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 ...

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 ...

Core Viewpoint - The company reported a year-on-year increase of 9.2% in mobile lens shipments and 28.9% in automotive lens shipments in April, indicating stable growth in mobile lenses and high growth in automotive lenses, with expectations for improved unit prices and gross margins by 2025 [1] Business Segments - **Optical Components Business**: - Mobile lens shipments reached 103 million units, with a month-on-month increase of 9.2% and a year-on-year increase of 1.3% - Automotive lens shipments totaled 11.57 million units, with a month-on-month increase of 17.8% and a year-on-year increase of 28.9% [2] - **Optoelectronic Products**: - Mobile camera module shipments were 39.25 million units, with a month-on-month increase of 5.2% but a year-on-year decrease of 14.1% - Despite challenges in mobile camera module shipments due to product structure adjustments, mobile lens shipments continued to grow steadily [2] - **Automotive Lens Market**: - The company is expected to ship 102 million automotive lenses in 2024, marking a year-on-year increase of 12.7%, maintaining the top global market share - Collaborations with major platform manufacturers like Mobileye and NVIDIA have led to successful development of certified camera products for leading automotive manufacturers [3] - **XR Business**: - The company anticipates AR/VR-related revenue of 2.58 billion yuan in 2024, reflecting a year-on-year increase of 37.8% - The company has achieved mass production of MicroLED optical machines and AR glasses, with over 30 clients for AI glasses [3] Profit Forecast and Valuation - The company is projected to achieve net profits of 3.351 billion yuan and 4.048 billion yuan in 2025 and 2026, respectively, with corresponding P/E ratios of 19x and 16x [4]

国信证券股份有限公司（以下简称"保荐机构"）作为深圳市路维光电股份 有限公司（以下简称"路维光电"或"上市公司"）首次公开发行股票并在科创 板上市项目的保荐机构，根据《中华人民共和国公司法》《中华人民共和国证券 法》及《上海证券交易所上市公司自律监管指引第 7 号——回购股份（2025 年 3 月修订）》等有关规定，对路维光电 2024 年度利润分配所涉及的差异化权益分 派（以下简称"本次差异化权益分派"）进行了审慎核查，具体情况如下： 一、本次差异化权益分派的原因 路维光电于 2023 年 12 月 15 日召开第四届董事会第二十二次会议，审议通 过了《关于以集中竞价交易方式回购公司股份方案的议案》，同意公司使用首次 公开发行人民币普通股取得的超募资金以集中竞价交易方式回购公司已发行的 部分人民币普通股（A 股）股票，回购资金总额不低于人民币 5,000.00 万元（含）， 不超过人民币 8,000.00 万元（含），回购价格不超过人民币 46.51 元/股（含）， 因实施 2023 年年度权益分派，公司本次回购股份价格上限由不超过人民币 46.51 元/股（含）调整为不超过人民币 46.27 元/股（含） ...

Core Viewpoint - The article highlights the resurgence of foreign trade in Yiwu, driven by a temporary easing of trade tensions and a significant increase in orders from the U.S. market, particularly in the wake of tariff reductions and trade negotiations between China and the U.S. [2][4][16] Group 1: Trade Dynamics - Yiwu foreign traders are experiencing a surge in orders, with a notable increase in container bookings to the U.S., which rose nearly 300% following tariff reductions [4][16] - The average booking volume for containers from China to the U.S. increased from 5709 to 21530 standard containers within a week, marking a 277% rise [4][16] - Companies are actively working to fulfill orders, with one business reporting over $1 million in orders ready for shipment to the U.S. [7][11] Group 2: Business Strategies - Companies are adapting to the changing trade environment by diversifying their markets, with some exploring opportunities in Europe and Latin America to mitigate risks associated with U.S. tariffs [11][18] - One company reported that only 5% of its sales come from the U.S., allowing it to remain largely unaffected by the trade tensions [10] - Businesses are also increasing their domestic market efforts, with one company achieving nearly 6 million yuan in sales from domestic gift products in its first year [14] Group 3: Market Trends - The "May Day" holiday saw a significant influx of tourists in Yiwu, with 277.78 million visitors recorded, a 29.99% increase year-on-year, contributing to a tourism revenue of over 1.1 billion yuan [12] - The article notes that the demand for Chinese manufactured goods remains strong, with companies emphasizing that their products have no suitable alternatives abroad [18] - The U.S. Department of Commerce reported a 2.3% year-on-year increase in the Personal Consumption Expenditures (PCE) price index, indicating a potential rise in consumer demand [10]

国浩律师（上海）事务所 法律意见书 国浩律师（上海）事务所 关于江西沃格光电集团股份有限公司 致：江西沃格光电集团股份有限公司 江西沃格光电集团股份有限公司（以下简称"公司"）2024 年年度股东大会 （以下简称"本次股东大会"）现场会议定于 2025 年 5 月 23 日下午 14：00 在 江西省新余市国家高新技术产业开发区赛维大道沃格科技园公司会议室召开，国 浩律师（上海）事务所（以下简称"本所"）接受公司的委托，指派本所律师出 席会议，并依据《中华人民共和国证券法》《中华人民共和国公司法》和《江西 沃格光电集团股份有限公司章程》 （以下简称《公司章程》）出具本法律意见书。 本所律师已经按照有关法律、法规的规定对本次股东大会召集、召开程序是 否合法及是否符合《公司章程》、股东大会召集人资格的合法有效性、出席会议 人员资格的合法有效性和股东大会表决程序、表决结果等发表法律意见。法律意 见书中不存在虚假、严重误导性陈述及重大遗漏，否则愿意承担相应的法律责任。 本所律师是根据对事实的了解和对法律的理解发表法律意见。 本法律意见书依据国家有关法律、法规的规定而出具。 本所律师同意将本法律意见书作为公司本次股东大 ...

Core Viewpoint - The stock of 8Yuan Space (688181) shows a strong score of 57.50, indicating a robust performance in the market, but the short-term and mid-term trends are unclear, awaiting direction from major funds [1][2]. Price and Cost Analysis - Current main cost is 29.12 CNY, with a 5-day main cost of 30.18 CNY, a 20-day main cost of 29.16 CNY, and a 60-day main cost of 28.74 CNY [1]. - The stock has experienced one limit-up and one limit-down in the past year [1]. Technical Analysis - Short-term resistance is at 30.95 CNY, while short-term support is at 28.94 CNY [2]. - The K-line patterns indicate potential market tops with "Three Black Crows" and "Two Black Gaps" suggesting a possible downturn [2][3]. Fund Flow Data - On May 23, 2025, the net outflow of major funds was 32.25 thousand CNY, accounting for 0% of total trading volume [2]. - Large orders saw a net outflow of 42.33 thousand CNY, while super large orders had a net inflow of 10.07 thousand CNY, and retail investors experienced a net outflow of 77.19 thousand CNY [2][3]. Financial Data - Earnings per share are reported at 0.18 CNY, with an operating profit of 0.30 billion CNY [2][3]. - The net profit stands at approximately 23.04 million CNY, with a sales gross margin of 42.626% [2][3]. Related Industry Performance - The stock is associated with various sectors, including Optical and Optoelectronic (-1.28%), Lithium Battery (-0.79%), Lithography Machine (Glue) (+0.83%), and New Materials (-0.28%) [2][3].

调研行业：光学光电子 参与调研的机构：投资者等 路维光电分析师会议 调研日期：2025年05月22日 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的集团 ...

深圳光峰科技股份有限公司 关于调整 2024 年度利润分配方案每股分红金额的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 公司于 2025 年 4 月 28 日、2025 年 5 月 20 日分别召开第三届董事会第七次 会议及 2024 年度股东大会，审议通过《关于公司 2024 年度利润分配预案的议案》， 具体利润分配方案具体如下： 证券代码：688007 证券简称：光峰科技 公告编号：2025-028 自 2024 年度利润分配预案披露公告之日起至本公告披露日期间，公司通过 上海证券交易所交易系统以集中竞价交易方式回购公司股份数量新增 1,147,297 股，回购专用证券账户股份总数为 3,598,489 股。 截至本公告披露日，公司股本总数 459,291,145 股扣除回购专用证券账户中 股份数量 3,598,489 股，本次实际参与分配的股份数量为 455,692,656 股。公司按 照现金分配总额不变的原则相应调整每股分配金额，每股派发现金红利由 0.025 元（含税）调整为 0.025 ...

Core Viewpoint - Shenzhen Ruifeng Optoelectronics Co., Ltd. has completed the cancellation of a total of 1.7464 million stock options as part of its 2024 stock option and restricted stock incentive plan due to various reasons including employee departures and performance assessments [1][2]. Group 1: Stock Option Cancellation - The company held a board meeting on April 23, 2025, where it approved the cancellation of stock options for employees who no longer qualify as incentive targets due to resignation or other reasons [1]. - A total of 1.715 million stock options will be canceled due to 36 employees leaving the company for personal reasons, which disqualifies them from exercising their options [1]. - Additionally, 3.14 thousand stock options will be canceled for 4 employees whose performance assessments did not meet the required standards, with two achieving a "B" rating (80% exercisable) and two a "C" rating (60% exercisable) [2]. Group 2: Legal and Administrative Procedures - The company has obtained a legal opinion regarding the cancellation of stock options and has submitted the necessary application to the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, for the cancellation process [2]. - The cancellation of the stock options was confirmed and completed on May 22, 2025, and will not affect the company's share capital as these options had not been exercised [2].