Ge Long Hui

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知乎-W(02390.HK):于9月26日发行529.14万股A类普通股

Ge Long Hui· 2025-09-28 10:29
格隆汇9月28日丨知乎-W(02390.HK)公布,于2025年9月26日发行529.14万股A类普通股予以存托人用作 日后因根据2012年股份激励计划及2022年股份激励计划授出的奖励获行使或归属而发行的美国存托股 份。 ...
北海康成-B(01228.HK):已完成发行合共999.6万股认购股份 所得筹资约2259.14万港元
Ge Long Hui· 2025-09-28 10:29
格隆汇9月28日丨北海康成-B(01228.HK)公布,认购协议所载条件已获达成,有关认购事项的交割已于 2025年9月26日根据认购协议的条款及条件落实。公司于交割日期按该公告所载比例,以每股认购股份 2.26港元的认购价向认购人配发及发行合共999.6万股认购股份。认购事项产生的所得款项总额为 2259.14万港元。 ...
中航光电(002179.SZ):具有CPO光互连所配套的光器件和光组件相关产品及核心技术
Ge Long Hui· 2025-09-28 10:28
格隆汇9月28日丨中航光电(002179.SZ)在互动平台表示,公司具有CPO光互连所配套的光器件和光组件 相关产品及核心技术,可为CPO互连提供高可靠解决方案。 ...
中航光电(002179.SZ):具备为交换机提供全套互连解决方案的能力
Ge Long Hui· 2025-09-28 10:28
格隆汇9月28日丨中航光电(002179.SZ)在互动平台表示,公司具备为交换机提供全套互连解决方案的能 力。 ...
新宙邦(300037.SZ):产品已与众多主流客户建立合作关系并持续交付中,各类产品出货量以及销售额保持稳步增长
Ge Long Hui· 2025-09-28 10:28
格隆汇9月28日丨新宙邦(300037.SZ)在互动平台表示,公司半导体化学品业务凭借深耕精细电子化学品 的经验积累和技术优势,依靠高品质的产品、完善的质量管理体系以及多基地的交付服务赢得了客户信 任。受某国际主流氟化工企业退出氟化工市场的影响,全球氟化液(清洗和冷却)市场处于供应切换窗 口,公司的产品已与众多主流客户建立合作关系并持续交付中,各类产品出货量以及销售额保持稳步增 长。 ...
中航光电:具备为交换机提供全套互连解决方案的能力
Ge Long Hui· 2025-09-28 10:27
格隆汇9月28日丨中航光电(002179.SZ)在互动平台表示,公司具备为交换机提供全套互连解决方案的能 力。 ...
东方科脉冲刺IPO,曾与第一大客户同时申报A股,2023年收入下滑
Ge Long Hui· 2025-09-28 10:24
近期,有一家来自浙江的电子纸公司冲刺港股IPO。 格隆汇获悉,9月25日,浙江东方科脉电子股份有限公司(简称"东方科脉")向港交所递交了招股书,由中信证券担任 保荐人。 不过,这并非东方科脉首次冲击IPO。 2023年6月,东方科脉曾向上交所主板提交申请,在回复了两轮问询后,公司于2024年5月撤回了A股上市申请。 上交所问询主要涉及客户稳定性、供应商入股、经营活动现金流与净利润差异较大等问题。2023年,东方科脉的收入 和利润均有所下滑。 招股书称,公司撤回申请考虑的主要因素包括:业务发展及战略规划、当时适用的上市资格、当时资本市场状况等。 01 惠普前员工控股,专注于智能物联电子纸领域 东方科脉成立于2005年10月,2015年12月改制为股份有限公司,总部位于浙江省嘉兴市。 截至2025年9月21日,呂忠仁、周爱军通过一致行动协议,合计直接及间接拥有公司约36.79%的权益。 此外,东方科脉的机构股东还包括红榕投资、福州追远、元太科技、超越摩尔、紫荆华信投资等。在2021年12月的融 资中,公司的投后估值约21.7亿元。 公司董事会由九名董事组成,包括两名执行董事(周爱军、王文亮)、四名非执行董事及三名 ...
奥克斯电气(02580.HK):稳定价格期间结束及超额配股权失效
Ge Long Hui· 2025-09-28 10:23
Group 1 - The global offering's stabilization period for AUX Electric (02580.HK) ended on September 27, 2025, which is 30 days after the submission deadline for the Hong Kong public offering application [1] - The sole sponsor and overall coordinator did not exercise the over-allotment option during the stabilization period, and this option expired on September 27, 2025 [1] - The company has not and will not issue any shares under the over-allotment option [1]
中信银行(00998.HK):胡罡辞任风险总监

Ge Long Hui· 2025-09-28 10:16
格隆汇9月28日丨中信银行(00998.HK)公布,本行董事会于近日收到本行风险总监胡罡先生的辞呈。胡 罡先生因工作安排需要,辞去本行风险总监职务。胡罡先生辞任本行风险总监职务后继续担任本行执行 董事、副行长等职务。 ...
零跑汽车(09863.HK)百万台量产启示:一场技术、用户和全球化的品牌跃升
Ge Long Hui· 2025-09-28 10:16
Core Viewpoint - The rapid production speed of Leap Motor has become a key indicator of its comprehensive strength and profitability in the accelerating performance differentiation of China's new energy vehicle market [1] Group 1: Production Milestone - Leap Motor achieved a significant milestone by rolling out its 1 millionth vehicle, doubling its production from 500,000 to 1 million in less than a year, setting a record for new energy vehicle manufacturers in China [1][2] Group 2: Financial Performance - In the first eight months of 2025, Leap Motor's cumulative delivery exceeded 320,000 units, maintaining its lead in the new energy vehicle sales rankings in China, with monthly sales topping the charts for six consecutive months [2] - The company's revenue for the first half of the year reached 24.25 billion yuan, a year-on-year increase of 174%, with a gross margin of 14.1% and a net profit of 30 million yuan, marking a turnaround from losses in the same period of 2024 [2] Group 3: Technological Advancements - Leap Motor's self-research capabilities have led to a high density of technology, with over 65% of its core components being self-developed, including battery packs, motors, and electronic control systems [3] - The company has successfully reduced the cost of laser radar to the level of 120,000 yuan for certain models, significantly lower than competitors [3] Group 4: Global Expansion - As of June 2025, Leap Motor has rapidly expanded its overseas presence, with over 600 stores, including 550 in Europe, and received over 4,000 orders in July alone [5] - The partnership with Stellantis Group enhances Leap Motor's penetration into international markets, establishing a clear growth trajectory [5] Group 5: User-Centric Approach - Leap Motor's success is attributed to its deep understanding of user needs, offering high-value configurations at competitive prices, and addressing common pain points in daily usage [7][8] - The company has implemented over-the-air (OTA) upgrades for older models, enhancing user experience and loyalty [9][10] Group 6: Future Growth Potential - Leap Motor is positioned to transition from a new energy vehicle startup to a mainstream global automaker, with plans for localized production in Europe and the introduction of new models like the D19 luxury SUV [12] - The company's sustainable growth model, centered on user needs and technological innovation, is expected to drive its valuation and fundamentals upward [12]