汇嘉时代（603101）公告，预计2025年半年度实现归属于母公司所有者的净利润6400万元到7200万元， 同比增加55.25%到74.65%。预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润 6100万元到6900万元，同比增加69.99%到92.29%。 ...

证券代码：600713 证券简称：南京医药 编号：ls2025-097 债券代码：110098 债券简称：南药转债 南京医药股份有限公司 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。 为保证南京医药股份有限公司 2024 年度第二期中期票据（债券简称：24 南 京医药 MTN002，债券代码：102483420.IB）付息工作的顺利进行，现将有关事 宜公告如下： 一、本期债券基本情况 | 发行人名称 | 南京医药股份有限公司 | | | --- | --- | --- | | 债项名称 | 南京医药股份有限公司 2024 年度第二期中期票据 | | | 债项简称 | 24 南京医药 | MTN002 | | 债项代码 | 102483420.IB | | | 发行总额（亿） | 10.00 | | | 起息日 | 2024-08-09 | | | 发行期限（年） | 5 | | | 债券余额（亿） | 10.00 | | | 最新评级情况 | AA+ | | | 偿还类别 | 利息支付 | | | 本计息期债项利率 | 2. ...

A股商业百货、退税商店概念短线拉升，丽人丽妆涨停，大连友谊涨超7%，轻纺城、小商品城等个股 跟涨。发改委表示，2021年至2024年内需对经济增长的平均贡献率为86.4%。 ...

在优质零售物业市场，餐饮品类需求位居第一，占比45%，成为上半年市场需求主力。其中以云贵川菜 系为主的中餐品牌持续活跃。 零售业态需求占比提升至41%，其中服饰品类需求占比23%，潮流服饰及户外运动品牌布局活跃。此 外，玩具礼品与珠宝饰品品类延续热度。 世邦魏理仕中国区顾问及交易服务部、商业负责人希诺表示："未来六个月，上海零售物业市场预计迎 来约57.7万平方米的新增供应。新项目的入市将会提升区域商业品质，推动整体发展。同时，上海在徐 汇滨江板块开启'上海之夏'国际消费季，推出多个标杆活动。上海政府还将积极推动商旅文体的跨界联 动，促进'票根经济'的发展，以进一步释放夏季消费潜力。这些举措不仅丰富了城市的消费体验，也为 零售市场注入了新的活力。" 2025年上半年，上海办公楼市场共有4个新项目入市，累计供应量达30.2万平方米，环比下降3.9%。其 中第二季度共录得2个新项目交付，分别是四川北路的滨港中心，以及位于浦东其他板块的新岸商业中 心，共计体量16.3万平方米。 从行业需求来看，上半年金融业以22%的占比继续领跑市场，主要受到基金和非银金融机构的推动；消 费品制造业位居第二，占比17%，主要来自快消 ...

Core Viewpoint - The recent resignation of CEO Xiao Guangrui from Zhuhai Wanda Commercial Management highlights a significant shift in the company's management structure and strategy, indicating a move towards greater independence from Dalian Wanda Group under the control of TPG Capital [3][10]. Group 1: Management Changes - Xiao Guangrui, who joined Wanda in 2001, has stepped down from all management roles, marking a further departure of core executives from the Wanda system [3][10]. - His career reflects the frequent turnover of executives within Wanda, having taken on various leadership roles since the establishment of Zhuhai Wanda Commercial Management in 2021 [8]. - The resignation of Xiao is seen as part of a broader trend where more Wanda executives may exit, signaling a shift towards a professional management culture in the commercial real estate sector [12]. Group 2: Strategic Implications - The leadership change is indicative of a strategic pivot for Zhuhai Wanda Commercial Management, which is moving away from its historical ties to Dalian Wanda, a process that began with the introduction of TPG Capital in 2023 [10]. - As of 2024, Zhuhai Wanda manages an area of 70 million square meters, making it the largest globally, yet it has legally severed ties with Dalian Wanda [12]. - This transformation reflects a broader trend in China's commercial real estate industry, transitioning from a "boss culture" to a "professional manager culture," with Zhuhai Wanda's evolution serving as a key case study for future competitive dynamics in the sector [12].

7月8日，"万千气象看四川·县域经济高质量发展"系列主题新闻发布会西昌专场举行。西昌市市长 杨川在发布会上介绍，西昌正锚定"建设全市人民共同富裕的社会主义现代化西昌"目标，聚焦"四川攀 西中心城、凉山极核引领区、中国康养旅居地"三大定位，为奋力谱写中国式现代化四川新篇章作出西 昌贡献。 "西昌发展商业航天产业，占天时、得地利、拥人和。"杨川介绍，西昌具备近、多、长三大核心优 势。"近"指离西昌卫星发射中心近，为商业航天提供了独有优势。"多"体现在资源富集。"长"则突出产 业链长，西昌聚集了500亿级钒钛稀土产业集群，有利于发展宇航级钒钛金属新材料。 在推动延链补链过程中，西昌围绕产业发展需求，完善产业链招商图谱。近年来，成功招引北京华 腾西昌华腾新材料宇航级钛合金及衍生产品、宁波创润高纯钛等重大项目，让产业发展链条更完整、更 具竞争力。 未来西昌将深入实施"工业经济倍增行动"，梯次打造千亿级工业产业集群，全力推动钒钛产业高质 量发展。（记者 李天锐 何勤华） 当前，西昌市卫星科技有限公司卫星基地工厂已建设完成70%，预计年底前实现首颗卫星下线；陆 海空间"西昌卫星遥感云服务平台"等项目已投入试运营；星河动力" ...

聚焦"国际化、全天候"，玄武区"壮观天下"国际街区启幕 用好主城"存量地" 打造发展"增长极" □ 南京日报/紫金山新闻记者 邓露洁 通讯员 玄萱 竖着"耳朵"的棕色门头，以"骨头"为造型的立牌，齐膝高的栅栏内遍布草地与丰容设施……前晚，市民 夏语瑶牵着小狗在大壮观路下沉式广场散步，路过"宠物花园"时难掩欣喜，"马上要办宠物生活节了， 业态太丰富了！" 上月底，随着大壮观路开通，玄武区"壮观天下"国际街区正式启幕。这一项目，是玄武区今年建设"东 部现代服务业中心核心区"的重要抓手，将瞄准"国际化街区+全天候消费"核心目标，打造集国际化消 费、文化体验、旅游休闲、商务交流等于一体的新型城市地标，为中心城区内涵式发展注入新"增量"。 10年建设再次崭新出发 每天吃过晚饭是夏语瑶固定的遛狗时间。过去，她通常带着小狗在小区内散步，如今总爱往新开业的商 场、街区走。 8年前，夏语瑶从安庆来到南京工作，与丈夫在红山买房安家。"刚搬来的时候，周边都是工地。"几年 下来，眼见幢幢楼宇拔地而起，教育、医疗等配套也更加完善，夏语瑶颇有感慨，"现在走路10分钟就 有商场，'毛孩子'也有地方撒欢，越住越舒心了。" "经过10年奋斗， ...

Core Viewpoint - The expansion of the fifth listing standard on the Sci-Tech Innovation Board opens a new capital channel for the commercial aerospace industry, effectively addressing the long-standing financing challenges faced by companies in this sector [1][3]. Group 1: Policy Impact - The new policy directly addresses the core pain points of commercial aerospace companies, allowing them to seek listing opportunities without being constrained by profitability metrics [3]. - Previously, most commercial aerospace companies had to rely on the second listing standard, which required an annual revenue of 200 million yuan and a market value of at least 1.5 billion yuan, a threshold that was nearly unattainable for rocket companies [3]. - The implementation of the new standards has sparked renewed enthusiasm in the primary market, with existing shareholders expressing intentions to increase investments and new institutions actively seeking collaboration opportunities [3]. Group 2: Industry Development - The commercial aerospace industry in China is transitioning from technology validation to commercial operation, with significant projects like "Thousand Ships Constellation" and "National Grid Constellation" set to launch their first batch of network satellites in 2024 [3]. - These projects aim to create a massive constellation of over 10,000 satellites, which will drive rapid growth in the demand for frequent rocket launches and bulk satellite production [3]. - Breakthroughs in rocket technology are notable, with several reusable commercial rockets expected to complete their maiden flights this year, indicating a shift from the investment accumulation phase to the investment harvest phase [4]. Group 3: Financing Environment - The continuous improvement of the financing environment provides strong support for industry development, as evidenced by significant funding rounds such as Micro Nano Starry Sky's completion of 1 billion yuan in Series C financing and Deep Blue Aerospace's acquisition of nearly 500 million yuan in new investment [4]. - These large financing cases reflect the capital market's firm confidence in the prospects of the commercial aerospace industry, with expectations that more quality companies will gain direct support from the capital market as listing channels become more accessible [4].

2025年初，四川省印发《商业航天高质量发展行动计划(2025—2030年)》，明确以成都都市圈和凉山州 为"双核引领"，将西昌定位为"西部商业航天港"和"商业航天聚集区"。在这一战略推动下，西昌航天高 端智造产业园全面启动，规划面积达5200亩，现已完成整体规划，多个重点项目加快推进。 杨川介绍，目前深圳魔方卫星落地建设卫星工厂完成建设进度70%，预计年底前实现首颗卫星下线；陆 海空间"西昌卫星遥感云服务平台"等项目已投入试运营；星河动力"星箭一体交付中心"、地卫二和中科 宇航火箭卫星项目加速推进，产业集聚效应初显。 杨川表示，西昌一方面将精准引进科研与生产并重的领军企业，发展卫星、火箭及组件制造、卫星应用 服务等核心产业；同步推进清华大学暗物质实验室、天府邛海实验室等高能级创新平台建设，实现火箭 卫星原位制造，打造火箭制造到发射"一小时交通配套圈"。另一方面，将挖掘航天科普、航天文创等资 源，培育太空生物制药、太空育种等航天新业态。 杨川说，到2026年，西昌商业航天港将初具规模，航天制造、总装测试能力初步形成，初具发射能力； 到2030年，形成千颗星的年发射能力和千亿元的商业航天产业集群。"同时，我们还 ...

Core Viewpoint - The company is transitioning from a "digital earth technology pioneer" to a "space and air information ecosystem builder," with a strategic plan called "one body, two wings" aimed at achieving comprehensive coverage of air and space information [1][2]. Group 1: Strategic Development - The "one body" refers to consolidating core advantages in the geographic information industry, while the "two wings" represent the commercial aerospace and low-altitude economy sectors [2][3]. - The company aims to enhance its capabilities in geographic information, commercial aerospace, and low-altitude economy, leveraging artificial intelligence for intelligent decision-making [2][4]. Group 2: Growth Metrics - The company has grown from 400 employees at the time of its IPO in 2020 to over 3,000 employees, and it has expanded its holdings to approximately 70 companies, ranking fourth in the geographic information industry [2][3]. - Current metrics include an annual revenue of 3 billion yuan, a market capitalization of 30 billion yuan, and a workforce of around 3,000, with a goal to reach 10 billion yuan in revenue, 100 billion yuan in market cap, and 10,000 employees in the next five years [3]. Group 3: Commercial Aerospace Initiatives - The company has made significant progress in the commercial aerospace sector, focusing on satellite constellation construction, satellite and rocket manufacturing, and space information application services [3][4]. - A key strategy involves creating a large-scale computing satellite constellation and developing a "cloud solution" for integrated air and space services [4]. Group 4: Low-altitude Economy Development - The company launched the "Star Map Low-altitude Cloud 1.0" version as part of its efforts in the low-altitude economy, introducing a comprehensive low-altitude infrastructure solution [5]. - The low-altitude economy is expected to transition from experimental zones to operational networks by 2025, driven by market forces and ongoing air traffic management reforms [5].