"京哈高速公路绥中（冀辽界）至盘锦段改扩建项目已具备通车条件，请指示！""我宣布，京哈改 扩建北京方向5车道，正式通车！"7月30日10时20分,京哈高速锦州东收费站出口处的京哈高速改扩建工 程交通组织联合指挥中心里，现场总指挥一声令下，锦州东收费站口的信号灯由红转绿。等候多时的车 主纷纷短促鸣笛，满脸欢喜地启动汽车——改扩建后的京哈高速，迎来首批用路人。 据省交投集团相关负责人介绍，京哈改扩建工程交通及施工组织方案整体分为4个阶段，2024年10 月由第3阶段转入第4阶段，开始北京方向剩余工程建设，利用沈阳方向车道，进行沈阳、北京方向的双 向保通。经过艰苦奋战，目前沈阳方向也已具备交工条件，意味着京哈改扩建项目主体工程全部顺利完 成。7月30日，随着北京方向全线开通，原利用沈阳方向道路调流行驶的北京方向车辆，可以回到原本 车道，这对缓解全路段通行压力、提升社会效益、积极回应公众对便捷出行的期待具有重要意义。 "下一步，我们将利用不到2个月时间，开展沈阳方向临时标线清除、临时护栏拆除、永久标线施划 等尾留工程施工，将于9月底前实现项目整体10车道通车。"改扩建联合指挥中心相关负责人表示。 新闻链接 京哈改扩建 ...

Group 1 - The core viewpoint is that the state-owned economy in Sichuan has stabilized and rebounded in the first half of the year, with total assets reaching 2.97 trillion yuan and operating revenue of 306.2 billion yuan, reflecting year-on-year growth of 9.8% and 0.7% respectively [1] - Significant progress has been made in major project construction, including the completion of the Cangba Expressway and the commissioning of new power generation units by Sichuan Energy Development Group [1] - The deepening reform of state-owned enterprises is advancing steadily, with strategic restructuring in the energy sector showing notable results and the orderly promotion of professional integration in key areas [1] Group 2 - The industrial layout is increasingly focused on "new" sectors, with investments in six major advantageous industries and strategic emerging industries growing by 55.2% and 73% respectively [2] - Sichuan is actively shaping new industrial momentum by establishing various investment funds, with a total scale exceeding 50 billion yuan [2] - The state-owned enterprises have contributed to poverty alleviation efforts, with new investments in underdeveloped counties amounting to 13.074 billion yuan in the first half of the year, totaling over 33.5 billion yuan cumulatively [2]

Summary of Key Points from REITs Conference Call Industry Overview - The REITs market has experienced a valuation correction, providing entry opportunities for investors as valuations have returned to a reasonable range, with the standard deviation indicating a departure from previously high levels [1][2] Core Insights and Arguments - **Industrial Park Sector**: The industrial park segment continues to show weakness, particularly in second-tier cities where the marginal decline has exceeded expectations due to poor supply-demand dynamics. The supply side remains large, while demand is contracting as companies focus on cost reduction [1][4] - **Logistics and Warehousing**: The logistics and warehousing sector outperformed expectations in Q2, rebounding after a decline influenced by tariffs. The South China region faces significant supply pressure, while the North and East China regions continue to experience rental pressure. The Chengdu-Chongqing area shows signs of marginal recovery [1][11] - **Affordable Rental Housing**: The affordable rental housing sector demonstrated stability in Q2, with a 3.5% increase in revenue and high occupancy rates around 96%. This sector is noted for its strong anti-cyclical properties [1][14] - **Consumer REITs**: The consumer REITs sector faced seasonal impacts, with a general revenue decline of 5.5% in Q2. REITs with a high proportion of joint ventures experienced more significant fluctuations [1][15] Additional Important Insights - **Highway REITs**: There is operational differentiation within highway REITs, with overall toll revenue declining but EBITDA increasing due to effective cost control. Passenger vehicle revenue decreased while freight vehicle revenue increased, indicating a recovery in freight demand [3][18][20] - **Energy and Environmental REITs**: Wastewater treatment projects outperformed waste-to-energy projects. The market for renewable energy projects is influenced by regional policies and market pricing reforms [3][19][25] - **Market Dynamics**: The REITs market has seen a general adjustment, with an index decline of approximately 3% and individual securities experiencing declines of 5% to 8%. This adjustment is primarily driven by profit-taking behavior [2][27] - **Future Considerations**: Investors are advised to focus on projects with proven operational capabilities and stable income sources, particularly in the context of ongoing market volatility and economic uncertainty [6][9][31] Conclusion - The REITs market is currently characterized by a mix of challenges and opportunities across various sectors, with a notable emphasis on the importance of operational efficiency and market adaptability in navigating the evolving landscape.

7月28日，四川省属监管企业经济运行分析暨半年工作会议在成都举行。今年上半年，省属监管企业全 力以赴拼经济搞建设、抓改革促创新、强监管防风险，国有经济运行企稳回升。1—6月，省属监管企业 资产总额2.97万亿元、营业总收入3062亿元、上缴税费137亿元，分别同比增长9.8%、0.7%、3.3%，完 成投资1225亿元。 "上半年，省属监管企业市场开拓成效明显，有效发挥了投资拉动作用，管理效率不断优化，资本运营 效能明显提升。"省国资委相关负责人表示。 一批重大项目建设刷新进度。上半年，蜀道集团苍巴高速全线建成通车，成南高速扩容全线9座隧道全 部贯通；四川能源发展集团银江水电站3号机组、泸州气电1号机组投产发电；四川机场集团成都双流国 际机场T1航站楼完成提质改造并投用等，为全省经济社会发展持续注入动能。 国企改革深化提升行动扎实推进。作为新一轮深化国资国企改革的标志性、引领性工程，上半年，省属 国有企业"1+8"重点领域改革各项工作平稳有序推进，能源领域战略性重组取得明显成效，重点领域专 业化整合有序推进。此外，在加快盘活利用闲置低效资产、创新推进国有资产监管体制改革等方面，四 川也取得了阶段性成果。 作为 ...

Summary of Key Points Core Viewpoint - The report highlights the top short-selling stocks in the market, indicating significant short-selling activity and potential investor sentiment towards these companies. Group 1: Top Short-Selling Ratios - JD Health (86618) has the highest short-selling ratio at 100.00% [1][2] - Hang Seng Bank (80011) follows with a short-selling ratio of 88.44% [1][2] - SenseTime (80020) has a short-selling ratio of 76.25% [1][2] Group 2: Top Short-Selling Amounts - Xiaomi Group (01810) leads in short-selling amount with 2.209 billion [1][2] - Tencent Holdings (00700) has a short-selling amount of 0.955 billion [1][2] - WuXi AppTec (02359) reports a short-selling amount of 0.698 billion [1][2] Group 3: Top Short-Selling Deviations - Hang Seng Bank (80011) has the highest deviation value at 48.82% [1][2] - JD Health (86618) follows with a deviation value of 45.78% [1][2] - Uni-President China (00220) has a deviation value of 33.70% [1][2]

7月28日，省属监管企业经济运行分析暨半年工作会议在成都举行。今年上半年，省属监管企业全力以 赴拼经济搞建设、抓改革促创新、强监管防风险，国有经济运行企稳回升。1—6月，省属监管企业资产 总额2.97万亿元、营业总收入3062亿元、上缴税费137亿元，分别同比增长9.8%、0.7%、3.3%，完成投 资1225亿元。 "上半年，省属监管企业市场开拓成效明显，有效发挥了投资拉动作用，管理效率不断优化，资本运营 效能明显提升。"省国资委相关负责人表示。 一批重大项目建设刷新进度。上半年，蜀道集团苍巴高速全线建成通车，成南高速扩容全线9座隧道全 部贯通；四川能源发展集团银江水电站3号机组、泸州气电1号机组投产发电；四川机场集团成都双流国 际机场T1航站楼完成提质改造并投用等，为全省经济社会发展持续注入动能。 国企改革深化提升行动扎实推进。作为新一轮深化国资国企改革的标志性、引领性工程，上半年，省属 国有企业"1+8"重点领域改革各项工作平稳有序推进，能源领域战略性重组取得明显成效，重点领域专 业化整合有序推进。此外，在加快盘活利用闲置低效资产、创新推进国有资产监管体制改革等方面，四 川也取得了阶段性成果。 产业布局 ...

证券代码：600350 证券简称：山东高速 公告编号：2025-057 山东高速股份有限公司 2024年年度权益分派实施公告 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： ● 每股分配比例 A股每股现金红利0.42元（含税） 本次利润分配方案经公司2025年6月6日的2024年年度股东大会审议通过。 2.分派对象： （2）派送红股或转增股本的，由中国结算上海分公司根据股权登记日上海证券交易所收市后登记在册 股东持股数，按比例直接计入股东账户。 2.自行发放对象 ● 相关日期 ■ ● 差异化分红送转： 否 一、通过分配方案的股东大会届次和日期 二、分配方案 1.发放年度：2024年年度 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本4,834,570,825股为基数，每股派发现金红利0.42元（含税）， 共计派发现金红利2,030,519,746.50元。 三、相 ...

证券简称:楚天高速 证券代码:600035 公告编号:2025-031 公司债简称：25楚天K1 公司债代码：242698 湖北楚天智能交通股份有限公司 第八届董事会第二十七次会议决议公告 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。 湖北楚天智能交通股份有限公司（以下简称"公司"）第八届董事会第二十七次会议（临时会议）于2025 年7月29日（星期二）上午以通讯表决方式召开。本次会议的通知及会议资料于2025年7月22日以书面或 电子邮件的方式送达全体董事。会议的召集召开符合《公司法》和公司章程的有关规定。会议审议并通 过以下决议： 审议通过了《关于向控股子公司湖北大广北高速公路有限责任公司提供财务资助暨关联交易的议案》。 （同意7票，反对0票，弃权0票，关联董事周安军先生、宋晓峰先生回避表决） 经审议，同意公司与关联方湖北交投建设集团有限公司按持股比例共同向湖北大广北高速公路有限责任 公司（以下简称"大广北公司"）提供不超过人民币42,000万元的借款，其中公司提供不超过人民币 31,500万元的借款。借款期限1年，借款 ...

Group 1 - The core viewpoint of the news is that Guangdong Provincial Highway Development Co., Ltd. (粤高速A) has shown a decline in total revenue while experiencing significant growth in net profit for the first quarter of 2025 [1] - As of July 29, 2025, the stock price of Guangdong Provincial Highway Development Co., Ltd. closed at 12.42 yuan, down 1.51% with a trading volume of 10.88 million hands and a transaction amount of 1.35 billion yuan [1] - The company's total operating revenue for Q1 2025 was 1.05 billion yuan, a year-on-year decrease of 6.63%, while the net profit attributable to shareholders was 657 million yuan, a year-on-year increase of 56.28% [1] Group 2 - The company has a current ratio and quick ratio of 5.840, indicating strong liquidity, and an asset-liability ratio of 40.32%, suggesting a moderate level of debt [1] - Guangdong Provincial Highway Development Co., Ltd. has made investments in 17 enterprises and participated in 371 bidding projects, showcasing its active engagement in the industry [2] - The company holds one trademark and one patent, along with 12 administrative licenses, reflecting its intellectual property and regulatory compliance [2]

7月29日，中原高速连续5个交易日下跌，区间累计跌幅-6.76%。河南中原高速公路股份有限公司是经河南省人民政府批准,于2000年12月28日成立。 财报显示，南方基金旗下南方中证1000ETF为中原高速前十大股东，今年二季度减持。今年以来收益率14.82%，同类排名949(总3381)。 | 今年以来各阶段业绩及同类排名 | | --- | | 南方中证1000ETF | 简历显示，崔蕾女士:中国国籍,康奈尔大学金融工程硕士,金融风险管理师(FRM),特许金融分析师(CFA),具有基金从业资格。2015年2月加入南方基金,历任数 量化投资部助理研究员、研究员,指数投资部研究员;2019年7月12日至2021年4月23日,任南方小康ETF、南方小康ETF联接基金经理;2019年6月28日至2022年2 月18日,任大数据300基金经理;2020年3月26日至2023年3月27日,任南方粤港澳大湾区联接基金经理;2022年12月1日至2023年12月29日任南方上证科创板50成 份增强策略ETF基金的基金经理。2018年11月8日至2023年12月29日担任南方中证500量化增强股票型发起式证券投资基金基金经理 ...