久量股份拟变更公司名称！ 7月5日，广东久量股份有限公司（股票简称：久量股份股票代码：300808）发布《关于拟变更公司名称、注册地址并修订<公司章程>的公告》。 久量股份称，其于2025年7月4日召开了第三届董事会第三十次会议、第三届监事会第二十七次会议，审议通过《关于拟变更公司名称、注册地址并修订< 公司章程>的议案》《关于取消监事会的议案》。久量股份拟对公司名称、注册地址进行变更，并根据最新法律法规的要求对《公司章程》中的相关内容 进行修订。 公告显示，久量股份拟将公司名称由"广东久量股份有限公司"变更为"湖北久量股份有限公司"，英文名称拟将由"Guangdong DP Co.,Ltd."变更为"Hubei DP Co.,Ltd."。公司名称变化后，证券简称"久量股份"、证券代码"300808"保持不变。 久量股份表示，本公司法律主体未发生变化。公司名称变更前以"广东久量股份有限公司"名义开展的合作继续有效，签署的合同不受名称变更的影响，仍 将按约定的内容履行。 为什么要变更公司注册地址及名称？对此，久量股份表示，为满足公司发展需求，结合公司实际经营情况，公司拟将注册地址由"广州市白云区广州民营 科技园 ...

证券代码：301002 证券简称：崧盛股份 深圳市崧盛电子股份有限公司 投资者关系活动记录表 编号 2025-006 公司专注从事 LED 照明驱动电源近 15 年，目前已发展成为国内具备规模化 制造能力、数字化运营能力及全球供应能力的领先 LED 照明驱动电源生产 商，为响应"中国制造 2025"政策导向，抓住机器人、航空航天等先进制 造行业高速发展窗口期，在此背景下，公司与重庆精刚传动科技有限公司 共同出资设立深圳市崧盛机器人传动科技有限公司，其中公司以货币资金 出资人民币 550 万元，占注册资本的 55%，重庆精刚传动以货币资金出资 人民币 450 万元，占注册资本的 45%。 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 | | | 国泰君安、华夏基金、宏道投资、深圳天际线投资、世诚投资、前海人寿、 | | 参与单位名 | 煜德投资、建信基金、东方基金、上海德汇集团有限公司、杭州巨子、盈 | | 称 | 峰资本、鹏扬基金、中金公司、申万宏源 ...

Core Viewpoint - The major shareholder, Chen Songhui, has made significant progress in increasing his stake in Guangdong Sanxiong Aurora Lighting Co., Ltd, having already acquired 1,537,600 shares, which is 0.5505% of the total share capital, as part of a planned increase of at least 1,398,000 shares [2][3]. Group 1: Shareholder's Increase Plan - Chen Songhui plans to increase his holdings by a minimum of 1,398,000 shares and a maximum of 2,793,310 shares within a six-month period starting from April 8, 2025 [2][3]. - The increase is based on confidence in the company's future development and investment value, with no set price range for the purchases [2][3]. Group 2: Progress of the Increase Plan - As of the date of the announcement, Chen Songhui has already met the minimum target of the increase plan, having spent approximately RMB 16.6068 million (including transaction fees) [2][3]. - Prior to the increase, Chen held 24,540,417 shares (8.7854% of total share capital), and after the increase, he holds 26,078,017 shares (9.3359% of total share capital) [3]. Group 3: Compliance and Future Considerations - The company assures that the increase plan will not lead to changes in the controlling shareholder or actual controller [5]. - Chen Songhui will consider further increases based on market conditions and will comply with legal disclosure obligations [3][4].

Core Viewpoint - The ongoing trademark infringement dispute between Huizhou NVC Lighting Technology Co., Ltd. and Shandong NVC Lighting Development Co., Ltd. has gained significant attention, with the Supreme People's Court and other authorities confirming that Shandong Development's unauthorized use of Huizhou NVC's registered trademark constitutes trademark infringement [1][4]. Group 1: Trademark Infringement Details - The Supreme People's Court confirmed the validity of the termination agreement between Huizhou NVC and Shandong Development, which ended all cooperation and trademark authorization as of June 15, 2015 [2][3]. - Despite the termination of trademark rights, the court ruled that the agreement did not explicitly terminate Shandong Development's use of the "NVC" name, leading to a rejection of Huizhou NVC's request to change the company name [3]. - The court emphasized that Shandong Development must not use the "NVC" name in a way that could confuse consumers, particularly in contexts beyond the company name [3]. Group 2: Legal Actions and Consequences - The Tianjin People's Court ruled that Shandong Development's use of the "NVC" name in a manner that could confuse consumers constitutes trademark infringement, requiring them to cease production and sales of infringing products [4]. - Huizhou NVC has issued a lawyer's letter demanding that Shandong Development stop unauthorized use of its registered trademark, threatening criminal liability for continued infringement [5]. - The State Administration for Market Regulation initiated a comprehensive investigation into the trademark infringement case, confirming that Shandong Development's authorization to use the trademark had been terminated since August 31, 2015 [6].

3.9%，这是今年一季度我国汽车制造业的利润率，和汽车行业这两年的喧嚣热闹形成鲜 明对比，也与公众对汽车行业"多金""高大上"的传统印象相悖。 汽车年度产销量再创历史新高，车企老总每周上热搜，爆款车型刷屏朋友圈，却掩盖不了 行业整体利润微薄的现实。中国汽车工业协会5月底发文直指问题症结：以无序"价格战"为主 要表现形式的"内卷式"竞争，是行业效益下降的重要因素。 是的，市场苦内卷久矣！不只汽车，近年来光伏、锂电池、快递等多个行业也饱受"内卷 式"竞争困扰。 这已经引发了上上下下的高度关注。2024年7月，中央政治局会议提出，强化行业自律， 防止"内卷式"恶性竞争；2024年12月，中央经济工作会议提出，综合整治"内卷式"竞争，规 范地方政府和企业行为。 行业、企业也积极行动，2024年下半年以来，水泥、光伏、汽车、快递等多个行业先后 掀起反内卷浪潮。 "国内LED照明行业很卷啊，对手以超低价策略占领市场，让我们这些主攻中高端市场的 厂家受到巨大冲击。"今年3月，宁波一LED照明制造企业负责人向本刊记者吐槽，"不降价丢 了市场，但降价又没利润，现在国内LED照明市场劣币驱逐良币的情况很严重。" 北京大学经济学院 ...

波动中布局成长确定性，出口链叙事逻辑渐明 [Table_Industry] 轻工制造 [Table_ReportDate] 2025 年 7 月 6 日 | 轻工制造 | [Table_StockAndRank] | | --- | --- | | 投资评级 | 看好 | | 上次评级 | 看好 | 姜文镪 新消费行业首席分析师 执业编号：S1500524120004 邮箱：jiangwenqiang@cindasc.com [Table_Title] 波动中布局成长确定性，出口链叙事逻辑渐 明 [Table_ReportDate] 2025 年 07 月 06 日 本期内容提要: [造纸：木片收购价上移，浆纸全线企稳；仙鹤发力竹浆，成长逻辑延续。 Table_Summary] 根据 Fastmarkets，南美漂阔浆评估价格依旧维持在 500-510 美元/吨，尽 管部分买家持续压价，但浆厂挺市态度强硬；部分浆纸企业阔叶木片收购 价自 6 月中下旬已涨 90 元/绝干吨，制浆成本持续提升。我们认为当前海 外浆价已逼近国内浆厂成本线，Q3 价格有望触底回暖。纸价方面，本周各 个纸种价格全线启稳，其中包装纸规模 ...

2025年，LED照明圈，谁能登陆北交所？ 近期，冲刺北交所的LED照企，接连迎来新进展。包括通宝光电进入问询阶段、耀泰股份IPO申请已获受理、华来科技IPO申请已获受理。此外，旭宇光 电、杭科光电、镁锦股份、红壹佰、嘉利股份等LED照企均处在上市辅导阶段。本期，关注！ 华来科技 IPO申请已获受理 另据华来科技此前公告，其于6月25日收到天津证监局出具的《关于对国投证监股份有限公司辅导工作的验收工作完成函》，华来科技在国投证劵的辅导 下已经通过天津证监局的辅导验收，并于6月26日向北交所报送了向不特定合格投者公开发行股票并上市的申报材料，公司股票自6月27日起停牌。 华来科技成立于2009年，是一家以光学/图像处理、设备协同控制、IoT和AI四大核心技术能力为依托，以满足终端用户"家庭视觉"需求为核心的智能家居 整体解决方案提供商，专注于智能视觉、智能感知与控制、智能照明三大业务领域，其照明产品包括泛光灯、小夜灯、智能灯带、灯泡等。 据《招股书》显示，华来科技的营业收入主要来源于海外市场，且以美国市场为主。2024年，华来科技境外销售收入占其当期营业收入的比例为 71.72%，其中来自美国的销售收入占比为6 ...

Core Points - Guangdong Jiuliang Co., Ltd. is proposing amendments to its articles of association, primarily changing references from "shareholders' meeting" to "shareholders' assembly" [1][2] - The amendments include non-substantive changes such as adjustments to clause numbers and punctuation, which are not listed individually [1] - The company aims to protect the legal rights of shareholders, employees, and creditors while ensuring compliance with relevant laws and regulations [1][2] Summary by Sections - **Article Amendments**: The articles of association will be revised to reflect the change from "shareholders' meeting" to "shareholders' assembly" without detailing each specific change due to the volume of affected clauses [1] - **Company Establishment**: The company is established as a joint-stock company in accordance with the Company Law and other relevant regulations, transitioning from a limited liability company [1][2] - **Company Name and Location**: The registered name will change from Guangdong Jiuliang Co., Ltd. to Hubei Jiuliang Co., Ltd., with the registered address updated accordingly [1][2] - **Legal Representative**: The chairman of the board will serve as the legal representative, with provisions for appointing a new representative within thirty days if the current one resigns [1][2] - **Shareholder Responsibilities**: Shareholders are liable for the company's debts only to the extent of their subscribed shares, while the company is responsible for its debts with all its assets [2] - **Capital Increase Methods**: The company may increase capital through various methods, including public and private offerings, as decided by the shareholders' assembly [2][3] - **Share Buyback Conditions**: The company can repurchase its shares under specific conditions, such as capital reduction or dissenting shareholder requests, with limitations on the total number of shares repurchased [2][3] - **Shareholder Rights**: Shareholders have rights to dividends, participation in meetings, and access to company documents, with provisions for legal recourse if their rights are violated [2][3] - **Board and Shareholder Meeting Procedures**: The articles outline the procedures for convening board and shareholder meetings, including voting requirements and the ability to challenge decisions in court if they violate laws or regulations [2][3]

证券代码：002724 证券简称：海洋王 公告编号：2025-055 销售。工业控制计算机及系统制造；计算机软硬件及外围设备制造；工业控制计 算机及系统销售；计算机软硬件及辅助设备零售。安防设备销售。仪器仪表制造； 仪器仪表销售；体育竞赛组织；人工智能行业应用系统集成服务；储能技术服务； 电池销售；电池制造。照明器具制造；安防设备制造；电气设备修理；信息系统 集成服务；泵及真空设备销售；泵及真空设备制造；卫星移动通信终端制造；卫 星移动通信终端销售；工业自动控制系统装置制造；工业自动控制系统装置销售； 智能机器人销售；智能机器人的研发；工业机器人制造；工业机器人销售；特殊 作业机器人制造；工业机器人安装、维修；智能无人飞行器制造；智能无人飞行 器销售；发电机及发电机组销售；发电机及发电机组制造；智能仓储装备销售； 仓储设备租赁服务；水下系统和作业装备制造；环境应急检测仪器仪表制造；环 境应急检测仪器仪表销售；特种设备销售；紧急救援服务；智能输配电及控制设 备销售；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；物 联网设备销售；物联网设备制造；机械电气设备销售；特种劳动防护用品生产； 特种劳动防护 ...

Core Viewpoint - The election of the chairman at Sanxiong Aurora Lighting Co., Ltd. has sparked controversy due to differing opinions among board members, reflecting underlying management issues and a significant decline in the company's financial performance in 2024 [2][3][4]. Company Overview - Sanxiong Aurora primarily engages in the research, production, and sales of semiconductor lighting products and related control systems, serving various sectors including commercial, office, industrial, and residential lighting [6]. Chairman Election Controversy - The election featured two candidates: Zhang Yutao, the current chairman, and Zhang Xianqing, the current vice president. Zhang Yutao received 7 votes in favor and 2 against, while Zhang Xianqing's proposal garnered 2 votes in favor, 4 against, and 3 abstentions [3][4]. - Zhang Xianqing criticized Zhang Yutao's management as "chaotic" and claimed it led to declining revenues and profits, with the company experiencing a loss in the first quarter of 2024 [3][4]. Financial Performance - In 2024, Sanxiong Aurora reported a revenue of 2.078 billion yuan, a year-on-year decrease of 11.64%, and a net profit of 48.09 million yuan, down 76.53% [6][7]. - The company experienced a loss of 13.27 million yuan in the fourth quarter of 2024 [6]. Industry Context - The overall demand in the lighting market, both domestically and internationally, has not met expectations, leading to a decline in sales [7]. - The Chinese semiconductor lighting industry is projected to see a market value of approximately 514.2 billion yuan in 2024, reflecting a year-on-year decline of 7.6% [7]. Industry Challenges - The lighting industry is characterized by low concentration, with the largest market share held by a single company being less than 5%. Sanxiong Aurora anticipates that the pressure on companies will remain high, and an increase in industry concentration is expected as smaller firms face greater survival challenges [8]. - The company has undergone significant internal reforms aimed at improving operational efficiency, although it acknowledges that there is still considerable room for improvement compared to industry leaders [8].