Core Viewpoint - The company, Luxshare Precision, has issued a clarification regarding recent false rumors affecting its market perception, asserting that its core business operations are proceeding as planned without any abnormal situations impacting its normal operations [2][4]. Group 1: Business Operations - The company emphasizes its long-term focus on high-end consumer electronics and smart terminal sectors, showcasing its vertical integration capabilities across multiple component categories, mature product engineering, mass production experience, and a global production layout [4]. - Luxshare Precision plans to continue focusing on its main business, aiming for stable operations and long-term value creation for customers, investors, and society [5]. Group 2: Financial Performance - On October 30, the company released a profit forecast for 2025, estimating a net profit attributable to shareholders between 16.518 billion and 17.186 billion yuan, representing a year-on-year growth of 23.59% to 28.59% [6]. - The anticipated growth is attributed to the deepening of its globalization strategy, effective utilization of overseas production bases, and a dual-driven approach of "underlying capability innovation" and "smart manufacturing upgrades" to enhance cost control across the entire industry chain [6]. Group 3: Market Position and Strategy - The company is increasing strategic investments in emerging fields such as AI edge hardware, high-speed interconnects for data centers, thermal management, smart vehicles, and robotics, aiming to build a more resilient business matrix for long-term shareholder returns [6]. - Recent media reports suggested that OpenAI's first AI terminal hardware product was initially planned to be manufactured by Luxshare Precision but has since been shifted to Foxconn due to production location considerations [5].

新京报贝壳财经讯 1月3日，立讯精密在官方公众号发布澄清说明称，近日，市场上出现涉及公司的不 实传闻，相关内容对市场认知造成干扰。公司特此郑重说明，目前公司核心业务推进有序，按计划正常 开展，不存在影响公司正常经营与发展的异常情况。公司将持续专注主业，以稳健经营和长期价值创造 回馈客户、投资者及社会各界。同时，对于任何捏造事实、散布谣言、恶意损害本公司声誉的行为，公 司将依法保留追究相关法律责任的权利。 ...

2025年的最后一天，深市超过10家公司披露了中期或第三季度分红实施公告。 这是当前上市公司稳定分红机制正向循环的一角。记者掌握的数据显示，2025年，深市公司分红总额超 5000亿元。预计2026年初，还将有超18家公司集中派现，合计金额逾百亿元。 业内人士认为，持续、透明的分红行为不仅增强了股东认同，也提升了公司的市场形象与长期投资价 值，为资本市场高质量发展注入了内在动力。 政策与盈利双轮驱动，分红基础日益稳固 视频丨王学权 从分红节奏来看，2025年，深市有533家公司实施中期分红1329.28亿元，同比增加25.98%。近六成中期 分红的深市公司股利支付率超20%，其中105家公司股利支付率超50%。上市公司实施中期分红，可以 让投资者更早分享企业成长红利。 2025年，深市166家公司股息率超过1%，108家股息率超过1.34%，为投资者提供稳定现金流回报的同 时，也吸引了更多中长期资金的青睐。 近年来，资本市场分红制度建设持续推进，为上市公司提高回报水平注入强劲政策动力。 新"国九条"明确强化上市公司现金分红监管，加大对分红优质公司的激励力度。证监会发布《上市公司 监管指引第3号——上市公司现金 ...

2025年的最后一天，深市超过10家公司披露了中期或第三季度分红实施公告。 这是当前上市公司稳定分红机制正向循环的一角。记者掌握的数据显示， 2025年，深市公司 分红总额超5000亿元。预计2026年初，还将有超18家公司集中派现，合计金额逾百亿元 。 业内人士认为，持续、透明的分红行为不仅增强了股东认同，也提升了公司的市场形象与长 期投资价值，为资本市场高质量发展注入了内在动力。 政策与盈利双轮驱动，分红基础日益稳固 近年来，资本市场分红制度建设持续推进，为上市公司提高回报水平注入强劲政策动力。 记者丨杨坪 编辑丨张伟贤 视频丨王学权 2025年，深市166家公司股息率超过1%，108家股息率超过1.34%，为投资者提供稳定现金流 回报的同时，也吸引了更多中长期资金的青睐。 新"国九条"明确强化上市公司现金分红监管，加大对分红优质公司的激励力度。证监会发布 《上市公司监管指引第3号——上市公司现金分红》，进一步明确鼓励现金分红导向，推动提 高分红水平，鼓励上市公司增加分红频次。 近期，证监会发布《上市公司监督管理条例（公开征求意见稿）》，对上市公司现金分红作 出明确要求，支持上市公司制定合理稳定的分红政策 ...

Group 1 - The core viewpoint of the article highlights Vietnam's impressive economic growth, with a projected GDP growth rate of 7.4% to 8% by 2025, making it a "star" in global economic development [4][5] - In the first half of 2023, Vietnam achieved a GDP growth rate of 7.52%, the highest in 15 years, and foreign direct investment (FDI) reached $11.72 billion, a year-on-year increase of 8.1% [5][6] - Vietnam's trade performance is notable, with an expected merchandise trade volume of $900 billion by 2025, significantly exceeding its GDP of over $470 billion in 2024 [6][8] Group 2 - Despite its current success, Vietnam faces significant long-term challenges, including geographical limitations that hinder the formation of a large domestic market and reliance on external trade [12][15] - The geographical position of Vietnam, while advantageous for trade, limits its resource availability and creates infrastructure challenges, leading to uneven economic development between the north and south [15][17] - Vietnam's economic dependency on foreign trade and investment makes it vulnerable to external geopolitical shifts, which could disrupt its export-driven economy [17][18] Group 3 - Historical opportunities that benefited other countries, such as the Marshall Plan for Western Europe, are not available to Vietnam, limiting its potential for rapid industrialization [19][21] - The current global economic environment is characterized by rising protectionism and localization of supply chains, which complicates Vietnam's ability to compete effectively [21][22] - Vietnam's struggle to transition from a low-cost manufacturing hub to a technology-driven economy is exacerbated by a lack of advanced industries and infrastructure in emerging sectors like artificial intelligence [22][23] Group 4 - Governance challenges in Vietnam, stemming from historical divisions and administrative inefficiencies, hinder effective policy implementation and economic management [24][26] - The administrative structure in Vietnam is overly fragmented, with a high percentage of the budget allocated to public sector salaries, limiting investment in critical areas like education and infrastructure [26][27] - The lack of skilled labor and governance capacity restricts Vietnam's ability to move beyond being an assembly hub for foreign companies, necessitating significant reforms for future growth [27][28]

（文章来源：每日经济新闻） 1月2日，韩国三星电子股价收涨7.17%，创2024年11月15日以来最大单日涨幅。 ...

【江苏：新增A股上市公司全国第一】 铜锣一响，黄金万两。12月31日上午9:30分，苏州市新广益电子股份有限公司正式登陆深交所。至此，江苏全年新增A股上市公司 达到29家，数量位居全国第一。 岁末年终，江苏各行各业也传来"捷报"：全年新增A股上市公司数量全国第一、创新药获批数连续三年领跑全国……一项项亮眼数 据描绘出江苏高质量发展"多点开花"的生动图景。 回顾整个2025年，江苏月月有企业上市。从区域来看，苏州（12家）、无锡（5家）、常州（3家）分列前三。从行业来看，以制 造业为主，其中27家为战略性新兴产业。截至目前，苏企在科创板（115家）、北交所（56家）数量保持全国第一。 江苏省金融研究院副院长骆祖春说："上市企业代表着一个地方区域经济发展健康的水平。江苏全省都对企业上市工作非常重视， 对进入上市企业培育库的企业提供全生命周期的服务，推动创新链产业链资金链人才链深度融合，最终更好提升区域经济活力。" 正大天晴药业集团总裁助理刘亮说："'库莫西利'胶囊获批，向外界证明了中国有能力在乳腺癌治疗的前沿机制上跑出'全球首创'， 完成了从'跟随式竞争'到'机制突破的引领'关键转变。" 【乘风破浪 江苏造船业加 ...

得润电子（002055）2025年12月31日晚间公告，2025年12月31日，公司及相关当事人收到 中国证券监督管理委员会深圳监管局（简称"深圳证监局"）出具的《行政处罚事先告知书》 （简称《告知书》）。 公司股票简称将由"得润电子"变更为"ST得润"。 《告知书》称，得润电子涉嫌信息披露违法违规一案，已由深圳证监局调查完毕，深圳证监 局依法拟对公司作出行政处罚。经查： 一、2020年至2021年，因得润电子主要客户等经营困难，无法偿还欠款，致使公司现金流紧 张，得润电子实际控制人、时任董事长、总裁邱建民通过自有资金、对外借款等方式，向得 润电子客户、原子公司、设备供应商等提供资金支持，用于前述主体向得润电子归还历史欠 款。邱建民未向得润电子报告上述资金实际来源，导致得润电子2020年、2021年分别虚构回 款3.95亿元、1.13亿元，少计信用减值损失3.71亿元、6639.31万元；少计资本公积3.21亿 元、4.34亿元。 二、2022年6月，邱建民指使得润电子子公司以预付货款的形式，间接向得润电子联营公司 提供资金，用于到期归还得润电子的财务资助款，导致得润电子2022年上半年虚构回款 2683.6 ...

Core Viewpoint - Vietnam is experiencing significant economic growth, with a projected GDP growth rate of 7.4% to 8% by 2025, making it a "star" in global economic development [5][6]. Economic Performance - Vietnam achieved a GDP growth rate of 7.52% in the first half of the year, the highest in 15 years, and aims for an annual target of 8% [6]. - Foreign Direct Investment (FDI) reached $117.2 billion in the first half of 2025, marking an 8.1% increase year-on-year, indicating strong investment interest [6][8]. - The total trade volume is expected to reach $900 billion by 2025, significantly exceeding the GDP of $470 billion in 2024 [6]. Geopolitical and Geographical Challenges - Vietnam's geographical position, while advantageous for trade, limits its market size and resource availability, creating a natural ceiling for economic growth [12][16]. - The country's long and narrow shape complicates infrastructure development, leading to high costs and inefficiencies in transportation [16][18]. - Vietnam faces competition from neighboring countries in manufacturing and agriculture, increasing its reliance on external markets and making it vulnerable to geopolitical shifts [18][21]. Historical Context and Opportunities - Unlike successful countries like South Korea and Japan, Vietnam lacks the historical opportunities that facilitated their industrial growth, such as significant foreign aid and favorable global conditions [19][20]. - The current global economic environment is characterized by rising protectionism and localized supply chains, which pose challenges for Vietnam's export-driven economy [21][23]. Governance and Institutional Challenges - Vietnam struggles with governance issues, including a fragmented political landscape and inefficient policy execution, stemming from historical conflicts [25][27]. - The administrative structure is overly complex, with a high percentage of the budget allocated to public sector salaries, limiting investment in critical areas like education and infrastructure [27][30]. - The lack of skilled labor and inadequate governance capacity hinder Vietnam's ability to transition from an assembly-based economy to one focused on high-value industries [25][30].

从2022年最低点算起，上海交易所白银价格从最低4018已经涨到了2025年的19204，涨幅超过了3.5倍。 和黄金相比白银的涨幅更加大，趋势更猛。以至于在美国的华尔街看来，中国正在试图建立以白银为锚定物的，"银本位"金融体系。 为什么中国推动的白银价格上涨让美西方金融体系这么紧张？从长期来看，中国是否已经掌握了贵金属的定价权？ 纸白银的"信任危机"：当数字合约再也变不出真金白银 曾经，在上海交易所刚成立时，好些东方大国的一些砖家不屑一顾，不看好它。如今，终于发展到能适度影响伦敦市场和纽交所的程度。 数据显示，国内白银期货的价格，在近期涨得比国际版本更"猛"。一个直观的数据是，12月单月，国内白银期货涨幅超过38%，而同期国际银价的涨幅约为 25%-26%。这并不是简单的炒作，背后是一股强大的"东方引力"。 目前， 中国是全球最大的白银进口国和消费国。我们的光伏面板产量占全球绝大部分，我们的电子制造业集群需要吞吐海量的白银。 这意味着，在上海期货交易所每跳动一次的价格，其背后连接的是真实的生产订单和物流吞吐，是"用银子造东西"的刚性需求。这与主要体现金融投资情绪 的伦敦、纽约市场，存在着根本性的逻辑差异。 ...