Core Viewpoint - The company is actively expanding its product offerings in the electric vehicle sector and enhancing its market competitiveness through strategic initiatives and product development [1][2][4] Group 1: Company Performance and Market Position - As of June 6, 2025, the company's stock price closed at 56.91 yuan, down 0.61% from the previous week, with a market capitalization of 5.424 billion yuan, ranking 19th in the electronic sector [1] - The company has maintained a high capacity utilization rate for its electric vehicle products and has established dedicated production lines to meet the demands of major clients [1][2] Group 2: Product Development and Profitability - The company is developing a new energy control box product to improve the gross margin of its electric vehicle segment, with significant delivery increases expected in 2025 [2][4] - The company has a core product layout in the controlled nuclear fusion field, including cold cathode thyratrons and vacuum capacitors, which are essential for fusion devices [2] Group 3: Share Buyback and Financial Announcements - The company has repurchased a total of 188,143 shares, accounting for 0.1974% of its total share capital, with a total expenditure of approximately 9.67 million yuan [2][4] - The company announced that the "Guoli Convertible Bond" will pay interest of 0.50 yuan per bond on June 12, 2025 [3][4]

天眼查资料显示，常熟生益科技有限公司，成立于2014年，位于苏州市，是一家以从事计算机、通信和 其他电子设备制造业为主的企业。企业注册资本90000万人民币。通过天眼查大数据分析，常熟生益科 技有限公司参与招投标项目17次，专利信息98条，此外企业还拥有行政许可24个。 苏州生益科技有限公司，成立于2002年，位于苏州市，是一家以从事计算机、通信和其他电子设备制造 业为主的企业。企业注册资本84187.111579万人民币。通过天眼查大数据分析，苏州生益科技有限公司 共对外投资了1家企业，参与招投标项目32次，专利信息276条，此外企业还拥有行政许可10个。 金融界2025年6月7日消息，国家知识产权局信息显示，常熟生益科技有限公司;苏州生益科技有限公司 取得一项名为"一种精确纠偏的吸吊机装置"的专利，授权公告号CN222948007U，申请日期为2024年08 月。 专利摘要显示，本实用新型提供了一种精确纠偏的吸吊机装置，所述精确纠偏的吸吊机装置包括三维纠 偏吸吊机装置、放料装置和移行装置；所述三维纠偏吸吊机装置包括吸吊机、纠偏装置、取片装置和升 降装置，所述纠偏装置包括视觉检测装置、纠偏旋转装置和控制系统 ...

见习记者杨晨 6月5日晚间，集成电路设计领域知名企业的湖南国科微电子股份有限公司（股票简称：国科微；代码： 300672）发布公告称，公司拟通过发行股份及支付现金的方式购买中芯集成电路（宁波）有限公司（以 下简称中芯宁波）94.366%股权，加速从芯片设计向"芯片设计+晶圆加工"全产业链能力建设的转型。 中芯国际（688981）也公告称，全资子公司中芯控股拟向湖南国科微电子股份有限公司出售所持有的中 芯集成电路（宁波）有限公司14.832%的股权。交易完成后，中芯控股将不再持有中芯宁波的股权。 根据深圳证券交易所的相关规定，国科微将于6月6日开市起复牌。此前，因宣布筹划重大资产重组，国 科微于5月22日起停牌。受重大重组消息的提振，6月6日，国科微股价开盘大涨。截至午间收盘，涨幅 达12.48%，最新市值达198亿元。 拓展业务版图 本次交易前，国科微专注于芯片设计研发，是人工智能与多媒体、车载电子、物联网、数据存储等领域 的芯片解决方案提供商。公司主要采用Fabless模式运营，芯片产品广泛应用于超高清智能显示、智慧视 觉、车载电子、人工智能、物联网和固态存储等领域。 预计构成重大资产重组 根据公告，国科微 ...

摩比科技（深圳）有限公司，成立于2015年，位于深圳市，是一家以从事仪器仪表制造业为主的企业。 企业注册资本5000万人民币。通过天眼查大数据分析，摩比科技（深圳）有限公司共对外投资了1家企 业，专利信息674条，此外企业还拥有行政许可8个。 西安摩比天线技术工程有限公司，成立于2018年，位于西安市，是一家以从事计算机、通信和其他电子 设备制造业为主的企业。企业注册资本6000万人民币。通过天眼查大数据分析，西安摩比天线技术工程 有限公司参与招投标项目97次，专利信息445条，此外企业还拥有行政许可9个。 摩比通讯技术（吉安）有限公司，成立于2006年，位于吉安市，是一家以从事仪器仪表制造业为主的企 业。企业注册资本26700万人民币。通过天眼查大数据分析，摩比通讯技术（吉安）有限公司共对外投 资了3家企业，参与招投标项目22次，专利信息836条，此外企业还拥有行政许可7个。 来源：金融界 金融界2025年6月6日消息，国家知识产权局信息显示，摩比天线技术（深圳）有限公司、摩比科技（深 圳）有限公司、摩比通讯技术（吉安）有限公司、摩比科技（西安）有限公司、深圳市晟煜智慧网络科 技有限公司、西安摩比天线技术工 ...

Core Viewpoint - Zhejiang Xinna Materials Technology Co., Ltd. (hereinafter referred to as "Xinna Technology") has completed its IPO counseling filing with the Zhejiang Securities Regulatory Bureau and plans to list on the Beijing Stock Exchange after withdrawing its application for the Shenzhen Stock Exchange due to policy changes [2][4]. Group 1: Company Overview - Xinna Technology was established in 1994 and is primarily engaged in the research, production, and sales of inorganic non-metallic materials, with main products including silica and electronic ceramics [2][4]. - The controlling shareholder of Xinna Technology is Hengdian Group Holding Co., Ltd., which holds an 89% stake in the company [4][5]. Group 2: Financial Performance - In 2024, Xinna Technology achieved an operating income of 1.198 billion yuan, representing a year-on-year increase of 9.27% [3]. - The net profit attributable to shareholders of the company was 78.42 million yuan, a decrease of 7.81% compared to the previous year [3]. - The basic earnings per share for the company was 0.21 yuan, down 4.55% from the previous year [3]. Group 3: Management Changes - He Junyi has been appointed as the new Chairman and General Manager of Xinna Technology as of August 2024, following the resignation of the previous chairman due to age reasons [6]. - Several other management changes occurred, including the appointment of new deputy general managers and independent directors to support the company's development needs [6].

Group 1 - The A-share IPO market is gradually recovering, with two new stocks listed on June 5, and significant progress made by previously stalled IPOs [1] - In May, the three major exchanges in China received 16 IPO applications, surpassing the total of the previous four months combined, marking a new monthly high for the year [2] - The current trend in A-share IPOs reflects increased confidence among companies, with a notable acceleration in the review process and a decrease in terminated projects [2][3] Group 2 - As of this year, a total of 28 companies have submitted IPO applications, with the North Exchange receiving the most applications, accounting for over 67% [2] - The average time from application to the first round of inquiries is 18 days for the Shenzhen Main Board and 30 days for the North Exchange, indicating varying efficiency across exchanges [3] - The number of companies under review has decreased significantly, with only 185 companies currently in the pipeline, down nearly 60% from the previous year [3] Group 3 - The increase in IPO applications is attributed to both accelerated review processes and a high termination rate, with 64 companies withdrawing their applications this year [3] - June is traditionally a peak month for IPO applications, as many companies aim to submit materials based on the previous year's financials by the end of June [3] Group 4 - Regulatory bodies are emphasizing support for technology innovation, aiming to enhance the inclusivity and adaptability of the IPO system for high-quality, unprofitable tech companies [4][5] - Among the 28 companies currently under review, 25 are manufacturing firms, with a significant representation from specialized equipment manufacturing [5] Group 5 - The first batch of IPO projects on the ChiNext board this year represents strategic emerging industries, showcasing the integration of technology innovation and industrial development [6] - Notable companies include Sanrui Intelligent, which ranks second globally in the civil drone electric propulsion system market, and Hongming Electronics, which specializes in electronic components for defense applications [6] Group 6 - The North Exchange has seen an improvement in the quality of companies applying for listing, with many demonstrating strong profitability [8][9] - The average revenue for companies applying to the North Exchange in 2024 is projected to exceed 10.13 billion, with 12 companies reporting net profits over 100 million [8] - The increase in quality is attributed to better performance of new companies listed on the New Third Board and enhanced resource allocation by investment banks [9]

n 本文推荐理由和目标价仅供参考，并不构成买卖建议，股市有风险，投资需谨慎。 | 代码 | 名称 | 收盘价 | 投资主题 | | --- | --- | --- | --- | | | | （25/5/31） | | | 600036 | 招商银行 | 43.43 | 高股息 | | 601899 | 紫金矿业 | 17.73 | 主营金属量价齐升 | | 603379 | 三美股份 | 47.33 | 制冷剂 | | 600600 | 青岛啤酒 | 74.17 | 关注旺季表现 | | 600276 | 恒瑞医药 | 54.74 | 创新药 | | 002311 | 海大集团 | 60.61 | 饲料龙头推进国际化 | | 600027 | 华电国际 | 5.85 | 煤电 | | 300476 | 胜宏科技 | 86.48 | PCB | | 601728 | 中国电信 | 8.03 | 算力与红利 | | 600536 | 中国软件 | 44.01 | 国产基础软件龙头，受益信创产业回暖 | 东莞证券 2025 年 6 月股票组合 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的 ...

[Table_Reportdate] 2025年06月03日 [证券分析师： Table_Authors] 张季恺 S0630521110001 zjk@longone.com.cn 证券分析师： 刘思佳 S0630516080002 liusj@longone.com.cn 证券分析师： 王洋 S0630513040002 wangyang@longone.com.cn 联系人： 花雨欣 hyx@longone.com.cn [晨会纪要 Table_NewTitle] 20250603 重点推荐 财经要闻 晨 会 纪 要 证券研究报告 HTTP://WWW.LONGONE.COM.CN 请务必仔细阅读正文后的所有说明和声明 [table_summary] ➢ 1.从合约货与工业企业利润的关系，寻找库存去化与订单景气的方向——资产配置周报 （2025/05/26-2025/05/30） ➢ 2.抢出口有支撑，但强度相对温和——国内观察：2025年5月PMI ➢ 1.美国4月PCE出炉 ➢ 2.特朗普称美国钢铁进口税提高至50% ➢ 3.工业和信息化部：加大汽车行业"内卷式"竞争整治力度 ➢ 4.美国延长对中国 ...

5月27日，郑州市市统计局和国家统计局郑州调查队发布4月全市经济运行情况。4月份，全市上下扎实 推进各项改革任务和政策举措落地见效，经济运行延续稳中向好发展态势。 工业生产平稳增长。4月全市规模以上工业增加值同比增长8.1%。规上工业37个行业大类中，近七成行 业生产保持增长。新材料产业、汽车制造业、电子信息工业增加值分别同比增长16.1%、13.9%、 12.3%，对规上工业贡献率合计66.5%，带动作用明显。1~4月，全市规模以上工业增加值同比增长 8.6%。 消费市场持续回暖。4月份，全市社会消费品零售总额507亿元，同比增长6.7%。其中，限额以上单位 消费品零售额增长13.4%。全市限额以上单位的21类商品中，15类商品零售额实现同比增长，增长面 71.4%，比上月扩大14.3个百分点。网上订单保持活跃。限额以上单位通过公共网络实现的商品零售额 同比增长34.1%，连续8个月保持两位数高速增长。以旧换新扩围提质持续显效。4月全市限额以上单位 计算机及其配套产品、可穿戴智能设备、家用电器和音像器材类商品零售额分别同比增长2.3倍、1.4 倍、45.4%。1~4月，全市社会消费品零售总额2194亿元，同 ...

本文源自：金融界 作者：情报员 专利摘要显示，本申请公开了一种数据处理方法、模型压缩方法及装置，数据处理方法包括：获得针对 目标任务的输入数据；输入数据是图像数据、文本数据、语音数据和视频数据中的至少一种；响应目标 任务是第一类型任务，基于表征目标模型的第一参数集合处理目标任务以获得第一输出结果；响应目标 任务是第二类型任务，基于表征目标模型的第二参数集合处理目标任务以获得第二输出结果；第一类型 任务与第二类型任务满足相似性条件，第一参数集合由第一基础参数部分和第一私有参数部分表征，第 二参数集合由第二基础参数部分和第二私有参数部分表征，第一基础参数部分与第二基础参数部分相 同，第一私有参数部分与第二私有参数数据部分包括相同部分参数。 天眼查资料显示，联想（北京）有限公司，成立于1992年，位于北京市，是一家以从事计算机、通信和 其他电子设备制造业为主的企业。企业注册资本565000万港元。通过天眼查大数据分析，联想（北京） 有限公司共对外投资了102家企业，参与招投标项目5000次，财产线索方面有商标信息1730条，专利信 息5000条，此外企业还拥有行政许可237个。 金融界2025年5月31日消息，国家 ...