Core Viewpoint - Haier Smart Home is considering a spin-off of its IoT platform, Cosmoplat, for a potential IPO in Hong Kong, aiming to raise approximately $500 million [1] Group 1: Company Overview - Haier Smart Home (600690)(06690) is in discussions with China International Capital Corporation and HSBC regarding the IPO of Cosmoplat [1] - Cosmoplat is an industrial internet platform that provides services to various industries including manufacturing, electronics, molds, textiles, and chemicals [1] Group 2: Financial Aspects - The potential IPO is expected to raise around $500 million, although the specific scale and timing of the listing have not been finalized [1] - The discussions regarding the IPO are ongoing, indicating a strategic move to enhance capital through the public market [1] Group 3: Service Offerings - Cosmoplat encompasses smart supply chain, procurement, manufacturing, and enterprise solutions, highlighting its comprehensive service range [1]

智通财经APP讯，爱威科技(688067.SH)公告，公司以自有资金出资1000万元对麓影科技进行增资。增 资完成后，公司将持有麓影科技9.0744%的股权。据公告信息所示，麓影科技主营业务为国产化高分辨 率单光子发射计算机断层扫描仪(SPECT)及其核心元器件的开发，为医院提供精准、安全、经济、便捷 的分子影像诊断技术方案。核心产品是国产化SPECT和SPECT/CT及其核心元器件，属于高端核医学影 像诊疗设备。 ...

Core Viewpoint - 恒通股份 reported a significant decline in revenue for the first three quarters of 2025, while net profit showed substantial growth, indicating a potential shift in operational efficiency or cost management strategies [1] Financial Performance - The company achieved a revenue of 1.05 billion yuan for the first three quarters, representing a year-on-year decrease of 39.29% [1] - Net profit attributable to shareholders reached 176 million yuan, marking a year-on-year increase of 78.33% [1] - The non-recurring net profit was 171 million yuan, reflecting a year-on-year growth of 77.10% [1] - Basic earnings per share stood at 0.25 yuan [1]

这款机器人其实是一双灵活的"机械手"，它能完成抓取细胞、释放颗粒等精密任务。大小只有40微米左 右，比一根头发丝还要细。它的底部有磁驱动模块，外部磁场发出信号后，磁驱动模块就会像"指南针 （300803）"一样跟着磁场方向运动，带着机械手在微观世界里穿梭，灵活拐弯避开障碍。在酸性环境 下，"双手"会自动闭合；到了碱性环境，"双手"又会松开。这种"遇酸则闭、遇碱则开"的特性，让它不 用人工操控，就能根据环境自动切换工作状态。 经济观察网据央视新闻消息，近日，中国科学院理化研究所最新研发的3D微纳机器人，让纳米医生钻 进身体里治病的梦想成为可能。 虽然现在这台"微型机械手"还在实验室里打磨，但它已经让我们看到了医疗科技的新可能——未来，不 用手术就能精准抓癌细胞，不用挨针就能定向送药。曾经"吞下纳米医生治病"的梦想，正被中国科学家 一步步变成能触摸的现实！ ...

南方财经10月21日电，恒通股份10月21日公告，公司2025年第三季度实现营业收入3.81亿元，同比下降 26.83%；归属于上市公司股东的净利润7656.8万元，同比增加182.55%。前三季度实现营业收入10.5亿 元，同比下降39.29%；归属于上市公司股东的净利润1.76亿元，同比增加78.33%。 ...

格隆汇10月21日丨宁波远洋(601022.SH)公布，截至本公告披露日，公司已就通过现有全资子公司宁波 远洋（新加坡）有限公司投资设立新加坡经航事项取得宁波市商务局颁发的《企业境外投资证书》（境 外投资证第N3302202500465号）和宁波市发展和改革委员会下发的《境外投资项目备案通知书》（甬 发改开放〔2025〕607号），项目总投资额为11.94亿元人民币。新加坡经航已完成新加坡当地的注册登 记手续。 同时，根据公司投资建造船舶项目公开招标结果并与中标单位的磋商沟通，新加坡经航已与中船黄埔文 冲船舶有限公司、中国船舶工业贸易有限公司签署了4份集装箱船建造三方合同，每份合同标的为1艘 2700TEU（36,900载重吨）集装箱船，每份合同金额为2.96亿元跨境人民币，4份合同总金额为11.84亿 元跨境人民币。 ...

格隆汇10月21日丨崇德科技(301548.SZ)在投资者互动平台表示，随着核电景气度上升，公司近年来核 电装备配套订单显著增加，多个核电轴承项目正在商洽中，公司核电轴承在手订单已创新高。 ...

收入增速阶段性表现承压，乘商业务有所分化：公司25Q3 收入同比增速有所放缓，我们判断，主要系 核心业务乘用车EGR 出货量同期高基数影响，25Q3 行业插电混动车型销量同比仅增5.4%，增速较过往 季度明显回落。同时，新能源铁芯业务受主要客户特斯拉在华销量同比下滑2.9%拖累。但受益于天然 气重卡销量同环比双位数增长，对整体业绩形成有效支撑，公司收入表现总体保持稳健。 事件：10 月20 日，公司发布2025 年前三季度业绩公告，实现收入18.1 亿元，同比增长10.1%；归母净 利润2.1 亿元，同比增长36.9%，扣非后归母净利润1.3 亿元，同比下降13.5%。对应Q3 实现收入5.9 亿 元，同比增长0.5%、环比下降5.3%；归母净利润1.1 亿元，同比增长109.8%、环比增长129.1%；扣非后 归母净利润0.3 亿元，同比下降45.1%、环比下降32.5%。 产能爬坡引盈利短期阵痛，总成业务有望驱动修复：公司25Q3 毛利率为15.2%，同比下滑2.7 个百分 点，环比下滑2.8 个百分点，主要系新能源业务仍处产能爬坡期，且新老产品切换对毛利形成阶段性拖 累。当期公司期间费用率同环比上升，主 ...

事项： 燕京啤酒发布2025三季报，1-3Q25实现营收134亿元，同比+4.6%，归母净利17.7亿元，同比+37.4%； 3Q25实现营收49亿元，同比+1.5%，归母净利6.7亿元，同比+26.0%。 平安观点： U8维持增长态势，产品结构持续提升。1-3Q25公司啤酒销量350万千升，同比+1.4%，3Q25啤酒销量 114万千升，同比+0.1%，我们认为公司3Q25收入增长主要得益于产品结构升级。报告期内，公司核心 大单品U8持续保持良好增长态势，有力带动产品结构升级、市场形态焕新和盈利水平提升。渠道端， 公司以"全渠道融合+区域深耕"夯实市场增长基础，加快数字化建设，带动运营效率提升。 成本红利持续兑现，降本增效盈利提升。3Q25公司毛利率50.2%，同比+2.2%，毛利率持续优化，成本 红利释放。3Q25公司销售/管理/研发费用率分别为13.8%/10.1%/1.7%，同比分别-0.1/-0.9/-0.02pct，降本 增效卓有成效。3Q25公司归母净利率13.7%，同比+2.7pct。 看好盈利能力提升，维持"推荐"评级。展望未来，我们认为伴随公司以U8为首的中高档产品持续放 量，以及随费用控 ...

Core Insights - The company is a leading semiconductor enterprise in China with integrated capabilities across the entire industry chain, including chip design, mask manufacturing, wafer fabrication, and packaging testing [1] - The company achieved a revenue of 5.218 billion yuan, a year-on-year increase of 9.62%, and a net profit attributable to shareholders of 339 million yuan, a year-on-year increase of 20.85% [1] Group 1: Business Performance - The semiconductor industry is experiencing a mild recovery in the first half of 2025, leading the company to expand production and maintain a high overall capacity utilization rate [1] - The company has implemented various cost reduction and efficiency enhancement measures, contributing to profit growth [1] Group 2: AI Application and Market Expansion - The company is deeply engaged in AI applications, focusing on consumer electronics (such as AI smartphones and AI PCs) and the electrification and intelligence transformation of automotive electronics [2] - The company is also expanding into emerging fields such as smart driving, low-altitude economy, and data centers, providing diversified growth opportunities [2] - In the first half of the year, the share of the new energy sector (vehicles and renewables) accounted for 44%, consumer electronics 38%, industrial equipment 9%, and communication equipment 9% [2] Group 3: Manufacturing and Quality Improvement - The company is enhancing wafer processing and packaging capabilities, with several technology platform products entering risk production [3] - The packaging business has seen significant capacity utilization improvements, with a year-on-year increase of 27% [3] - The company has established R&D capabilities for 55nm technology and improved production output for products with technology nodes ≤0.18um by 22% year-on-year [3] Group 4: Financial Projections - The company is projected to achieve revenues of 11.42 billion yuan, 12.91 billion yuan, and 14.47 billion yuan for the years 2025, 2026, and 2027, respectively [4] - The net profit attributable to shareholders is expected to be 950 million yuan, 1.21 billion yuan, and 1.61 billion yuan for the same years [4]