格隆汇8月5日丨一博科技(301366.SZ)在互动平台表示，公司主营业务是PCB设计服务和研发样品及中小 批量的PCB、PCBA制造服务，考虑到大批量生产（如消费电子）所需投入的生产要素成本，以及市场 竞争的"内卷"程度，公司暂无考虑承接大规模消费类产品的批量生产的计划，公司会选择性的承接一些 有技术门槛、有一定利润空间的如通讯、网络设备、服务器、人工智能、工控、航空航天、汽车等领域 的中等及中大批量产品的PCB、PCBA制造服务。 ...

Core Viewpoint - The trend of mid-year dividend distribution among listed companies in China is increasing, with many companies announcing their first mid-year dividends, reflecting a growing awareness of returning value to investors [1][2][6] Group 1: Mid-Year Dividend Announcements - Numerous companies have announced mid-year dividend plans, with several making their first distributions, such as Ningde Times proposing a cash dividend of 10.07 yuan per 10 shares, totaling 4.573 billion yuan [1] - In the Shenzhen market, 14 companies have announced mid-year dividends, with 8 of them being first-time distributors, including Haida Group and AVIC Chengfei, with cash dividends ranging from 1.20 yuan to 6.23 yuan per 10 shares [2] - Wison Information and WuXi AppTec also joined the trend, with Wison proposing a cash dividend of 1.22 billion yuan, representing 40% of its net profit [2] Group 2: Future Dividend Plans - Companies are increasingly releasing long-term dividend plans, such as Yonghui Supermarket's three-year plan prioritizing cash dividends and allowing for mid-year distributions [4] - Jingyan Technology also announced a three-year plan, committing to maintain a minimum of 15% cash distribution of its distributable profits annually [4][5] Group 3: Regulatory Influence - The China Securities Regulatory Commission has been promoting more frequent dividend distributions, encouraging companies to adopt innovative models like pre-dividends and multiple distributions per year [6] - Data shows a significant increase in mid-year dividends in 2024, with approximately 504 companies distributing a total of 580 billion yuan, marking a substantial rise compared to previous years [6]

富士康此前就已通过子公司鸿佰宣布与英伟达合作开发基于Blackwell架构的AI服务器，该服务器采用 液冷技术优化散热，并表示将深化三大智慧平台技术整合。 智通财经APP获悉，台湾地区科技制造巨头富士康(鸿海精密工业)正加速推进其在美国的人工智能服务 器制造布局。据知情人士透露，这家长期为英伟达(NVDA.US)、苹果(AAPL.US)等美国科技企业提供代 工服务的公司，已正式签署协议以3.75亿美元的价格出售其位于俄亥俄州的电动汽车工厂，并计划将部 分收益再投资于在美国发展人工智能服务器制造业务。 值得关注的是，富士康正测试人形机器人技术，未来或应用于AI服务器生产，报道称其可能成为全球 首批采用此类技术的企业之一。 此次战略调整正值美国科技行业掀起人工智能基建热潮。微软(MSFT.US)、Meta(META.US)等企业已宣 布未来数年将投入数千亿美元布局相关领域，而美国政府通过《芯片与科学法案》支持半导体制造，持 续推动高端制造业回流。资本市场对此消息反应积极，英伟达与苹果股价均有不同程度的上涨，反映出 投资者对人工智能产业链本土化的乐观预期。 分析认为，富士康此次业务转型既契合美国重构科技供应链的战略 ...

8月4日，蓝思科技披露最新调研纪要称，今年公司承接智元机器人全系列多款人形机器人业务，与智元 机器人合资成立湖南智启未来科技有限公司，聚焦消费电子与新能源领域的高端智能制造装备，提供自 动化整体解决方案；并完成对智元机器人旗下浙江智鼎机器人的战略投资，主营商用智能清洁机器人， 致力于AI+机器人的融合创新。 此外，公司作为北美大客户外观件和结构件的核心供应商，在产品开发过程中与客户通力合作，深入参 与产品的设计、研发、生产、迭代等全周期，提供量身定制的解决方案，折叠屏新品开发和验证均进展 顺利，已根据客户需求进行产能规划和投资建设，为折叠屏新机大规模量产做好准备。 此外，公司为国内外多家人形机器人公司提供头部模组、关节模组、灵巧手、躯干壳体等结构件及整机 组装服务；与北美机 器人头部客户已确定头部模组和结构件份额，灵巧手和结构件在送样过程中。随 着北美头部客户加快新型号定型节奏，后续进行大规模量产，公司相关模组和结构件有望实现大批量供 货。 另外，3D 玻璃技术让"超薄机身"与"强大影像"共存成为可能，未来将成为高端旗舰机型的主流方案。 今年开始3D玻璃需求快速放量，预计在未来数年需求保持高速增长。头部品牌带 ...

Group 1 - The stock of Lens Technology (300433) (06613) rose over 7% in early trading, currently up 4.49% at HKD 20.5, with a trading volume of HKD 175 million [1] - On August 3, Lens Technology announced that overall coordinators fully exercised a 15% over-allotment option, involving a total of 39.3384 million shares at a price of HKD 18.18 per share, resulting in a net additional income of approximately HKD 711 million [1] - The stabilization period for the global offering ended on the same day, and the Shenzhen Stock Exchange announced adjustments to the list of Hong Kong Stock Connect eligible securities, effective from August 4, including the addition of Lens Technology [1] Group 2 - According to Ping An International, Lens Technology has ample growth momentum in the short, medium, and long term, driven by the increasing value of glass per unit from ultra-thin and foldable smartphones over the next three years, which will enhance average unit price and gross margin [1] - Starting next year, the penetration of UTG glass in foldable smartphones is expected to sustain the momentum for mobile phone cover glass [1] - The automotive glass business is anticipated to enter a harvest period next year, providing medium-term growth momentum [1] - Lens Technology's diversified material layout, including metals like aluminum and titanium, continues to show an upward trend [1] - The company is also well-positioned in emerging industries such as humanoid robots and AI glasses, ensuring long-term growth potential and certainty [1]

Group 1 - The core point of the article is that Lens Technology (06613) experienced a significant stock price increase, with a rise of over 7% in early trading and a current price of 20.5 HKD, driven by positive market developments and growth prospects [1] - On August 3, Lens Technology announced that overall coordinators fully exercised a 15% over-allotment option, involving a total of 39.3384 million shares at a price of 18.18 HKD per share, resulting in a net additional income of approximately 711 million HKD [1] - The stabilization period for the global offering ended on the same day, and the Shenzhen Stock Exchange announced adjustments to the list of Hong Kong Stock Connect securities, effective from August 4, which included the addition of Lens Technology [1] Group 2 - According to浦银国际, Lens Technology has ample growth momentum in the short, medium, and long term, driven by the increasing value of single-unit glass due to the rise of ultra-thin and foldable smartphones over the next three years [1] - The average unit price and gross margin are expected to increase again, with the penetration of UTG glass in foldable phones starting next year, sustaining the momentum for mobile cover glass [1] - The automotive glass business is anticipated to enter a harvest period next year, providing medium-term growth momentum, while the company's diversified material layout, including metals like aluminum and titanium, continues to show an upward trend [1] - Lens Technology is also expanding into emerging industries such as humanoid robots and AI glasses, ensuring long-term growth potential and certainty [1]

Group 1 - Over 60% of companies have utilized repurchase loans, with 653 companies in the A-share market receiving a total loan support of 141.82 billion yuan, of which 89.42 billion yuan is specifically for share repurchases, accounting for 63.05% [1] - Companies such as Muyuan Foods, BOE Technology Group, and Haier Smart Home have each secured over 1 billion yuan in repurchase loan limits [1] - Muyuan Foods announced a total repurchase of 53.63 million shares, representing 0.98% of its total equity, with a total repurchase amount of 2.16 billion yuan, and the repurchase price ranged from 36.16 yuan to 46.20 yuan per share [1] Group 2 - AVIC Heavy Machinery announced the completion of its share repurchase, having repurchased 11.94 million shares, which is 0.76% of its total equity, using a total of 200 million yuan [2] - Kailong High-Tech received a 25 million yuan repurchase loan and completed its repurchase plan by acquiring 1.69 million shares, which is 1.47% of its total equity, for a total amount of 2.55 million yuan [2] - Other companies like Shandong Road and Bridge and Yanshan Technology also completed their share repurchases quickly after obtaining special loans [3]

Group 1: IPO Market Overview - In July 2025, the A-share market issued 9 new stocks, raising a total of 23.2 billion yuan, primarily driven by Huadian New Energy's fundraising of 18.2 billion yuan, the largest IPO of the year[10] - The average fundraising rate for newly issued stocks was 99.7%, with 3 out of 6 new stocks exceeding their fundraising targets[15] - The average price-to-earnings (PE) ratio for new stocks in July was 19 times, down from 23 times in June, with an average discount of 43% compared to comparable companies[21] Group 2: Market Performance and Participation - The average first-day closing price increase for new stocks was 252%, a rise of 63 percentage points from the previous month, maintaining a "zero break" record for the year[39] - The number of offline participants in the new stock market reached a record high in 2025, with over 8,000 participants in the main board and over 7,000 in the ChiNext board[22] - The offline allocation ratio for the ChiNext A/B classes was 0.0250% and 0.0242%, respectively, both showing increases of 11% and 8%[29] Group 3: Registration and Approval Process - The average "acceptance-to-issuance" cycle for IPOs was 854 days, a decrease of 13% from the previous month, indicating a faster registration process[61] - As of the end of July 2025, there were 324 IPO projects pending approval, with a total intended fundraising amount of 307.1 billion yuan[64] - The approval rate for IPO projects in July was 80%, with 9 projects reviewed and 11 projects registered[61] Group 4: Risk Factors - Potential risks include changes in the pace of IPO approvals, adjustments to issuance regulations, fluctuations in investor participation, and systemic risks[66]

7月，赴港上市有所降温，有21家公司递表港交所，创下2025年4月以来月度最低值。与此同时，有17家 A股上市公司首次公告披露拟赴港IPO（首次公开募股），这一数量则创下年内月度新高，显示出A股 公司赴港上市仍在提速。 A股IPO市场7月有9家公司首发上会，其中1家被暂缓表决，其余8家过会，有8家新股上市，与6月数量 持平，新股在上市首日涨幅均超过1倍，"打新"市场赚钱效应爆棚。IPO终止方面，7月有6家公司终止 IPO申请，数量较6月有所下降。IPO进程方面此前迟迟没有动静的券商和银行，近期接连出现终止现 象。继6月开源证券之后，7月顺德银行终止IPO申请。 已披露公司数量创新高 7月，企业赴港上市热有所降温。 中国证监会官网披露的《境内企业境外发行证券和上市备案情况表（首次公开发行及全流通）（截至 2025年8月1日）》显示，截至2025年8月1日，共有228家公司在进行境外发行证券备案中，其中有180家 拟赴港交所上市，45家拟赴纳斯达克交易所上市，3家拟在台湾证券交易所上市。 上述9家上会企业中，除了恒坤新材被暂缓表决外，其余8家公司过会。这也是自2024年9月23日科隆新 材被暂缓表决后，再度有企业 ...

格隆汇8月4日丨中京电子(002579.SZ)公布，截至2025年7月31日，公司通过集中竞价交易方式累计回购 公司股份1,395,000股，占公司总股本比例的0.23%，回购最高价为8.15元/股，最低价为7.70元/股，已使 用资金总额为10,946,425.50元（含交易费用）。本次回购符合相关法律法规的要求，符合既定的回购股 份方案。 ...