21世纪经济报道见习记者冉黎黎 北京报道 7月9日，国家统计局发布6月份全国CPI（居民消费价格指数）和PPI（工业生产者出厂价格指数）数 据。其中，CPI同比上涨0.1%，环比下降0.1%；PPI同比下降3.6%，环比下降0.4%。 国家统计局城市司首席统计师董莉娟解读表示，6月CPI同比上涨0.1%，为连续下降4个月后转涨。CPI 由降转涨主要受工业消费品价格有所回升影响。PPI环比下降0.4%，降幅与上月相同。受环比下降及对 比基数变动影响，PPI同比降幅比上月扩大0.3个百分点，但随着各项宏观政策加力实施，部分行业供需 关系有所改善，价格呈企稳回升态势。 前海开源基金首席经济学家、基金经理杨德龙对21世纪经济报道记者表示，6月份我国CPI同比上涨 0.1%，进入正增长区间；核心CPI涨幅创14个月新高，反映出稳增长政策逐步落地，效果逐步显现。 中国民生银行首席经济学家温彬对21世纪经济报道记者表示，CPI将呈现低位温和回升态势，PPI走出负 区间仍需时日。 国家统计局数据显示，2025年6月份，全国居民消费价格同比上涨0.1%。其中，城市上涨0.1%，农村下 降0.2%；食品价格下降0.3%，非食品价 ...

Core Insights - The article highlights the rapid growth of Chinese-made smart lawn mowers in the export market, particularly in Europe and the United States, driven by technological advancements and innovative features [1][4]. Group 1: Market Growth - The export value of Chinese smart lawn mowers reached $1.01 billion in the first quarter of 2025, marking a year-on-year increase of nearly 60% [4]. - The global market for garden lawns is substantial, with approximately 250 million gardens worldwide, and the U.S. alone accounts for 100 million, representing 40% of the global market [6]. Group 2: Technological Innovation - Recent innovations include boundary-free lawn mowers that eliminate the need for physical boundary lines, significantly reducing setup time and effort [3]. - Smart lawn mowers can now preset patterns for "lawn printing," showcasing the advanced capabilities of these devices [3]. Group 3: Market Potential - The usage rate of smart lawn mowers in Europe is between 10% and 15%, while in the U.S. it is only 2%, indicating significant growth potential in these markets [6]. - The transition from manual boundary setting to automated, intelligent, and unmanned solutions is expected to drive market development and increase sales of smart lawn mowers [6].

Performance Forecast - The company expects a net profit of 34.7 million to 38.2 million yuan for the current reporting period, representing a growth of 100% to 120% compared to the previous year, which had a net profit of 17.36 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between 30.93 million and 33.8 million yuan, showing an increase of 650% to 720% from the previous year's 4.12 million yuan [1] - Basic earnings per share are estimated to be between 0.0437 yuan and 0.0481 yuan, compared to 0.0273 yuan in the same period last year [1] Reasons for Performance Change - The rapid increase in sales scale of logistics equipment is a key driver of performance growth [2] - The smart self-service terminal products, including smart express cabinets and smart vending machines, continue to experience significant growth [2] - The new retail comprehensive operation business is also growing, supported by an increase in the number of operational points and improved operational efficiency [2] - The company maintains its strategic focus on "无人化、少人化" (unmanned and less manpower) and aims for quality growth through its "three strategic growth curves" [2]

Performance Forecast - The company expects a net profit of 360.54 million to 426.09 million yuan for the current reporting period, representing a growth of 120% to 160% compared to the previous year, where the net profit was 163.88 million yuan [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 252.02 million and 274.93 million yuan, reflecting a growth of 10% to 20% from the previous year's figure of 229.11 million yuan [1] - The basic earnings per share are anticipated to be between 0.31 yuan and 0.36 yuan, compared to 0.14 yuan per share in the same period last year [1] Communication with Auditors - The financial data in this performance forecast has not been audited by the accounting firm, but the company has communicated with the auditors regarding the forecast [1] Reasons for Performance Change - The equipment business segment has continued its strong revenue growth since 2020, with a revenue growth rate exceeding 20%, contributing positively to the company's consolidated revenue and profit [1]

Performance Forecast - The company expects a net loss attributable to shareholders of between 5.2 million and 7.3 million yuan, compared to a loss of 9.4578 million yuan in the same period last year [1] - The net loss after deducting non-recurring gains and losses is projected to be between 5.4 million and 7.5 million yuan, down from a loss of 11.8974 million yuan in the previous year [1] - Basic earnings per share are expected to be a loss of between 0.024 yuan and 0.034 yuan, compared to a loss of 0.04 yuan per share last year [1] Communication with Auditors - The performance forecast has not been reviewed by registered accountants, but the company has communicated with the auditing firm, and there are no significant disagreements [1] Reasons for Performance Changes - The company is enhancing its independent research and development capabilities and optimizing its industrial structure by closing loss-making divisions [1] - The company is actively expanding into key industries such as central enterprises, finance, and electricity, despite facing challenges such as project cycle extensions [1] - The company's operating income decreased by approximately 41 million yuan, primarily due to the exclusion of revenue from its subsidiary, Nanjing Nanman Electric Co., Ltd., which had revenue of 52.99 million yuan in the same period last year [1][2] - The net profit attributable to shareholders has reduced its loss by approximately 23% year-on-year, while the net profit after excluding non-recurring gains and losses has reduced its loss by about 37% year-on-year [2] - The company has significantly improved its precision manufacturing capabilities and is focusing on cost control measures to enhance operational efficiency [2]

证券代码：600745 证券简称：闻泰科技 公告编号：临 2025-114 转债代码：110081 转债简称：闻泰转债 闻泰科技股份有限公司 关于 2024 年年度报告的信息披露监管问询函的回复公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 闻泰科技股份有限公司（以下简称"公司"）于 2025 年 5 月 23 日收到上海证 券交易所《关于闻泰科技股份有限公司 2024 年年度报告的信息披露监管问询函》 （上证公函【2025】0632 号），公司及相关中介机构对有关问题进行了认真分 析与核查，现就监管问询函中提及的相关问题回复如下： 额分别为 78.34 亿元、17.63 亿元，合计金额 95.97 亿元，同比增长 30.50%；短 期借款、长期借款、应付债券余额合计 181.29 亿元，当期利息费用 6.93 亿元。 货币资金中，银行承兑汇票保证金等受限货币资金合计 16.24 亿元，存放于境外 款项 27.13 亿元，同比增长 146.41%。2025 年 4 月，公司公告拟终止部分可转债 募投项目并将约 28 ...

国浩律师（上海）事务所 法律意见书 国浩律师（上海）事务所 关于江西沃格光电集团股份有限公司 差异化分红事项之专项法律意见书 致：江西沃格光电集团股份有限公司 根据《中华人民共和国公司法》 （以下简称"《公司法》"）、 、《上海证券交易所上市公司自律监管指引第７ 号——回购股份》 （以下简称"《自律监管指引第 7 号》"）、 《上海证券交易所股票 上市规则》（以下简称"《上市规则》"）、《上海证券交易所交易规则》（以下简称 "《交易规则》"）以及《江西沃格光电集团股份有限公司章程》（以下简称"《公 司章程》 "）等相关法律、法规及规范性文件的规定，本所律师就江西沃格光电集 团股份有限公司（以下简称"公司"）2024 年度利润分配涉及的差异化分红（以 下简称"本次差异化分红"）相关事项出具本法律意见书。 按照律师行业公认的业务标准、道德规范和勤勉尽责的精神，依据本法律意 见书出具之日以前已发生或存在的事实，本所律师发表法律意见，并声明如下： 出具本法律意见书有关的所有文件资料及证言进行了审查判断，对公司本次差异 化分红合法、合规、真实、有效进行了充分的核查验证，保证本法律意见书不存 在虚假记载、误导性陈述及重大 ...

和顺电气（300141）公告，公司与上海京能领金新能源发展有限公司签订了《设备采购合同》。该合同 为日常经营合同，无需提交公司董事会及股东大会审议批准。合同采购内容为移动电源综合系统，供应 周期为3年，合同设备含税总价为1.95亿元。项目总需求为30套，分批供货，履约保证金金额为300万 元。合同的履行预计将对公司本年度及未来年度经营业绩产生积极影响。 ...

东方精工（002611）公告，预计2025年上半年净利润为3.61亿元–4.26亿元，比上年同期的1.64亿元增长 120%-160%。报告期内，公司瓦楞纸包装装备业务整体营收利润保持稳健；水上动力设备业务板块整体 营收延续了自2020年以来的良好增势，营收增速超20%，对公司合并报表营收利润的贡献持续增长。 ...

| | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观其他 | | | 1、华西证券 庞博 | | 参与单位名称及 | 2、广发基金马英皓 | | 人员姓名 | 3、民生证券 崔若瑜 | | | 4、鹏华基金 周书臣、董威、赵花荣、胡颖 | | | 5、西南证券 叶泽佑 | | 时间 | 2025年7月9日上午10:00-11:30、下午14：00-15：10、15：45-16：50 | | 地点 | 公司会议室、腾讯会议 | | 上市公司接待人 员姓名 | 1、公司董事会秘书、财务总监 李红涛 | | | 2、公司证券事务代表 刘玉 | | | 1、公司在商业航天业务领域进展情况如何？ | | | 商业航天业务领域广阔，目前业务主要为商业火箭箭体结构件 | | | 制造，包括箭体大部段（壳段）、整流罩、燃料贮箱、发动机阀门 | | | 等。公司在2024年已完成产线建设，主要客户包括蓝箭航天、天兵 | | | 科技、中科宇航等商业航天火箭公司。目前已经批量交付客户整流 | | ...