| 举牌方 | 被举牌公司 | 股份属性 | 举牌目期 | | --- | --- | --- | --- | | 信泰人寿 | 华菱钢铁 | A股 | 7月3日 | | 利安人寿 | 江南水务 | A股 | 7月1日 | | 平安人寿 | 招商银行 | H股 | 6月17日 | | | 农业银行 | H股 | 5月12日 | | | 邮储银行 | H股 | 5月9日 | | | 招商银行 | H股 | 3月13日 | | | 农业银行 | H股 | 2月17日 | | | 招商银行 | H股 | 1月10日 | | | 邮储银行 | H股 | 1月8日 | | 长城人寿 | 秦港股份 | A股和H股 | 6月16日 | | | 大唐新能源 | H股 | 3月5日 | | | 中国水务 | H股 | 2月20日 | | 新华保险 | 北京控股 | H股 | 3月26日 | | | 杭州银行 | A股 | 1月24日 | | 瑞众人寿 | 中国神华 | H股 | 3月20日 | | | 中信银行 | H股 | 3月12日 | | 中邮保险 | 东航物流 | A股 | 4月29日 | | 中国人寿 | 电投产融 ...

Core Viewpoint - The company has announced its profit distribution plan for the fiscal year 2024, which includes a cash dividend of 0.82 RMB per 10 shares for shareholders, after excluding shares held in the company's repurchase account [1][2]. Summary by Sections Profit Distribution Plan - The company plans to distribute a total cash dividend of 120,353,952.66 RMB (including tax) based on a total share capital of 1,475,111,351 shares, excluding 7,380,221 shares held in the repurchase account [1][4]. - The cash dividend per share is calculated as 0.0815897 RMB, which will be deducted from the closing price on the record date for the ex-dividend price [1][5]. Dividend Payment Details - The cash dividend will be distributed to all shareholders holding shares as of the close of trading on July 15, 2025 [2][4]. - The distribution will be made directly to shareholders' accounts through their custodial securities companies [2]. Taxation Information - The cash dividend is subject to different tax rates based on the type of shares held by investors, with specific provisions for Hong Kong investors and domestic investors [2][4]. - The company will not withhold individual income tax at the time of distribution; instead, it will be calculated based on the holding period when the shares are sold [2][4].

Market Overview - On July 8, the Shanghai Composite Index rose by 0.70%, the Shenzhen Component Index increased by 1.47%, the ChiNext Index climbed by 2.39%, and the CSI 300 Index gained 0.84% [1] - Among the tradable A-shares, 4,282 stocks rose, accounting for 79.27%, while 981 stocks declined [1] Capital Flow - The main capital saw a net inflow of 15.45 billion yuan throughout the day [1] - The ChiNext had a net inflow of 6.036 billion yuan, while the STAR Market saw a net inflow of 456 million yuan [1] - The CSI 300 constituent stocks experienced a net inflow of 9.515 billion yuan [1] Industry Performance - Out of the 29 first-level industries classified by Shenwan, 14 industries saw net inflows of main capital [1] - The electronic industry led with a net inflow of 7.437 billion yuan and a daily increase of 2.27% [1] - The electric equipment industry followed with a net inflow of 3.678 billion yuan and a daily increase of 2.30% [1] Declining Industries - 17 industries experienced net outflows of main capital, with the public utilities sector leading with a net outflow of 2.297 billion yuan and a daily decline of 0.37% [1] - The pharmaceutical and biological industry had a net outflow of 2.285 billion yuan, despite a daily increase of 0.31% [1] Individual Stock Performance - A total of 2,337 individual stocks saw net inflows, with 849 stocks having inflows exceeding 10 million yuan [2] - The stock with the highest net inflow was Industrial Fulian, which rose by 10.01% with a net inflow of 1.163 billion yuan [2] - The stocks with the largest net outflows included Changshan Pharmaceutical, Jinyi Culture, and Xinyada, with net outflows of 783 million yuan, 727 million yuan, and 505 million yuan respectively [2]

沪指7月8日上涨0.70%，申万所属行业中，今日上涨的有29个，涨幅居前的行业为通信、电力设备，涨 幅分别为2.89%、2.30%。电子行业位居今日涨幅榜第三。跌幅居前的行业为公用事业、银行，跌幅分 别为0.37%、0.24%。 资金面上看，两市主力资金全天净流入154.50亿元，今日有14个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.27%，全天净流入资金74.37亿元，其次是电力设备行业，日涨幅 为2.30%，净流入资金为36.78亿元。 主力资金净流出的行业有17个，公用事业行业主力资金净流出规模居首，全天净流出资金22.97亿元， 其次是医药生物行业，净流出资金为22.85亿元，净流出资金较多的还有国防军工、银行、商贸零售等 行业。 电子行业今日上涨2.27%，全天主力资金净流入74.37亿元，该行业所属的个股共464只，今日上涨的有 418只，涨停的有13只；下跌的有40只。以资金流向数据进行统计，该行业资金净流入的个股有250只， 其中，净流入资金超亿元的有25只，净流入资金居首的是工业富联，今日净流入资金11.63亿元，紧随 其后的是C屹唐、鹏鼎控股，净流入资金分别为 ...

沪指7月8日上涨0.70%，申万所属行业中，今日上涨的有29个，涨幅居前的行业为通信、电力设备，涨 幅分别为2.89%、2.30%。国防军工行业今日上涨0.64%。跌幅居前的行业为公用事业、银行，跌幅分别 为0.37%、0.24%。 国防军工行业资金流出榜 资金面上看，两市主力资金全天净流入154.50亿元，今日有14个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.27%，全天净流入资金74.37亿元，其次是电力设备行业，日涨幅 为2.30%，净流入资金为36.78亿元。 主力资金净流出的行业有17个，公用事业行业主力资金净流出规模居首，全天净流出资金22.97亿元， 其次是医药生物行业，净流出资金为22.85亿元，净流出资金较多的还有国防军工、银行、商贸零售等 行业。 国防军工行业今日上涨0.64%，全天主力资金净流出11.63亿元，该行业所属的个股共139只，今日上涨 的有100只，涨停的有1只；下跌的有38只。以资金流向数据进行统计，该行业资金净流入的个股有50 只，其中，净流入资金超千万元的有19只，净流入资金居首的是菲利华，今日净流入资金1.40亿元，紧 随其后的是中国海防 ...

（以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 本文源自：金融界 作者：行情君 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，公用事业行业市盈率（TTM）平均值为6.36倍，行业中值6.24倍。顺风清洁能源市盈 率-0.25倍，行业排名第77位；其他滇池水务（03768.HK）为2.24倍、兴泸水务（02281.HK）为3.01倍、 上海实业环境（00807.HK）为3.94倍、中国光大水务（01857.HK）为4.15倍、普星能量（00090.HK） 为4.18倍。 资料显示，顺风国际清洁能源有限公司(SFCE)是一家在香港联交所主板上市的公司(股份代号01165),致 力成为全球最大的低碳节能综合解决方案供应商。全力以赴,创造低碳环境是顺风清洁能源的企业使 命。集团从事太阳能发电站建设与营运业务、太阳能产品生产与制造业务、太阳能储能与光电一体化业 务的整体供货商,并同时致力开发及经营其他清洁能源业务。集团在太阳能产业领域内以太阳能发电业 务为主干,形成太阳能全产业链的新能源企业。 7月8日，截至港股收盘，恒生指数上涨1.09%，报24148.07点。 ...

Group 1 - The "dumbbell strategy" is gaining attention as it balances defensive and offensive investments, with low valuation, high dividend assets like the power ETF (159611) being favored alongside the active tech growth sector driven by AI and policy support [1] - The Hong Kong tech sector is leading the market, with the recently launched Hong Kong Stock Connect Tech ETF (159262) rising over 2%, making it one of the top performers among tech ETFs [1] - The Hong Kong Stock Connect Tech ETF (159262) is the first to track the Hang Seng Hong Kong Stock Connect Technology Theme Index, focusing on pure tech stocks and excluding non-tech sectors, thus enhancing its investment appeal [1] Group 2 - The AI and semiconductor industries are highlighted as having long-term investment value, with the Hang Seng Index showing a 20% increase over the past six months, outperforming major global markets [2] - The largest power ETF (159611) has seen significant trading activity due to record high electricity loads, with its average daily trading volume reaching 164 million yuan and total assets growing from 1.5 billion yuan to 3.229 billion yuan [2] - The power ETF tracks the CSI All Index Power Utility Index, which has a current P/E ratio of 17.45, indicating strong valuation attractiveness, with top holdings including leading companies like China Yangtze Power and China Nuclear Power [2]

| 农林牧渔 | | | | 国投中鲁 | | | --- | --- | --- | --- | --- | --- | | 交通运输 | 0.03 | 156.13 | 19.29 | 物产中大 | 5.32 | | 银行 | -0.03 | 238.08 | -1.71 | 浦发银行 | -2.74 | | 公用事业 | -0.49 | 394.04 | 2.86 | 迪森股份 | -5.50 | 今日各行业表现（截至下午13:58） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 建筑材料 | 2.66 | 153.70 | 22.59 | 国际复材 | 20.00 | | 电子 | 2.64 | 1560.52 | 35.42 | N屹唐 | 144.38 | | 电力设备 | 2.33 | 1155.48 | 50.93 | 欣灵电气 | 20.01 | | 通信 | 2.18 | 570.91 | 21.02 | 天孚通信 | 12.19 | | 传媒 ...

Market Performance - As of midday, the Shanghai Composite Index rose by 0.58%, the Shenzhen Component Index increased by 1.27%, and the ChiNext Index climbed by 2.25%, with over 3,900 stocks in the market experiencing gains [1]. Sector Performance - The photovoltaic equipment, BC battery, PCB, and energy metal sectors showed the highest gains, while the insurance and agriculture sectors weakened [2]. Capital Flow - Major funds saw a net inflow into the electronics, power equipment, and computer sectors, while there was a net outflow from the banking, public utilities, and transportation sectors [3]. Individual Stock Performance - Specific stocks such as Industrial Fulian, Sungrow Power Supply, and Shenghong Technology experienced net inflows of 2.785 billion, 1.495 billion, and 1.036 billion respectively [4]. - Conversely, stocks like Changjiang Electric Power, Hanyu Pharmaceutical, and Jingbeifang faced net outflows of 393 million, 228 million, and 223 million respectively [5]. Institutional Insights - According to Jin Jun, Investment Director at Qianhai Bourbon Fund, the market has shown resilience since the rally began on June 23, with expectations for the index to challenge 3,674 points in the second half of the year despite facing resistance at the previous high of 3,496 [7]. - Dong Tian from Zhongtai Securities noted that the index is facing significant pressure and suggested focusing on industries with longer cycles and those that have released earnings forecasts to gauge overall industry conditions [7].

Macro Economic Risk Assessment - The macroeconomic situation significantly impacts the US stock market, with GDP growth being a key indicator of economic performance. Strong economic growth typically leads to increased corporate profits and rising stock prices, while a slowdown can pressure stock prices [2] - Inflation is a critical factor; moderate inflation reflects economic activity, but high inflation can increase corporate costs, compress profit margins, and potentially lead to interest rate hikes by the Federal Reserve, negatively affecting the stock market [2] - Interest rate policies are crucial, as rate hikes can make fixed-income products more attractive, leading to capital outflows from the stock market, while rate cuts can stimulate stock market investment enthusiasm [2] Industry Risk Analysis - Different industries face varying risks in the US stock market. Cyclical industries like automotive and real estate are sensitive to economic cycles, thriving in prosperous times but facing downturns during recessions [3] - Defensive industries such as healthcare and utilities are less affected by economic fluctuations and often show stronger resilience during economic instability [3] - The technology sector, while having high growth potential, faces rapid technological changes and intense competition, which can lead to crises for companies that fall behind [3] - Emerging industries, such as renewable energy, encounter policy risks and technological maturity risks, where changes in government support or delays in technological breakthroughs can impact company performance and stock prices [3] Company Fundamental Risk Consideration - Company-level risk assessment requires a focus on financial health, including analysis of balance sheets, income statements, and cash flow statements. High debt ratios indicate increased financial pressure and risk of distress [4] - Unstable profitability, characterized by frequent losses or significant fluctuations, raises concerns about a company's future [4] - Management quality is vital; effective leadership can navigate market changes, while poor decision-making and internal management issues can hinder company growth and negatively affect stock prices [4] - Market competitiveness is also crucial, encompassing market share, brand influence, and comparative advantages or disadvantages against competitors, all of which impact future profitability and market value [4] Market Liquidity and Trading Risk Assessment - The US stock market is vast, but liquidity varies among stocks. Low-priced and small-cap stocks may have insufficient trading volume, leading to larger spreads and higher transaction costs, making it difficult to find buyers or sellers quickly [5] - Special trading mechanisms in the US market, such as margin trading and short selling, can amplify risks. Margin trading can lead to margin calls if stock prices drop significantly, potentially resulting in forced liquidation if additional funds are not provided [5] - Short selling carries risks as well; if stock prices rise instead of falling, short sellers can incur substantial losses [5]