央视网消息：作为一项从2023年火遍网络、火出国门的乡村足球赛事，8月2日，贵州榕江的"村超"举行了复赛后第2个"超级星期六"活动。"超 级星期六"在赛季里逢周六举办，是一个结合球赛、演出、美食等元素的狂欢日活动。很难想象，就在一个多月前，榕江刚刚连续经历2次严重 的洪涝灾害，基础设施受损严重，"村超"球场几乎被洪水摧毁。而短短1个月之后，"村超"就活力回归。"村超"重启的背后有着怎样的故事？ "村超"又回来了。这里的乡村足球盛宴之所以备受瞩目，不仅仅因为人们对足球的热情，更因为这里刚刚经历了一场严重的洪涝灾害。灾害过 后，一切需要重新开启，不管是生活，还是球赛，都很不容易。 洪灾一月后 当地生产生活已基本恢复秩序 在"村超"重启的前一周，记者来到榕江，这时距离榕江受灾已经过去了1个月，人们的生产生活已经基本恢复了秩序。这里的早市也已经充满 了往日的烟火气息。由于老的菜市场受损还在修复中，商户们暂时沿着市场外的街道摆开摊位。附近的居民一早就来逛市场买菜，生活一如往 常。但是，回想起一个月多前洪水来临的时刻，大家还是心有余悸。 当时的榕江整个县域受损严重，人们的生产生活遭遇很大困难。洪水退后，整个榕江的灾后重建 ...

Group 1 - The report emphasizes that the current market rally may be perceived as a "water buffalo" driven by liquidity, potentially overlooking the crucial theme of profit recovery [3][15][26] - Historical data shows that since 2000, there have been four instances of a trend reversal in ROE for the entire A-share non-financial sector, occurring in 2006 Q2, 2009 Q3, 2016 Q3, and 2020 Q2 [3][15] - The report draws parallels between the current anti-involution policies and the supply-side reforms of 2016, noting that the focus has shifted from traditional industries like steel and coal to emerging manufacturing sectors such as photovoltaics [3][25] Group 2 - The conditions for interest rate cuts in the U.S. are maturing, with recent employment data indicating a weakening economy, although this does not equate to a full-blown recession [4][40] - The report highlights that the recent adjustments in the market reflect a retraction in trading scales rather than a change in the long-term trend of improving corporate profits in China [6][49] - Recommendations for investment include focusing on upstream resource products and capital goods that benefit from both overseas manufacturing recovery and domestic anti-involution policies [6][49] Group 3 - Trade issues between China and the U.S. are identified as potential market disturbances, but their impact is expected to be less severe than in April due to lower tariff rates announced in July [5][46][47] - The report notes that the recent fluctuations in the market are more about the retraction of previous gains rather than a fundamental shift in the long-term outlook for supply clearing [3][26] - The report suggests that the focus of domestic policies will revolve around "people's livelihood," recommending attention to dividend-type consumption sectors such as food and beverages, as well as certain service industries [6][49]

Group 1 - The China International Fair for Trade in Services (CIFTIS) has become a significant platform for promoting high-level opening-up and providing global enterprises with opportunities in China [2][3] - The upcoming CIFTIS will feature the launch of the first "China Accommodation Consumption Index" and "China Catering Consumption Index," focusing on quality improvement and brand cultivation in the hospitality sector [3] - The fair will also introduce two national industry standards related to ESG management and digital operations in the hospitality industry [3] Group 2 - Ernst & Young will showcase multiple smart products, emphasizing the integration of technology into real business scenarios to enhance productivity [4] - Philips will present smart healthcare solutions, highlighting its commitment to local development in China with the establishment of a new R&D headquarters [4][5] - Schneider Electric will unveil upgraded service systems tailored to various industry needs, focusing on local investment and innovation [5] Group 3 - The fair serves as a platform for Chinese enterprises to enhance their internationalization and showcase their innovations, such as Amate Medical's 3D-printed biodegradable vascular stent [6] - Baidong Co. will launch a global transaction compliance solution aimed at helping enterprises navigate complex international trade challenges [7][8]

证券之星消息，8月1日酒店餐饮板块较上一交易日下跌0.74%，全 聚 德领跌。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。酒店餐饮板块个股涨跌见下表： 从资金流向上来看，当日酒店餐饮板块主力资金净流出1378.15万元，游资资金净流出1761.19万元，散户 资金净流入3139.34万元。酒店餐饮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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600754 | XD锦江酒 | ■ 935.87万 | 6.30% | -582.51万 | -3.92% | -353.36万 | -2.38% | | 000428 | 华天酒店 | 878.47万 | 14.96% | -521.61万 | -8.88% | -356.86万 | -6.08% | | 601007 | 金陵饭店 | 267.51万 | 2.47% | -729.77万 ...

在广州，老牌五星级酒店白云宾馆、花园宾馆的早餐摊就摆在地铁口，菜单和价格表一目了然，都很接 地气，大多餐点在3元到8元之间，瞄准了早高峰时期的通勤人群。白云酒店外摆摊的工作人员告诉我， 虽然他们的摊位是在工作日的7：30-9：30开放，但一般九点之前就能把东西卖完，几乎每天都能提前 收摊，生意非常火爆。 所以说，酒店外摆简直是"一举两得"的措施。一方面，酒店利用自身品牌和品质优势，能拓展客源，吸 引普通消费者，以相对低价产品满足大众需求，增加收入；另一方面，也可提升品牌亲和力，打破以往 高高在上形象，拉近与消费者距离。 这样的情况不止在广州出现，北京、杭州、郑州许多原来专做大型商务宴请的老牌酒店，都开始设 置"外摆摊"，把厨师长们请到了室外。 酒店们为什么要这样"自降身段"呢？ 我们来看一组数据，2024 年全年，北京限额以上餐饮企业营收总额约为 1015 亿元，可利润总额仅有约 5.7 亿元，同比下降 81.3%，全年利润率低至 0.57% 。其中，提供正餐服务的限额以上餐饮企业，营收 超 501.2 亿元，但利润总额亏损超过 1.5 亿元 。 背后是，因商务宴请需求锐减，原来高高在上的高端酒店，失去了一个 ...

背后是，因商务宴请需求锐减，原来高高在上的高端酒店，失去了一个重要的收入来源，甚至有高端餐 厅倒闭。在此背景下，为维持运营，许多五星级酒店不得不积极探索新出路。 在广州，老牌五星级酒店白云宾馆、花园宾馆的早餐摊就摆在地铁口，菜单和价格表一目了然，都很接 地气，大多餐点在3元到8元之间，瞄准了早高峰时期的通勤人群。白云酒店外摆摊的工作人员告诉我， 虽然他们的摊位是在工作日的7:30-9:30开放，但一般九点之前就能把东西卖完，几乎每天都能提前收 摊，生意非常火爆。 这样的情况不止在广州出现，北京、杭州、郑州许多原来专做大型商务宴请的老牌酒店，都开始设 置"外摆摊"，把厨师长们请到了室外。 酒店们为什么要这样"自降身段"呢？ 我们来看一组数据，2024 年全年，北京限额以上餐饮企业营收总额约为 1015 亿元，可利润总额仅有约 5.7 亿元，同比下降 81.3%，全年利润率低至 0.57% 。其中，提供正餐服务的限额以上餐饮企业，营收 超 501.2 亿元，但利润总额亏损超过 1.5 亿元 。 0:00 21世纪经济报道记者 刘婧汐 广州报道 你有没有发现，最近啊，全国各地的五星酒店都开始跑到外面摆地摊了。 有澳 ...

证券之星消息，7月31日酒店餐饮板块较上一交易日下跌1.49%，华天酒店领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。酒店餐饮板块个股涨跌见下表： 从资金流向上来看，当日酒店餐饮板块主力资金净流出8806.85万元，游资资金净流入1982.64万元，散 户资金净流入6824.21万元。酒店餐饮板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002186 | 全聚德 | 11.17 | -0.62% | 6.45万 | 7216.29万 | | 600258 | 首旅酒店 | 13.93 | -1.21% | 15.47万 | 2.16亿 | | 600754 | 锦江酒店 | 22.59 | -1.22% | - 10.63万 | 2.41亿 | | 002306 | *ST云网 | 1. ...

证券之星消息，7月30日酒店餐饮板块较上一交易日上涨0.71%，金陵饭店领涨。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。酒店餐饮板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601007 | 金陵饭店 | 7.85 | 2.61% | 25.41万 | 1.99 Z | | 002306 | *ST云网 | 1.83 | 2.23% | 24.33万 | 4411.22万 | | 000428 | 华天酒店 | 3.44 | 1.78% | 26.04万 | 8899.75万 | | 002186 | 全聚德 | 11.24 | 1.35% | 7.36万 ﻞ | 8235.36万 | | 600258 | 首旅酒店 | 14.10 | 0.79% | 17.95万 | 2.53亿 | | 301073 | 君喜酒店 | 22.74 | 0.62% | 6.54万 | 1.49 Z | | 000721 | 西安饮 ...

证券之星消息，7月29日酒店餐饮板块较上一交易日下跌0.57%，金陵饭店领跌。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。酒店餐饮板块个股涨跌见下表： 从资金流向上来看，当日酒店餐饮板块主力资金净流出2601.92万元，游资资金净流入3391.7万元，散户 资金净流出789.77万元。酒店餐饮板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002186 | 全聚德 | 11.09 | -0.09% | 4.97万 | 5476.83万 | | 600258 | 首旅酒店 | 66'ET | -0.43% | 21.34万 | 2.96亿 | | 600754 | 锦江酒店 | 22.84 | -0.48% | 8.36万 | 1.90亿 | | 605108 | 同庆楼 | 19.43 | -0.51% | 2.11万 | 4099.91万 | | 000428 | 华天酒店 | 3.38 | -0.59% | 1 ...

Core Insights - The A-share market saw a collective rise in the three major indices on Monday, with the Shanghai Composite Index up by 0.12%, the Shenzhen Component Index up by 0.44%, and the ChiNext Index up by 0.96%. The total trading volume in the Shanghai and Shenzhen markets reached 17,419.14 billion yuan [2][6] - In terms of industry performance, the defense and military, non-bank financial, and pharmaceutical sectors led the gains, while coal, steel, and transportation sectors lagged behind [2][6] - The report highlights a significant differentiation in performance within the social service sector, with 31 listed companies having released their 2025 semi-annual earnings forecasts, resulting in a disclosure rate of 39%. The overall pre-profit rate stands at 55%, ranking fourth among the eight major consumption sectors [8][9] Industry Analysis - The social service sector is experiencing a divergence in performance, with 17 out of 31 companies expected to be profitable in the first half of 2025. The pre-profit rate of 55% indicates a competitive position within the consumption sectors [9] - The report emphasizes the importance of expanding domestic demand and boosting consumption as key strategies for supporting stable economic growth. The potential of lower-tier markets continues to be a significant factor in solidifying the consumption base [8] - The education sector shows signs of marginal improvement, with a pre-profit rate of 63% and a notable decrease in the proportion of loss-making companies. Conversely, the tourism sector faces challenges, with a pre-profit rate of only 36% [11]