证券代码：000096 证券简称：广聚能源 公告编号：2025-029 深圳市广聚能源股份有限公司 盈利：2,239.10万元 股东的净利润 比上年同期下降：约59.81% 盈利：约160.00万元 扣除非经常性损 盈利：2,425.07万元 益后的净利润 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 项 目 本报告期 上年同期 盈利：约900.00万元 归属于上市公司 四、其他相关说明 本次业绩预告数据经公司财务部门初步测算，具体数据将在2025年半年度报 告中予以详细披露，公司指定的信息披露媒体为《证券时报》及巨潮资讯网，敬 请投资者注意投资风险。 特此公告。 比上年同期下降：约93.40% 深圳市广聚能源股份有限公司 基本每股收益 盈利：约0.02元/股 盈利：0.04元/股 二、与会计师事务所沟通情况 本次业绩预告相关数据未经会计师事务所审计，但公司就有关事项与年度审 计会计师事务所进行了预沟通，公司与会计师事务所在业绩预告方面不存在分歧。 三、业绩变动原因说明 （一）公司本期归属于上市公司股东的净利润约900.00万元，较上年 ...

Group 1 - The report highlights that the global refined oil transportation market is expected to experience a recovery in 2025, with the company's quarterly performance anticipated to improve sequentially [3][5] - The company is the only refined oil transportation company listed in A-shares, and its profitability has significantly increased over the past three years, with expectations for continued high profitability in 2025 [2][3] - The global refinery relocation trend is expected to benefit the industry, leading to a potential recovery in dividend distribution and accelerated shareholder returns [4][5] Group 2 - The report on Steady Medical indicates that the company is expected to maintain its earnings forecast, with projected EPS for 2025-2027 being 1.77, 2.18, and 2.49 yuan respectively [6][7] - The cotton soft towel and sanitary napkin business of the company is expected to see significant revenue growth in 2024, attributed to strategic transformations in product, channel, and brand marketing [7][8] - The company is focusing on high-quality product positioning and expanding its online and offline channels, which is expected to enhance brand visibility and drive revenue growth [8][27] Group 3 - The durable consumer goods industry report emphasizes the successful path of IQOS, highlighting the importance of product strength, marketing, and channel synergy in establishing brand value [9][10] - The Japanese market for HNB products has reached a penetration rate of over 40%, with significant growth potential as traditional cigarette markets shrink [9][11] - The report suggests that the competitive landscape in the HNB market is evolving, with major brands actively participating in market cultivation, leading to accelerated industry expansion [9][10] Group 4 - The military industry report indicates that the ongoing geopolitical tensions are likely to drive long-term growth in the military sector, with increased defense spending expected [23][24] - Recent military agreements, such as the tank export deal between South Korea and Poland, highlight the strengthening of military cooperation and the potential for significant military sales contracts [25][26] - The report recommends various companies within the military sector, focusing on assembly, components, and systems, as the industry is poised for growth amid rising defense demands [26][27]

Group 1: Core Insights - The report emphasizes the importance of accounts receivable management in the property industry, highlighting its significant impact on cash flow and potential dividend sustainability for companies [1][17] - The analysis of 30 sample companies reveals a notable increase in accounts receivable from 291.8 billion to 753.7 billion from 2020 to 2024, with growth rates declining significantly in recent years [2][17] - The report indicates a shift towards greater business independence, with the proportion of accounts receivable from related parties decreasing from 47% to 39% over five years, while third-party receivables increased from 53% to 61% [2][18] Group 2: Financial Trends - The average collection period for accounts receivable has lengthened, with the proportion of receivables due within one year dropping from 89% in 2019 to 58% in 2024, indicating increased difficulty in collection [3][18] - The provision for bad debts has risen sharply, with the ratio of provisions to trade receivables increasing from 4% in 2019 to 26% in 2024, reflecting heightened credit risk [3][18] - The overall collection rate for the sample companies has decreased from 90% to 78% between 2019 and 2024, with companies linked to distressed parent firms experiencing even lower rates [3][18] Group 3: Investment Recommendations - The report recommends focusing on property companies with strong independent business capabilities and low reliance on related transactions, as these are critical indicators of financial health [19][20] - Specific companies highlighted for their strong parent company backgrounds and effective risk management include China Overseas Property, Poly Property, and China Merchants Jinling [19][20] - Companies like Wanwu Cloud, Country Garden Services, and Sunac Services are noted for their manageable accounts receivable risks, while China Resources Mixc Life is recognized for its advantageous business model [19][20] Group 4: Market Strategy - The report tracks monthly strategies for small-cap and growth styles, suggesting that small-cap stocks are likely to outperform in July based on historical data and quantitative models [5][6] - The growth style is also expected to perform well in July, with a recommendation to overweight growth stocks based on the analysis of market factors [6]

今年以来，新疆维吾尔自治区乌苏市市场监督管理局强化党建引领，积极践行"实干争先"理念，严格把 好"准入关""质量关""机制关"，强化源头治理和综合治理，全力以赴履行监管职责，加强成品油和车用 尿素质量管控，提升大气环境整治成效。 把好"准入关"。乌苏市市场监管局加强对成品油和车用尿素零售企业的监督检查，重点检查危险化学品 经营许可证、成品油零售许可证以及营业执照等主体资格信息，查看证照是否齐全、是否在有效期内 等，对存在无照经营和其他违法违规行为的依法查处。 把好"质量关"。乌苏市市场监管局加强成品油质量日常监管，重点对成品油零售企业销售的成品油和车 用尿素进货票据、检测报告等资料进行检查，督促指导企业落实索证索票制度，建立健全成品油和车用 尿素进销管理台账，做到来源可追溯、去向可核查，对辖区内32家加油站进行了监督检查，覆盖率达 100%。同时，该局加大对成品油零售企业的成品油和车用尿素质量监督抽检力度，目前已配合自治区 产品质量研究院对乌苏市中团加油站等5家企业5个批次的润滑油、车用尿素、车用天然气进行监督抽 检。辖区所有加油站按时间节点要求全面实施国VIB车用汽油标准、明确标注所售汽油产品名称、牌号 和 ...

Group 1 - Domestic refined oil prices are expected to rise by 600 yuan per ton, translating to an increase of 0.49 to 0.51 yuan per liter, with 92-octane gasoline potentially reaching 7.5 to 7.7 yuan per liter and 95-octane gasoline entering the "8 yuan era" [2] - The primary reason for the price increase is the uncertainty in the international crude oil market, exacerbated by escalating geopolitical risks in the Middle East and a surge in global transportation demand during the summer travel season [2] - The influx of speculative funds into the futures market has further pushed up oil prices, with Brent crude futures maintaining levels above 85 USD per barrel, providing cost support for domestic refined oil price adjustments [2] Group 2 - China's crude oil production has increased to 209 million tons from 2019 to 2023, reflecting a year-on-year growth of 2.9%, with production further rising to 143 million tons in the first eight months of 2024 [3] - The crude oil processing volume in China has shown a stable upward trend, reaching 70.3554 million tons in 2021, with a cumulative growth of 4.3% [4] - Analysts suggest that the tight supply-demand balance in the international crude oil market is unlikely to ease in the short term, and geopolitical risks remain, indicating that oil prices may continue to operate at high levels [4]

| 申万期货品种策略日报——股指 | | | | | --- | --- | --- | --- | | 2025/6/30 星期一 申银万国期货研究所 贾婷婷（从业资格号：F3056905；交易咨询号：Z0016232 ）jiatt@sywgqh.com.cn;15921620356 | | | | | 申银万国期货研究所 柴玉荣 （从业资格号：F03111639；交易咨询号：Z0018586）chaiyr@sywgqh.com.cn;18802979529 | | | | | 一、股指期货市场 IF当月 | IF下月 | IF下季 | IF隔季 | | 前两日收盘价 3920.80 | 3908.20 | 3904.20 | 3873.60 | | 前日收盘价 3892.00 | 3882.40 | 3876.60 | 3846.40 | | 涨跌 -31.00 沪深300 | -28.20 | -29.00 | -27.80 | | 涨跌幅 -0.79 | -0.72 | -0.74 | -0.72 | | 成交量 39772.00 | 2237.00 | 56221.00 | 9123.00 | | ...

Group 1: Domestic Oil Price Adjustment - A new round of domestic refined oil price adjustment will begin at 24:00 on July 1, with predictions indicating an increase of 600 CNY per ton for gasoline and diesel, translating to a rise of 0.49-0.51 CNY per liter [2] Group 2: Shanghai LEGO Resort Opening - The Shanghai LEGO Resort will open on July 5, featuring a six-tier ticket pricing system, with children's one-day tickets starting at 255 CNY and adult tickets as low as 319 CNY [3] Group 3: Global Digital Economy Conference - The 2025 Global Digital Economy Conference will be held from July 2 to July 5 in Beijing, showcasing new technologies and products, and hosting 46 thematic forums focused on emerging fields such as artificial intelligence and digital security [4] Group 4: Stock Unlocking Events - Over 816 billion CNY in market value of restricted stocks will be unlocked in the A-share market from June 30 to July 4, with 68 stocks facing unlocking, including Zhong无人机 with a market value exceeding 200 billion CNY [5][6] Group 5: New Stock Opportunities - One new stock, Tongyu New Materials, is set to be issued on the ChiNext board from June 30 to July 4, focusing on the research, production, and sales of electronic resins primarily used in copper-clad laminate production [9][10]

据商务部市场运行监测系统显示，6月16日至22日，全国食用农产品市场价格比前一周（环比，下同） 下降0.2%，生产资料市场价格比前一周上涨0.6%。 食用农产品市场：6种水果平均批发价格小幅下降，其中西瓜、香蕉、葡萄分别下降3.2%、1.7%和 1.2%。30种蔬菜平均批发价格每公斤4.13元，下降0.2%，其中菜花、南瓜、蒜头分别下降5.6%、4.3% 和4.2%。禽产品批发价格继续下降，其中鸡蛋、白条鸡分别下降0.8%和0.6%。粮油批发价格略有波 动，其中豆油、菜籽油、花生油分别下降0.2%、0.1%和0.1%，面粉与前一周持平，大米上涨0.2%。水 产品批发价格小幅上涨，其中鲫鱼、大带鱼、鲢鱼分别上涨0.9%、0.9%和0.6%。肉类批发价格以涨为 主，其中猪肉每公斤20.30元，下降0.1%，牛肉、羊肉分别上涨0.4%和0.1%。 生产资料市场：成品油批发价格小幅上涨，其中0号柴油、92号汽油、95号汽油分别上涨3.3%、3.3%、 3.0%。基础化学原料价格以涨为主，其中甲醇、硫酸、聚丙烯分别上涨4.0%、0.9%和0.9%，纯碱下降 0.4%。橡胶价格继续上涨，其中合成橡胶、天然橡胶分别上涨0. ...

Agricultural Products Market - The national market price of edible agricultural products decreased by 0.5% from the previous week [1] - Wholesale prices of poultry products slightly declined, with eggs and white-cut chicken decreasing by 2.6% and 0.5% respectively [1] - Average wholesale prices of six types of fruits saw a slight decrease, with watermelon, banana, and citrus dropping by 3.1%, 2.2%, and 1.7% respectively [1] - Overall wholesale prices of meat decreased, with pork priced at 20.32 yuan per kilogram, down by 0.6%, while beef and lamb fell by 0.5% and 0.1% respectively [1] - Average wholesale price of 30 types of vegetables remained stable at 4.14 yuan per kilogram, with certain vegetables like green beans, pumpkin, and bitter melon decreasing by 6.9%, 5.3%, and 4.1% respectively [1] - Wholesale prices of aquatic products remained stable, with carp, large yellow croaker, and silver carp decreasing by 0.7%, 0.6%, and 0.2% respectively [1] - Grain and oil wholesale prices showed slight fluctuations, with rice and rapeseed oil decreasing by 0.2% and 0.1%, while soybean oil and peanut oil increased by 0.4% and 0.2% respectively [1] Production Materials Market - Rubber prices saw a slight increase, with natural rubber and synthetic rubber rising by 1.2% and 0.4% respectively [2] - Prices of basic chemical raw materials generally increased, with methanol, sulfuric acid, and polypropylene rising by 1.2%, 0.5%, and 0.1% respectively, while soda ash decreased by 0.6% [2] - Wholesale prices of finished oil slightly increased, with 0 diesel, 92 gasoline, and 95 gasoline all rising by 0.1% [2] - Prices of non-ferrous metals showed slight fluctuations, with aluminum and copper increasing by 1.1% and 0.9%, while zinc decreased by 1.9% [2] - Steel prices remained stable, with specific types like channel steel, ordinary medium plate, and welded steel pipe priced at 3585 yuan, 3722 yuan, and 3775 yuan per ton, decreasing by 0.4%, 0.2%, and 0.1% respectively [2] - Coal prices continued to decline, with coking coal, No. 2 smokeless lump coal, and thermal coal priced at 930 yuan, 1144 yuan, and 750 yuan per ton, decreasing by 0.9%, 0.1%, and 0.1% respectively [2] - Fertilizer prices generally decreased, with urea dropping by 1.2%, while compound fertilizers remained stable [2]

利润角度分析，2020年龙洲股份实现归母净利润-9.23亿元，2024年-3.48亿元。虽然亏损幅度有所收窄，但公司仍处于亏损 状态。 2015年6月16日，龙洲股份的市值巅峰达到97.39亿元，股价也顺应升至46.82元。而至6月11日收盘，龙洲股份的股价为4.87 元，市值为27.39亿元，相比峰值时期市值减少70.00亿元，市值蒸发了71.88%。 龙洲股份自2012年6月12日上市至今，已迎来13周年。从上市首日收盘价为9.76元、市值15.62亿元，到如今市值达到27.39亿 元，龙洲股份的成长历程充满波折，但从最近几年公司经营表现来看，业绩承压明显。 龙洲股份的主营业务包括现代物流（含沥青供应链）、汽车制造及销售与服务、汽车客运及站务服务、成品油及天然气销 售等业务。其核心产品主要分为沥青供应链和汽车制造、销售及服务等，从产品收入结构来看，沥青供应链占比最高，达 到63.37%，其次是汽车制造、销售及服务，占比14.52%。 龙洲股份上市的2012年，当年实现归母净利润1.08亿元，截至最新完整财年的2024年，公司实现-3.48亿元的归母净利润，累 计利润下滑了421.72%。这13个年间，龙洲 ...