中国经济网北京7月12日讯中旗新材（001212）(001212.SZ)2025年一季度报告显示，今年首季，公司实 现营业收入8097.39万元，同比减少39.40%；归属于上市公司股东的净利润-413.34万元，同比减少 128.45%；归属于上市公司股东的扣除非经常性损益的净利润-619.60万元，同比减少147.06%；经营活 动产生的现金流量净额26.77万元，同比减少99.62%。 | 项目 | 本报告期 | 上年同期 | 本报告期比上年同期 增减(%) | | --- | --- | --- | --- | | 营业收入(元) | 80,973,879.54 | 133,614,451.15 | -39.40% | | 归属于上市公司股东的净利润(元) | -4,133,427.97 | 14,526,305.97 | -128.45% | | 归属于上市公司股东的扣除非经常性损益的 净利润(元) | -6.195.973.47 | 13,165,618.02 | -147.06% | | 经营活动产生的现金流量净额(元) | 267,715.79 | 71,252,258.44 | -99.62 ...

记者丨郑玮 编辑丨陈洁 7月初，刚刚从广州科技贸易职业学院电子商务专业毕业的山东小伙子陈一（化名）拿到了一 个新"offer"：由深圳市公安局盖章发放的户口本。 "深圳对应届生落户要求很宽松。全日制专科及以上学历毕业两年内可以直接落户深圳，没有 社保体检和工作要求。跟以往比更宽松了。而且还有一个福利，今年毕业生来深圳找工作可以 免费住15天公寓，杭州等一些大城市也有这种政策。"陈一告诉南方财经记者。 陈一的感受不是"错觉"。南方财经记者梳理发现，近年全国多地正逐步降低落户门槛，其中不 乏千万人口城市。 其中，重庆、西安、郑州、青岛已全面取消人才落户年龄限制，东莞计划 不再对具备国内全日制大专以上学历人才设置落户年龄门槛，杭州、南京、成都、深圳、武 汉、苏州、长沙、合肥等地也陆续将本科学历人才的落户年龄"天花板"放宽至45周岁。 降低落户门槛是一个明显的信号：当产业普遍进入以技术竞争为核心的发展期，各地对于人才 的吸引政策正在加大，千万人口城市降低落户门槛限制是一种必然。 打破" 4 0岁限制" "落户深圳在我高考前就有想法了。深圳确实适合很多年轻人打拼，大家来自全国各地，感觉 很包容，不管搞科研还是摆地摊，大 ...

7月初，刚刚从广州科技贸易职业学院电子商务专业毕业的山东小伙子陈一（化名）拿到了一个 新"offer"：由深圳市公安局盖章发放的户口本。 "深圳对应届生落户要求很宽松。全日制专科及以上学历毕业两年内可以直接落户深圳，没有社保体检 和工作要求。跟以往比更宽松了。而且还有一个福利，今年毕业生来深圳找工作可以免费住15天公寓， 杭州等一些大城市也有这种政策。"陈一告诉南方财经记者。 陈一的感受不是"错觉"。南方财经记者梳理发现，近年全国多地正逐步降低落户门槛，其中不乏千万人 口城市。其中，重庆、西安、郑州、青岛已全面取消人才落户年龄限制，东莞计划不再对具备国内全日 制大专以上学历人才设置落户年龄门槛，杭州、南京、成都、深圳、武汉、苏州、长沙、合肥等地也陆 续将本科学历人才的落户年龄"天花板"放宽至45周岁。 降低落户门槛是一个明显的信号：当产业普遍进入以技术竞争为核心的发展期，各地对于人才的吸引政 策正在加大，千万人口城市降低落户门槛限制是一种必然。 南方财经记者郑玮 实习生姜语锌、王硕 广州报道 打破"40岁限制" 7月1日，东莞发布了《东莞市在职人才入户实施办法（征求意见稿）》，这是自2024年4月东莞发布户 ...

Group 1 - Multiple companies, including Sanhe Pile, Huaxi Securities, and Guolian Minsheng, are expected to report net profit growth exceeding 10 times for the first half of 2025 [3][4] - Sanhe Pile anticipates a net profit of 60 million to 75 million yuan, representing a growth of 3090.81% to 3888.51% compared to the previous year [1] - Huaxi Securities projects a net profit of 445 million to 575 million yuan, with a year-on-year increase of 1025.19% to 1353.90% [2] Group 2 - Guolian Minsheng expects a net profit of approximately 1.129 billion yuan, reflecting a growth of around 1183% [4] - North Rare Earth forecasts a net profit of 900 million to 960 million yuan, indicating a year-on-year increase of 1882.54% to 2014.71% [5][7] - Industrial Fulian anticipates a net profit of 11.958 billion to 12.158 billion yuan, showing a growth of 36.84% to 39.12% [9] Group 3 - The surge in profits for North Rare Earth is attributed to rising product prices and improved operational efficiency [7] - Industrial Fulian's growth is driven by significant increases in cloud computing and AI-related product sales, with AI server revenue growing over 60% year-on-year [9] - The overall trend indicates a strong market response to companies with substantial profit growth, leading to increased stock prices and market interest [5]

7月11日晚，上百家A股上市公司发布了上半年业绩预告，其中，三和管桩、华西证券、国联民生等公司上半年业绩预增超10倍。 多家公司上半年净利润预增超10倍 7月11日晚，三和管桩公告，预计2025年1月1日至2025年6月30日期间，归母净利润为盈利6000万元至7500万元，较上年同期的188万元增长3090.81%至 3888.51%。 对于业绩变动的原因，公司表示，公司紧跟市场需求，专注核心业务，精耕主业，聚焦光伏、风电、水利等新兴领域，持续丰富产品矩阵。在产销量与营收 双增长的同时，得益于成本管控优化与产品结构改善，毛利率得到有效提升，共同驱动了公司业绩稳步回升。此外，公司非经常性损益对归属于上市公司股 东的净利润的影响金额预计约为人民币 1800 万元，同比增加约 783 万元，主要是营业外支出减少及投资收益增加所致。 同日，华西证券、国联民生也预计今年上半年业绩增长超过10倍。 华西证券公告，2025年1月1日至2025年6月30日，归母净利润预计4.45亿元至5.75亿元，同比增长1025.19%至1353.90%；扣除非经常性损益后的净利润预 计4.39亿元至5.69亿元，同比增长944.10% ...

Group 1 - The first Western Low Altitude Economy Expo will be held in Chongqing from July 11 to 13, focusing on low-altitude industry trends and establishing a comprehensive communication platform for the entire industry chain with over 200 participating entities including government units, leading companies, industry associations, and universities [1] Group 2 - On July 11, a total of 13 companies will have their restricted shares unlocked, with a total of 405 million shares and a market value of 7.674 billion yuan based on the latest closing price [2] - Among the companies, seven will have over 10 million shares unlocked, with Andar Technology, Hanbang High-tech, and Zhuoran Co. leading in unlock volume at 140 million shares, 89.2214 million shares, and 61.088 million shares respectively [2] - In terms of market value, seven companies will have over 100 million yuan unlocked, with Weike Technology, Zhili Fang, and Andar Technology leading at 3.652 billion yuan, 996 million yuan, and 866 million yuan respectively [2] Group 3 - On July 11, 20 companies announced 22 stock repurchase progress updates, with three companies disclosing repurchase plans for the first time and two plans approved by shareholders [3] - The highest repurchase plan amounts from newly disclosed plans are from Shantui Co., China National Materials, and Demingli, with proposed repurchase amounts of up to 300 million yuan, 83.2557 million yuan, and 67,100 yuan respectively [3] - Among the approved repurchase plans, Shengjian Technology and Shennong Group have the highest proposed repurchase amounts at 11.8195 million yuan, 2.379 million yuan, and 1.3885 million yuan respectively [3] Group 4 - A total of 34 billion yuan in 7-day reverse repos will mature today, following a central bank operation on July 4 with an operation rate of 1.4% [4]

四方新材(605122.SH)公告称，公司股票价格连续两个交易日内日收盘价格 涨幅偏离值累计达到20%， 属于股票异常波动情形。公司是以商品混凝土研发、生产和销售为主业，同时生产建筑用砂石骨料的建 筑材料制造商，产品主要销售市场为重庆市。经公司自查，公司主营业务、日常生产经营活动和外部经 营环境均未发生重大变化，公司不存在应披露而未披露的重大事项。 ...

两市涨停股一览 | 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 688585 | 上纬新材 | 11.21 | 0.23 | 10736.54 | 120356.61 | 基础化工 | | 605122 | 四方新材 | 17.26 | 1.02 | 3936.22 | 67939.21 | 建筑材料 | | 600111 | 北方稀土 | 27.01 | 8.21 | 1551.85 | 41915.45 | 有色金属 | | 002121 | 科陆电子 | 6.26 | 2.27 | 3942.05 | 24677.23 | 电力设备 | | 600962 | 国投中鲁 | 19.67 | 0.72 | 1103.90 | 21713.75 | 农林牧渔 | | 000607 | 华媒控股 | 6.00 | 7.05 | 3523.65 | 21141.87 | 传媒 | | 601908 | 京运通 | 3.84 | 3.46 | 4788.13 ...

Market Overview - The Shanghai Composite Index increased by 0.36% as of the morning close, with a trading volume of 783.11 million shares and a transaction amount of 934.47 billion yuan, a decrease of 3.50% compared to the previous trading day [1] Industry Performance - Real estate, banking, and oil & petrochemicals sectors showed the highest gains, with increases of 1.53%, 1.42%, and 1.23% respectively [1] - The automotive, defense, and electronics sectors experienced the largest declines, with decreases of 0.93%, 0.92%, and 0.76% respectively [2] Leading Stocks - In the real estate sector, Yuhua Development led with a gain of 9.94% [1] - In the banking sector, Minsheng Bank rose by 5.12% [1] - In the oil & petrochemicals sector, *ST Xinchao increased by 5.08% [1] - In the steel sector, Jinling Mining surged by 10.02% [1] - In the non-bank financial sector, Nanhua Futures also rose by 10.02% [1] - In the pharmaceutical sector, Qianyuan Pharmaceutical saw a significant increase of 19.98% [1] Sector Summary - The real estate sector had a transaction amount of 117.03 billion yuan, up 26.74% from the previous day [1] - The banking sector recorded a transaction amount of 266.82 billion yuan, up 36.61% [1] - The oil & petrochemicals sector had a transaction amount of 80.95 billion yuan, up 36.47% [1] - The automotive sector had a transaction amount of 389.36 billion yuan, down 16.50% [2] - The defense sector recorded a transaction amount of 316.85 billion yuan, down 23.79% [2] - The electronics sector had a transaction amount of 1,036.63 billion yuan, down 10.88% [2]

Market Overview - On July 9, the Shanghai Composite Index fell by 0.13%, while the total margin balance in the market reached 1.868 trillion yuan, an increase of 3.865 billion yuan compared to the previous trading day [1] - The margin balance in the Shanghai Stock Exchange was 942.133 billion yuan, up by 1.856 billion yuan; in the Shenzhen Stock Exchange, it was 920.743 billion yuan, up by 2.009 billion yuan; and in the Beijing Stock Exchange, it was 5.920 billion yuan, up by 385.9 thousand yuan [1] Industry Analysis - Among the industries tracked by Shenwan, 18 sectors saw an increase in margin balance, with the largest increase in the non-ferrous metals sector, which rose by 964 million yuan [1] - The electronic and pharmaceutical sectors also saw significant increases in margin balance, rising by 869 million yuan and 622 million yuan, respectively [1] Stock Performance - A total of 1,875 stocks experienced an increase in margin balance, accounting for 50.94% of the total [1] - The stock with the largest increase in margin balance was International Composites, which saw a margin balance of 253 million yuan, an increase of 53.42% from the previous trading day, and its stock price rose by 5.95% [1] - Other notable stocks with significant increases in margin balance included Tongguan Copper Foil and Xingyu Co., with increases of 47.15% and 43.92%, respectively [1] Top Gainers and Losers - Among the top 20 stocks with the largest increase in margin balance, the average increase in stock price was 3.25%, with notable gainers including Tongguan Copper Foil (20.02%), Kangmei Pharmaceutical (9.90%), and Fosa Technology (7.37%) [2] - Conversely, the stocks with the largest declines included Guqi Woolen Materials (-3.24%), Xiaofang Pharmaceutical (-2.93%), and Haida Group (-2.82%) [2] Margin Balance Decrease - In contrast, 1,806 stocks saw a decrease in margin balance, with 239 stocks experiencing a decline of over 5% [4] - The stock with the largest decrease in margin balance was Jiaotong Iron and Steel, which saw a margin balance of 4.596 million yuan, a decrease of 45.80% [4] - Other stocks with significant declines included Guoyi Tender and Lianyu Co., with decreases of 42.09% and 32.84%, respectively [4]