© Cohu, Inc. All rights reserved. Page 1 Cautionary Statement Regarding Forward-Looking Statements COHU INVESTOR PRESENTATION Forward-Looking Statements: Certain statements contained in this presentation may be considered forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, including savings or value from higher yield or increasing productivity; systems installed base statements and any related financial results; assessments regarding market position fo ...

6月26日，港股三大指数集体收跌，恒生指数跌0.61%，国企指数、恒生科技指数分别下跌0.63%及 0.26%，三者均止步4连涨行情。 另一方面，特朗普称以色列与伊朗的冲突可能会再次爆发，军工股涨幅居前，中船防务涨超6%；黄金 股走强，山东黄金、灵宝黄金涨超6%；旅游股拉升，香港中旅涨近86%；石油股、食品股、博彩股、 建材水泥股、航空股等纷纷上涨。 具体来看： 权重科技股涨跌互现，快手涨超3%，小米、百度、京东、腾讯控股微涨，阿里巴巴跌超2%，美团跌超 1%，网易小幅下跌。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 V | | --- | --- | --- | --- | --- | --- | | 01024 | 快手-W | 0 | 61.750 | +1.950 | 3.26% | | 09626 | 哔哩哔哩-W | | 165.300 | +3.300 | 2.04% | | 01810 | 小米集团-W | | 56.900 | +0.250 | 0.44% | | 09888 | 百度集团-SW | | 85.750 | +0.350 | 0.41% | | 09618 | ...

《中国民航报》、中国民航网 记者赵瑜 通讯员 佳、郑雨婷 报道：在全国节能宣传周 "节能增效， 焕'新'引领"与低碳日"碳路先锋、绿动未来" 主题引领下，东航浙江分公司以基建改造、设备管理、车 辆优化为三大抓手，将绿色理念深度融入后勤保障全流程，在节能减排的实践中持续积蓄前行动力。 基建改造：旧楼焕新的低碳密码 在宁波机场工作区出勤楼54间房间改造中，东航浙江分公司开展"绿色改造"，全面淘汰高耗能射灯，换 装LED节能灯，年节电量超30%。对结构完好的旧木衣柜进行修复式焕新，仅更换损坏的五金配件便让 家具重获新生，避免直接拆除导致的材料浪费，减少木材消耗2.5立方米，装修垃圾量直降60%。同时 实现90%拆除建材（门窗、管线等）资源化利用，让"节能不减质"理念落地生根。 在设备管理方面，分公司构建"采购-盘活-处置"全周期绿色链条，新购设备以"低能耗、高性能"为核心 标准优化采购结构，新能源车辆占比稳步提升，办公打印设备实现集中化与无纸化，硒鼓采购量同比下 降超50%。积极开展"闲置设备复用"计划激活存量资源，通过维修保养延长设备使用周期，年均节约采 购成本超过15万。还建立了报废资产"竞价回收"流程，以提升 ...

智通财经APP讯，雅视光学(01120)公布，于2025年6月26日，该公司间接全资附属Arts Optic Property (M) Sdn. Bhd.拟向WWRC Malaysia Sdn. Bhd.收购该物业，代价为1288万令吉(相当于约2382.8万港元)。 于2024年，该集团透过公司间接非全资附属公司Arts Optic Lab (M) Sdn. Bhd.在马来西亚设立其光学眼 镜片业务。将予收购的该物业毗邻目前租予Arts Optic Lab (M) Sdn. Bhd.使用的另一物业，其位置理 想，可为集团日后在马来西亚扩展光学眼镜片业务预留空间。 收购事项乃集团长远业务策略的一部分。该物业一经集团投入使用，其位置预期可提高集团的营运效 率，包括改善对运输成本的控制。此外，收购事项将扩大集团的固定资产基础，并提供从该物业的资本 升值潜力中获益的机会。 将予收购的该物业为以个别业权HSM 20730, PT 18963, Mukim Telok Panglima Garang, Daerah Kuala Langat, Negeri Selangor持有的附有两(2)层办公室的半独立式工厂单位， ...

Oportun Executing Our Strategic Priorities to Drive Long-Term Stockholder Value June 2025 2 What is this proxy contest about? Stockholders should vote on the GREEN proxy card to support the management team and incumbent directors who are delivering results and committed to advancing the Company's progress and momentum 3 Oportun provides inclusive, affordable financial services that empower hardworking individuals to build better futures Supported by robust customer demand and favorable crecit and market con ...

Core Viewpoint - The successful listing of Cao Cao Mobility on the Hong Kong Stock Exchange marks a significant milestone for the company, which has developed a unique business model centered around customized vehicles in the ride-hailing industry [1][3]. Group 1: Company Overview - Cao Cao Mobility, incubated by Geely Group, has spent ten years developing a ride-hailing ecosystem focused on customized vehicles, contrasting with other platforms that pursued rapid expansion [4]. - The company has become the largest ride-hailing platform listed on the Hong Kong Stock Exchange, demonstrating resilience in a complex regulatory environment [3]. Group 2: Financial Performance - The average hourly income for Cao Cao Mobility drivers increased from RMB 30.9 in 2022 to RMB 35.7 in 2024, significantly higher than the industry average of RMB 27 [6][10]. - The customized vehicle strategy has positively impacted the company's financials, with gross profit margin improving from -5.8% in 2023 to 8.1% in 2024 [7]. Group 3: Cost Efficiency and Service Improvement - The total cost of ownership (TCO) for drivers is projected to decrease by 36.4%, reaching approximately RMB 0.5 per kilometer, enhancing operational efficiency [8]. - Cao Cao Mobility's partnership with Geely has led to a 25% reduction in maintenance time and a 54% decrease in costs, further benefiting drivers [11]. Group 4: Future Prospects and Innovations - The company is exploring the Robotaxi market, leveraging its customized vehicle experience to create a closed-loop ecosystem that integrates vehicle manufacturing, autonomous driving technology, and ride-hailing services [12][14]. - Cao Cao Mobility plans to launch a customized Robotaxi model designed for L4 autonomous driving by the end of 2026, aiming to capitalize on the future trillion-dollar market [15].

以"AI领航 算电交响"为主题的2025施耐德电气智算峰会6月26日在四川雅安召开。施耐德电气携手行业专家、客户及合作伙伴 齐聚一堂，共话AI技术带来的能源挑战与机遇，围绕数据中心前沿发展趋势、企业可持续发展等热门议题展开讨论。会上，施 耐德电气重磅发布了全新EcoStruxure Energy Operation电力综合运营系统，全面展示了从电网到芯片、从芯片到冷源的综合数 字基础设施解决方案，通过持续创新的一站式解决方案、服务与咨询，助力数据中心行业从容应对智算挑战，实现更可靠、更 高效、更强适应性、更绿色可持续发展。 智算引擎，驱动产业数智升级加速 峰会上，施耐德电气重磅发布了能源管理软件系列全新力作——EcoStruxure Energy Operation电力综合运营系统，该系统专为 中国市场打造，聚焦数据中心等关键行业领域，深度覆盖中低压配电、微网监控、新能源监控、综合能源管理等多元化应用场 景，以先进灵活、强韧可靠、智能提质、高效易用的综合价值，为客户提供更开放、更可靠、更智能的电力运营保障。 围绕数据中心韧性提升，施耐德电气通过中压环网架构、核心中压元件、电容器压力保护技术及电力模块弹性组合等 ...

Core Viewpoint - General Motors is committed to deepening its presence in China, focusing on its core joint venture business to enhance product competitiveness in the Chinese market [1][3]. Group 1: Sales Performance - In 2023, General Motors experienced a reversal in sales, with the U.S. becoming its largest single market again. Global sales in 2024 are projected to exceed 6 million units, with approximately 2.7 million units sold in the U.S. and around 1.8 million units in China [3]. - The market share and profitability of General Motors in China have improved, with a successful turnaround in the fourth quarter of the previous year after facing losses in the first three quarters [3][4]. Group 2: Strategic Focus - The company is transitioning from a strategy of "in China, for China" to "in China, for the world," indicating a broader global strategy that leverages its operations in China [4][5]. - General Motors aims to enhance its competitiveness globally by fully participating in the Chinese market, which is seen as a core element of its global competitiveness [4]. Group 3: Export and Growth - In 2024, General Motors plans to utilize a differentiated strategy to enhance its export competitiveness, with the Wuling brand expected to export 225,000 units, a 6.4% increase year-on-year, including over 40,000 units of electric vehicles, marking a 72% increase [5]. - The company acknowledges the competitive pressures faced by foreign automakers in China due to geopolitical, trade, and economic factors but remains committed to deepening its engagement in the market [5].

【博时市场点评6月26日】沪深两市整理，成交仍在高位 每日观点 今日沪深三大指数震荡整理，两市成交仍维持在1.6万亿以上。近日央行等六部门联合印发《关于金融 支持提振和扩大消费的指导意见》，提出推动中长期资金入市，提高居民财产性收入等内容，国内权益 市场风险偏好提升，沪指创年内新高。从近期高频数据来看，国内经济仍在弱修复当中，5月经济数据 体现出经济韧性，但需求不足、投资偏弱的情况仍然存在。当前经济短期目标压力不大的情况下，政策 层面有从短期刺激向长期支持转向的迹象。短期市场或仍维持震荡，配置上或倾向于科技+红利哑铃型 配置，主题轮动速度较快。 消息面 6月26日，国家发展改革委政策研究室副主任李超表示，将于今年7月份下达今年第三批消费品以旧换新 资金。同时，将协调有关方面，坚持更加注重持续性和均衡性原则，分领域制定落实到每个月、每一周 的国补资金使用计划，保障消费品以旧换新政策全年有序实施。 数据来源：同花顺，截至2025年6月26日。基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤 勉尽责的原则管理和运用基金资产，但不保证基金一定盈利，也不保证收益。基金的过往业绩并不预示 其未来表现。 MACD金叉信 ...

证券代码：001287 证券简称：中电港 服务创新。 2、公司一季度收入和利润都有大幅增长，主要原因是什么？ 2025年第一季度，公司实现营业收入174.70亿元，同比上升 249.01%；归母净利润8,455.51万元，同比增长64.99%，主要得益 于公司抢抓新能源汽车、AI算力及机器人等领域的需求机遇，实现 了收入与利润的同比大幅增长。 3、公司主要是授权分销吗？授权分销商和非授权分销商的区 别是什么？ 深圳中电港技术股份有限公司 投资者关系活动记录表 编号：2025-06 | 投资者关系活动类别 | 特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 ☐业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 活动参与人员 | 华福证券 杨钟、郭其伟 | | 时间 | 2025年6月26日10:00-11:00 | | 地点 | 公司会议室 | | 形式 | 线下 | | 上市公司接待人员姓名 | 证券事务代表 谢日增 | | | 证券事务专员 邓丽婷 | | 交流内容及具体问答记录 | 公司与投资者就 ...