Group 1 - The core viewpoint of the news is that Guangdong Xingguang Development Co., Ltd. (stock code: 002076.SZ) has announced a significant increase in its expected revenue for the year 2025, projecting between 360 million to 410 million yuan, which represents a growth of 87.6% to 113.7% compared to the previous year [1] - The company anticipates a net revenue of 340 million to 370 million yuan for 2025, indicating a growth of 102.8% to 120.7% year-on-year [1] - The growth in performance is attributed to the implementation of overall strategies and improvements in operational efficiency, focusing on core businesses such as photovoltaic components, energy storage products, and smart city construction [1] Group 2 - For 2026, the company plans to strengthen its innovation capabilities, enhance talent cultivation, and increase investment in technology to improve the efficiency of technology transfer [2] - The company will continue to focus on its main business of "dual carbon energy and smart city full-scene services" while integrating new technologies such as quantum technology, artificial intelligence, and big data [2] - The strategic and industrial layout is expected to lead to a rapid development cycle for the company in 2026 [2]

2026年1月27日， 阳光诺和 （688621.SH）发布公告，宣布正式终止以发行股份及可转换公司债券方式收 购朗研生命100%股权的重组计划，并撤回相关申请文件。这是自2022年以来，阳光诺和第二次对同一标 的发起收购并以失败告终。至此，该项目也成为 国联民生 证券今年以来已终止的第三个项目。 值得注意的是，两次交易，相隔三年，标的相同、实控人一致、中介机构未变——国联民生证券始终担任 独立财务顾问（其中第一次为合并前的民生证券）。从2022年16.11亿元的首次尝试，到2025年12亿元的 再度推进，阳光诺和始终试图打通"CRO（研发外包）+医药工业"一体化平台的战略构想，屡次在政策变 化与估值博弈的双重压力下受阻。 | 项目 | 第一次收购（2022–2023） | 第二次收购 (2025-2026) | | --- | --- | --- | | 交易对价 | 16.11亿元 | 12亿元 | | 标的估值依据 | 2022年收益法评估 | 2025年6月30日收益法评估 | | 核心产品风险 | 缅沙坦类、蚓激酶等集采降价 | 同类产品续标价降幅超90% | | 业绩承诺 | 未明确披露 | 20 ...

据评选主办方介绍,本次评选面向全国保险行业广泛征集数字化转型相关案例,旨在梳理行业转型成果,发 掘可复制推广的实践经验。评选组建了由监管代表、行业专家、技术学者及媒体人士构成的专业评审 团,围绕技术创新性、方案可行性、服务落地效果、用户体验优化及行业示范价值等多个核心维度展开 综合考评,最终确定获奖名单。主办方明确表示,入选案例均经过多轮严格审核,被视为当前保险业数字化 转型的代表性实践范本。 2025保险业数字化转型案例评选结果近期正式揭晓。该评选由国家金融监督管理总局主管媒体《中国银 行保险报》主办,作为行业内具有重要影响力的专业评选活动,其结果备受关注。记者从评选结果公示信 息中获悉,中国人保旗下官方平台申报的"3+2"金融创新矩阵案例,成功斩获"数字化转型优秀案例"与"创 新技术与平台优秀案例"两项殊荣,成为本次评选的重点关注对象之一。 值得注意的是,中国人保APP的跨业务整合能力成为其案例的重要亮点。作为人保集团核心服务载体,该 平台已实现财险、寿险、健康险、资产管理及养老服务等多个核心业务板块的互联互通。这意味着用户 无需单独下载不同业务线的专属平台,通过单一平台即可办理多数保险相关业务,形成"一 ...

Core Viewpoint - The successful bid for the 2025 wind power project by China Shipbuilding Technology is a significant achievement, marking a strong start for the company's business expansion in 2026, with a contract value of 792 million yuan [1]. Market Expansion - The project is the largest onshore wind power project in Anhui Province, with a total installed capacity of 500 MW, located in Mingguang City, and is expected to be completed within 18 months [2]. - The project will utilize a "dual site simultaneous advancement" model, with two sites each planned for 250 MW capacity, including the construction of two 220 kV booster stations and over 64 kilometers of transmission lines [2]. Customized Equipment - The wind power resources in Anhui are characterized by low wind speeds, necessitating customized solutions to enhance efficiency and manage costs [3]. - The 6.25 MW onshore wind turbine, designed for low wind speed areas, features advanced technology and is capable of operating in various terrains and complex environments, improving efficiency by over 3% [3]. Product Performance - The 6.25 MW turbine has been successfully deployed in nearly 10 large wind power projects, accumulating orders of nearly 3 GW, and has been recognized as the top onshore wind turbine globally for 2025 [4]. - The new 7.X MW flagship model, launched in 2025, has shown a 12% reduction in site points compared to the 6.25 MW model, leading to a 3% decrease in overall project development costs [4]. Strategic Partnerships - The successful bid is part of the company's strategy to deepen relationships with major clients and expand in the regional renewable energy market [5]. - A framework agreement has been signed with China Coal Xinji (Jiangxi) New Energy Co., Ltd. and the local government to develop a 500,000 kW wind power hydrogen production and green methanol integration project [6]. Clean Energy Commitment - The project aims to produce 1.65 million tons of green hydrogen and 150,000 tons of green methanol annually, leveraging local wind resources [7]. - The company will provide comprehensive technical support and services for the project, enhancing its value and contributing to a complete renewable energy industry system [7]. Contribution to Carbon Neutrality Goals - The successful bid reflects the company's technical strength and market competitiveness, highlighting its role in advancing clean energy and supporting China's carbon neutrality goals [8]. - The company plans to focus on low wind speed wind power technology innovation and deepen strategic cooperation with state-owned energy enterprises and local governments [8].

近年来，恺英网络持续加大研发投入，深耕软件研发、产品创新、技术服务及平台能力建设。未来，公 司在董事长金锋的带领下，将进一步夯实数智化能力，深化技术体系布局，提升核心竞争力，为长三角 软件产业高质量发展贡献力量。 在本次评选中，恺英网络旗下多家子公司收获多项荣誉：上海恺英软件技术有限公司同时获评"2025长 三角百家品牌软件企业""2025上海软件核心竞争力企业（规模型）"；上海盛凇网络科技有限公司获 评"2025上海软件核心竞争力企业（规模型）"；上海逗视网络科技有限公司获评"2025上海软件核心竞 争力企业（创新型）"。 据了解，"长三角百家品牌软件企业"由江浙沪皖省级软件行业协会联合遴选，以统一标准为基础，在各 地"软件企业核心竞争力评价"成果上推荐产生，旨在推动长三角一体化发展国家战略落地、打造长三角 软件品牌。而上海软件企业核心竞争力评价则以《软件企业核心竞争力评价规范》(T/SSIA0001-2018) 为依据，结合行业统计数据，从经营业绩、科研能力、创新成效、质量保证等维度对企业竞争力进行综 合评定，是推动上海软件产业高质量发展的重要活动之一。本次获奖情况已同步刊登于《文汇报》。 近期，2025 ...

Core Viewpoint - The acquisition attempt by Guangzhou Silin Jie Technology Co., Ltd. for Qingdao Kekai Electronics Research Institute Co., Ltd. has failed, with the independent financial advisor unable to reverse the situation [1] Group 1: Company Overview - Guangzhou Silin Jie Technology focuses on the development, production, and sales of industrial automation testing products, including embedded intelligent instrument modules and machine vision products [2] - The company anticipates a loss of 8 million to 11.5 million yuan in 2025, marking a shift from profit to loss compared to 2024 [2] - The stock price of Silin Jie experienced a significant increase, with four consecutive 20% daily limits, following the announcement of the acquisition of Kekai Electronics [2] Group 2: Acquisition Details - The acquisition involved a significant asset restructuring plan, where Silin Jie intended to acquire 71% of Kekai Electronics through a combination of share issuance and cash payment [4] - The independent financial advisor for the acquisition was Guolian Minsheng Securities, which failed to turn the situation around [4] Group 3: Kekai Electronics Background - Kekai Electronics, established in 1997, specializes in the research, production, and sales of high-reliability micro-circuit modules, primarily serving military applications [3] - The company faced challenges during its IPO process, including issues such as inflated R&D expenditures and poor internal controls, leading to regulatory warnings for its underwriters and auditors [3][5] Group 4: Financial Performance - Kekai Electronics reported revenues of 308 million yuan, 164 million yuan, and 119 million yuan for the years 2023, 2024, and the first half of 2025, respectively [5] - The net profits for the same periods were 167 million yuan, approximately 99.92 million yuan, and approximately 48.84 million yuan, with a significant decline attributed to changes in the military industry and customer demand [5] - The company has a high customer concentration, with over 99% of revenue coming from the top five clients, including 73.4% from a subsidiary of China Ordnance Industry Group [5] Group 5: Termination of Acquisition - The termination of the acquisition was attributed to the large scale of the transaction and changes in the market environment since the initial planning [6] - The chairman of Silin Jie indicated that the prolonged duration of the restructuring process and increased uncertainty in the transaction's progression were key factors in the decision to withdraw [6]

此外，还将在应用与生态层，聚焦投研、风险控制与策略管理等核心场景，持续探索人工智能技术在量 化交易与金融业务中的工程化应用路径，推动形成协同演进的生态服务体系。 此外，高盈科技还表示，未来还将联合中科闻歌在商业创业和产业赋能上，探索AI驱动的商业模式创 新，共同推进智能化解决方案在量化投资领域的产业化推广。 市场人士指出，此次合作是量化投资技术与数据智能技术的深度融合。高盈科技在量化交易平台、策略 工程化及市场实战方面的优势，与中科闻歌在多模态数据治理、通专融合大模型与决策智能方面的技术 积累形成强互补。双方将通过构建"数据－模型－决策"闭环体系，打造更智能、更精准的投研辅助系 统。 高盈科技透露将以此次合作为起点，携手中科闻歌持续推动AI技术在金融量化领域的深度应用，共同 抢占"AI+量化"新高地，为行业智能化升级注入新动能。中科闻歌也表示，此前中科闻歌已布局人工智 能赋能银行、基金、保险等金融领域业务，本次合作将深化金融细分领域应用场景探索。 近日，高盈国际创新科技（香港）有限公司（以下简称"高盈科技"）与中科闻歌正式签署战略合作框架 协议。双方将围绕量化投资智能化升级，在另类数据赋能、因子智能挖掘、智能 ...

Core Viewpoint - The company, Biyimi (688045), announced an expected turnaround in profitability for the fiscal year 2025, projecting a net profit attributable to shareholders of 9 million to 13.5 million yuan, marking an increase of 26.17 million to 30.67 million yuan compared to the previous year [1] Financial Performance - The expected net profit attributable to shareholders for 2025 is projected to be between 9 million and 13.5 million yuan [1] - This represents a significant turnaround from the previous year's loss, with an increase in profit of 26.17 million to 30.67 million yuan [1] - The expected net profit after excluding non-recurring gains and losses is projected to be between -6 million and -3 million yuan, indicating a reduction in losses by 40.28 million to 43.28 million yuan compared to the previous year [1]

在皮肤科领域，黄褐斑的治疗方案长期遵循着一项国际公认的"金标准"：由氢醌、维A酸与糖皮质激素 组成的Kligman三联疗法。然而，这一经典方案在国内市场曾长期面临"有标准、无标准药"的困境，直 至国产标准化制剂孚立美®的出现，开始改写这一局面。 当孚立美®这样的国产药品主动选择以国际治疗金标准为基准，并凭借扎实的临床数据在品质层面接受 专业审视时，其意义已超越单点产品的上市。它标志着一部分中国制药力量，正尝试在细分治疗领域， 从"跟跑"转向以"质量对话"和"标准接轨"为核心的深度发展阶段。 行业观察指出，标准化国产制剂的出现，首要意义在于解决了这一临床实践痛点，为医生提供了质量稳 定、方便使用的工具。而更进一步的关注点，则落在药品本身的品质上。业内媒体赛柏蓝在相关报道中 分析指出，孚立美®的入局，正填补了该治疗领域长期存在的标准化空白。报道援引相关临床研究数据 显示，在关键疗效指标上，用药8周后，孚立美®治疗黄褐斑的有效率表现优于原研药Tri-Luma的历史 数据；在安全性维度，其不良反应发生率亦相对更低，呈现出疗效与安全性的双重优势。 （图源：赛柏蓝官方公众号） 这与人民日报健康客户端直播中专家呼吁的"为临 ...

明阳智能表示，公司凭借持续的产品迭代与技术创新，已建立起显著的技术领先优势与产品创新能力。 展望未来，公司将进一步以技术创新拓展资源开发边界、提升能源转换效率，以人工智能赋能风电产业 高质量发展，积极布局深远海市场，加速推动全球化战略落地。 10月，明阳智能发布全新一代Ocean X全球首款50MW超大型漂浮式风电机组。据悉，使用该风机可以 使漂浮式风电的成本降低1.5-4倍，接近目前一些近海海域的风电开发成本，同时抗台风能力卓越，有 望实现漂浮式风电的商业化、大规模开发。同时，公司推出的全新一代中速紧凑半直驱技术产品，兼 具"更可靠、更高效、更友好、更经济、更智慧"五大性能。 1月28日晚，明阳智能（601615）（601615.SH）发布2025年年度业绩预增公告，预计2025年1-12月实现 归母净利润为8亿元到10亿元,与上年同期相比将增加4.54亿元到6.54亿元，同比增加131.14%到 188.92%，扣非净利润同比增加230.66%到344.68%。 在开拓全球市场的同时，公司通过精细化管理、智能化升级等举措，实现降本增效。公司"明知顾问"风 电大模型智能系统融合知识图谱与大语言模型技术，采用 ...