一手带领公司成为行业龙头，碧水源（300070）(300070.SZ)创始人、前董事长文剑平的结局或不理 想。 7月16日，碧水源公告显示，公司股东文剑平所持公司的3744.95万股股票，将被司法拍卖。截至公告日 收盘，文剑平将被拍卖股份市值约为1.69亿元。 文剑平是碧水源的主要创始人，公司于2010年成功登陆创业板，并于2019年引入中交集团，控制权随之 发生了变更。 长江商报记者统计发现，2020年3月到2023年8月，文剑平减持碧水源股份合计套现约14亿元。 2023年7月，文剑平辞任碧水源董事长职务。一年后，文剑平被立案调查、实施留置。 2025年2月，文剑平辞任碧水源董事职务，彻底告别了公司的管理层。 当前，碧水源业绩并不理想，2024年和2025年一季度，公司营业收入分别为85.49亿元和15.91亿元，同 比分别下降4.51%和12.65%；净利润分别为5858.50万元和6004.16万元，同比分别下降92.34%和 34.29%。 而且，截至2025年一季度末，碧水源应收账款高达124.87亿元，资产负债率升至62.63%。 3744.95万股将司法拍卖 7月16日，碧水源发布公告称，公司 ...

在政策、资本与产业的多重推力下，低空经济正迎来爆发式增长。 7月16日，在第三届中国国际供应链促进博览会上，小鹏汇天"陆地航母"飞行汽车亮相智能汽车链展区。 此前一天，小鹏汇天宣布完成2.5亿美元B轮融资，并称此轮融资将用于确保小鹏汇天飞行汽车研发、规模量产和 商业化进程的顺利实现。 截至目前，根据已披露的金额，小鹏汇天累计融资超7.5亿美元(按照当前汇率计算约合人民币53.83亿元)。 近日，小鹏汇天介绍，其全球首个飞行汽车量产工厂已经封顶，正进行设备调试，并计划在2025年第四季度竣 工，"陆地航母"也将在2026年量产交付。该工厂规划年产能1万台。 完成2.5亿美元B轮融资 小鹏汇天是小鹏汽车旗下专注研发飞行汽车的生态企业，前身为汇天科技有限公司，创立于2013年，创始人是赵 德力。 2021年10月，小鹏汇天曾获得超5亿美元A轮融资，由IDG资本、五源资本及小鹏汽车领投，红杉中国、钟鼎资 本、GGV纪源资本、高瓴创投以及云锋基金等知名机构跟投。 2020年，小鹏汽车董事长何小鹏找到赵德力，共同投资、控股成立了广东汇天航空航天科技（000901）有限公 司，也就是如今的小鹏汇天。 目前，小鹏汇天是亚洲规 ...

Core Viewpoint - Pinggao Electric has secured multiple contracts with State Grid, totaling approximately 1.45 billion yuan, marking its fourth major contract announcement this year, with a cumulative contract value of 5.365 billion yuan [1][2][4]. Group 1: Contract Wins - The recent contracts include 28 packages worth about 1.37 billion yuan for various electrical equipment and 5 packages worth 56.65 million yuan for distribution materials [2]. - The company has been actively expanding its market presence, with significant contract wins throughout 2025, including a 773 million yuan contract in January and a 1.391 billion yuan contract in March [4]. - Cumulatively, the contracts won this year account for approximately 43.26% of the company's projected revenue for 2024 [4]. Group 2: Financial Performance - As of the end of Q1 2025, the company reported a revenue of 2.51 billion yuan, a year-on-year increase of 22.82%, and a net profit of 358 million yuan, up 55.94% [7]. - The gross margin has improved, reaching 28.74% in Q1 2025, the highest for the same period in nearly nine years [7]. - The company's contract liabilities stood at 1.335 billion yuan at the end of Q1 2025, reflecting a 1.37 million yuan increase from the end of 2024 [5]. Group 3: Research and Development - The company has significantly increased its R&D expenditure, with a 43.29% year-on-year growth in Q1 2025, amounting to 105 million yuan, which is 4.17% of its revenue [6][8]. - Pinggao Electric employs 777 R&D personnel, making up 16.75% of its total workforce, and has achieved over 200 core technologies through innovation [8]. - The company aims to continue focusing on R&D and market expansion, with a target revenue of 12.5 billion to 13.5 billion yuan for 2025 [8].

Core Viewpoint - Zhongji Xuchuang (300308.SZ), a leading optical module supplier, is expected to achieve significant profit growth in the first half of 2025, driven by strong demand for high-end optical modules and ongoing investments in computing infrastructure [1][3]. Financial Performance - The company forecasts a net profit attributable to shareholders of 3.6 billion to 4.4 billion yuan for the first half of 2025, representing a year-on-year increase of 52.64% to 86.57% [1][3]. - The optical module business is expected to generate a net profit of approximately 4 billion to 4.9 billion yuan, up 57.02% to 92.35% compared to the same period in 2024 [1][4]. - In Q1 2025, Zhongji Xuchuang reported revenue of 6.674 billion yuan, a year-on-year increase of 37.82%, with net profits of 1.583 billion yuan and 1.568 billion yuan, reflecting growth rates of 56.83% and 58.39% respectively [3][4]. Market Dynamics - The growth in performance is attributed to the increasing demand for optical modules driven by AI infrastructure development and strong capital expenditures from CSP customers [4][5]. - Major clients, including Microsoft, Meta, Google, and Amazon, increased their capital expenditures by 69% year-on-year to 70.6 billion USD in Q4 2024, indicating robust market demand [8]. R&D Investment - Zhongji Xuchuang has been increasing its R&D investment, which reached 1.333 billion yuan in 2024, contributing to its competitive edge in high-end optical module technology [2][9]. - The company has maintained a strong market position, ranking first globally among optical module manufacturers according to LightCounting [9]. Stock Market Performance - Since early April 2025, Zhongji Xuchuang's stock price has surged over 160%, with a market capitalization nearing 200 billion yuan [2][9]. - The stock price increased from 67.20 yuan per share to 176.85 yuan per share between April 9 and July 17, 2025 [9].

Core Viewpoint - The company plans to invest 1.141 billion yuan in the construction of the Sinok New Energy Technology Park project to expand its production capacity for fuse products and related components, aiming for long-term growth and enhanced competitiveness [1][2]. Investment and Expansion - The total investment for the Sinok New Energy Technology Park project is 1.141 billion yuan, which will be used for building factories, R&D facilities, and purchasing machinery for the production of traditional fuses, incentive fuses, circuit breakers, DC contactors, current sensors, and integrated products [2]. - The project is located in Xi'an and is expected to be completed by the end of 2027 [2]. - The investment aligns with the company's strategic planning and operational needs, aiming to optimize production processes and enhance R&D capabilities [2]. Financial Performance - The company expects to achieve a net profit attributable to shareholders of 121 million to 151 million yuan in the first half of 2025, representing a year-on-year growth of 84.71% to 130.43% [4]. - In the first quarter of 2025, the company's revenue was 390 million yuan, with a year-on-year increase of 44.98%, and a net profit of approximately 60.75 million yuan, up 125.81% [5]. - The net profit has shown continuous growth for five consecutive quarters, with growth rates of 58.22%, 90.92%, and 112.38% from the second to the fourth quarter of 2024 [6]. Market Trends - The company's main business involves the R&D, production, and sales of fuses and related components, primarily serving the new energy generation and consumption sectors [4]. - The demand for circuit protection components is rapidly increasing, driven by the growth in the new energy and communication industries [4]. - In 2024, the company generated 897 million yuan in revenue from the new energy vehicle sector, accounting for 63.13% of total revenue, with a year-on-year growth of 50.47% [4].

上海谊众(688091.SH)再遭第二大股东上海凯宝（300039）减持。 7月16日晚间，上海凯宝发布公告，公司拟择机出售所持上海谊众不超过620.11万股。目前，上海凯宝持有上海谊 众股份2470.35万股，持股比例为11.95%，为上海谊众第二大股东。 长江商报记者注意到，2022年，上海凯宝曾减持上海谊众股份104.76万股，成交金额为9727.16万元。时隔两年多 上海凯宝再次计划减持，正值上海谊众股价处于高位。 截至7月17日收盘，上海谊众报67.9元/股，年内累计上涨70%。以此计算，当前上海凯宝的持股市值约为16.77亿 元，本次拟减持部分市值约为4.21亿元。 重要股东高位减持，上海谊众正面临较大的业绩压力。作为一家创新药企，随着产品商业化，2022年上海谊众开 始盈利。但因核心产品直至2024年11月末才被纳入医保目录，在较高的营销费用投入以及产品被纳入医保后经销 商库存降价补偿等因素影响下，上海谊众业绩大幅下滑。 2025年一季度，上海谊众营业收入7103.22万元，同比增长3.39%；净利润1418.6万元，同比下降51.38%。当期公 司的销售费用、研发费用分别为2820.88万元、 ...

2024年8月，"韩红爱心.百人援吉"公益行动启动，由韩红爱心慈善基金会发起人韩红带队，爱心团队前 往吉林省10个乡村振兴重点帮扶县开展为期13天的大型义诊、会诊、送医送药等活动，全程近2000公 里。同时，此次活动还捐赠了50辆转运型救护车、30辆医疗巡诊专用车，捐建20所"韩红爱心.乡镇急救 室"，捐赠4321个"乡村医生巡诊包"，捐建2所"韩红爱心.复明中心"，免费实施600例白内障超声乳化手 术，还为基层医护人员提供专科培训等，此次捐赠总价值达到2120万元。 2024年11月，韩红基金会第七次对甘肃省进行医疗援助，彼时为甘肃省捐赠了30辆转运型救护车，援 建"韩红爱心.乡镇急救室"13所，为乡村医生捐赠巡诊包500个，为急诊、超声、产科、新生儿科基层医 护人员开展专科培训，捐赠总额745万元。自2016年起，韩红基金会持续助力甘肃省基层医疗卫生建 设，累计公益支出4400余万元。2023年底，积石山地震发生后，韩红基金会还投入8000万元用于医疗秩 序恢复、特困人群帮扶和灾后重建。 此次公益行动中，韩红基金会为青海省捐建了乡镇急救室15所，捐赠30辆救护车，为乡村医生捐赠巡诊 包500个，为基层超声 ...

近日，宁德时代（300750）发布关于股东无偿捐赠部分公司股份的进展公告。公告称，公司股东及副董 事长李平及其配偶拟向上海复旦大学教育发展基金会捐赠其持有的公司405万股股票，上述股票均为无 限售流通股。2025年7月10日，捐赠过户手续已全部办理完毕。按最新收盘价计算，该笔捐赠价值超11 亿元。捐赠将用于设立"复旦大学学敏自然科学研究基金"。李平为复旦校友，此前已宣布为母校捐资10 亿元。 据了解，2025年5月12日，宁德时代发布公告称，接到股东及副董事长李平无偿捐赠股票的通知。 为支持教育事业发展，李平及其配偶与上海复旦大学教育发展基金会签订了《复旦大学学敏自然科学研 究基金捐赠协议书》，李平及其配偶拟向基金会无偿捐赠405万股宁德时代无限售流通股股票。捐赠股 份将用于设立"复旦大学学敏自然科学研究基金"。 资料显示，李平为复旦大学材料系高分子专业1985级校友，廖梅为历史学系1986级校友，二人相识于复 旦大学。本科毕业后，李平投身商界，是宁德时代联合创始人；廖梅则是著名历史学家朱维铮教授指导 的第一位国内博士生。 2025年4月，复旦大学迎来建校120周年之际，李平、廖梅夫妇宣布为母校一次性捐资10 ...

从半年度数据看，2023年以来，公司已经实现了归母净利润三连增。 对于今年上半年业绩增长，甘肃能源将其归列为两个因素，一个是降本，另外一个是重组标的甘肃电投 常乐发电有限责任公司（以下简称"常乐公司"）并表。 甘肃能源是一家主营"风光水"发电的清洁能源公司，常乐公司是西北地区最大的调峰火电项目公司，重 组常乐公司后，公司成为了"风光水火"并举的综合电力能源公司。 近期，甘肃能源在接受投资者调研时表示，目前，公司储备了腾格里沙漠大基地新能源项目。2024年 底，公司"风光水火"在运控股装机容量约754万千瓦。 近年来，甘肃能源坚持稳健分红策略，年度分红率略超30%。 净利两个季度稳增长 甘肃能源经营向好趋势延续。 大型综合电力能源企业甘肃能源（000791）（000791.SZ）经营业绩继续稳增长。 根据最新发布的业绩预告，今年上半年，甘肃能源预计实现归母净利润8亿元—8.3亿元，较上年同期继 续保持增长，且创了历史同期新高。 2024年度，常乐公司实现的扣非净利润为17.14亿元，完成率达150.75%。 今年上半年，常乐公司经营状况如何？目前，甘肃能源尚没有披露，外界不得而知。 今年上半年，煤炭价格下行，包 ...

Group 1 - The core viewpoint of the news is that Taiji Group (600129.SH) announced a share repurchase plan to boost market confidence amid significant performance declines [1][2] - The company plans to repurchase shares worth between 80 million yuan and 120 million yuan, with a maximum repurchase price of 28.03 yuan per share, and the repurchase period is set for 12 months from the approval date [1][2] - The estimated number of shares to be repurchased ranges from approximately 285,410 to 428,110 shares, accounting for about 0.51% to 0.77% of the company's total share capital [1] Group 2 - Taiji Group's stock price has decreased approximately 68% from its peak of 68.14 yuan per share on May 31, 2023, to 21.76 yuan per share as of July 16, 2023 [2] - The company reported a 20.72% year-on-year decline in revenue for 2024, totaling 12.386 billion yuan, and a drastic 96.76% drop in net profit attributable to shareholders, amounting to 26.6527 million yuan [2] - For the first half of 2025, the company anticipates a net profit of approximately 139 million yuan, reflecting a year-on-year decline of about 71.9% [2] Group 3 - Despite the pressure on performance and costs, the company continues to invest in research and development, focusing on product re-development and new product innovation [3] - Taiji Group is also enhancing its marketing reform and operational control while strictly managing shipments to improve sales performance [3] - The company expects non-recurring gains and losses to impact net profit attributable to shareholders by approximately 19 million yuan, a decrease of about 5.5 million yuan compared to the previous year [3]