截至7月28日收盘，PCB概念上涨4.33%，位居概念板块涨幅第1，板块内，123股上涨，方邦股份、铜冠 铜箔、芯碁微装等20%涨停，兴森科技、鹏鼎控股、骏亚科技等涨停，胜宏科技、鼎泰高科、科翔股份 等涨幅居前，分别上涨17.51%、12.61%、12.23%。跌幅居前的有立方控股、ST长园、福斯特等，分别 下跌2.18%、1.82%、1.40%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PCB概念 | 4.33 | 海南自贸区 | -1.76 | | 兵装重组概念 | 4.08 | 金属锌 | -1.74 | | PET铜箔 | 4.03 | 煤炭概念 | -1.71 | | PEEK材料 | 3.03 | 金属铅 | -1.70 | | 太赫兹 | 2.62 | 自由贸易港 | -1.52 | | 华为手机 | 2.40 | 低辐射玻璃(Low-E) | -1.29 | | 共封装光学(CPO) | 2.39 | 特钢概念 | -1.26 | | 6G概念 | 2.25 | 赛马概念 | -1.2 ...

7月28日，工业富联连续三个交易日上涨，股价攀升至29.57元，总市值超5800亿元，创下历史新高。 工业富联表示，自2018年上市以来，公司一直坚持与广大投资人共享经营成果，持续通过回购、大手笔 分红等多种方式，不断加强对投资者的回报。此外，为进一步加强市值管理,提升资本市场对公司的认 可度，公司应监管要求，制定了工业富联市值管理制度，相关制度已通过董事会审议。后续，公司将遵 循监管及制度要求，继续以创新驱动高质量发展，为投资者创造更大价值，实现企业与股东的共赢。 此外，强劲分红底气来自持续向好的基本面。根据半年报预告，预计上半年实现归母净利润119.58亿元 到121.58亿元，同比增长36.84%到39.12%；预计第二季度实现归母净利润67.27亿元到69.27亿元，同比 增长47.72%到 52.11%，均创下同期历史新高。其中，云计算业务实现高速增长，AI服务器营业收入较 去年同期增长超过60%，云服务商服务器的营业收入较去年同期增长超过1.5倍。 消息面上，工业富联将向全体股东每10股派发现金红利6.4元，合计派发127.04亿元，再创公司上市以来 新高，除权（息）日及现金红利发放日均为2025 ...

7月28日，沪深两市全天成交额合计17423.07亿元，较上一日缩量450.3亿元。其中，沪市成交额为 7612.65亿元（上一交易日为8216.1亿元），成交量为5.94亿手（上一交易日为6.97亿手）；深市成交额 为9810.42亿元（上一交易日为9657.27亿元），成交量为6.84亿手（上一交易日为7.24亿手）。北方稀土 成交额居首，为131.48亿元。其次是胜宏科技、新易盛、恒瑞医药、东方财富，成交额分别为124.83亿 元、113.7亿元、99.44亿元、95.42亿元。 沪深两市今日成交额合计17423.07亿元，北方稀土成交额居首 ...

Core Insights - Suzhou has entered the "trillion club" with seven private enterprises achieving over 100 billion yuan in revenue, showcasing the vitality of its private economy [1][2] - The "2025 Suzhou Top 100 Private Enterprises" list reflects the robust growth of private enterprises in Suzhou, with total revenue reaching 37,457.36 billion yuan, a 6.82% increase from the previous year [2][3] - The private sector in Suzhou contributes significantly to the local economy, accounting for over 60% of tax revenue and 80% of urban employment [3][4] Group 1: Company Performance - Seven companies in Suzhou reported revenues exceeding 100 billion yuan, with Hengli Group leading at 871.52 billion yuan [2] - The revenue threshold for the list was set at 3.32 billion yuan, with an average revenue of 374.57 million yuan per company [2] - The total tax contribution from these enterprises was 90.71 billion yuan, averaging 9.07 million yuan per company [2] Group 2: Industry Distribution - The top companies span various sectors, including petroleum processing, electronics manufacturing, and internet services, indicating a diverse economic landscape [3] - Manufacturing firms dominate the list with 65 companies, highlighting Suzhou's strength in this sector [3] - The rise of internet and emerging industries reflects the successful economic transformation in Suzhou [3] Group 3: Economic Environment - Suzhou has improved its business environment, recognized as a top investment destination in China, and has received accolades from the World Bank and Forbes [4] - The city has focused on modern enterprise systems and enhancing core competitiveness, contributing to high-quality economic development [4] - Continuous policy support and a favorable business climate have attracted both domestic and international investments [4][8] Group 4: National Trends - Nationwide, the number of private enterprises with revenues exceeding 100 billion yuan has increased to 97, up from 56 in 2019, indicating a significant expansion [6][7] - The private sector's innovation capabilities have improved, with many companies leading in technology and industry upgrades [7] - Recent policies have aimed to bolster private enterprises, with notable growth in infrastructure and manufacturing investments [8]

Group 1 - The stock of Pengding Holdings (002938) in the A-share market increased by 10.01%, currently priced at 49.25 yuan [1]

Core Insights - In the first half of the year, the Zhengzhou Comprehensive Bonded Zone achieved an import and export value of 186.845 billion yuan, a year-on-year increase of 47.1%, accounting for 45.29% of the province's total import and export value, ranking third among national comprehensive bonded zones [1] - The "Zone-Port Integration" model has significantly improved efficiency, allowing for a 60% increase in customs clearance efficiency and a 50% reduction in logistics costs [3] - The implementation of AI-driven customs declaration systems has enhanced operational efficiency, processing 745,000 customs declarations since its trial run in April [5] - Innovations in customs release documents have addressed the challenges of multiple vehicles and multiple documents, improving customs clearance efficiency by 30% and reducing storage and logistics costs by 20% [7] Group 1 - The Zhengzhou Comprehensive Bonded Zone's import and export value reached 186.845 billion yuan, with a 47.1% year-on-year growth [1] - The zone accounted for 45.29% of the province's total import and export value, ranking third nationally among comprehensive bonded zones [1] - The "Zone-Port Integration" model has streamlined customs processes, enhancing efficiency and reducing costs [3] Group 2 - The AI customs declaration system has been implemented, improving the efficiency of customs operations and processing a significant number of declarations [5] - The new customs release document model has improved logistics efficiency and reduced costs for businesses [7] - Continuous reforms and innovations in customs management are aimed at enhancing the competitiveness of cross-border trade services [7]

Group 1 - Over 70% of countries and regions are facing threats from US tariffs, which are causing global supply chain disruptions and decoupling [1] - The US is struggling with a deindustrialization issue that began 45 years ago, raising questions about whether tariffs can effectively bring manufacturing jobs back [5][6] - The US faces significant challenges in labor quality and infrastructure, which hinder the return of manufacturing [6][7] Group 2 - High tariffs may not lead to a manufacturing return to the US, as companies like Apple rely on Asian factories for cost-effective production [7] - China has transitioned from being the "world's factory" to an "innovation laboratory," becoming a stabilizing force in global supply chains [8][10] - Major global companies recognize China's advanced manufacturing capabilities and extensive supplier networks, with a significant portion of their suppliers based in China [10]

Group 1 - The State Council, led by Premier Li Qiang, discussed the current flood and drought situation and plans to gradually implement free preschool education as a significant public welfare initiative [4] - The Ministry of Finance reported that the national general public budget revenue for the first half of the year exceeded 11.5 trillion yuan, with a year-on-year decline of 0.3%. Tax revenue decreased by 1.2%, while non-tax revenue increased by 3.7% [4] - The China Securities Regulatory Commission (CSRC) emphasized the need for precise risk control in key areas of the capital market and to crack down on illegal activities in private equity and securities [4] Group 2 - The CSRC is seeking public opinions on revising the "Corporate Governance Standards for Listed Companies," focusing on improving management systems and mechanisms for listed companies [4] - The Dalian Commodity Exchange received approval for the registration of futures contracts for linear low-density polyethylene, polyvinyl chloride, and polypropylene, with the CSRC ensuring a smooth launch [4] - The insurance industry association announced that the current preset interest rate for ordinary life insurance products is 1.99%, with adjustments made to the maximum preset interest rates for various insurance products [4] Group 3 - The Hong Kong Stock Exchange announced the launch of a new communication platform to enhance interaction between listed issuers and the exchange, with a trial version set to be released in the second half of 2025 [4] - The Dalian Commodity Exchange announced trading limits for non-futures company members on certain futures contracts starting from July 29, 2025 [5] - The Guangzhou Futures Exchange set a trading limit for non-futures company members on lithium carbonate futures contracts starting from July 28, 2025 [5]

Core Viewpoint - Goer Group plans to acquire 100% equity of two subsidiaries of Lianfeng Commercial Group for approximately HKD 104 billion (about RMB 95 billion), aiming to enhance its competitive edge in the precision structural components sector [2][3]. Group 1: Acquisition Details - The acquisition targets are Hong Kong Miya Precision Technology Co., Ltd. and Changhong Industrial Co., Ltd., both of which have significant revenue and asset scales in the precision metal structure parts field [3]. - The two companies are expected to generate a combined revenue of approximately HKD 91.1 billion in 2024 (unaudited) [3]. - The acquisition is seen as a strategic move to improve vertical integration, enhance competitiveness, and deepen collaboration with leading industry clients [3][4]. Group 2: Financial Performance - In 2023, Goer Group reported a revenue of RMB 100.95 billion, a year-on-year increase of 2.41%, and a net profit of RMB 2.665 billion, up 144.93% [4]. - The company's three core business segments—precision components, intelligent acoustic systems, and smart hardware—contributed revenues of RMB 15.051 billion, RMB 26.296 billion, and RMB 57.199 billion, respectively, with gross margins of 21.51%, 9.47%, and 9.17% [4]. - The lower gross margins in the smart hardware and intelligent acoustic systems segments are attributed to reliance on external suppliers for structural components [4]. Group 3: Leadership and Wealth Changes - Jiang Bin, the leader of Goer Group, previously ranked as the richest person in Shandong, has seen his wealth decrease by over RMB 30 billion, with his family's net worth now at RMB 27.45 billion [5]. - Jiang Bin co-founded the company in 2001, and it has grown significantly, especially after entering Apple's supply chain, leading to a nearly 30-fold revenue increase from 2010 to 2021 [5]. - In April 2023, Jiang proposed a share buyback of between RMB 500 million and RMB 1 billion, aimed at employee stock ownership or equity incentives, reflecting confidence in the company's future [6][7].

Group 1 - The State Council, led by Li Qiang, is implementing measures to gradually promote free preschool education [1] - The China Securities Regulatory Commission (CSRC) is tightening restrictions on potential significant adverse impacts from peer competition on listed companies, enhancing the review responsibilities and decision-making requirements for related transactions [2] - According to Qunzhi Consulting, TV panel prices experienced a decline in July due to supply and demand dynamics, with expectations of a gradual stabilization starting in August [3] Group 2 - The Dalian Commodity Exchange has adjusted the trading limits for lithium carbonate futures (LC2509), capping the daily opening position at 3,000 contracts, while the Zhengzhou Commodity Exchange has set a limit of 500 contracts for coking coal futures (JM2509) [4] - Bond funds may face significant redemption pressure, with over 200 billion yuan in various bonds sold in the first four days of the week, including nearly 100 billion yuan sold in a single day on July 24 [5] - China Fortune Securities plans to issue H-shares and list on the Hong Kong Stock Exchange [6] - China Duty Free Group reported a net profit of 2.6 billion yuan for the first half of the year, a year-on-year decrease of 20.81% [6] - Dongshan Precision plans to invest up to 1 billion USD in a high-end printed circuit board project through its subsidiary [6] - Huaitong Group, which has seen a surge in stock prices, clarified that it did not participate in the construction of the hydropower station project downstream of the Yarlung Tsangpo River [6] - Guangsheng Pharmaceutical's innovative hepatitis B treatment drug, Nairu Kewei GST-HG141, has successfully enrolled its first subject in a Phase III clinical trial [6]