不久前，浙江省衢州市龙游县詹家镇淳进村村民张瑞宏，收到了6月电费收益单：发电量857千瓦时，收 益355.91元。 他家95平方米的排屋屋顶上，16块光伏板将光能转化为源源不断的电能。"以前屋顶闲着也是闲着，现 在每年能有几千元钱的收入。"张瑞宏喜笑颜开。 现代化菌菇基地的稳定运行和产能扩大，也直接创造了大量稳定的就业岗位。菌棒制作、日常管护、采 摘分拣、冷链运输等岗位，让周边300多名村民实现了家门口稳定就业增收。 农户屋顶上的蝶变，源自龙游县开展的"光伏富民"试点项目。张瑞宏是淳进村最早安装屋顶光伏发电的 村民之一，但最初他心里直犯嘀咕："设备安不安全?电卖得出去吗?钱能及时到账吗?" 为了打消村民疑虑，作为并网服务方，国网衢州供电公司派出了专业队伍，从项目勘查、方案制定到并 网接入、线路巡检，为光伏富民项目提供保障。 "大伯，放心好了，像屋顶结构设置、供电路径这些事情，我们都有专业的配套方案。"工作人员黄治广 主动上门，不仅向张瑞宏详细介绍了项目情况，经过一番勘察，还给出了一家一户的具体实施方案。 在龙游县小南海镇团石村，浙江香满亭生物科技有限公司的花菇产业基地里，成片太阳能光伏板整齐排 列，像一把巨大 ...

Core Viewpoint - The company, Opcon Vision, is attempting to regain its market position in the corneal reshaping lens (OK lens) sector through the acquisition of a controlling stake in Shangyue Qicheng Hospital Management Co., Ltd for 334 million yuan, funded partly by redirected fundraising from a previous project that has seen slow progress [2][3][4]. Group 1: Acquisition Details - The acquisition involves purchasing 75% of Shangyue Qicheng, which has a valuation of 445 million yuan, representing a significant premium of over 7 times its book value [4]. - Shangyue Qicheng's core asset is the fully-owned subsidiary, Xingcheng Eye Hospital, which focuses on vision correction and related services, with approximately 40% of its business in refractive medical services and 14% related to OK lens [3][4]. - The acquisition is expected to enhance Opcon Vision's service density and market competitiveness, leveraging synergies between medical and optical services [3]. Group 2: Financial Performance and Market Challenges - Opcon Vision reported a revenue of 1.814 billion yuan in 2024, a modest growth of 4.4%, but a decline in net profit by 14.16% to 572 million yuan, marking the worst performance in recent years [7]. - The decline in sales of OK lenses, which generated 760 million yuan in revenue, is attributed to high-end consumer fatigue, competition from alternative products, and an overall increase in market competition [7][9]. - The market for OK lenses is becoming increasingly competitive, with over 20 companies now registered to produce these products, leading to a significant drop in profit margins [9][10]. Group 3: Strategic Outlook - The company aims to implement a dual strategy of "full optical products + all-age optical services" to drive growth, while being cautious about new site openings due to current market conditions [8][10]. - Future plans include evaluating potential acquisition targets in the optical service sector to support both organic growth and external expansion [10].

目前，烽火通信拥有支撑整个数字产业化和产业数字化的一整套完整解决方案，在光通信主业领域，拥 有从光纤、光缆、芯片到系统设备的较为完整产业链。近年来，公司计算与存储业务复合年增幅达到 50%以上，计算与存储业务的快速扩张与本源光通信业务的大量投入对营运资金需求较大。通过本次向 特定对象发行股票募集资金，可以有效补充公司业务开展所需营运资金。 烽火通信表示，此次定增将助力公司加速拓展计算与存储业务，在光通信主业稳健增长的同时，培育第 二增长曲线。 在定增获批之前，烽火通信交出了一份亮眼的业绩答卷。2025年一季报显示，公司实现营业收入40.49 亿元；归母净利润5520万元，同比增长33.08%。这一逆势增长得益于光通信主业的稳健表现及算力业 务的快速放量。 计算与存储业务增幅超50% 根据定增预案(修订稿)，烽火通信拟向其实际控制人国务院国资委全资控股的中国信科发行8540.37万股 A股股票，发行价格为12.88元/股，募集资金总额不超过11亿元。后因实施2024年年度权益分派，本次 向特定对象发行股票的发行价格由12.88元/股调整为12.71元/股，发行数量调整为8654.6万股。此次认购 将由中国信科以 ...

文丨酒食汇团队 今年以来，光瓶酒市场持续升温。泸州老窖、洋河、今世缘、仰韶、金盆地等酒企纷纷以新品发布、焕新升级、战略品牌归来等方式，强势推出光瓶酒新 品，为本就火热的光瓶酒赛道按下"加速键"。 为何全国性名酒与区域性龙头都不约而同"盯上"了光瓶酒赛道？当大家纷纷涌入光瓶酒赛道，如何才能脱颖而出呢？ 酒企扎堆，"光瓶热"再升级 今年的"光瓶热"在春糖上就已经开始显现。 此外，迎驾贡酒与安徽宇仁共创酒业有限公司达成战略合作，在年初推出了迎驾生态520系列光瓶酒；四川金盆地酒业集团推出"原酒大师"系列光瓶酒， 以"大师级国民纯粮原酒"的定位，"好酒不贵·大师品味"的价值主张，致力构建国民纯粮酒价值新坐标…… 五大原因，光瓶酒受热捧 全国性名酒与区域性龙头乃至原酒头部酒企都"盯上"了光瓶酒赛道，其背后深层次的原因是什么呢？ 首先，是光瓶酒市场的持续扩容。据中国酒业协会数据显示，光瓶酒自2013年起驶入快车道，市场规模自352亿元人民币增长至2021年的988亿元，复合增 速高达13.8%。而2022年至2024年，预计保持16%的年增长速度，2024年，市场规模预计为1500亿元。 其次，是行业调整期动销疲软、消费 ...

Core Viewpoint - The A-share market experienced fluctuations with the Shanghai Composite Index reaching a new high of 3512.67 points on July 9, 2023, primarily supported by large-cap stocks such as CATL, Hengrui Medicine, and China Oil Capital, despite most stocks declining [1][2]. Group 1: Market Performance - On July 9, the A-share market had a trading volume of 1.53 trillion yuan, an increase of 528 billion yuan from the previous trading day, with the Shanghai Stock Exchange contributing 595.96 billion yuan and the Shenzhen Stock Exchange 909.22 billion yuan [2]. - The Shanghai Composite Index closed at 3493.05 points, while the ChiNext Index closed at 2184.67 points, with 1856 stocks rising and 3327 stocks falling [1][2]. Group 2: Sector Performance - The banking and technology sectors saw significant contributions to the index, with major banks like Agricultural Bank of China and Industrial and Commercial Bank of China reaching historical highs [2][4]. - The media sector led the gains, with stocks like Zhongwen Online rising over 10%, while the human-robot sector experienced volatility, with some stocks hitting the daily limit [3][4]. Group 3: Historical Highs - A total of 33 stocks reached historical highs on July 9, with 5 from the banking sector and 10 from the technology sector, indicating a structural trend in the A-share market [4]. - Notable performers included Beijing Bank and Agricultural Bank of China, with Beijing Bank showing a cumulative increase of over 20% this year [4]. Group 4: Analyst Insights - Analysts suggest that the current market environment is characterized by a strong liquidity support, but caution that volatility may increase in the future due to various influencing factors [1][7]. - Recommendations include focusing on high-growth technology sectors and undervalued companies with high dividends, as the market is at a critical juncture [7].

业内人士向记者反馈，本次硅片报价上调的主要原因是上游硅料涨价引发的传导效应；但是，由于国内 光伏市场终端需求增速放缓，下游电池环节能否接受本次硅片提价还有待观察。 根据硅业分会今日发布的数据，本周，多晶硅N型复投料成交均价3.71万元/吨，环比上涨6.92%。N型 颗粒硅成交均价3.56万元/吨，环比上涨6.27%。另外，该机构数据还显示，本周多晶硅报价大幅上调 25%—35%，只不过新订单成交量有限。 硅业分会指出，此次提价主要是由于多晶硅企业超一年以上亏损运营，为清库存导致价格已远低于综合 成本，为符合"不低于成本销售"的价格法规要求，硅料企业一次性提价至综合成本线之上。不过，硅片 企业短期内仍持观望态度，暂未大规模接受涨价。 记者注意到，今年以来，受"531"抢装等因素影响，光伏硅片报价曾出现一轮上涨，但随着抢装步入尾 声，硅片报价跌势不止。根据中国有色金属工业协会硅业分会7月3日的报价，各尺寸硅片成交均价周环 比跌幅在1.96%—3.37%不等，更早前的6月26日，各尺寸硅片报价周环比跌幅在1.11%—1.92%不等。 值得一提的是，由于本次硅片厂商调价突然，行业咨询机构InfoLink在今天下午5点 ...

Core Viewpoint - The photovoltaic industry is experiencing a significant turning point driven by "anti-involution" policies, leading to strong market performance and capital investment [1][2]. Group 1: Market Performance - The photovoltaic sector has shown robust performance, with multiple ETFs rising over 5% and several stocks, including Guosheng Technology and Tuo Ri New Energy, hitting the daily limit [1]. - The price of photovoltaic silicon materials and components has dropped nearly 90% since the beginning of 2023, prompting a market reaction with stocks like Shihang New Energy and Daqing Energy seeing significant gains [2]. Group 2: Policy and Industry Response - The Central Financial Committee's recent meeting emphasized the need to regulate low-price competition and improve product quality, aiming to phase out outdated production capacity [1]. - Industry leaders at the SNEC photovoltaic exhibition called for urgent self-regulation to eliminate excessive competition, stating that increasing production capacity would be detrimental [1]. - Some glass manufacturers are reportedly planning to reduce production by 30% starting in July to alleviate competitive pressures [1]. Group 3: Future Outlook - Expectations for supply-side structural reforms in the photovoltaic industry are increasing, with potential improvements in supply and demand dynamics anticipated as self-regulation and policies are implemented [2]. - Research indicates that the most likely reforms will occur in the polysilicon segment, with adjustments in supply-demand balance expected in the glass segment, and technological breakthroughs potentially redefining industry standards in the battery component segment [2].

值得注意的是，由于调价突然，行业咨询机构InfoLink今日下午更新的价格信息并未体现出本 次报价变动，该机构数据显示，本周部分尺寸硅片成交均价仍有1%左右降幅。 据 证券时报报道， 市场消息显示， 今日，多家硅片企业上调了硅片报价，不同尺寸的硅片价 格涨幅在8%—11.7%。 对此，多家硅片厂商人士向记者证实，在9日下午上调了硅片报价， 而且是一线及二三线企业普遍上调。 另据中国有色金属工业协会硅业分会今日发布的数据，本周硅料成交均价普遍环比上涨逾 6%。 业内人士反馈，本次硅片报价上调的主要原因是上游硅料涨价引发的传导效应；但是，由于国 内光伏市场终端需求增速放缓，下游电池环节能否接受本次硅片提价还有待观察。 ...

证券代码：600745 证券简称：闻泰科技 公告编号：临 2025-114 转债代码：110081 转债简称：闻泰转债 闻泰科技股份有限公司 关于 2024 年年度报告的信息披露监管问询函的回复公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 闻泰科技股份有限公司（以下简称"公司"）于 2025 年 5 月 23 日收到上海证 券交易所《关于闻泰科技股份有限公司 2024 年年度报告的信息披露监管问询函》 （上证公函【2025】0632 号），公司及相关中介机构对有关问题进行了认真分 析与核查，现就监管问询函中提及的相关问题回复如下： 额分别为 78.34 亿元、17.63 亿元，合计金额 95.97 亿元，同比增长 30.50%；短 期借款、长期借款、应付债券余额合计 181.29 亿元，当期利息费用 6.93 亿元。 货币资金中，银行承兑汇票保证金等受限货币资金合计 16.24 亿元，存放于境外 款项 27.13 亿元，同比增长 146.41%。2025 年 4 月，公司公告拟终止部分可转债 募投项目并将约 28 ...

近日，特斯拉在美国得克萨斯州奥斯汀启动的自动驾驶出租车（Robotaxi）试运营项目曝出首起公开碰 撞事故。 科技博主"DirtyTesla"发布的视频显示，一辆特斯拉Robotaxi在结束行程后，突然在无控制状态下自行加 速并偏转方向，擦碰到一辆静止车辆。 目前，监管机构已要求特斯拉解释相关操作逻辑与技术细节。 事故虽未造成人员伤亡，但由于其出现在Robotaxi测试期间，正在演变成对特斯拉技术路线，即"纯视 觉"自动驾驶方案的拷问。 近年来，马斯克多次否认对激光雷达和毫米波雷达的需求，强调"只靠摄像头和数据训练"就能通往L4级 别自动驾驶。但从光线不足环境下的识别失效，到试运营过程中频繁出现的误判刹车、路线错误乃至碰 撞，都凸显出"纯视觉"方案在现实场景下的不稳定性。 特斯拉Robotaxi的首起碰撞事故近日被曝光。该项目于6月22日在奥斯汀正式启动试运营。 据特斯拉FSD用户、博主"DirtyTesla"描述，当时他乘坐一辆全自动驾驶的Model Y测试车前往一家披萨 店，车辆多次尝试驶入该店停车场失败后，停在了入口旁。他下车后拍摄的视频显示，车辆在无人操作 的情况下突然自行转动方向盘，径直驶向旁边停放 ...