天眼查App显示，近日，青岛鑫铁成能源科技有限公司成立，法定代表人为庄文胜，注册资本500万人 民币，由青岛鑫铁成汽车配件有限公司全资持股。 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；电气信号设备装置销 售；软件开发；铁路运输基础设备销售；信息技术咨询服务；轨道交通专用设备、关键系统及部件销 售；轨道交通通信信号系统开发；智能控制系统集成；铁路运输辅助活动；轨道交通运营管理系统开 发；轨道交通绿色复合材料销售；高铁设备、配件销售；软件外包服务；资源循环利用服务技术咨询； 轨道交通工程机械及部件销售；物联网技术服务；软件销售；区块链技术相关软件和服务；人工智能基 础资源与技术平台；信息系统集成服务；人工智能应用软件开发；人工智能公共服务平台技术咨询服 务；工程技术服务（规划管理、勘察、设计、监理除外）；会议及展览服务；新材料技术推广服务；网 络技术服务；数据处理和存储支持服务；网络与信息安全软件开发；人工智能公共数据平台；互联网数 据服务；水利相关咨询服务；科技中介服务；数据处理服务；大数据服务；广告发布；广告制作；广告 设计、代理；信息安全设备销售；网络设备销售。（除依法须经批准的 ...

天眼查App显示，近日，佳木斯农高区铁路物流有限公司成立，法定代表人为徐斌，注册资本1000万人 民币，由佳木斯农高区投资发展集团有限公司全资持股。 序号股东名称持股比例1佳木斯农高区投资发展集团有限公司100% 经营范围含许可项目：公共铁路运输；道路货物运输（不含危险货物）；住宿服务；住宅室内装饰装 修；食品销售；水路普通货物运输；国际道路货物运输；道路货物运输（网络货运）；公路管理与养 护。机动车修理和维护；国际货物运输代理；国内货物运输代理；陆路国际货物运输代理；海上国际货 物运输代理；航空国际货物运输代理；国内集装箱货物运输代理；运输货物打包服务；道路货物运输站 经营；铁路运输辅助活动；普通货物仓储服务（不含危险化学品等需许可审批的项目）；供应链管理服 务；电动汽车充电基础设施运营；集中式快速充电站；物业管理；互联网销售（除销售需要许可的商 品）；装卸搬运；包装服务；信息技术咨询服务；非居住房地产租赁。 企业名称佳木斯农高区铁路物流有限公司法定代表人徐斌注册资本1000万人民币国标行业交通运输、仓 储和邮政业>铁路运输业>铁路旅客运输地址黑龙江省佳木斯市建三江原建三江收费站办公楼企业类型 有限责任公司 ...

7月2日，中国物流与采购联合会发布的2025年6月份中国物流景气指数为50.8%，环比回升0.2个百分 点。从分项数据看，业务总量和服务价格双双回升。 不过分析也指出，今年全国多地进入汛期较早，异常天气较多，局地持续高温和强降雨过程对物流高效 畅通带来一定压力，建议做好运力保障方案和应急预案。同时，行业企业盈利能力和资金周转仍存在压 力，建议增强物流"走出去"预判分析，持续优化市场秩序。 对于改善企业经营活力和提升盈利能力，专家建议增强物流"走出去"预判分析，多措并举治理行业"内 卷式"竞争，持续优化市场秩序。 前述专家指出，部分地区调研企业反映航空物流业务中，应季果蔬、冷链花卉不仅业务总量保持回升， 新订单业务量也保持回升态势。 服务价格回升但盈利能力持续承压 服务价格方面，分行业看，铁路运输业、道路运输业、水上运输业、航空运输业、邮政快递业物流服务 价格指数分别回升0.2个、0.1个、0.4个、0.2个和0.2个百分点。 "尽管服务价格有所回升，但面临'内卷式'竞争和经营压力持续上升，盈利能力和资金周转仍存在压 力。"中国物流信息中心的专家表示。 数据显示，6月份主营业务成本指数环比上升0.3个百分点，铁 ...

转自：新华财经 【重点关注】 •据市场监管总局消息，总局近日全面开展2025年产品质量国家监督抽查工作，将对164种产品开展国家监督抽查，在生产、流通、平台广泛抽取样品，共计 1.6万余批次。2025年产品质量国家监督抽查坚持以问题为导向，进一步突出民生属性。儿童学生用品仍然是抽查重点；充电宝、电动自行车、燃气用具等 产品抽查批次数大幅提升；围绕保障新兴产业健康有序发展，将动力电池、无人机、光伏组件、电动汽车充电桩等纳入抽查范围；直播带货等网售产品抽查 力度显著增大，抽查批次较2024年增长70%。 •上海航运交易所发布周度报告，本周，中国出口集装箱运输市场继续呈现调整走势，不同航线市场运价跌多涨少，综合指数下跌。据国家统计局最新发布 的数据显示，5月全国规模以上工业增加值同比增长5.8%，显示出中国工业生产继续保持稳定增长，其中装备制造业和高技术制造业增长较快。6月20日， 上海航运交易所发布的上海出口集装箱综合运价指数为1869.59点，较上期下跌10.5%。 •据国铁集团，今天（21日）3时55分，随着X8155次全程时刻表中欧班列从西安国际港站驶出，全程时刻表中欧班列累计开行突破1000列。自2022 ...

华泰保险集团小股东接连离场。 小股东接连"下车" 公开资料显示，红河物流成立于2001年6月，是中国铁路昆明局集团有限公司全资控股的国有独资企业，总部位于云南省昆明市，主要从事多式联运和 运输代理业，业务涵盖国内贸易、物流服务、货运代理等。 目前，红河物流分别持有华泰保险集团0.3282%股权和华泰人寿0.0585%股权，与此次挂牌转让的股权比例一致。也就是说，如果此次股权转让顺利完 成，红河物流将彻底退出华泰保险集团和华泰人寿的股东行列。 6月10日，云南红河物流有限责任公司（下称"红河物流"）在北京产权交易所挂牌转让所持华泰保险集团1320万股股份，持股比例为0.3282%。每股评估 价格为5.66元，合计评估价值为7471.4万元。 | 同日，红河物流一并转让所持华泰人寿252.3191万股股份，持股比例为0.0585%。每股评估价格为1.16元，合计评估价值为292.01万元。 | | --- | | 标的名称 | 华泰人寿保险股份有限公司252.3191万股股份 | 项目编号 | TJ2025BJ1013353 | | --- | --- | --- | --- | | 招商主体 | 云南红河物流有 ...

本报北京6月5日电 （记者欧阳洁）中国物流与采购联合会5日公布5月份中国物流业景气指数为50.6%， 继续位于扩张区间，消费物流需求增长明显。 分地区看，中部地区和西部地区业务总量指数高于全国平均水平。其中，中部地区装备制造、汽车及零 部件制造，西部地区煤炭物流以及化学化工制品物流需求增长势头较好。5月份以旧换新、节假日消费 和居民跨区出行等多重因素利好，促进消费物流需求回升。电商平台调研显示，5月份家电类和通讯3C 类商品物流订单量同比增长10%—15%。 各地加大力度保障物流流通，提升消费体验。5月份邮政快递业业务总量指数为69.4%，环比回升0.8个 百分点。连锁、商超和文旅企业积极备货，普货干线和零担运输业务回升，道路运输业业务总量指数为 51.3%，保持扩张态势。铁路货运提升迎峰度夏能源保障水平，大宗运输需求趋稳，铁路运输业业务总 量指数为54.2%。 物流企业经营活力提升，行业固定资产投资继续回升。从企业经营来看，去年以来，企业资金周转率指 数连续9个月保持50%以上区间，5月份企业资金周转率指数环比回升0.3个百分点，企业库存周转次数 指数环比回升0.2个百分点。5月份小型企业和微型企业主营业务 ...

本报记者 孟珂 "迎峰度夏来临，大宗能源运输需求趋稳，铁路货运保障水平有效提升，铁路运输业业务总量指数为54.2%。"胡焓表示， 但也要看到，部分行业景气度有所波动，航空运输业高位趋缓，航空运输业业务总量指数为52.5%，环比回落2.8个百分点，仓 储业、装卸搬运等行业业务总量指数环比上月回落较为明显。 6月5日，中国物流与采购联合会发布数据显示，2025年5月份中国物流景气指数为50.6%，较4月份回落0.5个百分点。 中国物流与采购联合会副会长何辉向《证券日报》记者表示，5月份物流景气指数反映出全国物流业务需求仍保持扩张态 势，一方面是消费领域物流带动，另一方面是产业物流需求平稳，韧性增强。 数据显示，业务总量指数为50.6%，保持扩张区间运行。分地区来看，三大地区业务总量指数均在扩张区间。其中，中部 地区和西部地区业务总量指数高于全国，分别为51.1%和52.8%。 中国物流信息中心副总经济师胡焓在接受《证券日报》记者采访时表示，中部地区装备制造、汽车及零部件制造，西部地 区煤炭物流以及化学化工制品物流增长势头较好，对物流需求增长起到支撑作用。同时，东部地区业务总量指数小幅回升0.1个 百分点，有一定的 ...

Group 1: Manufacturing Sector - The manufacturing PMI for May 2025 is reported at 49.5%, a 0.5 percentage point increase from the previous month, aligning with market expectations[2][4] - The production index rose to 50.7%, up 0.9 percentage points from last month, indicating a recovery in production activities[5][14] - New orders index increased to 49.8%, up 0.6 percentage points, reflecting improved demand conditions[5][14] - High-tech manufacturing PMI stands at 50.9%, while energy-intensive industries continue to decline, with a PMI of 47.0%[6][19] Group 2: Service and Construction Sectors - The service sector PMI slightly increased to 50.2%, driven by the "May Day" holiday effect, with significant activity in tourism and hospitality[31][32] - The construction sector PMI is at 51.0%, down 0.9 percentage points, indicating a slowdown in expansion due to housing demand constraints, although infrastructure projects are accelerating[35][36] - Special bonds issuance in May reached 443.2 billion yuan, significantly higher than April's 230.1 billion yuan, supporting investment in infrastructure[35]

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - In May 2025, the temporary easing of China-US trade negotiations led to the release of previously postponed production demand, driving the PMI to rise. However, there is still uncertainty about the tariff outlook, and the recovery of new orders is relatively slow. The domestic off - season effect is becoming more prominent, and the contribution of domestic demand to new order growth has decreased compared to April [3][9]. - For the bond market, the fundamental conditions still provide support. Considering the historical experience of trade frictions from 2018 - 2019, there may be fluctuations in subsequent tariff policy negotiations. The uncertainty of external conditions may affect expectations, production, and inventory - stocking intentions and rhythms. The "rush - to - export" elasticity in May is not significantly higher than that in April, and the year - on - year increase in May's exports may be lower than expected. In the traditional off - season, the potential for unexpected growth in domestic demand in May is limited, so the bond market is still supported. Attention should be paid to the data verification in June and potential "expectation gaps" [3][41]. 3. Summary by Directory 3.1 Manufacturing PMI: External Disturbances Ease, PMI Moderately Recovers 3.1.1 Supply and Demand: Tariff Disturbances Ease, Production Accelerates Recovery - In May, production increased by 0.9 pct month - on - month to 50.7%, returning to the expansion range. The easing of Sino - US economic and trade negotiations in mid - May slowed the decline in exports, and the demand for existing foreign trade orders was released in an orderly manner, accelerating the production and procurement rhythms compared to April. The procurement volume index increased by 1.3 pct month - on - month to 47.6%, and imports increased by 3.7 pct month - on - month to 47.1%, with the decline significantly narrowing [16]. - Demand stabilized in May, and new orders improved moderately. New orders increased by 0.6 pct month - on - month to 49.8% but remained in the contraction range. After the easing of trade negotiations, export orders recovered marginally, reducing the contraction of new orders. However, the difference between "new orders - new export orders" narrowed, and domestic demand orders decreased due to the off - season, which may limit the recovery of new orders [19]. 3.1.2 Foreign Trade: Negotiations Ease, New Export Orders are Concentratedly Released - In May, the easing of tariff negotiations led to the release of overseas order increments. New export orders and imports increased by 2.8 pct and 3.7 pct month - on - month to 47.5% and 47.1% respectively, with their elasticity restored. Combining the month - on - month changes in April and May, both were better than the same period in previous years, indicating a wider improvement in the foreign trade prosperity of manufacturing enterprises in May [26]. 3.1.3 Price: External Disturbances Narrow, Price Decline Slows - In May, the impact of the traditional off - season became more evident, and the prices of upstream bulk commodities remained weak, causing prices to decline slightly. The purchase price of raw materials and the ex - factory price both decreased by 0.1 pct month - on - month to 46.9% and 44.7% respectively. Although the price continued to weaken marginally, the narrowing of external disturbances slowed the price decline [31]. 3.1.4 Inventory: Increased Procurement Boosts Raw Material Replenishment, and Products are Rapidly De - stocked - In May, with the acceleration of procurement, raw material inventories increased, and downstream de - stocking accelerated. The easing of the negotiation situation accelerated the shipment of downstream exports, and finished product inventories decreased by 0.8 pct month - on - month to 46.5%. As the production rhythm recovered, the material procurement volume increased month - on - month, and raw material inventories increased by 0.4 pct month - on - month to 47.4% [35]. 3.2 Non - manufacturing PMI: The Drag of Real Estate Construction May Continue to Expand, and the Service Industry during the Holiday Season Shows Many Highlights - In May, the non - manufacturing PMI was 50.3%, a month - on - month decrease of 0.1 pct. Among them, the service industry PMI increased by 0.1 pct month - on - month to 50.2%, and the construction industry PMI decreased by 0.9 pct month - on - month to 51.0%, with the expansion continuing to slow due to the drag of real estate construction demand [36]. 3.2.1 Construction Industry - In May, the construction industry PMI continued to decline, while infrastructure demand further strengthened. The new export orders of civil engineering construction rose above 60%, significantly driving the industry PMI to climb for two consecutive months and reach above 62%. The easing of trade negotiations boosted the acceleration of overseas infrastructure investment to some extent. However, the overall construction industry PMI continued to decline, indicating that the activity rhythm of the housing construction industry may have further contracted in May [2][36]. 3.2.2 Service Industry - Holiday consumption boosted the improvement of the service industry PMI. In May, the expansion of the service industry PMI accelerated slightly. The production and new order indices of the information service industry maintained strong expansion. The release of consumption demand during the May Day holiday significantly increased the month - on - month PMI of railway, air, and water transportation industries. The accommodation and catering industries rose above the boom - bust line, ending three consecutive months of contraction [2][36].

Manufacturing Sector - The manufacturing PMI for May 2025 is reported at 49.5%, a significant increase of 0.5 percentage points from the previous month, aligning with market expectations[2][4] - The production index rose to 50.7%, up 0.9 percentage points from last month, indicating a recovery in production activities[5][14] - New orders index increased to 49.8%, up 0.6 percentage points, reflecting improved demand conditions[5][14] - High-energy industries continue to decline, with the PMI dropping to 47.0%, down 0.7 percentage points, indicating ongoing challenges in these sectors[6] External Trade - The new export orders index rose to 47.5%, a significant increase of 2.8 percentage points, indicating a recovery in export activities following tariff reductions[21] - The import index increased to 47.1%, up 3.7 percentage points, suggesting improved import conditions[21] Service Sector - The service sector PMI increased slightly to 50.2%, up 0.1 percentage points, remaining in the expansion zone, driven by increased tourism and hospitality activities during the May Day holiday[31] Construction Sector - The construction PMI is at 51.0%, down 0.9 percentage points, indicating a slowdown in expansion primarily due to weakened housing demand, although infrastructure projects are accelerating[35] - Special bond issuance has increased significantly, with 443.2 billion yuan issued in May, up from 230.1 billion yuan in April, supporting investment in infrastructure[35]