Core Viewpoint - Lens Technology plans to conduct a secondary listing in Hong Kong, aiming to raise between $1 billion to $1.5 billion (approximately 7.2 billion to 10.8 billion RMB) [3][23] Group 1: Company Background and Founder - Lens Technology, one of the "three giants" in the Apple supply chain, is led by founder Zhou Qunfei, who has a remarkable story of rising from a factory worker to a billionaire [2][5] - Zhou Qunfei became the richest woman in China in 2015, with a net worth of 500 billion RMB, and has recently been listed as the richest person in Hunan with a wealth of 800 billion RMB according to the 2025 Hurun Global Rich List [2][3] Group 2: Financial Performance and Market Reaction - In its 2024 annual report, Lens Technology reported total revenue of 69.897 billion RMB, a year-on-year increase of 28.27%, with smartphone and computer business revenue accounting for 82.63% of total revenue [17][20] - Despite the revenue growth, the company's stock price fell significantly after the announcement of the Hong Kong IPO, with a single-day drop of 8.16% [3][17] Group 3: Dependency on Apple - Lens Technology's revenue is heavily reliant on Apple, with the largest customer contributing approximately 49.45% of total revenue, indicating a strong dependency on Apple's performance [18][20] - The company's revenue from Apple has fluctuated significantly, with a 30.8% drop in revenue when iPhone sales declined in 2016 [21][22] Group 4: Strategic Challenges and Future Plans - The upcoming IPO has raised questions about the necessity of additional fundraising, especially since the company has not fully utilized previous funds raised in 2021 [23][24] - Lens Technology is exploring new business opportunities, including partnerships in the electric vehicle sector and AI technology, but these new ventures have not yet significantly contributed to revenue [22][23]

Core Viewpoint - Hebei Haiwei Electronic New Materials Technology Co., Ltd. (referred to as Haiwei Electronics) has entered the IPO process, revealing both its growth potential and underlying issues related to its family ownership and debt history [1][4][8]. Financial Performance - Haiwei Electronics reported revenues of 327 million RMB, 330 million RMB, and 282 million RMB for the years 2022, 2023, and the first nine months of 2024, respectively. Net profits were 102 million RMB, 69.8 million RMB, and 56.7 million RMB, indicating a period of revenue growth without corresponding profit increases [3][4]. - The company held a 13.6% market share in capacitor base films in 2023, ranking first in a market with a total size of 2.9 billion RMB [3]. Ownership and Corporate Structure - The company was founded in September 2006 by the Song family, with significant changes in shareholding over the years, including a restructuring that increased Song Wenlan's shareholding to 63% by August 2021 [5][11]. - The historical ties between Haiwei Electronics and Haiwei Group, which faced significant debt issues, have raised concerns about the company's financial stability and governance [8][10]. Customer Relationships - In April 2023, BYD invested 50 million RMB in Haiwei Electronics, becoming its largest customer, with procurement amounts of 40.3 million RMB and 33.5 million RMB in 2023 and the first nine months of 2024, respectively [12]. - Haiwei Electronics has been involved in complex procurement relationships, including purchasing metalized films from third parties while also supplying its own base films for processing [13][14]. Supply Chain and Procurement - The company relies heavily on polypropylene, which constitutes over 70% of its raw material costs, and has historically sourced this material from overseas suppliers [22]. - Haiwei Electronics has faced challenges with overdue trade receivables, with amounts overdue exceeding 58 million RMB and 71 million RMB in 2022 and 2023, respectively [25]. Future Plans - The IPO aims to raise funds for capacity expansion, including the installation of two production lines and the establishment of a new factory in southern China by 2027 [26].

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 浙江东晶电子股份有限公司（以下简称"公司"）于 2025 年 3 月 21 日召开第七届 董事会第八次会议、第七届监事会第八次会议，分别审议通过了《2024 年度利润分配 预案》，该事项尚需提交公司 2024 年度股东大会审议。具体情况如下： 一、公司 2024 年度利润分配预案的基本情况 经立信会计师事务所（特殊普通合伙）审计，公司 2024 年度归属于上市公司股东 的净利润为-7,345.34 万元，母公司的净利润为-300.22 万元。依据《公司法》和《公司 章程》的规定，以母公司实现的净利润为基础，提取法定公积金 0.00 元，加以上年度 留存的未分配利润-36,207.70 万元，2024 年末累计可供股东分配的利润为-36,507.92 万 元。 东晶电子: 关于2024年度拟不进行利润分配的公告 证券代码：002199 证券简称：东晶电子 公告编号：2025012 浙江东晶电子股份有限公司 根据《关于进一步落实上市公司现金分红有关事项的通知》、《上市公司监管指引 第 3 号——上市公司现金分红》、《 ...

Core Viewpoint - The company plans to conduct foreign exchange hedging business to mitigate risks associated with currency fluctuations, which significantly impact its financial performance due to a high proportion of foreign sales [1][2][3]. Group 1: Background and Overview - The company has a high proportion of foreign sales, primarily settled in foreign currencies like USD, making it vulnerable to exchange rate fluctuations [1][2]. - The proposed foreign exchange hedging business will not exceed RMB 50 million or its equivalent in foreign currency, utilizing the company's own funds [1][2]. Group 2: Necessity and Feasibility - The company needs to engage in foreign exchange hedging due to its export activities and the import of raw materials, which are affected by international market volatility [2][3]. - The hedging activities are closely related to the company's foreign currency assets and liabilities, enhancing its ability to manage exchange rate and interest rate risks [2][3]. Group 3: Risk Management and Control Measures - The company has established an internal management system for foreign exchange hedging, detailing the scope of business, approval authority, operational processes, and risk reporting [3][4]. - The company will adhere to strict operational protocols to ensure effective risk control and compliance with relevant laws and regulations [4][5]. Group 4: Conclusion on Feasibility - The foreign exchange hedging business is deemed necessary and feasible, aimed at reducing exchange rate risks and preventing losses without engaging in speculative trading [4][5].

东晶电子: 关于会计政策变更的公告 证券代码：002199 证券简称：东晶电子 公告编号：2025010 浙江东晶电子股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： （财会〔2024〕24 号，以下简称"解释第 18 号"）该解释自印发之日起施行，允许企业自发布年度提前执 行。 解释第 18 号规定，在对因不属于单项履约义务的保证类质量保证产生的预计负债 进行会计核算时，应当根据《企业会计准则第 13 号——或有事项》有关规定，按确定 的预计负债金额，借记"主营业务成本"、"其他业务成本"等科目，贷记"预计负债" 科目，并相应在利润表中的"营业成本"和资产负债表中的"其他流动负债"、 "一年内 到期的非流动负债"、 "预计负债"等项目列示。企业在首次执行该解释内容时，如原计 提保证类质量保证时计入"销售费用"等的，应当按照会计政策变更进行追溯调整。 （1）变更前采取的会计政策 本次会计政策变更前，公司按照财政部发布的《企业会计准则—基本准则》和各项 具体会计准则、企业会计准则应用指南、企业会计准则解释公告以及其他相关规定执行。 （2） ...

Core Viewpoint - Dongjing Electronics has been issued a delisting risk warning due to its financial performance, with a reported revenue of 217.193 million yuan and a net loss of 73.4534 million yuan for the fiscal year 2024 [1][2]. Group 1: Delisting Risk Warning - The company's stock will be suspended for one day starting March 25, 2025, and will resume trading on March 26, 2025, under the new name "*ST Dongjing" [2][3]. - The stock will be traded on the risk warning board with a daily price fluctuation limit of 5% after the delisting risk warning is implemented [2][3]. Group 2: Reasons for Delisting Risk Warning - The delisting risk warning is triggered by the company's audited financial results, which show that the net profit, total profit, and revenue metrics have fallen below the thresholds set by the Shenzhen Stock Exchange's listing rules [1][4]. Group 3: Measures to Address Delisting Risk - The company plans to enhance the research, production, and sales of high-margin miniaturized products to improve profit margins [2][3]. - It aims to strengthen business collaborations and expand sales channels by partnering with leading enterprises and platforms in the industry [3]. - The company will focus on improving internal management and operational efficiency through better process standardization and data system utilization [3]. Group 4: Risks of Termination of Listing - If the company fails to meet the financial criteria set forth in the listing rules for the fiscal year 2025, its stock may face termination of listing [4][5].

"东晶电子"）于 2025 年 3 浙江东晶电子股份有限公司（以下简称"公司"、 月 21 日召开第七届董事会第八次会议、第七届监事会第八次会议，分别审议通 过了《关于使用闲置自有资金进行现金管理的议案》，同意公司及控股子公司使 用最高额度不超过 10,000 万元人民币的闲置自有资金进行现金管理。具体情况 如下： 一、投资事项概述 东晶电子: 关于使用闲置自有资金进行现金管理的 公告 证券代码：002199 证券简称：东晶电子 公告编号：2025015 浙江东晶电子股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： 市场波动的影响而面临收益波动风险、流动性风险、实际收益难以预期等投资风 险因素。敬请投资者注意相关风险。 公司及控股子公司。 为了充分利用公司及控股子公司的闲置自有资金，在保障公司正常经营和资 金需求，并在有效控制风险的前提下，提高闲置自有资金的使用效率，增加公司 收益。 自有资金，不涉及使用募集资金。 在有效期内，使用最高额度不超过 10,000 万元人民币。在上述额度内，资 金可以循环滚动使用，但任一时点使用闲置自有 ...

东晶电子:2024年报净利润-0.73亿 同比下降8.96% 一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.3000 | -0.2700 | -11.11 | -0.2800 | | 每股净资产（元） | 0 | 1.24 | -100 | 1.5 | | 每股公积金(元) | 2.12 | 2.12 | 0 | 2.12 | | 每股未分配利润(元) | -2.27 | -1.96 | -15.82 | -1.69 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 2.17 | 1.73 | 25.43 | 1.81 | | 净利润(亿元) | -0.73 | -0.67 | -8.96 | -0.69 | | 净资产收益率(%) | -27.64 | -19.94 | -38.62 | -17.24 | 较上个报告期退出前十大股东有 | 名称 | 持有数量(万股) | 占总股本比 ...

Core Viewpoint - The company reported a robust performance in 2024, with total revenue reaching 5.897 billion yuan, a year-on-year increase of 16.99%, and a net profit attributable to shareholders of 832 million yuan, up 29.91% from the previous year [1][2]. Financial Performance - The company's revenue for 2024 was 5.897 billion yuan, marking a historical high and a year-on-year growth of 16.99% [1]. - The net profit attributable to shareholders was 832 million yuan, reflecting a year-on-year increase of 29.91%, while the net profit excluding non-recurring items was 781 million yuan, up 31.96% [1]. - In Q4 alone, revenue reached 1.702 billion yuan, a significant year-on-year increase of 24.70% and a quarter-on-quarter increase of 13.15% [2]. - The gross margin for 2024 was 36.50%, an increase of 1.15 percentage points year-on-year, attributed to increased market orders and improved production efficiency [1]. Business Segments - Traditional business segments such as mobile communications and consumer electronics showed steady growth, while emerging sectors like automotive electronics and data centers performed exceptionally well [1]. - Revenue from signal processing, power management, automotive electronics, and ceramic-related businesses for 2024 was 2.270 billion, 1.946 billion, 1.104 billion, and 578 million yuan respectively, with year-on-year growth rates of 10.12%, 4.31%, 62.10%, and 33.35% [1]. Research and Development - The company increased its R&D investment to 505 million yuan in 2024, a year-on-year increase of 31.53%, with an R&D expense ratio of 8.56% [1]. - The rise in R&D expenses was primarily due to higher salaries for R&D personnel and increased material costs for projects [1].

股票简称：陕西华达 股票代码：301517 陕西华达科技股份有限公司 Shaanxi Huada Science Technology Co.,Ltd. （陕西省西安市高新区普新二路 5 号） 首次公开发行股票并在创业板上市 之 上市公告书 保荐人（主承销商） （广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座） 二〇二三年十月 陕西华达科技股份有限公司 上市公告书 特别提示 陕西华达科技股份有限公司（以下简称"陕西华达"、"本公司"、"公司"或"发 行人"）股票将于 2023 年 10 月 17 日在深圳证券交易所上市。 创业板公司具有业绩不稳定、经营风险高、退市风险高等特点，投资者面临较大的 市场风险。投资者应充分了解创业板市场的投资风险及本公司所披露的风险因素，审慎 作出投资决定。 本公司提醒投资者应充分了解股票市场风险及本公司披露的风险因素，在新股上市 初期切忌盲目跟风"炒新"，应当审慎决策、理性投资。 如无特别说明，本上市公告书中的简称或名词释义与《陕西华达科技股份有限公司 首次公开发行股票并在创业板上市招股说明书》（以下简称"招股说明书"）中的相同。 如本上市公告书中合计数与各加数直接相 ...