"目前，项目建设已进入全面冲刺阶段。"项目负责人表示，去年2月圆通航空与广州飞机维修工程有限 公司签署战略合作协议，项目建设就按下"快进键"。按照计划，现场建筑施工将于今年3月底完工，建 成投运后将为秀洲临空经济高质量发展注入强劲动力。 实体经济领域同样热潮涌动，与临空产业项目齐头并进。"今年我们还要上马5条产线！"浙江华阗光电 有限公司负责人王建刚步履不停。眼下企业订单纷至沓来，现有产能难以满足市场需求，扩产提能迫在 眉睫。作为专业研发生产液晶面板、显示模块等产品的高新技术企业，华阗光电产品广泛应用于手机、 汽车、工业控制等多个关键领域。2025年，企业将新生产基地从深圳迁至秀洲区王江泾镇，仅用90天便 完成从签约到投产的"飞跃"。该项目总投资2.5亿元，租用标准化厂房约2万平方米，计划新建液晶模组 产线12条，全面达产后预计年产值可达2.5亿元至3亿元。 （来源：嘉兴日报） "多亏了高标准厂房，企业实现'拎包入住'，省去大量建设时间。"王建刚坦言，春节过后企业将立刻启 动新生产线安装，全速推进项目进度，力争早日投产达效。 转自：嘉兴日报 交通是区域发展的"动脉"，更是冲刺开局的重要支撑。秀洲区以路网建设为 ...

文｜野马财经 刘俊群 王来春作为立讯精密（002475.SZ）的掌舵人，其创业故事早已广为人知。她在19岁时就辍学进厂，凭 三十年打拼将立讯精密打造成千亿市值的"果链巨头"。她的胞弟王来喜虽名声不及姐姐，却也凭借在立 讯精密长期积累的经验，成功开拓出自己的事业疆土。 姐弟二人分工明确，王来春继续执掌立讯精密，深耕精密制造领域；王来喜则带领立景创新开拓创新科 技赛道。此外，两人又相互帮助，王来春亲自坐镇弟弟公司立景创新董事长之位，同时，立景创新的核 心高管团队中，从董事长到营销、财务、生产等关键岗位，清一色来自立讯精密体系，每位都拥有超过 十年的"立讯系"烙印。 一个家族，两家IPO，"立讯系"的商业版图，正在资本市场掀起新的造富风暴。 01、绑定"果链"，年入279亿冲刺IPO 你的iPhone后置镜头拍出的氛围感照片，或是MacBook前置摄像头里清晰的视频会议画面，很可能都经 过同一家中国公司之手。"精密光学解决方案商"立景创新科技股份有限公司（下称"立景创新"），为众 多消费电子设备装上了"视觉心脏"，产品涵盖摄像头模块、显示模块等。 这家公司几乎无处不在，全球每六台笔记本电脑中，就有一台使用它生产的摄 ...

高管清一色立讯精密"老将"。 作者｜刘俊群 编辑｜刘钦文 2025年的港股IPO赛道，"立讯系"的家族版图扩张大戏正走向高潮。前脚"果链巨头"立讯精密官宣赴港 布局"A+H"，后脚其"兄弟公司"立景创新递交《招股书》，王氏家族的"双IPO"棋局正式落子。 这一切的背后，离不开两位关键人物：从富士康流水线女工逆袭成为"潮汕女首富"的王来春，以及她的 胞弟、立景创新创始人王来喜。 王来春作为立讯精密（002475.SZ）的掌舵人，其创业故事早已广为人知。她在19岁时就辍学进厂，凭 三十年打拼将立讯精密打造成千亿市值的"果链巨头"。她的胞弟王来喜虽名声不及姐姐，却也凭借在立 讯精密长期积累的经验，成功开拓出自己的事业疆土。 姐弟二人分工明确，王来春继续执掌立讯精密，深耕精密制造领域；王来喜则带领立景创新开拓创新科 技赛道。此外，两人又相互帮助，王来春亲自坐镇弟弟公司立景创新董事长之位，同时，立景创新的核 心高管团队中，从董事长到营销、财务、生产等关键岗位，清一色来自立讯精密体系，每位都拥有超过 十年的"立讯系"烙印。 一个家族，两家IPO，"立讯系"的商业版图，正在资本市场掀起新的造富风暴。 01 绑定"果链" 年 ...

Core Viewpoint - The announcement of a significant asset restructuring involving Shahe Co., Ltd. and Jinghua Electronics signals a strong response to Shenzhen's recent policy aimed at enhancing mergers and acquisitions in the region, potentially revitalizing the local capital market [2][8][10]. Company Summary - Shahe Co., Ltd. plans to acquire 70% of Jinghua Electronics from Shenye Pengji, making Jinghua a subsidiary and consolidating it into Shahe's financial statements [1][5]. - Jinghua Electronics, established in 1987, specializes in IoT smart display controllers and LCD devices, with applications in smart homes, industrial control, and healthcare [4][5]. - The company previously attempted an IPO in 2023, aiming to raise 531 million yuan for various projects but withdrew its application in March 2024 [5]. Industry Context - The recent merger aligns with Shenzhen's "Action Plan" for promoting high-quality development in mergers and acquisitions from 2025 to 2027, which aims to complete over 200 projects with a total transaction value exceeding 1 trillion yuan [8][9]. - The plan emphasizes support for state-owned enterprises in strategic restructuring and encourages acquisitions in emerging industries such as integrated circuits and artificial intelligence [9][10]. - The display industry, particularly in OLED technology, is expected to grow, with projections indicating an increase in market share from 14% in 2024 to 21% in 2025 [9].

Core Viewpoint - The announcement of a significant asset restructuring by Shahe Co., Ltd. marks the first major case following the release of Shenzhen's three-year action plan for mergers and acquisitions, signaling a revitalization of the capital market in Shenzhen [2][5][7]. Group 1: Transaction Details - Shahe Co., Ltd. plans to acquire 70% equity of Jinghua Electronics from Shenye Pengji for cash, making Jinghua Electronics a subsidiary and included in the consolidated financial statements [1][4]. - The transaction is expected to be classified as a major asset restructuring under the relevant regulations, and it constitutes a related party transaction due to common control by Shenye Group [1][4]. - Jinghua Electronics, established in 1987, specializes in IoT smart display controllers and LCD devices, with applications in smart homes, industrial control, and smart medical fields [2][3]. Group 2: Financial Performance - Jinghua Electronics reported a revenue increase from 264 million yuan in 2020 to 521 million yuan in 2022, with net profit rising from approximately 2 million yuan to 5.93 million yuan during the same period [3]. - In the first half of 2023, Jinghua Electronics generated a revenue of 195 million yuan and a net profit of approximately 1.07 million yuan [3]. Group 3: Market Context and Implications - The recent merger aligns with Shenzhen's newly released action plan aimed at promoting high-quality development in mergers and acquisitions, with a goal of completing over 200 projects and achieving a total transaction value exceeding 100 billion yuan by 2027 [6][7]. - The acquisition is seen as a diversification strategy for Shahe Co., Ltd. amidst adjustments in the real estate sector, potentially providing new profit growth avenues [6][7]. - The display industry, particularly in the context of AI technology and terminal device growth, is experiencing increasing market demand, with projections indicating a rise in OLED display shipments from 14% in 2024 to 21% in 2025 [6][7].

Core Viewpoint - The article discusses the implications of the recent US-China trade negotiations and the impact of tariffs on China's exports and economy, emphasizing the need for comprehensive economic discussions beyond just tariffs [2][4][5]. Tariff Negotiations - As of May 12, 2023, the US and China had imposed tariffs of 125% and 145% respectively, but both sides agreed to suspend 91% of these tariffs and delay 24% for 90 days to negotiate further [2][4]. - The US has imposed a total of 30% tariffs on China this year, with 20% attributed to China's handling of fentanyl, leading to China's retaliatory tariffs on US goods [4][5]. Impact on Exports - The tariffs are projected to reduce China's exports by approximately 1.2 trillion yuan in 2025, resulting in a year-on-year decline of about 4.5% [9]. - The average tariff on Chinese exports to the US is expected to increase by 32.6% over the next 90 days if negotiations do not yield positive results [11]. Economic Growth Implications - The increase in tariffs could lead to a GDP decline of 0.6 percentage points for China in 2025, with potential further impacts depending on the outcome of negotiations [16][17]. - If negotiations fail, the average tariff could rise to 47.4%, significantly affecting trade dynamics and economic stability [11][12]. Trade Diversification - China is expected to increase its re-export trade through regions like ASEAN and Mexico, which have been less affected by US tariffs, potentially boosting trade volumes [12][13]. - The article suggests that the US's high tariffs on Chinese goods may lead to a shift in trade patterns, with increased reliance on alternative markets [12][13]. Policy Recommendations - The article advocates for increased fiscal policies to stimulate domestic consumption in response to declining exports, suggesting a focus on consumer spending to mitigate economic downturns [20][21]. - It emphasizes the importance of financial openness and the internationalization of the yuan as strategies to counterbalance the effects of US tariffs and enhance trade resilience [23][26].