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基石金融(08112.HK)7月10日收盘上涨17.6%,成交3552港元
Jin Rong Jie· 2025-07-10 08:32
在2015年8月,本集团透过收购一家投资控股公司,间接持有Stan Lee Global Entertainment, LLC("SLGE")的 75%股权,并且扩大了电影发展和制作的业务。SLGE从事电影发展、制作及发行业务,且以概念、前期纲 要及╱或电影本的形式,目前拥有超过30项电影制作知识产权,其中3部电影已进入开发阶段,目标为于未 来2年开始正式拍摄。StanLee Global Entertainment, LLC余下的25%股权由独立于本公司及其关连人士的 第三方POW! Entertainment, Inc.所拥有。 7月10日,截至港股收盘,恒生指数上涨0.57%,报24028.37点。基石金融(08112.HK)收报0.147港元/ 股,上涨17.6%,成交量2.4万股,成交额3552港元,振幅0.8%。 最近一个月来,基石金融累计涨幅11.61%,今年来累计跌幅37.5%,跑输恒生指数19.1%的涨幅。 财务数据显示,截至2024年12月31日,基石金融实现营业总收入4999.03万元,同比减少6.86%;归母净 利润-1939.2万元,同比增长56.95%;毛利率63.75%,资产负债 ...
供货京东方、LG等,PCB厂商超颖电子即将上会
WitsView睿智显示· 2025-07-09 09:40
7月9日消息, 上交所公告,超颖电子电路股份有限公司(以下简称"超颖电子")将于7月10日上 会,接受上市审核委员会审议。 根据上市招股书显示, 超颖电子 本次计划上市募资6.6亿元, 其中4亿元用于高多层及HDI项目第 二阶段扩产,2.6亿元用于补充流动资金及偿还银行贷款 。 资料显示, 超颖电子成立于2015年,是一家专注于印制电路板(PCB)研发、生产和销售的企业 产品涵盖双面板至二十六层板、HDI 板、厚铜板、金属基板、高频高速板等,广泛应用于汽车电 子、显示器、存储、消费电子和通信等领域 。 其中,在汽车电子领域, 超颖电子是国内少数具备多阶HDI及任意层互连HDI汽车电子板量产能力 的公司之一,公司 的PCB 产品基本覆盖了整车各部位对PCB的需求,并 与大陆汽车、法雷奥、 博世、安波福等全球Tier 1汽车零部件供应商及特斯拉等知名新能源汽车厂商建立了稳定合作 关 系 。 在显示领域, 超颖电子与京东方、LG 集团等全球领先的显示面板制造商建立了长期稳定的合作 关系 ,公司 的双面板、金属基板PCB 产品广泛应用于LCD、OLED和Mini LED等显示面板 当 中。 据悉,针对大尺寸显示屏对P ...
超颖电子:以全球优质客户矩阵为基,铸就科技产业新标杆
Core Viewpoint - ChaoYing Electronics is showcasing the strength of Chinese technology companies in the critical electronic component field of printed circuit boards (PCBs) through high-performance products and core technological advantages [1] Group 1: Industry Positioning - ChaoYing Electronics has established a strong customer matrix in global automotive electronics, displays, storage, and servers, leveraging high-end products like multi-layer HDI and arbitrary layer interconnection HDI to create a dual growth engine of technological barriers and commercial value [1][3] - The company has become a key player in the automotive electronics sector, providing high-frequency millimeter-wave radar boards that meet the stringent requirements of autonomous driving systems [3][4] Group 2: Technological Innovations - In the display sector, ChaoYing Electronics has developed ultra-large size LCD display mainboards that maintain dimensional stability within 70μm over a length of 570-600mm, becoming core components for major panel manufacturers like BOE and LG [4] - The company has established stable partnerships with leading global hard disk manufacturers and solid-state drive manufacturers, achieving high-density integrated circuit graphics and ultra-low signal loss in its products [4] Group 3: Research and Development - ChaoYing Electronics has invested nearly 400 million yuan in R&D over the past three years, resulting in multiple invention and utility model patents, which enhance its product competitiveness [5] - The company has received various awards, including the "Best Supplier Award" from Continental Automotive and the Gold Award in the Quality Tool Innovation Application Competition from BOE, reflecting its deep involvement in customer projects [5] Group 4: Strategic Development - The company is enhancing its smart manufacturing capabilities through strategic projects like the second phase of high-layer and HDI projects, which will add an annual production capacity of 360,000 square meters of high-layer and HDI PCBs [6] - ChaoYing Electronics is expanding its international presence with its subsidiary in Thailand, focusing on communication servers and automotive electronics, thereby solidifying its foundation for continuous international customer development [6] - The company aims to build an irreplaceable value network in key segments of the global supply chain, emphasizing that the future of Chinese manufacturing lies in creating unique value rather than mere scale expansion [6]
莱宝高科(002106) - 002106莱宝高科投资者关系管理信息20250707
2025-07-08 13:00
证券代码:002106 证券简称:莱宝高科 深圳莱宝高科技股份有限公司 Display,简称"MED",又称"电浆显示")属于微腔电子纸显示器件的类 别,为电子纸的类型之一,是一种依靠反射环境光实现信息显示的反射式显示 器件,无需背光源和偏光片,可实现双稳态(显示静态画面不耗电,仅在切换 画面瞬间耗电)、纯反射、全彩色化电子纸、类纸张、高对比度、高分辨率、 窄边框显示,具有本质护眼、超低功耗、轻薄、户外观阅舒适等显著优点,但 彩色显示画质不如 TFT-LCD 和 AMOLED 等主流显示面板,产品主要定位于彩 色电子纸市场,涵盖大、中、小全尺寸系列。 投资者关系活动记录表 编号:2025-011 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 参与单位名称及 人员姓名 海南燕华投资有限公司:董国帅 深圳市中海资本管理有限公司:公文 时间 15:30-17:50 地点 深圳市光明区光源四路 9 号 公司光明工厂二期办公楼三楼 306 会议室 上市公司接待人 员姓名 董事会秘书:王行村、证券事务代表:曾燕 投资者关系活动主要内容介绍 本次 ...
品牌出海|鸿茂元智Enbon:布局中东构建服务全球化的战略布局
Sou Hu Cai Jing· 2025-07-07 15:29
Core Insights - Enbon, a Shenzhen-based company established in 2014, focuses on exporting LED display screens and aims to become a leading global manufacturer in the sector [2] - The company has adopted a "Middle East First" globalization strategy, recognizing the stability of the region's trade policies and the growing demand for LED technology in smart city and infrastructure projects [3][4] - Enbon's success in the Middle East is attributed to its dual strategy of technological innovation and localized service, which has built trust and facilitated market entry [6] Market Strategy - Enbon's choice of the Middle East as its initial international market is based on favorable trade conditions and high demand for high-end LED displays in large events and commercial showcases [4] - The company has developed products specifically for the Middle Eastern environment, such as outdoor high-brightness LED displays with brightness exceeding 6000 nits [6] - Enbon has established a regional headquarters in Riyadh, Saudi Arabia, and formed a local team to engage deeply in major regional projects, enhancing its local presence [6] Performance and Expansion - In 2024, Enbon's Middle East division achieved the highest sales performance globally, marking it as a key driver of the company's market strategy [8] - The establishment of a service center in Saudi Arabia aims to improve after-sales support and customer satisfaction, further solidifying Enbon's operational foundation in the region [8] - Enbon plans to capture over 15% market share in the Middle East within three years, while also targeting emerging markets in Southeast Asia and Latin America for future growth [10] Long-term Vision - Enbon's long-term strategy includes transitioning from price competition to value creation, with a focus on penetrating high-end markets in Europe and the U.S. [10] - The company aims to leverage its experience in the Middle East to adapt its market strategies for new regions, ensuring a tailored approach to different market dynamics [10] - Enbon's narrative illustrates the importance of integrating technological innovation with localized operations to gain a competitive edge in the global value chain [12]
国产面板何以拿下全球七成江山?
Xin Lang Cai Jing· 2025-07-06 06:12
文|半导体产业纵横 市场调研机构Omdia最新报告显示,2024年中国企业已掌控全球65%的偏光片产能,预计到2027年这一 比例将突破80%。而更引人注目的是,2025年中国显示面板产量将首次占据全球70%的市场份额。 01、中国面板的全球新坐标 全球显示产业正在经历一场历史性转折。当时间进入2025年,中国在全球显示面板生产地图上标注了一 个醒目的坐标:70%。这意味着全球每生产10块显示面板,就有7块来自中国工厂。 这一主导地位在智能手机领域尤为突出。TrendForce集邦咨询数据显示,2024年中国大陆系面板厂在手 机面板市场的占有率达到68.8%,2025年有望突破70%大关。京东方稳居全球智能手机面板出货量首 位,2025年预计出货量将达到6.10亿片。 排名第四的华星光电自2022年起加强了与小米的合作关系。该公司的出货量预计到2025年将小幅增加至 1.92亿台。排名第五的天马预计将保持稳定的出货量,在2024年达到1.88亿台,并在2025年保持稳定, 因为LTPS LCD需求的下降被AMOLED需求的增加所抵消。 在液晶电视面板领域,中国企业的优势同样明显。2025年第一季度全球大尺寸液 ...
深圳市侨务经贸代表团以侨为桥 共赴丝路共赢之约
Zhong Guo Xin Wen Wang· 2025-07-05 09:22
中新网深圳7月5日电 题:深圳市侨务经贸代表团以侨为桥 共赴丝路共赢之约 作者 彭同新 索有为 "相知无远近,万里尚为邻。"6月25日至7月3日,深圳市侨务经贸代表团前往南非、肯尼亚开展经贸文 化交流及侨务联谊活动,以侨为桥共谋合作新篇章,助力深圳在更高起点、更高层次、更高目标上的对 外开放。 深圳市侨务经贸代表团此行分别在南非约翰内斯堡、肯尼亚内罗毕举办经贸交流与城市形象推介会,中 国驻当地使领馆官员,南非、肯尼亚政府官员,企业和商协会代表等近300人参加,促成4个项目签约合 作,达成意向金额1.28亿美元。 以侨促贸见实效 传递"深圳好声音" 作为"同·行"——深圳侨务助企行动计划的举措之一,深圳市侨务经贸代表团积极发挥侨务资源优势为 企业找市场。 了解到随团的5位企业家对开辟非洲市场很感兴趣后,代表团积极与当地企业、商协会开展资源和供需 对接,推动企业间在物流供应链、新能源、钟表、包装技术、工程建设等领域的合作。 海外深企代表表示,侨务助企重实效办实事,从国内服务到海外。这次拜访交流畅通了对接渠道,让企 业在海外拓展市场的步伐更稳健。 深圳市侨 务经贸代表团在南非举办企业服务对接会。彭同新 摄 值得一提 ...
基石金融(08112.HK)7月4日收盘上涨19.42%,成交4.98万港元
Jin Rong Jie· 2025-07-04 08:29
7月4日,截至港股收盘,恒生指数下跌0.64%,报23916.06点。基石金融(08112.HK)收报0.123港元/ 股,上涨19.42%,成交量40.8万股,成交额4.98万港元,振幅16.5%。 最近一个月来,基石金融累计跌幅20.16%,今年来累计跌幅48.5%,跑输恒生指数19.99%的涨幅。 为配合近期业务发展,以带出新企业形象,自2017年12月18日起,集团控股上市公司的名称已由"Focus Media Network Limited"变更为"Cornerstone Financial Holdings Limited基石金融控股有限公司",于联交所 之股份代号仍为"8112"。 现时公司的平面显示屏幕活跃在香港及新加坡众多大型办公室及商业大厦的电梯大堂内,在强迫性的环 境中,接触到一班最希望锁定但亦最难接触到的办公室人士;并在香港专属私人住宅区内的电梯大堂,接触 到一群富裕的消费者。此外,公司亦拥有规模庞大的店内数码网络,为香港(万宁保健及美容店)及新加坡 (屈臣氏个人护理店铺)众多领先零售连锁店提供店内销售广 在2012年2月,本集团与中国最大的网络电视公司优酷土豆集团有限公司("YOKU ...
谱写中部地区加快崛起新篇章
Jing Ji Ri Bao· 2025-07-03 22:05
Core Viewpoint - The central government has prioritized the development of the central region of China, which consists of six provinces, emphasizing its strategic importance in national economic growth and modernization efforts [1][2]. Group 1: Economic Growth and Development - Since the implementation of the strategy to promote the rise of the central region in 2004, the economies of the six provinces (Shanxi, Anhui, Jiangxi, Henan, Hubei, Hunan) have experienced sustained rapid growth, solidifying their roles as key contributors to national economic development [2][3]. - The GDP of the central six provinces is projected to grow from less than 15 trillion yuan in 2015 to approximately 28 trillion yuan by 2024, with a compound annual growth rate of 7.5%, outpacing the Beijing-Tianjin-Hebei region and the Guangdong-Hong Kong-Macau Greater Bay Area [6]. Group 2: Industrial Structure and Modernization - The central region is focusing on building a modern industrial system, with an emphasis on advanced manufacturing and high-tech industries, while also optimizing its industrial structure [3][8]. - The region has established several advanced manufacturing clusters, including rail transit equipment in Zhuzhou, engineering machinery in Changsha, and optoelectronic information in Wuhan, showcasing its competitive edge in various sectors [8][9]. Group 3: Innovation and Technology - The central region aims to enhance its R&D investment to reach the national average by 2025, targeting a ratio of R&D expenditure to GDP of approximately 2.5% [4]. - Cities like Hefei and Wuhan are leveraging their educational and research institutions to foster innovation, particularly in emerging industries such as quantum computing and laser technology [9]. Group 4: Urbanization and Population Dynamics - The urbanization rate in the central six provinces is increasing at a pace faster than the national average, with projections indicating that by 2024, the urbanization rate in Henan will be 59.2% and the other five provinces will exceed 60% [6][7]. - The demographic structure is favorable, with a lower proportion of the population aged 65 and above compared to the national average, indicating a robust labor supply and long-term consumption potential [7]. Group 5: Agricultural and Energy Security - The central region plays a crucial role in ensuring national food security, contributing 28.92% of the total grain production in China in 2024, with a total output of 204.318 million tons [10]. - Shanxi, as a major coal-producing province, is also pivotal in energy security, with a coal output of 1.269 billion tons in 2024, accounting for 26.7% of the national total [10]. Group 6: Policy Support and Future Directions - The implementation of policies aimed at promoting the rise of the central region is expected to provide strong support for future development, with a focus on high-quality growth and sustainable development [7][12]. - The central provinces are encouraged to enhance their advanced manufacturing capabilities, innovate in production processes, and support the transformation of traditional industries through new technologies and business models [11][12].
行进中国|LED 光链 点亮太行新坐标
Ren Min Wang· 2025-07-03 10:17
Group 1 - The core technology achievement of Gaoke Huaye is the 0.47mm ultra-fine pitch MLED display screen, featuring 86,400 display chips arranged on a COB substrate the size of a book [2] - Gaoke Huaye has significantly expanded its packaging capacity in response to rising market demand, with over 300 new production lines launched in less than six months [2] - The company has invested nearly 100 million yuan since 2020 to build a research and development team, successfully achieving large-scale production of 0.47mm MLED products [2] Group 2 - Gaoke Huaye has transformed from a traditional resource-based enterprise to a leader in the LED industry, establishing a complete LED industrial chain over more than a decade [3] - The city of Changzhi, where Gaoke Huaye is located, has designated LED as a strategic emerging pillar industry, housing nearly 40 related enterprises that account for over 95% of the province's output [3] - Changzhi aims to become the "national LED industry capital" by promoting the extension and strengthening of the industrial chain, supported by a national-level testing platform [3]