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观察:深珠加速“同城化” 大湾区生活圈加速共融
Zheng Quan Shi Bao Wang· 2025-11-24 00:46
由此可见,深珠通道的意义远远超出了交通便利的范畴,30分钟的通勤时间将彻底打破珠江口的地理屏 障,使深圳和珠海首次进入"同城化"时代,两地的人才、资本、技术流动将更加高效,未来深珠通道建 成后将成为平衡珠江口东西两岸区域发展的重要纽带,也将加速大湾区生活圈共融。 大湾区生活圈越来越体现全方位一体化,包括产业、经济、交通、城市建设、公共服务等方面的一体 化。随着交通网络的建设和完善,大湾区内部的交通会更加方便,城市的边界将被打破。无论如何,粤 港澳大湾区"一小时生活圈"甚至"半小时生活圈"的梦想很快照进现实。如何打造优质生活圈?如何更好 实现生活圈共融?就看珠江口两岸城市的准备了。 深珠通道、深中通道等跨海通道的建设进一步打破珠江口东西两岸的空间壁垒,为产业协作提供物理基 础。陈海(化名)在一家智能终端企业工作,经常往返深圳和珠海两地的他告诉记者,对于智能终端产 业,很多深珠企业已展开技术合作与场景应用对接。而在横琴粤澳深度合作区,包括自己所在公司内的 多家深圳科技企业已经积极参与投资。 另一边,有在珠海居住、深圳工作的购房者表示,通勤只是一个方面,希望深圳和珠海等珠江口西岸城 市在子女教育、异地就医等居民高频 ...
福日电子:11月21日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-11-21 08:49
每经头条(nbdtoutiao)——展望"十五五" | 专访黄群慧:既要重视AI赋能千行百业,也要考量其对就业 的替代效应和带来的收入极化 (记者 曾健辉) 2025年1至6月份,福日电子的营业收入构成为:智能终端占比90.58%,LED光电与绿能环保产业占比 12.07%,分部间抵销占比-2.65%。 截至发稿,福日电子市值为75亿元。 每经AI快讯,福日电子(SH 600203,收盘价:12.6元)11月21日晚间发布公告称,公司第八届2025年 第十一次董事会临时会议于2025年11月21日在福州以通讯表决方式召开。会议审议了《关于公司继续向 华夏银行股份有限公司福州分行申请敞口金额为2亿元人民币综合授信额度的议案》等文件。 ...
大富科技11月17日获融资买入3379.28万元,融资余额2.61亿元
Xin Lang Cai Jing· 2025-11-18 01:28
Core Viewpoint - Dafu Technology's stock price increased by 3.87% on November 17, with a trading volume of 362 million yuan, indicating positive market sentiment towards the company [1]. Financing Summary - On November 17, Dafu Technology had a financing buy-in amount of 33.79 million yuan and a net financing buy of 9.73 million yuan, with a total financing balance of 262 million yuan [1]. - The current financing balance of 261 million yuan accounts for 2.75% of the circulating market value, which is above the 50th percentile level over the past year, indicating a relatively high level of financing [1]. - In terms of securities lending, there were no shares repaid on November 17, with 65,700 shares sold short, amounting to 812,100 yuan at the closing price [1]. Business Performance - As of September 30, Dafu Technology reported a total revenue of 1.764 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 1.95% [2]. - The company recorded a net profit attributable to shareholders of -170 million yuan, which represents a year-on-year increase of 24.35% [2]. Shareholder Information - The number of shareholders for Dafu Technology decreased by 10.21% to 47,600 as of September 30 [2]. - The average number of circulating shares per shareholder increased by 11.37% to 14,968 shares [2]. - Since its A-share listing, Dafu Technology has distributed a total of 867 million yuan in dividends, with no dividends paid in the last three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the sixth-largest circulating shareholder, holding 8.3285 million shares, an increase of 691,800 shares from the previous period [3]. - The Southern CSI 1000 ETF is the tenth-largest circulating shareholder, holding 3.5116 million shares, a decrease of 50,200 shares from the previous period [3].
实益达涨2.54%,成交额7678.86万元,主力资金净流入509.39万元
Xin Lang Zheng Quan· 2025-11-11 02:53
资金流向方面,主力资金净流入509.39万元,特大单买入283.59万元,占比3.69%,卖出0.00元,占比 0.00%;大单买入857.84万元,占比11.17%,卖出632.04万元,占比8.23%。 11月11日,实益达盘中上涨2.54%,截至10:44,报9.29元/股,成交7678.86万元,换手率2.12%,总市值 53.65亿元。 截至9月30日,实益达股东户数5.62万,较上期减少14.23%;人均流通股7051股,较上期增加16.60%。 2025年1月-9月,实益达实现营业收入4.85亿元,同比增长7.26%;归母净利润3030.88万元,同比增长 12.37%。 分红方面,实益达A股上市后累计派现1.17亿元。近三年,累计派现0.00元。 责任编辑:小浪快报 资料显示,深圳市实益达科技股份有限公司位于广东省深圳市龙岗区宝龙街道宝龙社区锦龙一路10号实 益达锦龙厂区,成立日期1998年6月5日,上市日期2007年6月13日,公司主营业务涉及LED照明业务和 传统EMS业务,数字营销业务。主营业务收入构成为:智能终端产品73.21%,智能硬件制造26.50%,其 他业务0.29%。 实益达 ...
川企百强榜五年间入围门槛高了近30亿元
Si Chuan Ri Bao· 2025-11-02 21:50
Core Insights - The threshold for entering the top 100 enterprises in Sichuan has significantly increased from 39.54 billion yuan in 2020 to 82.40 billion yuan in 2025, indicating a robust growth in the province's economy [3][4] - The number of billion-dollar enterprises in Sichuan has doubled from 4 in 2021 to 8 in 2025, highlighting the emergence of strong players in the energy, agriculture, and manufacturing sectors [3][4] - New entrants in the hundred-billion level enterprises are primarily from emerging industries such as renewable energy, smart manufacturing, and finance, reflecting a shift in the economic landscape [3][4] Group A: Billion-Dollar Enterprises - The eight billion-dollar enterprises in Sichuan include Tongwei Co., Ltd., Yibin Wuliangye Group Co., Ltd., Sichuan Changhong Electric Co., Ltd., and others, contributing significantly to employment and industrial stability [3] - Tongwei Co., Ltd. has achieved remarkable growth, with revenues increasing from under 100 billion yuan in 2021 to over 240 billion yuan in 2025, driven by the global photovoltaic industry's expansion [3][4] - The emergence of new players like Xiya Group, which focuses on non-ferrous metals, showcases the dynamic nature of the Sichuan economy [3] Group B: Hundred-Billion Enterprises - Over 70% of the hundred-billion enterprises are new entrants, indicating a strong middle force in the economy, with significant contributions from sectors like new energy and artificial intelligence [3][4] - Companies like Yibin Meijie Communication Technology Co., Ltd. and Sichuan Highview Solar Technology Co., Ltd. have made their debut in the rankings, reflecting the growth of the smart terminal and photovoltaic industries [3][4] - The rise of companies in the new energy and AI sectors demonstrates a proactive approach to industry transformation and differentiation [3] Group C: Market Dynamics - Traditional industries are facing challenges, with companies like Sichuan Blu-ray Development Co., Ltd. dropping out of the rankings due to the downturn in the real estate sector [4] - The construction and food and beverage industries are also experiencing volatility, with several companies failing to meet the entry threshold for the top 100 list [4] - The lithium industry has seen significant fluctuations, with companies like Chengdu Bamo Technology Co., Ltd. and Sichuan Yahua Industrial Group Co., Ltd. exiting the rankings due to market oversupply [4] Group D: Regional Distribution - The majority of the top 100 enterprises are concentrated in Chengdu, which reflects the city's dominant economic position in Sichuan [4] - Other cities like Mianyang and Luzhou are also seeing growth in their number of top enterprises, but the overall regional development remains uneven [4] - The state-owned enterprises dominate the rankings, comprising over 70% of the top 100, while private enterprises, though fewer, are showing strong market vitality and operational efficiency [4]
实益达的前世今生:2025年三季度营收4.85亿低于行业平均,净利润4061.71万排名居中
Xin Lang Cai Jing· 2025-10-31 00:10
Core Viewpoint - The company, established in 1998 and listed in 2007, operates in the LED lighting and digital marketing sectors, showing certain technological and market advantages. Group 1: Business Performance - In Q3 2025, the company's revenue was 485 million yuan, ranking 25th in the industry, significantly lower than the top competitor Sanan Optoelectronics at 13.82 billion yuan and second-place Mulinsen at 12.18 billion yuan [2] - The main business segments include smart terminal products generating 226 million yuan (73.21% of revenue), smart hardware manufacturing at 81.94 million yuan (26.50%), and other businesses at 902,300 yuan (0.29%) [2] - The net profit for the same period was 40.61 million yuan, ranking 15th in the industry, lower than the leading company Leyard at 295 million yuan and Mulinsen at 213 million yuan, but slightly below the industry average of 46.49 million yuan [2] Group 2: Financial Health - The company's debt-to-asset ratio in Q3 2025 was 17.52%, up from 16.45% year-on-year, significantly lower than the industry average of 46.71%, indicating strong solvency [3] - The gross profit margin for Q3 2025 was 22.49%, slightly up from 22.07% year-on-year, and higher than the industry average of 20.22%, reflecting good profitability [3] Group 3: Management and Shareholder Information - The chairman, Chen Yamei, received a salary of 1.98 million yuan in 2024, a decrease of 119,000 yuan from 2023 [4] - As of September 30, 2025, the number of A-share shareholders decreased by 14.23% to 56,200, while the average number of circulating A-shares held per account increased by 16.60% to 7,051.92 [5]
四川九洲的前世今生:2025年三季度营收28.3亿行业第二,净利润1.26亿行业第二
Xin Lang Cai Jing· 2025-10-30 13:54
Core Viewpoint - Sichuan Jiuzhou is a leading domestic research and production base for military and civil air traffic control systems and equipment, with a strong market share in smart terminal products and comprehensive product and system solution capabilities [1] Group 1: Business Performance - In Q3 2025, Sichuan Jiuzhou achieved a revenue of 2.83 billion yuan, ranking 2nd in the industry, with the top competitor, Skyworth Digital, generating 6.456 billion yuan [2] - The main business composition includes smart terminal products at 1.182 billion yuan (63.76%), air traffic control products at 461 million yuan (24.84%), and microwave RF at 172 million yuan (9.25%) [2] - The net profit for the same period was 126 million yuan, also ranking 2nd in the industry, with the leading competitor, Tongzhou Electronics, at 230 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, the company's asset-liability ratio was 55.30%, higher than the industry average of 51.32% [3] - The gross profit margin for Q3 2025 was 20.27%, lower than the industry average of 23.05% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 26.67% to 71,500 [5] - The average number of circulating A-shares held per shareholder increased by 36.38% to 14,300 [5] Group 4: Management and Compensation - The chairman, Gu Yu, has not disclosed salary data, while the general manager, Chen Xingde, received a salary of 670,000 yuan in 2024, down from 750,000 yuan in 2023 [4] Group 5: Market Outlook and Growth - The company is recognized as the largest domestic base for military and civil air traffic control systems, with significant growth in revenue and net profit in H1 2025 [6] - The smart terminal business saw a year-on-year revenue increase, and the air traffic control equipment business also experienced growth, with improved gross margins [6] - Future revenue projections for 2025-2027 are 4.392 billion, 5.473 billion, and 6.118 billion yuan, with net profits of 221 million, 304 million, and 368 million yuan respectively [6]
10月29日早间重要公告一览
Xi Niu Cai Jing· 2025-10-29 04:05
Group 1 - Chuanfa Longmang's wholly-owned subsidiary plans to invest 660 million yuan to establish a joint venture for a 175,000 tons/year high-pressure lithium iron phosphate project in Sichuan Mianzhu, with a total investment of 1.961 billion yuan [1] - The joint venture will be co-owned by Jiangxi Shenghua New Materials (51%) and Deyang Chuanfa Longmang (49%) [1] - Chuanfa Longmang specializes in the production and sales of various phosphate products, including lithium iron phosphate [1] Group 2 - Sino Medical's COMETIU self-expanding intracranial drug-coated stent system registration application was not approved by the National Medical Products Administration [2] - Sino Medical focuses on the research, development, production, and sales of high-end interventional medical devices [3] Group 3 - Jincheng Pharmaceutical's subsidiaries have been selected for the 11th batch of national drug centralized procurement [3] - Jincheng Pharmaceutical is engaged in the research, development, production, and sales of pharmaceutical intermediates and formulations [3] Group 4 - Zhongke Lanyun reported a 4.29% increase in revenue to 1.302 billion yuan and a 2.17% increase in net profit to 211 million yuan for the first three quarters [4] - The company specializes in wireless audio SoC chip research, design, and sales [5] Group 5 - Dabo Medical achieved a 22.69% increase in revenue to 1.876 billion yuan and a 77.03% increase in net profit to 425 million yuan for the first three quarters [6] - Dabo Medical focuses on the production, research, and sales of high-value medical consumables [7] Group 6 - Dayang Electric reported a 3.81% increase in revenue to 9.180 billion yuan and a 25.95% increase in net profit to 845 million yuan for the first three quarters [8][9] - The company operates in the electric motor sector, focusing on building and home appliance motors and automotive components [9] Group 7 - Fudan Microelectronics reported a 12.70% increase in revenue to 3.024 billion yuan but a 22.69% decrease in net profit to 330 million yuan for the first three quarters [10][11] - The company specializes in the design, development, and testing of large-scale integrated circuits [11] Group 8 - Shaanxi Energy reported a 2.83% decrease in revenue to 16.359 billion yuan and a 3.23% decrease in net profit to 2.417 billion yuan for the first three quarters [12][13] - The company is involved in thermal power generation and coal production and sales [13] Group 9 - Runhe Software reported a 12.86% increase in revenue to 2.719 billion yuan but a 29.01% decrease in net profit to 78.57 million yuan for the first three quarters [14][15] - The company focuses on financial technology, smart IoT, and smart energy [15] Group 10 - Shenzhen Gas reported an 8.63% increase in revenue to 22.528 billion yuan but a 13.08% decrease in net profit to 918 million yuan for the first three quarters [16][17] - The company specializes in urban gas supply and comprehensive energy services [17] Group 11 - Light Media reported a 150.81% increase in revenue to 3.616 billion yuan and a 406.78% increase in net profit to 2.336 billion yuan for the first three quarters [18][19] - The company is engaged in the investment, production, and distribution of film projects [19] Group 12 - Dazhong Mining's subsidiary obtained a mining license for the Hunan Jijiao Mountain lithium mine, with a resource amount of 490 million tons, equivalent to approximately 3.2443 million tons of lithium carbonate [19] - The company specializes in iron ore mining and production [19] Group 13 - Yirui Technology reported a 14.22% increase in revenue to 1.549 billion yuan and a 20.61% increase in net profit to 471 million yuan for the first three quarters [20] - The company focuses on the research, production, and sales of digital X-ray detectors and related solutions [20] Group 14 - TCL Zhonghuan reported a 4.48% decrease in revenue to 121.572 billion yuan and a net loss of 5.777 billion yuan for the first three quarters [21][22] - The company specializes in the research, production, and sales of photovoltaic silicon wafers, cells, and modules [22] Group 15 - Huangshan Tourism reported an 8.75% increase in revenue to 1.535 billion yuan but an 11.02% decrease in net profit to 253 million yuan for the first three quarters [23][24] - The company provides tourism and leisure services [24] Group 16 - Mountain Outside Mountain reported a 39.79% increase in revenue to 584 million yuan and a 68.68% increase in net profit to 105 million yuan for the first three quarters [25][26] - The company specializes in the research, production, and sales of blood purification equipment and services [26] Group 17 - Huajin Capital reported a 16.36% increase in revenue to 349 million yuan and a 185.62% increase in net profit to 104 million yuan for the first three quarters [27] - The company focuses on investment management and electronic device manufacturing [27] Group 18 - Datang Power reported a 1.82% decrease in revenue to 89.345 billion yuan but a 51.48% increase in net profit to 6.712 billion yuan for the first three quarters [28][29] - The company primarily engages in thermal power generation [29] Group 19 - Datang Power announced the acquisition of a 50% stake in Anhui Electric Power for 1 yuan, which will result in full ownership of Anhui Electric Power [30] - The company focuses on thermal power generation [30] Group 20 - Kairun Co. reported a 22.94% increase in revenue to 3.719 billion yuan but a 13.38% decrease in net profit to 278 million yuan for the first three quarters [31] - The company specializes in the research, design, production, and sales of leisure bags and related products [31] Group 21 - Dafu Technology reported a 1.95% increase in revenue to 1.764 billion yuan but a net loss of 170 million yuan for the first three quarters [32] - The company focuses on the research, production, and sales of RF products and automotive components [32] Group 22 - Dafu Technology plans to publicly transfer 49% of its stake in Dasheng Graphite [34] - The company specializes in the research, production, and sales of RF products and automotive components [34]
润和软件涨2.03%,成交额11.68亿元,主力资金净流出4837.25万元
Xin Lang Cai Jing· 2025-10-27 02:34
Core Viewpoint - Runhe Software's stock price has shown a positive trend with a year-to-date increase of 19.83%, despite a recent net outflow of funds [1][2] Financial Performance - For the first half of 2025, Runhe Software achieved operating revenue of 1.747 billion yuan, representing a year-on-year growth of 10.55% [2] - The net profit attributable to shareholders was 59.82 million yuan, which reflects a year-on-year decrease of 29.43% [2] Stock Market Activity - As of October 27, Runhe Software's stock price was 59.95 yuan per share, with a trading volume of 1.168 billion yuan and a turnover rate of 2.54% [1] - The company has a total market capitalization of 47.745 billion yuan [1] - The stock has seen a recent net outflow of 48.37 million yuan from major funds, with significant buying and selling activity from large orders [1] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased to 230,200, a reduction of 6.27% [2] - The average number of circulating shares per person increased by 6.69% to 3,378 shares [2] Dividend Distribution - Since its A-share listing, Runhe Software has distributed a total of 322 million yuan in dividends, with no dividends paid in the last three years [3] Institutional Holdings - As of June 30, 2025, the second-largest circulating shareholder is E Fund's ChiNext ETF, holding 19.026 million shares, a decrease of 486,100 shares from the previous period [3] - Other notable institutional shareholders include Southern CSI 500 ETF and Hong Kong Central Clearing Limited, with varying changes in their holdings [3]
避雷榜:这20款智能产品,你踩雷了吗?
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-24 13:20
Core Viewpoint - The article highlights the risks associated with certain smart products, particularly those that engage in unauthorized data collection and automatic renewals, urging consumers to check their shopping carts during the shopping season [1] Group 1: Product Issues - The Ministry of Industry and Information Technology has reported 20 smart terminal products that infringe on user rights, emphasizing the need for consumers to be vigilant [1] - Common issues with these products include forced automatic renewals and the collection of personal information, including facial data, without user consent [1] Group 2: Privacy Concerns - The integration of AI algorithms and IoT technology in daily life has led to smart terminals collecting unnecessary information beyond their intended scope, raising significant privacy concerns [1] - The lack of transparency in how these products operate is eroding the privacy security baseline for users [1]