公告称，公司现有泰国合金科技基地主要专注商用车铝轮和部分乘用车轮，无法满足海外乘用车轮需 求，急需增建新产线。 宏鑫科技（301539）(301539.SZ)公告，公司拟以全资子公司泰瑞工业(泰国)有限公司为项目实施主体， 通过增资或借款的方式以自有及自筹资金在泰国投资建设轮毂生产项目，项目计划新增投资约5000万美 元。 ...

孚能科技（688567.SH）12月25日在投资者互动平台表示，合资公司具体情况请关注定期报告。目前土 耳其基地已完成产能爬坡，经营情况实现大幅改善，随着未来SPS产品海外项目的量产，土耳其基地产 销量有望进一步提升。 每经AI快讯，有投资者在投资者互动平台提问：请问一下公司土耳其基地目前盈利了吗？ （文章来源：每日经济新闻） ...

2025年12月24日，合兴包装（sz002228）触及涨停，涨停价5.95元，涨幅9.98%，总市值72.20亿元，流 通市值71.95亿元，截止发稿，总成交额3.35亿元。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 根据喜娜AI异动分析，合兴包装涨停原因可能如下，海外产能扩张+毛利率提升+资金流入： 1、公司近 期公告显示，东南亚地区产能即将释放，具备集团化服务优势和智能化复制能力，海外业务扩张带来增 长潜力。公司还通过产品结构优化、销售体系强化和技术创新三重驱动提升毛利率，这些利好因素对股 价形成支撑。 2、包装印刷行业方面，近年来随着消费市场的发展，包装需求持续存在。合兴包装作为 行业内企业，客户结构稳定，家电、啤 ...

来源：新浪财经-鹰眼工作室 广东博盈特焊技术股份有限公司（证券代码：301468，证券简称：博盈特焊）12月15日公告称，公司全 资孙公司越南博盈特种焊接制造有限公司（以下简称"越南博盈"）近日与SAO DO投资集团股份公司签 订《土地保留合同》，租赁位于越南南亭武非关税工业园的土地使用权，总面积达62455.85平方米，租 赁期限将持续至2059年5月6日。此次交易是公司落实越南生产基地扩建计划的关键一步，旨在强化海外 产能以响应北美市场对HRSG等产品的增长需求。 合同核心条款落地：锁定6.25万平方米土地，支付超1.9万亿越南盾订金 作为国内特种焊接设备领域的重要企业，博盈特焊此次加码海外产能，既是应对全球市场竞争的主动布 局，也是把握北美等高端市场增长机遇的关键举措。市场人士认为，若越南基地顺利投产，公司海外收 入占比有望进一步提升，长期盈利能力或迎来结构性改善。 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库 ...

博盈特焊在投资者关系活动中表示，越南基地一期共有4条HRSG生产线，目前一期已投产，二期正在 有序推进，预计将于2026年投产，公司规划在越南基地共布局12条HRSG生产线。此次新增投资主要用 于购买土地使用权、新建厂房与配套基础设施以及扩建HRSG等产品的生产线。公司将根据项目进展及 时履行信息披露义务。 ...

智通财经APP获悉，剑桥科技(06166)涨超3%，截至发稿，涨2.49%，报88.65港元，成交额2202.89万港 元。 采购配套生产设备，扩张公司在北美及东南亚地区高速光模块产能配套，提升全球交付能力；提升海外 研发规模和能力，加速新技术和新产品的开发及技术迭代，确保公司产品的技术领先性；加大市场营销 力度，拓展重点市场和客户，构建销售渠道和客户服务体系，支撑业务长期高速成长；加大关键元器件 的战略性采购和储备力度，稳定并增强核心元器件的供应能力，确保交付的稳定及高速增长；参与产业 链协同，通过战略性合作提升全球供应链安全；补充运营资金。 为支持CIG美国的上述业务部署，提升此次境外发行募集资金的利用效率，公司拟以发行境外上市外资 股(H股)募集资金向CIG美国增资1亿美元，用于： 消息面上，12月8日，剑桥科技发布公告，CIG美国作为落实发行H股募资投向的重要实施主体之一，将 在研发投入、业务扩展、客户服务、全球化产能配套及供应链协同方面发挥重要作用。 ...

Core Viewpoint - The company reported a significant decline in revenue and net profit for the first three quarters of 2025, but showed improvement in Q3 with increased orders and revenue growth [1][2]. Financial Performance - For the first three quarters of 2025, the company achieved revenue of 714 million, a decrease of 22.46% year-on-year; net profit attributable to shareholders was 62 million, down 48.07%; and net profit excluding non-recurring items was 55 million, down 52.49% [1]. - In Q3 2025, the company recorded revenue of 301 million and net profit of 46 million, representing year-on-year increases of 2.18% and 26.31%, respectively, and quarter-on-quarter increases of 37.44% and 301.72% [2]. Order Growth - The total contract signing amount for the first three quarters of 2025 increased by 32.21% year-on-year, with domestic contracts growing by 11.72% and international contracts by 51.44% [2]. - In Q3 2025, the contract signing amount increased by 80.42% year-on-year, with domestic growth of 48.31% and international growth of 114.30% [2]. Product Development - The company is promoting its new forged composite lining board, which has five advantages over traditional metal linings: improved mill efficiency, reduced energy consumption, longer lifespan, stable operation, and enhanced ease of installation [2]. - The forged composite lining board has been successfully trialed in several projects, and the company plans to improve its performance and lifespan based on usage feedback for a broader global rollout next year [2]. Global Expansion - The company is building factories in Chile and Peru, with the Chilean factory nearly completed and awaiting government approval for production [2]. - Once both factories are fully operational, the company expects to achieve a global production capacity of 2.5 to 3 billion [2]. Profit Forecast and Valuation - Revenue projections for 2025-2027 are 1 billion, 1.26 billion, and 1.57 billion, with year-on-year growth rates of -10.80%, 25.73%, and 24.87% respectively [3]. - Net profit forecasts for the same period are 103 million, 161 million, and 240 million, with year-on-year growth rates of -11.18%, 56.06%, and 48.49% respectively [3]. - The corresponding PE valuations for 2025-2027 are 50.93, 32.64, and 21.98, maintaining a "buy" rating [3].

Investment Rating - The investment rating for the company is "Buy" and is maintained [8]. Core Views - The company achieved revenue, net profit attributable to the parent, and net profit excluding non-recurring items of 1.829 billion, 368 million, and 354 million yuan respectively in the first three quarters of 2025, representing year-on-year declines of 8%, 31%, and 33%. In Q3 2025, the figures were 430 million, 63 million, and 59 million yuan, showing year-on-year declines of 48%, 71%, and 72% [2][6]. - The decline in revenue and profit in Q3 was primarily due to the impact of tariffs leading to capacity switching. However, with the improvement in orders, profitability is expected to recover [2][11]. Summary by Sections Financial Performance - In Q3 2025, the company's revenue decreased by 48% year-on-year, mainly due to the U.S. tariffs affecting capacity switching and adjustments in some customers' operational strategies. The current order volume from Vietnam is gradually increasing, and Q4 is expected to show improvement [11]. - The decline in revenue has pressured profitability, with Q3 gross margin dropping by 13.5 percentage points and net profit margins decreasing by 11.4 and 12.3 percentage points year-on-year. The main reason for the decline in gross margin was the weakened scale effect due to reduced revenue [11]. Competitive Advantages - The company has significant manufacturing advantages in the high-end thermos cup market, with a trend towards high-end products requiring better insulation performance, stability, and surface treatment technology. The company is well-positioned to meet these demands [11]. - The production capacity in Vietnam is fully operational, with a large scale and rapidly improving utilization and efficiency. The equipment and process levels in Vietnam are now comparable to those in China, and local procurement of raw materials has reached a high level [11]. Growth Drivers - Non-U.S. regions, new customers, and new product categories are expected to drive the company's growth. The trend of thermos cups is expanding in non-U.S. markets, and new customer reserves are anticipated to contribute to future growth [11]. - The company is actively developing new product categories, including high-altitude heating thermos cups and rapid cooling water cups, which are part of its key R&D projects [11]. Profit Forecast - The company is expected to maintain a high dividend payout ratio, with a mid-year dividend of 144 million yuan announced for 2025, corresponding to 47% of the net profit attributable to the parent for H1 2025. Forecasted net profits for 2025-2027 are 500 million, 680 million, and 830 million yuan, with corresponding P/E ratios of 17, 12, and 10 times [11].

中源家居公告，拟出资1600万美元投资建设越南自建生产基地项目。上述投资总额将用于公司越南自建 生产基地项目产能建设、业务发展所必须的生产经营活动，包括但不限于购置土地、建造厂房及附属设 施、购置机器设备等。 ...

Core Viewpoint - The company is expanding its overseas production capacity to meet growing market demand, particularly through its subsidiary, Kung Fu Foods in the UK, which has established significant production capabilities [1] Group 1: Production Capacity - The UK subsidiary, Kung Fu Foods, has an annual production capacity of approximately 1,000 tons for dim sum products and 700 tons for meat products, totaling around 1,700 tons [1] - The company is evaluating plans to enhance the production capacity of its UK facility to achieve a significant increase in both annual output and revenue [1] Group 2: Market Expansion Strategy - The company aims to expand its high-quality production capacity and sales channels in key overseas markets, including Southeast Asia, Europe, and North America, through strategic partnerships and external acquisitions [1]