Group 1: Core Insights - The report highlights the industries showing signs of economic prosperity based on medium-term data and profit forecasts, indicating potential investment opportunities [3][6]. - The report emphasizes the importance of monitoring macroeconomic indicators and sector performance to identify favorable investment sectors [3][6]. Group 2: Industry Performance - The top-performing industries in January, March, and over the past year include Communication (7.9%, 0.3%, 28.0%), Banking (6.0%, 11.2%, 33.4%), and Media (4.6%, 0.2%, 42.6%) [1]. - Conversely, the bottom-performing industries include Food & Beverage (-7.3%, -7.6%, -1.7%), Automotive (-6.9%, -6.7%, 27.4%), and Household Appliances (-6.6%, -8.0%, 9.0%) [1]. Group 3: Environmental Sector Insights - The environmental sector is experiencing stricter monitoring standards, with leading companies positioned to benefit from these changes, particularly in waste management and recycling [5][7]. - The report identifies specific companies such as Huaneng Environment and Huicheng Environmental as key players benefiting from carbon neutrality initiatives and significant project wins [5].

General Provisions - The company, Joyoung Company Limited, was established as a joint-stock company in accordance with the Company Law of the People's Republic of China and other relevant regulations [2][3] - The company was registered on August 27, 2007, and listed on the Shenzhen Stock Exchange on May 28, 2008, with an initial issuance of 67 million A-shares [2][3] - The registered capital of the company is RMB 763.017 million [3] Business Objectives and Scope - The company's business objective is to attract foreign investment, utilize advanced management practices, and develop new products leveraging foreign technology advantages [4] - The company’s registered business scope includes research and development, manufacturing, and sales of household appliances, kitchenware, and related services [4][5] Shares - The company's shares are issued in the form of stocks, with each share having a par value of RMB 1 [6][18] - The total number of shares issued by the company is 763.017 million, and the share structure consists entirely of common stock [6][18] Shareholder Rights and Responsibilities - Shareholders have the right to receive dividends, participate in shareholder meetings, supervise company operations, and transfer their shares [11][12] - Shareholders are obligated to comply with laws and regulations, pay for their subscribed shares, and not abuse their rights to harm the company or other shareholders [13][14] Shareholder Meetings - The company holds annual and extraordinary shareholder meetings, with the annual meeting required to be held within six months after the end of the previous fiscal year [44][46] - Shareholder meetings are the authority of the company, responsible for deciding on business policies, electing directors and supervisors, and approving financial reports [42][44] Voting and Resolutions - Resolutions at shareholder meetings can be ordinary or special, with ordinary resolutions requiring a simple majority and special resolutions requiring a two-thirds majority [77][79] - Shareholders can exercise their voting rights based on the number of shares they hold, with each share granting one vote [80][81]

Group 1 - The article highlights the challenges faced by Chinese enterprises in expanding into international markets due to technical trade measures, with Shandong Province taking a proactive role in addressing these issues [1] - Shandong's market supervision authority has established a comprehensive service system to help over 1,500 foreign trade enterprises overcome international technical barriers and shorten market access cycles, particularly in ASEAN, Central and Eastern Europe, and Central Asia [1] - The authority has developed over 20 export guidelines covering nearly 100 technical regulations, providing in-depth analysis tailored to the industrial structures and trade characteristics of Belt and Road countries [1] Group 2 - Shandong's market supervision authority has created a real-time warning system to help export enterprises avoid compliance risks associated with new regulations, achieving over 100,000 annual visits to its consultation and warning service platforms [2] - The authority has conducted training sessions to empower enterprises in compliance management, addressing specific technical compliance challenges faced by cross-border e-commerce companies [2] - Over the past three years, the authority has trained compliance personnel for more than 900 enterprises, enhancing their ability to navigate international trade regulations [2] Group 3 - Shandong Province has engaged in international cooperation through trade dialogues in Indonesia, Cambodia, and Vietnam, resulting in over 30 cooperation intentions with local enterprises [3] - The authority has introduced a new model for promoting "Good Products from Shandong," facilitating the export of products, technology, brands, and standards to international markets [3] - Shandong's market supervision authority is focused on leveraging technical trade measures to foster a new development pattern for Belt and Road market openness, aiming to enhance cooperation and standard integration [3]

Group 1 - The U.S. Department of Commerce announced a 50% tariff on various steel-based household appliances, effective from June 23, including dishwashers, washing machines, and refrigerators [1][2] - The tariff applies to eight categories of household appliances and related products, with the tax calculated based on the value of steel components [2][3] - This is the second expansion of tariffs since the Trump administration raised steel and aluminum tariffs in March, which has led to increased costs for consumers despite creating some jobs [3] Group 2 - U.S.-EU tariff negotiations remain uncertain, with the U.S. demanding what EU officials consider "unbalanced" concessions from the EU [4][5] - If no agreement is reached by the July 9 deadline, tariffs on most EU goods could rise from 10% to 50%, which would be difficult for the EU to bear [5][6] - The EU is preparing countermeasures, including a list of products worth €210 billion and an additional €95 billion in tariffs targeting U.S. goods [6]

沪指6月23日上涨0.65%，申万所属行业中，今日上涨的有28个，涨幅居前的行业为计算机、国防军 工，涨幅分别为2.25%、1.97%。跌幅居前的行业为食品饮料、家用电器、钢铁，跌幅分别为0.80%、 0.43%、0.11%。家用电器行业位居今日跌幅榜第二。 资金面上看，两市主力资金全天净流入76.70亿元，今日有18个行业主力资金净流入，计算机行业主力 资金净流入规模居首，该行业今日上涨2.25%，全天净流入资金31.75亿元，其次是电力设备行业，日涨 幅为1.13%，净流入资金为18.25亿元。 主力资金净流出的行业有13个，通信行业主力资金净流出规模居首，全天净流出资金16.79亿元，其次 是机械设备行业，净流出资金为13.16亿元，净流出资金较多的还有食品饮料、传媒、轻工制造等行 业。 家用电器行业资金流向排名 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002050 | 三花智控 | -1.80 | 2.06 | -15759.97 | | 688169 | 石头科技 | -3.62 ...

每日观点 【博时市场点评6月23日】三大指数反弹，计算机涨幅领先 资金追踪 市场成交额为11470.95亿元，较前一交易日上涨。两融余额上周五收报18124.82亿元，较前一交易日下 跌。 数据来源：同花顺，截至2025年6月23日。基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤 勉尽责的原则管理和运用基金资产，但不保证基金一定盈利，也不保证收益。基金的过往业绩并不预示 其未来表现。 6月22日，在中国人民银行和香港金融管理局共同推动下，跨境支付通正式上线，标志着内地与香港快 速支付系统已实现互联互通，今后两地居民可实时办理跨境汇款。当日，全国首笔跨境支付通内地居民 南向、港人北向汇款业务落地深圳。 简评：跨境支付通是内地与香港合作的重要举措之一，通过连接内地与香港快速支付系统实现互联互 通，有效提升跨境支付效率，便利经贸活动和人员往来，有利于巩固和提升香港国际金融中心及离岸人 民币业务枢纽的地位，更好地满足内地与香港居民对跨境汇款和支付的需求。 市场复盘 6月23日，A股三大指数上涨。截至收盘，上证指数报3381.58点，上涨0.65%；深证成指报10048.39点， 上涨0.43%；创业板指报201 ...

今起加征。 据央视新闻此前报道，美国商务部宣布将自6月23日起对多种钢制家用电器加征关税，包括洗碗机、洗衣机和 冰箱等"钢铁衍生产品"。 据美国商务部工业与安全局（BIS）发布的通知，此次关税调整将八大类家用电器及相关产品新增为"钢铁衍生 产品"，统一适用50%的税率。征税金额将根据各类产品中所含钢铁组件的价值进行核算。 八类家用电器及相关产品，具体包括组合式冰箱、冷冻柜；小型和大型干衣机；洗衣机；洗碗机；卧式和立式 冷冻柜；烹饪炉、灶具和烤箱；食物垃圾处理器；焊接金属架等。 新规适用于美国东部时间2025年6月23日凌晨00:01或之后入境或从仓库提取的商品。不过，该政策也设定了例 外条款，如果产品使用的是在美国本土熔铸的钢铁原料，即便在海外完成加工，也可以享受免税待遇。 此次是美国总统特朗普政府自3月抬高进口钢铝关税以来的第二次扩展关税产品范围。 据了解，特朗普2月10日签署行政命令，宣布对所有进口至美国的钢铁和铝征收25%的关税。3月12日，特朗普 对所有进口至美国的钢铁和铝征收25%关税的举措正式生效。当地时间6月3日，美国白宫发表声明称，特朗普 宣布将进口钢铁和铝及其衍生制品的关税从25%提高至50 ...

新规适用于美国东部时间2025年6月23日凌晨00:01或之后入境或从仓库提取的商品。不过，该政策也设 定了例外条款，如果产品使用的是在美国本土熔铸的钢铁原料，即便在海外完成加工，也可以享受免税 待遇。 此次是美国总统特朗普政府自3月抬高进口钢铝关税以来的第二次扩展关税产品范围。 据了解，特朗普2月10日签署行政命令，宣布对所有进口至美国的钢铁和铝征收25%的关税。3月12日， 特朗普对所有进口至美国的钢铁和铝征收25%关税的举措正式生效。当地时间6月3日，美国白宫发表声 明称，特朗普宣布将进口钢铁和铝及其衍生制品的关税从25%提高至50%。 今起加征。 据央视新闻此前报道，美国商务部宣布将自6月23日起对多种钢制家用电器加征关税，包括洗碗机、洗 衣机和冰箱等"钢铁衍生产品"。 据美国商务部工业与安全局（BIS）发布的通知，此次关税调整将八大类家用电器及相关产品新增为"钢 铁衍生产品"，统一适用50%的税率。征税金额将根据各类产品中所含钢铁组件的价值进行核算。 八类家用电器及相关产品，具体包括组合式冰箱、冷冻柜；小型和大型干衣机；洗衣机；洗碗机；卧式 和立式冷冻柜；烹饪炉、灶具和烤箱；食物垃圾处理器；焊接金属 ...

今起加征。 据央视新闻此前报道，美国商务部宣布将自6月23日起对多种钢制家用电器加征关税，包括洗碗机、洗衣机和 冰箱等"钢铁衍生产品"。 据美国商务部工业与安全局（BIS）发布的通知，此次关税调整将八大类家用电器及相关产品新增为"钢铁衍生 产品"，统一适用50%的税率。征税金额将根据各类产品中所含钢铁组件的价值进行核算。 八类家用电器及相关产品，具体包括组合式冰箱、冷冻柜；小型和大型干衣机；洗衣机；洗碗机；卧式和立式 冷冻柜；烹饪炉、灶具和烤箱；食物垃圾处理器；焊接金属架等。 新规适用于美国东部时间2025年6月23日凌晨00:01或之后入境或从仓库提取的商品。不过，该政策也设定了 例外条款，如果产品使用的是在美国本土熔铸的钢铁原料，即便在海外完成加工，也可以享受免税待遇。 此次是美国总统特朗普政府自3月抬高进口钢铝关税以来的第二次扩展关税产品范围。 据了解，特朗普2月10日签署行政命令，宣布对所有进口至美国的钢铁和铝征收25%的关税。3月12日，特朗 普对所有进口至美国的钢铁和铝征收25%关税的举措正式生效。当地时间6月3日，美国白宫发表声明称，特 朗普宣布将进口钢铁和铝及其衍生制品的关税从25%提高至50 ...

Core Viewpoint - The uncertainty surrounding U.S. tariff policies continues to impact various industries, particularly in the appliance sector, as new tariffs are set to be implemented on steel-derived products, including major household appliances [1][2][10]. Tariff Policy Changes - The U.S. Department of Commerce announced a 50% tariff on multiple steel-derived household appliances effective June 23, including dishwashers, washing machines, and refrigerators [2][5]. - Eight categories of household appliances have been added to the list of "steel-derived products," which will be uniformly subject to the 50% tariff rate [6][7]. - The tariff amount will be calculated based on the value of steel components in each product [6]. Impact on Consumers and Employment - The new tariff policy is expected to further burden U.S. consumers, as a study by the University of Chicago and the Federal Reserve indicates that while some jobs have been created, the cost per job is significantly high at $817,000 [10][11]. - The tariffs on washing machines have also indirectly affected the prices of dryers, as they are often sold as complementary products [11]. U.S.-EU Trade Negotiations - Ongoing trade negotiations between the U.S. and the EU are fraught with challenges, with the U.S. demanding what EU officials consider "unbalanced" concessions [3][4][13]. - If no agreement is reached by the July 9 deadline, the U.S. may impose a 50% tariff on most EU goods, which could have severe economic repercussions for the EU [16][18]. - The EU is preparing countermeasures, including a list of U.S. products worth €210 billion targeted for tariffs, and an additional €95 billion list in response to U.S. tariffs on steel and aluminum [17][18]. Key Industries Under Discussion - The U.S. and EU are engaged in discussions regarding critical industries such as steel and aluminum, automotive, pharmaceuticals, semiconductors, and civil aviation, focusing on tariffs and non-tariff barriers [20].