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持之以恒“做对的事”(和音)
Ren Min Ri Bao· 2025-08-18 22:31
认同,源于中国开放拥抱世界的自信胸襟。中国"友好、安全、高效",阿根廷《号角报》记者在体验中 国日常生活后写道。中国持续推进高水平对外开放,不断优化各类便利化政策,促进人员往来和文化交 流。目前,中国已对75个国家实行单方面免签或全面互免签证,过境免签国家扩展到55个。今年上半 年,中国各口岸外国人入出境数量同比上升30.2%,其中免签入境占比71.2%,同比上升53.9%。越来越 多外国人通过实地走访、亲身体验,感知真实立体的中国,并通过社交平台向更多人介绍中国。随着中 国潮玩、电影、游戏等文化产品火爆出圈,中国文化所展现的亲和力、创造力拉近民心,激发超越国界 的情感共鸣,书写着跨文化交流的精彩故事。 认同,源于中国共享发展机遇的真诚意愿。"每年对世界经济增长的贡献率保持在30%左右""减少了11 亿吨二氧化碳排放量""连续15年稳坐全球制造业'头把交椅'"……"高质量完成'十四五'规划"新闻发布会 发布的一系列数据清晰表明,中国高质量发展已成为驱动全球增长的重要引擎,为世界现代化带来广阔 机遇。中国始终将自身发展置于人类发展的坐标系,致力于与各国共同发展、共享繁荣。如今,中国是 全球150多个国家和地区的 ...
上海鸿刨贸易有限公司成立 注册资本50万人民币
Sou Hu Cai Jing· 2025-08-18 21:15
天眼查App显示,近日,上海鸿刨贸易有限公司成立,法定代表人为刘爱朵,注册资本50万人民币,经 营范围为一般项目:食用农产品批发;食用农产品零售;未经加工的坚果、干果销售;互联网销售(除 销售需要许可的商品);信息咨询服务(不含许可类信息咨询服务);技术服务、技术开发、技术咨 询、技术交流、技术转让、技术推广;市场营销策划;项目策划与公关服务;市场调查(不含涉外调 查)。(除依法须经批准的项目外,凭营业执照依法自主开展经营活动)许可项目:食品销售;食品互 联网销售。(依法须经批准的项目,经相关部门批准后方可开展经营活动,具体经营项目以相关部门批 准文件或许可证件为准)。 ...
贸易板块8月18日涨0.65%,汇鸿集团领涨,主力资金净流出341.1万元
Zheng Xing Xing Ye Ri Bao· 2025-08-18 08:39
证券之星消息,8月18日贸易板块较上一交易日上涨0.65%,汇鸿集团领涨。当日上证指数报收于 3728.03,上涨0.85%。深证成指报收于11835.57,上涨1.73%。贸易板块个股涨跌见下表: 从资金流向上来看,当日贸易板块主力资金净流出341.1万元,游资资金净流出4201.87万元,散户资金净 流入4542.98万元。贸易板块个股资金流向见下表: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601061 | 中信金属 | 1585.00万 | 6.65% | -783.06万 | -3.28% | -801.94万 | -3.36% | | 600981 | 汇鸿集团 | 1522.96万 | 9.79% | -896.36万 | -5.76% | -626.60万 | -4.03% | | 600278 | 东方创业 | 994.28万 | 8.71% | -2894.00 | - 0.00% | ...
中电港收盘上涨3.57%,滚动市盈率62.82倍,总市值169.84亿元
Jin Rong Jie· 2025-08-18 08:38
资金流向方面,8月18日,中电港主力资金净流出4613.62万元,近5日总体呈流入状态,5日共流入 2410.17万元。 深圳中电港技术股份有限公司的主营业务是电子元器件分销、设计链服务、供应链协同配套和产业数据 服务。公司的主要产品是存储器、处理器、模拟器件、射频与无线连接。 最新一期业绩显示,2025年一季报,公司实现营业收入174.70亿元,同比49.01%;净利润8455.51万 元,同比64.99%,销售毛利率2.66%。 8月18日,中电港今日收盘22.35元,上涨3.57%,滚动市盈率PE(当前股价与前四季度每股收益总和的 比值)达到62.82倍,创22天以来新低,总市值169.84亿元。 从行业市盈率排名来看,公司所处的贸易行业行业市盈率平均48.69倍,行业中值41.26倍,中电港排名 第28位。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13中电港62.8271.653.20169.84亿行业平均 48.6974.683.3198.19亿行业中值41.2647.902.1579.41亿1江苏国泰10.7511.040.79122.07亿2建发股份 11.1011.020.583 ...
小商品城(600415):25H1业绩符合预期,看好AI赋能平台生态
NORTHEAST SECURITIES· 2025-08-18 07:45
Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for future stock performance [5]. Core Views - The company achieved steady revenue growth in H1 2025, with total revenue of 7.713 billion yuan, representing a year-on-year increase of 13.99%. The net profit attributable to shareholders was 1.691 billion yuan, with a net profit margin of 21.92%, showing a slight increase of 0.52 percentage points year-on-year [1]. - The report highlights the increasing popularity of the global trade center, which generated revenue of 2.379 billion yuan in H1 2025, up 4.8% year-on-year. The successful completion of market construction and high demand from businesses are noted as key factors [2]. - The company is leveraging AI technology to enhance its platform ecosystem, including the introduction of smart robots and AI navigation systems, which are expected to drive efficiency and cost reduction for merchants [2]. - The report projects significant revenue growth for the company, forecasting revenues of 20.53 billion yuan, 25.94 billion yuan, and 29.03 billion yuan for 2025, 2026, and 2027, respectively, with net profits expected to reach 4.081 billion yuan, 6.002 billion yuan, and 6.803 billion yuan in the same years [3]. Financial Summary - For 2025, the company is expected to achieve a revenue of 20.53 billion yuan, with a year-on-year growth rate of 30.45%. The net profit is projected to be 4.081 billion yuan, reflecting a growth rate of 32.79% [3][11]. - The report indicates a projected PE ratio of 25.62 for 2025, decreasing to 15.37 by 2027, suggesting improving valuation metrics over time [3][11]. - The company has a total market capitalization of approximately 104.57 billion yuan, with a total share count of 5.484 billion shares [5].
海南自贸港政策密集落地 提振市场信心
Zhong Guo Xin Wen Wang· 2025-08-17 07:06
Group 1 - The core viewpoint of the article highlights the upcoming launch of the Hainan Free Trade Port on December 18, which is expected to create a favorable development environment for both domestic and foreign enterprises through a series of recently released policies and regulations [1][2]. - The policies emphasize "openness," including the "List of Prohibited and Restricted Import and Export Goods" and the "Implementation Rules for Cross-Border Asset Management Pilot Business," which aim to facilitate foreign investment and enhance the investment environment [2][4]. - The introduction of a "zero tariff" policy for imports is expected to significantly expand the range of goods covered and the beneficiaries of this policy, thereby establishing a comprehensive zero-tariff system for the Hainan Free Trade Port [4][6]. Group 2 - The upcoming customs supervision and tax collection reforms are seen as a major transformation for the Hainan Free Trade Port, with the new policies providing a "preheating period" for market participants to adapt and respond positively [3][4]. - The policies are designed to inject new momentum into industrial upgrades, particularly benefiting high-end manufacturing sectors such as new energy vehicles and aerospace, as well as agricultural processing and medical devices [5][6]. - Traditional industries in Hainan, such as tropical agriculture and tourism, are expected to benefit from the new policies, while emerging sectors like digital technology and aerospace are anticipated to achieve breakthroughs [7].
筑牢经济底盘 夯实发展支撑
Ren Min Ri Bao· 2025-08-16 22:03
Group 1: Economic Performance and Agricultural Stability - China's total grain production is expected to reach 1.4 trillion jin in 2024, with summer grain production achieving 299.48 billion jin this year despite drought challenges [1][6] - The average income per mu for early rice has exceeded 1,000 jin, and farmers are seeing increased earnings due to order-based purchasing, with an average additional income of over 100 yuan per mu [6] - Rural residents' per capita disposable income reached 11,936 yuan in the first half of the year, reflecting a real growth of 6.2% year-on-year after adjusting for price factors [7] Group 2: Foreign Trade and Investment - In the first half of the year, China's total import and export volume reached 21.79 trillion yuan, a year-on-year increase of 2.9%, with new foreign investment enterprises increasing by 11.7% [10][11] - The opening of new trade routes and projects, such as the "Zhuhai-Brazil" direct flight and the establishment of Tesla's first energy storage project in mainland China, highlights China's commitment to expanding high-level foreign trade [12] - The actual use of foreign capital in China reached 70.873 billion USD by the end of June, indicating a strong "magnetic effect" of the Chinese market [11] Group 3: Infrastructure and Investment Projects - Infrastructure investment in China grew by 4.6% year-on-year in the first half of the year, outpacing overall investment growth [14] - The completion of major projects under the "Two Major" initiative is expected to provide strong momentum for economic stability and growth, with over 3 trillion yuan allocated for these projects [15] - The "Two Major" projects are designed to enhance both current and long-term investment potential, contributing to a robust economic cycle [14][15]
深圳市海铭鸥工业有限公司成立 注册资本20万人民币
Sou Hu Cai Jing· 2025-08-16 06:15
天眼查App显示,近日,深圳市海铭鸥工业有限公司成立,法定代表人为潘新葵,注册资本20万人民 币,经营范围为一般经营项目是:交通及公共管理用标牌销售;五金产品批发;五金产品零售;五金产 品研发;高速精密齿轮传动装置销售;高速精密重载轴承销售;机械零件、零部件销售;人造板销售; 高性能有色金属及合金材料销售;高品质特种钢铁材料销售;金属链条及其他金属制品销售;广告制 作;平面设计;数字广告制作;数字广告设计、代理;广告设计、代理;数字广告发布;广告发布;贸 易经纪;国内贸易代理;货物进出口;进出口代理;数字内容制作服务(不含出版发行);工业设计服 务;工业酶制剂研发;工业机器人销售;工业工程设计服务;工业自动控制系统装置销售;工业控制计 算机及系统销售。(除依法须经批准的项目外,凭营业执照依法自主开展经营活动),许可经营项目 是:无。 ...
申万宏观·周度研究成果(8.9-8.15)
申万宏源宏观· 2025-08-16 04:32
Group 1 - The article discusses the upcoming expiration of the tariff suspension measures between China and the U.S. on August 12, and the potential for easing trade risks based on recent trade agreements with Japan and the EU [7] - It highlights the ongoing economic situation in July, characterized by strong supply but weak demand, indicating a mixed economic outlook [11] - The article notes that the Producer Price Index (PPI) has shown weakness due to low capacity utilization in mid and downstream sectors, which are considered two underlying factors affecting PPI performance [12] Group 2 - The financial data for July indicates a significant rebound in M2 year-on-year, primarily driven by an active capital market [15] - The article mentions that the U.S. has established a three-tiered tariff system as part of its trade agreements, with significant uncertainties regarding the execution of investment and procurement commitments [17][18] - It emphasizes the long-term and targeted nature of tariff leverage, with secondary and transshipment tariffs gradually taking shape [18]
赣州市南康区泓品贸易行(个体工商户)成立 注册资本3万人民币
Sou Hu Cai Jing· 2025-08-16 02:46
Group 1 - A new individual business named Hongpin Trading has been established in Nankang District, Ganzhou City, with a registered capital of 30,000 RMB [1] - The legal representative of the business is Huang Ping, indicating a personal ownership structure [1] - The business scope includes food sales, alcoholic beverage operations, and online food sales, subject to necessary approvals from relevant authorities [1] Group 2 - The general business activities include the sale of pre-packaged food, online sales of pre-packaged food, delivery services, retail and wholesale of edible agricultural products, and sales of daily necessities [1] - The business is also involved in the retail and wholesale of fresh fruits, office supplies, outdoor products, and stationery [1] - The operations are permitted to be conducted autonomously under the business license, except for projects that require approval [1]