每经记者｜杨建 每经编辑｜彭水萍 ｜2025年6月10日 星期二｜ NO.1 中办、国办：将制定出台商业健康保险创新药品目录 6月9日，中办、国办印发《关于进一步保障和改善民生 着力解决群众急难愁盼的意见》。推进优质医 疗卫生资源共享。推进优质医疗资源扩容下沉和区域均衡布局，优化区域医疗中心建设模式、管理体制 和运行机制。推动建立远程医疗服务网络，推广"分布式检查、集中式诊断"医疗服务模式。完善基本医 疗保险药品目录调整机制，制定出台商业健康保险创新药品目录，更好满足人民群众多层次用药保障需 求。 NO.2 海关总署：今年前5个月美国为我第三大贸易伙伴 海关总署6月9日对外公布，今年前5个月，东盟为我第一大贸易伙伴，我与东盟贸易总值为3.02万亿 元，增长9.1%，占我外贸总值的16.8%。欧盟为我第二大贸易伙伴，我与欧盟贸易总值为2.3万亿元，增 长2.9%，占12.8%。美国为我第三大贸易伙伴，我与美国贸易总值为1.72万亿元，下降8.1%，占9.6%。 其中，对美国出口1.27万亿元，下降8.7%；自美国进口4475.1亿元，下降6.3%。 NO.3 两部门：引导行业进行智能养老服务机器人产品的设计开发 ...

Investor Day Welcome and opening remarks Senior Vice President, Investor Relations Forward looking statements This presentation relates to the Company's 2025 Investor Day at which the Company is discussing the Company's strategy, financial targets and capital allocation priorities, its plans for growth in revenues, margin expansion and advancements in technology, and its investment thesis (its "2028 Targets"). The Company intends that all statements in this presentation concerning the 2028 Targets, includin ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 值得一提的是，此次投产的新一代 纯电动矿卡 ，载重能力达到260吨级，充电1小时可连续作业10小时。 与同类柴油车型相比，全生命周期运营成本降低45%，碳排放减少80%，解决了传统矿卡"高能耗、高排 放、低效率"的行业痛点。产品将率先应用于内蒙古、山西等大型露天矿区，未来三年市场占有率有望突 破20%。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 会议详情 I C C S I N O END 会议主办： 鑫椤资讯 会议时间： 2025年7月8-9日（8号报到） 会议地点： 中国·上海 会议咨询： 19921233064（微信同） 本文来源： 海宁市长安镇政务服务中心 据海宁市长安镇政务服务中心消息，5月30日，浙江省海宁市长安镇（高新区）浙江东重特种车辆项目举 行开工仪式。 据介绍，浙江东重特种车辆项目总投资55亿元，新增用地约358亩，总建筑面积约15.3万平方米，将形成 年产新能源重卡3500辆、非公路宽体自卸车（ 新能源矿卡 ）120 ...

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Financial Data and Key Metrics Changes - Consolidated net sales for Q2 2025 were $629.1 million, an increase of $45.1 million or 7.7% compared to Q2 2024, excluding the impact of the divested E and C transit bus business [26][27] - Adjusted EBITDA for Q2 2025 was $58.9 million, a 63.6% increase year over year, excluding the impact of the divested bus business [27][29] - Cash flow from operating activities in the quarter was $117 million, with $11.4 million spent on capital expenditures [41][22] Business Line Data and Key Metrics Changes - Specialty Vehicles segment sales increased by $16.5 million to $453.9 million, with a 12.2% increase when excluding the divested transit bus business [29][30] - Recreational Vehicle segment sales decreased by $4.4 million or 2.4% due to lower unit shipments amid soft market demand [34][35] - Specialty Vehicles segment adjusted EBITDA increased by $24 million or 74.3% year over year, driven by higher sales and manufacturing efficiencies [30][31] Market Data and Key Metrics Changes - Specialty Vehicles segment backlog at the end of the quarter was $4.3 billion, reflecting strong demand for fire apparatus [31] - Recreational Vehicle segment backlog declined by 2% to $268 million, attributed to soft end market demand [37] - REV brand retail sales decreased by 10% year over year, compared to a 13% decline in the broader industry [35] Company Strategy and Development Direction - The company is focusing on operational excellence, investing in people and equipment, and product innovation to drive sustainable growth [10][23] - A strategic decision was made to exit the non-motorized travel trailer and truck camper product categories to concentrate on scalable operations with stronger competitive positioning [18][19] - The company is increasing capital expenditure plans to enhance throughput and efficiency across its operations [23][42] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating tariff impacts and maintaining updated financial guidance for the year [13][42] - The company anticipates continued growth in the Specialty Vehicles segment, with mid-teens revenue growth expected for the second half of the fiscal year [33][42] - Management noted that demand for fire and ambulance products is returning to long-term trend levels, with expectations for normalized order levels in the back half of the year [64] Other Important Information - The company repurchased approximately 2.9 million shares for $88 million under its share repurchase authorization [22][41] - A non-cash loss of $30 million was recognized related to the Lance Camper assets held for sale, partially offset by a $16.6 million income tax benefit [36][43] - The company maintains ample liquidity with approximately $263.2 million available under its ABL revolving credit facility [41][44] Q&A Session Summary Question: What is the timeframe for tariff impacts on the backlog and output? - Management expects the RV tariff impact to primarily affect the back half of fiscal 2025, with some potential carryover into early 2026 [47][48] Question: What is the expected return on the $20 million investment in the Brandon facility? - Management indicated that the investment aims to reduce lead times and increase throughput, but specific return metrics were not disclosed [49][50] Question: How does the sale of Lance impact long-term EBITDA goals? - Management clarified that Lance represents less than 10% of total sales for recreation, thus having no material impact on long-term EBITDA targets [51][52] Question: Will dealer assistance continue to increase in the second half? - Management expects a softer second half for recreation sales, influenced by tariffs and consumer confidence risks, but did not specify on dealer assistance trends [57][58] Question: What is the demand outlook for the S-one 80 program? - Demand for the S-one 80 program remains strong, with orders increasing across various brands [62][63] Question: What is the current state of wholesale versus retail demand in recreational vehicles? - Retail shipments showed early signs of improvement, while dealer inventories are healthier, which should drive better wholesale orders [70][72]

Market Overview - The A-share market experienced a rebound on Wednesday, with the ChiNext Index leading the gains. The Shanghai Composite Index closed at 3376.20 points, up 0.42%, with a trading volume of 446.8 billion yuan. The Shenzhen Component Index closed at 10144.58 points, up 0.87%, with a trading volume of 706.2 billion yuan. The ChiNext Index closed at 2024.93 points, up 1.11%, with a trading volume of 319.5 billion yuan [1]. Sector Performance - The consumer sector showed strong performance, with beauty care and beer concepts leading the gains. Stocks like Lehui International hit the daily limit. Solid-state battery concept stocks also surged, with companies like Chuan Yi Technology reaching the daily limit. The computing power concept stocks rebounded, with Tai Chen Guang rising over 10%. Conversely, the unmanned vehicle concept stocks faced adjustments, with Fu Long Ma nearing the daily limit [2]. Institutional Insights - According to Jifeng Investment Advisory, the market is currently consolidating below the 3400-point level, with policy support and long-term capital inflows expected to drive further upward movement in the A-share market. Investors are advised to buy on dips, focusing on sectors like consumer goods, semiconductors, and robotics that benefit from policy support [3]. - CITIC Construction expressed optimism about strategic metals such as antimony, bismuth, tungsten, and molybdenum, which have shown significant price increases due to resource scarcity and rigid supply. The demand from new energy, new materials, and military industries is expected to continue driving these trends, suggesting a focus on investment opportunities in strategic metals [3]. Market Sentiment - According to Furong Fund, the equity market remains in a volatile range, with fluctuations driven by the relative positions of capital and stock prices. The previously high-performing technology sector has seen a decline in trading volume, but the industry continues to develop positively. The technology sector may be entering a mid-term layout phase, with a focus on AI, semiconductors, and robotics as key growth areas [4].

转自：新华财经 新华财经合肥6月2日电（李芸）高端化、智能化、绿色化是工业车辆行业发展的必然趋势。近年来，安徽叉车集团核 心控股子公司安徽合力股份有限公司积极拥抱行业转型新浪潮，探索智能制造新模式、发展智能绿色新产业、培育智 能服务新动能，致力于打造制造业数字化转型和智能物流产业发展标杆企业。 以技术创新应对市场新需求 技术创新是企业发展的不竭动力。近年来，安徽合力深度聚焦智能化领域布局，凭借多年来在工业车辆领域自主研发 制造经验和先进的生产管理能力，以持续不断的产品和服务创新应对市场新变化、新需求。 安徽合力一直坚持国内、国际两个市场全面布局，深入推进"1个中国总部+N个海外中心+X个全球团队"国际化营销体 系建设。2024年，合力大洋洲中心、欧洲总部、欧洲研发中心、南美中心陆续开业，全年共实现整机出口12.64万台， 同比增长34.08%，海外业务收入占营业收入比重近40%。 2024年，安徽合力坚持高端化引领，关键技术获得突破，产品谱系持续拓展，攻克高效分布式电驱动技术，实现55吨 锂电池叉车研发上市，开发42款低温车型，实现26款仓储车研制上市，自主完成第二代混动堆高机开发，研发45吨氢 燃料牵引车和 ...

5月29日，A股三大指数集体上涨，截至收盘，上证指数涨0.7%，深证成指涨1.24%，创业板指 涨1.37%；北证50涨2.73%。两市成交额约11854.22亿元，较前一个交易日放量约1754.72亿 元。全市场4472只股票上涨、831只股票下跌，其中120只涨停、15只跌停。 板块方面，EDA、跨境支付、无人车辆、数字货币、金融科技，计算机、生物制品、化学制药、 汽车整车、电子化学品等行业以及概念涨幅居前；黄金、代糖/甜味剂、调味品、休闲食品、贵金 属、美容护理、食品饮料行业、银行等行业以及概念跌幅居前。(编辑 万佳） ...

为期3天的"贵州活动周"，旨在全面展示多彩贵州奇绝瑰丽的山水风光和多姿多彩的民族文化，全面展 示多彩贵州在经济、文化、旅游、科技、交通等方面取得的新进展、新成果，全面展示多彩贵州在中国 式现代化进程中的新风采，提升贵州国际影响力，助力打造"多彩贵州"文旅新品牌。 "贵州活动周"开幕式将于6月5日上午在日本大阪世博园中国馆举行，开幕式设文艺演出、嘉宾致辞、启 动仪式等环节。6月5日下午，贵州经贸文旅推介会将在日本大阪举办，共有50余家贵州商协会及企业参 展参会，涵盖白酒、食品、农业、车辆制造、文化旅游等行业。同时，贵州省铜仁市将赴东京开展文旅 招商推介，进一步推动铜仁与日本的文旅交流与合作。 "贵州活动周"期间，贵州将组织国家级非物质文化遗产代表性传承人现场演示银饰锻制、苗族锡绣制作 等技艺。黔东南苗族侗族自治州歌舞团将在世博会中国馆为观众带来富有民族特色的文艺表演，用艺术 传递多彩贵州的独特风情与文化魅力。此外，活动现场还将有"村T"民族时装秀表演，呈现令人耳目一 新的视觉盛宴，推动大山里的文化瑰宝以崭新的姿态登上国际舞台。 中新网贵阳5月28日电 (刘美伶)以"多彩贵州绿色未来"为主题的2025年日本大阪世 ...

智通财经5月28日讯，今日57股涨停，23股炸板，封板率为71%，尚纬股份5连板，融发核电4连板，均瑶健康、长城电工、汇金通3连板，永安药业11天7 板，尤夫股份12天7板，滨海能源8天6板，通达电气6天5板，云内动力、会稽山6天4板。市场全天窄幅震荡，三大指数小幅下跌。沪深两市全天成交额1.01 万亿，较上个交易日放量110亿。板块方面，饮料制造、可控核聚变、垃圾分类、深海科技等板块涨幅居前，电商、化学原料、CRO、造纸等板块跌幅居 前。截至收盘，沪指跌0.02%，深成指跌0.26%，创业板指跌0.31%。 人气及连板股分析 连板晋级率降至38.1%，高位人气股表现分化明显，宜宾纸业、中毅达等前期抱团妖股午后跳水触及跌停，但滨海能源尾盘上演"准地天板"实现反包。而一 些叠加近期热门方向的新抱团品种仍维持高晋级率，通达电气在内多股实现连板晋级。随着高位股内部出现松动，低风偏资金开始重新转向一些此前严重超 跌的科技赛道，算力、AI应用端以及机器人产业链等盘中均有所轮动。但近期几大热门方向的持续强势，仍使得一些低位方向的涨势缺乏持续性，例如昨 日午后爆发的农药板块，今日多数个股陷入冲高回落。从最近多板指数看，今日 ...