加入联盟会员▲免费领出海报告 文 / 巴九灵（微信公众号：吴晓波频道） 2024年，中国连续第12年稳居泰国第一大贸易伙伴。2025年上半年，中国对泰直接投资同比增长42%，成为拉动泰国外资增长的关键动力。最新数据显示，泰国的中资企业数量已经突破3000家。 中国的资本、供应链与商业模式正全面"南下 " 。这个以旅游闻名的"微笑国度"，正悄然变身为新能源汽车产业、数字经济、现代物流和高端制造出海绕不开的一站。 为此，吴晓波频道、华商出海产业联盟与全球进出口贸易数据服务商腾道数据联合推出《2026年出海泰国专题报告》 （文末领取完整报告） ，从产业基本面、贸易全景图到政策解读、产业机会、出海注意事项，为企业提供全方位的出海指南和实战策略。 从"泰国4.0"到"中国产能+" 2024年，泰国工业增加值达到1691亿美元，制造业增加值达1280亿美元，其产业结构正在经历一场由国家战略牵引的深刻重构。服务器、智能电子等技术密集型产品出口实现约12%的同比增长，产业重心从传统加工向高附加值制造延伸。 泰国政府2016年推出"泰国4.0"战略，目标直指高附加值产业。其核心载体——东部经济走廊（EEC），覆盖春武里、罗勇、 ...

Core Viewpoint - Yulong Technology is attempting to go public again after two and a half years, marking a significant step for its actual controller, Wang Yalong, in expanding his presence in the A-share market [1][3]. Group 1: Company Overview - Wang Yalong and his wife, Li Hongyan, control 74.16% of Yulong Technology, making them the actual controllers of the company [3]. - Yulong Technology was established in 2014 in collaboration with Lite-On Technology (688150.SH) and Xi'an Yulong [3]. - If the IPO is successful, the Wang couple will hold stakes in two listed companies in the A-share market [3]. Group 2: Financial Performance - Yulong Technology's revenue from 2022 to the first half of 2025 was 740 million, 698 million, 1.095 billion, and 597 million yuan respectively, while net profits were 66.84 million, 75.72 million, 121 million, and 70.32 million yuan [7]. - The company plans to raise 1 billion yuan in this IPO, a reduction from the 1.5 billion yuan initially sought in 2023 [7]. - The gross profit margin has declined from 38.36% in 2019 to 22.56% in the first half of 2025, a drop of over 15 percentage points [11]. Group 3: Customer Dependency and Market Challenges - Yulong Technology heavily relies on a single major client, BOE Technology Group, which accounted for 53.58% of sales in the first half of 2025 [10]. - The company faces challenges such as declining pricing power and issues related to the independence of related party transactions [9]. Group 4: Strategic Developments - Following the announcement of Yulong Technology's IPO, Lite-On Technology, another company controlled by Wang Yalong, is venturing into high-end electronic materials, focusing on quartz fiber electronic cloth [13]. - Lite-On Technology has initiated several new projects, including a 766 million yuan convertible bond issuance aimed at developing perovskite materials [13].

Core Viewpoint - Yulong Technology is making a second attempt at an IPO after two and a half years, marking a significant step for its actual controller, Wang Yalong, in expanding his presence in the A-share market [1]. Group 1: Company Overview - Wang Yalong and his wife, Li Hongyan, control 74.16% of Yulong Technology, making them the actual controllers of the company [3]. - Yulong Technology was established in 2014 in collaboration with Lite-On Technology (688150.SH) and Xi'an Yulong [3]. - If the IPO is successful, the Wang couple will control two listed companies in the A-share market [3]. Group 2: Financial Performance - Yulong Technology's revenue from 2022 to the first half of 2025 was 740 million, 698 million, 1.095 billion, and 597 million yuan respectively, while net profits were 66.84 million, 75.72 million, 121 million, and 70.32 million yuan [5]. - The company plans to raise 1 billion yuan through the IPO, a reduction from the 1.5 billion yuan initially targeted in 2023 [5]. - The total assets of Yulong Technology as of June 30, 2025, were approximately 1.489 billion yuan, with a debt ratio of 26.96% [6]. Group 3: Customer Dependency and Profitability - Yulong Technology heavily relies on a single major customer, BOE Technology Group, which accounted for 53.58% of sales in the first half of 2025 [8]. - The company's gross profit margin has declined from 38.36% in 2019 to 22.56% in the first half of 2025, a drop of over 15 percentage points [9]. Group 4: Strategic Developments - Following the announcement of Yulong Technology's IPO, Lite-On Technology is also venturing into high-end electronic materials, focusing on the research and production of quartz fiber electronic cloth [10]. - Lite-On Technology has initiated several new projects, including a 766 million yuan convertible bond issuance aimed at advancing perovskite material production [10]. - Wang Yalong is personally overseeing the new business initiatives at Lite-On Technology, indicating a dual strategy of expanding both Yulong Technology and Lite-On Technology simultaneously [10].

COLUM ART COAT 下落 / 青山市 2025年对A股来说是重要一年 2025年8月18日,A股总市值首破100万亿 元，创历史新高 年度派现总额2.6万亿元,也创下历史新高 2025年，湖北A股上市公司成绩如何? 总市值涨了41% 2025年1月2日A股第一个交易日，湖北A股上市 公司总市值约为1.416万亿元; 12月31日后一个交易日，约为1.996万亿元，增 长约41%。 从股价涨幅来看，19家上市公司涨幅破100%， 股价翻番。 其中，长飞光纤涨幅最高，为290.9%，总市值从 216.15亿元跃升至963.35亿元。 华工科技股价涨84%、市值一度破1000亿。 ANA WITH WANT THE IN 52家上市公司市值超100亿，104家股价上涨。 数据来源： Wind 新增家 上市公司 2025年，湖北迎来了9位上市公司"新人"。 一 有成功登陆A股的兴福电子、宏海科技、超颖电 子、禾元生物; 也有成功登陆港股的元光科技、大众口腔、香江 电器、翰思艾泰; 迁入一家久量股份。 今年10月，"稻米造血第一股"禾元生物的上市 备受期待，它成为科创板成长层首家上市公司。 数据来源： Win ...

Core Insights - The A-share market in 2025 has seen significant stock performance, with the top ten stocks achieving remarkable gains, led by Shangwei New Materials with an increase of 1820.28% [1][2] - Shangwei New Materials has issued a risk warning, stating that its intelligent robot business is still in the product development stage and has not yet achieved mass production or sales, which is expected to have no positive impact on its 2025 performance [1] Group 1: Top Performing Stocks - Shangwei New Materials (688585) has a year-to-date increase of 1820.28%, with a market capitalization of 514 billion and a price-to-book ratio of 38.52 [2] - Tianpu Co., Ltd. (605255) has seen a rise of 1645.35%, with a market capitalization of 292 billion and a price-to-book ratio of 36.23 [2] - Haibo Sichuang (688411) has increased by 1208.72%, with a market capitalization of 450 billion and a price-to-book ratio of 10.05 [2] - ST Yushun (*ST宇顺) has a gain of 719.38%, with a market capitalization of 81.75 billion and a price-to-book ratio of 37.36 [2] - Jiangnan New Materials (603124) has risen by 654.12%, with a market capitalization of 115 billion and a price-to-book ratio of 6.40 [2] - ST Yazhen (*ST亚振) has increased by 636.70%, with a market capitalization of 119 billion and a price-to-book ratio of 50.73 [2] - Shenghong Technology (300476) has seen a rise of 586.02%, with a market capitalization of 2503 billion and a price-to-book ratio of 16.50 [2] - Feiwo Technology (301232) has increased by 581.66%, with a market capitalization of 127 billion and a price-to-book ratio of 8.97 [2] - Filinger (603226) has risen by 568.50%, with a market capitalization of 112 billion and a price-to-book ratio of 12.38 [2] - Ding Tai High-Tech (301377) has increased by 567.15%, with a market capitalization of 570 billion and a price-to-book ratio of 22.88 [2]

据交易所数据显示，截至12月31日开盘一小时，大盘主力资金净流出200.86亿元。主力资金流出前十大板块分别为： 汽车零部件（-23.82亿元）、 半导体 （-18.25亿元）、 通用设备（-18.00亿元）、 专用设备（-17.90亿元）、 电网设备（-15.08亿元）、家电行业（-14.73亿元）、农牧饲渔（-13.03亿元）、电 子元件（-11.34亿元）、 光伏设备（-10.88亿元）、 消费电子（-8.83亿元）。 | 汽车零部件 | -0.25 | -23.82亿元 | 超捷股份 | | --- | --- | --- | --- | | 半导体 | -0.16 | -18.25亿元 | C蛋- | | 通用设备 | -0.53 | -18.00亿元 | 新菜应材 | | 专用设备 | -0.51 | -17.90亿元 | 南兴股份 | | 电网设备 | -0.83 | -15.08亿元 | 精达股份 | | 家电行业 | 0.08 | -14.73亿元 | 朗迪集团 | *数据仅供参考，不构成投资建议 | 农牧饲渔 | -1.07 | -13.03亿元 | *ST万方 | | --- | --- ...

Core Viewpoint - Dali Kape is closely monitoring the price trends of key raw materials and has implemented control policies to mitigate the adverse effects of significant fluctuations in raw material market prices [1] Group 1 - The company is taking measures to reduce the negative impact of raw material price volatility [1] - Investors are advised to pay attention to the company's gross margin situation in the upcoming 2025 annual report [1]

周二，A股深强沪弱，根据交易所数据，上证指数涨0.0%报3965.12点，深证成指涨0.49%，创业板指涨0.63%，沪深300涨0.26%，科创50涨1.01%。 责任编辑：山上 沪深两市1734股上涨，3306股下跌，142股持平。合计成交额2.14万亿元，较前一交易日放量约32.81亿元；大盘主力资金净流出387.72亿元，汽车零部件主 力资金净流入居首，其次是家电行业、通用设备、文化传媒、消费电子，通信设备主力资金净流出居首，其次是电子元件、风电设备、光伏设备、航天航 空。 周三是今年最后一个交易日，资深市场人士徐小明指出，周三是日线收盘、周线收盘、月线收盘、也是年线收盘。2025年就这样过去了，中间经历了4月7日 单日大跌千股跌停的至暗时刻，也经历了中间几乎无下跌除了涨就是横的148个交易日的上升周期。2025年是罕见的慢牛走势。 徐小明表示，非常期待中国股市能走出长周期慢牛，他不止一次提到过慢牛对于市场的好处，慢牛才是王道。从目前来看，年线收盘到相对高位基本格局已 定，慢牛也会被历史记录下来。 徐小明分析，今年跟以往最大的不同在于，今年的股市资金很多都是理性投资，居民存款居高不下，代表了市场能投资 ...

证券日报网讯12月30日，长信科技（300088）在互动平台回答投资者提问时表示，二级市场股价波动受 多重因素影响，公司目前各项经营活动正常有序开展。公司高度重视投资者回报，始终注重与股东分享 发展成果，严格遵循监管要求，结合自身发展情况及资金安排，坚持以稳健经营、现金分红等多种方式 积极回馈投资者。未来公司仍将积极稳健发展主营业务，提高核心竞争力及长期投资价值，持续向投资 者传递经营成果。 ...

证券之星消息，12月30日元件板块较上一交易日下跌1.05%，高华科技领跌。当日上证指数报收于 3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。元件板块个股涨跌见下表： 从资金流向上来看，当日元件板块主力资金净流出31.69亿元，游资资金净流入8.24亿元，散户资金净流 入23.45亿元。元件板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002384 | 东山精密 | 7866.56万 | 2.03% | -728.66万 | -0.19% | -7137.90万 | -1.84% | | 920491 | 圆迪威 | 5968.17万 | 16.19% | 291.62万 | 0.79% | -211.06万 | -0.57% | | 603920 | 世运电路 | 5067.86万 | 2.22% | -1.19亿 | -5.23% | 6875.01万 ...