煤炭采选业
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平煤股份:7月28日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-07-29 11:24
截至发稿,平煤股份市值为205亿元。 每经头条(nbdtoutiao)——直击首例基孔肯雅热报告社区:下水井盖都加装纱网和胶带,已很难见到 一只蚊子!千人投入"防蚊战" 每经AI快讯,平煤股份(SH 601666,收盘价:8.3元)7月29日晚间发布公告称,公司第九届第四十五 次董事会会议于2025年7月28日采用通讯表决的方式召开。会议审议了《关于出售控股子公司股权的议 案》等文件。 2024年1至12月份,平煤股份的营业收入构成为:煤炭采选业占比89.51%,其他业务占比10.49%。 (记者 王晓波) ...
通胀虽低:积极政策在行动
Haitong Securities International· 2025-04-14 13:58
Price Trends - In March 2025, the CPI decreased by 0.1% year-on-year, while the PPI fell by 2.5%, indicating a marginal expansion in the decline[2] - The month-on-month CPI dropped by 0.4%, aligning with seasonal patterns, and the year-on-year decline narrowed[3] - Core CPI showed a marginal recovery, primarily due to the effects of the "trade-in" policy, which supported prices of household appliances and electronics[3] Consumption and Demand - Overall consumption and service demand remain weak, necessitating further policy support[2] - March food prices fell by 1.4% month-on-month, with significant declines in fresh vegetables, pork, and eggs[6] - The average price of live pigs was approximately 14.6 yuan/kg, remaining below 15 yuan/kg for three consecutive months[6] PPI Dynamics - The PPI saw an expanded decline of 0.4% month-on-month and 2.5% year-on-year, influenced by falling international oil prices and weak domestic demand[12] - The upstream mining sector experienced a month-on-month price drop of 2.9%, while raw material prices shifted from a 0.1% increase to a 0.6% decrease[12] - The prices of durable consumer goods fell by 1.0%, indicating a potential "price war" as companies aim to boost sales[12] Policy Implications - Increased urgency for monetary policy adjustments, including RRR cuts and interest rate reductions, is anticipated[2] - Fiscal measures are expected to include accelerated special bond issuance and enhanced consumption subsidies[2] - The ongoing tariff disturbances and rising external risks suggest that further growth-stabilizing policies are likely to be implemented[2] Risks - Uncertainty in real estate trends persists, and the strength of policy measures may be weaker than expected[21]