Ge Long Hui
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江苏华辰:实际控制人张孝金及其一致行动人合计减持“华辰转债”56.51万张
Ge Long Hui· 2026-02-12 07:47
格隆汇2月12日丨江苏华辰(603097.SH)公布,近日公司收到控股股东、实际控制人张孝金及其一致行动 人通知,自2026年2月4日至2026年2月11日期间,控股股东、实际控制人张孝金及其一致行动人通过上 海证券交易所系统以集中竞价方式合计减持"华辰转债"56.51万张,占发行总量的12.28%。 ...
博实股份:公司将持续聚焦智能制造装备领域
Ge Long Hui· 2026-02-12 07:47
Core Viewpoint - The company, Boshi Co., Ltd. (002698.SZ), acknowledges that 2026 will present both opportunities and challenges for its development, focusing on the intelligent manufacturing equipment sector [1] Group 1: Strategic Focus - The company will continue to concentrate on the intelligent manufacturing equipment field, actively engaging in the research, application, and promotion of new technologies and products [1] - The company aims to advance solid material post-processing intelligent manufacturing solutions and overall solutions for smart factories and workshops [1] Group 2: Market Orientation and Innovation - The company will always be market demand-oriented, driving technological leadership through innovation [1] - The company emphasizes the importance of ensuring the security of core technologies through self-control and integrating with social resources for development [1] Group 3: Future Development Goals - The company plans to accelerate the research and development of intelligent manufacturing equipment and expand its industrial service business [1] - The company aims to implement intelligent equipment applications in high-risk and heavy-duty environments, achieving safe, efficient, and green manufacturing production with fewer or no human workers [1]
中国电影(600977.SH):春节档影片《星河入梦》为公司第一出品影片
Ge Long Hui· 2026-02-12 07:46
格隆汇2月12日丨中国电影(600977.SH)在投资者互动平台表示,春节档影片《星河入梦》为公司第一出 品影片,《飞驰人生3》《熊出没·年年有熊》《镖人:风起大漠》《惊蛰无声》为公司参与出品影片。 ...
快克智能(603203.SH):TCB热压键合设备目前针对HBM堆叠工艺进行开发
Ge Long Hui· 2026-02-12 07:46
格隆汇2月12日丨快克智能(603203.SH)在互动平台表示,HBF与HBM结构类似,均依托Chiplet异构集 成、CoWoS封装与3D堆叠。公司TCB热压键合设备目前针对HBM堆叠工艺进行开发,未来可根据HBF 具体应用进行设备迭代。 ...
研报掘金丨中金:维持拓普集团“跑赢行业”评级,目标价86.3元
Ge Long Hui· 2026-02-12 07:44
格隆汇2月12日|中金公司研报指出,公司2025年业绩预告低于我们预期。认为尽管26年车市销量相对 承压,但公司客户结构优质、单车价值量提升,有望支撑收入稳定增长。人形机器人加速推进。公司打 造平台型供应商,电驱执行器已批量交付,灵巧手电机已多次送样,布局躯体结构件、传感器、足部减 震器、电子柔性皮肤等。产能方面除国内宁波基地外,公司拟规划泰国建厂承接海外需求。展望后续, 我们期待特斯拉发布OptimusV3对股价形成一定催化。考虑特斯拉机器人V3亮相在即、行业催化密集, 维持"跑赢行业"评级,维持目标价86.3元, ...
中国电影:春节档影片《星河入梦》为公司第一出品影片
Ge Long Hui· 2026-02-12 07:44
Group 1 - The core point of the article is that China Film (600977.SH) has announced its involvement in the production of several films, including its first production titled "Star River in Dream" [1] - The company is also participating in the production of films such as "Racing Life 3," "Boonie Bears: Year of the Bear," "Bounty Hunter: Wind Rises in the Desert," and "Silent Awakening" [1]
赣粤高速:1月份车辆通行服务收入为3.17亿元
Ge Long Hui· 2026-02-12 07:44
Group 1 - The core point of the article is that Gansu Expressway (600269.SH) reported a vehicle toll service revenue of 317 million yuan in January 2026 [1] Group 2 - The revenue figure indicates a significant financial performance for the company in the specified month [1]
有研粉材:2025年度净利润7091.15万元,同比增长19.41%
Ge Long Hui· 2026-02-12 07:42
Core Viewpoint - The company has reported significant growth in sales and operating performance for the fiscal year 2025, driven by increased sales volume and the impact of rising raw material prices [1] Financial Performance - The company achieved operating revenue of 3.902 billion yuan, representing a year-on-year increase of 20.85% [1] - Operating profit reached 77.3476 million yuan, up 18.58% year-on-year [1] - Total profit amounted to 77.5454 million yuan, reflecting a year-on-year growth of 20.1% [1] - Net profit attributable to the parent company was 70.9115 million yuan, an increase of 19.41% year-on-year [1] - Net profit attributable to the parent company after deducting non-recurring gains and losses was 54.4539 million yuan, showing a substantial year-on-year increase of 65.46% [1] Factors Influencing Performance - The increase in profit is primarily attributed to the rise in sales volume, which contributed to higher operating profits [1] - The reduction in government subsidies compared to the previous year also played a role in the financial results [1]
春节假期在机场、火车站打滴滴 找准"滴滴车站"
Ge Long Hui· 2026-02-12 07:40
Core Insights - The demand for intercity ride-hailing services during the Spring Festival is expected to increase by 45% compared to pre-Spring Festival levels, with a 40% rise in demand for rides to major transportation hubs like airports and train stations [1] Group 1: Service Enhancements - Didi has optimized online guidance and offline signage at airports and train stations to improve the user experience, including the establishment of dedicated passenger waiting areas and Didi stations [1] - The Didi app now features automatic location detection for users at airports and train stations, along with step-by-step walking guidance to the designated pick-up points [2] - Dedicated waiting areas equipped with seating, charging stations, and WiFi have been set up at major airports and train stations to enhance passenger comfort while waiting for their rides [6] Group 2: Innovative Features - Users can check the arrival status of their drivers through screens in the waiting areas, and some locations have implemented a "find the car" system using LED screens for vehicle identification [9] - Didi has deployed ride-hailing guides at over 100 popular airports and train stations to assist users with route guidance and the ride-hailing process during peak travel times [12] Group 3: Booking and Rental Services - Didi offers a "book a ride" or "airport transfer" service through its app, allowing users to input flight numbers for timely driver arrivals [14] - The company has expanded its charter services to 226 popular routes across 55 cities, and introduced enhanced rental services with guarantees and promotional activities [14] - Didi has implemented experience optimization measures in 313 airports and train stations across 165 cities, aiming to continuously improve service capabilities [14]
博实股份(002698.SZ):公司将持续聚焦智能制造装备领域
Ge Long Hui· 2026-02-12 07:40
Core Viewpoint - The company, Boshi Co., Ltd. (002698.SZ), acknowledges that the year 2026 will present both opportunities and challenges for its development [1] Group 1: Strategic Focus - The company will continue to focus on the field of intelligent manufacturing equipment [1] - It aims to actively engage in the research, application, and promotion of new technologies and products [1] - The company plans to advance the development of overall solutions for solid material post-processing and intelligent factories (workshops) [1] Group 2: Market Orientation and Innovation - The company will always be market demand-oriented [1] - It seeks to drive technological leadership through innovation [1] - The company emphasizes the importance of ensuring the security of core technologies through self-control [1] Group 3: Development Goals - The company aims to integrate with social resources to accelerate the research and development of intelligent manufacturing equipment [1] - It intends to expand its industrial service business [1] - The company is focused on applying intelligent equipment in high-risk and heavy-duty environments to meet the requirements of safe, efficient, and green intelligent manufacturing production with fewer or no human workers [1]