Group 1 - The core viewpoint of the article is that Jiangsu Litong Electronics Co., Ltd. has significantly increased its revenue from computing power business, achieving 455 million yuan in 2024, a year-on-year increase of 3817%, with a gross profit margin of 53.42% [2][5][6] - The computing power business includes leasing and technical service maintenance, primarily operating in domestic and Southeast Asian markets, with a total computing power leasing scale of 13,000P by the end of 2024 [2][5] - The company has established strategic partnerships with major manufacturers and service providers, enhancing its resource advantages in the computing power market [7] Group 2 - The revenue and cost structure of the computing power business shows that domestic revenue was 426.57 million yuan with a gross margin of 50.54%, while overseas revenue was 28.63 million yuan with a gross margin of 96.28% [9][10] - The company’s computing power leasing business generated 301.94 million yuan in revenue with a gross margin of 34.93%, while technical service maintenance contributed 43.53 million yuan with a gross margin of 64.26% [10] - The company’s computing power business has maintained a high gross profit margin due to its operational model and the high demand for AI computing power in the market [6][8] Group 3 - The company’s subsidiaries, Century Litong and LETACTCLOUD, reported revenues of 384 million yuan and 6.3 million yuan respectively in 2024, with significant differences in net profit margins and cash flow [16][19] - Century Litong primarily focuses on domestic customers, while LETACTCLOUD serves international clients, leading to different cash flow dynamics due to prepayments and service delivery timelines [17][19] - The company has seen a substantial increase in other receivables and prepayments, indicating a growing scale of operations and investment in computing power resources [16][19]

南都讯 记者李洁琼 近日，珠海金湾宣布，目前正通过完善口岸设施、强化政策对接，全力破解港澳游 艇"直航入境"难题。按照计划，最快到今年年底，首单港澳游艇入境维保业务有望在金湾完成。 港澳游艇直航维保是块"大蛋糕"，珠海平沙如何"抢滩"大湾区黄金赛道？有什么门槛？又将如何破局？ 政策落地 港澳游艇直航维保市场打开"大门" 港澳地区，尤其是香港，作为亚洲重要的游艇聚集地，拥有数以万计的私人游艇。 以往繁琐的入境申请程序和高昂的合规成本，如同一道无形的闸门，将大量港澳游艇的日常保养、维修 需求阻挡在内地专业服务市场之外。 如何把握这千载难逢的契机，从"可能"驶入的游艇身影中精准"抢滩"，锚定港澳游艇直航维保的核心枢 纽地位？这不仅是一场产业升级的硬仗，更是珠海深度融入大湾区海洋经济的关键一跃。 现实难关 平沙亟须跨越维保"三重门" 机遇当前，挑战亦如影随形。港澳游艇主对维保服务的要求素以"严苛"著称，平沙园区欲在激烈的湾区 竞逐中拔得头筹，必须清醒认知并全力跨越标准壁垒、人才高地以及跨境便利的三重关键门槛。 首先是国际规则下的"通行证"挑战。 今年年初，广东海事局发布《粤港澳游艇自由行实施方案（征求意见稿）》（以下 ...

Core Viewpoint - Huahai Qingshi (688120) plans to expand its wafer regeneration project to enhance its "equipment + service" platform development strategy, aiming to capture the growing market share in the semiconductor equipment industry [1][2]. Group 1: Expansion Plans - The company intends to build a wafer regeneration expansion project in Kunshan, Jiangsu Province, with a total planned capacity of 400,000 pieces per month, and an initial construction capacity of 200,000 pieces per month [1]. - The initial investment for the project is expected to be no more than 500 million yuan, funded by the company's own and self-raised funds, with a construction period of no more than 18 months [1]. Group 2: Technology and Market Position - The wafer regeneration process involves multiple steps, including film removal, coarse grinding, fine grinding, cleaning, and inspection, aimed at ensuring a smooth surface without residual particles [1]. - The company has established strong relationships with domestic integrated circuit manufacturers, which overlap significantly with its existing equipment business customer base, laying a solid foundation for market expansion in wafer regeneration [2]. Group 3: Financial Performance - In 2024, the company achieved total operating revenue of 3.406 billion yuan, a year-on-year increase of 35.81%, and a net profit attributable to shareholders of 1.023 billion yuan, up 41.4% [2]. - Revenue from wafer regeneration and other businesses totaled 419 million yuan, reflecting an approximate 80% year-on-year growth, outpacing the growth of the main CMP/thinning equipment sales [2]. Group 4: Strategic Development - The company is committed to the "equipment + service" platform development strategy, focusing on semiconductor key equipment and technical services, and actively developing new technologies and products [3]. - The revenue from CMP equipment continues to grow rapidly, while thinning equipment, wet processing equipment, and wafer regeneration services are also contributing significantly to overall revenue [3].

导读： 两批招标总预算达2910万元，旨在为1584台实验设备提供维修保养服务。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 近期，中国食品药品检定研究院公布了生物安全柜等设备维保服务及2025-2026年实验设备 维保服务（第一批）两项公开招标公告。这两批招标总预算达2910万元，旨在为1584台实验 设备提供维修保养服务。 预算金额：180.000000 万元（人民币） 采购需求： 项目编号：HCZB-2025-ZB0732 项目名称：中国食品药品检定研究院2025-2026年实验设备维保服务第一批采购项目 预算金额：2730.000000 万元（人民币） 最高限价（如有）：2730.000000 万元（人民币） 采购需求： | | 分包预算金额 | | | --- | --- | --- | | 包号 | | 采购需求 | | | （万元） | | | 第一包 | 559 | 为采购人的91台安捷伦设备仪器提供维修 | | | | 保养服务。 | | 第二包 | 339 | 为采购人的50台赛默飞设备仪器提供维修 | | | | ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经上市公司研究院 作者：IPO再融资组/郑权 近日，以专网通信未主营业务的震有科技发布定增预案，拟向不超过35名特定投资者发行不超过48，138，658 股新股，募集资金总额不超过10.69亿元。 震有科技10.69亿元定增募资计划中，有近一半募资用来进行研发投入，合计4.81亿元，这个金额约等于公司三年的总研发投入。事实上，震有科技IPO募投 项目中，也将部分募资用来进行研发，但三个主要募投项目都未实现预期效益（累计额都是负值），公司上市前四年中有三年亏损。尽管公司2024年扭亏， 但已经连续四年未分红，而持股5%以上的大股东轮番减持，合计套现数亿元。 2020年上市前，震有科技的净利润连续大幅增长，但在上市当年就出现大幅下滑，之后连亏三年。公司盈利"变脸"背后，应收账款和存货常年居高不下，经 营活动产生现金流净额连续8年为负。 前次募投项目皆未实现预期效益 资料显示，震有科技的主营业务为核心网系统、光网络及接入系统、数智网络及智慧应急系统和技术与维保服务等，形成了包括核心层、汇聚层和接入层的 覆盖公网通信和专网通信的全网 ...

2025 年 06 月 16 日 王睿哲 C0062@capital.com.tw 目标价(元) 155 股价相对大盘走势 C o m p a n y U p d a t e 公司基本资讯 | 产业别 | | | 医药生物 | | --- | --- | --- | --- | | A 股价(2025/6/13) | | | 129.50 | | 上证指数(2025/6/13) | | | 3377.00 | | 股价 12 个月高/低 | | | 151.86/91.91 | | 总发行股数(百万) | | | 824.16 | | A 股数(百万) | | | 593.30 | | A 市值(亿元) | | | 768.32 | | 主要股东 | | | 联影医疗技术集 | | | | | 团有限公司 | | | | | (20.33%) | | 每股净值(元) | | | 24.61 | | 股价/账面净值 | | | 5.26 | | 一个月 | | 三个月 | 一年 | | 股价涨跌(%) | -5.9 | 0.3 | 12.1 | 近期评等 | 日期 | 收盘价 | 评级 | | --- | -- ...

6月12日，河南省儿童医院郑州儿童医院中小型医疗设备维修维保服务进行公开招标，预算金额200万 元，投标截止时间为2025年7月3日9时30分。项目概况：医院现运行院区内医学装备科职责范围内的单 台价值50万元以下的医疗设备。(不包含购买原厂维保的大型设备、特种设备、科研类设备、单台价值 50万元及以上的贵重设备)对于医院已自行买保或新购置尚在质保期的设备，有义务协助配合厂家技术 人员，尽快解决故障，并按维保范围内设备同等的各项要求管理。(大河财立方) ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002367 证券简称：康力电梯 公告编号：202524 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第一季度报告是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 √适用 □不适用 其他符合非经常性损益定义的损益项目1141.93万元，主要系本期收回了已全额计提减值的大通阳明18 号一期资产管理计划1200万本金，按照一贯性原则对良卓资产稳健致远票据投资私募基金理财产品计算 预计可回收金额，本期末可回收金额较期初减少100万元，相应减值准备增加计提100万元。 将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》中列举的非经常性损益项目界 定为经常性损益项目的情况说明 公司是否需追溯 ...

Investment Rating - The report assigns a "Buy" rating for the company, indicating a potential upside of 15% to 35% from the current price [2][5]. Core Insights - The company reported a revenue of 10.3 billion RMB for 2024, a decrease of 9.7% year-on-year, with a net profit of 1.26 billion RMB, down 36.1% year-on-year. However, the first quarter of 2025 showed signs of recovery with a revenue of 2.48 billion RMB, up 5.4% year-on-year, and a net profit of 370 million RMB, up 1.9% year-on-year [5]. - The company plans to distribute a dividend of 0.8 RMB per 10 shares and may consider an additional mid-year dividend if conditions are met [5]. - International sales have shown strong growth, with overseas revenue reaching 2.27 billion RMB in 2024, up 35% year-on-year, accounting for 22% of total revenue. The domestic market is expected to recover in 2025 [5]. - Maintenance service revenue increased by 26.8% year-on-year to 1.36 billion RMB in 2024, while equipment sales were impacted by domestic policy changes [5]. - Profit forecasts for 2025-2027 are 1.64 billion RMB, 2.00 billion RMB, and 2.42 billion RMB, representing year-on-year growth rates of 30.3%, 22.0%, and 20.8% respectively [5][7]. Financial Summary - The company achieved a net profit of 1.974 billion RMB in 2023, with projections of 1.644 billion RMB for 2025, and an EPS of 2.0 RMB for the same year [7][10]. - The price-to-earnings ratio (P/E) is projected to be 63 times for 2025, decreasing to 42 times by 2027 [7][10]. - The company’s total revenue is expected to grow from 11.41 billion RMB in 2023 to 12.98 billion RMB in 2025 [10].

证券研究报告 看好公司两大主业 25 年实现向好发展 1）设备类产品：24 年收入 84.45 亿元（yoy-14.9%），主因国内外部因素 短期影响行业规模增长，但 RT 业务仍凭借产品的优异性能实现收入逆势增 长（yoy+18.1%）。考虑国内政策执行边际向好、海外竞争力持续提升，看 好板块 25 年发展向上。2）维保服务：24 年收入 13.56 亿元（yoy+26.8%）， 毛利率 63.4%（yoy+1.7pct），收入占比 13.2%（yoy+3.8pct），板块经营质 量及业绩贡献度持续提升。考虑设备装机量持续提升（截至 24 年底公司全 球设备装机已超 34500 台/套），海外售后团队及本地化平台持续完善，看好 板块 25 年收入实现快速增长。 国内市场认可度持续提升，海外市场加速拓展 1）境内：24 年收入 80.34 亿元（yoy-17.5%），主因国内行业因素短期扰 动。虽国内行业规模整体增长放缓，但公司产品认可度仍持续提升；按新增 市场金额口径统计，公司 24 年位列中国影像产品（不含超声和 DSA）综合 新增市占率头名。展望 25 全年，看好公司国内业务在配置证管理优化及设 备更新 ...