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北汽蓝谷(600733):2025Q3毛利转正 新款享界S9即将上市
Xin Lang Cai Jing· 2025-11-08 08:25
北汽极狐销量规模向上,享界高端市场突围。根据北汽新能源微信公众号、汽车大观及懂车帝,9 月极 狐品牌表现亮眼,单品牌销量16074 辆,同比+47.7%,新车型极狐T1 定价6.28-8.78 万元,契合年轻用 户低成本出行的需求,上市即交付首月大定3.5 万台。享界品牌则以"鸿蒙智行生态+场景化定位"切入30 万元级中高端市场,9月上市的享界S9T 定位"高端智能旅行轿车",主打家庭与商务场景,上市72 小时 大定破1 万台,25 天超2 万台,成为新增长极。 10 月乘势而上,销量迈入新势力车企第一梯队。根据北汽新能源微信公众号,公司10 月销量3.1 万台, 同环比+112%/+48.7%。享界+极狐双品牌战略助力公司月销量快速提升:8 月1 万辆+、9 月2 万辆+、10 月3 万辆+。其中享界品牌10 月销量6700 辆,稳居30 万元以上豪华新能源轿车销量冠军。新款享界S9 将于11 月上市,有望带动销量向上突破。 盈利预测和投资评级公司集合北汽集团资源支持,极狐品牌标签清晰。此外,公司与华为合作升级为鸿 蒙智选,华为从品牌到渠道全面赋能,首款车型享界S9 产品定位清晰明确,竞争力较强。我们看好公 ...
或套现1.08亿元,欣龙控股二股东再抛减持计划,曾起诉上市公司
Sou Hu Cai Jing· 2025-11-08 08:12
Core Viewpoint - Hainan Zhuhua, the second-largest shareholder of Xinlong Holdings, plans to reduce its stake by up to 16,150,000 shares, representing 3% of the total share capital, due to business development needs, following a previous unimplemented reduction plan [1][2]. Shareholder Reduction Plan - Hainan Zhuhua currently holds 45,508,591 shares, accounting for 8.45% of Xinlong Holdings' total share capital [1]. - The planned reduction will occur within three months from December 1, 2025, to February 28, 2026, through centralized bidding and block trading [1]. - The estimated cash-out from this reduction could be approximately 108 million yuan, based on the current share price of 6.66 yuan per share [1]. Previous Reduction Attempts - Hainan Zhuhua had previously announced a reduction plan from April 18, 2025, to July 17, 2025, to sell up to 16,100,000 shares, which was not executed [2]. Legal Disputes - There is an ongoing legal dispute between Hainan Zhuhua and Xinlong Holdings, with Hainan Zhuhua suing for damages exceeding 20 million yuan due to alleged infringement of rights [3]. - The lawsuit claims that the former controlling shareholder, Guo Kaizhu, abused his position, causing losses to Hainan Zhuhua [3]. Financial Performance - Xinlong Holdings has reported continuous net profit losses from 2022 to 2024 [4]. - For the first three quarters of 2025, the company achieved total revenue of 333 million yuan, a year-on-year decrease of 15.27%, with a net profit attributable to shareholders of 230,300 yuan, marking a turnaround from previous losses [4]. - The non-recurring net profit showed a loss of 4.6 million yuan, an improvement from a loss of 19.07 million yuan in the same period last year [4].
网友曝小鹏机器人无皮肤版,打脸说皮肤下是人在走猫步的,(开电车的许工)
Xin Lang Cai Jing· 2025-11-08 08:05
说皮肤下是人在走猫步的。(开电车的许工) 网友曝小鹏机器人无皮肤版,打脸 0:00 ...
机器人大军+DeepFleet,亚马逊云科技重塑物流AI未来
Sou Hu Cai Jing· 2025-11-08 08:03
本文作者 Scott Dresser 亚马逊机器人部门副总裁 DeepFleet基于亚马逊庞大的物流数据及Amazon SageMaker等亚马逊云科技服务构建,重新定义了车队管理效率。 亚马逊在机器人与AI领域取得两个重要里程碑:首先,公司成功部署了第100万台机器人,这进一步巩固了其全球移动机器人制造商和运营商的领先地 位。这台有纪念意义的机器人已进驻日本某配送中心,加入目前遍布全球300多个设施的机器人网络。 其次,亚马逊推出"DeepFleet"生成式AI基础模型,旨在使其整个机器人车队变得更智能、更高效。DeepFleet的AI技术将协调亚马逊配送网络中机器人的 移动,将机器人车队的运行时间提高10%,帮助更快速、更低成本地向客户配送包裹。 让机器人更智能 DeepFleet就像一个智能交通指挥系统,它能像管理城市车流一样协调机器人的移动。这个系统通过优化配送中心内的机器人导航路径,显著减少拥堵、 提升效率,最终实现更快速的订单处理。 这款AI模型基于亚马逊庞大的物流数据及Amazon SageMaker等亚马逊云科技服务构建,重新定义了车队管理效率。通过智能优化仓储布局,将更多产品 存放在靠近客户 ...
苏州高新区再添一家上市企业 中诚咨询在北交所上市
Sou Hu Cai Jing· 2025-11-08 07:44
近年来,苏高新金控紧扣"0620"产业体系,围绕高新区主导、新兴、未来产业,为区域中小企业精准输送全方位、高效能的科技金融服务与创新金融产 品,有效激活资本乘数效应,显著升级资本市场服务能级,打造了全周期科技金融品牌。目前,苏高新金控今年投资服务上市企业12家,累计投资服务上 市企业共110家。 11月7日上午,苏高新金控下属苏高新中小已投企业中诚智信工程咨询集团股份有限公司在北京证券交易所敲钟上市,开盘涨幅超190%。至此,苏州高新 区今年已上市企业2家,累计上市企业38家,资本市场"高新军团"持续壮大。 中诚咨询成立于2002年,深耕工程咨询领域,聚焦全产业链数字化转型,着力打造综合一体化全过程专业咨询平台,是全国文明单位、国家高新技术企 业。公司主营业务包括工程监理、项目管理、造价咨询、BIM建筑信息化应用、建筑设计等专业技术服务及全过程工程咨询服务,目前以江苏为市场战略 核心,持续向全国范围深度辐射,已拓展至越南、泰国、沙特等国家和地区。 下一步,苏高新金控将持续,深化企业全生命周期服务体系,推动产业链、创新链、资本链、人才链深度融合,让资本市场"高新军团"动能愈发澎湃! (中国日报江苏记者站 苍微) ...
进博会现场:宇树科技人形机器人拳击赛激情“开打”
Zhong Guo Jing Ji Wang· 2025-11-08 07:38
宇树科技相关负责人表示,未来,宇树将继续深化全球协作,不断拓展机器人多元场景落地,以科 技创新更好地服务于人类生活。 中国经济网上海11月8日讯(记者 杨秀峰)第八届中国国际进口博览会(简称"进博会")于11月5日-10日 在上海举行。宇树科技携多款机器人产品首次亮相,包括全新发布的R1、H2人形机器人及A2四足机器 人,全面展示了其在智能机器人领域的最新技术成果与应用潜力。 走进宇树科技展台,两个G1格斗款人形机器人正在热火朝地进行"拳击比赛"。该款机器人搭载了 自主研发的全新高响应动态平衡算法与关节驱动技术,能够在高速对抗中保持极致的运动稳定性。现 场,G1不仅流畅演示了直拳、勾拳、侧踢等专业格斗动作,更在受到外力冲击时展现出卓越的自主平 衡恢复能力,即使意外摔倒也能在数秒内迅速起身,重新投入"战斗",其拟人化的敏捷身手与稳定表 现,赢得了现场观众的阵阵掌声。 ...
年报重大遗漏,三七互娱及高管被罚3200多万
Zhong Jin Zai Xian· 2025-11-08 07:36
代持事项由李*伟、曾*天二人决定,代持股份的资金全部来源于李*伟和曾*天收到的股权收购款。吴* 东等人持有的代持股份自 2018 年起开始减持,至2021 年9月全部减持完毕,减持指令由李*伟、曾*天 二人安排杨*下达。代持股份分红款、减持收益分配受李*伟、曾*天二人控制。 证监会认为,三七互娱的上述行为涉嫌违反 2005 年《证券法》第六十三条、2019 年《证券法》第七十 八条第二款的规定,构成 2005 年《证券法》第一百九十三条第一款、2019 年《证券法》第一百九十七 条第二款所述违法行为。 2025年10月31日,三七互娱网络科技集团股份有限公司(以下简称"三七互娱"或"公司")发布公告,2025 年 10 月 31 日公司和相关责任人李*伟先生(现任董事长)、曾*天先生(现任副董事长、总经理)、胡*航先 生(现任副董事长)、杨*先生(时任董事、副总经理)、叶*先生(现任董事、董事会秘书、财务总监)、吴* 红女士收到中国证监会出具的《行政处罚事先告知书》(处罚字[2025]71 号),经查明,涉嫌违法的事实 如下: (一)2014 年至 2020 年年报披露的股东持股情况存在虚假记载 2014 年 ...
青岛港开通东南亚直达航线
Zhong Guo Xin Wen Wang· 2025-11-08 07:23
11月7日晚,地中海东南亚航线首班船舶"地中海迪亚哥"轮靠泊青岛港前湾集装箱码头。(无人机照片) 侯方超 摄 中新社青岛11月8日电 (张孝鹏)山东港口青岛港集团有限公司(简称"青岛港")8日发布消息称,随着地中 海航运(MSC)新推出的地中海东南亚航线(SAMBAR航线)首班船舶靠泊该港前湾集装箱码头,青岛港正 式开通东南亚直达航线,构建起"中国北方—东南亚"的直连物流新通道。 据介绍,地中海东南亚航线计划投入6艘船舶运营,航线挂靠港序涵盖大连、天津新港、青岛、大铲湾 等港口,通达越南同奈、泰国林查班、新加坡等东南亚枢纽节点。该航线将大幅提升中国北方与东南亚 地区的贸易效率,为企业提供"快航化、集约化"运输选择。 【东盟专线】青岛港开通东南亚直达航线 据悉,青岛港是中国重要的国际贸易口岸和中转枢纽,目前,该港外贸航线总数近240条,数量居中国 北方港口首位。该港航线联通全球180余个国家和地区的700余个港口,形成"东联日韩、西接中亚、南 通东盟、北达俄蒙"的国际航运格局。今年以来,该港持续助力青岛国际航运中心建设,已开通中东、 东南亚等17条集装箱航线。(完)【编辑:李润泽】 "新航线为腹地企业带来了'看 ...
“氢能概念第一股”美锦能源终止总投资15亿的募投氢能项目
Sou Hu Cai Jing· 2025-11-08 06:43
Core Viewpoint - Shanxi Meijin Energy Co., Ltd. has announced the termination of part of its fundraising investment project related to hydrogen fuel cell technology and will permanently supplement the remaining funds into working capital [1][7]. Group 1: Project Termination and Fund Allocation - The hydrogen fuel cell power system and hydrogen fuel commercial vehicle parts production project (Phase I) has been halted, with remaining funds of 179.18 million yuan (including financial income and bank interest) redirected to working capital [1][3]. - Initially, the project was allocated 600 million yuan, which was later reduced to 250 million yuan [2][3]. - As of September 30, 2025, the project had utilized 73.43 million yuan, representing a 29.37% investment progress, with 179.18 million yuan remaining [3][4]. Group 2: Strategic Adjustments and Future Plans - The project faced delays due to the city of Jinzhong not being included in the national fuel cell vehicle application demonstration city group, leading to slower-than-expected promotion of hydrogen fuel cell vehicles [4]. - The company plans to leverage its existing facilities to attract partners for collaborative research and production in hydrogen energy transportation and storage [4]. Group 3: Financial Performance and Market Position - Meijin Energy has experienced a significant decline in net profit, reporting 2.89 billion yuan in 2022 and a loss of 1.14 billion yuan in 2024, with a revenue drop of 9.71% year-on-year in the first three quarters of this year [7]. - The termination of the fundraising project is expected to optimize resource allocation and enhance operational efficiency [7]. Group 4: Expansion and New Ventures - The company is planning to list on the Hong Kong Stock Exchange to enhance its global strategy and improve its international market competitiveness [8]. - Meijin Energy has also established a joint venture with Boyan Technology to develop AI applications, which may support its coal and hydrogen energy sectors [9][11].
昆仑万维(300418):Q3单季实现扭亏为盈 AI与短剧双引擎驱动成长
Xin Lang Cai Jing· 2025-11-08 06:40
Core Viewpoint - The company reported a significant revenue growth in Q3 2025, achieving a revenue of 20.72 billion yuan, marking a year-on-year increase of 56.16%, while also turning profitable in the quarter with a net profit of 1.90 billion yuan, a substantial increase of 180.13% year-on-year [1][2][7] Financial Performance - For the first three quarters of 2025, the company achieved a total revenue of 58.05 billion yuan, representing a year-on-year growth of 51.63%. However, the net profit attributable to shareholders was -6.65 billion yuan, a decrease of 6.19% year-on-year, and the non-recurring net profit was -6.74 billion yuan, a decline of 3.88% year-on-year [1][2] - The gross margin for the first three quarters was 69.91%, down 6.99 percentage points year-on-year, while the net margin was -18.72%, an increase of 4.57 percentage points year-on-year [3] Business Segments - The advertising business generated revenue of 14.33 billion yuan in the first half of 2025, up 61.05% year-on-year. The short drama platform generated 5.83 billion yuan, while search and social network businesses achieved revenues of 6.91 billion yuan and 6.79 billion yuan, respectively [2] - The company’s overseas business saw strong growth, with revenue reaching 54.10 billion yuan, a year-on-year increase of 58%, accounting for 93.3% of total revenue [4] AI Strategy and Development - The company is advancing its "All in AGI" strategy, with significant achievements in model technology. The Skywork-Reward-V2 series leads in seven major evaluations, and the Skywork-R1V3.0 model has achieved optimal results in open-source evaluations [5] - The company is accelerating the commercialization of AI applications, with core products expanding. The SkyworkDeepResearchAgentV2 engine has been upgraded, and the SkyReels platform is set to launch a new version for AI video creation [6] Investment Outlook - The company’s Q3 performance indicates operational improvement and initial success in AI commercialization. The growth in overseas businesses supports the AI strategy investments. The AI business is expected to become a core growth driver in the medium to long term [7]