全球化战略

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国轩高科熊永华:电池出海是必然选择 公司固态电池预计2027年一季度量产
news flash· 2025-06-25 09:39
6月25日,国轩高科(002074)战略运营副总裁熊永华在2025全球新能源汽车合作发展(上海)论坛上表 示,电池出海是必然选择,东南亚是重要的出海市场。"随着主机厂的出海,公司相信电池出海也是必 然。对于当下新能源产业来说,出海是非常好的契机。"熊永华提到。就东南亚市场方面,熊永华表 示:"公司倡议共建绿色'一带一路'市场。共建'一带一路'国家的整个碳排放在全球占比高,公司希望能 够助力共建'一带一路'绿色能源转型,破解全球绿色能源发展难题。"谈及海外市场战略,熊永华透 露,国轩高科将在产品、市场、制造、资本四个方面,进行国际化开发。与此同时,公司将在亚太、欧 洲、美洲三大海外市场齐头并进。"东南亚是公司出海的第一步,期待在东南亚市场能够有所斩获。"在 他看来,全球化是国轩高科的长期战略方向,公司有战略定力。公司当前的五年规划主要聚焦在全球化 推广。固态电池方面,熊永华在现场提到:"公司在5月份刚发布的半固态电池以及全固态电池,预计在 2027年第一季度进行量产投产,应用场景包括乘用车、商用车、工程机械以及eVTOL飞行器。"(上证 报) ...
首佳科技以资本赋能技术革新,全球化布局再提速
Ge Long Hui· 2025-06-25 07:10
结合 2024 年 10 月完成的首轮供股,公司通过两轮供股累计融资达 2.77 亿港元,有效充实资金实力, 进一步巩固其在高端制造领域的地位。 回顾公司近一年来持续开展的资本运作举措,其成效明显。2024年初至今,公司股价上涨超80%,25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,反映出市场对其发展策略的高度认同。 2025年3月,首佳科技被纳入富时全球微型股指数及富时全球总市值指数,成为国际资本市场的"焦点企 业"。 此次成功实施的融资计划,是公司在资本运作领域取得的又一关键性成功,不仅提升首佳科技资本规 模,更彰显资本市场对其未来发展的坚定信心,为公司在技术研发、产能扩张和全球化布局等战略方向 提供坚实的资金保障。 资本+技术双轮驱动,开启可持续增长新纪元 近日,中国钢帘线制造前列企业首佳科技(103.HK)圆满完成第二轮供股计划,为公司发展注入强劲动 能。 首佳科技始终坚持技术驱动发展战略。一直以来,公司持续加大研发投入,目前已拥有百余项发明专利 及实用新型专利,多项专利填补国内外空白并屡获行业殊荣。本次供股所融资金也将主要用于公司存量 产能技术改进,包括生产流程、工序再造,自动化水 ...
大金重工拟赴港上市 进一步夯实全球化战略布局
Zheng Quan Ri Bao· 2025-06-24 16:38
根据大金重工前期披露的定期报告,2024年,公司实现出口收入17.33亿元,占当年总营业收入的 45.85%。大金重工在年报中表示,力争在未来3年至5年,达到全球主要发达经济体海上风电市场份额 第一。 深市优品投资顾问有限公司投资顾问李鹏岩表示:"国际化发展是许多企业选择赴港上市的重要考量。 企业通过H股上市,一方面可以吸引国际投资者,提升国际市场的知名度和影响力,加速海外市场拓 展;另一方面,港股市场也为企业提供了新的融资渠道,为企业的进一步发展带来助力。" 对于此次赴港上市,大金重工在公告中表示,主要缘于公司近年海外业务快速增长,业绩贡献占比显著 提升。为进一步夯实全球化战略布局,打通公司大海工业务在国内与海外"研发、制造、海运、交付"的 全流程,提升公司在国际市场的综合竞争实力,从而满足海外业务的持续发展需要和提质增效要求。 6月24日晚间,大金重工股份有限公司(以下简称"大金重工")披露的公告显示,公司拟发行境外上市 外资股(H股)并在香港联合交易所有限公司主板挂牌上市。 大金重工是我国风电塔桩领域首家上市公司,同时也是海上风电基础结构及塔筒解决方案领域的全球领 先企业。公司主要生产销售海上风电单桩基 ...
亿纬锂能融资477亿后又赴港!百起投资者诉讼成绊脚石?
Sou Hu Cai Jing· 2025-06-24 13:15
Core Viewpoint - The company, Yiwei Lithium Energy, has announced its plan for a secondary listing in Hong Kong, aiming to regain investor trust amid a backdrop of declining investor enthusiasm and ongoing legal challenges related to securities fraud [2][4][5]. Group 1: Company Performance and Legal Issues - Yiwei Lithium Energy's stock price has shown a lackluster response to the Hong Kong listing announcement, with a slight decline of 0.29% from 45.02 CNY on June 9 to 44.89 CNY on June 24, with 8 out of 12 trading days resulting in losses [2][4]. - The company is currently facing over a hundred investor lawsuits, primarily related to securities fraud, with 94 new civil lawsuits filed in a single day in April 2023 [5][7]. - Yiwei Lithium Energy has a history of legal disputes, with 128 cases related to securities fraud, and has received a warning from the Guangdong Securities Regulatory Commission for failing to disclose related party transactions amounting to 2.31 billion CNY in a timely manner [7][9]. Group 2: Financial Performance and Debt Levels - The company's revenue growth has slowed, with a slight decrease of 0.3% in revenue to 48.615 billion CNY in 2024, and a modest net profit increase of only 0.6% [13]. - As of the first quarter of 2025, the company's asset-liability ratio has risen to approximately 61.98%, significantly above the industry average, indicating increasing financial pressure [15][16]. - Yiwei Lithium Energy has a short-term debt obligation of nearly 12 billion CNY, while its accounts receivable reached 12.808 billion CNY, equivalent to 314% of its annual net profit, raising concerns about cash flow and repayment risks [16][18]. Group 3: Global Expansion and Capital Raising - The company is pursuing a global strategy, having established manufacturing facilities in Hungary, Malaysia, and the United States, with overseas revenue accounting for about 24% of total income by 2024 [19][20]. - The planned Hong Kong IPO aims to raise approximately 30 billion HKD (around 25 billion CNY), which will be used for overseas factory projects and operational funding, potentially alleviating current financial pressures [24]. - Successful fundraising through the Hong Kong listing could enhance the company's brand recognition and credibility in international markets, particularly with partnerships involving major clients like BMW and Daimler [22][24].
AR翻译的临界点:走向世界的亮亮视野Leion Hey2引爆消费市场
Sou Hu Wang· 2025-06-24 03:43
日前,亮亮视野在韩国首尔举行发布会,正式发布AR翻译眼镜Leion Hey2。该产品以突破性的技术表 现,在轻量化、翻译性能和续航能力之间实现了难得的平衡。整机重量仅49克,支持100多种语言的实 时翻译,单机续航达8小时,搭配眼镜盒可实现96小时续航,树立了消费级AR设备新标杆。 亮亮视野 Leion Hey2亮相在法国Vivatech展会 值得关注的是,亮亮视野已经展现出全球化布局的战略眼光。前代产品Leion Hey曾获得联合国教科文 组织(UNESCO)评选的"全球十大科技创新奖",新一代产品Leion Hey2韩国首尔发布,进一步彰显了公 司的国际化运营能力。这种全球化战略不仅有助于分散市场风险,更能充分把握不同区域的语言服务需 求。据悉,Leion Hey2近期还亮相法国Vivatech展会,和AWE美国洛杉矶展会,持续扩大国际影响力。 全球语言服务市场正迎来爆发式增长。据QYR(恒州博智)统计及预测,2023年全球机器翻译市场销售额 达5.42亿美元,预计2030年将达到12.22亿美元,年复合增长率(CAGR)为12.5%(2024-2030)。在这一快 速扩张的赛道中,亮亮视野旗下消费级品牌 ...
年内新增7家“A+H”公司 超60家A股公司更新赴港进度
Zheng Quan Ri Bao· 2025-06-23 16:39
今年以来,港股IPO市场呈现"新消费+硬科技"的双引擎格局。 6月23日,浙江三花智能控制股份有限公司(以下简称"三花智控")成功在港交所上市。截至目前,年 内已有7家A股公司成功赴港上市,分别是赤峰黄金、钧达股份、宁德时代、恒瑞医药、吉宏股份、海 天味业、三花智控,涉及矿业开采、光伏电池、创新医药、食品等领域。 此外,还有超60家A股公司正筹划赴港上市,并持续更新进度。从进展来看,安井食品已通过港交所聆 讯,纳芯微、三一重工等28家已递交上市申请,蓝思科技、峰岹科技等已拿到中国证监会发布的备案通 知书。 为何今年A股公司热衷筹划赴港上市?综合来看,政策因素、公司全球化战略、港股流动性改善等是主 要原因。 大型"A+H"项目涌现 形成示范效应 Wind资讯数据显示,按上市日期计,截至6月23日,年内有35家公司在港上市,首发募资额约996.99亿 港元。其中,大型"A+H"企业示范效应显著,7家A股公司在港上市首发募资额约770.16亿港元。此外, 超60家A股公司正筹划赴港上市,频获新进展。 这得益于政策支持。一方面,中国证监会于去年4月19日发布5项资本市场对港合作措施,支持内地行业 龙头企业赴香港上市, ...
春雪食品全面升级发展战略 从单一鸡肉品类向“大食品”生态跃迁
Zheng Quan Ri Bao· 2025-06-23 12:40
Core Viewpoint - The chicken and processed food industry is undergoing significant structural changes driven by consumer upgrades and technological advancements, with Chunxue Food Group planning to transform from a traditional chicken processing company to a comprehensive food enterprise by 2030, targeting a revenue of 10 billion yuan [2][3]. Strategic Development - Chunxue Food is implementing three major strategies: "Big Food," "AI+," and "Globalization" to drive future growth, with a clear goal of achieving 10 billion yuan in revenue by 2030 [2][3]. - The "Big Food" strategy involves expanding beyond chicken products, with plans to add six new production lines for processed foods within two years, aiming for an annual capacity of 200,000 tons [3]. - The company is also entering the sausage market, launching ten new sausage products and targeting a production and sales goal of 100,000 tons within five years [3]. - Chunxue Food is extending its reach into the seafood sector, successfully entering the Japanese market and expanding into Europe [3]. Technological Empowerment - The "AI+" strategy focuses on digital transformation through the integration of big data, artificial intelligence, and the Internet of Things, enhancing operational efficiency and consumer engagement [3]. - The company is developing a "full-link digital operation hub" for wholesalers, equipped with an "AI business assistant" to analyze consumer feedback and recommend sales strategies [3]. Global Expansion - The globalization strategy aims to enhance growth opportunities by establishing regional centers in China to improve marketing capabilities and accelerate brand internationalization, particularly in Europe and Southeast Asia [4]. - The company is focusing on understanding consumer needs and building a more efficient supply chain to support its strategic transformation [4]. Product Strategy - Chunxue Food is collaborating with strategic partners to innovate and create a competitive product matrix, launching 41 new products across seven series to meet evolving consumer demands [6]. - The new product offerings include "antibiotic-free" and "light lifestyle" series, targeting health-conscious consumers, as well as products designed for younger demographics [6]. - The company is also providing standardized and efficient solutions for B2B clients in the restaurant sector [6]. Market Expansion - Chunxue Food plans to expand its market coverage from 11 provinces and 31 cities to 24 provinces and 136 cities, increasing the number of wholesalers from 243 to 400 [6]. - The company aims to operate with a focus on prefecture-level cities, enhancing collaboration with wholesalers to penetrate the market effectively [6].
晶 科 能 源: 晶 科 能 源关于2024年年度报告的信息披露监管问询函的回复的公告
Zheng Quan Zhi Xing· 2025-06-23 12:01
证券代码:688223 证券简称:晶 科 能 源 公告编号:2025-034 债券代码:118034 债券简称:晶科转债 晶 科 能 源股份有限公司 关于 2024 年年度报告的信息披露监管问询函的回复公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 晶 科 能 源股份有限公司(以下简称"晶 科 能 源"或"公司")于近期收到《关于晶 科能源股份有限公司 2024 年年度报告的信息披露监管问询函》 (上证科创公函﹝2025﹞ 下简称"中信建投证券"或"持续督导机构")、会计师天健会计师事务所(特殊普通合 伙) (以下简称"天健会计师"或"会计师")等相关各方,对《监管问询函》相关事项 进行了审慎核查落实,现就《监管问询函》相关问题回复如下。由于涉及商业敏感信息, 公司申请对客户名称、毛利率等数据进行了豁免披露。 根据披露,报告期内,公司境外业务集中在美国、欧洲、日本、韩国、东南亚等 国家和地区,产品累计销往全球近 200 个国家和地区,2024 年全年海外组件出货占比 接近 57.8%,海外销售额占比 68.6%。其中 ...
山东黄金控股子公司山金国际拟赴港上市
Sou Hu Cai Jing· 2025-06-23 10:31
Group 1 - Company Shanjin International has announced its intention to list on the Hong Kong Stock Exchange to enhance its global strategy and accelerate overseas business development [1][4] - The company aims to optimize its capital structure, diversify financing channels, and improve governance and core competitiveness through this listing [4] - As of the end of 2024, Shanjin International operates six mining enterprises, with significant contributions to net profit from its gold mining operations [4] Group 2 - In 2024, Shanjin International reported a revenue of approximately 13.585 billion yuan, a year-on-year increase of 67.6%, and a net profit of about 2.173 billion yuan, up 52.57% [4] - The company's Q1 2024 report showed a revenue of around 4.321 billion yuan, reflecting a year-on-year growth of 55.84%, and a net profit of approximately 694 million yuan, an increase of 37.91% [5] - Shanjin International, formerly known as Yintai Gold Co., Ltd., was established in 1999 and has a registered capital of 2.777 billion yuan, focusing on precious and non-ferrous metal mining and trading [5]
观车 · 论势 || 香港真“香”
Zhong Guo Qi Che Bao Wang· 2025-06-23 09:39
在金融方面,香港作为全球第3大金融中心,港股新能源板块市值规模增长迅速,为汽车企业提供了优 质的融资平台。在2025香港国际汽车博览会上,TVB明星代言掀起的营销热潮,更展示了香港的另一层 魅力,便是其文化积淀与娱乐产业影响力,可为品牌营销注入独特魅力。 建设粤港澳大湾区这一宏大背景,更为汽车产业的发展提供了广阔空间。大湾区内城市产业互补性强, 香港可与广州、深圳等汽车产业重镇深度合作,在新能源汽车技术研发、市场拓展、品牌塑造等方面协 同共进。同时,大湾区庞大的人口基数和不断提升的经济水平,孕育着巨大的汽车消费市场,香港作为 大湾区的重要区域,能充分利用这一市场优势,实现自身汽车产业的繁荣,并辐射带动周边地区,形成 区域汽车产业发展的良性循环。 还有8天,就将迎来香港回归祖国28周年纪念日。二十八载岁月流转,东方明珠在时代浪潮中愈发 璀璨。在近期举办的2025香港国际汽车博览会上,11家内地整车企业和40多家供应链企业,带来了36个 品牌的百余款新车和供应链创新成果。其中,多家汽车及零部件企业公布了布局香港市场的最新消息, 展现出对香港市场的信心与浓厚兴趣。 例如,奇瑞汽车股份有限公司董事长尹同跃表示,今年已 ...