金十数据7月10日讯，今日，港股三大指数全天震荡上行，收盘涨跌不一。截至收盘。恒生指数收涨 0.57%，恒生科技指数收跌0.29%，国企指数收涨0.83%。加密货币概念低开后震荡走高，国泰君安国际 (01788.HK)涨超8%；地产股午后大幅走强，融创中国(01918.HK)涨超13%，富力地产(02777.HK)涨超 11%；苹果概念今日回升，舜宇光学科技(02382.HK)涨超6%；除此以外，中资券商、物流、建材水泥、 内银、保险等概念股涨幅居前。新消费、黄金、锂电池、新能源车企等概念股日内走低。个股方面，耀 才证券金融(01428.HK)涨超25%，市值突破230亿港元；普星能量(00090.HK)认购HASHKEY- HOLDINGS-LIMITED优先股，收涨141%。 港股收评：恒指收涨0.57%，地产股午后爆发 ...

2024年，乐凯胶片太阳能电池背板产品毛利率由正转负，光伏业务从"盈利"滑向"亏损"。尽管公司最初试图通过开发共线新产品来应对，但"产量越大亏损 越重"的现实让管理层最终决定止损退出。乐凯胶片内部人士坦言，虽然光伏业务量曾很大，但产业竞争激烈、价格下滑、需求下降，加之公司生产基地 与主要市场区域（江浙一带）距离较远导致运输成本偏高，使得该板块利润微薄，甚至陷入亏损。 告别光伏，乐凯胶片并未停下脚步。公告显示，乐凯胶片正加快布局光电显示和绿色双碳新业务。在光电显示领域，乐凯胶片已收购乐凯光电，并投建 TAC膜生产线，旨在打破中高端TAC光学膜依赖进口的局面，抓住国产化浪潮的机遇。在绿色双碳领域，公司进入分离膜领域，投建高性能分离膜及元件 项目，期望构建资源循环利用的新业务体系。 【环球网财经综合报道】曾经叱咤风云的"胶片王"乐凯胶片7月9日公告称，已停产亏损严重的太阳能电池背板产品，标志着其曾寄予厚望的光伏业务走向 终结。这家老牌企业正再次谋求转型，将目光投向光电显示和绿色双碳新领域。 乐凯胶片的故事始于胶片，也曾因成功转型光伏而一度风光。2011年，面对传统影像材料市场的萎缩，乐凯胶片将目光投向快速发展的光伏 ...

江西沃格光电集团股份有限公司 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、准确性和完整性承担法律责任。 重要内容提示： ? 每股分配比例 A 股每股现金红利0.05元 证券代码：603773 证券简称：沃格光电 公告编号：2025-052 ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/7/15 | － | 2025/7/16 | 2025/7/16 | | ? 差异化分红送转： 是 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 23 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关 法律、法规及规范性文件的规定，上市公司回购的股份不享有股东大 ...

Investment Rating - The report maintains a "Buy" rating for BOE Technology Group Co., Ltd. (京东方 A) [5][7] Core Viewpoints - The company emphasizes that LCD will remain the mainstream display technology in the medium to long term, while the flexible OLED market is rapidly growing. The industry is transitioning from competition based on scale and market share to high-value-driven competition [2] - BOE is advancing its "N Curve" growth strategy, focusing on new business growth areas such as perovskite photovoltaic devices and glass-based packaging, which are expected to support future growth [3] - The company's profitability is expected to improve as it transitions its capital strategy towards value creation, with significant capital expenditures and depreciation peaks anticipated in 2025, leading to a more favorable environment for shareholder returns [4] Financial Projections - Revenue projections for 2025, 2026, and 2027 are estimated at CNY 215.996 billion, CNY 239.566 billion, and CNY 264.058 billion, respectively. Corresponding net profits are projected to be CNY 9.415 billion, CNY 13.410 billion, and CNY 15.513 billion [5][6] - The report indicates a significant recovery in net profit growth rates, with expected year-on-year increases of 76.9% in 2025 and 42.4% in 2026 [6] Financial Metrics - The report provides key financial metrics, including a projected P/E ratio of 15.9 for 2025 and a P/B ratio of 1.0, indicating a favorable valuation relative to earnings and book value [6][7] - The company's return on equity (ROE) is expected to improve from 6.6% in 2025 to 9.6% in 2027, reflecting enhanced profitability [6]

2025 年 7 月 7 日 【今日关注】 7 月 4 日创了短期的新高，温和放量，但是前期两个高点并未有效突破。 板块方面，10 几个板块收跌，总体还是强势。大盘收上影创新高，动 用的板块还是以金融类为主。从行为上看，资金当日试探性上攻意图 明显，但是月线偏离小周期均线，本周如何修复有待观察。形态方面， 上攻已经进入去年 10 月的量堆区间，有可能会出现宽幅震荡的走势。 板块轮动有一定的规律性，持续性上攻需要关注金融类板块。宏观利 好不断加码，落实还需要时间，新能源、算力等方向仍然是长期投资 机会。 短期建议观察为主，长上影，大周期偏离较远，如果是持续上攻有急 震的需求。长期来看，围绕国家政策扶持的相关产业还是主要投资方 向，投资者可借助短期的调整，寻找更合适的投资机会。 每日市场观察 【市场回顾】 市场概况：7 月 4 日，市场全天冲高回落，三大指数涨跌不一，沪指一 度涨超 1%逼近 3500 点。截至收盘，沪指涨 0.32%，深成指跌 0.25%， 创业板指跌 0.36%。 【资金面】 主力资金流向：7 月 4 日，上证净流入 147.02 亿元，深证净流入 1.76 亿元。行业板块方面，主力资金流入前 ...

2024年，光峰科技的主要财务数据如下：- 实现营业收入24.1857亿元人民币，其中汽车业务贡献营业收 入超过6亿元人民币；- 归属于上市公司股东的净利润为27,953,093.89元人民币，同比下降72.91%；- 扣 除非经常性损益后归属于上市公司股东的净利润为32,133,597.05元人民币，同比下降22.88%；- 经营活 动产生的现金流量净额为87,220,645.17元人民币，同比下降76.04%；- 基本每股收益为0.06元人民币， 同比下降73.91%；- 稀释每股收益为0.06元人民币，同比下降72.73%；- 加权平均净资产收益率为 1.01%，同比下降2.8个百分点；- 研发投入占营业收入的比例为10.24%，同比下降2.45个百分点；- 回购 股份金额为119,432,441.36元人民币，通过集中竞价方式回购并注销股份金额为108,917,776.63元人民 币；- 拟向全体股东每10股派发现金红利0.25元人民币（含税），共计派发现金红利11,420,998.83元人 民币（含税），占2024年归属于上市公司股东净利润的40.86%；- 现金分红和回购金额合计 130,853, ...

Group 1 - The core stock price of Aobi Zhongguang (688322) closed at 58.06 yuan, down 0.15% from the previous week [1] - The highest intraday price this week was 61.59 yuan on July 2, while the lowest was 56.74 yuan on July 3 [1] - The current total market capitalization of Aobi Zhongguang is 23.288 billion yuan, ranking 7th out of 93 in the optical and optoelectronic sector and 682nd out of 5149 in the A-share market [1] Group 2 - As of June 30, 2025, Aobi Zhongguang has repurchased a total of 403,622 shares, with a total expenditure of 20,027,085.97 yuan [1] - The share repurchase plan was first disclosed on April 9, 2025, with an implementation period of no more than three months, and an expected repurchase amount between 20 million and 40 million yuan [1] - The repurchased shares account for 0.10% of the total share capital, with the highest repurchase price being 53.50 yuan per share and the lowest being 41.63 yuan per share [1]

【导读】稳定币概念股异动拉升，电力股多股涨停 一起来看下上午的市场情况及资讯。 7月4日，A股市场盘中走高，三大指数全线翻红。截至午间收盘，沪指涨0.41%，深成指涨0.05%，创业板指涨0.18%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3475.24 | 10540.00 | 1426.61 | | +14.09 +0.41% | +5.42 +0.05% | -15.56 -1.08% | | 科创50 | 创业板指 | 万得全A | | 984.02 | 2168.03 | 5345.71 | | -0.93 -0.09% | +3.95 +0.18% | +5.57 +0.10% | 从板块来看，稳定币概念股异动拉升，电力、银行、软件等板块涨幅居前，而化工、贵金属、锂电等板块震荡调整。 稳定币概念股再度走强，国泰君安国际涨幅一度扩大至22%。截至发稿，该股报4.52港元/股，总市值为430亿港元。 今年以来，国泰君安国际累计大涨320%。 消息面上，国泰君安国际此前宣布获得虚拟资产牌照，机构看好其增量市场空间打开。 | | | Wind热门概念指数 ...

Group 1 - The opening of the Shenzhen-Zhongshan Corridor has accelerated the integration of Shenzhen and Zhongshan, with over 29 million vehicle trips recorded in the first year, averaging 86,000 trips per day [1] - The "Shenzhen-Zhongshan Office" has expanded its services to 735 items, facilitating cross-city food business license recognition, marking a national first [1] - Zhongshan has launched a "2+8" industrial plan, focusing on high-tech zones and economic development areas to support the development of a modern industrial system [1] Group 2 - The 2025 Guangdong International Overseas Chinese Innovation and Entrepreneurship Competition has been launched, focusing on artificial intelligence and robotics, with strong support from various industry associations [2] - The competition has attracted over 1,920 projects from more than 50 countries, with over 90% of entries in cutting-edge fields, generating an intended investment of over 250 million yuan [2] - Zhongshan has introduced a multilingual investment platform to attract global investors, integrating various investment services into a single application [2] Group 3 - Several significant platforms were unveiled at the conference, including the Guangdong Zhongshan Cultural Tourism Group, which aims to integrate media, culture, tourism, education, and sports industries [3] - The Zhongshan Cultural Tourism Group plans to leverage rural revitalization strategies to develop rural tourism and educational projects, contributing to local economic growth [3]

奥瑞德(600666)今日下跌8.61%，全天换手率21.51%，成交额17.74亿元，振幅12.62%。龙虎榜数据显 示，营业部席位合计净买入7861.88万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-9.00%上榜，营业部席位合计净买入7861.88万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.50亿元，其中，买入成交额为2.14亿 元，卖出成交额为1.35亿元，合计净买入7861.88万元。 具体来看，今日上榜营业部中，第一大买入营业部为高盛(中国)证券有限责任公司上海浦东新区世纪大 道证券营业部，买入金额为5792.84万元，第一大卖出营业部为东亚前海证券有限责任公司苏州分公 司，卖出金额为4880.10万元。 资金流向方面，今日该股主力资金净流出1.45亿元，其中，特大单净流出1.33亿元，大单资金净流出 1226.97万元。近5日主力资金净流出3867.27万元。 4月26日公司发布的一季报数据显示，一季度公司共实现营业收入9838.38万元，同比增长12.74%，实现 净利润-833.20万元。（数据宝） 奥瑞德7月1日交易公开信息 | 买/ | 会员营业部名称 | ...