【导读】雷军官宣，AI眼镜突然"爆"了！蔡文胜出手，中国金融租赁暴涨超600% 中国基金报记者 安曼 今天，央行出手，大手笔呵护流动性！ 6月25日，央行官网信息显示，以固定利率、数量招标方式开展3653亿元逆回购操作，中标 利率为1.4%。因今日公开市场有1563亿元逆回购到期，净投放为2090亿元。 临近6月底，资金面再度转紧。6月24日，上海银行间同业拆放利率（Shibor）隔夜上行0.3 个基点报1.37%，7天Shibor上行13.2个基点报1.629%。 6月25日，Shibor短端品种继续上行。隔夜品种上行0.1BP报1.371%；7天期上行4.2BP报 1.671%。 A股市场早盘震荡走高，创业板指跳空大涨。截至收盘，沪指涨0.28%，深成指涨0.64%，创 业板指涨1.34%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3430.16 | 10282.96 | 1417.42 | | +9.60 +0.28% +65.33 +0.64% -0.60 -0.04% | | | | 科创20 | 创业板指 | 万得全A | | 980.37 | 2 ...

Core Insights - The article highlights the booming litchi market in Guangzhou, emphasizing the city's efforts to enhance the litchi supply chain and promote tourism related to litchi consumption [1][4][9] Group 1: Market Overview - Guangzhou's litchi production is expected to reach 120,000 tons this year, with high-quality varieties like Guiwei and Nuomici making up nearly 70% of the total [4] - The "Guangzhou Litchi Tasting Map" has been upgraded to provide comprehensive information on nearly 200 quality litchi orchards, including variety details, picking times, and navigation assistance [4][5] Group 2: New Varieties and Innovations - The newly developed "Xiantao Litchi," a hybrid of "Ziniangxi" and "Seedless Litchi," has gained attention for its unique appearance and high market price, selling for over 100 yuan per pound [5][6] - The introduction of the "Jinxiang" variety, known for its high yield and excellent taste, is part of the ongoing innovation in litchi cultivation aimed at improving quality and extending the supply period [6][10] Group 3: Sales and Distribution Strategies - The launch of the Luogang Litchi Market has been upgraded to enhance the sales experience, with an expected transaction volume of 6,000 tons over 40 days [8] - Guangzhou has implemented ten measures to promote litchi marketing, including offline promotions in major markets like Shanghai and Xi'an, and establishing cross-regional sales networks [9][10] Group 4: Logistics and Export - The logistics for litchi exports have been streamlined, with fresh litchis reaching London within three days of harvest, showcasing the efficiency of the supply chain [3][9] - The government is working on improving cold chain logistics and customs processes to facilitate quicker market access for litchis, which are sensitive to storage conditions [10]

在精准帮扶企业方面，《方案》提出以外贸企业为重点，深入了解各行业企业生产经营情况，统筹政 策、资源、资金帮助企业消化库存、开拓市场、降低成本，着力解决企业实际困难。 广州实施"久摇不中"申请人直接领取号牌政策，更大力度放宽购车限制性措施、增加购车指标；深圳市 优化小汽车常规增量指标摇号规则，加强"久摇不中"人群购车需求保障。 扩大科研助理和见习岗位规模，2025年提供不少于1万个科研助理岗位。 加快广州、深圳市内免税店建设，力争在2025年第三季度内开业。 6月24日，《广东省促进经济持续向好服务做强国内大循环工作方案》（以下简称"《方案》"）公布， 提出七项重点任务及多项细化部署，统筹实施扩大内需战略和深化供给侧结构性改革，着力稳就业、稳 企业、稳市场、稳预期，促进经济持续向好，有力服务做强国内大循环。 多项措施帮助企业对接国外市场 出台措施促进经济持续向好 有力服务做强国内大循环 《方案》提出，筹划以市场化办展模式举办内贸版"广交会"；支持电商企业设立出口转内销专区；支持 办好第二十届中国国际中小企业博览会等重大活动。 推动散裂中子源一期等向企业开放共享 从具体措施来看，《方案》提出筹划以市场化办展模式举 ...

Group 1: Financial Support for Consumption - The People's Bank of China and five other departments issued guidelines to boost consumer spending, emphasizing the importance of expanding automobile loan services [3] - Financial institutions are encouraged to provide various channels for trade-in financing services, including support for the recycling of old vehicles and home appliances [3] - The guidelines also suggest reducing penalties for early loan settlements during trade-in processes, enhancing financial support for green and smart home appliances [3] Group 2: New Energy Vehicle Promotion - The Ministry of Commerce announced a "New Energy Vehicle Consumption Season" event from July to December 2025, focusing on promoting trade-in programs and suitable new energy models for rural areas [4] - The event will include innovative scenarios such as test drives and automotive events to extend the consumption chain [4] - Infrastructure improvements will be prioritized, including the construction of charging stations and recycling points in rural areas [4] Group 3: Personal Information Violations - A report from the National Cybersecurity Center identified 45 mobile applications that violated personal information protection laws, including popular apps like Hello and Tantan [5] Group 4: Wealth Rankings - The "New Fortune" magazine's 2025 "500 Rich List" revealed that the total market value of listed entrepreneurs reached 13.7 trillion yuan, an 11% increase year-on-year [6] - Zhang Yiming, founder of ByteDance, topped the list with a holding value of 481.57 billion yuan, driven by stock appreciation [6] - The average holding value for the 341 entrepreneurs exceeding 10 billion yuan was 27.38 billion yuan, with a minimum threshold of 6.62 billion yuan to make the list [6] Group 5: Stock Sales by Executives - NVIDIA CEO Jensen Huang sold 100,000 shares of the company stock for approximately 14.4 million USD as part of a pre-established trading plan [8] - Huang has a total of 6 million shares available for sale under this plan by 2025 [8] Group 6: Apple Subsidy Program - Apple's website announced participation in a national subsidy program, offering a 15% discount on select iPhone, iPad, and Apple Watch products, with a maximum subsidy of 500 yuan [9] - Mac products will have a 20% subsidy, capped at 2000 yuan, applicable only in specific regions and not combinable with other promotions [9] Group 7: Company Financial Issues - Wuhan Jidu Automotive recently had two new enforcement records, with a total execution amount of 9.403 million yuan, as reported by Tianyancha [10] - The company, established in December 2022 with a registered capital of 1.5 billion yuan, focuses on automotive sales and related services [10] Group 8: Battery Rental Service - NIO's Firefly brand launched a Battery as a Service (BaaS) program with a monthly fee of 399 yuan, allowing users to reduce the car price by 40,000 yuan [11] - The minimum purchase price for vehicles under this program is now set at 79,800 yuan [11]

●"宏辉转债"不可作为债券质押式回购交易的质押券。 证券代码：603336 证券简称：宏辉果蔬 公告编号：2025-034 转债代码：113565 转债简称：宏辉转债 宏辉果蔬股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ●前次评级结果：公司主体信用等级为"A+"，评级展望为"稳定"；"宏 辉转债"债项信用等级为"A+"。 ●本次评级结果：公司主体信用等级为"A+"，评级展望为"稳定"；"宏 辉转债"债项信用等级为"A+"。 根据《上市公司证券发行管理办法》和《上海证券交易所股票上市规则》的 相关规定，宏辉果蔬股份有限公司（以下简称"公司"）委托信用评级机构中证 鹏元资信评估股份有限公司（以下简称"中证鹏元"）对公司于 2020 年 2 月公 开发行的 A 股可转换公司债券（简称"宏辉转债"）进行了跟踪信用评级。 宏辉转债前次评级结果：公司主体信用等级为"A+"，评级展望为"稳定"； "宏辉转债"债项信用等级为"A+"。评级机构为中证鹏元，评级时间为 2024 年 6 月 27 日。 中证 ...

Company Overview - The company will hold its 2024 Annual General Meeting on June 30, 2025, with both on-site and online voting options available for shareholders [1][2] - The agenda includes the review of the Board of Directors' report, Supervisory Board report, financial statements, and various proposals including the election of directors and the appointment of auditors [1][3] Financial Performance - In 2024, the company reported a revenue of approximately 4.52 billion RMB, a decrease of 42.59% compared to 2023 [19][21] - The net profit attributable to shareholders was approximately 50.54 million RMB, down 63.90% year-on-year [19][21] - The company’s cash flow from operating activities was approximately 227.93 million RMB, a decrease of 22.86% from the previous year [19] Business Development - The automotive segment focused on a multi-channel service model, including new car sales, used car transactions, and after-sales services, aiming to enhance customer experience and marketing efficiency [3][11] - The company is enhancing its digital capabilities and expanding its service offerings in the non-ferrous metals market, including the launch of the "Smart Non-Ferrous" app [4][12] - The logistics and warehousing business is being optimized to improve service levels and expand market reach, particularly in black metal logistics [4][12] Governance and Compliance - The Board of Directors held nine meetings during the reporting period, ensuring compliance with legal and regulatory requirements [7][8] - The Supervisory Board conducted four meetings, focusing on the company's financial health and compliance with operational regulations [13][15] - The company is committed to enhancing its internal control systems and compliance frameworks to mitigate operational risks [15][16] Strategic Initiatives - The company aims to transform into a comprehensive service provider in the automotive and non-ferrous metals sectors, leveraging its existing market position and digital capabilities [10][12] - Plans include the development of a supply chain service platform and the integration of digital technologies to enhance operational efficiency [10][12] - The company is also focusing on expanding its market influence through strategic partnerships and innovative service offerings [10][12]

民营企业是社会经济发展的主力军，在扩大就业、改善民生、促进创新方面发挥着重要作用。甘肃省税务部门积极响应民营企业涉税费诉求，不断优化服务 模式、做好税收风险提醒，推动各项税费优惠政策落实落地，助力民营企业合规经营、高质量发展。 政策赋能 激活企业"创新引擎" 走进甘肃牛电森祥车辆制造有限公司生产车间内，焊接机器人在流水线上高速运作、灵活自如。该企业主要生产电动摩托车、电动三轮车，属于资本密集型 行业，资金占用率较高，有时会出现现金流短缺、资金周转困难的情况，武威市凉州区税务局紧盯企业需求，通过优惠政策推送、合规经营辅导、纳税申报 提醒、实时跟踪分析，确保企业应享尽享税费红利。 "企业发展离不开税务部门支持。2024年以来，我公司享受研发费用加计扣除金额637.74万元，有更多资金用于智能制造。"甘肃牛电森祥车辆制造有限公司 财务负责人刘云晶表示。 位于古浪双塔工业园区的达华节水科技股份有限公司，是提供灌溉工程和管道工程设计、施工于一体的民营企业，该公司办税人马旭东说："税务干部到企 业现场宣讲辅导，让我们准确掌握政策适用条件，及时享受政策红利。2025年1—5月，我公司享受研发费用加计扣除、滴灌管产品免征增值 ...

广东：广州市实施"久摇不中"申请人直接领取号牌政策，更大力度放宽购车限制性措施、增加购车指 标；深圳市优化小汽车常规增量指标摇号规则，加强"久摇不中"人群购车需求保障。 ...

【今日关注】 森林质量的提 升，不止于林 | 寻美南粤④ 仲夏时节，走进 石门国家森林公 园，光影在枝叶 间游走，山风穿 林而过，鸟叫与 蝉鸣交织成曲。 在园区的大径材 培育示范林内， 阳光从林隙洒 南农晨读 | 与"李"相约 共赴 甜蜜_南方+_南 方plus 下，照见林下新 植的红锥、木荷 等树种。示范林 入口处的展板上 静静讲述着这片 林子的"成长故 事"：从单层杉 木林分，到异龄 复层近自然针阔 混交林，森林的 健康度与质量正 持续提升。 2025中餐供应链 出海必看！这场 重磅大会解码最 新动向 中餐出海，链启 全球。6月22 日，2025中餐供 应链出海大会在 广州举办。活动 现场人气旺，超 17个行业协会， 100多家供应链 平台、连锁餐饮 代表等近200人 参加活动，只为 抓住当前中餐供 应链出海的历史 性机遇，共同探 讨出海的现状、 痛点以及趋势。 【乡村振兴】 一条文旅路，解 锁壮乡"芒"里偷 闲的N种可能 "咚——咚！"壮 乡歌声震响，头 戴壮族特色头饰 的壮家姑娘甩动 斑斓裙摆，踏歌 而来。6月22 日，在广州市北 京路恒润广场举 行的2025年百色 市田阳区"壮山 农鲜"（芒果） 走 ...

破解淡旺季的问题，必须抓住供需这对关键矛盾，推动供给和需求实现高水平动态平衡 最近租赁大巴车出行，大巴车却迟到了。询问司机原因，原来是清早送外国游客去机场，返程遭遇拥 堵，耽搁了时间。司机坦言，冬春属于北京旅游淡季，有不少大巴司机因为接单少，扛不住每月的份子 钱而选择退出。5月以来，大巴租赁市场又回到了"好车难求"的旺季，他有点分身乏术。 市场的季节性、周期性波动，是文旅、运输、住宿、餐饮等行业无法回避的问题。许多经营者无法抗御 波动，于是便有了"半年不开张，开张吃半年"之类的做法。由此引发的旺季价格高、服务差等问题，又 抑制了消费需求的充分释放，导致发展局面打不开、发展效益上不去。淡季时的设施闲置、人力浪费、 就业萎缩问题，同样需要引起重视。 "熬""撑""忍"并不是应对淡季的必然选择，把握淡旺季背后的成因，以逆周期思维挖掘增长空间，以跨 周期谋划摆脱短期举措盲目性，有助于"熨平"淡旺季波动，实现高质量发展。要看到，淡旺季虽然受季 节、特定资源等影响，但更多是市场机制基于供需关系自发调节的结果。破解淡旺季的问题，必须抓住 供需这对关键矛盾，推动供给和需求实现高水平动态平衡。 突破瓶颈、走出淡季，必须增强全局 ...