富时中国A50指数连续 金十图示：2025年07月03日（周四）富时中国A50指数成分股今日收盘行情一览：证券、消费电子、家电等板块收高，石油、煤 炭等板块收低，银行、保险等板块涨跌不一 -0.01(-0.18%) +0.06(+0.71%) +0.03(+0.71%) 保险 中国太保 中国平安 12,000 中国人保 电机 3825.38亿市值 3573.96亿市值 10161.31亿市值 5.06亿成交额 18.17亿成交额 6.14亿成交额 55.80 37.15 8.65 +0.03(+0.08%) -0.01(-0.02%) -0.04(-0.46%) 酸酒行业 贵州茅台 五粮液 山内对酒 17782.74亿市值 2142.50亿市值 4643.18亿市值 34.57亿成交额 10.02亿成交额 14.64亿成交额 1415.60 175.62 119.62 +6.00(+0.43%) 0.00(0.00%) +0.44(+0.37%) 术学体 北方华创 寒武纪-U 海光信息 HYGON 2368.09亿市值 2289.63亿市值 3146.22亿市值 13.25亿成交额 21.74亿成交额 12. ...

Core Insights - The article highlights the severe supply chain congestion in Europe, exacerbated by the unpredictable tariff policies of the Trump administration and the impact of drought on river levels, leading to significant delays in major ports [1][3][5]. Group 1: Tariff Impact - The EU estimates that U.S. tariffs cover approximately €380 billion worth of products, accounting for 70% of its total exports to the U.S. [1][6]. - The Trump administration's tariff policies have forced container shipping companies to adjust their networks, causing delays and disruptions in inventory management [3][5]. Group 2: Port Congestion - Major European ports, including Antwerp, Hamburg, and Rotterdam, are experiencing unprecedented congestion, with waiting times for vessels significantly increasing (e.g., 77% increase in Bremen and 49% in Hamburg) [1][3][4]. - The average waiting time for barges to load containers is reported to be 66 hours in Antwerp and 77 hours in Rotterdam [4]. Group 3: Economic Outlook - Early signs indicate that tariffs have not yet significantly impacted the Eurozone economy, but forecasts suggest a slowdown in GDP growth in the coming quarters [7]. - The potential for a trade war could severely affect countries like Germany, Ireland, and Italy, which have high export ratios to the U.S. relative to their GDP [6][7]. Group 4: Negotiation Dynamics - The EU is preparing for potential retaliatory tariffs against U.S. goods valued at €210 billion, with an additional list of €950 billion in products under consideration [6][8]. - Experts believe that both the U.S. and EU face geopolitical challenges that necessitate cooperation over confrontation, suggesting a framework agreement may be achievable before the upcoming deadline [8].

Group 1 - The core viewpoint is that Hong Kong's IPO fundraising exceeded 100 billion in the first half of the year, leading the global market, and the hot IPO market is expected to continue until the end of the year [1] - Various high-quality companies are eager to list in Hong Kong, driven by supportive measures for the capital market and economy introduced by China since last September [1] - The successful completion of large IPOs, such as Midea Group and SF Holding, has encouraged many companies to decide to list in Hong Kong [1] Group 2 - Hong Kong provides not only a financing channel for A-share companies to access international capital markets but also opportunities for US-listed Chinese companies to return to Hong Kong, showcasing its unique advantage as a connector between Chinese and foreign capital markets [2] - Investment focus is suggested on new stock themes such as biotechnology, healthcare, technology, and new consumption, indicating a diversification in Hong Kong's IPO market [2] - The strong demand for refinancing from quality listed companies reflects the gradually recovering confidence of investors in Hong Kong's capital market [2]

金十图示：2025年07月03日（周四）富时中国A50指数成分股午盘收盘行情一览：白酒、半导体、证券、消费电子上涨，石油、 煤炭等下跌 富时中国A50指数连续 0.00(0.00%) +0.02(+0.47%) +0.07(+0.82%) 保险 中国太保 12.00 中国人保 中国平安 ■ 3816.53亿市值 3561.45亿市值 10208.66亿市值 2.68亿成交额 9.99亿成交额 4.00亿成交额 37.02 56.06 8.63 -0.10(-0.27%) +0.25(+0.45%) -0.06(-0.69%) 酸酒行业 贵州茅台 五粮液 山内分酒 4649.39亿市值 17849.82亿市值 2152.14亿市值 20.80亿成交额 5.36亿成交额 9.02亿成交额 1420.94 119.78 176.41 +11.34(+0.80%) +0.79(+0.45%) +0.60(+0.50%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2351.34亿市值 2284.82亿市值 3152.96亿市值 6.74亿成交额 13.63亿成交额 6.56亿成交额 325.85 135.65 ...

Market Performance - On July 2, the Shanghai Composite Index fell by 0.09%, the Shenzhen Component Index decreased by 0.61%, and the ChiNext Index dropped by 1.13%[3] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.37 trillion yuan, showing a decrease compared to the previous period[1] Sector Analysis - The manufacturing sectors such as steel, photovoltaic equipment, cement, coal, and mining showed positive performance, while sectors like aerospace, telecommunications, semiconductors, and consumer electronics experienced notable adjustments[1] - Investors are advised to focus on quality stocks in the non-ferrous metals, coal, and engineering machinery sectors, particularly those with low valuations and high dividend yields[2] Fund Flow - On July 2, net inflow in the Shanghai market was 7.678 billion yuan, while the Shenzhen market saw a net outflow of 3.699 billion yuan[4] Economic Indicators - The logistics industry in China showed a slight increase in the logistics prosperity index for June, reaching 50.8%, indicating continued expansion in logistics business volume[9] - In the first five months of 2025, China's software business revenue reached 55,788 billion yuan, with a year-on-year growth of 11.2%[10] Investment Insights - The U.S. Senate passed a comprehensive tax and spending bill, leading to expectations of a weaker dollar and potential price increases in non-ferrous metals like copper, aluminum, and lithium[2] - Public mutual funds in China reported a total dividend distribution of 127.5 billion yuan in the first half of the year, marking a year-on-year increase of over 37%[11]

Core Insights - The "Action Plan" aims to accelerate the development of intelligent supply chains across five key sectors, focusing on targeted measures for each industry [1][2] - The initiative emphasizes the importance of leveraging new technologies such as AI, IoT, and blockchain to enhance supply chain resilience and efficiency [1][2] Group 1: Key Areas of Focus - The "Action Plan" identifies five major sectors: agriculture, manufacturing, wholesale, retail, and logistics, with specific strategies for each to promote digital transformation [2] - It aims to cultivate around 100 leading intelligent supply chain enterprises to enhance the resilience and security of China's supply chains by 2030 [1] Group 2: Technological Integration - The plan includes the establishment of intelligent supply chain control towers utilizing IoT, AI, and digital twin technologies for real-time insights and decision-making support [2] - It encourages the exploration of supply chain data trading, promoting data sharing and the development of standards for data asset recognition and quality evaluation [2] Group 3: Collaborative Efforts - The "Action Plan" stresses the need for coordination among government departments and collaboration between industry, academia, and research institutions to facilitate smooth data flow across the supply chain [2]

整理 ｜孙安雅 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 特朗普称，"政府效率部会盯着马斯克，我们能省下一大笔钱"，并称马斯克"不应该和我玩这个游戏"。 微脉公司 36氪获悉，港交所文件显示，微脉公司在港交所递交上市申请，联席保荐人为招商证券国际、德意志银行。 视源电子 36氪获悉，港交所文件显示，广州视源电子科技股份有限公司在港交所递交上市申请，保荐人为中国国际金融香港证券有限公 司、广发证券（香港）经纪有限公司。 "特马"展开"二番战"，特朗普称考虑将马斯克驱逐出境 当地时间7月1日上午，美国总统特朗普在动身前往佛罗里达州出席新移民拘留设施"鳄鱼恶魔岛"的启用仪式时两度接受媒体采 访，都谈到了与美国企业家、政府效率部前负责人马斯克的"恩怨"。 在白宫，当被问到"是否会驱逐马斯克"时，特朗普表示"得考虑一下"，并称说不定会让"政府效率部"这头"可能反咬主人的怪 物"去对付马斯克，并再次强调马斯克"可没少拿政府的补贴"。 在登机前再次接受采访时，特朗普又称，"政府效率部会盯着马斯克，我们能省下一大笔钱"，并称马斯克"不应该和我玩这个游 戏"。（央视新闻） ...

Core Insights - The total social logistics volume in China from January to May reached 138.7 trillion yuan, with a year-on-year growth of 5.3% [1] - The logistics industry is experiencing steady improvement in quality and efficiency, driven by policy guidance, regional practices, and technological innovation [1] - Challenges such as high comprehensive costs, regional imbalances, and last-mile delivery issues need to be addressed to enhance the logistics system [2] Group 1: Logistics Development and Challenges - The logistics industry in China has shown a positive operational trend, with a focus on reducing logistics costs and improving service quality [1] - There is a significant gap in the ratio of social logistics total costs to GDP compared to developed countries, indicating room for improvement [2] - The logistics infrastructure and loss rates between eastern and western regions are notably different, highlighting regional disparities [2] Group 2: Optimization Strategies - Optimizing the layout of national logistics hubs is essential to reduce the development gap between eastern and western regions [3] - Enhancing the efficiency of logistics services through the integration of smart logistics systems and improving the connection between trunk transportation and last-mile delivery is crucial [3] - Supporting the development of modern logistics enterprises and fostering innovation in logistics technology, such as IoT and blockchain, will enhance operational capabilities [4] Group 3: Rural Logistics Improvement - Addressing the "last mile" delivery challenge in rural areas by integrating public transport and postal resources can significantly improve delivery efficiency [5] - Policies such as financial subsidies and tax reductions can encourage logistics companies to expand their services in rural areas [5] - The establishment of a dual circulation network for urban and rural logistics, along with the use of smart delivery technologies, can optimize supply chain responsiveness [5]

Group 1 - The construction of key projects in Haizhou District, Lianyungang City is progressing rapidly, with 117 municipal key projects completing an investment of 8.53 billion yuan, achieving 45.2% of the annual plan, exceeding the schedule by 3.5 percentage points [1] - Three new roads in Haizhou District are nearing completion, with a total progress of 95%, and are expected to be open for traffic by the end of the month, alleviating long-standing traffic issues for local residents [1] - The Starry Lake No. 1 Plaza, a provincial key cultural tourism project, has completed the main construction of a 12,000 square meter commercial center, with 10 main buildings successfully topped off [2] Group 2 - Haizhou District is actively increasing project investment and commencement, with 67 new municipal key industrial projects starting construction from January to May, including high-performance powder materials and the first phase of the Lianyungang "Belt and Road" logistics intelligence valley [2] - The district is focused on achieving its targets with a sense of urgency, implementing a project lifecycle management approach, and providing comprehensive support services to ensure smooth project construction [2]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年6月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 順豐控股股份有限公司（於中華人民共和國註冊成立的股份有限公司） 呈交日期: 2025年7月2日 I. 法定/註冊股本變動 證券代號 (如上市) 06936 說明 H股 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 170,000,000 RMB 1 RMB 170,000,000 增加 / 減少 (-) 0 RMB 0 本月底結存 170,000,000 RMB 1 RMB 170,000,000 證券代號 (如上市) 002352 說明 A股 (於深圳證券交易所上市) 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 4,822,692,017 RMB 1 RMB 4,822,692,017 增加 / 減少 (-) RMB 本月底結存 4,822,692,017 RMB 1 RMB 4,822,692,017 本月底法定/註冊股本總額： RMB 4,992,692,017 第 1 頁 共 10 頁 v 1.1.1 ...