③科创板领涨， 美迪凯(+3.76%)/格科微 (+3.67%)/瑞联新材(+3.29%)/ 行情速递 ① 主板领涨， 中国长城(+7.84%)/天津普林(+5.07%)/湘邮科技(+4.87%)/国星光电(+3.85%)/ 中国软件(+3.60%)/ ②创业板领涨， 航天智装(+8.30%)/卡莱特(+6.37%)/北路智控(+5.01%)/ 公司公告 ① 乐鑫科技，发布2024年年度权益分派实施公告/每股现金红利0.6元（含 税）/每股转增0.4股/总股本由112,200,431股增至156,702,722股/ ② 奥拓电子，发布2024年年度权益分派实施公告/以剔除回购股份后的 649,708,656股为基数/每10股派发现金红利0.20元（含税）/ ③ 协创数据，发布关于公司购买资产的公告/公司根据经营发展需要/拟向多 家供应商采购服务器/并签署相关采购合同/采购合同总金额预计不超过人民 币40 亿元/ ④ 爱克股份，发布关于控股子公司收到客户项目定点通知书的公告/公司控 股子公司无锡曙光分别收到无锡星驱科技有限公司/格拉默/佛吉亚/李尔/比 亚迪/江苏新泉汽车饰件股份有限公司/Multimatic/ ...

一个多月前刚刚被爱克股份（300889）收购，无锡曙光精密工业有限公司（简称"无锡曙光"）便开始贡 献业务增量。 爱克股份同时指出，定点通知不代表最终供货量，实际供货量需以正式订单或销售合同为准。 5月27日晚间，爱克股份发布公告，控股子公司无锡曙光精密工业有限公司（以下简称"无锡曙光"）分 别收到无锡星驱科技有限公司、格拉默、佛吉亚、李尔、比亚迪（002594）、新泉股份（603179）、 Multimatic、继峰股份（603997）的定点通知书，将为前述客户提供领克电驱平台电机定转子、座椅零 部件产品。 证券时报·e公司记者关注到，无锡曙光是爱克股份于今年4月刚刚收入囊中的控股子公司。回溯2024年9 月，爱克股份召开董事会审议通过收购无锡曙光64.87%股权事宜，交易价格为2.47亿元。2025年4月， 公司宣布前述收购已完成工商变更登记，无锡曙光纳入合并报表范围。据悉，无锡曙光是新能源驱动电 机铁芯供应商， 在精密冲压制造领域具有成熟经验。 爱克股份表示，前述项目将提高公司本年度业务收入，对业绩产生积极影响。后续，无锡曙光将做好产 品开发、生产、交付等工作，并将以此为契机，深度嵌入新能源汽车客户供应 ...

Group 1: Banking and Financial Services - Multiple bank wealth management subsidiaries are applying for membership in the China Insurance Asset Management Association, with plans for all to join, potentially leading to a name change for the association to encompass the entire banking insurance asset management industry [1] - City commercial banks are gradually lowering deposit rates to align with national banks, reducing their competitive advantage in attracting savings [1] - Industrial and Commercial Bank of China has adjusted its deposit rates for various terms, now aligning with several joint-stock banks [1] Group 2: Automotive Industry - A price war in the Chinese automotive market, initiated by companies like BYD and Geely, is putting significant pressure on suppliers, with profit margins dropping to around 10% and extended payment terms of up to 120 days [2] - Industry experts warn that this price war could lead to supplier losses and potential safety issues in automotive quality [2] Group 3: Technology and Semiconductor - BOE Technology Group has commenced full-scale production of its 6th generation new semiconductor display device production line in Beijing, representing a significant advancement in China's high-end display sector with a total investment of 29 billion yuan and a designed monthly capacity of 50,000 pieces [1] Group 4: Corporate Financial Performance - Xiaomi Group reported a net profit of 10.676 billion yuan for Q1 2025, a year-on-year increase of 64.5%, with total revenue reaching 111.293 billion yuan, up 47.4% [2] - Zhihu reported a net loss of 10.1 million yuan for Q1 2025, a significant reduction of 93.9% compared to the previous year, with total revenue of 730 million yuan [3] Group 5: Legal and Regulatory Issues - Shaanxi Construction Group is involved in 76 litigation and arbitration cases, with a total amount in dispute of 3.02 billion yuan, affecting the company's current and future profits [3] - Sunac Real Estate Group has been executed for a total of 2.52 billion yuan across multiple cases, with over 416 billion yuan in total execution information [5] Group 6: Corporate Governance - Xu Ruizhe has been appointed as the new chairman of LQ Group, taking over from his father, who significantly expanded the company's operations across various sectors [5] Group 7: Market Activity - The Shanghai Composite Index experienced a slight decline of 0.18% amid a trading volume of 998.9 billion yuan, with mixed performance across sectors [10]

Core Viewpoint - Aik Shares (300889.SZ) announced that its subsidiary, Wuxi Shuguang, has received project designation notices from multiple clients, indicating its selection as a qualified supplier for various automotive components [1] Group 1: Client Notifications - Wuxi Shuguang has been designated as a qualified supplier by clients including Wuxi Xingqu Technology, Grammer, Faurecia, Lear, BYD, Jiangsu Xinquan Automotive Trim, Multimatic, and Ningbo Jifeng Automotive Parts [1] - The designated projects involve the supply of electric drive platform motors and seat components for Lynk & Co [1] Group 2: Impact on Company Performance - The designation notices do not constitute final orders or sales contracts, and actual supply volumes will depend on formal orders or contracts [1] - While the expected impact on the company's annual performance is not significant, it is anticipated to enhance business revenue and positively affect operational performance for the year [1]