Huan Qiu Lao Hu Cai Jing

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小鹏汽车与华为牵手,发力智能座舱
Huan Qiu Lao Hu Cai Jing· 2025-06-06 12:32
6月5日,小鹏汽车联合华为乾崑智能汽车解决方案举办抬头显示技术发布会,联合推出"追光全景"AR- HUD(增强现实抬头显示系统),将首发搭载于小鹏G7。 据介绍,"追光全景"AR-HUD,是基于华为光算法、光系统、光器件三大核心技术,构建自研车规级成 像模组、AR构图引擎的AR-HUD底座,协同小鹏汽车全场景AR-HUD应用等,不仅贴合用户驾驶意 图,更能提升行车安全。 小鹏汽车智能体验负责人于桐在发布会上表示,传统的汽车中控屏和仪表盘需要驾驶员在驾驶过程中低 头查看,存在安全隐患。AR-HUD可将关键信息直接投射到驾驶员视线前方,让驾驶员在不离开道路视 线的情况下获取信息,成为近年来用户关注度最高的智能化配置之一。 AR-HUD赛道近年持续走热,华为在去年底曾与十余家供应商完成智能车载光业务合作签约,范围涵盖 智能HUD、车灯模组领域,其中包含星宇股份、水晶光电等上市公司。 彼时华为智能车载光领域总裁陈双宝直言,当下行业内的车载光产品仍需要解决感知探测、算法精度、 显示贴合等关键难点,但华为希望通过开放合作加速升级、迭代产品体验。 在产业链上游,越来越多的汽车供应商企业开始加码布局HUD相关领域。其中中光学 ...
半导体行业再现重磅并购,国科微拟收购中芯宁波94%股权
Huan Qiu Lao Hu Cai Jing· 2025-06-06 06:05
6月5日晚,国科微发布了详细的交易预案,上市公司拟以发行股份及支付现金等方式收购中芯集成电路 (宁波)有限公司(简称"中芯宁波",标的公司)94.366%的股权。 据了解,中芯宁波系为配合当地产业发展战略,于2016年由当地产投基金、中芯国际等多方联合成立。 中芯宁波股东——也是此次交易的股权转让方,包括了宁波甬芯、宁波经开区产投、宁波金帆三家宁波 当地的国资机构。中芯宁波在中芯国际集团内部的位置,是作为重要联营企业而存在。 公司专注于射频前端、MEMS传感器、高压模拟等特种工艺技术,是国内少数实现量产制造BAW滤波 器的厂商,属于半导体特种工艺晶圆制造领域具备技术稀缺性的优质标的。 据悉,滤波器是射频前端的核心器件,提供手机无线通信功能,技术研发难度较高。中芯宁波产品在手 机端的成功搭载,标志着已打破海外厂商在滤波器制造领域的工艺垄断,有望破解我国通信芯片行业长 期面临的"卡脖子"问题。 从基本面来看,中芯宁波未经审计的主要财务数据显示,截止今年一季度,公司总资产规模达45.18亿 元,所有者权益达15.67亿元。但是,中芯宁波因多种原因,导致公司报告期内存在较大规模亏损。 2024年中芯宁波全年的净利润为 ...
饶毅“炮轰”麦角硫因为“假药”,科伦药业陷舆论风波
Huan Qiu Lao Hu Cai Jing· 2025-06-06 06:05
6月5日,知名生物学家、前首都医科大学校长、现任北京大学校务委员会副主任、理学部主任饶毅在其 公众号上发布《假药靠肌肉男真人"赤膊上阵",真药伟哥仅以小小"老鼠作证"》一文,直指科伦药业旗 下的麦角硫因胶囊为"假药",引发了舆论的广泛关注。 饶毅在文中指出,"如果药物确实能够对动物或人有延年益寿的作用,早就会有人提供足够证据获得药 监部门批准。因为缺乏证据,得不到批准,销售商才走保健品的路子。"在他看来,凡是没有足够令人 信服的证据,不能获得批准成为真药,是假药的,只好以保健品方式蒙人、骗人,麦角硫因就是"假 药"。 对此,科伦药业于6月6日上午通过"科伦永年大健康"公众号发布,声明强调三点立场:公司从未将麦角 硫因作为药物宣传,其定位是"功能性健康产品";产品基于科学理论和品牌影响力,在海外有明确科研 论文和临床论证支持;指责饶毅文章存在"偷换概念"问题。 此前,科伦药业董事长刘革新大秀肌肉,为公司新产品麦角硫因胶囊代言,麦角硫因也因此进入大众视 野。 公开资料显示,麦角硫因是一种天然抗氧化剂,在人体内可以对细胞起到保护作用,它具有清除自由 基、解毒、维持DNA的生物合成、细胞的正常生长及细胞免疫等多种生理 ...
警银联动阻截诈骗 守好群众“钱袋子”
Huan Qiu Lao Hu Cai Jing· 2025-06-06 05:26
Core Viewpoint - A successful interception of a telecom fraud case occurred at the Beijing Bank's Shanghai Yangtze River Delta Integration Demonstration Zone branch, where staff saved a customer from losing 100,000 yuan [1][4]. Group 1: Incident Overview - A customer approached the bank to redeem investments and withdraw cash, claiming to invest in a high-yield product not offered by licensed financial institutions, raising suspicions among bank staff [3][4]. - The customer initially expressed urgency to withdraw 100,000 yuan for tutoring fees, which contradicted her earlier statements about investing, prompting bank staff to suspect potential fraud [3][4]. Group 2: Response and Actions - Bank staff, leveraging their experience, activated an emergency response plan by contacting the customer's daughter for verification and reporting the suspicious activity to the local anti-fraud center [4]. - The investigation revealed it was a typical "pig butchering" scam, where fraudsters build trust through social media and fake investment returns to lure victims into transferring funds [4]. Group 3: Recognition and Commitment - The collaboration between the police and bank staff successfully prevented the fraudulent transaction, earning the bank staff a commendation letter from law enforcement for their keen insight and professional judgment [4]. - Beijing Bank is committed to the principle of "finance for the people," focusing on preventing illegal financial activities and enhancing financial service levels to protect citizens' assets [4].
稳定币第一股Circle首日大涨169%,市值超180亿美元
Huan Qiu Lao Hu Cai Jing· 2025-06-06 02:08
从稳定币市场地位来看,Circle为USDC唯一发行和管理方。截至2025年4月,USDC已成为全球第二大 美元挂钩稳定币,市值约609亿美元,仅次于泰达的USDT。 6月5日,稳定币"第一股"Circle正式在纽交所上市。Circle盘中最高超过103美元,最大涨幅达到 234.68%,当日收盘价为每股83.23美元,涨幅168.5%,公司总市值超180亿美元。Circle当日的成交量 约为4600万股,远超市场上可自由交易的流通股数量。 据了解,此前给出的IPO发行价为每股31美元(发行价指导区间为27-28美元)。因价格涨幅波动性过 大,Circle盘中触发临时熔断,随后恢复交易,涨幅扩大至187%,并且在持续扩大。 此次股价大幅上涨离不开政策利好的影响。5月19日,美国参议院以66票赞成、32票反对的表决结果, 通过了《指导与建立美国稳定币国家创新法案》,简称"美国《GENIUS法案》"的程序性投票,这一里 程碑式的进展标志着美国即将迎来首个稳定币联邦监管框架。 随后,5月21日,香港立法会三读通过《稳定币条例草案》。5月30日,香港特别行政区政府在宪报刊登 《稳定币条例》,标志着该条例正式生效,成为 ...
稳定币迎来上市第一股,巨头Circle即将登陆美股
Huan Qiu Lao Hu Cai Jing· 2025-06-05 06:50
币圈传来大消息,稳定币第一个IPO来了,稳定币巨头Circle预计于6月5日在美国纽约证券交易所 (NYSE)上市,这将是稳定币领域的首个IPO。 当然最后,业内同时也认为,稳定币虽然将促进挂钩货币在微观经济层面的渗透,但也会带来反洗钱、 反恐怖融资的问题,未来也将考验金融监管者。 国盛证券称,此次Circle若成功上市,将进一步推动美国稳定币市场的发展,同时加速传统金融用户尤 其是机构用户对稳定币的接受进程。稳定币自诞生以来,成为加密货币市场参与者重要的工具——提供 价值储备和计价工具,同时作为各类加密货币现货/期货交易的保证金,是最为重要的一类加密货币工 具。若Circle成功上市,对市场将是重要的利好。 从业务来看,Circle的盈利模式其实就是简单的"吃利息",每一枚发行的USDC都有1美元的法定货币储 备支持。Circle将这些储备金存放于安全的短期资产中,例如美国银行存款和由贝莱德管理的短期美国 国债基金,在高利率环境下可产生可观的利息收益。 从基本面看,2023年Circle净利润约2.68亿美元,2024年净利润约1.56亿美元。根据招股书数据,2024 年Circle总营收约16.76亿美元 ...
携手阿里云,四维图加速布局汽车智能化
Huan Qiu Lao Hu Cai Jing· 2025-06-04 03:13
Group 1 - The core viewpoint of the news is that Siwei Tuxin has signed a strategic cooperation framework agreement with Alibaba Cloud to explore collaboration in various areas related to automotive intelligence and smart transportation over the next five years [1] - The cooperation will focus on six main areas: building a secure compliance foundation, creating a leading closed-loop for assisted driving data, providing comprehensive big data governance services for automotive enterprises, exploring vertical model construction for vehicle cabins and distributed vehicle networking, offering solutions for companies going abroad, and providing solutions for smart transportation [1] - Siwei Tuxin aims to leverage this partnership to expand market space in automotive-related business areas and enhance product competitiveness, further advancing its commercialization strategy in automotive intelligence [1] Group 2 - In recent years, Siwei Tuxin has focused on the core track of automotive intelligence, positioning itself as a solution provider led by intelligent driving, and is building a complete technical ecosystem from basic map data to in-vehicle chips and advanced assisted driving applications [2] - For the year 2024, Siwei Tuxin achieved a revenue of 3.518 billion yuan, a year-on-year increase of 12.68%, with the intelligent cloud segment showing strong growth, generating 2.254 billion yuan in revenue, up 28.96% [2] - Despite the revenue growth, Siwei Tuxin reported a significant loss of 1.144 billion yuan in 2024 due to non-main business investment income and asset impairment, but expects to significantly reduce losses in 2025 as its assisted driving business matures and market share increases [2]
中国太保连发两只私募基金,总规模达500亿
Huan Qiu Lao Hu Cai Jing· 2025-06-04 02:21
Group 1 - China Pacific Insurance (CPIC) officially launched two private equity funds with a total scale of 50 billion yuan, including the Taibao Zhanxin M&A Private Fund with a target scale of 30 billion yuan and the Taibao Zhiyuan No. 1 Private Securities Investment Fund with a target scale of 20 billion yuan [1] - The Taibao Zhanxin M&A Private Fund aims to focus on key areas of state-owned enterprise reform and modern industrial system construction in Shanghai, promoting the development of strategic emerging industries and enhancing industrial chains [1] - The Taibao Zhiyuan No. 1 Private Securities Investment Fund is designed to respond to the call for expanding long-term investment reforms in insurance funds, emphasizing a core investment strategy focused on dividend value [1] Group 2 - The establishment of the Taibao Zhanxin M&A Private Fund and the Taibao Zhiyuan No. 1 Private Securities Investment Fund is part of the ongoing long-term investment reform pilot for insurance funds, which has seen three batches of approvals, with the total amount reaching 222 billion yuan after the third batch [2] - Research institutions believe that the long-term investment pilot helps insurance companies stabilize profits and enhances equity investment, contributing to the stable operation of the capital market [2] - The trend of insurance institutions actively exploring equity investments is driven by policy support for the real economy and the declining interest rate environment, indicating a potential growth in the scale of insurance private equity funds [2]
紫光股份拟冲刺港股IPO,加速全球化布局
Huan Qiu Lao Hu Cai Jing· 2025-06-03 05:42
Group 1 - The core viewpoint of the news is that Unisplendour Corporation is seeking to enhance its global strategy and capital strength by applying for H-share listing on the Hong Kong Stock Exchange [1] - Unisplendour is a leading provider of digital and AI solutions, offering a diverse range of ICT infrastructure products and integrated digital solutions [1] - According to Frost & Sullivan, Unisplendour ranks as the third largest digital infrastructure provider in China with a market share of 8.6% and holds significant positions in network and computing/storage infrastructure [1] Group 2 - Unisplendour has experienced a situation of increasing revenue without corresponding profit growth, with revenues of 74.06 billion yuan, 77.31 billion yuan, and 79.02 billion yuan for 2022, 2023, and 2024 respectively, while net profits were 3.742 billion yuan, 3.685 billion yuan, and 1.982 billion yuan [2] - The company reported a strong performance in Q1 2025, achieving revenue of 20.79 billion yuan, a significant year-on-year increase of 22.25%, and a net profit of 409 million yuan, up 19.30% [2] - The growth in revenue for Q1 2025 is attributed to the rising demand for computing power driven by the AIGC trend, with expectations for continued market demand release due to increased capital investments from major internet companies and ongoing government initiatives [2]
债转股86亿元,兴业银行获大股东力挺
Huan Qiu Lao Hu Cai Jing· 2025-05-30 13:08
Group 1 - The core point of the news is that Fujian Provincial Finance Department has converted a significant amount of "Xingye Convertible Bonds" into common shares of Xingye Bank, increasing its stake in the bank [1] - The conversion involved 2.37 billion and 1.51 billion shares at a conversion price of 22.25 yuan per share, totaling approximately 8.644 billion yuan [1] - After the conversion, Fujian Provincial Finance Department's total holdings in Xingye Bank will increase from 3.965 billion shares to 4.354 billion shares, raising its ownership percentage from 19.09% to 20.57% [1] Group 2 - In recent years, banks have primarily relied on major shareholders for capital replenishment, with significant investments from the Ministry of Finance into state-owned banks [2] - The main purpose of issuing convertible bonds is to supplement core Tier 1 capital, as the bonds are classified as liabilities before conversion and contribute directly to equity after conversion [2] - For the fiscal year 2024, Xingye Bank reported an operating income of 212.226 billion yuan, a year-on-year increase of 0.66%, and a net profit attributable to shareholders of 77.205 billion yuan, a year-on-year increase of 0.12% [2]