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解码石岩:从“工业第一街”到“新质生产力”策源地
Nan Fang Du Shi Bao· 2025-06-27 06:33
地图之上,深圳西北,石岩湖的波光里,曾映照过工业时代初期的粗犷轮廓——厂房林立,机器轰鸣, 那是属于"工业第一街"的峥嵘岁月。时代的罗盘已悄然转向。当"新质生产力"的浪潮奔涌而至,这片沉 淀了深厚工业底蕴的土地在"智、造、城"的维度坐标系中重绘发展轨迹。一场关乎未来城市形态与产业 文明的变革,正以石岩为策源地展开。 "造"的淬炼——"工业第一街"的焕"新"密码 全国31个制造业大类,其独占27席,石岩几乎是一部微缩的中国制造业百科全书,然而,在新的产业语 境下,遇上"新质生产力"浪潮,这个"产业全能选手"如何突破"大而全"的惯性束缚?石岩给出的答案藏 在一组数字里:12个旧园区率先完成了蝶变,土地的产出效益由1.17亿元每万平方米,提升至2.2亿元每 万平方米,数字的背后是资源配置效率的优化,为更高能级的产业腾挪出的空间。被激活的制造业土壤 上奔涌着新质生产力的热潮,三大战略性新兴产业集群——超高清显示、功率半导体、新能源,正以一 种"聚木成林"的方式迅速崛起。5家百亿级"巨舰"领航,超40家国家级专精特新"小巨人"企业星罗棋 布,形成了三大千亿级产业集群,让"石岩智造"的成色愈发闪亮。 走进创维创新谷,一个 ...
IPO雷达|3年亏近8亿元!视涯科技携“豪华”辅导团冲刺科创板,大客户依赖症待解
Sou Hu Cai Jing· 2025-06-27 06:27
Core Viewpoint - The company, Visionary Technology Co., Ltd., has had its IPO application accepted by the Shanghai Stock Exchange, indicating a significant step towards public listing despite ongoing financial losses and high customer concentration risks [1][3]. Financial Performance - For the reporting period from 2022 to 2024, Visionary Technology is projected to achieve revenues of approximately 190 million yuan, 215 million yuan, and 280 million yuan respectively, while incurring net losses of 247 million yuan, 304 million yuan, and 247 million yuan, totaling a cumulative loss of about 798 million yuan [1][2]. - The company's total assets are expected to grow from 2.26 billion yuan in 2022 to 3.15 billion yuan by the end of 2024, while the equity attributable to shareholders is projected to decrease from 1.56 billion yuan in 2022 to 2.16 billion yuan in 2024 [2]. - The operating revenue for 2024 is estimated at 280 million yuan, up from 215 million yuan in 2023 and 190 million yuan in 2022 [2]. Cash Flow and Investment - The company has faced negative cash flow from operating activities, with net cash flows of -223 million yuan, -287 million yuan, and -75.62 million yuan over the reporting periods [3]. - A significant portion of revenue is allocated to research and development, with R&D expenses accounting for 95.93% of operating revenue in 2024, indicating a strong focus on innovation [2]. Customer Concentration and Market Position - Visionary Technology has a high customer concentration, with the top five customers contributing 75.59%, 76.62%, and 73.61% of total revenue in the respective years [3]. - The company has established strategic partnerships with key players in the XR field, which are crucial for future financial performance and operational development [3]. Risks and Challenges - The company faces risks related to project completion, production capacity, and market demand fluctuations, which could adversely affect future operations and profitability [4].
臻宝科技董事长妻子夏冰软件测试员出身,任效率工程部总监
Sou Hu Cai Jing· 2025-06-27 05:20
Core Viewpoint - Chongqing Zhenbao Technology Co., Ltd. has received acceptance for its IPO application on the Sci-Tech Innovation Board, with CITIC Securities as the sponsor [2]. Company Overview - Zhenbao Technology focuses on providing manufacturing equipment vacuum chamber components and surface treatment solutions for the integrated circuit and display panel industries [2]. - The main products include silicon, quartz, silicon carbide, and alumina ceramic components, as well as surface treatment services such as thermal spraying regeneration, anodizing, and precision cleaning [2]. Financial Performance - Projected revenues for Zhenbao Technology from 2022 to 2024 are 386 million yuan, 506 million yuan, and 635 million yuan respectively [2]. - Projected net profits for the same period are 81.62 million yuan, 108 million yuan, and 152 million yuan respectively [2]. Key Financial Metrics - Total assets are projected to reach 1.268 billion yuan in 2024, up from 1.021 billion yuan in 2023 and 552.33 million yuan in 2022 [3]. - The company's net profit is expected to increase to 151.91 million yuan in 2024 from 107.81 million yuan in 2023 and 81.62 million yuan in 2022 [3]. - The return on equity is projected to be 17.10% in 2024, down from 24.46% in 2023 and 28.92% in 2022 [3]. Ownership Structure - The actual controller, Wang Bing, directly holds 51.625 million shares, accounting for 44.33% of the total share capital, and controls an additional 12.88% through partnerships [3]. - Wang Bing's family members, including his spouse and siblings, are also significant shareholders and act in concert with him [4].
南极光成任天堂供应商股价翻倍 首季营收增265%将持续受益Switch2
Chang Jiang Shang Bao· 2025-06-26 23:25
Core Insights - The company, Nanji Guang, is the exclusive supplier of backlight modules for Nintendo's Switch2, which has seen impressive sales of over 3.5 million units within four days of its launch, surpassing the initial sales of both Sony's PS5 and the previous Switch model [1][2] - The company has reported significant financial improvements, achieving a revenue increase of 265.54% and a net profit growth of 367.01% in Q1 2024, marking a turnaround from previous losses [1][4] - The stock price of Nanji Guang has more than doubled, increasing over 100% since its low point in April 2025 [1][2] Company Performance - Nanji Guang's revenue for 2024 was reported at 457 million yuan, a slight decrease of 2.5% year-on-year, while net profit reached 20.63 million yuan, indicating a return to profitability [4] - In Q1 2024, the company achieved a revenue of 186 million yuan, with net profit exceeding 29.73 million yuan, reflecting a growth rate of over three times compared to the previous year [4][6] - The company has shifted its strategy from a heavy reliance on the mobile supply chain to a more diversified approach, targeting multiple application scenarios and both domestic and international markets [4][5] Market Position and Strategy - Nanji Guang is the only backlight module supplier certified by Nintendo, which enhances its credibility and market position in the high-end gaming display module sector [2][3] - The company has established stable partnerships with leading clients, including major brands in consumer electronics and automotive sectors, which supports its supply chain stability and profitability [4][6] - The international revenue share of Nanji Guang has significantly increased, rising from 6.25% in 2023 to 48.42% in 2024, indicating successful market expansion [5]
177项目签约 引资1608亿元
Nan Fang Du Shi Bao· 2025-06-26 23:12
企业展示区展出智能装备。 "投资广州,就是投资未来。这不仅是口号,更是立邦扎根广州二十多年的真切体会。"昨日,立邦中国 区首席执行官钟中林在参加第十一届广州国际投资年会时如是说。作为一家扎根广州二十余年的企业, 立邦早已深度融入广州"制造业立市"的发展浪潮。会上,立邦作为广州首批"城市合伙人"获授牌,未来 将打造城市与企业共生共荣的创新样本。 在此次投资年会中,广州与企业牵手的场景比比皆是。800余名全球投资者、世界500强高管、新锐科创 企业代表齐聚一堂,以"签约177个项目,涵盖24个产业领域,预计总投资额1608亿元,预计产值/营收 额达3064亿元"的数据,发出招商引资的最强音。 投资 广州新增经营主体全国第一 6月26日,第十一届广州国际投资年会在广州白云国际会堂拉开帷幕。 由此,5大关键产业自然成为广州的投资重点,一批相关民营企业选择广州、投资广州——高德地图将 在花都区打造"空中高德"示范基地,上海哈啰普惠科技有限公司在海珠区落地智驾总部,小鹏汽车新布 局南区零部件产业园,恒瑞医药落子mRNA创新药研发和产业化项目,科赛睿生物将在广州研发全球首 创针对难以成药靶点的抗肿瘤新药…… 截至目前,广州 ...
南京达斯琪:创新引领全息显示技术 打造文旅新体验
Xin Hua Ri Bao· 2025-06-26 22:04
Group 1 - The core product of the company is the holographic 3D speaker, priced at $800, which has already received over 10,000 orders in North America [1] - The company has evolved significantly since its inception in 2017, gaining recognition and multiple honors such as being a national high-tech enterprise and a leading innovative enterprise in Nanjing [1] - The company has established a strong presence in the holographic imaging sector, serving over a hundred well-known global enterprises and expanding its product and service offerings internationally [1] Group 2 - Nanjing city has implemented measures to promote local brands in the cultural tourism sector, providing financial support and policy guidance, benefiting companies like the holographic firm [2] - The company launched a 3-meter outdoor product in 2022, successfully implemented in various renowned night tourism projects, showcasing its innovative capabilities [2] - The outdoor holographic product has gained recognition as an excellent case for technological enhancement in national cultural tourism equipment by the Ministry of Culture and Tourism and the Ministry of Industry and Information Technology [2] Group 3 - The company has successfully developed its first consumer electronic product, the "HoloSound Speaker," which combines high-quality audio with holographic display technology, aiming to provide an unprecedented audio-visual experience [3] - The crowdfunding campaign for the HoloSound Speaker on Kickstarter raised nearly 3 million HKD, indicating strong market interest [3] - The company continues to pursue innovation and market expansion while benefiting from supportive government policies in Nanjing [3]
亚世光电: 募集资金管理办法
Zheng Quan Zhi Xing· 2025-06-26 16:30
亚世光电(集团)股份有限公司 第一章 总则 第一条 为规范亚世光电(集团)股份有限公司(以下简称"公司")募集资 金的管理,提高募集资金的使用效率,切实保护股东的合法权益,根据《中华人 民共和国公司法》、《中华人民共和国证券法》(以下简称"《证券法》")、《上市 公司募集资金监管规则》、 《深圳证券交易所股票上市规则》 (以下简称"《上市规 则》")、《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范 运作》等法律、法规、规章和规范性文件以及《亚世光电(集团)股份有限公司 章程》(以下简称"《公司章程》")的有关规定,结合公司实际情况,特制定本 办法。 第二条 本办法所称募集资金是指公司通过发行股票或者其他具有股权性 质的证券,向投资者募集并用于特定用途的资金,但不包括公司为实施股权激励 计划募集的资金。 第三条 募集资金到位后,公司应及时办理验资手续,由符合《证券法》规 定的会计师事务所审验并出具验资报告。 第四条 募集资金的使用应本着规范、透明、注重效益的原则,处理好投资 金额、投入产出、投资效益之间的关系,控制投资风险。 第五条 公司的董事、高级管理人员应当勤勉尽责,确保公司募集资金安全 ...
亚世光电: 年报信息披露重大差错责任追究制度
Zheng Quan Zhi Xing· 2025-06-26 16:30
Core Points - The company aims to enhance the quality and transparency of annual report disclosures, ensuring the authenticity, accuracy, completeness, and timeliness of information [1][2] - The company has established a system to hold responsible parties accountable for significant errors in annual report disclosures [3][5] - The criteria for identifying significant accounting errors and disclosure mistakes are clearly defined, including specific thresholds for financial metrics [5][7] Group 1: Disclosure Responsibilities - The financial director, accounting personnel, and department heads must strictly adhere to accounting standards and internal control systems to ensure accurate financial reporting [2] - Violations of laws or regulations by key stakeholders during the annual report disclosure process will lead to accountability measures [2][3] Group 2: Error Identification and Handling Procedures - Significant accounting errors are defined as those that could impact users' judgments regarding the company's financial status, with specific thresholds for assets, liabilities, income, and profit [5][6] - The company must correct any significant errors in previously disclosed financial reports according to regulatory guidelines [6][7] Group 3: Accountability Measures - The company will pursue accountability for significant disclosure errors, following principles of objectivity, fairness, and proportionality in assigning responsibility [3][4] - Disciplinary actions for responsible parties may include warnings, corrective orders, and potential termination of employment, with the results affecting annual performance evaluations [8][9]
亚世光电: 董事会薪酬与考核委员会议事规则
Zheng Quan Zhi Xing· 2025-06-26 16:30
亚世光电(集团)股份有限公司 第一章 总则 第一条 为进一步建立健全亚世光电(集团)股份有限公司(以下简称"公司 ")董事及高级管理人员的考核和薪酬管理制度,完善公司治理结构,根据《中华 人民共和国公司法》(以下简称"《公司法》")、《中华人民共和国证券法》、《上 市公司治理准则》、《深圳证券交易所股票上市规则》、《深圳证券交易所上市公司自 律监管指引第 1 号——主板上市公司规范运作》、《亚世光电(集团)股份有限公司章 程》(以下简称"《公司章程》")及其他有关规定,公司特设立董事会薪酬与考核 委员会(以下简称"薪酬与考核委员会"),并制定本议事规则。 第二条 薪酬与考核委员会是董事会下设的专门工作机构,主要负责制定董事、 高级管理人员的考核标准并进行考核,制定、审查董事、高级管理人员的薪酬政策 与方案,对董事会负责。 第三条 本议事规则所称董事是指在本公司支取薪酬的董事,高级管理人员是指 董事会聘任的总裁、副总裁、董事会秘书、财务总监。薪酬与考核委员会委员及其 下设工作组成员,应当受本议事规则的约束。 第二章 人员组成 第四条 薪酬与考核委员会成员由三名董事组成,其中独立董事应当过半数。 第五条 薪酬与考 ...
亚世光电: 对外投资管理制度
Zheng Quan Zhi Xing· 2025-06-26 16:30
Core Points - The document outlines the external investment management system of Asia Optical (Group) Co., Ltd, aiming to regulate investment behavior, control risks, and enhance investment efficiency [1][2] - The investment management principles emphasize compliance with national policies, resource allocation, risk prevention, and maximizing shareholder value [1][3] Group 1: Investment Approval Process - The company implements a hierarchical approval system for external investments, requiring decisions from the shareholders' meeting, board of directors, and chairman [3][8] - Specific investment transactions exceeding certain thresholds must be approved by the board and, in some cases, the shareholders' meeting [4][5] - The thresholds for board approval include transactions exceeding 10% of audited annual revenue or net profit, with absolute amounts specified [5][6] Group 2: Organizational Management - The shareholders' meeting, board of directors, and chairman are the decision-making bodies for external investments, with no other departments or individuals authorized to make such decisions [8][9] - The president is responsible for coordinating investment projects and may establish an investment review team for project oversight [9][10] Group 3: Financial Management and Auditing - The finance department is tasked with comprehensive financial management of external investments, ensuring proper accounting practices are followed [28][29] - Annual checks and audits of investment projects are mandated to maintain oversight of financial health and compliance [30][31] Group 4: Investment Transfer and Recovery - The company can recover investments under specific circumstances, such as project completion or financial insolvency [33][34] - Investment transfers must be decided by the board or chairman, with a requirement for fair pricing and potential third-party evaluations [36][38] Group 5: Monitoring and Supervision - The investment department is responsible for tracking investment performance and reporting any issues to the president or board [39] - The auditing department conducts oversight of investment activities, focusing on compliance with approval processes and financial integrity [40][41]