记者以求职者的身份询问，一位招工中介向记者表示："（新款）iPhone马上就要发布了，所以7月初刚 开招那阵是高峰，时薪能给到30元，现在大规模招人快结束了，时薪一路降到26.5元，不过干满一个月 有500元满月补助，算下来实际时薪能到27.5元，比往年同期的23~25元还是高一些。" 该中介表示："高峰过了，工价自然没那么高，但待遇在郑州普工中还是挺高的。"中介屋子中还有几名 求职者，表示希望能到富士康工作。 中介人员介绍，目前招工大致有3种工资模式：时薪26.5元；做满一个月，加上补助大概能达到时薪27.5 元；做满90天，除底薪外返费8500元。据介绍，富士康每月会提供400元餐补，"吃多少扣多少"。 上文提到的富士康员工介绍，6月15日至今，其已经为富士康经开区厂区招了800余人，他说："小时工 大概每天工作10小时，每月7000多元，干满3个月能挣2万多元吧。"不过据介绍，富士康工资每月分两 次发放，每月7日发上月基础部分工资、15日发剩余金额。 每经记者｜王佳飞 每经编辑｜魏官红 通常来说，每年9月是苹果发布新款iPhone手机的时间，每年年中都是iPhone新机的关键备货期，对代 工巨头富士康科 ...

8月19日，美国影像技术公司柯达KODK发布澄清声明，否认部分媒体关于其即将停止运营、终止业务或申 请破产保护的不实报道。声明指出，相关报道源于对柯达向美国证券交易委员会（SEC）提交的第二季度财 报中"持续经营披露"的技术性信息的误解。柯达强调，公司没有停止运营、终止业务或申请破产的计划，并 将在债务及优先股到期前完成偿还、展期或再融资。 广东：鼓励企业聚焦可重复使用液体火箭发动机等领域开展核心技术攻关 广东省人民政府办公厅印发《广东省推动商业航天高质量发展若干政策措施（2025—2028年）》，其中提 出，加强关键核心技术攻关。鼓励企业聚焦可重复使用液体火箭发动机、新一代低成本卫星和关键载荷、卫 星星座组网与测运控、直连卫星通信等领域开展核心技术攻关，以应用基础研究、创新产品研发和技术验证 示范为重点，优先纳入省、市相关科技计划项目支持方向。支持企业申报"国家重大科技专项""国家重点研 发计划项目""国家国防科技项目"，符合配套条件的国家重大科技专项项目，省级按照规定给予不超过50% 的配套资金支持。支持企业加大研发投入，落实企业研发支出100%税前加计扣除政策。 我国动产融资市场总体规模约15万亿元 从 ...

Group 1 - The AI glasses concept sector increased by 2.54%, ranking 7th among concept sectors, with 124 stocks rising, including Kosen Technology, Renhe Pharmaceutical, and Huashengchang hitting the daily limit [1][2] - The leading stocks in the AI glasses sector included Zhuozhao Point Glue, Aiwei Electronics, and Chip Origin, which rose by 19.67%, 15.85%, and 15.52% respectively [1][2] - The stocks with the largest declines included *ST Xinyuan, Sixuan New Materials, and Diaomicro, which fell by 4.26%, 3.47%, and 3.39% respectively [1][2] Group 2 - The AI glasses sector attracted a net inflow of 4.645 billion yuan, with 79 stocks receiving net inflows, and 19 stocks exceeding 100 million yuan in net inflows [2] - The top stock for net inflow was ZTE Corporation, with a net inflow of 1.374 billion yuan, followed by Sanan Optoelectronics, Changying Precision, and Crystal Optoelectronics with net inflows of 760 million yuan, 336 million yuan, and 308 million yuan respectively [2][3] Group 3 - The highest net inflow ratios were seen in Renhe Pharmaceutical, Kosen Technology, and Sanan Optoelectronics, with net inflow ratios of 73.29%, 56.75%, and 24.62% respectively [3] - The AI glasses concept funding inflow list included ZTE Corporation, Sanan Optoelectronics, and Changying Precision, with respective daily price increases of 5.66%, 9.98%, and 2.99% [3][4]

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 果链指数 | 3.70 | 猴痘概念 | -0.86 | | AI手机 | 2.77 | 重组蛋白 | -0.85 | | 国家大基金持股 | 2.76 | 辅助生殖 | -0.81 | | MCU芯片 | 2.60 | 高压氧舱 | -0.68 | | 丙烯酸 | 2.56 | 肝炎概念 | -0.67 | | 智能音箱 | 2.55 | CRO概念 | -0.64 | | AI眼镜 | 2.54 | 细胞免疫治疗 | -0.60 | | 白酒概念 | 2.40 | 华为盘古 | -0.56 | | 金属锌 | 2.39 | 中船系 | -0.55 | | 汽车芯片 | 2.39 | 仿制药一致性评价 | -0.53 | 截至8月20日收盘，果链指数概念上涨3.70%，位居概念板块涨幅第1，板块内，17股上涨，安洁科技涨 停，水晶光电、中石科技、领益智造等涨幅居前，分别上涨7.94%、7.47%、7.03%。跌幅居前的有工业 富联、赛腾股份、东山精密等，分别下跌2.04%、0.79%、 ...

截至8月20日收盘，智能音箱概念上涨2.55%，位居概念板块涨幅第6，板块内，47股上涨，科森科技、 惠威科技、安洁科技等涨停，芯原股份、炬芯科技、瑞芯微等涨幅居前，分别上涨15.52%、7.23%、 7.09%。跌幅居前的有福日电子、格利尔、紫建电子等，分别下跌9.67%、6.59%、2.49%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 同花顺果指数 | 3.70 | 猴痘概念 | -0.86 | | AI手机 | 2.77 | 重组蛋白 | -0.85 | | 国家大基金持股 | 2.76 | 辅助生殖 | -0.81 | | MCU芯片 | 2.60 | 高压氧舱 | -0.68 | | 丙烯酸 | 2.56 | 肝炎概念 | -0.67 | | 智能音箱 | 2.55 | CRO概念 | -0.64 | | AI眼镜 | 2.54 | 细胞免疫治疗 | -0.60 | | 白酒概念 | 2.40 | 华为盘古 | -0.56 | | 金属锌 | 2.39 | 中船系 | -0.55 | | 汽 ...

Core Viewpoint - Luxshare Precision, known as a major player in the Apple supply chain, has made significant progress towards its secondary listing in Hong Kong by submitting its main board listing application on August 18 [1][3] Company Overview - Luxshare Precision's stock price slightly decreased to 39.1 CNY per share as of August 19, with a total market capitalization of 283.6 billion CNY [1][2] - The company is a core supplier for Apple and is expected to raise over 1 billion USD through its IPO, primarily to support its globalization strategy [3] Financial Performance - From 2022 to 2024, Luxshare's revenue is projected to grow from 214.03 billion CNY to 268.80 billion CNY, with a compound annual growth rate exceeding 10% [4] - The net profit attributable to shareholders is expected to increase from 9.16 billion CNY to 13.37 billion CNY, reflecting a growth rate of 45.8% [4] - In Q1 2025, the company achieved year-on-year revenue and net profit growth of 17.90% and 23.17%, respectively [4] Business Strategy - Luxshare's core business remains in consumer electronics, but it is diversifying into automotive electronics, which has become a new growth area [4] - The company has made strategic acquisitions, including the purchase of Fujian Yuanguang Electric, to enter the automotive sector and is accelerating its global expansion in this field [4] - In September 2024, Luxshare initiated the acquisition of the German automotive wiring harness company Leoni Group, enhancing its position in the global supply chain [4] Market Position - As of 2024, Luxshare's overseas revenue contribution reached 87.6%, with production bases across Asia, Europe, the Americas, and Africa [4] - The company maintains a high customer concentration, with the top five customers accounting for 78.5% of sales, and Apple alone representing 70.74% [5]

Group 1 - The core point of the news is that Luxshare Precision (立讯精密) has submitted an application for an initial public offering (IPO) on the Hong Kong Stock Exchange, aiming to expand its market presence [1] - Luxshare Precision has achieved a market capitalization of 290.4 billion RMB as of August 20, 2025, reflecting its growth in the precision smart manufacturing sector [2] - The company reported revenues of 214 billion RMB, 231.9 billion RMB, and 268.8 billion RMB for the years 2022, 2023, and 2024 respectively, with net profits of 10.5 billion RMB, 12.2 billion RMB, and 14.6 billion RMB during the same period [2] Group 2 - The business segments of Luxshare Precision include consumer electronics, automotive electronics, communication and data centers, and others, with consumer electronics contributing 86.7% of total revenue in 2024 [3] - The company relies heavily on a single major customer, with revenue from this customer accounting for 73.3%, 75.2%, and 70.7% of total revenue in 2022, 2023, and 2024 respectively [3] - Luxshare Precision is diversifying its revenue streams by expanding into automotive electronics and communication sectors, with automotive electronics revenue growing at a compound annual growth rate (CAGR) of 49.6% from 2022 to 2024 [4] Group 3 - The company is also investing in robotics, with a project in Changshu that has a total investment of 5 billion RMB, expected to achieve an annual output value of 10 billion RMB upon completion [4] - The funds raised from the IPO will be used to expand and upgrade existing production bases, particularly for automotive and consumer electronics, as well as for technology research and development [5]

Group 1: Company Overview - Double Power Co., Ltd. is a leading company in the energy storage business within the big data and communications sector, focusing on the design, research, manufacturing, and sales of energy storage batteries and systems [1][2] - The company plans to globally offer 58.557 million H-shares, with a total market value of HKD 6.048 billion post-IPO, and is set to list on August 26 [1] - The company has served five of the world's top ten telecommunications operators and nearly 30% of the top 100 global telecommunications operators [1][2] Group 2: Financial Performance - The company has shown steady revenue growth over the past three years, with revenues of RMB 4.072 billion, RMB 4.260 billion, and RMB 4.500 billion for 2022, 2023, and 2024 respectively [2] - Gross profits for the same years were RMB 690 million, RMB 867 million, and RMB 751 million, with gross margins of 16.9%, 20.3%, and 16.7% [2] - Net profits for the years were RMB 281 million, RMB 385 million, and RMB 353 million [2] Group 3: Market Position and Industry Outlook - According to Frost & Sullivan, Double Power Co., Ltd. ranks first in global shipments of energy storage batteries for telecommunications and data centers, with a market share of 11.1% in 2024 [1][2] - The global demand for communication networks is expected to grow due to the rapid adoption of technologies such as mobile communications, IoT, big data, AI, and 5G [2] - The global new installed capacity for communication energy storage is projected to increase from 25.1 GWh in 2020 to 43.9 GWh in 2024, with a compound annual growth rate of 15% [2] Group 4: Other Companies - Jiaxin International Resources is set to list on August 28, focusing on the development and operation of the Bakuta tungsten mine, which has the largest proven tungsten resource among open-pit tungsten mines globally [3][4] - The Bakuta tungsten mine has an estimated resource of 108 million tons, containing 22.73 million tons of WO3, and is included in the Belt and Road Initiative [3][4] - The company aims to achieve an annual mining and mineral processing capacity of 3.3 million tons of tungsten ore by 2025, increasing to 4.95 million tons by 2027 [4]

Market Overview - The Hang Seng Index is expected to challenge the 26,000 point mark due to stable economic conditions in mainland China and a lack of immediate economic stimulus plans, despite limited corporate profit improvements [2] - The recent agreement between the US and China to extend the tariff truce and the active trading in Hong Kong stocks indicate a positive risk appetite among investors [2][3] - The upcoming performance announcements from major tech companies could provide momentum for the market [2] Sector Focus - Key market focus includes the release of China's LPR rates and quarterly results from companies like Hong Kong Exchanges and Clearing, Baidu, and others [3] - The unemployment rate for the 16 to 24 age group in mainland China rose to 17.8%, indicating economic challenges [3][10] - The People's Bank of China is initiating a pilot program for "loan transparency" to reduce corporate financing costs [10] Corporate News - Pop Mart's net profit for the first half of the year increased nearly fourfold, exceeding expectations [4] - China Resources Beer reported a 23% increase in net profit, surpassing forecasts [4] - Sunny Optical's mid-year net profit rose by 52.6%, also beating expectations [4] - Xiaomi's adjusted net profit surged by 75%, with a forecast of 30% revenue growth for the year [4] - XPeng Motors narrowed its second-quarter losses to 480 million yuan, better than expected [4] - Ping An Good Doctor's mid-year net profit increased by over 130%, exceeding expectations [4] - WuXi Biologics reported a 56% increase in mid-year profit, surpassing forecasts [4] International Market Outlook - The US Federal Reserve maintained interest rates, indicating a cautious approach towards future rate cuts due to persistent inflation concerns [5] - The Fed's projections suggest a total of four rate cuts by 2027, reflecting a slow pace in monetary easing [5] - OPEC+ is expected to increase supply, limiting the upward potential for international oil prices amid trade tensions affecting demand [5] Index Performance - The Hang Seng Index closed at 25,123, down 0.21% year-to-date performance is up 25.24% [6] - The Hang Seng Tech Index decreased by 0.67%, with a year-to-date increase of 24.04% [6] - The S&P 500 and Nasdaq saw declines of 0.59% and 1.46% respectively, while the Dow Jones remained flat [7] Emerging Trends - The robotics sector is seeing rapid adoption across various applications, with new products showcased at the World Robot Conference [8] - Online healthcare stocks are benefiting from increasing drug sales penetration and clearer industry regulations [8] - The electric vehicle market is witnessing a surge in new car releases, with some manufacturers raising their annual sales targets [8] Company Developments - Luxshare Precision is seeking to raise approximately 7.8 billion HKD through an IPO in Hong Kong, with a market valuation exceeding 280 billion yuan [11] - Sunny Optical's revenue for the first half of the year increased by 4.2%, driven by growth in automotive and mobile-related products [11] - Xiaomi's smartphone shipments are projected to reach approximately 175 million units this year, despite a challenging market environment [11] - XPeng Motors anticipates a significant increase in vehicle deliveries for the third quarter, projecting a year-on-year growth of approximately 142.8% to 153.6% [11] - NIO has adjusted the price of its 100kWh battery pack, reflecting ongoing competitive dynamics in the EV market [11]

Core Viewpoint - Luxshare Precision Industry Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, aiming for an "A+H" listing after being listed on the Shenzhen Stock Exchange since September 2010 [4]. Company Overview - Luxshare Precision is a precision manufacturing innovation technology company providing integrated development and manufacturing solutions across various fields, including consumer electronics, automotive electronics, and communication and data centers [4]. - According to Frost & Sullivan, Luxshare ranks fourth globally and first in mainland China in the precision manufacturing solutions (PIMS) industry by revenue in 2024, with a comprehensive and diverse product portfolio [4]. Financial Performance - Revenue and profit figures for Luxshare from 2022 to 2024 are as follows: - 2022: Revenue of 214.03 billion RMB, Profit of 10.49 billion RMB - 2023: Revenue of 231.91 billion RMB, Profit of 12.24 billion RMB - 2024: Revenue of 268.79 billion RMB, Profit of 14.58 billion RMB [6]. - In Q1 2025, Luxshare reported revenue of 61.79 billion RMB, a year-on-year increase of 17.9%, and a profit of 3.38 billion RMB, up 31.25% year-on-year [5]. Leadership - Wang Laichun, the founder and controlling shareholder of Luxshare, has a notable background, transitioning from a factory worker to a prominent business leader with a market value exceeding 200 billion RMB [7]. - Wang's compensation has seen significant growth, with 2024's salary reaching 7.33 million RMB, a 266.65% increase compared to previous years [7][8]. Wealth Ranking - Wang Laichun's wealth is estimated at 61.5 billion RMB, ranking her 362nd on the 2025 Hurun Global Rich List, an increase of 65 places from the previous year [10]. - On the 2024 Hurun China Rich List, she ranks 59th with a wealth of 62 billion RMB, becoming the richest woman in Chaoshan [10][13].