Ge Long Hui
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铭利达(301268.SZ):主要产品为结构件制造,并不涉及电池的封装
Ge Long Hui· 2026-02-12 08:52
Core Viewpoint - Minglida (301268.SZ) primarily manufactures structural components and does not engage in battery packaging [1] Group 1 - The company's manufacturing equipment is mostly general-purpose, allowing for flexible adjustments based on customer needs without requiring large-scale technological modifications [1] - Currently, there is no available data on the company's market share in the new battery structural component sector [1]
中金辐照(300962.SZ):暂未参与预制菜安全标准的制定
Ge Long Hui· 2026-02-12 08:52
Group 1 - The company has not yet participated in the formulation of safety standards for prepared dishes [1] - The company will actively participate if the industry association has relevant arrangements [1]
亿嘉和:通过高新技术企业重新认定
Ge Long Hui· 2026-02-12 08:52
格隆汇2月12日丨亿嘉和(603666.SH)公布,公司近日收到江苏省科学技术厅、江苏省财政厅、国家税务 总局江苏省税务局联合颁发的《高新技术企业证书》,证书编号GR202532015077,发证时间:2025年 12月19日,有效期三年。本次高新技术企业认定系公司原高新技术企业证书有效期满后的重新认定。 ...
中远海发:未有直接覆盖卫星导航、无人驾驶的业务
Ge Long Hui· 2026-02-12 08:52
格隆汇2月12日丨中远海发(601866.SH)在互动平台表示,公司致力于围绕航运物流产业主线,以集装箱 制造、集装箱租赁及航运租赁业务为核心,以投资管理为支撑,实现产融投一体化发展。目前公司未有 直接覆盖卫星导航、无人驾驶的业务。科技创新方面,公司聚焦核心主业,积极投入科研力量,增加数 值化赋能,在集装箱智能制造、集装箱数字化平台创建升级等方面,都取得了良好成果,同时,公司也 将持续聚焦"数字智能、绿色低碳",赋能产业创新、挖掘绿色价值。 ...
海博思创:宁德时代是公司重要的战略合作伙伴,主要聚焦在储能系统电芯产品方面的合作
Ge Long Hui· 2026-02-12 08:49
Core Viewpoint - Haibo Sichuang (688411.SH) emphasizes its strategic partnership with CATL, focusing on collaboration in energy storage system battery cell products [1] Group 1: Strategic Partnership - The company has established a long-term and stable strategic cooperation relationship with CATL [1] - This partnership aims to create a collaborative competitive advantage [1] - The collaboration is expected to enhance the efficient allocation of resources and achieve win-win outcomes for both parties [1] Group 2: Supply Chain Stability - The partnership is anticipated to improve the stability of the company's supply chain [1]
华虹半导体(01347.HK)第四季度销售收入增长22.4%至6.599亿美元 预计一季度收入约6.5亿美元-6.6亿美元
Ge Long Hui· 2026-02-12 08:48
Core Viewpoint - Hua Hong Semiconductor achieved record sales revenue of $659.9 million in Q4 2025, marking a 22.4% year-over-year increase and a 3.9% quarter-over-quarter increase, with a gross margin of 13.0% [1] Group 1: Financial Performance - The company reported a profit of $17.5 million attributable to shareholders, a significant turnaround from a loss of $25.2 million in the same period last year and a profit of $25.7 million in the previous quarter [1] - For the full year 2025, sales revenue reached $2.4021 billion, with a gross margin of 11.8%, both showing year-over-year growth and meeting management expectations [1] Group 2: Future Guidance - For Q1 2026, the company expects sales revenue to be between $650 million and $660 million, with a projected gross margin of 13% to 15% [1] - The company plans to continue its capacity expansion strategy, with the first phase of the second 12-inch production line in Wuxi (FAB9) completed ahead of schedule and the acquisition of the Shanghai 12-inch manufacturing base (FAB5) progressing smoothly [2] Group 3: Strategic Focus - The company is optimizing its product mix and enhancing cost efficiency, with strong performance in its specialty process platforms, particularly in standalone flash memory and power management, contributing to revenue growth and margin improvement [2] - Looking ahead, the company aims to focus on innovation and rapid iteration to build world-class specialty process technology platforms and deepen collaboration with strategic customers both domestically and internationally [2]
久融控股(02358.HK)2月27日举行董事会会议考虑及通过中期业绩
Ge Long Hui· 2026-02-12 08:48
格隆汇2月12日丨久融控股(02358.HK)宣布,公司谨订于2026年2月27日(星期五)举行董事会会议,藉以 考虑及通过(其中包括)集团截至2025年12月31日止六个月未经审核的中期业绩及其发布,以及考虑派发 中期股息(如有)。 ...
鼎立资本(00356.HK)1月末每股综合资产净值约为0.024港元
Ge Long Hui· 2026-02-12 08:48
格隆汇2月12日丨鼎立资本(00356.HK)公告,于2026年1月31日,公司每股股份未经审核综合资产净值约 为0.024港元。 ...
颖通控股(06883.HK)获法国高端家居香氛品牌CARRIERE FRERES旗下产品在中国内地、香港及澳门市场的独家经销及销售权
Ge Long Hui· 2026-02-12 08:48
Core Viewpoint - The company Ying Tong Holdings (06883.HK) has announced a partnership with the French high-end home fragrance brand CARRIERE FRERES, effective from February 1, 2026, granting exclusive distribution and sales rights in mainland China, Hong Kong, and Macau [1] Group 1: Partnership Details - The partnership allows Ying Tong Holdings to implement a customized market entry and expansion plan for CARRIERE FRERES products [1] - CARRIERE FRERES, owned by French company SAS CIR, specializes in scented candles, flameless diffusers, and natural wax products, aiming to provide consumers with a natural healing home experience [1] Group 2: Market Impact - This collaboration will enhance Ying Tong Holdings' presence in the high-end home fragrance market, optimizing the depth of its distribution network and the richness of its product categories [1] - The partnership is expected to create new revenue growth points for the company, further solidifying its industry position and competitive advantage in the high-end home fragrance distribution sector [1]
大成食品(03999.HK)3月10日举行董事会会议考虑及通过年度业绩
Ge Long Hui· 2026-02-12 08:48
格隆汇2月12日丨大成食品(03999.HK)宣布,将于2026年3月10日(星期二)举行董事会会议,藉以(其中包 括)考虑及(如合适)通过(i)公司及其附属公司截至2025年12月31日止十二个月的年度业绩及(ii)于香港联 合交易所有限公司及公司之网站上刊登有关上述业绩的公告。 ...