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美国制造业再陷低谷 5月PMI连续第三个月收缩
智通财经网· 2025-06-02 14:42
Core Insights - The ISM Manufacturing Purchasing Managers' Index (PMI) indicates that U.S. manufacturing activity has contracted for the third consecutive month in May, with a PMI reading of 48.5%, down from 48.7% in April, remaining below the 50% threshold that signifies expansion [1][2] Manufacturing Activity - The new orders index stands at 47.6%, showing a slight improvement from April's 47.2%, but still indicating contraction for the fourth month in a row [1] - The production index increased to 45.4% in May from 44% in April, yet remains in a contraction phase [1] - The prices index is at 69.4%, slightly lower than April's 69.8%, indicating ongoing price expansion [1] Employment and Orders - The employment index rose marginally to 46.8%, but continues to reflect contraction, suggesting companies are still opting for layoffs to manage costs [1][2] - The backlog of orders index increased to 47.1%, indicating a slight easing in the contraction of backlogged orders [1] Supplier and Inventory Dynamics - The supplier delivery index recorded 56.1%, up from 55.2% in April, indicating slower deliveries, which is typically associated with economic recovery and increased customer demand [2] - The inventory index dropped significantly from 50.8% in April to 46.7%, entering a contraction phase [2] External Demand and Export Orders - The new export orders index fell to 40.1%, down 3 percentage points from April, while the import index plummeted to 39.9%, a drop of 7.2 percentage points, reflecting weakened external demand [2] - The overall manufacturing GDP shows that 57% is in contraction, significantly higher than April's 41% [3] Sector Performance - Only the petroleum and coal products and machinery sectors experienced expansion in May, while seven sectors contracted, including paper products and transportation equipment [3] - The sectors that showed growth include plastics and rubber products, nonmetallic mineral products, and electrical equipment [3] Business Sentiment and Challenges - Manufacturers report that tariffs, economic uncertainty, and supply chain issues are ongoing challenges affecting their operations [4] - Companies are in a "wait-and-see" mode, with business activities slowing down due to price instability and uncertain trade policies [4] - Concerns about potential supply shortages in consumer goods persist if trade agreements between the U.S. and China are not reached [4]
暗盘大涨,吉宏股份明日即将登陆港交所,双轮驱动打造跨境社交电商领军者
Cai Jing Wang· 2025-05-26 10:34
5月26日,吉宏股份(2603.HK)暗盘交易表现抢眼。公司在辉立暗盘交易场中开报7.9港元/股,较招股 价高2.86%,截至发稿最新报9.46港元/股,较招股价高23.2%,以现价计,不计手续费,每手500股,账 面约赚890港元。另外,公司在耀才暗盘交易场中最新报9.5港元/股,较招股价高23.7%;于富途暗盘交 易场中最新报9.47港元/股,较招股价高23.4%。 此前5月23日晚间,吉宏股份确定了本次H股发行的最终价格为每股7.68港元,公司H股股票将于2025年 5月27日在香港联交所挂牌并开始上市交易。 在纸制快消品包装领域,公司业务沉淀超20年,在全国经营10个大型包装生产基地,为客户提供包 括"营销策划+研发设计/方案优化+智能制造+运输配送+销售"集成化的一站式服务。目前公司已与包括 伊利、瑞幸咖啡等在内的国内外多个快消品细分领域行业龙头企业建立长期稳定的合作关系。 在全球化与数字化的双重浪潮下,中国跨境社交媒体电商正以前所未有的速度重塑全球贸易格局。从东 南亚的雨林到中东的沙漠,从欧美都市到拉美小镇,中国商品的"数字足迹"正以社交电商为媒介,穿透 文化壁垒与地理边界,编织出一张覆盖全球的消 ...
闻泰科技: 华泰联合证券有限责任公司关于闻泰科技股份有限公司本次交易产业政策和交易类型之独立财务顾问核查意见
Zheng Quan Zhi Xing· 2025-05-16 16:26
Core Viewpoint - The company, Wingtech Technology Co., Ltd., is planning a significant asset sale to Luxshare Precision Industry Co., Ltd. and Luxshare Communications (Shanghai) Co., Ltd. involving the transfer of 100% equity in several subsidiaries and business assets, with the transaction structured as a cash deal [2][5]. Group 1: Transaction Details - The transaction involves the sale of equity and business assets from subsidiaries including Kunming Wenshu Industrial Co., Ltd., Huangshi Zhitong Electronics Co., Ltd., and others [2][4]. - The company operates in the semiconductor and product integration sectors, with a comprehensive business model that includes semiconductor chip design, wafer manufacturing, packaging testing, and communication equipment production [3][4]. Group 2: Industry Classification - The company is classified under the "Computer, Communication and Other Electronic Equipment Manufacturing" industry according to the China Securities Regulatory Commission [4][5]. - The asset sale pertains to the company's product integration business, which focuses on the research, design, and manufacturing of various electronic products, including mobile terminals and automotive electronics [4][5]. Group 3: Regulatory Compliance - The independent financial advisor has confirmed that the transaction complies with the regulatory guidelines set forth by the China Securities Regulatory Commission and does not constitute a restructuring or change in control of the company [5][6]. - The transaction is confirmed to be a cash payment and does not involve the issuance of new shares [6].
振邦智能: 关于完成工商变更登记并换发营业执照的公告
Zheng Quan Zhi Xing· 2025-05-13 04:14
证券代码:003028 证券简称:振邦智能 公告编号:2025-028 深圳市振邦智能科技股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假 记载、误导性陈述或重大遗漏。 公司住所地址未发生变更。最新的公司住所与原公司住所存在细微差异,主要是由 于深圳市市场监督管理局根据最新的深圳市行政区划调整以及具体地址规范要求,对公 司住所登记信息进行了相应调整。 一、基本情况概述 深圳市振邦智能科技股份有限公司(以下简称"公司")于 2025 年 3 月 26 日召开 第三届董事会第十八次(定期)会议,并于 2025 年 4 月 18 日召开 2024 年年度股东大 会,审议并通过了《关于变更注册地址、经营范围并修订〈公司章程〉的议案》,具体 内容详见公司于 2025 年 3 月 28 日在巨潮资讯网(www.cninfo.com.cn)上披露的《关于 变更注册地址、经营范围并修订〈公司章程〉的公告》(公告编号:2025-013)。 二、工商变更登记情况 公司已于近日完成工商变更登记及《公司章程》的备案手续,并取得了深圳市市场 监督管理局换发的《营业执照》,具体变更信息如下: 公司住所:深圳市 ...
缺陷商品纳入网络监管让消费者更放心
Xiao Fei Ri Bao Wang· 2025-05-09 02:48
建立网络销售消费品安全与召回监管常态化协作机制,将使消费市场更加规范、公平,有利于消费市场 的健康平稳发展。在市场经济中,公平竞争是市场活力的源泉。然而,一些不良商家为了追求利润,不 惜生产和销售缺陷商品,破坏了市场的公平竞争环境。监管机制的常态化,就像一把利剑,斩断了这些 不良商家的"黑手",规范了消费市场环境,吸引了更多的消费者参与消费,形成良性循环。同时,繁荣 规范的消费市场也为商家提供了更好的发展土壤。 企业和商家在监管机制中也实现了自我提升。据统计,去年召回量前十的企业中,有6家通过整改实现 了产品升级和健康发展。这充分说明,监管对企业发展并非束缚,而是一种警醒和助力。在严格的监管 下,企业不得不重视产品质量和安全问题,加大在研发、生产和管理等方面的投入。通过整改,企业不 仅能够消除产品缺陷,还能提升产品品质和竞争力。正如专家所言:"安全底线守得越牢,创新空间反 而越大。" 网络销售产品安全与召回监管常态化推进活动,是我国在数字经济时代加强市场监管、保障消费者权益 的一次重要探索。它通过构建电商安全监管网络,实现了对缺陷商品的有效监管,为消费者、消费市场 和商家带来了实实在在的好处。期待这样的监管机 ...
“让货架变空”“让价格更高” 美国人将吞下滥施关税的苦果
Yang Shi Wang· 2025-05-02 05:56
美商会称已致信政府要求为小企业提供关税豁免 央视网消息:自本届美国政府推出滥施关税的政策以来,各界人士持续警告,最终为关税买单的是美国民众。当地时间4月30日,美国总 统特朗普在白宫召开内阁会议后也不得不承认,其关税政策和贸易战可能将会导致商店里货架更空,商品价格更高,特别是玩具店。美国总统 特朗普:"有人说货架会空空如也,也许孩子们只能拥有2个娃娃了,而不是30个,而且这2个娃娃可能还会比以往贵上几美元。" 《纽约时报》以讽刺的口吻指出,美国的孩子们被告知,"为了更大的利益",今年他们只能将就着拥有更少的玩具,这话听上去"令人不 快且实诚"。美国玩具协会称,在美国销售的玩具中约80%是中国制造,而无法承担更高成本的美国玩具制造商要么通过涨价将成本转嫁给消 费者,要么直接停产,这可能影响重要假日购物季的销售。 美智库专家喊话特朗普:各行各业都考虑进去就会看到问题 而玩具行业只是冰山一角。美国智库凯托学会副总裁斯科特·林西科姆在社交媒体上对特朗普的言论发表评论称,"现在把服装、鞋子、食 品、家电、消费电子产品、能源、建筑材料等等都考虑进去,你就会开始看到问题了。"美国媒体、业内人士和消费者也再次警告,美国人自 ...