展望未来，中金看好高毛利AI业务增长优化产品结构、及公司提升营运效率控费下盈利能力有望稳中 向好。中金表示，公司GB200出货加速，GB300等新平台有望在下半年开始逐步量产，同时看好公司AI 数据产品品类持续拓展带来可观业绩增量。此外，公司指引AI基础设施和平台升级的资本开支将持 续，看好产能扩张后公司3+3战略进一步推进。 格隆汇8月19日｜中金发表研究报告指，鸿腾精密上半年收入按年增长11.5%至23.05亿美元，纯利按年 降7.5%至3,000万美元，业绩符合该行预期。对应次季收入按年升9.1%至12.02亿美元，纯利升4%至 2,380万美元。 中金维持公司2025年盈利预测不变，看好公司AI数据产品品类拓展有望在2026年贡献较大业绩增量， 上调2026年盈利预测11%至3.01亿美元。综合考虑盈利预测调整及行业估值中枢上移，上调目标价至6.4 港元，维持"跑赢行业"评级。 ...

中金发布研报称，维持鸿腾精密(06088)2025年盈利预测不变，看好公司AI数据产品品类拓展有望在 2026年贡献较大业绩增量，遂上调公司2026年盈利预测11%至3.01亿美元。对应2025、2026年31.6倍、 18.7倍市盈率，维持跑赢行业评级;综合考虑盈利预测调整及行业估值中枢上移，上调目标价76.8%至6.4 港元，分别对应今明两年33.9倍及20倍市盈率，较当前股价有7.2%的上行空间。 鸿腾精密今年上半年收入同比增长11.5%至23.05亿美元，纯利同比降7.5%至3,000万美元，业绩符合该 行预期。对应次季收入同比升9.1%至12.02亿美元，纯利升4%至2,380万美元。中金表示，今年次季，公 司净利润弹性小于收入，判断主因两方面因素综合影响，包括由于产品结构变化及汇率波动影响，今年 第二季公司毛利率同比下降2.7百分点至17.8%;公司持续精简生产成本，次季费用率同比下降1个百分点 至15.3%。展望未来，中金看好高毛利AI业务增长优化产品结构、及公司提升营运效率控费下盈利能力 有望稳中向好。 中金表示，公司GB200出货加速，GB300等新平台有望在下半年开始逐步量产，同时看好公司 ...

Core Viewpoint - The company, Weilan Lithium, announced an investment of $83.88 million (approximately 603 million RMB) in an LED project in Malaysia to better serve overseas customers and expand its international market presence while addressing potential risks from international trade policy changes [1][2] Group 1: Project Details - The project will be implemented by Huai'an Optoelectronics, a subsidiary of Weilan Lithium, through a wholly-owned subsidiary established in Hong Kong and a new wholly-owned subsidiary in Malaysia [1] - Upon completion, the project is expected to achieve a monthly production capacity of 700KK chip testing and sorting as well as CSP chip packaging [1] Group 2: Business Operations - Weilan Lithium's LED business is primarily operated by Huai'an Optoelectronics, which engages in the research and manufacturing of LED products, covering a complete industrial chain from sapphire substrate processing to CSP special packaging [1] - The company has achieved industry-leading product performance in various applications, including Mini backlighting and high-power flip-chip backlighting, through continuous R&D investment [1] Group 3: Market Position and Strategy - Weilan Lithium has successfully entered the supply chain of major global customers in the MiniLED backlighting sector, gaining a leading market share [1] - Malaysia is identified as an attractive manufacturing investment destination due to its strategic location and mature electronic and electrical industry, making it the preferred choice for the company's overseas investments [2] - The company has prior investments in lithium battery projects in Malaysia, providing it with a better understanding of the local conditions for further project investments [2]

Overall Research - The domestic equity market continues to rise, with the ChiNext Index increasing by 8.58%. The performance of equity and bond funds is diverging, with equity mixed funds leading the gains. TMT theme funds are significantly outperforming, while consumer themes show relatively weaker growth. Passive index funds in financial and AI themes are performing well, while there is a net outflow from domestic stock ETFs, particularly in the double innovation sector and TMT themes, with noticeable inflows into large-cap and broad-based funds [1]. Real Estate Industry - As of August 17, 2025, new home transactions in 20 cities totaled 491,000 units, down 5.5%. In major cities, Beijing saw 26,000 units sold (-13%), Shanghai 63,000 units (-1%), and Shenzhen 19,000 units (-3%). In the second-hand housing market, transactions in 10 cities reached 490,000 units, up 10.7%, with Beijing at 108,000 units (+11%), Shanghai 160,000 units (+18%), and Shenzhen 44,000 units (+28%) [2]. Metal Industry - The growth rate difference between M1 and M2 narrowed to -3.2 percentage points in July, marking a near 49-month high. The steel sector's profitability is expected to recover to historical average levels following the Ministry of Industry and Information Technology's guidelines for the steel industry. However, there are risks associated with significant fluctuations in futures prices due to trading restrictions on coking coal futures [3]. Chemical Industry - The report suggests focusing on companies involved in electronic specialty gases, such as nitrogen trifluoride and other products. Key companies include China Shipbuilding Industry Corporation, Nanda Optoelectronics, and Huate Gas. Additionally, companies producing semiconductor materials, such as photolithography resins and PCB inks, are also recommended for attention [4]. Company Research - Sinopec Engineering achieved a revenue of 31.6 billion yuan in H1 2025, a 10.1% year-on-year increase, with a net profit of 1.384 billion yuan, up 4.8%. The company maintains a "buy" rating with profit forecasts for 2025-2027 at 2.595 billion, 2.760 billion, and 2.902 billion yuan, respectively [7]. - Blue Sky Technology won a new lithium extraction project, with expectations for high growth in its lithium resource business. The company forecasts net profits of 1.055 billion, 1.253 billion, and 1.495 billion yuan for 2025-2027, maintaining an "increase" rating [8]. - Changqing Co. reported a recovery in pesticide market demand, with a net profit forecast of 74 million, 128 million, and 181 million yuan for 2025-2027, maintaining an "increase" rating despite a downward adjustment in profit expectations [9]. - Huayou Cobalt's net profit for H1 2025 reached 2.71 billion yuan, a 62.3% increase year-on-year, with future profit forecasts of 5.9 billion, 7.1 billion, and 8.6 billion yuan for 2025-2027, maintaining a "buy" rating [10]. - Keda Li's main business remains stable, with profit forecasts of 1.802 billion, 2.178 billion, and 2.499 billion yuan for 2025-2027, maintaining a "buy" rating [11]. - Oriental Cable's revenue for H1 2025 was 4.432 billion yuan, an 8.95% increase, but net profit fell by 26.57% to 473 million yuan. The company expects growth in the second half of 2025 due to increased cable deliveries [12]. - Jinlang Technology reported a revenue of 3.794 billion yuan in H1 2025, a 13.09% increase, with a net profit of 602 million yuan, up 70.96%. Future profit forecasts are 1.169 billion, 1.399 billion, and 1.657 billion yuan for 2025-2027, maintaining an "increase" rating [12]. - Lian Microelectronics has seen a recovery in its epitaxial wafer business, with future profit forecasts of 69 million, 165 million, and 242 million yuan for 2025-2027, maintaining a "buy" rating [13]. - Tian Shili achieved a revenue of 4.288 billion yuan in H1 2025, with a net profit of 775 million yuan, up 16.97%. The company maintains profit forecasts of 1.150 billion, 1.245 billion, and 1.399 billion yuan for 2025-2027, maintaining a "buy" rating [14]. - Ecovacs Robotics reported strong performance in both domestic and international sales, with profit forecasts of 1.6 billion, 1.9 billion, and 2.3 billion yuan for 2025-2027, maintaining a "buy" rating [15]. - Stone Technology, a leader in smart vacuum robots, has adjusted its profit forecasts to 1.7 billion, 2.1 billion, and 2.5 billion yuan for 2025-2027, maintaining an "increase" rating [16].

江西威尔高电子股份有限公司（以下简称"公司"或"威尔高"）于2024 年 9 月 20日召开第二届董事会第 三次会议审议通过了《关于使用部分闲置募集资金暂时补充流动资金的议案》，董事会同意公司使用不 超过人民币 20,000 万元的闲置募集资金暂时补充流动资金，用于与公司主营业务相关的生产经营，使 用期限为自本次董事会审议通过之日起不超过 12 个月，到期或募集资金投资项目需要时及时归还至公 司募集资金专户。 具体内容详见公司于巨潮资讯网（http://www.cninfo.com.cn）披露的《关于使用部分闲置募集资金暂时 补充流动资金的公告》（公告编号：2024-062）。 2025年4月23日，公司已将部分用于暂时补充流动资金的闲置募集资金人民币10,000万元提前归还至募 集资金专用账户，使用期限未超过12个月。 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 公司已将上述募集资金的归还情况通知公司保荐机构及保荐代表人。 特此公告。 江西威尔高电子股份有限公司董事会 2025年8月18日 2025年8月 ...

立讯精密公告，公司已于2025年8月18日向香港联合交易所有限公司递交发行境外上市股份（H股）并 在香港联合交易所主板挂牌上市的申请，并于同日在香港联交所网站刊登了本次发行的申请材料。投资 者不应根据其中资料作出任何投资决定，认购对象将仅限于符合相关条件的境外投资者及依据中国相关 法律法规有权进行境外证券投资的境内合格投资者。 ...

人民财讯8月18日电，8月18日，领益智造（002600）与苏州市相城区政府签署新能源汽车及AI产业集 群项目协议。根据协议，领益智造将在相城区投资建设新能源汽车、AI终端及算力核心模组事业部， 做大原有存量业务，不断导入创新资源。 ...

据港交所文件：立讯精密工业股份有限公司向港交所提交上市申请书。 ...

Group 1 - The company reported a revenue of 309,200,228.17 yuan for the first half of 2025, representing a year-on-year decrease of 2.38% [2] - The net profit attributable to shareholders of the listed company was 15,464,424.22 yuan, showing a year-on-year decline of 36.55% [2]

智通财经APP讯，欧菲光(002456.SZ)发布2025年半年度报告，报告期内，公司实现营业收入98.37亿 元，同比增长3.15%。归属于上市公司股东净亏损1.09亿元。归属于上市公司股东的扣除非经常性损益 净亏损1.5亿元。基本每股亏损0.0332元。 ...