中国经济网北京5月9日讯 美迪凯(688079.SH)近日发布的2024年年度报告显示，2024年，公司实现营业收 入4.86亿元，同比增长51.38%；归属于上市公司股东的净利润-1.02亿元，上年同期为-8445.09万元；归属 于上市公司股东的扣除非经常性损益的净利润-9308.72万元，上年同期为-7515.99万元；经营活动产生的 现金流量净额7672.71万元，同比减少40.14%。 2023年，美迪凯实现营业收入3.21亿元，同比下降22.48%；归属于上市公司股东的净利润-8445.09万元， 上年同期为2208.91万元；归属于上市公司股东的扣除非经常性损益的净利润-7515.99万元，上年同期为 2155.70万元；经营活动产生的现金流量净额为1.28亿元，同比下降31.53%。 2025年4月30日，美迪凯发布关于提请股东大会授权董事会以简易程序向特定对象发行股票的公告。美迪 凯于2025年4月28日召开第二届董事会第二十二次会议，审议通过了《关于提请股东大会授权董事会以简 | | | 易程序向特定对象发行股票的议案》，同意公司董事会提请股东大会授权董事会决定向特定对象发行融资 总额不超 ...

证券代码：600363 股票简称：联创光电 编号：2025-042 江西联创光电科技股份有限公司 关于公司增加 2025 年度银行综合授信额度的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示 为保证公司生产经营和业务发展需要，公司于 2025 年 5 月 9 日召开第八届 董事会第二十一次临时会议，审议通过了关于向江西银行南昌高新支行相关授信 额度事项，同意公司向江西银行南昌高新支行申请人民币 15,600 万元（敞口类 额度）银行综合授信额度，本次会议审议通过的授信额度事项期限为公司第八届 董事会第二十一次临时会议决议签署之日起至 2025 年年度股东大会召开之日止 有效。本次申请人民币 15,600 万元银行综合授信额度后，公司 2025 年可向银行 等金融机构申请综合授信总额度不超过人民币 519,100 万元。具体情况如下： | | | | 单位：万元 | | | --- | --- | --- | --- | --- | | 序号 | 银行名称 | 议案审议前授 | | 议案审议后 | | ...

关于苏州天禄光科技股份有限公司 首次公开发行股票并在创业板上市持续督导保荐总结报告书 根据中国证券监督管理委员会证监许可20212058 号文批复，并经深圳证 券交易所同意，苏州天禄光科技股份有限公司（以下简称"天禄科技""发行 人"或"公司"）由主承销商中泰证券股份有限公司于 2021 年 8 月 4 日在深圳证 券交易所采取网下向符合条件的投资者询价配售和网上向持有深圳市场非限售 A 股股份或非限售存托凭证市值的社会公众投资者定价发行相结合的方式向社 会公众公开发行人民币普通股（A 股）2,579.00 万股，发行价为每股人民币 用 4,573.69 万元后，募集资金净额为 36,200.30 万元。公司首次公开发行的股票 于 2021 年 8 月 13 日上市交易。 中泰证券股份有限公司 根据中国证监会的规定，保荐机构对天禄科技首次公开发行股票项目的持 续督导期为 2021 年 8 月 13 日至 2024 年 12 月 31 日。持续督导期间，保荐机构 及保荐代表人根据中国证监会的相关规定及深圳证券交易所等监管部门的有关 要求，认真履行持续督导职责，主要保荐工作具体如下： 人、其他关联方违规占用公司资 ...

Core Viewpoint - The 20th "China Optics Valley" International Optoelectronic Exposition will be held from May 15 to 17, showcasing advancements in the optoelectronic industry and emphasizing the integration of optoelectronics with AI and other emerging fields [1][2]. Group 1: Event Overview - The exposition is organized by the Hubei Provincial Government and will take place at the China Optics Valley Science and Technology Exhibition Center, featuring an exhibition area of approximately 25,000 square meters [1]. - A total of 390 companies from 12 countries and regions will participate, with notable attendance from 24 domestic and international academicians and over 230 renowned entrepreneurs [1][2]. - The event is expected to attract around 60,000 professional visitors, continuing its role as a significant platform for the global optoelectronic industry [3]. Group 2: Themes and Focus Areas - This year's theme is "Light Connects Everything, Intelligence Guides the Future," focusing on the integration of optoelectronic technology with AI, low-altitude economy, smart vehicles, and intelligent manufacturing [2]. - The exposition will feature a new exhibition area for "unmanned control equipment" and highlight applications such as "light + unmanned control equipment," "light + robotics," and "light + AI" [2]. Group 3: Innovation and Development - The event will host over 20 business matching and academic activities, including the 2025 China Optics Valley Optoelectronic Information Industry Innovation Development Conference [2]. - Reports on the development of the optoelectronic industry will be released, providing insights into key technological breakthroughs and directions for world-class industrial cluster development [2]. Group 4: Historical Context and Impact - Since its inception in 2002, the exposition has successfully held 19 sessions, attracting over 6,800 top enterprises from more than 30 countries and receiving over 600,000 professional visitors [3]. - The exposition aims to strengthen the unique advantages of the Optics Valley's optoelectronic information industry and contribute to the high-level technological self-reliance of China in this field [3].

打出三张"国际牌"，助力我国在全球创新链中占据更高地位。 5月15日至17日，第二十届"中国光谷"国际光电子博览会（下称"光博会"）将在武汉举行。第一财经记 者从湖北省政府专题新闻发布会上获悉，本届光博会首次与联合国教科文组织"国际光日"组委会达成合 作，被纳入国际光日全球系列活动，全球朋友圈得以进一步扩容。 武汉光电子信息产业也随光博会发展，正加速迈向万亿级。武汉市人民政府副秘书长姚晴介绍，2024年 全市光电子信息产业（含软件）规模7566亿元，同比增长11.7%。其中电子信息制造业产值4045亿元， 同比增长8%，增速位居工业各行业首位；软件业务收入3521亿元，同比增长16.7%。今年1～3月，全市 光电子信息产业规模1695亿元，同比增长11%。 作为武汉光电子信息产业主战场，武汉东湖高新区将在本届光博会上打出三张"国际牌"，助力我国在全 球创新链中占据更高地位。 据悉，本届光博会紧扣"光电+AI"融合趋势，聚焦光电子技术与人工智能、低空经济、智能汽车、智能 制造等新兴领域，在以往激光光学和光通信的基础上持续加码，并在外场首次设置"空天地海"无人驾控 装备实景场，以"光+无人驾控装备""光+机器人" ...

Group 1: Impact of Tariffs on Guangdong Industries - Since April, the U.S. has imposed tariffs that have significantly impacted global trade, prompting Guangdong, China's largest economy and foreign trade province, to actively respond [1] - Various industries in Guangdong, including home furnishings, small appliances, and textiles, are adapting by exploring new development paths and leveraging platforms like the Canton Fair [1][2] - Companies are focusing on high-end customized products, building their own brands, and enhancing bargaining power while tapping into domestic demand and expanding overseas production capacity [1] Group 2: Market Strategy Adjustments - Companies like Hengjia Craft Products have shifted their market focus to Europe, particularly France, achieving substantial order volumes by aligning products with regional cultural demands [2] - Guangdong small appliance firms are targeting Southeast Asia and the Middle East, with companies like Xinyuntao Technology actively seeking new customers at trade fairs [3] - The strategy of transitioning from single-function products to scene-adapted offerings is being adopted by companies to better meet market demands [4][5] Group 3: Domestic Market Exploration - Companies are increasingly recognizing the potential of the domestic market, with some, like Shenzhen's Innovation Micro-Yue, pivoting their business focus to local consumers [5][6] - The toy industry in Guangdong is noted for its robust supply chain, making it difficult for U.S. markets to shift away from reliance on Chinese production [6] - Water product exporters, such as Guolian Aquatic Products, are adapting by offering high-quality products at competitive prices to domestic consumers [6][7] Group 4: Overseas Production and Bargaining Power - The ceramics industry in Guangdong is undergoing transformation, with companies like Kabuqichino investing in overseas production facilities to mitigate tariff impacts [8][9] - Lighting companies are enhancing their bargaining power and exploring new markets while establishing overseas production bases to reduce tariff effects [10][11] - The trend of relocating production to regions like Southeast Asia is growing, with companies like Zhaoming Technology acquiring local firms to facilitate production and distribution [11] Group 5: U.S. Market Concerns - U.S. businesses are increasingly anxious about the impact of tariffs, with associations warning that the new policies could destabilize local economies reliant on Chinese imports [12][14] - The wedding dress industry in the U.S. is particularly affected, with a significant portion of production occurring in China, leading to increased costs and supply chain delays [13][14] - The overall sentiment among U.S. retailers and consumers indicates a growing realization of the interdependence between U.S. and Chinese industries, emphasizing the unstoppable trend of economic globalization [14]

Core Insights - The conference focused on the integration of artificial intelligence (AI) and the photonics industry, emphasizing its role as a strategic technology driving a new wave of technological revolution and industrial transformation [1] - The launch of the OptoChat AI model, designed specifically for the photonics sector, aims to enhance research and development efficiency and accelerate industrial transformation [1] Group 1 - The conference, titled "AI Empowerment, Light Opens the Future," was held in Nanjing and aimed to create a new starting point for innovative research paradigms and collaborative industrial development [1] - The OptoChat AI model integrates over 300,000 pieces of data, including patents, literature, and industry resources related to photonic chips, showcasing its strong data analysis and intelligent algorithm capabilities [1] - A global initiative for building a sustainable photonics industry ecosystem was announced, promoting collaboration among various ecological partners [1] Group 2 - Experts from various institutions, including Hong Kong Polytechnic University and Nanjing University, presented specialized reports on the applications of AI in photonics [2] - The event was attended by representatives from government, universities, research institutes, and enterprises, highlighting the collaborative nature of the photonics industry [3]

证券之星消息，根据市场公开信息及5月8日披露的机构调研信息，天弘基金近期对5家上市公司进行了调研，相关名单如下： 1)福昕软件(天弘基金管理股份有限公司参与公司特定对象调研) 调研纪要：福昕软件在智能文档处理赛道具备先发优势，订阅客户以中小企业为主，也有大型客户。公司通过深化产品云化转型和加强全球营销 网络布局来推动订阅收入增长。尽管大模型技术快速发展，公司在文档处理领域的技术壁垒依然稳定。公司推出了Smart Command功能，并计划 将现有产品进行MCP协议升级。公司以智能文档处理为战略重点，推出短链条、分布式gent产品。报告期内，公司应收账款与合同负债同步增 长，主要受订阅转型和并购影响。AI收入分布在多个产品分类中，AI将推动业务模式转型升级。国内市场对AI需求更踊跃，公司制定了差异化策 略。公司未建立专门渠道续费率考核机制，续费率维持在稳定较高水平。 2)莱绅通灵（603900）(天弘基金参与公司线上交流) 调研纪要：莱绅通灵2024年收入快速增长，2025年一季度延续增长势头并扭亏为盈。公司通过推出差异化黄金产品，强化品牌定位，加大研发投 入，优化业务结构和精细化运营管理，推动业绩增长。202 ...

07:40 不沿边、不靠海的湖北以提升枢纽功能和集散效应为抓手，持续织密覆盖全省、通达全国、辐射全球的立体交通网络。高铁4小时可达全国80%的重要城 市，"市市通高铁"顺利实现；长江黄金水道货轮如织，万吨巨轮可直达武汉；中欧班列联通欧亚，连续两年开行突破千列……以建设陆海空"三条丝绸之 路"战略枢纽打造新时代"九州通衢"，以离岸在岸一体化推动新时代"九州通商"，以高标准制度型开放推进新时代"九州通融"，湖北正以更开放的姿态，迎 接世界的目光。 近年来，湖北省持续做好生态修复、环境保护、绿色发展"三篇文章"。如今，长江干流、丹江口库区水质稳定在Ⅱ类以上，水清岸绿的生态美景成为常态。 作者：饶饶、王自宸、潘志伟、季晓庄、陈田浩 风拂荆楚，万物繁茂；江涌新潮，千帆竞发。湖北正以更加昂扬奋发的姿态和实干争先的劲头，在长江经济带高质量发展中奋勇争先，加快建成中部地区崛 起的重要战略支点，奋力谱写中国式现代化湖北篇章。 湖北承东启西、联南通北，在中部地区区位优势突出，在国家发展大局中地位重要。2024年，湖北省地区生产总值同比增长5.8%，经济总量迈上6万亿元台 阶。 2024年，湖北高新技术企业总量突破3万家，高新技术 ...

Core Viewpoint - The company is actively adjusting its production bases and expanding its product offerings in the optical components sector, particularly focusing on laser radar and waveguide technologies, which are crucial for the development of smart driving and augmented reality applications [2][3][4][5]. Production Base Adjustments - The company has initiated adjustments to its four major production bases to better align with customer demands, with a timeline of one to two years for full implementation [2]. Laser Radar Business - The company is a key supplier of glass-based laser radar window components, which are essential for smart driving technology, and is experiencing increasing demand from various sectors, including humanoid robotics [3]. Waveguide Technology - The company is focusing on reflective waveguide technology, which offers advantages in color, resolution, and field of view, although mass production remains a global challenge [4][5]. Optical Components for AR Glasses - The company has a long-standing presence in the optical components market for AR glasses and is continuously developing new optical products to meet the evolving needs of clients [7][8]. Financial Performance - In Q1 2025, the company reported a revenue of 1.482 billion yuan, a year-on-year increase of 10.2%, and a net profit of 221 million yuan, up 23.67% year-on-year, indicating strong financial health [10]. Institutional Ratings - Over the past 90 days, 20 institutions have rated the stock, with 17 buy ratings and 3 hold ratings, reflecting positive market sentiment [10]. Profit Forecasts - Various institutions have provided profit forecasts for the company, with projected net profits for 2025 ranging from 1.209 billion yuan to 1.371 billion yuan, indicating expected growth in the coming years [11].