Core Viewpoint - Lens Technology plans to acquire 100% equity of PMG International Co., LTD. through cash and other legal means, with specific transaction amounts and methods to be determined after due diligence and evaluation [1][4]. Group 1: Agreement Signing - The equity acquisition intention agreement was signed on December 10, 2025, in Hong Kong, between Lens Technology (Party A) and Leu Song-Show (Party B) [4]. - The specific transaction amount and plan will be negotiated further based on the results of due diligence, audit, and evaluation [4]. Group 2: Business Implications - PMG International Co., LTD. and its subsidiary, Yuan Shi Technology (Zhejiang) Co., Ltd., possess complete capabilities for specific customer server cabinet businesses, including necessary supplier qualifications, technology, intellectual property, R&D and business teams, production capacity, and facilities [5]. - The acquisition will enable Lens Technology to quickly gain mature technology and customer certifications in the server cabinet business, enhancing its core competitiveness in AI computing hardware solutions and facilitating its transformation into a global AI hardware innovation platform [5]. Group 3: Company Background - Lens Technology is an ODM company specializing in glass covers for smartphones and protective components for smart vehicles, serving major clients such as Apple and Tesla [5]. - The company has also been expanding into emerging smart terminal fields, including humanoid robots and AI glasses/XR headsets, providing comprehensive services from frames and lenses to complete assembly [5].

作者 | 一财 阿驴 11:31 A股午盘丨沪指半日跌0.46% 截至午盘，沪指跌0.46%，深成指跌0.18%，创业板指涨0.3%。 2025.12. 11 本文字数：1219，阅读时长大约2分钟 沪深两市半日成交额1.16万亿，较上个交易日放量206亿。全市场超4200只个股下跌。 11:14 港股走低，恒指转跌，此前一度涨1%；恒生科技指数跌0.6%。 11:08 创新药概念局部活跃，海创药业涨超11%，前沿生物涨超8%，重药控股此前涨停。 10:57 沪深两市成交额突破1万亿，较昨日此时放量近100亿。 10:54 摩尔线程拉升涨超16%，股价超850元，总市值超4000亿元。 | K R | C摩尔-U 688795 | | 半导体 -0.16% | | 同行对比 | | --- | --- | --- | --- | --- | --- | | | 855.00 +120.00 +16.33% | | 资金分析(万元) | | ? 排名 | | 李比 | +57.86% | | 王力流入: 38 | | | | 5 | 857.99 | | 4909606P | 23% | 22% | | પ | ...

Key Points - Yonghui Supermarket's stock may face significant decline risks after a short-term surge [1] - Fuzhijing Technology's actual controller reduced holdings by 1.0429 million shares during abnormal stock fluctuations [1] Investment Projects - Ninghu Expressway plans to invest 9 billion yuan in the construction of the Nanyang Yangtze River Bridge southern connection project [1] - China Shipbuilding Special Gas plans to invest approximately 870 million yuan to build an annual production facility for 3,383 tons of high-purity hydrogen sulfide and other electronic gases [1] Contract Wins - Jicheng Electronics won contracts totaling approximately 215 million yuan for multiple State Grid projects [1] - Beixin Road and Bridge secured a 180 million yuan engineering project [1] - Beijing Kerui won a 498 million yuan State Grid project [1] Equity Acquisitions - Blues Technology intends to acquire 100% of Peimei Gao International to expand into the AI computing infrastructure sector [1] - Daon Co. plans to acquire 80% of Ningbo Aisikai [1] - Alibaba Travel Investment intends to subscribe for 20% equity in Zhongxin Youyou through a 55% stake in Hangzhou Aixin [1] Share Buybacks - Xingyu Co. plans to repurchase shares with an investment of 200 million to 300 million yuan [1]

盘面上，贵金属、海南自贸区、商业航天题材活跃。 09:32 商业航天概念反复走强，再升科技4连板，华菱线缆、四川金顶涨停，中超控股、广联航空、鸿 远电子等跟涨。 09:25 A股开盘丨三大指数集体高开 个股方面，蓝思科技高开超7%，公司公告，拟收购裴美高国际有限公司100%股权，开拓AI算力基础设 施新赛道。 | R | 蓝思科技 300433 | 泰 消费电子 0.18% | | 同行对 | | --- | --- | --- | --- | --- | | | 31.00 +2.10 +7.27% 陆 | 21: A/H 27.42% | | | | 委比 | +97.53% | 资金分析(万元) 8303 | | ? 邦 | | 5 | 31.05 | 22 主力流入: | | | | મ | 31.04 | 12 0.0 | | | | | 31.03 | 27 主力流出: | 50% | 资金 50% | | | 31.02 | 3 0.0 | | 占比 | | | 31.01 | 41 王力净流入 | | | | | 31.00 | 5542 U.U. | | | | | 30.99 | 587 ...

今日关注 美联储降息25个基点。 财政部拟发行7500亿元到期续作特别国债。 11月CPI同比上涨0.7%。 沐曦股份披露首次公开发行股票并在科创板上市发行结果，网上20349股遭弃购。 2.财政部将于12月12日开展2025年到期续作特别国债发行。财政部有关负责人就此接受采访表示，2025年到期续作的7500亿元特别国债将在全国银行间债 券市场面向有关银行定向发行，期限品种包括10年期4000亿元、15年期3500亿元。发行过程不涉及社会投资者，个人投资者不能购买。2025年到期续作特 别国债是原特别国债的等额滚动发行，仍与原有资产负债相对应，不增加财政赤字。 3.12月10日，国家统计局公布数据显示，11月份居民消费价格指数(CPI)同比上涨0.7%，涨幅扩大；扣除食品和能源价格的核心CPI同比上涨1.2%，涨幅连 续3个月保持在1%以上。同期，工业生产者出厂价格指数(PPI)环比上涨0.1%，连续两个月上涨；同比下降2.2%，降幅比上月扩大0.1个百分点。 4.12月10日，市场有传闻称，香港证监会、港交所于上周五(2025年12月5日)联名致函IPO保荐人，称旨在表达监管层对近期所递交的新上市申请中所 ...

Key Points - Yonghui Supermarket (601933.SH) may face significant downside risk after a large short-term price increase [2] - Fuzhijun Technology (002222.SZ) saw its actual controller reduce holdings by 1.0429 million shares during the period of abnormal stock fluctuations [2] - Ninghu Expressway (600377.SH) plans to invest 9 billion yuan in the construction of the Nanyang Yangtze River Bridge southern approach project [2] - Jicheng Electronics (002339.SZ) won contracts totaling approximately 215 million yuan for multiple State Grid projects [2] - Lens Technology (300433.SZ) intends to acquire 100% of Peimei Gao International to expand into the AI computing infrastructure sector [2] - Xingyu Co., Ltd. (601799.SH) plans to repurchase shares with an investment of 200 million to 300 million yuan [2] - Zhuangyuan Pasture (002910.SZ) board member Ma Hongfu plans to reduce holdings by no more than 3% [2] - Ruili Kemi (001285.SZ) has received project designation from clients [3] - Guangliwei (301095.SZ) plans to establish a wholly-owned subsidiary in Singapore focused on application research and global sales [3]

美联储降息25个基点。 财政部拟发行7500亿元到期续作特别国债。 11月CPI同比上涨0.7%。 沐曦股份披露首次公开发行股票并在科创板上市发行结果，网上20349股遭弃购。 今日关注 重要的消息有哪些 1．国际货币基金组织（IMF）12月10日在京表示，尽管面临多重冲击，中国经济仍展现出显著韧性。IMF预 计2025年中国经济增速将达5%，较今年10月发布的《世界经济展望报告》上调0.2个百分点。 2．财政部将于12月12日开展2025年到期续作特别国债发行。财政部有关负责人就此接受采访表示，2025年到 期续作的7500亿元特别国债将在全国银行间债券市场面向有关银行定向发行，期限品种包括10年期4000亿元、 15年期3500亿元。发行过程不涉及社会投资者，个人投资者不能购买。2025年到期续作特别国债是原特别国债 的等额滚动发行，仍与原有资产负债相对应，不增加财政赤字。 3．12月10日，国家统计局公布数据显示，11月份居民消费价格指数（CPI）同比上涨0.7%，涨幅扩大；扣除 食品和能源价格的核心CPI同比上涨1.2%，涨幅连续3个月保持在1%以上。同期，工业生产者出厂价格指数 （PPI）环比上涨0 ...

【今日头条】 美联储如期降息25基点 但内部分歧加剧 美联储宣布了今年的连续第三次利率下调，但仍维持2026年仅一次降息的展望，显示决策层对未来政策 路径的分歧日益突出。联邦公开市场委员会(FOMC)以9比3的投票结果批准将联邦基金利率下调25个基 点至3.5%-3.75%区间，并在声明中微调措辞，暗示对未来降息时点的判断存在更大不确定性。 与此同时，美联储宣布了一项关键的流动性管理措施。自12月12日起，每月购买400亿美元国库券，以 重建在缩表期间大幅下滑的银行体系准备金。声明指出，随着此前缩减资产负债表(QT)的推进，准备金 已下降至"充裕水平的下限"，因此需要通过购买短期美债在未来"持续维持充裕的准备金供给"。 【大势展望】 国际银价续创历史新高 隔夜美股道琼斯工业平均指数比前一交易日上涨497.46点，收于48057.75点，涨幅为1.05%;标准普尔500 种股票指数上涨46.17点，收于6886.68点，涨幅为0.67%;纳斯达克综合指数上涨77.67点，收于23654.16 点，涨幅为0.33%。大型科技股多数上涨，高通涨超3%，特斯拉、亚马逊、博通、谷歌涨超1%。 储 能概念股、基建股涨幅居 ...

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 三连板再升科技：自2020年起向国际某知名航天公司直接供应"高硅氧纤维产品" 目前该产品暂无在手订单 再升科技发布股票交易风险提示公告，公司关注到有市场信息讨论公司向SpaceX供货相关事项。目前公司主要业务为以微纤维玻璃棉为核心材料，开发"干 净空气材料"、"高效节能材料"和"无尘空调产品"，应用于"工业空间、移动空间、生活空间"三大空间。经公司自查核实，公司高效节能材料中用于航空航 天领域的产品2024年度收入占公司营收比例不到0.5%；其中，公司自2020年起向国际某知名航天公司直接供应"高硅氧纤维产品"，2024年该项产品业务收入 占公司总营收比例极低，对公司业绩无重大影响，目前"高硅氧纤维产品"暂无在手订单。 两连板中央商场：授权公司管理层组织实施徐州店暂停营业计划 中央商场公告称，公司控股子公司徐州中央百货大楼股份有限公司位于江苏省徐州市大同街125号，自开业以来受市场环境、竞争加剧及物业租赁纠纷等因 素影响，经营困难。经过调整后，当前经营基本面仍未改善，减亏扭亏较难实现。公司决定启动暂停营业计划，并授权管理层组织实施。徐州店2022 ...

Core Viewpoint - The company, Lens Technology (300433.SZ), has signed a share acquisition intention agreement to purchase 100% equity of PMG International Co., LTD. from Leu Song-Show, enhancing its capabilities in AI computing hardware solutions [1] Group 1: Acquisition Details - The acquisition is set to take place on December 10, 2025, in Hong Kong [1] - The purchase will be made through cash and other legal means [1] Group 2: Strategic Benefits - The acquisition will allow the company to quickly gain access to mature technologies and customer certifications in the server cabinet business, including racks, slides, trays, busbars, and other components [1] - It will enhance the company's advanced liquid cooling system integration capabilities [1] - The combination of these new assets with the company's strong precision component manufacturing and vertical integration capabilities will significantly boost its core competitiveness in AI computing hardware solutions [1] Group 3: Market Positioning - This move is aimed at opening new avenues in AI computing infrastructure and accelerating the company's transformation into a global AI hardware innovation platform [1]