截至2025年8月13日15时16分，天亿马股价为51.25元，较前一交易日收盘价下跌1.12元，跌幅为 2.14%。当日开盘价为50.98元，最高价51.98元，最低价50.40元，成交量为37309手，成交额1.91亿元。 风险提示：投资有风险，入市需谨慎。 8月12日晚间，天亿马公告称，两股东拟合计减持3.46%公司股份。南京乐遂信息咨询管理合伙企业计 划减持不超过0.9855%股份，南京优志投资管理合伙企业计划减持不超过2.4777%股份。此前两股东已 合计套现逾3800万元。 数据显示，天亿马8月13日主力资金净流出2156.84万元，占流通市值比为0.85%。近五日主力资金净流 出5604.93万元，占流通市值比为2.21%。 天亿马属于软件开发行业，公司创立于1998年，2021年11月上市，是专业从事软件与信息技术服务的国 家高新技术企业，中国智慧城市解决方案提供商。 ...

Group 1 - The company expects a net profit to be negative for the period from January 1, 2025, to June 30, 2025 [1] - The performance forecast is based on preliminary calculations by the company's finance department and has not been audited [2] - The main reason for the performance change is attributed to the acquisition of Beijing Kaike Weishi Technology Co., Ltd., which has led to increased intermediary fees and losses in the gold T+D deferred trading business due to short-term fluctuations in gold prices [1] Group 2 - The company anticipates non-recurring gains and losses to impact the performance, with an estimated effect of between -34 million to -38 million yuan [1] - The company expects a net profit, excluding non-recurring items, to be between 10 million to 14 million yuan, indicating a turnaround from a loss in the same period last year [1]

据亿欧数据统计，上周（2025年6月16日-2025年6月22日）共披露192起投融资事件，涉及143家国内企 业，49家国外企业，融资总额约2327.76亿元。 数量TOP1为医疗健康领域，金额TOP1为低碳领域。 其中，企业服务领域共披露31起投融资事件，涉及21家国内企业，10家国外企业，融资总额约43.94亿 元。（更多行业投融资数据可查看：亿欧数据） 国内企业服务领域共有1家企业被并购，20家企业获投，融资总额约8.61亿元。 1.延华数字被并购，前者总部位于中国湖北省，是一家数字技术服务提供商； 2.轨道辰光获得1.4亿人民币战略投资，投资方为顺灏股份、联想创投集团，本轮融资金额在本年度所有 战略投资中排名前50%。轨道辰光总部位于中国北京市，是一家"926工程"（晨昏轨道巨型算力卫星星 座项目）建设和运营主体； 3.帮安迪获得1亿人民币战略投资，投资方为中移和创，本轮融资金额在本年度所有战略投资中排名前 50%。帮安迪总部位于中国北京市，是一家工业安全解决方案提供商； 4.启维软件获得战略投资，投资方为国家中小企业发展基金，该公司总部位于中国浙江省，是一家SAS 语言软件服务提供商； 5.伯镭科 ...

Core Insights - The report highlights that the inbound economy may boost China's GDP by approximately 0.2 percentage points in 2025, driven by policy changes aimed at optimizing the outbound tax refund system and increasing inbound consumption [5][6][7] - The report provides a detailed analysis of various industries and companies, indicating a mixed performance across sectors, with some companies showing strong growth while others face challenges [3][4] Industry Overview - **Chemical Industry**: Huafeng Chemical (002064.SZ) reported Q1 performance exceeding expectations, with revenue of 6.314 billion yuan, a year-on-year decrease of 5.15%, and a net profit of 504 million yuan, down 26.21% year-on-year, but a significant increase of 145.60% quarter-on-quarter [28][29] - **Coal Mining**: Lu'an Environmental Energy (601699.SH) faced a decline in both volume and price, leading to a projected annual revenue of 35.85 billion yuan, down 16.9% year-on-year, and a net profit of 2.45 billion yuan, down 69.1% year-on-year [32][33] - **Textiles and Apparel**: Mousse Co., Ltd. (001323.SZ) reported a Q1 revenue of 1.12 billion yuan, a decrease of 6.7% year-on-year, with expectations for recovery following government subsidies [54][55] - **Home Appliances**: Dechang Co., Ltd. (605555.SH) achieved a Q1 revenue of 1 billion yuan, up 21.33% year-on-year, with a focus on expanding production capacity in Southeast Asia [40][41] Company-Specific Insights - **Huafeng Chemical**: The company is consolidating its position in the polyurethane industry through vertical mergers and acquisitions, maintaining a "buy" rating with projected net profits of 2.474 billion, 3.110 billion, and 3.822 billion yuan for 2025-2027 [28][30] - **Lu'an Environmental Energy**: The company is expected to see a rebound in coal prices, with a focus on capacity growth and price elasticity, maintaining a "buy" rating despite recent performance challenges [32][34] - **Mousse Co., Ltd.**: The company is enhancing its multi-channel and multi-category market layout, with a projected net profit of 799 million, 872 million, and 956 million yuan for 2025-2027 [54][55] - **Dechang Co., Ltd.**: The company is expanding its overseas production capacity and expects significant growth in its automotive motor segment, maintaining a "buy" rating [40][41]