（文章来源：证券日报） 证券日报网讯聚光科技10月9日在互动平台回答投资者提问时表示，公司积极布局海外市场，结合公司 实际情况制定合理的目标与营销计划，具体营收情况请关注定期报告。 ...

此次H股发行尚需获得中国证监会、香港证监会和香港联交所的批准，存在不确定性。 极米科技此次赴港IPO备受市场关注，与其近期惊人的业绩表现密切相关。 根据公开信息，该公司2025年上半年实现营业收入16.26亿元，同比增长1.63%；归属于上市公司股东的净利润高达8866.22万元，同比暴增2062.34%。 这种增长态势在2025年第一季度已现端倪，当季公司实现归母净利润6263.91万元，同比增长337.45%。 国内智能投影龙头极米科技，在登陆科创板四年后，正式向香港资本市场发起冲击。 智能投影行业龙头企业极米科技近日向香港联交所递交了主板上市申请，迈出了其国际化战略的关键一步。该公司目前已在上交所科创板上市，此次赴港 IPO由中金公司独家保荐。 2025年9月29日，极米科技正式向香港联交所递交了H股发行上市申请，并在香港联交所网站刊登了申请资料。 该公司在公告中特别指出，本次发行的认购对象仅限于符合相关条件的境外投资者及有权进行境外证券投资的境内合格投资者。 2021年3月3日，极米科技在上交所科创板挂牌上市，成为国内智能投影领域的重要上市企业。 经过多年发展，极米科技已从单一的家用投影业务拓展至车载 ...

● 合作主要内容 近日，广东芳源新材料集团股份有限公司（以下简称"公司"）与某日本企业、目标公司（基于双方保密 约定，不便披露具体名称）以书面方式签订了合作协议。公司计划通过技术输出以及参股的形式，以目 标公司为项目实施主体，与某日本企业合作在日本开发和生产NCMA系/NCA系/NCM系前驱体。公司将 向目标公司提供技术和工艺，并按照项目实施阶段分批次向目标公司收取共计48亿日元（按照2025年9 月25日中国外汇交易中心受权公布的人民币汇率中间价100日元对人民币4.7885元计算，折合人民币约 22,984.80万元）的技术服务费、设计费用和运行技术使用费。 ● 对上市公司当年业绩的影响 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688148 证券简称：芳源股份公告编号：2025-053 转债代码：118020 转债简称：芳源转债 广东芳源新材料集团股份有限公司 关于签订技术出口合作协议的公告 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。 重要内容提示： 2025年4月，公司已收取13,225万日元 ...

盈利"上岸"的赛力斯进入IPO"倒计时"。9月25日，赛力斯发布公告称，公司近日收到中国证监会出具的 《关于赛力斯集团股份有限公司境外发行上市备案通知书》（以下简称《备案通知书》）。《备案通知 书》显示，赛力斯拟发行不超过3.31亿股境外上市普通股并在中国香港联合交易所上市。 北京商报记者 刘晓梦 赛力斯前身为小康股份，成立于1986年，2016年成功登陆上交所。去年底，资本市场便已传出赛力斯将 赴港二次上市的消息。彼时，有消息称，赛力斯考虑在中国香港二次上市，筹集超10亿美元资金。随后 今年3月，赛力斯发布公告称，公司于今年3月30日召开董事会和监事会，审议通过发行H股股票并在中 国香港联合交易所有限公司上市的议案。4月28日，赛力斯集团股份有限公司向港交所提交上市申请 书，联席保荐人为中金公司、中国银河国际。 值得一提的是，谋求二次上市的赛力斯，刚刚进入"造血"期。财报显示，去年赛力斯归属于上市公司股 东的净利润达59.46亿元。近五年来，赛力斯的净利润首次扭亏为盈。据赛力斯官网，目前集团的整车 业务板块包括瑞驰、蓝电、AITO（问界）及DFSK。申请书显示，问界为赛力斯整车业务的核心品牌。 截至目前，问 ...

Core Viewpoint - Company Cyberspace is entering the countdown for its IPO after receiving approval from the China Securities Regulatory Commission for its overseas listing in Hong Kong, aiming to issue up to 331 million shares [2] Group 1: IPO Details - Cyberspace plans to raise over $1 billion through its second listing in Hong Kong, with the intention to issue no more than 331 million ordinary shares [2] - The company has previously indicated its intention to diversify its funding sources and enhance its market presence through this IPO [3] Group 2: Fund Utilization - The net proceeds from the IPO will be allocated as follows: 70% for R&D, 20% for new marketing channels and overseas sales, and 10% for working capital and general corporate purposes [3] - The focus on R&D aims to enrich the product portfolio and enhance core technological capabilities [3] Group 3: International Market Strategy - Cyberspace is committed to localizing its high-end brand offerings in overseas markets and developing international electric vehicle models that meet local standards [4] - The company plans to explore various strategies for global market expansion, including partnerships, joint ventures, and acquisitions [4] Group 4: Financial Performance - Cyberspace reported a net profit of 5.946 billion yuan last year, marking its first profit in five years [4] - The company has a total debt of 82.458 billion yuan, with a debt-to-equity ratio of 87.38%, indicating a significant reliance on external financing [5] Group 5: Strategic Acquisitions - The company has been actively acquiring assets, including the purchase of the AITO brand and related patents for 2.5 billion yuan, and a 10% stake in Shenzhen Yiwang Intelligent Technology for 11.5 billion yuan [5]

Core Insights - The event "2025 Shanghai Listed Companies Collective Reception Day and Mid-Year Performance Briefing" was held on September 19, focusing on the achievements and future plans of companies in the region [1] Company Overview - Nenghui Technology (301046) is actively expanding its overseas energy storage projects through business negotiations, offering integrated liquid cooling energy storage system cabinets and maintaining a technological edge in energy storage systems [1] - The company has established a comprehensive overseas market layout, successfully building sales channels and registering an overseas energy storage company in the Netherlands [1] - Nenghui Technology has achieved full coverage of mainstream certifications for its energy storage products, including IEC62477, IEC61000, IEC62619, IEC63056, UL9540A, EN50549, and UN38.3 [1] Project Development - Ongoing energy storage projects are progressing in the UK and Poland, indicating a robust pipeline of international initiatives [1] - The company has evolved into a provider of new energy products and technical services, focusing on the research, design, system integration, and investment operation of new energy power stations, as well as offering new energy storage products and electric heavy truck charging and swapping equipment [1]

Group 1 - The core viewpoint of the article highlights the progress and strategic initiatives of Nenghui Technology in the overseas energy storage market, emphasizing their commitment to maintaining technological advantages and expanding sales channels [1] - Nenghui Technology's chairman, Luo Chuan Kui, discussed the company's approach to acquiring overseas energy storage projects primarily through business negotiations, showcasing their integrated liquid cooling energy storage system products [1] - The company has successfully established an overseas energy storage company, with its Dutch subsidiary registered and achieving comprehensive coverage of mainstream certifications for energy storage products [1] Group 2 - Nenghui Technology is deeply engaged in the renewable energy sector, evolving into a provider of renewable energy products and technical services, focusing on the research, design, system integration, and investment operation of renewable energy power stations [1] - The company also offers new energy storage products, electric heavy truck charging and swapping equipment, and comprehensive energy services, indicating a diversified approach to the renewable energy market [1] - Ongoing energy storage projects in the UK and Poland are progressing in an orderly manner, reflecting the company's active expansion in international markets [1]

证券代码：002812 证券简称：恩捷股份 债券代码：128095 债券简称：恩捷转债 云南恩捷新材料股份有限公司 投资者关系活动记录表 编号：2025-011 | | 特定对象调研 □分析师会议 ☑ | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与单位名 | 嘉实基金、Bernstein、Qatar Investment Authority、Capital international | | 称及人员姓 | Investors、Munro lnvestment、Carrhae Capital LLP、Springs Capital（Hong Kong） | | 名 | Ltd 等机构 | | 时间 | 2025 年 9 月 16 日 | | 地点 | 上海恩捷行政楼 | | 上市公司接 | 恩捷股份副总经理禹雪、投资者关系经理徐晶晶 | | 待人员姓名 | | | | 公司就投资者以下问题进行回复： | | | 1、公司海外市场优势？ | | | 公司有海外产能、众多海外客户 ...

Group 1 - The core announcement is that Anhui Longi Magnetic Technology Co., Ltd. plans to invest approximately 210 million yuan in the second phase of its project in Vietnam, which includes the production of 25,000 tons of permanent magnetic ferrite pre-burned materials and 10,000 tons of high-performance permanent magnetic ferrite wet-pressed magnetic tiles annually [1][2] - The investment aims to enhance the company's capacity layout to meet future business development and market expansion needs, which is deemed significant for the company's long-term stable growth [1] - The rapid development of the new energy vehicle market is expected to drive the demand for automotive motors, thereby increasing the market demand for permanent magnetic ferrite, which is a core component of automotive motors [1] Group 2 - The second phase project is part of Longi Magnetic's major planning actions for the next three years, with the goal of achieving an annual production capacity of 60,000 tons of permanent magnets [2] - The project will localize the supply of raw materials, effectively reducing transportation costs and shortening supply cycles, while enhancing the company's control over raw material quality [2] - Longi Magnetic has production bases in Thailand and other locations, which facilitates resource sharing and collaborative development across different business segments [3]

Core Viewpoint - Company held an online investor reception event to discuss various aspects of its business, including planting investments, e-commerce operations, channel performance, and overseas market strategies [1] Planting Investment Situation - Company has a total of 28,000 acres for pecan and macadamia nut cultivation, with 12,000 acres self-owned for pecans and 3,000 acres for macadamia nuts, while collaborating on an additional 13,000 acres for pecans [2] - Currently, the company does not have self-owned sunflower seed planting bases and uses an order agriculture model for sunflower seed sourcing, with plans to increase overseas trials for sunflower seeds in the future [2] E-commerce Business Planning - Investors expressed interest in promoting konjac products on the company's e-commerce live streaming platform, which the company will relay to its e-commerce department [3] - To address low gross margins in e-commerce, the company plans to optimize product structure, customize exclusive products, launch new items, enhance Douyin live streaming, and strengthen content marketing to improve sales and operational quality [3] Channel Performance and Planning - In the first half of 2025, the company reported continuous revenue growth from Sam's Club and snack wholesale stores [4] - The company plans to expand these channels further in the second half of the year and continuously introduce suitable products [4] Overseas Market Layout - Company aims to focus on the Southeast Asian market, increasing new product promotions and channel breakthroughs while enhancing content marketing and interaction with global consumers [5] - Currently, the main overseas products are sunflower seeds, with plans to promote nuts, crispy potato chips, and konjac products in the future [5] Raw Material Situation - In the first half of 2025, the cost of sunflower seed raw materials increased by approximately 10-15% compared to the same period last year [6] - The company sources sunflower seeds primarily from Xinjiang and Inner Mongolia and plans to enhance overseas trial planting while optimizing procurement models and decision-making efficiency to stabilize raw material price fluctuations [6] Other Business Dynamics - The company will increase online promotion and offline channel expansion for nut milk products [7] - Ice cream products are currently being trialed on platforms like JD, Tmall, and Pinduoduo, with positive results [7] - Konjac products are in trial sales in some Southeast Asian countries and online channels, with plans for gradual offline launches in key domestic cities [7]