Cai Jing Wang
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广州大力发展新能源汽车,加快城市公共服务车辆的电动化替代
Cai Jing Wang· 2025-12-17 03:34
Group 1 - The Guangzhou Municipal Government has released the "Beautiful Guangzhou Construction Planning Outline (2025-2035)" [1] - The plan emphasizes the adoption of advanced processes and technologies for energy-saving transformations in industries such as petrochemicals, steel, cement, and automobiles [1] - It aims to accelerate the upgrade of equipment and products, pushing industries like petrochemicals to reach peak emissions as soon as possible [1] Group 2 - The initiative includes the promotion of the first batch of pilot cities for vehicle-network interaction on a large scale, enhancing vehicle and network collaboration [1] - There is a strong focus on the development of new energy vehicles, particularly the electrification of public service vehicles such as government cars, taxis, logistics delivery vehicles, and sanitation vehicles [1] - The plan also aims to expand the demonstration application scale of hydrogen energy vehicles for construction waste transportation [1]
香格里拉集团宣布蔡志伟将专任集团首席投资官,并委任赵汝泉为集团首席财务官
Cai Jing Wang· 2025-12-17 03:34
香格里拉集团宣布蔡志伟将专任集团首席投资官一职,同时继续担任公司执行董事。集团亦宣布委任赵 汝泉为集团首席财务官及执行董事,并加入执行委员会。上述任命将自2026年3月30日起生效。 (香格里拉集团) 为进一步推动集团的战略性增长及卓越运营,香格里拉强化其领导架构,以支持新业务领域的拓展,同 时持续优化现有酒店及资产组合。 ...
良品铺子再公布控股股东所涉诉讼相关进展
Cai Jing Wang· 2025-12-17 03:30
图片来源:企业公告截图 12月16日,良品铺子发布关于控股股东涉及诉讼的进展公告。当中披露,原告广州轻工工贸集团有限公 司(以下简称"广州轻工")变更诉讼请求为解除原签署的股权转让相关协议,并要求公司控股股东宁波 汉意创业投资合伙企业(有限合伙)(以下简称"宁波汉意""被告")支付违约金、诉讼保全产生的损 失、律师费等合计2073.86万元。 公告指出,广州轻工原申请冻结宁波汉意所持良品铺子79,763,962股股份,此次变更诉讼请求申请依法 解除冻结宁波汉意所持良品铺子76,495,988股股份,并继续冻结宁波汉意原已保全的3,267,974股股份。 截至本公告披露日,广州轻工原申请冻结宁波汉意所持良品铺子79,763,962股股份冻结状态尚未发生变 化。截至本公告披露日,目前上述案件尚未开庭审理,法院尚未确定开庭时间,本次诉讼最终结果尚无 法判断。 (企业公告) ...
高校研究报告:美团无堂食外卖商家仅占3%,浙渝等地已有行业标准
Cai Jing Wang· 2025-12-16 14:09
12月16日,上海财经大学数字研究院发布《2025外卖商家经营发展报告》(以下简称《报告》)。基于 全国范围内的餐饮数据以及随机抽取的3万个美团外卖商家样本,报告根据外卖商家在现实中的堂食条 件,将外卖商家分为有传统堂食外卖商家、无堂食外卖商家、即提商家以及无法用堂食和非堂食定义商 家。 在此分类条件下,调研抽取的美团外卖商家样本显示,无堂食商家占比极小,仅有3%,而拥有传统堂 食门店的商家占比达70%,无法用堂食和非堂食定义商家占比15%,即提商家占12%。这一数据说明, 餐饮外卖市场中,拥有实体门店的商家是绝对基石,绝大多数外卖订单都来自于后厨环境可被监督的传 统餐厅。 目前,纯外卖店涵盖三大品类,形成以美食为核心、甜品饮品为补充的结构,其中"美食"品类下的商家 开展纯外卖店的比例最高。此外,研究还发现,纯外卖店铺分布高度集中于高线城市,在成都、北京、 广州、上海、苏州五个一线和新一线城市占比最高。而在低线城市,外卖市场仍处于以实体餐厅线上化 为主的增长阶段。 ▲中国大陆地区各城市纯外卖店占比(图源:上财研究报告) ▲美团外卖各类型商家占比(图源:上财研究报告) 《报告》指出,常被舆论讨论的无堂食外卖店只 ...
卓锦股份董事长及副总经理因信披违规被取保候审
Cai Jing Wang· 2025-12-16 11:29
公司及相关责任人因该信息披露违法行为已受到中国证券监督管理委员会的行政处罚和上海证券交易所 的纪律处分,根据《上海证券交易所股票上市规则》的相关规定,公司上述信息披露违法行为不涉及重 大信息披露违法强制退市情形。 目前,卓未龙与陈奉连能够正常履职,公司日常经营运作正常,各项工作有序开展。公司将持续关注上 述事项的进展情况,并严格按照有关法律、法规的规定和要求,及时履行信息披露义务。(智通财经) #卓锦股份董事长及副总经理被取保候审#【卓锦股份:因涉嫌信披违规,董事长及副总经理被取保候 审】12月15日,卓锦股份发布关于公司控股股东、实际控制人、董事长兼总经理与公司董事兼副总经理 收到《取保候审决定书》的公告。 公告称,公司于2025年12月13日收到公司控股股东、实际控制人、董事长兼总经理卓未龙与公司董事兼 副总经理陈奉连的通知,卓未龙与陈奉连收到了杭州市公安局出具的《取保候审决定书》,因涉嫌违规 披露、不披露重要信息(所涉事项与公司2023年5月被中国证券监督管理委员会浙江监管局行政处罚系 同一事项),根据《中华人民共和国刑事诉讼法》第六十七条的规定,杭州市公安局决定对其取保候 审,期限自2025年12月1 ...
深蓝汽车拟增资扩股 募资约61.22亿元
Cai Jing Wang· 2025-12-16 09:59
Core Viewpoint - Changan Automobile's subsidiary, Deep Blue Automotive Technology Co., Ltd., plans to raise approximately 6.12 billion yuan through a capital increase to support new vehicle development and enhance its global brand strength [1][4]. Group 1: Capital Increase Details - The capital increase will consist of public and private placements, with the final price determined by public listing results and not lower than the assessed value approved by state assets [4]. - Changan Automobile intends to contribute up to 3.12 billion yuan through intangible assets and its own funds in a private agreement [4]. - The fundraising targets original shareholders and qualified investors, with new shareholders' stake not exceeding 20% [11]. Group 2: Company Background and Financials - Deep Blue Automotive was established in May 2018, with a registered capital of 328 million yuan, and currently offers seven vehicle models including sedans, SUVs, and off-road vehicles [6][4]. - Despite increasing revenues, Deep Blue Automotive has not yet achieved profitability, reporting cumulative losses of approximately 8.9 billion yuan over the past four years [12]. - As of October 31, 2025, the company had total assets of 31.47 billion yuan, total liabilities of 35.99 billion yuan, and negative equity of 4.51 billion yuan [13]. Group 3: Sales Performance and Future Outlook - Deep Blue Automotive's sales for 2023 are projected at 300,000 units, falling short of the revised target of 360,000 units [15]. - The company achieved a monthly sales volume exceeding 30,000 units for three consecutive months from September to November 2025, with the Deep Blue S05 model being a significant contributor [14]. - The chairman indicated that achieving profitability by 2025 would require maintaining monthly sales above 30,000 units [14].
蓝思科技拟借并购拓展AI算力赛道,标的子公司已获英伟达供应商认证
Cai Jing Wang· 2025-12-16 09:39
Core Viewpoint - The acquisition of PMG International Co., LTD. by Lens Technology is seen as a strategic move to enhance its position in the AI computing power sector, particularly by gaining access to NVIDIA's supply chain through its subsidiary, Yuan Shi Technology [1][2]. Group 1: Acquisition Details - Lens Technology plans to acquire 100% of PMG International, which will allow it to obtain 95.1% of Yuan Shi Technology [1]. - Yuan Shi Technology is one of the few companies in China holding NVIDIA's RVL certification, which is crucial for entering the AI server hardware market [2]. - The RVL certification is considered a "golden ticket" in the AI server hardware field, indicating high reliability and integration capabilities [2]. Group 2: Technological Advantages - Yuan Shi Technology has already provided core components for NVIDIA's GB200/GB300 series, demonstrating its readiness for mass production [2]. - The company has developed an integrated solution that enhances server deployment efficiency by 4.1 times and significantly reduces the Power Usage Effectiveness (PUE) of data centers [2]. Group 3: Market Positioning - Yuan Shi Technology has joined NVIDIA's Vera Rubin development team, focusing on the next-generation server platform, which is expected to significantly increase computing power and cabinet value [3]. - The acquisition is expected to complement Lens Technology's existing precision component business, enhancing its capabilities in AI-related fields [4]. Group 4: Market Trends - The global demand for AI computing power is projected to grow exponentially, with predictions indicating that AI computing demand could reach 200 gigawatts by 2030 [5]. - The AI server market is expected to reach $298 billion by 2025, accounting for over 70% of the total server market value [5]. - Liquid cooling technology is anticipated to replace traditional air cooling due to its efficiency, with the Chinese liquid cooling server market expected to reach $3.39 billion by 2025, growing at a rate of 42.6% [5]. Group 5: Strategic Vision - Lens Technology has recognized the trend towards AI computing infrastructure and has been proactive in its strategy to develop AI server solutions, particularly in liquid cooling [6]. - The company aims to leverage its acquisition to enhance its market share in AI server cabinets and efficient liquid cooling systems, positioning itself as a leader in AI hardware [7].
潭酒河南市场今年开瓶数突破470万瓶
Cai Jing Wang· 2025-12-16 08:57
细分市场看,许昌市场销量同比增长15%;开瓶数突破100万,同比增长49%;宴席4600场,同比 增长98%;新增终端网点4800家,经销商库存占全年销售比(以下简称"库存率")为1.7%。 潭酒河南市场今年开瓶数突破470万瓶,经销商库存平均值低于40万元 【中国白酒网】12月12日,潭酒官方公众号发布消息。披露2025年1月1日至12月11日,潭酒河南市 场销量同比增长35%,开瓶数突破470万瓶,同比增长75%。宴席2.5万场,同比增长180%。新增经销商 78个,新增终端网点5.9万家。异地开瓶率(窜货率)约4%,经销商库存平均值低于40万元。 洛阳市场销量同比增长73%;开瓶数突破26万,同比增长87%;宴席1200场,同比增长280%;新增 终端网点6400家;库存率4.8%。 漯河市场销量同比增长47%;开瓶数突破36万,同比增长94%;宴席1300场,同比增长130%;新增 终端网点2400家;库存率1.7%。 郑州市场销量同比增长49%;开瓶数突破63万,同比增长95%;宴席1800场,同比增长220%;新增 终端网点7600家;库存率6.9%。 新乡市场销量同比增长42%;开瓶数突破36万 ...
江南农商银行:锦富全明星精选G2302期01理财产品提前终止
Cai Jing Wang· 2025-12-16 08:09
12月15日,江南农商银行发布公告称,根据锦富全明星精选G2302期01理财产品说明书的相关约定,该行决定自2025年12月15日起停止锦 富全明星精选G2302期01(产品代码:G230201,产品登记编码:C1128723000010)的申购、赎回等业务,并于2025年12月18日提前终止 该理财产品。 (江南农商银行) ...
中建方程+中建智地联合体底价13.54亿元摘得丰台张郭庄地块
Cai Jing Wang· 2025-12-16 07:49
Core Viewpoint - China State Construction Engineering Corporation, in partnership with China State Construction Intelligent Land, has successfully acquired a land development project in Fengtai District for 1.354 billion yuan, with a floor price of approximately 28,400 yuan per square meter [1] Group 1: Project Details - The acquired land is located in Zhangguozhuang Village, Fengtai District, covering an area of 31,800 square meters [1] - The planned building area for the project is approximately 47,800 square meters, with a plot ratio of 1.5 and a height limit of 24 meters (30 meters in some areas) [1] - The site is situated between the fifth and sixth ring roads, near the Zhangguozhuang Station of Metro Line 14, and is close to the Garden Expo Park, with various shopping centers nearby, indicating a well-developed living environment [1]