证券代码:002668 证券简称:TCL 智家 广东 TCL 智慧家电股份有限公司 投资者关系活动记录表 编号:2025-08 6、公司分红规划? 答:公司母公司报表期末未分配利润为负数,尚未达到《公司法》《公 司章程》等规定的利润分配条件。公司深知投资者的期望和关切,近年 来公司的营业规模及盈利能力持续提升,通过不断优化产品和服务,拓 展市场份额,加强成本控制,实现盈利的稳步增长。随着新《公司法》 实施,未来一旦公司满足分红条件,将积极回报广大投资者,为股东创 造更多的价值。 7、公司不回购奥马冰箱少数股东股权是如何考虑的? 答:自回购告知函发出以来,公司与奥马冰箱少数股东进行了多轮 沟通磋商,目前就股权回购事项达成一致:从 TCL 家电集团有限公司成 为公司控股股东以来,公司全力支持奥马冰箱业务发展,加上奥马冰箱 管理层勤勉努力,共同推动奥马冰箱经营业绩屡创新高;公司认为:目 前阶段保持奥马冰箱当前股权比例安排,能够有效激励奥马冰箱管理团 队,有利于实现上市公司及中小股东、奥马冰箱管理层、政府及监管机 构等多方共赢,因此现阶段公司决定不实施回购。 | 披露重大信息 | 是 否 涉 及 应 当 披露重大信息 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经上市公司研究院 作者：IPO再融资组/郑权 5月22日，龙旗科技发布公告称，计划发行H股股票并在港交所上市。 事实上，龙旗科技2024年3月刚在A股上市，募资15.6亿元，上市一年多就计划去港股募资的操作受到市场广泛关注。截至2025年一季度末，龙旗科技账面货 币资金为78.78亿元，交易性金融资产为13.49亿元，合计92.27亿元，同期有息负债金额为30.73亿元。目前，龙旗科技的广义货币资金不仅完全可以覆盖长短 期有息负债，还有数十亿元的现金可支配，公司近期拟使用不超过50亿元进行现金管理，购买理财产品。 去年A股IPO募资15.6亿元 广义货币资金达92亿元拟用不超50亿现金理财 资料显示，龙旗科技是一家从事智能产品研发设计、生产制造、综合服务的科技企业，公司深耕智能产品ODM 行业，形成了涵盖智能手机、平板电脑和 AIoT2024产品的智能产品布局。 2024年3月，龙旗科技在A股上市，募资15.6亿元，扣除发行费用后募资净额14.4亿元。 龙旗科技发布《关于筹划发行H股股票并在香港联合交易所有限公司上市相关事项 ...

继2024年3月在上海证券交易所上市后，龙旗科技近日发布公告称公司拟发行H股并在香港联合交易所 主板挂牌上市。 龙旗科技表示，本次上市是为进一步提高公司的资本实力和综合竞争力，提升公司国际化品牌形象，满 足公司国际业务发展需要，深入推进公司全球化战略。 公司同时提示投资者，本次发行上市需提交股东大会审议，并需取得相关政府机构、监管机构的备案或 核准，最终能否实施具有重大不确定性。 一方面，整体毛利率从2023年的9.95%降至6.08%，智能手机/平板/AIoT产品毛利率分别减少3.76、 1.34、9.8个百分点，反映ODM模式成本压力及市场竞争加剧。 营收高增但净利润下滑的"剪刀差" 另一方面，境外收入147.09亿元（占比31.7%），同比激增288%，但毛利率仅1.19%，同比下降9.7个百 分点，显示海外低价订单占比过高。 龙旗科技2024年实现营收463.82亿元，同比大幅增长70.62%，主要得益于智能手机、AIoT产品及平板电 脑三大业务的放量。 研发投入与市场拓展的双刃剑效应 其中智能手机业务收入361.33亿元（占比77.9%），同比增长65.58%，出货量1.07亿台，稳居全球ODM 市 ...

历经二十一载岁月沉淀，新财富金牌董秘评选已成为中国资本市场极具权威性与公信力的标杆评选，不仅见证 了中国资本市场蓬勃发展的壮阔征程，更以专业视角镌刻下时代变革的深刻印记。金牌董秘群体凭借卓越的专 业素养与创新实践能力，持续优化上市公司治理、深化投资者关系管理，已然成为推动中国资本市场向高质量 发展迈进的一股重要力量。 值此新财富董秘评选二十一周年之际，诚邀历届金牌董秘，分享企业战略、发展历程与职业经验，以实战洞见 解构资本风云，共探行业发展逻辑。 上海港湾（股票代码：605598）作为岩土工程领域的综合性服务商，为全球客户提供集勘察、设计、 施工、监测于一体的全流程专业服务。在 A 股 74 家建筑业上市公司中，上海港湾以独特的海外业务 布局脱颖而出 —— 公司聚焦 "一带一路" 高质量发展路径，以技术输出与标准输出为核心竞争力，依 托卓越的方案设计能力、精细化的项目管理体系，以及深度属地化的运营模式，构建起全球化业务网 络。面对复杂多变的国际市场环境，公司始终坚持创新驱动与市场开拓并重，持续实现业绩突破，其 专业实力不仅获得行业高度认可，更在资本市场树立了差异化发展的典范。 自 2009 年加入上海港湾，王 ...

Group 1 - The company announced the approval of the proposal to issue H-shares and list on the Hong Kong Stock Exchange to enhance its capital strength and international brand image [1][3] - The company aims to meet the needs of its international business development and advance its globalization strategy through this issuance [1] - The company was established in 2002 and operates in the smart product ODM industry, with major clients including Xiaomi, Samsung, Huawei, Lenovo, Honor, OPPO, vivo, and others [1] Group 2 - In 2024, the company achieved a revenue of 46.382 billion yuan, representing a year-on-year increase of 70.62%, while the net profit attributable to shareholders decreased by 17.21% to 0.501 billion yuan [2] - For the first quarter of 2025, the company reported a revenue of 9.378 billion yuan and a net profit of 0.154 billion yuan, showing a year-on-year increase of 20.3% [2]

Core Insights - The 30th anniversary celebration of Zhou Hei Ya showcased its journey from a small shop to a national brand, launching a global brand renewal strategy aimed at a century-long vision for the braised food industry [1][11] - Zhou Hei Ya has evolved from a local delicacy to a national leisure food benchmark, with significant milestones including its listing on the Hong Kong Stock Exchange in 2016 as the first brand in the braised food industry [5][6] Company Development - Zhou Hei Ya was founded in 1995 by Zhou Fuyou, who introduced a unique sweet and spicy flavor, gradually gaining recognition in Wuhan [3] - In 2004, the brand began its formal branding process by opening its first commercial store in Wuhan International Plaza, leading to a decade of innovations in packaging and production [5] - By the end of 2024, Zhou Hei Ya plans to have over 3,000 stores across more than 300 cities in China [6] Brand Strategy - The brand renewal includes a new visual identity with three core colors and a youthful IP character "Xiao Zhou Zhou," reflecting a commitment to modernization and consumer engagement [8][10] - Zhou Hei Ya aims to become a "creator of global flavors," focusing on building a strategic ecosystem with international partners and promoting "Chinese flavors" worldwide [10][11]

Group 1 - The core viewpoint of the articles highlights the increasing trend of A-share companies, particularly in the semiconductor sector, pursuing dual listings in Hong Kong, driven by favorable regulatory policies and the need for global expansion [1][6][8] - The "A+H model" allows companies to access both domestic and international capital markets, enhancing their financial strength and market recognition [6][8] - Several semiconductor companies, including Zhaoyi Innovation, Unisoc, and others, have announced plans for Hong Kong listings, indicating a significant shift towards internationalization [2][4][5] Group 2 - The semiconductor companies aim to strengthen their global presence, with many explicitly stating that their Hong Kong listings are part of a strategy to enhance their international business operations and competitiveness [6][7] - The funds raised from these listings are primarily targeted at improving core technology capabilities, expanding product lines, and enhancing overseas sales networks [6][7] - Recent regulatory changes, such as the "Five Measures to Benefit Hong Kong" policy and adjustments to listing requirements, have made it easier for A-share companies to pursue dual listings in Hong Kong [7][8]

Core Viewpoint - Longqi Technology plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its capital strength and global competitiveness, following its A-share IPO just one year ago [1][2][6] Group 1: Company Overview - Longqi Technology is an ODM manufacturer specializing in smart products, providing comprehensive services to leading global consumer electronics brands such as Xiaomi, Samsung, and Huawei [6] - The company has established manufacturing bases in Huizhou and Nanchang in China, and is expanding its production capabilities in Vietnam and India [8] Group 2: Financial Performance - In 2024, Longqi Technology reported revenue of 46.382 billion yuan, a year-on-year increase of 70.62%, but net profit decreased by 17.21% to 501 million yuan, indicating revenue growth without profit increase [1][7] - The company's overseas sales reached 14.709 billion yuan, a significant increase of 288.42%, accounting for approximately 31.7% of total revenue, although the gross margin was only 1.19%, down 9.7 percentage points [1][7] Group 3: IPO and Fund Utilization - Longqi Technology raised a total of 1.56 billion yuan through its A-share IPO, with a net amount of 1.44 billion yuan after expenses, which has been allocated to various projects including manufacturing and R&D [4] - As of the end of 2024, the investment progress of the IPO projects was approximately 78.6%, with specific projects showing varying levels of completion [4] Group 4: Market Trends - The trend of "A+H" listings has gained momentum since 2025, with over 20 companies planning to list in Hong Kong, indicating a growing interest in dual listings among Chinese firms [2][3]

一边构建AI产品矩阵，一边加速全球化战略推进，星纪魅族立志"让全球消费者体验智能生态的价值"。 5月20日，星纪魅族通过线上形式举办海外新品发布会，面向国际市场推出多款智能硬件产品，涵盖手 机、AR眼镜及智能穿戴设备。星纪魅族的AR智能眼镜StarV View、升级版智能指环StarV Ring2等生态 产品同步亮相。 此次发布会还展示了其"手机+XR+智能汽车"业务布局，凸显软硬件协同及全场景互联能力。 星纪魅族介绍，2024年，公司启动全球化战略，海外销量占比在3个月内突破20%，长期目标为50%。 目前，其产品已在近30个国家和地区销售，团队完成全球化架构搭建。 推出5款智能手机 5月20日，星纪魅族通过线上形式举办海外新品发布会，面向国际市场推出多款智能硬件产品，涵盖手 机、AR眼镜及智能穿戴设备，进一步加速全球化战略推进。 有市场观点认为，这标志着星纪魅族在深耕国内市场的同时，正加速推进全球化战略，不断丰富海外产 品线，迈入产品出海、科技出海、生态出海的新阶段。 2024年，星纪魅族启动全球化战略，海外销量占比在3个月内突破20%，长期目标为50%。目前，其产 品已在近30个国家和地区销售，团队完成 ...

Group 1 - Shouhui Group has officially launched its IPO, offering approximately 24.36 million shares at a price range of HKD 6.48 to HKD 8.08 per share, with a listing date expected on May 30 [1] - The funds raised from the IPO will be used for optimizing the sales network, R&D investment, and acquisitions, which will enhance the company's market competitiveness and business scale [1] Group 2 - Heng Rui Pharmaceutical's shares surged by 32.24% in the dark market, closing at HKD 58.25 after an initial offering price of HKD 44.05, indicating strong market confidence in its future [2] - The company reported a revenue of 27.985 billion yuan for 2024, a year-on-year increase of 22.63%, and a net profit of 6.337 billion yuan, up 47.28% from the previous year [2] Group 3 - Wei Hong Group Holdings expects a net loss of approximately 48.5 million Macanese Patacas for the fiscal year 2024, compared to a net loss of about 27.8 million Macanese Patacas in 2023, attributed to a decline in revenue [3] - The group's revenue for the reporting year is expected to be around 9.7 million Macanese Patacas, down from approximately 105.8 million Macanese Patacas in the previous year [3] Group 4 - Longqi Technology plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its capital strength and international brand image, supporting its global business development [4] - The issuance will be subject to approval from the shareholders' meeting and relevant government and regulatory bodies [4] Group 5 - The Hang Seng Index closed at 23,544.31, down 1.19%, while the Hang Seng Tech Index fell by 1.70% to 5,251.75 [5] - The Yuqi Index also decreased by 1.19%, closing at 8,557.64 [5]