长江商报记者注意到，近年来，纳睿雷达积极聚焦主营业务，并持续开发新产品，拓宽应用领域，盈利能力显著 增强。 日前，纳睿雷达发布重组草案，公司拟作价3.7亿元，通过发行股份及支付现金的方式，购买天津希格玛微电子技 术有限公司(以下简称"天津希格玛")100%的股权，并募集配套资金不超过1.85亿元。 据了解，本次交易围绕纳睿雷达相控阵雷达主业纵向补链。通过整合天津希格玛的技术与供应链资源，纳睿雷达 将在巩固低成本产业化优势的同时，构建底层芯片技术自主可控，提升雷达产品的技术竞争力。 2025年一季度，纳睿雷达实现营业收入5819.04万元，同比增长84.8%；归属于上市公司股东的净利润(净利润，下 同)为2166.56万元，同比增长412.7%。截至3月末，纳睿雷达2025年新增签合同金额约为1.12亿元，同比增长 249.63%。 本次交易中，交易对手方也做出业绩承诺，即2025年至2027年，天津希格玛的净利润累计不低于7800万元。 拟3.7亿收购天津西格玛100%股权 根据重组草案，纳睿雷达拟通过发行股份及支付现金的方式购买天津希格玛100%的股权。 本次交易中，天津希格玛100%股权评估值约为3.7亿 ...

Core Viewpoint - Zhejiang Longsheng plans to acquire 37.57% of DyStar Global Holdings for approximately $697 million to resolve an ongoing lawsuit and gain full ownership of the company, which is a leading global supplier of textile dyes and chemicals [1][5][6]. Group 1: Acquisition Details - The acquisition will increase Zhejiang Longsheng's stake in DyStar from 62.43% to 100% [5]. - The transaction is expected to resolve litigation issues with KIRI Company, the seller, and prevent DyStar from being sold as a whole [5][6]. - DyStar has a strong market position and is profitable, with a projected net profit of $103 million for 2024 [1][6]. Group 2: Financial Performance - In 2024, Zhejiang Longsheng reported a net profit of 2.03 billion yuan, a year-on-year increase of 32.36% [8]. - The company achieved a net profit of 396 million yuan in Q1 2024, representing a 100.44% increase year-on-year [7][8]. - Cumulatively, since its listing in 2003, Zhejiang Longsheng has achieved a total net profit of 39.2 billion yuan [2][11]. Group 3: Market Position and Industry Context - Zhejiang Longsheng is a leading player in the textile chemicals market, with a global market share and production capacity of 300,000 tons of dyes and 100,000 tons of auxiliaries annually [9]. - The Chinese dye industry accounts for over 70% of global production, making China the largest producer and consumer of dyes [8][9]. - Despite market pressures and declining profits in recent years, the company's competitive advantages have allowed it to maintain strong profitability [10][11].

跨界进军光伏行业遭遇重挫，棒杰股份（002634）(002634.SZ)筹划易主。 6月2日晚间，棒杰股份披露股东权益变动。上海启烁睿行企业管理合伙企业(有限合伙)(以下简称"上海 启烁")拟作价9566.8万元受让上市公司股份，并接受表决权委托。 交易完成之后，上海启烁将成为棒杰股份控股股东，黄荣耀将取代陶建伟成为上市公司实际控制人。 棒杰股份表示，新控股股东拟结合其自身资源，优化上市公司主营业务结构，为公司寻找新的业务增长 点，提升公司盈利能力，化解公司债务问题。 长江商报记者注意到，自2022年跨界进军光伏产业，形成"无缝服装+光伏"双主业以来，在激烈的市场 竞争环境下，棒杰股份盈利能力下滑。2023年和2024年，公司连续两年亏损，累计亏损约7.6亿元。截 至2025年3月末，棒杰股份资产总额31.8亿元，资产负债率达94.83%。 拟变更控制权 棒杰股份本次易主将分为股份转让及表决权委托两个步骤。 具体而言，棒杰股份的控股股东、实际控制人陶建伟拟通过协议转让的方式向上海启烁转让其持有的上 市公司股份1010万股，占上市公司总股本的2.2%，占剔除回购专户股份数后总股本的2.25%。 同时，棒杰股份持 ...

大连电瓷（002606）（002606.SZ）国家电网订单密集落地。 近日，大连电瓷公告其全资子公司预中标国家电网2025年第十五批采购项目，涉及瓷绝缘子63万余片， 中标金额约2.9亿元。 长江商报记者注意到，这已是公司2025年以来第三次披露特高压项目中标信息。3月5日、5月5日，公司 分别宣布预中标2.49亿元、7100万元国家电网项目，合计金额达6.1亿元，占2024年全年营收的24%。 国内特高压市场是大连电瓷的"基本盘"，海外市场已成为其业绩增长的"第二曲线"。 2025年一季度，公司海外订单交付量同比增长45%，毛利率维持在25%—30%区间，显著高于国内市 场。此外，公司2025年一季度完成欧洲产品认证，计划通过江西工厂向英国、意大利、德国等市场小批 量供货。 值得注意的是，公司凭借特高压项目订单爆发、海外订单加速转化及江西工厂产能释放，实现业绩与市 场份额双突破。2025年一季度，公司营业收入同比增长30.6%至2.24亿元，归母净利润同比增长86.35% 至2022.54万元。 特高压订单井喷 作为国内特高压瓷绝缘子领域市占率超50%的龙头企业，大连电瓷产品覆盖国内90%以上特高压工程。 ...

每经记者｜朱成祥 每经编辑｜陈俊杰 6月3日，百利电气发布股票交易异常波动公告称，公司股票连续两个交易日内收盘价格涨幅偏离值累计 达到20%，属于股票交易异常波动情况。经自查，公司目前生产经营正常，近期公司经营情况及内外环 境没有发生重大变化。同时，公司关注到"可控核聚变"热点概念，但相关业务收入金额较小，不会对公 司业绩产生重大影响。此外，公司市盈率和市净率均高于行业水平，存在二级市场交易风险。 点评：公司特别指出，投资者关注的"可控核聚变"热点概念对公司业绩的影响较小。此外，公司市盈率 和市净率高于行业平均水平，提醒投资者注意二级市场交易风险。这一公告反映了公司对市场波动的透 明度和对投资者权益的保护，同时也提醒投资者在追逐热点时需保持理性。 NO.3 德尔股份：拟3亿元投建新型锂电池中试及产业化项目、智能电机产业化项目 6月3日，德尔股份公告称，公司与浙江省湖州市吴兴区织里镇人民政府签订《投资合作协议》，在织里 镇投资建设新型锂电池中试及产业化项目、智能电机产业化项目，项目计划投资总额约3亿元。本次投 资不构成关联交易，也不构成重大资产重组。投资资金来源为公司自有资金及自筹资金。 点评：这一投资不仅有助 ...

【钛媒体综合】6月3日，工信部、国家发改委、农业农村部、商务部、国家能源局发布通知，组织开展 2025年新能源汽车下乡活动，并公布新能源汽车下乡活动车型目录，涉及124款车型。 据悉，此次活动以"绿色、低碳、智能、安全——赋能新农村，畅享新出行"为主题，将选取一批新能源 汽车推广比例不高、市场潜力较大的典型县域城市，举行若干场专场活动；以此为中心辐射周边乡镇， 结合地区特点开展若干场特色活动。与县域充换电设施补短板试点、智能网联汽车"车路云一体化"试点 等工作形成协同效应，推动优质资源向乡村地区倾斜。 鼓励各类新能源汽车生产、销售、金融、充换电及售后服务等领域市场主体共同参与，结合以旧换新、 县域充换电设施补短板等政策工具，定制"购车优惠+用能支持+服务保障"一体化促销方案，健全覆盖 购车、用车、养车全周期售后服务网络。 另外，活动采取"线上+线下"相结合的方式开展。线下环节，以县域主会场为枢纽，联动周边乡镇开展 专场活动。线上平台，搭建云展销、直播导购、在线咨询等数字化场景，推动"线上下单—线下交付— 售后跟进"服务闭环。 值得注意的是，今年活动车型较2024年增加了25款车型，特别是增加了特斯拉Model ...

Core Viewpoint - The company 易华录 (300212.SZ) is transferring 31.77% of its subsidiary 国富瑞数据系统有限公司 to 中电科投资控股有限公司 for 500 million yuan to alleviate financial pressure and enhance liquidity while maintaining control over the subsidiary [1][4][5]. Financial Performance - As of the end of Q1 this year, the company's debt-to-asset ratio reached 89.02%, the highest in its history, indicating significant financial pressure [2][5]. - The company reported a total loss of 47.55 billion yuan for 2023 and 2024, with a net loss of 1.20 billion yuan in Q1 this year, although this represented a significant reduction in losses compared to previous periods [2][9]. - The operating revenue for Q1 this year was 2.04 billion yuan, reflecting a year-on-year increase of 5.22%, while the net profit attributable to shareholders showed a 35.51% improvement in loss reduction [9]. Capital Operation - The transfer of 国富瑞's shares is part of a strategy to optimize the subsidiary's equity structure and improve asset liquidity, with the proceeds from the transaction expected to support the company's operational development [1][5]. - After the transfer, 易华录 will still control 国富瑞 through agreements that allow it to maintain 51% of the voting rights, ensuring that the subsidiary remains a core part of its business [4][5]. Historical Context - Since its listing in 2011, the company has faced fluctuating performance, with a significant decline in revenue and net profit since 2021, leading to four consecutive years of losses totaling 52.01 billion yuan [7][8]. - The company has been undergoing a strategic transformation since 2015, focusing on data lake development and related sectors, which has contributed to its current financial challenges [7].

Core Viewpoint - China Ping An has signed a subscription agreement to issue HKD 11.765 billion zero-coupon convertible bonds due in 2030, which can be converted into H-shares at an initial conversion price of HKD 55.02 per share [1][2] Group 1 - The total principal amount of the bonds is HKD 11.765 billion, which can be converted into approximately 214 million shares, representing about 2.87% of the existing H-shares and 1.17% of the total issued share capital as of the announcement date [1] - The initial conversion price of HKD 55.02 per share is subject to adjustments [1] - After full conversion of the bonds, the new shares will represent approximately 2.79% of the enlarged issued H-shares and 1.16% of the total issued share capital, assuming no other changes in share capital [1] Group 2 - The net proceeds from the bond issuance will be used to meet the group's future financial business development needs, support the new strategic developments in healthcare and elderly care, and for general corporate purposes [2] - The board believes that the bond issuance will help optimize the group's capital structure and diversify financing channels, providing support for the group's ongoing business development [2]

Group 1 - Four-dimensional Map announced a strategic cooperation with Alibaba Cloud, focusing on AI large model applications, assisted driving, and smart transportation [1] - This partnership is expected to enhance investor confidence and promote collaborative innovation in the automotive industry [1] - The collaboration highlights the trend of technology giants empowering traditional industries and accelerates the adoption of autonomous driving and vehicle networking [1] Group 2 - XPeng Motors has published a patent for an acoustic semantic large model, which includes modules for acoustic coding, character transcription, knowledge retrieval, and large language models [2] - The end-to-end acoustic semantic large model reduces processing delays and enhances user experience by improving response speed [2] - This patent emphasizes the acceleration of AI large model applications in the automotive sector and may lead to increased competition in the industry [2] Group 3 - Beijing Humanoid Robot Innovation Center increased its registered capital from 350 million to 460 million yuan, marking a 31% increase [3] - The company, established in November 2023, focuses on industrial robot manufacturing and intelligent robot R&D and sales [3] - This capital increase reflects accelerated investment in the humanoid robot sector, potentially boosting investor sentiment and driving innovation in AI robotics in China [3]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 长虹华意压缩机股份有限公司（以下简称"公司"）于2025年5月8日召开第十届董事会2025年第四次临时 会议及第十届监事会2025年第四次临时会议，审议通过了《关于回购公司股份方案的议案》，同意公司 使用自有资金及回购专项贷款以集中竞价交易方式回购公司部分人民币普通股A股股份，用于实施股权 激励。回购的资金总额不低于人民币15,000万元（含）且不超过人民币30,000万元（含），回购价格不 超过人民币9.8元/股，具体回购资金总额、回购股份数量以回购完成时实际回购股份使用的资金总额、 回购股份数量为准。实施期限自董事会审议通过本次回购股份方案之日起12个月内。具体情况详见公司 于2025年5月9日在证券时报与巨潮资讯网（http://www.cninfo.com.cn）披露的《关于回购公司股份方案 暨取得回购专项贷款承诺书的公告》（公告编号：2025-028）。 根据《深圳证券交易所上市公司自律监管指引第9号一回购股份》的相关规定，回购期间公司应当在每 个月的前三个交易日内披露截至上月末的回购进展情况。现将公司 ...