证券日报网讯12月30日，融捷健康（300247）在互动平台回答投资者提问时表示，公司子公司乐金环境 目前专注于智能床面清洁机器人的研发与优化，暂未规划研发家庭扫地机器人项目。 ...

Core Viewpoint - The report from Zhongyou Securities highlights the strong growth of Hongjing Optoelectronics in the panoramic and action camera market, driven by the explosion of social media content and the increasing demand for immersive experiences [1] Industry Summary - The panoramic and action camera market is evolving from niche recording devices to mainstream creative tools for users, influenced by the rise of local manufacturers and various favorable factors such as policy benefits, technological innovation, and application expansion [1] - The industry is expected to experience significant growth, with a forecast for a leap in development due to these combined factors [1] Company Summary - In the first three quarters of 2025, the company achieved revenue of 1.198 billion yuan, representing a year-on-year growth of 51.65% [1] - The growth in revenue is attributed to increased demand from key customers and the successful introduction of new products, with the panoramic/action camera business seeing over 50% year-on-year revenue growth [1] - The company plans to focus on capacity release and customer development to strengthen its leading position in this niche market [1] - Over the next 3-5 years, the company will actively implement a "3+N" product strategy to enhance market share in three main business areas: smart cars, smart homes, and panoramic/action cameras, while also expanding into emerging fields such as AI hardware, machine vision, industrial inspection, and healthcare [1]

格隆汇12月30日丨神思电子(300479.SZ)在互动平台表示，神思智飞可广泛应用于应急救援、空中巡检 及监测等场景。在森林防火场景中，通过高空实时火情监测与疑似烟火源识别预警，为森林防灭火提供 数字化安全防线；在能源管线及工地安全巡检场景中，实现全天候、广覆盖、无人值守情况下对能源管 线及建筑工地全面监控和异常监测等。未来，神思智飞将持续聚焦客户需求，不断拓展更多的行业应用 场景。目前，公司经营状况正常，各项业务按计划有序开展。公司将持续拓展市场，并积极推进相关订 单的实施与交付工作。 ...

来源：新青年馆 2025 年末，黄金全年暴涨近 2000 美元 / 盎司并刷新历史新高，这一异常表现背后，是全球资金对美元 美债法币体系的信任危机。在 G2 争雄、大国竞争的核心背景下，知名智囊学者刘煜辉在华夏基金年度 对话中，勾勒出 2026 年全球经济格局与投资蓝图，提出以 "哑铃策略" 为核心，押注国运与成长的投资 逻辑。 当前全球经济的核心矛盾聚焦于美元体系的内生脆弱性。2025 年，黄金的暴涨并非偶然，而是全球资 本对美元信用坍塌风险的提前定价。美元之所以尚未垮台，关键在于美国 "All in AI" 战略催生的 "新 钱" 支撑 ——AI 科创资本、区块链及加密货币等资产指数级上涨，带动美国 AI 链市值一年暴涨 7 万亿 美金，英伟达跻身 5 万亿美金市值俱乐部，美股市值 22% 被科创 "七姐妹" 占据，日韩股市也因半导体 板块分别大涨 70% 和 20%。但美国 AI 产业存在致命短板：缺乏制造业支撑，无法形成经济闭环。 OpenAI 等企业前端资本开支高达 5000 亿美金，而会员收入仅 600 亿美金，这种严重失衡导致美国科创 巨头股价自 2025 年 10 月起波动加剧，若 AI 产业 ...

（文章来源：每日经济新闻） 融捷健康（300247.SZ）12月30日在投资者互动平台表示，公司子公司乐金环境的智能床面清洁机器人 产品目前尚处于研发测试阶段，尚未正式量产，暂未开放区域代理合作。 每经AI快讯，有投资者在投资者互动平台提问：欲做床面清洁机器人的市级区域代理商，请问该如何 洽谈对接？ ...

登录新浪财经APP 搜索【信披】查看更多考评等级 会议同样以9票同意、0票反对、0票弃权的表决结果，审议通过了《关于召开2026年第一次临时股东会 的议案》。关于此次临时股东会的具体安排，公司将另行发布通知。 备查文件 本次董事会会议的备查文件包括《北京万集科技股份有限公司第五届董事会第二十二次会议决议》。 北京万集科技股份有限公司（证券代码：300552，证券简称：万集科技）于2025年12月29日发布第五届 董事会第二十二次会议决议公告。会议审议通过了关于部分募投项目调整投资规模后结项并将节余募集 资金永久补充流动资金的议案，以及召开2026年第一次临时股东会的议案。 董事会会议召开情况 万集科技第五届董事会第二十二次会议于2025年12月19日以电子邮件方式发出会议通知，并于2025年12 月29日在公司会议室以现场表决方式召开。会议应到董事9名，实到董事9名，符合《公司法》《公司章 程》及相关法律法规的规定。公司高级管理人员列席会议，会议由董事长主持。 会议审议通过多项议案 部分募投项目调整后结项并补充流动资金 会议以9票同意、0票反对、0票弃权的表决结果，审议通过了《关于部分募投项目调整投资规模后结 ...

Core Insights - The article highlights the evolving consumer behavior of the younger generation and high-net-worth individuals, emphasizing their willingness to spend on emotional satisfaction and identity recognition, with a focus on the concept of "乐意" (willingness) in their purchasing decisions [1] Group 1: Consumer Trends - The younger generation is categorized into "professional players," "identity expressers," and "long-term thinkers," each with distinct consumption patterns [4][7][10] - "Professional players" prioritize product efficacy and quality, leading to significant growth in categories like skincare and sports equipment, with some products seeing over 60% growth [4][5] - "Identity expressers" focus on unique aesthetics, with a notable increase in sales of niche luxury brands and designer items, reflecting a shift away from traditional price and logo-based definitions of taste [7] - "Long-term thinkers" adopt a new logic of spending less but investing in high-quality, durable items, with a marked increase in consumers willing to spend over 2000 yuan on winter clothing [11][12] Group 2: Emotional Spending - The concept of "情绪氪金" (emotional spending) indicates that consumers are willing to spend on items that enhance their emotional well-being, with significant growth in categories like EDC products and plush toys, showing increases of over 500% [14] - Young consumers are also creating "healing spaces" in their lives, leading to a near 100% increase in searches for body care products [14] Group 3: Cultural Trends - The rise of "华流" (Chinese cultural flow) reflects a growing appreciation for traditional aesthetics among young consumers, with a 300% increase in high-craft gold jewelry sales [16] - New Chinese elements are increasingly incorporated into modern fashion, with significant sales growth in traditional clothing styles [16] Group 4: Multifunctional Products - The demand for "瑞士军刀" (Swiss Army knife) style products is on the rise, with consumers favoring multifunctional items that serve multiple purposes, leading to substantial sales growth in smart home and pet products [19][20]

一边为9块9的包挂精打细算，一边是买9000元的羽绒服出手阔绰；59元的手机壳要好看又要多功能支 架，2000元的网球拍得追球星同款……以年轻一代和高净值用户为代表的消费者群体，在2025年更愿意 为情绪满足和身份认同买单，他们是日用消费的"淡人"，精神消费的"浓人"。 12月29日，2025天猫发布年度六大消费趋势：专业玩家、穿出人设、长期主义、情绪氪金、华流当道、 一物封神。今年年度消费关键词：【乐意】，现在年轻人的消费观主打一个看心情，他们的消费哲学是 这样的："千金难买我乐意，为我乐意散千金"。 专业玩家 成分、参数站C位，适合自己才是硬道理。 过去一年，成分党、装备党、健康党……各个领域的"专业玩家"层出不穷，"要玩就玩到点子上"成年轻 人新的消费准则。 "科研党"买火"科学护肤"赛道。天猫数据显示，今年消费者关注的抗老、修复、补水、抗敏、防晒等功 效护肤产品同比均有两位数提升。除了给肤质"把脉"，大家也关心自己的"头等大事"。过去一年，天猫 国际进口头皮护理类产品成交增长超60%，月桂醇、硅油、苯甲酸钠被打入"秃头黑名单"。 "装备党"也在旷野兴起。每开启一样新的运动，就入坑一套新的装备，打球要配 ...

Group 1 - The article highlights that from December 25 to December 26, 18 new IPOs were accepted by the Shanghai, Shenzhen, and Beijing stock exchanges, marking a significant increase from 77 IPOs in the previous year to a total of 234 this year [1][2]. Group 2 Company: Shenyang Compressor Group Co., Ltd. - The company was established in 2003 and transformed into a joint-stock company in 2010, with a registered capital of 2,799.00233 million yuan [3]. - The main business includes manufacturing energy and chemical equipment, industrial services, and strategic emerging industries, focusing on products like centrifugal compressors and nuclear pumps [4]. - The controlling shareholder is Shenyang Iron West State-owned Assets Management Co., Ltd., holding 43.07% of the shares [5]. - The company reported revenues of 739.58966 million yuan in 2022, projected to grow to 930.90530 million yuan in 2024 [6]. - The company aims to raise 2,134.4695 million yuan through its IPO for four projects, including enhancing the quality of core components and developing green technology equipment [11][12]. Company: Dandong Dongfang Measurement and Control Technology Co., Ltd. - Founded in 1995 and transformed into a joint-stock company in 2013, with a registered capital of 89.1 million yuan [14]. - The company specializes in providing intelligent online detection and analysis equipment for various industries, including mining and petrochemicals [15]. - The controlling shareholder is Liaoning Dongfang Measurement and Control Group Co., Ltd., holding 68.07% of the shares [16]. - The company reported revenues of 60.34799 million yuan in 2022, with a projected increase to 56.71718 million yuan in 2024 [17]. - The IPO aims to raise 110 million yuan for projects including the industrialization of intelligent online analysis instruments [23][24]. Company: Guangdong Jiuan Intelligent Technology Co., Ltd. - Established in 2007 and transformed into a joint-stock company in 2022, with a registered capital of 48.5 million yuan [25]. - The company focuses on manufacturing smart visual products and providing IoT services, with applications in smart home security and health monitoring [26]. - The company reported revenues of 48.38146 million yuan in 2022, expected to grow to 77.96917 million yuan in 2024 [26]. - The IPO is set to raise funds for projects related to smart visual products and IoT platform development [28].

北京商报讯(记者马换换李佳雪)12月26日晚间，深交所官网显示，南昌三瑞智能科技股份有限公司(以下 简称"三瑞智能")创业板IPO当日上会获得通过。 在上市委会议现场，上市委要求三瑞智能结合产品下游市场需求、行业竞争格局、产品竞争力及研发投 入、主要客户稳定性、非直销客户终端销售等情况，说明业绩增长是否具有可持续性，相关风险揭示是 否充分。 据了解，三瑞智能主营业务为无人机电动动力系统及机器人动力系统的研发、生产和销售，并积极布局 电动垂直起降飞行器(eVTOL)动力系统产品。公司IPO于2025年5月30日获得受理，当年6月15日进入问 询阶段。本次冲击上市，三瑞智能拟募集资金约7.69亿元。 ...