（原标题：塞力医疗换手率29.87%，上榜营业部合计净买入8295.28万元） 塞力医疗(603716)今日涨停，全天换手率29.87%，成交额8.92亿元，振幅10.61%。龙虎榜数据显示，营业部席位合计净买入8295.28万元。 上交所公开信息显示，当日该股因日换手率达29.87%上榜，营业部席位合计净买入8295.28万元。 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2.01亿元，其中，买入成交额为1.42亿元，卖出成交额为5923.61万元，合计净买入 8295.28万元。 相关ETF 近半年该股累计上榜龙虎榜18次，上榜次日股价平均跌0.60%，上榜后5日平均跌0.31%。 资金流向方面，今日该股主力资金净流入1.77亿元，其中，特大单净流入1.76亿元，大单资金净流入112.24万元。近5日主力资金净流入1.98亿元。 4月29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2.87亿元，同比下降40.75%，实现净利润-1432.09万元。（数据宝） 塞力医疗7月1日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | - ...

深植"会师精神"之魂：汇聚融合发展的磅礴力量 6月26日，国网白银供电公司组织2025年新发展党员前往会宁，通过向革命烈士敬献花 篮、入党宣誓、参观会宁红军长征纪念馆、警示教育、行走的思政课、走进会宁长征胜利景 园"重走长征路"等沉浸式红色教育，开展了一场意义非凡的入党仪式及"重走长征路"主题教 育实践活动。 巍巍会师楼，不仅铭刻着中国工农红军三大主力胜利会师的光辉历史坐标，更在新时代 持续涌动着信仰的磅礴力量。国网白银供电公司党委立足这片热血沃土，深挖"会师精神"时 代内涵，精心锻造"会师楼下好支部"党建品牌，以党建为引领，将红色基因融入企业血脉， 把蕴藏于会师精神中的强大动能转化为推动电网高质量发展的强劲引擎 ，在新时代长征路 上，架起了一座座服务地方发展与民生福祉的"连心桥"，铺就了一条条保障安全可靠供电 的"光明路"。 今年以来，该公司坚持"课前精准选题、课中互动增效、课后互评共研"，线上线下开 展"光明学堂"8场次。这种靶向施教、精准滴灌、务实高效的培训模式，显著提升了党务工 作者的履职能力与专业素养，为建强战斗堡垒提供了坚实人才支撑。 国网白银供电公司党委立足红色资源优势，大力传承弘扬红军长征会师 ...

施工现场 叶凌云摄 在改造现场，各专业人员分工明确、紧密协作，新电杆的起立工作，有的在架空电缆铺 设，拆除旧电杆、带电T接......各项工作有条不紊地推进。"今天我们30多人集中施工，开展 电杆架设、配变迁移、电缆下地等电网升级改造工作，现场启用带电车、低压发电车，保障 施工过程中用户用电'零影响'。这些新的设施建成后，以更坚强的电网架构、更优质的服务 响应，护航高标准农田建设。"该公司临江供电所副所长吕强介绍。 据悉，高标准农田建设是乡村振兴的基础工程，是保障国家粮食安全的"基石"。近年 来，该公司紧扣国家"藏粮于地、藏粮于技"的战略部署，将高标准农田配套电力设施建设纳 入年度重点任务，第一时间与县农业局、各乡镇政府建立"政企协同推进机制"，精准对接农 村农业用电需求，将电网规划与农田建设方案同步设计、同步审批、同步实施，主动做好项 目检验送电、主动开展供电监测分析、主动提高应急抢修能力、主动指导用户提升安全运行 水平、主动开展用电政策宣传和主动开展用电情况排查，加强供电保障服务。 盛夏的浦城大地上一片生机盎然。6月28日，在浦城县临江镇水西村的万亩再生稻有机 种植高标准农田示范区内，国网浦城县供电公司临 ...

隔夜，现货黄金收盘大涨28.59美元，涨幅0.87%，最终收报于3302.71美元。今日欧市盘中，黄金延续涨势，目前在3343美元附近徘徊。 关税大消息！ 当地时间6月30日，美股三大指数均收涨，纳指与标普500指数再创收盘历史新高。6月30日是美股上半年的最后一个交易日。纳指半年累计涨5.48%，道 指累计涨3.64%，标普500指数累计涨5.5%。 消息面上，美国与日本的关税谈判突生变数。 6月30日消息，美国总统特朗普表示，美日贸易"不公平"，并称可能会向日本发函，指出"日本不得不支付25%的汽车关税"。与此同时，美日贸易谈判似 乎已陷入停滞，负责谈判的日本经济再生担当大臣赤泽亮正本周在华盛顿的第七轮部长级谈判未能取得突破。 另外，特朗普还威胁称，无需延长即将到期的关税期限，将在未来几天内向包括日本在内的多数国家和地区发送信函，美国政府将通知相关国家和地区： 除非与美国达成协议，否则贸易惩罚措施将如期生效。 值得注意的是，关税政策已经对日本经济造成了重大冲击。 除了关税之外，特朗普又批了鲍威尔。 当地时间6月30日，美国总统特朗普在社交媒体发文表示，"太迟先生"美联储主席鲍威尔和整个委员会都应该为没有降 ...

计划访华前，特朗普再批鲍威尔，美联储不给的东西，想从中国要？ 走别人的路，让别人无路可走。 特朗普已经把美联储逼到了绝路，却希望中国能帮他大忙。 据路透社等外媒报道，当地时间6月30日，美国总统特朗普再次朝美联储主席"开炮"了，不同的是，这次他采取了一个"别出心裁"的方式，亲自批注了一 张图表，上面列出全球其它国家央行比美国更低的利率，以证明当前美联储的利率太高了。 抛开美国经济现实，仅从政治斗争的角度，特朗普这招简直堪称神来之笔。 因为大多数美国民众，根本不了解美国利率为啥高，现在特朗普用图表这么一对比，支持特朗普的选民，就会直接感受到美国的高利率，并顺着特朗普的 思路，把当前美国经济下行的责任，全部甩锅美联储。 这么一来，坚持跟特朗普"对着干"，不肯降息的美联储主席鲍威尔，就被推到风口浪尖了。 然而，公允的来讲，美联储至今维持高利率，完全是被特朗普给逼的。 到时候美联储首当其冲，就是美国民众发泄怒火的对象。 事实上正是特朗普的加税政策，吓得美联储不敢降息。 但特朗普才不管别人死活，他只在乎降息能减少美国利息收入，避免美国财政破产、政府关门。 因此，从上任开始，特朗普就对美联储主席鲍威尔批评不断，甚至有些时 ...

Market Overview - On the first trading day of July, the three major indices showed mixed results, with the Shanghai Composite Index rising by 0.39% and the Shenzhen Component Index increasing by 0.11%, while the ChiNext Index fell by 0.24% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.47 trillion yuan, a decrease of 20.8 billion yuan compared to the previous trading day [1] June Performance - In June, the A-share indices experienced a steady rise, with the Shanghai Composite Index closing above 3400 points at the end of the month, marking a 2.90% increase, while the Shenzhen Component Index rose by 4.23% and the ChiNext Index increased by 8.02% [2] - Among the 31 primary industries, 23 saw gains, with the top three performing sectors being Communication (14.09%), Defense and Military Industry (10.89%), and Nonferrous Metals (9.26%) [2] Market Sentiment and Predictions - Multiple institutions believe that further market breakthroughs may require time, with short-term trends likely to remain volatile [4][5] - East Wu Securities noted that the Shanghai Composite Index's recent surge was a result of a return to trading volatility, driven by favorable factors such as expectations of interest rate cuts by the Federal Reserve [4] - Guosheng Securities indicated that the market has potential for breakthroughs, suggesting active participation in potential breakout opportunities while maintaining a cautious trading mindset [4] Sector Recommendations - Institutions recommend focusing on sectors with high earnings certainty, such as Consumer Goods, Chemicals, Military Industry, and Lithium Batteries, as the earnings season approaches [5] - Stable asset classes like Gold, Coal, Oil and Petrochemicals, and Banks are also highlighted as important [5] Top Stock Picks for July - Kayi Network (002517.SZ) was the most frequently recommended stock, mentioned five times by various brokerages, indicating strong institutional interest [6] - Other notable stocks include Zijin Mining (601899.SH) and Huadian Electric (002463.SZ), each mentioned four times [6] Company-Specific Insights - Kayi Network is focusing on AI products, with a promising emotional companion product expected to launch in 2025, and a strong pipeline of new game IPs [8] - Zijin Mining is expected to benefit from rising gold prices due to increased central bank purchases and tightening supply in the copper market [9] - Huadian Electric is positioned to benefit from rapid advancements in the computing industry, with strong order growth anticipated [10] - Muyuan Foods (002714.SZ) is recognized as a leading player in the domestic pig farming industry, with stable production capacity and potential for valuation recovery [12][14]

2025年3月，蜜雪冰城登陆港股上演"冰雪奇迹"：上市首日暴涨43.21%，，市值冲破千亿港元。此后， 股价一度飙升至618.5港元/股，研报追捧声不绝于耳。然而，绚丽的资本烟花背后，蜜雪冰城在经营上 又面临哪些问题？ 线下门店趋于饱和 蜜雪冰城的加盟生态恶化 点位饱和引发自噬：全国门店超4万家，挤占三线以下城市。如，河南某县城3公里内竟有8家门店，加 盟商直言："竞品消失了，我们开始抢自己人生意！" 加盟商沦为"困兽" ：前期投入约20万元（加盟费1.1万+设备6万+装修7万），每月还需扛住7万元运营 成本。这意味着日均需售出400杯饮品（客单价6元）方能保本。在东北某三线城市，新加盟商悲 叹："攒三年钱抢到资格，开业发现半径1公里已有3家蜜雪"。 再现隔夜柠檬 食安达摩克利斯之剑 315曝光的"隔夜柠檬"事件被网友戏谑为"雪王特供"，股价反因黑色幽默逆势上扬。但危机的内核未 消： 成本压榨催生违规：湖南店主自曝："用隔夜水果？不这样干月亏2万！" 轻资产模式埋雷：品牌98%收入依赖向加盟商销售原料，总部对终端管控薄弱。尽管宣称"24小时食材 报废拍照"，但在4万门店的汪洋大海中，食品安全问题犹存或意味着监 ...

据介绍，建设过程中，盾构机长距离穿越上软下硬高粘复合地层、断裂破碎带和可燃气体地层等10余种 混合地层，堪称盾构掘进的"地质博物馆"。项目建设之初，被中国工程院院士钱七虎评价为"目前长江 上地质条件最复杂、施工难度最大、风险最高的盾构隧道"。 据中铁十四局芜湖长江隧道建设指挥部指挥长王承震介绍，项目团队通过采取优化掘进参数、改造刀 盘、优化刀具布置等措施，首次在江底实现刀盘开口率增加、常压下滚刀闸门更换以及岩脊处理，总结 形成20余项关键核心技术。 历经2068个日夜，隧道施工任务圆满完成，为长江皖江段盾构工程施工积累了宝贵经验，也为我国复杂 地质条件水下盾构隧道建设增加了技术储备。 7月1日上午11时，随着信号灯的变化，市民驾车缓缓驶入隧道。由中铁第四勘察设计院集团有限公司设 计、中铁十四局施工的芜湖龙湾长江隧道建成通车。自此，驾车从隧道过江仅需五分钟。 芜湖龙湾长江隧道是安徽省首条过江隧道，被誉为"八百里皖江第一隧"。隧道位于芜湖市长江大拐弯 处，总长6公里，设计为双向六车道城市快速路，设计时速80公里。其中4公里采用盾构法施工，由两台 15.07米超大直径泥水平衡盾构机"皖江奋斗号"和"皖江复兴号"同向 ...

Core Insights - Atos successfully provided IT services for the UEFA Under21 Championship 2025, which took place in Slovakia from June 11 to June 28, 2025, featuring 16 European teams [2][3] - The championship achieved record physical attendance with 244,866 spectators and a cumulative TV audience exceeding 100 million, with domestic match audiences increasing by 7% overall and 55% in the Top 6 markets [3] - Atos utilized advanced technologies to support player development, leveraging AI to analyze data and identify strategies and trends during the tournament [4][5] Company Performance - Atos supported 31 matches over 17 days across 8 cities in Slovakia, demonstrating its capability in managing large-scale sporting events [3][8] - The partnership between Atos and UEFA, established in 2022, has strengthened, with Atos also contributing to the success of UEFA EURO 2024 and UEFA Nations League Finals 2025 [7][8] Industry Impact - The Under21 Championship serves as a significant platform for emerging football talent and is a precursor to the Olympic Games men's tournament [6] - Atos has over 30 years of experience in delivering IT services for major events, showcasing its expertise in technology solutions for sports [8][9] - The company is recognized as a leader in digital transformation, with a workforce of approximately 72,000 and annual revenue around €10 billion, emphasizing its commitment to cybersecurity and cloud services [12][13]

Investment Rating - The report maintains a "Buy" rating for the company with a target price of RMB 24.30 [7][9]. Core Views - The company is positioned as one of the top three global suppliers of high-end electronic fabrics, benefiting from the increasing demand for advanced CCL and PCB driven by rapid updates in AI and robotics technology [1][2]. - The company has successfully expanded its production capacity and is expected to see significant growth in its high-end electronic fabric segment, particularly in low dielectric and low expansion products [2][3]. - The ongoing demand for high-end electronic fabrics is expected to enhance the company's profitability as it continues to upgrade its product offerings [3][4]. - The report highlights the strong barriers to entry in the high-end electronic fabric market, driven by increased complexity in production processes and the rising demand for high-frequency and high-speed PCB applications [4]. Summary by Sections Company Overview - The company has established a stable supply of first-generation low dielectric electronic fabrics and is accelerating the production of second and third-generation products, with plans for mass production in 2024 [2]. - The company has increased its production target for special glass fiber fabrics from 26 million meters to 35 million meters, indicating a growing market share in high-end electronic fabrics [2]. Market Dynamics - The report notes that the price of domestic electronic fabrics has increased, reflecting a tight supply situation, with significant price hikes observed in high-end products [3]. - The demand for high-end electronic fabrics is being driven by the booming AI server and switch market, leading to a supply-demand imbalance [2][3]. Financial Projections - The company’s earnings per share (EPS) estimates for 2025, 2026, and 2027 have been revised upward to RMB 1.15, RMB 1.38, and RMB 1.62 respectively, reflecting a growth of 17.4%, 13.1%, and 16.6% compared to previous estimates [5]. - The report projects that the company's net profit from special glass fiber fabrics could reach RMB 310 million in 2025, with a reasonable market capitalization estimated at RMB 40.7 billion [5]. Valuation - The report assigns a price-to-earnings (P/E) ratio of 19x for traditional glass fiber and wind power blade segments, and 32x for electronic fabrics, leading to a target market value of RMB 40.7 billion [5].