高级管理人员应以公司利益为出发点，谨慎、认真、勤勉地行使权利。 广东东箭汽车科技股份有限公司 总经理工作细则 广东东箭汽车科技股份有限公司 总经理工作细则 （2025 年 7 月修订） 第一章总则 第一条 为进一步完善广东东箭汽车科技股份有限公司（以下简称"公司"） 的法人治理结构，规范公司总经理的工作权限和程序，现根据《中华人民共和国 公司法》 （以下简称《公司法》）、 《中华人民共和国证券法》等有关法律、行政法 规、部门规章、规范性文件及《广东东箭汽车科技股份有限公司章程》（以下简 称《公司章程》）的规定，制定本工作细则。 第二条 公司总经理和其他高级管理人员应当遵守法律、法规和《公司章程 的规定》，履行诚信和勤勉的义务。以公司总经理为代表的管理层负责公司的日 常经营和管理工作，组织实施董事会决议，向公司董事会报告工作，并对董事会 负责。 第三条 公司应与全体高级管理人员签订聘任合同，以明确彼此间的权利义 务关系。公司的高级管理人员每届任期三年，连聘可以连任。高级管理人员的聘 任和解聘应当履行法定程序，并及时披露。 第四条 公司设总经理一名，副总经理若干，由董事会聘任或者解聘。 第五条 本工作细则对公司全 ...

自去年银行AIC股权投资试点扩容后，国内各大商业银行纷纷在各地设立AIC股权投资基金。传统模式 多为与地方政府或国资合作组建盲池基金，由银行担任GP，和市场上多数财务投资者一样寻找项目进 行投资或者并购。而中瀛兴象基金引入产业方，意味着其将围绕汽车产业链展开投资布局，有助于更精 准地锁定投资标的、明确投资方向，进而提升投资效率。 事实上，无论是中早期投资还是并购投资，优质资产都相对稀缺。从这一角度来说，合适的产业方在基 金投资中能发挥重要的 "导航" 作用，也因此成为基金设立时备受青睐的合作对象。 记者注意到，与上市公司全资设立的传统CVC不同，一种新型CVC正逐渐兴起并受到市场更多关注。 以全球最大汽车零部件供应商博世集团在中国市场的CVC——博原资本为例，其由博世（上海）投资 咨询有限公司与戈壁创赢（上海）创业投资管理有限公司各出资50%设立，是博世集团首个且唯一一个 引入外部资金的体外市场化机构。在投资实践中，博原资本依托博世集团在汽车产业链的优势进行投资 布局。 近期，一只基金的设立引发创投圈广泛关注——宁波中瀛扶摇兴象股权投资基金（简称"中瀛兴象基 金"）已在宁波完成工商注册登记。 记者梳理发现，该 ...

Core Viewpoint - The actual controller of BlueDai Technology plans to transfer 18% of its shares, which may lead to a change in control despite the company's recent performance recovery and stock price increase [1][2]. Group 1: Share Transfer and Control Change - The actual controller, Zhu Tangfu's family, is planning to transfer 18% of their shares, which could result in a change of control for the company [2]. - The market value of the planned share transfer is approximately 1.5 billion yuan based on the latest closing price of 12.75 yuan per share [3]. - If the transfer is completed, the Zhu family’s shareholding will drop from 30.82% to 12.82%, potentially altering the actual control of the company [3]. Group 2: Financial Performance - BlueDai Technology reported a revenue of 3.536 billion yuan in 2024, a year-on-year increase of 25.93%, and a net profit of 124 million yuan, recovering from a loss of 365 million yuan the previous year [5]. - In the first quarter of 2024, the company achieved a revenue of 813 million yuan, up 8.06%, and a net profit of 52.16 million yuan, an increase of 45.93% [5]. Group 3: Market Activity and Stock Performance - The stock price of BlueDai Technology has seen significant fluctuations, with a peak increase of over 124% from a low of 7.62 yuan in January to a high of 17.12 yuan in March [4]. - As of July 7, 2024, the stock still maintained a year-to-date increase of 49.04% despite some subsequent declines [4]. Group 4: Operational Challenges - The company faces challenges such as high share pledge ratios, a significant increase in accounts receivable, and goodwill impairment [1][6]. - As of February 14, 2024, Zhu Tangfu had 47 million shares pledged, representing 37.22% of his holdings, while Zhu Junhan had 29.72 million shares pledged, accounting for 39.8% of his holdings [7]. - Accounts receivable reached 1.133 billion yuan by the end of 2024, a 27.9% increase from the beginning of the year, representing 20.7% of total assets [7]. Group 5: Strategic Developments - BlueDai Technology has been actively involved in the robotics sector, including a partnership with Wuxi Quanzhibo Technology Co., holding a 4.3478% stake, focusing on the development and production of robotic joints [8]. - The company is also establishing a production base in Thailand with an investment of up to 200 million yuan to meet overseas customer demands [8].

Mergers and Acquisitions - Zhengfan Technology plans to acquire 62.23% equity held by five shareholders of Liaoning Hanjing Semiconductor Materials Co., Ltd. through cash payment [1] Investment Cooperation and Operational Status - Zhongke Shuguang signed a cooperation framework agreement with Zhongke Xingtou to jointly promote technological innovation in advanced computing in the space sector [2] - Pulite's subsidiary, Guangdong Haisida Sodium Star Technology Co., Ltd., signed a procurement contract for a 30MWh sodium-ion battery energy storage system with Southern Power Grid Electric Technology Co., Ltd. [2] - Jifeng Co., Ltd. received a seating assembly project designation from a leading OEM, with a project lifecycle of 6 years and an expected total amount of 1.3 billion yuan [2] - Honghe Technology's main product, electronic-grade fiberglass cloth, is one of the basic materials for PCBs [2] - Eight Billion Space's wholly-owned subsidiary, Zhejiang Eight Billion Space, signed a network technology service contract with China Broadcasting Sichuan Network Co., Ltd. to develop edge computing business [2] Performance Changes - Huagong Technology expects a net profit of 890 million to 950 million yuan for the first half of the year, a year-on-year increase of 42.43% to 52.03%, driven by the surge in demand for high-speed optical modules [3] - Dajin Heavy Industry anticipates a net profit of 510 million to 570 million yuan, a year-on-year increase of 193.32% to 227.83%, due to a shift to a higher value-added DAP model for export pile products [3] - Haopeng Technology expects a net profit of 90 million to 102 million yuan, a year-on-year increase of 228.03% to 271.77%, as its AI strategy begins to translate into business growth [3] - Tapai Group forecasts a net profit of 407 million to 452 million yuan, a year-on-year increase of 80% to 100%, mainly due to increased profitability in the cement business [3] - Yuexiu Capital expects a net profit of 1.473 billion to 1.575 billion yuan, a year-on-year increase of 45% to 55%, driven by growth in its renewable energy business [3] - Jieshun Technology anticipates a net profit of 35 million to 50 million yuan, a year-on-year increase of 105.68% to 193.82%, as it continues to implement its "AI + parking operation" strategy [4] - Jincheng expects a net profit of 1.07 billion to 1.12 billion yuan, a year-on-year increase of 74.62% to 82.78%, due to increased production and sales of mining resources [4] - Shengquan Group forecasts a net profit of 491 million to 513 million yuan, a year-on-year increase of 48.19% to 54.83%, as production capacity for advanced electronic materials is gradually released [4] - Shengnong Development expects a net profit of 850 million to 950 million yuan, a year-on-year increase of 732.89% to 830.88%, driven by rapid growth in retail channels [4] - Deep Deep Housing A anticipates a net profit of 85 million to 120 million yuan, a year-on-year increase of 1411.70% to 2034.17%, due to increased revenue recognition from real estate projects [4]

Core Viewpoint - The resignation of Ding Tao as the General Manager and Director of Aotega New Energy Technology Co., Ltd. is due to personal reasons, and he will continue to focus on the company's automotive air conditioning system business as the General Manager of a subsidiary [1][2]. Group 1 - Ding Tao's resignation is effective immediately upon delivery of his resignation report to the board [1]. - The company assures that Ding Tao's departure will not adversely affect normal operations or reduce the board members below the legal minimum [1]. - The board will promptly appoint a new General Manager and elect a new director [1]. Group 2 - Ding Tao holds 1.34 million shares of the company as of the announcement date [1]. - The company expresses gratitude for Ding Tao's contributions during his tenure [2].

Core Viewpoint - The significant related-party transactions of Freetech and Fengwo, which are both rushing for IPOs, raise concerns about the potential drawbacks of Geely's frequent capital operations. The heavy reliance on Geely for revenue and the implications for business independence and fairness of related transactions are questioned [1][2]. Group 1: Fengwo's IPO and Financials - Fengwo's main business involves the research, manufacturing, and sales of turbochargers, with plans to raise 656 million yuan for various projects, including 245 million yuan for producing 1 million turbochargers annually [3]. - Geely Group is Fengwo's largest customer, contributing over 30% of its revenue, with related-party sales accounting for 53.10%, 32.44%, and 34.89% of total sales in recent years [3][4]. - The gross profit margin for related-party sales is lower than that of the main business, indicating potential issues with pricing and profitability [5][6]. Group 2: Freetech's Financial Performance - Freetech is preparing for an IPO on the Hong Kong Stock Exchange, having previously submitted an application that lapsed. The company has significant ties to Geely, with Geely's founder controlling a substantial portion of Freetech [8]. - Despite a strong market position, Freetech has been operating at a loss, with revenues of 328 million yuan, 908 million yuan, and 1.283 billion yuan from 2022 to 2024, but net losses of 855 million yuan, 738 million yuan, and 528 million yuan during the same period [9][10]. - Freetech's revenue heavily relies on a few major clients, with Geely accounting for 22.0%, 43.3%, and 59.4% of its total revenue over the past three years, indicating a concerning dependency [10].

投资理财，有温度，有深度，有态度。 上半年市场很热闹。AI热潮的袭来和褪去同样迅猛，港股从"坑里"爬出来打了 个翻身仗，主题行情与黄金叙事此起彼伏，过程中还有存款利率走低的焦虑。 2025上半年已收官，市场都有哪些亮点？我们将用5组数字盘点市场，再聊聊 如何把握2025的下半场机会。我们也采访了两位嘉宾——一位是兴证全球基金 基金经理余明强，另一位是兴证全球基金上海分公司杨鑫，他们将分别带来投 研视角的专业分析和来自一线的观察。 42.51% 从引爆国产AI叙事的DeepSeek开始，上半年，AI是一个绕不开的话题。当然，创新药和新消费板块的 势头也不弱。Deepseek指数累计上涨42.51%，创新药指数涨幅21.84% （数据来源：Choice，2025/1/1-2025/6/30） 。这些板块目前的涨幅是否具有支撑？后续又看好哪些机会？ 余明强： AI是一个比较长远的故事。年初国内出现DeepSeek，近期海外开始出现算力、硬件、应用的不断 迭代，我们可以再往后看看国内何时发生新的AI叙事。 我感觉国内和海外在AI方面像是拉力赛，不断的往 前面拉、接，它反映的是未来AI不断向前发展的情况。 这会带动比较 ...

证券代码：603982 证券简称：泉峰汽车 公告编号：2025-052 转债代码：113629 转债简称：泉峰转债 南京泉峰汽车精密技术股份有限公司 经中国证券监督管理委员会《关于核准南京泉峰汽车精密技术股份有限公司 公开发行可转换公司债券的批复》（证监许可20212511号）核准，并经上海证 券交易所同意，公司于2021年9月14日公开发行可转换公司债券620万张，每张面 值为人民币100元，发行总额为人民币62,000万元，期限6年。可转债票面利率为： 第一年0.4%、第二年0.6%、第三年1.0%、第四年1.5%、第五年2.5%、第六年3.0%。 于提前赎回"泉峰转债"的议案》，公司董事会决定行使"泉峰转债"的提前赎 回权利，对赎回登记日登记在册的"泉峰转债"按照债券面值加当期应计利息的 价格全部赎回。 经上海证券交易所自律监管决定书2021415号文同意，公司62,000万元可转 换公司债券于2021年10月21日起在上海证券交易所挂牌交易，债券简称"泉峰转 债"，债券代码"113629"。 ? 投资者所持可转债除在规定时限内通过二级市场继续交易或按照 7.89 元/股的转股价格进行转股外，仅能选择以 ...

Core Viewpoint - The article highlights the robust development of the Changsha Economic Development Zone, emphasizing its focus on project construction and investment acceleration to drive high-quality economic growth. Group 1: Project Development - Changsha Economic Development Zone has adopted the philosophy of "projects first" and has initiated a "project construction acceleration year" campaign, holding nearly 30 specialized meetings to address challenges and enhance resource support [1] - The opening rate of key provincial and municipal projects for 2025 has exceeded 76%, with a total investment of 636.9 billion yuan across 39 projects, of which 70.35 billion yuan has been invested in the first half of the year, accounting for 60.6% of the annual plan [1] - Significant projects include the high-efficiency energy-saving intelligent motor project, which will feature a digital smart workshop and 20 intelligent production lines, expected to be operational by March next year [2] Group 2: Investment and Economic Growth - The Changsha Economic Development Zone has introduced 62 new projects with a total investment of 329.6 billion yuan this year, including major projects from companies like Zhongke Shuguang and Zhihui Future [6] - The zone is focusing on both traditional and emerging industries, enhancing existing industrial chains while also developing new ones, with projects like sodium energy and advanced manufacturing being prioritized [8][9] - The zone's efforts in optimizing the business environment have led to it ranking sixth among national economic development zones for convenience in 2024, reflecting its commitment to improving service efficiency for enterprises [10] Group 3: Policy and Support Mechanisms - The Changsha Economic Development Zone has implemented a comprehensive project lifecycle management mechanism to streamline processes from negotiation to project completion, reducing approval times by nearly 40% [11] - The zone has introduced flexible land supply management methods to alleviate financial pressures on enterprises while meeting land needs [12] - Various support measures have been enacted, including simplified approval processes and targeted assistance for enterprises, resulting in the resolution of 200 enterprise requests and the organization of numerous recruitment and financing events [12]

海陆重工：上半年净利润预增48.92%-60.68% 7月8日晚，昊华科技（600378）发布2025年半年度业绩预告，公司预计上半年实现归属于母公司所有者 的净利润5.9亿元到6.5亿元，同比增长59.30%到75.50%；预计实现扣除非经常性损益后的净利润5.75亿 元到6.35亿元，同比增长55.84%到72.11%。 7月8日晚，海陆重工（002255）发布2025年半年度业绩预告，公司预计实现归属于上市公司股东的净利 润1.9亿元至2.05亿元，同比增长48.92%-60.68%；预计实现扣除非经常性损益后的净利润1.83亿元至1.98 亿元，同比增长55.08%-67.79%。 资料显示，海陆重工成立于2000年1月，主营业务是工业余热锅炉、大型及特种材质压力容器和核安全 设备的制造销售业务，以及固废、废水等污染物处理和回收利用的环境综合治理服务及光伏电站运营业 务。 所属行业：电力设备–其他电源设备Ⅱ–火电设备 华测导航：上半年净利润预增38.93%–46.04% 7月8日晚，华测导航（300627）发布2025年半年度业绩预告，公司预计实现归属于上市公司股东的净利 润3.2亿元至3.35亿元， ...