宏观热点 工信部发布2025年前5个月通信业经济运行情况，其中指出，千兆用户规模持续扩大。截至5月末，三家 基础电信企业的固定互联网宽带接入用户总数达6.82亿户，比上年末净增1216万户。其中，100Mbps及 以上接入速率的固定互联网宽带接入用户达6.48亿户，占总用户数的95%；1000Mbps及以上接入速率的 固定互联网宽带接入用户达2.23亿户，比上年末净增1635万户，占总用户数的32.7%，占比较上年末提 升1.8个百分点。 全国非法倾倒处置固体废物专项整治行动启动 生态环境部新闻发言人裴晓菲6月25日介绍，经国务院同意，生态环境部、最高人民法院、最高人民检 察院等8部门近日联合启动全国非法倾倒处置固体废物专项整治行动，计划用3年左右时间，在全国范围 内开展集中整治，遏制非法转移倾倒处置固体废物高发态势。 财政部：5月全国共销售彩票570.36亿元，同比增长19.8% 财政部发布数据显示，5月份，全国共销售彩票570.36亿元，同比增加94.18亿元，增长19.8%，主要原 因是5月份体育赛事较多带动竞猜型彩票销量增长，以及去年同期即开型彩票销量基数较低等。其中， 福利彩票机构销售185.29亿 ...

Group 1 - Domestic gold jewelry prices have dropped below 1000 yuan per gram, with notable reductions from major brands such as Chow Tai Fook and Lao Miao [1] - The first domestic REITs project for rental housing has been successfully expanded and listed on the Shanghai Stock Exchange, indicating a growing trend in public REITs issuance [1] - The global smart camera market saw a shipment of 33.87 million units in Q1 2025, reflecting a year-on-year growth of only 4.6%, indicating a slowdown in growth [1] Group 2 - The price of Feitian Moutai has decreased by nearly 300 yuan within a month, with current prices reported at 1830 yuan per box and 1780 yuan per bottle [2] - Shanghai Lianjia is trialing a new "single agency" model to improve service quality in real estate transactions, separating the roles of agents for buyers and sellers [2] Group 3 - McDonald's and Krispy Kreme have decided to terminate their partnership in the U.S., effective July 2, 2025, due to challenges in matching costs with store demand [3] - The Zhejiang Securities Regulatory Bureau has issued a warning letter to Chenguang Electric Machine and related personnel for failing to disclose related party transactions properly [4] Group 4 - Shanghai Shimao Construction has been executed for over 16.4 billion yuan due to various financial disputes, highlighting significant legal and financial challenges [4] - Barclays has downgraded ratings for several advertising companies due to concerns over the impact of artificial intelligence, while maintaining a positive outlook for Publicis [5] Group 5 - Guangdong Construction's subsidiary has received approval for a 5.479 billion yuan renewable energy project, indicating ongoing investment in sustainable energy [7] - Demar Technology has signed a sales contract worth 43.39 million USD with MercadoLibre, focusing on smart logistics systems [9] - Boshi Co. has entered into a business contract with Rongsheng Petrochemical valued at 116 million yuan, expected to positively impact future performance [10] Group 6 - The Shanghai Composite Index rose over 1%, reaching a new high for the year, with significant trading volume of 1.6 trillion yuan, driven by strong performances in financial and military sectors [11]

智通财经6月25日电，博实股份(002698.SZ)公告称，公司近日收到与荣盛石化签订的商务合同，合同合 计金额为人民币1.16亿元。合同标的为橡胶后处理成套装备、切胶溶胶系统（含嵌入式软件），不含税 金额为10,265.49万元，占公司2024年度营业收入的3.59%。由于相关设备需要根据用户现场条件进行安 装、验收，预计对公司2027年度或2028年度业绩有积极的影响。 博实股份：签订1.16亿元智能制造装备合同 ...

Core Viewpoint - The company has signed a business contract with Rongsheng Petrochemical, amounting to RMB 116 million, which is expected to positively impact its performance in 2027 or 2028 [1] Group 1: Contract Details - The contract value is RMB 116 million, with a tax-excluded amount of RMB 103 million [1] - The contract involves rubber post-processing equipment and cutting rubber solution systems, including embedded software [1] - The delivery date for the contract is set for February 28, 2026 [1] Group 2: Financial Impact - The tax-excluded contract amount represents 3.59% of the company's projected revenue for 2024 [1] - The contract is expected to have a positive impact on the company's performance in the years 2027 or 2028 [1]