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羲和光谷光电产业孵化器启用
Zheng Quan Shi Bao Wang· 2025-11-23 07:37
人民财讯11月23日电,11月22日,羲和光谷光电产业孵化器启动仪式及项目路演会举行。活动上,由上 海国投公司、嘉定区人民政府、中国科学院上海光学精密机械研究所三方打造的羲和光谷光电产业孵化 器启用,标志着"政府搭台、科研驱动、资本赋能"合作模式正式落地。同时,上海国投公司旗下上海未 来产业基金与嘉定科投集团、杭州中科神光股权投资有限公司三方共同启动"上海辉光羲和创业投资基 金"合作项目。 ...
国科天成11月20日获融资买入4642.23万元,融资余额2.29亿元
Xin Lang Cai Jing· 2025-11-21 01:34
Core Insights - Guoke Tianceng's stock price increased by 3.47% on November 20, with a trading volume of 288 million yuan, indicating positive market sentiment [1] - The company reported a net financing purchase of 21.72 million yuan on the same day, reflecting strong investor interest [1] - As of September 30, 2025, Guoke Tianceng achieved a revenue of 716 million yuan, marking an 11.31% year-on-year growth, and a net profit of 126 million yuan, up 17.63% year-on-year [2] Financing and Margin Trading - On November 20, Guoke Tianceng had a financing buy amount of 46.42 million yuan, with a total financing balance of 229 million yuan, representing 4.02% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of leverage [1] - The company had no shares repaid in margin trading on November 20, with 500 shares sold short, totaling 23,800 yuan, and a short balance of 6,200 yuan, which is above the 60th percentile of the past year [1] Shareholder and Institutional Holdings - As of September 30, 2025, Guoke Tianceng had 15,000 shareholders, a decrease of 1.89%, while the average number of circulating shares per shareholder increased by 238.49% to 7,931 shares [2] - The company has distributed a total of 17.44 million yuan in dividends since its A-share listing [3] - Among the top ten circulating shareholders, the "Fuguo Military Industry Theme Mixed A" fund increased its holdings by 2.25 million shares, while several other funds exited the top ten list [3]
研报掘金丨开源证券:首予华工科技“买入”评级,三大业务共振,筑就AI光电领军企业
Ge Long Hui A P P· 2025-11-20 07:06
开源证券研报指出,华工科技围绕激光完善产品矩阵,目前形成了三大业务格局:以激光加工技术为重 要支撑的智能制造装备业务;以信息通信技术为重要支撑的光联接、无线联接业务;以敏感电子技术为 重要支撑的传感器业务。公司作为国内光电领域领军企业,多板块布局,市场地位突出,随着海内外人 工智能的快速发展,产生对高速率光模块的蓬勃需求,公司研发实力强劲,市场份额有望进一步提升, 长期成长空间广阔。预计公司2025-2027年归母净利润分别为19.6、25.5、32.6亿元;当前收盘价对应PE 为36.9倍、28.3倍、22.2倍,首次覆盖给予"买入"评级。 ...
宜业宜居竞“双流”——来自全球熊猫伙伴大会举办地的高质量发展观察
Xin Hua Wang· 2025-11-19 13:10
新华社成都11月19日电 题:宜业宜居竞"双流"——来自全球熊猫伙伴大会举办地的高质量发展观察 新华社记者董小红、王曦 蓉城初冬,银杏渐黄,彩林缤纷。跨越国界的生态之约,共赴美好的友谊之聚,11月20日至22日,2025全球熊猫伙伴大会将在四川成都双流 区举行。 航空航天等先进制造业崛起、连续五年获评"最具幸福感城区"、文旅融合多元发展……以"川流不息"的开放胸襟,激活高质量发展新引擎, 成都双流区正在擦亮"智造航空港、幸福公园城"的新名片,加快谱写公园城市示范区高质量发展新篇。 2025年7月21日,国产大飞机C919从双流国际机场起飞。新华社发(刘婷 摄) 智造产业"雨林"拔节生长 双流古称广都,文化底蕴深厚,经济发展迅速。双流区是成都双流国际机场所在地,今年上半年旅客吞吐量达1608.2万人次,同比增长 2.6%。从航空航天产业蓬勃生长到光电产业日益集聚,一张涵盖先进制造业的"智造"生态网在双流区越织越密,正崛起为当地高质量发展的新动 能。 9月26日,空中客车服务公司Satair成都公司成功收购一架A319飞机机身,这标志着双流区成功打通飞机"收购—拆解—分销"全流程环节。 退役飞机迎来"新生",是双 ...
国科天成11月18日获融资买入2005.98万元,融资余额2.05亿元
Xin Lang Cai Jing· 2025-11-19 01:36
Core Viewpoint - Guoke Tianceng's stock price increased by 1.74% on November 18, with a trading volume of 138 million yuan, indicating positive market sentiment towards the company [1]. Financing Summary - On November 18, Guoke Tianceng had a financing buy-in amount of 20.06 million yuan and a financing repayment of 17.36 million yuan, resulting in a net financing buy of 2.70 million yuan [1]. - The total financing and securities balance for Guoke Tianceng reached 205 million yuan, accounting for 3.76% of its market capitalization, which is above the 90th percentile of the past year [1]. - The company had a securities lending repayment of 5,500 shares on November 18, with no shares sold, and a securities lending balance of 800 shares valued at 36,600 yuan, also above the 50th percentile of the past year [1]. Business Performance - As of September 30, Guoke Tianceng reported a total revenue of 716 million yuan for the first nine months of 2025, reflecting a year-on-year growth of 11.31% [2]. - The net profit attributable to the parent company was 126 million yuan, showing a year-on-year increase of 17.63% [2]. - The company's main business segments include optoelectronic business (84.32%), navigation (6.86%), information systems (5.30%), remote sensing (2.69%), and others (0.84%) [1]. Shareholder Information - As of September 30, the number of shareholders for Guoke Tianceng was 15,000, a decrease of 1.89% from the previous period, while the average number of circulating shares per person increased by 238.49% to 7,931 shares [2]. - The company has distributed a total of 17.44 million yuan in dividends since its A-share listing [3]. - Among the top ten circulating shareholders, the "Fuguo Military Industry Theme Mixed A" fund increased its holdings by 2.25 million shares to 3.15 million shares [3].
莱特光电拟发不超7.66亿可转债 2022年上市募8.87亿元
Sou Hu Cai Jing· 2025-11-17 07:03
本次可转换公司债券在发行完成前如遇银行存款利率调整,则由公司股东会授权董事会(或由董事会授 权人士)对票面利率作相应调整。 中国经济网北京11月17日讯 莱特光电(688150.SH)11月17日披露的向不特定对象发行可转换公司债券预 案显示,本次发行可转债募集资金总额(含发行费用)不超过人民币76,600.00万元(含本数),扣除发 行费用后的募集资金净额将用于以下项目:"蒲城莱特光电新材料生产研发基地建设项目生产车间1、生 产车间3和生产车间4项目""蒲城莱特生产车间数智化升级改造项目""钙钛矿材料研发及器件验证创新平 台建设项目""补充流动资金"。 | | | | 甲仪: | | --- | --- | --- | --- | | 房貸 | 项目名称 | 项目总投资 | 拟投入募集资金 | | | 蒲城菜特光电新材料生产研发基地建设项目生产 车间 1、生产车间 3和生产车间 4项目 | 52,166.07 | 50,000.00 | | 2 | 蒲城菜特生产车间数智化升级改造项目 | 3,584.69 | 3.400.00 | | 3 | 钙钛矿材料研发及器件验证创新平台建设项目 | 3.375.83 ...
LP周报丨2支重磅母基金发布,东莞放大招了
投中网· 2025-11-15 07:04
以下文章来源于LP波谱 ,作者黎曼 LP波谱 . 本账号专注LP市场报道。"波浪、谱系"是识别市场的维度,也是定义市场的坐标;此外,波谱(Pop Art)也意为放低意义与史诗 的执念,认同商业的日常之美。 将投中网设为"星标⭐",第一时间收获最新推送 聚焦LP出资、新基金、GP招募,捕捉LP圈一周商业情报。 作者丨 Aes 来源丨 投中网 说起广东东莞,其科创地位或许不似深圳和广州耀眼,但作为享誉全国的"制造业之都",其地位始终举足轻重。 本周,东莞两支重磅母基金完成注册,引发市场关注。总规模 60 亿元的母基金集群发布正推动东莞从"世界工厂"的旧面目 向"科创制造强市"的新容貌转型。 这两支基金分别为: 东莞产业链发展母基金,基金目标总规模 50 亿元,首期规模 15 亿元,由中信私募与东莞科创集团担任双 GP ,联合东实集 团、松山湖科学城共同发起设立。基金聚焦人工智能与电子信息、半导体与集成电路、新材料、高端制造与机器人等核心产 业。 滨海湾人工智能母基金,将聚焦 AI+ 制造打造特色产业集群。该基金总规模 10 亿元,首期规模 3 亿元。 母基金的设立并非凭空而来。东莞早已规划了 "8+4" 战略性新 ...
香港,又到了“拼经济”的时候?
创业邦· 2025-11-13 03:15
以下文章来源于秦朔朋友圈 ,作者巫珩 秦朔朋友圈 . 秦朔朋友圈是由中国著名媒体人、财经观察家秦朔牵头创立的一个新媒体与专业服务品牌,包括微信公 众号、微博、视频节目、音频节目等。内容聚焦于经济、金融和商业领域,关注重点为全球和中国财经 商业热点、企业家精神、创新与发明创造、商业文明探索等。 来源丨 秦朔朋友圈 (ID: qspyq2015 ) 作者丨 巫珩 图源丨Midjourney 一个微妙的转折迹象,正在香港悄然发生。 2023年,香港特首李家超曾在《紫荆》杂志发文说,"如果说,2023年是疫后全面复常、急起直追 的一年,那么,2024年将是全力拼经济、加速谋发展、积极惠民生的一年"。 时隔两年,李家超又再次公开表示,香港整体安全已获保障,现阶段港府要全力以赴拼经济、 谋发 展、惠民生 。 自香港回归以来,由于特殊的地位,这里成为中国与世界接轨的重要窗口。而在过去几年,大国关系 风起云涌的时刻,我国香港也被外界视为大国角力的 "矛盾前线"。在这种情况下,安全至上变得尤 为重要。 然而,今年 5月, 国际调解院 落户香港。这是一个关键信号,说明在顶层的规划中,如今的香港, 更多是要发挥 "调解前线"的作用 ...
重庆合川:金融赋能产业民生 协同共治绘就发展新图景
Zhong Guo Xin Wen Wang· 2025-11-13 02:54
Financial Empowerment in Chongqing - Chongqing's Hechuan district is leveraging financial tools to boost the local economy, particularly in the smart connected vehicle parts industry and to enhance safety for the elderly and rural populations [1][4] - The financial support has been characterized as a "combination punch," effectively injecting momentum into various sectors [1] Support for Technology Enterprises - Jin Tong Cheng Technology Co., Ltd. received a 5 million yuan credit loan from a bank, enabling them to complete mold development ahead of a product launch [2] - The company has seen a revenue increase to 70 million yuan in 2024, a threefold growth since the initial collaboration [2] - Hongyi Machinery Co., Ltd. transitioned to the new energy sector with a 1 million yuan credit line, resulting in an 80% increase in output in 2024 [2] Precision Financial Services - Anrui Optoelectronics Co., Ltd. received a 50 million yuan credit line, with financing costs reduced by 20% for chain enterprises [3] - Financial institutions in the area have issued 1735 loans totaling 7.625 billion yuan to technology enterprises, covering all stages of business development [3] Insurance Innovations for Elderly Safety - A new accident insurance product for seniors has been launched, with over 25,000 policies issued, providing 1.58 billion yuan in risk coverage [4] - The insurance product has improved the reimbursement rate for the elderly by 18% [4] Road Safety Initiatives - Ping An Insurance initiated a public safety project, investing 42,000 yuan to upgrade road safety features, resulting in a 50% reduction in accident rates in modified areas [5][6] - The project employs a model combining insurance, technology, and services to monitor road risks and train over 30,000 rural drivers [6] Community Financial Services - The establishment of financial service stations in communities has improved access to social security card services, enhancing convenience for residents [7] - The Chongqing Rural Commercial Bank has deployed 327 financial grid staff, serving over 1.32 million individual clients and 34,000 merchants [7][8] - Since May 2024, banks have conducted over 1,000 outreach activities, issuing nearly 400 million yuan in loans [8]
深圳市杰普特光电股份有限公司 关于召开2025年半年度暨第三季度业绩说明会的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-11-12 00:45
Core Points - The company will hold a performance briefing on November 18, 2025, from 13:00 to 14:00 to discuss its half-year and third-quarter results for 2025 [2][5] - The briefing will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [3][5] - Investors can submit questions from November 12 to November 17, 2025, through the Roadshow Center website or via the company's email [2][6] Meeting Details - The performance briefing is scheduled for November 18, 2025, from 13:00 to 14:00 [5] - The location for the meeting is the Shanghai Stock Exchange Roadshow Center [5] - The meeting will be conducted in an online interactive format, allowing real-time communication with investors [3][4] Participation Information - Investors can participate in the briefing by logging into the Shanghai Stock Exchange Roadshow Center on the scheduled date [4][5] - Questions can be pre-submitted through the Roadshow Center website or the company's email before the deadline [6] - After the briefing, investors can access the main content and details of the meeting on the Roadshow Center website [6]