格隆汇12月31日丨光弘科技(300735.SZ)在投资者互动平台表示，公司在部分海外基地有为Vivo提供本 地化的智能手机制造服务。目前，公司各海外基地包括印度、越南、孟加拉基地和AC公司下属法国、 墨西哥、突尼斯基地的经营状况良好、订单饱满，随着公司全球化布局的进一步完善，未来各海外基地 将为公司整体业务增长提供更大的贡献。公司AI相关硬件的业务正高速发展，正为客户提供包括各类 AI智能终端、AI服务器算力板卡、AI服务器高速连接组件等产品的制造服务。 ...

光弘科技（300735.SZ）12月31日在投资者互动平台表示，公司在部分海外基地有为vivo提供本地化的 智能手机制造服务。目前，公司各海外基地包括印度、越南、孟加拉基地和AC公司下属法国、墨西 哥、突尼斯基地的经营状况良好、订单饱满，随着公司全球化布局的进一步完善，未来各海外基地将为 公司整体业务增长提供更大的贡献。公司AI相关硬件的业务正高速发展，正为客户提供包括各类AI智 能终端、AI服务器算力板卡、AI服务器高速连接组件等产品的制造服务。 （记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：请问公司给vivo手机提供哪些服务？最近全球各基地产 能如何？公司在AI硬件方面提供哪些设备制造服务？ ...

北京商报讯（记者 陶凤 王天逸）12月30日，针对投资者关于SpaceX相关提问，蓝思科技在互动平台回 复称，公司与北美大客户已有10年深度合作，是其一级核心供应商。公司凭借全面的材料技术、完整的 技术路线及从模组到整机的ODM能力，深度参与大客户智能座舱、人形机器人、商业航天等多项核心 业务。在商业航天方面，公司已批量出货卫星地面接收器外观件、结构件模组。凭借全球领先的超薄玻 璃后道加工技术，已自主研发厚度小于1mm的超薄光伏玻璃模组、大尺寸UTG柔性玻璃等，配合超高 难度的多重镀膜工艺，可满足抗原子氧剥蚀、抗辐射和热控制等太空光伏技术需求，目前已与相关客户 对接合作开发中。 ...

证券日报网讯12月30日，蓝思科技（300433）在互动平台回答投资者提问时表示，公司与北美大客户已 有10年深度合作，是其一级核心供应商。公司凭借全面的材料技术、完整的技术路线及从模组到整机的 ODM能力，深度参与大客户智能座舱、人形机器人、商业航天等多项核心业务。在商业航天方面，公 司已批量出货卫星地面接收器外观件、结构件模组。凭借全球领先的超薄玻璃后道加工技术，已自主研 发厚度小于1mm的超薄光伏玻璃模组、大尺寸UTG柔性玻璃等，配合超高难度的多重镀膜工艺，可满 足抗原子氧剥蚀、抗辐射和热控制等太空光伏技术需求，目前已与相关客户对接合作开发中。 ...

Group 1 - China Medical plans to acquire 70% equity of Zezheng Pharmaceutical for 525 million yuan to enhance its R&D capabilities in the pharmaceutical sector [1] - Hongchang Electronics has commenced production of its functional high-end copper-clad laminate electronic materials project [2] - China State Construction has secured multiple major projects totaling 32.09 billion yuan, which represents 1.5% of its audited revenue for 2024 [3] Group 2 - China Resources Double Crane has established an industrial fund with a committed investment of 83 million yuan, targeting a total fundraising goal of 500 million yuan [4] - Pinggao Electric and its subsidiaries have won state grid procurement projects worth approximately 876 million yuan, accounting for 7.06% of its 2024 revenue [5] - Dong'an Power received a government subsidy of 2.47 million yuan, with 1.47 million yuan related to assets and 1 million yuan related to income [6] Group 3 - Nantian Information has paid overdue taxes and penalties totaling 50.31 million yuan, which will impact its net profit for 2025 [7] - Erli Six has changed its investment plan to establish a wholly-owned subsidiary in Hong Kong for submarine cable business with an investment of 320 million yuan [8] - Dream Lily plans to invest 170 million yuan in an e-commerce warehouse project at its East US factory [9] Group 4 - Shen Shen Fang A's controlling shareholder has terminated the agreement to transfer 7.07% of the company's shares to Dongfang Asset, with no change in control [10] - Tianfu Culture has signed strategic cooperation framework agreements with various cultural and tourism bureaus to promote film and tourism integration [11] - Jinzi Tianzheng's chairman has resigned due to work adjustments, but will continue to fulfill his duties until a new chairman is elected [12] Group 5 - Jiangshan Oupai and its subsidiaries received government subsidies totaling 10.04 million yuan, with 7.51 million yuan related to income [13] - Ninghu Expressway plans to increase its investment in Jiangsu Danjin Expressway Co., Ltd. by 128 million yuan to support highway construction [14] - Jiangyin Bank has received approval for the qualifications of its employee director and vice president [15] Group 6 - Aoxiang Pharmaceutical has received approval for the listing application of two chemical raw materials [16] - Daye Co. has not yet commenced mass production of its robotic tendon products, with ongoing uncertainties in technology and profitability [17] - Rongsheng Environmental has proposed a cash dividend of 3.8 yuan per 10 shares, totaling approximately 97.36 million yuan [19] Group 7 - Yunyi Electric plans to invest 66 million USD in Morocco to establish a wholly-owned subsidiary and production base [20] - Derun Electronics has reached an agreement regarding the delayed payment of 100 million yuan in equity transfer funds [21] - Baihua Pharmaceutical is planning a change in control, leading to a continued suspension of its stock [22] Group 8 - CITIC Bank's executive director and president has resigned due to work adjustments [23] - Haizike's subsidiary has received acceptance for clinical trial applications for two innovative drugs [24] - Tianrun Dairy's subsidiaries received government subsidies totaling 21.53 million yuan, representing 49.32% of its net profit for 2024 [25] Group 9 - Andisou plans to issue 398 million A-shares at 7.54 yuan per share, raising a total of 3 billion yuan [26][27] - Fuda Co. has completed the transfer of its 50% stake in a joint venture, which is expected to positively impact its 2025 financial results [28] - Jianghua Micro has received environmental approval for a project to produce 37,000 tons of ultra-pure wet electronic chemicals [29] Group 10 - Nanwang Technology received a government subsidy of 10 million yuan, accounting for 0.66% of its net assets for 2024 [30] - Changgao Electric New has won state grid procurement projects totaling 161 million yuan, representing 9.14% of its 2024 revenue [31] - Huaxin Precision plans to invest up to 600 million yuan of idle funds in low-risk financial products [32] Group 11 - Fuguang Co. received a government subsidy of 1.26 million yuan for basic research projects, which is 13.27% of its net profit for 2024 [33] - Benli Technology has obtained a drug production license, which will help optimize its product structure [34] - Jintuo Co. proposed a cash dividend of 4.1 yuan per 10 shares, totaling approximately 99.48 million yuan [35] Group 12 - Kang Enbei has elected a new chairman and vice chairman during its board meeting [36] - Sanyuan Bio has completed the construction and installation of equipment for the remaining capacity of its 20,000-ton alulose project [38]

南方财经12月30日电，蓝思科技在互动平台表示，公司与北美大客户已有10年深度合作，是其一级核心 供应商。公司凭借全面的材料技术、完整的技术路线及从模组到整机的ODM能力，深度参与大客户智 能座舱、人形机器人、商业航天等多项核心业务。在商业航天方面，公司已批量出货卫星地面接收器外 观件、结构件模组。凭借全球领先的超薄玻璃后道加工技术，已自主研发厚度小于1mm的超薄光伏玻 璃模组、大尺寸UTG柔性玻璃等，配合超高难度的多重镀膜工艺，可满足抗原子氧剥蚀、抗辐射和热 控制等太空光伏技术需求，目前已与相关客户对接合作开发中。 ...

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued supplementary material requirements for 19 companies, including Guangdong Lingyi iTech, which submitted its listing application to the Hong Kong Stock Exchange on November 20, 2023. The CSRC has requested four specific clarifications that require legal verification and clear legal opinions [1]. Group 1 - The first requirement involves providing details on the share pledge situation of the controlling shareholder before and after the issuance and listing, including the reasons for the share pledge and the repayment ability of relevant parties. It also inquires whether this could lead to a change in control of the issuer or result in any prohibitive circumstances as per the regulations [2]. - The second requirement requests updates on significant asset acquisitions and the progress of equity transfers, as well as the status of technology recognition applications for subsidiaries Dongguan Shengxiang, Suzhou Lingyu, and Shenzhen Lintao [2]. - The third requirement focuses on the business model, specifically the involvement of the company in AI large models, including application scenarios and functionalities. It also seeks clarification on the operations of subsidiaries in battery manufacturing and photovoltaic equipment, including necessary qualifications and compliance with foreign investment regulations [2]. Group 2 - The fourth requirement mandates a verification of the issuer's subsidiaries and branches, including their business scopes. It requires an assessment of whether these entities engage in restricted or prohibited foreign investment areas and their compliance with foreign investment entry requirements before and after the listing [3]. - Additionally, the verification should cover external guarantees, tax compliance, environmental protection, safety production, and any significant litigation, arbitration, or administrative penalties affecting operational compliance. Currently, the verification is limited to major subsidiaries [3].

Core Overview - The company emphasizes the deep integration of "AI + hardware," positioning itself as a key player in the supply chain and a core engine driving the trillion-dollar AI physical world [4] Core Highlights - The company introduced high-degree-of-freedom dexterous hands and head assemblies, utilizing magnesium-aluminum alloy for lightweight structures, marking a strategic transition from a "precision manufacturing leader" to an "embodied intelligence ecosystem architect" [5] - As a leading developer of next-generation server cabinets, the company showcased a full-stack liquid cooling solution and high-precision cabinets, providing a stable physical foundation for AI model training while addressing carbon reduction [6] - The company presented advanced manufacturing techniques such as UTG, 3D glass, liquid metal, and next-generation VC cooling technology, aimed at creating ultra-thin and efficient hardware for the next generation of AI smartphones and PCs [7]

12月29日，环旭电子跌1.81%，成交额12.28亿元。两融数据显示，当日环旭电子获融资买入额1.83亿 元，融资偿还1.53亿元，融资净买入3015.87万元。截至12月29日，环旭电子融资融券余额合计8.07亿 元。 融资方面，环旭电子当日融资买入1.83亿元。当前融资余额7.91亿元，占流通市值的1.20%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，环旭电子12月29日融券偿还5200.00股，融券卖出5700.00股，按当日收盘价计算，卖出金额 16.71万元；融券余量55.34万股，融券余额1622.57万元，超过近一年90%分位水平，处于高位。 资料显示，环旭电子股份有限公司位于上海市浦东新区盛夏路169号B栋5楼，成立日期2003年1月2日， 上市日期2012年2月20日，公司主营业务涉及 为国内外的品牌厂商提供通讯类、电脑及存储类、消费电 子类、工业类及其他类(以车用电子为主)等五大类电子产品的开发设计、物料采购、生产制造、物流、 维修等专业服务。主营业务收入构成为：通讯类产品32.58%，消费电子类产品30.80%，工业类产品 13.57%，云端及存储类产品10.76%，汽 ...

Group 1 - BYD has denied rumors about launching flying cars, stating that there are no such plans or arrangements [2] - Zhaomi Technology has achieved a compound annual growth rate of over 100% for six consecutive years, with plans to reward all employees with 1 gram of gold as a year-end bonus [2] Group 2 - TSMC's 2nm technology is set to begin mass production in Q4 2025, utilizing the first-generation nanosheet transistor technology for improved performance and power efficiency [3] - The Chinese government plans to relax household registration restrictions outside of a few major cities to facilitate the integration of rural populations into urban areas [3] Group 3 - The China Passenger Car Association predicts a positive start for the car market in January 2026, driven by early implementation of national subsidies and the impact of the delayed Spring Festival [4] Group 4 - Moutai's sales of the Moutai 1935 product are expected to exceed 10 billion yuan in 2025, while Moutai Prince liquor sales are projected to surpass 6 billion yuan [6] - NIO has delivered its 40,000th ES8 vehicle, achieving this milestone in just 100 days since deliveries began [7] Group 5 - Seven Fresh Kitchen has launched a nationwide partner recruitment plan, aiming to cover all first- and second-tier cities by 2026 [9] - The first fully compliant unmanned logistics vehicle is set to be launched in early 2026 [9] Group 6 - Amazon has decided to suspend its drone delivery plans in Italy due to broader commercial regulatory issues, despite progress with aviation regulators [10] - Waymo is testing its autonomous taxis in London, showcasing its Jaguar I-Pace electric vehicles on the streets [11] Group 7 - South Korea's exports are projected to reach a record high of over $700 billion in 2025 [12] - Orion, a South Korean food giant, plans to invest 240 billion won (approximately $167 million) to expand its production facilities in Russia by 2027 [13] Group 8 - New York City's subway system will transition to a contactless payment system starting January 1, 2026, discontinuing the sale and recharge of the old subway cards [14][15]