证券日报网讯12月12日，沃格光电（603773）在互动平台回答投资者提问时表示，公司积极推进全球化 布局，在显示、通信和泛半导体等领域持续与全球客户开展业务对接与合作探讨。 ...

Core Insights - The CEO of lululemon, Calvin McDonald, will resign on January 31, 2026, after seven years of leadership, during which the company transformed from a North American yoga pants brand to a global apparel giant [2] - His departure follows criticism from founder Chip Wilson regarding management's compromise on brand identity, which has led to a significant drop in market value [2][7] - McDonald emphasized that his resignation is a natural transition aligned with the company's strategic cycle, not due to issues in the U.S. market [2] Financial Performance - Under McDonald's leadership, lululemon's revenue grew from $3.3 billion in 2018 to an expected $11 billion in fiscal year 2025, marking a threefold increase [3] - The number of stores nearly doubled during his tenure, reaching 796 by the end of the third quarter [3] - Despite achieving the goal of doubling men's apparel sales by 2023, the revenue share of men's apparel only increased from 23.5% to 25.2% from 2019 to 2024, indicating slower-than-expected growth [4] Strategic Initiatives - McDonald implemented a diversification strategy and accelerated global market expansion, including the introduction of a men's clothing line and the launch of a sneaker series [5][6] - The company expanded its store presence from 17 to over 30 countries, with international revenue share rising from under 20% in 2018 to nearly 40% in 2025 [7] Market Dynamics - The Chinese market has become lululemon's second-largest market, with a 25% revenue growth in Q2 and a 46% growth in Q3 of fiscal year 2025, driving international business growth [8] - In contrast, the North American market has faced challenges, with revenue growth slowing to 3.9% in 2024 and a decline of 2% in Q3 of fiscal year 2025 [8] Product Innovation - McDonald acknowledged issues with product innovation, stating that some core products have become outdated and are not resonating with consumers [9] - The company plans to increase the proportion of new products to 35% in the spring of 2026, with a focus on revitalizing its product strategy [9] Leadership Transition - The company is in the process of selecting a new CEO with a focus on growth and transformation experience, while the current CFO and COO will serve as interim co-CEOs until a successor is appointed [10]

12月11日，锂电材料企业新宙邦发布公告，宣布其第六届董事会第二十六次会议已审议通过H股 上市相关议案，公司 拟发行境外上市外资股并申请在香港联交所主板挂牌交易 。 新宙邦表示，此次赴港上市的目标在于推进全球化战略落地，实现资源本地化供应，进而提升国际 品牌影响力与全球市场竞争力。 企业通过港股募集的资金，可直接用于海外建厂、资源收购等全球化布局，有效规避欧美绿色贸易 壁垒与各类贸易限制。 如中伟股份借港股融资强化对印尼镍资源的掌控，宁德时代、亿纬锂能则将募资投向欧洲、东南亚 生产基地，精准适配海外市场旺盛的锂电产品需求，加速全球化产能落地。 据高工锂电不完全统计， 2025年以来，以行业龙头 宁德时代 为开端， 截至目前已有超16家锂 电相关企业扎堆赴港上市，覆盖电池、材料、设备等全产业链核心环节，形成规模化上市热潮。 其中，电池板块集结了宁德时代、亿纬锂能、欣旺达、南都电源、海辰储能、正力新能、双登集团 等企业；材料领域有星源材质、天赐材料、中伟股份、盛新锂能、格林美、金晟新能源及新宙邦等 企业；设备端则包括先导智能、中鼎智能等企业， 全产业链赴港上市态势显著 。 从上市模式来看，此次热潮呈现出 多元化 ...

Core Viewpoint - The company plans to raise up to 776 million yuan through a private placement of shares to fund new projects aimed at expanding its production capacity in the clean electrical appliance sector [1][3]. Group 1: Fundraising and Project Allocation - The total amount to be raised is not to exceed 776 million yuan, which will be used for the construction of a new production facility in Suzhou, a production base in Vietnam, working capital, and repayment of bank loans [1][3]. - The Suzhou project has a total investment of 481 million yuan and aims to produce 8 million clean electrical appliances annually, with a construction period of two years [3][4]. - The Vietnam project has a total investment of 320 million yuan, also with a two-year construction period, and aims to produce 4.63 million clean electrical appliances annually [4]. Group 2: Business Development and Capacity Expansion - The company is focusing on developing its vacuum cleaner and other complete clean electrical appliance businesses to create synergies with its existing product lines [3]. - Current production capacity is insufficient to meet future market demands, prompting the need for new projects to alleviate production bottlenecks and enhance profitability [3]. - The new Suzhou facility will feature higher automation and advanced testing equipment, aiming to diversify the product range and increase production capacity to 6.24 million complete units annually [3].

电商巨头京东大手笔，近35亿港元拿下香港中环中国建设银行大厦50%股权。 35亿港元 京东收购香港中环建行大厦50%股权 昨日，丽新国际发布联合公告，披露了一项非常重大的出售事项：丽新发展全资附属公司作为出售方， 向独立第三方Jasmine Investment Development IV，全数出售位于香港干诺道中3号的中国建设银行大厦 50%权益。该交易预计于2026年1月完成，总代价约为34.98亿港元。 图源：丽新国际公告 据悉，此次收购方为京东控股的投资主体。京东昨日（10日）发出公告确认交易，京东表示，公司始终 看好在香港的发展，未来将围绕供应链持续投资推动零售、物流、技术研发等业务融入香港，服务香 港。 图源：京东 与李嘉诚竞购胜出 在香港，本地人对于丽新集团一定不会陌生，这家由著名潮商巨擘林百欣先生创立于1947年的商业帝 国，在巅峰时期总资产一度接近600亿港元，如今业务涵盖物业发展、物业投资、酒店业、传媒及娱乐 等多个领域。其主要子公司包括丽新国际、丽新发展、丽丰控股、丰德丽控股以及寰亚传媒集团等。 目前林建岳担任丽新集团的董事会主席，他不仅是林百欣先生的儿子，也是这个商业帝国的继承人和领 ...

Group 1 - The core strategy of Wanshun New Materials is to seek growth through overseas acquisitions despite facing financial challenges and ongoing losses [1][2] - The company announced plans to acquire 100% of Eurofoil Luxembourg for €1,238.89 million, approximately ¥102.29 million, indicating a significant investment in a loss-making entity [2][3] - The acquisition is seen as a critical step in the company's globalization strategy, aiming to enhance its brand influence and market share in the aluminum foil and aluminum plate industry [3][8] Group 2 - Wanshun New Materials is currently experiencing financial difficulties, with a high level of short-term debt (¥2.786 billion) compared to cash holdings (¥1.932 billion), reflecting a "high debt and high liquidity" situation [4] - The company's financial expenses have surged, with a 49.93% increase in financial costs to ¥76.42 million in 2024, further straining profitability [4] - The company has faced delays in key projects, such as the 100,000-ton battery foil project, which has been postponed to September 2026, contributing to idle funds and low capital efficiency [5][6] Group 3 - The domestic aluminum processing industry is under severe competitive pressure, with overcapacity and price wars leading to reduced profit margins [7][8] - Despite a 22.52% year-on-year revenue increase to ¥6.579 billion in 2024, Wanshun New Materials reported a net loss of ¥192 million, marking a historical low [8][10] - The company is focusing on high-value-added aluminum foil products and has made recent investments to enhance its strategic positioning in the new energy materials sector [10][11]

据了解，天赐材料 2022年公开发行可转换公司债券募集资金投资项目，除了补充流动资金外共5个项目。 | 倒计时7天 | | | --- | --- | | 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 | | | &起点研究十周年庆典 | | | 2025起点用户侧储能及电池技术论坛 | | | 活动主题： | 新周期 新技术 新生态 | | 活动时间： | 2025年12月18-19日 | | 活动地址： | 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）三楼维纳斯厅（深圳市宝安区沙井 | | 镇沙井路118号） | | | 主办单位： | 起点锂电、起点储能、起点研究院SPIR | | 赞助及演讲单位： | 惠州潼湖生态智慧区管理委员会/逸飞激光/小鲁锂电/派能科技/莫洛奇/融捷能源/远 | | 东电池/诺达智慧/奥鸿智能/中天和/超业精密/北测新能源/蓝京新能源/贤辰智享/东唐智能/达力智能/ | | | 亿鑫丰/爱签/和明机械/金力股份/孚悦科技/乾纳智能装备/多氟多/科迈罗/三合一体/果曼钠电/新能安/ | | | 弘正储能/亮见钠电/易事特/清陶云能/信宇人/星恒电源/昆仑化学/星翼 ...

在消费电子与AI技术深度融合的浪潮中，果链企业正以惊人的速度推进全球化布局。继立讯精密、蓝 思科技之后，果链"三巨头"中的另一位领军者——领益智造，也正式向港交所递交招股书，拟赴香港主 板二次上市，开启"A+H"双融资平台。这一动作不仅标志着领益智造在全球化战略上迈出了关键一步， 也预示着果链企业正通过资本市场的深度融合，加速向AI终端硬件制造平台转型升级。 一、从"果链隐形冠军"到全球AI硬件智能制造平台 在算力基建领域，领益智造也捕捉到了"热"与"电"的机会。随着AI大模型对算力需求的爆发，数据中心 能耗飙升。领益智造计划扩大AI服务器电源的产能，而这类电源是数据中心基础设施的关键核心组 件，旨在推出具备高功率密度、高转换效率及快速动态负载响应的下一代系统，藉此把握全球AI算力 快速发展所催生的需求。AI工作负载的不断增加也推动了对先进热管理的需求，领益智造将扩大超薄 且结构优化的均热板等热管理产品线的规模，以满足超大规模部署场景下严苛的散热要求。 在人形机器人赛道，领益智造已不局限于零部件供应商的角色。公司已在2025年世界机器人运动会上斩 获金牌，并与优必选、智元机器人等行业头部企业达成战略合作。从底 ...

Core Insights - Leap Motor's founder and CEO Zhu Jiangming announced that by 2026, the company will have all four series (A, B, C, D) in place, along with four new vehicle launches [2] - The launch of the Lafa5 electric sports sedan at a price range of 92,800 to 116,800 yuan has attracted significant consumer attention, reflecting Leap Motor's strategic thinking in a competitive market [2][3] - Leap Motor achieved a net profit of 150 million yuan and revenue of 19.45 billion yuan in Q3, marking nearly a 100% year-on-year growth, and has already met its annual sales target of 500,000 units ahead of schedule [2][4] Product Strategy - The Lafa5 represents a new product strategy for Leap Motor, targeting young consumers seeking individuality, contrasting with previous practical models [3] - Leap Motor's self-reflective approach, learning from past experiences like the S01, has led to systematic adjustments in product definition, pricing strategy, and market promotion [3] - The company maintains a "fully self-researched" core technology route, with a current self-research ratio of 65% for key components, aiming to increase it to 80% or higher [3][4] Global Expansion - Leap Motor's overseas sales of 44,000 units have positioned it as a "export champion" among new Chinese car manufacturers, with plans for the Lafa5 to be launched globally, particularly in Europe, by Q2 2026 [4][5] - The global market strategy includes a "global platform + regional adaptation" model, which is expected to provide sustainable growth beyond mere exports [6] Future Goals - Leap Motor has set an ambitious target of achieving annual sales of 1 million units by 2026, doubling its current target of 500,000 units [5] - The company anticipates a steady increase in market share for electric vehicles by 5%-10% in the coming year, supported by a comprehensive product matrix covering price ranges from 60,000 to 300,000 yuan [5] - The emphasis on long-term value creation over short-term expansion reflects a broader trend in the Chinese electric vehicle industry [6]

内容概况：当前，中国防静电袋行业正处于创新转型与结构升级的关键阶段，在电子制造、半导体、医 疗器械等下游产业快速发展的推动下，行业整体呈现市场规模持续扩张、产品结构不断优化、技术标准 逐步提升的发展态势。2024年，中国防静电袋行业市场规模约为11.38亿元，同比增长7.56%。这一增长 不仅得益于电子信息产业对静电防护要求的不断提高，也受益于新材料研发与智能化生产工艺的加速落 地。 相关上市企业：天华新能（300390）、双星新材（002858）、 相关企业：江苏鼎胜新能源材料股份有限公司、广东嘉元科技股份有限公司、九江德福科技股份有限公 司、贝特瑞新材料集团股份有限公司、中国石油化工股份有限公司、恒逸石化股份有限公司、新疆中泰 化学股份有限公司、深圳市中明科技股份有限公司、广东金明精机股份有限公司、潮州三环（集团）股 份有限公司、隆基绿能科技股份有限公司、深圳迈瑞生物医疗电子股份有限公司、中国兵器工业集团有 限公司、中国航天科技集团有限公司、内蒙古伊利实业集团股份有限公司、万华化学集团股份有限公司 关键词：防静电袋、防静电袋市场规模、防静电袋行业现状、防静电袋发展趋势 一、行业概述 防静电袋是一种专为静电 ...