资本与产业双线并进。 时隔两年半，宇隆科技再度冲击IPO，这不仅是一家面板产业链公司的上市之路，更是其实控人、陕西富豪王亚龙拓展A股版图的关键一步。 鲜为人知的是，宇隆科技最初是由王亚龙夫妇实控的科创板公司莱特光电(688150.SH)与另一公司共同出资设立。 而就在宇隆科技官宣二度IPO后不久，莱特光电宣布拟通过子公司切入高端电子材料新领域，聚焦石英纤维电子布(Q布)的研发与生产。 近日，在莱特光电一次调研活动中，该公司对上述新业务的开展进行了详细回应。 值得注意的是，这项被公司视为未来增长点的新业务，将由董事长兼总经理王亚龙亲自"挂帅"，直接负责日常经营管理。 王亚龙的下一步 2025年12月10日，莱特夸石悄然成立。这家注册资本500万元的公司，正是莱特光电聚焦Q布业务的主体，也是莱特光电产业链规划的关键一 环。 就目前的布局进展来看，新业务Q布的决策背后，处处充斥着王亚龙的痕迹。 在12月底的调研活动中，该公司公开表示，实控人王亚龙在高纯石英砂及PCBA领域均有成熟产业布局，一方面为Q布业务构建产业链协同基 础，另一方面高纯石英砂相关布局还可以为公司Q布业务核心原材料提供便利选择，降低供应链风险。 上 ...

智通财经APP获悉，信达证券发布研报称，滔搏(06110)发布2025/26财年第三季度运营表现，公司零售 及批发业务的总销售金额同比下降高单位数，与此前业绩指引趋势相符。零售业务表现继续优于批发业 务，折扣和库存情况可控，从渠道与运营表现来看，这体现了公司较强的零售管理能力。 信达证券主要观点如下： 全年财务指引保守，长期乐观 财务指引方面，公司指出进入12月以来终端需求波动加剧，经营压力显著增大，此前设定的"全年净利 润同比持平"的目标预计将出现可控范围内的偏差。未来公司持"短期谨慎、长期乐观"的态度。 分渠道看，零售下滑的幅度小于批发，分线上线下看，线下呈改善，线上进入高基数增速转弱。折扣管 理方面，直营零售整体折扣率同比仍有所加深，得益于线下线上增速差收窄，折扣加深的幅度较上半财 年收窄。库存管理上，期末库存总额同比保持下降，周转效率维持良好，库龄结构环比略有改善。门店 网络持续优化，截至三季度末，直营门店毛销售面积同比减少13.4%，环比减少1.3%，关店速度较第二 季度有所放缓。 盈利预测：该行预计公司FY2026-2028财年归母净利润为12.85/13.97/15.28亿港元，对应PE分别为 ...

红星资本局注意到，金价近期连续大涨，伦敦现货黄金、COMEX黄金期货于12月24日分别首次站上4500美元、4550美元关口，国内多家品牌金店足金饰 品克价突破1400元。 相关截图显示，追觅科技某平台全员群共有18539名群成员。如果参照这一数据，按周六福、周生生等门店目前金饰克价1400元计算，追觅给全体员工发 放1克黄金，大约需要花费2600万元。 俞浩于2017年成立追觅科技。目前，追觅科技已成长为国内扫地机器人"四小龙"之一。IDC数据显示，2025年前三季度，追觅科技扫地机器人全球市场份 额为12.4%，位列第三，仅次于石头科技的21.7%和科沃斯的14.1%。 红星资本局12月28日消息，红星资本局从追觅内部人士处了解到，追觅科技创始人兼CEO俞浩在公司内部讲话，宣布今年春节每位员工额外奖励1克黄 金。 （本文不构成投资建议，据此操作风险自担） 记者 符小茵 资料图 图据视觉中国 扫地机器人业务之外，近年来，追觅科技不断扩展大家电、无人机、手机等新业务。今年8月，追觅科技还官宣造车，并表示首款超豪华纯电产品对标布 加迪威龙，计划在2027年亮相。 ...

证券日报网12月19日讯物产金轮（002722）在12月16日回答调研者提问时表示，公司重点关注主业产业 链相关的新业务机会，努力拓展发展空间，同时也积极关注与自身核心竞争力具有相关性的新兴领域， 搜寻和研究合适的投资标的或业务机会，为公司中长期发展注入新动能。 ...

房地产开发 执业证书编号：S0740523020005 Email：youzp@zts.com.cn 执业证书编号：S0740523080001 Email：houxd@zts.com.cn | 基本状况 | | | --- | --- | | 总股本(百万股) | 6,046.14 | | 流通股本(百万股) | 6,046.14 | | 市价(元) | 2.73 | | 市值(百万元) | 16,505.95 | | 流通市值(百万元) | 16,505.95 | 相关报告 1、《业绩承压，稳步拓展》2024-12-23 中华企业（600675.SH） 证券研究报告/公司点评报告 2025 年 12 月 19 日 10 月 31 日，公司发布 2025 年三季报，公司前三季度实现营收 73.2 亿元，同比 +336.8%；归母净利润 3.5 亿元，同比扭亏为盈。 请务必阅读正文之后的重要声明部分 利润扭亏为盈，财务保持健康 ——中华企业三季报点评 股价与行业-市场走势对比 营收大幅增长，利润扭亏为盈。2025 年前三季度，公司实现营收 73.2 亿元，同比 +336.8%；归母净利润 3.5 亿元，同比扭 ...

有投资者在互动平台向朝阳科技提问："你好董秘，请问贵公司和子公司主营业务除耳机、音响等消费 电子产业外，近来有无拓展新的行业并且效果不错的？能否介绍一下？" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 财经频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 针对上述提问，朝阳科技回应称："公司在电声行业深耕多年，目前公司主营业务包括声学产品（耳 机、音响）业务、精密零组件业务等，服务全球知名终端品牌客户。公司于2023年成立子公司星联技 术，主要产品为连接器，聚焦新能源汽车、储能、工业机器人和消费电子等领域。星联技术积极整合资 源，持续开展产品研发、客户拓展以及按客户需求推进试产、量产等工作。公司将继续推进连接器业 务，加强产品研发，丰富产品选型，做好客户开发和服务工作，保障产品交付，打造新的盈利增长点。 后续订单取决于客户需求和公司业务开拓情况，尚存在不确定性，请投资者注意投资风险。感谢关 注。" ...

Core Viewpoint - The company,拓邦股份, is currently in the process of expanding into new business areas, which involves multiple stages including market validation, market expansion, scaling up, and stabilizing market share [1] Group 1: New Business Development - The company’s new business revenue is undergoing various stages, with current activities primarily in the market expansion phase [1] - The robot business, particularly the lawn mower segment, is in the early stages of market promotion [1] - The cooking robot has achieved market breakthroughs, showing low base figures but rapid growth [1] Group 2: Energy Storage and Robotics - The energy storage business is focused on brand expansion and market share acquisition [1] - Humanoid robot components, such as dexterous hands and modules, are still in the early product validation phase as part of a long-term strategy [1] - The company's brushless DC motors have achieved mass application in the laser radar field [1] Group 3: Future Strategies - The company plans to increase efforts in market promotion for new businesses and optimize sales channel layouts [1] - There will be a focus on deepening core technology applications in new scenarios to accelerate the scaling of new business and gradually increase its revenue share [1]

Core Insights - Meituan's Q3 2025 revenue reached 95.5 billion yuan, a year-on-year increase of 2.0%, but adjusted net profit was a loss of 16.009 billion yuan, falling short of Bloomberg consensus expectations [1] - The core local business turned from profit to loss due to intensified competition, while new business losses improved [1] Local Business Performance - Q3 revenue for the core local business was 67.4 billion yuan, down 3% year-on-year, with an operating loss of 14.1 billion yuan, resulting in an operating loss margin of 20.9%, which was lower than market expectations due to ongoing competition in the food delivery sector [1][2] - The company increased delivery subsidies and user incentives to combat competition, leading to significant losses in the food delivery business, but it maintained market share and user engagement [2] - Daily active users and monthly transaction users for restaurant delivery reached historical highs, with a steady growth in core user base and an increase in high-frequency users [2] New Business Developments - Q3 revenue for new businesses was 28 billion yuan, up 16% year-on-year, with an operating loss of 1.3 billion yuan, and the operating loss margin improved by 2.5 percentage points to 4.6%, better than market expectations [1][3] - The company is expanding its grocery retail business, including Xiaoxiang Supermarket and Keta, which are showing strong growth and improving operational efficiency [3] - Keta has accelerated its global expansion, achieving profitability in the Hong Kong market and steady market share growth in Saudi Arabia, with plans to enter Kuwait, UAE, and Brazil [3] Future Outlook - The company anticipates that Q4 losses will marginally improve compared to Q3, although competitive strategies from rivals need to be monitored [2] - The upgraded membership system is expected to enhance user engagement and transaction frequency, supporting growth across various business areas [2] - Profit forecasts for 2025-2027 have been adjusted downward due to the impact of food delivery competition, with expected adjusted profits of -14.2 billion, 1.2 billion, and 24.6 billion yuan respectively [3]

Core Viewpoint - The company, Weiteou (301319), is focusing on expanding its new business areas while enhancing its capabilities in overseas markets, aiming for long-term growth through a comprehensive product matrix and localized production [1] Group 1: New Business Development - The company is deepening its engagement with major downstream industry clients and is utilizing strategies like "external introduction and internal research" to cultivate a second growth curve [1] - A complete product matrix has been established, successfully transitioning from electronic assembly materials to a dual focus on "electronic assembly + reliability materials" [1] Group 2: Overseas Market Expansion - The company is increasing investments in terms of capital and personnel to enhance its delivery capabilities in overseas markets [1] - Efforts are being made to build a complete international sales system, gradually improving local production and delivery capabilities [1] Group 3: Long-term Growth Strategy - The company will continue to invest in new business areas and overseas markets to provide momentum for its long-term development [1]

Core Viewpoint - He Sheng New Materials is undergoing another change in control, with the major shareholder Zhao Dongming and his associates transferring 18% of the company's shares to Moer Zhixin at a price of 33.71 yuan per share, totaling approximately 1.505 billion yuan [2][5]. Group 1: Share Transfer Details - The share transfer involves 44.66 million shares, representing 18% of He Sheng New Materials' total share capital, with a total transaction value of approximately 1.505 billion yuan [5]. - The transfer price of 33.71 yuan per share reflects a discount of about 13% compared to the closing price of 38.82 yuan per share on November 21 [4][5]. - After the transaction, Moer Zhixin will become the controlling shareholder, while Zhao Dongming and his associates will hold 13.72% of the shares and forfeit voting rights for 6% of the shares [5]. Group 2: Historical Context - This is not the first change in control for He Sheng New Materials; the company was originally founded and controlled by Zhao Dongming, then transferred to Zhongke Chuang Asset Management in 2016, and later returned to Zhao Dongming in 2023 after legal issues faced by the previous controller [6][9]. - The new controlling entity, Moer Zhixin, was established recently and is involved in various sectors within the information technology industry, including software services and integrated circuit design [9]. Group 3: Company Performance - He Sheng New Materials has shown a steady increase in revenue and net profit, with reported revenue of 1.862 billion yuan for the first three quarters of the year, a year-on-year increase of 1.41%, and a net profit of 144 million yuan, up 67.90% year-on-year [10].