《公告全知道》每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前 寻找到投资热点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①华为+6G+商业航天+CPO+储能+低空经济！这家公司6G领域产品已小批量生产；②固态电池+数据中 心+数字经济+锂电池！这家公司签署450亿磷酸铁锂产品合同；③无人驾驶+国企改革！公司成为京东汽 车大客户业务供应商。 前言 ...

Group 1 - President Xi Jinping had a phone call with US President Trump on November 24 [1] - Lei Jun, founder and CEO of Xiaomi Group, invested over 100 million HKD to increase his stake in the company to 23.26% [2] - Xiaomi Group's stock rose by 1.52% to 38.66 HKD after the announcement [2] Group 2 - The People's Bank of China will conduct a 10 billion CNY MLF operation to maintain liquidity in the banking system [3] - Analysts expect a new round of reserve requirement ratio cuts may be implemented around year-end [2] Group 3 - The domestic GPU company Moer Thread launched its IPO with a price of 114.28 CNY per share, attracting significant institutional interest [3] - The offline subscription for Moer Thread's shares saw a subscription multiple of nearly 1600 times, indicating high demand [3] Group 4 - A-shares showed weak rebounds with significant declines in core assets due to three main variables affecting the market [4][5] - Goldman Sachs downgraded Ganfeng Lithium's H-shares to "sell" and lowered lithium price expectations for 2026 by 14% [6] Group 5 - Alibaba's AI assistant Qianwen achieved over 10 million downloads in one week, becoming the fastest-growing AI application [7] - Another AI assistant, Ant Lingguang, reached over 200,000 downloads in six days, surpassing ChatGPT's performance [7] Group 6 - The Chinese Foreign Ministry stated that conditions are not suitable for holding a trilateral meeting with Japan and South Korea [8] - Industrial Fulian's stock faced a significant drop, attributed to market rumors, but the company confirmed its operational plans remain on track [9] Group 7 - Goldman Sachs predicts the Federal Reserve will implement a third consecutive rate cut in December, with two additional cuts expected in 2026 [10] - The market currently anticipates a 69.5% probability of a 25 basis point rate cut in December [10] Group 8 - New 3D printing materials developed by the University of Virginia show potential for applications in solid-state batteries and medical technologies [12] - The global 3D printing market is projected to reach 115 billion USD by 2030, with a compound annual growth rate of approximately 30% [12] Group 9 - Dragon Power Technology signed a significant contract worth over 45 billion CNY [18] - Antai Technology secured a key order worth nearly 70 million CNY related to controllable nuclear fusion [18]

近日，本公司已收到鳴陽礦業發出的首批搭載無人駕駛線控底盤的純電動寬體礦 卡採購訂單，訂單金額為6,520萬元人民幣。本公司已根據訂單要求，全面啟動生 產準備工作，並將有序推進產品製造、出廠檢測、發運及驗收等各環節工作，以 全力保障訂單高質量交付。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Breton Technology Co., Ltd. 博雷頓科技股份公司 （於中華人民共和國成立的股份有限公司） （股份代號：1333） 自願公告 有關戰略合作協議之履行進展 本公告乃由博雷頓科技股份公司（「本公司」，連同其附屬公司統稱「本集團」）自願 作出，以更新與新疆鳴陽礦業建設集團有限公司（「鳴陽礦業」）訂立之戰略合作協 議的履行情況。 茲提述本公司日期為2025年9月25日的公告，鳴陽礦業與本公司簽署了一項戰略 合作協議，合作期內（2025年9月23日至2028年9月22日）鳴陽礦業擬向本公司購 買不少於1,000台電動礦卡無人駕駛車輛及無人駕駛服務 ...

Core Viewpoint - The company, Fulian Transportation, is currently in the early investment and exploration phase of its long-term strategy involving autonomous driving, and it has not yet been selected as a pilot unit for autonomous ride-hailing by relevant national authorities [1] Group 1 - The company has confirmed that autonomous driving is part of its medium to long-term strategic layout [1] - The current status of the company's autonomous driving initiative is in the preliminary investment and exploration stage [1] - The company has not been included in the list of pilot units for autonomous ride-hailing published by national authorities [1]

11月24日，阿尔特盘中上涨2.00%，截至10:47，报10.20元/股，成交2627.88万元，换手率0.54%，总市 值50.80亿元。 资金流向方面，主力资金净流出205.97万元，大单买入300.30万元，占比11.43%，卖出506.27万元，占 比19.27%。 截至9月30日，阿尔特股东户数3.15万，较上期增加6.69%；人均流通股15400股，较上期减少6.27%。 2025年1月-9月，阿尔特实现营业收入7.36亿元，同比增长19.30%；归母净利润-1.51亿元，同比减少 12246.62%。 阿尔特今年以来股价跌9.73%，近5个交易日跌4.05%，近20日跌6.42%，近60日跌18.33%。 资料显示，阿尔特汽车技术股份有限公司位于北京市北京经济技术开发区凉水河二街7号院，成立日期 2007年5月23日，上市日期2020年3月27日，公司主营业务涉及燃油汽车和新能源汽车的整车设计及其他 汽车行业相关的技术服务。主营业务收入构成为：新能源汽车整车设计87.68%，燃油汽车整车设计 11.73%，其他(补充)0.59%。 阿尔特所属申万行业为：汽车-汽车服务-汽车综合服务。所属概念板 ...

同力股份 20251120 摘要 同力股份作为新能源矿卡龙头，受益于北证 50 和专精特新指数成分股 地位，近期业绩增长超预期，2025 年前三季度营收 47.96 亿元，同比 增长 9.45%，归母净利润 5.35 亿元，同比增长 16.39%，高毛利率新 能源车型占比提升至 60%-70%是主要驱动力。 同力股份短期投资逻辑包括业绩超预期增长、管理层股权激励和回购， 以及作为指数成分股受益于 ETF 配置。中长期来看，新能源化和无人驾 驶技术提升盈利能力，海外市场拓展打开第二增长曲线，公司正积极与 国际矿业巨头接洽。 中国新能源宽体车市场以每年 43%的速度增长，预计到 2029 年将达到 近 150 亿元。同力股份凭借完整的新能源产品矩阵和智能化解决方案， 有望在这一市场中占据重要地位，并持续受益于行业扩张。 同力股份业务以整车销售为主，宽体自卸车占比 90%，新能源车型增速 和毛利率最高（20%-25%）。公司积极向新能源化和智能化方向发展， 是易控智驾最大的 OEM 厂商之一，2024 年采购额占比近 30%。 非公路自卸车行业正经历新能源化和无人化转型，预计到 2029 年中国 新能源宽体矿卡市场 ...

格隆汇11月24日丨云南锗业(002428.SZ)在投资者互动平台表示，公司子公司的化合物半导体产品为砷 化镓晶片、磷化铟晶片。磷化铟晶片主要用于生产光模块中的激光器、探测器芯片，下游主要运用于 5G通信/数据中心、可穿戴设备等；砷化镓晶片主要用于射频器件产品、激光器件、传感器，常用高亮 度发光二极管（HBLED）器件产品，下游可运用于手机及电脑、通信基站、无人驾驶、新一代显示 （Mini LED、Micro LED）、工业激光、面容识别等领域。 ...

Core Insights - The launch of a driverless pure electric mining truck marks a significant advancement in China's mining equipment industry, entering a new phase of "original unmanned" technology [1][2] - The truck features a height of 4.8 meters, a width of 4.5 meters, a length of 11 meters, and a load capacity of 145 tons, with the driver's cabin replaced by integrated equipment [2] - The vehicle utilizes an "end-to-end large model" for deep integration of perception, planning, and control, achieving millisecond-level decision-making response [2] - The truck can reduce carbon emissions by over 500 tons annually compared to traditional fuel vehicles and saves 90% in labor costs [2][3] - The company, Boreton, is recognized as a national-level specialized and innovative "little giant" enterprise, focusing on "networked light storage + new energy vehicles + unmanned driving" [2] Company Overview - Boreton's Wuhan base began production in May last year and has become the 14th complete vehicle factory in Wuhan Economic Development Zone [2] - The company went public on the Hong Kong Stock Exchange in May, becoming the "first stock of zero-carbon mining robots" [2] - The pure electric mining truck has already received overseas orders and has been implemented in four countries, including Sierra Leone and Congo, with plans to expand to more countries next year [3] Industry Implications - The successful mass production of driverless mining trucks is expected to transition the mining industry from pilot demonstrations to large-scale operations [3] - The integration of new energy and autonomous driving technologies in closed environments is creating a new competitive landscape for high-end equipment manufacturing in Wuhan [3]

Core Insights - The article highlights the increasing international presence of Chinese companies in various sectors, particularly in drone technology, electric vehicles, AI, and 3D printing, showcasing significant partnerships and market expansions. Group 1: Drone Technology - Chinese drone manufacturers showcased their products at the Dubai Airshow, with companies like United Aircraft Group demonstrating delivery drones capable of carrying 5 kg and adapting to high-temperature environments [4] - EHang completed the first urban air mobility flight in Qatar, reducing travel time from 30 minutes to 8 minutes, marking a significant milestone for eVTOL technology in the Middle East [4] Group 2: AI and Digital Solutions - Epoint and Alibaba Cloud announced a framework cooperation agreement for AI comic series, aiming to create a comprehensive solution for overseas expansion in this emerging market [4] - Alibaba International Station launched AI Mode to automate cross-border e-commerce procurement processes for SMEs, enhancing decision-making and operational efficiency [5][6] Group 3: Electric Vehicles - Didi's 99 platform in Brazil expanded its electric vehicle services to five major cities, with over 30,000 electric and hybrid vehicles registered, significantly reducing carbon emissions [7] - NIO's Firefly right-hand drive model began mass production, with the first batch set for Singapore, indicating rapid global market penetration [8] Group 4: Market Expansion and Financing - Blue Dot Touch completed over 100 million C-round financing to enhance global market expansion, focusing on robotics sensor hardware [10] - Elegoo announced a strategic financing round, with a global shipment exceeding one million units, indicating strong growth in the 3D printing market [11] Group 5: Emerging Markets - Southeast Asia, Africa, and the Middle East are identified as key growth markets for Chinese companies over the next three years, with optimism in sectors like construction, healthcare, and IT [13] - China has become the largest trading partner in the Gulf region, surpassing the combined trade of the US, UK, and Eurozone, with trade expected to grow significantly by 2028 [13]

格隆汇11月21日丨永泰能源(600157.SH)在投资者互动平台表示，公司暂无无人驾驶运输项目。公司将 持续加强与国内知名人工智能企业深入合作，积极研究与探索引入适合行业特性与发展的AI智能化模 型，加快推进电力和煤炭领域数字化、智能化和无人化技术研发与应用，为建设智慧能源体系和绿色低 碳发展新格局注入新动力，进一步提升公司整体运营效率和核心竞争力，实现安全高效与高质量发展。 ...