Wal H 4 l 记者 洪小棠 2025年上半程收官，此间，国内权益资产较为分化，小盘股表现突出。再看公募基金，主动权益基金业绩较好，小盘、成长风格基金表现更佳；被动权益基 金中，港股主题基金收益率较高。 2025年上半年的基金业绩榜，成为基金经理认知差异的检验场。 诺安精选价值混合基金的基金经理唐晨则表示，股票市场上没有新鲜事，"周期思维"才是长久的赛道。 所以，在唐晨看来，投资会遵循产业发展的自身规律和产品的生命周期。 "通常来讲，股票市场的价格发现功能并不是与之同步，这就给我们带来了捕捉'低估'、获取'价值重估'的机会，特别是对于科技属性、价值释放非线性的领 域。因此，从我接手诺安精选价值以后，一直就把创新药作为这个产品组合的核心方向。"唐晨称。 看似迥异的方法论，在各自赛道获得了验证。Wind数据显示，在全市场业绩TOP10基金中，有七只为医药主题基金，消费主题产品最佳业绩占据了三分之 一。 业绩验真 回顾上半年，A股市场表现分化，小盘股指数表现突出，港股市场涨势良好。上证指数上涨2.76%，沪深300指数上涨0.03%，中证2000指数上涨15.24%，科 创50指数上涨1.46%；恒生指数上涨2 ...

中国石油集团川庆钻探工程有限公司，成立于2008年，位于成都市，是一家以从事石油和天然气开采业 为主的企业。企业注册资本1160000万人民币。通过天眼查大数据分析，中国石油集团川庆钻探工程有 限公司共对外投资了12家企业，参与招投标项目3364次，专利信息4114条，此外企业还拥有行政许可31 个。 来源：金融界 金融界2025年7月1日消息，国家知识产权局信息显示，中国石油天然气集团有限公司;中国石油集团川 庆钻探工程有限公司申请一项名为"一种钻井作业能源优化方法及装置"的专利，公开号 CN120231524A，申请日期为2023年12月。 天眼查资料显示，中国石油天然气集团有限公司，成立于1990年，位于北京市，是一家以从事石油和天 然气开采业为主的企业。企业注册资本48690000万人民币。通过天眼查大数据分析，中国石油天然气集 团有限公司共对外投资了113家企业，参与招投标项目5000次，财产线索方面有商标信息1446条，专利 信息5000条，此外企业还拥有行政许可28个。 专利摘要显示，本发明提供了一种钻井作业能源优化方法及装置，所述方法包括以下步骤：利用动力电 缆连接储能系统与钻井供电系统，并在 ...

业内人士指出，海拍客"平台+自营"的双轨模式存在隐患，自营业务的拓展虽有助于提升市场份额，但也加重了库存管理与资金周转压力。同时，公司聚焦 的低线城市消费者，价格敏感度高且消费升级滞后，会影响海拍客高毛利产品的销售，而母婴垂直电商本身用户群体较小，获客成本高，也难以与综合电商 平台竞争。 母婴电商平台海拍客近日递交港股上市申请，以10.1%的市占率领跑下沉市场，却深陷增收不增利的困境。招股书显示，其2024年营收10.32亿元，净亏损却 扩大至7883万元，负债净额更是达到了20亿元。在蜜芽关停、可优比大幅裁员的行业洗牌期，面对京东、阿里等巨头的下沉攻势，海拍客的上市之路仍面临 挑战。 负债20亿元 冲刺港股 6月30日，母婴电商企业Yangtuo Technology Inc.海拍客向港交所主板递交上市申请，中信证券为其独家保荐人。招股书显示，公司通过轻资产运营的海拍客 平台，链接超4200家供应商与覆盖全国3000个县域的29万家采购商，构建家庭护理及营养品的供应链生态闭环，推动下沉市场消费升级。 2015年，天猫国际创始人赵晨创立海拍客。早期以"B2B2C"模式切入母婴海淘赛道，即上游对接品牌商、下游连 ...

Key Takeaways FSTR extends its revolving credit facility maturity date to June 27, 2030, with improved terms. The amendment raises FSTR's borrowing capacity to $150 million and lowers overall finance costs. FSTR gains more financial flexibility to support growth in Rail Technologies and Precast Concrete platforms.L.B. Foster Company (FSTR) has announced that it entered into a Fifth Amended and Restated Credit Agreement, which includes several key enhancements. This includes, among other things, extending ...

Group 1: Summer Travel Trends - The peak of summer travel bookings has begun, with significant year-on-year increases in bookings for flights, hotels, tickets, and car rentals [1] - Long-distance travel consumption has increased by 7 percentage points compared to the same period last year, with the Northwest, Northeast, and Southwest regions being popular destinations for summer vacations [1] - The family travel segment, particularly with children, constitutes 60% of summer travelers, indicating a strong demand for family-oriented travel experiences [1] Group 2: Booking Insights - Tuniu's latest booking data shows that the first wave of summer travel peaked on June 28, with travel demand expected to continue until mid-August [1] - Domestic long-distance travel and short-distance outbound travel are particularly popular, accounting for 45% and 23% of travel volume, respectively [1] - University students are the fastest-growing demographic among travelers, with a 77% increase in travel volume compared to last year [1] Group 3: Popular Destinations and Activities - Popular attractions for family travelers include Shanghai Disneyland, Beijing Universal Resort, Chengdu Research Base of Giant Panda Breeding, Badaling Great Wall, and Zhangjiajie National Forest Park [1] - Theme parks are leading in popularity among family travel themes, with significant bookings for parks like Chimelong Ocean Kingdom and Shanghai Disneyland [2] - Coastal destinations such as Sanya, Qingdao, and Dalian are favored by families seeking water activities during the summer [2] Group 4: Quality Travel Trends - There is a notable trend towards quality travel, with bookings for high-star hotels increasing by over 20% year-on-year [3] - Hotel packages that include dining and entertainment have seen a 25% increase in booked nights compared to last year [3] - Car rental bookings for self-driving tours have surged by 64% year-on-year, reflecting a growing preference for flexible travel options [3] Group 5: Car Rental and Self-Driving Trends - Car rental platforms report a continued rise in self-driving travel, with domestic orders expected to increase by nearly 40% year-on-year [4] - The demand for mid-to-long-distance self-driving orders has grown by 48%, indicating a shift towards deeper travel experiences [4] - The acceptance of electric vehicles has significantly increased, with orders for pure electric cars projected to surge by 148% [4] Group 6: International Travel Insights - There is a steady increase in outbound travel bookings, with a 13.5% year-on-year growth in self-driving travel abroad since June [5] - Countries like Italy, France, and Sweden have seen substantial increases in self-driving demand, with growth rates of 35%, 40%, and 94% respectively [5] - The senior demographic (60 years and older) shows a growing interest in self-driving travel, with an 8.6% increase in demand compared to younger travelers [5]

记者从通气会上获悉，新矿产资源法坚持问题导向，直面矿政管理实践中迫切需要解决的突出问题，在 矿业用地、开采战略性矿产资源征收土地、探采"直通车"、油气探采合一、矿业权收回补偿等方面实现 新突破。 "自然资源部高度重视矿产资源法贯彻实施工作，将贯彻实施好新矿产资源法作为当前和今后一段时期 自然资源管理工作的重中之重。"魏莉华说。据了解，自然资源部正积极推进相关配套文件的制定工 作。新在哪里 1986年，我国颁布了第一部矿产资源法，明确了矿产资源属于国家所有，为勘查和开发矿产资源提供了 基本法治保障，标志着我国矿产资源管理步入法制化轨道。1996年，我国对矿产资源法进行了一次修 正，完善了矿业权有偿使用和依法流转制度。2009年又对矿产资源法进行个别文字修改。此后矿产资源 法多年未修改，成为矿政管理的短板。 魏莉华表示，新矿产资源法坚持问题导向，直面矿政管理实践中迫切需要解决的突出问题，在矿业用 地、开采战略性矿产资源征收土地、探采"直通车"、油气探采合一、矿业权收回补偿等方面实现了新突 破。 矿业权出让是矿业权管理的重要环节。记者从通气会上获悉，新矿产资源法首次从法律上确定了探矿 权、采矿权招标、拍卖、挂牌的市 ...

1. 小米汽车：6月小米汽车交付量超过25000台。 2. 领克汽车：6月销量26310辆，同比增长8%。 3. 极氪科技：6月销量16702辆，同比下降17%。 4. 岚图汽车：6月销量10053辆，同比增长83%。 5. 阿维塔汽车：6月销量10153辆，同比增长117%。 6. 蔚来汽车：6月交付车辆24925辆，同比增长17.5%。 7. 理想汽车：6月交付36279辆汽车，同比下降24%。 8. 智己汽车：6月共交付新车6027台。 9. 深蓝汽车：6月全系交付新车29893台，同比增长79%，环比增长17%。 10. 鸿蒙智行：6月单月全系交付52747辆，刷新鸿蒙智行单月销量历史新高。 11. 比亚迪股份：6月公司新能源车销量为38.26万辆，去年同期为34.17万辆。 12. 零跑汽车：6月交付达48006台，同比增长超138%，上半年累计交付超22万台。 13. 小鹏汽车：6月共交付新车34611台，同比增长224%，连续8个月交付量超3万台。 金十整理：2025年6月造车新势力"成绩单"一览 ...

Investor Presentation 2024 Report Prepared in accordance with China Accounting Standards Contents 1 Performance Highlights and Financial Review 2 Innovation and Internationalization 3 Pharmaceutical 4 Med Tech 5 Healthcare Services 6 Appendix Performance Highlights and Financial Review 2024 Financial Review (1/2) Revenue v RMB 41,067 million (-0.80%YoY) R&D Expense RMB 3,644 million (-16.15%YoY) Net Operating Cash Flow RMB 4,470 million (+31.13%YoY) Net Profit Attributable to Shareholders RMB 2,770 million ...

Investor Presentation 1Q25 Report Prepared in accordance with China Accounting Standards Contents 1 Performance Highlights and Financial Review 2 Innovation and Internationalization 3 Pharmaceutical 1Q25 Financial Review (1/2) Revenue RMB 9,420 million (-7.26%YoY) R&D Expense RMB 737 million (-11.10%YoY) Net Operating Cash Flow RMB 1,056 million (+15.08%YoY) 4 Med Tech 5 Healthcare Services 6 Appendix Performance Highlights and Financial Review Net Profit Attributable to Shareholders RMB 765 million (+25.42 ...

Key Takeaways Consumer sentiment surged 16.3% in June, its first rise in six months. FUBO, CCL, LOPE, and TILE are Zacks Rank #2 stocks with strong earnings growth and improving estimates. Markets are rallying on easing trade and geopolitical tensions, plus hopes for a Fed rate cut soon.Wall Street is on a rally, with the S&P 500 and the Nasdaq hitting new all-time highs as trade worries and geopolitical tensions have eased. Also, optimism surrounding a rate cut by the Federal Reserve in the coming weeks ...