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中证高端装备细分50指数上涨1.01%,前十大权重包含中国长城等
Jin Rong Jie· 2025-05-26 14:50
Group 1 - The core index, the CSI High-end Equipment Sub-index 50, reflects the performance of 50 representative listed companies in the aerospace and high-end equipment sectors, with a base date of December 31, 2012, set at 1000.0 points [1] - The CSI High-end Equipment Sub-index 50 has seen a 2.48% increase over the past month, a 1.82% decrease over the past three months, and a 0.96% decline year-to-date [1] - The top ten weighted companies in the index include AVIC Shenyang Aircraft Corporation (7.3%), AVIC Optoelectronics (6.9%), Aero Engine Corporation of China (6.21%), and others, indicating a concentration in key players within the industry [1] Group 2 - The index's holdings are primarily in the industrial sector, accounting for 74.18%, followed by materials at 10.73%, information technology at 7.60%, and communication services at 7.49% [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December, ensuring the index remains reflective of the current market [2] - Public funds tracking the CSI High-end Equipment Sub-index 50 include the Harvest CSI High-end Equipment Sub-index 50 Link A, Harvest CSI High-end Equipment Sub-index 50 Link C, and Harvest CSI High-end Equipment Sub-index 50 ETF [2]
5月26日早间重要公告一览
Xi Niu Cai Jing· 2025-05-26 05:40
Group 1 - Northern Long Dragon is planning to acquire the controlling stake of Henan Zhongsheng and raise matching funds, leading to a stock suspension [1] - The company specializes in the research, design, production, and sales of non-metal composite materials for military vehicle equipment [1] - Koyuan Pharmaceutical's major shareholder plans to reduce their stake by up to 3%, amounting to 324.87 million shares [2] Group 2 - Jiaste Technology's shareholder intends to reduce their stake by up to 3%, totaling 1,428.75 million shares [2] - Chengdi Xiangjiang's subsidiary has won a bid for a data center project with China Mobile, valued at 492 million yuan [3] - Zhongchao Holdings' actual controller sold 223 million shares during a period of stock price fluctuation, representing 0.16% of total shares [4] Group 3 - ST Yushun's stock will resume trading after confirming no significant changes in its operational environment [6] - Xing Shuai Er's shareholder plans to reduce their stake by up to 0.37%, equating to 130 million shares [7] - Weiguang Co. intends to reduce its stake by up to 1.32%, totaling 300 million shares [8] Group 4 - Zhongsheng Pharmaceutical's subsidiary has received ethical approval for two Phase III clinical trials for its innovative peptide drug RAY1225 [9][10] - Nongxin Technology's major shareholder plans to reduce their stake by up to 1.35%, amounting to 135 million shares [12] - Mintai Aluminum has signed a strategic cooperation agreement with Penghui Energy for collaboration in battery technology [14] Group 5 - Youyan Powder's controlling shareholder plans to reduce their stake by up to 1%, totaling 103 million shares [16] - Runjian Co. has been shortlisted for a procurement project with China Mobile, valued at 374 million yuan [17] - Bangyan Technology has terminated its plan to issue shares and raise funds for asset acquisition [18] Group 6 - Xianggang Technology's controlling shareholder intends to reduce their stake by up to 3%, equating to 648.42 million shares [19] - Zhongke Shuguang is undergoing a stock suspension due to a planned share swap merger with Haiguang Information [20]
清华系大模型又融资了丨投融周报
投中网· 2025-05-26 03:13
将投中网设为"星标⭐",第一时间收获最新推送 速览投资风口,掌握资本律动。 作者丨 长风 来源丨 东四十条资本 大家好,我是长风。今天给大家带来上周资本市场的专业投研信息。 焦点回顾: 新消费赛道,饮料品牌受关注。 上周, 从事椰水全产业链业务的泰国IMCOCO集团,近期宣布完成亿 元级Pre-A轮融资。此轮融资由Insignia Ventures Partners领投,天图资本跟投。此外,立吉团宣 布已完成天使轮融资,融资额达1000万元,投资方为深圳市冠峰永越投资有限公司。 36氪消息, 从事椰水全产业链业务的泰国IMCOCO集团,近期宣布完成亿元级Pre-A轮融资。此轮融 资由Insignia Ventures Partners领投,天图资本跟投。 立吉团科技完成天使轮融资 近日, 陕西立吉团科技有限公司(简称:立吉团)宣布已完成天使轮融资,融资额达1000万元,投资 方为深圳市冠峰永越投资有限公司。 未名拾光完成近亿元战略融资 近日,未名拾光宣布完成战略轮近亿元人民币融资,由欧莱雅集团与纳爱斯集团共同投资。 硬科技赛道,卫星通信成新宠。 上周,卫星物联网运营商鹏鹄物宇正式完成A轮融资,整体融资金额 已 ...
聚焦先进材料领域强链增效 又一协同创新中心落户苏州
Su Zhou Ri Bao· 2025-05-26 00:27
为了厚植协同发展生产力,市市场监管局(知识产权局)立体式构建"专家智库+复合人才+全域宣 贯"培育体系;组建专利和标准化专家库,发挥专家决策建议和专业咨询作用,为行业领域内专利和标 准融合创新提供智力支撑;开设知识产权与标准融合创新专题课程,举办线上线下培训十余期,累计培 养近500名企业技术骨干,培育一批跨领域复合型高层次人才队伍。 接下来,我市将进一步聚焦产业强链增效和发展安全,深化知识产权与标准协同联动,通过不断完 善协同创新发展机制、深化新质创新企业培育库、构建"标准联动专利池"、建设产业知识产权和标准创 新联合体等创新举措,强化国际标准研制与海外专利布局协同,让协同创新成为发展新质生产力的重要 制度保障和技术支撑。 聚焦重点产业,近日,高性能先进金属包装及材料产业知识产权与标准协同创新中心落户苏州,这 是继特种电缆产业、光电产业、纳米技术应用产业领域后,苏州在先进材料领域推动协同创新发展的又 一重要举措。 据了解,市市场监管局(知识产权局)整合科研院所、产业平台载体、专业服务机构等资源力量, 在光电、纳米技术应用、特种电缆等产业领域建设重点产业"知识产权与标准协同创新中心",全方位布 局"科技创新— ...
股市必读:德科立(688205)5月23日主力资金净流出1667.68万元
Sou Hu Cai Jing· 2025-05-25 18:15
公司公告汇总 无锡市德科立光电子技术股份有限公司发布了2024年年度权益分派实施公告。公告详情如下:- 证券代 码:688205- 证券简称:德科立- 公告编号:2025-017- 权益分派内容:每股派发现金红利0.30元,每股 转增0.30股- 重要日期: - 股权登记日:2025年5月28日 - 除权(息)日、新增无限售条件流通股份上市 日和现金红利发放日:2025年5月29日- 总股本:以方案实施前的公司总股本120892825股为基数,共计 派发现金红利36267847.50元,转增36267848股,分配后总股本为157160673股- 税收政策: - 对于持有 无限售条件流通股的个人股东和证券投资基金,持股期限超过1年的股息红利所得暂免征收个人所得 税,持股期限在1年以内的暂不扣缴个人所得税。 - 对于限售条件流通股的个人股东和证券投资基金, 解禁前取得的股息红利实际税负为10%,解禁后按规定计算纳税。 - 对于QFII股东,按照10%的税率代 扣代缴企业所得税。 - 对于香港市场投资者通过"沪股通"持有本公司股票的股东,公司按照10%的税率 代扣代缴所得税。 - 其他机构投资者和法人股东公司将不 ...
两家企业华中总部落户武汉!
Xin Lang Cai Jing· 2025-05-25 11:23
(以下简称"保伦电子") 近日 在武汉数创大厦正式入驻运营 浪潮云华中区域总部 (以下简称"浪潮云") 和广东保伦电子股份有限公司 华中区域总部 两家企业华中总部的落地,不仅为武汉市武昌区在智慧城市、医疗、交通等领域提供先进算力和智能技 术支撑,推动数实融合,释放数字经济发展新动能,而且能加快孵化和引进安全领域、应急领域的软硬 件产业上下游聚集,打造完整的声光电视讯电子产品产业链,共同营造智能技术应用创新生态氛围,带 动相关产业的协同创新,促进武昌区数字经济产业的多元化发展,为区域经济增长提供新的动力。 保伦电子作为国家级高新技术企业,广东省民营企业500强,深耕声光电视讯系统领域近二十年,其会 议系统、扩声系统、音频处理系统销量世界第一。 保伦电子华中区域总部辐射湖北、湖南等中部五省,目前公司业务量已达5亿元,未来五年计划实现区 域营收逾10亿元。 作为中国分布式云的引领者,浪潮云已建成中国最大的分布式云体系,服务中国245个省市政府、2万个 政府部门、128万家企业,连续7年蝉联中国政务云市场首位。 截至2025年4月底,由武汉市武昌区政府联合浪潮云、中国电信武汉分公司高标准建成总规模算力100P 的武汉 ...
每周股票复盘:TCL科技(000100)2024年营收1648亿元,2025年Q1净利润同比增长322%
Sou Hu Cai Jing· 2025-05-23 19:12
2024年,TCL科技集团股份有限公司实现营业收入1648亿元,归属于上市公司股东的净利润为15.6亿元,经营活动产生的现金流量净额为295亿 元。TCL华星光电技术有限公司保持了其显示业务在行业内的供需基本平衡,并抓住了大尺寸产品趋势和AI应用扩展带来的新商机,继续优化其 发展战略、业务和产品结构,增强相对竞争力并积极改善全球布局。对于显示业务,公司实现了年度营业收入1043亿元,净利润62.3亿元,同比 有显著改善。液晶产品的竞争力达到了领先地位,电视产品的市场份额稳居全球前两名,商用显示器产品的市场份额位居全球前三。公司收购了 LG Display在广州的液晶面板和模块工厂,从而进一步增强了其在液晶行业的竞争力。 2024年年度报告 2024年,TCL科技集团股份有限公司实现营业收入1648.23亿元,同比下降5.47%;归属于上市公司股东的净利润为15.64亿元,同比下降29.38%; 经营活动产生的现金流量净额为295.27亿元,同比增长16.64%。基本每股收益为0.0842元,同比下降29.54%;稀释每股收益为0.0833元,同比下降 29.35%;加权平均净资产收益率为2.95%,同比下降1 ...
博杰股份转让参股公司股权 预计产生投资收益4479万元
Core Viewpoint - Bojie Co., Ltd. announced the transfer of its equity stakes in Suzhou Kunyuan Optoelectronics Co., Ltd., retaining a 4.47% ownership after the transaction, which is part of a strategy to recover investment costs and mitigate uncertainties related to equity investments [1][4]. Group 1: Company Overview - Suzhou Kunyuan was established in 2017 and focuses on the R&D, production, and sales of optoelectronic devices and other electronic components [1]. - The company is led by Dr. Chen Yiqiao, an expert from a national-level overseas high-level talent program, and has a team with extensive experience in molecular beam epitaxy (MBE) technology [2]. Group 2: Financial Performance - Suzhou Kunyuan reported revenues of 27.29 million yuan, 38.02 million yuan, and 55.04 million yuan for the years 2022, 2023, and 2024 respectively, indicating stable revenue growth [2]. - The company incurred net losses of 709,400 yuan and 605,280 yuan for the years 2024 and January-February 2025 [1][2]. Group 3: Investment Details - The equity stakes were sold for 20 million yuan and 7.69 million yuan, with the remaining stake valued at 14.43 yuan per share for one investor and 13.71 yuan per share for another [1][3]. - The transaction is expected to generate an estimated investment income of approximately 44.79 million yuan, with direct investment income of about 16.17 million yuan [4].
长光华芯: 长光华芯2024年年度股东大会的法律意见
Zheng Quan Zhi Xing· 2025-05-23 13:14
Core Viewpoint - The legal opinion issued by Beijing Deheng (Wuhan) Law Firm confirms that the 2024 annual general meeting of Suzhou Changguanghua Optoelectronics Technology Co., Ltd. was convened and conducted in compliance with relevant laws and regulations, ensuring the legitimacy of the meeting and its resolutions [1][15]. Meeting Procedures - The meeting was convened by the board of directors on April 29, 2025, with a notice published on the Shanghai Stock Exchange website, meeting the required 20-day notice period [4]. - The meeting took place on May 23, 2025, at the company's premises, consistent with the notice provided [4][5]. Attendance and Voting - A total of 70 shareholders and their proxies attended the meeting, representing 73,053,459 shares, which is 41.4417% of the total voting shares [5][6]. - The meeting included both on-site and online voting, with the online voting period set for the same day as the meeting [5][8]. Voting Results - The resolutions passed included the 2024 Board of Directors' Work Report, with 99.9556% approval from voting shareholders [8]. - Other resolutions, such as the 2024 Financial Settlement Report and the 2024 Profit Distribution Plan, also received over 99% approval [10][12]. - The resolution regarding the use of part of the raised funds to supplement working capital was approved with 99.9354% support [14]. Conclusion - The legal opinion concludes that all aspects of the meeting, including the convening, attendance, proposal procedures, and voting results, complied with the Company Law, Securities Law, and relevant regulations, affirming the legality and validity of the meeting's resolutions [15].
路维光电: 国信证券股份有限公司关于深圳市路维光电股份有限公司差异化权益分派事项的核查意见
Zheng Quan Zhi Xing· 2025-05-23 11:25
国信证券股份有限公司(以下简称"保荐机构")作为深圳市路维光电股份 有限公司(以下简称"路维光电"或"上市公司")首次公开发行股票并在科创 板上市项目的保荐机构,根据《中华人民共和国公司法》《中华人民共和国证券 法》及《上海证券交易所上市公司自律监管指引第 7 号——回购股份(2025 年 3 月修订)》等有关规定,对路维光电 2024 年度利润分配所涉及的差异化权益分 派(以下简称"本次差异化权益分派")进行了审慎核查,具体情况如下: 一、本次差异化权益分派的原因 路维光电于 2023 年 12 月 15 日召开第四届董事会第二十二次会议,审议通 过了《关于以集中竞价交易方式回购公司股份方案的议案》,同意公司使用首次 公开发行人民币普通股取得的超募资金以集中竞价交易方式回购公司已发行的 部分人民币普通股(A 股)股票,回购资金总额不低于人民币 5,000.00 万元(含), 不超过人民币 8,000.00 万元(含),回购价格不超过人民币 46.51 元/股(含), 因实施 2023 年年度权益分派,公司本次回购股份价格上限由不超过人民币 46.51 元/股(含)调整为不超过人民币 46.27 元/股(含) ...