截至2025年6月30日，鹏华基金旗下鹏华恒生港股通高股息率指数发起式C（023071）期末净资产0.23亿 元，比上期减少64.38%，该基金经理为张羽翔。 本文源自：金融界 简历显示，张羽翔先生:国籍中国,工学硕士。曾任招商银行软件中心(原深圳市融博技术公司)数据分析 师;2011年3月加盟鹏华基金管理有限公司,历任监察稽核部资深金融工程师、量化及衍生品投资部资深量 化研究员,先后从事金融工程、量化研究等工作;现任量化及衍生品投资部基金经理。2015年09月至2020 年06月担任鹏华上证民企50ETF联接基金经理,2015年09月至2020年06月担任民企ETF基金经理,2016年 06月至2018年05月担任鹏华新丝路分级基金经理,2016年07月至2020年12月担任鹏华高铁分级基金经 理,2016年09月至2022年08月担任鹏华沪深300指数(LOF)基金经理,2016年09月至2022年08月担任鹏华中 证500指数(LOF)基金经理,2016年11月至2020年07月担任鹏华新能源分级基金经理,2016年11月至2020年 12月担任鹏华一带一路分级基金经理,2018年04月至2020年12 ...

天眼查商业履历信息显示，长城基金管理有限公司成立于2001年12月，位于深圳市，是一家以从事资本 市场服务为主的企业。注册资本15000万人民币，法定代表人为王军。 本文源自：金融界 作者：基金君 近期份额规模变动情况： 日期期间申购（亿份）期间赎回（亿份）期末总份额（亿份）期末净资产（亿元）净资产变动率2025- 06-300.000.010.020.02-24.80%2025-03-310.000.000.020.02-2.54%2024-12-310.000.020.020.02-47.96%2024- 09-300.000.020.040.04-27.77% 数据显示，该基金近3个月收益率15.88%，近一年收益率13.15%，成立以来收益率为13.15%。其股票持 仓前十分别为：中远海控、兖煤澳大利亚、东方海外国际、民生银行、中信银行、海丰国际、国泰海 通、中国石油股份、中国海洋石油、中国神华，前十持仓占比合计44.06%。 截至2025年6月30日，长城基金旗下长城中证港股通高股息指数发起(QDII)C（022326）期末净资产0.36 亿元，比上期减少80.71%，该基金经理为曲少杰。 简历显示 ...

具体来看，今日上榜营业部中，第一大买入营业部为开源证券股份有限公司西安西大街证券营业部，买 入金额为1529.73万元，第一大卖出营业部为国泰海通证券股份有限公司总部，卖出金额为183.97万元。 资金流向方面，今日该股主力资金净流入6570.65万元，其中，特大单净流入7092.53万元，大单资金净 流出521.89万元。近5日主力资金净流入4369.94万元。 4月26日公司发布的一季报数据显示，一季度公司共实现营业收入12.81亿元，同比下降31.31%，实现净 利润-9158.74万元。 云煤能源(600792)今日涨停，全天换手率2.74%，成交额1.16亿元，振幅8.58%。龙虎榜数据显示，营业 部席位合计净买入4267.37万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.55%上榜，营业部席位合计净买入4267.37万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交5748.68万元，其中，买入成交额为 5008.03万元，卖出成交额为740.66万元，合计净买入4267.37万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | -- ...

据中国 煤炭市场网，本周动力煤价格涨幅有所扩大。近期国内宏观政策端偏暖，市场对预期信心增 强，煤炭各品种价格均出现明显好转。同时，主产区多降雨天气，煤炭产量恢复不及预期，支撑产地价 格继续小幅反弹。港口方面，市场情绪保持乐观，贸易商报价延续小幅上涨。不过，电厂采购积极性一 般，主要以兑现长协为主，少量补库需求释放。截至7月18日，"CCTD环渤海动力煤现货参考 价"5500K、5000K、4500K三个规格品价格分别收于639、575、509元/吨，周环比分别上升12、13、13 元/吨。 ...

Core Viewpoint - The A-share market is experiencing a bullish trend, with the Shanghai Composite Index reaching a new closing high for the year, driven by sectors such as rare earths, energy metals, coal, and non-ferrous metals [1][2][4]. Group 1: Market Performance - The three major A-share indices continued to rise, with the Shanghai Composite Index hitting a year-to-date closing high [1][2]. - The total trading volume in the two markets reached 1.57 trillion yuan, with sectors like rare earths, coal, and non-ferrous metals leading the gains, while gaming, photovoltaic, and consumer electronics sectors saw corrections [4]. - Analysts believe the market is in a new bullish phase, supported by improved investor sentiment and the influx of new capital, although there are strong resistance levels to consider [5]. Group 2: Sector Analysis - The "anti-involution" policy is gaining traction, leading to a collective strength in resource sectors such as rare earths, lithium, coal, and non-ferrous metals, with companies like China Molybdenum and Shengxin Lithium Energy hitting the daily limit [8]. - The technology growth sector is also active, with innovations in pharmaceuticals and AI, particularly following the easing of restrictions on Nvidia chips, which is expected to reshape the AI industry chain [10][11]. - The Ministry of Industry and Information Technology has announced initiatives to promote innovation in humanoid robots, the metaverse, and brain-computer interfaces, indicating a focus on future industries [12]. Group 3: Investment Opportunities - Despite the Shanghai Composite Index surpassing 3,500 points, the stock market still offers value based on valuation metrics and stock-bond yield ratios [14]. - As companies begin to disclose their semi-annual reports, the overall performance of A-share companies is expected to be better than the same period last year, suggesting a return to an earnings-driven market [16]. - Key sectors to watch include home appliances, consumer electronics, and high-end manufacturing, which are expected to maintain growth due to supportive policies and market conditions [18][19][29]. Group 4: Fund Manager Insights - Recent fund reports indicate that many fund managers have increased their equity positions, particularly in technology and healthcare sectors, with some focusing on stocks like Xinyisheng, which has seen a significant price increase of nearly 1500% since the beginning of 2023 [23][24]. - Fund managers express optimism about equity assets, identifying structural opportunities in innovative pharmaceuticals, AI, and high-end manufacturing as key areas for investment [27][29]. - The overall sentiment among fund managers is positive, with a focus on capturing growth opportunities while managing risk through diversified portfolios [26][29].

Group 1 - The core viewpoint of Pacific Securities is that there are three main lines in the market, with various sectors showing signs of recovery, particularly in areas like photovoltaic, pig farming, and glass, which are at historical lows and present opportunities for active participation [3] - The second main line involves sectors undergoing significant industrial transitions, such as solid-state batteries and innovative pharmaceuticals [3] - The third main line focuses on high-dividend sectors, particularly coal, which benefits from anti-involution policies, and energy sectors supported by oil prices remaining above $40, alongside banks and insurance benefiting from changes in fund inflows [3] Group 2 - According to Caixin Securities, the A-share market is expected to operate with a strong oscillation trend, transitioning from a "weight-based" to a "theme-based" market, with structural opportunities emerging [4][5] - The macroeconomic environment shows no significant negative factors before August, indicating a new bullish window, with improved investor sentiment and incoming funds providing upward momentum for indices [5] - The implementation of anti-involution policies could alleviate the "increasing revenue without increasing profit" dilemma for companies, potentially leading to a new phase of market growth [5] Group 3 - China Galaxy Securities emphasizes that the technology growth sector remains a long-term mainstay in the market, driven by policy support and industrial upgrades, with areas like AI computing, robotics, and semiconductors showing long-term development potential [6] - The recommendation is to focus on high-performing value stocks within the technology sector, targeting high-growth sub-sectors while managing overall risk [7]

金十数据7月18日讯，华阳股份在互动平台表示，近期华北地区持续高温，山东及河北等地用电负荷显 著攀升，带动电厂用煤需求增加。目前公司按核定产能满产满销。 华阳股份：目前公司按核定产能满产满销 ...

南方财经记者郑康喜 广州报道 7月18日，广东省统计局发布上半年经济数据。上半年，广东实现地区生产总值68725.40亿元，按不变 价格计算，同比增长4.2%，增速比一季度提升0.1个百分点。其中，第一产业增加值2258.86亿元，增长 4.2%；第二产业增加值25978.86亿元，增长3.4%；第三产业增加值40487.69亿元，增长4.6%。 统计数据显示，上半年，广东规模以上工业增加值同比增长4.0%，增速比一季度加快0.1个百分点，其 中6月份增长5.3%。重点行业发挥稳定支撑，计算机、通信和其他电子设备制造业增加值增长7.3%，电 气机械和器材制造业增加值增长7.8%，汽车制造业增加值增长7.2%，石油、煤炭及其他燃料加工业增 长8.6%，通用设备制造业增长6.7%。 新动能方面增势良好，先进制造业、高技术制造业增加值分别增长5.9%、6.0%，占规模以上工业增加 值比重分别为55.4%、33.0%。高技术产品产量快速增长，新能源汽车、储能用锂离子电池、工业机器 人、服务机器人、民用无人机产品产量分别增长14.7%、42.2%、34.0%、23.0%、58.2%。 上半年，全省服务业增加值同比增长4 ...

Report Industry Investment Rating - No relevant content provided Core Viewpoints of the Report - Macroscopically, the China National Coal Association emphasizes scientific production rhythm, improved coal supply quality, and industry self - discipline to balance the coal market. The steel industry shows a trend of reduced development but increased industrial concentration. Overseas, Trump plans to impose tariffs on products from Mexico and the EU, and may impose sanctions on Russia. In terms of supply and demand, mine - end inventories have decreased for 4 consecutive weeks, market confidence has improved, and the total inventory is moderately high. Technically, the weekly K - line of the coking coal main contract is bearish. It is recommended to treat the main coking coal contract as oscillating, as short - term price increases may face pressure due to high inventories and enhanced macro - disturbances [8] Summary by Directory 1. Weekly Summary a. Market Review - The daily average output of raw coal from 523 coking coal mines is 192.9 tons, a week - on - week increase of 1.1 tons. The daily average output of 110 coal washing plants is 53.38 tons, an increase of 0.79 tons. The total coking coal inventory (independent coking plants + 6 major ports + steel mills) is 1858.07 tons, a week - on - week increase of 46.92 tons and a year - on - year increase of 4.85%. The average loss per ton of coke for 30 independent coking plants is 43 yuan/ton. The steel mill profitability rate is 60.17%, a week - on - week increase of 0.43 percentage points and a year - on - year increase of 28.14 percentage points. The daily average hot metal output is 242.44 tons, a week - on - week increase of 2.63 tons and a year - on - year increase of 2.79 tons [7] b. Market Outlook - Macroeconomic policies aim to balance the coal market and the steel industry shows a trend of reduced development. Overseas, tariff policies may impact the market. Supply - demand shows mine - end destocking and inventory transfer. Technically, the weekly K - line is bearish. The recommended strategy is to treat the main contract as oscillating [8] 2. Futures and Spot Market a. Futures Market - As of July 18, the coking coal futures contract open interest is 83.76 million hands, a week - on - week increase of 4.57 million hands. The price difference between the coking coal 1 - 9 contracts is 49.50 yuan/ton, a week - on - week increase of 16.50 yuan/ton. The number of registered coking coal warehouse receipts is 500 hands, a week - on - week increase of 300 hands. The price difference between the main coke and coking coal contracts is 592.00, a week - on - week decrease of 14.50 points [14][20] b. Spot Market - As of July 17, 2025, the coke flat - price at Rizhao Port is 1280 yuan/ton, unchanged from the previous week. The ex - factory price of coking coal in Wuhai, Inner Mongolia is 980 yuan/ton, a week - on - week increase of 20 yuan/ton. As of July 18, the coking coal basis is 61.5 yuan/ton, a week - on - week decrease of 1.50 [24] 3. Industrial Chain Situation a. Coal Mine End - The capacity utilization rate of 523 coking coal mines is 86.1%, a week - on - week increase of 0.6%. The daily average output of raw coal is 192.9 tons, a week - on - week increase of 1.1 tons, and the raw coal inventory is 615.3 tons, a week - on - week decrease of 27.6 tons. The daily average output of clean coal is 77.0 tons, a week - on - week increase of 0.5 tons, and the clean coal inventory is 339.1 tons, a week - on - week decrease of 38.1 tons. The operating rate of 110 coal washing plants is 62.85%, an increase of 0.53%. The daily average output is 53.38 tons, an increase of 0.79 tons. The raw coal inventory is 298.69 tons, a decrease of 2.08 tons, and the clean coal inventory is 191.54 tons, a decrease of 5.53 tons [30] b. Total Coking Coal Inventory - The total coking coal inventory (independent coking plants + 6 major ports + steel mills) is 1858.07 tons, a week - on - week increase of 46.92 tons and a year - on - year increase of 4.85%. The inventory of 230 independent coking enterprises shows an increase in coking coal inventory and available days [34] c. Port Inventory - The inventory of imported coking coal at 16 ports is 553.50 tons, a decrease of 0.29 tons. The coke inventory at 18 ports is 252.71 tons, a decrease of 2.97 tons [38] d. Downstream Situation - The daily average hot metal output of 247 steel mills is 242.44 tons, a week - on - week increase of 2.63 tons and a year - on - year increase of 2.79 tons. The steel mill profitability rate is 60.17%, a week - on - week increase of 0.43 percentage points and a year - on - year increase of 28.14 percentage points [42] e. Independent Coking Plants - The average loss per ton of coke for 30 independent coking plants is 43 yuan/ton. Different regions have different profit situations, with Shandong showing a profit and Inner Mongolia showing a large loss [47] f. Upstream Situation - From January to June, the raw coal output of industrial enterprises above the designated size is 24.0 billion tons, a year - on - year increase of 5.4%. In June, the output is 4.2 billion tons, a year - on - year increase of 3.0%, with a daily average output of 1404 million tons. In May 2025, China's coking coal output is 4070.27 million tons, a year - on - year increase of 2.45%. From January to May, the cumulative import of coking coal is 4379.48 million tons, a year - on - year decrease of 7.17% [52][56]

Group 1 - Senyuan Electric signed a strategic cooperation agreement with Xuchang Digital Supply Chain Management Co., aiming for annual business cooperation not exceeding 500 million yuan over 36 months [1] - CICC's subsidiary, CICC Wealth, reported a net profit of 987 million yuan for the first half of the year, with total assets of 193.37 billion yuan [2] - Shuangjie Electric expects a net profit of 100 million to 120 million yuan for the first half of the year, representing a year-on-year increase of 16.03% to 39.23% [3][4] - Shentong Technology reported a net profit of 64.28 million yuan for the first half of the year, a year-on-year increase of 111.09% [5] - Suqian Nongfa's net profit for the first half of the year decreased by 27.72% to 213 million yuan [6] Group 2 - Fuan Pharmaceutical expects a net profit decline of 39.95% to 53.81% for the first half of the year, estimating between 100 million to 130 million yuan [8] - Xingwang Yuda anticipates a net loss of 11 million to 21 million yuan for the first half of the year [9] - Pulaike received a new veterinary drug registration certificate for a vaccine aimed at preventing chicken diseases [10] - Yuandong Biological's ephedrine injection received a drug registration certificate for treating low blood pressure during anesthesia [11] - Suqian Liansheng's subsidiary obtained two invention patent certificates [12] Group 3 - Oke Technology signed a 176 million yuan equipment order with Jiangxi Tianhong New Materials [13] - Publishing Media announced the resignation of its chief accountant due to work changes [15] - Zhongxin Co. plans to use 40 million yuan of idle funds for cash management [16] - Huiyun Titanium plans to use up to 58 million yuan of idle convertible bond funds for cash management [18] - Haineng Technology intends to apply for a credit facility of up to 200 million yuan from a bank [20] Group 4 - Jiabiou expects a net profit increase of 57.61% for the first half of the year, estimating around 107 million yuan [21] - Nanjing Gaoke reported a 1185% year-on-year increase in contract sales area for the second quarter [22] - Shuguang Co. received approval for a specific stock issuance application [23] - Huadong Pharmaceutical's subsidiary received approval for a clinical trial of a new drug targeting advanced solid tumors [23] - Quicheng Co. plans to invest 900 million yuan in two new projects [25] Group 5 - Shenlian Biological's vaccine for avian adenovirus received a new veterinary drug registration certificate [26] - Rike Chemical signed a strategic cooperation framework agreement with Dongming Petrochemical [28] - Jincheng Pharmaceutical's subsidiary received a renewed tobacco production license [29] - Magmi Te's stock issuance application was accepted by the Shenzhen Stock Exchange [29] - Zhongyin Securities received approval to issue bonds totaling up to 14 billion yuan [29] Group 6 - Hewei Electric's executives plan to reduce their holdings by a total of 2.24% of the company's shares [44] - Guo Wang Xintong reported a net profit of 266 million yuan for the first half of the year, a decrease of 10.82% [45] - Guo Wang Xintong's subsidiary won a 966 million yuan tender from the State Grid [46] - Jicheng Electronics won contracts worth approximately 83.79 million yuan from the State Grid [48] - Helen Piano is planning a change of control, leading to a temporary stock suspension [48]