每经AI快讯，蓝思科技（SZ 300433，收盘价：31.9元）10月10日晚间发布公告称，截至2025年9月30 日，公司通过回购专用证券账户，以集中竞价方式累计回购公司股份数量约149万股，占公司目前A股 总股本的0.03%，最高成交价为30.15元/股，最低成交价为22.5元/股，支付的总金额约为4217万元，回 购实施情况符合相关法律法规的要求和公司既定回购方案。 每经头条（nbdtoutiao）——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后，这些城市怎么 样了？ （记者 王晓波） 2024年1至12月份，蓝思科技的营业收入构成为：电子元器件制造业占比100.0%。 截至发稿，蓝思科技市值为1686亿元。 ...

每经AI快讯，歌尔股份（SZ 002241，收盘价：39.59元）10月9日晚间发布公告称，截至2025年9月30 日，公司通过回购专用证券账户使用自有资金和自筹资金以集中竞价交易方式累计回购股份约2127万 股，占公司总股本的比例为0.6%，最高成交价为33.88元/股，最低成交价为20.35元/股，支付金额约为 5.1亿元。 （记者 曾健辉） 2025年1至6月份，歌尔股份的营业收入构成为：电子元器件制造业占比96.59%，其他业务占比3.41%。 截至发稿，歌尔股份市值为1386亿元。 每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 ...

每经AI快讯，亿纬锂能（SZ 300014，收盘价：76.34元）9月24日晚间发布公告称，截至本公告披露 日，公司控股股东、实际控制人及其一致行动人累计质押股份数量约为3.69亿股，占其所持股份比例为 45.23%。 2025年1至6月份，亿纬锂能的营业收入构成为：电子元器件制造业占比100.0%。 截至发稿，亿纬锂能市值为1562亿元。 每经头条（nbdtoutiao）——"9·24"一周年，A股总市值破116万亿元！四大变革重塑中国资本市场新生 态 （记者 曾健辉） ...

Group 1: Financial Performance and Market Position - The price of titanium dioxide has decreased while raw material costs, particularly sulfur, have increased significantly [2][3] - The gross profit margin for Meilian is only 11%, compared to over 20% for competitors Ningbo Color Masterbatch and Baolidi, indicating weaker profitability [2][3] - The company aims to enhance product competitiveness through the completion of the Dazhou project, which is expected to start trial production in September 2026 [3] Group 2: Project Developments and Strategic Partnerships - The Dazhou project benefits from local natural gas and sulfur resources, providing a cost advantage in titanium dioxide production [3] - The company has established a partnership with Starry Sodium Electric for a 10 billion yuan collaboration, focusing on sodium-ion battery projects [3][5] - The EX electronic materials have passed HBM stacking packaging verification, with applications primarily in overseas supply chains [4][6] Group 3: Production Capacity and Future Plans - The production capacity for EX electronic materials is currently 200 tons, with plans for expansion based on PCB industry developments [6][7] - The company is actively pursuing cost reduction and efficiency improvement strategies to enhance sales revenue in the second half of the year [6] - The new energy and polymer materials project in Xuanhan County is still under construction and has not yet generated trial production revenue [6][7] Group 4: Product Applications and Market Potential - The EX electronic materials are crucial for high-speed data transmission and are being applied in AI servers, communication fields, and semiconductor packaging [6] - The company’s Prussian blue cathode materials are progressing well, with plans for mass production and sales in the near future [6][7] - The EX materials have been successfully applied in NVIDIA's supply chain for AI servers [6][7]

天眼查App显示，近日，广东统联精密制造有限公司成立，注册资本2000万人民币，经营范围为一般项 目：金属制品研发；金属制品销售；金属表面处理及热处理加工；汽车零部件研发；汽车零部件及配件 制造；通用零部件制造；电子元器件制造；其他电子器件制造；电子元器件与机电组件设备制造；电子 元器件与机电组件设备销售；电子专用材料研发；电子专用设备制造；电子专用材料销售；电子专用设 备销售；电子产品销售；机械设备研发；机械设备销售；电子专用材料制造；通信设备制造；通信设备 销售；移动通信设备制造；移动终端设备制造；移动通信设备销售；移动终端设备销售；光通信设备制 造；光通信设备销售；模具制造；模具销售；塑料制品制造；塑料制品销售；塑胶表面处理；化工产品 生产（不含许可类化工产品）；化工产品销售（不含许可类化工产品）；第一类医疗器械生产；第一类 医疗器械销售；第一类医疗设备租赁；第二类医疗器械销售；第二类医疗设备租赁；软件开发；软件销 售；货物进出口；技术进出口；非居住房地产租赁；物业管理；国内贸易代理。（除依法须经批准的项 目外，凭营业执照依法自主开展经营活动）许可项目：第二类医疗器械生产；第三类医疗器械生产；第 三类医 ...

每经头条（nbdtoutiao）——到底是不是预制菜？罗永浩大战贾国龙！记者实探西贝后厨，厨师长谈罗 永浩点的烤鱼：需门店二次切配等，不是加热即食 （记者 曾健辉） 每经AI快讯，歌尔股份（SZ 002241，收盘价：32.34元）9月12日晚间发布公告称，公司第六届第三十 二次董事会会议于2025年9月12日在公司会议室以现场加通讯表决方式召开。会议审议了《关于子公司 股权交易事项的议案》等文件。 2025年1至6月份，歌尔股份的营业收入构成为：电子元器件制造业占比96.59%，其他业务占比3.41%。 截至发稿，歌尔股份市值为1132亿元。 ...

Group 1 - The core viewpoint of the article is that Zhenhua Technology (SZ 000733) held its 9th meeting of the 10th board of directors on September 12, 2025, to discuss the proposal for using part of the idle raised funds for cash management [1] - For the first half of 2025, Zhenhua Technology's revenue composition is entirely from the electronic components manufacturing industry, accounting for 100.0% [1] - As of the time of reporting, Zhenhua Technology has a market capitalization of 26.8 billion yuan [1]

Group 1 - The core point of the article is that major shareholders of Jin'an Guoji (SZ 002636) plan to reduce their holdings, with Shanghai Donglin Investment Development Co., Ltd. intending to sell up to approximately 20.95 million shares, representing about 39.83% of the company's total shares [1] - The company reported that its revenue composition for the first half of 2025 is as follows: 96.31% from electronic component manufacturing, 2.28% from medical device manufacturing, and 1.41% from other manufacturing [1] - As of the report, Jin'an Guoji has a market capitalization of 10 billion yuan [1] Group 2 - Another shareholder, Ningbo Jinhua Enterprise Management Consulting Co., Ltd., plans to reduce its holdings by up to approximately 890,000 shares, which accounts for 0.122% of the total shares [1]

Company Overview - Jin'an Guoji announced the convening of its sixth board meeting on August 29, 2025, in Shanghai, where the 2025 semi-annual report and its summary were reviewed [1] - As of the report, Jin'an Guoji has a market capitalization of 10.4 billion yuan [1] Revenue Composition - For the year 2024, Jin'an Guoji's revenue composition is as follows: - Electronic components manufacturing accounts for 92.63% - Manufacturing industry accounts for 2.74% - Medical device manufacturing accounts for 2.7% - Other businesses account for 1.93% [1]

Group 1 - The core point of the article is that EVE Energy Co., Ltd. announced the release and pledge of shares by its controlling shareholder, Yiwai Holdings, which holds approximately 3.97 billion shares, accounting for 48.74% of its total shares [1][1][1] - As of the announcement date, EVE Energy's market capitalization is 117 billion yuan [1][1][1] - For the first half of 2025, EVE Energy's revenue composition is entirely from the electronic components manufacturing industry, with a 100% share [1][1][1] Group 2 - The article also mentions the upcoming A-class car exhibition in Southwest China, which will feature nearly 120 brands and 1,600 vehicles, indicating a competitive market landscape for new energy vehicles [1][1][1]