从评级调整方向来看，274只个股评级维持不变，1只个股评级获调高，7只个股为首次评级。此外，有 52只个股获多家券商关注，三七互娱、中航沈飞、今世缘获评级数量居前，分别有6家、5家、5家券商 给予评级。 Wind数据显示，8月26日，共有282只个股获券商买入评级，其中64只个股公布了目标价格。按最高目 标价计算，今世缘、隆鑫通用、德业股份目标涨幅排名居前，涨幅分别达68.35%、66.36%、58.39%。 从获买入评级个股所属Wind行业来看，资本货物、材料Ⅱ、食品、饮料与烟草买入评级个股数量最 多，分别有64只、38只、36只。 ...

Market Overview - The London Stock Exchange's FTSE 100 index closed at 9265.80 points, down 55.60 points, representing a decline of 0.60% from the previous trading day [1] - All three major European stock indices experienced declines on the same day [1] Sector Performance - Service sector stocks led the gains in the London stock market, with the top five performers being: - Bunzl, a supply chain services provider, up 5.12% - Fresnillo, a precious metals producer, up 3.08% - Babcock International, an enterprise outsourcing service provider, up 2.10% - BT Group, up 1.60% - Halma, a hazardous materials testing company, up 1.60% [1] - Consumer sector stocks were the biggest losers, with the top five decliners being: - Dunelm Group, a home goods supplier, down 4.34% - Convatec, a medical technology company, down 4.04% - Associated British Foods, down 3.98% - DCC, a marketing and business services company, down 3.47% - Diageo, a beverage company, down 2.88% [1] Other European Indices - The CAC 40 index in Paris closed at 7709.81 points, down 133.23 points, a decline of 1.70% [1] - The DAX index in Frankfurt closed at 24152.87 points, down 120.25 points, a decline of 0.50% [1]

新华财经伦敦8月26日电（记者赵阳）英国伦敦股市《金融时报》100种股票平均价格指数26日报收于 9265.80点，较前一交易日下跌55.60点，跌幅为0.60%。欧洲三大股指当天全线下跌。 个股方面，当天伦敦股市成分股中服务类个股领涨，位于涨幅前五位的个股分别为：供应链服务商邦兹 尔股价上涨5.12%，贵金属生产商弗雷斯尼洛股价上涨3.08%，企业服务外包商巴布科克国际股价上涨 2.10%，英国电信集团股价上涨1.60%，危险品检测公司哈尔玛股价上涨1.60%。 欧洲其他两大主要股指方面，法国巴黎股市CAC40指数报收于7709.81点，较前一交易日下跌133.23 点，跌幅为1.70%；德国法兰克福股市DAX指数报收于24152.87点，较前一交易日下跌120.25点，跌幅 为0.50%。 （文章来源：新华财经） 当天伦敦股市成分股中消费类个股领跌，位于跌幅前五位的个股分别为：家居用品供应商翠丰集团股价 下跌4.34%，医疗技术公司康维德公司股价下跌4.04%，英国联合食品集团股价下跌3.98%，营销和商务 服务公司DCC股价下跌3.47%，酒业公司帝亚吉欧股价下跌2.88%。 ...

Summary of the Conference Call for XINLAI YINGCAI Industry and Company Overview - The conference call pertains to XINLAI YINGCAI, a company operating in the semiconductor and related industries, with a focus on domestic market growth and liquid cooling technology development [2][5]. Key Points and Arguments Performance Expectations - XINLAI YINGCAI anticipates that its performance in the second half of 2025 will surpass that of the first half, driven by the domestic semiconductor industry's localization and increased demand for components [2][4]. - The company’s semiconductor business has shifted focus to domestic clients, with the top two clients being domestic enterprises, accounting for over 30% of revenue [2][11]. Financial Performance - In the first half of 2025, overall revenue remained stable compared to the previous year, but net profit declined by approximately 20% [3]. - The semiconductor business was flat year-on-year, while the pharmaceutical segment saw a decline of about 27.5% [3]. - Domestic revenue is expected to increase by approximately 50 million yuan year-on-year, while overseas revenue is projected to decrease by about 100 million yuan [2][11]. Gross Margin Insights - The expected gross margin for CPU products is around 40%, while for component products, it is approximately 30% [8]. - Overall business gross margin is estimated to be over 30%, but there are concerns regarding margin pressure due to fixed asset depreciation [2][3][8]. Market Trends and Demand - The demand for components is expected to grow due to the expansion of advanced domestic processes, particularly in high-end chip manufacturing and AI applications [10]. - The company is optimistic about the liquid cooling market, having developed products such as liquid cooling distribution units (CDUs) and related components [2][6]. Product Development and Innovation - XINLAI YINGCAI is expanding its component offerings, including the launch of cloud gas disks and ongoing tests for vacuum transmission valves [4][17]. - The company is also developing high-end vacuum control valves and collaborating with clients on ALD-level gas valve applications [17][18]. Challenges and Strategic Focus - The pharmaceutical sector faces significant pressure with no clear recovery in sight, while the food sector is expected to remain stable [16][19]. - The company is exploring opportunities in the liquid cooling market as a potential growth area, leveraging its experience in the dairy and biopharmaceutical sectors [6][19]. Additional Important Insights - The company has seen a shift in its customer base from overseas to domestic markets, mitigating some of the uncertainties associated with international markets [4][5]. - The overall market environment remains challenging, particularly for the pharmaceutical segment, which is experiencing declining demand and prices [3][16]. - XINLAI YINGCAI is hopeful for improvements in U.S.-China relations, which could positively impact its overseas business [19].

8月26日，中国延边民营企业投资贸易洽谈会在延吉开幕。省委常委、州委书记胡家福出席开幕式并致辞。州委副书记、州长洪庆主持开幕式。 胡家福在致辞中代表州委、州政府，向各位嘉宾和企业家表示热烈欢迎。他说，本次大会汇聚了心系家乡发展的延边籍企业家，迎来了怀揣合作热忱的新 知新友。大家对边疆民族地区的关心关注、支持厚爱，必将为延边大地带来巨大商机和无限可能。 胡家福随后以"五个邀约"，向广大企业家发出诚挚邀请，期盼大家与延边携手共创"双向奔赴、相互成就"的美好未来。 胡家福说，延边地处中俄朝三国交界、东北亚地理几何中心，是我国面向东北亚开放合作的战略支点。当前，我州正以海纳百川的开放姿态、敢闯敢试的 开拓决心，深度融入共建"一带一路"，不断拓展对外开放的广度和深度，加快打造沿边开放新高地。诚挚邀请广大企业家，依托延边得天独厚的开放优 势，布局业务板块，开拓国际市场，在开放发展的浪潮中实现事业腾飞、互利共赢。 胡家福说，延边产业根基扎实、特色鲜明。近年来，我州坚持实体经济为基、制造业当家，推动产业基础再造和产业迭代升级，产业体系呈现出结构优 化、质量提升、层次攀高的良好发展态势。当前，我州正聚焦打造"十大产业集群"、培 ...

以下文章来源于出海潜望 ，作者周月明 出海潜望 . 挖掘出海故事，助力企业全球化。来吧！一起去全世界逐浪 出品｜虎嗅商业消费组 作者｜周月明 编辑｜苗正卿 题图｜视觉中国 "你知道吗，2024年以前，举办了十多年的全球最大清真展之一：土耳其清真博览会，竟然从没出现过一家中国公司。"马来西亚中国清真企业家协会 驻广州市主席郑翰庭对虎嗅感叹。 连亚马逊深山老林里都曾闪现身影的中国人，竟鲜少涉足这个全球超20亿人 （占总人口四分之一） 的市场，着实令这位马来西亚华人感到惊讶。 这个市场究竟有多大？ 据数据，2024年，全球伊斯兰金融市场规模已达3.18万亿美元；2021年，全球清真食品和饮料市场规模已达2.09万亿美元；2024年清真化妆品市场也 达477亿美元。 穆斯林市场总产值已数万亿美元。 但这仍像一块未被中国企业系统开垦的蓝海地，而在另一边，许多中企早已在欧美市场内卷到白热化。 这片充满诱惑的"新大陆"布满了文化、宗教、商业规则的壁垒和盲区。 " 有人一口气做了5个Halal认证，但重点穆斯林国家仍是进不去。 "郑翰庭告诉虎嗅，作为马来西亚Jakim（ 马来西亚伊斯兰教发展局） 国际清真认证 机构赫拉多希班 ...

Financial Data and Key Metrics Changes - The company reported a net sales increase of 11.5% year over year, reaching ILS 3,100,000,000 for the quarter, with a 15.5% increase when excluding the impact of a stronger shekel [42][43] - EBIT improved significantly, with higher operating profit attributed to increased net sales and ongoing productivity measures, despite raw material price inflation [43][44] - Net income was negatively impacted by increased financing and tax expenses, with financing expenses rising by ILS 57,000,000 in Q2 due to the stronger shekel and higher interest rates [45][46] Business Line Data and Key Metrics Changes - Strauss Israel saw a 9% growth in sales, driven by both volume and price increases, with Health and Wellness performing particularly well [14][48] - The coffee segment in Israel experienced volume increases, especially in roasted and ground coffee, although EBIT remained stable due to rising coffee prices [16][49] - The international coffee business, particularly in Brazil, reported a significant turnaround with a 30% increase in sales, primarily driven by price increases [20][21] Market Data and Key Metrics Changes - The company increased its overall market share in Israel from 34.1% to 35.1%, despite price increases in several segments [18] - The water business experienced 4-5% top-line growth in Q2, supported by a higher installed base and improved sales mix, although impacted by the war in June [50] - In China, the company faced increased competition, particularly from Xiaomi, which affected sales and net income [27][28] Company Strategy and Development Direction - The company is focusing on core activities and major brands to improve profitability and market share, with a strong emphasis on productivity and operational excellence [34][36] - New product launches, including alternative milk and water purification machines, are expected to drive growth in the coming quarters [31][33] - The company aims to transition from a single product to a multiproduct company, enhancing its market position and expanding its product offerings [26][36] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges from inflation and raw material costs but expressed confidence in the company's ability to pass on costs to consumers [63] - The company expects improvements in net income in the coming quarters as one-time financial costs and tax issues are resolved [63] - Future growth is anticipated from productivity initiatives and new product launches, with a focus on maintaining EBIT margins despite rising costs [41][63] Other Important Information - The company received a stable outlook upgrade and maintained a strong AA1 rating, reflecting its solid financial position [47] - The cocoa prices have shown a significant decrease, which is expected to positively impact the funding indulgence segment moving forward [55][56] Q&A Session Summary Question: What are the expected benefits of the new Jotvita facility? - The new facility will address unmet market demand, allowing for a substantial increase in sales volume and value, thereby improving EBIT and margins [51][52] Question: What relief is being seen in commodity pricing? - Some relief is noted in coffee prices, although recent increases are concerning. Cocoa prices have decreased significantly, which is expected to benefit the funding indulgence segment [55][56] Question: How will the acquisition of JDE Peet by Keurig impact the markets? - The company does not anticipate significant impacts in its operating markets, as competition remains strong and JD is already a competitor in those regions [58][59]

每经AI快讯，元祖股份（SH 603886，收盘价：13.25元）8月26日晚间发布公告称，公司第五届第四次 董事会会议于2025年8月26日以现场与通讯方式召开。会议审议了《关于审议公司2025年半年度报告及 摘要的议案》等文件。 截至发稿，元祖股份市值为32亿元。 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 王晓波） 2024年1至12月份，元祖股份的营业收入构成为：食品行业占比96.01%，其他业务占比3.99%。 ...

新京报贝壳财经讯（记者俞金旻）8月26日，贝壳财经记者从上海海关获悉，7月份，上海市进出口 3972.4亿元，同比增长9.5%，自今年2月份以来已经连续6个月保持增长，当月增速比全国高2.8个百分 点。 此外，上海市贸易伙伴多元发展，对新兴市场进出口实现较快增长。7月份，上海市对共建"一带一 路"国家进出口1587.8亿元，增长13.8%，占同期全市外贸总值近四成。对东盟、中东、非洲等新兴市场 进出口分别增长12.3%、44.3%、55.5%。前7个月，上海市对共建"一带一路"国家进出口增长12.2%，对 东盟、中东、非洲等新兴市场进出口分别增长11.1%、24.7%、34.6%。 7月份，上海市出口机电产品1124.5亿元，增长5.2%。其中，工业机器人、高端机床出口分别增长 103.5%、63.4%；锂电池出口42.8亿元，增长75.7%，附加值较高的储能电池出口比重显著提升。消费品 以旧换新、提振消费专项行动等政策"组合拳"持续发力，市场活力释放推动部分消费品进口增长。7月 份干鲜瓜果、食用油、游艺运动设备分别增长59.9%、16.3%、29.4%，前7个月分别增长12.9%、6.4%、 6.6%。 校 ...

天眼查App显示，近日，深圳市润佳兴食品有限公司成立，法定代表人为朱姬，注册资本50万人民币， 经营范围为一般经营项目是：食品销售（仅销售预包装食品）；玩具销售；塑料制品销售；包装材料及 制品销售；机械设备销售；机械零件、零部件销售；日用百货销售；国内贸易代理；信息咨询服务（不 含许可类信息咨询服务）；货物进出口；技术进出口。（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），许可经营项目是：食品销售。（依法须经批准的项目，经相关部门批准后方可开展 经营活动，具体经营项目以相关部门批准文件或许可证件为准）。 ...