丨 2025年8月25日星期一丨 NO.1格林美：筹划发行H股股票并在香港联交所主板上市 8月24日，格林美（002340）公告，公司计划通过发行H股股票在香港联交所主板挂牌上市，以满足全 球化发展需要，提升国际品牌形象和综合竞争力，并借助国际资本市场及多元化融资渠道助力公司可持 续发展和完善管理。目前，公司正积极与相关中介机构进行商讨，具体细节尚未最终确定。 点评：此举将有助于公司全球化发展，并利用国际资本市场多元化融资渠道，促进公司可持续发展和完 善管理。尽管具体细节尚未确定，但这一举措显示出格林美对国际市场的重视，并寻求通过资本市场增 强自身实力。这对投资者和整个行业来说，都是一个积极的信号。 NO.3TCL中环：上半年净亏损42.42亿元 8月22日，TCL中环（002129）公告，上半年实现营业收入133.98亿元，同比下降17.36%；归属于上市 公司股东的净利润为-42.42亿元，同比增亏。报告期内，受产品价格下跌影响，公司光伏材料业务板块 经营业绩亏损。 点评：这反映出当前光伏行业面临的挑战，特别是价格波动对企业经营业绩的显著影响。然而，随着全 球对可再生能源需求的持续增长，光伏行业长期前景依 ...

证券代码：002340 证券简称：格林美 公告编号：2025-084 格林美股份有限公司 本公司及监事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 会议在荆门市格林美新材料有限公司会议室以现场和视频相结合的表决方式召 开，会议通知于2025年8月15日以书面、传真或电子邮件等方式向公司全体监事 发出。应出席会议的监事4人，实际参加会议的监事4名。出席会议的人数超过监 事总数的二分之一，表决有效。会议由监事会主席鲁习金先生主持，本次会议召 开的时间、地点及方式均符合《中华人民共和国公司法》及《公司章程》的有关 规定。 二、监事会会议审议情况 （一）会议以4票同意、0票反对、0票弃权，审议通过了《关于修订 <公司> 章程>及相关议事规则并办理工商变更登记的议案》。 根据《中华人民共和国公司法》（以下简称"《公司法》"）、中国证券监督 管理委员会（以下简称"中国证监会"）《关于新 <公司法> 配套制度规则实施相关 过渡期安排》《上市公司章程指引》等法律、法规、规范性文件及深圳证券交易 所业务规则的有关规定，为进一步完善公司治理，公司拟不再设置监事会与监 ...

智通财经APP讯，格林美(002340.SZ)发布公告，为满足公司全球化发展的需要，深入推进全球化战略， 提升国际品牌形象和综合竞争力，更好地借助国际资本市场、多元化融资渠道，助力公司可持续发展及 管理，经充分研究论证，董事会同意公司发行H股股票并在香港联合交易所有限公司(以下简称"香港联 交所")主板挂牌上市。 ...

据证券之星公开数据整理，近期毕得医药（688073）发布2025年中报。截至本报告期末，公司营业总收 入6.28亿元，同比上升17.91%，归母净利润7340.61万元，同比上升41.6%。按单季度数据看，第二季度 营业总收入3.31亿元，同比上升22.86%，第二季度归母净利润4271.3万元，同比上升65.78%。本报告期 毕得医药盈利能力上升，毛利率同比增幅12.01%，净利率同比增幅20.09%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率44.25%，同比增12.01%，净利率11.7%，同比增 20.09%，销售费用、管理费用、财务费用总计1.39亿元，三费占营收比22.18%，同比增15.86%，每股净 资产21.44元，同比减1.34%，每股经营性现金流0.18元，同比减82.03%，每股收益0.84元，同比增 44.83% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 5.32亿 | 6.28亿 | 17.91% | | 归母浄利润（元） | 5183.91万 | 7340.61万 | ...

Core Viewpoint - Luxshare Precision's progress towards listing on the Hong Kong Stock Exchange (HKEX) is advancing, with the company submitting its application for H-share issuance on August 18, 2025 [1] Group 1: Company Overview - Luxshare Precision is a leading global precision manufacturing and innovative technology company, providing integrated development from precision components to systems across various fields including consumer electronics, automotive electronics, and data centers [1] - The company has a significant reliance on a single customer, with revenue from its largest client accounting for 73.3%, 75.2%, and 70.7% of total revenue in 2022, 2023, and 2024 respectively [1] Group 2: Fundraising and Utilization - The net proceeds from the IPO will primarily be used for expanding and upgrading existing production bases, particularly for global capacity expansion in automotive and consumer electronics [1] - Investment in technology research and development, as well as improving manufacturing processes, is also a key focus for the use of raised funds [1] Group 3: Business Growth - The compound annual growth rate (CAGR) of Luxshare Precision's automotive electronics business is projected to reach 49.6% from 2022 to 2024, with expected revenue of 13.8 billion yuan in 2024, accounting for 5.1% of total revenue [1] - In the first quarter of 2025, the revenue growth rate for this business segment is expected to be significant [1] Group 4: Global Expansion - Luxshare Precision has established manufacturing bases in various countries including China, Vietnam, Thailand, Indonesia, Malaysia, Romania, Morocco, India, Mexico, and Germany, indicating a broad global capacity layout [1] - In China, the company has set up manufacturing bases in multiple provinces, effectively integrating local industrial resources and high-quality talent [1]

上半年，石头科技推出多款创新产品，包括扫地机器人P20Ultra、G30Space探索版、洗地机A30ProSteam、A30ProCombo、洗烘一体机Z1Plus及Q1HelloKitty 联名款。其中，G30Space探索版突破传统二维清洁模式，率先实现复杂三维环境下的自主导航与智能交互，展现了公司在技术创新方面的领先优势。 石头科技高度重视研发创新，上半年研发投入达6.85亿元，同比增长67.28%。公司研发团队扩充至1364人，同比增长73.54%。报告期内新增境内外授权专利 580项，构建了完善的技术保护体系。持续的研发投入为公司产品创新提供了坚实保障。 石头科技表示，将继续坚持技术创新和全球化发展战略，通过产品迭代和渠道优化持续提升市场竞争力。随着海外市场的深入拓展和高端产品的持续放量， 公司业绩有望保持稳健增长。 同日8月15日，石头科技还发布了公司副总经理钱启杰因个人原因辞职的报告，并聘任乌尔奇为公司副总经理。 与此同时，石头科技还公告称，公司于2025年8月14日召开第三届董事会第九次会议，审议通过了向全资子公司石头世纪香港有限公司增资的议案。公司拟 使用自有资金或自筹资金向石头香港增资5 ...

Core Viewpoint - Anta Sports is rumored to be acquiring the American sneaker brand Reebok, which has sparked significant market interest [3][4]. Group 1: Anta's Acquisition Strategy - Anta Sports has a history of strategic acquisitions since 2009, which have significantly boosted its performance [5][8]. - The acquisition of FILA in 2009 for 600 million HKD transformed the brand from a struggling entity into a major revenue contributor, with 2021 revenues reaching 21.8 billion CNY [8][9]. - Following the success with FILA, Anta accelerated its acquisition strategy, including the purchase of Amer Sports for 4.6 billion euros in 2019, which added several high-profile brands to its portfolio [9][10]. - As of now, Anta has built a diverse brand matrix, including Anta, FILA, Descente, Kolon, and Jack Wolfskin, contributing to a revenue of 70.83 billion CNY in 2024, a 13.58% increase year-on-year [10][11]. Group 2: Financial Performance and Challenges - Despite impressive revenue growth, the wealth of Anta's leaders, Ding Shizhong and Ding Shijia, has decreased from a peak of 116.97 billion CNY in 2021 to 71.01 billion CNY in 2025, a drop of 45.96 billion CNY [6][18]. - Anta's revenue growth rate slowed to 13.58% in the last year, down from 16.23% the previous year, indicating potential fatigue in growth momentum [21]. - The company's gross margins have also declined, with the main brands showing a decrease in gross margin percentages compared to the previous year [21]. - Financial pressures are evident, with cash reserves dropping by approximately 25% year-on-year and current liabilities increasing by 38.86%, reaching a high of 28.59 billion CNY [21][22]. - Anta's brand integration faces challenges due to the independent operation of its various brands, complicating marketing and channel strategies [21][22].

Core Viewpoint - The successful maiden voyage of the "Yongsheng" vessel to Mexico marks a significant step in the company's global operations and its ability to expand into new markets [1][3]. Group 1: Global Strategy - The company prioritizes global development as a core strategy, focusing on consolidating traditional routes in Australia and Africa while actively exploring emerging markets [3]. - The refined market analysis and dynamic tracking of cargo flows by the refined oil operating team have enabled the successful identification of long-haul cargo sources [3]. Group 2: Operational Excellence - The company effectively navigated the unfamiliar port environment in Mexico, adhering to strict documentation requirements and managing unique equipment interfaces [3]. - A collaborative effort between the ship and shore teams ensured efficient operations, including thorough route planning and compliance with port regulations [3]. - The vessel overcame language barriers and executed stable docking operations with a non-powered oil arm, demonstrating high professional skills and operational efficiency [3]. Group 3: Future Outlook - The successful completion of the maiden voyage showcases the company's determination and professional capability in expanding its global business [3]. - The company aims to leverage this breakthrough to further enhance its route network, improve resource allocation efficiency, and elevate its international operational standards and brand influence [3].

Core Viewpoint - The company is leveraging the growth opportunities in the North American energy market, particularly in natural gas equipment and services, due to recent energy export agreements among major economies [2]. Group 1: Company Strategy and Operations - The company has been deeply engaged in the North American market for many years, achieving sales of electric-driven fracturing equipment, cementing equipment, coiled tubing equipment, and liquid nitrogen pumping equipment [2]. - The company has established production capabilities for related equipment assembly in the U.S., effectively meeting local market demands [2]. - The company is actively expanding its aftermarket services for high-end equipment components [2]. Group 2: Market Dynamics - The company is closely monitoring market trends to seize order opportunities arising from the growth in U.S. energy exports [2].

Group 1 - The establishment of Zhejiang Xin'an Yushi Silicon Technology Co., Ltd. with a registered capital of 15 million yuan, focusing on synthetic materials and rubber products sales [4] - The company has a complete industrial chain in the silicon-based new materials sector, covering upstream silicon mining, organic silicon monomer synthesis, and downstream product manufacturing, with an organic silicon monomer capacity of 500,000 tons [5] - The company has the highest self-use terminal conversion rate in the domestic market, exceeding 40%, and offers over 3,000 types of downstream terminal products [5] Group 2 - The company has developed an integrated model for crop protection, covering intermediates, active ingredients, formulations, and agricultural services, providing comprehensive solutions for food security and increased production [7] - The company is a global leader in herbicide varieties, with a production capacity of 80,000 tons for glyphosate and an annual sales capacity of 100,000 tons for active ingredients, achieving a conversion rate of over 70% for active ingredient formulations [7] - The company is expanding its global presence with over 4,500 overseas registration certificates for crop protection products, establishing a marketing network in over 130 countries and regions by 2024 [8]