新华社客户端上海8月22日电（记者 胡洁菲）三个校地合作重点项目揭牌，签约9个重点产业类项 目、投资总额约87.22亿元，再扩容14家新成员至88家……瞄准新产业、新赛道，成立于2020年8月的开 发者联盟"体格"不断增大、"体能"愈发强健，正在探索有为政府和有效市场结合、深化科技创新和产业 创新融合进程中凸显出强大发展动能。 创新活力持续迸发 "除了传统路径，大模型发展还有另一条路——先做专业大模型，再把各类专业大模型集合在一 起，走出一条专业到通用的道路。"21日举行的2025年长三角生态绿色一体化发展示范区开发者大会暨 全链接大会上，中国工程院原常务副院长、浙江大学原校长潘云鹤预判，这条"全世界还没有人走的 路"，很有可能在长三角"跑通"。 对此，浙江大学长三角智慧绿洲创新中心主任范晓辉深有同感。目前，浙大智慧绿洲等四大科创平 台已有自主研发标志性成果55项，孵化转化企业75家，市场化横向经费3.7亿元。 在此基础之上，依托联盟、寻找科研攻关"合伙人"也成为不少企业的入盟源动力。作为此次新入盟 成员，正泰集团董事陆川说，正泰将开放在浙江、江苏的智能制造基地，推动三地新能源装备制造产业 链合作，"尤其是希 ...

Core Viewpoint - The strategic partnership between Langdawans and UBTECH Education aims to innovate and apply AI lighting robot technology, enhancing smart and convenient lighting solutions for global users [1][2]. Group 1: Partnership Details - Langdawans and UBTECH Education signed a strategic cooperation agreement to collaborate in the AI lighting robot sector [1]. - The partnership focuses on integrating resources to drive innovation in AI lighting technology [1]. - Langdawans has established a localized service network in over 150 countries, providing customized lighting solutions across various scenarios [1]. Group 2: Product Innovation - The AI lighting service robot from Langdawans transforms traditional lighting functions by incorporating AI technology, enabling dynamic adjustments based on user needs and scene changes [2]. - The product aims to create personalized lighting environments through voice interaction, establishing a new paradigm of "light and emotional dialogue" [2]. - The collaboration will lead to the development of multiple AI lighting robot products tailored for different scenarios, enhancing user experience through continuous technological iteration [3].

Core Viewpoint - The strategic partnership between Langdawans and UBTECH Education aims to innovate and apply AI lighting robot technology, enhancing smart and convenient lighting solutions for global users [1][2]. Group 1: Partnership Details - Langdawans signed a strategic cooperation agreement with UBTECH Education on August 20, focusing on deep collaboration in the AI lighting robot sector [1]. - The partnership will leverage Langdawans' strengths in lighting technology research and UBTECH's AI capabilities to develop a series of products for various environments, including home, office, and commercial spaces [2]. Group 2: Company Strengths - Langdawans has established a localized service network in over 140 countries, showcasing its robust capabilities in lighting technology and smart manufacturing [1]. - UBTECH Education holds 2,680 authorized patents, making it the company with the most effective humanoid robot patents globally, and is recognized for its commercialized humanoid robots [2]. Group 3: Future Development Plans - The companies plan to develop 10 to 20 different AI lighting robot products tailored to various scenarios, enhancing user experience through continuous technological iteration [3]. - The collaboration will focus on optimizing lighting adaptability for educational environments, aiming to improve learning experiences for children [2].

Core Viewpoint - The strategic partnership between Langdawans Lighting and UBTECH Education aims to innovate and apply AI lighting robot technology, enhancing user experience through intelligent and convenient lighting solutions [1][4]. Group 1: Company Overview - Langdawans Lighting has a strong foundation in lighting technology research and development, intelligent manufacturing systems, and a global channel network, providing customized lighting solutions across over 140 countries [2][3]. - UBTECH Education, a subsidiary of UBTECH Robotics, focuses on humanoid robot technology and holds 2,680 authorized patents, making it a leader in the humanoid robotics sector [2][3]. Group 2: Product Development and Innovation - The AI lighting service robot developed by Langdawans transforms traditional lighting into an interactive and emotional experience, allowing dynamic adjustments based on user needs and scenarios [4][6]. - The collaboration will lead to the development of a series of AI lighting robot products for various environments, including home, office, and commercial spaces, with a focus on optimizing lighting for educational settings [6]. Group 3: Market Potential and Future Outlook - The partnership is expected to leverage the strengths of both companies to explore the vast potential of the AI lighting robot market, aiming to create innovative products that enhance daily life [6]. - Langdawans plans to develop 10 to 20 different AI lighting robot products, continuously iterating on technology and user experience [6].

Core Viewpoint - The enthusiasm for mid-term dividends among A-share listed companies is increasing, with over a hundred companies disclosing their mid-term dividend plans for 2025, indicating a growing awareness of shareholder returns [1][4]. Group 1: Dividend Plans of Major Companies - The three major telecom operators in China plan to distribute over 740 billion yuan in mid-term dividends, with each company reporting a year-on-year increase in net profit for the first half of the year [2][3]. - China Telecom plans to distribute 165.81 billion yuan in cash dividends, which is 72% of its net profit for the first half of 2025 [2]. - China Mobile intends to distribute a total of approximately 540 billion yuan in cash dividends, with a per-share dividend of 2.75 Hong Kong dollars, reflecting a 5.8% increase year-on-year [3]. - China Unicom plans to distribute approximately 34.77 billion yuan in cash dividends, with a per-share dividend of 1.112 yuan [3]. Group 2: Overall Trends in Dividend Distribution - The trend of increasing dividend distribution among listed companies is supported by policies encouraging higher investor returns, with companies like Debang Lighting and Jiufeng Energy announcing their mid-term profit distribution plans [4][6]. - The total cash dividends distributed by listed companies reached a record high of 2.4 trillion yuan for the 2024 fiscal year, representing a 9% increase from 2023 [5]. - The number of companies consistently paying dividends has been rising, with 2,447 out of 4,445 companies listed for over three years having paid dividends in the last three years, a 12% increase from 2023 [5]. Group 3: Future Dividend Strategies - Changjiang Electric Power has announced a five-year dividend plan, committing to distribute at least 70% of its net profit to shareholders annually from 2026 to 2030 [6]. - Jin Sanjiang has also outlined a three-year dividend plan, ensuring that at least 15% of its distributable profits will be allocated for cash dividends each year [6]. - The increasing trend in dividend distribution reflects a growing internal drive among listed companies to provide predictable cash flow returns to investors, contributing to higher quality development in the capital market [6].

8月19日洲明科技大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额 | 格 | 收盘折溢 | 买方营业 | 卖方营业部 | | | （万 | | 价 | 部 | | | 股） | 元） | （元） | （%） | | | | 2000.00 | 16000.00 | 8.00 | -2.08 | 机构专用 | 国泰海通证券股份有限公司深圳人民南路证券营业 | | | | | | | 部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （原标题：洲明科技大宗交易成交1.60亿元） 洲明科技8月19日大宗交易平台出现一笔成交，成交量2000.00万股，成交金额1.60亿元，大宗交易成交 价为8.00元，相对今日收盘价折价2.08%。该笔交易的买方营业部为机构专用，卖方营业部为国泰海通 证券股份有限公司深圳人民南路证券营业部。 证券时报•数据宝统计显示，洲明科技今日收盘价为8.17元，下跌0.12%，日换手率为9.38%，成交额为 6.83亿元，全天主力资金净流入2414.78万 ...

Core Insights - The company reported a slight increase in revenue to 2.152 billion yuan, reflecting a year-on-year growth of 0.4%, while net profit decreased by 19.66% to 143 million yuan due to rising raw material costs and external market pressures [1][2] - The company continues to focus on research and development, with an investment of approximately 62.87 million yuan in the first half of 2025, emphasizing the importance of innovation and product iteration [4][6] - The company is actively expanding its overseas production bases in response to increasing competition and geopolitical risks, particularly in Vietnam and Indonesia [3][5] Financial Performance - The total assets of the company increased by 13.3% year-on-year, reaching 6.743 billion yuan, indicating ongoing asset expansion [2] - The net cash flow from operating activities narrowed to 2.36 million yuan due to increased costs and expanded procurement scale [2] - Despite a short-term decline in net profit, the company maintains a long-term focus on stable growth [2][6] Business Segments - The company has three core business segments: general lighting, commercial lighting, and automotive components, with the general lighting segment maintaining a strong market position [3] - The automotive segment has shown significant growth, with new designated projects worth nearly 700 million yuan, contributing positively to the company's profit structure [2][3] - The commercial lighting segment is optimizing its product structure and increasing market share in niche areas [2] Innovation and R&D - The company has established multiple provincial and national R&D platforms, including postdoctoral workstations and expert workstations, to enhance its technological capabilities [4] - The company holds a total of 686 patents, including 136 invention patents, which support its product innovation and market expansion efforts [4] - The focus on green and intelligent lighting technologies aligns with market demands and positions the company favorably in the industry [4] Market Strategy - The company is adapting to changes in the lighting industry, with a focus on smart and green lighting trends, while also addressing challenges such as homogenization and price pressure [5] - In the automotive sector, the company is leveraging the rapid growth of domestic electric and smart vehicles to capture market opportunities [5] - The company is enhancing its global operational capabilities through overseas base construction and hedging measures to mitigate currency and logistics risks [5]

深圳日上光电有限公司，一家在照明行业深耕近二十年的企业，近日迎来了全球照明采购联合会执行会长、深圳市照明与显示工程行业协会会长曾晓兰的 到访。此次访问不仅揭示了日上光电全球化战略的核心路径，还展示了其从深圳总部到泰国制造基地的全球化布局。 自2007年在深圳成立以来，日上光电以标识照明为切入点，逐步发展成为LED照明行业的细分领域领导者。其业务涵盖了LED标识照明、线性照明和教育 照明三大板块，每一步发展都紧密相连着技术创新的主线。2015年，公司成为上市企业万润科技的全资子公司，资本力量的注入进一步加速了其成长步 伐。2024年，泰国海外制造基地的投产，标志着日上光电全球化战略迈入新阶段。 在谈及公司发展历程时，日上光电董事长兼总经理黄钢强调了公司对于标识照明和线性照明的执着追求。他表示，人才是公司发展的基石，团队是公司竞 争的核心。日上光电拥有一支由光学、电子、结构和材料领域资深专家组成的团队，这是公司能够成为标识照明细分领域头部企业的关键。 在COB灯带的技术突围上，日上光电凭借近十年的技术沉淀，已成为国内较早涉足该领域的企业之一。其八大系列超百款产品，在光线均匀性、散热效 率等方面实现了突破，尤其在窄 ...

Core Viewpoint - Zhongshan Huiye Lighting Co., Ltd. has been established with a registered capital of 100,000 RMB, focusing on various sectors including lighting manufacturing and sales, renewable energy technology research, and solar power products [1] Group 1: Company Overview - Zhongshan Huiye Lighting Co., Ltd. has a registered capital of 100,000 RMB [1] - The company operates in multiple areas including lighting fixture manufacturing and sales, new energy technology research, and solar thermal power product sales [1] Group 2: Business Scope - The business scope includes manufacturing and sales of lighting fixtures, photovoltaic equipment, and battery components [1] - The company also engages in energy storage technology services and solar power technology services [1] - Additional activities include retail and manufacturing of electronic components, home appliances, and daily chemical products [1]

Group 1 - The company has approved a plan to conduct commodity hedging business, with a trading margin and premium cap of up to RMB 10 million initially, which can be rolled over within the effective period [1] - The cap for the trading margin and premium was later increased to RMB 20 million, reflecting the company's ongoing strategy to manage commodity price risks [2] - As of August 18, 2025, the company reported a total investment loss of RMB 11.63 million from its hedging activities, with unrealized losses from open positions amounting to RMB 11.44 million [2] Group 2 - The company's hedging activities are not expected to impact its daily operations, and the overall profit impact will be determined by actual gains or losses [3] - The company plans to enhance its market monitoring and risk management strategies to mitigate risks associated with its hedging activities [3]