智通财经7月18日电，美国银行全球研究将联合航空公司价格目标从90美元上调至108美元。 ...

Core Insights - CSX is expected to report quarterly earnings of $0.42 per share, reflecting a decline of 14.3% year over year, with revenues projected at $3.58 billion, down 3.2% from the previous year [1] - Analysts have adjusted the consensus EPS estimate downward by 1.4% over the past 30 days, indicating a reassessment of projections [1][2] Revenue Estimates - Revenue from Coal is forecasted to be $473.84 million, representing a decline of 15.8% from the year-ago quarter [3] - Revenue from Intermodal is estimated at $504.37 million, showing a slight decrease of 0.3% year over year [4] - Revenue from Merchandise-Fertilizers is projected to reach $131.83 million, indicating an increase of 4.6% compared to the prior year [4] - Revenue from Merchandise-Chemicals is expected to be $720.80 million, reflecting a decrease of 0.2% from the previous year [4] Operating Metrics - The consensus estimate for Operating Margin is 65.8%, a significant increase from 39.1% in the previous year [5] - Revenue per unit for Intermodal is expected to be $684.74, down from $707.00 in the same quarter last year [5] - Volume for Merchandise-Automotive is projected at 100.54 thousand, compared to 105.00 thousand in the prior year [5] Volume Estimates - Volume for Merchandise-Minerals is estimated at 95.83 thousand, down from 97.00 thousand year over year [6] - Volume for Coal is expected to be 177.10 thousand, slightly lower than the year-ago figure of 179.00 thousand [6] - Volume for Merchandise-Fertilizers is projected at 50.56 thousand, up from 50.00 thousand in the same quarter last year [7] - Volume for Merchandise-Metals and Equipment is expected to be 67.83 thousand, compared to 68.00 thousand in the previous year [7] - Volume for Merchandise-Agricultural and Food Products is estimated at 117.85 thousand, an increase from 115.00 thousand year over year [8] Stock Performance - CSX shares have increased by 7% over the past month, outperforming the Zacks S&P 500 composite, which rose by 5.4% [8] - CSX holds a Zacks Rank of 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [8]

7月18日上午，云南省昆明火车站D86次中老铁路国际旅客列车候车专区内，昆明市民唐艳一手拿着护照，一手拿着中老铁路国际旅客列车的 纸质车票，等待检票，身旁的两个孩子兴奋地讨论着即将开始的异国之旅。 "以前从昆明市出发坐中老铁路去老挝，只能到昆明南站上车。D86次列车在昆明站就可以上车，节省了约40分钟的市内交通时间，让我感觉 中老铁路国际旅客列车仿佛开到了'家门口'。趁着暑假，我带上父母和孩子，一起去老挝游玩。"唐艳脸上洋溢着笑容。 7月18日拍摄的D86次中老铁路国际旅客列车候车专区。（中国铁路昆明局集团有限公司供图） 2023年4月13日，中老铁路开行国际旅客列车，从昆明南、万象站每日双向对开各1列，为中老两国旅客跨境出行提供了极大便利。截至今年7 月15日，中老铁路已累计发送跨境旅客54万人次。 今年暑期，中老铁路跨境游持续升温。"7月1日至15日，磨憨铁路口岸共计验放出入境旅客近1万人次，环比增长10.5%，其中，出境事由为旅 游的占比超六成。"磨憨边检站执勤四队负责人孟涛介绍，中国旅客出境前往老挝，主要以学生游、家庭亲子游和银发游为主。 为应对暑期跨境游客流高峰，7月18日起，中老铁路昆明与万象间增 ...

Core Viewpoint - Eastern Airlines Yunnan Company integrated rich ethnic culture into its services during the Torch Festival, enhancing the travel experience for passengers and showcasing Yunnan's unique cultural charm [1][3][10]. Group 1: Event Overview - The Torch Festival celebration included a themed flight from Shanghai Hongqiao to Kunming, featuring ethnic decorations and warm greetings from the crew [3]. - The cabin was creatively decorated with ethnic elements, including embroidered pillows and plush toys for children, creating a festive atmosphere [3][5]. - The event featured cultural presentations, including storytelling about the festival's origins and customs, along with interactive quizzes that engaged passengers [5]. Group 2: Passenger Experience - Upon arrival at Kunming Changshui International Airport, passengers were welcomed by staff in traditional attire, enhancing the festive experience [10]. - Travelers received gift packages containing local delicacies and souvenirs, which contributed to a warm welcome [10]. - The airport lounge offered traditional Yunnan cuisine, allowing passengers to enjoy local flavors while waiting [12][15]. Group 3: Future Initiatives - Eastern Airlines Yunnan Company plans to continue its "Light Up Yunnan Life" series of themed flights in collaboration with Dali and Mangshi airports, promoting the beauty of Yunnan [19].

7月18日，广东经济半年报出炉。数据显示，2025年上半年，全省经济延续回升向好态势，运行总体平 稳、稳中向好。 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%。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%。 具体来看： 总的来看，上半年，广东经济运行整体回升向好。但也要看到，当前外部环境更趋复杂严峻，国内有效 需求不足，经济持续回升向好基础仍需加力巩固。 一组图速览广东上半年经济运行具体情况>>> 工业方面，上半年，全省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%。分门类看，采矿业增加值下降0.3%，降幅收窄3.0个百分点；制造业增长 4.5%，增速提高0.1个百分点；电力、热力、燃气及水生产和供应业下降0.1%。 服务业方面，上半年，全省服务业增加值同比增长4.6%，增速比一季度加快0.3个百分点。其中， 交通运输仓储邮政业、金融业增加值分别增长6.6%、7.0%，比全部服务业增速高2.0个、2.4个百 分点。 ...

证券代码：600150 证券简称：中国船舶 上市地：上海证券交易所 证券代码：601989 证券简称：中国重工 上市地：上海证券交易所 中国船舶工业股份有限公司 换股吸收合并中国船舶重工股份有限公司 暨关联交易报告书摘要 吸并方 被吸并方 中国船舶工业股份有限公司 中国船舶重工股份有限公司 中国（上海）自由贸易试验区浦东大道 1 号 北京市海淀区昆明湖南路 72 号 吸并方独立财务顾问 被吸并方独立财务顾问 二〇二五年七月 公司声明 一、吸收合并双方及其全体董事、高级管理人员保证重组报告书及其摘要内 容的真实、准确、完整，并对其虚假记载、误导性陈述或重大遗漏负相应的法律 责任。 二、吸收合并双方控股股东及全体董事、高级管理人员承诺，如就本次交易 所提供或披露的信息因涉嫌虚假记载、误导性陈述或者重大遗漏，被司法机关立 案侦查或者被中国证监会立案调查的，在案件调查结论明确之前，将暂停转让各 自在吸收合并双方拥有权益的股份，并于收到立案稽查通知的两个交易日内将暂 停转让的书面申请和股票账户提交吸收合并双方董事会，由董事会代承诺人向证 券交易所和登记结算公司申请锁定；未在两个交易日内提交锁定申请的，授权董 事会核实后 ...

润贝航空科技股份有限公司 互动易平台信息发布及回复内部审核制度 润贝航空科技股份有限公司 第一章 总则 第一条 为充分利用深圳证券交易所搭建的互动易平台，规范润贝航空科技 股份有限公司（以下简称"公司"）通过互动易平台与投资者交流，根据《上市 公司信息披露管理办法》《上市公司投资者关系管理工作指引》《深圳证券交易 所股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市 公司规范运作》等法律法规和制度规定，结合公司实际情况，制定本制度。 第二章 总体要求 第二条 互动易平台管理是公司投资者关系管理的重要组成部分，公司通过 互动易平台发布信息或回复投资者提问，应当坚守诚信原则，严格遵守《深圳证 券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等有关规定， 尊重并平等对待所有投资者，主动加强与投资者的沟通，增进投资者对公司的了 解和认同，营造健康良好的市场生态。 第三条 公司在互动易平台发布信息或回复投资者提问时，应当谨慎、理性、 客观，以事实为依据，保证发布的信息和回复的内容真实、准确、完整。公司信 息披露以指定信息披露媒体披露的内容为准，不得通过互动易平台披露未公开的 重大信 ...

Core Viewpoint - The company, SANY Heavy Industry, is intensifying its efforts in the international market by acquiring 16 DHC-8-300 aircraft from Qantas Airways for a total price of $51.14 million, aiming to capitalize on the recovery of the global aviation industry and the growth of the regional aviation market [1][2]. Acquisition Details - The acquisition involves 16 DHC-8-300 turboprop aircraft, with a total price of $51.14 million excluding tax, and $56.26 million including tax, which translates to over 400 million RMB at the current exchange rate [2]. - The aircraft will be delivered in batches by December 31, 2025, at designated airports in Australia [3]. - The payment structure includes a 15% deposit and 85% to be paid upon delivery [2][3]. Strategic Rationale - The acquisition is aimed at enhancing the company's competitiveness in the global regional aviation leasing market, with a focus on short-haul routes in the Asia-Pacific and North American markets [1][3]. - The company plans to introduce new generation environmentally friendly aircraft to meet the demand for short-haul routes in emerging markets [1][3]. Market Context - The global aviation industry is gradually recovering, with a sustained growth in the regional aviation market driven by increasing middle-class demand in emerging markets and environmental policies promoting turboprop aircraft [5]. - The current supply of aircraft is tight due to production constraints and aging fleets, which has increased the demand for aircraft leasing and purchases [5]. Business Performance - The aviation segment's revenue share has been recovering, reaching 14.24% in 2024, up from a low of 5.41% in 2021 [7]. - The company aims to expand its aviation business by enhancing its fleet and diversifying its operations, including aircraft leasing, maintenance, and parts supply [7][8]. International Expansion - Since acquiring Avmax in 2016, the company has seen a significant increase in its overseas revenue share, which exceeded 60% in 2024 [8]. - The company plans to maintain growth in North America and Europe while expanding into emerging markets in Africa and Latin America [8].

AI基金农银国企改革混合（002189）披露2025年二季报，第二季度基金利润395.92万元，加权平均基金份额本期利润0.098元。报告期内，基金净值增长率 为5.01%，截至二季度末，基金规模为8258.4万元。 该基金属于灵活配置型基金。截至7月17日，单位净值为2.062元。基金经理是张峰，目前管理5只基金近一年均为正收益。其中，截至7月17日，农银策略精 选混合近一年复权单位净值增长率最高，达1.45%；农银国企改革混合最低，为0.6%。 基金管理人在二季报中表示，二季度我们整体保持中性偏低仓位，季度末进行了加仓操作，仓位提升到中性水平。组合二季度整体配置相对稳健防御，但通 过积极的选股，二季度组合配置的新一代核心资产标的表现较好，给组合带来了较大的贡献，组合在二季度跑赢了市场。目前组合保持中性仓位，后续将适 时继续对仓位进行调整。在配置上，我们将继续保持对低波红利相关板块的配置，同时继续加大寻找新一代核心资产标的来进行配置。同时组合也适时加大 了对金融板块的配置。目前组合主要配置在公用事业、运营商、银行、非银、交运、新消费等行业。 截至7月17日，农银国企改革混合近三个月复权单位净值增长率为5.1 ...

Core Viewpoint - The California High-Speed Rail Authority has filed a lawsuit against the federal government following the announcement of the termination of funding for the high-speed rail project, claiming it is an arbitrary abuse of power [1] Group 1: Legal Actions - The California High-Speed Rail Authority has initiated legal proceedings against the federal government, alleging misuse of authority in terminating funding [1] - The lawsuit characterizes the federal government's actions as "arbitrary and capricious" [1] Group 2: Political Context - California Governor Newsom has described the funding termination as a form of political retaliation, asserting that the state will contest the federal government's illegal actions [1] - U.S. Transportation Secretary Duffy expressed confidence that the federal government will prevail in any lawsuits arising from the funding termination [1]