继7月10日总经理王忠、7月18日副总经理刘佶南之后，8月8日，江山欧派（603208.SH）再度发布公告称，副总经理陆建辉亦递交辞呈。短短29天内，三位 核心高管挂冠而去。与此同时，江山欧派预计2025年上半年归母净利仅850万—1150万元，同比下滑约九成；扣非净利润更是录得2000万—3000万元亏损， 为2017年上市以来首次"半年负值"。当人事震荡与业绩崩塌同步发生，"个人原因"的说辞显得单薄，市场更关心：江山欧派究竟怎么了？ | | | 事实上，在江山欧派人事变动的背后，也是家族企业治理"裂缝"的初显，王忠不仅是创始人之一、副董事长、总经理，还是实际控制人吴水根的大妹夫，位 列第二大股东。他的离去，意味着家族核心成员与职业经理人体系同时出现缺口。紧随其后的刘佶南、陆建辉，均身居副总经理要职，原定任期都还有整整 一年。根据公告，三人未持有或少量持有股份，辞职后均不再担任公司及子公司任何职务，彻底"净身出户"。 从业绩上来看，据江山欧派的最新财报显示，截至2025年一季度，江山欧派经销商数量已膨胀至6.88万家，同比净增逾3万家，平均每月新增2000家以上。 数量狂欢并未带来同比例收入：单季度经销商渠 ...

8月13日晚间，芒果超媒发布公告称，董事会收到副总经理申亚东的书面辞职报告。因个人原因，申亚 东请求辞去公司副总经理职务。辞职后，他将不再担任公司任何职务。 资料显示，申亚东出生于1980年6月 ，中共党员，拥有武汉大学法学硕士学位。截至公告披露日，申亚 东未持有公司股份，也不存在应当履行而未履行的承诺事项。 芒果超媒作为文化传媒企业，业务涵盖互联网视频平台运营、内容制作及艺人经纪等。 ...

英特尔在处理器市场长期面临AMD的竞争，近年来两者的差距有所缩小。18A 制程对英特尔来说意义重大，这是其拉开与竞争对手制程优势的关键一步。 Panther Lake本被寄予厚望，如今量产或推迟，这会直接导致生产成本的上升，影响产品按时交付，致使英特尔市场份额面临被挤压的风险。 据报道，因18A工艺良率不佳，英特尔首款基于该工艺的处理器Panther Lake的大规模量产已从原定的2025年底推迟至2026年一季度。该处理器原计划2024 年第四季度小规模试产，2025年第一季度放量。 18A是英特尔用于生产下一代笔记本芯片Panther Lak的重要工艺。而根据此前报道，当前良率仅为10%左右，远低于50%的量产启动门槛，而盈利一般需达 到70%-80%。 据悉，2024年英特尔亏损高达187.6亿美元。为缓解压力，CEO陈立武推行裁员15%、砍非核心业务等降本措施，并试图将晶圆代工服务（IFS）转型为"美版 台积电"。 行业横向对比发现，台积电N2制程良率已达65%-92%，三星2nm良率约40%，而英特尔宣称的18A"55%良率"与实际数据矛盾，且量产进度落后台积电超一 年。若良率无法突破，不仅Pant ...

Group 1 - The core issue highlighted is that "人人租" is listed among 70 mobile applications for illegally collecting and using personal information, alongside financial apps like 万达普惠 and 烟台银行 [2] - The specific violations by "人人租" include failure to clearly outline the purposes, methods, and scope of personal information collection in its privacy policy, lack of a clear way for users to withdraw consent, and inadequate security measures such as encryption and de-identification [2] - This action is part of the "2025 Personal Information Protection Special Action," driven by multiple government agencies, and is based on technical inspections of apps under the Personal Information Protection Law [2] Group 2 - Operators are required to complete rectifications within 15 working days, with potential legal consequences for non-compliance or severe violations, including business suspension or app removal [2] - As of August 14, "人人租" has not issued a formal announcement regarding its rectification plan, and its operations remain normal on its official website and app store page [2]

Core Insights - Douyin App is currently in the gray testing phase for a new service called "My Express," which allows users to manage logistics within the app [2] - The service is integrated into the "My Wallet" section, enabling users to perform express inquiries, shipments, and returns in one place [2] - Currently, the service supports logistics queries and shipments only for Jitu Express, but the interface has been designed to accommodate multiple express services in the future [2] - This new feature aims to create a closed-loop experience for users, allowing them to browse, pay, track logistics, and handle shipments/returns seamlessly, thereby reducing the need to switch between different platforms [2] - The introduction of this service is seen as a strategic move by Douyin to enhance its local life ecosystem and address fulfillment gaps [2]

Core Viewpoint - Micron Technology (NASDAQ: MU) unexpectedly initiated layoffs in China despite being on an upward performance trajectory, focusing on optimizing its workforce in embedded R&D, testing, and support teams in cities like Shanghai and Shenzhen [2] Group 1: Layoff Details - Micron has started a "personnel optimization" process in China, affecting over 300 employees who have received voluntary separation compensation packages [2] - The layoffs are specifically targeting the mobile NAND product line, while SSD, automotive, industrial NAND, and mobile DRAM businesses will continue to receive investment [2] Group 2: Strategic Shift - The company has decided to halt all future mobile NAND product development, including the planned UFS 5.0, as the mobile NAND market has become highly competitive with weak smartphone demand leading to thin profits [2] - Micron stated that resources must be reallocated to higher-return areas such as data center and automotive storage sectors [2] Group 3: Financial Outlook - On the same day as the layoffs announcement, Micron raised its Q4 FY2025 revenue guidance from $10.7 billion to $11.2 billion, with gross margin expectations increasing from 42% to 44.5% [2] - The increase in financial outlook is primarily attributed to soaring prices of high-bandwidth memory (HBM) driven by AI demand [2]

近日，国内半导体设备龙头屹唐股份发布公告称，将以窃取公司机密为由起诉美国应用材料公司（APPLIED MATERIALS, INC.）。 屹唐股份认为，应用材料公司非法获取并使用了其等离子体源及晶圆表面处理相关的核心技术秘密，还在中国境内以申请专利的方式披露该技术秘密，并将 专利申请权据为己有，违反《中华人民共和国反不正当竞争法》，对其知识产权和经济利益造成严重损害。 图源：公司公告 屹唐股份诉讼请求包括判令被告停止相关侵权行为、确认涉事专利申请权归属、赔偿经济损失及合理支出合计9999万元等。 据悉，屹唐股份专注于半导体制造领域的设备研发、生产和销售，其高浓度、稳定均匀的等离子体晶圆表面处理技术，应用于干法去胶、蚀刻等半导体加工 设备，在该领域有一定的原创性技术积累。 应用材料公司则是全球知名的半导体设备供应商，业务涵盖半导体制造所需的各类设备及相关服务，在全球半导体设备市场占据重要地位。 值得关注的是，此次纠纷涉及应用材料公司招聘的曾任职于屹唐股份全资子公司MTI的两名员工，这两名员工曾签署保密协议，而应用材料公司提交的相关 发明专利申请中，主要发明人即为这两人，该专利申请被指披露了屹唐股份的技术秘密。 ...

Core Insights - Concerns have been raised regarding Honor's "product ocean strategy," as the company currently has over 20 models across six series while continuing to expand its product lineup, leading to fears of following HTC's path [2] - According to Counterpoint Research, Honor's shipment volume in Q2 2025 is expected to drop by 19% year-on-year, with market share decreasing from 15.5% to 12.8%, resulting in a fall to sixth place [2] Market Performance - IDC data indicates that Honor's market share fell from 17.1% in Q1 2024 (ranking first) to 13.7% in Q4 2024 (ranking fifth), and by Q1 2025, it completely dropped out of the top five, categorized as "Others" [6] - Following Huawei's full return in the second half of 2023, Honor's position as a "substitute" has been rapidly squeezed, with Huawei holding an 18.1% market share in Q2 2025, driven by the success of its Nova 14 series and price reductions on high-end models [6] Competitive Landscape - Despite the HONOR 400 series achieving sales leadership in the 2.5K-4K price range during the 618 shopping festival, competitors like Redmi K80 have reduced prices to 2099 yuan, highlighting Honor's weak differentiation due to a lack of foundational chip technology [6] - Honor's strategy of expanding its product matrix to cover more price segments raises concerns about maintaining the competitiveness of each model, as the company currently offers over 20 models across six series [6] Financial Performance - Honor's cumulative losses in the foldable phone segment are projected to reach 2-3 billion yuan by 2024, while the Magic7 series has only sold 1.28 million units in a year, significantly lower than Huawei's Mate70 series [6]

8月12日，汇安基金发布公告称，基金经理陆丰因公司工作调整分别卸任汇安价值蓝筹混合基金和汇安均衡成长混合基金。 | 离任基金经理姓名 | 陆三 | | --- | --- | | 离任原因 | 公司工作调整 | | 离任日期 | 2025-8-11 | | 转任本公司其他工作岗位的说明 | 1 | | 是否已按规定在中国基金业协会办理 | 是 | | 变更手续 | | | 是否已按规定在中国基金业协会办理 | i | | 注销手续 | | 陆丰卸任的两只基金均是迷你基金，截至二季度末，汇安价值蓝筹混合基金和汇安均衡成长混合基金的资产净值分别为1569.64万元、1983.75万元。 截至二季度末，汇安价值蓝筹混合基金持有股票占比为93.17%，并未持有债券，前十大持仓个股均是银行和保险个股，分别为兴业银行、中国平安、中国 太保、新华保险、农业银行、民生银行、北京银行、中国银行、光大银行、沪农商行。 汇安价值蓝筹混合基金二季报显示，截至二季度末，连续超过60个工作日基金资产净值低于5000万元，基金管理人已按法规要求向证监会报送解决方案。 汇安价值蓝筹混合基金在二季报中指出，该基金布局中证红利，优选低估值、分红 ...

Group 1 - The National Cybersecurity Incident Response Center announced the detection of 70 mobile applications that illegally collect and use personal information, including several financial applications such as "Wanda Puhui" and "Yantai Bank Citizen e-loan" [2] - Yantai Bank's WeChat mini-program "Yantai Bank Citizen e-loan" has several issues, including failure to process complaints and reports within the promised timeframe, lack of a mechanism for users to exercise their rights, and no provided means for users to withdraw consent for personal information collection [3] - In July, Yantai Bank was penalized with a warning and a fine of 3.192 million yuan for multiple violations, including breaches of financial statistics regulations and failure to fulfill customer identity verification obligations [3]