金融界消息 截至2025年7月28日收盘，建龙微纳（688357）报收于31.82元，上涨4.74%，换手率3.3%， 成交量3.30万手，成交金额1.04亿元。 资金流向方面，今日主力资金净流入1273.15万元，占比成交额12.27%。其中，超大单净流入210.68万 元、占成交额2.03%，大单净流入1062.46万元、占成交额10.24%，中单净流出流出313.54万元、占成交 额3.02%，小单净流出959.60万元、占成交额9.24%。 建龙微纳最新一期业绩显示，截至2025一季报，公司营业总收入1.78亿元、同比减少7.39%，归属净利 润2541.18万元，同比减少19.68%，扣非净利润2265.32万元，同比减少18.14%，流动比率3.254、速动比 率2.584、资产负债率38.42%。 天眼查商业履历信息显示，洛阳建龙微纳新材料股份有限公司，成立于1998年，位于洛阳市，是一家以 从事化学原料和化学制品制造业为主的企业。企业注册资本10005.8481万人民币，实缴资本9956.8375万 人民币。公司法定代表人为李建波。 通过天眼查大数据分析，洛阳建龙微纳新材料股份有限公司共对外投 ...

7月27日，中国一汽奔腾在长春捌壹岛举办粉丝纳凉节活动，期间正式上市2026款奔腾小马微型纯电动汽车。新车共推出5款车型，官方指导价区 间为3.49万元至4.59万元。 2026款奔腾小马全系车型CLTC续航里程为222公里。官方称，新款车型在多个方面进行了升级。 外观与内饰： 新增"雪樱粉"车身颜色，采用多层喷涂工艺；内饰新增"可可棕"配色，座椅材质强调抗污耐刮与透气性。新车提供6种外观颜色和4 种内饰配色选择。 智能化：支持OTA智能升级，提供AI亲子绘本空间及娱乐应用。 服务政策：推出包含整车/三电终身质保、终身道路救援、终身保养计划等在内的"3终身+2计划+1个家"服务政策。 中国田径队运动员吴艳妮作为车主代表在活动现场揭晓了新车价格与政策信息。一汽奔腾管理层成员参与了现场互动环节。 据官方数据，奔腾小马自上市以来累计交付量已超过11.9万辆。官方表示，该车型拥有同级领先的续航里程、智能化配置、质保政策以及舒适性、 视野和环保性。 本次活动选址长春避暑，包含用户分享、T台展示等环节。一汽奔腾同时宣布开启"周年宠粉大礼包"活动，为车主提供包括服务升级、积分、周边 产品等答谢福利。发布会后，吴艳妮进行了歌 ...

欧美关税协议达成，国内强预期弱现实 核心观点 ⚫ 海外方面，美国与欧盟达成协议，对大多数欧盟商品征收 15%进口关税，仅为原先威胁税率的一半，成功避免贸易 战升级。作为交换，欧盟承诺未来在美投资约6000亿美元， 并显著增加美能源与军工产品采购。周一中美高层将在斯 德哥尔摩会晤，力争将8月12日关税"休战"协议延长90 天，美中高层经济交流重启，美中贸易全国委员会高级代 表团本周将访华。随着多国关税路径逐步明朗，市场风险 偏好小幅抬升，美股新高，金价回调，美元指数震荡走高。 本周关注美国、日本议息会议、7月非农就业报告及6月 PCE。 宏观周报 投资咨询业务资格 沪证监许可【2015】84 号 李婷 021-68555105 li.t@jyqh.com.cn 从业资格号：F0297587 投资咨询号：Z0011509 黄蕾 huang.lei@jyqh.com.cn 从业资格号：F0307990 投资咨询号：Z0011692 高慧 gao.h@jyqh.com.cn 从业资格号：F03099478 投资咨询号：Z0017785 王工建 wang.gj@jyqh.com.cn 从业资格号：F0384165 投资 ...

Group 1: Profit Trends - In the first half of 2025, the profit of large-scale industrial enterprises decreased by 1.8% year-on-year, with June's profit decline narrowing to 4.3%[1] - The cumulative profit growth rate for large-scale industrial enterprises showed a marginal improvement for foreign and Hong Kong-Macau-Taiwan invested enterprises, while private, state-owned, and joint-stock enterprises experienced a decline[1] - The profit margin for large-scale industrial enterprises in the first half of 2025 was 5.15%, down 4.8% year-on-year, indicating a widening decline compared to the previous month[1] Group 2: Economic Indicators - The industrial added value for large-scale enterprises grew by 6.4% year-on-year in the first half of 2025, an increase of 0.1 percentage points compared to the previous month[1] - The operating revenue for large-scale industrial enterprises increased by 2.5% year-on-year, a decrease of 0.2 percentage points from the previous month[1] - In the first half of 2025, 17 out of 41 industrial sectors achieved positive profit growth, with notable increases in black metal smelting, non-ferrous metal mining, and equipment manufacturing sectors[1] Group 3: Policy and Market Outlook - The improvement in June's industrial enterprise profits is attributed to the delayed effects of tariff suspensions and the release of "two new" policy efficiencies, alongside a rebound in exports[2] - The expectation of continued marginal improvement in July's industrial enterprise profits is based on the ongoing implementation of anti-involution measures, which are anticipated to alleviate price pressures[2] - Risks include the potential underperformance of anti-involution measures and uncertainties in the external environment that could disrupt domestic economic conditions[3]

Core Insights - Chongqing has successfully achieved the "halfway through the year, halfway through the task" goal by completing an investment of 240.95 billion yuan in key municipal projects in the first half of the year, reaching 50.2% of the annual investment plan [1] Group 1: Project Construction Progress - The number of projects started has accelerated, with 394 planned projects and an investment of 56.38 billion yuan completed in the first half of the year, achieving a startup rate of 52.5% [2] - Ongoing projects have also seen significant progress, with 541 projects and an investment of 128.79 billion yuan completed, with over half of the investment in 350 projects [2] - A total of 317 planned projects have been completed, with an investment of 55.79 billion yuan, including significant projects like the China Mobile Chengyu Jiangnan Data Center [2] Group 2: Accelerating Development Momentum - In the first half of the year, 415 key projects in the western region's high-quality development achieved an investment of 58.48 billion yuan, with 285 manufacturing projects completing 46.48 billion yuan, reflecting a 58.2% investment progress [3] - 40 technology innovation projects completed an investment of 2.31 billion yuan, promoting the integration of technological and industrial innovation [3] Group 3: Infrastructure and Transportation - In the first half of the year, 119 key projects in the inland open international cooperation area completed an investment of 49.93 billion yuan, with 81 transportation projects completing 45.62 billion yuan [4] - Significant investments include 17.46 billion yuan in railway projects and 21.02 billion yuan in highway projects, enhancing transportation infrastructure [4] Group 4: Urban Modernization and Public Services - A total of 596 key projects in urban modernization completed an investment of 116.66 billion yuan, with 286 public infrastructure projects completing 79.76 billion yuan [5] - Investments in healthcare and education projects reached 5.99 billion yuan and 7.39 billion yuan respectively, improving service capacity and resource quality [5] Group 5: Rural Development and Environmental Protection - 59 key projects in rural revitalization completed an investment of 9.92 billion yuan, with significant progress in rural road construction and agricultural projects [6] - Environmental projects, including pollution control and ecosystem restoration, saw investments of 5.97 billion yuan, with notable advancements in waste treatment facilities [6]

智通财经7月28日电，和泰机电(001225.SZ)发布异动公告，公司关注到近期市场对雅鲁藏布江下游水电 工程关注度较高。截至本公告披露日，公司未参与雅下项目建设。雅下项目尚处于开工建设初期，该项 目具有投资规模大、建设周期长、技术要求高等特点，公司将密切关注项目进展。 和泰机电：未参与雅下项目建设 ...

核心观点 请阅读最后一页的重要声明！ 工业盈利仍有压力 ❖ 工业企业仍然"增收不增利"：2025 年 6 月，规模以上工业企业实现利润 总额同比下降 4.3%，降幅较 5 月收窄 4.8 个百分点，工业企业盈利仍有压 力，其中以装备工业为代表的中游行业利润增长较快。6 月工业生产的韧性未 能对冲价格及利润率的拖累，经我们测算，6 月利润率对工业企业利润增速造 成了 6.9 个百分点的拖累，虽然较 5 月拖累幅度（-10.2 个百分点）边际缩 小，但企业利润率仍然在下降。 ❖ 下半年，企业盈利仍有压力：下半年美国需求可能会被前期"抢进口"透 支，参考上一轮中美贸易摩擦，2018 年-2019 年工业企业利润率连续两年下 滑，直到疫情后才有所改善。此外，关税毕竟增加了企业的成本，无论是直接 承担的关税，还是转口贸易等额外的摩擦成本，都将侵蚀工业企业的利润水 平。当前多个行业正在推动"反内卷"，上游控产提价的情况下，下游需求偏 弱的行业利润空间可能会被进一步压缩。 ❖ 装备制造业相对更具韧性：自 2025 年 4 月以来，利润率韧性方面，上游 采矿业>下游消费品制造业>中游装备制造业>公用事业>中游中间品，但是 细 ...

雷达财经雷助吧出品 文|林宜采 编|深海 东财Choice数据显示，7月25日，太原重工融资买入额1356.73万元，融资偿还额1518.02万元，融资余额1.96亿元。 公司已在中国证券登记结算有限责任公司上海分公司（以下简称"中登公司"）开设了回购专用证券账户，并向中登公司申请办理对上述激励对象已获授但尚 未解除限售的1415.37万股限制性股票的回购过户手续。 预计上述限制性股票于2025年7月10日完成注销。 本次股权激励限制性股票回购股份注销完成后，公司总股本由33.61亿股减少至33.47亿股，公司持股5%以上的股东太原重型机械集团有限公司持股数量无变 化，比例由49.91%被动增加至50.13%。本次权益变动系股权激励限制性股票注销及公司总股本变动导致的公司控股股东持股比例的被动变化。 天眼查显示，太原重工是一家以从事通用设备制造业为主的企业，企业注册资本33.81亿人民币。 公告显示，太原重工近日收到中国证券监督管理委员会（以下简称"中国证监会"）出具的《立案告知书》（（编号：证监立案字0172025003号）。因公司涉 嫌信息披露违法违规，根据《中华人民共和国证券法》《中华人民共和国行政处罚 ...

通过天眼查大数据分析，鹏鼎控股(深圳)股份有限公司共对外投资了15家企业，参与招投标项目37次， 知识产权方面有商标信息15条，专利信息1503条，此外企业还拥有行政许可331个。 金融界消息 截至2025年7月28日收盘，鹏鼎控股（002938）报收于49.25元，上涨10.01%，换手率 2.6%，成交量60.06万手，成交金额28.59亿元。 鹏鼎控股最新一期业绩显示，截至2025一季报，公司营业总收入80.87亿元、同比增长20.94%，归属净 利润4.88亿元，同比减少1.83%，扣非净利润4.78亿元，同比减少5.19%，流动比率2.176、速动比率 1.871、资产负债率25.83%。 天眼查商业履历信息显示，鹏鼎控股(深圳)股份有限公司，成立于1999年，位于深圳市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本231805.1016万人民币，实缴资本 231143.0814万人民币。公司法定代表人为沈庆芳。 资金流向方面，今日主力资金净流入4.74亿元，占比成交额16.57%。其中，超大单净流入3.88亿元、占 成交额13.59%，大单净流入8545.17万元、占成交 ...

Group 1 - Lianyungang is positioned as a key city in the "Belt and Road" initiative and aims to build a trillion-level petrochemical industry cluster, focusing on new pharmaceuticals, new materials, new energy, and high-end equipment manufacturing [1][2] - The city's industrial output value is projected to reach 453 billion yuan and GDP to exceed 460 billion yuan by the end of 2024, indicating strong economic growth [1] - Zhongfu Shenying Carbon Fiber Co., Ltd. has been nominated for the fifth China Quality Award, marking a significant achievement in Lianyungang's quality sector [1][2] Group 2 - Lianyungang's quality-first approach is exemplified by the continuous recognition of local companies, such as the Jiangsu Provincial Quality Award, which has been awarded for eight consecutive years [2] - The establishment of the "Quality Wisdom Port" service platform integrates 12 technical institutions and 26 public service platforms, enhancing quality services for local businesses [3] - The city is committed to modernizing its quality governance system and aims to create a "Lianyungang model" for quality work in Jiangsu and nationwide [4]