泰坦科技(688133)12月22日晚间公告，公司收购ASL100%股权事宜已完成相关的境外投资备案及审批程 序，并先后取得上海市商委出具的《企业境外投资证书》、上海市发展和改革委员会出具的《境外投资 项目备案通知书》，并通过了英国投资国家安全审查程序。 公司、ASL与ASL股权持有人Central Glass日本于近日共同签署《交割确认书》，各方共同确认：本次 交易交割条件均已满足。公司已按照《股权买卖协议》约定向卖方一次性支付全部股权收购款，卖方确 认已收到全部股权收购款。 泰坦科技在12月22日晚最新公告中表示，本次交割完成后，ASL成为公司的全资子公司，纳入公司合并 报表范围；标的公司交割日审计、内部控制管理整合等工作将有序开展。本次交易符合公司发展战略， 将为公司在多个方面带来提升，同时能和标的公司形成有效协同：不仅为公司带来一系列创新产品，还 新增海外生产和经营实体。公司将在全球范围内对现有的供产销全业务链条实施整合，本次交易加快了 公司海外布局步伐。 泰坦科技同时提示风险，本次交易为境外收购，标的公司的日常运营币种为英镑，后续在标的公司运营 过程中，外汇汇率变化可能给公司带来汇兑损失风险。本次交 ...

此前的12月1日，比亚迪发布公告披露销量数据：11月汽车销量为480186辆，去年同期销量为506804 辆；今年1-11月，汽车累计销量达418万辆，同比增长11.3%。从具体数据来看，当月乘用车销量为 474921辆，其中包含纯电动汽车237540辆、插电式混动汽车237381辆。 对于后续发展，王传福也给出明确方向，他表示后面还有重磅技术发布。在他看来，比亚迪的核心竞争 力在于技术，公司麾下12万工程师团队，是公司后续技术攻坚、重塑领先优势的关键底气与支撑。 12月以来，比亚迪接连迎来海外布局与市场业绩相关的重要动态，一方面其欧洲首家汽车工厂即将投 产，另一方面11月销量创下年内新高，同时企业也直面当前市场挑战，明确后续技术攻坚方向。 比亚迪集团品牌及公关处总经理李云飞表示，11月销量再度创下年内新高；与此同时，海外销售突破13 万辆，同样创下历史新高。 12月20日，据多家媒体报道，中国第一家欧洲汽车工厂——比亚迪匈牙利工厂即将投入生产，该工厂规 划年产30万辆电动车，标志着比亚迪海外本地化生产布局迈出关键一步。 12月初，比亚迪在深圳坪山举行临时股东大会。会上，比亚迪董事长兼总裁王传福针对市场情况作 ...

Core Viewpoint - Yidelong (sh603380) reached its daily limit with a price of 38.54 yuan, marking a 10.01% increase and a total market capitalization of 6.278 billion yuan, driven by governance optimization, overseas expansion, and performance growth [1][2]. Group 1: Governance and Strategy - The company has recently revised 22 governance policies, including those related to related party transactions, external guarantees, and fundraising management, in response to the new Company Law, enhancing its governance structure and internal control system [2]. - Yidelong is advancing its international strategy by increasing capital in its Hong Kong subsidiary and expanding its factory in Mexico, which is expected to open new market opportunities [2]. Group 2: Financial Performance - In the first three quarters, the company's net profit grew by 26.8%, with a non-recurring net profit increase of 94.34%, and return on equity (ROE) improved by 1.64 percentage points, indicating strong profitability [2]. - The company's operating cash flow net amount increased significantly, improving by 524%, which reflects a healthier financial condition and enhanced collection capabilities [2]. Group 3: Market and Technical Analysis - The electronic manufacturing services sector has recently attracted market attention, with some peer companies experiencing active stock performance, contributing to Yidelong's price increase through sectoral momentum [2]. - Technical indicators such as the MACD forming a golden cross or the stock price breaking through significant resistance levels may attract technical investors and lead to further capital inflow [2].

江山项目：加码智能制造，夯实国内高端产能 健盛集团全资子公司浙江健盛集团江山针织有限公司深耕针织领域多年，在棉袜生产、供应链管理及客 户服务等方面积累了深厚的行业经验，年营收超6 亿元。为满足市场需求，实现产业升级，公司拟投资 建设江山棉袜智能制造工厂项目，项目投资总额35,000 万元，所需资金由浙江健盛集团江山针织有限公 司以自筹资金出资实施本项目。 根据市场需求和企业现状，项目搭建ERP、MES、SCM 等一体化数字化管理系统，打造高档棉袜智能 制造平台。项目产品将通过减少缝合线数量提升穿着舒适度，同时满足市场对棉袜时尚化、个性化的需 求，进一步提升产品品质与品牌附加值，巩固公司在针织领域的领先地位，为浙江省现代纺织产业升级 注入新活力。项目建成后，可实现年产1 亿双高档棉袜的生产能力，大幅降低用工数量，提升生产效率 与成本管控能力。 公司拟依托多年棉袜行业技术积淀，生产经验与供应链资源，整合自动化生产设备、数字化管理系统、 柔性化生产工艺及智能化质量管控模块，形成标准化棉袜智能生产整体解决方案。 在埃及投资建设年产1.8 亿双棉袜，1200 万件无缝内衣等产品的综合性生产基地，是健盛集团基于长远 发展 ...

New IPOs - The largest biotech IPO in Hong Kong for 2025 is initiated by Insilico Medicine (03696), which boasts the fastest global progress in AI drug development [1] - Lin Qingxuan (02657) will conduct its IPO from December 18 to December 23, attracting cornerstone investors like Fidelity [1] - Woan Robotics (06600) is set to launch its IPO during the same period, with an expected listing date of December 30 [1] - Meilian Holdings (02671) and Wuyi Vision (06651) will also hold their IPOs from December 18 to December 23, both expected to list on December 30 [1] - Xun Ce (03317) will follow the same IPO schedule, with a listing anticipated on December 30 [1] - Zhihui Mining (02546) achieved a remarkable 5248.15 times subscription in its public offering, with a listing date of December 19 [1] - China National Airlines (00753) plans to invest in Shenzhen Airlines' equity financing, with Kunhang Investment, a state-owned entity, being shortlisted [1] - Sensetime-W (00020) intends to place 1.75 billion new Class B shares, aiming to raise approximately HKD 3.146 billion [1] - Fosun Pharma (02196) is enhancing its overseas innovative drug strategy by signing a cooperation and option agreement with Clavis Bio [1] - WuXi AppTec (02359) invested around EUR 30 million to acquire a 3.22% stake in a French biopharmaceutical fund [1] - Minhua Holdings (01999) plans to acquire 100% equity in the American soft furniture company Gainline Recline Intermediate Corp [1] Share Buybacks - Tencent Holdings (00700) repurchased 1.055 million shares for HKD 636 million on December 18 [2] - Xiaomi Group-W (01810) spent HKD 151 million to buy back 3.75 million shares on the same day [2] - COSCO Shipping Holdings (01919) repurchased 5.9 million shares for HKD 80.557 million [2] - Country Garden Services (06098) bought back 2.7 million shares for HKD 17.136 million [2] - Jiangsu Ninghu Expressway (00177) saw an increase of 52.862 million shares by Yunsong Capital [2]

本报记者 吴奕萱 山东隆湶律师事务所主任、高级合伙人李富民在接受《证券日报》记者采访时分析："希腊地处欧、亚、非三大洲交会的 关键节点，能助力三变科技快速辐射东欧、南欧及中东地区。近年来希腊大力推进能源转型，太阳能、风能电站规模化建设与 老旧电网智能化升级同步推进，为变压器等核心电力设备带来持续刚性需求，也为企业开辟了广阔市场空间。" 三变科技加码海外布局在今年并非个例，2025年以来，多家行业头部企业均释放出海外扩张信号。 这一现象的出现并非偶然，而是技术积累、市场需求与政策支持多重因素共同作用的结果。回溯早年"产品出口"阶段，国 内企业多依托成本优势抢占中低端市场，但贸易壁垒、技术标准差异、售后服务滞后等痛点日益凸显，制约了海外业务的可持 续发展。如今转向"设备+服务+投资"综合模式，是国内企业对海外市场需求的精准回应。 在全球能源转型与新兴市场基建需求的双重驱动下，2025年中国电力设备企业海外布局动作频频，多家上市公司披露全球 化布局新举措。 相关机构人士在接受记者采访时表示："新兴市场需要全套基建解决方案，欧美市场则更看重技术适配性与本地化服务， 这种转型能有效提升相关企业的产业链地位，增强抗风险能 ...

【#京东回应34.73亿港元买楼##京东34.73亿港元买楼#】继阿里之后，京东也在加速布局中国香港市 场。 丽新国际与丽新发展联合公布，丽新发展向独立第三方Jasmine Investment Development IV，全数出售位 于香港干诺道中3号一幢27层高办公大楼之特定部份50%权益，估计代价约34.73亿港元，卖方为一家投 资控股控股公司。 经记者核实，该收购方实为京东控股的投资主体。对此，京东方面相关人士明确向《科创板日报》表 示，此次收购目的为自用，同时强调"京东始终看好在香港的发展，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。" 工信部信息通信经济专家委员会委员盘和林向《科创板日报》记者分析称，今年双十一期间，京东保持 增长且增速优于竞争对手，海外布局带动的销量提升是关键因素，这为京东注入了更强的出海信心。 他指出，香港是多数互联网企业出海的首选站，对京东而言，出海后需构建连接国内与海外的供应链体 系，而香港能有效拉近其与重点关注的东南亚市场的距离，设立海外驻点成为必然需求，此次购楼正是 这一战略的具体落地。（智通财经） ...

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Core Insights - The report highlights a significant decline in domestic photovoltaic (PV) installations in October 2025, with new installations at 12.6GW, representing a year-on-year decrease of 38.3% but a month-on-month increase of 30.4% [1] - Cumulative PV installations from January to October 2025 reached 252.87GW, showing a year-on-year growth of 39.5% [1] - The inverter export value in October 2025 was 4.82 billion yuan, reflecting a year-on-year increase of 3.4% but a month-on-month decline of 5.2% [1] Domestic PV Installations - In October 2025, new domestic PV installations were recorded at 12.6GW, down 38.3% year-on-year and up 30.4% month-on-month [1] - Cumulative new PV installations from January to October 2025 totaled 252.87GW, marking a 39.5% increase compared to the same period last year [1] Component Exports - The export value of PV components in October 2025 was 16.08 billion yuan, up 4.9% year-on-year but down 19.5% month-on-month [1] - Cumulative component exports from January to October 2025 reached 168.26 billion yuan, a decrease of 11.8% year-on-year [1] - The export volume of PV components in October 2025 was 19.4GW, reflecting a year-on-year increase of 3.3% but a month-on-month decrease of 24.3% [1] Inverter Exports - The total inverter export value for the first ten months of 2025 was 53.31 billion yuan, showing a year-on-year increase of 7.2% [2] - In October 2025, the export value of inverters to Europe was 1.7 billion yuan, down 9.8% year-on-year and 9.9% month-on-month [2] - Exports to Asia were 1.5 billion yuan, up 7.1% year-on-year but down 11.5% month-on-month [2] Solar Power Generation - Solar power generation in October 2025 increased by 5.9% year-on-year, with a total output of 39.37 billion kWh [2] - The share of solar power in the total industrial power generation was 4.77%, with a slight decrease of 0.86 percentage points month-on-month [2] - Total power generation in October 2025 was 800.2 billion kWh, reflecting a year-on-year increase of 7.9% [2] Recommended Companies - Companies recommended for investment include Aiko Solar, Longi Green Energy, Daqo New Energy, and others focusing on various segments of the solar industry [3]

2025年12月4日，美盈森集团股份有限公司（以下简称"美盈森"）以线上腾讯会议形式接待了特定对象 调研，长城基金、中银基金、农银汇理基金、申万宏源轻工等4家机构参与。公司董事会秘书刘会丰及 证券事务代表闻敏出席接待并就公司经营发展相关问题与机构进行了深入交流。 投资者关系活动基本信息 据美盈森披露的投资者关系活动记录表显示，本次调研活动类别为特定对象调研，于2025年12月4日 （周四）通过腾讯会议（会议号：207 324 171）线上召开。参与本次调研的机构及人员包括长城基金柴 程森、中银基金丁雅纯、农银汇理基金蒲天瑞、申万宏源轻工张海涛。上市公司方面，董事会秘书刘会 丰与证券事务代表闻敏共同参与接待。 海外布局方面，公司称将根据下游市场需求针对性安排产能扩张计划，目前已有部分海外新产能在筹划 中。谈及海外工厂的竞争优势，美盈森提到，由于出海较早具备先发优势，叠加产品研发设计、服务及 多区域布局等综合实力，形成了一定的市场竞争力。 利润率目标稳定，多举措应对成本与汇率波动 机构关注明年国内外业务利润率能否维持当前水平，公司回应称，近年来通过开发高附加值客户、主动 减少低毛利订单，叠加海外业务增长，整体利润 ...