登录新浪财经APP 搜索【信披】查看更多考评等级 专题：金麒麟|2025金牌董秘评选 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 由新浪财经主办的第十一届金麒麟·金牌董秘评选火热进行中！评选期间推出《董秘说》专访活动，助 力投资者深入了解上市公司资本价值和发展战略。本期，董秘陈一帆做客《董秘说》，带你走进洲明科 技>>给她投票 在环境保护方面，公司通过研发和使用更高效的LED技术，减少能源消耗和碳排放；优化生产流程，减 少废物产生，提高资源的循环利用率；确保供应链的环保合规性，选择环境友好的原材料和合作伙伴。 公司及公司旗下蓝普品牌，凭借LED显示产品技术优势，被正式授权为"碳中和承诺示范单位"，洲明 LED显示屏荣获TUV南德碳足迹证书。 新浪财经：欢迎陈总做客《董秘说》，请陈总先简单介绍一下公司主营产品和经营状况。 陈一帆：大家好。非常感谢新浪财经《董秘说》的邀请。深圳市洲明科技股份有限公司（以下简称 洲明科技），是全球领军的LED显示与照明产品及光显解决方案供应商，旗下LED显示屏连续6年销售 额以及出货面积保持行业第一、世界第一。 公司成立于2004年，2011年上市（股 ...

凤凰网财经《公司研究院》 当全国网友还在消化这些劲爆言论时，润田矿泉水已经在谋划借壳上市了。 2个月前，ST联合（国旅文化投资集团股份有限公司）发布公告，筹划以发行股份及支付现金的方式，购买润田实业部分或全部股权并募集配套资金，以 实现对润田实业的控制。 01 黄安根早已出局，沦为失信被执行人 "我老公是卖水的，卖水的可挣钱了，好几个老婆，好几个孩子。" 这番言论出自博主 "暴躁十亿姐" 之口，她自称是江西润田矿泉水创始人黄安根的妻子魏苗苗。 她不仅自曝丈夫有过四段婚姻、生了 5个孩子（自己育有 2个女儿），还在置顶视频里高调宣称："1989年的我嫁给 1963年的他，不是一时兴起，而是奉陪 到底。" 直播间里的魏苗苗更是表现力十足。一边传授独家 "富婆生存法则"，扬言自己 "字典里只有丧偶、没有离婚"，要让女儿继承事业，甚至放出狠话 "要是丈 夫出轨，就得在深圳买套房补偿，还必须登记在我妈名下"。 一边拿着自家产品热情吆喝带货，把丈夫的"创始人光环"狠狠打造成流量密码。 魏苗苗在个人简介中这样描述自己："江西润田上市公司创始人老板娘，育有两个女儿，家中还有两家准上市企业，分别是深圳秦沃与深圳汉朔建元。" 然 ...

证券代码：301002 证券简称：崧盛股份 深圳市崧盛电子股份有限公司 投资者关系活动记录表 编号 2025-008 3、美国关税对公司的影响？ 目前公司生产的 LED 驱动电源产品对美直接出口关税约 58%（包含 301 关 税、IEEPA 关税及对等关税），2024 年公司 LED 驱动电源直接外销金额为 1.40 亿元，占整体营业收入的比例为 16%。其中美国地区直接外销销售占 比约 1%。 4、公司中山智能制造生产基地目前产能利用率如何？ 2024 年公司整体产能利用率约 66%，今年预计在 70%左右。 5、植物照明市场需求如何？公司植物照明收入占比如何？ 投资者关系 活动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位名 称 兴业证券、恒立基金、长城证券、东北证券 时间 2025 年 7 月 22 日 10:00-11:00 2025 年 7 月 22 日 14:00-14:30 地点 公司会议室 上市公司接 待人员姓名 证券事务代表：刘佳佳 投资者关系 活动主要内 容介绍 一、介绍公司基本情况 二、互动问答 1、2024 年度 LED 驱动电源 ...

Core Viewpoint - Jucan Optoelectronics has demonstrated steady performance in the first half of 2025, with revenue and net profit both showing year-on-year growth, indicating the effectiveness of its full-color product layout and laying a solid foundation for future development [1][5]. Financial Performance - In the first half of 2025, Jucan Optoelectronics achieved operating revenue of 1.594 billion yuan, a year-on-year increase of 19.51%, and a net profit attributable to shareholders of 117 million yuan, up 3.43% year-on-year [1]. - The second quarter revenue reached 863 million yuan, marking a historical high for a single quarter [1]. Product Development - The proportion of high-end products, including Mini LED, automotive lighting, and backlighting, has been continuously increasing, optimizing the product structure and enhancing profitability [2]. - The gross margin for LED chips and epitaxial wafers reached 26.15%, an increase of 0.65 percentage points year-on-year, indicating improved bargaining power and a healthier profit structure [2]. Technological Advancements - Jucan Optoelectronics invested 63.9984 million yuan in R&D during the first half of 2025, a year-on-year increase of 5.87% [2]. - The company has made significant progress in GaN and GaAs epitaxy, achieving breakthroughs in substrate performance and yield, which supports the market introduction of RGB full-color products [2][3]. Market Trends - The LED industry is experiencing structural growth, with a shift towards Mini LED and Micro LED technologies, driven by increasing demand in various sectors such as automotive and agriculture [3][4]. - The demand for high-reliability and high-integration chips is rising due to the evolution of lighting products from mere light sources to interactive terminals, aligning with Jucan's full-color product matrix and Mini/Micro LED technology breakthroughs [4]. Future Outlook - The annual production project of 2.4 million red and yellow light epitaxial wafers and chips is expected to reach operational status by March 2026, further solidifying the company's full-color advantages [4]. - As the company progresses with its fundraising projects and capacity release, it is anticipated to enhance its market share in the high-end and diversified trends of the LED industry, achieving high-quality development [5].

SAN JUAN CAPISTRANO, Calif., July 21, 2025 (GLOBE NEWSWIRE) -- The Ensign Group, Inc. (Nasdaq: ENSG), the parent company of the Ensign™ group of companies, which invest in and provide skilled nursing and senior living services, physical, occupational and speech therapies, other rehabilitative and healthcare services, and real estate, announced today that it expects to issue its second quarter 2025 financial results on Thursday, July 24, 2025. Conference Call Ensign invites current and prospective investors ...

南都讯 记者颜鹏 近日，在浙江德清博采AI虚拟影视基地开园暨AI虚拟影视科技发布会现场，全球单体 最大的LED虚拟摄影棚亮相。该项目由深企艾比森携手博采传媒共同打造，屏幕呈270度环幕形态，直 径达50米，高度12米，单体影棚总面积5000m²，屏幕总面积约1700㎡，相当于4个标准篮球场大小，以 6亿像素点刷新全球单屏像素点数量纪录。 在虚拟制作技术深刻改变影视制作方式的趋势下，艾比森致力于推动LED虚拟摄影棚的应用，促进影视 行业制作技术革新。以满足客户需求为导向，艾比森成功突破了LED显示屏在相机下的画质表现质量等 关键难题，攻克HDR显示、色彩还原、高帧率、高刷新率以及近距离拍摄下摩尔纹和斜纹优化等显示 技术难点，形成了领先的LED虚拟拍摄技术体系。 艾比森与博采的合作由来已久，双方在虚拟拍摄领域早有渊源，积累了丰富的实践经验。本项目实施过 程中，双方技术团队充分沟通，从前期方案设计、技术难点攻关到施工安装调试，全程紧密协作。艾比 森聚焦小间距、高分辨率、高精度显示，不仅提供了业界领先的LED显示屏，更以包含核心显示技术、 专业工程实施、色彩管理及全流程技术支持在内的整体解决方案，为这座全球单体最大的 ...

Core Insights - The recent groundbreaking of the OLED display material development and industrialization project by Aolaide in Changchun marks a significant step in reducing reliance on imported high-end display materials and promoting the collaborative development of the upstream and downstream industrial chain [3][8] - Aolaide aims to become a leading international OLED display material research and production base, contributing to the construction of a complete and competitive optoelectronic industry cluster in Changchun [9] Company Development - Aolaide's chairman, Xuan Jingquan, emphasizes the company's commitment to a "specialized, refined, distinctive, and innovative" development path, focusing on solving industry bottlenecks [3][6] - The company has transitioned from being a material supplier to a dual leader in both materials and equipment, following significant technological breakthroughs, including the production of the 6th generation AMOLED linear evaporation source equipment [6][8] Market Position and Strategy - The global OLED display industry is experiencing a dual opportunity of technological iteration and market expansion, with China's OLED display panel and module output expected to exceed 100 billion yuan in 2024, reflecting a 38% year-on-year growth [8] - Aolaide's R&D investment is projected to reach 150 million yuan in 2024, accounting for 28.15% of its revenue, which supports ongoing technological innovation [8][9] Talent Development - Aolaide implements a talent cultivation system that emphasizes practical training, enabling employees to grow within the company, as exemplified by the career progression of its deputy general manager [7] - The company has applied for a total of 913 invention patents, with 392 granted, showcasing its commitment to breaking foreign patent monopolies through continuous innovation [7][9] Industry Standards and Future Outlook - Aolaide is leading the development of national standards for key processes in the OLED industry, aiming to enhance the autonomy and international competitiveness of the industry [9] - The new facility will focus on producing 1,000 tons per year of photosensitive polyimide materials and other critical components, supporting the company's dual strategy of materials and equipment [9]

1）崧盛股份 （创富兆业参与公司特定对象调研） 调研纪要：崧盛股份在LED驱动电源领域有15年技术沉淀，产品取得全球多国安规认证，具备多种防护 设计和调光功能。储能子公司定位为技术驱动型企业，研发人员占比高，产品设计灵活，具备较强市场 竞争力。储能逆变器产能利用率较高，户用储能系统核心部件陆续出货。公司持续管理"崧盛转债"，存 续债券余额约2.94亿元。LED驱动电源产品对美直接出口关税约58%，2024年直接外销金额为1.40亿 元，占整体营业收入比例为16%，其中美国地区直接外销销售占比约1%。 根据市场公开信息及7月16日披露的机构调研信息，知名私募创富兆业近期对1家上市公司进行了调研， 相关名单如下： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 机构简介： 深圳创富兆业金融管理有限公司成立于2013年12月，是经中国基金业协会备案成立的私募基金管理公 司，注册资本一千万元人民币，公司总部位于深圳福田，经营范围包括私募基金管理业务，发起设立基 金和经中国证监会与基金业协会批准的其他业务。创富兆业私深圳创富兆业金融管理有限公司 ...

Core Insights - Edible Garden AG Incorporated has launched its Pickle Party™ line of fresh condiments at Uncle Giuseppe's Marketplace, coinciding with the peak summer season for consumer demand for flavorful condiments [1][3] - The Pickle Party™ line is the world's first functional pickle line, featuring raw, refrigerated, fermented, Kosher, and Non-GMO products made through traditional fermentation methods [2][3] - The company has also expanded its herb distribution with a new partnership at Scotty's Marketplace, offering hydroponic basil and various potted herbs [3] Company Overview - Edible Garden is a leader in controlled environment agriculture (CEA), focusing on locally grown, organic, and sustainable produce, with products available in over 5,000 stores across the US, Caribbean, and South America [4] - The company operates vertically integrated greenhouses and processing facilities in New Jersey and Michigan, utilizing patented technologies like GreenThumb software and Self-Watering displays to optimize production and reduce environmental impact [4] - Edible Garden has been recognized as a FoodTech 500 company and is a participant in Walmart's Project Gigaton sustainability initiative [4]

受益锂电业务高增，蔚蓝锂芯经营业绩持续增长。 7月13日，蔚蓝锂芯发布2025年半年度业绩预告，预计净利润为3亿元至3.6亿元，比上年同期增长79.29%至115.15%。报告期内，公司各 项业务运营良好，尤其是锂电池业务出货量持续增加，带动业绩同比增长。 作为金属物流行业首家上市企业，蔚蓝锂芯历经两次战略转型后，现已形成LED芯片、锂电池及金属物流三大业务协同发展格局。 近年来，蔚蓝锂芯持续加码海外产能并在海外市场取得显著进展。2024年，公司海外订单规模显著增加，海外客户订单总体营收占比接近 50%。 锂电高增驱动业绩增长 据了解，蔚蓝锂芯前身为澳洋顺昌，2008年在深交所上市，是金属物流行业中首家在国内上市的企业。2011年，公司进军LED芯片领域，迈 出多元化发展的重要一步；2016年，通过收购江苏天鹏电源有限公司，其正式进入锂电池制造领域。 经过两次重要转型，目前公司主要业务涵盖LED芯片业务、锂电池及金属物流配送三大板块，旗下拥有20多家控股子公司，业务遍布苏州、 上海、东莞、淮安、扬州等地，形成了广泛且稳固的业务布局。 在海外市场订单方面，蔚蓝锂芯成绩斐然。2021年，其子公司天鹏电源与德国博世 ...