【导读】日韩股市涨跌不一，韩国KOSPI指数一度涨超1.9% 一起来看下日韩股市的最新市场情况及资讯。 周二公布的数据显示，在人工智能热潮的推动下，市场对高性能计算芯片的需求强劲，6月份韩国半导体出货量同比增长12%。 日经225指数跌超1% 7月1日早间，日本股市开盘下挫，日经225指数跌超1%。 韩国KOSPI指数一度涨超1.9% 7月1日早间，韩国KOSPI指数高开后持续拉升，一度涨超1.9%。 消息面上，韩国6月份出口同比增长4.3%，预估为5.1%；进口同比增长3.3%，预估为5.6%。 韩国6月份出口反弹，主要得益于半导体出货量强劲，这表明在全球贸易因美国加征关税而承压的挑战下，韩国经济仍具韧性。 根据韩国产业通商资源部周二公布的初步数据，韩国6月份出口额同比增长4.3%至598亿美元，而5月份为下降1.3%。该出口增幅低于媒体调查的预期中 值，即增长4.9%。进口额也增长，同比上升3.3%至507.2亿美元。这使得6月份的贸易顺差达到90.8亿美元，5月修正后的贸易顺差为69.3亿美元。 消息面上，日本央行发布的数据显示，日本6月份大型制造商信心指数报13，预估为10；而大型非制造商信心指数从3 ...

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Company Overview - DRC Medicine Ltd. is an innovative healthcare and biotechnology company based in Tokyo, Japan, focusing on advanced medical technologies to address global health challenges [3][10] - The company is known for its proprietary Hydro Silver Titanium® technology, which is being developed into therapeutic masks for seasonal allergic rhinitis and a pipeline of In Vitro Diagnostic (IVD) kits for infectious diseases and allergen detection [3][10] - DRC Medicine is also negotiating to acquire an innovative ATP-enhancing drug for Parkinson's disease, currently in clinical trials [3][10] Business Combination Agreement - DRC Medicine has entered into a business combination agreement with Ribbon Acquisition Corp., a special purpose acquisition company, which will lead to DRC becoming publicly traded [2][4] - The proposed transaction implies a pre-money equity value of approximately $350 million for DRC on a fully diluted basis and is expected to provide around $50 million in cash from Ribbon's IPO proceeds [6][8] - Current shareholders of DRC Medicine will retain 100% of their equity and will own approximately 82.91% of the combined company on a pro forma basis, assuming no redemptions by Ribbon's shareholders [6][8] Strategic Focus and Market Trends - The company aims to invest in more IVD kits paired with AI-powered applications to enhance universal diagnostics, addressing the rising demand for better respiratory protection and faster, more accurate IVD kits [4] - DRC's management believes that the growth of airborne allergens, respiratory diseases, and infectious diseases presents significant market opportunities [4] - The combined company is expected to leverage its experienced management team and technology specialists to innovate and expand its healthcare and biotechnology applications in the global market [4]

Core Insights - The article emphasizes that weight gain and difficulty in losing weight are not solely due to lack of willpower or self-discipline, but are significantly influenced by emotional stress and anxiety [2][3][4] - It suggests that the pursuit of weight loss should be approached with a focus on mental well-being and self-acceptance rather than strict dieting [5][6] Group 1: Emotional Eating and Anxiety - Modern anxiety drives individuals to seek comfort through eating, often leading to emotional eating, where high-sugar and high-fat foods are preferred for their immediate gratification [10][11] - A cycle of anxiety, binge eating, and guilt can develop, resulting in long-term eating disorders and diminished executive function in the brain [12][14] - Chronic anxiety can lead to a disconnection from bodily signals, making it difficult to recognize true hunger or fatigue [15][23][25] Group 2: Hormonal and Biological Factors - Leptin resistance occurs under chronic stress, where the brain fails to receive signals indicating sufficient energy, leading to persistent feelings of hunger [16][18] - The modern diet has increased the omega-6 to omega-3 ratio significantly, contributing to inflammation and further exacerbating leptin resistance [19][21] - High cortisol levels from chronic stress can raise the body's set point for weight, making it harder to lose weight and promoting fat storage [30][32][33] Group 3: Strategies for Weight Management - The article advocates for consuming whole, unprocessed foods that are familiar and simple, as they are more effective for weight management than complex health foods [37] - Recognizing emotional hunger versus physical hunger is crucial for breaking the cycle of binge eating [39][41] - Long-term self-care practices, such as improving sleep quality and engaging in enjoyable activities, can help lower cortisol levels and promote a healthier relationship with food [43][44]

本周，A股年报分红趋势延续。 数据统计显示，按照派息日口径统计，本周A股将有198家上市公司派息到账，累计派息金额近699亿元。 从分红金额看，中国平安单家分红293.34亿元居前；中国广核、广发证券分别分红47.97亿元、30.42亿元；中国交建、济川药业、中金黄金、 顾家家居、长春高新等多家分红金额均在10亿元以上。 截至本周五，A股已有超2875家公司完成年报分红，累计分红金额近9775亿元，占年报总分红金额的59.5%，分红进度已进6成。 从年度分红金额看，在周末举行的"2025上市公司论坛"上，上交所表示，沪市公司2024年现金分红达1.8万亿元，创历史新高，分红比例达 35.6%，约500家次公司推出中期分红，满足投资者现金流需求。 长江证券陈洁敏此前表示，港股和A股高股息标的除权除息后存在填权行情，但填权时间周期因个股不同而异。过去统计数据显示，较多个股 在除权除息后可能要到7月、8月会出现填权行情。 ETF层面，中证红利ETF（515080）同步持续季度评估分红。今年6月12日中证红利ETF（515080）发布2025年第二次分红公告，每十份分红 0.15元，分红比例0.99%。根据公告，这是 ...

证券研究报告/投资策略 机构调研、股东增持与公司回购策略周报（20250623-20250627） 投资要点 ➢ 本周A股上市公司重要股东增持情况 2025年6月23日至2025年6月27日，发布重要股东增持进展情况公告的公司共计 7家，评级机构家数大于10家（含10家）的有4家，拟增持金额上下限均值占最新 公告日市值比例大于1%的共1家，为阳煤化工。 ➢ 本周A股上市公司回购情况 2025年6月23日至2025年6月27日，共计118家公司发布回购进展情况公告，评 级机构家数大于10家（含10家）的共20家公司，其中，预计回购金额上下限均值 占预案日市值比例大于1%的公司为普洛药业、厦门象屿、保隆科技、隆盛科技、 柳工和新大陆，处于董事会预案阶段的为柳工和新大陆。 ➢ 2025/01/01-2025/06/27部分上市公司增持情况 2025年1月1日至6月27日，发布重要股东增持进展情况公告的公司共计234 家，评级机构家数大于10家（含10家）的有209家。其中，评级机构大于10 家，拟增持金额上下限均值占最新公告日市值比例大于1%的公司共19家，建 议关注新集能源、隧道股份、赛轮轮胎和万润股份等。 ➢ ...

紫金矿业（601899.SH） 拟并购在产露天金矿，助力百吨黄金产量目标实现 周期/金属及材料 事件：6 月 30 日公司发布公告，全资子公司紫金黄金国际有限公司（拟分拆至 香港联合交易所上市的主体）、紫金黄金国际在新加坡的全资子公司金哈(新加 坡)矿业有限公司与 Cantech 签署协议，金哈矿业拟通过收购 Cantech 持有的 RGGoldLLP 和 RGProcessingLLP100%权益，获得哈萨克斯坦 Raygorodok 金矿项目 100%权益。 财务数据与估值 | 会计年度 | 2023 | 2024 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 293403 | 303640 | 386392 | 433312 | 470547 | | 同比增长 | 9% | 3% | 27% | 12% | 9% | | 营业利润(百万元) | 31937 | 48827 | 64811 | 72732 | 85840 | | 同比增长 | 3% | 53% | 33% | 12% | 18% ...

Core Viewpoint - Rakovina Therapeutics Inc. plans to amend the terms of its outstanding convertible debentures and warrants, subject to approval from the TSX Venture Exchange and the requisite majority of holders [1][3]. Convertible Debenture Amendments - The company intends to amend its 12.0% unsecured convertible debentures with an outstanding aggregate principal amount of $1,454,000, issued on May 29, 2023 [2][3]. - Proposed amendments include extending the maturity date from November 29, 2025, to June 6, 2028, reducing the conversion price from $2.00 to $1.00 per common share, eliminating any redemption premium, and stipulating that interest accrued will be payable on the maturity date [7]. Warrant Amendments - The company plans to amend the terms of 19,200,000 outstanding common share purchase warrants, which were issued in a private placement between June 26, 2024, and July 26, 2024 [5][6]. - Proposed changes include reducing the exercise price from $2.00 to $0.75 per common share and shortening the term from three years to thirty days from the date of Exchange approval [6]. Related Party Transactions - Certain directors of the company hold a principal amount of $100,000 in convertible debentures, representing approximately 6.9% of the outstanding amount, which qualifies as a related party transaction [4]. - Director Jeffrey Bacha holds 100,000 warrants, approximately 0.5% of the outstanding warrants, also constituting a related party transaction [8]. Company Overview - Rakovina Therapeutics is a biopharmaceutical research company focused on developing innovative cancer treatments using unique technologies for targeting the DNA-damage response, powered by artificial intelligence [10].

一段时间以来，菲律宾个别反华政客出于一己私利，在涉华问题上采取了一系列恶意言行，损害中国利 益，破坏中菲关系。中国政府捍卫国家主权、安全、发展利益的决心坚定不移。中方决定，对在涉华问 题上表现恶劣的菲律宾前参议员托伦蒂诺实施制裁，禁止其入境中国内地和香港、澳门。(外交部) ...

"聪明钱"流向曝光！暗盘资金破解主力操盘密码>> 先进封装板块持续拉升，同兴达（002845）、康达新材（002669）、朗迪集团（603726）、快克智能 （603203）、博敏电子（603936）等多股涨停。 ...