证券代码：601636 证券简称：旗滨集团 公告编号：2025-077 可转债代码：113047 可转债简称：旗滨转债 株洲旗滨集团股份有限公司 关于中长期发展计划相关员工持股计划股票 出售完毕暨终止的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: ??截至本公告披露日，公司第四期员工持股计划所持有的公司股票已全部 出售完毕，其中2025年出售的公司股份数量为2,100股。财产清算和分配工作完 毕后第四期持股计划将自行终止。 ??截至本公告披露日，公司第五期员工持股计划所持有的公司股票已全部 出售完毕，其中2025年出售的公司股份数量为4,102股。财产清算和分配工作完 毕后第五期持股计划将自行终止。 一、相关员工持股计划基本情况 （一）第四期员工持股计划基本情况 日、2022 年 10 月 12 日召开第五届董事会第五次会议和 2022 年第四次临时股东 大会，审议通过了《关于 <株洲旗滨集团股份有限公司中长期发展计划之第四期> 员工持股计划（草案）>及摘要的议案》及相关议案，具体内容详见公司分别于 （ ...

科技出海 1、阿里达摩院多癌早筛AI全球推广，已服务9个国家地区2000万人次 当地时间7月9日，在瑞士日内瓦召开的联合国AI for Good 峰会上，阿里达摩院受邀分享多癌早筛AI的 最新进展。据了解，该技术已覆盖全球9个国家和地区，服务2000万人次，推动AI成为人类社会抗击癌 症的重要工具。 峰会上，达摩院医疗AI实验室多癌筛查负责人、资深算法专家张灵分享了达摩院在新加坡、沙特等国 家的实践案例。 2、Manus总部迁至新加坡 近日，有消息称通用AI智能体公司Manus（主体为 "北京蝴蝶效应科技有限公司"）对旗下部分国内业务 进行裁员，并将核心技术人员迁往新加坡总部，公司目前在中国区的员工总数为120人左右。 7月8日晚，据智通财经报道，Manus方面对此回应称，"基于公司自身经营效率考量，我们决定对部分 业务团队进行调整。公司将继续专注核心业务发展，提升整体运营效率。" 据了解，Manus公司总部已于2025年6月正式迁至新加坡，并在当地启动高薪招聘。 消费出海 1、茶颜悦色官宣出海，以电商形式进军北美 7月9日，茶颜悦色通过其官方微博宣布将以线上电商的形式拓展海外市场，首站定为北美。此次茶颜悦 ...

| | | | | | 纯 碱 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2025/7/3 | 2025/7/9 | 2025/7/10 | | 周度变化 日度变化 | | 2025/7/3 | 2025/7/9 | 2025/7/10 | | 周度变化 日度变化 | | 沙河重碱 | 1200.0 | 1180.0 | 1220.0 | 20.0 | 40.0 | SA05合 约 | 1229.0 | 1257.0 | 1287.0 | 58.0 | 30.0 | | 华中重碱 | 1160.0 | 1160.0 | 1190.0 | 30.0 | 30.0 | S A 0 1合约 | 1209.0 | 1237.0 | 1269.0 | 60.0 | 32.0 | | 华南重碱 | 1400.0 | 1400.0 | 1400.0 | 0.0 | 0.0 | S A 0 9合约 | 1183.0 | 1194.0 | 1231.0 | 48.0 | 37.0 | | ...

| 天然橡胶产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可【2011】1292号 | | | | | | | 2025年7月10日 | | | | 寇帝斯 | Z0021810 | | 现货价格及基差 | | | | | | | 品种 | 7月9日 | 7月8日 | 涨跌 | 涨跌幅 | 单位 | | 云南国营会乱胶(SCRWF):下海 | 13950 | 13950 | 0 | 0.00% | | | 全乳基差(切换至2509合约) | -ਰੇਟ | -32 | -60 | -171.43% | | | 泰标混合胶报价 | 13850 | 13850 | 0 | 0.00% | 元/吨 | | 非标价差 | -195 | -135 | -60 | -44.44% | | | 杯胶:国际市场:FOB中间价 | 47.30 | 47.50 | -0.20 | -0.42% | 泰铢/公斤 | | 胶水:国际市场:FOB中间价 | 54.30 | 54.50 | -0.20 | -0.37% | | | 天然橡胶:胶 ...

Group 1 - Glass futures showed a fluctuating upward trend, with the main contract reaching 1070.00 yuan/ton, an increase of 3.98% [1] - The daily melting capacity of float glass has increased to 158,400 tons, with a total inventory of 69.085 million heavy boxes across sample enterprises, indicating a historically high level [2] - The number of glass futures warehouse receipts decreased by 3 to 799 compared to the previous trading day [3] Group 2 - According to Donghai Futures, the glass daily melting volume has slightly increased week-on-week, but the real estate sector remains weak, leading to a decline in downstream processing orders [4] - Hualian Futures reported that two glass production lines resumed operations and one previously ignited line began production, resulting in a slight recovery in operating rates and weekly output [4] - Despite stable supply, the demand in the off-season is weakening, and while manufacturers' inventory remains high, there is an increasing expectation for the exit of outdated production capacity, which may support market confidence [4]

Group 1 - The report highlights that government subsidies stimulated sales in Q2, leading to continued positive revenue growth. The competitive landscape in the small home appliance sector has improved, driving profit recovery, while leading players in the major appliance sector are helping to concentrate market share, suggesting an increase in holdings [2][29]. - The report recommends focusing on two main investment lines: 1) The improvement in the competitive landscape of small home appliances brings profit elasticity, particularly in the vacuum cleaner sector, which has high growth potential and low penetration rates. The kitchen small appliances sector is gradually returning to growth after two years of decline, with a significant increase in sales during the 618 shopping festival [2][29]. - The report indicates that leading brands in the white goods sector are dominating the current price competition, leading to increased industry concentration. The export performance of major appliance manufacturers is expected to gradually recover as uncertainties around tariff policies are clarified [3][31]. Group 2 - The company Salted Fish's differentiated product, the konjac sauce, achieved over 100 million in monthly sales within 16 months, setting a record for the fastest-selling snack product. The konjac snack segment is still in a high-growth phase, supported by a strong supply chain and channel capabilities [7][8]. - The company is expanding its overseas market presence with its own brand "Mowon," developing localized products based on local tastes, which is expected to drive growth in international markets [8][9]. - The report maintains an "increase holdings" rating for the company, projecting EPS of 2.99, 3.73, and 4.63 for 2025-2027, with a target price of 100.00 yuan based on strong performance in konjac products [7][8].

郑商所玻璃主力合约涨超5%，现报1081元/吨。 ...

Group 1 - The global borosilicate glass industry has entered a high-quality development stage, driven by its importance in laboratories, industrial applications, and household products [1] - The demand for borosilicate glass is expanding due to its applications in various products such as thermometers, lamp shades, syringes, and baby bottles [1] Group 2 - The global borosilicate glass market is projected to reach approximately $4.4 billion by 2024, with a year-on-year growth of 4.6% [3] - The North American region is currently the largest market for borosilicate glass, accounting for nearly half of the global market share [4] Group 3 - By 2030, the global borosilicate glass market is expected to grow to $6.5 billion, benefiting from the development of the global pharmaceutical market and increased penetration in developing countries [6] Group 4 - Key trends in the global borosilicate glass industry include the growing importance of emerging markets, the need for sustainable development, and continuous improvement in production processes [10] - Emerging markets are expected to play a significant role in the growth of the borosilicate glass market due to urbanization and rising income levels [10] - Companies are facing stricter environmental regulations and need to invest in cleaner production methods to reduce waste emissions [10] - Industry leaders are innovating production techniques to enhance efficiency and product quality, utilizing advanced technologies such as AI and big data [10]

黑色建材日报 2025-07-10 钢材 黑色建材组 陈张滢 从业资格号：F03098415 交易咨询号：Z0020771 0755-23375161 chenzy@wkqh.cn 郎志杰 从业资格号：F3030112 0755-23375125 langzj@wkqh.cn 万林新 从业资格号：F03133967 0755-23375162 wanlx@wkqh.cn 赵 航 从业资格号：F03133652 0755-23375155 zhao3@wkqh.cn 螺纹钢主力合约下午收盘价为 3063 元/吨, 较上一交易日跌 0 元/吨（0%）。当日注册仓单 44905 吨, 环 比减少 0 吨。主力合约持仓量为 217.4941 万手，环比增加 6394 手。现货市场方面, 螺纹钢天津汇总价格 为 3160 元/吨, 环比减少 0/吨; 上海汇总价格为 3160 元/吨, 环比增加 10 元/吨。 热轧板卷主力合约收 盘价为 3190 元/吨, 较上一交易日跌 1 元/吨（-0.03%）。 当日注册仓单 64587 吨, 环比减少 0 吨。主力 合约持仓量为 158.2553 万手，环比减少 11138 ...

整体来看，浮法玻璃趋势性下跌行情告一段落，近期成本支撑叠加宏观氛围好转给予盘面一定支撑，但 持续性上涨仍缺乏有力驱动。目前浮法玻璃供需两端大方向上难有根本性扭转，但可以期待政策提振以 及中下游投机性补库导致的盘面波段上涨行情。 （文章来源：期货日报） 6月份，玻璃期货结束了上半年趋势性走弱的行情，进入低位震荡整理阶段。一方面，成本端得到一定 支撑，受地缘政治影响，原油大涨带动能源系产品止跌走强，叠加煤炭"安全生产月"增强浮法玻璃冷修 预期。另一方面，进入淡季后，浮法玻璃需求并没有出现大幅走弱，在前期表现出"淡季不淡"的特征， 玻璃厂挺价意愿较强。7月1日，中央财经委员会第六次会议释放了治理无序竞争、推动落后产能有序退 出、引导干部树立和践行正确政绩观的信号，商品市场迎来普涨，低估值的玻璃也出现了较强的反弹。 从利润来看，据生产成本计算模型，截至上周，以天然气为燃料的浮法玻璃周均利润为-188.68元／ 吨，以煤制气为燃料的浮法玻璃周均利润为85.98元／吨，以石油焦为燃料的浮法玻璃周均利润为-84.76 元／吨。整体来看，浮法玻璃价格已经处于低估值区间，在成本不再下移的情况下，价格下行空间已然 有限。且光伏玻 ...