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中美经贸磋商机制首次会议在英国伦敦举行;5月汽车产销同比均两位数增长|盘前情报
Sou Hu Cai Jing· 2025-06-12 00:35
Market Overview - On June 11, the A-share market experienced a rebound, with the ChiNext Index leading the gains. The Shanghai Composite Index closed at 3402.32, up by 0.52%, while the Shenzhen Component Index rose by 0.83% to 10246.02, and the ChiNext Index increased by 1.21% to 2061.87. The total trading volume in the Shanghai and Shenzhen markets was 1.26 trillion yuan, a decrease of 159.9 billion yuan compared to the previous trading day [2][3]. Sector Performance - The sectors that saw the most significant gains included rare earth permanent magnets, gaming, automotive parts, and securities. Conversely, sectors that experienced declines included controllable nuclear fusion, biological vaccines, communication services, and beverage manufacturing [2]. Automotive Industry Insights - According to the China Association of Automobile Manufacturers, in May 2025, China's automotive production and sales reached 2.649 million and 2.686 million units, respectively, with year-on-year growth of 11.6% and 11.2%. For the first five months of 2025, production and sales totaled 12.826 million and 12.748 million units, reflecting year-on-year increases of 12.7% and 10.9%. Notably, new energy vehicles accounted for 48.7% of total new car sales in May, with production and sales of 1.27 million and 1.307 million units, respectively, marking year-on-year growth of 35% and 36.9% [6]. International Market Overview - In the U.S. stock market on June 11, the three major indices saw slight declines. The Dow Jones Industrial Average closed at 42865.77, down by 1.10 points, while the S&P 500 fell by 16.57 points to 6022.24, a decrease of 0.27%. The Nasdaq Composite Index dropped by 99.11 points to 19615.88, down by 0.50%. In Europe, the FTSE 100 index rose by 11.27 points to 8864.35, while the CAC 40 index fell by 28.43 points to 7775.90, and the DAX index decreased by 38.66 points to 23948.90 [4][5]. Oil Market Update - On June 11, international oil prices saw a significant increase. The price of light crude oil futures for July delivery rose by $3.17 to $68.15 per barrel, a gain of 4.88%. Meanwhile, the August delivery of Brent crude oil futures increased by $2.90 to $69.77 per barrel, up by 4.34% [4][5]. U.S. Economic Indicators - The U.S. Consumer Price Index (CPI) for May showed a year-on-year increase of 2.4%, with a month-on-month rise of 0.1%. The core CPI, excluding volatile food and energy prices, also increased by 0.1% month-on-month and 2.8% year-on-year [7][8]. U.S.-China Trade Relations - The first meeting of the U.S.-China economic and trade consultation mechanism took place in London, where both sides engaged in in-depth discussions on trade issues. They reached a consensus on measures to implement the important agreements made during the recent phone call between the two countries' leaders [9][10]. Gaming Industry Developments - The gaming sector is set to benefit from strong policy support, with the Zhejiang provincial government implementing measures to promote international development in the gaming industry. Analysts predict that the revenue from Chinese games going abroad could grow at a compound annual growth rate (CAGR) of over 20%, potentially reaching $32.8 billion by 2025 [11][12].
小K播早报|多家车企承诺支付账期不超60天 两部门开展生物制造中试平台培育工作
Xin Lang Cai Jing· 2025-06-12 00:08
市场动态 比亚迪、小米等多家车企齐发声 承诺支付账期不超过60天 自6月10日晚间至6月11日午后,已有包括比亚迪、中国一汽、吉利汽车及小米汽车等在内的15家主机厂 先后表声明,承诺将供应商支付账期统一控制在60天以内,以加速产业链资金周转效率,保障产业链供 应链稳定,发挥领军企业担当,促进汽车产业高质量发展。 《科创板日报》6月12日讯 今日科创板早报主要内容有:2025年全球智能眼镜出货量预计达1280万台; 知情人士称泡泡玛特年初已扩产能;浙江:开辟游戏产品"一带一路"潜在市场。 《科创板日报》主播小K为您播报。 工信部等两部门开展生物制造中试能力建设平台培育工作 工业和信息化部办公厅、国家发展改革委办公厅发布关于开展生物制造中试能力建设平台培育工作的通 知。通知提出,立足生物制造产业化现状和技术发展需求,聚焦生物制造各领域中试环节的短板和痛 点,根据技术工艺装备特点,培育食品及添加剂、生物制药、化妆品、化工、能源、酶制剂等重点产品 领域的中试平台,有效带动产业链上下游协同创新发展;针对生物制造原料迭代演化趋势,重点培育木 质纤维素、一碳化合物(如一氧化碳、甲醇等)等生物制造新原料开发利用领域中试平台, ...
南极光(300940) - 300940南极光投资者关系管理信息20250516
2025-05-16 12:51
度延续增长趋势,实现净利润 2,972.90 万元,综合毛利率达 26.97%。公司盈利水平持续提升主要有两方面原因,第一, 公司持续优化业务结构及布局,主营产品背光显示模组逐渐 向平板电脑、笔记本电脑、家庭娱乐终端等毛利率较高的中 尺寸类产品拓展。第二,公司 2024 年度继续实施降本增效措 施,加强成本管控,降低运营成本,提高资金使用效率和运 营管理效率,相关费用、各类资产减值准备等较上年同期下 降。2025 年第一季度公司 switch 2 背光模组产品持续放量, 盈利能力进一步提升。谢谢关注。 证券代码:300940 证券简称:南极光 深圳市南极光电子科技股份有限公司 投资者关系活动记录表 编号:2025-001 投资者 关系活 动类别 □特定对象调研 □分析师会议 □媒体采访 □√ 业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单 位名称 及人员姓名 通过"投资者关系互动平台"参与公司 2024 年度网上业绩说 明会的投资者 时间 2025 年 5 月 16 日(星期五)15:30-16:30 地点 全景网"投资者关系互动平台"(https://ir.p5w.net) 上市公 司接待 ...