智通财经APP讯，雅视光学(01120)公布，于2025年6月26日，该公司间接全资附属Arts Optic Property (M) Sdn. Bhd.拟向WWRC Malaysia Sdn. Bhd.收购该物业，代价为1288万令吉(相当于约2382.8万港元)。 于2024年，该集团透过公司间接非全资附属公司Arts Optic Lab (M) Sdn. Bhd.在马来西亚设立其光学眼 镜片业务。将予收购的该物业毗邻目前租予Arts Optic Lab (M) Sdn. Bhd.使用的另一物业，其位置理 想，可为集团日后在马来西亚扩展光学眼镜片业务预留空间。 收购事项乃集团长远业务策略的一部分。该物业一经集团投入使用，其位置预期可提高集团的营运效 率，包括改善对运输成本的控制。此外，收购事项将扩大集团的固定资产基础，并提供从该物业的资本 升值潜力中获益的机会。 将予收购的该物业为以个别业权HSM 20730, PT 18963, Mukim Telok Panglima Garang, Daerah Kuala Langat, Negeri Selangor持有的附有两(2)层办公室的半独立式工厂单位， ...

消费级AR领先品牌雷鸟创新RayNeo带来了雷鸟X3 Pro、雷鸟Air 3s、雷鸟V3 Slim等AR眼镜新品。这些 产品在刚刚结束的"618"大促中，斩获京东+天猫XR行业双平台销量冠军，市场占有率高达52%。 这些最新的AI智能眼镜领域核心技术与创新产品，不仅让观众直观感受到AI技术重塑眼镜行业格局的 磅礴力量，更昭示着一个融合智能交互、多元功能与时尚设计的眼镜新时代已然来临。 【深圳商报讯】（记者涂竞玉）6月25日，备受瞩目的2025深圳国际眼镜业博览会在深圳会展中心（福 田）2号馆开幕。此次盛会以"传统眼镜＋智能穿戴"为核心，以其前瞻性的视野、创新性的理念以及丰 富多元的展示内容，吸引了来自全球20余个国家超200家展商以及超3万名专业观众齐聚鹏城，共同见证 眼镜行业的这一高光时刻。 本届博览会展览面积达1.5万平方米，共分九大特色展区，深度覆盖产业全链条。品牌展区汇聚了行业 领军企业，展现高端制造实力；眼视光展区聚焦视力健康前沿科技；人工智能眼镜展区则集中呈现 AI、AR/VR等尖端技术与眼镜产业的深度融合成果。 值得一提的是，本届展会特别设立的"深圳龙岗眼镜45年发展历程展"成为现场一大亮点。该 ...

Group 1 - Chinese Premier Li Qiang expressed that China will continue to welcome foreign enterprises to invest and operate in the country, aiming for mutual benefits and technological cooperation [1] - Vice Premier He Lifeng emphasized the need to expand domestic demand and boost consumption to promote high-quality economic development, while also exploring new models for real estate development [2] - Shenzhen's municipal government announced measures to gradually relax or eliminate restrictions on service trade under cross-border delivery and overseas consumption models, aiming to enhance the service sector's openness [3] Group 2 - Chen Guo, Chief Strategist at Dongfang Wealth Securities, indicated that the revaluation of Chinese assets has just begun, driven by the stability of the RMB and the acceleration of the engineer dividend [4] - Guotai Junan International received approval from the Hong Kong Securities and Futures Commission to upgrade its existing securities trading license to include virtual asset trading services, leading to a significant surge in its stock price [5] - A surge in foreign investment interest was noted, with many foreign institutions focusing on companies in the electronics, machinery, computer, and automotive sectors, reflecting optimism for the Chinese stock market in the medium to long term [6] Group 3 - Xiaomi is set to unveil its first AI glasses, joining other tech giants like Meta, Apple, and Samsung in the growing market, which is projected to reach nearly 300 million units and over 190 billion yuan [12] - The low-altitude economy is gaining attention, with Chengdu introducing policies to support its development [12] - AI medical imaging has made breakthroughs, enabling the early detection of stomach cancer up to 10 months in advance [16]

2025 年 06 月 26 日 开源晨会 0626 ——晨会纪要 数据来源：聚源 昨日涨跌幅前五行业 | 行业名称 | 涨跌幅(%) | | --- | --- | | 非银金融 | 4.458 | | 国防军工 | 3.364 | | 计算机 | 2.985 | | 电力设备 | 1.656 | | 商贸零售 | 1.567 | | 数据来源：聚源 | | 昨日涨跌幅后五行业 | 行业名称 | 涨跌幅(%) | | --- | --- | | 煤炭 | -0.999 | | 石油石化 | -0.572 | | 交通运输 | -0.207 | | 美容护理 | 0.177 | | 食品饮料 | 0.254 | | 数据来源：聚源 | | 吴梦迪（分析师） wumengdi@kysec.cn 证书编号：S0790521070001 观点精粹 总量视角 【金融工程】深度学习赋能技术分析——开源量化评论（109）-20250625 沪深300 及创业板指数近1年走势 -16% 0% 16% 32% 48% 64% 2024-06 2024-10 2025-02 沪深300 创业板指 我们深度论证了在使用深度学习挖 ...

【导读】雷军官宣，AI眼镜突然"爆"了！蔡文胜出手，中国金融租赁暴涨超600% 中国基金报记者 安曼 今天，央行出手，大手笔呵护流动性！ 6月25日，央行官网信息显示，以固定利率、数量招标方式开展3653亿元逆回购操作，中标 利率为1.4%。因今日公开市场有1563亿元逆回购到期，净投放为2090亿元。 临近6月底，资金面再度转紧。6月24日，上海银行间同业拆放利率（Shibor）隔夜上行0.3 个基点报1.37%，7天Shibor上行13.2个基点报1.629%。 6月25日，Shibor短端品种继续上行。隔夜品种上行0.1BP报1.371%；7天期上行4.2BP报 1.671%。 A股市场早盘震荡走高，创业板指跳空大涨。截至收盘，沪指涨0.28%，深成指涨0.64%，创 业板指涨1.34%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3430.16 | 10282.96 | 1417.42 | | +9.60 +0.28% +65.33 +0.64% -0.60 -0.04% | | | | 科创20 | 创业板指 | 万得全A | | 980.37 | 2 ...

Group 1: Tourism and Economic Development - The tourism industry in Baiyin is a key focus, with the Yellow River Stone Forest being a highlight, expecting to receive 34.43 million visitors in 2024, a year-on-year increase of 42.44%, and achieving a tourism revenue of 20.704 billion yuan, a growth of 64.5% [3][4] - The integration of culture and tourism is becoming a new engine for high-quality economic development in the region [3] Group 2: Industrial Innovation and Development - Gansu Kangshili Contact Lens Co., Ltd. is the largest private enterprise in Baiyin, dominating the domestic contact lens market and focusing on technological transformation through R&D innovations [3][4] - Baiyin Nonferrous Changtong Cable Co., Ltd. has established a superconducting cable engineering laboratory and holds nearly 100 patents, with an annual production scale of 1.5 billion yuan, serving major engineering projects domestically and internationally [4][6] - Times Rui Xiang New Material Technology Co., Ltd., established in 2022, focuses on R&D and has invested in a new testing center, with a project for lithium iron phosphate materials expected to reach the largest single production capacity in the country by April 2025 [6] Group 3: Agricultural Development - Baiyin City promotes new production relationships in agriculture, exemplified by the Baiyin District Modern Agricultural Science and Technology Demonstration Park, which covers 15,000 acres and has introduced over 1,500 new varieties [8] - The park has created job opportunities for 13,000 people and trained 4,000 agricultural technicians, receiving recognition as a provincial science popularization education base [8] Group 4: Economic Performance - In the first quarter, Baiyin's GDP reached 18.221 billion yuan, with a year-on-year growth of 6.3%, driven by increases in the primary (6.6%), secondary (10%), and tertiary (3.9%) industries [11]

从铜矿枯竭的忧虑到新兴产业的星火燎原，甘肃白银这座老工业城市，正悄然书写着黄土地上的创新传奇。 6月23日、24日，第六届粤港澳大湾区主流媒体甘肃行活动走进白银市，羊城晚报记者历时两天走访白银市多处产业现场，从洁净的隐形眼镜全自动化车 间、轰鸣的超导电缆生产线，到青烟袅袅的古法砖窑、生机盎然的现代化农业科技示范园，一幅老工业城市"破茧蝶变"的生动图景徐徐展开。 E THE THE 21.00 e production - 12 1118 n f 【 nt an 1977 10 gradia a TTCTST b 3 e n ] 白银的电池新材料产业集群正在加速形成。时代瑞象规划建设年产10万吨锰基正极材料产业基地，该公司相关负责人习先生介绍，首期年产2万吨磷酸锰铁 锂正极材料项目已于今年4月竣工投产，达到全国单体规模产能第一。该公司联合高校及科研机构建立"产学研"平台，上下游产业链方面，与供应商和客户 合作，形成锂电产业集群。 在白银有色长通电线电缆有限责任公司内，技术人员向记者展示了该公司的最新产品，一款直径0.012毫米的超微细电磁线，仅为男性头发丝直径的五分之 一，达到了国内极限制造水平。这家始建于19 ...

Market Performance - The stock indices in the two markets rose significantly, with the Shanghai Composite Index increasing by 0.65% to 3381.58 points, and the Shenzhen Component Index rising by 0.43% to 10048.39 points, while the North Star 50 Index surged by 1.54% [1] - The total trading volume in the Shanghai, Shenzhen, and North markets reached 1.1471 trillion yuan, an increase of approximately 55 billion yuan compared to the previous day [1] Industry Insights - The oil sector showed strong performance, with logistics, chemicals, semiconductors, non-ferrous metals, coal, pharmaceuticals, and brokerage sectors also rising [1] - The A-share market is expected to maintain a stable upward trend due to the expansion of equity public funds, the influx of medium to long-term capital, and supportive policy tools [1] AI Glasses Market - Meta has launched a new series of AR glasses in collaboration with Oakley, priced at $399 for the standard version and $499 for the limited edition, with pre-orders starting on July 11 [2] - The new AI glasses feature improved battery life and are designed for sports scenarios, which may enhance market acceptance and attention [2] Optical Lens Industry - The rise of smart glasses is creating new variables for the optical lens industry, with manufacturers collaborating directly with lens suppliers to address optical prescription issues [3] - Companies with strong manufacturing and R&D capabilities in the lens sector are expected to benefit from this trend [3] SAF Price Trends - The price of SAF (Sustainable Aviation Fuel) in Europe has risen to $2230 per ton, a 10% increase from the previous week and a 27% increase from the previous month [4] - The price of SAF in China has reached $1800 per ton, reflecting a 3% weekly increase and a 6% monthly increase [4] Military Industry Outlook - Global military spending is projected to reach approximately $2.7 trillion in 2024, a 9.4% increase year-on-year, driven by geopolitical tensions [5] - The demand for military materials such as titanium alloys and tungsten is expected to grow significantly, benefiting upstream companies in the military metal sector [5] Automotive Industry Concerns - The National Federation of Automobile Dealers has called for car manufacturers to optimize rebate policies and shorten the rebate payment period due to significant operational pressures faced by dealers [7] - Despite achieving sales targets, dealers are still struggling with losses in new car business [7] Gold Industry Development - A new implementation plan for the high-quality development of the gold industry has been issued, aiming for a 5-10% increase in gold resource capacity and a 5% increase in gold and silver production by 2027 [8] Energy Market Developments - The National Energy Administration is pushing for the establishment of a nationwide unified electricity market by 2025, focusing on provincial electricity spot market coverage [9] - Solar power generation capacity has seen a significant year-on-year increase of 56.9% in the first five months of 2023, reaching 108 million kilowatts [10] Robotaxi Commercialization - Tesla has initiated a Robotaxi pilot service in Austin, Texas, with the first ten Model Y vehicles, marking a significant step in the commercialization of autonomous taxi services [11]

Core Viewpoint - The stock price of Mingyue Lens (301101.SZ) surged by 10% on June 23, reflecting strong market interest, particularly in the context of AI-related products and smart glasses [1][2]. Company Performance - Mingyue Lens has seen its stock price double over the past year, driven by its positioning as a key player in the AI glasses market [1][2]. - The company reported a net profit of 47.15 million yuan in Q1, marking an 11.70% year-on-year increase, with total revenue reaching 197 million yuan, a 2.63% increase [5][6]. - From 2021 to 2024, the company has consistently achieved revenue and net profit growth, with revenues of 5.76 billion yuan in 2021 and projected 7.70 billion yuan in 2024, reflecting a compound annual growth rate [7][8]. Market Position - Mingyue Lens is recognized as a leading domestic optical lens manufacturer, holding a 12.4% market share in the Chinese lens market as of 2024, and has been the top-selling brand for nine consecutive years [11][12]. - The company has established a strong international presence, with products sold in the US, Japan, Italy, and Singapore, and has set up an international business headquarters in Singapore [3][12]. Financial Health - The company has maintained a stable gross margin above 50% since 2019, with a projected gross margin of 58.56% for 2024 and 58.42% in Q1 of this year [3][9]. - The net profit margin has also shown significant improvement, increasing from 8.21% in 2018 to 24.40% in 2024, with a Q1 net profit margin of 25.13% [10]. Shareholder Returns - Mingyue Lens has actively returned value to shareholders, distributing a total of 272 million yuan in dividends over four years, with an average dividend payout ratio of 45.37% [4]. Innovation and R&D - The company has invested in R&D, collaborating with renowned optical experts and establishing a technology center, leading to several patented innovations in lens technology [12][13]. - Mingyue Lens has developed advanced materials and products, including the KR ultra-tough lens and PMC ultra-bright lens, enhancing its competitive edge in the market [12][13]. Strategic Focus - The company is strategically positioning itself in the AI glasses market, engaging with 3C brands for customized lens solutions, which is expected to drive future growth [13].

在才纳园区内的花卉园艺示范基地内，工作人员诺宗轻抚着红掌，这位江苏电子信息职业学院的毕 业生，已在泰州援建的花卉基地成长为技术骨干，熟练掌握了栽培、换盆等花卉种养技术。 如今，江苏与拉萨已被产业协作的暖流串联成紧密的共同体。那些从江苏运来的"金种子"，正在高 原沃土中生长出枝繁叶茂的"新绿洲"。 清晨，拉萨的金色晨光穿透薄雾，达孜工业园区里，藏族姑娘次仁曲宗的白大褂映着朝阳。她指尖 轻点验光仪的操作屏，身后玻璃柜中上千款镜片流光溢彩——这座西藏最大的眼镜卖场"达孜·丹阳眼镜 城"，把镇江丹阳"眼镜之都"的产业基因嫁接到了年均日照超3000小时的高原。 由于拉萨日照时间长，紫外线强烈，这里也成为了白内障等眼科疾病高发区域。随着镇江援藏工作 组的到来，紫外线的威胁化作产业合作的机遇，2000多平方米空间里，科普体验馆与丹阳文化长廊交相 辉映，见证着"企业有市场、群众得实惠、地方增产业"的生动实践。 小眼镜转动的是民生齿轮，更是跨越山海的产业接力。10余位藏族员工在眼镜城实现人生蝶变，公 司免费送他们跨越山河赴丹阳培训。曾逐水草而居的牧羊姑娘，如今成为月入5000元的验光师，"包吃 住还有销售奖励和提成，在这里找到 ...