7月10日晚间，莲花控股（600186）股份有限公司（以下简称"莲花控股"）发布2025年半年度业绩预 告，公司预计今年上半年实现归属于上市公司股东的净利润1.6亿元至1.7亿元，同比增长58.67%至 68.59%；报告期内预计实现扣非后净利润1.62亿元至1.72亿元，同比增长59.13%至68.95%。 对于业绩的大幅增长，莲花控股方面解释称，报告期内，公司经营发展稳中向好，核心竞争力不断增 强。2025年上半年产品销售总量增加，销售收入实现较大增长，销售净利率同比提升。同时，公司降本 增效举措取得良好成效，保持较高运营效率。 莲花控股相关负责人对《证券日报》记者表示："今年上半年公司根据市场需求，持续推出新产品，其 中新型健康调味品产品销售收入增速明显。" 据悉，今年上半年莲花控股以"品牌复兴战略"为指引，围绕经营主业，加快培育和发展新质生产力，加 快新模式、新机制、新产品、新渠道等在经营发展中的创新实践，推动主营业务持续做大做强。 莲花控股以调味品及食品研发、生产和销售为主营业务，此外，还推出了天然矿泉水、红枣桂圆枸杞水 等产品，已形成多元化的产品体系。 在水产品方面，莲花控股今年4月份推出莲花19 ...

齐鲁晚报.齐鲁壹点李梦瑶 作为全国第14个国家级都市圈，济南都市圈正加速融合发展，近日，济南市政协组织开展重点提案督办月度商量活动，从基础设施的"硬 联通"到产业协作的"软联动"，再到公共服务的"心相通"，推动济南都市圈朝着"协同更高效、发展更均衡、民生更幸福"稳步迈进。 当前，济南国际机场扩建工程正加速推进，在GTC综合交通中心，济南机场扩建指挥部办公室副主任、济南市城乡交通运输局航空和水 运处处长王立嵩介绍，未来这里将引入济滨高铁及3条地铁线路，打造集航空、高铁、轨道交通于一体的GTC综合交通中心，实现多种交 通方式"零换乘"，日均至成都等枢纽城市航班达7-8班，济南机场成为区域化枢纽。 在水运领域，小清河"黄金水道"的潜力持续释放。山东水运发展集团有限公司总经济师孙大川介绍，目前，小清河内河船只能从济南港 到寿光港181公里，到海港潍坊还缺11公里没有打通。若11公里断链打通，将实现与潍坊海港的无缝衔接。"我们还预留了从小清河到机 场货运区的一条线，这样就是空水联运空铁联运，未来都要实现。"济南市城乡交通运输局综合规划处副处长周建国表示。 交通规划层面，山东省交通规划设计院专家崔纪鹏提出"对外辐射、对内 ...

重组公告日，股价"见光死"，疑提前泄密！ | 作者 | | 观韬 | | --- | --- | --- | | 编辑 | | 小白 | 近期复盘，一次意料之外的股价波动引起了风云君的好奇。 上市公司 杰美特（300868.SZ）在6月20日即周五盘后公告筹划重大资产重组，拟以现金方式购买思 腾合力（天津）科技有限公司（以下简称" 思腾合力"）控制权。 杰美特是手机保护壳上市第一股，思腾合力的主要产品则包括算力服务器、AI管理软件及云计算， 是一家AI算力解决方案提供商，听上去要比手机保护壳要高大上不少。 照理说这么"丝滑"的业务转型不得3个涨停板起步，但杰美特当天开盘象征性冲高后，股价便开始迅 速回落，最终当天收盘大跌6.9%，全天振幅高达14.3%，换手率13.94%，走势呈现破位下跌形态。 而在重组消息公布之前，杰美特自4月底以来已累计上涨超40%，在经历公告首日的大额换手率和宽 幅震荡后，6月23日至7月8日，杰美特下跌超10个点，有人提前走漏了杰美特的重组消息？ 上市 后 深陷 亏损泥潭 ， 命门在手机壳 杰美特成立于2006年，2020年8月在深交所上市，不过一上市就患上风云君多次介绍过的"上市综 ...

Core Viewpoint - The company, Lianhua Holdings, is responding to an inquiry from the Shanghai Stock Exchange regarding the sustainability and profitability of its computing power service business, which has shown high gross margins but incurred losses in 2024 [1][2]. Financial Performance - In 2024, the computing power service business generated revenue of 80.64 million yuan, with a gross margin of 42.45%, but reported a net loss of 14.56 million yuan [1][2]. - The breakdown of costs includes operating costs of 46.41 million yuan (57.55% of revenue), financial expenses of 26.13 million yuan (32.40%), and asset impairment losses of 11.26 million yuan (13.96%) [1][2]. Investment Recovery - The company has invested a total of 637.92 million yuan in fixed assets for its computing power services, with an expected cash inflow of 610.33 million yuan over the next five years, resulting in an estimated investment recovery period of approximately 4.86 years [2][5]. Financing and Costs - The computing power business primarily relies on external financing, with total borrowings of 509.38 million yuan as of the end of 2024, leading to significant interest expenses that impacted profitability [1][2]. - The average capital cost for the company is calculated at 5.13%, with interest expenses for the computing power business amounting to 26.28 million yuan, which is 180.53% of the net profit [5][6]. Client and Supplier Relationships - The company disclosed its top ten clients for the computing power service, detailing contract amounts, revenue recognition, and payment statuses, indicating a diverse client base [6][7]. - There are no significant related party transactions or conflicts of interest identified between the company and its clients or suppliers, ensuring the integrity of business operations [6][7]. Asset Impairment - The company recognized an asset impairment loss of 11.26 million yuan due to market price fluctuations affecting the value of its computing power equipment, which is a significant factor contributing to the overall losses [2][5].

Group 1 - The core viewpoint of the article is that Jiangsu Litong Electronics Co., Ltd. has significantly increased its revenue from computing power business, achieving 455 million yuan in 2024, a year-on-year increase of 3817%, with a gross profit margin of 53.42% [2][5][6] - The computing power business includes leasing and technical service maintenance, primarily operating in domestic and Southeast Asian markets, with a total computing power leasing scale of 13,000P by the end of 2024 [2][5] - The company has established strategic partnerships with major manufacturers and service providers, enhancing its resource advantages in the computing power market [7] Group 2 - The revenue and cost structure of the computing power business shows that domestic revenue was 426.57 million yuan with a gross margin of 50.54%, while overseas revenue was 28.63 million yuan with a gross margin of 96.28% [9][10] - The company’s computing power leasing business generated 301.94 million yuan in revenue with a gross margin of 34.93%, while technical service maintenance contributed 43.53 million yuan with a gross margin of 64.26% [10] - The company’s computing power business has maintained a high gross profit margin due to its operational model and the high demand for AI computing power in the market [6][8] Group 3 - The company’s subsidiaries, Century Litong and LETACTCLOUD, reported revenues of 384 million yuan and 6.3 million yuan respectively in 2024, with significant differences in net profit margins and cash flow [16][19] - Century Litong primarily focuses on domestic customers, while LETACTCLOUD serves international clients, leading to different cash flow dynamics due to prepayments and service delivery timelines [17][19] - The company has seen a substantial increase in other receivables and prepayments, indicating a growing scale of operations and investment in computing power resources [16][19]

2024年，北交所上市公司以创新驱动发展，在复杂经济环境下交出一份高质量发展答卷：全年总营收达 1808.45亿元，85%的企业实现盈利，研发投入超91亿元，专利总数达2.69万项；中小企业营收连续五年 增长，专精特新企业加速崛起。上市公司以高分红、强回购等方式回馈投资者，并通过多元化市值管理 提振市场信心。在深化科技赋能与实体经济修复的共振下，北交所上市公司以研发突破、投资扩产和高 效运营，展现了创新型中小企业的澎湃动能。 目前，北交所全部265家上市公司已披露2024年年报。在整体业绩保持平稳的基调下，北交所上市公司 的营收结构进一步优化，头部企业引领作用显着。 持续强化创新驱动是北交所上市公司实现盈利稳健增长的不二法则。2024年，北交所上市公司研发投入 金额合计超91亿元，其中六成以上公司研发投入同比增长，14家公司研发投入超1亿元。上市公司平均 研发强度连续3年增长，2024年研发强度达5.04%，超四成公司研发强度同比增加，41家公司研发强度 超10%。截至2024年末，北交所公司专利总数达2.69万项，同比增长8.64%，其中发明专利数量近7000 项，同比增长21.86%。 创新引擎不仅推动技 ...

Core Viewpoint - The company plans to increase its investment in its subsidiary, Xiechuang Cloud Computing, by 940 million yuan to expand its computing power service scale and enhance its cloud platform capabilities [1][2]. Group 1: Financial Performance - In Q1 2025, the company reported revenue of 2.077 billion yuan, representing an 18.11% year-on-year increase, and a net profit of 169 million yuan, up 4.29% year-on-year [1][3]. - Total assets reached 9.997 billion yuan, reflecting a 36.85% year-on-year growth [1]. Group 2: Investment and Expansion - The planned capital increase will raise Xiechuang Cloud Computing's registered capital from 10 million yuan to 950 million yuan, positioning it as the core entity for the company's computing power business [2]. - The company has signed server procurement contracts worth up to 3 billion yuan, which will further strengthen its computing power leasing service capabilities [2]. Group 3: Business Development - The company is focusing on four main business areas: smart storage, intelligent IoT, cloud services, and computing power services, which are all showing growth [3]. - In the smart storage sector, the company is expanding its storage market presence while developing self-researched storage chips [3]. - The intelligent IoT business has expanded its product matrix to 12 categories, covering various applications in home, security, medical, and industrial sectors [3]. Group 4: Innovation and R&D - The company has seen a significant increase in patent numbers, surpassing 460 patents as of Q1 2025, indicating a strong focus on innovation [4]. - R&D expenditures have consistently increased, reaching 24.41 million yuan in Q1 2025, a 3.19% year-on-year growth [4].

2023年初，以ChatGPT为代表的大模型应用的出现驱动智算需求迅速攀升，国内地方政府、电信运营商 与互联网企业加速布局，掀起智算中心建设热潮。时至今日，以DeepSeek为代表的开源模型引发业界 对算力需求变革的新一轮思考。 近期，工业和信息化部印发《算力互联互通行动计划》，立足提高公共算力资源使用效率和服务水平， 促进算力高质量发展。证券时报记者调研多家行业企业，试图从智算中心面临的困境中，探寻算力可持 续、高质量发展的路径建议。受访业内人士认为，虽然今年算力闲置情况将有所好转，但算力中心建设 仍需探索出更为高效合理的新模式。 加力投资 与算力服务合同撤单共存 部分算力闲置的原因是需求预测偏差和生态不成熟。软通动力（301236）首席人工智能官金亚东向记者 表示，在智能算力"井喷"的情况下，人工智能应用需求仍处于爬坡期。尽管近年来人工智能应用持续增 多，但仍难以完全消纳已建设算力。同时，DeepSeek等人工智能现象级产品的面世，使得市场对于算 力的需求从训练逐渐转向推理。市场对于推理算力的需求指数级增长，部分已建成的智算中心在算力的 软硬件结构出现难以适配新需求的情况，加剧算力供需的错配。 在燧原科技 ...

| 国泰海通证券股份有限公司关于江苏迈信林航空科技股份有限 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 公司 2024 年年度报告的信息披露监管问询函的核查意见 | | | | | | | | | | | | | | 上海证券交易所： | | | | | | | | | | | | | | 根据贵所《关于对江苏迈信林航空科技股份有限公司 2024 年年度报告的信 | | | | | | | | | | | | | | 息披露监管问询函》（上证科创公函【2025】0173 号，以下简称"问询函"）的要 | | | | | | | | | | | | | | 求，国泰海通证券股份有限公司（以下简称"国泰海通"或"持续督导机构"）作为 | | | | | | | | | | | | | | 江苏迈信林航空科技股份有限公司（以下简称"迈信林"或"公司"）的持续督导机 | | | | | | | | | | | | | | 构，对迈信林就问询函相关问 ...

证券代码：600666 证券简称：奥瑞德 公告编号：临2025-028 奥瑞德光电股份有限公司 股票交易异常波动公告 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、准确性和完整性承担法律责任。 重要内容提示： 行业政策未发生重大调整。经公司董事会自查并向公司控股股东青岛智算信息产业发 展合伙企业（有限合伙）（以下简称"青岛智算"）函证，除已披露的事项外，截至 本公告披露之日，公司及公司控股股东青岛智算不存在应披露而未披露的重大信息。 化、公司运营人才及业务经验等因素的影响，业绩存在重大不确定性，请投资者注意 相关业务业绩风险。 质押并全部被司法冻结，对于左洪波、褚淑霞业绩补偿股份的追索存在重大不确定性。 同时，左洪波、褚淑霞因其他债务纠纷个人资产权利受限，业绩承诺补偿现金的追索 亦存在重大不确定性。 投资人已发生减持行为，后续仍有可能继续减持，请广大投资者注意投资风险。 请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动具体情况 公司股票交易于 2025 年 6 月 26 日、2025 年 6 月 27 日、2025 年 6 月 ...