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为降低前期投入压力,光莆股份将海外制造基地募投项目延期至2027年末建成
Ju Chao Zi Xun· 2025-05-29 02:43
其中,"海外智能制造产业基地扩建项目"在推进过程中,国际贸易环境发生较大变化,贸易政策频繁更迭,地缘政治冲突进一步加剧,为降低投资风险,同 时满足客户扩建产能快速落地需求,光莆股份拟使用募集资金先租赁厂房并进行装修,快速实现部分产能的投产,满足市场和客户的即时需求,降低前期资 金投入压力与投资风险;后续待国际贸易形势趋于明朗、贸易政策趋于稳定后,再继续推进海外购地和厂房建设。 基于此,光莆股份经审慎研究后决定增加该募投项目的实施方式:租赁厂房和厂房装修,并将该项目达到预定可使用状态日期延长至2027年12月31日。 光莆股份于2020年9月非公开发行不超过71,363,368股新股,共计募集人民币1,030,803,595.51元。扣除与发行有关的费用,实际募集资金净额为人民币 1,017,663,459.71元。 光莆股份于2024年7月审议通过了《关于变更部分募集资金用途及新增募集资金投资项目的议案》,同意公司将"高光功率紫外固态光源产品建设项 目"和"LED照明产品智能化生产建设项目"尚未使用的募集资金及累计收益用于实施公司新增的募投项目"光电传感器件集成封测研发及产业化项目"和"海外 智能制造产业基地 ...
波长光电:已完成微纳光学实验室主体装修以及部分实验设备的引入
news flash· 2025-05-26 12:55
Core Viewpoint - The company has completed the main renovation of its micro-nano optical laboratory and has introduced some experimental equipment, focusing on the development of sub-wavelength structured optical components [1] Group 1: Company Developments - The company is engaged in the research and development of sub-wavelength structured optical components, including superlenses and metasurface devices [1] - The application scenarios for these developments include semiconductor optics, photovoltaics and new energy, AR/VR, and infrared fields [1]
波长光电(301421) - 投资者关系活动记录表
2025-05-26 12:12
Group 1: Semiconductor Optical Business - The company's semiconductor optical business revenue for 2024 is approximately 17.7 million yuan, with ongoing efforts to expand customer cooperation and enhance technical exchanges [1][2] - The semiconductor optical business includes applications in lithography, packaging testing, and measurement, focusing on both mature and advanced processes [2] Group 2: Precision Processing Equipment - The company has invested in advanced processing equipment such as ion beam and magnetorheological polishing to meet high precision requirements in semiconductor and aerospace applications [3] - The advanced manufacturing process center has been established to enhance precision processing capabilities, although current utilization rates of these advanced machines are low due to product size differences [3] Group 3: Talent Development - As of the end of 2024, the company has over 700 employees, with 151 technical personnel, accounting for 21.09% of the total workforce [4] - The company plans to continue building a talent pipeline to enhance personnel quality and develop a high-caliber talent team [4] Group 4: Micro-Nano Optical Laboratory - The micro-nano optical laboratory has completed its main construction and is focusing on developing sub-wavelength optical components for various applications, including semiconductor optics and AR/VR [5] - The laboratory aims to collaborate with external universities and research institutions to enhance its R&D capabilities [5] Group 5: International Business and Trade Impact - In 2024, the company's overseas business generated revenue of 12,750.37 million yuan, accounting for 30.66% of total revenue, primarily from its wholly-owned subsidiary in Singapore [6] - The company is monitoring international trade environments and tariff policy changes to mitigate potential impacts on its business [6] Group 6: Profit Margin Outlook - The company's gross margin has declined due to lower margins on infrared optical products influenced by raw material supply issues [7][8] - The company continues to focus on high-value-added products in the industrial sector to maintain relative stability in gross margins [8]
国产光谱仪公司完成近亿元融资,启用新总部
仪器信息网· 2025-05-26 09:27
在科技创新引领时代发展的大背景下,复享光学将围绕深度光谱技术持续拓展开放生态,致力于为客户提供卓越的端到端一体化智能光感知技 术解决方案,为国家战略性新兴产业的高质量发展贡献力量。 导读: 2025年4月,复享光学成功引入近亿元C+轮战略投资,由产业头部机构浦宸基金联合元禾璞华共同注资,重点推进公司新总部/产线建设与核心技术攻关。 特别提示 微信机制调整,点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们的推送。 2025年4月,复享光学成功引入近亿元C+轮战略投资,由产业头部机构浦宸基金联合元禾璞华共同注资,重点推进公司新总部/产线建设与核 心技术攻关。近日,在政府相关领导、产业界及学术界精英共同见证下,复享光学新总部正式落成启用,标志着公司发展迈入全新阶段。 复享光学拥有国内顶尖的研发团队,累计服务超4000个客户,销售超30000台光谱仪,占据中国高端光谱仪器市场头部地位。此次公司投资 建设超5000平方米新总部,将构筑起覆盖研发、测试、生产、营销一体化的全链条创新平台,具备支撑近10亿元产能规模潜力。 作为国内先进光谱技术领军企业,复享光学凭借十余年技术深耕,不断强化 ...
5月26日早间重要公告一览
Xi Niu Cai Jing· 2025-05-26 05:40
Group 1 - Northern Long Dragon is planning to acquire the controlling stake of Henan Zhongsheng and raise matching funds, leading to a stock suspension [1] - The company specializes in the research, design, production, and sales of non-metal composite materials for military vehicle equipment [1] - Koyuan Pharmaceutical's major shareholder plans to reduce their stake by up to 3%, amounting to 324.87 million shares [2] Group 2 - Jiaste Technology's shareholder intends to reduce their stake by up to 3%, totaling 1,428.75 million shares [2] - Chengdi Xiangjiang's subsidiary has won a bid for a data center project with China Mobile, valued at 492 million yuan [3] - Zhongchao Holdings' actual controller sold 223 million shares during a period of stock price fluctuation, representing 0.16% of total shares [4] Group 3 - ST Yushun's stock will resume trading after confirming no significant changes in its operational environment [6] - Xing Shuai Er's shareholder plans to reduce their stake by up to 0.37%, equating to 130 million shares [7] - Weiguang Co. intends to reduce its stake by up to 1.32%, totaling 300 million shares [8] Group 4 - Zhongsheng Pharmaceutical's subsidiary has received ethical approval for two Phase III clinical trials for its innovative peptide drug RAY1225 [9][10] - Nongxin Technology's major shareholder plans to reduce their stake by up to 1.35%, amounting to 135 million shares [12] - Mintai Aluminum has signed a strategic cooperation agreement with Penghui Energy for collaboration in battery technology [14] Group 5 - Youyan Powder's controlling shareholder plans to reduce their stake by up to 1%, totaling 103 million shares [16] - Runjian Co. has been shortlisted for a procurement project with China Mobile, valued at 374 million yuan [17] - Bangyan Technology has terminated its plan to issue shares and raise funds for asset acquisition [18] Group 6 - Xianggang Technology's controlling shareholder intends to reduce their stake by up to 3%, equating to 648.42 million shares [19] - Zhongke Shuguang is undergoing a stock suspension due to a planned share swap merger with Haiguang Information [20]
港股午评|恒生指数早盘跌1% 航空板块逆市上涨
智通财经网· 2025-05-26 04:07
智通财经APP获悉,港股恒生指数跌1%,跌235点,报23366点;恒生科技指数跌1.32%。港股早盘成交 1277亿港元。 航空股延续近期涨势,4月民航需求增速较Q1提升明显,机构称Q2盈利改善可期。中国国航(00753)涨 5.76%;南方航空(01055)涨4.36%;东方航空(00670)涨1.85%。 特朗普签署核能"复兴令" 机构指核电发展趋势极为明确。核电股涨幅居前,中广核矿业(01164)涨 5.63%;中广核电力(01816)涨3.92%。 阜博集团(03738)再涨超6%,一季度总收入同比增长约23%,公司加速推进AI生态布局。 腾讯音乐-SW(01698)涨超4%,首季度ARPPU同比改善超预期,公司在线音乐服务稳定增长。 朝云集团(06601)逆市涨超8%,宠物消费市场迎强劲增长浪潮,公司布局新兴宠物赛道。 众安在线(06060)涨超13%,香港立法放行稳定币,众安银行深入布局虚拟资产业务。 荣昌生物(09995)回落逾5%,公司近期配股筹资约8亿港元,机构称配股强化现金状况。 先健科技(01302)现涨超5%,主动脉弓支架系统获国家药监局正式注册批准。 康耐特光学(02276)涨超5 ...
为民企融资搭桥梁畅渠道(财经眼·为民营经济增动力)
Ren Min Ri Bao· 2025-05-25 21:59
Core Viewpoint - The article highlights the challenges and support mechanisms for small and micro enterprises in China, particularly focusing on Xi'an Zhongke Lide Infrared Technology Co., Ltd., which is leveraging financial support to overcome funding difficulties and enhance its technological capabilities [1][2][3]. Group 1: Company Overview - Xi'an Zhongke Lide Infrared Technology Co., Ltd. has launched a new series of anti-drone optical radars that utilize multi-band optical composite detection and intelligent recognition technologies, achieving over 90% identification accuracy [1]. - The company, established ten years ago, has experienced a significant increase in funding needs as it transitions from a startup to a growth phase [1]. Group 2: Financial Challenges and Support - The company faced a funding crisis with a loan of 30 million yuan due to extended customer payment cycles, risking a cash flow disruption [1]. - Financial institutions, including several banks, provided non-repayable renewal loans to help the company navigate its financial difficulties, following a policy optimization by the Financial Regulatory Bureau that expanded the scope of such loans to all small and micro enterprises [2][3]. Group 3: Financing Mechanisms - The Agricultural Bank of China established a specialized service team to address the financing needs of small and micro enterprises, resulting in a 20 million yuan short-term working capital loan for Zhongke Lide, with a rapid approval process of just five working days [3][4]. - The bank's new credit service system evaluates technology-based enterprises based on their innovation capabilities rather than traditional collateral, facilitating easier access to financing [3]. Group 4: Impact of Financial Policies - Since the establishment of the financing coordination mechanism in Shaanxi Province, over 2.2 million small and micro enterprises have been visited, leading to new loans totaling approximately 153.89 billion yuan, with a loan approval rate exceeding 90% [4]. - The company has benefited from lower financing costs, with a loan interest rate reduced by 1.5 percentage points compared to market levels, resulting in annual savings of 300,000 yuan [4]. Group 5: Future Prospects - The company aims to integrate infrared thermal imaging technology with the Internet and artificial intelligence, expanding its applications into smart cities, intelligent buildings, and healthcare, necessitating further financial support for technological breakthroughs [5]. - Financial institutions plan to continue supporting the company through investment and loan linkage, ensuring adequate resources for innovation [5].
外商理想、安全、有为的投资目的地投资中国就是投资未来
中央纪委国家监委网站 薛鹏 图为近日,在第九届丝绸之路国际博览会暨中国东西部合作与投资贸易洽谈会丝路优品展上,参观者了 解塔吉克斯坦商品。新华社记者 李一博 摄 "中国过去是、现在是、将来也必然是外商理想、安全、有为的投资目的地,相信中国就是相信明天, 投资中国就是投资未来。"近日,习近平总书记复信中国丹麦商会负责人,再次释放了中国坚定不移扩 大高水平对外开放,欢迎跨国企业深耕中国市场的明确信号。 40多年来,中国坚定不移推进改革开放,一直是外资企业理想、安全、有为的投资目的地。近年来,在 全球跨境投资不确定性显著上升的背景下,中国坚定不移推进高水平对外开放,开放的大门越开越大, 以更大力度吸引和利用外资,继续为跨国公司在华投资发展创造良好条件,与世界共享发展机遇。 多个国际展会密集举行,开放的中国吸引外商投资兴业 近期,多个国际展会密集举行,开放的中国"磁吸力"持续彰显—— 5月17日至21日,第三十四届哈尔滨国际经济贸易洽谈会暨2025黑龙江贸易投资合作大会举行,吸引38 个国家和地区及23个省、区、市的1500余家企业参展;5月21日,第九届丝绸之路国际博览会暨中国东 西部合作与投资贸易洽谈会在陕西西安 ...
Airwallex完成3亿美元F轮融资;宁德时代最新市值为14699.22亿港元丨全球投融资周报05.17-05.23
创业邦· 2025-05-25 00:51
以下文章来源于睿兽Pro ,作者Bestla 睿兽Pro . 创业邦旗下横跨一二级市场的科创数据平台。实时投资数据、追踪产业创新。找数据、做分析、链资 源,就上睿兽分析。 全球投融资周报 睿兽分析每周整理当周最值得关注的国内外热门投融资事件,帮助大家及时了解全球市场动向。 一级市场投融资概览 根据睿兽分析监测数据,本周国内一级市场披露的融资事件79个, 与上周相比减少61个, 其中已披 露融资金额的事件37个, 总融资规模为45.99亿元人民币, 平均融资金额为1.24亿元人民币。 行业分布 从融资事件数量来看,本周智能制造、人工智能、医疗健康领域融资最活跃。分别为智能制造16个、 人工智能10个、医疗健康5个。 从已披露金额事件的融资规模来看,人工智能最高,融资总规模约为7.97亿元人民币。其中具身智能 机器人研发商 「魔法原子」 完成数亿元人民币A轮融资。 魔法原子是一家具身智能机器人研发商,专注于通用机器人和具身智能技术研发与落地应用,其产品 包括通用人形机器人和仿生四足机器人等,覆盖工业、商业及家庭等多个场景。 其次是智能制造行业,已披露融资总额为6.13亿元人民币。其中高端光学量测与检测设备研发商 ...
每周股票复盘:TCL科技(000100)2024年营收1648亿元,2025年Q1净利润同比增长322%
Sou Hu Cai Jing· 2025-05-23 19:12
2024年,TCL科技集团股份有限公司实现营业收入1648亿元,归属于上市公司股东的净利润为15.6亿元,经营活动产生的现金流量净额为295亿 元。TCL华星光电技术有限公司保持了其显示业务在行业内的供需基本平衡,并抓住了大尺寸产品趋势和AI应用扩展带来的新商机,继续优化其 发展战略、业务和产品结构,增强相对竞争力并积极改善全球布局。对于显示业务,公司实现了年度营业收入1043亿元,净利润62.3亿元,同比 有显著改善。液晶产品的竞争力达到了领先地位,电视产品的市场份额稳居全球前两名,商用显示器产品的市场份额位居全球前三。公司收购了 LG Display在广州的液晶面板和模块工厂,从而进一步增强了其在液晶行业的竞争力。 2024年年度报告 2024年,TCL科技集团股份有限公司实现营业收入1648.23亿元,同比下降5.47%;归属于上市公司股东的净利润为15.64亿元,同比下降29.38%; 经营活动产生的现金流量净额为295.27亿元,同比增长16.64%。基本每股收益为0.0842元,同比下降29.54%;稀释每股收益为0.0833元,同比下降 29.35%;加权平均净资产收益率为2.95%,同比下降1 ...