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帮主郑重拆解7月2日涨停股!中长线机会藏在这几类里
Sou Hu Cai Jing· 2025-07-03 00:52
Core Insights - The article discusses the recent performance of stocks in the A-share market, highlighting key opportunities and trends in various sectors [1] Group 1: Stock Performance and Analysis - A total of 60 stocks hit the daily limit up, with a focus on those with consecutive gains and first-time limit ups [3] - Chengbang Co., Ltd. experienced a five-day consecutive limit up with a net profit increase of 202% in Q1, indicating strong performance but with caution advised due to speculative trading [3] - Juliy Sprockets' limit up is linked to national policies promoting marine economy, with the company holding leading technology in deep-sea mooring systems [3] - The photovoltaic sector saw significant activity, with Fulaite and Jinjing Technology hitting limit up due to industry-wide production cuts of 30%, indicating a move towards higher industry concentration [3] Group 2: Company Developments - Kangda New Materials' acquisition of Zhongke Huami positions the company in the high-reliability integrated circuit sector, benefiting from domestic substitution trends [4] - Baolingbao's limit up is attributed to the launch of new functional sugar products, particularly in the high-demand maternal and infant market [4] Group 3: Market Trends and Investment Strategy - The market is shifting from speculative trading to sectors with solid earnings support, such as new energy, technology, and consumption upgrades [4] - Companies with strong fundamentals are seen as potential investment opportunities during market pullbacks, while caution is advised against chasing stocks with excessive short-term gains [4]
从王府园林到百姓人家,济南在温州讲了一个“生活的故事”
Xin Jing Bao· 2025-07-01 07:08
提起济南,人们第一时间浮现在脑海中的可能就是"家家泉水,户户垂杨"的诗意画面。灵动的泉水,赐予了这座 城市独一无二的园林景观。 如今,这种与泉水相依的景致,将被搬进温州园博园。和其他城市展园相比,济南园将是少见的"慢节奏"表达 ——它不造奇景,不立高墙,只还原"泉水人家"。 巷弄阡陌,泉水人家。 在济南园里,泉水沿街巷中的青石板流淌,小院人家里有茶、有西瓜、有花草、有竹椅。济南园不似展园,更像 是一处饶有生活情趣的民居。推开门,所见即生活,生活亦风景。它不靠堆叠奇观吸引目光,而是在不起眼的细 节中,藏进一座城市的温情。 岁月无声,泉水润物,这方园子,是泉城烟火气的一个缩影。 温州园博园中的济南园。 以泉突围术 从"王府园林"到"百姓人家" 济南,一座"山泉湖河城"交融的城市,从名字上听,就自带园林气质。 依泉而居、临水建园,早在宋元曾巩主政期间,济南就形成了"城即园林"的格局。无论是富有"天下第一泉"美称 的趵突泉,还是极具风格的大明湖,都浸润着王府贵族园林的气质。 "中国国际园林博览会已举办14届,济南园自第五届开始参加,除2022年未参加外,至今共参与九届园博会展 示。"济南市园林和林业绿化局项目推进处副 ...
5月份逾10家*ST公司“脱星摘帽”
Shen Zhen Shang Bao· 2025-05-28 16:57
Group 1 - Several ST companies, including *ST Dongyuan and *ST Kexin, have applied to remove their ST status following the annual report disclosures, with over 10 companies achieving this since May [1] - The reasons for the removal of delisting risk warnings include improvements in financial indicators, such as turning losses into profits through restructuring and rectifying previous issues related to fund occupation and internal controls [1] - *ST Dongyuan announced that its stock would be suspended for one day on May 28 and would resume trading on May 29, with the removal of delisting risk warnings and a change in stock name to "Dongfang Garden" [1] Group 2 - Many ST companies experienced significant stock price increases prior to the removal of their ST status, but saw declines immediately after, indicating that the positive news may have already been priced in [2] - Despite the removal of ST status, some companies still reported poor performance, such as Jinshi Technology, which had a revenue of 376 million yuan but a net loss of 4.397 million yuan last year [2] - Certain ST stocks that have removed their ST status still face potential investor claims, as seen with *ST Nongshang, which may face lawsuits for failing to disclose its 2023 performance forecast [2]
北京市政协召开议政会,专家建言扩大城市立体绿量
Xin Jing Bao· 2025-05-22 13:56
"现代城市人群每天约有90%的时间在室内生活工作,约6%的时间在车内度过,仅有约4%的时间在室外 活动。这种以无机要素为主的城市室内环境、职场高压以及手机成瘾等易导致心理性障碍。" 清华大学建筑学院景观学系教授李树华代表民革北京市委发言时表示,屋顶绿化、墙面绿化、阳台绿 化、室内绿化等建筑空间绿化,不仅能够降温增湿、净化空气、增加负氧离子浓度、减弱噪音,还能起 到改善情绪、缓解压力等效果,发挥"绿色药箱"的作用。 学校建筑空间可打造疗愈型花园、冬季让水系沿岸树种形成雾凇景观……5月22日,北京市政协举行"进 一步扩大城市立体绿量 促进绿化彩化美化生态空间建设"议政会。与会专家学者和各民主党派、市工商 联、无党派人士代表就冬季增绿、建筑空间绿化、桥体绿化彩化、城市家具彩化等话题进行建言。 建议增加冬季观花、观果、观枝树种 城市的绿化彩化,不仅是建设花园城市的一项重要内容,也是市民最直观的视觉感受。不过,北京冬季 增绿面临挑战。 究其原因,北京林业大学林学院院长贾黎明在发言时表示,北京冬季寒冷干燥多风,降水不足全年 5%。另外,北京地带植被以落叶阔叶林和针阔混交林为主,落叶期达4-5个月,常绿树种占比仅约 20% ...
莫用耕地种草皮,“杂草丛生”也是一种美
自然资源部、国家林草局通报的2025年第一批18个破坏耕地、毁林毁草典型问题中,有两个案例涉及占 用永久基本农田种植绿化装饰草皮,冲击了耕地红线。其中,河北省廊坊市因同样事由在2023年就被通 报并重点督办过。2024年,有关部门通报的80个同类典型问题中,也有10个是利用永久基本农田种植草 坪,其中海南省文昌市2022年就被督察通报过。 其实,早在2020年《国务院办公厅关于坚决制止耕地"非农化"行为的通知》中就明确了政策界线, 即"禁止占用永久基本农田种植苗木、草皮等用于绿化装饰以及其他破坏耕作层的植物"。有关部门也不 断督察、推动整改,但屡禁不止。要解决这一问题,笔者认为,需要着眼于景观草坪对草皮生产的拉动 作用,深化园林景观中自然草地生态价值的认识,积极促进自然草地替代人工草坪,进而从生态消费侧 为草皮生产降温。 有研究团队以98个城市为样本分析发现,中国城市草坪杂草优势种有208种隶属40科137属,而北京奥林 匹克森林公园的乡土草本地被植物有44种隶属22科,这表明园林景观自然草地有着丰富的种质资源。这 些植物虽然被草坪学归为"杂草",常被列入清除对象,但本质上它们才是绿化地的真正主人,有着极强 ...