经营范围含住房租赁；租赁服务（不含许可类租赁服务）；土地使用权租赁；非居住房地产租赁；小微 型客车租赁经营服务；办公设备租赁服务；建筑工程机械与设备租赁；园区管理服务；物业管理；停车 场服务；企业管理咨询；企业管理；会议及展览服务。（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） 企业名称夏津县财金租赁服务有限公司法定代表人李德峰注册资本1000万人民币国标行业租赁和商务服 务业>租赁业>机械设备经营租赁地址山东省德州市夏津县北城街道银山北街390号财金集团院内409室 （一址多照）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2025-8-4至无固定期 限登记机关夏津县市场监督管理局 来源：金融界 天眼查App显示，近日，夏津县财金租赁服务有限公司成立，法定代表人为李德峰，注册资本1000万人 民币，由夏津县财金投资集团有限公司全资持股。 序号股东名称持股比例1夏津县财金投资集团有限公司100% ...

金一文化（002721）(002721.SZ)公告，公司与北京五棵松文化体育中心有限公司(简称"五棵松文化体育 中心")就公司原办公地的租赁终止事项达成一致，并签署相关协议。经双方约定，原合同自2025年7月 31日起终止。公司应结清原合同项下已实际发生但尚未支付的各项费用(包括但不限于水费、电费等)， 且前期已支付的合同保证金73.75万元五棵松文化体育中心将不予退还;此外，公司应向五棵松文化体育 中心支付六个月的租金共计137.17万元作为违约金。鉴于原合同保证金34.54万元尚未退还，经冲抵后， 公司需向五棵松文化体育中心支付剩余款项102.63万元。 ...

金融界消息 截至2025年7月30日收盘，渤海租赁（000415）报收于3.62元，下跌2.69%，换手率1.5%， 成交量80.73万手，成交金额2.94亿元。 来源：金融界 渤海租赁最新一期业绩显示，截至2025一季报，公司营业总收入171.17亿元、同比增长99.82%，归属净 利润6.69亿元，同比增长72.21%，扣非净利润4.43亿元，同比增长106.81%，流动比率0.803、速动比率 0.799、资产负债率83.49%。 天眼查商业履历信息显示，渤海租赁股份有限公司，成立于1993年，位于乌鲁木齐市，是一家以从事租 赁业为主的企业。企业注册资本618452.1282万人民币，实缴资本618452.1282万人民币。公司法定代表 人为金川。 通过天眼查大数据分析，渤海租赁股份有限公司共对外投资了5家企业，参与招投标项目7次，知识产权 方面有商标信息1条，此外企业还拥有行政许可1个。 资金流向方面，今日主力资金净流出4646.76万元，占比成交额15.8%。其中，超大单净流出3392.28万 元、占成交额11.53%，大单净流出1254.48万元、占成交额4.27%，中单净流出流入1222.84万 ...

Group 1 - A new company named Zibo Xiaocheng Machinery Rental Co., Ltd. has been established with a registered capital of 2 million RMB [1] - The legal representative of the company is Hao Xiaoyu, and it is wholly owned by Shandong Xiaoshui Construction Co., Ltd. [1] - The business scope includes rental of construction machinery and equipment, sales of construction machinery, and installation services for general machinery [1] Group 2 - The company is classified under the national standard industry of rental and business services, specifically in the machinery equipment rental sector [1] - The registered address of the company is located at No. 54, Central Road, Dongjie Street, Boshan District, Zibo City, Shandong Province [1] - The company is a limited liability company with an operating period until July 29, 2025, with no fixed term thereafter [1]

Company Overview - Xiamen Limo Tong Automobile Service Co., Ltd. has been established with a registered capital of 5 million RMB [1][2] - The legal representative of the company is Yang Feng [2] - Shareholding structure includes Jiangsu Tianxiaxing Automobile Rental Service Co., Ltd. with 95% and Changsha Shuyi Automobile Service Co., Ltd. with 5% [1] Business Scope - The company operates in various sectors including small and micro passenger car rental services and online ride-hailing services [1] - Additional services include technology services, technical consulting, parking services, and electric vehicle charging infrastructure operations [1] - The company is also involved in battery leasing, business agency services, and information technology consulting [1] Industry Classification - The company falls under the national standard industry of rental and business services, specifically in the equipment rental sector [2] - It is categorized as an other limited liability company within the rental industry [2]

一、Avolon 主要运营数据 截至 2025 年二季度末，Avolon 机队规模为 1,076 架，包括自有飞机 599 架、 管理飞机 35 架、订单飞机 442 架，服务于全球 60 个国家的 142 家航空公司客 户。具体飞机机队组合如下： | 机队类型 | 自有飞机 | 管理飞机 | 订单飞机 | 总数 | | --- | --- | --- | --- | --- | | 空客 A320NEO 系列 | 142 | 3 | 283 | 428 | | 空客 A320CEO 系列 | 168 | 14 | 0 | 182 | | 波音 737 MAX 系列 | 39 | 0 | 117 | 156 | | 波音 737 NG 系列 | 86 | 10 | 0 | 96 | | 空客 A330-900NEO | 32 | 1 | 40 | 73 | | 空客 A330-200/300 | 45 | 7 | 0 | 52 | | 波音 787-8/9 | 35 | 0 | 0 | 35 | | 空客 A350-900/1000 | 24 | 0 | 0 | 24 | | E195-E2/E190-200 ...

金融界消息 截至2025年7月14日收盘，新城市（300778）报收于18.68元，上涨0.11%，换手率20.25%， 成交量41.23万手，成交金额7.69亿元。 资金流向方面，今日主力资金净流入1416.61万元，占比成交额1.84%。其中，超大单净流入788.31万 元、占成交额1.02%，大单净流入628.30万元、占成交额0.82%，中单净流出流出2654.19万元、占成交 额3.45%，小单净流入1237.58万元、占成交额1.61%。 通过天眼查大数据分析，深圳市新城市规划建筑设计股份有限公司共对外投资了13家企业，参与招投标 项目5000次，知识产权方面有商标信息7条，专利信息54条，此外企业还拥有行政许可13个。 新城市最新一期业绩显示，截至2025一季报，公司营业总收入4178.21万元、同比减少29.42%，归属净 利润587.96万元，同比增长105.86%，扣非净利润1118.78万元，同比增长25.18%，流动比率6.111、速动 比率6.111、资产负债率14.34%。 天眼查商业履历信息显示，深圳市新城市规划建筑设计股份有限公司，成立于1993年，位于深圳市，是 一家以从事租 ...

Group 1 - Xiamen Xing Su Automobile Service Co., Ltd. has been established with a registered capital of 5 million RMB, and is wholly owned by Xiamen Qing Su Automobile Service Co., Ltd. [1] - The legal representative of Xiamen Xing Su Automobile Service Co., Ltd. is Chen Xi [3]. - The company is classified under the rental and business services industry, specifically in the equipment rental sector [3]. Group 2 - The business scope of Xiamen Xing Su Automobile Service Co., Ltd. includes micro and small passenger car rental services, ordinary cargo transportation by water, and various automotive-related services such as sales of new energy vehicles and second-hand vehicles [2]. - The company is also involved in the sale of electric vehicle charging infrastructure and battery sales, indicating a focus on the growing electric vehicle market [2]. - The registered address of the company is located in the Xiamen Free Trade Zone, which may provide certain operational advantages [3].

Report Summary 1. Investment Rating The provided content does not mention the industry investment rating. 2. Core Viewpoints - In 2025, the core contradiction throughout the upstream, midstream, and downstream industries is the "structural gap during the new - old kinetic energy conversion period." In the first half of the year, the industry was affected by external uncertainties, with intensified internal differentiation, and overall prosperity relied on policy support. In the second half of the year, with the "two new" policies further boosting domestic demand and upgrading the industrial structure, the industry is expected to achieve a systematic leap from "quantity" to "quality" expansion [2][7]. 3. Summary by Directory Market Overview - **Upstream Materials**: In H1 2025, raw material prices were under pressure due to weak demand and Sino - US trade conflicts, showing significant differentiation. In H2, the structural differentiation will continue. Enterprises should focus on capacity elimination, tariff negotiations, and climate risks [8]. - **Midstream Manufacturing**: In H1 2025, it presented a differentiated pattern of "traditional under pressure, high - tech doing well." In H2, policies will support both demand and supply - side reforms, and traditional manufacturing is expected to break through cost dilemmas through intelligent and digital transformation [8]. - **Downstream Consumption**: In H1 2025, it showed a "weak recovery" pattern. In H2, the consumption market will continue to be structurally differentiated, and the recovery highly depends on policy implementation efficiency and business model innovation [9][10]. Upstream: Raw Material Price Fluctuations - **H1 2025 Situation**: Raw material prices were under pressure. Metal mining showed a divergence between black and non - ferrous metals; chemical raw materials had multi - directional fluctuations; energy sources like crude oil and coal were more differentiated; most agricultural products were at near - five - year lows [8][15]. - **H2 2025 Outlook**: The price differentiation will continue. Traditional raw materials' rebound depends on supply - side reforms and policy support, while emerging demand - driven products are more resilient. Enterprises should focus on capacity elimination, tariff reviews, and extreme weather [15][16]. Midstream: Short - term Stabilization, Continued New - Old Kinetic Energy Conversion - **Overall Situation**: In H1 2025, the manufacturing industry was affected by external factors, with traditional manufacturing under pressure and high - tech manufacturing supported by policies. After the tariff war, there was short - term stabilization, and both external and internal demands recovered to some extent [43][53]. - **Traditional Manufacturing**: In H1 2025, profits declined due to over - capacity and weak demand. In H2, policies will expand to more traditional manufacturing sectors, promoting transformation and efficiency improvement [59][75]. - **High - tech Manufacturing**: In H1 2025, it recovered significantly compared to the beginning of the year, benefiting from strong policy support. In H2, it is expected to continue to improve [69][75]. Downstream: Intensified Retail Differentiation, Weak Real Estate Recovery - **Retail Industry**: In H1 2025, online e - commerce grew due to the "trade - in" policy, while traditional physical retail was under pressure. In H2, the differentiation will continue, with emerging formats having growth potential and traditional retail relying on policy and innovation [82][93]. - **Leasing Industry**: In H1 2025, it was in a downturn. In H2, the "price - for - volume" trend will continue, and the de - stocking of commercial land will continue [92][93]. - **Real Estate Industry**: In H1 2025, it achieved "weak stabilization" under policy support. In H2, it is expected to continue to recover slowly with further policy optimization and improved supply - demand balance [99][115].

Report Investment Rating - No information provided on the investment rating of the industry in the report. Core Viewpoints - As of July 4, the weighted average trading maturities of urban investment bonds and industrial bonds were 2.27 years and 3.27 years respectively, both at over 90% quantile levels since March 2021. Among commercial bank bonds, the weighted average trading maturities of secondary capital bonds, bank perpetual bonds, and general commercial financial bonds were 4.28 years, 3.73 years, and 3.27 years respectively, with bank perpetual bonds at a relatively low historical level. Among other financial bonds, the durations of securities company bonds, securities subordinated bonds, insurance company bonds, and leasing company bonds were 1.52 years, 1.69 years, 3.33 years, and 1.37 years respectively, with securities company bonds and securities subordinated bonds at relatively low historical quantiles and leasing company bonds at a relatively high historical quantile [2][9]. - The coupon duration crowding index declined and then slightly increased. After reaching its peak in March 2024, it dropped and this week slightly decreased compared to last week, currently at the 27.80% level since March 2021 [12]. Summary by Directory 1. All - Variety Maturity Overview - The weighted average trading maturities of urban investment bonds, industrial bonds, secondary capital bonds, bank perpetual bonds, general commercial financial bonds, securities company bonds, securities subordinated bonds, insurance company bonds, and leasing company bonds were 2.27 years, 3.27 years, 4.28 years, 3.73 years, 3.27 years, 1.52 years, 1.69 years, 3.33 years, and 1.37 years respectively. Their corresponding historical quantiles since March 2021 were 94.1%, 97.7%, 97.3%, 68.1%, 99.5%, 29.1%, 13.9%, 70.8%, and 82.9% [11]. - The coupon duration crowding index declined after reaching its peak in March 2024 and this week slightly decreased compared to last week, currently at the 27.80% level since March 2021 [12]. 2. Variety Microscope - **Urban Investment Bonds**: The weighted average trading maturity hovered around 2.27 years. Guangdong provincial - level urban investment bonds had a duration of over 5 years, while Guizhou provincial - level urban investment bonds' trading duration shortened to around 0.48 years. The durations of urban investment bonds in regions such as prefecture - level cities in Zhejiang, prefecture - level cities in Guangdong, district - county - level in Fujian, and prefecture - level cities in Shandong were at over 90% historical quantiles, and the durations of Hunan provincial - level and Henan prefecture - level urban investment bonds were approaching their highest levels since 2021 [3][16]. - **Industrial Bonds**: The weighted average trading maturity was around 3.27 years, slightly longer than last week. The trading maturity of the real estate industry shortened to 1.85 years, while that of the public utilities industry lengthened to 3.63 years. The real estate industry's trading maturity was at a relatively low historical quantile, while industries such as public utilities, food and beverage, biomedicine, commercial retail, and building materials were all at over 90% historical quantiles [3][20]. - **Commercial Bank Bonds**: The duration of general commercial financial bonds lengthened to 3.27 years, at the 99.5% historical quantile, higher than the same period last year. The duration of secondary capital bonds lengthened to 4.28 years, at the 97.30% historical quantile, higher than the same period last year. The duration of bank perpetual bonds lengthened to 3.73 years, at the 68.10% historical quantile, higher than the same period last year [3][23]. - **Other Financial Bonds**: In terms of the weighted average trading maturity, insurance company bonds > securities subordinated bonds > securities company bonds > leasing company bonds, at 83%, 14%, 30%, and 71% historical quantiles respectively. The duration of insurance company bonds slightly lengthened compared to last week [3][25].