上天天基金APP搜索【777】注册即可 领500元券包，优选基金10元起投！限量发放！先到 先得！ 国家统计局7月9日发布数据显示，6月份，扩内需、促消费政策持续显效，居民消费价格指数（CPI） 同比由上月下降转为上涨0.1%；环比下降0.1%，降幅比上月收窄0.1个百分点。 扣除食品和能源价格的 核心CPI同比继续回升，上涨0.7%，创近14个月以来新高。 6月份，工业生产者出厂价格指数（PPI）环比下降0.4%，降幅与上月相同；同比下降3.6%，降幅比上 月扩大0.3个百分点。 7月9日早盘，A股三大指数震荡走强，上证指数时隔8个月重回3500点。 CPI同比由降转涨 "6月份，CPI同比上涨0.1%，为连续下降4个月后转涨。"国家统计局城市司首席统计师董莉娟表示， CPI同比由降转涨主要受工业消费品价格有所回升影响。 图片来源：国家统计局 数据显示， 6月份，工业消费品价格同比降幅由上月的1%收窄至0.5%，对CPI同比的下拉影响比上月 减少约0.18个百分点 。其中，促消费政策效应持续显现，6月份，文娱耐用消费品、家用纺织品和家用 器具价格同比分别上涨2%、2%和1%；汽车价格降幅逐步收窄，燃油小汽车 ...

"反内卷"究竟对于产业发展有何帮助？又会如何深刻影响资本市场？近日，证券时报·券商中国记者采访梳 理了多家券商首席分析师对于"反内卷"的核心观点。 首席分析师们认为，"内卷"导致企业利润下降，导致行业发展出现一些问题，与高质量发展的初衷背道而驰。 因此，有必要约束低效低质的"内卷"行为，鼓励企业通过科技创新和优质产品吸引市场，实现产业的可持续健 康发展。 对于市场而言，随着"反内卷"后续相关政策和规范陆续出台，供给侧调整思路和方式逐渐明朗，上述受"内 卷"困扰的新兴产业等代表性行业将进一步夯实周期性底部，中期看行业竞争格局有望改善，头部企业盈利能 力和抗周期能力均有望得到提升。 推动产业良性发展 "综合治理'内卷'行为，对于当前中国经济有重大意义。"国金证券首席经济学家宋雪涛在接受记者采访时表 示，企业争相非理性降价，导致通胀下行压力，更造成"商品价格下跌 — 企业利润减少—居民收入降低 — 消 费支出减少 — 价格进一步下跌"的螺旋反馈，对宏观经济和各个部门都有不利影响。因此，综合治理"内卷"、 依法依规治理低价无序竞争，是打破通胀下行压力、推动经济循环回归上升螺旋的必要举措。 同时，宋雪涛表示，在产业发展 ...

6月CPI同比由降转涨，汽车光伏等"内卷"行业价格降幅收窄 受工业品价格回升等因素影响，6月份CPI同比结束了此前四个月的负增长。 国家统计局7月9日发布的数据显示，6月居民消费价格指数（CPI）同比由上月下降转为上涨0.1%；环 比下降0.1%。工业生产者出厂价格指数（PPI）环比下降0.4%，降幅与上月相同；同比下降3.6%，降幅 比上月扩大0.3个百分点。 CPI同比由降转涨 国家统计局城市司首席统计师董莉娟分析，CPI同比上涨0.1%，为连续下降4个月后转涨。CPI由降转涨 主要受工业消费品价格有所回升影响。 数据显示，6月工业消费品价格同比降幅由上月的1.0%收窄至0.5%，对CPI同比的下拉影响比上月减少 约0.18个百分点。其中，油价变动影响能源价格降幅比上月收窄1.0个百分点，对CPI同比的下拉影响比 上月减少约0.08个百分点；受国际大宗商品价格变动影响，金饰品和铂金饰品价格同比分别上涨39.2% 和15.9%，合计影响CPI同比上涨约0.21个百分点。 食品价格降幅略有收窄。食品价格同比下降0.3%，降幅比上月收窄0.1个百分点，其中牛肉价格结束28 个月连续下降，转为上涨2.7%；猪肉价 ...

图片来源：国家统计局 数据显示， 6月份，工业消费品价格同比降幅由上月的1%收窄至0.5%，对CPI同比的下拉影响比上月 减少约0.18个百分点 。其中，促消费政策效应持续显现，6月份，文娱耐用消费品、家用纺织品和家用 器具价格同比分别上涨2%、2%和1%；汽车价格降幅逐步收窄，燃油小汽车和新能源小汽车价格6月同 比分别下降3.4%和2.5%，降幅分别为近28个月和26个月最小。 国家统计局7月9日发布数据显示，6月份，扩内需、促消费政策持续显效，居民消费价格指数（CPI） 同比由上月下降转为上涨0.1%；环比下降0.1%，降幅比上月收窄0.1个百分点。 扣除食品和能源价格的 核心CPI同比继续回升，上涨0.7%，创近14个月以来新高 。 6月份，工业生产者出厂价格指数（PPI）环比下降0.4%，降幅与上月相同；同比下降3.6%，降幅比上 月扩大0.3个百分点。 7月9日早盘，A股三大指数震荡走强，上证指数时隔8个月重回3500点。 CPI同比由降转涨 "6月份，CPI同比上涨0.1%，为连续下降4个月后转涨。"国家统计局城市司首席统计师董莉娟表 示，CPI同比由降转涨主要受工业消费品价格有所回升影响。 此外 ...

万和财富早班车 2025年7月9日 ● 国内金融市场 ● 我们不是资讯的搬运工 而是有态度的发现者 宏观消息汇总 1。国家发展改革委新增下达100亿元中央预算内投资，开展以 工代赈行动,预计吸纳带动31万名重点群体就业 2. 七部门发文加快推进普惠托育服务体系建设,明确发展"1+N" 的托育服务体系 3. 香港证监会：扩大南向通参与机构范围,加入券商、保险公 司、理财及资产管理公司 二、行业最新动态 1。万马股份(002276)：万马高分子超高压绝缘料三期项目达产后. 合计年产能将达到6万吨,市占率从15%提升至约20% 2 联合化学(301209)：公司拟以自有和自筹资金1.2亿元增资卓 光芮科技，增资后将持有卓光芮19.3548%的股权 3、金岭矿业(000655):预计公司上半年净利润盈利比上年同期增 长66.48%-111.54%,业绩增长主要由于主产品铁精粉销量增加 4、科大智能(300222)：公司全资子公司持股18%的参股公司科大智 能（合肥）科技有限公司为小米汽车充电桩的供应商 四、市场回顾及展望 七月八日(周二),昨天市场小幅高开后一路震荡上行,黄线 领涨白线,指数盘中突破7月4日的高点再度 ...

雷达财经 文|杨洋 编|李亦辉 天眼查资料显示，电光科技成立于1998年09月02日，注册资本36207.988万人民币，法定代表人石晓霞，注册地址为浙江省乐清经济开发区纬五路180号。主 营业务为防爆电器、电力设备和电机的研发、生产和销售。 目前，公司董事长为石晓霞，董秘为曹汉君，员工人数为1372人，实际控制人为石向才、石晓霞、施鹏、石碎标、朱丹、施隆。 公司参股公司15家，包括达得利电力设备有限公司、泰亿达电气有限公司、电光防爆科技（上海）有限公司、电光防爆电气（宿州）有限公司、河北新四达 电机股份有限公司等。 在业绩方面，公司2022年至2024年营业收入分别为12.30亿元、13.74亿元和11.89亿元，同比分别增长33.79%、11.68%和-13.42%。归母净利润分别为8984.49 万元、1.20亿元和9443.10万元，归母净利润同比增长分别为4.72%、32.76%和-21.05%。同期，公司资产负债率分别为31.34%、36.34%和40.20%。 在风险方面，天眼查信息显示，公司自身天眼风险79条，周边天眼风险53条，历史天眼风险2条，预警提醒天眼风险219条。 7月8日，电光防爆 ...

Key Points - Juhua Co., Ltd. expects a net profit of 1.97 billion to 2.13 billion yuan for the first half of 2025, representing a year-on-year increase of 136% to 155% [1] - The main reasons for the significant profit growth include the continuous recovery in the prices of fluorinated refrigerants and stable growth in production and sales of core products [2] - Haida Group anticipates a net profit of 2.5 billion to 2.8 billion yuan for the first half of 2025, reflecting a year-on-year increase of 17.64% to 31.76% [3][4] - Huagong Technology expects a net profit of 890 million to 950 million yuan for the first half of 2025, indicating a year-on-year growth of 42.43% to 52.03% [5][6] - Yun Aluminum Co., Ltd. forecasts a net profit of 2.7 billion to 2.8 billion yuan for the first half of 2025, showing a year-on-year increase of 7.19% to 11.16% [7][8] - Saint Farm anticipates a net profit of 850 million to 950 million yuan for the first half of 2025, representing a year-on-year increase of 732.89% to 830.88% [13] - Dinglong Co., Ltd. expects a net profit of 290 million to 320 million yuan for the first half of 2025, reflecting a year-on-year increase of 33.12% to 46.9% [14] - Yuxiu Capital forecasts a net profit of 1.473 billion to 1.575 billion yuan for the first half of 2025, indicating a year-on-year growth of 45% to 55% [15] - Haohua Technology expects a net profit of 590 million to 650 million yuan for the first half of 2025, representing a year-on-year increase of 59.30% to 75.50% [16] - Huace Navigation anticipates a net profit of 320 million to 335 million yuan for the first half of 2025, indicating a year-on-year growth of 27.37% to 33.34% [18] - Dajin Heavy Industry expects a net profit of 510 million to 570 million yuan for the first half of 2025, reflecting a year-on-year increase of 193.32% to 227.83% [20] - Shandong Steel anticipates a net profit of approximately 12.71 million yuan for the first half of 2025, marking a turnaround from loss to profit [22]

Core Viewpoint - The company has provided a guarantee of RMB 3 million for its wholly-owned subsidiary, Yichang Yinghan Ultrasonic Electric Co., Ltd., to support its financing needs, with no overdue guarantees reported [1][4]. Group 1: Guarantee Overview - The company signed a guarantee contract with China Shipbuilding Finance Co., Ltd. for the financing of Yinghan Ultrasonic, with a total guarantee amount of RMB 3 million [1][3]. - The company has provided a total guarantee amount of RMB 3 million for Yinghan Ultrasonic as of the announcement date [1][6]. - There are no counter-guarantees associated with this guarantee [1]. Group 2: Subsidiary Information - Yinghan Ultrasonic is a wholly-owned subsidiary of the company, engaged in the design, development, production, sales, installation, and after-sales service of various equipment and systems [2]. Group 3: Financial Status of the Subsidiary - As of March 31, 2025, Yinghan Ultrasonic reported total assets of RMB 219.78 million and total liabilities of RMB 146.50 million, resulting in net assets of RMB 73.28 million [3]. - For the year 2024, the subsidiary's operating income was RMB 210.15 million, with a net profit of RMB 12.12 million, while for the first quarter of 2025, the operating income was RMB 1.98 million, resulting in a net loss of RMB 1.02 million [3]. Group 4: Necessity and Reasonableness of the Guarantee - The guarantee is deemed necessary and reasonable as the company has control over the subsidiary and its current operating status is good, indicating manageable risk [4]. Group 5: Board Approval - The guarantee has been approved by the company's board of directors and is within the limits set by the 2024 annual shareholders' meeting, thus not requiring further approval [6]. Group 6: Total Guarantee Amount - As of the announcement date, the total amount of external guarantees provided by the company is RMB 238.70 million, which accounts for 2.93% of the company's net assets as of December 31, 2024 [6].

Group 1 - The importance of promoting the spirit of the Anti-Japanese War and its role in fostering patriotism and national pride among the Chinese people is emphasized [2][3][4] - The need for high-quality thematic exhibitions and educational activities to convey the significance of the Anti-Japanese War and its historical context is highlighted [3][4] - The call for innovation and transformation in traditional industries to enhance competitiveness and contribute to the manufacturing sector is reiterated [5][6] Group 2 - The focus on improving living standards and ensuring basic social services for vulnerable groups, such as the elderly and children, is stressed as a key aspect of social stability [6][7] - The commitment to ecological safety and green development is underscored, with an emphasis on transitioning to new energy and materials to support sustainable economic growth [8] - The importance of enhancing public safety and crime prevention measures to maintain social order and community safety is outlined [7][8]

Core Viewpoint - The company aims to enhance the efficiency of its raised funds by utilizing temporarily idle funds for cash management, ensuring safety and not affecting ongoing investment plans or normal operations [3][6]. Cash Management Overview - The amount used for cash management is RMB 5 million [5]. - The source of funds for this cash management is part of the temporarily idle funds raised from issuing convertible bonds [3][5]. - The cash management method involves a seven-day notice deposit with an annualized return rate of 0.65% [5][6]. - The cash management period is from June 30, 2025, to July 7, 2025, not exceeding 12 months [6]. Approval Process - The company held its fifth board meeting and supervisory board meeting on April 28, 2025, where it approved the use of up to RMB 400 million of temporarily idle funds for cash management, valid for 12 months from the approval date [5][6]. Impact on the Company - The use of idle funds for cash management will not affect the normal operation of investment projects and aims to improve fund utilization efficiency, thereby providing better returns for shareholders [6][7].