Workflow
Ge Long Hui
icon
Search documents
三只松鼠(300783.SZ):公司高度重视智能制造与自动化升级
Ge Long Hui· 2026-02-12 07:40
Core Viewpoint - The company emphasizes the importance of smart manufacturing and automation upgrades in its production processes, particularly for core products like nuts, to enhance production efficiency and product stability [1] Group 1: Smart Manufacturing and Automation - The company has widely implemented automated equipment in the production lines of its core products, which has effectively improved production efficiency and product stability [1] - The automation efforts strengthen the company's quality control capabilities, providing solid supply chain support for its high-end cost-performance strategy [1] - The company plans to continue advancing its smart manufacturing initiatives to further enhance operational efficiency and core competitiveness [1]
振华新材(688707.SH):开发了适配固态电池体系的高镍/超高镍材料及富锂锰基材料
Ge Long Hui· 2026-02-12 07:40
Core Viewpoint - The company has developed high nickel/ultra-high nickel materials and lithium-rich manganese-based materials suitable for solid-state battery systems, offering higher energy density, better cycling performance, and enhanced safety [1] Group 1: Product Development - The company utilizes solid electrolyte-modified ternary materials, resulting in significant improvements in electrochemical and safety performance [1] - Some products meet the requirements of the "Safety Technical Specifications for Lithium-ion Batteries for Electric Bicycles" (GB43854-2024), specifically the criteria that batteries do not catch fire or explode during puncture tests [1] Group 2: Market Performance - The company has achieved mass shipments to several important customers [1]
隆盛科技(300680.SZ):公司三期航空航天扩产项目现已完工
Ge Long Hui· 2026-02-12 07:40
格隆汇2月12日丨隆盛科技(300680.SZ)在投资者互动平台表示,公司三期航空航天扩产项目现已完工, 新增产能将根据现有客户的实际需求有序释放。 ...
振华新材:在层状氧化物材料方面取得实质性突破,目前已迭代至第四代产品
Ge Long Hui· 2026-02-12 07:38
Core Viewpoint - The company has made significant breakthroughs in layered oxide materials, having developed its fourth-generation product to meet customer demands for high voltage and high energy density [1] Group 1: Product Development - The company has successfully iterated to its fourth-generation product in layered oxide materials [1] - The new product is designed to satisfy customer requirements for high voltage and high energy density [1] Group 2: Research and Development - The company is actively researching poly-anion materials and has sent samples to some customers [1]
滴普科技大涨约10%创逾3个月新高 市值重回300亿 现价较招股价已累涨2.46倍!
Ge Long Hui· 2026-02-12 07:36
个股方面,恒生指数公司明日(2月13日)将宣布2025年第四季度之恒生指数系列检讨结果,成份股变动于3月9日生效。根据 最新数据统计,多只新经济与科技股有望被纳入,包含滴普科技在内共有43家公司符合港股通纳入标准。 港股频道更多独家策划、专家专栏,免费查阅>> 2月12日,港股"企业级大模型AI应用第一股"滴普科技(1384.HK)午后继续拉升,一度大涨9.89%至92.25港元,股价创去年11 月10日以来逾3个月新高,市值重回300亿港元上方。该股于去年10月28日登陆港交所,迄今约3个半月时间,现价较IPO价 格(26.66港元)已累涨2.46倍。 板块方面,中国AI大模型重磅消息陆续传来,AI大模型概念股集体受资金追捧。Deepseek、智谱、MiniMax集体宣布上新, 其中DeepSeek更新了模型,智谱正式开源发布新一代基座模型GLM-5,MiniMax正式上线最新旗舰编程模型MiniMax M2.5。 责任编辑:山上 ...
银禧科技(300221.SZ):拓竹是公司重要客户之一
Ge Long Hui· 2026-02-12 07:33
格隆汇2月12日丨银禧科技(300221.SZ)在投资者互动平台表示,拓竹是公司重要客户之一,但公司为其 提供的产品营业收入占比没达到披露标准。 ...
三花智控(002050.SZ):目前公司暂无收购法雷奥马勒及电装等公司的计划
Ge Long Hui· 2026-02-12 07:33
格隆汇2月12日丨三花智控(002050.SZ)在投资者互动平台表示,目前公司暂无收购法雷奥马勒及电装等 公司的计划。 ...
银禧科技(300221.SZ):目前没有应用在金属材料3d打印上的技术和产品
Ge Long Hui· 2026-02-12 07:33
格隆汇2月12日丨银禧科技(300221.SZ)在投资者互动平台表示,公司主要产品为改性塑料产品,其中公 司3D打印材料含括多种品类,有消费级PLA,PETG等改性打印材料,其中包括高速度打印PLA、 PETG,美学丝绸和彩虹渐变PLA,及功能改性抗静电PLA等材料;此外,也有应用在工业领域的PC、 PA、PPS等材料,包括纤维增强的PC-CF、PA-CF、PA-GF、ABS-CF等材料,功能改性的ABS抗静电, ABS阻燃,PPS增韧等材料。公司目前没有应用在金属材料3d打印上的技术和产品。未来公司将进一步 加大3D打印产品的研发。 ...
隆盛科技(300680.SZ):公司已完成空间站机械臂核心零部件开发
Ge Long Hui· 2026-02-12 07:33
格隆汇2月12日丨隆盛科技(300680.SZ)在投资者互动平台表示,公司已完成空间站机械臂核心零部件开 发,目前正有序推进二期产品的迭代研发。 ...
许继电气(000400.SZ):目前暂无固态变压器相关产品供货
Ge Long Hui· 2026-02-12 07:26
Core Viewpoint - The company has a long-term technological accumulation in the research and development of power electronics and transformers, and has initiated research on solid-state transformers, although it currently does not supply any related products [1]. Group 1 - The company is engaged in the research and development of power electronics and transformers [1]. - The company has started research on solid-state transformers [1]. - There are currently no solid-state transformer products available for supply [1].