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甘肃省庆阳市西峰工业园区:三链并进锻造高质量发展新引擎
Zhong Guo Hua Gong Bao· 2025-06-23 15:02
Core Viewpoint - The Xifeng Industrial Park in Qingyang, Gansu Province, is actively promoting industrial development through various initiatives, including the establishment of industrial parks, attracting enterprises, and enhancing industrial chains to foster high-quality growth [1]. Group 1: Industrial Development Initiatives - The Qingyang Tongxin Petroleum Technology Co., Ltd. is constructing a 500,000-ton/year light hydrocarbon deep processing project, which is a key oil and gas industry extension project in the Xifeng Park, aimed at creating two "hundred billion" industrial chains [2]. - The Xifeng Park has attracted 47 enterprises, forming industrial clusters in petrochemicals, fine chemicals, intelligent equipment manufacturing, and food biomedicine [3]. Group 2: Digital Economy and Infrastructure - The Xifeng Park is seizing opportunities from the national "East Data West Computing" strategy, having established a digital economy investment team and engaged with nearly a thousand digital economy enterprises [4]. - By the end of 2024, the Qingyang data center cluster is expected to have six intelligent computing centers and over 31,000 racks, with computing power projected to exceed 50,000 P [4]. Group 3: Supporting Facilities and Services - The Xifeng Park has implemented a comprehensive infrastructure improvement plan, including the construction of 12 main roads and the establishment of water, gas, and electricity networks, enhancing the overall capacity for enterprise operations [6]. - The park's management is focused on implementing three key action plans for infrastructure construction, project attraction, and safety production, with 12 infrastructure projects and 15 enterprise projects planned for the year [6]. Group 4: Future Projections - By the end of 2024, the number of industrial enterprises in the Xifeng Park is expected to reach 552, with 39 of them being above-scale industrial enterprises, indicating a robust growth trajectory [7].
国泰海通 · 晨报0624|农业、固收、石化、批零社服
Group 1: Core Views on Pig Cycle - The stability of pig prices since the beginning of the year indicates a near balance between supply and demand, influenced by the number of breeding sows, with a 7% year-on-year decline in breeding sows correlating with stable pig prices [1] - The pig cycle consists of efficiency and breeding cycles, where the efficiency cycle reflects production efficiency affected by winter diseases, and the breeding cycle shows a strong correlation between the number of breeding sows and price changes [1][2] - The current phase is characterized by a downward trend in pig prices and capacity reduction, with attention needed on price declines, industry losses, and potential policy impacts [2] Group 2: Investment Outlook in Pig Sector - The pig sector is currently in a capacity reduction phase, which historically corresponds to strong stock performance [3] - Major stocks in the sector are at relatively low valuations, and factors such as price declines, disease situations, and policy changes could act as catalysts for stock price increases [3] - Selection of individual stocks should consider funding, cost, and growth balance, with a focus on companies with cost advantages likely to see long-term valuation increases [3]
和讯投顾韩东峰:金融板块依然是稳定了市场的信心
He Xun Wang· 2025-06-23 13:44
Market Overview - The market opened lower but gradually rebounded, indicating a significant boost in investor confidence [1] - The trading volume was relatively low, with the Shanghai Composite Index's turnover at over 440 billion, suggesting that a substantial breakout above 3,400 points requires further volume support [1] Sector Performance - The financial sector played a crucial role in stabilizing market confidence, with the securities sector showing nearly all stocks in the green and many large banks reaching historical highs [1] - The oil and gas extraction sector initially opened high but later experienced a pullback, reflecting concerns over international situations and oil prices, which have been somewhat stabilized [1] - Energy metals showed strong performance throughout the day, driven by specific events and other underlying factors [1] Technical Analysis - The market is currently in a fluctuation range between 3,300 and 3,400 points, with no significant changes observed [2] - Investors are advised to manage their positions carefully, avoiding panic buying during dips and not over-leveraging during rallies near 3,400 points [2] - It is essential to focus on leading stocks in various sub-industries, considering their cyclical nature and the impact of policy events on market volatility [2]
中金资深投资人离职创业,现要IPO了!
IPO日报· 2025-06-23 13:19
星标 ★ IPO日报 精彩文章第一时间推送 6月16日至22日,证监会官网新增披露,四川省威沃敦石油科技股份有限公司(下称"威沃 敦")、天津爱思达航天科技股份有限公司(下称"爱思达航天")、苏州信诺维医药科技股份 有限公司(下称"信诺维")、武汉中科创新技术股份有限公司(下称"中科创新")、友邦散 热器(常熟)股份有限公司(下称"友邦股份")、海南百迈科医疗科技股份有限公司(下 称"百迈科医疗")、锐牛股份有限公司(下称"锐牛股份")等7家公司进行了辅导备案。 IPO日报注意到,威沃敦由 西南石油大学名誉校友创立,业绩波动明显,净利润至今未恢复 到三年前; 爱思达航天主营 造火箭整流罩,鼎晖投资、浙大联创投资、深创投参股; 信诺 维创始人中金公司出身,获杏泽资本、乐普医疗、腾讯投资青睐;中国农机胶带行业龙头企 业锐牛股份服务沃得农机、雷沃重工、中联重科等知名企业,2022年是业绩峰值。 AI制图 01/ 西南石油大学名誉校友创立 6月16日,证监会披露,威沃敦在四川证监局启动IPO辅导备案,辅导机构为申港证券,拟在 北交所IPO。 此前,威沃敦已于2023年12月在新三板挂牌,股票代码:872774。 02 ...
美股前瞻 | 三大股指期货齐跌 地缘政治或成本周市场主线
智通财经网· 2025-06-23 12:08
| 德国DAX30 | 23,152.10 | 23,392.75 | 23,082.56 | -174.50 | -0.75% | | --- | --- | --- | --- | --- | --- | | 英国富时100 | 8,751.19 | 8,788.55 | 8,736.30 | -23.46 | -0.27% | | 法国CAC40 | 7.518.49 | 7.597.94 | 7.505.27 | -71.17 | -0.94% | | □ 欧洲斯托克50 | 5,201.25 | 5,249.25 | 5,187.70 | -32.33 | -0.62% | 3. 截至发稿,WTI原油涨0.74%,报74.39美元/桶。布伦特原油涨0.82%,报76.10美元/桶。 | 照 伦敦布伦特原油 | 2025年9月 | 76.10 | 77.66 | 74.96 | +0.62 | +0.82% | | --- | --- | --- | --- | --- | --- | --- | | 暨 WTI原油 | 2025年8月 | 74.39 | 77.13 | 73.19 | +0.55 ...
ETF复盘0623-区域局势风云突变,国防ETF(512670)近5个交易日“吸金”2.44亿元
Sou Hu Cai Jing· 2025-06-23 11:19
一、市场行情回顾 06月23日,A股三大股指全线上涨。其中,上证指数收涨0.65%,深证成指收涨0.43%,创业板指收涨0.39%,全市场超4000只个股上涨。主流宽基指数中, 北证50上涨1.54%,涨幅相对居前。 | 证券名称 | 日涨跌幅 | | --- | --- | | 北证50 | 1.54% | | 中证1000 | 1.31% | | 科创100 | 1.22% | | 科创综指 | 1.12% | | 上证指数 | 0.65% | | 中证500 | 0.61% | | 深证成指 | 0.43% | | 创业板指 | 0.39% | | 科创20 | 0.38% | | 创业板50 | 0.32% | | 沪深300 | 0.29% | | 中证A50 | 0.10% | | 数据来源: Wind,日期截至2025-06-23 | | 沪深两市成交额为11226亿元人民币,相较上个交易日小幅增量。 6月23日,港股主流指数集体收涨。其中,恒生科技指数上涨1.05%,涨幅相对居前。 | 证券名称 | 日涨跌幅 | | --- | --- | | 恒生科技指数 | 1.05% | | 恒生中国央 ...
美钻地炸弹落地,行情开始起飞!
格隆汇APP· 2025-06-23 10:29
就在周五公布特朗普周末去打高尔夫球时,没想到美国玩的是 "瞒天过海"和"声东击西"的战术。就在大家都 满以为可以安心过周末时,当地时间周六美国突袭伊朗,先后动用 6 架 B-2 轰炸机向伊朗福尔道核设施投掷 了 12 枚重达 13.6 吨的 GBU-57A/B 巨型钻地炸弹。美国海军潜艇向纳坦兹和伊斯法罕的核设施发射了 30 枚" 战斧 "巡航导弹,另有一架 B-2 轰炸机向纳坦兹核设施投掷了 2 枚"掩体炸弹"。 随后特朗普在其社交媒体 "真实社交"上发文称,美国已完成对伊朗福尔多、纳坦兹和伊斯法罕三处核设施的 袭击,并表示"伊朗的福尔多(核设施)已不存在"。 以色列总理内塔尼亚胡则表示:美国对伊朗核设施的打击是在与以色列全面协调下进行的。 伊朗则表示,遭袭击前已提前对三个核设施进行疏散。福尔多仅地上部分受损,且可以修复。 伊朗:已经提前转移,只有部分受损(我们赢了)! " 也就是在周末大家一致担忧的情况下,今天港 A 市场领先整个亚太股市也赢了,早盘情绪性惯性低开后就探 底回升开启了普反行情,下午yb和稳定币题材全线走强更是点燃市场炒作热情,截至收盘, A 股超 4200 家 上涨(涨停 71 家),恒科 ...
【光大研究每日速递】20250624
光大证券研究· 2025-06-23 09:01
点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 (赵乃迪/ 蔡嘉豪/王礼沫 ) 2025-06-22 您可点击今日推送内容的第2条查看 【农林牧渔】"618"战报出炉,宠物消费同比高增——光大证券农林牧渔行业周报(20250616-20250622) 25年"618"结束,宠物经济持续兑现高景气。根据京东"618"战报,超400个宠物品牌商家销售额同比增长超 100%,宠物成交用户同比增长32%、新晋养宠用户同比增长39%。 今 日 聚 焦 【有色】5月国内家用空调销量增长2.3%、产量同比下降1.8%——铜行业周报(20250616-20250620) 小结:矿端持续扰动,废铜端5月废铜国内产量、进口同步回落;需求端,5月国内空调产量低于此前预期,关 税备货效应减弱以及国内进入淡季 ...
【石油化工】地缘局势持续升级,看好油气油运战略价值——行业周报第408期(20250616—0622)(赵乃迪/蔡嘉豪/王礼沫)
光大证券研究· 2025-06-23 09:01
报告摘要 点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 以自身发展确定性应对外部不确定性,油气、油运战略价值凸显 2025年以来地缘政治局势不确定性较强,我国能源安全受到较多外部挑战。"三桶油"将继续维持高资本开支, 大力推进"增储上产",2025年油气当量产量计划分别增长1.6%、1.3%、5.9%。此外,本轮伊以冲突导致原油 运输风险加剧。2025年至今,全球约11%的海运贸易量经由霍尔木兹海峡,其中包括34%的海运石油出口、 30%的液化石油气出口、20%的液化天然气贸易、18%的化学品贸易和7%的汽车贸易,若伊朗关闭海峡出口, 将对全球原油贸易产生破坏性影响。截至6月19日,BDTI TD3C-TCE运价报收57758美元/天,较6月13日冲突 开始时大涨72%,地缘冲突背 ...
全线拉升!原因,找到了!
Zhong Guo Ji Jin Bao· 2025-06-23 08:09
【导读】市场回暖,低开高走 A股低开高走 6月23日,亚洲市场早盘遭遇些许恐慌情绪,中东战火蔓延以及石油供应中断将对东亚石油进口国造成冲击,但随后情绪转暖,股市投资者 似乎并不太担心。 A股市场全天低开高走,三大指数集体上涨。截至收盘沪指涨0.65%,深成指涨0.43%,创业板指涨0.39%。 市场共4446只个股上涨,84只个股涨停,844只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 其中 涨停 | 84 | | | 涨幅 > 7% | 150 | | | 涨幅 5-7% | 163 | | | 涨幅 3-5% | 629 | | | 涨幅 0-3% | | 3504 | | 跌幅 0-3% | 776 | | | 跌幅 3-5% | 45 | | | 跌幅 5-7% | 15 | | | 跌幅 > 7% | 8 | | | 其中 跌停 | 1 | | | 上涨家数 | | 4446 | | 下跌家数 | 844 | | | 平盘停牌 | 130 | | | 总品种数 | | 5420 | | 总成交额 | | 11469.22亿 | | 总成交量 | | ...