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华泰联合证券有限责任公司 关于江苏先锋精密科技股份有限公司 2025年半年度持续督导跟踪报告
Zheng Quan Ri Bao· 2025-08-29 23:51
登录新浪财经APP 搜索【信披】查看更多考评等级 根据《证券法》《证券发行上市保荐业务管理办法》和《上海证券交易所科创板股票上市规则》等有关 法律、法规的规定,华泰联合证券有限责任公司(以下简称"华泰联合证券"或"保荐人")作为江苏先锋 精密科技股份有限公司(以下简称"先锋精科""公司")首次公开发行股票并在科创板上市的保荐人,对 先锋精科进行持续督导,并出具本持续督导跟踪报告: 一、保荐人和保荐代表人发现的问题及整改情况 无。 二、重大风险事项 公司目前面临的风险因素主要如下: (一)技术风险 1、无法跟随技术升级迭代的风险 公司所处的半导体设备精密零部件行业属于技术密集型行业,随着芯片制程的不断升级,半导体设备及 半导体设备零部件厂商必须紧跟晶圆制造等产业链下游厂商的需求不断提高工艺水平以及产品性能,从 而对公司的研发能力、工艺水平不断提出更高要求。此外,对于同一代工艺制程,半导体设备企业也会 不断升级优化,提升效率及良品率,公司必须及时研发相匹配的精密零部件产品以应对下游厂商不断提 升的技术要求。 若公司产品不能紧跟和满足客户产品的更新迭代需求,公司的行业地位和未来经营业绩将受到不利影 响。 2、技术人 ...
跨境电商成盐城盐都发展新引擎,企业“出海”步伐加快
Yang Zi Wan Bao Wang· 2025-08-22 09:39
外贸进出口,是拉动经济增长的重要引擎;发展跨境电商,是促进外贸增长的关键之举。今年以来,盐 城市盐都区锚定高质量发展首要任务,以开放思维激活发展动能,持续做大开放平台、拓宽开放通道, 深度融入全球经济体系,以高水平对外开放为高质量发展拓展新空间。 盐城欢乐基文化创意有限公司,是一家专注海外客户个性化毛绒玩具定制的企业。该公司打造了设计、 打样、量产、推广、运营全生命周期服务链条,其产品在阿里巴巴国际站等多个跨境电商平台上,毛绒 玩具类目销售排名第一。 数据显示,今年1-7月盐城跨境电商产业园实现跨境电商交易额6.4亿元,同比增长60%;园区入驻企业 达59家,其中亿元级企业2家,较去年增10%。亮眼成绩源于精准招商:园区与杭州、深圳等地跨境电 商头部企业深度合作,构建起强大集群供应链;建设跨境服务集成中心,打造"企业全生命周期服务 包",关键环节服务成本降低30%,集聚效应持续释放。 盐城跨境电商产业园运营负责人孙伟表示,园区将立足本地资源,聚焦汽车零配件、宠物用品、机械设 备、轻工纺织四大产业,通过创新与品质升级挖掘区域特色,转化为高辨识度品牌资产,推动企业 从"产品出海"转向"品牌出海",实现从产品到品牌 ...
中国供应商电话被打爆,6万亿国债将到期,美国能否信守承诺?
Sou Hu Cai Jing· 2025-05-21 09:54
Group 1 - Recent developments in US-China trade relations have led to increased anxiety among American companies regarding tariff policies, prompting them to urgently contact Chinese suppliers for updates [1][4][6] - In June alone, $6.5 trillion of US national debt is set to mature, and Moody's has downgraded the US sovereign credit rating from "Aaa" to "Aa1," indicating a loss of top-tier credit status [1][13][18] Group 2 - The reliance of American manufacturing on Chinese supply chains is significant, with approximately 18% of imported goods coming from China, particularly in critical sectors like machinery, electronics, and chemicals [6][8][32] - The ongoing tariff fluctuations could severely impact US companies, leading to increased costs and potential production halts, which would destabilize the entire industry chain [9][11][30] Group 3 - Moody's downgrade of the US credit rating has caused global market fluctuations, with the 30-year US Treasury yield surpassing 5%, reflecting investor concerns about the sustainability of US fiscal policies [15][16][18] - The downgrade will increase the financing costs for the US government, with estimates suggesting that a 0.1% rise in interest rates on $6.5 trillion of maturing debt could result in an additional $6.5 billion in annual interest payments [18][21] Group 4 - The ability of the US to honor its trade commitments with China is under scrutiny, especially given the historical context of inconsistent trade policies and the current economic pressures [2][23][24] - The US's growing debt, which has surpassed $36 trillion, and its continued dependence on Chinese supply chains complicate its ability to navigate trade negotiations effectively [30][32]
【行业政策】一周要闻回顾(2025年4月7日-4月13日)
乘联分会· 2025-04-14 08:37
Core Viewpoint - The article discusses the solicitation of opinions on three automotive industry standards related to electric vehicle battery thermal management systems, emphasizing the importance of establishing these standards for industry development and safety [3][5][7]. Group 1: Electric Vehicle Battery Thermal Management Standards - The three proposed standards include: "Part 3: Air Cooling System," "Part 4: Heater," and "Part 5: Direct Cooling and Heating System," which aim to provide technical requirements and testing methods for electric vehicle battery thermal management systems [4][5]. - The air cooling system standard addresses the technical requirements and testing methods for the air cooling systems of electric vehicle batteries, filling a gap in the industry standards [7]. - The establishment of these standards is expected to enhance product safety, unify evaluation standards, and promote the healthy development of the new energy vehicle industry [7]. Group 2: Hybrid Vehicle Supercapacitor Standards - The solicitation for the "Performance Requirements and Testing Methods for Supercapacitors in Hybrid Vehicles" aims to address the lack of standards in the industry, which has limited development [12][14]. - The proposed standard will include performance parameters such as capacity, internal resistance, and maximum power density, which are crucial for ensuring product quality and consistency in the hybrid vehicle sector [15]. - The adoption of this standard is anticipated to significantly improve the technical level and product quality of supercapacitors used in hybrid vehicles, supporting the high-quality development of new energy vehicles [15]. Group 3: Greenhouse Gas Emission Standards for Automotive Engines - The article also discusses the solicitation of opinions on two standards related to greenhouse gas emissions from automotive engines, which are essential for promoting low-carbon and sustainable development in the automotive industry [16][18]. - The standards will provide a unified framework for quantifying carbon footprints and emissions, which is critical for the automotive industry's compliance with carbon neutrality goals [20][21]. - Establishing these standards will help automotive engine manufacturers manage their emissions more effectively, thereby supporting the industry's transition to greener practices [21].