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林业板块10月10日涨0.8%,平潭发展领涨,主力资金净流入4598.27万元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000592 | 平潭发展 | 3.60 | 3.15% | 182.42万 | 6.59亿 | | 000663 | 永安林业 | 6.61 | 1.38% | 4.95万 | 3269.63万 | | 002679 | 福建金森 | 10.75 | 1.03% | 6.61万 | 7127.63万 | | 600265 | ST景谷 | 22.07 | -4.99% | 1.52万 | 3387.46万 | 证券之星消息,10月10日林业板块较上一交易日上涨0.8%,平潭发展领涨。当日上证指数报收于 3897.03,下跌0.94%。深证成指报收于13355.42,下跌2.7%。林业板块个股涨跌见下表: 从资金流向上来看,当日林业板块主力资金净流入4598.27万元,游资资金净流出273.23万元,散户资金 净流出4325.05万元。林业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3101043457103 ...
林业板块10月9日跌1.46%,ST景谷领跌,主力资金净流出4045.32万元
证券之星消息,10月9日林业板块较上一交易日下跌1.46%,ST景谷领跌。当日上证指数报收于3933.97, 上涨1.32%。深证成指报收于13725.56,上涨1.47%。林业板块个股涨跌见下表: | 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 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 000663 永安林业 | | -51.67万 | -2.11% | 307.19万 | 12.52% | -255.51万 | -10.41% | | 002679 福建金森 | | -438.50万 | -4.45% | 518.76万 | 5.26% | -80.26万 | -0.81% | | 600265 ST景谷 | | -880.87万 | -15.69% | 672.02万 | 11.97% | 208.86万 | 3.72% | | 000592 平潭发展 | | -2674.28万 | -8.09% | 1377.40万 | 4.16% | 1296.8 ...
经营权流转、产权活化,这一改革正逐渐“唤醒”广东林业资源
Nan Fang Du Shi Bao· 2025-10-09 06:35
金秋九月,佛山市高明区大布村的澳洲坚果种植示范基地里,饱满翠绿的坚果挂满枝头,农户们正忙着 采摘。采摘后的坚果在山下分拣、烘干,下一步就要拉入加工厂进行深加工,最终才能成为人们熟知 的"夏威夷果"。 除了为当地的山村带来经济收入,这片近万亩的坚果林更代表着广东省深化集体林权制度改革在地方上 的一个有益探索。近年来,广东以绿美广东生态建设为核心导向,深化集体林权制度改革,推动林业产 业走向转型升级。 南都N视频记者梳理全省已有的案例发现,"沉睡"的林业资源渐渐成为"活资本",也利好广东从林业大 省"进化"为林业强省。有专家认为,当前广东省深化集体林权制度改革可以看作是对"林改四 问"(即"山要怎么分""树要怎么砍""钱从哪里来""单家独户怎么办")进行的一次系统性、集成式的"广 东作答"。 现状 林地经营权实现多种方式流转 多地市以林业带动地方经济"开源" 广东作为林业大省,林业产业总产值约占全国十分之一。但集体林地经营碎片化、分散化一直都是制约 林业发展的主要瓶颈。 改革的关键在于"活"字。2024年8月,《广东省深化集体林权制度改革实施方案》(以下简称《实施方 案》)正式公布,《实施方案》要求,通过深化集体 ...
多地恢复林草机构独立设置,传出哪些重要信号
Di Yi Cai Jing· 2025-10-04 02:58
Core Viewpoint - The restoration of independent forestry and grassland institutions in Hebei province is a significant step towards enhancing regional ecological governance capabilities and stabilizing the grassroots forestry workforce [1][5]. Group 1: Institutional Changes - Multiple counties in Hebei, including Baoding and Zhangjiakou, have reinstated independent forestry and grassland institutions, making them part of the county government [1][4]. - This move is part of a broader initiative to optimize management systems and improve professional capabilities in forestry and grassland resource protection [5][6]. Group 2: Historical Context and Challenges - The restructuring of forestry institutions began after the 2018 reform, which led to the merging of township forestry stations into comprehensive service centers, resulting in a loss of specialized knowledge and capacity [5][7]. - The previous arrangement under the Natural Resources Department diluted the focus on forestry and grassland management, leading to inadequate coverage and enforcement of regulations [7][9]. Group 3: Future Implications - The independent status of the forestry and grassland institutions allows for centralized management of resource protection, planning, and enforcement, enhancing efficiency and effectiveness [6][9]. - Experts emphasize the need for a robust institutional framework to ensure comprehensive ecological protection and sustainable development in the forestry sector [7][9].
特朗普接连挥关税大棒,今日生效,辉瑞被豁免!美联储三把手发声
Sou Hu Cai Jing· 2025-10-01 02:52
Group 1: Tariff Policies - The recent tariff policies announced by Trump include a 25% tariff on heavy trucks, 50% on kitchen cabinets and bathroom sinks, 30% on imported furniture, and a 100% tariff on patented and branded drugs, with implementation occurring just four days after the announcement [3][5] - The 100% tariff on drugs significantly impacts India, which exports $27.85 billion worth of pharmaceuticals, with 31.35% going to the U.S., and 47% of U.S. generic drugs being imported from India [5] - On September 30, Trump granted Pfizer a three-year exemption from the 100% drug tariff, causing Pfizer's stock price to rise, highlighting a perceived double standard in tariff application [7] Group 2: Impact on Industries - The film industry is facing a proposed 100% tariff, which could complicate international distribution and negatively affect Hollywood, as over half of its revenue comes from overseas markets [9] - New tariffs on softwood lumber and wood products, including a 10% tariff on imported softwood and a 25% tariff on cabinets and bathroom vanities, will primarily affect Canadian suppliers and could lead to increased costs for U.S. consumers [10] - The overall tariff strategy appears to be broad, potentially affecting various industries, with concerns that domestic production may not meet demand, leading to price increases for consumers [12] Group 3: Federal Reserve Response - Following the Federal Reserve's interest rate cut on September 18, there has been internal disagreement, with some members advocating for a more significant cut to support the labor market [14][16] - The New York Fed President, Williams, indicated support for moderate rate cuts to protect employment and manage inflation, while acknowledging the limited impact of tariffs on inflation so far [16][18] - The Fed faces a balancing act between controlling inflation and supporting employment, with market expectations leaning towards another rate cut in October [18][20]
林业板块9月30日跌0.78%,ST景谷领跌,主力资金净流出920.72万元
Group 1 - The forestry sector experienced a decline of 0.78% on September 30, with ST Jinggu leading the drop [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] - Key stocks in the forestry sector showed mixed performance, with Pingtan Development rising by 0.85% and ST Jinggu falling by 5.01% [1] Group 2 - The net outflow of main funds in the forestry sector was 9.21 million yuan, while retail investors saw a net inflow of 11.06 million yuan [1] - Detailed fund flow data indicated that Fujian Jinsen had a main fund inflow of 2.01 million yuan, but a net outflow from retail investors of 396,500 yuan [2] - ST Jinggu experienced a significant main fund outflow of 4.07 million yuan, with retail investors contributing a net inflow of 2.54 million yuan [2]
《特殊商品》日报-20250930
Guang Fa Qi Huo· 2025-09-30 02:41
Report Industry Investment Ratings - Not provided in the given content Core Views Glass and Soda Ash - The overall supply - demand pattern of soda ash is still bearish, and a short - selling strategy during rebounds is recommended. For glass, the industry needs capacity clearance to solve the over - supply problem. In the fourth quarter, the implementation of policies and the load regulation of soda ash plants should be tracked [1]. Logs - The log market is in a volatile pattern. With the approaching of the "Golden September and Silver October" season, the improvement of shipment volume should be observed. Currently, the market lacks a strong upward driving force, and it is expected to fluctuate within a narrow range in the short term [3]. Industrial Silicon - From September to October, the supply of industrial silicon is increasing, and the balance is shifting to a more relaxed state. In the short term, the upward driving force is insufficient, and the price may fluctuate between 8,000 - 9,500 yuan/ton. Attention should be paid to the production reduction rhythm of silicon material enterprises and Sichuan - Yunnan industrial silicon enterprises in the fourth quarter [4]. Polysilicon - The supply - side regulation effect of polysilicon is not as expected, and the over - capacity pattern remains unchanged. Before the National Day holiday, the price is expected to fluctuate within a range of 48,000 - 53,000 yuan/ton. Policies on capacity clearance and industry storage, as well as the actual operation rate and production reduction implementation of polysilicon enterprises, should be followed [5]. Natural Rubber - Before the holiday, the natural rubber market has no obvious long - short contradictions, and the trading atmosphere is cautious. The price is expected to be weakly volatile in the short term, with the 01 contract ranging from 15,000 - 16,500 yuan/ton. The raw material output in the peak - production period of the main producing areas and the possible impact of La Nina should be monitored [6]. Summary by Related Catalogs Glass and Soda Ash Prices and Spreads - Glass prices in different regions remained unchanged, while glass futures contracts 2505 and 2509 declined. Soda ash prices in different regions were stable, and the soda ash 2509 contract decreased slightly. The basis of some contracts increased [1]. Supply - Soda ash production rate and weekly output decreased. Photovoltaic daily melting volume and the price of 3.2mm coated film remained unchanged [1]. Inventory - Glass inventory decreased slightly, soda ash factory inventory decreased, and soda ash delivery warehouse inventory increased. The number of days of soda ash inventory in glass factories remained unchanged [1]. Market Situation - The over - supply problem still exists. Although the factory inventory has decreased, the inventory has actually transferred to the middle and lower reaches. The weekly production remains high, and the demand is mainly for rigid needs. For glass, the deep - processing orders are still weak [1]. Logs Futures and Spot Prices - Some log futures contracts fluctuated slightly, and the prices of some spot logs increased. The basis of some contracts increased [3]. Supply - The monthly port shipment volume and the number of departing ships from New Zealand to China, Japan, and South Korea decreased. The inventory in major ports decreased [3]. Demand - The average daily shipment volume increased [3]. Market Situation - The log market is in a volatile state, with low trading volume. The short - term upward driving force is lacking [3]. Industrial Silicon Spot Prices and Basis - The prices of some industrial silicon products decreased slightly, and the basis of some products increased [4]. Monthly Spreads - Some monthly spreads of industrial silicon contracts changed significantly [4]. Fundamental Data - The production of industrial silicon, organic silicon DMC, and polysilicon increased, while the production of recycled aluminum alloy decreased. The export volume of industrial silicon increased [4]. Inventory - The inventory in Xinjiang decreased, while the inventory in Yunnan and Sichuan increased slightly. The social inventory remained unchanged [4]. Market Situation - The supply of industrial silicon is increasing, and the balance is becoming more relaxed. The price may fluctuate in a certain range in the short term [4]. Polysilicon Spot Prices and Basis - The average prices of N - type polysilicon products were mostly stable, and the basis of N - type materials increased [5]. Futures Prices and Monthly Spreads - The main futures contract of polysilicon decreased, and some monthly spreads changed significantly [5]. Fundamental Data - The weekly and monthly production of polysilicon increased. The import and export volumes of polysilicon and silicon wafers changed [5]. Inventory - The polysilicon inventory increased, and the silicon wafer inventory decreased [5]. Market Situation - The over - capacity problem of polysilicon persists, and the price is expected to fluctuate within a certain range before the holiday [5]. Natural Rubber Spot Prices and Basis - The prices of some natural rubber products decreased, and the basis and non - standard price difference changed [6]. Monthly Spreads - Some monthly spreads of natural rubber contracts changed significantly [6]. Fundamental Data - The production of natural rubber in some countries in July changed. The tire production in August increased, while the tire export decreased. The import of natural rubber increased [6]. Inventory - The bonded area inventory and factory futures inventory of natural rubber decreased [6]. Market Situation - Before the holiday, the natural rubber market is in a volatile state. The supply may increase due to reduced rainfall in Southeast Asia, and the demand faces export and domestic sales pressure [6].
古法晒虾、板栗烧鸡 各地宝藏秋日鲜味已上桌
秋风起,蟹脚痒,又到了品尝大闸蟹美味的时节。前几天(26日),阳澄湖大闸蟹正式开捕。 上午10点,随着开捕号令的下达,一年一度的阳澄湖大闸蟹围网捕捞拉开帷幕。船舷边,蟹农们熟练地拉起蟹笼,一只只青背白肚的大闸蟹争相出笼。 为了保障螃蟹的鲜度,在开捕现场,当地加派了数十个物流装车发运口,直接对接蟹塘。刚捕捞的大闸蟹即刻装入新型冷链转运车,直达消费者餐桌。 据苏州市农业农村局公布,今年阳澄湖大闸蟹产量达1.035万吨左右,比去年增长450吨。预计国庆中秋假期过后,阳澄湖大闸蟹将迎来大规模批量上市。 鲍鱼迎丰收 金秋蟹正肥 阳澄湖开捕迎"丰"景 凌晨出海抢"头鲜" 除了大闸蟹,秋季开海还带来了丰富的海鲜选择。山东荣成市是我国重要的鲍鱼产区,眼下正是鲍鱼丰收的时节。 在山东荣成爱莲湾海域的一艘鲍鱼运输船上。凌晨4点钟,大家已经在捞鲍鱼。箱子里面装的一层一层的就是鲍鱼。它们平时都是被拴在绳子底下,需要的 时候就把它们打捞上来。 海面上,渔民的头灯在微亮的天色下闪烁,格外醒目。大家各自忙活着,有的在收鲍鱼,有的在给鲍鱼投喂龙须菜。随着天色渐亮,满载鲍鱼的运输船陆续 靠岸,新鲜鲍鱼被转运到车间进行分拣,然后送往市场销售。 ...
林业板块9月29日跌0.77%,ST景谷领跌,主力资金净流出5097.68万元
从资金流向上来看,当日林业板块主力资金净流出5097.68万元,游资资金净流入2734.0万元,散户资金 净流入2363.68万元。林业板块个股资金流向见下表: 证券之星消息,9月29日林业板块较上一交易日下跌0.77%,ST景谷领跌。当日上证指数报收于3862.53, 上涨0.9%。深证成指报收于13479.43,上涨2.05%。林业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) | | --- | --- | --- | --- | --- | --- | | 000592 | 平潭发展 | 3.52 | 0.86% | 159.53万 | 5.53亿 | | 000663 | 永安林业 | 6.54 | 0.46% | 5.15万 | 3340.13万 | | 002679 | 福建金森 | 10.57 | -0.28% | 6.36万 | 6654.44万 | | 600265 | ST景谷 | 25.37 | -4.98% | 1.58万 | 4036.55万 | 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310104345710 ...
周大福投资再度驰援ST景谷 这次无偿赠送算力公司
Mei Ri Jing Ji Xin Wen· 2025-09-28 13:01
Core Viewpoint - Chow Tai Fook Investment Holdings Limited is providing significant support to ST Jinggu by transferring 51% of its subsidiary, Shanghai Boda Digital Technology Co., Ltd., to the listed company without any payment or obligations, while also offering a loan of 60 million yuan to improve liquidity [1][2]. Group 1: Historical Issues - ST Jinggu's core subsidiary, Huiyin Wood Industry, which previously contributed 90% of its revenue, is facing severe financial distress, with all nine bank accounts frozen and production lines halted due to multiple legal disputes totaling 146 million yuan, representing 153.31% of the company's net assets [2]. - To mitigate the debt and operational risks associated with Huiyin Wood Industry, Chow Tai Fook Investment is acquiring 51% of its shares and will cover any losses incurred by ST Jinggu related to this subsidiary [2]. Group 2: Current Financial Situation - ST Jinggu is in a precarious financial position, needing to increase its main business revenue to avoid delisting risks, especially after the divestment of Huiyin Wood Industry [2]. - Chow Tai Fook Investment's injection of computing assets aims to establish a dual business model of "computing power + forestry" to enhance ST Jinggu's revenue base [2]. Group 3: Future Prospects - The newly injected asset, Boda Digital Technology, was established on April 28 this year with a registered capital of 300 million yuan and is currently fully owned by Chow Tai Fook Investment [2]. - Boda Digital Technology has generated revenue of 640.61 million yuan and a net profit of 220.07 million yuan from May to July, with a net asset value of 197 million yuan as of the end of July [3][4]. - The company operates 135 computing power devices, primarily leased to a single client under a 60-month contract, indicating a need for further client diversification and operational capacity [4].