先看大盘整体情况。今天两市走得挺憋屈，指数是齐刷刷往下掉，个股更惨，跌的家数超过4400只，妥妥的普跌行情。沪指收盘3377点，失守3400这个整数 关口，短期情绪可能受点影响。但咱作为中长线投资者，得把眼光放远些，短期波动其实是市场常态。 再说说板块表现。最吸睛的非油气股莫属了，科力股份直接30cm涨停，通源石油也来了个20cm涨停，这涨幅搁在调整市道里，跟开了挂似的。为啥涨这么 猛？主要是国际油价最近又开始往上窜了，叠加咱们国内能源安全的逻辑，资金就往这块儿涌。但咱得注意啊，油气板块的弹性大，短期冲得猛，中长线可 以关注有业绩支撑的龙头，但别追高追太狠。 军工板块今天也跟着狂飙，晨曦航空、北方长龙都是20cm涨停，核污染防治概念也没闲着，恒光股份、捷强装备这些票儿涨停。军工这块儿，一方面是消 息面有刺激，另一方面啊，咱们从长周期看，国防建设的投入是持续的，行业景气度有支撑。核污染防治呢，跟近期的热点事件有关，短期可能还有热度， 但得区分题材炒作和真正有技术壁垒的公司。 反过来看看下跌的板块，消费、医药、游戏传媒跌得比较惨。美容护理板块里水羊股份跌超10%，医药股里荣昌生物也表现不佳。这些板块其实还是受限于 ...

Core Viewpoint - The company, Liuzhou Two-Needle Co., Ltd., is preparing for its 2024 Annual General Meeting, focusing on maintaining shareholder rights and ensuring effective governance and operational transparency. Group 1: Meeting Details - The Annual General Meeting is scheduled for June 26, 2025, at 10:00 AM, held at the company's office building in Liuzhou [2][4]. - Shareholders must present identification and relevant documents to verify their attendance [2]. - The meeting will include a report from independent directors and will be conducted with both on-site and online voting [3][4]. Group 2: Financial Performance - For the year 2024, the company achieved a revenue of 1.053 billion yuan, representing a year-on-year increase of 5.82% [21]. - The total profit reached 110 million yuan, a significant increase of 264.59% compared to the previous year [21]. - The net profit attributable to shareholders was approximately 81 million yuan, reflecting a growth of 255.59% [21]. Group 3: Operational Highlights - The company focused on enhancing product quality and brand value, launching 24 new oral care products and 13 personal care products in 2024 [6][7]. - Marketing strategies included leveraging social media platforms and participating in major exhibitions, resulting in recognition as a top brand in the industry [6][7]. - The company maintained a low debt ratio of 19.80%, indicating strong financial health [21]. Group 4: Governance and Compliance - The board of directors held multiple meetings throughout the year, ensuring compliance with legal and regulatory requirements [8][9]. - Independent directors actively participated in decision-making processes, safeguarding the interests of minority shareholders [28][34]. - The company received positive evaluations for its information disclosure practices, maintaining transparency and accuracy [12][32]. Group 5: Future Plans - The company aims to enhance its core business and expand its market presence, focusing on integrating its health and personal care sectors [15][16]. - Plans include increasing investment in technology and innovation to improve product offerings and operational efficiency [15][16]. - The company will continue to strengthen investor relations and governance structures to foster trust and engagement with shareholders [16].

Core Insights - The report highlights the recent performance of the domestic financial market, with significant movements in major indices such as the Shanghai Composite Index and the Shenzhen Component Index, indicating a positive market sentiment [2][7] - The report notes a 15.61% year-on-year increase in the national futures market transaction volume from January to May, although May saw a decline of 4.51% compared to the previous year [4] - The report emphasizes the collaboration between companies and technological advancements, such as the partnership between Fengzhushou and ByteDance's cloud service platform [6] Domestic Financial Market - The Shanghai Composite Index closed at 3402.32, up by 0.52%, while the Shenzhen Component Index rose by 0.83% to 10246.02 [2] - The market experienced a strong rebound on June 11, with the Shanghai Composite Index reaching a high of 3413 points before a slight pullback [7] - The overall trading volume for the day was 1.26 trillion, a decrease of 159.9 billion from the previous trading day [7] Industry Developments - The report mentions that China has been Africa's largest trading partner for 16 consecutive years, with plans to implement zero tariffs on 100% of products for 53 African countries [4] - Several automotive companies announced a unified payment term of 60 days, impacting related stocks such as BYD and Seres [5] - The gaming industry in Zhejiang is receiving support for international expansion, with companies like Perfect World and Zhejiang Shuzhi Culture being highlighted [5] Company Focus - Fengzhushou (301382) is collaborating with ByteDance's Volcano Engine to launch the P8-SDWAN device [6] - Guangting Information (301221) plans to acquire 100% of Kaima Technology for a transaction value of 360 million [6] - Huadong Pharmaceutical (000963) received clinical trial approval for a foam formulation of 0.3% Roflumilast [6] - Chutianlong (003040) is developing a digital RMB smart contract platform in collaboration with eight second-tier operating institutions and Huawei [6]

Core Viewpoint - The company plans to invest a total of 15 million yuan using its own funds to establish two wholly-owned subsidiaries in Guangzhou, aiming to expand its business and enhance core competitiveness and profitability [1] Group 1: Investment Details - The company will set up Guangzhou Ruiying Equity Investment Co., Ltd. with a registered capital of 10 million yuan, focusing on equity investment [1] - The second subsidiary, Guangzhou Ruilian Anmei Health Technology Co., Ltd., will have a registered capital of 5 million yuan, engaging in food sales and medical services [1] - The investment has been approved by the company's sixth board of directors at its eighth meeting, and management has been authorized to handle related matters [1] Group 2: Financial Impact - The funding for this investment will come from the company's own resources, ensuring that it will not adversely affect the company's financial status or operational performance [1]

21世纪经济报道记者杨娜娜 上海报道 6月7日，富国基金发布公告，宣布增聘张弘为富国阿尔法两年持有期混合基金（以下简称"富国阿尔法"）基金经理。值得注意的是，今年3月8日，富国新动 力灵活配置混合基金（以下简称"富国新动力"）也已增聘基金经理林庆。 01 出道即巅峰：公募黑马的黄金时代 于洋本科毕业于南京大学生物制药专业，硕士毕业于中国科学院上海生命科学研究所。医药科班出身的他于2015年加入富国基金，不到两年便开始管理自己 的第一只基金——富国新动力。在2020年"奔私"钦沐资产前，于洋曾在富国基金管理过5只基金： | | | | | "奔私"前于洋管理的基金表现 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 基金代码 | 基金名称 | 投资类型 | 任职日期 | 离任日期 | 任职回报 | 任职期年化回报 | 回报排名 | | 001508.OF | 富国新动力A | 灵活配置型 | 2017/10/25 | | 138.63% | 39.48% | 1/1364 | | 005176.OF | 富国精准医疗A | 灵活配置型 | ...

Group 1 - Multiple new funds targeting the pharmaceutical sector have shortened their fundraising periods, with the Oriental Alpha Health Industry Fund ceasing investor subscriptions after just 4 trading days starting June 10 [1] - Over 10 public fund institutions, including China Merchants Fund and Oriental Fund, announced restrictions on large subscriptions for certain bond funds on June 10, indicating a trend of "limited purchases" in the bond fund sector [2] - Guoxin Guozheng Fund issued a warning about fraudulent activities, where criminals impersonate the company and its employees to deceive investors into joining chat groups and downloading illegal applications [3] Group 2 - Fund manager Ge Lan has increased her stake in Mai Pu Medical, with the latest report showing her fund holding 2.4396 million shares as of May 21, marking her first appearance in the top ten circulating shareholders [4] - The ETF market experienced a rebound, with the Shanghai Composite Index rising by 0.52%, the Shenzhen Component Index by 0.83%, and the ChiNext Index by 1.21%, while the total trading volume decreased by 159.9 billion yuan compared to the previous trading day [5] - The rare earth sector is expected to continue optimizing its supply-demand dynamics, driven by growth in demand from electric vehicles, wind power, and robotics, suggesting potential investment opportunities in rare earth ETFs [8] Group 3 - A new fund, CITIC Securities CSI A500 Index Enhanced Fund, is set to launch, managed by Wang Peng, with a performance benchmark of 95% of the CSI A500 Index return plus 5% of the after-tax bank demand deposit rate [9]

3、国家发改委召开科技型民营企业座谈会，就编制"十五五"规划听取民营企业意见建议，支持民营企 业在推动科技创新、建设现代化产业体系等方面发挥更加积极作用。 智通财经6月10日晚间新闻精选 1、当地时间6月10日，中美经贸磋商机制首次会议进入第二天。会议从上午开始，在午餐后继续进行。 2、中办、国办印发《关于深入推进深圳综合改革试点 深化改革创新扩大开放的意见》，支持深圳深化 无人驾驶航空器飞行管理制度改革创新；建立健全职务科技成果赋权、转化和考核等机制。 5、东风汽车集团有限公司宣布，将支付账期统一至60天内。广汽集团承诺将供应商账期严格控制在60 天以内。中国一汽：将"60天付款"作为所属单位付款期限要求。 6、万科A：首次出售A股库存股2200万股 成交金额1.46亿元。众生药业：在研产品RAY1225注射液临床 试验进度存在不确定性。金时科技：公司暂未开展与稳定币概念相关的业务。三连板金鹰股份：未涉及 固态电池业务。7连板共创草坪：股价非理性波动特征极为显著。5连板易明医药：股份转让协议事项能 否最终实施完成及实施结果尚存在不确定性。 4、市场监管总局就《直播电商监督管理办法（征求意见稿）》公开征求意见 ...

Group 1 - Vanke A announced the sale of 22 million A-share treasury stocks for a total of 146 million yuan, representing 0.18% of the company's total share capital, aimed at supplementing liquidity without impacting current profits [1] - Tencent Music plans to acquire 100% of Himalaya for a total consideration of $1.26 billion, which includes cash and shares, to expand its audio content ecosystem [1] - Dongfang Electric Heat signed a strategic cooperation agreement with Xiaomi's subsidiary to develop robotic electronic skin, focusing on flexible fabric pressure sensing applications [3] Group 2 - Chengdu Huamei launched a 4-channel, 12-bit, 16G high-precision RF direct sampling ADC chip, marking a significant breakthrough in high-speed data conversion technology [4] - Jinshi Technology clarified that it has not engaged in any business related to stablecoins, despite recent market interest, and noted a significant stock price increase of 76.51% over six trading days [5] - Xiantan Co. reported a 14.22% year-on-year increase in chicken product sales revenue for May, amounting to 469 million yuan [7]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets have announced significant developments, including asset restructuring, acquisitions, and financial performance updates, which may present investment opportunities and risks for investors [2]. Major Events - Zhongke Shuguang will hold an investor briefing on June 11 regarding a major asset restructuring with Haiguang Information Technology [3]. - Redik plans to acquire 51% of Chengzhan Precision Technology for a total consideration of 104 million yuan, aiming to enter the embodied intelligence sector [4]. - *ST King Kong signed a restructuring investment agreement with Ouhao Group, with a share price of 4.96 yuan per share, raising between 268 million yuan and 402 million yuan [5]. - *ST Bosen clarified that its upcoming shareholder meeting is unrelated to any plans for a reverse merger with Xifeng Liquor [6]. - Guotou Capital announced the resignation of its chairman due to work relocation [7]. - Vanke A sold 22 million A-shares for 146 million yuan to enhance liquidity without impacting current profits [8]. Financial Performance - Tiankang Biological reported May sales of 22.97 million pigs, with revenue of 345 million yuan, reflecting a year-on-year decline of 19.95% [18]. Shareholding Changes - Qu Mei Home's director reduced holdings by 58,000 shares during a period of significant stock price volatility [19]. Financing Activities - Founder Technology plans to raise up to 1.98 billion yuan through a private placement to fund an AI and high-density interconnect circuit board project [20]. Major Contracts - Tengda Construction won a bid for the Fanglin Automotive Cloud Warehouse project, valued at 349 million yuan, representing 9.38% of its projected 2024 revenue [21].

Company Announcements - Dongfang Electric Heat signed a strategic cooperation agreement with Xiaomi's subsidiary Shanghai Zhishi to actively develop robotic electronic skin [2] - Chengdu Huami launched a 4-channel, 12-bit, 16G high-speed high-precision RF direct sampling ADC chip, marking a significant breakthrough in high-speed data conversion technology [4] - Vanke A sold 22 million A-share treasury stocks for a total of 146 million yuan, which will help supplement the company's liquidity [5] - Honghe Technology's stock will resume trading as Hefei Ruicheng is set to become the company's indirect controlling shareholder [8] Strategic Partnerships - Beizhi Technology reached a strategic cooperation intention with Xingdong Jiyuan to collaborate on humanoid robots in smart logistics applications [3] - Redik plans to acquire 51% of Yuzhan Precision, focusing on the application of micro-screw technology in robotic dexterous hands [19] Financing and Capital Increase - Fangzheng Technology plans to raise no more than 1.98 billion yuan through a private placement to fund the AI and high-density interconnect circuit board industry [17] Shareholding Changes - Guangting Information intends to purchase 100% of Kaima Technology for 360 million yuan, aiming to enhance its market position [19] - Qu Mei Home's director reduced holdings by 58,000 shares during a period of abnormal stock trading [4] Market Reactions - Jinshi Technology clarified that it has not engaged in any business related to stablecoins, despite a significant stock price increase of 76.51% [11] - Jinying Co. announced it is not involved in solid-state battery business, with its lithium battery materials revenue being only 1.70% of total revenue [12]