天眼查App显示，近日，麻城市鑫淼盈源商贸行（个体工商户）成立，法定代表人为曾科，注册资本3 万人民币，经营范围为一般项目：日用百货销售，服装服饰零售，食品互联网销售（仅销售预包装食 品），保健食品（预包装）销售，食品销售（仅销售预包装食品），互联网销售（除销售需要许可的商 品），健康咨询服务（不含诊疗服务）。（除许可业务外，可自主依法经营法律法规非禁止或限制的项 目）许可项目：烟草制品零售，酒类经营，现制现售饮用水。（依法须经批准的项目，经相关部门批准 后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）。 ...

天眼查App显示，近日，赣州市章贡区乐速体育器材中心（个体工商户）成立，法定代表人为唐金南， 注册资本1万人民币，经营范围为许可项目：食品销售，烟草制品零售，酒类经营（依法须经批准的项 目，经相关部门批准后在许可有效期内方可开展经营活动，具体经营项目和许可期限以相关部门批准文 件或许可证件为准）一般项目：台球活动，体育用品及器材批发，体育用品及器材零售，健身休闲活 动，体育健康服务，保健食品（预包装）销售，互联网销售（除销售需要许可的商品）（除依法须经批 准的项目外，凭营业执照依法自主开展经营活动）。 ...

天眼查工商信息显示，近日，海南陵水发控石化有限责任公司成立，法定代表人为王泽圣，注册资本 2000万人民币，经营范围为燃气汽车加气经营、燃气经营、烟草制品零售、站用加氢及储氢设施销售、 机动车充电销售、集中式快速充电站、充电桩销售、新能源汽车换电设施销售。股东信息显示，该公司 由中国石化（600028）旗下中国石化销售股份有限公司以及陵水黎族自治县发展控股集团有限公司共同 持股。 ...

天眼查App显示，近日，河北三分良田食品销售有限公司成立，法定代表人为雷攀科，注册资本300万 人民币，经营范围为许可项目：食品销售;酒类经营;烟草制品零售（依法须经批准的项目，经相关部门 批准后方可开展经营活动，具体经营项目以批准文件或许可证件为准）一般项目：保健食品（预包装） 销售;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;个人互联网直播服务;食品销售 （仅销售预包装食品）;食品互联网销售（仅销售预包装食品）;地产中草药（不含中药饮片）购销;农副 产品销售;初级农产品收购;食用农产品批发;食用农产品零售;未经加工的坚果、干果销售;中草药种植 （除中国稀有和特有的珍贵优良品种）;中草药收购;办公用品销售（除依法须经批准的项目外，凭营业 执照依法自主开展经营活动）。 ...

Group 1 - A new individual business named "Poyang County Shenghong Trading" has been established, with Huang Pengfei as the legal representative [1] - The registered capital of the business is 10,000 RMB [1] - The business scope includes retail of tobacco products, alcohol sales, and food sales, subject to necessary approvals [1] Group 2 - The general business activities include sales of pre-packaged food, daily necessities, and office supplies, with operations conducted under the business license [1]

天眼查App显示，近日，安远县欣山镇广顺发商行（个体工商户）成立，法定代表人为李贺灵，注册资 本20万人民币，经营范围为许可项目：烟草制品零售，酒类经营（依法须经批准的项目，经相关部门批 准后在许可有效期内方可开展经营活动，具体经营项目和许可期限以相关部门批准文件或许可证件为 准）一般项目：食品销售（仅销售预包装食品），保健食品（预包装）销售，互联网销售（除销售需要 许可的商品）（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

（原标题：克罗地亚6月份消费连续第27个月同比增长） 消费是克国内生产总值的最大组成部分，6月份社会消费品零售额的增长表明今年第二季度克经济继续保持稳定 增长。 据克通社7月30日报道，克罗地亚统计局发布报告显示，克6月份零售消费连续第27个月同比增长，增幅7.5%，远 高于上个月2.6%的增幅。零售贸易营业额报告显示，6月份，根据日历调整的数据，消费量与上月相比实际增长了 3.5%。食品、饮料和烟草制品零售贸易营业额增长3.6%，不包括汽车燃料和润滑油的非食品零售贸易营业额增长 11.5%。 ...

Macro Strategy - The chemical sector has seen continuous catalysts on both supply and demand sides since 2024, with the current "anti-involution" trend enhancing the market outlook, driven by a favorable fundamental environment and potential valuation uplift from emerging industries [1][23] - More than half of the existing convertible bonds in the chemical sector are issued at the peak of the cycle, currently entering or about to enter the redemption period, coinciding with an upward cycle, leading to more proactive debt conversion measures [1][23] - The majority of chemical convertible bonds are small-cap, which, combined with their near-term characteristics, amplifies the asymmetry of returns [1][23] Currency Exchange Rate - The RMB central parity has shown a gradual appreciation trend, with the exchange rate expected to challenge the 7.15 range again, and the spot exchange rate may drop to the 7.10-7.15 range in August [1][25] - The recent strengthening of the RMB is supported by optimistic expectations from US-China trade negotiations and a robust domestic stock market [1][25] Anti-Involution Policy - The "anti-involution" price governance aims to address three main objectives: short-term regulation of price wars, medium-term capacity reduction to promote supply-demand balance, and long-term price recovery, particularly in PPI [2][26] - The previous supply-side reforms led to a 10-month recovery in PPI, and under neutral assumptions, a similar recovery may take 11-12 months, potentially reaching around 1.9% by September next year [2][26] Industry Rotation - The market is expected to remain optimistic in the third quarter, with a focus on sectors that align with upcoming policies and key events, particularly those benefiting from the "anti-involution" strategy [3][5] - Suggested sectors for investment include those with potential short-term demand improvements, such as photovoltaic, coal, and chemical industries, as well as technology sectors with recent catalysts [5][3] Company-Specific Insights - Xidi Microelectronics is positioned as a leading player in the analog chip sector, with a projected revenue growth of 32.10% year-on-year for the first three quarters of 2024, driven by significant contributions from its audio coil motor driver chip product line [11][12] - Minshida reported a 27.91% year-on-year revenue increase in its 2025 mid-year report, with expectations for continued growth in the transformer market driven by demand from sectors like new energy vehicles and wind power [13] - Gaomei's second-quarter performance is expected to turn profitable due to supply-side optimization driven by the "anti-involution" policy, with N-type silicon wafer prices rising to 1.1 yuan per piece [14][15]

根据《通知》，市内免税店应当在口岸出境隔离区内设立免税商品提货点。旅客应当在免税商品提货点 提取市内免税店所购免税商品，并一次性携带出境。在经营品类方面，市内免税店主要销售食品、服装 服饰、箱包、鞋帽、母婴用品、首饰和工艺品、电子产品、香化产品、酒等便于携带的消费品。鼓励市 内免税店销售国货"潮品"，将具有自主品牌、有助于传播中华优秀传统文化的特色产品纳入经营范围。 5月16日，广东省属上市公司白云机场（600004.SH）和两家广州市属上市公司岭南控股（0524.SZ）、 广百股份（2187.SZ）同步公告，中国免税品（集团）有限责任公司、广州市广百股份有限公司、广州 岭南集团控股股份有限公司、广州白云国际机场股份有限公司共同投资设立中免市内免税品（广州）有 限公司（暂定）。公司注册地址为广州市珠江新城珠江西路5号广州国际金融中心一层。 2024年，财政部、商务部等五部委发布《关于完善市内免税店政策的通知》（简称《通知》），激发消 费活力、扩大内需和引导消费回流。根据《通知》安排，广州等8个城市将各设立1家市内免税店。历时 一年之后，关于"广州市内免税店开在哪里"的讨论终于告一段落，天河商圈从广州各区特色商 ...