天威视讯（002238）公告，2025年1月1日至2025年6月30日，预计归属于上市公司股东的净利润为亏损 2350万元至3350万元，比上年同期的1077.04万元变动-318.19%至-411.04%；归属于上市公司股东的扣 除非经常性损益的净利润为亏损3655万元至4725万元，比上年同期的亏损702.61万元变动-420.20% 至-572.49%；基本每股收益为亏损0.0293元/股至0.0417元/股，比上年同期的0.0134元/股变动-318.66% 至-411.19%。 ...

安全领域的Alpha Go时刻来了，在领先的协同漏洞披露平台HackerOne 上，一个AI工具成为全美第一"黑客"，其表现超越了所有人类参赛者。 这个AI工具是XBOW，它刚完成7500万美元的B轮融资，由Altimeter领投，此前的投资方Sequoia Capital和Nat Friedman再度参投，此轮融资后，XBOW的 总融资金额已达到1.17亿美元。 在2024年7月，XBOW获得了2000万美元种子轮融资，由Sequoia Capital领投，Amjad Masad（Replit创始人）、Michele Catasta（Replit的AI副总裁）、 Olivier Pomel（Datadog创始人）等天使投资人参投。 GitHub Copilot的缔造者，拉着顶尖安全专家用AI发现安全漏洞 XBOW由Oege de Moor于2024年创立，Oege de Moor此前是牛津大学教授，主要研究开发者工具；随后创立了Semmle（现为GitHub Advanced Security）， 致力于帮助工程师在源代码中发现安全漏洞；之后又创立了 GitHub Copilot，这是首个成功应用生成式AI ...

现代年轻人如何筹备婚礼、如何看待彩礼？近期，针对这样一个社会热议话题，厦门海豹他 趣信息技术股份有限公司（以下简称"他趣"）与西南财经大学、暨南大学、南开大学等专家 团队携手合作发布了《2025年中国青年彩礼调研报告》，引起了广泛关注。 作为一款基于 陌生人社交提供高效匹配的软件，他趣瞄准的是非一二线城市的用户需求，除了关注基础社 交以外，近些年来，他趣也逐渐开始关注从线上到线下帮助青年牵手奔现，不仅推出了与婚 恋话题相关的多份报告，也设立了"婚恋系列基金""宝宝基金"等，开展不同主题见面会来让 用户实现更多元的交友渠道。每年有数十万单身青年在他趣APP上实现成功脱单。 当下年 轻人的社交需求是什么？为什么他趣专注于做乡镇年轻人社交？带着这些问题，近期南都记 者采访了他趣创始人黄海波。 他趣创始人黄海波。 瞄准乡镇青年的高需求提供精准社交服务 他趣APP是知名移动交友平台之一，由创始人黄天财与黄海波、黄俊杰于2012年成立，目前专注于为广 大年轻人，尤其是为非一线城市单身青年提供一站式社交和泛娱乐服务，解决年轻人"脱单难、婚恋 难"的社会问题。 数据显示，他趣APP装机量已经破亿，据沙利文行业研究显示，他趣A ...

为什么这事突然成为紧急议题？这里面不得不说最近真实发生的"多线威胁"：比如2024年发生的波罗的海天然气管道疑似破 坏、欧洲多国通讯链路遭受激烈网络攻击，更不用说德国国防部长最近明确警告"未来4年可能有欧盟成员国遭受实质性军事袭 击"。这些信息，拼凑出的画风非常凛冽——不只是战场战火，混合威胁（Physical+Cyber）才是欧盟官员心头最大的噩梦。 说实话，以前大部分人觉得稀土矿啥的离民众生活很远。其实不然！你手中的智能手机、电动汽车，还是医院那些高端医疗设 备，基本都离不开稀土里的钕、镝这些金属。而欧洲生产这类高端工业品，绝大部分原料还全靠进口（80%以上来自中国）， 只要亚洲某地一有风吹草动，欧洲就得"提心吊胆"。 "刚刚，欧盟内部传出一则消息，让整个矿业和能源领域集体'炸锅'——欧盟正酝酿一项史无前例的'紧急战略储备'计划，连稀 土矿物、永磁体、电缆维保模块这些听起来异常专业的备品，都要统统囤上一批！有人说，这背后藏着欧盟对战争和地缘不确 定性的最大恐惧。到底发生了什么，让27国集团如此如临大敌？" 自2022年俄乌冲突爆发后，欧洲的能源"痛点"彻底暴露：供暖季缺气、军工原料告急、关键设备一旦断供全 ...

Group 1 - The supply-demand pattern in the light curing agent industry is improving, leading to potential profitability recovery [3][4][8] - The demand side shows a rebound in traditional sectors and new opportunities in emerging applications such as UV coatings, inks, and adhesives [4][5] - The light curing agent market in China is projected to grow, with a demand increase of 9% in 2023, reaching 35,000 tons [5][6] Group 2 - The production capacity of leading light curing agent companies in China is concentrated, with major players like Jiu Ri New Materials and Qiangli New Materials holding significant market shares [7][8] - The industry is expected to see a further increase in concentration as weaker players exit the market, enhancing competitive dynamics [6][8] - The light curing agent industry is rated as "recommended" due to the anticipated recovery in profitability and demand [8] Group 3 - The refrigerant market is experiencing a price increase due to quota restrictions, with R32 and R134a showing significant price rises [11][12] - The demand for refrigerants is driven by the growth in household and automotive air conditioning markets, with production expected to rise [15][16] - The refrigerant industry is rated as "recommended" based on tightening supply-demand relationships and continuous demand growth [16][17] Group 4 - The macroeconomic environment in China is showing resilience, with a stable growth outlook supported by strong consumer demand and manufacturing investment [19][20] - The government is implementing proactive fiscal policies, including increased budget deficits and special bond issuances to stimulate economic growth [27][28] - The export sector is expected to maintain resilience, supported by diversified trade partners and optimized product structures [45][46]

Core Viewpoint - The company plans to utilize part of the excess funds raised from its IPO to invest in a new project aimed at enhancing its product offerings and operational efficiency in the optical communication sector [5][14][16]. Fundraising Overview - The company raised a total of RMB 960.48 million from its IPO, with a net amount of RMB 881.39 million after deducting issuance costs [2]. - The IPO involved issuing 13,340,000 shares at a price of RMB 72.00 per share, with the shares listed on the Shenzhen Stock Exchange on May 26, 2022 [1]. Investment Project Details - The new project involves the construction of access network equipment for optical communication transmission systems, with a total planned investment of RMB 153.10 million [5][6]. - The project is expected to have an internal rate of return of 24.73% and a payback period of 3.51 years, indicating strong economic benefits [5]. Market and Industry Analysis - The optical communication equipment market is projected to grow at a compound annual growth rate (CAGR) of 12%, driven by increasing demand in data centers, smart manufacturing, and smart cities [7]. - The demand for optical communication is expected to rise due to the rapid development of technologies such as 5G, IoT, and cloud computing, which require robust data transmission capabilities [6][10]. Project Feasibility and Necessity - The project aligns with national policies promoting the deployment of gigabit optical networks and is expected to enhance the company's strategic positioning in the optical communication industry [11][14]. - The implementation of this project is deemed feasible and necessary to meet the growing market demands and to optimize the company's product structure [11][12]. Impact on Company - The investment in the new project is anticipated to improve the company's overall competitiveness, expand its product line, and enhance its revenue structure [14][16]. - The project will not adversely affect the normal operations of the company or the interests of its shareholders, as it is in line with the company's development strategy [14][16]. Regulatory Compliance - The company has established a special account for the management of the raised funds and will adhere to relevant regulations and guidelines to ensure proper usage [15][16]. - The board of directors and the supervisory board have approved the use of excess funds for the new project, confirming compliance with legal and regulatory requirements [16][17].

陕西广电网络传媒（集团）股份有限公司： 依据《公开发行证券的公司信息披露内容与格式准则第 2 号——年度报告的 内容与格式》（以下简称《格式准则第 2 号》）《上海证券交易所上市公司自律 监管指引第 3 号——行业信息披露》（以下简称 3 号指引）等规则的要求，经对 你公司 2024 年年度报告的事后审核，为便于投资者理解，根据本所《股票上市 规则》第 13.1.1 条的规定，请你公司进一步补充披露下述信息。 亿元，较上年同期下降 33%，归母净利润-10.59 亿元，较上年同期亏损增加，报 告期内工程施工、商品销售业务收入合计 2.14 亿元，下滑幅度超过 60%。此外， 年度报告显示部分项目建设完成之后，公司负责日常运营维护或提供线路租赁等， 获得数据传输、运维服务等运营服务类业务收入。请公司补充披露：（1）2023 年-2024 年商品销售业务的经营模式，所涉商品类型、后续用途、定价机制、应 收预付情况、盈利水平、收入确认政策，以及前十大客户和供应商信息，包括名 称、合作年限、交易内容、金额、信用期及回款情况等，说明主要客户和供应商 是否与公司、控股股东等存在关联关系；（2）2023 年-2024 年公 ...

Core Viewpoint - Shenzhen Yilian Infinite Technology Co., Ltd. (Yilian Infinite) experienced a significant decline in performance after withdrawing its IPO application, leading to a discounted acquisition by Guangyun Da [2][4] Group 1: Acquisition Details - Guangyun Da announced plans to acquire 56.0299% of Yilian Infinite for a total valuation of 6.28 billion yuan, which reflects a significant decrease from the initial IPO valuation of at least 14.7 billion yuan [3][8] - The acquisition involves purchasing 51.1494% from Yilian Infinite's actual controller and 4.8805% from Shenzhen Boyuan Zhili Management Consulting Partnership [4] - The acquisition is not classified as a related party transaction and does not constitute a major asset restructuring under relevant regulations [4] Group 2: Financial Performance - Yilian Infinite's financial performance showed a stark contrast between its IPO application period and the current state, with a reported net profit of only 2,875.09 million yuan in 2024, which is less than 34% of the 2022 figure [7][12] - The company's revenue figures from 2020 to mid-2023 indicated a growth trajectory, with revenues of 375 million yuan, 437 million yuan, 789 million yuan, and 282 million yuan respectively [5][6] - The company's total assets decreased from 4.394 billion yuan in 2022 to 3.354 billion yuan in mid-2023, indicating a downward trend in financial health [6] Group 3: Background and Context - Yilian Infinite's IPO application was submitted in June 2023 but was withdrawn in March 2024 after failing to respond to the second round of inquiries [4][10] - The second-largest shareholder, Wang Zhoufeng, is under investigation for economic crimes, which may have impacted the company's performance and the acquisition terms [9][12] - Guangyun Da aims to integrate Yilian Infinite into its operations to enhance its position in the network communication equipment manufacturing market and expand overseas [10][13]

破除地方保护和市场分割，是建设全国统一大市场的关键所在。 《中共中央国务院关于加快建设全国统一大市场的意见》明确提出，"打破地方保护和市场分割，打通 制约经济循环的关键堵点，促进商品要素资源在更大范围内畅通流动"。 加力疏通堵点、协同发展、深化改革，努力破除各种封闭"小市场"和自我"小循环"……记者近期调研了 解到，各地深入贯彻落实中央决策部署，在打破地方保护和市场分割上持续迈出新步伐、取得新进展， 市场之变、机制之变正在促进观念之变、格局之变。 破除"小循环" 走出"小市场" 炎炎夏日，又到了喝冰啤酒的季节。当广东佛山的夜市菜单上出现源自新疆、产自佛山的乌苏啤酒，人 们不经意间发现，曾经的"一城一啤"时代已经远去。 "乌苏啤酒已经是全国性的啤酒品牌，在各地都能买到、喝到。"重庆啤酒股份有限公司企业事务副总裁 谢夷说。此前，通过重大资产重组，乌苏啤酒等品牌被纳入重庆啤酒旗下。 "近年来，我们感受到加快建设全国统一大市场带来的变化，跨地域投资更加通畅自由。"谢夷说，公司 在广东佛山建新厂，在当地政府支持下一路绿灯，从签约到投产整个过程仅用了一年半时间。 一杯啤酒，折射统一大市场建设的坚实步伐。 我国是啤酒生产和 ...

【导读】光韵达拟收购亿联无限 56% 股权，后者 IPO 失败，业绩、估值双双大缩水 中国基金报记者 南深 IPO 前业绩高增， IPO 撤回后业绩立马跳水，但冲刺资本市场之心不死。为此，深圳市亿联 无限科技有限公司（以下简称亿联无限） " 曲线救国 " ，找到了 A 股公司光韵达，不过估值 相比 IPO 的 " 要价 " ，已经大打折扣。 7 月 8 日晚，光韵达公告，拟以现金方式收购陈政和深圳市博远智联管理咨询合伙企业（有 限合伙）（以下简称博远智联）所持亿联无限合计 56.0299% 股权。本次交易最终完成后， 光韵达将持有亿联无限 56.0299% 股份，取得对标的公司的控制权，标的公司将纳入公司合 并报表范围。 亿联无限曾在 2023 年 6 月提交 IPO 材料，拟冲刺创业板，但在 2024 年 3 月收到二轮问 询后很快撤回， IPO 宣告终止。结合亿联无限彼时招股书披露的数据和此次光韵达披露的财 务数据，亿联无限业绩在 2024 年出现了断崖式下滑，与 IPO 报告期内的高增长形成鲜明反 差。 另外，记者注意到，今年 4 月 16 日光韵达其实已经公告过收购亿联无限的意向协议书，彼 时收购比例 ...