长江商报消息 ●长江商报记者 张璐 近日，"电子布"厂商宏和科技（603256.SH）动作频频，在资本市场上引发广泛关注。 9月19日晚，宏和科技发布公告，为满足公司全资子公司黄石宏和电子材料科技有限公司（以下简称"黄 石宏和"）业务经营需要，公司拟以债转股方式对黄石宏和进行增资3亿元，黄石宏和注册资本拟由7亿 元增加至10亿元。 宏和科技表示，黄石宏和为公司的全资子公司，本次增资将有助于进一步推进黄石宏和的业务发展，提 升公司整体实力。 2025年上半年，公司凭借高端产品批量交付实现业绩爆发，其营收、净利润分别同比增长35%、 10588%。 长江商报记者注意到，二级市场上，截至2025年9月22日，宏和科技股价报收40.3元/股，年内涨幅高达 382.63%，最新总市值达354.5亿元，市场预期持续向好。 根据公告，宏和科技拟以债转股方式对黄石宏和进行增资3亿元，黄石宏和注册资本拟由7亿元增加至10 亿元。 3亿债转股增资子公司拓业务 9月19日，宏和科技召开第四届董事会第九次会议，审议通过了《关于公司以债转股方式向全资子公司 增资的议案》。此次增资完成后，黄石宏和的注册资本将大幅提升，这有助于增强其资金 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 长江商报消息 ●长江商报记者 黄聪 信息披露违规，绝味食品（603517.SH）"戴帽"。 9月19日晚间，绝味食品公告显示，公司当日收到中国证券监督管理委员会湖南监管局下发的《行政处罚事先告知 书》（以下简称"《事先告知书》"）。 经查明，绝味食品涉嫌违法的事实为，2017年至2021年期间，未确认加盟门店装修业务收入，导致年度报告少计 营业收入，5年合计7.24亿元。 监管部门决定，对绝味食品及公司董事长戴文军等三人合计罚款850万元。 同日，绝味食品发布公告称，公司股票将实施其他风险警示（ST），9月22日全天停牌，9月23日复牌后简称变更 为"ST绝味"，日涨跌幅限制缩至5%。 一家上市公司财务人员向长江商报记者表示，绝味食品可能通过少计收入降低税负，或试图掩盖加盟业务增长放 缓的真相。 长江商报记者发现，截至2024年上半年底，绝味食品门店数量达14969家，相比2023年底，半年时间净关店近千 家。然而，2024年年报和2025年半年报中，公司未公布门店的具体数量和增减情况。 戴文军被罚200万 经查明，绝味食品涉嫌违法的事实如下：2017年至20 ...

Group 1 - Neusoft Group has received a significant order for smart cockpit domain controllers worth approximately 5.6 billion RMB from a well-known domestic automotive manufacturer, marking a deepening of their collaboration [1][2] - The smart cockpit domain controllers will be applied to multiple models equipped with the Qualcomm 8397 platform, with production expected to start in Q4 2026 and a lifecycle of about four years [2] - Neusoft has been deeply involved in the automotive electronics sector for over 30 years, providing various products including smart cockpit controllers and IVI in-car entertainment systems to numerous domestic and international car manufacturers [2] Group 2 - In 2024, Neusoft Group is experiencing rapid growth in its AI business, with new contracts in vertical AI applications amounting to 484 million RMB in the first half of 2025, representing a year-on-year increase of approximately 50% [3] - The AI applications in the medical field have seen a contract amount of 331 million RMB, reflecting a year-on-year growth of about 60% [3] - Neusoft has launched the "Rongzhi" solution implementation framework and the "Tianyi" healthcare solution series, with AI application products being deployed across various sectors [3] Group 3 - Neusoft Group has approved a cash dividend policy, distributing 1.50 RMB per 10 shares to all shareholders, totaling approximately 178 million RMB, with a payout ratio of 282.87% [4]

Core Viewpoint - China Chemical (601117.SH) has reported significant contract signings and steady profit growth, reinforcing its position as a leading player in the oil and chemical engineering sector in China [1][4]. Group 1: Contract and Revenue Performance - In the first eight months of 2025, China Chemical signed new contracts worth 256.34 billion yuan, slightly up from 256.12 billion yuan in the same period of 2024 [2]. - Domestic contracts accounted for 206.05 billion yuan, showing a notable increase of 6.52% year-on-year, while overseas contracts decreased by 19.77% to 50.29 billion yuan [2]. - Major contracts include a 1.42 billion yuan project in Zambia and a 986 million yuan project in Xinjiang [2]. Group 2: Profit Growth - In the first half of 2025, the company achieved a net profit of 3.10 billion yuan, reflecting a year-on-year growth of 9.26% [4]. - Over the past seven and a half years, the cumulative net profit reached 32.92 billion yuan, with consistent growth in net profit during this period [5]. Group 3: Business Operations and Innovations - China Chemical has implemented the "T+EPC" model, successfully winning several major projects and maintaining its status as the top contractor in the global oil and gas sector [3]. - The company has invested 2.72 billion yuan in R&D in the first half of 2025, marking a 14.19% increase, and holds 5,730 authorized patents [6].

Core Insights - The film "731" has sparked significant interest in the Chinese film market, contributing to a recovery in the industry and an increase in stock prices of related companies [1][2][11] Film Performance - "731" was released on September 18 and broke three historical records for Chinese cinema, including the highest number of screenings on opening day [5] - As of September 22, the film's box office exceeded 12.7 billion yuan [2][6] Company Impact - The film's production involved companies like Changying Group and Poly Film, with Changying Group not being publicly listed but having a related entity, Jishi Media, that has seen a stock price increase of approximately 136% over two months [3][4][7] - Jishi Media's market capitalization rose by about 8.7 billion yuan during this period [4][7] - Other companies like China Film and Tonghong Technology, which have ties to Changying Group, also experienced stock price increases of 39% and 53% respectively, with market capitalizations rising by 8.7 billion yuan and 1.5 billion yuan [11] Industry Trends - The overall Chinese film industry is showing signs of recovery, with a reported 22.9% year-on-year increase in total box office revenue for the first half of 2025 [12]

巴菲特清仓了比亚迪（002594.SZ、01211.HK）的消息在网上流传，伴随的是，投资17年，巴菲特的投 资回报超过38倍。 9月22日，比亚迪集团品牌及公关处总经理李云飞回应称，股票投资，有买就有卖，这是很正常的事 情。他同时表示，感谢芒格和巴菲特对比亚迪的认可。 2008年，听从已经去世的老搭档查理·芒格的建议，巴菲特买了比亚迪。伯克希尔以每股8港元的价格， 买了比亚迪港股2.25亿股，耗资约18亿港元。14年后的2022年，伯克希尔哈撒韦才开始减持，2024年7 月，其持股比降至5%以下。 据统计，巴菲特持有比亚迪股票的这些年里，比亚迪的股价上涨了约3890%。 被股神巴菲特长期持有的比亚迪确实表现了较高成长性。Wind数据显示，2011年A股上市以来，比亚迪 累计盈利1284.97亿元。其中，2024年，公司盈利超过400亿元。 比亚迪核心人员看好公司发展前景。近期，37名核心人员（含高管）合计斥资5232.78万元增持公司股 份。 17年长投回报超38倍 股神巴菲特投资比亚迪，堪称是大赚特赚。 长江商报消息 ●长江商报记者 沈右荣 根据公开信息，2008年，听从已经去世的老搭档查理·芒格的建议， ...

Group 1 - The core point of the news is that China Resources' subsidiary, Huachuang Xinrui, plans to reduce its stake in Shanxi Fenjiu due to the expiration of related funds, which is considered a routine operation in fund management [2] - As of now, Huachuang Xinrui holds 128 million shares of Shanxi Fenjiu, accounting for 10.50% of the company's total share capital, making it a significant shareholder [2] - Shanxi Fenjiu emphasizes that this reduction will not affect China Resources' confidence in the company's future development and long-term value [2] Group 2 - The Chinese liquor industry is undergoing a significant cyclical adjustment, with overall production, sales, and profits under pressure [3] - Shanxi Fenjiu reported a stable performance in its semi-annual report for 2025, achieving revenue of 23.964 billion yuan, a year-on-year increase of 5.35%, and a net profit of 8.505 billion yuan, up 1.13% [3] - The core product, Fenjiu series, generated revenue of 23.391 billion yuan, accounting for approximately 98% of total revenue, indicating a highly concentrated product structure [3] Group 3 - Shanxi Fenjiu's revenue from outside Shanxi province increased to 63.2% in 2024, reflecting the effectiveness of its national expansion strategy [4] - The company is actively implementing its Nationalization 2.0 strategy, focusing on market development in key regions such as the Yangtze River Delta and Pearl River Delta, which are showing rapid growth [4]

Group 1 - Longfly Fiber's largest shareholder, DrakaComteq B.V., completely divested its holdings, selling 37.5953 million H-shares on September 19, 2025, and no longer holds any shares in the company [2] - As of March 31, 2025, both DrakaComteq B.V. and China Huaxin Post and Telecommunications Technology Co., Ltd. are the largest shareholders of Longfly Fiber, each holding 180 million shares, representing 23.73% of the total shares [2] - From the beginning of the second quarter of 2025 until now, DrakaComteq B.V. has sold all of its 180 million shares, during which Longfly Fiber's A-shares rose by 259.2% and H-shares increased by 297.42% [2] Group 2 - Longfly Fiber's stock price surged over four times from HKD 11.93 per share at the beginning of the year to HKD 61.6 per share on September 19, 2025, while the A-share price increased by over three times during the same period [3] - In 2024, Longfly Fiber faced revenue pressure, reporting operating income of CNY 12.197 billion, a year-on-year decrease of 8.65%, and a net profit attributable to shareholders of CNY 676 million, down 47.91% year-on-year [3] - In the first half of 2025, the company achieved operating income of CNY 6.384 billion, a year-on-year increase of 19.38%, while the net profit attributable to shareholders was CNY 296 million, down 21.71% year-on-year [3] Group 3 - The market has shown increasing interest in optical fiber and cable products related to computing data centers, particularly hollow-core fibers; however, Longfly Fiber stated that these products currently represent a small proportion of global demand for optical fibers and cables [4] - The application of hollow-core fibers is still in its early stages, lacking scale sales and stable pricing and profit levels, with no significant impact on the company's financial data yet [4] - In July 2025, China Mobile launched its first commercial hollow-core fiber, with Longfly Fiber being the sole bidder at an actual bid price of approximately CNY 36,000 per core kilometer [4]

Core Viewpoint - Lixun Precision's stock price has reached a new high following a partnership with OpenAI to develop a consumer-grade device, while also experiencing increased demand from Apple for iPhone 17 production [2][3]. Group 1: Stock Performance and Market Reaction - On September 22, Lixun Precision's stock price hit the daily limit, closing at 60.95 yuan per share, with a total market capitalization of 442 billion yuan [2]. - The company’s actual controller, Wang Laisheng, has been actively increasing his stake in the company, having purchased 4.4145 million shares for a total of 201 million yuan [2][3]. Group 2: Financial Performance - Lixun Precision reported a revenue of 124.503 billion yuan for the first half of 2025, marking a year-on-year increase of 20.18%, and a net profit of 6.644 billion yuan, up 23.13% year-on-year [3]. - The company anticipates a net profit of between 10.89 billion yuan and 11.344 billion yuan for the first three quarters of 2025, representing a growth of 20% to 25% compared to the same period last year [4]. Group 3: Strategic Developments - Lixun Precision is in the process of an IPO in Hong Kong, with expected fundraising exceeding 1 billion USD, aimed at supporting its global strategic expansion [4]. - The company is recognized for its precision manufacturing capabilities across various sectors, including consumer electronics, automotive, communication, industrial, and medical fields, serving leading global brand clients [3].

Core Viewpoint - Yuhua Technology (300360.SZ) has won a bid from State Grid Corporation for the procurement of metering devices, which is expected to positively impact the company's future operations and performance [2][3] Group 1: Bid Details - On September 22, Yuhua Technology announced a pre-bid win for State Grid's 2025 procurement, covering 10 packages with a total of 440,900 units and a total value of approximately 142 million yuan [2] - The breakdown of the bid includes: - 320,000 units of A-level single-phase smart energy meters valued at 43.2 million yuan - 75,000 units of B-level three-phase smart energy meters valued at 25.4 million yuan - 9,000 units of C-level smart energy meters valued at 4.8 million yuan - 13,000 units of smart fusion terminals valued at 33.4 million yuan - 14,900 units of dedicated transformer collection terminals valued at 15.2 million yuan - 9,000 units of modular dedicated transformer terminals valued at 19.8 million yuan [2] Group 2: Financial Performance - For the first half of 2025, Yuhua Technology reported revenue of 884 million yuan, a year-on-year decrease of 12.88%, while net profit was 345 million yuan, a year-on-year increase of 1% [4] - The revenue decline was primarily due to fluctuations in market demand for traditional business areas, despite these areas accounting for 80.26% of total revenue [4] - The company experienced growth in its IoT communication, sensor, and accessory business, with revenue of 80.55 million yuan, a year-on-year increase of 27.57%, and a gross margin of 47.28%, up 11.68 percentage points [4] Group 3: Financial Health - As of the end of the first half of 2025, Yuhua Technology's debt-to-asset ratio was 13.98%, remaining below 20% for most of the past eight years [5] - The company has maintained a high level of financial management efficiency, with financial expenses being negative for 13 consecutive years since 2012, reaching -57.64 million yuan in 2024 [5] - Financial expenses continued to optimize, amounting to -47.09 million yuan in the first half of 2025 [5]