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“苏超”火爆出圈,“粤超”、“川超”接踵而至,透露哪些信号?一文详解(附公司)
财联社· 2025-06-14 13:55
近期受到"苏超"热度影响,足球相关概念反复活跃。 自5月10日开幕以来, 江苏省城市足球 联赛("苏超") 吸引了大批球迷前往观赛,也带动6个主场城市文旅消费总额大幅增长。 以下文章来源于财联社早知道 ,作者财联社VIP 财联社早知道 . 准确、快速、权威、专业 由于原定比赛场地很难满足观赛需要, 日前,江苏多个城市申请更换成更多座位、灯光草 皮等条件更好的比赛场地 。官方数据显示,"苏超"目前已吸引了超过18万名球迷涌入各个 主场城市现场观赛,上座率堪比职业足球联赛。 随着"苏超"的火爆出圈,有网友通过问政四川平台留言呼吁四川举办类似的足球赛事。对 此,四川省体育局答复称,"巴蜀雄起杯"川超联赛将借鉴"苏超"联赛的健康发展经验,完 善赛事体系,强化监管,推动公平竞赛,并动员社会力量参与,促进群众足球与校园足球发 展,助力全民健身。 此外,广东省足协官网发布通知,2025赛季"粤超"计划于7月至10月 期间举行,共将有16支球队参赛,目前处于预报名阶段。 银河证券社服团队指出,自2019年国务院发布《体育强国建设纲要》以来,政策对体育赛 道支持度持续提升,叠加体育消费主力以青年群体为主,共同推动体育产业规模由 ...
华源晨会-20250612
Hua Yuan Zheng Quan· 2025-06-12 13:34
证券研究报告 投资要点: 资料来源:聚源,华源证券研究所,截至2025年06月12日 华源晨会精粹 20250612 北交所 同力股份(834599.BJ)点评:无人矿车打开长期增长空间,独具成长与红利双 重属性。2024 年中国自动驾驶矿卡的总出货量约为 1,400 辆,2026 年预计将增加 至约 5,500 辆。2024 年全球自动驾驶矿卡的总出货量约为 2,100 辆,2026 年预计 将增加至约 8,700 辆。纵观全球市场需求,中东、澳大利亚及南美洲亦属全球主要 的煤炭、铜及锂等重要资源供应地,为自动驾驶矿卡解决方案的部署提供了重大机 会,有望于未来几年内在推动全球市场扩张方面发挥重要作用。公司与易控智驾、 伯镭科技深度合作,截至 2024 年同力股份无人驾驶车型交付约 700 多台、线控底盘 预估占国内市场一半以上的份额。2024 年 5.49%股息率积极回报投资者,是截至目 前唯一入选中证红利指数的北交所上市企业,当前以 0.8070%权重位列中证红利指 数第 79 位。看好公司未来发展的可持续性,上调至"买入"评级。 风险提示:工程机械行业波动风险、技术更新和产品开发风险、公司无实际控制人 ...
聚焦NHNE展会:解码诚志生命科技的品牌觉醒
Huan Qiu Wang· 2025-05-28 11:22
【环球网财经报道 马牧野】2025年5月21至23日,NHNE中国国际健康营养博览会在广州举行。本届展会汇集了全球超过1200家相关企业参展,吸引专业观 众到场累计超过10万人次。在诚志生命科技有限公司的展区内,一盒盒印有"力搏士®D-核糖冲剂"的产品吸引了与会展商与观众的目光,该产品不仅是国内 首款获批的以D-核糖为主要功效成分的、具有抗疲劳和耐缺氧双功能的保健食品,更是凭借其改善心肌能量代谢紊乱的卓越功效,在心脏保护领域,正悄 然掀起一场静默的重大变革。 作为该款产品背后的推动者,诚志生命科技有限公司董事长高润香在会议同期举行的第十五届"特殊营养食品及特殊膳食"论坛上,以《D-核糖:助力心血管 慢病管理的临床新策略》为题,用详实的数据、完备的科研逻辑和产业实践案例,向业界传递了一个重要信号:D-核糖,可能正在改写人类对抗心血管疾 病的传统路径。 从实验室到临床,从运动场到病床,D-核糖的故事正在突破传统健康产业的边界,而高润香与她的团队,正致力于用科学和商业的双重力量,推动这场变 革的发生。本届NHNE中国国际健康营养博览会期间,环球网就D-核糖的发展过往和未来,对高润香进行了独家专访。 科学信仰:以效果 ...
变盘在即 紧盯成交量与主力资金
Chang Sha Wan Bao· 2025-05-22 11:12
Market Overview - On May 22, A-shares experienced a collective pullback, with the Shanghai Composite Index down 0.22% closing at 3380.19 points, the Shenzhen Component Index down 0.72% at 10219.62 points, and the ChiNext Index down 0.96% at 2045.57 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.1027 trillion yuan, a decrease of 70.8 billion yuan compared to the previous day [1] - The market showed a broad decline across various sectors, with notable drops in battery, non-metal materials, engineering consulting services, automotive services, professional services, beauty care, instrumentation, electronic chemicals, and food and beverage sectors [1] Sector Performance - The banking sector index reached a historical high, contrasting with the overall market decline [1] - The military and banking sectors were the best performers, with military stocks benefiting from U.S. President Trump's announcement regarding the "Iron Dome" missile defense system, which is set to be operational in three years [2] - The banking sector's rise was supported by the continuation of interest rate cuts and its role in stabilizing the market [2] Technical Analysis - The Shanghai Composite Index is approaching a critical point, with the 5-day moving average about to cross below the 10-day moving average, indicating potential volatility ahead [2] - There are two possible scenarios for the upcoming trading days: either a breakout with increased volume leading to a bullish trend or a lack of upward momentum resulting in a bearish trend [2] - Concerns include reduced trading volume and a net outflow of over 41.2 billion yuan from major funds on May 22, which could indicate a downward trend if these conditions persist [2] Company Spotlight: Jiuzhitang - Jiuzhitang, a company specializing in the production and sales of hepatitis and blood supplement medications, saw its stock rise by 3.88% on a day when only 15 out of 146 stocks in the region increased [3] - The company reported earnings per share of 0.14 yuan and a net profit of 116.5485 million yuan for Q1 2025, with a year-on-year net profit growth rate of -19.40% [3] - Jiuzhitang has successfully removed its ST designation and is progressing with clinical research on stem cell treatments, having established a GMP-compliant stem cell R&D production base in Beijing [3]
售价5年暴涨约6倍,“疯狂的复方枣仁胶囊”背后发生了什么?
Hu Xiu· 2025-05-21 13:06
"贵到离谱。"两三亿中国人、近四成成年人都可能有需求的这款药,短短几年间,价格从一盒约20元,一路狂飙到100多元。 这一现象并非孤例,网友金小米在网上分享了过去几年的购药订单,通过订单记录对比发现,12粒装复方枣仁胶囊2020年曾低至约20元一盒(瓶),而如 今有的渠道一盒(瓶)竟接近150元,5年暴涨约6倍。 | | 5篇装 希尔安复方枣仁胶囊12 ¥106.87 | | | --- | --- | --- | | | 标准装 | +112.6 | | | | X7 | | | 本品由阿里健康大药房医药连锁有限公司卖 | | | | 闲鱼转卖 申请售后 | 加入购物车 | | 实付款 √ | | ¥106.87 | | 订单编号 | 11512944032 复制 | | | 收货信息 | 金*, 13918f 工酒 上图中 黄浦区 | | | 天猫积分 | 狭得53点积分 > | | | 支付宝交易号 | 20200729220011202 | | | 创建时间 | 2020-07-29 22:35:17 | | | 付款时间 | 2020-07-29 22:35:22 | | 网友金小米2020年订单显 ...
前瞻产业研究院晨会-20250519
Hua Yuan Zheng Quan· 2025-05-19 13:31
Investment Insights - The pharmaceutical sector shows positive momentum with a 1.27% increase in the pharmaceutical index, outperforming the CSI 300 index by 0.16% [3][6] - Long-term growth potential is highlighted for Changchun High-tech, which has maintained a revenue scale above 10 billion despite industry pressures [8][9] - The report suggests focusing on innovative drugs and companies with low valuations, such as Changchun High-tech and Kunming Pharmaceutical [11] Pharmaceutical Sector - The pharmaceutical index saw 345 stocks rise and 138 fall, with notable gainers including Tuoxin Pharmaceutical (+45.03%) and Yong'an Pharmaceutical (+32.05%) [7] - The report emphasizes the importance of innovation in the pharmaceutical industry, with significant R&D investments expected to yield results [9][10] - Key recommended stocks include Xintai, Yipin Hong, and Huana Pharmaceutical, among others [11] Media and Internet Sector - The media sector is experiencing a shift with major companies like Tencent and Alibaba revealing stable core business performance while integrating AI into their operations [13][14] - The report highlights the expansion of IP and trendy toy companies, suggesting a focus on high-growth areas such as card games and collectibles [15] - The overall media industry remains in a phase of adjustment, with recommendations to continue exploring new channels and content [22] Agriculture and Livestock Sector - The report indicates a weak trend in pig prices, with current prices at 14.58 RMB/kg, and a cautious sentiment in the market [23][24] - The outbreak of avian influenza in Brazil is expected to boost domestic chicken prices, with current prices showing signs of recovery [25] - The focus is on high-quality livestock breeding companies, with recommendations for leading firms like Muyuan Foods and Wens Foodstuffs [24][32] Metals and New Materials Sector - The aluminum market is experiencing price increases due to supply-side factors and the easing of US-China tariffs, with prices expected to rebound to around 20,500-21,000 RMB/ton [4] - The report notes that copper prices are expected to remain stable, influenced by macroeconomic factors and trade negotiations [4] Public Utilities and Environmental Sector - The report suggests increasing allocations to public utilities and power equipment, with improvements in energy storage profitability expected [5] - The energy sector is poised to benefit from new regulations and a stable profit model for grid companies [5] North Exchange Sector - The electrolyte beverage market is projected to grow significantly, driven by an increase in sports participation rates in China [35] - Companies like Kangbiter are highlighted for their innovative products in the electrolyte drink segment, which is expected to see substantial growth [35]
今年来3家上市湘企成功摘去ST或*ST
Chang Sha Wan Bao· 2025-05-18 11:27
Group 1 - As of May 16, three ST companies, *ST Aonong, ST Muyao, and *ST Kexin, announced the removal of their ST labels, bringing the total number of companies that have "un-capped" this year to over 20 [1] - In April and May, three listed companies from Hunan successfully removed their ST labels, with two more applying for the same [1] - The three Hunan companies that successfully "un-capped" are Bubugao, Jiuzhitang, and Youkeshu [1] Group 2 - ST Bubugao successfully "un-capped" on April 21, attributed to successful restructuring and the introduction of the Pang Donglai model, enhancing its competitive advantage [1] - ST Bubugao's fresh product category gross margin increased to 22%, exceeding the industry average by 15 percentage points, and its unique brand ratio in shopping centers is expected to reach 31% by 2024 [1] - For Q1 2025, ST Bubugao reported earnings per share of 0.04 yuan and a net profit of 119.04 million yuan, with a year-on-year growth rate of 488.44% [1] Group 3 - ST Jiuzhitang successfully "un-capped" on May 7, focusing on the production and sales of hepatitis and blood supplement series drugs [2] - The company rectified internal control deficiencies that led to a negative audit opinion last year, and announced a cash dividend of 3 yuan per 10 shares, totaling 250 million yuan [2] Group 4 - *ST Youkeshu completed its restructuring and changed its name to "Youkeshu," focusing on B2C cross-border e-commerce [2] - The company reported a debt restructuring gain of 210 million yuan, with a net profit of 17,290 yuan for Q1 2025, reflecting a year-on-year growth rate of 105.80% [2] Group 5 - *ST Kaiyuan announced a cash asset donation of 230 million yuan from an affiliate, leading to a positive net asset position by the end of 2024 [3] - *ST Jingfeng is in the pre-restructuring phase and has applied to remove its delisting risk warning after achieving a positive net asset position for 2024 [3]
红菜头正在成为“中产通行证”
FBIF食品饮料创新· 2025-05-06 00:31
Core Viewpoint - The article discusses the rise of "superfoods" in the market, highlighting their marketing appeal and the trend of food brands incorporating these ingredients into their products to attract consumers [5][19][33]. Group 1: Definition and Popularity of Superfoods - "Superfood" is a vague term originating from the West, referring to foods rich in certain nutrients, but lacks a strict scientific definition [13][15]. - The popularity of superfoods has surged recently, with various brands launching products featuring ingredients like kale, beetroot, and turmeric, which are marketed for their health benefits [6][7][10]. - A significant factor in the rise of superfoods is a 2022 article from Harvard Health that listed ten superfoods, which gained traction on social media and contributed to the perception of these foods as health-enhancing [20][23]. Group 2: Market Trends and Brand Strategies - In the past year, many food and beverage brands have introduced new products centered around superfoods, with notable examples including Heytea's kale-based drink and various offerings from other tea brands [6][7][10]. - The trend has expanded beyond beverages to include snacks and meal replacements, with brands like White Elephant and Wang Baobao launching products that emphasize the health benefits of superfoods [10][26]. - Social media data indicates that the most common associations with superfoods have shifted from weight loss to nutrition, reflecting a broader acceptance of these ingredients in everyday diets [29]. Group 3: Historical Context and Marketing Dynamics - The article traces the historical context of superfoods, noting that many have undergone similar marketing transformations in the past, such as bananas and avocados, which were once considered difficult to sell but became popular through strategic marketing [35][37]. - The marketing of superfoods often emphasizes their health benefits while downplaying their historical challenges in gaining consumer acceptance, suggesting that the appeal of superfoods is as much about marketing as it is about nutrition [33][40].
康缘药业(600557) - 江苏康缘药业股份有限公司关于2025年第一季度主要经营数据的公告
2025-04-29 09:20
证券简称:康缘药业 证券代码:600557 公告编号:2025-019 江苏康缘药业股份有限公司 关于 2025 年第一季度主要经营数据的公告 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。 江苏康缘药业股份有限公司(以下简称"公司")根据上海证券交易所发布 的《上海证券交易所上市公司自律监管指引第 3 号—行业信息披露》的相关要求, 现将公司 2025 年第一季度主要经营数据披露如下: 江苏康缘药业股份有限公司董事会 | | | | 毛利 | 营业收入 比上年同 | 营业成本 | 毛利率比上年同期增 | | --- | --- | --- | --- | --- | --- | --- | | 分地区 | 营业收入 | 营业成本 | | | 比上年同 | | | | | | 率(%) | 期增减 | 期增减(%) | 减(%) | | | | | | (%) | | | | 国内销售 | 867,216,343.48 | 222,677,030.89 | 74.32 | -35.79 | -34.35 | 减少 0.57 个 ...