今年以来，龙蟠科技在海内外市场多点开花，斩获多笔跨年度长单，为其扩产计划提供了坚实支 撑。 年初，公司与 福 特集团 旗下Blue Oval达成2026至2030年长期供货合作；年中，与 亿纬锂能 敲定超50亿元五年期供货协议； 三季度，再斩获 宁德时代 超60亿元海外订单，客户矩阵持续向头部阵营聚拢。 12月24日，龙蟠科技发布公告称，公司拟将"新能源汽车动力与储能电池正极材料规模化生产项 目"三期产能，由原规划的 6.25 万 吨/年 上调至 10万吨/年 。 公告显示，该募投项目原计划分三期建设15万吨/年磷酸铁锂正极材料产能，其中一期2.5万吨/ 年、二期6.25万吨/年已建成投产，目前合计产能达8.75万吨/年。 11月，公司与 楚能新能源 将原15万吨供货规模上调至130万吨； 12月，通过控股孙公司锂源（亚太）与 欣旺达 泰国子公司达成45至55亿元长期合作。 龙蟠科技此次扩产，与行业上行周期的需求爆发趋势高度契合。 高工锂电董事长张小飞博士在 2025高工锂电年会上指出，2025年动力电池出货量首次突破TWh大关，未来10年仍有近3倍增 长空间。 储能赛道增速更为迅猛， GGII预计，今年全球 ...

2025年12月20日，洛杉矶好莱坞星光大道迎来了一位特殊的"明星"——蜜雪冰城美国首店正式开业。这 个红底白字的雪王招牌，在好莱坞的灯红酒绿中格外醒目，一场属于雪王的"甜蜜风暴"正悄然在美国市 场酝酿。 蜜雪冰城出征美利坚，第一步不是掀翻市场，而是把甜度直接加到致死量。国内口味分0糖、3分和5分 糖，海外菜单疯狂加糖，120%、150%，最高可选200%，一杯的含糖量直逼60克，精准投喂全球最嗜甜 的胃，3.99美元的一个套餐，差不多28块钱人民币，就能带走2杯奶茶+1个冰淇淋。此外，拿铁咖啡 2.99美元，珍珠奶茶3.99美元起，整体价格介于1.19至4.99美元之间，显著低于当地同类品牌。 这价格连星巴克的门都进不去，但在好莱坞星光大道的黄金C位，雪王就这么便宜卖了，哪个美国人看 了不迷糊呢？ 这其实不是蜜雪冰城第一次出海了，空降澳洲的第一天，当地老外都看懵了，一个从中国突然杀出来的 奶茶品牌人气火爆到队伍排到隔壁店铺，简直挤得水泄不通，买一杯奶茶要排一个小时的队，如此奇观 甚至还惊动了当地的电视台。 在东南亚市场，蜜雪冰城更是稳坐 "国民茶饮" 宝座。印尼雅加达的门店数量超 370 家，午后时段常能 ...

智通财经APP讯，迪哲医药(688192.SH)发布公告，为深化全球化战略布局，提升公司国际化品牌形 象，进一步提升公司核心竞争力，公司拟发行境外上市外资股(简称"H股")股票并在香港联合交易所有 限公司(简称"香港联交所")主板挂牌上市。 ...

在全球化与数字变革的浪潮中，天狮集团董事局主席李金元先生，正以独特的战略视野和深厚的责任 感，重新定义着健康产业的未来。这位具有前瞻性的企业家，不仅带领天狮集团从中国走向世界，更在 全球健康领域留下了深刻的印记。 天狮集团的发展轨迹，是一部中国民营企业深度参与全球化的生动写照。从最初将中国优质的健康产品 推向国际市场，到如今构建起覆盖健康、商业和数字领域的全球生态系统，天狮的每一步都凝聚着天狮 集团董事局主席李金元先生对时代趋势的敏锐洞察和对健康产业的深刻理解。 在健康守护维度上，天狮集团以科技创新为基石，建立了从研发到服务的全链条健康保障体系。天狮集 团董事局主席李金元先生强调，天狮集团不仅提供产品，更提供系统化的健康解决方案，帮助人们从被 动治疗转向主动健康，这一理念正引领着全球健康产业的新趋势。 天狮集团在其全球业务拓展的进程中，始终秉持并践行着强烈的社会责任感。从积极响应国家"健康中 国"战略的号召，到深度参与全球健康治理体系的构建;从大力促进国际间文化交流互鉴，到全力推动社 会经济的可持续发展，天狮无不将企业社会责任深深植根于商业运营的每一个环节之中。这种责任感， 不仅体现在天狮对产品质量的严格把控 ...

汽车/汽车零部件 威迈斯（688612.SH） 2025 年 12 月 23 日 投资评级：买入（维持） | 日期 | 2025/12/23 | | --- | --- | | 当前股价(元) | 31.35 | | 一年最高最低(元) | 42.26/20.89 | | 总市值(亿元) | 131.42 | | 流通市值(亿元) | 79.18 | | 总股本(亿股) | 4.19 | | 流通股本(亿股) | 2.53 | | 近 3 个月换手率(%) | 61.64 | 股价走势图 数据来源：聚源 -20% 0% 20% 40% 60% 80% 2024-12 2025-04 2025-08 2025-12 威迈斯 沪深300 稳步推进全球化战略，大力开拓境外市场客户 相关研究报告 《2025Q3 虽仍受欧洲客户放假影响， 但业绩表现亮眼—公司信息更新报 告》-2025.10.28 《Q2 毛利率创历史新高，业绩超预期 —公司信息更新报告》-2025.8.26 《业绩符合预期，推进全球化布局— 公司信息更新报告》-2025.4.28 拟 5000 万至 1 亿元回购股份增强股东回报 ——公司信息更新报告 ...

证券日报网讯12月23日，复星医药（600196）在互动平台回答投资者提问时表示，公司坚持"创新驱动 +全球化"战略，创新药方面，聚焦实体瘤、血液瘤、免疫炎症等核心治疗领域，重点强化抗体/ADC、 细胞治疗、小分子等核心技术平台，并积极向心脑血管、肾脏与代谢等慢病领域及中枢神经系统领域拓 展布局，打造协同开放式、全球化的创新研发体系，持续提升管线价值，推动重磅产品的研发及商业 化；在制造与供应链方面，公司持续推进生产体系的整合，强化规模化、有成本竞争力的制造体系，公 司制药板块国内控股子公司所有商业化生产线均已通过国内GMP认证，还有多条生产线通过了美国、 欧洲等主流法规市场的GMP认证，为国际化供应奠定基础。 ...

Core Viewpoint - The globalization of financial integration is accelerating, and the demand for cross-border risk management from Chinese enterprises is rising, creating a golden opportunity for futures companies like Nanhua Futures to expand globally [1] Group 1: Company Overview - Nanhua Futures has officially listed on the Hong Kong Stock Exchange, marking a significant milestone in its 20-year internationalization journey, with the "A+H" dual capital platform strategy fully implemented [1] - The company has developed into a comprehensive global financial service platform, offering a range of products including domestic futures brokerage, risk management, wealth management, and overseas financial services [2] - Nanhua Futures has established a global service network with a presence in major financial centers such as Hong Kong, Chicago, Singapore, and London, holding 18 trading memberships and 15 clearing memberships from major global exchanges [2] Group 2: Market Demand and Growth - The demand for cross-border risk management is increasing as Chinese companies expand internationally, with overseas business revenue for A-share listed companies reaching 3.8 trillion yuan in the first half of 2024, a year-on-year increase of 12.8% [3] - Nanhua Futures provides customized cross-border risk management solutions and all-weather trading channels, addressing the complex price fluctuations and exchange rate risks faced by Chinese enterprises in international trade and infrastructure [3] Group 3: Technological Support - The company has developed a customer-centric app and proprietary trading systems that ensure efficient risk management and high-frequency monitoring, supported by a global data center network [4] - The technology systems enable coordinated risk management across domestic and international operations, providing essential support for cross-market business activities [4] Group 4: Financial Performance - Nanhua Futures has shown strong financial resilience, with profits increasing from 246 million yuan in 2022 to 458 million yuan in 2024, representing a compound annual growth rate (CAGR) of 36.5% [5] - The company's return on equity (ROE) improved from 7.75% in 2022 to 11.71% in 2024, indicating effective capital management [5] - The overseas financial services segment has become a key growth driver, with revenues increasing from 231 million yuan in 2022 to 654 million yuan in 2024, achieving a CAGR of 68% [6] Group 5: Strategic Upgrades - The net proceeds from the H-share listing will be primarily allocated to enhance overseas business, with specific investments planned for various regions including Hong Kong, Malaysia, the UK, Europe, and North America [7] - The fundraising strategy aligns with the company's licensing advantages and targets high-potential global markets, creating a positive cycle of qualification, funding, and business expansion [7] Group 6: Long-term Development Advantages - The establishment of the "A+H" dual capital platform provides Nanhua Futures with unique long-term development advantages, allowing access to international capital and enhancing its global presence [8] - The company's strategic focus on cross-border risk management aligns with the growing industry demand, positioning it for sustained growth and value creation for investors [9]

Core Viewpoint - The globalization of financial integration is accelerating, and the demand for cross-border risk management from Chinese enterprises is rising, creating a golden opportunity for futures companies like Nanhua Futures to expand globally [1] Group 1: Company Overview - Nanhua Futures has officially listed on the Hong Kong Stock Exchange, marking a significant milestone in its 20-year internationalization journey and the full implementation of its "A+H" dual capital platform strategy [1] - The company has developed into a comprehensive global financial service platform, offering services including domestic futures brokerage, risk management, wealth management, and overseas financial services [2] Group 2: Competitive Advantages - Nanhua Futures possesses a unique competitive edge due to its early internationalization strategy, establishing a global service network and a cross-border qualification barrier [2] - The company has built a business presence in major international financial centers such as Hong Kong, Chicago, Singapore, and London, holding 18 trading memberships and 15 clearing memberships from major global exchanges [2] Group 3: Market Demand and Growth - The demand for cross-border risk management is increasing as Chinese companies expand internationally, with overseas business revenue for A-share listed companies reaching 3.8 trillion yuan in the first half of 2024, a year-on-year increase of 12.8% [3] - Nanhua Futures can provide customized cross-border risk management solutions, covering various categories such as agricultural products, industrial products, energy, and metals [3] Group 4: Technological Support - The company has developed a customer-centric app and proprietary trading and risk management systems, ensuring efficient and secure trading operations [4] - Nanhua Futures' global data center network supports its cross-border business operations, enhancing its risk management capabilities [4] Group 5: Financial Performance - Nanhua Futures has demonstrated strong financial resilience, with net profit increasing from 246 million yuan in 2022 to 458 million yuan in 2024, representing a compound annual growth rate of 36.5% [5] - The company's total assets grew from 34.189 billion yuan at the end of 2022 to 48.863 billion yuan by the end of 2024, with a compound annual growth rate of 19.5% [5] Group 6: Strategic Initiatives - The net proceeds from the H-share listing will be primarily allocated to enhance overseas business, with specific percentages designated for various regional expansions [7] - The dual capital platform allows Nanhua Futures to attract global capital and optimize its shareholder structure, enhancing its international presence [8] Group 7: Conclusion - The H-share listing is a critical step in Nanhua Futures' globalization strategy, supported by its unique barriers of "network + qualifications + technology" [9] - The ongoing demand for cross-border risk management and the company's strategic initiatives position it for sustained growth and value creation for investors [9]

2025年12月21日，东方生物(688298)举办成立20周年庆典。庆典仪式上，公司董事长方剑秋发表致辞， 回顾企业从浙江安吉初创到跻身全球体外诊断领域重要参与者的发展历程，向长期支持企业的合作伙 伴、科研机构及全体员工致以感谢，并围绕技术创新、市场布局与未来战略展开展望，明确了这家中国 生物医疗企业的全球化发展方向。 从零起步：扎根安吉的创业初心 2005年，东方生物在浙江安吉正式成立。安吉不仅有着得天独厚的自然环境，更有着高效的营商环境， 为这家初创企业孕育了逐梦的沃土。"我们怀揣着对生物医疗事业的执着，开启了东方生物的创业征 程，并在接下来的二十年里，逐步走向国际舞台。"方剑秋在致辞中回忆道。 20年发展历程中，全球化始终是东方生物的重要战略方向。截至2025年，公司已在全球设立50余家分子 公司，组建起近3000人的团队，其中国内员工2800余人，海外员工190余人，形成一支融合多元文化、 可服务全球客户的国际化队伍。 在生产与供应链布局上，东方生物构建了"海内外协同"的体系。国内层面，除安吉、杭州两大总部基地 外，公司在上海、南京、成都、海南等地布局生命健康产业园及医学技术转化中心，依托完整产业链 ...

【12.15-12.21】家居行业热点关注：公牛集团起诉同行，美克家居拟跨界收购，皮阿诺复牌涨停，首开 股份入局家装，一起装修网推资金存管服务，海鸥住工1.7亿剥离亏损资产，华艺卫浴首个海外基地投 产，龙元建设换届完成，火星人、北新建材、国美零售等高层变动。 1、"10户中国家庭，7户用公牛"被同行质疑，公牛集团：已起诉 近日，公牛集团与广东中山市家的电器有限公司（以下简称：家的电器）因广告宣传语争议引发纠纷。 据媒体综合报道，公牛集团已起诉家的电器，索赔金额达420万元。 争议焦点围绕公牛集团长期使用的宣传语"10户中国家庭，7户用公牛"。此前，家的电器多名销售人员 在社交平台发布视频，称该宣传语是"大字吹牛、小字免责"，存在误导性宣传。 公牛集团则在11月20日向家的电器发送律师函，称相关视频损害其商业信誉，构成商业诋毁。 家的电器于11月24日回函称，该广告语在跨品类场景中广泛使用时，未明确限定数据适用范围与统计依 据，易引发消费者误解，其质疑属于"正常的市场观察范畴"。 据媒体报道，针对该事件，公牛集团回复称，公司将合法合规作为企业经营的核心准则与底线，在广告 宣传、市场竞争等所有经营活动中，严格恪守 ...