格隆汇8月28日｜格力电器公告，2025年上半年营业收入973.25亿元，同比下降2.46%。净利润144.12亿 元，同比增长1.95%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

据曼谷邮报8月27日报道,分析师们说，尽管今年头7个月泰国出口增长强劲，达 到13%，但预计在美国对进口商品征收19%的关税之后，泰国的出口增长速度 将会放缓。泰国7月份的出口额达到286亿美元，同比增长11%，环比增长 0.2%，超出市场预期的9.6%增长。据Kasikorn Securities（KS）称，强劲的业 绩主要是由制造业推动的，特别是电子产品组件，如计算机和集成电路。不包 括黄金、石油相关产品和武器，泰国出口同比增长了16.6%，增速较6月份的 15.6%有所加快。今年迄今为止的累计增长率为14.4%。7月份工业出口同比增 长了14%，其中电子元件增长了35.2%，计算机（增长61%）和集成电路（增 长55%）的出口增长尤为显著。电器产品和橡胶制品也带动了增长，同比分别 增长了9.9%和9.7%。与此同时，农产品出口继续支撑整体发货量，冷冻水果、 加工家禽、宠物食品和蔗糖的强劲增长。相反，大米和橡胶出口连续第三个月 出现收缩。泰国大米在2024年9月印度解除出口禁令后面临激烈竞争，而菲律 宾暂停进口以保护国内价格。KS预测，在对中国出口增加的支持下，家禽业 将成为泰国货运的一个亮点。大华证券持 ...

香江电器(02619)跌近12%，低见2.02港元创上市以来新低。截至发稿，跌11.91%，报2.07港元，成交额 696.29万港元。 消息面上，香江电器公布2025年中期业绩，收益约5.43亿元，同比减少11.7%；纯利2531.3万元，同比 减少58.2%；每股盈利0.12元。公告称，收益减少主要归因于美国关税政策引发的不确定性导致销量下 跌。 ...

总部位于中国福州的爱购控股成立于2011年，截至2024年12月31日的12个月销售额为2.07亿美元。该公 司计划在纳斯达克上市，股票代码为AIGO。Eddid Securities and Futures是此次交易的唯一簿记行。 智通财经APP获悉，中国的全球消费品供应商爱购控股有限公司（AIGO HOLDING LIMITED）周四向 美国证券交易委员会提交了 IPO 申请，计划融资1,000万美元。 该公司计划以每股4美元至6美元的价格发行200万股股票，筹资1,000万美元。按照拟议发行价区间的中 点计算，爱购控股的市值将达到3.35亿美元。此次IPO流通股仅占已发行基本股票的3.0%。 爱购控股最初在西班牙开展业务，是一家在欧洲、亚洲、北美、拉丁美洲和非洲开展全球业务的消费品 供应商。2024年，该公司的收入来自四大洲约40个国家和地区。拥有三个自主品牌，产品主要跨越照明 产品、电器产品、家电产品、宠物产品四大类。 ...

Core Viewpoint - The article discusses the impact of tariffs on inflation in the U.S. and the Federal Reserve's potential response, highlighting that inflation pressures may not yet fully reflect the effects of recent tariff policies [1][3][6]. Inflation Data - In May, the Consumer Price Index (CPI) rose by 2.4% year-on-year, slightly above April's four-year low of 2.3%, and increased by 0.1% month-on-month, below the market expectation of 0.2% [3]. - Energy prices fell by 1% month-on-month and decreased by 3.5% year-on-year, while food prices rose by 0.3% month-on-month and 2.9% year-on-year, driven by strong increases in grain and baked goods [3]. - Core CPI, excluding food and energy, maintained a year-on-year growth rate of 2.8% for the third consecutive month, with a month-on-month increase of 0.1%, better than the expected 0.2% [3]. Tariff Impact - The impact of tariffs on inflation is considered slow to materialize, as many retailers had accumulated inventory before the tariffs took effect [4][5]. - The uncertainty in demand may lead some companies to hesitate in raising prices, despite the anticipated effects of tariffs [5]. - In May, commodity inflation remained flat month-on-month, contrary to expectations of tariff impacts, with declines in prices for used cars, new cars, and clothing [3][5]. Federal Reserve's Position - The May CPI report is the first compiled after the implementation of reciprocal tariffs, and while the risk of recession has decreased, uncertainty remains regarding the Federal Reserve's actions [7][8]. - President Trump has called for a 100 basis point rate cut from the Federal Reserve, citing the latest inflation data as favorable [7]. - Market expectations suggest that the Federal Reserve may hold off on rate cuts until there is greater certainty regarding the impact of trade policies on the economy and inflation [8].

Core Viewpoint - The company has announced a cash dividend distribution plan, proposing a cash dividend of 0.30 yuan per share, which was approved at the annual shareholders' meeting on May 15, 2025 [3][4]. Dividend Distribution Plan - The cash dividend will be distributed based on the total share capital of 188,508,399 shares, with 1,842,700 shares in the repurchase account and 560,448 shares of restricted stock deducted, resulting in 186,105,251 shares eligible for profit distribution [4]. - The total cash dividend to be distributed amounts to 55,831,575.30 yuan (including tax) [4]. - The ex-dividend date is set for June 5, 2025, with the record date being June 4, 2025 [3][4]. Tax Implications - For individual shareholders holding unrestricted shares for over one year, the cash dividend is exempt from personal income tax, resulting in a net distribution of 0.30 yuan per share [6]. - For shares held for one year or less, the company will not withhold personal income tax at the time of distribution, but tax will be calculated upon the sale of the shares [6]. - For qualified foreign institutional investors (QFII), a 10% corporate income tax will be withheld, leading to a net distribution of 0.27 yuan per share [7]. Contact Information - For inquiries regarding the dividend distribution, shareholders can contact the company's board office at 0574-58225758 or via email at bydmb@biyigroup.com [8].

Core Viewpoint - Thailand's economic recovery faces unexpected disruptions, with GDP growth forecasted to slow down to 1.8% in 2025, down from previous expectations of 2.5% for 2024, due to multiple adverse factors impacting the economic outlook [2][9]. Macroeconomic Overview - Thailand's real GDP is projected to grow by 2.5% in 2024, up from 2.0% in 2023, driven by a 5.4% increase in goods exports, a 26.3% rise in international tourist arrivals, and a 4.4% growth in private consumption [8][9]. - The IMF has revised Thailand's GDP growth forecast for 2025 down to 1.8%, highlighting the challenges posed by external factors such as U.S. tariffs and domestic political instability [9][10]. Policy Regulation - The Thai government has introduced an economic stimulus plan exceeding 500 billion THB (approximately 15 billion USD) to counteract slowing growth, focusing on consumption stimulation and investment [3][21]. - The Bank of Thailand has lowered the policy interest rate from 2.25% to 1.75% to enhance market liquidity, with additional measures including debt relief programs and digital wallet initiatives aimed at supporting indebted households [3][21]. Trade Dynamics - U.S. tariff policies present uncertainties for Thailand's exports, with a trade surplus of 35.4 billion USD expected in 2024, and a corresponding tariff rate of 36% [4][30]. - In Q1 2025, Thailand's exports grew by 15.2%, supported by strong demand from the U.S. and China, but ongoing trade negotiations with the U.S. remain stalled, posing risks to future trade performance [4][31]. Tourism Industry - The tourism sector is under scrutiny due to security incidents and the impact of the March earthquake, with international tourist arrivals increasing by only 1.9% in Q1 2025 [5][37]. - High-spending tourists from Western countries are partially offsetting the decline in Chinese visitors, but the overall recovery in tourism is expected to be slower than anticipated [5][38]. Capital Markets - The Thai stock market (SET Index) has fallen by 14.5% year-to-date, reaching a five-year low, driven by global market volatility and domestic economic challenges [6][46]. - Recommendations for investment strategies include diversifying into high-dividend blue-chip stocks, tourism-related sectors, and utilities, as well as taking advantage of potential stock buyback programs [6][47].