Zheng Quan Shi Bao
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俄罗斯发动大规模打击!
Zheng Quan Shi Bao· 2025-12-28 04:06
乌克兰基辅遭袭 乌克兰总统泽连斯基27日在社交媒体表示,自26日晚以来,俄军向乌克兰发射了约500架无人机和包 括"匕首"高超音速导弹在内的约40枚导弹,主要目标是乌克兰首都基辅市。乌克兰内务部长克利缅科在 社交媒体称,袭击目前已导致基辅市1人死亡、超过20人受伤。基辅州也有1人死亡。乌克兰能源部称, 袭击导致基辅、基辅州以及切尔尼戈夫州断电。 俄军称控制了扎波罗热地区古利亚伊波列 当地时间12月27日上午,俄罗斯总统普京视察了俄军特别军事行动某指挥所,并听取了报告。根据报 告,俄军控制了扎波罗热地区古利亚伊波列。按普京的说法,古利亚伊波列为扎波罗热第二大城市。 此外报告还显示,俄军还控制了扎波罗热地区的斯捷普诺戈尔斯克,并夺取了顿涅茨克地区的季米特洛 夫(乌克兰称米尔诺赫拉德)、罗金斯科耶镇以及阿尔乔莫夫卡镇。 普京表示,古利亚伊波列是扎波罗热第二大城市,夺取古利亚伊波列为俄军继续向扎波罗热纵深推进创 造了条件,而夺取迪米特罗夫则是为完全控制顿涅茨克全境迈出重要一步。普京说:"俄军完全有能力 通过军事手段解决问题。" 普京还表示,俄罗斯正试图结束冲突,虽然西方建议乌克兰接受冲突解决方案,但乌方并不急于通过和 ...
002600,苹果+英伟达+谷歌+英特尔+AMD五大科技巨头供应商!
Zheng Quan Shi Bao· 2025-12-28 00:53
Group 1 - In the past week, over 160 stocks were investigated by institutions, with Lingyi iTech receiving the most attention from 107 institutions, including 33 fund companies and 19 private equity firms [1] - Lingyi iTech announced it will acquire control of Dongguan Liminda Electronics Technology Co., Ltd. for 875 million yuan, which is a certified supplier for NVIDIA [1] - Liminda joined the Universal Connector Interoperability Alliance led by Intel, enhancing flexibility for data center clients [1] - Lingyi iTech has become a core supplier for AMD and Google, and with the acquisition of Liminda, it now covers cooling and power solutions for NVIDIA, Google, Intel, and AMD [1] - Lingyi iTech is also a significant supplier for Apple, with potential benefits from customer innovations according to Huazhong Securities [1] Group 2 - Pulit is focusing on the rapid development of the robotics industry, emphasizing the application of new materials in humanoid robots, including modified PEEK, PPS, and PA [2] - Pulit is collaborating with leading domestic and international humanoid robot companies for product development, with LCP products already certified by overseas clients [2] - Guangting Information stated that the new paradigm of AI development requires mutual trust and collaboration among enterprises, and they are working with domestic and international manufacturers [2] Group 3 - SAIC Group's subsidiary Huayu Automotive has established a joint venture with Qingtao Energy to produce semi-solid and solid-state batteries, with production lines in Shanghai [3] - The solid-state battery production line is expected to achieve sample production by the end of this year, with vehicle testing planned for next year [3] Group 4 - Stocks investigated by institutions saw an average increase of nearly 5% in the past week, with some stocks like Chaojie and Guolian Aviation rising over 20% [4] - Chaojie disclosed its focus on commercial aerospace, manufacturing components for commercial rockets, and has completed production line construction for 2024 [4] - Guolian Aviation signed a cooperation agreement with Wenchang International Aerospace City, aiming to integrate industry resources and enhance collaboration within the aerospace ecosystem [4] Group 5 - Huasheng Lithium Battery is focusing on the research and development of solid-state battery materials, having completed various experimental trials for solid and semi-solid battery materials [5] - The company is currently conducting technical validation with downstream electrolyte and battery companies, but has not yet achieved industrialization or sales revenue [5]
逾34倍溢价收购引关注!领益智造获超百家机构调研!
Zheng Quan Shi Bao· 2025-12-28 00:26
Group 1 - Over 117 listed companies received institutional research this week, with more than 70% achieving positive returns, including notable gains from companies like Chaojie Co. (41.6%) and Guanglian Aviation (32.44%) [2] - Leading research targets included Lingyi Zhi Zao, which received over 100 institutional inquiries, while companies like Pulit, Guangdian Measurement, and Nord Co. received over 50 inquiries each [3] Group 2 - Lingyi Zhi Zao announced a significant acquisition of a 35% stake in Dongguan Liminda Electronic Technology Co., gaining control over 52.78% of voting rights for 875 million yuan, despite Liminda's audited equity being only 71.27 million yuan [4] - The acquisition's valuation reflects a staggering premium of over 34 times, with a total equity value of 2.51 billion yuan, indicating a 3421.81% increase [4] - Liminda specializes in critical thermal management hardware for servers and is recognized as a liquid cooling supplier for major clients like NVIDIA [4][5] Group 3 - Institutions are particularly interested in whether Liminda's clients include major overseas companies such as NVIDIA, Meta, and Google, as well as the strategic purpose behind the acquisition [5] - Lingyi Zhi Zao aims to enhance its server product matrix and profitability in the AI hardware server sector through this acquisition, leveraging Liminda's extensive technical expertise and established client relationships [5] Group 4 - Pulit has made breakthroughs in modified materials and is collaborating with leading clients in the humanoid robot industry, focusing on the development of advanced materials for robotic components [8] - The company’s LCP products have been certified by top overseas robot manufacturers and are expected to see increased usage as these products enter the market [8] Group 5 - Guangting Information, which received 66 institutional inquiries, positions itself as a "Digital Architect" in the automotive software industry, aiming to enhance productivity through its AI-driven software development model [9][11] - The company is implementing a Super Software Workshop (SDW) model to improve efficiency and revenue stability, while also pursuing international expansion to alleviate domestic market pressures [11]
台湾发生6.6级地震
Zheng Quan Shi Bao· 2025-12-28 00:21
| 好久 还在摇 | | | | --- | --- | --- | | 明显! | | | | F | | | | 是啊,晃了很久 | | | | ロ | | | | 哪里地震 | | | | :5 | 按住 说话 | D | 泉州等多地网友有震感 ↓↓↓ 中国地震台网正式测定:12月27日23时05分在台湾宜兰县海域(北纬24.67度,东经122.06度)发生6.6级地震,震源深度60千米。 台北持续摇晃近一分钟。福建福州、泉州等地震感强烈。 | 所编 :福建高感招级强 | | | --- | --- | | 25-12-27 23:09 来自福建 | 乙 四 △ 52 | | 那儿 群 等人 共1条回复 ▼ | | | ● 便:厦门有感 | | | 25-12-27 23:08 来自福建 | 6 0 19 19 | | ■ ★ : 莆田震感明显,我靠!第一次打算跑 | | | 25-12-27 23:09 来自福建 | 17 ਜਿ 195 | | 22 2000 10 10 10 10 1 | | | 25-12-27 23:09 来自福建 | 17 日 占5 | | >■ : : : : 我在车里都很 ...
002600,苹果+英伟达+谷歌+英特尔+AMD五大科技巨头供应商
Zheng Quan Shi Bao· 2025-12-28 00:04
Core Insights - The article highlights that in the past week (December 19 to December 25), over 160 stocks were investigated by institutions, with Lingyi iTech (领益智造) receiving the highest number of inquiries from 107 institutions [2]. Group 1: Company Overview - Lingyi iTech was investigated by 107 institutions, including 33 fund companies, 9 securities firms, 19 private equity firms, and 9 insurance companies [2]. - The company announced it will acquire control of Dongguan Liminda Electronics Technology Co., Ltd. for 875 million yuan [2]. - Liminda is a certified supplier for NVIDIA and has joined the Universal Connector Interchange Alliance led by Intel, enhancing flexibility for data center clients [2]. - Lingyi iTech has also become a core supplier for AMD and Google, positioning itself as a comprehensive supplier covering NVIDIA, Google, Intel, and AMD in cooling and power solutions [2]. Group 2: Market Performance - In the past week, stocks investigated by institutions averaged a nearly 5% increase, with some stocks like Chaojie Co., Guanglian Aviation, and Huasheng Lithium Power rising over 20% [7]. - The average performance of stocks under institutional research indicates a positive market sentiment towards these companies [7]. Group 3: Other Companies in Focus - Pulit (普利特) is focusing on the rapid development of the robotics industry, emphasizing the application of new materials in humanoid robots [4]. - Guangting Information (光庭信息) is collaborating with domestic and international manufacturers to explore AI development paradigms [4]. - SAIC Group (上汽集团) is advancing its solid-state battery production, aiming for mass production by 2027 [5].
金融圈刷屏!售价12888元,“私募魔女”开投资课,李蓓:我不缺几千万
Zheng Quan Shi Bao· 2025-12-27 13:52
Core Viewpoint - The news highlights the launch of investment courses by Li Bei, known as the "Private Equity Witch," aiming to teach ordinary people investment skills with a promise of over 10% annualized returns. The course is priced at 12,888 yuan for four sessions [1][3]. Group 1: Course Details - Li Bei announced a series of four investment courses titled "Starting from 0 to Learn Investment," priced at 12,888 yuan for the complete set, or 3,888 yuan per individual session [1][5]. - The course content includes basic investment knowledge, potential investment options, asset timing, and stock market opportunities and risks [3][5]. - The course is limited to 200 participants and will not be repeated, emphasizing a systematic methodology based on over ten years of experience [5]. Group 2: Li Bei's Background - Li Bei, the founder of Banxia Investment, has 19 years of investment management experience and is recognized as the first female manager of a billion-yuan private equity fund in China [3][6]. - She has a strong academic background, holding degrees from Peking University, and has previously worked in notable investment firms [6][7]. - Li Bei is known for her active presence on social media, sharing bold market predictions, such as the start of a new long-term bull market in A-shares and identifying real estate stocks as a rare opportunity [7]. Group 3: Fund Performance - Banxia Investment has reported impressive fund performance, with two publicly displayed funds yielding 15.61% and 23.17% this year, and cumulative returns of 166.32% and 73.44% respectively [6][7]. - Historical performance shows that one of the funds significantly outperformed the CSI 300 index from 2020 to 2022 but lagged behind from 2023 to 2025 [8].
揭秘!新股未上市先套现,中签之前也能买卖
Zheng Quan Shi Bao· 2025-12-27 13:52
暗盘交易的本质是一场对赌。 "蘅东光每股190元买断"。近日,随着北交所新股蘅东光中签结果出炉,证券时报·券商中国记者独家获 悉,新股中介贩子开始纷纷报价收购。对于投资者而言,该新股发行定价只有31.59元,如今能卖190 元,相当于发行价的6倍。如果此时愿意出手,也就意味着中一签能提前赚约1.6万元。而新股上市后的 真实收益,则归属于中介:可能赚,也可能亏。 不仅如此,新股中签结果出来前也存在类似报价。仍以蘅东光为例,在其中签情况公布前,有中介就愿 意以"1000万的资金报价万25.5(2.55万)"收购,或者"1050万到1200万的资金报价万26.5(2.65万)"收 购。新股上市后卖出的价款全部归中介。当然,如果没有中签,中介就会亏损。 这就是北交所新股上市前的暗盘交易,已经存在了一段时间。 "北交所新股暗盘交易可能是现金打新的伴生物,高门槛以及新股获配的明确性导致信用较好。如果是 市值打新则是低门槛、散户化及配股摇号,暗盘交易存在的信用基础偏弱。"知情人士向券商中国记者 表示。 溢价超500%!中介在上市前收新股 什么意思呢?"1000万的资金报价万25.5"就是,新股的卖出方用1000万资金去申购 ...
603608、300585,控制权拟变更!下周一复牌
Zheng Quan Shi Bao· 2025-12-27 13:35
Group 1: Tianchuang Fashion (天创时尚) - Tianchuang Fashion announced a change in control with the signing of a share transfer agreement on December 26, where its major shareholder, Quanzhou Hetian Investment Partnership, will transfer 45.96 million shares (approximately 10.95% of total shares) to Anhui Xianrui Investment Holdings [1] - After the transfer, Anhui Xianrui will hold 83.73 million shares, representing 19.95% of Tianchuang Fashion, while Quanzhou Hetian's stake will decrease from 17.45% to 6.5%, and Hong Kong Gaochuang's stake will decrease from 13.61% to 4.61% [1] - The share transfer price is set at 7.5 yuan per share, totaling 628 million yuan, with Quanzhou Hetian receiving 345 million yuan and Hong Kong Gaochuang receiving 283 million yuan [1][2] - Tianchuang Fashion reported a revenue of 744 million yuan and a net loss of 5.226 million yuan for the first three quarters of 2025 [2] Group 2: Aolian Electronics (奥联电子) - Aolian Electronics announced a change in control on December 26, with its major shareholder, Guangxi Ruiying Asset Management, signing a share transfer agreement to transfer 32.67 million shares (19.09% of total shares) to Tianjin Chaocheng Innovation Technology [4] - The transfer price is set at 630 million yuan, and after the transfer, the controlling shareholder will change to Tianjin Chaocheng, with Zhang Yan as the new actual controller [4] - Aolian Electronics reported a revenue of approximately 324 million yuan and a net profit of 3.329 million yuan for the first three quarters of 2025 [5]
中央纪委国家监委公开通报!
Zheng Quan Shi Bao· 2025-12-27 12:07
(原标题:中央纪委国家监委公开通报!) 公开通报。 新疆生产建设兵团第七师123团原党委书记、政委、二级巡视员付强接受可能影响公正执行公务的宴 请,违规收受礼品礼金等问题。2017年1月至2025年2月,付强多次违规接受私营企业主在公司内部食堂 等场所安排的宴请,相关费用由对方支付;多次收受下属和私营企业主所送礼品礼金。付强还存在其他 违纪违法问题,受到撤销党内职务、政务撤职处分。 河南省人民检察院五部原党支部委员、副主任朱永清等人接受可能影响公正执行公务的宴请等问题。 2025年9月10日,在河南省政法系统违规吃喝专项整治期间,朱永清带领检查组赴商丘市开展执法司法 专项检查,当天下午结束对柘城县人民法院的检查后,在法院人员陪同下乘坐公车赴某企业参观、购 物,当晚违规接受法院负责人在酒店安排的宴请并饮酒,相关费用由对方支付;9月13日中午,违规接 受商丘市看守所负责人组织的宴请并饮酒,相关费用由该市某县看守所负责人支付。朱永清受到撤销党 内职务、政务撤职处分,其他责任人员受到相应处理。 河北省衡水市仲裁委原党支部书记、常务副主任、秘书处秘书长高永丰接受可能影响公正执行公务的宴 请,超标准开展公务接待,改变公务 ...
保壳!300472,获赠不超3.3亿现金资产+豁免不超0.5亿债务
Zheng Quan Shi Bao· 2025-12-27 09:43
Core Viewpoint - *ST XinYuan is seeking to mitigate its delisting risk through a combination of cash donations and debt waivers, while facing multiple challenges that could lead to termination of its listing status [1][3][4]. Group 1: Cash Donation and Debt Waiver - The company announced that it will receive a cash donation of up to 330 million yuan from its industry investor, Beijing SuiRui XinYuan Innovation Technology Center, and SuiRui Technology Group [1]. - This cash donation is unconditional, irrevocable, and will directly enhance the company's financial position without any repayment obligations [1]. - Additionally, the actual controller, Zhu Yesheng, has committed to waive debts amounting to no more than 50 million yuan, which is also unconditional and irrevocable [2]. Group 2: Delisting Risks - *ST XinYuan is currently facing significant delisting risks, including the potential for its stock to be terminated if it fails to resolve issues highlighted in its 2024 financial report [3]. - The company reported a revenue of 68.43 million yuan for the first three quarters of 2025, with shareholders' equity at -55.02 million yuan, indicating a precarious financial situation [3]. - If the audited profit totals, net profit, or adjusted net profit are negative, or if the year-end net assets are negative, the company risks delisting [3]. Group 3: Business Operations and Future Plans - The company is in urgent need of quality business integration to stabilize its revenue sources and ensure ongoing operations [5]. - A restructuring investment plan has been proposed by SuiRui Technology Group and other partners to inject core quality businesses into *ST XinYuan [5]. - The funding for this investment will come from the company's own or self-raised funds, which is expected to have a positive impact on its financial and operational status [5].