展会时间：2026年 02 月 17 日-19 日 展会周期：一年一届 展会地点：奥兰多 组展单位：杭州德瑞汇会展服务有限公司 展品范围： 建筑材料： 木材、地板、铝塑板材、PVC、门、窗、幕墙、玻璃、遮阳篷 （伞）；装饰板材；钢材、复合材料等；水泥、混凝土、石膏、密封材料；屋 顶、墙体材料；保温隔热、防水防火材料；石材、陶瓷、瓷砖、地毯；庭院设 施、园林绿化摆设等 美国是全球最大的经济强国，建筑业是其国内的重要经济产业，有相当部 分就是对美国出口贸易来实现的。可以肯定的是，美国建筑建材市场仍然值得 我 们期待。美国拉斯维加斯建材展览会（IBS）更是中国建材建筑企业进军北美 市场的首要平台。 建筑五金：水嘴、水暖器材、暖通管道、PVC 管道及附件、洁具五金配件、门 （包括橱柜壁柜门）窗及门窗五金配件、阀门、紧固件、标准件、钉钉丝网 等 建筑建材机械：建筑工程机械、加工设备、玻璃门窗机械、施工机械、电动与 手动工具、专用车、运输设备、工地防护用品、建筑工地设施等 通风系统：采暖空调、中央吸尘、通风管道、卫浴设备、热水器及配套设备、 厨房设备、建筑照明、灯具灯饰、其他住宅电器等；家庭自动化、庭院、阳 台 栏杆等 ...

Investment Rating - The investment rating for the steel industry is "Positive" [2] Core Viewpoints - The steel sector has shown a 3.90% increase this week, outperforming the broader market, with specific segments like special steel and plate steel also experiencing gains [2][10] - Despite a decrease in iron and steel production, the average daily molten iron output remains above last year's levels, indicating resilience in the market [3][25] - The report highlights the ongoing "anti-involution" policies aimed at stabilizing the market, which may lead to a gradual recovery in steel prices and profitability [3][41] - The demand for steel is expected to stabilize or slightly increase due to government policies supporting real estate and infrastructure investments [3][34] Summary by Sections 1. Market Performance - The steel sector's performance this week was 3.90%, with sub-segments like special steel up by 1.64% and plate steel up by 4.51% [2][10] - Iron ore prices increased by 7.16%, indicating strong demand for raw materials [12] 2. Supply Data - As of July 11, the capacity utilization rate for blast furnaces was 89.9%, down by 0.39 percentage points week-on-week [25] - The total production of five major steel products was 7.61 million tons, a decrease of 1.59% from the previous week [25][30] 3. Demand Data - The consumption of five major steel products was 8.73 million tons, reflecting a week-on-week decrease of 1.38% [34] - The transaction volume for construction steel was 99,000 tons, down 7.04% week-on-week [34] 4. Inventory Levels - Social inventory of five major steel products was 9.14 million tons, a slight decrease of 0.23% week-on-week, but down 29.02% year-on-year [41][39] - Factory inventory increased to 4.26 million tons, up 0.42% week-on-week [41][40] 5. Price and Profitability - The comprehensive index for ordinary steel increased to 3,428.5 CNY/ton, up 1.14% week-on-week [47] - The profit for rebar production was 196 CNY/ton, an increase of 4.81% week-on-week [56] - The average cost of molten iron was 2,173 CNY/ton, reflecting a week-on-week increase of 25 CNY/ton [56] 6. Company Valuations - The report includes a valuation table for key listed companies, indicating potential investment opportunities in firms like Baosteel and Hualing Steel, which are expected to see earnings growth [72]

近年来，随着新兴技术的应用突破、终端产品价格优化以及消费者安防意识的提升，智能安防的发展势头颇为强劲，中国更以近50%的市场份额占据绝对 主导地位。 在广州建博会智能家居展区，智能门锁当属"C位"。除萤石、乐橙等专注于安防领域的品牌外，博世、夏普等传统家电品牌也悉数入局。虽然大部分旗舰 门锁产品都搭载了双摄像头和"人脸+静脉"等多重生物识别，硬件配置似乎存在同质化，但它们都基于AI大模型，针对不同用户群体和家居场景，开发出 差异化功能。 《消费者报道》记者在现场体验了搭载萤石蓝海大模型的萤石Y5000FVX门锁，用户可通过AI语音交互，直接下达"录入人脸"的语音指令；在AI 视觉算法 的帮助下，门锁具备访客检测、门前包裹守护、儿童出门检测、人形检测功能，还能精准区分"爸爸出门""妈妈拿着快递回家了"等情况，而不是简单提 示"有人进出"。 《消费者报道》记者摄 "基于用户痛点进行升级的产品才能获得消费者的青睐。"乐橙智能门锁渠道经理对《消费者报道》记者介绍到，他们联合中国移动打造了"超级闪联电 话"，即访客一按门铃，系统将直呼用户手机，彻底告别"门锁APP需要后台运行才能保证呼叫"的尴尬；双电池独立供电系统保证 ...

| 投资者关系活动 | √ 特定对象调研□分析师会议 | | --- | --- | | 类别 | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称及 | 广发证券邱贞玉 | | 人员姓名 | 广发证券王文龙 | | | 南方基金何婵凤 | | | 惠州创新创业投资黄翀 | | | 惠州创新创业投资黄高翔 | | 时间 | 2025 年 7 月 11 日 (周五) 15:00~17:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 副总经理、董事会秘书李广袤 | | 员姓名 | 证券事务代表 朱少鹏 | | | 1. 公司基本情况介绍 | | | 公司是主要从事聚苯乙烯高分子新材料的研发、生产和销售 | | | 的国家高新技术企业，并被工信部认定为第四批国家级专精特新 | | | "小巨人"企业。公司主要产品聚苯乙烯广泛应用于电子电器、 | | | 光学显示、玩具、日用塑料制品、包装、建材、医疗器械等领域， | | 投资者关系活动 主要内容介绍 | 行业市场化程度较高。 | | | 公司主要生产 GPPS（通用级聚苯乙烯 ...

Core Viewpoint - The overall price index of Linyi Mall decreased by 0.29% this week, indicating a slight decline in market prices across various categories [1] Price Index Summary - **Household Appliances and Audio-Visual Equipment**: The price index increased to 103.16 points, up by 0.05 points, driven by rising demand for air conditioners and audio equipment due to high temperatures [1] - **Building and Decoration Materials**: The price index rose to 105.73 points, up by 0.03 points, with increases in structural installation and decorative materials, despite a slowdown in construction activities [2] - **Hardware and Electrical Materials**: The price index increased to 119.64 points, up by 0.02 points, mainly due to price rises in instruments, cables, and electric tools, although overall sales volume decreased [3] - **Steel Products**: The price index fell to 96.51 points, down by 1.84 points, as upstream raw material prices decreased, leading to lower factory prices and reduced demand [4] - **Board Materials**: The price index decreased to 97.09 points, down by 0.11 points, influenced by weak demand in the real estate market, prompting dealers to lower prices to alleviate inventory pressure [5] - **Automotive Parts and Accessories**: The price index dropped to 93.79 points, down by 0.04 points, primarily due to declining prices of automotive parts amid a sluggish sales environment [6]

消息人士：特朗普的铜关税将包括半成品 金十数据7月11日讯，美国总统特朗普计划对铜征收50%的进口关税，这将包括用于电网、军事和数据 中心的各种材料。据知情人士透露，特朗普的计划包括将铜半成品纳入其中。到目前为止，特朗普铜关 税计划的细节还没有公布。人们普遍预计精炼铜将被征收关税，但目前尚不清楚半成品（包括电线、板 材、管材）的情况。 ...

7月9日，截至港股收盘，恒生指数下跌1.06%，报23892.32点。中国金石（01380.HK）收报0.186港元/ 股，上涨16.25%，成交量795.6万股，成交额133.83万港元，振幅20.0%。 最近一个月来，中国金石累计涨幅25%，今年来累计跌幅1.84%，跑输恒生指数20.38%的涨幅。 财务数据显示，截至2024年12月31日，中国金石实现营业总收入4888.9万元，同比减少16.42%；归母净 利润-8530.1万元，同比减少43.12%；毛利率23.17%，资产负债率43.58%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 本公司及其附属公司('本集团')主要在中国从事大理石矿渣生产及销售及大理石板材买卖。本集团为专 注于大理石矿渣开采的矿业营运商,拥有全国米黄色大理石储量最大的矿山(根据中国石材协会于2010年 发出的证明),即位于中国四川省江油市香水乡镇江村的张家坝矿山。 大事提醒 2025年7月2日，完成配售1420万新股份，占扩大后股本4.03%，每股配售价0.17港元(实施) （以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 本文源自 ...

Core Insights - The overall price index of Linyi Mall decreased slightly this week, indicating a minor decline in market prices across various categories [1] Price Index Summary - **Grain and Food Category**: The price index for grain and food increased to 95.11 points, up by 0.04 points, driven by rising prices in oil and food products, while other subcategories remained stable or saw minor declines [1] - **Board Category**: The price index for boards fell to 97.20 points, down by 0.27 points, due to weak demand and a slight decrease in raw material prices, leading to lower average sales prices [2] - **Home Appliances and Audio-Visual Equipment**: The index for this category decreased to 103.11 points, down by 0.15 points, primarily due to price drops in cooling and kitchen appliances, despite some seasonal sales boosts [3] - **Steel Category**: The steel price index dropped to 98.35 points, down by 0.11 points, as construction activity slowed due to adverse weather, leading to reduced demand and lower prices [4] - **Clothing and Accessories**: The index for clothing and accessories fell to 104.83 points, down by 0.07 points, influenced by price reductions in footwear and overall weak consumer demand [5] - **Furniture Category**: The furniture price index decreased to 89.03 points, down by 0.06 points, reflecting weakened market demand due to the sluggish real estate sector [6]

当前全球 AI 浪潮正在推动服务器和配套产业链的快速发展。尤其是在海外市场， AI 用户和脱位数环比提速明显，Ethic AI 芯片以及服务器需求显著提升。这些 因素共同驱动了全球 AI 领域的新一轮增长。国内市场自 4 月份以来，虽然受到 外部开支担忧及供应格局变化的影响，但近期供应链提速迹象明显，中美关系 缓和预期也为双碳产业量修复提供了机会。长期来看，以服务器和 AI 芯片为核 心的算力产业链仍有望实现业绩与估值双击。 服务器在 IT 行业中的作用是什么？ 服务器作为 IT 行业的基础设施，是行业发展的基石，承载了各类应用所需的计 算、存储、网络等服务。其硬件架构与普通计算机类似，但在性能、稳定性、 安全性及可拓展性方面要求更高。单个芯片无法独立工作，需要整套体系支持， 服务器及配套产业链深度：算力浪潮螺旋升，AI 时代新机 遇 20250706 摘要 全球 AI 领域迎来新一轮增长，国内市场虽受外部因素影响，但供应链提 速和中美关系缓和为双碳产业带来修复机会，长期来看，以服务器和 AI 芯片为核心的算力产业链有望实现业绩与估值双击。 AI 大模型训练和推理需求驱动高阶智算服务器需求爆发式增长，高端通 ...

Group 1 - The core concern for consumers regarding home decoration is formaldehyde pollution, with man-made boards being a major contributor to excessive formaldehyde levels [1] - The release of formaldehyde and volatile organic compounds from board materials directly impacts indoor air quality and human health, highlighting the need for clearer standards and certifications in the market [1] - The China National Forestry and Grassland Administration has established a comprehensive system for formaldehyde release limits, with standards such as E1, E0, and ENF, positioning China as a global leader in this area [1] Group 2 - The industry is evolving towards "low formaldehyde" and "formaldehyde-free" products in response to increasing consumer demand for environmental performance and the "Healthy China" strategy [2] - The revised group standard T/CNFPIA3002-2024 sets the formaldehyde release limit to ≤0.020mg/m³ and mandates a formaldehyde-free production process, indicating a shift from merely testing results to controlling production processes [2] - The "Guide" clarifies that "formaldehyde-free grade" and "formaldehyde-free man-made boards" are not synonymous, with the latter representing a stricter definition focused on the absence of formaldehyde adhesives during production [2] Group 3 - The concept of "good houses" was introduced in the government work report, emphasizing safety as a primary standard, which the association aims to promote through the "Guide" [3] - The release of the "Guide" is seen as a rallying call for the home industry to adopt and implement Chinese standards confidently, moving beyond mere adherence to imported standards [3] - True environmental protection is defined as a comprehensive process rather than just a simple testing result, advocating for a systematic solution that ensures no formaldehyde is added throughout production [3]