Group 1: Accelerating Development in Information and Communication Industry - Accelerate the deployment of 5G-A and ten-gigabit optical networks [1] - Promote the synergy between industrial internet and artificial intelligence [1] - Advance the research and development of 6G technology, focusing on the cultivation of application industry ecosystems for 6G [1] - Gradually open up value-added telecommunications services to foreign investment, supporting more foreign enterprises to participate in pilot projects [1] Group 2: Implementing New Round of Growth Stabilization Actions - A new growth stabilization work plan for industries such as machinery, automotive, and power equipment will be issued soon [2] - Continuous implementation of high-quality development plans for copper, aluminum, and gold industries [2] - Work plans for ten key industries including steel, non-ferrous metals, petrochemicals, and building materials will be released shortly [2] - Focus on structural adjustments, supply optimization, and phasing out outdated production capacity in key industries [2] - Accelerate the implementation of "Artificial Intelligence +" actions, promoting the deployment of large models in key manufacturing sectors [2] - Foster innovation and development in future industries such as humanoid robots, metaverse, and brain-computer interfaces, with a proactive layout in new fields and tracks [2] Group 3: Promoting Intelligent and Green Transformation and Upgrading - A digital transformation implementation plan for the automotive industry will be issued [3] - Implementation plans for digital transformation in machinery and power equipment industries will be executed [3] - Digital transformation plans for textiles, light industry, food, and pharmaceuticals are forthcoming [3] Group 4: Supporting Healthy Development of Small and Medium Enterprises - Special actions will be launched to address the issue of overdue payments to small and medium enterprises [4] - Research and revision of the classification standards for small and medium enterprises will be conducted, facilitating tax and fee policies to benefit small and micro enterprises [4] - The establishment of the second phase of the National Small and Medium Enterprises Development Fund will be promoted, attracting more social capital for early, small, long-term, and hard technology investments [4]

Market Overview - On July 11, the A-share market closed with a total of 69 stocks hitting the daily limit, excluding 7 ST stocks and 1 delisted stock, resulting in 61 stocks hitting the limit; 30 stocks failed to maintain their limit, with an overall limit-hitting rate of 69.7% [1] Top Performers - Baogang Co., a leader in rare earths, had the highest limit order volume at 2.4071 million hands; followed by Greenland Holdings, Shenzhou New Materials, and Jingyun Tong with limit order volumes of 1.1592 million hands, 676,900 hands, and 673,100 hands respectively [2] - Baogang Co. announced an adjustment in the price of rare earth concentrate for Q3 2025 to 19,109 yuan/ton (excluding tax, dry weight, REO=50%) [2] - The company aims to enhance its product structure by focusing on "high-quality specialty steel + series of rare earth steel" to become a leading supplier and service provider of rare earth steel new materials in China [2] Rare Earth Sector - The rare earth sector saw collective gains with stocks like Huahong Technology, Northern Rare Earth, China Rare Earth, and Shenghe Resources also hitting their limits [4] - Northern Rare Earth and Baogang Co. both announced price increases for rare earth concentrate in Q3 [4] - Huahong Technology has a total production capacity of 15,000 tons/year for rare earth permanent magnet materials, with ongoing projects in Shandong and Inner Mongolia [4] - China Rare Earth reported an increase in operating profit year-on-year due to timely adjustments in marketing strategies in response to rising prices in Q1 2025 [5] Financial Sector - The financial sector also saw stocks like Nanhua Futures, Bank of China Securities, Zhongyuan Securities, and Harbin Investment Holdings hitting their limits [6] - Nanhua Futures has obtained licenses for securities trading and advisory services, enhancing its market participation capabilities [6] - Bank of China Securities is focusing on transforming wealth management for individual clients and building an ecosystem for institutional clients [6] - Zhongyuan Securities is enhancing its asset management business by collaborating with wealth management and investment banking divisions [7] Pharmaceutical Sector - The pharmaceutical sector had stocks like Kailaiying, WuXi AppTec, Haobio, and Lianhuan Pharmaceutical hitting their limits [7] - Kailaiying reported stable growth in new orders, particularly in small molecule orders, while emerging business orders are growing rapidly [7] - WuXi AppTec is committed to reducing R&D barriers through its unique CRDMO business model, enhancing client R&D efficiency [7] - Haobio is collaborating with China Biopharmaceutical to leverage synergies between in vitro diagnostics and pharmaceutical businesses [7] Investment Trends - The top net purchases on the Dragon and Tiger list included Hengbao Co., China Rare Earth, and Zhongke Jin Cai, with Hengbao Co. seeing over 100 million yuan in net purchases [8] - The top net purchases by institutions were Haobio, Guorui Technology, and Zhongke Jin Cai, with amounts of 134 million yuan, 65.21 million yuan, and 52.26 million yuan respectively [10] - The Shenzhen Stock Connect saw a net purchase of 100 million yuan in Chutianlong, while the Shanghai Stock Connect had a net sale of 85.28 million yuan in Bank of China Securities [11]

Group 1 - As of July 10, 2025, 187 A-share listed companies have disclosed their half-year performance forecasts, with 139 companies expecting profit increases, accounting for 74.33% [1] - The "profit growth king" Huayin Power anticipates a maximum profit increase of 4423%, leading a group of companies with significant profit growth, primarily in sectors like electricity, semiconductors, and pharmaceuticals [2][4] - A total of 38 companies are expected to report half-year profits exceeding 500 million yuan, with Industrial Fulian leading at an estimated profit of 12.158 billion yuan [3] Group 2 - Huayin Power's substantial profit increase is attributed to higher electricity generation and lower fuel costs, with expected net profit ranging from 180 million to 220 million yuan [4] - Lixun Precision, a leader in high-end precision manufacturing, emphasizes its resilience in a volatile environment and plans to enhance its global manufacturing services through strategic resource allocation [4] - Overall, A-share profitability is stabilizing, with a 3.63% year-on-year increase in net profit for Q1 2025, indicating a recovery from previous declines [5]

华盛顿的夏夜闷热难耐，美联储主席杰罗姆·鲍威尔擦去额头的汗水，面对国会山议员们尖锐的提问。仅仅24小时前，他在 这里坚称"当前不降息是合适的"，话音未落，总统特朗普的怒火已席卷社交媒体："鲍威尔是最差的主席！立刻给我降息2到 3个百分点！" 这场公开对决如同一颗投入金融市场的震撼弹，拉开了6月28日这个动荡交易日的序幕。 凌晨1：00，芝加哥商品交易所的交易屏幕闪烁着冰冷的数据：美联储7月降息概率仅21%，而9月启动降息的可能性飙升至 90%以上。市场刚刚消化了前一日美联储高层的分裂立场——两位拥有投票权的官员沃勒与鲍曼意外转向鸽派，暗示7月可 能降息；但随后十多位官员集体泼下冷水："需要更多数据！" 美联储点阵图暴露了内部裂痕：19位决策者中，7人坚持今年不降息，8人支持降息两次。这种近乎对立的僵局背后，是特 朗普政治压力的阴影。沃勒和鲍曼均为特朗普第一任期任命的理事，其中鲍曼刚被提名为监管副主席，沃勒更是传闻中的 下任主席候选人。一位华尔街分析师直言："这像是递给白宫的投名状。" 上午8：30，经济数据雪片般飞来。美国5月核心PCE物价指数同比上涨2.7%，超出预期；然而个人消费支出环比下滑 0.1%，收 ...

6月24日，港股三大指数集体高开，截至发稿，恒生指数涨0.61%，恒生科技指数涨0.96%，国企指数涨 0.60%。 国信证券分析称，今年上半年港股收益率在全球指数中大幅领先。主要由于良好的业绩和不高的估值。 其中，美元的走弱，地缘的冲突，也让全球资本对港股的长期投资价值开始重估。国信证券还强调对于 港股，其风险不来自自身，而是来自外部。 短线而言，在地缘局势更为明朗前，市场对行情的修复意愿也偏弱，仍需静待明确的拐点信号出现。 国泰海通认为，尽管宏观层面缺乏向上的弹性，但产业层面的深刻变革正在发生，顺应当前产业发展趋 势的新消费、AI应用等港股稀缺性资产或更受市场关注。此外，展望下半年，基本面修复和资金面改 善推动港股继续向上，结构上恒生科技更加值得重视。 国元国际表示，前港股外部环境整体稳定，市场情绪相对良好，包括医药行业在内的部分行业估值显著 提升，显示港股目前结构性行情仍然存在。前恒指已突破关键阻力位，有助于市场信心进一步恢复。 热点聚焦 1、据央视新闻报道，当地时间6月23日，美国总统特朗普在其社交媒体平台"真实社交"上发文表示，以 色列和伊朗已完全同意全面停火。以色列和伊朗暂未有相关的官方表态。 盘 ...

Group 1 - The article outlines a series of upcoming reports and discussions on various sectors, including home appliances, pharmaceuticals, local government debt, and electronics strategies [1][6][12][16] - Key speakers for the reports include industry analysts specializing in home appliances, pharmaceuticals, and chemicals, indicating a focus on in-depth analysis and investment strategies [1][12][16] - The scheduled discussions cover critical topics such as investment strategies in the pharmaceutical sector and the analysis of local government debt, which are relevant for understanding market dynamics [1][6][12] Group 2 - The report on Hisense home appliances is scheduled for June 24, highlighting the company's performance and market position [1] - A deep dive into Yunnan Baiyao is set for June 27, which may provide insights into the pharmaceutical industry's trends and challenges [1][12] - The electronic strategy session on June 27 will compare different investment approaches, emphasizing the importance of strategic decision-making in the electronics sector [1][16]

我有一个闺蜜，名字叫Sissi。 她是我英国上学时的同学，也是我朋友圈里十年如一日最执着的"养马人"——当然，不是养动物的那个"马"，是养爱马仕。 读书时，Sissi父母在浙江做出口生意，历来挥金如土，曾经在巴黎香榭丽舍大道LV门店里一口气借走我们四个闺蜜护照，刷下七八个不同款式的经典"老 花"，只为送给她七大姑八大姨。 我和Sissi还有个共同的朋友叫Ivy，还记得我们第一次偶遇，她刚在伦敦南肯辛顿一家咖啡馆一边翻着Hello杂志，一边在手机上和SA（销售助理）预约第 二天邦德街的爱马仕门店。 她家是做医药行业的，打小就在北京与伦敦两地来回，买奢侈品对她来说，不是计划，是惯性。 总之，在我的记忆中，她们买奢侈品的共同点不是简单追潮流，是有配货逻辑的： 常驻欧洲时，Sissi始终是米兰那家老店的VIP，Ivy则疫情前在东京表参道那家爱马仕旗舰店连买了八年。 她们买包，不仅是为了出国消费，是因为顺手、顺路、顺熟人。 相识多年，我一直以为她们这种"包治百病"的精神状态会持续到老。 直到今年暑期前，Sissi和Ivy相继从国外旅游归来，闺蜜下午茶聚会时，她忽然来了句："麦琪，你信吗？这次我可什么都没买。" 那一瞬间 ...

美国参议院民主党成员Warren声明：医药行业并没有支付联邦税。 ...

文 | 银行螺丝钉 （转载请注明出处） 今天大盘整体上涨，一度摸到4.9星。 到收盘涨幅略有回落，还在5星，距离4.9星很接近。 大中小盘股都上涨。 沪深300微涨，中小盘股上涨较多。 医药科技领涨。 A股港股医药股上涨较多。 港股整体上涨。 港股科技股、医药股领涨。 不过上周上涨后，港股科技、医药等指数已经回到了正常估值。 遇到成长风格强势的时候，价值风格相对低迷一些，略微下跌。 1. 今年一季度，有一个比较好的现象，是A股和港股的财报数据，出现了一些改善。 其中，A股港股代表性指数，盈利一季度都出现了同比增长。 A股沪深300，盈利同比增长大约4-5%上下。 港股恒生指数，盈利同比增长大约16%上下。 2. 其实到去年5.9星的时候，A股和港股估值位置差不多，都接近历史最低估值水平。 之后9月份的第一波大涨，A股和港股上涨时间比较接近，涨幅也差距不大。 去年底的时候，A股港股也都在4.9-5星上下的位置。 出现差距是在今年春节后，港股比A股多上涨了大约20%。 A股还在5星上下波动，港股已经回到4点几星，后面再上涨一些，港股可能就回到3点几星了。 恒生指数基金，加上分红，目前距离2021年上次牛市的高位， ...

渭河沿岸，咸阳高新区高楼林立。厂房里，自动化生产线有序运转；电子屏幕上，数据如流水般涌 动。 近年来，咸阳市抢抓数字经济发展机遇，以数字技术赋能传统产业转型升级。2024年，咸阳市数字 经济核心产业产值达364亿元，占GDP比重位列全省地级市第一。数字的背后，是咸阳市在政策支持、 基础建设、产业转型等方面的全面发力。 "智"造升级 激活产业动能 "近30年来，公司数字化转型经历了起步建设、初步应用、深化应用、集成提升4个阶段。从最初的 电子办公，到如今将大数据、物联网、区块链等前沿信息技术应用在实际业务场景中，公司实现了生产 的升级跨越。"5月30日，中船集团陕西柴油机重工有限公司（以下简称"中船集团陕柴重工"）科技信息 化部副部长窦振寰告诉记者。 近年来，中船集团陕柴重工将信息化技术深度融入研发设计、制造装配和生产运营全流程，陆续建 立了基于三维环境的设计数据集成与管理系统等核心信息化平台，在智能制造和数字化转型方面迈入新 阶段。2023年，该公司入选国家智能制造优秀场景名单。去年10月，该公司申报的《基于三维环境的数 字化工艺设计系统》入选陕西省2024年数字化典型应用场景名单。 从"制造"到"智造"，中 ...