今年上半年，全球棉花市场在贸易摩擦与供需博弈中经历剧烈震荡，国内棉价在探底后逐步迎来修复动 能。 山东卓创资讯（301299）股份有限公司(以下简称"卓创资讯")数据显示，4月9日棉花价格跌至近六年低 位的13527元/吨，较今年上半年高点下跌992元/吨。随着5月份中美日内瓦经贸会谈为关税争端降温， 市场情绪缓和推动棉价阶段性回升。 卓创资讯棉花行业资深分析师高飞堂对《证券日报》记者表示，展望下半年，中美磋商或继续进行，叠 加美联储降息预期以及国内宏观向好政策支持，棉花价格重心或上移。这一过程中，进一步加强供应链 的韧性建设，成为棉纺织行业的共识。 孚日集团股份有限公司采购部相关负责人对《证券日报》记者说，公司主要根据订单来采购原材料，实 行"以销定产"，库存一般保持在2个月，公司也会根据国内、国外采购价格的变化及时调整采购策略， 最大程度上确保原材料成本的稳定。 棉价重心将大概率抬升 今年上半年，美国对中国等经济体实施"对等关税"，棉纺织行业从业者担忧全球经济增速放缓，纺织产 业稳定的供应链关系破裂，致使棉花价格一度出现明显下跌。同时，这也导致进口棉成本出现较大幅度 上升，国内纺织企业因此加速转向巴西棉等 ...

Dealmed首席执行官迈克尔·艾因霍恩。图片来源：Courtesy of Dealmed 迈克尔·艾因霍恩曾经想要离开中国。他确实有过这样的想法。他支持特朗普的政策议程，即主张减少 监管、减轻企业税负，并取消那些推高能源价格的环境法规。2006年，艾因霍恩白手起家创立了 Dealmed公司；如今，它已成为纽约-新泽西-康涅狄格三州市场最大的两家非私募股权控股的私营医疗 用品制造商和分销商之一。他也基本认同特朗普有关中国在贸易上存在欺骗行为的观点。因此，当美国 总统宣布对华征收135%的"解放日"关税时，艾因霍恩盘算着，应该有一些可靠的替代渠道采购他销往 全美各地诊所和医疗机构的上万种产品，包括口罩、纱布、检测设备和防护服等。 Dealmed转向从美国本土采购生产手术服和手术台罩使用的纸质材料，尽管在美国生产这些材料的成本 比在深圳或南京生产的同类产品高出15%，同时，公司也将其检测产品的生产转移到了美国本土。到 2019年底，Dealmed 的手套制造已从主要依赖中国采购，转变为主要在马来西亚生产。公司还在墨西 哥、加拿大、越南和印度找到了新供应商。就在新冠疫情暴发前夕，Dealmed从中国进口的产品仅占总 ...

出品：新浪财经上市公司研究院 作者：新消费主张/cici 2025年5月24日，美妆博主"大嘴博士"（郝宇）发布检测报告，称巨子生物旗下品牌可复美的"重组胶原 蛋白肌御修护次抛精华"中重组胶原蛋白含量仅为0.0177%，远低于国家规定的非微量成分标注下限 0.1%。此外，检测未检出胶原蛋白的核心氨基酸"甘氨酸"，质疑产品涉嫌虚假标注与夸大宣传。 当日晚间，巨子生物旗下品牌可复美发布《严正声明》，否认指控，称多批次自检结果显示胶原蛋白含 量均大于0.1%，与网传数据严重不符。可复美强调，其检测方法参考《中华人民共和国药典》及行业 标准YY/T 1947-2025《重组胶原蛋白敷料》，并已委托第三方机构进行复检。 在此之后，大嘴博士连发多条微博接喊话巨子生物，其中5月26日发帖回应巨子生物的声明，称巨子生 物一边否认一边撤掉涉事产品；5月27日再次发帖质疑巨子生物成分自测方法认为其是一场教科书级别 的自我爆锤。 （资料来源：微博） 大嘴博士多条微博发出，或已对巨子生物股价产生了较大影响，爆料后，巨子生物股价连续4天下跌。 （资料来源：微博） （资料来源：wind资讯） 步入5月，重组胶原蛋白龙头巨子生物的日子并不 ...

Group 1 - The core viewpoint of the articles highlights the performance and financial metrics of Chongqing International Composite Materials Co., Ltd., including its stock price, market capitalization, and recent achievements in technology and innovation [1][2] - As of May 19, the company's stock closed at 3.91 yuan, up 3.17%, with a market-to-book ratio of 1.84 and a total market value of 14.744 billion yuan [1] - The company reported a revenue of 1.869 billion yuan for Q1 2025, representing a year-on-year increase of 21.68%, and a net profit of 52.6748 million yuan, which is a significant year-on-year increase of 176.96% [2] Group 2 - The company specializes in the research, production, and sales of fiberglass yarn and products, with a range of offerings including direct yarn, twisted yarn, chopped yarn, fine yarn, multi-axial fabrics, grid cloth, felt, and fine cloth [1] - The company has received multiple accolades, including the National Building Materials Science and Technology Award and the Chongqing Enterprise Innovation Award, and has established various innovation platforms such as the National Enterprise Technology Center and the Wind Power Laboratory [1] - The company's price-to-earnings (P/E) ratio is reported at -63.33 (TTM) and -41.66 (static), with a sales gross margin of 14.90% [2]

Group 1 - The core viewpoint of the news highlights the financial performance and market position of Aomei Medical, indicating a decline in stock price and a low PE ratio compared to the industry average [1][2] - As of April 28, Aomei Medical's stock closed at 7.98 yuan, down 6.34%, with a rolling PE ratio of 13.99 times and a total market capitalization of 5.053 billion yuan [1] - The average PE ratio for the medical device industry is 46.40 times, with a median of 34.81 times, placing Aomei Medical at the 32nd position in the industry ranking [1][3] Group 2 - Aomei Medical specializes in the research, production, and sales of medical consumables and disposable medical devices, with key products including gauze, non-woven fabrics, and wound dressings [2] - The company is recognized as a leading manufacturer and exporter in China's medical dressing industry, boasting a complete industrial chain and high automation levels [2] - Recent achievements include being listed in the "Top 100 Private Manufacturing Enterprises in Hubei" and the "Top 100 Pharmaceutical Industries in China" by the Ministry of Industry and Information Technology, with an improvement of 8 places in the latter ranking [2]