格隆汇12月22日丨道明光学(002632.SZ)在互动平台表示，公司石墨烯产品主要应用在游戏、折叠屏等 智能手机、平板及可穿戴智能电子设备；但公司目前已在着手开发石墨烯导热垫片、石墨烯泡沫膜及相 变储热材料，未来将持续拓展下游应用场景。 ...

据此，买方可于购股权期限内及在符合先决条件的情况下，按其酌情权要求卖方进行可能出售事项，向 买方出售销售单位(相当于出售公司100%已发行及流通有限责任单位)，销售单位代价为1亿美元(相当于 7.8亿港元)，将以现金及代价股份支付。 公告称，考虑到近年来地缘政治的紧张局势，包括美国颁布的降低通膨法案、中国对石墨产品的出口限 制以及持续的贸易战，董事会预期未来在美国的投资将面临重大挑战。董事会认为可能出售事项是集团 为股东提升价值的最有利选择。透过利用现有团队的能力、人力及资源提供基本设计及技术支援，集团 认为可能出售事项的条款及条件对公司及其股东整体有利。最后，可能出售事项可让集团专注于其于中 国的扩展计划。 烯石电车新材料(06128)跌超23%，截至发稿，跌23.16%，报0.219港元，成交额375.97万港元。 消息面上，烯石电车新材料发布公告，于2025年12月1日，卖方(公司全资附属公司Happy Growth Group Limited)、买方(M2i Global,Inc.)，及出售公司(公司全资附属公司Graphex Technologies LLC)订立该协 议，据此，卖方拟向买方授出购股 ...

本报记者 桂小笋 上海明伦律师事务所王智斌律师告诉《证券日报》记者，上市公司的信息披露要求"真实、准确、完 整、及时"，如果发现有对股价产生异动的信息，基于审慎原则，要通过法定渠道进行说明。"建议公司 更快速地响应市场出现的传闻，建立市场传闻快速核查机制，在股价异动初期主动澄清。" 12月2日晚间，道明光学发布股票交易异常波动公告，12月1日、12月2日连续2个交易日收盘价格涨幅偏 离值累计超过20%。而在11月30日晚间，公司也曾发布了类似公告。 截至12月2日，道明光学已经连续4个交易日股价涨停。 值得注意的是，在11月30日晚间的股票交易异常波动公告中，道明光学也未提及AI手机相关信息。 福州公孙策公关咨询有限公司合伙人詹军豪接受《证券日报》记者采访时表示，近期，公司因"AI手 机"等热点概念被市场热炒，股价异动。公司迅速表明未发现影响股价的未公开重大信息，且明确自身 并无AI手机相关业务，及时给市场降温，有助于防止投资者因盲目跟风而遭受损失。 道明光学在12月2日晚间的公告中提及，"未发现近期公共传媒报道了可能或已经对本公司股票交易价格 产生较大影响的未公开重大信息；但公司关注到近期部分媒体、网络论坛 ...

出售公司为一家于2021年根据特拉华州法律正式组织及有效存续的有限公司。于本公布日期，出售公司 为公司的间接全资附属公司。出售公司的主要业务为于北美洲开发、制造及销售石墨烯产品。 考虑到近年来地缘政治的紧张局势，包括美国颁布的降低通膨法案、中国对石墨产品的出口限制以及持 续的贸易战，董事会预期未来在美国的投资将面临重大挑战。董事会认为可能出售事项是集团为股东提 升价值的最有利选择。厂房的产品在美国而言颇为独特。预期兴建及营运厂房可为买方及其股价带来显 着增值。此框架结构利用卖方的特定专业知识，减低买方进入美国市场的风险，加快营运准备，并确保 无缝转移对厂房成功至关重要的非专利技术诀窍，而分阶段的方法平衡了责任、专业知识及风险，使买 方能够在美国建立此独特负极材料的首个生产基地，同时减低执行上的不确定性。集团认为，现有团队 有足够能力承担提供基本设计及技术支援所增加的工作量，因此提供基本设计及技术支援将不会为集团 带来显着的额外成本。透过利用现有团队的能力、人力及资源提供基本设计及技术支援，集团认为可能 出售事项的条款及条件对公司及其股东整体有利。最后，可能出售事项可让集团专注于其于中国的扩展 计划。 烯石电车 ...

考虑到近年来地缘政治的紧张局势，包括美国颁布的降低通膨法案、中国对石墨产品的出口限制以及持 续的贸易战，董事会预期未来在美国的投资将面临重大挑战。董事会认为可能出售事项是集团为股东提 升价值的最有利选择。厂房的产品在美国而言颇为独特。预期兴建及营运厂房可为买方及其股价带来显 着增值。此框架结构利用卖方的特定专业知识，减低买方进入美国市场的风险，加快营运准备，并确保 无缝转移对厂房成功至关重要的非专利技术诀窍，而分阶段的方法平衡了责任、专业知识及风险，使买 方能够在美国建立此独特负极材料的首个生产基地，同时减低执行上的不确定性。集团认为，现有团队 有足够能力承担提供基本设计及技术支援所增加的工作量，因此提供基本设计及技术支援将不会为集团 带来显着的额外成本。透过利用现有团队的能力、人力及资源提供基本设计及技术支援，集团认为可能 出售事项的条款及条件对公司及其股东整体有利。最后，可能出售事项可让集团专注于其于中国的扩展 计划。 据此，买方可于购股权期限内及在符合先决条件的情况下，按其酌情权要求卖方进行可能出售事项，向 买方出售销售单位(相当于出售公司100%已发行及流通有限责任单位)，销售单位代价为1亿美元(相当 ...

Core Viewpoint - The company has conducted research on graphene products but has not yet achieved large-scale production [2]. Group 1: Company Information - Baichuan Co., Ltd. (002455.SZ) responded to an investor inquiry regarding the mass production of its graphene products [2]. - The subsidiary, Haiji New Energy, focuses on the research, production, sales, and service of lithium-ion batteries and battery systems [2].

Core Insights - The "government + business (association) + enterprise" three-dimensional linkage mechanism in Henan Province and Hami City has effectively established the "Yuhar Zero Carbon Technology Industry Aid Xinjiang Platform," attracting investments of 9.98 billion yuan and resulting in 10 industrial projects and 3 research institutions by June 30 this year [1] Investment and Economic Impact - The platform has created a significant industrial agglomeration effect, exemplifying a new era of industrial aid to Xinjiang [1] - The Xinjiang Green Energy Intelligent Charging Digital Technology Co., Ltd. has launched Xinjiang's first energy storage PACK intelligent production line, which is expected to achieve an annual output of 1 GWh for distributed energy storage products and 4 GWh for centralized energy storage products, with an estimated annual output value of 3.5 billion yuan for the first and second phases [1] - Hami Yun Jing Graphene Technology Co., Ltd., another company benefiting from the platform, is expected to generate annual sales of 1 billion yuan and create 200 jobs upon full production [2] Collaborative Mechanism - The "Hami Manufacturing + Henan Intelligent Manufacturing" model reflects a profound transformation in the aid mechanism, establishing a "five-in-one" working method that includes a dedicated team for each industry, a unified plan, a set of policies, a fund, and a group of enterprises [2] - The platform has successfully integrated the advantages of Henan's industrial technology in synthetic diamond production with Hami's low industrial electricity prices, attracting investments of nearly 4.5 billion yuan from various companies [2] Broader Economic Development - The cooperation between Henan and Hami has expanded beyond the energy sector to include cultural tourism and agriculture, contributing to Hami's GDP growth rate being among the highest in Xinjiang for two consecutive years [2] - Hami is positioned as a demonstration area for energy transition in Xinjiang, establishing a new paradigm for coordinated development between eastern and western regions of China [2]

Core Viewpoint - The company has established a complete coal chemical circular economy industrial chain, focusing on various products including new materials, advanced carbon materials, and hydrogen fuel, while actively expanding its operations and improving profitability [1][2] Group 1: Business Operations - The company has formed a complete industrial chain involving coal mining, coking, gasification, methanol synthesis, and the production of hydrogen fuel [1] - Key operational segments for Q1 2025 include raw coal production, washing, power generation, heating, and new materials, with raw coal production being the most impactful for overall performance [1] - The company is accelerating the construction of its mines to enter trial production as soon as possible, aiming to increase coal output and profitability [1] Group 2: Market Strategy - In response to market volatility, the company is increasing its self-sufficiency in raw coal and reducing costs through various measures [2] - The company is actively expanding its customer base and ensuring stable sales channels for its products [2] - Strategic initiatives include accelerating the construction of raw coal bases and advancing technological upgrades to achieve energy savings [2] Group 3: Production Capacity and Development - The company’s mining operations are set to expand significantly, with several mines expected to enter trial production between 2025 and 2026, ultimately reaching a total capacity of 2.85 million tons per year [2] - Positive progress has been made in the development and industrialization of graphene thermal management materials [2]