Group 1 - The core viewpoint emphasizes the necessity for the green and intelligent transformation of the agricultural industry chain in the context of China's dual carbon goals and rural revitalization strategy [1][2] - New Yike Technology has developed a globally leading "environmental stone-plastic fresh-keeping packaging box," achieving 100% recyclability and reducing post-harvest loss rates to one-fifth of traditional packaging [1][2] - The company has invested five years in silent research and development, resulting in significant breakthroughs that provide a "Chinese solution" for agricultural cold chain logistics and carbon reduction efforts [1][3] Group 2 - New Yike Technology focuses on stone-plastic composite materials, enhancing the inorganic powder content to over 72%, which reduces carbon emissions by 50% compared to traditional plastic boxes [2] - The company's innovative packaging extends the freshness period of perishable items like strawberries and blueberries by 2 to 3 times, lowering transportation loss rates from the industry average of 15%-20% to below 5% [2] - New Yike Technology has obtained 17 national patents, with its dynamic humidity regulation system recognized as internationally advanced, maintaining 85% freshness after 72 hours of transport for various fruits [3]

Investment Rating - The industry investment rating is "Hold" [1] Core Insights - British American Tobacco (BAT) forecasts a revenue growth of 1-2% for H1 2025, with adjusted operating profit expected to increase by 1.5%-2.5% [3][18] - The Glo Hilo product has shown positive market response, with a significant increase in conversion rates in Serbia and expected revenue acceleration in the second half of the year [3][19] - The heated tobacco market is projected to reach approximately $34.463 billion in 2023, with a year-on-year growth of 12.22% [3][23] Summary by Sections Weekly Topic - BAT's H1 2025 performance forecast indicates a slight decline in market share in key markets, but a recovery in the US market with a 10 basis point increase in sales volume and revenue share [3][18] - The Velo product line has seen a market share increase to 29.7%, with double-digit revenue growth, while the Glo Hilo's innovative launch is expected to boost performance in the latter half of the year [3][18] Weekly Market Review - From June 2 to June 6, 2025, the Shanghai Composite Index rose by 1.13%, with the light industry manufacturing sector increasing by 2.18%, ranking 8th among 31 sectors [4][28] - The textile and apparel sector saw a 1.89% increase, ranking 11th among the same sectors [4][28] Key Data Tracking Home Furnishing - In the week of May 25 to June 1, 2025, the transaction area of commercial housing in 30 major cities was 2.1262 million square meters, a 3.25% increase month-on-month [7][36] - The sales area of commercial housing for the first four months of 2025 was 28.3 million square meters, a year-on-year decrease of 2.8% [7][36] Packaging and Paper - As of June 6, 2025, the prices for various paper products showed slight fluctuations, with needle pulp priced at 5977.5 yuan/ton, a decrease of 0.43% [8][48] - The price of waste paper products remained stable, with waste yellow board paper priced at 1478 yuan/ton [8][48] Textile and Apparel - As of June 6, 2025, the cotton price index in China was 14561 yuan/ton, showing a slight decrease of 0.12% [10][10] - In April 2025, the retail sales of clothing and textiles reached 108.8 billion yuan, a year-on-year increase of 2.2% [10][10]

行 华福证券 轻工制造 2025 年 06 月 08 日 业 研 究 轻工制造 英美烟草 H2 预期提速，618 大促看好国牌突围 投资要点： 行 业 定 期 报 告 【周观点】各大电商平台 618 大促延续，看好个护&户外运动国牌突围； 晨光携手国漫顶流平台腾讯视频，持续看好公司 IP 战略推进；英美烟草公 告 1H25 业绩前瞻，预计下半年新型烟草板块将显著提速，主要驱动为口 含烟持续强劲、下半年 Vuse Ultra 分阶段推出、以及 GLO HILO 在主流市 场分阶段推出，特别是 HNB 板块增速将受益新品在下半年显著提速。 团队成员 | 分析师： | 李宏鹏(S0210524050017) | | --- | --- | | lhp30568@hfzq.com.cn | | | 分析师： | 汪浚哲(S0210524050024) | | wjz30579@hfzq.com.cn | | | 分析师： | 李含稚(S0210524060005) | | lhz30597@hfzq.com.cn | | 相关报告 1、轻工纺服行业周报：618 大促看好个护国牌崛 起，关注智能眼镜新品催化——2025 ...

截至2025年6月6日收盘，陕西金叶（000812）报收于4.72元，较上周的4.47元上涨5.59%。本周，陕西 金叶6月4日盘中最高价报4.84元。6月3日盘中最低价报4.44元。陕西金叶当前最新总市值36.28亿元，在 包装印刷板块市值排名28/42，在两市A股市值排名3768/5148。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 本周关注点 公司公告汇总：陕西金叶审议通过2025年度向银行等金融机构申请不超过40亿元综合授信敞口额 度。 公司公告汇总：全资子公司西安明德理工学院以售后回租方式借款9,900万元人民币，陕西金叶为 其提供不可撤销的连带责任保证。 公司公告汇总 陕西金叶科教集团股份有限公司于2025年4月23日和5月28日召开会议，审议通过了关于2025年度向银行 等金融机构申请综合授信敞口额度及担保事项的议案，同意公司及各所属子公司向金融机构申请不超过 人民币40亿元或等值外币的综合授信敞口额度，并提供相应担保。全资子公司西安明德理工学院向海通 恒信国际融资租赁股份有限公司以售后回租方式借款9,900万元 ...

据央视新闻6月3日消息，美国政府近期将钢铝关税提至50%，并向多国施压要求限期提交贸易谈判方 案，引发国际社会广泛争议与担忧。 美国此轮关税政策呈现出鲜明的"极限施压"特征。自4月宣布面向全球的"对等关税"以来，特朗普政府 一方面将钢铝关税从25%翻倍至50%，另一方面以7月9日恢复高额关税为威胁，要求贸易伙伴在4日前 提交谈判方案。这种"软硬兼施"的策略，本质是试图通过制造紧迫感迫使各国在市场准入、供应链调整 等核心议题上让步。数据显示，美国当前实际关税水平已达1938年以来最高，若"对等关税"完全实施， 将创下19世纪90年代以来的峰值，这种突破历史区间的关税壁垒，直接冲击全球贸易体系的稳定性。 贸易往来（资料图） 从短期看，美国政策已对自身经济产生显著反噬。经合组织年内两次下调美国增长预期，将2025年经济 增速预测从年初的2.2%调至1.6%，2026年预测值也降至1.5%。制造业成为首当其冲的领域：5月制造业 PMI连续第三个月低于荣枯线，降至48.5%，企业信心指数更出现1976年有记录以来的最大单季跌幅， 从60点骤降至34点。小企业主普遍反映成本激增，俄亥俄州某电吉他踏板厂商因零部件进口成本上 ...

证券代码：301188 证券简称：力诺药包 公告编号：2025-056 议案表决结果：同意票 3 票，反对票 0 票，弃权票 0 票。 债券代码：123221 债券简称：力诺转债 山东力诺医药包装股份有限公司 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 山东力诺医药包装股份有限公司（以下简称"公司"）第四届监事会第十次 会议通知已于 2025 年 6 月 6 日通过电话、口头通知等方式发出，经全体监事确 认，本次会议已豁免通知期限，会议于 2025 年 6 月 6 日以现场与通讯相结合的 方式在公司会议室召开。会议由监事会主席孙庆法先生召集并主持，本次会议应 出席监事 3 名，实际出席监事 3 名，其中孙庆法、马一以通讯表决方式出席会 议。本次会议的召开符合《中华人民共和国公司法》等法律、法规、规范性文件 和《公司章程》的有关规定，会议合法、有效。 二、监事会会议审议情况 根据《公司章程》等有关规定，监事会决定豁免会议通知期限，并于 2025 年 议案表决结果：同意票 3 票，反对票 0 票，弃权票 0 票。 经审议，监事会认为，公 ...

Veteran industrial company Greif (GEF 15.63%) was a standout on the stock exchange Thursday. Investors, captivated by a very convincing earnings beat in the company's freshly reported second quarter of fiscal 2025, pushed the industrial packing specialist's share price up by nearly 16%. In doing so, Greif not only crushed the S&P 500 index's performance on the day (it landed in the red by 0.5%), but also that of many blue chip stocks.A steady operatorGreif published those quarterly results just after market ...

Core Viewpoint - ST联合 is undergoing a significant asset restructuring by acquiring 100% equity of 江西润田实业股份有限公司 to enhance its financial stability and operational capabilities, aiming to avoid delisting risks and improve its market position [2][5]. Group 1: Company Overview - ST联合's stock price has surged from 4.73 CNY to 6.04 CNY, marking a 27.72% increase, with six consecutive trading limits reached [2]. - The company has been facing financial difficulties, with revenues declining from 5.65 billion CNY in 2022 to an expected 3.65 billion CNY in 2024, and net profits turning negative [3][4]. - The acquisition of 润田实业 is seen as a strategic move to revitalize ST联合's business model, shifting focus towards becoming a comprehensive service provider in the cultural and tourism sectors [4][5]. Group 2: Industry Context - 润田实业 is recognized as a leading player in the packaging drinking water sector in Jiangxi, holding a 58% market share locally but struggling for national presence [6][7]. - The drinking water industry is highly competitive, with major brands like Nongfu Spring and international players posing significant challenges to smaller companies like 润田实业 [7][8]. - The restructuring is viewed as a potential opportunity for 润田实业 to achieve a "backdoor listing" and enhance its market competitiveness, although long-term growth remains uncertain due to existing market pressures [6][8].

宏观金融数据日报 投资咨询业务资格:证监许可【2012】31号 【C 国贸易所得 国贸期货研究院 宏观金融研究中心 郑雨婷 期货执业证号:F3074875: 投资咨询证号: Z0017779 2025/6/5 导人将开展电话通话,讨论贸易政策。股指连续两日反弹,但未突破关 键压力位,市场成交量并未明显放量。 当前国内因素对股指的驱动力度不强,经济数据、高频地产消费和价 格数据无明显亮点,同时,继5月7日央行推出一揽子货币政策支持政策 后,国内政策层面处于相对真空期,短期内国家队护盘的必要性或有所 减弱。海外变量主导股指的短期波动,但特朗普政府形式风格多变,关 税政策仍面临较大不确定性。策略上,鉴于海外因素不确定性较大,期 指操作建议以观望为主,谨慎追涨。 | | 项目 | 当月合约 | 下月合约 | 当季合约 | 下季合约 | | --- | --- | --- | --- | --- | --- | | नेत 贴 | IF升贴水 | 15.53% | 14.05% | 0.02% | 6.60% | | 水 | IH升贴水 | 14. 60% | 14.62% | 6.77% | 3.65% | | 情 ...

人民网雅加达6月4日电（记者李培松）6月4日，2025第九届中国（印尼）出口品牌联展暨印尼雅加达国际工业联展（简称"印尼展"）在雅加达展览中心 开幕。 印尼展聚焦印尼工业化4.0升级新需求，同期举办印尼工业装备及零部件展、印尼塑料印刷包装及食品加工设备展、印尼国际电力新能源展，展品覆盖 印尼工业上下游全产业链中热门且极具潜力的15大品类，包括新能源、汽摩配、农业机械、塑料机械与模具、包装与印刷机械等，全面展现中国"智"造在工 业领域的综合实力。 展览面积达40,000平方米，不仅是中国在RCEP区域自主举办规模最大的工业题材展会，也是印尼最大工业供应链全产业展览，获得印尼工业部4.0委会 员等政府部门以及印尼包装联合会、印尼工业机械协会等14家印尼工业领域商协会的鼎力支持，吸引了来自中国20个省以及印尼、日本等国1,000多家企业 参展。展前预注册买家超70,000名，涵盖印尼及周边国家的专业采购商。 为更好助力中印尼两国工业领域的深度交流和合作，促进供需高效对接，2025年上半年，印尼展组委会联合印尼当地知名商协会在坤甸、望加锡、万隆 等地举办多场路演活动，现场推介优质中国企业及产品，提升中国制造在东盟市场 ...