公司利润增长的主要原因：（1）公司各业务板块产销量稳步提升，其中铝合金车轮板块销量预计2,340 万只、再生铸造铝合金板块销量预计126万吨、功能中间合金板块销量预计12万吨，全年实现销售收入 预计320亿元（各业务板块销量、收入均为合并抵消后的对外数据）。（2）铝合金车轮板块海外产能布 局持续释放，泰国、墨西哥基地有序投产运营，显著增强了全球供应能力，同时高端客户销量稳步增 加，有效支撑了公司业绩的增长。（3）公司六氟磷酸锂业务受益于市场价格复苏，叠加战略投资者引 入，产能利用率与订单量稳步增长，自11月份开始已实现扭亏为盈，盈利能力持续向好。（4）公司持 续优化产品结构及客户矩阵，积极推进新材料、新产品在新能源汽车、人形机器人、航空航天、半导体 等新兴市场的应用拓展，为盈利能力的提升奠定了基础。 格隆汇1月5日丨立中集团(300428.SZ)公布2025年年度业绩预告，预计2025年1月1日至2025年12月31日 归属于上市公司股东的净利润8.3亿元-8.7亿元，同比增长17.38%-23.04%；归属于上市公司股东的扣除 非经常性损益的净利润75亿元-7.9亿元，同比增长23.42%-30.00%；本 ...

格隆汇1月5日丨立中集团(300428.SZ)公布2025年年度业绩预告，预计2025年1月1日至2025年12月31日 归属于上市公司股东的净利润8.3亿元-8.7亿元，同比增长17.38%-23.04%；归属于上市公司股东的扣除 非经常性损益的净利润75亿元-7.9亿元，同比增长23.42%-30.00%；本报告期内，公司聚焦主营业务， 深化全球产业链布局，重点拓展新材料、新产品在新兴领域的市场应用，提升高附加值产品占比，盈利 能力持续提升。 公司利润增长的主要原因：（1）公司各业务板块产销量稳步提升，其中铝合金车轮板块销量预计2,340 万只、再生铸造铝合金板块销量预计126万吨、功能中间合金板块销量预计12万吨，全年实现销售收入 预计320亿元（各业务板块销量、收入均为合并抵消后的对外数据）。（2）铝合金车轮板块海外产能布 局持续释放，泰国、墨西哥基地有序投产运营，显著增强了全球供应能力，同时高端客户销量稳步增 加，有效支撑了公司业绩的增长。（3）公司六氟磷酸锂业务受益于市场价格复苏，叠加战略投资者引 入，产能利用率与订单量稳步增长，自11月份开始已实现扭亏为盈，盈利能力持续向好。（4）公司持 续优化 ...

国际油价应声跳涨，黄金价格刷新历史新高——市场用最直接的方式，宣告了一个石油大国命运转折时刻的到来。 2026年炸裂开局：委内瑞拉总统马杜罗被美国活捉了。 美国总统特朗普下令突袭委内瑞拉，超150架美军飞机从西半球20个基地起飞，空袭委内瑞拉约3小时，抓走委内瑞拉总统马杜罗及其夫人。 这不是第一次。整整36年前的同一天，巴拿马政府首脑诺列加被美国抓走，并被引渡至美国，后来被美国法院判了40年监禁。历史以惊人的相似性重演，区别在 于，这一次的动机更加直白，手段更加精准。 诺列加 图源：网络 地下埋着金山，人民饿着肚子。 只用了一夜时间，委内瑞拉总统马杜罗夫妇从国家元首沦为"阶下囚"。 "我们将从地下开采出大量财富，"特朗普在记者会上直言不讳，"这些财富将流向美国，作为赔偿。" 美国终究还是没放下"世界警察"的角色，只是这次把手伸向了外强中干的委内瑞拉，这场持续仅三小时的"绝对决心"行动，既让大家看到了曾经嚣张的马杜罗土 崩瓦解，也让整个世界看到美国赤裸裸的强权逻辑。 惊魂三小时，将改变委内瑞拉 1月3日的行动，与其说是一场军事突袭，不如说是一份酝酿了十年的"账单"最终送达。 马杜罗是个好总统吗？在他执掌委内瑞拉 ...

Core Insights - The 2025 Zhejiang University alumni innovation and entrepreneurship annual list was unveiled at the "Seeking Truth and Gathering Strength: New Start for Science and Technology" forum, highlighting significant advancements in various high-tech fields [1][3] Group 1: Overview of the Annual List - The list includes four categories: listed companies, unicorns, quasi-unicorns, and seed unicorns, with a total of 317 listed companies, 34 unicorns, 229 quasi-unicorns, and 100 seed unicorns [3] - The "2025 Zhejiang University Innovation and Entrepreneurship Annual Person" award was given to Liang Wenfeng, the founder of DeepSeek [3] Group 2: Featured Companies and Technologies - Ten companies were recognized in the "Seeking Truth Golden Eagle" list, covering fields such as artificial intelligence, quantum computing, integrated circuits, aerospace, embodied intelligence, and new materials [1][3] - In the new materials sector, Qingyun New Materials broke a 50-year monopoly in flash evaporation special materials, achieving large-scale commercial production and optimizing existing technology paths [3] - Tuokai Technology has also broken foreign monopolies in high-end optical and medical polymer materials, achieving self-controlled key materials [3] Group 3: Integrated Circuits and AI - In the integrated circuit field, Jindie Space focuses on high-performance processor core design based on the open-source RISC-V architecture, aiming to build a self-controlled CPU ecosystem in China [4] - Zhihe Computing is developing a "unified computing and AI reasoning" CPU chip based on the RISC-V architecture, collaborating with Jindie Space to accelerate the maturity and application of domestic chip architecture [4] Group 4: Robotics and Aerospace - In the embodied intelligence sector, Qianxun Intelligent is implementing its humanoid robot "Xiao Mo" in production lines, marking a significant step in the large-scale deployment of humanoid robots [4] - Diwei II is advancing the "Oriental Eye" space-time intelligent satellite constellation, consisting of 258 AI satellites, and is the first private company to participate in the Chang'e 8 lunar exploration program [5] - Logic Bit is focused on achieving low-error-rate scalable superconducting quantum computing, with its quantum chip having set three global records [5] Group 5: Industry Trends and Goals - The Zhejiang University alumni association emphasizes the importance of open-source technology and ecosystem building among "Zhejiang University system" hard-tech companies, aiming to reduce costs and enhance efficiency in technology applications globally [5]

人民财讯1月2日电，乔锋智能日前在机构调研时表示，公司高度关注液冷散热（含新能源汽车、AI服 务器）、机器人、航空航天等下游新兴领域机会。当前，AI服务器算力密度提升，功耗激增，需要更 高的散热效率和效果，因此对液冷散热需求快速提升；新能源汽车亦需依托液冷技术升级电池热管理。 液冷散热核心部件如液冷板、接插头需要数控机床加工，且对加工的"精度、效率"要求较高，对此，公 司依托高速钻攻中心、立式加工中心、数控车床等产品，针对性调整设备参数适配相关加工需求，更好 匹配客户加工场景，有效满足客户液冷散热核心部件的精密加工需求。 转自：证券时报 ...

Group 1 - The core viewpoint of the articles highlights the accelerated influx of insurance capital into the primary market, driven by regulatory guidance and a low-interest-rate environment, with insurance institutions contributing significantly to private equity funds [1][2] - In 2025, insurance institutions contributed a total of 1,097.56 billion yuan to private equity funds, marking a 55.85% increase compared to the same period in 2024 [1] - The top three insurance companies in terms of contributions to private equity funds in 2025 were China Pacific Life Insurance (205.99 billion yuan), Ping An Life Insurance (150 billion yuan), and Sunshine Life Insurance (114.88 billion yuan) [2] Group 2 - Insurance capital's participation in the primary market is facilitated through various investment methods, including fund-of-funds, direct investment funds, and proprietary capital [3] - In the first half of 2025, insurance asset management institutions registered equity investment plans totaling approximately 268 billion yuan, reflecting a year-on-year growth of 188% [3] - The significant performance of insurance capital in the primary market is attributed to three main factors: the need to address "asset scarcity," supportive regulatory policies, and the natural alignment of insurance capital characteristics with equity investments [3] Group 3 - Insurance capital is primarily directed towards future industries and new productive forces, promoting a shift towards more rational and patient value investing in the market [4] - Notable investments include a 50 billion yuan fund initiated by China Life Asset Management focused on hard technology, and a 100 billion yuan fund established by PICC aimed at modernizing industrial systems [4][5] - Insurance capital is characterized as "patient capital," favoring long-term investments in sectors aligned with national strategies, such as hard technology, AI, and healthcare [5] Group 4 - Despite the growing scale of insurance capital investments, not all general partners (GPs) are favored; insurance capital has stringent requirements for GP selection based on management scale, historical performance, and team capabilities [6] - Preferred GPs include those with insurance or state-owned backgrounds, as well as top-performing market-oriented GPs [6] - The collaboration between insurance capital and GPs is influenced by the need for alignment in long-term interests and risk management strategies [6][7]

A股2025年本周三收官，沪指以红盘报收。截至收盘，沪指上涨0.09%报3968.84点，深成指下跌 0.58%，科创50、创业板均下跌逾1%。回顾全年，沪指上涨18.4%，深成指上涨29.9%，科创50上涨 36%，创业板指数上涨49.6%。数据显示，全年近八成个股上涨，逾500只个股翻倍。展望2026年，大多 业内人士认为，市场反弹将延续，可重点关注科技股和消费股。 通信、有色、电子涨幅居前 2025年注定载入中国资本市场发展史册：A股总市值首破百万亿元大关，实现历史性体量跨越。市值规 模居全球第二，仅次于美股。 纵观全年，A股主要指数均在4月初触底后一路高歌猛进，沪指从年内低位3040点起步，一度冲破4000 点大关，全年涨幅接近20%，创出近6年来最佳年度表现。 从市场风格来看，成长股呈现领涨态势。AI算力、新能源、半导体等科技主线成为2025年市场核心驱 动力。业内认为，这一轮科技成长行情并非偶然，背后是政策、技术、资金三重力量的共振。政策底与 产业底的叠加，为科技企业营造"天时"；关键技术突破打破"卡脖子"困境，构建"地利"；全球资金再配 置下的"中国资产重估"，带来"人和"。 根据统计，从行业来 ...

Core Viewpoint - Tongguang Cable (300265.SZ) is actively involved in the aerospace sector with its high-temperature resistant cables and has established a joint venture with Yangtze Optical Fibre to enhance its fiber optic cable production capabilities [1] Group 1: Product Applications - The company's high-temperature resistant cables are specifically designed for the aerospace industry [1] - The robot cables produced by the company's subsidiary are primarily used in industrial automation [1] Group 2: Joint Ventures and Collaborations - The company has formed a joint venture with Yangtze Optical Fibre, focusing on the research, development, production, and sales of fiber optic cables [1] - Teams from both companies have officially commenced work on the joint venture [1]

证券日报网讯12月30日，海阳科技（603382）在互动平台回答投资者提问时表示，公司的产品下游应用 领域广泛，未直接应用于航空航天领域中，客户的下游是否应用，公司未获悉。 ...

每经AI快讯，12月30日，南模生物(688265.SH)公告称，公司拟作为有限合伙人认缴出资人民币6500万 元参与上海心聚策源一期创业投资合伙企业(有限合伙)的扩募，扩募后基金规模为4.32亿元，公司出资 比例为15.05%。该基金投资范围包括新材料、人工智能、航空航天、量子科技、机器人、高端装备、 生物产业等战略性新兴产业的科技创新型项目和企业。 ...