2025年前三季度，颀中科技实现收入16.05亿元，归母净利润1.85亿元。 商报君送福利 1月25日，颀中科技（688352）发布公告，通报关于全资子公司颀中科技（苏州）有限公司发生火灾事故的情况。 据公告，2026年1月24日清晨，公司的全资子公司苏州颀中厂区凸块制程段发生火灾，事故后公司迅速启动应急预案，成立现场应急小组，并配合当地消 防部门进行灭火救援，目前火情已扑灭，具体事故原因仍在调查中。 此次火灾未造成人员伤亡，但对凸块制程段的部分无尘室环境及生产设备造成影响，具体损失正在核实评估，初步预计将对2026年全年业绩产生一定影 响。公司已对受损资产投保财产险，相关保险理赔工作正在推进。同时，为保障客户订单交付，公司将统筹安排合肥厂区的产能，并加速凸块产能扩充， 以应对生产进度的影响。 颀中科技是集成电路高端先进封装测试服务商，可提供全方位的集成电路封测综合服务，覆盖显示驱动芯片、电源管理芯片、射频前端芯片等多类产品。 朋友们千万别错过！ ↓↓↓ 来源 读创财经 看推文多多留言 有机会获商报君送出的礼品 ...

Core Viewpoint - TCL Smart Home (002668) is involved in a legal dispute with Gao Rong Capital regarding equity transfer payments, with a recent court ruling requiring the company to pay 23.52 million yuan and associated late fees, potentially impacting profits by approximately 27 million yuan [1][7]. Group 1: Legal Proceedings - The recent court ruling mandates TCL Smart Home to pay Gao Rong Capital 23.52 million yuan plus late fees within ten days of the judgment becoming effective [1][7]. - The court dismissed other claims made by Gao Rong Capital in this case [1][7]. - In a separate case, TCL Smart Home, as the plaintiff, sought the return of 159 million yuan in equity transfer payments from Gao Rong Capital and Zhao Guodong, but the court upheld the previous ruling against the company [4][6]. Group 2: Financial Impact - If the recent ruling is upheld, TCL Smart Home estimates a reduction in profits by approximately 27 million yuan [1][7]. - The company reported a revenue of 14.346 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 2.87%, and a net profit of 977 million yuan, which is an 18.45% increase year-on-year [7]. Group 3: Background Information - The disputes trace back to 2015 when Gao Rong Capital invested 20 million yuan in Zhongrongjin (now Beijing Haorong Technology Co., Ltd.), acquiring a 5% stake [5]. - Gao Rong Capital later sold a 51% stake in Zhongrongjin to Guangdong Aoma Electric Co., Ltd. (now TCL Smart Home) for 612 million yuan, with the value of the shares increasing nearly fivefold within five months [5].

帅丰电器（605336）1月23日晚间公告，预计2025年实现归属于母公司所有者的净利润亏损4300万元至6200万元，预计2025年实现营业收入2.1亿元至2.5亿 元，扣除与主营业务无关的业务收入和不具备商业实质的收入后的营业收入为2亿元到2.4亿元，低于3亿元。公司股票在2025年年度报告披露后可能被实 施退市风险警示(在公司股票简称前冠以"*ST"字样)。 值得一提的是，这将是帅丰电器上市后首次录得年度亏损。此前几年公司虽然净利润连降，但均实现盈利。此外，公司2025年营收较上年或减少逾2亿 元。 事实上，帅丰电器2025年前三季度尚有盈利，归母净利润为295万元，同比下降93.3%。 公司毛利率和净利率2024年来持续下降，2025年前三季度毛利率为32.48%，上年同期为43.07%；净利率为1.34%，上年同期为14.07%。 2020年10月，帅丰电器登陆上交所。公司主要从事以集成灶为核心的现代新型厨房电器的研发、设计、生设计、生产和销售。 近年来公司业绩面临极大压力，2022年至2024年营收连续三年下滑，从2021年的9.78亿元降至2024年的4.3亿元，营收三年间腰斩；同时，归母净利润 ...

1月23日，浙江证监局官网发布的行政监管措施公告显示，浙商证券杭州分公司被出具警示函。 | 索 引 号 | bm56000001/2026-00000871 | ਜੇ 崇 | 行政监管措施;证券经营机构监管 | | --- | --- | --- | --- | | 发布机构 | | 发文日期 | 2026年01月23日 | | 称 ਸਮ | 关于对浙商证券股份有限公司杭州分公司、林长富、应文敏采取出具警示函措施的决定 | | | | 文 号 | | 主题词 | | 二级市场上，截至23日收盘，浙商证券涨0.28%，报10.88元/股，总市值497.6亿元。 经查，浙商证券杭州分公司存在对投资者以往交易合规审核把关不严、账户实名制管理不到位的问题，违反了《证券经纪业务管理办法》（证监会令第 204号）第十一条第一款、第二十五条的规定。林长富、应文敏作为时任管理人员，对上述问题负有责任。 根据《证券经纪业务管理办法》（证监会令第204号）第四十三条的规定，浙江证监局决定对浙商证券杭州分公司、林长富、应文敏采取出具警示函的行 政监管措施，并记入证券期货市场诚信档案。 公开信息显示，近一年内，浙商证券及其子公司屡遭 ...

Core Viewpoint - Dize Pharmaceutical Co., Ltd. has submitted its listing application to the Hong Kong Stock Exchange, focusing on its innovative cancer treatment products, particularly Shuwozhe and GaoRuizhe, which are pivotal for the company's revenue generation [1][2]. Group 1: Company Overview - Dize Pharmaceutical is a commercial-stage biopharmaceutical company specializing in oncology and hematological diseases [1]. - The company’s main product, Shuwozhe, is the only approved small molecule EGFR tyrosine kinase inhibitor for treating EGFR 20 insertion mutation lung cancer globally [1]. - GaoRuizhe is the first and only JAK1 inhibitor approved for treating relapsed or refractory peripheral T-cell lymphoma [2]. Group 2: Financial Performance - Revenue for Dize Pharmaceutical during the reporting period (2023, 2024, and the first three quarters of 2025) was RMB 91.29 million, RMB 360 million, and RMB 586 million respectively [2][3]. - Shuwozhe's revenue contribution was 100%, 86.4%, and 72% over the same periods, indicating a decline in its revenue share but still being the primary income source [2]. - The company reported net losses of RMB 1.11 billion, RMB 940 million, and RMB 649 million for the respective years [2][3]. Group 3: Cost Structure and Profitability - The company has incurred significant R&D expenses, amounting to RMB 806 million, RMB 724 million, and RMB 644 million, which are substantially higher than its revenue [4]. - Gross profit margins were relatively high at 96.5%, 97.4%, and 95.7%, attributed to strong R&D capabilities and pricing power from innovative products [4]. - The company has faced continuous net losses since its establishment, accumulating over RMB 4 billion in losses from 2018 to 2024 [3][4]. Group 4: Market Position and Client Concentration - Dize Pharmaceutical's revenue is highly concentrated, with the top five customers accounting for 90.8%, 89.6%, and 81.7% of total revenue during the reporting periods, and the largest customer contributing around 40% [5]. - The company also relies on a limited number of suppliers, with the top five suppliers representing 60.6%, 57.0%, and 57.8% of total procurement [5]. - Dize Pharmaceutical was founded in October 2017 and was listed on the Shanghai Stock Exchange in December 2021, with a current market capitalization of RMB 27.84 billion [5].

1月23日晚间，新大正公告，公司拟通过发行股份及支付现金的方式向TS Capital Facility Management HoldingCompany Limited（以下简称"信宸设施管 理"）等8名交易对方购买其合计所持有的嘉信立恒设施管理（上海）有限公司（以下简称"标的公司""嘉信立恒"）75.1521%股权（对应2,306.9737 万元注 册资本），交易价格为9.17亿元。同时，向不超过35名特定投资者发行股份募集配套资金，总额不超过4.59亿元。交易完成后，这家以公建物业见长的物 业公司将正式切入综合设施管理（IFM）赛道，意图打造"物业管理+设施管理"双轮驱动格局。 本次交易完成后，公司总股本将增至281,594,090 股，信宸设施管理及其一致行动人将持有公司42,016,052股，合计持股比例将达到14.92%，将成为公司持 股5%以上的股东。 本次交易前后公司控股股东均为王宣女士，实际控制人均为王宣女士及其一致行动人李茂顺先生，本次交易前后，未导致上市公司控制权发生变化。 根据公告，本次交易构成重大资产重组，构成关联交易，但不构成重组上市。交易尚需履行相关决策和审批程序，包括上市公司股 ...

Core Viewpoint - Shinhua Holdings (600653) expects a significant loss for the fiscal year 2025, projecting a loss between 1.1 billion to 1.85 billion yuan, with a net profit attributable to shareholders, excluding non-recurring gains and losses, expected to be a loss between 1.2 billion to 1.95 billion yuan [1] Group 1: Financial Performance - The primary reasons for the anticipated loss include intensified competition in the automotive market, significant adjustments in the macroeconomic environment and financial policies, leading to escalated price competition among brands [1] - The company has faced dual pressures from the market and the original equipment manufacturer (OEM) as a BMW dealer [1] - Non-operating income for the period is approximately 9 million yuan, a decrease compared to the same period last year, primarily due to the absence of previous gains from the transfer of Jinbei Technician College and repayments from Brilliance Group and Renault Jinbei [1] Group 2: Business Segments - Shinhua Holdings operates in four main business segments: automotive consumer services, new energy, real estate, and financial services [1] - The company has reported a continuous decline in net profit excluding non-recurring items for three consecutive years, with figures of -1.71 billion yuan, -2.44 billion yuan, and -1.32 billion yuan for the years 2022 to 2024 respectively [1] Group 3: Market Position - As of January 23, the stock price of Shinhua Holdings is 2.00 yuan per share, with a total market capitalization of 38.93 billion yuan [2]

Group 1 - The core product launched by Pop Mart in January is the "PUCKY Knock Knock Series" plush blind box, which features an electronic sound device that triggers sound effects when the head is tapped, aimed at emotional stress relief [6] - The blind box includes 6 regular characters and 1 hidden character, priced at 99 yuan per box and 594 yuan for a full set of 6. The product quickly sold out on the official website, with resale prices skyrocketing [6] - The hidden character "Success" saw its market price rise from 99 yuan to 396 yuan, a 300% increase, while the most popular regular character "Wisdom" increased from 99 yuan to 209 yuan, a 100% increase [6] Group 2 - Following the product's success, Pop Mart's stock price surged over 6% on January 22, closing at 206 HKD per share, with a market capitalization of 276.4 billion HKD [9] - On January 21, Pop Mart announced a share buyback of 500,000 shares for a total of 96.49 million HKD, marking the second buyback within the week, with a cumulative buyback amount nearing 350 million HKD [9] - Morgan Stanley projects that Pop Mart's net profit will reach 12.6 billion RMB by 2025, supported by a net cash flow of 20 billion RMB at the end of last year, indicating strong performance potential for 2025 and Q1 2026 [9]

1月23日晚间，云南城投（600239）公告称，为优化资产结构，确保及时收回投资，进一步聚焦主责主业，公司拟通过公开挂牌方式转让昆明七彩云南城 市建设投资有限公司(简称"七彩公司")10.5%股权。 公告援引北京中同华资产评估有限公司出具的标的资产评估报告称，以2025年7月31日为评估基准日，股东全部权益账面价值约-1.72亿元，评估价值约 6.59亿元，云南城投拟转让的七彩公司10.5%股权评估价值为0.69亿元。 然而，云南城投以2025年7月31日为评估基准日开展评估，并参考2018年转让七彩公司59.5%股权时的估值水平，对应10.5%股权的价值为人民币2.93亿 元，拟以此作为本次公开挂牌的转让底价，约为评估价值的四倍有余。 公告显示，七彩公司成立于2016年8月4日，注册资本1.2亿元，主营业务为项目投资及对投资项目进行经营管理、房地产开发及经营。其开发的"古滇未来 城"项目位于昆明市晋宁区晋城镇新街片区，总占地面积为1171.03亩，涉及20宗土地。目前，该项目已完成海云荟、观云府、滇池美岸、春城365一期竣 备交付，春城365二、三期正在施工中，已开发土地面积399.94亩。 读创财经注意到 ...

公司表示，熊慧、熊钧目前未在公司担任董事或高级管理人员职务，上述事项不会对公司日常经营活动产生重大不利影响。公司具备完善的法人治理结构 与内部控制体系，各项经营管理工作均有明确的流程保障，公司日常经营管理由高管团队负责，董事及高级管理人员目前均正常履职。目前，公司业务正 常开展，经营活动正常进行。 据悉，熊慧毕业于复旦大学微生物学专业，曾成功开发国内首个应用于临床的基于一代测序平台的HBV耐药突变检测试剂盒。熊慧与熊钧系姐弟关系。 2024年7月，公司收到通知，董事长、总经理熊慧，实际控制人、时任董事兼时任副总经理熊钧及时任副总经理薛愉玮因涉嫌非法经营被公安机关采取指 定居所监视居住措施，时任副总经理何俊彦涉嫌非法经营被公安机关采取刑事拘留措施。 2024年10月，公司收到上述人员家属通知，熊慧、熊钧、薛愉玮、何俊彦的强制措施变更为刑事拘留，涉嫌罪名变更为诈骗罪。2024年12月，熊慧、熊钧 因涉嫌诈骗罪已被批捕，案件已经进入检察机关审查起诉阶段。 1月23日，睿昂基因还发布业绩预告，预计2025年年度实现营业收入为1.7亿元至1.76亿元。公司预计2025年年度实现归母净利润约亏损3991万元至5986万 ...