Group 1 - The stock price of Baida Precision reported at 10.61 yuan as of July 29, 2025, down 1.21% from the previous trading day, with a trading volume of 0.52 billion yuan [1] - Baida Precision's main business includes core components for home appliances, automotive, and the new energy photovoltaic industry, with a diversified business layout extending into the global mid-to-high-end industrial chain since its establishment in 1995 [1] - The latest announcement indicates that shareholder Hangzhou Zhonghu has completed a reduction plan, selling a total of 5.408 million shares, accounting for 2.67% of the total share capital, raising approximately 57.53 million yuan, reducing their holding to 5.7%, still making them the third-largest shareholder [1] Group 2 - The company has recently expanded into the photovoltaic sector, but has faced losses in this business due to industry environmental impacts [1] - In 2024, the company's net profit declined by over 70% year-on-year due to factors such as impairment provisions [1] - On July 29, there was a net outflow of 2.2869 million yuan in main funds [2]

Group 1 - TCL Huaxing's 2025 Eagle Training Camp recruitment has successfully completed, with over 2,500 graduates hired, a 26.8% increase year-on-year [1] - The company has been conducting campus recruitment for 28 consecutive years, providing over 12,000 graduate positions from 2022 to 2025 [1] - The 2025 Eagle cohort shows a significant presence of high-end talent, with 45.17% holding master's or doctoral degrees, a 53.8% increase year-on-year, and 59.52% from globally recognized top-tier universities, a 56% increase [1] Group 2 - The employment positions for the 2025 Eagle cohort are focused on two main areas: technology research and globalization, with 68.8% of roles in technical research supporting semiconductor display, new energy photovoltaic, and intelligent manufacturing [2] - TCL has introduced 70 PhD graduates and nearly 200 graduates from top overseas universities to enhance its research and global operations teams, with overseas recruitment increasing by 24.6% year-on-year [2] - The company has developed a well-known talent cultivation system, the "Eagle System," which includes a structured training program called the "Eagle Plan" for new and high-potential talents [2]

Core Viewpoint - Both TCL Technology and Ruile New Materials expect their performance to rise in the first half of 2025, with significant growth in net profits and revenues [1][2][7]. TCL Technology - For the first half of 2025, TCL Technology anticipates revenue between 82.6 billion and 90.6 billion yuan, representing a year-on-year growth of 3% to 13% [2]. - The net profit attributable to shareholders is expected to be between 1.8 billion and 2 billion yuan, showing a year-on-year increase of 81% to 101% [2]. - The net profit after excluding non-recurring gains and losses is projected to be between 1.5 billion and 1.65 billion yuan, reflecting a growth of 168% to 195% [2]. - The semiconductor display business is expected to achieve a net profit exceeding 4.6 billion yuan, with a year-on-year increase of over 70% [3]. - The company is focusing on optimizing its display business layout and product structure to enhance competitive advantages and profitability [5]. - The acquisition of a 21.5311% stake in Shenzhen Huaxing Optoelectronics Semiconductor Display Technology Co., Ltd. was completed on July 1, 2025, further strengthening the company's competitive position [6]. - In the solar energy sector, TCL Technology anticipates challenges due to price declines and inventory impairments, projecting a net profit loss of 1.2 billion to 1.35 billion yuan for the first half of 2025 [6]. Ruile New Materials - Ruile New Materials expects to achieve an operating income of 806 million yuan in the first half of 2025, a year-on-year increase of 16.27% [7]. - The net profit attributable to shareholders is projected to be 162 million yuan, reflecting a year-on-year growth of 69.93% [7]. - The net profit after excluding non-recurring gains and losses is expected to be 157 million yuan, with a year-on-year increase of 80.12% [7]. - The significant growth in the pharmaceutical sector's revenue and improved product structure have contributed to the overall increase in gross margin [7].

李东生透露，在过去的十年，TCL海外业务利润率是高于国内的，这是和 20 年前不一样的，20 年前是要靠国内的利润补贴海外业务；另外，海外业务的增 长也超过了国内业务的增长，这就是全球化带来的一个结果。 作者 | 黄昱 编辑 | 刘宝丹 百年未有的全球大变局下，全球化企业必须积极应对市场变化。作为中国品牌出海的老大哥，TCL也给出了自己的解题思路。 6月24日至26日，世界经济论坛第十六届新领军者年会（夏季达沃斯论坛）举行。在此期间，TCL创始人、董事长李东生分享了自己对当前全球变局下企业 发展的看法。 李东生提到，希望在海外建立五个TCL。"TCL在海外均建立经营实体，实际就成为当地企业。该企业的成长可带动当地产业链发展，可对当地经济发展做 出贡献，包括就业、税收。这样的中国企业全球化模式才能够得到更多国家的欢迎。" 自1999年出海，TCL始终坚定推进全球化战略，通过推动海外本土化经营，为所在地经济社会发展与环境保护做出贡献，实现共赢共享。近几年，TCL在本 土化基础上继续深入推进，将海外业务进一步划分为北美、拉美、欧洲、亚太、中东非等区域经营中心。 "每个区域经营中心将逐步做实，未来均成为承担经营责任的 ...

长江商报消息 ●长江商报记者 徐佳 通过对外投资，鑫铂股份（003038.SZ）进一步加深与主要客户的合作关系。 4月14日晚间，鑫铂股份披露对外投资计划。公司拟以收购及增资的方式取得安徽必达新能源汽车产业 研究院有限公司（以下简称"安徽必达"）60%股权，交易金额合计为5373万元。 长江商报记者注意到，新能源汽车业务为鑫铂股份开拓的重点领域，加深与头部车企的合作，提升公司 在新能源汽车行业的地位，是鑫铂股份实施本次投资的主要原因。 交易完成后，鑫铂股份、奇瑞新能源汽车股份有限公司（以下简称"奇瑞新能源"）分别持有安徽必达 60%、40%股权。 2024年，鑫铂股份的汽车轻量化业务实现营业收入4.48亿元，同比增长398.76%。 标的估值溢价430.83% 根据交易方案，鑫铂股份拟以现金2388万元收购奇瑞新能源持有的安徽必达40%股权（对应1200万元注 册资本）。 同时，鑫铂股份对安徽必达增资，安徽必达的注册资本由3000万元增加至4500万元，新增注册资本全部 由鑫铂股份以2985万元货币认购，其中1500万元计入公司注册资本实缴，剩余1485万元计入安徽必达资 本公积。 责编：ZB 本次鑫铂股份合 ...

该公司表示，本次对外投资是基于公司未来发展需要，围绕客户就近设厂的产业布局原则，更好的服务 西南地区的整车生产厂商，同时拓展新的市场空间和应用场景，进一步提高公司的市场份额和盈利能 力。 鑫铂股份主要产品分为新能源光伏、汽车轻量化及其他铝制品三大类。 据此前披露，该公司正逐步开拓新能源汽车业务，已进入头部主机厂的供应商体系，包括奇瑞汽车、长 安汽车、小鹏汇天等，其他主要合作的知名企业包括康尼机电（603111）（全国轨道交通自动门系统制 造业单项冠军企业）、今创集团（603680）（全国轨道交通内装饰产品制造业单项冠军企业）、无锡宏 宇（比亚迪（002594）、宇通客车（600066）、金龙客车的铝部件主要供应商）、中集集团（000039） （全球最大的半挂车制造企业）、美埃科技（空气净化行业中的知名品牌之一）、英飞特（300582） （中大功率LED照明驱动电源行业的全球性龙头企业之一）等。 鑫铂股份认为，本次收购将进一步扩大公司在新能源汽车的市场占有率，提升行业地位。利用公司的经 营管理优势及产业链垂直整合优势，提升公司盈利能力，为客户提供更好的服务。此次收购对公司整合 行业资源，加深与头部车企的合作关系 ...