长华控股集团股份有限公司 章程 目 录 第一章 总则 第一条 为维护公司、股东和债权人的合法权益，规范公司的组织和行为，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》（以下简称《证券法》）和其他有关规定，制订本章程。 第二条 长华控股集团股份有限公司(以下简称"公司")系依照公司法和其他有 关规定成立的股份有限公司，公司发起设立，在宁波市市场监督管理局注册登 记，取得营业执照，统一社会信用代码为 91330282144780309G。 第三条 公司于 2020 年 9 月 4 日经中国证券监督管理委员会核准，首次向社会 公众发行人民币普通股 4,168 万股，于 2020 年 9 月 29 日在上海证券交易所上 市。 第四条 公司中文注册名称：长华控股集团股份有限公司。 第五条 公司住所：浙江省慈溪市周巷镇环城北路 707 号（一照多址），邮编 第六条 公司注册资本为人民币 470,065,793 元。 第七条 公司为永久存续的股份有限公司。 第八条 董事长为公司的法定代表人。 第九条 公司全部资产分为等额股份，股东以其认购的股份为限对公司承担责 任，公司以其全部资产对公司的 ...

雷迪克：2025年半年度归属于上市公司股东的净利润预计为8253.2万元-9313.85万元，同比增长40.48% —58.53%。 ...

Investment Rating - The report gives a "Buy" rating for the company, marking its first coverage [3]. Core Viewpoints - The company is a leading player in the automotive lighting control sector, with a solid foundation and strong product expansion capabilities. It has diversified into four major business areas: lighting control, motor control, energy management, and automotive electronics [1][14]. - The company is expected to achieve a revenue of 6 billion yuan in 2024, representing a 29% year-on-year increase, and a net profit of 770 million yuan, reflecting a 27% increase [1][3]. - The company is expanding its client base, which includes major global automotive manufacturers such as Volkswagen, Daimler, BMW, and Ford, enhancing its market position [1][2]. Summary by Sections 1. Company Overview - The company has established itself as a global leader in automotive lighting control, continuously expanding its business boundaries since its inception in 2003 [14]. - It has developed a range of products including LED lighting controllers, atmosphere lights, and motor control systems, integrating into the global high-end automotive electronic supply chain [14][18]. 2. Lighting Control Business - The lighting control segment is robust, with the company supplying major automotive manufacturers and maintaining strong customer loyalty [2][18]. - The company is actively developing new products, including next-generation headlight controllers for Volkswagen and BMW, which are expected to ramp up production in 2025-2026 [2]. 3. New Product Development - The company is expanding into domain controllers and Efuse products, which are expected to drive a second growth curve as the automotive E/E architecture shifts from distributed to centralized systems [3][4]. - The domain control products are projected to account for 86% of the energy management system revenue by 2024 [3][18]. 4. Financial Projections - The company forecasts net profits of 1 billion yuan in 2025, 1.3 billion yuan in 2026, and 1.5 billion yuan in 2027, with corresponding growth rates of 30%, 26%, and 22% [3][5]. - The projected P/E ratios for 2025, 2026, and 2027 are 22x, 18x, and 15x respectively, indicating a favorable valuation outlook [3][5]. 5. Market Position and Client Base - The company has a strong client base that includes both domestic and international automotive manufacturers, positioning it well for future growth [18][19]. - It has become a tier-one supplier for several major automotive brands, enhancing its competitive advantage in the market [18][19].

上声电子688533 时间: 2025年7月9日星期三 52.80分综合得分 较强 趋势方向 主力成本分析 26.38 元 当日主力成本 26.77 元 元 20日主力成本 26.28 5日主力成本 26.04 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 1 次 27.50 北向资金数据 | 持股量26.90万股 | 占流通比0.16% | | --- | --- | | 昨日净买入5.79万股 | 昨日增仓比0.036% | | 5日增仓比0.044% | 20日增仓比-0.04% | 技术面分析 27.35 短期压力位 26.40 短期支撑位 中期压力位 24.53 中期支撑位 股价跌破短期支撑位，短线观望为宜； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 2025年07月09日的资金流向数据方面 | 主力资金净流出568.73万元 | | --- | | 占总成交额-15% | | 超大单净流出363.10万元 | | 大单净流出205.63万元 | | 散户资金净流出95.29万 | 关联行业/概念板块 汽车零部件 -0.18%、国产芯片 - ...

个股方面，比亚迪概念股豪森智能（688529）"20CM"涨停；新型城镇化概念龙头股新城市"20CM"涨 停、国义招标"30CM"涨停； 工商银行、邮储银行、农业银行等5只银行股盘中均创历史新高。 部分比亚迪概念股异动 今天，A股市场冲高回落，上证指数上午盘中创阶段新高。午后，随着热点板块轮动回落，上证指数、 深证成指 双双翻绿，临近尾盘，创业板指小幅震荡上涨。 截至收盘，上证指数跌0.13%，深证成指跌0.06%，创业板指涨0.16%，市场全天成交额约1.53万亿元， 较上一交易日增加528亿元。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3493.05 | 10581.80 | 2184.67 | | -4.43 -0.13% | -6.59 -0.06% | +3.59 +0.16% | 板块题材上，影视院线、多元金融、互联网电商、银行、减肥药概念股涨幅居前；中船系、有色金属、 存储芯片、稀土永磁板块跌幅居前。 午 后，部分比亚迪概念股大涨。东方财富数据显示，临近尾盘，受利好消息刺激，在14:24至 14:27， 豪森智能3分钟直线拉升至"20CM"涨停。 ...

从指数持仓来看，中证中国内地企业全球可选消费综合指数十大权重分别为：阿里巴巴（18.38%）、 美团-W（6.71%）、拼多多（6.5%）、比亚迪股份（4.13%）、美的集团（3.61%）、京东（3.36%）、 比亚迪（3.01%）、携程网（2.91%）、格力电器（2.1%）、泡泡玛特（1.93%）。 金融界7月9日消息，A股三大指数收盘涨跌不一，中证中国内地企业全球可选消费综合指数(CN可选综 合，H30378)报4944.28点。 从中证中国内地企业全球可选消费综合指数持仓的市场板块来看，深圳证券交易所占比23.30%、纽约 证券交易所占比23.12%、香港证券交易所占比21.33%、上海证券交易所占比16.32%、纳斯达克全球精 选市场证券交易所(Consolidated Issue)占比15.52%、纳斯达克股票市场证券交易所(Consolidated Large Cap)占比0.21%、北京证券交易所占比0.15%、纳斯达克证券交易所(Consolidated Capital Market)占比 0.05%。 数据统计显示，中证中国内地企业全球可选消费综合指数近一个月下跌3.24%，近三个月上涨8. ...

2025.07. 09 本文字数：2849，阅读时长大约5分钟 作者 | 第一财经 后歆桐 即使美国总统特朗普的贸易政策反复无常、扰动全球市场，但全球股市今年仍表现强劲。 截至7月4日，MSCI全球指数上涨了约10%，创历史高位。该指数衡量全球来自发达经济体和新兴经济体 的2500多只股票的整体表现。 华侨银行投资策略董事总经理蒙农（Vasu Menon）表示，尽管今年上半年出现了一系列逆风因素，但全 球股市显示出韧性。"由于各种不确定性因素仍存，预计下半年股票波动性仍将存在。但同时，预计全球 股市在下半年仍将表现良好，尤其是如果对贸易、关税和通胀的担忧在未来几个月有所缓解的话。" 欧洲复兴 根据晨星（Morningstar）的数据，欧洲股市成为2025年的"意外之星"，希腊、波兰、捷克共和国、匈 牙利股指今年迄今的涨幅，居全球前四。西班牙、葡萄牙、奥地利和意大利股指涨幅也居前十，欧洲股指 在前十位中占据八位，排名最后的意大利涨幅也达到37.71%。相比之下，美股虽然近期又创新高，但在 全球投资者对美元资产整体信心动摇下，美股上半年涨幅仅为7.36%。 晨星EMEA首席股票市场策略师弗尔德（Michael F ...

Group 1 - Japan's actual GDP is estimated to decrease by 0.2% with a 10% reciprocal tariff and by 0.4% if the tariff increases to 25% [2][5] - The export value of Japan in 2024 is projected to be 107.0879 trillion yen, with exports to the US amounting to 21.2947 trillion yen, representing about 20% of total exports [2] - The total export value of aircraft parts, including those exported to the US, is 307.9 billion yen, with 76.5% of this amount going to the US [4] Group 2 - The export ratio of construction and mining machinery to the US exceeds 50%, with Komatsu's sales in North America accounting for 30% of its total sales [5] - The machine tool and metal processing machinery export ratio to the US is 23.4%, with US orders making up about 20% of total orders for Japanese manufacturers [5] - The Japan Economic Federation expressed concerns that the new tariff rates would have a significant impact on Japanese companies' investment strategies and profitability [5] Group 3 - The Imperial Credit Corporation predicted a 5% increase in domestic bankruptcies in Japan for the fiscal year 2025, reaching 10,574 cases, if tariffs rise to 24% [6] - The chief researcher at the Imperial Credit Corporation indicated that if tariffs increase to 25%, the number of bankrupt companies is likely to rise further [6]

Global Market Performance - Despite the unpredictable trade policies of the Trump administration, global stock markets have shown resilience, with the MSCI global index rising approximately 10% as of July 4, reaching a historical high [1] - The second half of the year is expected to see continued volatility in stock markets, but a positive performance is anticipated if concerns over trade, tariffs, and inflation ease [1] European Market Highlights - European stock markets have emerged as "unexpected stars" for 2025, with Greece, Poland, the Czech Republic, and Hungary leading global gains [3] - Greece's stock index has surged nearly 60% this year, driven by economic recovery, banking reforms, and a strong tourism sector [3] - The overall positive performance in Europe is attributed to the "sell America" movement, improved economic conditions, and undervaluation of European stocks [3] Investment Strategies in Europe - European defense stocks are expected to provide substantial returns, supported by increased investment and defense spending commitments from Germany [4] - The European Central Bank has more room to cut interest rates compared to the Federal Reserve, which may further support economic growth [4] - The strengthening euro is anticipated to enhance economic momentum in Europe, making it an increasingly attractive investment destination [5] Asia-Pacific Market Overview - The Asia-Pacific stock indices have shown mixed performance, with South Korea's index ranking first in the region, up over 30% this year [5] - Thailand and Indonesia have underperformed, with declines of 13.56% and 4.74% respectively, while China and Japan recorded gains of 17.72% and 11.24% [5] - The outlook for Asian markets remains optimistic, with expectations of stable economic conditions and attractive valuations compared to developed markets [7] Sector Focus in Asia - Key sectors expected to drive growth in Asia include artificial intelligence, innovation, digital infrastructure, and local consumption [7] - The Chinese and South Korean markets are poised to benefit from advancements in technology and the expansion of the AI industry [7] - The Indian market is expected to see growth driven by manufacturing and consumption, supported by a young population [7] Underperforming Markets - Thailand's stock market has faced significant challenges due to political instability and economic difficulties, leading to a decline of over 13% [8] - Turkey's market has also struggled, with a drop of 7.59% attributed to high inflation and a lack of investor confidence [9] - India's stock market has underperformed with a gain of only 5.75%, but future earnings recovery is anticipated [9]

Group 1 - The A-share market for electronic rearview mirrors, 3D cameras, and LiDAR related to assisted driving has seen a short-term rise, with Lianchuang Electronics increasing by over 7% [1] - Other stocks such as Qutian Micro, Yutong Optics, and Tongda Electric have also experienced gains [1] - BYD has announced comprehensive coverage for all users of its "Tianshen Eye" vehicles regarding safety and losses in smart parking scenarios [1]