财新观察｜预制菜如何获得消费者信任 财新观察｜预制菜如何获得消费者信任 预制菜⾏业需在科学规范中⾼质量发展 近⽇，国务院⻝安办、国家卫⽣健康委等部⻔就《⻝品安全国家 标准 预制菜》《预制菜术语和分类》以及《推⼴餐饮环节⾃主明示 的公告》三份⽂件公开征求社会意⻅。其中，《⻝品安全国家标准 预制菜》是主管部⻔⾸次发布相关国标。它规定了预制菜的定义，提 出了原料、⻝品添加剂使⽤、⽣产过程、营养品质、包装、标签标 识、经营过程和产品指标等⽅⾯的要求。三份征求意⻅⽂件，回应了 社会关切，是公众进⼀步了解预制菜的重要途径，也有助于在完善规 范和标准中推动预制菜⾏业⾼质量发展。 围绕预制菜的讨论中，很多⼈关⼼，究竟什么是预制菜？《⻝品 安全国家标准 预制菜》征求意⻅稿中，明确界定预制菜的定义与管 理范畴。预制菜是指以⼀种或多种⻝⽤农产品及其制品为原料，使⽤ 或不使⽤调味料等辅料，不添加防腐剂，经⼯业化预加⼯（如搅拌、 腌制、滚揉、成型、炒、炸、烤、煮、蒸等）制成，配以或不配以调 味料包，加热或熟制后⽅可⻝⽤的预包装菜肴产品。它并不包括主⻝ 类⻝品、净菜类⻝品、即⻝类⻝品和中央厨房制作的菜肴。 预制菜并⾮新⽣事物，更不是洪⽔ ...

Group 1 - The article discusses the growing trend of AI-generated video content across various industries, highlighting companies leveraging AI technology to enhance content creation and distribution efficiency [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54][55][56][57][58][59][60][61] Group 2 - Companies like 中文在线 and 捷成股份 are utilizing AI to transform scripts and text into video content, thereby reducing production barriers and enhancing IP monetization [1][2] - 万兴科技 and 流金科技 are focusing on AI video generation tools to support various sectors, including e-commerce and broadcasting, indicating a shift towards integrating AI in traditional industries [4][5] - The article emphasizes the potential for significant revenue growth as demand for AI-generated video content surges, with companies like 当虹科技 and 昆仑万维 already seeing rapid growth in their AI-related product revenues [9][10][11]

Core Viewpoint - The company, Aorui De Optoelectronics Co., Ltd., is progressing with its share repurchase and reduction plan, aimed at maintaining company value and shareholder rights [2][3]. Group 1: Share Repurchase Details - The company repurchased shares from June 21, 2024, to September 20, 2024, through centralized bidding, with plans to sell these shares within 36 months after the announcement of the repurchase results [2]. - If the company fails to sell the repurchased shares within the specified period, all unsold shares will be canceled [2]. Group 2: Reduction Plan Progress - On September 27, 2025, the company announced a plan to reduce the repurchased shares through centralized bidding, with a reduction period starting 15 trading days after the announcement and lasting for 6 months [3]. - The company disclosed the progress of the reduction plan on November 15, December 2, 2025, and January 6, 2026, in accordance with the Shanghai Stock Exchange regulations [3]. Group 3: Reduction Implementation Status - As of January 31, 2026, the company had reduced 8,408,000 shares, representing 0.31% of the total shares, with a total transaction amount of 31,755,473 yuan, at an average price of 3.78 yuan per share [4]. - The total number of repurchased shares held in the dedicated account was 27,313,000, accounting for 0.99% of the total shares [4]. Group 4: Compliance and Regulations - The company confirmed that the reduction plan is consistent with previously disclosed plans and commitments [6]. - There were no significant events such as high dividends or mergers that could affect the reduction plan during the reduction period [7].

证券代码：600666 证券简称：奥瑞德 公告编号：临 2026-007 重要内容提示： 回购股份的基本情况： 奥瑞德光电股份有限公司（以下简称"公司"）于 2024 年 6 月 21 日至 2024 年 9 月 20 日期间通过集中竞价交易方式回购公司股份，用于维护公司价值及股 东权益。回购股份将在披露回购实施结果公告 12 个月后根据相关规则通过集中 竞价交易方式出售，并在披露回购实施结果公告后 36 个月内完成出售。公司如 未能在规定期限内完成出售，未出售的回购股份将全部予以注销。 减持计划进展情况 2025 年 9 月 27 日公司在上海证券交易所网站（www.sse.com.cn）披露了《关 于集中竞价减持已回购股份计划的公告》（公告编号：临 2025-044），公司计划 通过集中竞价交易方式减持 2024 年已回购股份。减持期间为自前述公告披露之 日起 15 个交易日后的 6 个月内。若减持期间公司发生派发红利、送红股、转增 股本、增发新股、配股等导致股份变动事项，减持股份数量将进行相应调整。 公司分别于 2025 年 11 月 15 日、2025 年 12 月 2 日、2026 年 1 月 6 ...

Group 1 - Core viewpoint: Companies are announcing significant financial updates, including profit changes, new product approvals, and share repurchase plans [1][2][3][4][5][6][15] Group 2 - Company: Chip导科技 reported a revenue of 394 million yuan for 2025, a year-on-year increase of 11.52%, but a net profit of 106 million yuan, down 4.91% [1] - Company: 亿帆医药's subsidiary received a drug registration certificate for Vitamin K1 injection, which is used for treating vitamin K deficiency [2] - Company: 勤上股份 announced the termination of its share repurchase plan to stabilize stock prices [3] - Company: 极米科技 plans to repurchase shares worth between 50 million and 100 million yuan for employee stock ownership plans [4] - Company: 凌云光 intends to change the purpose of repurchased shares to cancellation, reducing total share capital from 461 million to 457 million shares [5] - Company: 苏州科达's general manager resigned, and the chairman will take over the role to ensure management continuity [6] - Company: 银轮股份 identified 徐铮铮 as a co-actual controller, following a retrospective recognition [7] - Company: 西南证券 received approval to issue bonds up to 14 billion yuan [8] - Company: 上港集团 expects a 1.3% year-on-year increase in container throughput for January [10] - Company: 宁波富达 plans to distribute a cash dividend of 0.7 yuan per 10 shares, totaling 101 million yuan [11] - Company: 协和电子 is investing 5 million yuan in a venture capital fund to enhance its understanding of high-tech industries [12] - Company: 乐鑫科技's controlling shareholder proposed a share repurchase plan of 50 million to 100 million yuan [13] - Company: 奥瑞德's subsidiary plans to invest approximately 145 million yuan in computing power equipment [14] - Company: 上汽集团 reported a 23.94% year-on-year increase in vehicle sales for January [15] - Company: 道恩股份 plans to acquire a foreign company's plastic business for 15.737 million USD [16] - Company: 红相股份 intends to transfer 100% equity of 南通瀚蓝 for 120 million yuan [17] - Company: 长龄液压 announced a tender offer to acquire 12% of its shares at 35.82 yuan per share [19] - Company: 润都股份 faces uncertainty regarding the approval of its innovative drug [20] - Company: *ST东易's asset injection plans face significant uncertainty [21] - Company: 棒杰股份 is undergoing a restructuring process that could improve its financial structure [22] - Company: 绿联科技 has submitted an application for H-share listing in Hong Kong [23] - Company: ST泉为 is facing a creditor's application for restructuring [24] - Company: 海思科's shareholders plan to reduce their holdings by up to 0.89% [25] - Company: 钧崴电子's shareholder plans to reduce holdings by up to 3% [26]

Important Matters - Haoshi Electromechanical has delivered samples of core products such as harmonic reducers and planetary reducers to certain humanoid robot manufacturers, resulting in small batch orders [1] - Aorui De's subsidiary plans to invest approximately 145 million yuan in computing power equipment, primarily for server procurement [1] - Gree Electric is focusing on research related to aluminum-to-copper technology but currently has no plans for aluminum-to-copper applications [1] - Longfly Fiber's global optical fiber and cable industry market environment is normal, with data center-related products accounting for a small proportion of total demand [1] - Hikvision reports that the price increase of hard disks has a slight positive contribution to the company's net impact [1] - Purun Co. will consider market supply and production costs for future product price adjustments [1] - Changchun High-tech's subsidiary GS3-007a dry mixed suspension drug registration clinical trial application has been accepted [1] - Litong Electronics is still in the early discussion stage for liquid cooling product development, with no AI data center project in Malaysia [1] - Rundu Co. has uncertainty regarding the approval of its innovative drug, hydrochloride dextromethorphan injection [1] - Science plans to engage in molybdenum processing and sales, while also investing in equipment for the recovery of rhenium resources during processing [1] Capital Operations - Hongxiang Co. intends to transfer 100% equity of Nantong Hanlan to Fujian Mingao [1] - Aorui De's subsidiary plans to invest approximately 145 million yuan in computing power equipment, primarily for server procurement [1] - Jichuan Pharmaceutical's wholly-owned subsidiary has signed an exclusive commercialization cooperation agreement [1] - XGIMI Technology plans to repurchase shares worth 50 million to 100 million yuan for employee stock ownership plans or equity incentives [1][2] Performance - Shanghai Yizhong reported a net profit growth of 819.42% year-on-year for 2025, with core products included in medical insurance [2] - Lianyun Technology's net profit for 2025 is expected to grow by 20.36%, benefiting from the recovery of the storage industry and increased AI demand, with growth in PCIe 3.0/4.0 and enterprise-level SATA main control chip shipments [2] Buybacks - Lexin Technology plans to repurchase shares worth 50 million to 100 million yuan, with a repurchase price not exceeding 170.29 yuan per share for employee stock ownership or equity incentives [2] - XGIMI Technology also plans to repurchase shares worth 50 million to 100 million yuan, with a repurchase price not exceeding 159.51 yuan per share for employee stock ownership plans or equity incentives [2]

Group 1 - Chinese government emphasizes the implementation of policies to promote high-quality development and new growth points [2][39] - Local governments are urged to enhance service awareness and improve administrative efficiency to address business concerns [2][39] - The "14th Five-Year Plan" should focus on practical and systematic planning, avoiding overly ambitious projects [2][39] Group 2 - Recent incidents of Chinese enterprise personnel being detained in the US have raised concerns about the impact on business exchanges [3][40] - The Chinese government has expressed strong opposition to the US's actions and called for the cessation of such practices [3][40] Group 3 - The South Korean stock market experienced a significant drop, triggering temporary trading halts [5][42] - The KOSPI index fell by 5.26%, closing at 4949.67 points, after previously reaching a historic high [6][42][7] - The Indonesian stock market also faced turbulence, with the Jakarta Composite Index dropping by 4.88% [8][43] Group 4 - The domestic futures market saw a rare plunge, with 13 commodity futures hitting the limit down due to panic selling [9][44] - The decline was attributed to a combination of factors, including excessive leverage and market structure vulnerabilities [9][44] Group 5 - The National Investment Silver LOF fund announced a significant adjustment in its valuation method for silver futures contracts [10][45] - This adjustment aims to better reflect international market price fluctuations [10][45] Group 6 - The gaming industry reported record revenue per user, with several A-share companies expecting positive performance [17][52] - The humanoid robot industry is accelerating, with institutions actively researching companies with promising earnings [17][52] Group 7 - Shanghai Yizhong reported a net profit increase of 819.42% for 2025, driven by the inclusion of its core product in the national medical insurance directory [19][53] - The company plans to continue investing in R&D for innovative drugs [19][53] Group 8 - XGIMI Technology and Espressif Systems announced share buyback plans, with total amounts not less than 50 million yuan [20][54] - ST Kaiyuan may face delisting risk due to negative net assets projected for 2025 [21][55]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600666 证券简称：奥瑞德 公告编号：临2026-006 奥瑞德光电股份有限公司 关于对外投资项目的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 投资标的名称：算力设备采购项目（以下简称"本项目"或"项目"） ● 投资金额：本项目投资约人民币1.45亿元（最终以项目建设实际投资为准） ● 本次投资额度在董事会权限范围之内，无需提交股东会审议。本次交易不涉及关联交易，不构成重大 资产重组。 ● 相关风险提示： 1、项目实施延期风险：奥瑞德光电股份有限公司（以下简称"公司"）前期虽已完成项目核心设备供应 链调研，但截至本公告披露日尚未签订正式采购合同，核心设备存在到货延期风险，可能导致项目实施 进度不及预期。 2、业绩不确定风险：公司购买算力设备系从事日常经营活动所需。该业务需进行重资产投入，投资金 额较大，后续经营过程中服务费价格可能受宏观经济及行业政策变化、技术迭代、市场竞争等多重不确 定因素影响而发生波动，业绩存在重大不确定性。 3、 ...

Core Viewpoint - Shanghai Yizhong reported a significant increase in net profit for 2025, driven by the inclusion of its core product in the national medical insurance directory and increased R&D investments [2]. Group 1: Company Performance - Shanghai Yizhong's total revenue for 2025 reached approximately 317.08 million yuan, a year-on-year increase of 82.72%, with net profit soaring by 819.42% to about 64.13 million yuan [2]. - Chipway Technology achieved a revenue of 394 million yuan in 2025, reflecting an 11.52% increase, while net profit decreased by 4.91% to 10.6 million yuan [5]. Group 2: Share Buybacks - XGIMI Technology plans to repurchase shares with a total fund of no less than 50 million yuan and no more than 100 million yuan, at a price not exceeding 159.51 yuan per share [3]. - Lexin Technology also intends to repurchase shares with a similar financial commitment, with a maximum price of 170.29 yuan per share [3]. Group 3: Risk Warnings - ST Kaiyuan anticipates a potential delisting risk warning due to expected negative net assets for 2025 [4]. Group 4: Important Investments - Aorui Technology's subsidiary plans to invest approximately 145 million yuan in computing power equipment [7]. - ZTE Corporation intends to invest 117 million yuan in a fund focused on new generation information technology and advanced manufacturing [10]. - Dawn Holdings is set to acquire a plastic and engineering plastic compound business in Vietnam for approximately 15.74 million USD [11]. Group 5: New Projects and Developments - Guangdong Electric Power A announced the successful commissioning of its Maoming Bohua Power Plant, with a total investment of 7.48 billion yuan and an expected annual power generation of 8.6 billion kWh [12]. - Ugreen Technology has submitted an application for H-share listing on the Hong Kong Stock Exchange [12].

| | | 2月2日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 万丰股份 | 分散染料等产品价格未来预计变动幅度及其持续性存在不确定性 | | | 长飞光纤 | 与数据中心相关的新型产品占全球光纤光缆市场需求总量的比例较小 | | 项目投资 | 奥瑞德 | 深圳智算力拟投资约1.45亿元购买算力设备向客户提供服务 | | 合同中标 | 远东股份 | 子公司1月份中标/签约合计30.75亿元合同订单 | | 股权转让 | 国能目新 | 拟取得萨纳斯智维控制权 | | 业绩 | 芯导科技 | 2025年净利润1.06亿元,同比下降4.91% 拟10派4.3元 | | 回购 | 极米科技 | 拟斥资5000万元至1亿元回购股份 | | 增减持 | 钩威电子 | 珠海晟澜拟减持不超过3%股份 | | 其他 | 粤电力A | 茂名博贺电厂3、4号2×1000MW机组工程项目投产 | | | ST开元 | 公司股票交易可能被实施退市风险警示 に簡屋に | 【热点】 甘咨询(000779.SZ)：拟将子公司交通监理持有的华顺交通80%股权划转至公司子公司建设 ...