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乐通股份: 关于控股股东部分股份被冻结的公告
Zheng Quan Zhi Xing· 2025-07-04 16:34
证券代码:002319 证券简称:乐通股份 公告编号:2025-055 珠海市乐通化工股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记 载、误导性陈述或重大遗漏。 风险提示: 珠海市乐通化工股份有限公司(以下简称"乐通股份"、"公司")控股股东深圳市 大晟资产管理有限公司(以下简称"大晟资产")及其一致行动人深圳市优悦美晟企 业管理有限公司(以下简称"优悦美晟")累计质押股份数量占其所持公司股份数量 的比例已超过80%;大晟资产及一致行动人优悦美晟所持公司股份被司法冻结占其 所持股份的2.90%。敬请投资者注意相关风险。 一、本次股份冻结的基本情况 公司于近日收到了中国证券登记结算有限责任公司下发的《证券质押及司法冻 结明细表》,获悉控股股东大晟资产所持有公司的部分股份被司法冻结,具体情况 如下: 是否为控股 是否为 本次冻结 股东 股东或第一 占其所持 占公司总 限售股 股份数量 起始日 到期日 冻结执行人 原因 名称 大股东及其 股份比例 股本比例 及限售 (股) 一致行动人 类型 大晟 是 1,770,638 3.41% 0.85% 否 资产 法院文 书 是 9,959 ...
COMEX白银多头趋势强劲 美联储独立性引发担忧
Jin Tou Wang· 2025-07-03 09:43
Group 1 - COMEX silver prices have increased significantly, currently trading at $37.20 per ounce, with a rise of 1.10% from the opening price of $36.79 per ounce [1][5] - The highest price reached today was $37.24 per ounce, while the lowest was $36.57 per ounce [1][5] Group 2 - Concerns regarding the independence of the Federal Reserve have been raised, with two-thirds of reserve managers expressing worries about political interference affecting monetary policy [3] - Since President Trump took office, his public criticism and pressure on the Federal Reserve have led to a reassessment of the dollar's reliability as a safe-haven asset [3] - Approximately 35% of central banks surveyed believe the U.S. may require allies to convert medium- to long-term debt into ultra-long-term zero-coupon bonds, reflecting concerns over U.S. debt management strategies [4] - Despite these concerns, nearly 80% of respondents expect the dollar to maintain its status as the global reserve currency, with the dollar currently accounting for 58% of global foreign exchange reserves [4] - However, 29% of central banks plan to reduce investments in U.S. assets in the future, indicating a gradual decline in the attractiveness of dollar-denominated assets [4]
deepseek崩了
Xin Lang Cai Jing· 2025-07-03 07:47
Core Insights - DeepSeek experienced a dramatic 24-hour period, achieving a peak of 30 million daily active users but subsequently suffering multiple service outages, highlighting the AI industry's focus on performance over stability [1][3] - The incident revealed systemic risks within DeepSeek's infrastructure, prompting a reevaluation of AI companies' approaches to stability as they transition from speed competition to endurance challenges [1][3] Group 1: Service Outage Details - The outage was not an isolated incident but a systemic risk, starting with a complete API service interruption that saw a 100% failure rate for developer calls [3] - The first failure occurred at 10:55 AM, with partial recovery by 11:32 AM, but a more severe crash followed, leading to a total service outage until 4:43 PM [3] - The economic impact was significant, with one enterprise reporting a 500% increase in customer complaints and direct losses exceeding 2 million yuan [3] Group 2: Technical Challenges - DeepSeek attributed the outages to sudden traffic spikes, system upgrades, and infrastructure fluctuations, but three structural issues were identified [5] - The first issue was a failure in traffic prediction, as user growth surged from zero to 30 million in just seven days, overwhelming server resources [5] - The second issue was the vulnerability of GPU clusters, which faced severe delays and data loss during peak traffic, leading to system protection mechanisms being triggered [5] - The third issue stemmed from the open-source model, which increased third-party deployments by 300%, further straining server capacity [6] Group 3: Recommendations for Stability - The incident underscored the need for a comprehensive stability assurance system in the AI industry, encompassing both technical and commercial aspects [7] - Upgrading technical architecture is essential, with examples like GMI Cloud's high-bandwidth GPU interconnects and Meta's software optimizations to improve task scheduling efficiency [7][8] - Innovations in business models, such as DeepSeek's private deployment option for enterprise clients, can alleviate pressure on public services [8] - The establishment of industry standards for AI service stability is crucial, with proposed requirements for top service providers to achieve 99.9% availability [8]
英国内阁大臣Nick Thomas-Symonds:就推进(社会福利改革)问题的解决而言,稳定性“绝对至关重要”。(英国天空新闻)
news flash· 2025-07-02 18:31
Core Viewpoint - Stability is deemed "absolutely crucial" for addressing the issue of advancing social welfare reform according to UK Cabinet Minister Nick Thomas-Symonds [1] Group 1 - The emphasis on stability highlights its importance in the context of social welfare reform initiatives [1]
UnitedHealth: Buy Or Sell UNH Stock At $325?
Forbes· 2025-07-02 14:30
CANADA - 2025/04/06: In this photo illustration, the UnitedHealth Group logo is seen displayed on a ... More smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images UnitedHealth’s stock (NYSE:UNH) has undergone a noticeable decline, decreasing from a peak of around $600 in April to about $275 in May, and then making a slight recovery to $325. This drop followed the company’s announcement of disappointing Q1 results, the later ...
复盘2025综艺市场上半年,谁讲好了「确定力大于一切」的故事?
3 6 Ke· 2025-07-02 12:18
Core Insights - The variety show market in the first half of 2025 has shown stability in content supply and popularity, with major platforms like iQIYI, Tencent Video, Youku, and Mango TV maintaining a consistent release schedule, leading to a competitive environment where multiple platforms have shows airing almost every day [1][3][4] - iQIYI has emerged as a leader in the new variety show segment, holding a significant market share with four out of the top five shows and six out of the top ten shows, indicating a strong performance in content creation and audience engagement [1][5][10] - The trend of sponsorship in variety shows has stabilized, with many successful shows securing multiple brand sponsors, although the ability to attract sponsorship has become more evenly distributed among top shows [1][20][31] Content Changes - The variety show market is undergoing a transformation, focusing on creativity and quality, with a notable shift towards "pure" content that meets audience demands [4][15] - The "N-generation" variety shows are being revitalized, with innovative formats and themes that resonate with viewers, such as "Planting Season 3," which emphasizes agricultural responsibility and community engagement [5][7][10] - New IPs are being introduced to invigorate the market, with shows like "A Journey of Flowers" leading the charge in providing fresh content and engaging narratives that appeal to diverse audiences [10][12][14] Commercialization Trends - The commercialization of variety shows is evolving, with a focus on emotional marketing that resonates with younger audiences, as seen in shows like "A Journey of Flowers" and "New Rap 2025" [20][21][25] - Brands are increasingly leveraging variety shows for scene-based marketing, creating immersive experiences that extend their reach and engagement with consumers [26][29] - The market is witnessing a blend of new and established brands utilizing variety shows for exposure, with data indicating that beverage and internet brands dominate sponsorship visibility [31][33]
英科医疗: 英科医疗科技股份有限公司英科转债跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-27 16:16
资金运 作风险 跟踪期 内 英 科 医疗 持 有 大 量 美 元 等 外 币资金 未 进 行 结 汇 并将 较 多 资 金 用 于 银 行 理 财 产 品等投 资 同 时 通 过 大 幅 增 加 人 民 币借 款 以 满 足 日常 运 营所 需 资金 需关注资金运 作风险 新 增 产 能释 放 风 险 英 科 医 疗在 建项 目投 资规 模 很 大 随着市场环境变化 需 关注公司后续产 能建设节奏 以及 新 增 产 能释 放 风 险 原 材料成 本控制压力 原 材 料 成本 在 英 科 医 疗 生 产 成 本 中 占比较 高 公司持续面临 原材料成本控 制压力 权 益 资本稳定性偏弱 英 科 医疗 权 益 资 本 主 要 为 未 分配 利 润 权 益 资本 稳 定 性 偏 弱 易受 现 金 分 红 等 影 响 跟 踪 评级 结 论 通 过 对 英 科 医 疗 主 要 信 少} j风 险 要 索 及 鱿 乡 向 上述 债 项 偿 付 安 全 性 相 关 1川索 的 跟 踪 分 析 评估 本 评 级 机 构 认为 共跟 踪 期 内信 用 质 址 无 实质 性变 化 决 定维 持 主 体 信 用 等 级 评级 展 ...
2025年中国锂电设备恢复增长,预计市场规模超900亿元!
起点锂电· 2025-06-26 10:41
倒计时15天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题: 换电之城 智慧两轮 主办单位: 起点锂电、起点钠电、起点两轮车及换电 活动时间: 2025年7月10-11日 活动地点: 深圳宝安登喜路国际酒店2楼国际厅 活动赞助/演讲/合作单位: 雅迪科技集团/台铃集团/新日股份/菜鸟集团/嘟嘟换电/司马出行/河豚换电/派能科技/创明新能源/多氟多/博力威/睿恩新能源/诺达智 慧能源/时代瑞象/优旦科技/逸飞激光/盾创科技/博观科技/尚闻科技/威胜能源/兆科动力/中国钠电/比克电池/鹏辉能源/蓝京新能源/亿纬锂能/星恒电源/先导智能 /小安科技 /鑫晟达/精锐精密 等 起点研究院 SPIR 数据显示, 2024 年全球锂电池设备规模为 792 亿元,同比下降 26.2% 。下降主要原因为下游锂电池企业扩产进度放 缓及锂电设备价格下降。 前两年锂电池行业处于竞争白热化状态,内卷加剧,但长期来看,下游新能源汽车及储能市场对锂电池需求增长明 确,同时叠加退役设备的更新换代及产线改造, 锂电池设备需求未来 2-3 年将呈持续增长态势。 起点研究院 SPIR 预计 到 2027 年全球锂电设备市 ...
霍尼韦尔中国总裁:中国供应链的稳定性是企业长期布局的信心基石
news flash· 2025-06-26 07:20
Core Viewpoint - China is becoming a significant market and innovation source for Honeywell, with products developed based on current and future local demands [1] Group 1: Market Position and Strategy - Honeywell's products in China are tailored to meet local customer requirements, which also opens up more application scenarios overseas [1] - The company emphasizes the importance of growing alongside customers and supporting their development [1] Group 2: Supply Chain Resilience - Honeywell's China President praised the robustness of China's industrial sectors and the responsiveness of its supply chain [1] - A strong team of engineers in China is highlighted as a crucial support for Honeywell's operations in the region [1] - Despite global challenges in the aviation supply chain, the stability of China's supply chain remains a foundation for long-term business confidence [1]
600MW/2400MWh!新疆两大储能项目同日开工
东方旭能柯坪40万千瓦/160万千瓦时 独立储能 项目 6月25日,东方旭能柯坪40万千瓦/160万千瓦时 独立储能 项目在新疆阿克苏柯坪县光伏园区正式开工。项目 总投资达30亿元 ,占地200余亩,由 东 方旭能(山东)科技发展有限公司投建 。 文 | 中关村储能产业技术联盟 项目由 常州尚威环境服务有限公司投资建设,总投资约7亿元 ,规划用地约90亩,将新建一座200MW/800MWh的储能电站,配套建设1座220千伏升 压站及100米外送线路, 工程计划于今年12月并网运行。 项目建成投产后,将显著增强麦盖提县电网的调峰能力与运行稳定性,为风能、太阳能等可再生能源的规模化消纳与高效利用构建关键支撑平台。 项目投资 建设期预估为6个月,生产运营期为20年 。项目建成后,年产值将达到2亿元,贡献税收900万元以上,可解决当地就业约30人。 此外,柯坪县地处750阿楚断面输电通道关键节点,项目并网后,可通过灵活调频调峰快速响应电网削峰填谷等供需变化,直接改善阿克苏、和田、喀什 乃至南疆片区电网的稳定性,对提升区域新能源消纳水平、促进县域经济社会高质量发展具有重要意义。 常州尚威喀什地区麦盖提县20万千瓦/80 ...