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红旗品牌汽车上半年销量超22万辆
news flash· 2025-07-01 07:36
金十数据7月1日讯,从中国第一汽车集团有限公司获悉,该集团旗下民族汽车品牌红旗正加速在包括欧 洲在内的全球布局。今年上半年,红旗品牌汽车销量达225267辆,同比增长11.8%;其中,新能源产品 销量同比增长19.2%。未来五年,红旗品牌将立足全球化视野和本地化运营,布局超过100个国家和地 区,实现1000家渠道和服务网点的运营。今年下半年,红旗品牌面向全球市场的右舵基地等一批产能项 目将陆续启动建设,红旗品牌在欧洲、中东区域的运营总部即将投入运营。 红旗品牌汽车上半年销量超22万辆 ...
第27届中国建博会(广州)即将开幕 新兴题材激活行业动能
Guang Zhou Ri Bao· 2025-06-30 17:04
记者还了解到,为引领大家居建装行业开辟新赛道,本届展会还将引入智能家电、机器人、商用办公、运动地板、智能建造、高端新型材料等新兴题材, 为参展企业开拓增量市场提供新的增长点,包括定制家居题材首创提出"设计定制"概念,智能家居题材引入智能家电、机器人等新兴消费热点品类。 据了解,在消费升级与制造创新的双轮驱动下,国内经济彰显强劲韧性潜力。面对市场环境多重挑战与机遇,中国建博会(广州)洞察行业变局和市场脉 动,始终秉持推动大家居建装行业高质量发展的责任担当,坚持塑造核心优势,帮助行业和企业克服市场不确定性,稳定产业链供应链畅通,并结合自身 优势特点,重塑展会使命和任务,进行系列调整与创新。 据组委会透露,本届展会充分发挥展会资源优势,以促进商业转化为使命,打造由展览平台升级为全年度、全链路、全渠道的行业赋能服务平台。依托全 产业链资源聚合优势,本届展会重塑既有细分题材和潜在新兴题材,整合升级为室内空间、门窗户外、材艺智造三大生态,彼此赋能、相互支撑,积极推 动跨界融合发展;重点赋能经销商、设计师、装企、外贸、商业公装、新媒体等六大渠道,打造"三链三联"六大IP,实施全年度赋能服务计划,促进展会 商贸对接。 6月3 ...
蓝思科技港股预募资45亿,周群飞“去苹果化”过半
Core Viewpoint - Lens Technology, a leading player in the Apple supply chain, is entering the Hong Kong IPO phase, with the offering scheduled from June 30 to July 4, 2025, and expected trading to begin on July 9, 2025 [1] Group 1: IPO Details - The company plans to issue approximately 262 million H-shares, with 28.84 million shares for Hong Kong and around 233 million shares for international offerings [1] - The expected price range for the shares is between HKD 17.38 and HKD 18.18, with a trading unit of 200 shares [1] - The anticipated net proceeds from the IPO, based on a median price of HKD 17.78, are estimated to be approximately HKD 45.90 billion after expenses [2] Group 2: Use of Proceeds - About 48% of the funds raised will be used to enrich and expand the product and service portfolio, 28% for expanding overseas operations, 14% for enhancing vertical integration and smart manufacturing capabilities, and 10% for working capital and other general corporate purposes [2] Group 3: Market Context and Investor Sentiment - The Hong Kong IPO market is currently attracting significant attention, with many consumer electronics companies pursuing listings [1] - The pricing of Lens Technology's shares reflects a discount of about 25% compared to its A-share price, which aligns with the general trend of Hong Kong shares trading at a discount to A-shares [2] - Previous listings, such as CATL and Hansoh Pharma, have seen their H-shares outperform A-shares, raising investor expectations for Lens Technology [2] Group 4: Cornerstone Investors - The IPO has attracted notable cornerstone investors, with a total subscription amount of approximately USD 191 million (around HKD 1.49 billion) from various well-known investment institutions [3] - Key investors include Xiaomi, UBS AM Singapore, and Oaktree, among others, with Xiaomi and Seiyun Electric each committing USD 10 million [3][4] Group 5: Strategic Goals - The company aims to diversify its financing channels and has broader strategic ambitions, including expanding and optimizing production capacity, enhancing global presence, and improving smart manufacturing systems [6] - Plans include establishing new production lines in Vietnam and Thailand for smart terminal components and smart automotive products, with operations expected to commence by the end of 2025 [6][7] Group 6: Client Diversification - Lens Technology is actively working to reduce its reliance on Apple, with sales to its largest client projected to decrease from 71% in 2022 to below 50% by 2025 [8] - The company is focusing on expanding its customer base and product offerings, including investments in next-generation smart terminal technologies and other sectors like smart automotive and VR products [8][9]
激荡三十年,锂电老牌霸主欣旺达何以持续穿越产业周期|深度
24潮· 2025-06-29 22:23
在过去激荡的三十年间,全球锂电产业变迁的幅度之大往往让人恍若隔世。 30年间,锂电产业已历经多轮经济与产业周期的洗礼,每一轮周期的动荡与博弈往往伴随着巨量 企业,甚至明显企业的消亡,持续发展壮大的企业屈指可数。 而在锂电池制造领域,欣旺达 (300207.SZ) 绝对称得上发展最稳健,且持续力最强的企业之一。 今年是欣旺达创立的第28个年头,是其登陆深交所创业板的第14个年头。Wind数据显示,过去17 年多时间 (2008年-2025年一季度) 欣旺达营收规模只出现两次小幅下降 (降幅低于10%) , 年营收规模从2008年的4.89亿元增长至2024年的560.21亿元,年营收规模增长了113.56倍,17年 间合计创收超3200亿元;更为难得的是,17年间从未出现亏损,且近12年 (2013年) 以来盈利 能力 (归母净利润) 持续保持正增长。 特别是2024年,在锂电池全产业链因产能过剩陷入周期劫难之际,这家企业却交出历史最强业 绩,营收与盈利规模均刷新历史最高记录。 25年一季度,欣旺达继续向上成长,收入利润均呈双位数成长态势,其中营收规模再次刷新同期 历史最高记录,同时毛利率上升到近13年 (20 ...
星源材质马来西亚工厂建成:20亿㎡产能筑基,独立定价体系剑指海外盈利“黄金赛道”
鑫椤锂电· 2025-06-28 06:34
关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ -广告- 本文来源: 星源材质 6月28日,星源材质东盟基地——马来西亚工厂(一期)项目建成仪式在槟城圆满举行。星源材质董事长陈秀峰及槟城州首席部长曹观友、中华人民共和国驻 槟城副领事郑方、MIDA代表 Siti Halimaton Mohd Rejab、冠宇集团高级副总裁吴英莲等出席活动。 马来西亚工厂(一期)项目建成,标志着中国企业在海 外隔膜生产领域迈出了重要一步。 这一里程碑事件不仅彰显了星源材质的全球化布局实力,更预示着公司盈利能力将因独立定价体系而迎来大幅提升。 当然,星源材质在推进全球化布局、享受海外产能释放带来的红利时,也展现出了其前瞻性的战略眼光和卓越的风险应对能力。面对国际市场环境的复杂多 变,包括政策调整、汇率波动、贸易壁垒以及供应链安全等潜在挑战,星源材质早已做好了充分准备。 公司凭借在技术研发上的深厚积累,不断推出创新产品,满足国际市场的多样化需求;同时,对产品质量的严格把控,确保了公司在全球市场的良好口碑;再 加上卓越的客户服务能力,使得星源材质能够迅速响应市场变化,灵活调整策略,有效应对各 ...
亿纬锂能:拟86.54亿在马建储能项目,加速全球化
He Xun Wang· 2025-06-27 23:44
Group 1 - The core point of the article is that EVE Energy plans to invest up to 8.654 billion yuan in a new energy storage battery project in Malaysia, accelerating its global expansion [1] - The project will be located in Kedah, Malaysia, covering an area of approximately 484,000 square meters, with a construction period not exceeding 2.5 years [1] - This investment is expected to enhance the company's market position, expand overseas operations, and meet energy storage demands while reducing trade friction losses [1] Group 2 - EVE Energy's revenue for 2024 is projected to be 48.61 billion yuan, with a net profit of 4.076 billion yuan, and for the first quarter of 2025, revenue is reported at 12.8 billion yuan with a net profit of 1.101 billion yuan [1] - The company aims to implement a "global manufacturing, global delivery, global cooperation" strategy, with the Hungary project expected to commence production in 2026 and the Malaysian factory's cylindrical batteries anticipated to start mass production in early 2025 [1] - As of June 27, EVE Energy's stock price is 44.95 yuan per share, with a total market capitalization of 92 billion yuan [1]
匠心家居(301061) - 301061匠心家居投资者关系管理信息20250627
2025-06-27 10:22
证券代码:301061证券简称:匠心家居 常州匠心独具智能家居股份有限公司 投资者关系活动记录表 编号:2025 - 001 至于在亚太或欧洲市场尚未形成规模性销售,原因主要包括以下几点: 1、战略聚焦:过去几年,我们选择将资源优先集中在北美市场,特别是 在与美国不同层级的零售渠道的深度合作上取得了突破。我们认为,在主力市 场站稳脚跟、建立品牌和规模效应是全球化前的第一步。 2、区域节奏差异:亚太地区和欧洲部分市场对智能家居、智能家具产品 的接受度尚在提升过程中,不同市场的文化偏好、法规要求、渠道结构也有明 显差异。我们已有计划在这些区域展开相应的市场调研和产品测试。 3、资源与优先级分配:作为一家正在快速成长的公司,我们在过去阶段 需要在资本、研发和产能之间做出权衡,因此暂未全面铺开全球布局。 全球化是我们未来发展的明确方向之一。我们也认识到单一市场高度集中 带来的潜在风险,因此未来将以"有节奏地推进多元市场布局"为战略重点之 一,逐步扩大国际市场覆盖,以实现长期稳健的发展。 2.公司的主要竞争对手有哪些?与这些公司比,公司处于什么样的竞争地 位?在三年或者五年的时间维度里,公司的愿景如何? 答:目前,在全 ...
活力中国调研行丨频频上春晚,中山这家企业“亮”了
Nan Fang Du Shi Bao· 2025-06-26 14:55
"我们已经连续很多年登上央视春晚了。"EK灯光研发总监胡泽洲表示,EK灯光凭借过硬的研发技术和 服务落地能力成为央视春晚的专供战略合作伙伴,其产品也频频出现在春晚、重大赛事和节庆活动等场 景。据了解,作为全球专业灯光领域的龙头企业,近年来,EK灯光在北京冬奥会开幕式、迪拜世博会 中国馆、北京世界园林博览会开幕式等大型活动和场所持续亮相。 今年5月,相关国家部委联合发布《2025-2026年度国家文化出口重点企业目录》,在一众文娱、游戏、 动漫企业中,一家来自中山的专业灯光制造企业也名列其中——广东熠日科技股份有限公司(以下简 称"EK灯光")。 6月26日,"活力中国调研行"广东主题采访活动来到中山翠亨新区的马鞍岛,走进EK灯光。 "我们替代了很多欧美产品,海外客户对我们的依赖蛮高的。"EK灯光总经理赖锦圣对南都记者说,美 国客户在购买EK灯光产品时,是愿意接受关税的。据了解,EK灯光自2007年成立以来,便一直在专业 照明及控制设备领域深耕,当前,其研发的产品主要面向欧美市场,并广泛应用于高端舞台演出、影视 剧创作、文化旅游等领域。 采写:南都记者 朱唯信 当前,EK灯光正加速品牌与渠道的全球化布局发展。5 ...
临港新片区已备案非金融类对外直接投资项目450个
Guo Ji Jin Rong Bao· 2025-06-26 09:15
Core Insights - The conference on high-end talent development for Chinese enterprises going global was held in Shanghai, announcing the establishment of a talent training base, an alliance, and a series of training programs [1][3] Group 1: Talent Development Initiatives - The "New Area Going Global Talent Training Base" will be located in the financial service hub of the Lingang New Area, serving as a physical platform for government and professional services related to international expansion [1] - The "New Area Going Global Talent Partner Alliance" was formed in collaboration with 20 prestigious universities and service institutions, focusing on integrating resources and building an ecosystem for international talent supply [3] - The first phase of the high-end talent training project has been initiated with top institutions such as Peking University and Shanghai Jiao Tong University participating [3] Group 2: Service Platform and Ecosystem - Since its establishment, the Lingang New Area has recorded 450 non-financial foreign direct investment projects with a total investment of $6.96 billion [4] - The "Going Global" comprehensive service platform will officially operate in August 2024, providing specialized services across 20 areas including human resources, cross-border finance, and legal support [4] - The platform has gathered nearly 500 professional service institutions and established 23 service branches nationwide, creating a comprehensive support system for enterprises going global [4][5] Group 3: Strategic Goals and Future Plans - The service ecosystem aims to create a virtuous cycle of strategic talent incubation, professional service implementation, and overseas business expansion [5] - The conference signifies a systematic breakthrough in talent development for international expansion, with plans for continued institutional innovation and optimization of the business environment [5] - The "SAGG New Area Going Global" brand is positioned as a core support for Chinese enterprises in international competition, injecting long-term momentum into their global development [5]
二轮融资完成,钢帘线企业全球布局再提速
Sou Hu Cai Jing· 2025-06-26 09:12
《中国橡胶》杂志获悉,首佳科技(103.HK)近日已完成第二轮供股计划,为企业发展再次注入强劲动能。 今年5月13日该公司宣布,以"20供3"基准(即每持有20股可认购3股供股股份),按每股0.455港元的价格向符合资格的股东,发行最多约3.53亿股供股股 份。 6月24日,首佳科技发布公告称,此次供股净融资金额达1.46亿港元。 此前,首佳科技合资成立境外公司,推进海外建厂、并购及高端客户拓展。目前,出口业务已成为重要收入来源,近两年占比均达到近40%。该公司目标 是将海外营收占比提升至50%以上,构建覆盖东亚、东南亚、欧美等核心市场的全球销售与服务网络。 在推进全球化布局与技术升级、夯实公司发展根基的同时,首佳科技不忘回馈股东。 此外,这次供股还吸引了新的战略投资人入股。 加上2024年10月完成的首轮供股,首佳科技通过两轮供股累计融资达2.77亿港元,有效充实了资金实力。 近一年来,该公司持续开展的资本运作举措,成效明显。 2024年初至今,首佳科技股价上涨超80%,2025年上半年日均成交额同比增长超4倍,跑赢恒生指数等主流大盘。 首佳科技表示,此次实施的融资计划,不仅提升了企业资本规模,更彰显资本市 ...