格隆汇2月4日丨泽润新能(301636.SZ)披露投资者关系活动记录表显示，根据公司全球化发展战略需 要，目前，公司在泰国有生产基地，并于2024年6月起开始量产供货，主要生产晶硅接线盒、薄膜接线 盒以及微逆互联线束等相关产品，客户主要包括客户A、客户B、客户C，以及其他海外客户。泰国基 地投产，有利于公司充分利用当地的区位、资源优势，有效降低公司的生产成本，扩大海内外市场占有 率，辐射中东、欧美及南亚市场，推动公司在国际化市场的业务发展，从而提升公司国际市场竞争力。 公司已在美国设立子公司。 ...

证券日报网讯2月3日，利元亨在互动平台回答投资者提问时表示，公司坚持全球化发展战略，业务已覆 盖包括欧盟在内的多个主要市场。在欧盟地区，公司主要通过"本地化运营与协同出海"的模式开展业 务：一方面，依托欧洲团队为客户提供就近的销售、技术及服务支持；另一方面，公司积极跟随国内战 略客户的海外产能布局，为其在欧洲的生产基地提供配套智能装备与技术服务，从而实现对欧洲市场的 有效渗透与深度服务。 ...

Core Viewpoint - The company emphasizes globalization as a core development strategy and is actively advancing its overseas production capacity layout [1] Group 1: Globalization Strategy - The company has established a production base in Vietnam to enhance its global presence [1] - By improving local service capabilities, the company effectively mitigates risks associated with market fluctuations [1] - The company aims to enhance its competitiveness and brand influence in international markets [1] Group 2: Future Plans - The company plans to strategically coordinate its overseas production layout based on market conditions, industry trends, and operational status [1] - Continuous optimization of the global operational system is a priority for the company moving forward [1]

【导读】中国饮料巨头东鹏饮料今日"A+H"赴港上市，年内规模最大的香港IPO 中国基金报记者 郭玟君 中国饮料巨头加速奔赴全球资本舞台，东鹏饮料2月3日正式在香港主板上市，完成"A+H"双资本布局， 向全球化饮料企业进阶。东鹏饮料开盘报248港元，平招股价，盘前成交额为4.2亿港元。 东鹏饮料的IPO，实现了三个"最"：2026年至今规模最大的香港IPO；食品饮料行业（不含酒精饮 品），港股市场历史上规模最大的IPO；过去5年A股上市公司赴港上市项目中发行时折价率第二低的 IPO，仅次于宁德时代。 东鹏饮料赴港上市，不仅为中国民族能量品牌出海重磅加码，彰显品牌"飞跃全球"的使命，更展现剑指 全球市场的雄心。作为从深圳成长起来的消费企业，东鹏饮料深深受益于深圳卓越的金融环境与创新生 态。本次赴港上市，不仅是公司发展的里程碑，更是深圳金融"活水"精准浇灌实体经济的生动体现。 价值内核筑根基 业绩渠道双轮驱动 作为中国功能饮料领军者，东鹏饮料精准把握行业发展趋势，稳居功能饮料赛道领跑地位。 港股上市启新程 资本赋能全球布局 此次港股上市是东鹏饮料全球化战略的重要起点。作为企业出海的关键举措，港股上市将为其国际化拓 ...

Core Insights - Singapore serves as a pivotal enabler for the Huachuang Business Association since its establishment in 2013, leveraging its unique geographical advantages, comprehensive business ecosystem, open policy environment, and high-quality service system to support the association's growth [1] Group 1: Geographical Advantages - Singapore's strategic location in Southeast Asia acts as a natural springboard for the global expansion of the Huachuang Business Association, connecting Asia, Europe, Africa, and America, and facilitating rapid outreach to regions like Singapore and Malaysia during the initial phase [3] - The hub role of Singapore has become increasingly significant as the association enters its global expansion phase, allowing efficient resource coordination across service nodes in Europe, Africa, and America, thus reducing logistics costs and time for cross-regional trade and industrial cooperation [3] Group 2: Business Environment and Legal Framework - Singapore's open and inclusive business environment, along with its robust legal system, provides a "safety barrier" for risk management for the association and its member enterprises, aligning with the core mission of safeguarding market risks and protecting members' legal rights [4] - The stable business order and transparent regulatory environment in Singapore have helped member enterprises effectively navigate operational uncertainties in parts of Southeast Asia during the regional deepening phase [4] Group 3: Future Prospects - As global economic dynamics evolve and digital technologies advance, Singapore's role as a global development engine for the Huachuang Business Association will become more diverse and profound, continuing to leverage its traditional advantages while becoming a strategic pivot for member enterprises to seize emerging opportunities and tackle global challenges [6] - Singapore's critical role in connecting ASEAN and countries along the "Belt and Road" initiative will inject new momentum into the association's efforts to deepen member participation in regional economic integration and international capacity cooperation [6]

1月29日，A+H上市公司中联重科公告，公司于香港联交所成功发行港股可转换债券（下称"本 次可转债"），获得了全球资本市场投资人的踊跃认购。本次发行标志着公司在国际化资本运 作方面取得又一重要里程碑，募集资金将有助于支持公司加强研发投入和海外业务体系建设， 为公司持续推进创新驱动发展战略和全球化发展战略提供坚实的资本协同。 发行要素稳健均衡 最大化各类股东价值 根据公告，本次可转债发行规模达60亿元人民币，投资人以美元交割结算，发行期限5年，附发行人 于第3年至第5年期间赎回权以及投资人于第3年末之日回售权，票面利率为0.70%，转股价为10.02 港币。本次发行获得了全球优质机构投资者的积极认购，订单规模数倍覆盖，反映了全球投资者对 公司长期增长前景以及信用资质的充分信心。 公司本次可转债发行在定价过程中充分结合近期市场环境及投资人反馈，在保障公司融资条款优势 的同时，兼顾转股潜力与现有股东权益的平衡，展现出公司管理层精准把握资本市场窗口、实现股 东价值最大化的能力。 全球投资者踊跃认购 传递长期看好信号 本次可转债发行获得了来自中国大陆、中国香港、美国、英国、德国、法国、瑞士、爱尔兰、新加 坡等地众多知名 ...

Core Viewpoint - The company, as a leading domestic cloud service provider, has been expanding its global presence, particularly in the European market, with significant growth in overseas revenue and a focus on direct sales models [1] Group 1: Company Operations - The company develops and provides IaaS and basic PaaS products, as well as big data and artificial intelligence services through public, private, and hybrid cloud models [1] - Since 2013, the company has been actively building overseas nodes, currently operating 30 major availability zones across 22 regions globally, including nodes in London and Frankfurt [1] Group 2: Financial Performance - As of the first half of 2025, the company's overseas revenue accounted for nearly 20% of total revenue, representing a year-on-year growth of 20.4% [1] - The significant increase in overseas revenue indicates the effectiveness of the company's globalization strategy [1]

摩根士丹利发表研报指，安踏体育宣布拟以内部资源支付约15亿欧元，收购Puma约29.06%股权，交易 定位为战略投资，公司表明现阶段不考虑将Puma私有化。大摩认为，鉴于Puma拥有约90亿欧元的营收 规模及强大的品牌知名度，对安踏现有品牌组合可带来互补作用，相信是次交易将为安踏带来益处。 大摩表示，Puma在欧洲、拉丁美洲、非洲及印度市场有较高业务敞口，上述市场正是安踏目前业务占 比相对有限的地区，因此预计今次交易将对安踏的全球化发展带来积极贡献。交易估值相当于2027年预 测市销率0.8倍，考虑到Puma的品牌价值，大摩认为估值合理。 ...

Core Viewpoint - Dongpeng Beverage has officially launched its Hong Kong IPO, marking a significant milestone in its globalization strategy and setting a record for the largest IPO in the Asian beverage sector since 2020, showcasing its ambition to expand into global markets [1][10]. Group 1: IPO Highlights - The IPO features a record cornerstone investment lineup, with 15 leading global institutions collectively subscribing over $600 million, indicating strong confidence in the growth potential of the Chinese functional beverage sector and Dongpeng's business model [3][4]. - Qatar Investment Authority (QIA) led the cornerstone investment with $150 million, marking several firsts, including its first participation as a cornerstone investor in an A to H share IPO and the largest single cornerstone investment in the consumer sector [4]. Group 2: Financial Performance - Dongpeng Beverage is projected to achieve annual revenue exceeding 20.76 billion yuan in 2025, representing a year-on-year growth of over 31%, with net profit expected to range between 4.34 billion to 4.59 billion yuan, reflecting a growth of 30.46% to 37.97% [8]. - The company has consistently maintained high growth rates in revenue and profit from 2022 to 2025, establishing a strong foundation for long-term development and attracting global capital [8]. Group 3: Market Strategy - Dongpeng Beverage is positioned as a leader in the functional beverage market, leveraging a "1+6" multi-category strategy to optimize its product structure and drive growth in new categories [6]. - The company has developed a comprehensive sales network covering nearly 100% of China's prefecture-level cities, with over 3,200 distributors and 4.3 million active retail points, enabling efficient market penetration and product distribution [8]. Group 4: Global Expansion - The Hong Kong listing is a crucial step in Dongpeng's globalization strategy, with products already exported to over 30 countries and regions, and overseas subsidiaries established in Indonesia and Vietnam [9]. - The funds raised will focus on enhancing production capacity and upgrading the supply chain, supporting both domestic efficiency and global expansion efforts [9].

环球新材国际（06616）盘中涨超8%，截至发稿，股价上涨7.09%，报9.27港元，成交额2814.43万港 元。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 环球新材国际（06616）盘中涨超8%，截至发稿，股价上涨7.09%，报9.27港元，成交额2814.43万港 元。 环球新材国际发布公告，认购协议所载的全部先决条件均已达成，本金总额10亿港元的可换股债券发行 于2026年1月6日完成。可换股债券自2026年1月6日起已于维也纳证券交易所营运的Vienna MTF上市。 本公司亦已取得联交所批准换股股份上市及买卖。 金裕富证券发布研报称，此次开年海外公募融资的顺利落地，印证前期机构看好逻辑，也为环球新材国 际全球化发展提供了重要资本支撑。该行认为，公司短期股价受市场情绪扰动出现波动，但其核心成长 逻辑未发生变化——并购整合协同效应持续释放、全球龙头地位稳步巩固、行业增长红利持续兑现。公 司当前估值低于行业平均水平，有望进一步修复。 环球新材国际发布公告，认购协议所载的全部先决条件均已达成，本金总额10亿港元的可换股债券发行 于2026年1月6日完成。可换股债券 ...