经营范围含电池销售；电池零配件销售；电气设备销售；先进电力电子装置销售；智能输配电及控制设 备销售；蓄电池租赁；电力电子元器件销售；电容器及其配套设备销售；配电开关控制设备销售；集成 电路芯片及产品销售；机械电气设备销售；光伏设备及元器件销售；光伏发电设备租赁；新能源汽车换 电设施销售；新能源汽车电附件销售；电子专用材料销售；储能技术服务；太阳能热利用装备销售；太 阳能热利用产品销售；太阳能热发电产品销售；太阳能发电技术服务；工程管理服务；新兴能源技术研 发；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；新材料技术研发。（除依法须 经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：发电业务、输电业务、供（配）电业 务；建设工程施工；建设工程设计。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具 体经营项目以相关部门批准文件或许可证件为准） 企业名称昆明凌伟储能有限公司法定代表人杨凤英注册资本1000万人民币国标行业制造业>电气机械和 器材制造业>其他电气机械及器材制造地址磨憨-磨丁合作区五华产业园南坡片区建设项目3号楼(标准厂 房)1楼102企业类型有限责任公司（法人独资）营业 ...

南都讯 记者张小玲 龙华区最新公布的《2025年龙华区经济运行情况》显示，该区2025年地区生产总值 (GDP)成功突破3300亿元大关，达3311.13亿元，同比增长6.1%。其中，全区科技创新硬实力持续跃升， 研发投入强度再创新高，提升至4.38%；规模以上工业总产值成功突破7200亿元，五年间跨过两个千亿 级台阶；社会消费品零售总额超1400亿元，消费活力充分释放。这份沉甸甸的经济"年报"清晰彰显，依 靠创新驱动引领、夯实工业发展根基、紧抓投资与消费两大核心引擎，龙华区高质量发展迈出坚实步 伐，发展质效持续提升，实现了GDP增速在全市成为"优等生"的喜人局面。 与此同时，全区科技创新实力持续增强，全社会研发(R&D)经费超138亿元，同比增长10.5%，创新投入 的持续加大为制造业转型升级提供了有力支撑。 规上工业总产值突破7200亿元 五年跨过两个千亿级台阶 夯实工业基本盘、优化产业结构，是龙华区GDP实现6.1%增长的核心支撑，该区始终坚持工业立区、 制造强区。2025年，龙华区工业经济稳步攀升，全区工业增加值同比增长6.4%，规模以上工业总产值 成功突破7200亿元，五年间顺利跨过两个千亿级台阶， ...

Core Viewpoint - Longhua District's GDP reached 331.11 billion yuan in 2025, marking a 6.1% year-on-year growth, driven by innovation, industrial development, and strong investment and consumption [2][3]. Economic Performance - The GDP of Longhua District in 2025 was 331.11 billion yuan, with a year-on-year growth of 6.1% [3]. - The industrial output value exceeded 720 billion yuan, crossing two hundred billion thresholds in five years [6]. - The total retail sales of consumer goods surpassed 140 billion yuan, indicating robust consumption vitality [8]. Innovation and R&D - R&D intensity reached a new high of 4.38%, with over 90% of R&D funding coming from enterprises [3][4]. - R&D funding from research institutions increased by 10% year-on-year, enhancing innovation support capabilities [3]. Industrial Development - The second industry added value was 1,607.15 billion yuan, growing by 5.7%, while the third industry added value was 1,703.54 billion yuan, growing by 6.5% [3]. - Key emerging industries such as new energy, high-end medical devices, and semiconductors showed significant growth, with respective increases of 12.6%, 20.8%, and 9.0% [4]. Manufacturing Sector - The industrial added value grew by 6.4%, with the total industrial output value surpassing 720 billion yuan [6]. - High-tech manufacturing sectors like robotics and smart sensors saw substantial growth, with increases of 23.6% and 9.2% respectively [5]. Service Sector - The third industry added value grew by 6.5%, outpacing GDP growth, with significant contributions from information technology and business services [7]. - Retail and accommodation services experienced notable growth, with retail value increasing by 7.1% and accommodation services by 15.8% [7]. Investment and Consumption - Infrastructure investment grew by 25.6%, while industrial technological transformation investment surged by 45.9% [8]. - Online retail sales increased by 15%, reflecting a shift in consumer demand towards quality and variety [8].

Core Viewpoint - The article discusses the final trading day of several convertible bonds, highlighting significant potential losses for investors if they do not act promptly to convert or trade their bonds. Group 1: 嘉美转债 (Jia Mei Convertible Bond) - On February 2, Jia Mei Packaging (002969) resumed trading after a week of suspension, marking the last trading day for Jia Mei Convertible Bond [2] - As of the morning close on February 2, the market price of Jia Mei Convertible Bond was 510.47 yuan, indicating a potential loss of 80.24% if investors do not act in time [6] - The bond will be forcibly redeemed at a price of 100.893 yuan per bond after the market closes on February 2, with the last conversion day being February 5 [5] Group 2: 富淼转债 (Fu Miao Convertible Bond) - Fu Miao Technology's convertible bond also faced its last trading day on February 2, with a market price of 156.04 yuan, suggesting a potential loss of 35.77% for investors who do not act [8] - The bond will be forcibly redeemed at a price of 100.2178 yuan per bond, which includes accrued interest, after the last conversion day on February 5 [7] Group 3: 崧盛转债 (Song Sheng Convertible Bond) - Song Sheng Co., Ltd.'s convertible bond had its last trading day on February 2, with a market price of 162.47 yuan, indicating a potential loss of 38.12% for investors who do not act [14] - The bond will be forcibly redeemed at a price of 100.54 yuan per bond after the last conversion day on February 5 [14]

Group 1 - The State Intellectual Property Office of China has granted Zhuhai Gree Electric Appliances Inc. a patent for a "refrigerant system control method, device, refrigeration equipment, and storage medium," with authorization announcement number CN121163125B, and the application date is November 2025 [1] - Zhuhai Gree Electric Appliances Inc., established in 1989 and located in Zhuhai, primarily engages in the manufacturing of electrical machinery and equipment, with a registered capital of 6,015.73 million RMB [1] - The company has invested in 98 enterprises, participated in 5,000 bidding projects, and holds 5,000 trademark and patent information records, along with 908 administrative licenses [1] Group 2 - Zhuhai Lianyun Technology Co., Ltd., founded in 2018 and also based in Zhuhai, focuses on software and information technology services, with a registered capital of 50 million RMB [1] - The company has participated in 9 bidding projects and holds 4,617 patent information records, in addition to 14 administrative licenses [1]

Economic Overview - In 2025, Guangdong's GDP reached 145,846.76 billion yuan, growing by 3.9% year-on-year at constant prices, with the primary industry increasing by 4.5%, the secondary industry by 2.4%, and the tertiary industry by 4.7% [2] Agriculture - The total output value of agriculture, forestry, animal husbandry, and fishery increased by 4.9%, with grain production reaching 13.188 million tons, a 0.4% increase, and grain yield per mu at 393.3 kg, up by 0.5% [3] Industry - The industrial added value for large-scale enterprises grew by 3.0%, with manufacturing increasing by 3.2% and significant growth in sectors like automotive manufacturing at 10.1% and high-tech manufacturing at 6.2% [4] Services - The service sector's added value rose by 4.7%, with financial services and other services growing by 7.7% and 6.2%, respectively. The revenue from major service industries also showed strong growth, particularly in internet services at 12.2% [5] Market Sales - Retail sales of consumer goods increased by 2.8%, with urban retail sales growing by 3.1% and rural sales by 0.7%. Notably, sales of upgraded consumer goods surged, with sports and entertainment goods rising by 28.6% [6] Investment - Fixed asset investment decreased by 17.3%, but investment in equipment and tools rose by 3.7%. Infrastructure investments in water and air transport grew by 5.2% and 12.7%, respectively [7] Consumer Prices - The Consumer Price Index (CPI) fell by 0.2%, while the core CPI, excluding food and energy, increased by 0.4%, indicating a slight inflationary trend [8] Income - Per capita disposable income reached 53,669 yuan, a nominal increase of 4.3%, with rural residents seeing a higher growth rate of 5.4% compared to urban residents [10] Population - The resident population in Guangdong grew to 128.59 million, with an urbanization rate of 76.58%, reflecting ongoing demographic changes [11]

国家知识产权局信息显示，珠海格力电器股份有限公司、珠海联云科技有限公司取得一项名为"基于参 数流转拓扑的服务优化调整方法及装置"的专利，授权公告号CN119561836B，申请日期为2024年11月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 天眼查资料显示，珠海格力电器股份有限公司，成立于1989年，位于珠海市，是一家以从事电气机械和 器材制造业为主的企业。企业注册资本601573.0878万人民币。通过天眼查大数据分析，珠海格力电器 股份有限公司共对外投资了98家企业，参与招投标项目5000次，财产线索方面有商标信息5000条，专利 信息5000条，此外企业还拥有行政许可908个。 珠海联云科技有限公司，成立于2018年，位于珠海市，是一家以从事软件和信息技术服务业为主的企 业。企业注册资本5000万人民币。通过天眼查大数据分析，珠海联云科技有限公司参与招投标项目9 次，专利信息4617条，此外企业还拥有行政许可14个。 ...

2026.01. 28 本文字数：2709，阅读时长大约4.5分钟 作者 | 第一财经 周楠 当前正值上市公司年报预告披露期，不同于以往的绩优股抢先发布业绩，今年财报季里，一批亏损公司正在 密集"交卷"。 1 月 26 日 晚 间 ， 百 余 家 A 股 公 司 披 露 了 2025 年 业 绩 预 告 ， 多 家 亏 损 公 司 在 列 。 其 中 ， 大 禹 生 物 （920970.BJ）、ST英飞拓（002528.SZ）等续亏；二六三（002467.SZ）、恒基达鑫（002492.SZ）等首 亏。 另据Wind统计，截至1月26日，共计1165家A股公司已披露2025年业绩预告，业绩下滑的有709家，占比约 六成，当期预计亏损的有500多家。从行业来看，预亏幅度较大的企业扎堆房地产、建筑行业，涉及华夏幸 福（600340.SH）、绿地控股（600606.SH）等。华夏幸福预计去年亏损160亿元至240亿元，暂时成为"亏 损王"。 一些业绩"滑坡"的公司，遭遇投资者"用脚投票"。至纯科技（603690.SH）预计去年亏损3亿元至4.5亿元， 或出现上市以来的首次归母净利润亏损，消息披露后公司股票一度跌停。 ...

Macro and Strategy - The report highlights the growth of "fixed income+" funds, with a total of 2,091 funds accounting for 15.4% of the entire fund market as of Q4 2025, with 85 new funds launched in Q4 alone, a significant increase from the previous year [7] - The total assets and net assets of these funds reached 32,023 billion and 28,442 billion respectively, showing a substantial increase from the previous quarter [7] - The average leverage ratio for these funds increased to 1.13, indicating a slight rise in risk appetite among investors [7] Chemical Industry - The report discusses the long-term supply contraction in the refining and chemical sector, driven by policies that restrict new refining capacity and promote the transformation of existing facilities [9] - The Ministry of Industry and Information Technology has implemented a plan to stabilize growth in the petrochemical industry, emphasizing the need for "reducing oil and increasing chemicals" to optimize the industry structure [9] - The report anticipates that the profitability of refining and chemical companies will improve due to a favorable cost environment and structural adjustments in supply and demand [11][12] Electronic Industry - The electronic industry is experiencing a shift from structural shortages to widespread price increases, driven by sustained high demand for AI computing and storage capabilities [16] - The report notes that the price of NAND Flash and DRAM has risen significantly, with recent increases of 18% and 33% respectively, indicating a strong upward trend in the storage market [19] - Companies involved in the semiconductor and storage sectors are expected to benefit from this trend, with specific recommendations for firms like 德明利 and 江波龙 [19] Media and Internet - The media sector has shown resilience, with a reported increase of 0.96% in the industry index, outperforming major indices like the沪深300 [26] - The report highlights significant cash distributions during the Spring Festival, indicating strong cash flow and potential for reinvestment in AI applications [27] - Companies like 阿里通义 and 字节跳动 are making strides in AI technology, which is expected to enhance their market positions and drive future growth [27] Sportswear Industry - The report details the performance of 特步国际, noting that its main brand's sales remained flat while the索康尼 brand saw over 30% growth, indicating a divergence in brand performance [34] - 安踏体育's acquisition of a 29.06% stake in PUMA is seen as a strategic move to enhance its global presence and leverage PUMA's market position [36] - The report projects steady growth for 特步国际's main brand, focusing on the running category, while also highlighting the potential for profitability improvements in the professional sports brand segment [35]

Group 1 - Jiangsu Shitai Diagnostic Technology Co., Ltd. has achieved a production capacity of 2.5 million pathological slides per day, with a market share ranking second globally and first in China [1] - The company has invested over 20 million yuan in new product research and development over the past five years, indicating a strong commitment to innovation [1] - The company’s sales reached 250 million yuan last year, reflecting significant growth and a robust order backlog, with a 10% increase in orders compared to the previous year [1] Group 2 - Biancheng Town has implemented a targeted approach to cultivate "Four Up" enterprises, increasing the number from 13 in 2023 to 20 by 2025, exceeding set goals [2] - Jiangsu Rantian Aluminum Co., Ltd. achieved sales of 25 million yuan last year and has established a foreign trade team to explore overseas markets [2] - The local government provides one-on-one support to businesses, facilitating processes and boosting confidence in new ventures [2] Group 3 - Jiangsu Nanci Insulator Co., Ltd. faced challenges but is undergoing a 300 million yuan investment to upgrade its production lines, which is expected to enhance product quality and stability [3] - The company has received over 80 million yuan in orders, demonstrating a recovery and growth trajectory following its technological upgrades [3] - Biancheng Town is committed to regular enterprise visits and support, ensuring effective communication between government and businesses to foster a thriving private economy [3]