证券代码：600881 证券简称：亚泰集团 公告编号：临 2025-064 号 吉林亚泰（集团）股份有限公司 关于召开 2024 年年度股东大会的提示性公告 特 别 提 示 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、准确性和完整性承 担法律责任。 重要内容提示： ●股东大会召开日期：2025 年 6 月 20 日 ●本次股东大会采用的网络投票系统：上海证券交易所股东大会 网络投票系统 公 司 于 2025 年 5 月 30 日 在 上 海 证 券 交 易 所 网 站 （http://www.sse.com.cn）和《上海证券报》《中国证券报》《证券时 报》《证券日报》上刊登了《吉林亚泰（集团）股份有限公司关于召 开 2024 年年度股东大会的通知》，定于 2025 年 6 月 20 日召开 2024 年年度股东大会，根据相关规定，现发布本次股东大会的提示性公告， 具体内容如下： 一、召开会议基本情况 （一）股东大会届次 （二）股东大会召集人 公司董事会。 （三）投票方式 本次股东大会所采取的表决方式是现场投票和网络投票相结合 的方式。 无 二、会议审 ...

Group 1 - The report tracks stocks, industries, and sectors that are reaching new highs, indicating market trends and hotspots [1][4] - As of June 13, 2025, the distance to the 250-day new high for major indices is as follows: Shanghai Composite Index 3.23%, Shenzhen Component Index 11.94%, CSI 300 9.21%, CSI 500 9.33%, CSI 1000 7.65%, CSI 2000 4.96%, ChiNext Index 19.86%, and STAR Market 13.66% [5][25] - The industry indices that are closest to their 250-day new highs include non-ferrous metals, banking, pharmaceuticals, agriculture, forestry, animal husbandry, fishery, and electric power and public utilities [8][25] Group 2 - A total of 838 stocks reached a 250-day new high in the past 20 trading days, with the most significant numbers in the pharmaceutical, basic chemicals, and machinery sectors [2][13] - The highest proportion of new high stocks is found in the banking, textile and apparel, and pharmaceutical industries, with respective proportions of 71.43%, 29.29%, and 24.95% [13][16] - The manufacturing and cyclical sectors had the most new high stocks this week, with 262 and 212 stocks respectively [16] Group 3 - The report identifies 42 stocks that have shown stable new highs, with the majority coming from the manufacturing and consumer sectors, each contributing 9 stocks [22][26] - The mechanical industry had the most new highs within the manufacturing sector, while the food and beverage industry led in the consumer sector [22][26] - The selection criteria for stable new high stocks include analyst attention, relative strength of stock prices, price path stability, and continuity of new highs [19][20]

金十数据6月13日讯，国家卫生健康委等14部门发布《关于印发2025年纠正医药购销领域和医疗服务中 不正之风工作要点》，其中提到，重点打击网络"医托"、违规发布医药广告，以及假借医学科普或会议 活动等"引流""带货"、伪造编造变造在职或离退休行业人员视频营销牟利等不法行为。紧盯定点医疗机 构、定点零售药店、职业骗保人，严厉打击欺诈骗保和整治违规使用医保基金行为，用好多部门联合惩 戒机制。 （央视新闻） 纠正医药购销领域和医疗服务中不正之风 14部委联合发文 ...

Core Insights - The automotive industry is facing regulatory scrutiny due to its significant investment growth despite shrinking profits [1][15] - Overall industrial profits have improved in the first four months of the year, with volume contributions outpacing price contributions [2] - There are notable differences in performance across various industries, particularly when comparing fixed asset investment growth and profit growth [3][6] Industry Analysis - A clear correlation exists where higher investment growth often corresponds with lower profit growth, with some industries even experiencing negative profit growth [6] - The automotive and textile industries are exceptions, showing profit shrinkage while still accelerating investment [9] - Most other industries, such as instrumentation, electrical machinery, and specialized equipment, are improving with reduced investment and increased profits [10] - The power, gas, and water supply sectors are also facing challenges, with profits declining but investments increasing to support growth [13] Specific Industry Observations - The automotive sector's situation is particularly concerning, as it has the second-lowest profit growth while exhibiting the highest investment growth [14] - Leading companies in the automotive industry are expanding production to outcompete smaller firms, benefiting from increased output and volume, but this growth comes at a cost to the supply chain [14]

受外围地缘冲突影响，亚太股市普跌，日本、韩国、印度市场均跌近1%，A股三大指数集体调整，截至发稿，沪指、深指、创业板指均跌超 0.6%，全市场超4000只个股下跌。 板块方面，美容、医药、传媒、白酒等跌幅居前，黄金和原油受到以色列和伊朗冲突升级影响大涨。 01 国际原油价格飙涨 原油股拉升 能源股集体爆发，通源石油开盘20%涨停，准油股份一字涨停，潜能恒信等涨停或涨超10%。 | ﮨ | 油气开采及服务 | | > ··· () | | --- | --- | --- | --- | | | 1438.43(+103.18 +7.73%) | | | | 讨论 | 板块分析 成分股 | 相关ETF 资讯 | | | 全部(19) | | 关注度 | 主力资金 北向 | | 名称 | | 涨跌幅 , 最新价 ÷ | 市盈率 * | | 通源石油 SZ300164 | | +19.91% 5.06 | 56.78 | | 首华燃气 SZ300483 | | 10.83 +15.83% | -4.33 | | 潜能恒信 SZ300191 | | 22.97 +15.02% | -205.63 | | 贝肯能源 SZ ...

The provided content does not contain any specific quantitative models or factors, nor does it include their construction processes, formulas, evaluations, or backtesting results. The documents primarily focus on market performance, sector analysis, ETF premiums/discounts, block trading, futures basis, institutional research, and other market-related data. There are no explicit mentions of quantitative models or factors that meet the criteria outlined in the task.

Group 1 - The Hong Kong stock market opened lower on June 13, with the Hang Seng Tech Index down by 0.95%, and the Hang Seng Tech Index ETF (513180) also followed the decline with a slight premium [1] - Key stocks such as Xiaopeng Motors, BYD, NIO, Kingsoft, Tencent Music, BYD Electronics, and Li Auto experienced significant declines [1] - As of June 12, the latest valuation (PETTM) of the Hang Seng Tech Index ETF (513180) was only 20.27 times, placing it in the historical undervaluation range, below 90% of the time since its inception on July 27, 2020 [1] Group 2 - Shenyin Wanguo believes that Hong Kong will play a crucial role in the restructuring of the global financial order, becoming a core capital market under the new global order [1] - The firm anticipates that investment opportunities in Hong Kong stocks will continue to expand by the second half of 2025, focusing on broad growth sectors represented by internet technology and pharmaceuticals [1] - The new consumption sector still holds mid-term alpha advantages, although it faces short-term issues regarding cost-effectiveness [1] Group 3 - The Hong Kong Consumption ETF (513230) combines e-commerce and new consumption, covering relatively scarce new consumption sectors compared to A-shares [2] - The Hang Seng Tech Index ETF (513180) includes core AI assets and encompasses technology leaders that are relatively scarce in A-shares [2]

1. 最近红利类品种也逐渐上涨。 港股红利回到正常估值，沪港深红利低波动距离正常估值也不远了。 港股红利类品种，主要是港股红利、沪港深红利低波动、恒生红利低波动等这几个，规模相对大一些。 文 | 银行螺丝钉 （转载请注明出处） 今天大盘开盘下跌，不过到收盘微涨，波动不大， 距离4.9星很接近。 沪深300略微下跌，中小盘股微涨。 价值指数略微下跌，成长风格上涨。 医药比较强势。 港股今天下跌。 港股红利相对稳定，波动较小。 港股科技今天回调较多，不过因为前几周港股涨幅较大，今天下跌后，港股科技还没回到低估，目前处于正常偏低的估值。 也有朋友问，红利类品种，过去几年表现好，未来会不会有低迷的阶段？ 什么情况下会遇到低迷呢？ 任何一个策略，都有自己的强势阶段、弱势阶段。 从咱们估值表定期更新以来，经历了红利类品种，两轮跑赢跑输。 2014-2015年，红利跑输市场； 2016-2018年，红利跑赢市场； （1）一是2014-2015年大牛市 当时是中小盘股、创业板大幅上涨。 2014年下半年开启了连续降息，利率下降，叠加场外配资等杠杆。 小盘股、创业板这种成长风格，当时比较受益。 2014-2015年，中小盘股上 ...

（原标题：和讯投顾张平：前高受阻！A股3400点第六次站上，突破很难么？） 前高受阻，A股第六次站上3400点，到底这一波能不能突破？和讯投顾张平认为，坚定看多，突破就是 时间问题，预估经过短暂休整之后，有突破3400，剑指3500甚至更高的可能。我们先第一个分析一下A 股现在的一个现状，全天成交1.3万亿，2800个调整，你看一到这个位置上啊就出现回落，或者说横 盘，老鹰啊解读一下，在过去的一年当中你可能能注意到一共合计我数了一下，大体上有5次，这一次 是第六次，站上3400点。回过头来你看一眼这一波从去年的那个9月份开始啊到现在为止，基本上是一 个横盘震荡大的包含的关系。但是你不得不承认这一波年线它守住了，这个守住也是上一波从低位到高 位，1/2位的守住，就是破位三天，然后收回为守住。那么在这一波当中下方缺口没补，一定得清楚， 啊且这一波来说这个缺口也没补，啊岛型反转缺口没有补。所以基于这几个逻辑关系，就是大包含的关 系加在这里的关系，预估这个市场的强势并没有结束，反而正如大家所理解，下方这个缺口一旦回补， 而且回补的越深，甚至跌破之后再起，就像前几次一样，那就需要长达一个月的时间进行修正，才能重 新回归 ...

观点来自： 6 月 11 日【会员专属闭门直播】本周三直播 目录： 一、省心债组合 二、睿定投全球版组合 三、懒人均衡组合 四、红利组合 五、小帮港股通组合 六、小帮美股组合 | | | 涨跌幅 | | 涨跌幅 | | --- | --- | --- | --- | --- | | Ａ股 | 沪深300 | 1.85% | 中债新综合全价 | -0.19% | | 港股 | 恒生指数 | 5.30% | 美国20年+国债 | -3.21% | | 美国 | 纳指100 | 9.04% | 上海金 | -1.40% | | 德国 | 德国DAX | 6.67% | | | | 日本 | 日经225 | 5.33% | 省心债组合 | 0.06% | | 印度 | 印度sensex30 | 1.51% | 懒人一均衡组合 | 3.28% | | 越南 | 胡志明指数 | 8.67% | 睿定投全球版组合 | 5.63% | 省心债 睿定投全球版 ：整体上涨4.3%，是几大组合中表现最强的。主要原因在于组合中配置比例较高的美股科技板块 在5月强势反弹，尤其是英伟达等AI核心资产的带动起到了关键作用。年初至今，这个组 ...