证券之星消息，巨星科技发布业绩预告，预计2025年全年归属净利润盈利24.19亿元至27.64亿元。 公告中解释本次业绩变动的原因为： 1、2025 年，受国际贸易环境剧烈波动影响，公司整体的生产和交付节奏在二季度受到明显影响，后续 海外产能恢复正常，但国内产能仍然受到了关税的负面影响；同时，额外的关税成本推高了行业的平均 售价，使得行业销量出现了显著下滑。公司积极应对，加快推动国际化步伐和产品创新力度，随着三季 度公司越南和泰国新产能的投放，以及公司新产品尤其是电动工具产品的显著增长，预计全年公司收入 同比基本持平。 2、2025 年，尽管人民币兑美元汇率对公司有一些负面影响，但公司较高的国际化水平和产品创新效率 大幅度降低了公司盈利能力对汇率的波动程度，同时，公司依靠跨境电商等直销业务和新产品销售的增 加有效提升了毛利率水平，预计归母净利润将有所增长。2025 年四季度美国 arrow 工厂搬迁预计产生 额外费用 1000 万美元，以及四季度由于汇率波动产生汇兑损失，影响了四季度的归母净利润。 3、近期，公司新接订单同比有所增长，2026 年，公司将积极布局新业务和新产品，争取重回合理的增 长区间。 巨星 ...

Group 1 - The company plans to issue overseas shares (H shares) and list on the Hong Kong Stock Exchange to support business development, advance internationalization strategy, and diversify financing channels [1] - The company is currently in discussions with relevant intermediaries regarding the specific progress of the issuance, with details yet to be determined [1] - The issuance will not result in a change of control for the major shareholders or actual controllers [1] Group 2 - Once the plan is finalized, it will require approval from the board of directors and shareholders, as well as filing and approval from multiple regulatory agencies, indicating significant uncertainty regarding its final implementation [1]

Core Viewpoint - Company is officially launching its Hong Kong IPO, aiming to enhance its international strategy and overseas business development while increasing its overseas financing capabilities [1] Group 1: IPO Details - The company plans to issue 45.8 million H-shares with an upper limit of HKD 104.80 per share, targeting a maximum fundraising amount of nearly HKD 4.8 billion before the green shoe option [1] - The IPO is set to start on December 31, 2025, and end on January 7, 2026, with the listing on the Hong Kong Stock Exchange scheduled for January 12, 2026 [1] - A cornerstone investor group, including international long-term funds and top private equity funds, has committed a total of HKD 2.174 billion, accounting for 45.28% of the offering [1] Group 2: Company Overview - The company is a global fabless semiconductor design firm, primarily focusing on CMOS image sensors (CIS) as its main product [1] - It operates three main business lines: image sensor solutions, display solutions, and analog solutions, providing a diverse range of image sensors, display products, analog ICs, and other semiconductor components [1] Group 3: Use of Proceeds - The funds raised from the IPO will be allocated towards research and development, global market penetration, and supporting the company's expansion in high-growth sectors and global layout [1]

本次投资是基于公司海外发展需要进行的部署和安排，项目依托波兰新宙邦项目一期现有用地及罐区、 管廊、物流等配套设施进行技术改造升级，无需新增建设用地，可与波兰新宙邦项目一期设施形成高效 协同运营。本项目正式投产后，能够有效填补欧洲市场产能缺口，进一步强化公司在欧洲市场的本地化 供给能力，提升对欧洲区域客户的响应效率与服务质量。同时，通过技术改造实现产能优化，可充分发 挥规模效应，降低单位生产成本，提升公司海外营收占比与整体盈利能力。项目的实施将加快公司国际 化战略推进，增强全球市场竞争力，对实现公司高质量可持续增长具有重要意义，符合公司及全体股东 的利益。 智通财经APP讯，新宙邦(300037.SZ)发布公告，公司拟以控股子公司Capchem Poland Sp. z o.o.(以下简 称"波兰新宙邦")为项目实施主体，在波兰西雷姆工业园区投资建设波兰新宙邦锂离子电池材料项目二 期，项目计划总投资不超过2亿元人民币。 ...

本次投资是基于公司海外发展需要进行的部署和安排，项目依托波兰新宙邦项目一期现有用地及罐区、 管廊、物流等配套设施进行技术改造升级，无需新增建设用地，可与波兰新宙邦项目一期设施形成高效 协同运营。本项目正式投产后，能够有效填补欧洲市场产能缺口，进一步强化公司在欧洲市场的本地化 供给能力，提升对欧洲区域客户的响应效率与服务质量。同时，通过技术改造实现产能优化，可充分发 挥规模效应，降低单位生产成本，提升公司海外营收占比与整体盈利能力。项目的实施将加快公司国际 化战略推进，增强全球市场竞争力，对实现公司高质量可持续增长具有重要意义，符合公司及全体股东 的利益。 智通财经APP讯，新宙邦(300037.SZ)发布公告，公司拟以控股子公司Capchem Poland Sp. z o.o.(以下简 称"波兰新宙邦")为项目实施主体，在波兰西雷姆工业园区投资建设波兰新宙邦锂离子电池材料项目二 期，项目计划总投资不超过2亿元人民币。 ...

Core Viewpoint - Zhongjian Technology (002779.SZ) announced the expiration of its 2023 plan for issuing shares to specific targets, with the decision valid for 12 months from December 28, 2023, to December 27, 2024 [1] Group 1 - The company held multiple meetings in December 2023 to approve the issuance plan and authorized the board to handle related matters [1] - The total amount to be raised from the issuance is not exceeding 785.19 million yuan, which will be used for various projects including the construction of a riding lawn mower production line and a new energy intelligent garden machinery project [3][4] - The company has not yet determined specific issuance targets, making it unclear if the issuance will constitute a related party transaction [4] Group 2 - The decision regarding the issuance has expired, rendering the plan automatically invalid [3] - If the maximum number of shares (39.6 million) is issued, the controlling shareholders' stake will decrease to 31.35%, but they will remain the actual controllers of the company [5] - The company is also preparing for an overseas issuance of H-shares to enhance its international strategy and financing capabilities, with the board authorizing management to initiate preparations [5][6]

Core Viewpoint - The company has achieved significant growth during the "14th Five-Year Plan" period, with new contract amounts reaching approximately 77.32 billion yuan, operating income of about 35.45 billion yuan, total profit of around 1.99 billion yuan, and net profit of approximately 1.69 billion yuan, reflecting growth rates of 161%, 93%, 218%, and 205% respectively compared to the "13th Five-Year Plan" [1] Group 1: Business Performance - The company has signed new contracts totaling approximately 77.32 billion yuan and generated operating income of about 35.45 billion yuan during the "14th Five-Year Plan" [1] - The total profit reached around 1.99 billion yuan, with a net profit of approximately 1.69 billion yuan, indicating substantial growth compared to previous periods [1] Group 2: Strategic Focus - The company focuses on three main areas: technology integration, engineering contracting, and investment operations, while pursuing a development strategy of differentiation, industrialization, and internationalization [1] - The company is actively transforming the pressure of "dual carbon" goals into innovation-driven development [1] Group 3: Achievements and Recognition - The company has received multiple accolades, including the "Four Good Leadership Team" and "Five Good Leadership Team" titles for four consecutive years, and has been recognized for its performance in party building and operational assessments [1] - The company has been awarded the "National Civilized Unit" and "National Excellent Corporate Culture Award," showcasing its commitment to high standards in corporate governance and culture [3] Group 4: Innovation and Technology - The company has established the China Chemical Environmental Research Institute and has undertaken over 140 national and provincial-level R&D projects, applying for more than 350 patents [8] - The company has successfully developed technologies in various fields, including biodegradable materials and carbon-based new materials, positioning itself as a leader in green technology [5][12] Group 5: International Expansion - The company has successfully signed contracts for projects in South Africa and Bolivia, marking significant milestones in its international expansion efforts [6] - The company continues to grow its overseas contract amounts, reflecting its ability to leverage its technology and localized services in global markets [6] Group 6: Management and Talent Development - The company emphasizes a "penetrating management" approach, ensuring that strategic goals are effectively implemented at all levels of project execution [16] - The company has developed a robust talent management system, focusing on attracting and retaining high-level experts while fostering a culture of innovation and excellence [17][19]

长江商报消息 ●长江商报记者 江楚雅 吉祥航空大手笔购买空客飞机扩张运力。 12月29日，吉祥航空（603885.SH）发布公告称，公司拟与空客公司签订《飞机购买协议》，斥资41亿 美元购入25架空客A320系列飞机。这批飞机将在获得国家批准认可后，于2028年至2032年期间分批交 付，此举将有效扩大吉祥航空的运载能力，为其国际化战略落地提供坚实的运力支撑。 在大手笔采购飞机的背后，是吉祥航空正面临业绩增长压力。报告显示，公司2025年前三季度营业收入 为174.80亿元，同比下降0.06%；归母净利润为10.89亿元，同比下降14.28%。业绩下滑主要是发动机维 修导致国内运力减少，以及维修费用增加所致。 在此背景下，吉祥航空加速战略转型，加快推进国际化战略，以突围市场困局。2025年10月26日起，吉 祥航空全面执行冬春航季航班计划，通过新增并加密多条国内外航线，优化航线网络布局。 大手笔采购锁定25架空客飞机 从吉祥航空现有机队规模来看，截至2025年上半年底，公司拥有93架空客A320系列飞机、10架波音 B787系列飞机，子公司九元航空实际运营27架波音737系列飞机。此前受A320发动机问题及飞 ...

Core Viewpoint - Suzhou Zelgen Biopharmaceutical Co., Ltd. (Zelgen Pharma) has officially submitted its application for listing on the Hong Kong Stock Exchange, aiming to enhance its international brand recognition and support its global business strategy, despite recent actions that raise questions about its commitment to internationalization [1] Financial Performance - Zelgen Pharma has not yet achieved profitability since its IPO on the STAR Market in 2020, but its losses have been decreasing year by year. Revenue for 2022, 2023, and 2024 is reported at 302 million, 386 million, and 533 million yuan respectively, while losses for the same periods are 457 million, 279 million, and 138 million yuan [2] - In the first three quarters of 2025, the company reported revenue of 593 million yuan, a year-on-year increase of 54.49%, with losses amounting to 93.42 million yuan [2] - The company's revenue primarily comes from three approved products, with significant sales expenses that have risen alongside revenue, indicating a focus on market expansion [2] Capital Operations - Zelgen Pharma has engaged in frequent capital operations, raising 2.026 billion yuan during its IPO and an additional 1.2 billion yuan through a private placement in 2023. The company has utilized 1.677 billion yuan of the IPO funds and 406 million yuan of the private placement funds for new drug research projects [3] - The company has also proposed to raise up to 300 million yuan through a simplified procedure for issuing shares to specific investors [3] - A notable portion of the raised funds has been redirected, with 25.38% of IPO funds and 19.88% of private placement funds having their purposes changed [3] Debt Situation - The company's interest-bearing debt has been on the rise, with short-term loans increasing from 391 million yuan in 2022 to 967 million yuan in the first three quarters of 2025, and long-term loans fluctuating during the same period [4] Internationalization Strategy - Despite the importance of internationalization for Zelgen Pharma, the company recently canceled its overseas subsidiary GENSUN, which was seen as a key component of its international strategy. This decision came after the company had previously acquired shares in GENSUN using its own funds [5][6] - GENSUN, established in the U.S. for new drug research, has been unprofitable since its inception, yet the company valued it at approximately 90.28 million USD during acquisitions [6] - The company has reduced its investment in an international clinical trial project, indicating a shift in focus due to competitive pressures in the market [7]

Core Viewpoint - The announcement highlights a significant contract signed by the company's wholly-owned subsidiary, Ausino, which is expected to contribute positively to the company's revenue and market position in the pharmaceutical supply chain [1][2]. Group 1: Contract Details - The contract signed on May 22, 2023, involves a total amount of approximately $102 million (including tax), with an actual performance amount of about $20 million (approximately RMB 143.53 million) for the year 2025, representing 8.83% of the company's audited revenue for 2024 and 29.05% of customized products and services revenue [1]. - The actual performance amount for 2025 exceeds the procurement guidance of $12.15 million by 65.43%, showcasing the company's technical strength and market competitiveness [1]. Group 2: Financial Impact - The successful execution of this contract is expected to have a positive impact on the company's operating performance for 2025, enhancing its sustainability and brand influence while expanding its overseas market [2]. - In the first three quarters of 2025, the company achieved revenue of RMB 1.527 billion, a year-on-year increase of 21.95%, and a net profit attributable to the parent company of RMB 445 million, up 26.92% year-on-year [2]. Group 3: International Strategy - The company has positioned internationalization as a core strategy, leveraging its technological advantages and production capacity to accelerate global market penetration [2]. - The company has established a sales network covering Europe, Latin America, India, and Africa, with peptide raw materials exported to 22 countries, including the United States, Europe, and Canada [2]. - The excess performance of the significant contract further validates the company's capability in expanding its overseas business [2].