登录新浪财经APP 搜索【信披】查看更多考评等级 公告显示，联创电子于2025年12月24日召开第九届董事会第九次会议，审议通过了公司本次向特定对象 发行A股股票事项的相关议案。作为本次发行的认购对象，江西国资创投就股份锁定期出具了专项承 诺，旨在明确其在特定期间内的股份减持限制，保障公司股权结构稳定及本次发行事项的顺利实施。 此次江西国资创投出具36个月不减持承诺，从市场角度看，具有多重积极意义。首先，较长的锁定期限 体现了认购方对上市公司经营前景的长期看好，通过"用脚投票"的方式向市场传递了信心，有助于稳定 投资者预期。其次，股权结构的稳定预期可减少短期市场抛压，为联创电子聚焦主营业务发展、推进定 增募投项目实施创造了良好环境。此外，作为国资背景的投资机构，江西国资创投的承诺也从侧面反映 出其对公司治理及发展战略的认可，为其他投资者提供了重要参考。 联创电子表示，公司及董事会全体成员保证信息披露内容真实、准确、完整，无虚假记载、误导性陈述 或重大遗漏。本次向特定对象发行股票事项尚需履行后续审批程序，具体发行安排将以公司后续公告为 准。 2025年12月25日，联创电子科技股份有限公司（以下简称"联创电子" ...

Group 1 - The core viewpoint of the news is that Arrow Home Group is focusing on retail channel development and product upgrades as dual drivers for growth in 2025 and 2026 [1] - In 2025, the company significantly improved retail revenue through the "Store Efficiency Doubling Project," which will be expanded to more stores in 2026 [1] - The company plans to replicate its refined management model across various channels to promote coordinated development [1] Group 2 - The company is implementing a "Product + Marketing" dual strategy, having launched new products like the Hongmeng Smart Shower in 2025, which has improved gross margins [2] - In 2026, the company aims to deepen cooperation with Hongmeng Smart to enhance internal operations for new product planning, development, and launch [2] - The company has seen a decline in overseas revenue due to challenges in the North American market but has achieved significant growth in other international markets through various initiatives [2] Group 3 - The company has repurchased over 150 million yuan worth of shares as part of its stock incentive plan, aimed at aligning the interests of the core team with the company's long-term development [2]

Core Viewpoint - Shenzhen Jinjia Group Co., Ltd. (referred to as "Jinjia Shares") announced a change in the purpose of repurchased shares to cancellation, which has been approved by the board and shareholders [1][2]. Group 1: Share Cancellation Announcement - The company held the 11th meeting of the 7th board on December 8, 2025, and the first extraordinary shareholders' meeting on December 24, 2025, where the proposal to change the purpose of repurchased shares and cancel them was approved [2]. - The specific content of the proposal was disclosed through announcements on December 9 and December 25, 2025 [2]. Group 2: Changes in Capital Structure - Following the cancellation, the total share capital and registered capital will change as follows: total shares will decrease from 1,451,778,834 to 1,413,978,834 shares, and registered capital will decrease from 1,451,778,834 yuan to 1,413,978,834 yuan, a reduction of 37,800,000 shares (37.8 million shares) and 37,800,000 yuan (37.8 million yuan) respectively [3]. Group 3: Creditor Rights Notification - The company notified creditors that due to the reduction in registered capital from the cancellation of repurchased shares, creditors have the right to request debt repayment or corresponding guarantees within 45 days from the announcement date [4]. - If creditors do not exercise their rights within the specified period, the cancellation and reduction will proceed according to legal procedures [4].

Core Viewpoint - Mousse Health Sleep Co., Ltd. announced that its controlling shareholder, Dongguan Muten Investment Co., Ltd., and actual controllers Wang Bingkun and Lin Jiyong, have issued a commitment letter to voluntarily not reduce their shareholdings for 12 months, reflecting confidence in the company's future development and a commitment to market stability [1][4]. Group 1: Commitment Details - The commitment period is from December 25, 2025, to December 24, 2026, during which the shareholders will not reduce their holdings in any form [4]. - The commitment applies to all shares held directly by the shareholders, including any new shares resulting from capital increases or stock dividends during this period [4]. - The shareholders have not reduced their holdings in the past twelve months [3]. Group 2: Shareholder Information - Dongguan Muten Investment is the largest shareholder, holding 165 million shares, which accounts for 37.92% of the total share capital of Mousse Health [2]. - Wang Bingkun serves as the Chairman and General Manager, while Lin Jiyong is a board member, both being the actual controllers of the company [2]. Group 3: Board Oversight - The board of Mousse Health will continuously monitor the fulfillment of the commitment by the controlling shareholder and actual controllers, ensuring compliance with relevant laws and regulations [6]. - The market views the voluntary extension of the share lock-up commitment as a positive signal for the company's long-term development, which may help stabilize market expectations and enhance investor confidence [6].

12月24日，合盛硅业收涨0.13%，收盘价为52.57元，发生2笔大宗交易，合计成交量166.65万股，成交 金额7874.12万元。 第1笔成交价格为47.25元，成交107.50万股，成交金额5,079.38万元，溢价率为-10.12%，买方营业部为 财通证券股份有限公司慈溪文华南路证券营业部，卖方营业部为财通证券股份有限公司慈溪文华南路证 券营业部。 第2笔成交价格为47.25元，成交59.15万股，成交金额2,794.74万元，溢价率为-10.12%，买方营业部为广 发证券股份有限公司广州马场路广发证券大厦证券营业部，卖方营业部为财通证券股份有限公司慈溪文 华南路证券营业部。 进一步统计，近3个月内该股累计发生14笔大宗交易，合计成交金额为7.35亿元。该股近5个交易日累计 上涨1.78%，主力资金合计净流出3844.35万元。 责任编辑：小浪快报 ...

第4笔成交价格为22.14元，成交15.00万股，成交金额332.10万元，溢价率为-9.63%，买方营业部为机构 专用，卖方营业部为财通证券股份有限公司江苏分公司。 第5笔成交价格为22.14元，成交14.00万股，成交金额309.96万元，溢价率为-9.63%，买方营业部为机构 专用，卖方营业部为财通证券股份有限公司江苏分公司。 第6笔成交价格为22.14元，成交10.00万股，成交金额221.40万元，溢价率为-9.63%，买方营业部为机构 专用，卖方营业部为财通证券股份有限公司江苏分公司。 12月24日，中电电机收跌0.41%，收盘价为24.50元，发生15笔大宗交易，合计成交量235.2万股，成交 金额5207.33万元。 第1笔成交价格为22.14元，成交69.20万股，成交金额1,532.09万元，溢价率为-9.63%，买方营业部为机 构专用，卖方营业部为财通证券股份有限公司江苏分公司。 第2笔成交价格为22.14元，成交20.00万股，成交金额442.80万元，溢价率为-9.63%，买方营业部为机构 专用，卖方营业部为财通证券股份有限公司江苏分公司。 第3笔成交价格为22.14元，成交17.0 ...

Core Viewpoint - The capital market is witnessing a surge in interest in the optical communication industry, driven by the demand for CPO (Co-Packaged Optics) technology, which is becoming a critical infrastructure for AI computing power [2][9]. Group 1: Company Financials - In 2024, the company reported revenue of 28.549 billion, a year-on-year decline of 8.29%, while net profit attributable to shareholders was 703 million, an increase of 39.05% [9]. - For the first three quarters of 2025, the company achieved revenue of 17.072 billion, a year-on-year decrease of 19.3%, with net profit of 513 million, up 30.28% [9]. - The company's gross profit margin has remained low, slightly above 20%, despite R&D expenditures consistently exceeding 12% of revenue [9][11]. Group 2: Debt and Financial Health - Following a recent capital increase, the company's debt ratio decreased from 64.99% at the end of 2024 to 61.42% by the end of Q3 2025, although interest-bearing debt rose significantly from approximately 10.3 billion to about 12.8 billion [3]. - The company has faced ongoing challenges with inventory depreciation and bad debt, with asset impairment losses increasing year-on-year [6][8]. Group 3: Government Support and Subsidies - Government subsidies and tax refunds have significantly contributed to the company's profitability, with these amounts surpassing net profit in recent years [9]. - From 2022 to 2024, government support and tax refunds totaled 280 million, 450 million, and 770 million, accounting for 68%, 89%, and 110% of net profit, respectively [9]. Group 4: Market Position and Technology - The company has developed a 400G coherent optical module and is preparing for 800G/1.6T silicon photonic module technology, which can reduce the size of 800G modules by 40% and power consumption by 35% [5]. - The CPO market is projected to reach 8.1 billion by 2030, with a compound annual growth rate of 137%, indicating significant growth potential in the optical communication sector [11].

Core Viewpoint - Zhou Dasheng Jewelry Co., Ltd. engaged in a specific investor research activity on December 24, 2025, discussing various aspects of its business with nine institutional investors, focusing on brand strategy, product development, and sales performance [1][2]. Group 1: Investor Research Activity - The investor research activity took place at the company's headquarters with participation from nine institutions, including Kaiyuan Securities and Yingfeng Capital [2]. - Key discussion topics included brand matrix construction, the progress of the "National Treasure" IP project, product structure and R&D innovation, and terminal sales performance [2][3]. Group 2: Brand Strategy - Investors inquired about the company's brand strategy, specifically regarding brand tiering, market positioning differentiation, and channel collaboration [2]. Group 3: "National Treasure" IP Project - The "National Treasure" series has received positive market feedback, and investors were interested in future product planning, cultural element integration, and supply chain support [2]. Group 4: Product Structure and R&D - Discussions included product category optimization, the proportion of design and R&D investment, and the application of new technologies to enhance gross margin [2]. Group 5: Terminal Sales Performance - Investors focused on terminal sales data, including recent store traffic, same-store revenue growth, and contributions from online channels such as live e-commerce [3]. Group 6: Compliance and Information Disclosure - The company adhered to information disclosure regulations, ensuring the accuracy and completeness of the information shared during the investor meeting, with all participants signing a confidentiality agreement [4].

进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为649.18万元。该股近5个交易日累 计上涨34.00%，主力资金合计净流入5258.51万元。 责任编辑：小浪快报 第1笔成交价格为6.50元，成交36.00万股，成交金额234.00万元，溢价率为-3.56%，买方营业部为华泰 证券股份有限公司深圳益田路证券营业部，卖方营业部为华泰证券股份有限公司深圳益田路证券营业 部。 第2笔成交价格为6.74元，成交30.00万股，成交金额202.20万元，溢价率为0.00%，买方营业部为国泰海 通证券股份有限公司深圳福华三路证券营业部，卖方营业部为机构专用。 12月24日，华联控股收涨9.95%，收盘价为6.74元，发生2笔大宗交易，合计成交量66万股，成交金额 436.2万元。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 调研基本情况 2025年12月23日，江苏神通阀门股份有限公司（以下简称"公司"）在公司会议室举办机构投资者电话调 研会议。本次调研由信达证券组织，公司副总裁兼董秘章其强先生主持会议并与投资者交流，会议记录 由张健负责，共有9家机构投资者参与。会上，章其强首先对参与机构表示感谢，介绍了公司基本情 况、发展战略规划及近期工作进展，并强调了遵守承诺函及信息披露规定的重要性。 核心问题与回应 核电阀门交付与收入确认周期 针对核电阀门从招标到订单交付的节奏，公司介绍，订单生效后，将按流程进行合同执行的合理排产， 待排产计划经业主审核通过并发出生产指令后方可启动生产。"一般在接单后的第二、第三年陆续分批 交货，"公司表示，核电阀门业务收入按实际交货进度分批次确认，每个订单的收入确认周期通常为2-3 年。 备件更换需求支撑市场增长 作为我国核电阀门设备核心供应商之一，公司表示始终紧跟国家核能技术发展步伐，"积极投入研发资 源，开展面向核聚变科学装置等先进核能应用场景的特种阀门研制，持续助力我国核能技术进步与产业 化进程。" 新建产能2026年初起逐步释放 关于新建产能释放 ...