文/梧桐数据中心 近日，中国证券业协会公告2025年第二批首发企业现场检查抽查名单，共有12家IPO企业被抽中现场检查，其中沪主板3家、深主板3家、科创板5家、创业板1家。 这12家被抽中现场检查的IPO企业的基本信息如下： 单位：万元 | 公司简称 | 拟上板块 | 主营业务 | 2024年营收 | 2024年净利 | 保荐/律所/审计 | | --- | --- | --- | --- | --- | --- | | | | | | 润 | | | 长裕集团 | 沪主板 | 错类产品、特种尼龙产品、精细化 工产品的研发、生产和销售 | 163,708.79 | 20.102.12 | 西南证券/时代九和/上会 | | | | 汽车制造机器视觉设备的研发、生 | | | | | 易思维 | 科创板 | 产及销售 | 39.242.06 | 6,171.83 | 国投证券/北京君合/天健 | | | | 等离子体射频电源系统、等离子体 激发装置、等离子体直流电源、各 | 54,079.03 | 13.058.00 | | | 恒运昌 | 科创板 | 种配件的研发、生产、销售及技术 | | | 中信证券/上海锦 ...

前言 7月3日，特朗普在去艾奥瓦州的路上突然放话，明天起每天给10个国家发关税账单。 可这场席卷170国的征税大戏里，中国却神奇地"消失"了，连90天缓冲期都没熬完就翻脸。 这葫芦里到底卖的啥药？中国怎么就成了这场加税风暴里的唯一幸免者？ 说翻脸就翻脸的政策大变脸 90天变1天，特朗普不装了，这变脸速度，比川剧还快，7月4日起，美国真的开始天天发信催税了，每天10个国家，像发传单一样，告诉你该交多少钱，到 了8月1日，就要见真金白银，这节奏，比讨债公司还专业。 要知道，4月2日那会儿，特朗普还摆出一副"咱们好好谈"的姿态，什么"对等关税"，什么90天宽限期，听起来还挺人性化，各国政府也真信了，派出贸易代 表团，准备材料，想着能谈个好价钱。 这份170国的税单可不是闹着玩的，欧盟得交20%，印度26%，日本24%。连一向跟美国关系不错的盟友，这次也一个都跑不了，什么北约伙伴，什么特殊关 系，到了收钱的时候，一律按价格表来。 结果呢？7月3日直接下最后通牒，连谈判桌都不要了，就一句话：交钱。 更绝的是，美国海关现在都开始招兵买马了，据说要增聘数千名关税稽查员，连区块链技术都用上了，就怕有人偷跑漏税，这架势，像要打 ...

Group 1 - The core agreement between Indonesia and U.S. companies is valued at $34 billion, which includes the purchase of U.S. soybeans, corn, and energy products [1]

7月6日上午，第三十一届中国兰州投资贸易洽谈会在甘肃省兰州市举行。本届"兰洽会"以"共享机遇， 共谋发展，共创繁荣"为主题，共有24个驻华使领馆、商协会组织，以及内地18个省(区、市)和香港特 别行政区参展。参展企业近2000家，展品涉及装备制造、石油化工、生物医药、新材料、新能源、航天 航空、现代农业、数据信息、低空经济、人工智能、生物医药、绿色矿产、文旅康养、特色农产品及日 用消费品等近40大类，上万种产品。(央视新闻) ...

Core Viewpoint - Dongfeng Motor Corporation is focusing on enhancing product competitiveness and operational efficiency to improve profit margins in the light truck industry, while also increasing investment in new energy products and expanding its global market presence [2][9]. Group 1: Financial Performance - As of July 4, 2025, Dongfeng shares closed at 7.15 yuan, down 1.24% from the previous week [1] - The company received a government subsidy of 10 million yuan, which represents 34.29% of its audited net profit attributable to shareholders for the fiscal year 2024, positively impacting its 2025 profits [8][9]. Group 2: Market Strategy - The company plans to achieve an annual sales target of 50,000 units through optimized product layout, lean marketing, and new media marketing, despite a decline in first-quarter sales compared to the previous year [2][9]. - Dongfeng's global development strategy includes accelerating product layout in domestic and international markets and establishing international operational capabilities [2]. Group 3: Product Development - The company is increasing its investment in new energy products, covering light trucks, VN vehicles, and micro trucks, with expectations of higher penetration rates in the LCV new energy market by 2025 [2]. - Dongfeng's intelligent driving business, which includes both assisted driving and L4-level autonomous driving, has already achieved commercial operation and will continue to evolve according to regulatory requirements and market demands [2]. Group 4: Communication and Governance - The company emphasizes long-term value creation for investors and is committed to enhancing communication and engagement with them [5]. - Dongfeng will adhere to information disclosure requirements regarding the restructuring plans with Changan Automobile [6].

Group 1 - The core point of the news is the ongoing trade negotiations between the United States and India, with a focus on agricultural and dairy products, as well as the potential for a temporary trade agreement within 48 hours [2][4]. - The U.S. has reached an agreement with Vietnam, which has stimulated trade negotiations with other economies, including India [1]. - India is resistant to lowering tariffs on genetically modified corn, soybeans, rice, and wheat, citing the need to protect its farmers, who are a significant political group [1][4]. Group 2 - The Indian government is willing to reduce tariffs on walnuts, cranberries, and other fruits, as well as medical devices, automobiles, and energy products [1]. - The Indian rupee strengthened against the dollar, reaching a one-month high, following news of the potential agreement with the U.S. [2]. - Indonesia plans to sign a memorandum of understanding worth $34 billion with the U.S. to invest and purchase American products, indicating a broader regional effort to engage in trade agreements with the U.S. [5][6].

Group 1 - The core issue in the US-India trade negotiations is centered around agriculture, with the US demanding India to significantly open its domestic market and reduce tariffs on key agricultural products, which are politically sensitive in India [4][7] - The deadline of July 9 is approaching, and India is under pressure to reach an agreement, especially after Vietnam's recent compromise with the US, which has set a precedent for negotiations [3][8] - The current trade volume in agricultural products between the US and India is only $8 billion, while the US aims to reduce its $45 billion trade deficit with India by increasing exports of corn, soybeans, and cotton [7] Group 2 - India is willing to make concessions in non-agricultural sectors, such as services and government procurement, in exchange for exemptions on tariffs for key industrial products like steel and aluminum [11][12] - The negotiations are critical as they aim to avoid a significant increase in tariffs that could rise from 10% to 26% after the 90-day pause ends [3][12] - A potential "mini-agreement" focusing on non-agricultural issues may be announced soon, which would reflect India's willingness to open its market in certain areas while maintaining a strong stance on agricultural protections [11][12][14]

该负责人表示，持续招收应届毕业生，对于美的集团有着重要的战略价值。在长期人才储备方面，美的 集团50%的高管来自校招，应届毕业生是管理层"内生造血"的核心来源。同时，校招毕业生的组织认同 度高、留存率高，也就是稳定性更强。在创新驱动方面，美的集团是一家高度重视创新的企业，对新技 术(如AI、机器人)敏锐度高，有活力和新思维的年轻人，有助于推动产品和技术的持续迭代，使产品更 符合年轻一代消费者的需求。 为持续扩大就业岗位供给，该负责人称，美的集团与全国各大高校建立紧密合作关系，推动产学研深度 融合。该集团常年提供2000至3000个实习岗位，校招规模稳定在2000人以上，其中硕博人才占比超 60%。2025年，美的集团还将通过引入AI工具全面提升招聘效率与交互体验。 人才是企业最重要的资源，也是推动企业进步和发展的关键因素。美的集团非常注重员工培养，不断完 善人才培养与发展体系，打造3级培养体系、3年跟踪机制以及"导师﹢HR﹢高管"的3层关注机制，确保 新员工顺利完成职场转变，实现个人价值。 发展好企业就是最大的稳就业 美的集团通过自身扩岗及产业链带动扩大就业岗位供给 作为制造业龙头企业之一的美的集团（0003 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ -广告- 本文来源：鑫椤锂电 锂电行业迎来了一波IPO热潮，近期多家企业纷纷更新了上市进展。 7月1日晚间， 欣旺达 公告，为深入推进公司全球化战略，打造国际化资本运作平台，提升国际品牌形象 及综合竞争力，助力公司长远发展，公司拟发行境外上市外资股股票，并申请在香港联交所主板挂牌上 市，并将相关议案提交公司股东大会审议。 资料显示，欣旺达2011年在创业板上市，公司主营业务涉及锂离子电池模组的研发、设计、生产及销售。 据数据显示，2024年欣旺达全球动力电池装机量18.8GWh，同比增加74.1%，在TOP10中增速最快，全 球市场份额2.1%，同比增长0.6%。未来随着公司的市场份额逐渐扩大，动力电池经营业绩有望持续转 好。 除了 欣旺达 ，还有以下厂商近期更新 IPO 。 亿纬锂能 6月30日， 据港交所披露，惠州亿纬锂能股份有限公司向港交所提交上市申请 ，独家保荐人为中信证 券。 此次 IPO 募集资金将主要用于公司匈牙利项目建设、马来西亚项目第三期建设、营运资金以及一般企业用 途。 据申请书介绍，亿纬锂能匈牙利 ...

百川股份强调，截至本公告披露日，公司其他董事、监事和高级管理人员均正常履职，公司控制权未发生变化，日常经营管理由管理团队负责，公司生产经 营情况正常。 目前，公司尚未知悉上述事项的进展和结论。 据6月26日公告，公司及并表范围内子公司与金融机构签署了《保证合同》等协议，为支持子公司生产经营和流动资金周转需求提供了相应担保。 截至当时公告日，公司母子孙公司之间的合计担保余额达到53.07亿元，占公司最近一期经审计归属于上市公司股东净资产的比例为267.86%。其中，针对向 金融机构申请融资提供的担保余额为49.17亿元。 7月1日晚间，百川股份(002455)发布公告称，公司于近日收到江阴市监察委员会签发的关于郑铁江的《留置通知书》和《立案通知书》，公司实控人、董事 长郑铁江被立案调查并实施留置。 中信证券还同步临时受托管理事务报告，中信证券作为百川转2的债券受托管理人，为充分保障债券投资人的利益，履行债券受托管理人职责，在获悉相关 事项后，就有关事项与发行人进行了沟通，并根据有关规定和约定出具本临时受托管理事务报告。 年度报告显示，郑铁江，中国国籍，无境外永久居留权，1964年1月出生，历任江阴市百川化学工业 ...