据证券之星公开数据整理，近期福莱新材（605488）发布2025年中报。截至本报告期末，公司营业总收 入13.34亿元，同比上升15.4%，归母净利润5093.48万元，同比下降19.58%。按单季度数据看，第二季 度营业总收入7.31亿元，同比上升22.42%，第二季度归母净利润1605.3万元，同比下降52.51%。本报告 期福莱新材应收账款上升，应收账款同比增幅达30.53%。 本次财报公布的各项数据指标表现一般。其中，毛利率14.66%，同比减10.84%，净利率3.87%，同比减 29.63%，销售费用、管理费用、财务费用总计9566.69万元，三费占营收比7.17%，同比减1.56%，每股 净资产5.41元，同比减18.23%，每股经营性现金流0.2元，同比增138.92%，每股收益0.18元，同比减 28.0% 其他权益工具投资变动幅度为151.52%,原因:向参股公司增资。 递延所得税资产变动幅度为565.57%,原因:可抵扣暂时性差异增加且母公司收到拆迁补偿款应纳税暂时 性差异消失。 交易性金融负债变动幅度为-90.8%,原因:购买的远期结售汇业务公允价值变动导致暂时性浮亏。 合同负债变动幅 ...

智通财经APP讯，晶华新材(603683.SH)披露2025年半年度报告，报告期公司实现营收9.47亿元，同比增 长10.53%;归母净利润3767万元，同比下降7.3%;扣非净利润3849万元，同比增长18.87%;基本每股收益 0.1431元。 公司新增产能逐步释放，在核心产品的销售上，通过优化产品性能、拓展销售渠道，产品市场占有率稳 步提升;同时，积极布局新业务领域，随着新业务逐步取得进展，为公司注入新的发展动力。 ...

（文章来源：证券日报） 证券日报网讯斯迪克8月8日在互动平台回答投资者提问时表示，关于不同折叠形态手机在OCA胶用量 上的具体差异，涉及产品技术细节及客户需求等多方面因素，暂不便详细说明。公司与国内终端保持着 良好的合作关系，主要提供符合其产品需求的光学及功能性材料等相关产品。具体产品信息请以公司公 开披露内容为准。 ...

证券代码：300221 证券简称：银禧科技 公告编号：2025-50 广东银禧科技股份有限公司 本公司及全体董事保证本公告内容真实、准确和完整性，不存在任何虚假 记载、误导性陈述或重大遗漏。 为真实反映广东银禧科技股份有限公司（以下简称"公司"或"银禧科技"） 的财务状况、资产价值及经营情况，根据《企业会计准则》《企业会计准则第 8 号——资产减值》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上 市公司规范运作》等相关规定，公司对合并报表范围内截至 2025 年 06 月 30 日 的各类资产进行了全面清查并进行减值测试，并对出现减值迹象的相关资产计提 减值准备。现将相关情况公告如下： 一、计提信用及资产减值准备情况概述 为真实反映公司财务状况和经营成果，本着谨慎性原则，根据《企业会计准 则》及公司会计政策的相关规定，公司对2025年6月末各类应收款项、其他应收 款、预付账款、存货、固定资产、在建工程、无形资产、投资性房地产、商誉等 资产进行了全面的清查，对各项资产减值的可能性、各类存货的可变现净值等进 行了充分的评估和分析。经分析，公司需对上述可能发生资产减值的资产计提减 值准备。 单位：元 本 ...

Group 1 - The company expects a net profit to be negative for the period from January 1, 2025, to June 30, 2025 [1] - The financial data related to the earnings forecast has not been audited by an auditing firm [2] - The overall revenue and profit of the company have declined year-on-year, primarily due to cyclical fluctuations in the downstream shipping container manufacturing and construction engineering markets [3] Group 2 - The shipping container manufacturing market is experiencing a phase of reduced demand for new containers due to a slowdown in global trade growth [3] - Although the home decoration market continues to grow, the construction engineering market is constrained by insufficient new public project starts and inadequate terminal demand release [3] - In the second half of 2025, the company plans to maintain stable operations in its traditional business while actively seizing strategic opportunities in the rapidly expanding downstream renewable energy market [3] Group 3 - The company aims to expand its industrial adhesive market, particularly in renewable energy applications, through technological iteration and market expansion [3] - The company seeks to enhance its resilience to cyclical fluctuations and improve overall operational performance [3] - The earnings forecast is based on preliminary calculations by the company's finance department and will be subject to the final data disclosed in the 2025 semi-annual report [4]

Core Viewpoint - Chinese companies have gained experience from the first round of trade friction and are now taking a more proactive approach to mitigate the impacts of new tariff policies [1][33]. Group 1: Tariff Mention in Financial Reports - As of May 5, 2025, 5,516 A-share listed companies in China released their Q1 reports, with 41 companies mentioning "tariff" [4]. - In contrast, 276 out of 1,185 U.S. listed companies mentioned "tariff" in their Q1 reports, and 710 companies did so during earnings calls [5][6]. - The higher frequency of tariff mentions in U.S. companies indicates a greater concern regarding tariffs compared to Chinese companies [6]. Group 2: Attitudes Towards Tariffs - Chinese A-share companies show a clear industry differentiation in their attitudes towards tariffs, with 24 companies having a negative stance and 13 a positive one [16]. - Companies with a positive outlook on tariffs are primarily in the power equipment and electronics sectors, while those with a negative outlook are mainly in machinery and automotive sectors [16]. - U.S. companies exhibit a predominantly negative attitude towards tariffs, with 171 companies expressing concerns, while only 10 companies held a positive view [22]. Group 3: Strategies to Mitigate Tariff Impacts - Chinese companies are actively improving their global supply chain systems to alleviate tariff risks, with companies like CIMC Vehicles focusing on enhancing local procurement and establishing backup supply mechanisms in ASEAN countries [21]. - Some Chinese companies have diversified their production bases overseas, such as Tianzhen Co., which has invested in production facilities in Vietnam, Thailand, and the U.S. [19]. - U.S. companies are also adapting by raising prices to pass on tariff costs to consumers, as seen with companies like Newell Brands and Howmet Aerospace [26]. Group 4: Market Reactions and Financial Performance - The trade tensions have led to significant concerns among U.S. companies, with many citing the uncertainty of tariffs affecting their business planning and operational costs [32]. - The S&P 500 index experienced a maximum decline of 12.1% compared to a 7.6% decline in the CSI 300 and Shanghai Composite Index, indicating a more severe market reaction in the U.S. [34].

Core Viewpoint - The article discusses the significance of informal employment in rural areas, particularly in Yaoxian County, highlighting its characteristics, demographics, and economic implications for local communities [2][11]. Group 1: Characteristics of Informal Employment - Informal employment primarily consists of casual labor without formal contracts or social security, which is prevalent in rural areas [2]. - The informal economy serves as a crucial foundation for county-level societies, providing flexible job opportunities for many individuals [2]. Group 2: Demographics of Informal Workers - The majority of informal workers in Yaoxian County are rural residents, often opting for informal jobs due to the lack of stable formal employment opportunities [3][4]. - Informal employment is predominantly male, with many women either being full-time homemakers or working in stable factory jobs [6][7]. - A significant portion of informal workers are middle-aged and older individuals, who face greater survival pressures and often seek various income opportunities [8][10]. Group 3: Economic Context - The income from informal work can be comparable to or even exceed that of formal factory jobs, which are often low-paying and physically demanding [4][5]. - The local economy is characterized by a "low income - high consumption" balance, leading to limited savings among residents [10]. - The informal economy in Yaoxian County is not effectively integrated with the formal economy, as formal jobs do not attract many informal workers due to low income and lack of freedom [11].