李资远表示，校友组织体系的持续健全与机制创新，为"校友回归"工作奠定了坚实基 础。一方面，通过多元化网络与精准化服务，增强了校友群体对母校的情感认同与价值归属 感；另一方面，依托区域协同机制，推动校友智力资源、资本要素与地方产业需求的精准匹 配，有效提升了招商引资、招才引智的实际效能。 在青年人才培养方面，学校打造"创业论坛"品牌活动，定期邀请陈东升、雷军等校友企 业家返校授课，分享创业历程与产业洞察；实施"鲲鹏校友导师计划"，组织校友企业家为在 校生提供职业规划、实习实践等常态化指导；还依托雷军班、中法数学班、"蓝月亮—鲲鹏 班"、弘毅学堂等特色项目，大力培养拔尖创新人才，培养学生情感认同，引导毕业生留鄂 留汉就业创业。 为了将校友工作嵌入地方经济发展脉络，在招才引智方面，武汉大学围绕湖北发展战 略、聚焦关键领域，在校友中常态化开展举贤引才活动，多渠道多源头集聚高层次人才；与 校友企业建立特聘教授、产业教授、产业导师等双向合作模式，为地方产业发展储备人才智 力资源。 编辑：熊展平 6月9日，湖北省"抓创业促就业"系列行动之"校友回归"工作新闻发布会在汉举行。会 上，武汉大学副校长李资远表示，自2017年"资 ...

Group 1 - Yihui Lithium Energy plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance capital strength and international brand image, aiming to expand its international market presence and global competitiveness [1] - The issuance will consider the interests of existing shareholders and the conditions of domestic and international capital markets, with the timing and window for issuance to be determined later [1] - The plan requires approval from the shareholders' meeting and relevant regulatory authorities, making future developments noteworthy [1] Group 2 - Defang Nano announced a capital increase for its subsidiary Defang Chuangyu, introducing strategic investors such as Guoxin Capital and Chengdu Industrial Investment, with a total investment of 100 million yuan [2] - After the capital increase, Defang Nano's ownership in Defang Chuangyu will decrease to 42.84%, but the company will maintain control [2] - The transaction does not involve related party transactions or constitute a major asset restructuring, and does not require approval from regulatory authorities, showcasing the company's flexibility in capital market operations [2] Group 3 - Dexin Technology clarified that it does not directly produce solid-state batteries, but its subsidiary provides precision molds and products for lithium battery production, which can be used in solid-state battery manufacturing [3] - Sales revenue from products used in solid-state battery production accounts for less than 1% of the company's total revenue for 2024, yet the company emphasizes the importance of every customer [3] - The announcement serves as a reminder for investors to rationally assess market trends and be aware of investment risks [3]

继宁德时代之后，亿纬锂能也踏上赴港之路，原因基本差不多，出海。 【DT新材料】 获悉， 6月9日， 亿纬锂能 公告称，为进一步提高资本实力和综合竞争力，提升国际 化品牌形象，满足国际业务发展需要， 公司拟发行H股股票并在香港联交所主板挂牌上市 。本次发 行上市尚需提交公司股东大会审议，并需要取得相关政府机关、监管机构、证券交易所批准、核准或 备案。 据悉，亿纬锂能2024年实现营收486.15亿，同比下降0.35%，毛利率17.14%；扣除非经常性损益的 净 利 润 为 31.62 亿 ， 同 比 增 长 14.76% 。 其 中 ， 储 能 电 池 实 现 营 业 收 入 190.27 亿 元 ， 同 比 增 长 16.44%，毛利率14.72%。 动力电池 实现营业收入191.67亿元，同比下降20.08%，毛利率14.21%。 从出货情况看 ： 储能电池 2024年出货量达50.45GWh，同比增幅91.90% ，储能电芯2024年出货量 稳居全球第二。 动力电池 出货30.29GWh，同比增长7.87%， 2024年在商用车电池国内市场份额为 12.15%，排名第二。 消费电池 领域，锂亚硫酰氯电池、 ...

（原标题：上市公司动态 | 海光信息公布换股合并中科曙光方案，亿纬锂能拟H股上市，华海药业收FDA警告信） 重点要闻 海光信息拟1160亿元换股吸收合并中科曙光 中科曙光与海光信息筹划由海光信息通过向中科曙光全体A股换股股东发行A股股票的方式换股吸收合并中科曙光，并发行A股股票募集配套资 金。参与本次换股的中科曙光股票为14.63亿股，若不考虑合并双方后续可能的除权除息等影响，按照换股比例1:0.5525计算，海光信息为本次换 股吸收合并发行的股份数量合计为8.08亿股。吸收合并方换股价格为143.46元/股，被吸收合并方换股价格为79.26元/股。本次换股吸收合并中，海 光信息拟购买资产的交易金额为换股吸收合并中科曙光的成交金额，为1159.67亿元。本次换股吸收合并完成后，中科曙光将终止上市，海光信息 将承继及承接中科曙光的全部资产、负债、业务、人员、合同及其他一切权利与义务。 据悉，5月25日海光信息宣布换股吸收合并服务器巨头中科曙光，合并后公司市值将超4000亿元。其中，中科曙光在高端计算、服务器整机、云计 算与系统平台方面有着深厚的技术积累与客户基础，2024年营业收入131.48亿元，同比下降8. ...

5．6月9日，国家统计局发布数据显示，5月份居民消费价格指数（CPI）环比下降0.2%，同比下降 0.1%；工业生产者出厂价格指数（PPI）环比下降0.4%，降幅与上月相同，同比下降3.3%，降幅比上月 扩大0.6个百分点。 重要的消息有哪些 6月10日（周二）申购提示 新股方面，华之杰申购代码732400，发行价19.88元/股，申购上限0.80万股。 投资有风险，申购需谨慎。 1．当地时间6月9日，中共中央政治局委员、国务院副总理何立峰与美方在英国伦敦开始举行中美经贸 磋商机制首次会议。（新华社） 2．中办、国办印发《关于进一步保障和改善民生着力解决群众急难愁盼的意见》。意见从增强社会保 障公平性、提高基本公共服务均衡性、扩大基础民生服务普惠性、提升多样化社会服务可及性等方面作 出部署，提出全面取消在就业地参加社会保险的户籍限制、支持引导有条件的地方将生育保险生育津贴 按程序直接发放给参保人、合理提高最低工资标准、稳步推进灵活就业人员参加住房公积金制度、加大 保障性住房供给、新建改扩建1000所以上优质普通高中等多项举措。 3．国务院新闻办公室将于2025年6月10日（星期二）上午10时举行新闻发布会，请 ...

证 券 研 究 报 告 供给回归有序，需求韧性较好，静待周期复苏 2025下半年电新行业投资策略 | 证券分析师：马天一 | A0230525040004 | | --- | --- | | 李冲 | A0230524070001 | | 王艺儒 | A0230523110003 | | 刘宏达 | A0230524020002 | | 研究支持： | 曾子栋 A0230123070004 | 2025.06.09 投资要点 www.swsresearch.com 证券研究报告 2 • 锂电：锂电需求保持韧性，固态及重卡景气度提升。24年全球新能源车渗透率为19%，仍处于较低水平，我们预计25年全球 主要车企有望推出新平台新车型，同时电池成本下降下，未来全球新能源车渗透率有望稳步提升，叠加光储平价驱动储能在 全球范围内需求释放，预计25年动力+储能+消费电池出货达到1.6TWh，同比增长18%。锂电需求保持韧性下，固态电池推 广日趋加快，电动重卡等新场景加速电动化。25年以来，固态上中下游纷纷发布相关固态电池产品及验证进度，目前半固态 电池有望逐步进入大批量量产，全固态电池产品正密集下游测试，固态锂电设备及电 ...

Core Viewpoint - The report provides a detailed account of the fundraising activities and the utilization of the raised funds by Huizhou EVE Energy Co., Ltd., confirming compliance with regulatory guidelines and reflecting the company's financial management practices [1][2][3]. Fundraising Overview - In 2020, the company raised approximately RMB 2.5 billion by issuing 48,440,224 shares at a price of RMB 51.61 per share, with a net amount of RMB 2.48 billion after deducting issuance costs [3]. - In 2022, the company raised RMB 9 billion by issuing 142,970,611 shares at a price of RMB 62.95 per share, with the funds received on November 24, 2022 [3]. Fund Management - The company has established a special account management system for the raised funds to ensure their proper use, in compliance with relevant laws and regulations [3][4]. - As of December 31, 2024, the balance of the special account for the 2020 fundraising was RMB 14.31 million, while the balance for the 2022 fundraising was RMB 677.53 million [9]. Fund Utilization - By December 31, 2024, the total amount utilized from the 2020 fundraising was RMB 2.38 billion, while RMB 6.58 billion was utilized from the 2022 fundraising [5][6]. - The company has made adjustments to the use of funds, reallocating some to the "Passenger Vehicle Power Battery Project (Phase III)" [5][6]. Investment Projects - The company committed to invest RMB 897.36 million in various projects, with actual investments amounting to RMB 657.58 million, resulting in a difference of RMB 239.78 million primarily due to ongoing payments for the "Passenger Vehicle Lithium-ion Battery Project" [6][10]. - The projects include the "HBF16GWh Passenger Vehicle Lithium-ion Battery Project," which has reached its intended operational status, with some payments pending [6][10]. Financial Performance - The report indicates that the actual investment amounts align with the disclosed information, with no discrepancies noted in the fundraising utilization compared to previous disclosures [11].

今日聚焦 1、6连板共创草坪：国内相关足球体育赛事的举办对公司经营活动和经营业绩的影响较小 共创草坪(605099.SH)公告称，公司股票价格连续两个交易日内日收盘价格涨幅偏离值累计超过20%， 属于股票交易异常波动情形。经核实，公司生产经营情况正常，内外部经营环境未发生重大变化，不存 在应披露而未披露的重大事项。公司主营业务为人造草坪，国内运动草占主营业务收入的比重较低，并 非公司收入的主要来源，国内相关足球体育赛事的举办对公司经营活动和经营业绩的影响较小。公司特 别提醒广大投资者注意二级市场交易风险，理性决策，审慎投资。 2、5天3板昂利康：公司在研创新药项目ALK-N001尚处于I期临床试验阶段 昂利康(002940.SZ)公告称，公司股票连续两个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易 异常波动。经核实，公司前期披露信息无需要更正或补充事项，近期公共传媒未报道可能对公司股票交 易价格产生较大影响的未公开重大信息，公司经营正常，主营业务未变，内外部经营环境未发生重大变 化。公司及控股股东、实际控制人不存在应披露而未披露的重大事项或筹划阶段重大事项。控股股东和 实际控制人在股票交易异常波动期间 ...

Core Viewpoint - The company plans to issue H shares and list them on the Hong Kong Stock Exchange to enhance its capital strength, competitiveness, and international brand image, aligning with its global strategy [2][3][4]. Group 1: H Share Issuance - The Supervisory Board approved the proposal for the issuance of H shares, which will be listed on the Hong Kong Stock Exchange [1][2]. - The issuance aims to meet the needs of the company's international business development and does not harm the interests of shareholders, especially minority investors [2][3]. - The proposed H shares will have a nominal value of RMB 1 and will be offered in foreign currency [2][4]. Group 2: Issuance Plan and Approval - The issuance plan includes both public offerings in Hong Kong and international placements to qualified institutional investors [3][4]. - The final issuance scale will be determined based on market conditions and regulatory approvals, with a maximum of 15% over-allotment option [4][5]. - The pricing of the shares will be market-driven, considering existing shareholders' interests and investor acceptance [5][6]. Group 3: Fund Utilization - The funds raised from the issuance will be used for overseas factory construction, global capacity expansion, and working capital supplementation [9][10]. - The company will have the authority to adjust the specific use of the raised funds based on regulatory feedback and operational needs [10]. Group 4: Corporate Structure Changes - Following the issuance, the company will transition to a foreign-funded joint-stock company, which complies with relevant laws and regulations [7][8]. - The validity period for the resolutions related to the issuance is set for 24 months from the date of approval by the shareholders' meeting [8][12]. Group 5: Previous Fund Usage and Auditing - The Supervisory Board reviewed and approved the report on the usage of previously raised funds, confirming compliance with regulations and no misappropriation of funds [9][10]. - The company has appointed an auditing firm for the H share issuance process [11].

Meeting Announcement - The company will hold its second extraordinary general meeting of shareholders for 2025 on June 27, 2025, at 14:30 [1] - The meeting will include both on-site and online voting options for shareholders [2][8] Voting Procedures - Shareholders can participate in voting either by attending in person or by authorizing a proxy [2] - Online voting will be available through the Shenzhen Stock Exchange trading system and internet voting system during specified time slots on the meeting day [1][2] Agenda Items - The meeting will discuss several proposals, including the issuance of H shares and related matters [4][5][12] - Proposals require different voting methods, with some needing special resolutions that require a two-thirds majority [7] Registration and Attendance - Shareholders must register for the meeting by providing necessary documentation, including identification and proof of shareholding [3][6] - The meeting will last for half a day, and attendees will bear their own travel and accommodation costs [3][6]