Cai Jing Wang
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江松科技冲刺IPO:光伏“反内卷”中的设备突围
Cai Jing Wang· 2026-01-06 06:36
Core Viewpoint - The article highlights the competitive challenges in the global photovoltaic (PV) industry, particularly the phenomenon of "involution," characterized by price wars and homogenized products. Wuxi Jiangsong Technology Co., Ltd. (referred to as "Jiangsong Technology"), currently in the IPO stage, exemplifies a "counter-involution" trend through its innovative and differentiated approach in the PV battery automation equipment sector [1]. Group 1: Technological Innovation - The essence of the PV industry's involution is the homogenization of technology, leading to price wars as the primary competitive strategy. Jiangsong Technology focuses on technological innovation to break this deadlock by developing advanced automation equipment for PV battery production [2]. - The company has successfully developed automation equipment for various processes in PV battery manufacturing, including diffusion annealing, PECVD, etching, texturing, and alkali etching, making it one of the few domestic manufacturers capable of providing comprehensive production solutions [2]. - Jiangsong Technology's automation equipment features high operational efficiency, precision, low breakage rates, and customization capabilities, enabling smart production and data collection for clients' digital factories [2]. Group 2: Market Position and Growth - Jiangsong Technology's diffusion annealing automation equipment achieves a capacity of 13,500 wafers per hour with a breakage rate as low as 0.01%, outperforming both domestic and international competitors [3]. - The company's PECVD automation equipment has increased production capacity from 4,500-6,000 wafers per hour to 8,500 wafers per hour, significantly aiding in cost reduction and efficiency improvement in PV battery production [3]. - Jiangsong Technology ranks first among PV battery automation equipment manufacturers according to the China Photovoltaic Industry Association's 2022-2023 annual report, with a compound annual growth rate of 58.15% in revenue from 2022 to 2024, indicating strong market recognition [3]. Group 3: Industry Dynamics and Future Outlook - Equipment manufacturers play a crucial role in the PV industry's value chain, influencing production efficiency, quality, and costs. Jiangsong Technology's focus on N-type battery technology positions it well to meet new market demands and facilitate the transition to advanced technologies [4]. - The global PV industry continues to grow, with 2023 witnessing a record 390 GW of new installations, including 216.88 GW in China. This growth is expected to drive demand for equipment manufacturers like Jiangsong Technology [5]. - Jiangsong Technology's IPO funding aims to expand production capacity, enhance product offerings, and strengthen R&D capabilities, reflecting a strategic shift in the Chinese PV industry towards high-end equipment and innovative technologies [5].
景泽生物递表港交所,专注于辅助生殖及眼科领域创新药物
Cai Jing Wang· 2026-01-06 05:43
(编辑:杨燕 林辰) (港交所披露易) 近日,景泽生物医药(合肥)股份有限公司向港交所递交上市申请,作为一家专注于辅助生殖药物、眼科 药物两大赛道的生物制药公司,景泽生物建立了全面的研发体系、以及商业级规模的内部生产能力,自 主研发了多条产品管线、并且已将两个领域多款高技术且极具商业前景的候选药物推进至临床试验后期 及商业化阶段。 ...
中原银行:行长周锋任职资格获核准
Cai Jing Wang· 2026-01-06 04:48
1月5日,中原银行发布公告称,该行近日已取得来自国家金融监督管理总局河南监管局的《河南金融监管局关于周锋中原银行 行长任职资格的批复》(豫批复[2025]328号)。根据该批准文件,周锋担任该行行长的资格已获得核准,其任期自2025年12 月31日(即国家金融监督管理总局河南监管局核准其行长任职资格之日)起至该行第三届董事会换届时止。 (中原银行) ...
吉利汽车亮相CES并发布全域AI 2.0
Cai Jing Wang· 2026-01-06 04:06
Core Viewpoint - Geely Auto announced the evolution of its AI technology system to version 2.0 at CES 2026, introducing the WAM world behavior model for cross-domain integration in automotive intelligence [1] Group 1: AI Technology Advancements - The AI 2.0 system supports the evolution of the Eva super-human emotional intelligence agent, which serves as the central intelligence for vehicles, enabling human-like dialogue and autonomous decision-making capabilities [1] - Geely introduced the G-ASD (千里浩瀚辅助驾驶系统) brand for its advanced driver assistance system, utilizing the Smart AI Agent architecture and the WAM model, achieving functionality coverage from Level 2 to Level 4 [1] Group 2: Product Launches and Sales Goals - Geely showcased new models including the Zeekr 9X and Galaxy M9, along with technological advancements such as the Shendun battery [1] - The company reported a 90% year-on-year increase in new energy vehicle sales for 2025 and plans to launch approximately 10 new vehicles in 2026, aiming for an annual target of 3.45 million units [1]
老百姓大药房:精准服务银发群体,打造社区居家养老的健康生活驿站
Cai Jing Wang· 2026-01-06 03:51
其三,持续推进"适老化"建设,在部分门店内外设置无障碍通道,配备放大镜,提供放大版说明书和说 明书放大打印服务,设置老年人专属药事咨询服务台、专属座椅,安排专业药师专门服务老年人,针对 行动不便的顾客提供免费送药上门服务等。 其四,向银发群体提供便民服务,帮助老年顾客使用智能手机打车、缴纳话费、协助医院挂号等,提供 贴心关怀。 1月5日,老百姓大药房发布机构投资者交流活动会议纪要。 在纪要中,老百姓大药房表示,银发群体是公司重要的服务对象,公司重视老年人在健康方面多层次多 样化需求,重点关注老年人疾病监测、慢病管理、便捷用药和情感需求等,致力于打造社区居家养老的 健康生活驿站。 其一,公司商品品规涵盖老年人健康的方方面面,包括药品、医疗器械、健康养生,充分满足银发群体 的健康商品需求。 其二,公司在全国万家门店铺设了血糖、血压、尿酸、幽门螺旋杆菌、血氧饱和度等慢病免费自测蓝牙 智能设备,大力培养慢病专家,利用自研开发的数智化工具,帮助银发慢病顾客更好地进行慢病自测、 慢病用药指导等全病程管理。 ...
泰禾集团董事长黄其森留置措施已经解除
Cai Jing Wang· 2026-01-06 03:40
1月5日,泰禾集团股份有限公司发布重大事项公告。公告称,公司于2025年8月22日披露了公司董事长 兼总经理黄其森先生被辽宁省新民市监察委员会实施留置措施的公告。截止本公告披露日,对黄其森先 生的留置措施已经解除,黄其森先生正常履行公司董事长兼总经理的职责,公司生产经营情况正常。 ...
越秀地产25.61亿元竞得浦东新区地块
Cai Jing Wang· 2026-01-06 03:34
1月6日,据上海土地交易市场公告,上海举行2026年首次土拍,推出浦东森兰和闵行紫竹2宗涉宅地 块,总出让面积约8.92万㎡,总起价45.7亿元。其中,越秀地产以底价25.61亿元竞得浦东新区Y00-0402 单元E04B-10地块,楼面价38035元/㎡。该地块占地面积约2.69公顷,规划住宅建筑面积约6.73万㎡,容 积率2.5。地块位于莱阳路芳菲路口,距6号线洲海路站约800米,周边森兰商都等商业配套成熟,生态 环境优越。 楼面价38035元/㎡ ...
众信旅游北京集中新增9家线下门店
Cai Jing Wang· 2026-01-06 02:44
众信旅游北京零售门店相关负责人表示,此次集中开店是公司零售网络扩展的重要举措。截至 2026 年1 月,众信旅游在北京门店数量已超150家,新增门店后将提升市场渗透率与服务响应效率。 (众信旅游) 近期,众信旅游在北京地区集中开设9家线下零售门店,分别为永安里店、石景山山姆店、黄寺大街 店、花家地营业部、通州莲花荟店、甜水园店、南三环西路营业部、朝阳门外大街营业部及北三环安贞 营业部。 新开门店均采用 "智慧门店 3.0" 标准,集成自主研发的 "优游有米" 移动小程序,配备 AI 客服、智能产 品推荐、多维产品对比等数字化服务功能。同时,门店延续 "旅游服务 + 本地生活" 融合运营模式,提 供消费者沙龙、社区活动、签证办理、旅游周边配套等增值服务。 选址方面,9 家门店覆盖核心商务区、热门商圈、大型社区及交通便利区域,将进一步完善众信旅游在 北京的全域服务网络,助力实现 "1 小时交通圈" 旅游服务覆盖。 ...
泰禾董事长黄其森解除留置,公司债务逾期698亿
Cai Jing Wang· 2026-01-06 02:39
Group 1 - The chairman of Taihe Group, Huang Qisen, has had his detention measures lifted and is resuming his duties as chairman and general manager, with normal business operations continuing [1] - Huang Qisen was placed under detention due to suspected illegal activities as reported on August 22, 2025, but the specific reasons for his detention were not disclosed [1] - Taihe Group has been facing a liquidity crisis in recent years, with deteriorating financial conditions, and Huang Qisen has been listed as a person subject to enforcement, with a consumption restriction order issued against him [1] Group 2 - Taihe Group was delisted from the Shenzhen Stock Exchange in August 2023 [2] - As of November 30, 2025, Taihe Group and its consolidated companies reported overdue interest-bearing total liabilities of 69.836 billion yuan, with non-standard debt overdue loans amounting to 48.102 billion yuan, domestic corporate bonds at 10.416 billion yuan, and overseas dollar bonds at 11.318 billion yuan [2]
A股2026年“火热”开年 上证指数重返4000点之上
Cai Jing Wang· 2026-01-06 02:33
来源:21世纪经济报道 作者:易妍君 编者按: A股"火热"开年 2026年A股首个交易日三大股指悉数上涨,上证指数重返4000点之上,日线更是迎来罕见的12连阳。市场热点轮番活跃,脑机接口、保险、存 储器等题材涨幅明显。与此同时,公募机构普遍对2026年A股市场持乐观态度,认为市场核心驱动力将从2025年的"估值修复"逐步过渡至2026 年的"盈利驱动",整体有望呈现震荡上行、中枢抬升的格局。 2026年,A股旗开得胜,三大股指在首个交易日(即1月5日)悉数上涨。 这一天,上证指数重返4000点之上,日线更是迎来罕见的12连阳,为"春季躁动"预期下的A股市场再添"一把火"。 市场热点轮番活跃,脑机接口、保险、存储器等题材相对强势;CRO、模拟芯片、基因检测、虚拟人等概念也有不错的表现。 展望后市,前海开源基金首席经济学家、基金经理杨德龙判断,2026年科技牛行情有望延续。 亦有受访人士向21世纪经济报道记者指出,A股接下来的表现将紧密围绕几个核心变量展开,如宏观稳增长政策的具体力度、美联储货币政策 的实际节奏等。 对于2026年的投资,机构倾向于在科技成长、先进制造、顺周期与消费等方向挖掘机会。 多因素助推 ...