Core Viewpoint - BOE Technology Group (京东方A) anticipates growth in both shipment volume and area for LCD products in 2023, despite a temporary slowdown in large-size TV product trends due to increased demand for small-size TVs in emerging markets [1] Group 1: LCD Product Performance - TV product shipments are benefiting from national subsidies and export demand, leading to significant fluctuations in demand throughout the year [1] - IT product shipments are expected to grow rapidly due to replacement demand, while MNT product shipments are projected to remain flat year-on-year [1] - The industry is adopting a "demand-driven production" strategy, adjusting production line utilization rates based on market demand elasticity [1] Group 2: Market Trends and Projections - The average utilization rate in the industry improved in Q3, but is expected to drop below 80% in Q4 [1] - Price differentiation for LCD products is anticipated, with a slight price adjustment for TV products in Q4 while IT product prices are expected to remain stable [1] - Looking ahead to next year, the replacement cycle and AI integration are expected to drive IT product demand growth, while upcoming sports events like the World Cup are likely to boost TV product demand in Q1 [1]

每经AI快讯，海联讯（SZ 300277，收盘价：12.8元）11月21日晚间发布公告称，公司第六届2025年第 六次董事会临时会议于2025年11月21日在公司会议室以现场（视频）与通讯表决相结合的方式召开。会 议审议了《关于公司组织架构调整的议案》等文件。 2025年1至6月份，海联讯的营业收入构成为：计算机应用服务占比99.86%，其他业务占比0.14%。 截至发稿，海联讯市值为44亿元。 每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 （记者 贾运可） ...

Group 1: Company Overview and Leadership - The new chairman, Wang Xindong, is based in Shenzhen and oversees strategic planning and management [2] - The company has faced challenges in revenue growth since its IPO in 2017, with revenue increasing from approximately 500 million to around 600 million over eight years [3] - The management acknowledges the need for strategic adjustments to overcome growth bottlenecks and improve profitability [3] Group 2: Market Position and Performance - The company ranks sixth globally on the BIRD-Bench for its self-developed Sinovatio-SQL system, leading in execution accuracy and efficiency [3] - Despite the competitive landscape, the company aims to enhance its product solutions and market positioning to drive revenue growth [3] Group 3: Strategic Initiatives and Future Outlook - The Guangdong provincial government's support for digital economy initiatives is expected to benefit the company by increasing demand for data security and risk monitoring services [4] - The company is cautious about mergers and acquisitions, focusing on strategic alignment and valuation considerations, but plans to increase efforts in this area as market conditions improve [5] - The company is committed to expanding its international business and has seen significant growth in orders and revenue from regions like Asia-Pacific, Africa, and Latin America [6] Group 4: Financial Performance and Management - The company has maintained a gross margin above 70%, but recorded a negative net margin in 2022, which is attributed to industry conditions and product mix [6] - The management emphasizes the importance of cost control and budgeting, with dedicated teams overseeing these processes [6] - Future performance is expected to improve, particularly in international markets, with a focus on digital transformation and AI integration [6]

每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 （记者 曾健辉） 2024年1至12月份，泰禾智能的营业收入构成为：专用机械制造占比94.81%，其他业务占比5.19%。 截至发稿，泰禾智能市值为41亿元。 每经AI快讯，泰禾智能（SH 603656，收盘价：22.2元）11月21日晚间发布公告称，公司第五届第十五 次董事会会议于2025年11月21日在公司会议室以现场与通讯相结合的方式召开。会议审议了《关于变更 注册资本并修订 <公司章程> 的议案》等文件。 ...

2025年1至6月份，广东建工的营业收入构成为：工程施工占比91.01%，发电占比3.84%，智能装备制造 占比3.66%，勘测设计与咨询服务占比0.97%，其他占比0.51%。 （记者 王晓波） 每经AI快讯，广东建工（SZ 002060，收盘价：3.7元）11月21日晚间发布公告称，2025年11月21日，公 司的全资子公司广东省建筑工程集团有限公司（以下简称"广东建工集团"）和广东省建科建筑设计院有 限公司（以下简称"建科设计院"）收到广东翠湾项目管理有限公司（招标代理）发来的《中标通知 书》。该《中标通知书》确定广东建工集团与建科设计院组成的联合体为"粤建科·中山数智荟项目二区 工程设计施工总承包（EPC）"的中标单位，中标价格约4.16亿元，最终金额以实际签订合同为准。 每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 截至发稿，广东建工市值为139亿元。 ...

每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 （记者 贾运可） 截至发稿，丰元股份市值为51亿元。 每经AI快讯，丰元股份（SZ 002805，收盘价：18.14元）发布公告称，2025年11月21日，丰元股份接受 中邮证券等机构调研，公司董事会秘书倪雯琴参与接待，并回答了投资者提出的问题。 2025年1至6月份，丰元股份的营业收入构成为：锂电池正极材料占比92.78%，草酸占比7.14%，其他行 业占比0.09%。 ...

Group 1 - The core point of the article is that Zhonggong Education announced the convening of its seventh board meeting to discuss external investment and subsidiary registration [1] - For the first half of 2025, Zhonggong Education's revenue composition is 97.49% from education training and 2.51% from other businesses [1] - As of the report, Zhonggong Education has a market capitalization of 15.8 billion yuan [1]

Group 1 - The company, Puris (SZ 301257), announced that it will conduct investor research from October 31, 2025, to November 21, 2025, with the participation of the board secretary, Lai Xiaolong [1] - As of the latest report, Puris has a market capitalization of 3.4 billion yuan [2] - For the first half of 2025, Puris reported that its revenue composition is entirely from the service industry, accounting for 100% [1]

Core Viewpoint - Yuanda Environmental announced the convening of its 35th temporary board meeting on November 21, 2025, to review proposals regarding adjustments to the expected daily related transaction amounts for 2025 and 2026 [1] Company Summary - For the year 2024, Yuanda Environmental's revenue composition is as follows: 47.48% from franchise operations, 33.2% from environmental engineering, 9.25% from denitration catalysts, 8.94% from water treatment operations, and 0.63% from other industries [1] - As of the report date, Yuanda Environmental has a market capitalization of 55.1 billion yuan [1]

Group 1 - Harbin Air Conditioning Co., Ltd. received a government subsidy of 2 million yuan on November 21, 2025 [1] - For the year 2024, the revenue composition of Harbin Air Conditioning is as follows: mechanical equipment accounts for 99.44%, other businesses account for 0.54%, and chemicals account for 0.02% [1] - As of the report date, the market capitalization of Harbin Air Conditioning is 2.3 billion yuan [1]