证券代码：600882 证券简称：妙可蓝多 公告编号：2025-068 修订前 修订后 第六条 公司注册资本为人民币 第六条 公司注册资本为人民币 伍亿壹仟贰佰零伍万叁仟陆佰肆拾柒 伍亿壹仟零伍万叁仟陆佰肆拾柒元 元（￥512,053,647元）。 （￥510,053,647元）。 第二十一条 公司已发行的股份 第二十一条 公司已发行的股份 数为512,053,647股，公司的股本结构 数为510,053,647股，公司的股本结构 为：普通股512,053,647股，公司未发 为：普通股510,053,647股，公司未发 行除普通股以外的其他种类股份。 行除普通股以外的其他种类股份。 除上述修订外，《公司章程》其他内容保持不变。经公司股东会审议通过上 述变更公司注册资本并修订《公司章程》事项后，公司将实施上述注册资本变更 登记及《公司章程》备案等事项。 特此公告。 上海妙可蓝多食品科技股份有限公司 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法律责任。 上海妙可蓝多食品科技股份有限公司（以下简称"公司"）于2025年7月17 日召开第 ...

Group 1 - The agricultural and rural sectors in China have shown a 7.5% year-on-year increase in the value added of the agricultural product processing industry in the first half of the year [1] - Over 300,000 new rural construction projects have been added to the project library, with more than 100 billion yuan in project funding allocated, significantly promoting small-scale public infrastructure construction in villages [1] - The rural drinking water coverage rate has reached 94%, with over 90% of villages having access to 5G [1] Group 2 - The Ministry of Agriculture and Rural Affairs is focusing on employment support in poverty-stricken areas, enhancing the agricultural supply chain, and improving income for farmers [1] - The ministry has implemented measures to improve rural education and elderly care services, with over 16,000 rural nursing homes built [2] - The pig farming sector has maintained profitability for 14 consecutive months, with a slight decrease in the number of large pigs indicating a potential stabilization of pig prices [2] Group 3 - The beef and dairy farming sectors have turned profitable in the first half of the year after previous losses, with fresh milk prices stabilizing [3] - The summer grain production reached 299.48 billion jin, marking the second-highest production year on record [3] - The overall growth of autumn grain crops is favorable due to improved planting techniques and favorable weather conditions [3]

Core Viewpoint - The economic performance of Zaozhuang's Shizhong District shows strong growth indicators, with GDP growth of 6.9% in Q1 and an expected GDP growth of over 6% for the first half of the year, indicating a positive economic trajectory [1][3]. Economic Performance - In Q1, the district's GDP grew by 6.9%, ranking first in the city [3]. - Fixed asset investment increased by 8.0% in the first half of the year [3]. - Retail sales of consumer goods grew by 6.7% in the first half [3]. - The service industry saw a revenue of 30.77 billion yuan, a year-on-year increase of 15.0% [3]. - The revenue from ten industries contributing to GDP reached 19.11 billion yuan, with a year-on-year growth of 33.4% [3]. Industry Structure - The ratio of the three industries in Q1 was 2.2:35.2:62.6, indicating a strong service sector [3]. - The first industry grew by 3.5%, reflecting a favorable agricultural production situation [3]. - The second industry's share increased by 1.2 percentage points compared to 2024, showing positive industrial development [3]. - The third industry is transitioning towards modern services, focusing on cultural creativity and technology services [3]. Consumption and Investment Initiatives - The district is actively promoting new consumption scenarios and launching various consumption-boosting activities [4]. - Policies to encourage the replacement of old consumer goods are being continued, with events for automobiles and home appliances planned [4]. - The district aims to secure 17.67 billion yuan in various policy funds to support economic development and improve living standards [4]. - Key projects include the establishment of a national coal storage base and a new energy storage project, enhancing the district's strategic importance [4].

华源证券股份有限公司 关于 良品铺子股份有限公司 详式权益变动报告书 之 财务顾问核查意见 财务顾问 二〇二五年七月 财务顾问声明 本声明所述的词语或简称与本核查意见"释义"部分所定义的词语或简称具 有相同的涵义。 根据《中华人民共和国公司法》 《中华人民共和国证券法》 《上市公司收购管 《公开发行证券公司信息披露内容与格式准则第 15 号——权益变动报告 理办法》 《公开发行证券公司信息披露内容与格式准则第 16 号——上市公司收购报告 书》 书》等相关法律、法规的规定，华源证券股份有限公司（以下简称"本财务顾问"） 作为信息披露义务人本次权益变动的财务顾问，按照行业公认的业务标准、道德 规范，本着诚实信用、勤勉尽责的原则，对本次权益变动的相关情况和资料进行 了核查，对信息披露义务人出具的《良品铺子股份有限公司详式权益变动报告书》 所披露的内容出具核查意见。 三、本财务顾问依据的有关资料由信息披露义务人提供。信息披露义务人已 作出声明，保证其所提供的资料均为真实、准确、完整的原始书面资料或副本资 料，副本资料或复印件与其原始资料或原件一致，所有文件的签名、印章均是真 实的；所有文件和材料不存在虚假记载、误导 ...

Core Viewpoint - The announcement details a share transfer agreement between Da Yong Limited and Wuhan Yangtze International Trade Group, where Da Yong Limited will transfer 36,049,900 shares of Liangpin Shop at a price of 12.34 CNY per share, representing 8.99% of the total shares, aiming for control of the company [1][4][15] Summary by Sections Share Transfer Details - Da Yong Limited currently holds 72,826,126 shares, accounting for 18.16% of the total shares. After the transfer, its holdings will decrease to 36,776,226 shares, or 9.17% [2][3] - Wuhan Yangtze International Trade Group will acquire 36,049,900 shares, which will represent 8.99% of the total shares post-transfer [2][3] Approval and Compliance - The share transfer requires approval from state-owned asset supervision authorities, and may need to pass a concentration review by the State Administration for Market Regulation, along with compliance confirmation from the Shanghai Stock Exchange [2][4][16] Parties Involved - Da Yong Limited, established in Hong Kong in 2014, focuses on industrial and venture investments and has no related parties with Wuhan Yangtze International Trade Group, which is a 100% state-owned enterprise [5][6] - Wuhan Yangtze International Trade Group was established in May 2022, with a registered capital of 800 million CNY, and engages in various trade and investment activities [5][6] Financial Terms - The total transaction amount is 444,855,766 CNY, with payment structured in three phases: 30% upon signing, another 30% after five trading days, and the remaining 40% after compliance confirmation [7][9][10] Governance Arrangements - The agreement includes provisions for governance, where Da Yong Limited will support the nomination of directors proposed by Wuhan Yangtze International Trade Group during shareholder meetings [10][15] Legal and Regulatory Framework - The agreement is governed by Chinese law, and any disputes will be resolved through arbitration in Beijing [14][15]

Core Viewpoint - The report anticipates that convertible bonds with positive performance in Q2 2025 will be concentrated in high-end manufacturing sectors such as communication, electronics, military, automotive parts, transportation equipment, industrial control equipment, energy equipment, and electric power equipment, as well as in non-ferrous and basic chemical industries benefiting from price increases [1]. Group 1: Industry Performance Insights - The profit growth in the non-ferrous metal mining industry is expected to reach 41.7% year-on-year, driven by rising prices and increased production and sales of metals like gold, copper, zinc, and silver [2]. - The railway, shipbuilding, aerospace, and other transportation equipment manufacturing sectors are projected to see a profit increase of 56% year-on-year, benefiting from global shipping recovery and significant orders for LNG carriers and container ships [2]. - The computer, communication, and other electronic equipment manufacturing sectors, along with electrical machinery and general equipment manufacturing, are expected to maintain double-digit profit growth due to high demand for AI hardware, smart terminals, and industrial control equipment [2]. - The agricultural and sideline food processing industry is anticipated to experience a profit growth rate of 38.2%, primarily due to the demand for high-value-added products like prepared dishes and health foods [2]. Group 2: Company-Specific Performance - Among the companies that have disclosed their H1 2025 performance forecasts, 272 companies are expected to achieve a non-net profit growth of over 30% in Q2 2025, mainly in the basic chemicals, electric power equipment and new energy, machinery, electronics, and automotive sectors [3]. - In the basic chemicals sector, companies are expected to benefit from price increases in phosphates, pesticides, and refrigerants [3]. - The electric power equipment and new energy sector's high-performing companies are expected to benefit from increased overseas photovoltaic storage orders, domestic ultra-high voltage and smart grid construction, and rising domestic orders for new energy vehicles and military products [3]. - The machinery sector's growth is driven by high demand for industrial mother machines, semiconductor equipment, energy equipment, shipbuilding, and rail transit equipment [3]. - The electronics sector's growth is attributed to increased investment in AI computing power, accelerated domestic substitution of semiconductor equipment and materials, and growth in consumer electronics and smart terminal shipments [3]. - The automotive sector is expected to see high growth due to increased sales of domestic new energy vehicles and accelerated exports of commercial vehicles and automotive parts [3]. Group 3: Performance Forecast Adjustments - A list of 13 convertible bond targets has been identified, which have seen their average net profit forecasts raised by over 5% in the past three months, with more than three forecasting institutions involved, indicating potential marginal improvements in performance [4].

会议还分析研讨了当前市场动态。新华指数研究院发布的最新数据显示，7月11日海南皇帝蕉产地价格指数报242.79点，较前一周下跌18.48%，较基期跌幅 达75.72%。与会专家一致认为，短期需积极对接商超等渠道拓展销路；中长期则需调整生产结构，发展多元化品种和深加工，增强产业应对市场波动的韧 图为香蕉产业研讨会现场。（王云蕊 摄） 国家香蕉产业技术体系育种技术与方法岗位专家李敬阳强调，香蕉是我国热区支柱性产业，品种多样化与结构优化是重要方向。他特别指出，发展深加工不 能仅依赖设备投入，核心在于源头选育适宜加工的专用品种。引入IITA的种质资源与技术，正是为了丰富澄迈香蕉品种资源库，突破加工瓶颈，实现产业价 值链的跃升。 IITA项目协调员Delphine Mutanga Amah分享了她的观察。她表示，与非洲常见的小农户分散种植不同，澄迈县以协会形式组织蕉农的模式极具启发性。"这 种高效的组织机制非常值得学习，我们希望未来能组织非洲团队前来考察交流。" 7月16日，中国经济信息社新华指数研究院、中国热带农业科学院热带作物品种资源研究所、国际热带农业研究所（IITA）及澄迈县香蕉协会四方代表齐聚 海南澄迈，共商 ...

期货价格区间预测 | 品种 | 价格区间预测 | 当前波动率（20日滚动） | 当前波动率历史百分位（3年） | | --- | --- | --- | --- | | 碳酸锂主力合约 | 震荡区间63000-70000 | 21.5% | 28.1% | source： 南华研究,同花顺 南华期货碳酸锂企业风险管理日报 2025年07月17日 碳酸锂企业风险管理策略建议 夏莹莹 投资咨询证书：Z0016569 余维函 期货从业证号：F03144703 联系邮箱：yuwh@nawaa.com 投资咨询业务资格：证监许可【2011】1290号 | 行为 导向 | 情景分析 | 策略推荐 | 套保工具 | 买卖方向 | 推荐比例 | | --- | --- | --- | --- | --- | --- | | | | 为防止库存减值，可以根据库存情况，做空碳酸锂 期货来锁定成品利润 | LC2511 | 卖出 | 50% | | 库存 | 产品库存偏高，担心库存 | | | | | | 管理 | 有减值风险 | 卖出看涨期权 | 场外/场内期权 | 卖出 | 50% | | | | 买入虚值看跌期权 | 场内/ ...

Core Insights - The third China International Supply Chain Promotion Expo (Chain Expo) is being held in Beijing, showcasing the integration of cross-border product matrices and the dual roles of overseas Chinese businesses as "chain leaders" and "social responsibility" contributors [1][2]. Group 1: Event Overview - The Chain Expo features a layout of "6 chains and 1 exhibition area," facilitating easier communication and precise matching of cooperation among upstream and downstream enterprises [4]. - Thailand is the guest country for this year's expo, with a significant increase in the number of participating enterprises across various sectors, including automotive manufacturing, electronic technology, and agricultural processing [4]. Group 2: Business Perspectives - Companies participating in the expo aim to strengthen cooperation with China and globally in supply chains, particularly in green agriculture and digital technology [4]. - The wine industry representative emphasizes the importance of the entire supply chain, from cultivation to end-user sales, and highlights the expo's role in fostering collaboration and innovation across different sectors [5]. Group 3: Innovation and Collaboration - The Chain Expo is not merely about showcasing products but focuses on collaborative synergy and deep integration across the supply chain, which is unique compared to other exhibitions [5]. - Initial cooperation intentions have been established between wine industry representatives and upstream/downstream enterprises in areas such as agricultural technology and smart logistics [5].

Core Insights - Jiangsu Province's total import and export value reached 2.81 trillion yuan in the first half of the year, a 5.2% increase compared to the same period last year, surpassing the national growth rate of 2.3% and accounting for 12.9% of China's total import and export value [1] Group 1: Trade Performance - Exports amounted to 1.88 trillion yuan, growing by 9.4%, while imports were 933.93 billion yuan, a decrease of 2.4% [1] - The proportion of processing trade increased, with processing trade imports and exports totaling 883.04 billion yuan, a growth of 6.1%, accounting for 31.4% of the total trade value, up 0.3 percentage points from the previous year [1] Group 2: Contribution by Enterprises - Foreign-invested enterprises contributed significantly, with imports and exports totaling 1.32 trillion yuan, a growth of 5.8%, contributing 2.7 percentage points to the overall growth, representing 46.9% of the total trade value [1] - Private enterprises had imports and exports of 1.25 trillion yuan, growing by 2.5%, contributing 1.2 percentage points to the overall growth, accounting for 44.5% of the total [1] - State-owned enterprises saw a notable increase in trade, with imports and exports reaching 241.35 billion yuan, a growth of 16.8% [1] Group 3: Regional Trade Dynamics - Jiangsu's trade with countries involved in the "Belt and Road" initiative reached 1.39 trillion yuan, a growth of 9.5%, contributing 4.5 percentage points to the overall growth, and accounting for 49.5% of the total trade value, an increase of 2 percentage points from the previous year [2] - Trade with ASEAN countries was particularly strong, reaching 510 billion yuan, a growth of 21.8%, while trade with the EU was 395.2 billion yuan, growing by 2.8% [2] Group 4: Product Categories - Mechanical and electrical products were the main drivers of export growth, with exports totaling 1.3 trillion yuan, a growth of 10.4% [2] - Key exports included computers and components (116.42 billion yuan, up 0.3%), electrical equipment (113.88 billion yuan, up 19%), and ships (63.82 billion yuan, up 27.6%) [2] - Imports of mechanical and electrical products also grew, totaling 532.7 billion yuan, a growth of 3%, with significant increases in flat panel display modules and computer components [2]