格隆汇2月24日丨金禄电子(301282.SZ)在投资者互动平台表示，公司暂未生产1.6T光模块PCB。 ...

格隆汇2月24日丨博杰股份(002975.SZ)在投资者互动平台表示，截至目前，公司暂无专用于光模块测试 设备。 ...

格隆汇2月24日丨航发控制(000738.SZ)在互动平台表示，公司业务目前不涉及火箭回收业务。未来公司 会进一步深化控制系统核心技术优势的外延应用，加大技术同源、产业同根相关新兴产业拓展，培 育"第二增长曲线"。 ...

国盛证券对联想集团未来发展作出积极预测，预计公司 25/26FY、26/27FY、27/28FY 营业收入分别为 802、871、929 亿美元，同比增长 16.1%、8.6%、6.6%；非香港财务报告准则归母净利润分别为 17.9、 19.7、23.1 亿美元，同比增长 24.3%、9.7%、17.3%。结合公司行业龙头地位与未来成长性，券商给予 公司合理市值 1537 亿港元，对应目标价 12.4 港元 / 股，维持 "买入" 评级。 作为全球智能设备与基础设施领域的领军企业，联想集团正凭借 AI 全产业链布局、核心业务的持续升 级以及精细化的运营管理，穿越行业周期实现高质量增长。随着 AI 技术的持续渗透、各业务板块的协 同发展，联想集团有望在人工智能时代持续抢占发展先机，迎来业绩与价值的双重提升。 PC 核心业务的竞争力进一步巩固，高端化与 AI 化双轮驱动发展。Q3 IDG 业务收入同比增长 14% 至 158 亿美元，AI PC 营收实现高双位数增长；据 IDC 数据，联想 PC 市占率同比提升 1 个百分点至 25.3%，出货量达 1930 万台，行业龙头地位愈发稳固。在 2026 CES 上， ...

格隆汇2月24日丨南玻A(000012.SZ)在互动平台表示，公司光伏玻璃目前暂无厚度小于1mm的产品。 ...

Core Viewpoint - The company, Houp Co., Ltd. (300471.SZ), has stated that it did not directly participate in the first batch of hydrogen energy pilot projects in the energy sector, but it will actively seek related business opportunities in the future [1] Company Summary - Houp Co., Ltd. has not been involved in the initial hydrogen energy pilot projects [1] - The company expresses intent to pursue future business opportunities in the hydrogen energy sector [1] Industry Summary - The hydrogen energy sector is seeing pilot projects being initiated, indicating a growing interest and investment in this area [1] - Companies in the industry are likely to seek participation in future projects as the market develops [1]

格隆汇2月24日丨高澜股份(300499.SZ)在投资者互动平台表示，公司专注于液冷整体解决方案设计与系 统集成，目前未生产冷却液产品。 ...

Core Insights - Lenovo Group reported a record high revenue for the third quarter of the fiscal year 2025/26, achieving $22.2 billion, a year-on-year increase of 18% [1] - Adjusted net profit surged by 36% to $589 million, with profit growth outpacing revenue growth, indicating a significant improvement in profitability [1] - AI-related revenue became a key growth driver, soaring by 72% and accounting for 32% of total revenue, showcasing the successful implementation of the AI strategy [1] Business Segment Performance - The Intelligent Devices Group (IDG) generated approximately $15.755 billion in revenue, a year-on-year increase of 14.3%, with global PC market share rising to 25.3% [2] - The Infrastructure Solutions Group (ISG) reported revenue of about $5.176 billion, a substantial increase of 31.42%, with cloud infrastructure revenue reaching new highs and operational losses significantly improving [2] - The Solutions and Services Group (SSG) achieved revenue of approximately $2.652 billion, up 17.52%, with operating profit margin nearing historical highs at 22.5% [2] Future Outlook - Forecasts for adjusted net profit for fiscal years 2026-2028 are $1.731 billion, $2.023 billion, and $2.268 billion, with respective growth rates of 15%, 17%, and 12% [3] - The company is expected to maintain steady revenue and profit growth, with improving financial metrics such as decreasing debt-to-asset ratios and increasing liquidity ratios [3] - Lenovo's mixed AI strategy across AI terminals, infrastructure, and services is anticipated to continue benefiting from the global AI industry development [3][4]

格隆汇2月24日丨中石科技(300684.SZ)在互动平台表示，公司合成石墨产品暂未应用于HJT电池产业链 相关环节。 ...

格隆汇2月24日丨盛路通信(002446.SZ)在互动平台表示，公司手机直连卫星天线技术尚未实现商业化落 地，未来将结合技术成熟度、市场需求及整体战略节奏进行统筹考虑。 ...