滇中腹地，春城昆明，一座以"四季如春"闻名于世的城市，正以前所未有的开放姿态拥抱世界。"十四 五"期间，随着中老铁路这条钢铁巨龙跨越山海，昆明迎来历史性的开放机遇。从基础设施的"硬联 通"到规则制度的"软对接"，从产业协作的不断深入到创新要素的加速涌入，"辐射中心、开放春城"的 壮丽画卷正一笔一墨呈现新图景。 不断深化"辐射中心、开放春城"建设 中老铁路的通车运营，不仅是一条物理通道的延伸，更是昆明开放格局重塑的战略支点。中国昆明到老 挝万象，1035公里的铁路打开了中国与中南半岛的陆路新通道，使昆明从内陆城市一跃成为面向南亚东 南亚的前沿枢纽。 纵观"十四五"，昆明对外贸易整体迈上新台阶。据统计，昆明外贸进出口总额从2020年的1111.1亿元增 长至2024年的1432.4亿元，年均增长6.6%；2025年1月至10月，全市（含磨憨）外贸进出口总额完成 1457.36亿元，同比增长14.4%；磨憨口岸进出口货值4年间激增186%，成为全国榴莲进口量最大的陆路 口岸。 以中老铁路为轴，"上天、入地、下海"，昆明加快拓展立体交通网络；积极推动我国面向印度洋国际陆 海大通道建设，探索"铁路+公路+港口"多式联运 ...

12月24日，超声电子盘中上涨2.04%，截至10:22，报13.99元/股，成交1.37亿元，换手率1.85%，总市值 75.13亿元。 超声电子所属申万行业为：电子-元件-印制电路板。所属概念板块包括：5G、光通信、激光雷达、无人 驾驶、毫米波雷达等。 截至9月30日，超声电子股东户数4.54万，较上期增加3.35%；人均流通股11817股，较上期减少3.24%。 2025年1月-9月，超声电子实现营业收入46.74亿元，同比增长10.91%；归母净利润1.78亿元，同比增长 20.93%。 分红方面，超声电子A股上市后累计派现11.48亿元。近三年，累计派现2.15亿元。 机构持仓方面，截止2025年9月30日，超声电子十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1532.08万股，相比上期增加1147.16万股。招商量化精选股票发起式A（001917）位居第 八大流通股东，持股304.97万股，相比上期减少82.62万股。 责任编辑：小浪快报 资金流向方面，主力资金净流入38.91万元，特大单买入122.24万元，占比0.89%，卖出274.50万元，占 比2.00%；大单买入300 ...

（来源：中国政府采购报） 日前，为进一步深化政府采购领域制度改革，优化集中采购管理，提高政府采购质效，江西省财政厅印 发《江西省政府集中采购目录及标准（2026年版）》，自2026年1月1日起实施。 附件:江西省政府集中采购目录及标准(2026年版) 日 以下品目必须按规定委托集中采购机构代理采购。 | 序号 | 留目 | 编码 | 子品目编码 | 备注 | | --- | --- | --- | --- | --- | | | | | 一、货物类 | | | 1 | 服务器 | A02010104 | | | | 2 | 台式计算机 | A02010105 | 1 | | | 3 | 便携式计算机 | A02010108 | | | | 4 | 复印机 | A02020100 | | | | 5 | 投影仪 | A02020200 | 1 | 用于测量、测绘等专用投影仪除外。 | | 6 | 多功能一体机 | A02020400 | | 具有多种办公功能的设备入此,例如带有 | | | | | | 打印功能的复印机等。 | | 7 | 触控一体机 | A02020800 | A3 黑白打印机 | 包括室内型 ...

Group 1 - The core business of the company includes the production and sales of printed circuit boards (50.64%), liquid crystal displays (27.87%), copper-clad laminates (16.91%), and ultrasonic electronic instruments (4.59%) [2] - As of September 30, 2025, the company achieved a revenue of 4.674 billion yuan, representing a year-on-year growth of 10.91%, and a net profit attributable to shareholders of 178 million yuan, with a year-on-year increase of 20.93% [2] - The company has cumulatively distributed 1.148 billion yuan in dividends since its A-share listing, with 215 million yuan distributed in the last three years [3] Group 2 - The company's stock price has increased by 29.74% year-to-date, but has seen a decline of 15.24% over the last five trading days [1] - The company is part of the electronics industry, specifically in the printed circuit board sector, and is associated with concepts such as 5G, optical communication, laser radar, copper-clad laminates, and drones [2] - As of September 30, 2025, the number of shareholders increased by 3.35% to 45,400, while the average circulating shares per person decreased by 3.24% to 11,817 shares [2]

Company Overview - ChaoSheng Electronics, established on September 5, 1997, and listed on October 8, 1997, is located in Longhu District, Shantou City, Guangdong Province. The company specializes in the research, production, and sales of printed circuit boards, liquid crystal displays, touch screens, ultra-thin and special copper-clad laminates, and ultrasonic electronic instruments [1]. Financial Performance - For the period from January to September 2025, ChaoSheng Electronics achieved a revenue of 4.674 billion yuan, representing a year-on-year growth of 10.91%. The net profit attributable to the parent company was 178 million yuan, reflecting a year-on-year increase of 20.93% [2]. - Since its A-share listing, ChaoSheng Electronics has distributed a total of 1.148 billion yuan in dividends, with 215 million yuan distributed over the past three years [3]. Stock Performance - As of November 27, ChaoSheng Electronics' stock price increased by 2.07% to 12.32 yuan per share, with a market capitalization of 6.616 billion yuan. The stock has risen by 21.74% year-to-date, but has seen a decline of 6.53% over the past 20 days and 10.98% over the past 60 days [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on July 8, where it recorded a net purchase of 153 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for ChaoSheng Electronics was 45,400, an increase of 3.35% from the previous period. The average number of circulating shares per shareholder was 11,817, a decrease of 3.24% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest, holding 15.3208 million shares, an increase of 11.4716 million shares from the previous period [3].

Core Viewpoint - The company, Asia Optical (002952), is focusing on customized liquid crystal displays and electronic paper display modules, with a strong emphasis on market segmentation and technological innovation to meet diverse customer needs [1][2]. Group 1: Business Overview - Asia Optical specializes in the research, design, production, and sales of customized optical display products, including monochrome LCDs, TFT LCDs, capacitive touch screen modules, and electronic paper display modules [1]. - The company adopts a customized strategy targeting niche markets, engaging deeply in product development alongside clients to adapt to market changes [1]. Group 2: Electronic Paper Business - The electronic paper segment is in an expansion phase, with projected revenue growth of 142.84% year-on-year in 2024 and 103.01% in the first half of 2025, expected to account for 48.63% of total revenue [2]. - The company has four production lines for electronic paper in Vietnam that are already in mass production, with two additional lines recently launched, currently in the ramp-up phase [2]. Group 3: Operational Efficiency and Cost Management - The company is focused on reducing operational costs and improving profitability through scale effects and product structure optimization, despite current high costs due to ramp-up operations and industry competition [2]. - A diversified supplier system is established to mitigate risks associated with key raw material price fluctuations and supply chain disruptions [3]. - The company utilizes an SAP system for comprehensive information management across procurement, production, and inventory, enhancing procurement planning and inventory turnover efficiency [3].

Group 1 - The core viewpoint of the article is that the company, 超声电子 (Sonic Electronics), produces printed circuit boards and liquid crystal display products that can be utilized in the new energy vehicle sector [1] Group 2 - The company has indicated its involvement in the production of components that are essential for the development of new energy vehicles [1]

Core Viewpoint - The company, Ultrasonic Electronics (000823.SZ), has indicated that its products, including printed circuit boards and liquid crystal displays, are applicable in the electric vehicle sector [1] Group 1 - The company produces printed circuit boards and liquid crystal display products [1] - These products can be utilized in the new energy vehicle industry [1]

Export Performance - In October, China's exports decreased by 1.1% year-on-year, a significant drop of 9.4 percentage points from the previous month, and below the Wind consensus expectation of 3.1%[1] - The export decline is attributed to a high base effect and weakening external demand, with the new export orders PMI falling to 45.9, down nearly 2 percentage points from last month[1] - Exports to the EU, Japan, and South Korea showed significant declines, with exports to Japan down 5.7% and to South Korea down 13.0%[2][3] Product Categories - Labor-intensive products saw a sharp decline, with exports of bags, textiles, and footwear down by 25.7%, 16.0%, and 21.0% respectively, collectively dragging down exports by approximately 2.1 percentage points[3][4] - High-tech products, however, supported export growth, with integrated circuits and automobiles growing by 26.9% and 34.0% respectively, contributing 5.1 percentage points to overall export performance[4][5] Import Trends - Imports grew by only 1.0% year-on-year in October, a decrease of 6.4 percentage points from the previous month, indicating a clear structural divergence[5] - Agricultural imports remained resilient, with a 7.0% increase, particularly driven by a 11.4% rise in soybean imports due to increased procurement from Brazil[5][6] - Energy and machinery imports faced declines, with coal and crude oil imports down by 27.5% and 0.3% respectively, reflecting ongoing price pressures[5][6] Market Outlook - Despite the short-term pressures on exports, structural resilience remains, particularly from non-US markets like ASEAN and Africa, which continue to support export growth[6] - The easing of US-China trade tensions may provide a temporary boost to exports, while high base effects and order depletion could pose challenges in the fourth quarter[6][7] Risk Factors - Potential risks include unexpected changes in overseas policies and slower-than-expected global economic recovery, which could further impact export performance[7][8]

Core Viewpoint - The stock of Ultrasonic Electronics has experienced fluctuations, with a recent decline of 2.06% and a year-to-date increase of 26.78%, indicating volatility in its market performance [1][2]. Company Overview - Ultrasonic Electronics, established on September 5, 1997, and listed on October 8, 1997, is located in Shantou, Guangdong Province. The company specializes in the research, production, and sales of printed circuit boards, LCDs, touch screens, ultra-thin and special copper-clad laminates, and ultrasonic electronic instruments [1]. - The revenue composition of Ultrasonic Electronics is as follows: printed circuit boards 50.64%, LCDs 27.87%, copper-clad laminates 16.91%, and ultrasonic electronic instruments and others 4.59% [1]. Financial Performance - For the period from January to September 2025, Ultrasonic Electronics achieved a revenue of 4.674 billion yuan, representing a year-on-year growth of 10.91%. The net profit attributable to the parent company was 178 million yuan, reflecting a year-on-year increase of 20.93% [2]. - Since its A-share listing, Ultrasonic Electronics has distributed a total of 1.148 billion yuan in dividends, with 215 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders of Ultrasonic Electronics was 45,400, an increase of 3.35% from the previous period. The average number of circulating shares per person was 11,817, a decrease of 3.24% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 15.3208 million shares, an increase of 11.4716 million shares compared to the previous period. Meanwhile, the fund "Zhaoshang Quantitative Selected Stock Initiation A" holds 3.0497 million shares, a decrease of 826,200 shares [3].