2025.07. 11 本文字数：2142，阅读时长大约3分钟 封图丨 巴西总统卢拉（资料图） 据央视新闻，7月9日，美国总统特朗普发布致巴西总统卢拉的信函，威胁将对进口自巴西的产品征 收50%的关税。 对此，卢拉表示，巴西将与美国进行关税谈判，若无效将采取对等反制措施。截至当地时间10日， 巴西已从外交、经济、政治、国际舆论等多个方面等入手准备，全面应对美国发起的关税战。 当地时间7月10日，在美国威胁对巴加征关税后，巴西总统卢拉在接受采访时表示， 巴西将与美国 进行关税谈判，若无效将采取对等反制措施 。 卢拉表示，巴西将优先尝试进行关税谈判，并就美方这一单边加征关税措施在世界贸易组织提起诉 讼。他强调，如果谈判无效，会根据巴西《经济互惠法》规定， 采取对等反制措施，向美国出口巴 西产品征收50%关税 。 外交层面：退回特朗普信函 巴西外交部称，在初步评估中，特朗普信中提及"不可持续的美国（对巴西）贸易逆差"与事实严重不 符。因为在美国和巴西的贸易关系中，美国是顺差方，巴西是逆差方。 9日晚，巴西外交部召见美国驻巴西大使馆临时代办，要求美方核实信件的真实性。随后， 巴西外交 部以该信件"具有冒犯性且包含事实 ...

近日，四川省启动千亿级优势特色农业产业建圈强链"双培"行动，启动会上发布了四川千亿级优势特色 农业产业建圈强链支持政策，推介了培育产业、培优企业"双培"行动项目。聚焦产业链重点，四川储备 了465个"双培"项目，总投资达1994.1亿元，涵盖畜牧、粮油、经作、水产等四大类全产业链。会上重 点推介了329个项目，总投资达1072.6亿元。 四川省是13个粮食主产省份之一，13项农产品产量常年保持全国第一。聚焦农业强省建设目标，四川提 出推进"1+1+8"千亿级优势特色农业产业建圈强链，并打出政策"组合拳"。会上发布了省级系列支持措 施，包括实施优势特色产业建圈强链专项、对符合条件的农业企业银行贷款进行贴息、对链主企业实施 上市辅导等。 据了解，四川粮食产量居全国第九，油菜籽、薯类产量全国第一。围绕这一优势，会上明确，要加快打 造成都平原"天府粮仓"核心区和川东北、川南、川中丘陵、安宁河谷4条粮食安全产业带，做优做强优 质水稻、"天府菜油"等8条特色产业链，力争粮油全产业综合产值尽快突破5000亿元。 作为畜牧业大省，四川生猪出栏量以及兔、蜂养殖量多年全国第一。会上提出，将以生猪、家禽、牛 羊、兔、蜂五大产业为重 ...

Group 1 - As of July 10, 2025, 187 A-share listed companies have disclosed their half-year performance forecasts, with 139 companies expecting profit increases, accounting for 74.33% [2] - The sectors showing significant growth include power, semiconductors, wind power equipment, pharmaceuticals, and agriculture, indicating a positive market sentiment [2] - Notably, 67 companies anticipate a net profit growth of over 100%, with 20 companies expecting over 300% growth, and 7 companies projecting over 1000% growth [3] Group 2 - The top performer, Huayin Power, forecasts a profit increase of up to 4423%, while other notable companies like First Technology and Tianbao Infrastructure expect increases of 2835% and 2329%, respectively [3] - A total of 38 companies are expected to report net profits exceeding 5 billion yuan, with Industrial Fulian leading at an estimated 12.158 billion yuan [4] - The significant profit growth for Huayin Power is attributed to increased power generation and decreased fuel costs [5] Group 3 - A-share profitability is stabilizing, with a reported net profit growth of 3.63% in Q1 2025, indicating a recovery from a previous decline [6] - Analysts suggest that improving performance expectations can stabilize market sentiment and reduce short-term volatility, particularly in sectors benefiting from domestic demand recovery [6] - The ongoing development of the AI industry and high demand in electronics and communications sectors are expected to maintain positive growth trends [6]

Core Insights - The 2025 semi-annual performance forecasts of listed companies have been disclosed, with 152 A-share companies reporting, of which 101 expect profit increases, 10 expect to turn losses into profits, and 15 expect profit decreases, indicating a positive trend in overall performance [1][4]. Group 1: Performance Highlights - Huayin Power leads with an expected net profit increase of 4423%, driven by high temperatures and increased electricity demand, projecting a net profit of 180 to 220 million yuan [4][5]. - Xinda Co. follows with a projected net profit increase of 2834.73%, attributed to rising prices of its core herbicide product, with a current market price of 120,000 to 160,000 yuan per ton [5]. - Shen Shen Fang A has reversed its losses with an expected net profit of 85 to 120 million yuan, a significant increase due to a recovery in the Greater Bay Area's new housing market [5][6]. Group 2: Industry Performance - The electronics, chemical, and pharmaceutical sectors are experiencing high growth, with 111 companies reporting profit increases, particularly in the electronics sector with 15 companies showing positive forecasts [8][9]. - Industrial Fulian expects a net profit of 11.96 to 12.16 billion yuan, benefiting from a 60% increase in AI server revenue [9][10]. - The chemical sector is also thriving, with companies like Xinhong Cheng expecting a net profit of 3.3 to 3.75 billion yuan, driven by increased sales and prices of core products [12]. Group 3: Pharmaceutical Sector Recovery - Several pharmaceutical companies are seeing a resurgence, with Hanyu Pharmaceutical projecting a net profit increase of 1470.82% to 1663.89% due to the approval of its weight-loss drug in the U.S. [14]. - Shengnuo Bio expects a net profit of 77.02 to 94.14 million yuan, driven by strong sales in the peptide raw material business [14]. - Shanghai Pharmaceuticals anticipates a net profit of 4.45 billion yuan, a 52% increase from the previous year, due to acquisitions and consolidation [14].

Group 1 - As of July 10, 2025, 187 A-share listed companies have disclosed their half-year performance forecasts, with 139 companies expecting profit increases, accounting for 74.33% [1] - The "profit growth king" Huayin Power anticipates a maximum profit increase of 4423%, leading a group of companies with significant profit growth, primarily in sectors like electricity, semiconductors, and pharmaceuticals [2][4] - A total of 38 companies are expected to report half-year profits exceeding 500 million yuan, with Industrial Fulian leading at an estimated profit of 12.158 billion yuan [3] Group 2 - Huayin Power's substantial profit increase is attributed to higher electricity generation and lower fuel costs, with expected net profit ranging from 180 million to 220 million yuan [4] - Lixun Precision, a leader in high-end precision manufacturing, emphasizes its resilience in a volatile environment and plans to enhance its global manufacturing services through strategic resource allocation [4] - Overall, A-share profitability is stabilizing, with a 3.63% year-on-year increase in net profit for Q1 2025, indicating a recovery from previous declines [5]

经营范围含许可项目：林木种子生产经营，草种生产经营，木材采运，种畜禽经营，渔业捕捞，水产养 殖，农作物种子经营（依法须经批准的项目，经相关部门批准后在许可有效期内方可开展经营活动，具 体经营项目和许可期限以相关部门批准文件或许可证件为准）园区管理服务，农业机械租赁，农业生产 托管服务，技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广，油料种植，含油果种 植，树木种植经营，蔬菜种植，林产品采集，非食用农产品初加工，食用农产品零售，食用农产品初加 工，食用农产品批发，水果种植，农作物栽培服务，农作物收割服务，智能农业管理，休闲观光活动， 渔业专业及辅助性活动，农业专业及辅助性活动（除依法须经批准的项目外，凭营业执照依法自主开展 经营活动） 企业名称修水县国锦农业有限公司法定代表人陈冬注册资本5000万人民币国标行业农、林、牧、渔业> 农、林、牧、渔专业及辅助性活动>农业专业及辅助性活动地址江西省九江市修水县太阳升镇第一小区 1#-2#连接铺101-103企业类型有限责任公司（非自然人投资或控股的法人独资）营业期限2025-7-10至无 固定期限登记机关修水县市场监督管理局 来源：金融界 天眼查App显示 ...

大宗商品研究所 农产品研发报告 生猪日报 2025 年 7 月 10 日 【生猪日报】出栏整体稳定 价格略有回落 F3045719 投资咨询证号： Z0015458 联系方式： chenjiezheng_qh@chinastock.c om.cn 今 日 昨 日 变 化 今 日 昨 日 变 化 河南（0） 14.90 15.07 -0.17 山 西 14.60 14.88 -0.28 湖北（0） 14.64 14.64 0.00 辽 宁 14.64 14.74 -0.1 安徽（300） 15.08 15.16 -0.08 吉 林 14.57 14.71 -0.14 湖南（100） 14.54 14.49 0.05 黑龙江 14.57 14.69 -0.12 四川（-200） 14.44 14.44 0.00 福 建 15.74 15.74 0 江西（100） 14.92 14.87 0.05 广 东 16.44 16.44 0 山东（0） 15.04 15.18 -0.14 广西(-200) 14.37 14.37 0 江苏（500） 15.17 15.24 -0.07 云 南 14.37 14.37 0 河 ...

Core Insights - A total of 152 A-share companies have released their performance forecasts for the first half of 2025, with 101 companies expecting profit increases, 10 companies turning losses into profits, and 15 companies predicting profit decreases [1] - The most significant profit increase is expected from Huayin Power, with a projected net profit surge of 4423% [2][3] - The semiconductor and server sectors are benefiting from the rapid development of the artificial intelligence industry, leading to substantial growth in earnings for electronic companies [1][6] Company Performance Highlights - Huayin Power anticipates a net profit of 180 million to 220 million yuan, an increase of 175 million to 215 million yuan compared to the previous year, representing a growth rate of 3600.7% to 4423.07% [2] - Xianda Co. expects a net profit of 130 million to 150 million yuan, a significant increase of 125 million to 145 million yuan from approximately 532.12 thousand yuan last year, with a year-on-year growth rate of 2443.43% to 2834.73% [3] - Deep Shenzhen A is projected to achieve a net profit of 85 million to 120 million yuan, marking a year-on-year increase of 1411.70% to 2034.17% after two years of losses [3] Industry Trends - The electronic, chemical, and pharmaceutical sectors are experiencing high levels of profitability, with 111 companies reporting profit increases or turning losses into profits [6] - Industrial Fulian expects a net profit of 11.958 billion to 12.158 billion yuan, driven by a more than 60% year-on-year increase in AI server revenue [7] - The chemical sector is seeing profit growth due to rising demand and prices for core products, with companies like New Hope and Juhua Co. reporting significant increases in net profits [9] Pharmaceutical Sector Recovery - Hanyu Pharmaceutical is projected to achieve a net profit of 142 million to 162 million yuan, a year-on-year increase of 1470.82% to 1663.89% after receiving FDA approval for its weight-loss drug [10] - Shengnuo Bio expects a net profit of 77.02 million to 94.14 million yuan, reflecting a growth of 253.54% to 332.1% due to strong performance in the peptide raw material business [10] - Shanghai Pharmaceuticals anticipates a net profit of 4.45 billion yuan, a 52% increase from the previous year, attributed to acquisitions and consolidation adjustments [10]

证券代码：605296 证券简称：神农集团 公告编号：2025-082 云南神农农业产业集团股份有限公司 关于 2022 年限制性股票激励计划首次授予第三个解除 限售期限制性股票解锁暨上市公告 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、准确性和完整性依法承担法律责任。 重要内容提示： ? 本次股票上市类型为股权激励股份；股票认购方式为网下，上 市股数为958,446股，约占目前公司股本总额的 0.1826%。 本次股票上市流通总数为958,446股。 ? 本次股票上市流通日期为2025 年 7 月 18 日。 云南神农农业产业集团股份有限公司（以下简称"公司"）于 2025 年 6 月 于 2022 年限制性股票激励计划首次授予第三个解除限售期解除限售条件成就的议 案》等议案，认为公司 2022 年限制性股票激励计划（以下简称"本激励计划"） 首次授予第三个解除限售期的解除限售条件已经成就，同意公司为 150 名符合解 除限售条件的激励对象统一办理解除限售事宜，共计解除限售 958,446 股限制性 股票。现将有关事项说明如下： 一、股权激励计划限制 ...

正邦科技（002157）公告，2025年6月销售生猪68.05万头，环比上升6.57%，同比上升186.51%；销售收 入7.75亿元，环比上升6.12%，同比上升142.62%。2025年1-6月，公司累计销售生猪357.66万头，同比上 升125.05%；累计销售收入40.77亿元，同比上升134.59%。 ...