证券日报网讯1月8日，苏州固锝（002079）在互动平台回答投资者提问时表示，长期以来，韩国就是公 司海外销售的重要市场之一。自2019年起，公司就成为韩国现代、起亚公司的部分车规产品TIER1的供 应商。公司是韩国三星电子在国内为数不多的直供供应商，产品主要用于三星消费电子如电视机等领 域；自2025年起，公司成为韩国LG电子的合格供应商并实现量产。公司将继续和高质量韩国企业加大 合作。 ...

2025年，全球化发展进入一个新的时期。贸易保护主义加剧，一些国家更加强调"保护本国"的经贸政 策，全球贸易摩擦升级，也促使关键产业回流本土。与此同时，后疫情时代以来，在地缘政治局势紧张 的背景下，主权国家与跨国企业对供应链安全重视度的提升，进一步加速了全球产业链、供应链的调整 优化。这些都给中国企业未来一段时间的全球化发展带来更多不确定性。 面对全球化发展新时期，2025年，第一财经研究院开启新一轮企业全球化研究，分析新情况，洞察新趋 势。基于近年来对企业全球化的跟踪，第一财经研究院结合宏观与企业层面的数据，分析"新形势"下中 国企业全球化的动态趋势，梳理了主要国家和地区的经贸政策、监管规则的变化，研判其对中国企业全 球化发展的影响，并关注国有企业、服务业企业等特定主体的出海现状。 2025年，第一财经研究院从一线调研出发，对更多标志性全球化企业案例开展研究，并进一步完善中国 企业全球化评估模型，更加强调从中国企业当前全球化影响力以及全球化发展潜力两个方面评估企业全 球化表现。在此基础上，第一财经研究院撰写《跨越山海│2025中国企业全球化报告》，希望报告能够 记述企业穿越逆全球化风浪的点滴经验，为更多企业 ...

截至发稿，铭利达市值为75亿元。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 王晓波） 每经AI快讯，铭利达（SZ 301268，收盘价：18.76元）12月26日晚间发布公告称，近日，公司收到泰安 赛晖和泰安赛跃出具的《关于减持股份实施完毕的告知函》，本次减持计划已实施完毕，泰安赛晖、泰 安赛跃减持计划实施完毕，共减持公司股份391万股，减持股份占公司总股份为1%。 2024年1至12月份，铭利达的营业收入构成为：汽车占比56.06%，光伏占比29.22%，安防占比11.53%， 消费电子占比1.78%，其他业务占比0.96%。 ...

每经头条（nbdtoutiao）——地产"优等生"受困20亿元到期债务，首次债务展期仍在博弈，明年还有超 百亿元公开债到期 每经AI快讯，雷柏科技（SZ 002577，收盘价：17.61元）12月23日晚间发布公告称，公司本次股份回购 实施区间为2025年5月9日至2025年12月22日，累计通过股份回购专用证券账户以集中竞价方式回购公司 股份约107万股，回购股份占公司总股本0.3793%，最高成交价为22.3元/股，最低成交价为17.35元/股， 回购均价为19.35元/股，回购总金额约为2068万元。 2025年1至6月份，雷柏科技的营业收入构成为：消费电子占比93.22%，租赁业务占比6.3%，其他占比 0.49%。 截至发稿，雷柏科技市值为50亿元。 （记者 王晓波） ...

华福证券研报指出，宇晶股份再获海外光伏客户重要订单，彰显海外业务扩张能力。考虑到公司海外市 场的扩张，以及24年10月的两笔海外订单在公司公告中明确提到将对25年经营业绩产生积极影响；公司 积极探索消费电子行业和半导体行业的机会，预计明后年产品结构持续优化，消费电子和半导体行业打 开增量空间预期；25年12月新签海外重大订单2亿；因此上调26年/27年收入增速分别为53%、36%，上 调26年/27年毛利率分别为30.4%、31.4%。鉴于公司盈利能力提升，该行将公司评级上调为"买入"。 ...

Group 1 - The core viewpoint of the article highlights Newegg's stock performance and financial results, indicating a mixed outlook for the company [1] - On December 15, Newegg's stock opened at $64.00 per share, up 3.23%, with a total market capitalization of $1.342 billion [1] - Newegg's total revenue for the year ending December 31, 2024, is projected to be $1.236 billion, reflecting a year-over-year decrease of 17.46% [1] - The company reported a net loss attributable to shareholders of $43.328 million, which represents a year-over-year increase of 26.55% [1] Group 2 - Newegg Commerce, Inc., formerly known as Lianluo Smart Limited, is a leading e-commerce company based in Industry, California [1] - The company specializes in direct sales and online marketplace platforms for IT computer components, consumer electronics, entertainment, smart home, and gaming products [1] - Newegg also provides certain third-party logistics services globally [1]

Core Viewpoint - Haineng Industrial announced the release of 4.8 million shares from pledge by a major shareholder, Zhou Hongjun, who has a total of 6.3732 million shares pledged, representing 38.58% of his holdings and 2.03% of the company's total shares [1] Group 1: Shareholder Pledge Information - Zhou Hongjun, a shareholder with over 5% stake, released 4.8 million shares from pledge [1] - As of the announcement date, Zhou Hongjun has a total of 6.3732 million shares pledged, which is 38.58% of his holdings and 2.03% of the company's total shares [1] - Zhou Hongjun and his concerted action party, the controlling shareholder Zhou Hongliang, have a total of 69 million shares pledged, accounting for 40.03% of their combined holdings and 22.01% of the company's total shares [1] Group 2: Company Financials - For the year 2024, Haineng Industrial's revenue composition is as follows: 97.11% from consumer electronics and 2.89% from new energy [1] - The current market capitalization of Haineng Industrial is 3.5 billion yuan [1]

对于纳斯达克100指数中的成长型资产而言，这一宏观组合具有双重含义。一方面，较高的终端利率（Terminal Rate）意味着折现率无法像市场预期的那样 快速回落，这对高估值、长久期的科技股（Long-duration Tech）构成了估值天花板。根据金融学基本原理，当无风险收益率维持在3.5%而非归零时，投资 者对于风险资产的股权风险溢价（ERP）要求必然提升，从而压制市盈率（P/E）的扩张空间。 过去24小时内发生的事件——美联储联邦公开市场委员会（FOMC）的利率决议以及甲骨文公司（Oracle）引发市场震荡的财报——不仅是短期的市场催化 剂，更是纳斯达克100指数基本面逻辑发生结构性转变的标志。 美联储宣布将联邦基金利率目标区间下调25个基点至3.50%-3.75%。这一举措表面上看是货币宽松的延续，标志着自9月以来的第三次降息。然而，深入剖析 随之发布的《经济预测摘要》（9月）及鲍威尔主席的新闻发布会措辞，市场接收到的信号却具有显著的"鹰派"色彩。所谓的"鹰派降息"，主要体现在对未 来利率路径预期的显著上修。最新的点阵图显示，美联储官员对于2026年底的利率中值预期维持在3.25%-3.5%区间，这 ...

Group 1 - The core viewpoint of the article highlights the significant upgrades at Shenzhen Bao'an International Airport in preparation for the 2026 APEC "China Year," including new terminals, runways, and flight routes [1][3][31] - The airport's passenger throughput has exceeded 61.55 million, surpassing last year's total a month early, with expectations to cross 65 million for the year [3][5] - Shenzhen Airport is positioned to meet future demands with a planned capacity of 80 million passengers and 4.5 million tons of cargo annually [3][18] Group 2 - The introduction of the third runway marks a new operational capacity level, significantly improving flight efficiency and reducing congestion [4][9][13] - The third runway, part of a major national project, is 3,600 meters long and will enhance the airport's ability to handle large aircraft, optimizing operational efficiency [7][9] - The airport's cargo throughput has seen a 9.9% year-on-year increase, with international cargo growing by 11.59%, reflecting its strong connection to the manufacturing base in the Pearl River Delta [20][22] Group 3 - The airport's upgrades are designed to support the growing cross-border e-commerce and manufacturing sectors, establishing a more efficient logistics network for global trade [15][20] - Shenzhen Airport is becoming a key logistics hub, with 63 all-cargo destinations, including 43 international and regional points, expected to exceed 200,000 tons of cargo throughput by 2025 [20][22] - The airport is enhancing its service capabilities for high-value industries, including cross-border e-commerce and advanced manufacturing, to strengthen its role in global supply chains [20][22] Group 4 - The upcoming APEC meeting in 2026 positions Shenzhen as a focal point for international diplomacy, with the airport serving as the primary gateway for global guests [25][27] - The expansion of international and regional flight routes, including 27 new or enhanced routes this year, aims to facilitate efficient access for APEC delegates [29][31] - The airport's upgrades are part of Shenzhen's broader strategy to enhance its global connectivity and support national diplomatic initiatives [31]

Capital Market Highlights - The China Securities Regulatory Commission (CSRC) Chairman Wu Qing emphasized the need to enhance the inclusiveness and adaptability of capital market systems [5] - The highly anticipated company Moore Threads debuted on the STAR Market with an issue price of 114.28 yuan per share, making it the most expensive new stock this year, with market expectations for over 100,000 in returns [5] - The brokerage firms released their December stock picks, with notable mentions including Zhongji Xuchuang (8 firms), Alibaba (7 firms), and Hengli Hydraulic (6 firms) [5] Industry Insights - The robotics sector saw a significant rise in shares of Gushen Intelligent, supported by the Trump administration's push for robotics development, alongside reports of a US-China robotics arms race [8] - The second Phosphorus-Lithium Industry High-Quality Development Conference is taking place from December 5 to 7 in Guiyang, China, indicating heightened interest in the phosphorus-lithium sector [9] - Longxin Technology, a domestic storage giant, is set to submit its IPO prospectus, marking it as the first and only IDM company in mainland China to achieve large-scale production of general-purpose DRAM [9] Company Developments - CATL announced plans to achieve long-distance ocean navigation for pure electric vessels within three years [9] - Xingfa Group received an order from BYD for the processing of 80,000 tons of lithium iron phosphate [9] - Chaoying Electronics plans to invest $100 million in its Thai subsidiary for an AI computing power advanced PCB expansion project [9] - Geke Micro's image sensor products have cumulatively shipped over 100 million units [9] - Yunji Technology reported that its consumer electronics products are applied in mainstream smartphone brands such as Huawei and Xiaomi [9] - Meilixin plans to raise no more than 1.2 billion yuan through a private placement for semiconductor equipment precision structural components projects [9] - Huazhu High-Tech intends to establish a joint venture to enter the 3D printing service sector [10] - Jiangbolong announced that its enterprise-level storage products have been integrated into the supply chain of leading internet companies [10] - Dong'e Ejiao plans to repurchase shares worth between 100 million to 200 million yuan for capital reduction [10] - Sun Cable's major shareholder plans to reduce its stake by no more than 3% [10]