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棒杰股份:8月11日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-11 10:34
(文章来源:每日经济新闻) 棒杰股份(SZ 002634,收盘价:5.22元)8月11日晚间发布公告称,公司第六届第十七次董事会会议于 2025年8月11日在公司会议室以现场表决与通讯表决相结合的方式召开。会议审议了《关于选举公司董 事长的议案》等文件。 2024年1至12月份,棒杰股份的营业收入构成为:纺织业占比56.06%,光伏产品占比40.86%,其他占比 3.08%。 ...
联发股份最新股东户数环比下降7.09% 筹码趋向集中
7月15日公司发布上半年业绩预告,预计实现净利润1.65亿元至1.85亿元,变动区间为 235.09%~275.71%。(数据宝) (文章来源:证券时报网) 证券时报·数据宝统计,截至发稿,联发股份收盘价为10.16元,上涨1.20%,本期筹码集中以来股价累 计上涨6.05%。具体到各交易日,6次上涨,1次下跌。 公司发布的一季报数据显示,一季度公司共实现营业收入10.50亿元,同比下降16.11%,实现净利润 7289.83万元,同比增长258.32%,基本每股收益为0.2252元,加权平均净资产收益率1.76%。 联发股份8月11日披露,截至8月10日公司股东户数为29140户,较上期(7月31日)减少2222户,环比降 幅为7.09%。这已是该公司股东户数连续第2期下降。 ...
开开实业(600272)8月11日主力资金净流出1181.13万元
Sou Hu Cai Jing· 2025-08-11 10:25
开开实业最新一期业绩显示,截至2025一季报,公司营业总收入2.70亿元、同比增长15.05%,归属净利 润797.84万元,同比减少65.70%,扣非净利润147.50万元,同比增长527.72%,流动比率1.368、速动比 率1.254、资产负债率57.08%。 来源:金融界 金融界消息 截至2025年8月11日收盘,开开实业(600272)报收于14.1元,上涨0.93%,换手率2.7%, 成交量4.33万手,成交金额6083.98万元。 天眼查商业履历信息显示,上海开开实业股份有限公司,成立于1997年,位于上海市,是一家以从事纺 织业为主的企业。企业注册资本24300万人民币,实缴资本24300万人民币。公司法定代表人为庄虔贇。 资金流向方面,今日主力资金净流出1181.13万元,占比成交额19.41%。其中,超大单净流出882.46万 元、占成交额14.5%,大单净流出298.67万元、占成交额4.91%,中单净流出流入40.36万元、占成交额 0.66%,小单净流入1140.77万元、占成交额18.75%。 通过天眼查大数据分析,上海开开实业股份有限公司共对外投资了24家企业,参与招投标项目20 ...
富春染织:部分股东合计减持公司可转债约62万张
Mei Ri Jing Ji Xin Wen· 2025-08-11 08:29
截至发稿,富春染织市值为33亿元。 每经头条(nbdtoutiao)——人形机器人撕掉"花瓶"标签还要多久?亿元大单"破冰",商业化元年终于 来了! (记者 王晓波) 每经AI快讯,富春染织(SH 605189,收盘价:16.96元)8月11日晚间发布公告称,芜湖富春染织股份 有限公司于近日收到部分股东函告,获悉其所持有的本公司部分可转债于2023年2月21日至2025年8月8 日通过集中竞价方式减持,共计减持约62万张,占公司发行总量的10.88%。何培富减持前持有公司可 转换债券约127万张,占发行总量的比例为22.32%,此次减持数量约35万张,减持后持有数量占发行总 量的比例为16.25%。何璧颖减持约4.15万张,占发行总量的比例为0.73%。何壁宇减持约7.15万张,占 发行总量的比例为1.25%。富春投资减持约11.55万张,占发行总量的比例为2.03%。勤慧投资减持约 4.53万张,占发行总量的比例为0.79%。 2024年1至12月份,富春染织的营业收入构成为:制造业占比91.54%,批发和零售业占比7.67%,其他 业务占比0.78%。 ...
胜负已定!特朗普捅马蜂窝,11国加入“战局”,美国遭围攻,美前财长认定中国是唯一赢家
Sou Hu Cai Jing· 2025-08-11 07:40
萨默斯说中国是唯一赢家,倒也不是空穴来风。中国外交部发言人毛宁早就说过:"贸易战没有赢家。"但现实是,当美国忙着和金砖国家打关税战,中国和 巴西的大豆贸易额涨了23%,和印度的机电产品出口增了18%,和南非的矿产合作协议签了一沓。更关键的是,金砖国家最近在推本币结算系统,巴西企业 用人民币买中国设备,印度用卢比结算中国高铁零件,南非用兰特换中国光伏组件——这些交易,绕开的可不止是美元,还有美国加的关税。 8月1日起,美国对巴西输美商品加征的50%关税正式生效。这个数字不是随便拍脑袋定的,我翻了翻美国贸易代表办公室的文件,上面明明白白写着:这是 对巴西"支持金砖国家去美元化"和"所谓政治猎巫博索纳罗案"的双重报复。更讽刺的是,同一天印度也被曝出对美关税税率升至50%,南非30%,连4月刚和 中国谈妥降税的中国,也在特朗普的"关税清单"里躺过枪。 这时候我想起美国前财长萨默斯上个月的预言:"只有一个赢家——中国。"当时还有不少人觉得这老头又在放话,可最近一周的国际动态,倒真给这句话添 了几分实锤。 先说阿根廷的旧账。萨默斯为什么总提1946年的庇隆?我查了查资料,这位阿根廷前总统推行的"庇隆主义",核心就是高关税 ...
2025年7月通胀数据点评:政策有望继续支撑核心CPI同比上升
Orient Securities· 2025-08-11 05:03
Group 1: Inflation Trends - July CPI year-on-year growth was 0%, while core CPI growth was 0.8%, compared to previous values of 0.1% and 0.7% respectively[5] - Food prices are expected to exert downward pressure on CPI, with July food CPI at -1.6%[5] - The core CPI is anticipated to continue rising due to policies aimed at boosting domestic demand and improving living standards[5] Group 2: Policy Impact - Policies promoting consumption are expected to support high-end consumer goods and high-tech industries, maintaining elevated price indices[5] - The construction of a unified market and enhanced competition review is projected to help traditional and emerging industries recover prices[5] - The "anti-involution" policies are broadening their impact across various sectors, leading to positive changes in PPI, especially in technology and domestic demand-driven sectors[5] Group 3: PPI Performance - July PPI for certain sectors like arts and crafts, sports equipment, and nutritional food manufacturing showed year-on-year growth of at least 1.3%[5] - However, PPI in the mining sector remains under pressure, with July mining PPI at -14%[5] - External trade environment deterioration is causing PPI declines in key export sectors, with July PPI for general equipment manufacturing at -1.6%[5]
【环球财经】2025年上半年埃及纺织品出口额达到5.77亿美元 同比增长7%
Xin Hua Cai Jing· 2025-08-10 22:47
Core Insights - Egypt's textile exports increased by 7% year-on-year in the first half of the year, reaching $577 million [1] - Turkey is the largest importer of Egyptian textiles, with imports totaling $236 million, followed by Algeria at $64 million [1] - The Egyptian Textile Export Council aims to raise export value to $1.5 billion by 2026, supported by increased production and foreign direct investment [1] - Foreign direct investment of $350 million to $450 million is expected in the second half of 2025, which will enhance the industry's capacity and competitiveness in the global market [1]
关税政策对美国物价的影响:现状、传导与展望
Sou Hu Cai Jing· 2025-08-10 16:31
Policy Background and Main Content - The U.S. has been facing a persistent trade deficit, with the trade deficit reaching [X] billion USD in 2024, prompting the government to implement tariff policies to reduce imports and enhance domestic product competitiveness [1] - The tariffs aim to revive the manufacturing sector by encouraging companies to relocate production back to the U.S., addressing the issue of job losses in manufacturing [1] Key Tariff Policies - In April 2025, the U.S. announced a 10% "minimum baseline tariff" on trade partners, with higher "reciprocal tariffs" on countries with significant trade deficits [2] - Tariffs on steel were increased from 25% to 50%, with specific adjustments for countries like Canada and Mexico, affecting a wide range of imported goods [2] Impact on U.S. Prices - The Consumer Price Index (CPI) rose by 2.7% year-on-year in June 2025, up from 2.4% in May, indicating a significant inflationary trend linked to tariff implementation [2] - The Personal Consumption Expenditures (PCE) price index also showed an increase, with core PCE rising to 2.8%, the highest level since October 2024 [2] Price Changes in Different Goods - Prices of imported consumer goods, particularly textiles and apparel, have surged, with predictions of a 40% increase in shoe prices and a 38% increase in clothing prices in the short term [3] - Prices for household appliances rose by 1.9% in June, marking the largest monthly increase since August 2020, while electronics prices increased by nearly 5% year-on-year [3] Energy and Raw Material Price Fluctuations - Tariffs on Canadian energy exports and raw materials like copper and steel have led to increased production costs in various industries, including construction [4] - The National Association of Home Builders indicated that consumers would ultimately bear the cost of these tariffs through rising housing prices [4] Mechanisms of Price Impact - Tariffs have increased the cost of imported goods, which is passed on to consumers, leading to higher prices for products like imported wines and spirits [5] - Domestic producers are also affected as tariffs raise the cost of raw materials, such as steel, which in turn increases production costs across various sectors [6] Supply and Demand Dynamics - The increase in tariffs has led to a reduction in the supply of imported goods, causing prices to rise due to supply-demand imbalances, particularly in sectors like apparel and furniture [7] - Domestic production adjustments are slow, as industries that have long relied on imports struggle to ramp up production quickly to meet demand [8] Duration and Uncertainty of Price Impact - In the short term (3-6 months), the impact of tariffs on prices is expected to intensify as inventory levels decrease and costs are passed to consumers [9] - Mid-term (6 months to 1 year) effects will be influenced by limited production shifts and ongoing policy uncertainties, potentially prolonging price instability [11] - Long-term impacts (over 1 year) may lead to structural price increases and dependency on tariff policies, affecting industries reliant on Chinese supply chains [12] Economic and Consumer Impact Outlook - Rising prices may suppress consumer spending, which is critical as private consumption accounts for nearly 70% of U.S. GDP, potentially hindering economic growth [13] - Businesses face increased costs and uncertain market demand, which may lead to reduced investment and production expansion, further complicating economic recovery [13]
印度终于认清谁是真朋友?8月9日,亚洲格局突变传来新消息
Sou Hu Cai Jing· 2025-08-10 16:10
Group 1 - The U.S. tariffs, initially perceived as a response to energy issues, are actually aimed at disrupting India's industrialization process, affecting key sectors like textiles, pharmaceuticals, and machinery [1] - The Modi government is experiencing internal conflict over how to respond to the tariff crisis, with younger officials advocating for a pivot towards Russia, while older politicians resist this change [3] - The sudden increase of tariffs to 50% on Indian exports has left Modi's administration in a precarious position, contrasting sharply with previous warm relations with the U.S. [3][4] Group 2 - Indian entrepreneurs are adapting to the tariff challenges by exploring new partnerships, with IT professionals heading north and textile leaders seeking collaborations in Guangzhou [4] - The imposition of tariffs has led to a significant economic threat, with $66 billion in business at risk due to the U.S. policy [7] - The concept of a "China solution" is emerging in the Indian business community, suggesting a shift towards cooperation with China to navigate the energy crisis and trade barriers [11][13] Group 3 - Modi's political advisors have concluded that the immediate solution lies in looking eastward for urgent needs while planning for sustainable development in the long term [13] - The recent tariff imposition has prompted discussions about India's geopolitical strategy, highlighting the need for a reassessment of alliances and trade relationships [15]
IPO周报:温多利撤单,美国大客户砍价22%重创利润
Di Yi Cai Jing· 2025-08-10 11:46
Core Viewpoint - The company, Wendoli, has signed a new Supply Agreement with American Spring, resulting in a 22% reduction in the comprehensive sales price of existing products, which is expected to significantly impact its revenue and profit margins [1][2]. Group 1: Financial Performance - From 2020 to the first half of 2023, Wendoli reported revenues of 153 million, 171 million, 173 million, and 88.18 million yuan, respectively, while net profits were 38.97 million, 37.27 million, 31.61 million, and 16.69 million yuan, indicating a trend of increasing revenue but declining net profit [1]. - The gross profit margin for Wendoli decreased from 44.69% in 2020 to 34.63% in 2022, before recovering to 39.07% in 2023 [1]. Group 2: Sales and Market Dependency - The majority of Wendoli's sales are international, with overseas sales accounting for 91.75%, 84.51%, 82.83%, and 81.51% of total revenue during the reporting period [2]. - Sales to the top five customers represented 76.99%, 69.10%, 66.52%, and 69.33% of total revenue, with American Spring being a significant contributor, accounting for 45.20%, 38.72%, 28.24%, and 46.13% of total revenue [2]. Group 3: Impact of Price Adjustment - The new Supply Agreement with American Spring, effective from September 2024, is projected to reduce Wendoli's annual revenue by 16.88 million yuan and profit by 14.35 million yuan [2]. - In the third quarter of the previous year, sales to American Spring dropped to 7.89 million yuan, a 68% decline from the second quarter, attributed to macroeconomic factors affecting the U.S. real estate market [3].