电子设备制造
Search documents
瑞可达:公司正就NV下一代产品贡献电源类连接器解决方案
Mei Ri Jing Ji Xin Wen· 2025-12-03 13:00
瑞可达(688800.SH)12月3日在投资者互动平台表示,公司已完成NV电源类连接器产品的送样和产品 展览,正就NV下一代产品贡献电源类连接器解决方案。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:贵公司是否有跟英伟达合作? ...
龙旗科技:不存在应披露而未披露的事项
Zheng Quan Ri Bao Wang· 2025-12-03 11:12
证券日报网讯12月3日,龙旗科技(603341)在互动平台回答投资者提问时表示,公司严格按照相关法 律法规履行信息披露义务,不存在应披露而未披露的事项。 ...
盈趣科技:2025年度向特定对象发行股票申请获深交所受理
Ge Long Hui· 2025-12-03 10:42
格隆汇12月3日|盈趣科技公告,公司于近日收到深圳证券交易所出具的《关于受理厦门盈趣科技股份 有限公司向特定对象发行股票申请文件的通知》,深交所对公司报送的向特定对象发行股票的申请文件 进行了核对,认为申请文件齐备,决定予以受理。公司本次向特定对象发行股票事宜尚需深交所审核通 过,并获得中国证券监督管理委员会同意注册后方可实施。 ...
新雷能:公司产品广泛应用于航空、航天等领域
Zheng Quan Ri Bao Wang· 2025-12-03 09:46
证券日报网讯12月3日,新雷能(300593)在互动平台回答投资者提问时表示,公司产品广泛应用于航 空、航天、数据中心、通信、铁路、船舶等各个领域,是电子设备和机电设备的基础,尤其是在高可靠 和高技术领域发挥着不可替代的重要作用。 ...
ST英飞拓(002528)索赔案件下发损失测算书,投资者诉讼仍在进行中
Xin Lang Cai Jing· 2025-12-03 09:03
登录新浪财经APP 搜索【信披】查看更多考评等级 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! 聚焦英飞拓最新动态:近日,赵敬国律师团队代理的投资者诉深圳英飞拓科技股份有限公司(以下简 称"英飞拓"或"公司")迎来新进展,法院下发第三方机构损失测算意见书。投资者索赔诉讼仍在进行 中。上海市信本律师事务所赵敬国律师(执业证号:13101200410820485)提示,于2020年4月30日至 2024年4月30日之间买入且有持仓,无论在2024年4月30日及之后是否卖出的受损投资者,或可通过"新 浪股民维权平台"自愿登记索赔。(赵敬国律师专栏) 回顾本案,2023年12月28日,英飞拓(002528)收到深圳证监局下发的《行政监管措施决定书》 (〔2023〕265号),经查明,涉嫌违法的事实如下:公司2019-2020年部分收入核算与业务基础不匹 配、2020年部分应收账款虚构收回致财务报告不准确,且2019年自愿披露的4.85亿元业务合同未持 ...
好公司本身就是安全边际,聊聊优质企业的六类核心护城河
雪球· 2025-12-03 08:37
Core Viewpoint - The article emphasizes the importance of a company's competitive advantages, referred to as "moats," in ensuring long-term profitability and investment safety, rather than merely focusing on stock prices [3][28]. Summary by Sections Concept of Moats - A moat is defined as a barrier that protects a company's profits from competitors, making it difficult for them to erode its market position [3][4]. - The essence of a moat is that it allows a company to provide products or services that others cannot replicate easily or at a high cost [4]. Types of Moats 1. **Brand** - Strong brands lead to customer willingness to pay a premium and foster long-term repurchase behavior [6]. - Examples include Moutai and Apple, where brand loyalty creates a "default choice" for consumers [6][7]. 2. **Patents** - Patents provide exclusive rights to produce a product, allowing for high profits during their effective period [8]. - The sustainability of a moat through patents depends on a company's ability to continuously innovate and secure new patents [9]. 3. **Scale and Cost Advantages** - Scale advantages arise when a company can reduce costs to levels that competitors cannot match, as seen with Fuyao Glass [10][12]. - Large-scale operations allow for better pricing power and efficiency, creating a self-reinforcing cycle of growth [12][14]. 4. **High Switching Costs** - High switching costs lock customers into a company's products or services, making it difficult for them to change suppliers [15][16]. - Examples include software systems and financial services where the cost and effort to switch are significant [16]. 5. **Network Effects** - Network effects enhance a product's value as more users join, creating a strong competitive advantage [17][18]. - Platforms like WeChat and Douyin illustrate how user growth leads to increased value and user retention [18][20]. 6. **Talent Attraction** - The ability to attract top talent is a crucial moat, as it leads to better products and innovation [21][22]. - Companies like Apple and Tencent benefit from having the best talent, which in turn enhances their competitive position [22]. Maintenance of Moats - Moats require ongoing maintenance and investment to remain effective; neglecting them can lead to erosion of competitive advantages [24][25]. - Companies that continuously invest in R&D and brand integrity, like Moutai and Apple, are examples of effective moat maintenance [24][25]. Investment Perspective - Investors should focus on companies with wide moats as they provide inherent safety margins due to their ability to maintain profitability over time [26][27]. - The article concludes that identifying companies with strong moats is essential for long-term investment success, as these companies are more likely to sustain high profits [28][29].
佰维存储(688525.SH):ePOP系列产品目前已应用于阿里夸克AI眼镜中
Ge Long Hui· 2025-12-03 07:57
格隆汇12月3日丨佰维存储(688525.SH)在投资者互动平台表示,公司ePOP系列产品目前已应用于阿里夸 克AI眼镜中。此外,公司ePOP系列产品目前已被Meta、Google、小米、小天才、Rokid、雷鸟创新等国 内外知名企业应用于其AI/AR眼镜、智能手表等智能穿戴设备上。 ...
新雷能(300593.SZ):已有低轨卫星电源产品在轨运行
Ge Long Hui· 2025-12-03 07:22
格隆汇12月3日丨新雷能(300593.SZ)在投资者互动平台表示,公司已有低轨卫星电源产品在轨运行,后 续将进行低轨卫星电源产品的系列化开发。 ...
新雷能(300593.SZ):产品广泛应用于航空、航天、数据中心等各个领域
Ge Long Hui· 2025-12-03 07:14
格隆汇12月3日丨新雷能(300593.SZ)在投资者互动平台表示,公司产品广泛应用于航空、航天、数据中 心、通信、铁路、船舶等各个领域,是电子设备和机电设备的基础,尤其是在高可靠和高技术领域发挥 着不可替代的重要作用。 ...
新雷能(300593.SZ):二次电源产品已经向部分客户开始送样
Ge Long Hui· 2025-12-03 07:14
格隆汇12月3日丨新雷能(300593.SZ)在投资者互动平台表示,在海外市场公司合作伙伴为ADI,ADI与 其他厂商进行商务合作,具体客户主要由ADI进行推进。在国内市场公司已经完成3.6KW以下全系列 CRPS服务器电源的开发,该类产品已实现收入,较上年有所上升,但因市场推广因素未达到预期;二 次电源产品已经向部分客户开始送样;三次电源中Power Block已经处于内部测试阶段,VPD产品已有 客户提出需求。 ...