Core Viewpoint - The company has a strong shareholder backing and rich resources, focusing on expanding its business through acquisitions and diversifying into three main sectors: medical, optical, and electrical [1] Group 1: Company Overview - The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market in 2012 and has since expanded its business through acquisitions in 2015 and 2018 [1] - Yizhuang Investment became the controlling shareholder in 2021, with a registered capital of 18.8 billion yuan and managed assets of 145.1 billion yuan [1] Group 2: Business Segments - The company focuses on the entire value chain of digital pathology, building an integrated ecosystem covering R&D, manufacturing, sales, and services [2] - The optical division has over 30 years of experience, specializing in optical microscopes and related systems, with a customer network spanning 109 countries [3] - The smart electrical business specializes in epoxy insulation components, covering voltage levels from 10kV to 1,100kV, and has established long-term partnerships with leading global companies [4] Group 3: Financial Performance and Projections - The company anticipates revenue growth from 1.477 billion yuan in 2025 to 1.852 billion yuan in 2027, with corresponding net profits increasing from 174 million yuan to 260 million yuan [5] - The earnings per share (EPS) are projected to rise from 0.34 yuan in 2025 to 0.50 yuan in 2027, reflecting a stable growth outlook [5]

NO.1 "碳捕集第一股"首钢朗泽再次启动招股 7月7日，首钢朗泽（HK02553）刊发了补充招股章程。公司定于7月7日至10日招股，拟全球发售2015.98万股H股，每股发售价14.50~18.88港 元，预期于7月15日正式挂牌上市。日前，首钢朗泽因涉诉推迟了上市时间。 点评：首钢朗泽发布补充招股章程，修订及补充内容包含额外资料、更新上市时间表等，此举显示了公司透明度，有利于增强市场信心。不 过，此次法律纠纷可能影响投资者对公司治理和未来潜在法律风险的评估。 NO.2富卫集团上市首日微涨1.05% 7月7日，李嘉诚次子李泽楷创立的富卫集团（HK01828，股价38.40港元）正式登陆港交所主板。李泽楷出席了上市仪式，但并未敲锣。上市 首日，富卫集团股价平开，一度走跌后又缓慢回升，截至收盘仅微涨1.05%。富卫集团每股定价38港元，共发行9134.21万股股份，每手100 股。 点评：富卫集团的上市首日表现可能受到市场对其业务模式和成长潜力的初步评估影响。市场表现平稳，未出现大幅波动，反映出投资者对 保险科技行业前景的谨慎态度。 点评：这些财务数据反映出汇景控股面临严峻的经营挑战，市场需密切关注其财务状况及 ...

Group 1 - The company plans to invest 120 million yuan in Zhuoguangrui Technology, acquiring a 19.3548% stake [1] - The investment will primarily support the research and development of domestic projection exposure machines and related components [1] - This investment aligns with the company's strategic transformation from traditional manufacturing to a technology-driven model, enhancing its layout in strategic business areas [1] Group 2 - Precision optical products and semiconductor projection exposure machines are essential hardware foundations for the development of the digital economy and artificial intelligence industries [1] - The investment represents a new focal point for the company's transformation and upgrade strategy, contributing to the establishment of a new development model [1]

2025 年 7 月 7 日 【今日关注】 7 月 4 日创了短期的新高，温和放量，但是前期两个高点并未有效突破。 板块方面，10 几个板块收跌，总体还是强势。大盘收上影创新高，动 用的板块还是以金融类为主。从行为上看，资金当日试探性上攻意图 明显，但是月线偏离小周期均线，本周如何修复有待观察。形态方面， 上攻已经进入去年 10 月的量堆区间，有可能会出现宽幅震荡的走势。 板块轮动有一定的规律性，持续性上攻需要关注金融类板块。宏观利 好不断加码，落实还需要时间，新能源、算力等方向仍然是长期投资 机会。 短期建议观察为主，长上影，大周期偏离较远，如果是持续上攻有急 震的需求。长期来看，围绕国家政策扶持的相关产业还是主要投资方 向，投资者可借助短期的调整，寻找更合适的投资机会。 每日市场观察 【市场回顾】 市场概况：7 月 4 日，市场全天冲高回落，三大指数涨跌不一，沪指一 度涨超 1%逼近 3500 点。截至收盘，沪指涨 0.32%，深成指跌 0.25%， 创业板指跌 0.36%。 【资金面】 主力资金流向：7 月 4 日，上证净流入 147.02 亿元，深证净流入 1.76 亿元。行业板块方面，主力资金流入前 ...

Key Points - The core viewpoint of the articles highlights the financial performance and operational updates of Guangfeng Technology, indicating significant challenges in profitability despite some revenue growth in specific segments [1][2][4]. Financial Performance Summary - For the year 2024, Guangfeng Technology reported a total revenue of 2.41857 billion RMB, with over 600 million RMB coming from the automotive business [1][4]. - The net profit attributable to shareholders was approximately 27.95 million RMB, reflecting a year-on-year decline of 72.91% [1][4]. - In the first quarter of 2025, the company achieved a revenue of approximately 461.38 million RMB, representing a year-on-year growth of 3.67% [2][4]. - However, the net profit attributable to shareholders for Q1 2025 was a loss of approximately 21.36 million RMB, marking a year-on-year decline of 147.95% [2][4]. Cash Flow and Shareholder Returns - The net cash flow from operating activities for 2024 was approximately 87.22 million RMB, down 76.04% year-on-year [1]. - The company announced a cash dividend of 0.25 RMB per share, totaling approximately 11.42 million RMB, which constitutes 40.86% of the net profit for 2024 [1]. - The total amount for cash dividends and share buybacks reached approximately 130.85 million RMB, exceeding the net profit for 2024 by 468.12% [1]. Research and Development - In 2024, Guangfeng Technology invested approximately 248 million RMB in R&D, accounting for 10.24% of its revenue [3]. - The R&D expenditure increased by 16.65% year-on-year, with R&D accounting for 13.66% of revenue in Q1 2025, up by 1.52 percentage points [2][3]. Environmental, Social, and Governance (ESG) Achievements - The company made significant strides in its automotive optical business, achieving over 600 million RMB in annual revenue and launching innovative products [3]. - Guangfeng Technology's ALPD® technology helped cinema clients save approximately 6.82 billion kWh of electricity and reduce CO2 emissions by 586,800 tons [3]. - The new headquarters received green building certification, emphasizing the company's commitment to sustainability [3].

Group 1 - The core stock price of Aobi Zhongguang (688322) closed at 58.06 yuan, down 0.15% from the previous week [1] - The highest intraday price this week was 61.59 yuan on July 2, while the lowest was 56.74 yuan on July 3 [1] - The current total market capitalization of Aobi Zhongguang is 23.288 billion yuan, ranking 7th out of 93 in the optical and optoelectronic sector and 682nd out of 5149 in the A-share market [1] Group 2 - As of June 30, 2025, Aobi Zhongguang has repurchased a total of 403,622 shares, with a total expenditure of 20,027,085.97 yuan [1] - The share repurchase plan was first disclosed on April 9, 2025, with an implementation period of no more than three months, and an expected repurchase amount between 20 million and 40 million yuan [1] - The repurchased shares account for 0.10% of the total share capital, with the highest repurchase price being 53.50 yuan per share and the lowest being 41.63 yuan per share [1]

【导读】稳定币概念股异动拉升，电力股多股涨停 一起来看下上午的市场情况及资讯。 7月4日，A股市场盘中走高，三大指数全线翻红。截至午间收盘，沪指涨0.41%，深成指涨0.05%，创业板指涨0.18%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3475.24 | 10540.00 | 1426.61 | | +14.09 +0.41% | +5.42 +0.05% | -15.56 -1.08% | | 科创50 | 创业板指 | 万得全A | | 984.02 | 2168.03 | 5345.71 | | -0.93 -0.09% | +3.95 +0.18% | +5.57 +0.10% | 从板块来看，稳定币概念股异动拉升，电力、银行、软件等板块涨幅居前，而化工、贵金属、锂电等板块震荡调整。 稳定币概念股再度走强，国泰君安国际涨幅一度扩大至22%。截至发稿，该股报4.52港元/股，总市值为430亿港元。 今年以来，国泰君安国际累计大涨320%。 消息面上，国泰君安国际此前宣布获得虚拟资产牌照，机构看好其增量市场空间打开。 | | | Wind热门概念指数 ...

携手构建健康视光产业新生态 霍思文感谢广州长期以来对蔡司集团发展的关心支持，并介绍集团光学业务经营情况和发展规划。他 说，蔡司集团始终将广州作为投资布局的重点区域，得益于广州一流的营商环境和良好的产业生态，扎 根广州30年来各项业务取得长足发展。集团在光学消费品和医疗技术等领域的战略规划与广州产业发展 方向高度契合，对广州未来发展充满信心，将继续深耕广州，加快在穗业务数字化、智能化转型，谋划 落地更多创新业务。 市直有关部门和区负责人参加。 相关附件 7月3日，广州市委书记郭永航在穗会见德国蔡司集团执行董事会成员、消费光学事业部首席执行官霍思 文，蔡司光学中国区总裁杨晓光一行。 郭永航对霍思文一行表示欢迎，对蔡司集团给予广州发展的大力支持表示感谢。他说，广州是全国先进 制造业基地、国际科技创新中心重要承载地和国际商贸中心，产业基础扎实、创新资源集聚、应用场景 丰富，当前正深入学习贯彻习近平总书记对广东系列重要讲话和重要指示精神，着力推进深层次改革和 高水平开放，坚持产业第一、制造业立市，深入实施"人工智能+"行动，加快建设"12218"现代化产业体 系，以科技创新引领新质生产力发展，为全球企业提供了广阔发展空 ...

光学巨头蔡司宣布对德国巴登-符腾堡州Aalen 工厂实施大规模结构性调整，旨在重构生产体系——通过 引入自动化生产线与智能质检系统，将单片镜片生产能耗降低35%，同时腾出空间建立"新工艺研发中 心"。 ...

大规模生产能力与全球产能扩张：除了精密制造能力外，康耐特还积累了大规模生产经验。管理层指 出，凭借强大的生产管理技能，公司能在短时间内为客户生产数百万片不同规格的定制化镜片。康耐特 也在积极从中国/日本向更多地区扩张，新的泰国工厂预计于2026年投产。 高盛与管理层会面主要收获： AI/AR眼镜的定制化镜片，推动产品结构升级：由于AI/AR眼镜需要更轻的重量和更薄的厚度以确保良 好的终端用户体验，管理层指出，处方镜片的平均售价远高于传统的spectacle镜片。管理层表示，旗舰 级AI/AR机型采用1.74高折射率镜片，与1.50有机材料相比，厚度减少43%，重量减轻32%。康耐特已与 多家全球科技和消费电子公司开展合作，并参与眼镜的研发项目。该公司能够在3天内为客户交付定制 化镜片，助力AI/AR眼镜客户扩大规模。 智通财经APP获悉，高盛发布研报称，康耐特光学(02276)管理层对AI/AR眼镜需求的乐观态度，与该行 对其出货量增长和未来市场发展的积极看法一致。这一市场的增长得益于产品的可负担性、不断增多的 使用场景以及人工智能功能的日益整合。能看到科技领军企业正纷纷进入该市场，该行预计2024-2030 ...