截至发稿，郭敏累计任职时间3年352天，现任基金资产总规模1.37亿元，任职期间最佳基金回报 57.27%， 任职期间最差基金回报-31.8%。 数据显示，信达澳亚基金旗下1只基金重仓海目星。信澳新材料精选混合A（019468）三季度持有股数 1.94万股，占基金净值比例为5.66%，位居第三大重仓股。根据测算，今日浮盈赚取约6.21万元。 信澳新材料精选混合A（019468）成立日期2023年11月29日，最新规模1004.72万。今年以来收益 9.92%，同类排名722/8838；近一年收益51.42%，同类排名2212/8089；成立以来收益57.33%。 信澳新材料精选混合A（019468）基金经理为郭敏。 1月14日，海目星涨5.31%，截至发稿，报63.61元/股，成交4.05亿元，换手率2.68%，总市值157.60亿 元。 资料显示，海目星激光科技集团股份有限公司位于广东省深圳市龙华区观湖街道鹭湖社区观盛五路科姆 龙科技园B栋，成立日期2008年4月3日，上市日期2020年9月9日，公司主营业务涉及消费电子、动力电 池、钣金加工等行业激光及自动化设备的研发、设计、生产及销售。主营业务收入构成为 ...

太空光伏能"盘活"钙钛矿？ 日前，海目星声称自己是晶科和天合的激光设备核心供应商，直言公司已经与头部光伏电池组件厂深入研发钙钛矿叠层电池。 星舰火箭理论上可支撑300-500GW/年的部署能力，计划每年向太阳同步轨道发射100万吨级卫星，每颗卫星提供100千瓦的AI算力，相当于部署100万颗卫 星，通过高带宽激光连接到Starlink星座，从而每年新增总计100GW的计算能力——近期，埃隆·马斯克的大胆设想，旋即让"太空光伏"成为资本与产业界 的热议风暴。 目前，钙钛矿电池制造中涉及的激光制程主要有P1激光划线、P2激光划线、P3激光划线和P4激光清边。相较于以往的光伏技术路线，钙钛矿电池对于激 光设备有着更高的技术要求。事实上，早在2023年，海目星就曾表示已有销售钙钛矿电池相关定制设备。 据海目星激光2025年半年报显示，海目星激光的光伏业务可为为全球光伏产业提供领先的精密激光加工设备及配套工艺解决方案。核心产品包括TOPCon 电池设备、光伏组件焊接设备、BC电池激光开膜设备、钙钛矿激光划线设备和电池湿法设备等。其中，海目星就有提到公司的客户包括晶科能源、天合 光能和阿特斯等多家全球领先的光伏电池与组件 ...

上证报中国证券网讯（记者 胡嘉树）近日，合合信息集中发布了一系列基于多模态大模型的创新产品，涵盖AI教育、健康管理、基础设施及智能体应用等 多个领域，展示了文本智能技术在不同场景下深度落地的解决方案。 当前，人工智能产业进入"落地为王"的新阶段，合合信息通过其产品矩阵的更新，响应了市场对技术与场景紧密结合的需求。在通用文档处理方面，旗下扫 描全能王推出了"CS-AI一站式智能化文档解决方案"，该方案不仅实现了文档影像的数字化，更提供了涵盖扫描、阅读、编辑与学习的全周期智能服务。它 能够自动修复图像质量，并对文档进行智能重排与排版优化，凭借在文档解析与版面还原领域的技术积累，有望在跨境电商、专业翻译等海外市场获得广泛 应用。 来源：上海证券报·中国证券网 扫描全能王"CS-AI一站式智能化文档解决方案"功能一览 同时，公司将AI能力拓展至教育及健康等垂直场景。面向教育市场，合合信息推出了能够智能识别手写体试卷的AI错题管理工具"蜜蜂试卷"及其海外 版"QuizAI"。这些工具不仅提供自动批改功能，还可根据错题生成拓展练习，实现"举一反三"的个性化学习。在健康领域，新推出的AI饮食助 手"Appediet"允许用 ...

1月12日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在医药、PCB等方 面最新情况： 【医药】 仁和药业：对于鼻病毒感染后引发的相关症状，公司目前有产品可供消费者对症使用 【电池】 【养殖业】 【其他】 子公司宁波南大光电ArF光刻胶的产能为50吨/年 牧原股份：公司建设超健康种猪选育平台，培育更适合中国养殖条件和市场需求的优质种猪 【PCB】 科翔股份：公司800G光模块PCB、服务器用PCB均已实现小批量供货 科翔股份：公司的PCB产品可以应用于航空航天领域 目前已有供货 通光线缆：公司是中航集团、航天科技集团等单位的主要合格供应商 陕西华达：公司深度参与星网、千帆等航天项目，已为星网二期配套产品 必创科技：公司部分产品可针对核聚变领域中的高温等离子体进行光谱学诊断 海目星：已与头部光伏电池组件厂深入研发钙钛矿叠层电池 ...

Core Viewpoint - The company, HaiMuxing, is a core supplier of laser equipment for leading photovoltaic cell manufacturers, Jinko and Trina, and is actively involved in the research and development of perovskite tandem solar cells, which are expected to enhance photoelectric efficiency and wattage per gram (w/g) [1] Group 1 - HaiMuxing has confirmed its role as a core supplier of laser equipment to Jinko and Trina [1] - The company is engaged in deep research and development of perovskite tandem solar cells with leading photovoltaic manufacturers [1] - The perovskite technology is anticipated to improve both photoelectric efficiency and wattage per gram (w/g) [1] Group 2 - The advancements in perovskite tandem solar cells may lead to applications in low Earth orbit satellites and space computing power generation [1]

格隆汇1月12日丨海目星(688559.SH)在投资者互动平台表示，我们已经与头部光伏电池组件厂深入研发 钙钛矿叠层电池，该技术将助力光电效率和瓦克比（w/g）持续上升，后续相关电池有望用于低轨卫星 及太空算力发电。 ...

格隆汇1月12日丨海目星(688559.SH)在投资者互动平台表示，我们已经与头部光伏电池组件厂深入研发 钙钛矿叠层电池，该技术将助力光电效率和瓦克比（w/g）持续上升，后续相关电池有望用于低轨卫星 及太空算力发电。 ...

Core Viewpoint - The stock of HaiMuxing has shown significant growth in recent trading sessions, with a notable increase in both price and trading volume, indicating strong market interest and potential investment opportunities [1][2]. Group 1: Stock Performance - On January 9, HaiMuxing's stock rose by 2.19%, reaching a price of 56.50 CNY per share, with a trading volume of 186 million CNY and a turnover rate of 1.36%, resulting in a total market capitalization of 13.998 billion CNY [1]. - Year-to-date, the stock price has increased by 17.56%, with a 5-day increase of 17.56%, a 20-day increase of 22.64%, and a 60-day increase of 42.68% [1]. Group 2: Financial Performance - For the period from January to September 2025, HaiMuxing reported a revenue of 2.704 billion CNY, reflecting a year-on-year decrease of 25.47%, while the net profit attributable to shareholders was -913 million CNY, a significant decline of 645.04% [2]. Group 3: Business Overview - HaiMuxing Laser Technology Group Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on April 3, 2008. The company was listed on September 9, 2020, and its main business involves the research, design, production, and sales of laser and automation equipment across various sectors [1]. - The revenue composition of the company includes 60.28% from laser and automation equipment for power batteries, 18.04% from 3C consumer electronics, 10.52% from sheet metal laser cutting equipment, 7.98% from the photovoltaic industry, and 3.17% from other sectors [1]. Group 4: Shareholder Information - As of October 31, the number of shareholders for HaiMuxing was 17,700, a decrease of 10.17% from the previous period, with an average of 13,998 shares held per shareholder, an increase of 11.32% [2]. - The top ten circulating shareholders include new entrants such as Hong Kong Central Clearing Limited and several ETFs, indicating a diversification of the shareholder base [3].

Core Viewpoint - The company, HaiMuxing (688559.SH), is the first in the industry to simultaneously pursue dual technology routes of "oxide electrolyte + lithium metal anode" and "sulfide electrolyte + silicon-carbon anode" for solid-state battery equipment, and it has secured commercial mass production orders for solid-state battery equipment [1] Group 1: Technology and Innovation - The company possesses independent intellectual property rights and a strong R&D team to support the development, testing, mass production, and after-sales service of solid-state battery technologies [1] - Innovative equipment developed by the company includes: 1. Micro-embossed ultra-thin coating technology, achieving a coating thickness of 0.5-4μm, which is crucial for enhancing the quality and energy density of solid-state batteries [1] 2. Ultra-thin multi-layer coating technology reduces the coating thickness of silicon-carbon anodes to 7.5-15μm, over 80% thinner than traditional processes, enabling ultra-thin coating for high-silicon anodes [1] 3. Lithium metal foil production utilizes ultra-fast laser non-contact processing, effectively avoiding issues related to traditional die cutting [1] 4. Ultra-fast laser scribing technology enhances battery cycle life and rate performance by constructing micro-gas channels [1] - The company is the first in the industry to apply ultra-fast laser technology to solid-state batteries, achieving industry-leading advancements in lithium metal cutting and scribing insulation processes [1]

1月7日，智通财经记者获悉，欣界能源已给亿航216系列eVTOL供应固态锂金属电池，后者已经完成全 国首例无人驾驶载人类航空器跨海峡飞行。 猎鹰固态锂金属电池的能量密度突破480Wh/kg，较当前主 流航空电池提升1.5-2倍以上。智通财经记者从产业链获悉，深圳海目星是该固态电池生产的设备总包 商。 ...