差友们可能不知道，为了更好地带大家了解咱们中国制造的现状，今年我们和供应链打了很多交道。 上半年去参观了维信诺的工厂，前两月又去看了瑞声科技的技术峰会，而这个月又到蓝思科技的湘潭工厂逛了一圈，收获真的非常多。 不卖关子，先说结论： 如今中国供应链的发展已经远超我们的认知。 供应商们早就不是过去那种干组装代工赚辛苦钱的角色，他们也在干一些创新研发的工作，甚至很多手机和汽车的功能创新，最终都要依托于他们来完 成。 大家都说现在的手机和汽车卷，但其实上游供应链比他们卷得还狠，甚至原本一些属于终端厂商干的事儿，供应商也能干。 那么结合托尼打听到的这些新情况，今天这篇文章咱们就来好好聊聊，如今的供应链都能给你整出什么狠活儿。 手机厂商现在宣传的插帧、超分游戏芯片大家应该都不陌生吧？ 可如果我说这些芯片有的压根儿不是厂商自己整的，而是来自于我们的供应链，是不是有点意想不到？ 没错儿，不管厂商怎么给自己的游戏芯片起名字，它大概率都来自逐点（ Pixelworks ）半导体。 它本身是一家在上海有分公司的美国公司，做影视芯片方案，后来因为顺应了中国手机厂商插分超帧画质芯片的需求，此消彼长，都快把逐点从美国公司 变成根正苗红的 ...

1月5日，兴瑞科技涨0.72%，成交额1.49亿元。两融数据显示，当日兴瑞科技获融资买入额2435.12万 元，融资偿还1683.57万元，融资净买入751.55万元。截至1月5日，兴瑞科技融资融券余额合计3.33亿 元。 分红方面，兴瑞科技A股上市后累计派现4.95亿元。近三年，累计派现2.98亿元。 机构持仓方面，截止2025年9月30日，兴瑞科技十大流通股东中，香港中央结算有限公司位居第十大流 通股东，持股391.28万股，为新进股东。 责任编辑：小浪快报 融资方面，兴瑞科技当日融资买入2435.12万元。当前融资余额3.33亿元，占流通市值的4.70%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，兴瑞科技1月5日融券偿还7700.00股，融券卖出100.00股，按当日收盘价计算，卖出金额 2377.00元；融券余量5940.00股，融券余额14.12万元，超过近一年90%分位水平，处于高位。 资料显示，宁波兴瑞电子科技股份有限公司位于浙江省慈溪市高新技术产业开发区开源路669号，成立 日期2001年12月27日，上市日期2018年9月26日，公司主营业务涉及以模具技术为核心,通过与客户同 ...

格隆汇1月5日丨硕贝德(300322.SZ)在投资者互动平台表示，公司为北美客户提供的智能穿戴天线及部 分零部件已批量出货。 ...

1月5日，和林微纳涨5.02%，截至发稿，报54.36元/股，成交1.03亿元，换手率1.27%，总市值82.57亿 元。 截至发稿，夏浩洋累计任职时间4年232天，现任基金资产总规模152.23亿元，任职期间最佳基金回报 84.99%， 任职期间最差基金回报-28.15%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，广发基金旗下1只基金重仓和林微纳。广发中证2000ETF（560220）三季度持有股数8328 股，占基金净值比例为0.65%，位居第四大重仓股。根据测算，今日浮盈赚取约2.17万元。 广发中证2000ETF（560220）成立日期2023年9月8日，最新规模6632.94万。今年以来收益40.27%，同 类排名1066/4189；近一年收益40.27%，同类排名1066/4189；成立以来收益49.51%。 广发中证2000ETF（560220）基金经理为夏浩洋。 资料显示，苏州和林微纳科技股份有限公司位于江苏省苏州市高 ...

受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们！ 2025年12月31日晚间，得润电子（维权）发布关于公司及相关当事人收到《行政处罚事先告知书》的公 告。公告显示：深圳市得润电子股份有限公司及实际控制人之一邱建民先生于2024年12月25日分别收到 中国证券监督管理委员会下发的《立案告知书》（编号：证监立案字007202444号、编号：证监立案字 007202445号），2025年12月31日，公司及相关当事人收到中国证券监督管理委员会深圳监管局出具的 《行政处罚事先告知书》（〔2025〕25号）。 根据深圳证监局下达的行政处罚事先告知书显示，得润电子涉及的主要违规为：一是2020年至2021年， 因得润电子主要客户等经营困难，无法偿还欠款，致使公司现金流紧张，得润电子实际控制人、时任董 事长、总裁邱建民通过自有资金、对外借款等方式，向得润电子客户、原子公司、设备供应商等提供资 金支持，用于前述主体向得润电子归还历史欠款。邱建民未向得润电子报告上 ...

Core Viewpoint - Derun Electronics has been penalized for financial fraud, leading to a significant fine and a change in stock status to "ST Derun" due to serious violations of information disclosure regulations [2][5][12]. Group 1: Financial Fraud Details - The financial fraud orchestrated by the actual controller, Qiu Jianmin, involved fabricating over 500 million yuan in receivables, resulting in a total fine of 22.5 million yuan [5][12]. - From 2020 to 2021, due to cash flow issues caused by major clients' operational difficulties, Qiu Jianmin implemented unconventional methods to create fictitious receivables of 395 million yuan and 113 million yuan, respectively [9][10]. - In 2022, the fraudulent activities became more complex, with the company fabricating receivables of 26.83 million yuan in its semi-annual report [10]. Group 2: Regulatory Actions and Penalties - The Shenzhen Securities Regulatory Commission issued a warning and imposed a fine of 7 million yuan on Derun Electronics, while Qiu Jianmin received a total fine of 12 million yuan and a five-year market ban [12][13]. - The company will face a one-day trading suspension on January 5, 2026, and will resume trading on January 6, 2026, under the new stock name "ST Derun" with a trading limit of 5% [5][14]. Group 3: Company Performance and Challenges - Derun Electronics reported a net loss of 1.225 billion yuan in 2024, marking a decline of over 500% year-on-year, primarily due to losing control over a significant subsidiary, Meta [15][18]. - In the first three quarters of 2025, the company experienced a revenue decline of 15.7% to 3.267 billion yuan, but net profit improved by 157.68% to 72.53 million yuan [18]. - The company's controlling shareholder, Shenzhen Desheng Asset Management Co., has seen its shareholding drop to 5.68% due to ongoing judicial auctions, raising concerns about potential changes in control [18]. Group 4: Market Position and Future Outlook - As of December 31, 2025, Derun Electronics' stock closed at 6.74 yuan per share, with a total market capitalization of 4.074 billion yuan [19]. - The company has indicated that it will apply to lift the risk warning after 12 months following the administrative penalty decision, emphasizing that the situation does not trigger mandatory delisting [14].

Core Viewpoint - Due to multiple instances of false reporting in financial statements, Derun Electronics (002055) will be designated as ST, and the company along with several executives will face fines exceeding 20 million yuan [2][5]. Group 1: Regulatory Actions - On December 31, 2025, Derun Electronics announced that it and related parties received an administrative penalty notice from the Shenzhen Securities Regulatory Bureau [2]. - The notice identified false disclosures in the 2020 annual report, 2021 annual report, and 2022 semi-annual report, leading to a risk warning on the company's stock [2]. - The stock will be suspended for one day starting January 5, 2026, and will resume trading on January 6, 2026, under the name "ST Derun," with a trading limit of 5% [2]. Group 2: Financial Misconduct Details - From 2020 to 2021, due to difficulties faced by major clients, Derun Electronics experienced cash flow issues, prompting the actual controller, Qiu Jianmin, to provide financial support to clients without reporting the source of funds [5]. - This led to the company falsely reporting receivables of 394.58 million yuan in 2020 and 112.96 million yuan in 2021, while underreporting credit impairment losses by 371.15 million yuan and 66.39 million yuan respectively [5][6]. - In June 2022, Qiu Jianmin directed a subsidiary to indirectly provide funds to a joint venture for repaying financial support, resulting in a false report of receivables of 26.84 million yuan for the first half of 2022 [6]. Group 3: Penalties and Company Performance - The Shenzhen Securities Regulatory Bureau proposed a warning and a fine of 7 million yuan for Derun Electronics, with Qiu Jianmin facing a total fine of 12 million yuan [7]. - Other executives, Qiu Yang and Rao Qi, will face fines of 200,000 yuan and 150,000 yuan respectively [7]. - Derun Electronics has reported continuous losses over six years from 2019 to 2024, with a cumulative loss exceeding 3 billion yuan, and revenue has declined for two consecutive years [7].

Group 1 - The core point of the article is that DeRun Electronics (002055.SZ) has received an administrative penalty notice from the Shenzhen Regulatory Bureau of the China Securities Regulatory Commission, indicating that the company’s annual reports for 2020, 2021, and semi-annual report for 2022 contain false records [1] - As a result of the findings, the company's stock will be subject to additional risk warnings, with the stock name changing from "DeRun Electronics" to "ST DeRun" [1] - The trading limit for the stock will be set at 5% [1] Group 2 - The company's stock will be suspended for one day starting from January 5, 2026, and will resume trading on January 6, 2026 [1]

南财智讯12月30日电，统联精密公告，公司拟将"湖南长沙MIM产品（电子产品零部件）生产基地建设 项目"及"泛海研发中心建设项目"达到预定可使用状态日期延长至2026年06月30日。上述项目计划投资 总额分别为6.46亿元和1.02亿元，资金来源为首次公开发行股票募集资金，用途分别为生产基地建设和 研发中心建设。延期原因为部分客户新增业务需求将于明年上半年释放，公司需匹配产能，且部分建筑 工程和设备尾款尚未结算。本次延期未改变项目投资用途、投资总额和实施主体，不构成实质性影响， 不会损害股东利益，符合募集资金管理相关规定，对公司正常经营和整体募资安排无不利影响。 ...

鑫元国证2000指数增强A（018579）基金经理为刘宇涛。 截至发稿，刘宇涛累计任职时间3年103天，现任基金资产总规模15.52亿元，任职期间最佳基金回报 38.23%， 任职期间最差基金回报-12.18%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 12月30日，南极光跌1.01%，截至发稿，报29.45元/股，成交4261.87万元，换手率0.91%，总市值65.57 亿元。南极光股价已经连续6天下跌，区间累计跌幅10.79%。 资料显示，深圳市南极光电子科技股份有限公司位于广东省深圳市宝安区松岗街道芙蓉路5号，成立日 期2009年1月4日，上市日期2021年2月3日，公司主营业务涉及以背光显示模组为核心的手机零部件的研 发、生产和销售。主营业务收入构成为：背光显示模组产品99.18%，其他(补充)0.82%。 从基金十大重仓股角度 数据显示，鑫元基金旗下1只基金重仓南极光。鑫元国证2000指数增强A（018579）三季度持有股数5.92 ...