崇达技术（002815.SZ）9月26日在投资者互动平台表示，公司目前尚无直接的OCS（光电路交换）交换 机产品。我们的研发资源主要聚焦于服务器、通讯、航空航天用高多层PCB、以及先进封装基板等核心 技术的开发与量产。公司会持续关注行业技术动态，积极布局前沿领域。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问董秘贵公司有在OCS方面的技术储备吗？ ...

格隆汇9月26日丨崇达技术(002815.SZ)在投资者互动平台表示，公司目前尚无直接的OCS(光电路交换) 交换机产品。公司的研发资源主要聚焦于服务器、通讯、航空航天用高多层PCB、以及先进封装基板等 核心技术的开发与量产。公司会持续关注行业技术动态，积极布局前沿领域。 ...

香港8月出口货值同比升14.5% 连续18个月录得上升 中新社香港9月25日电 (记者 魏华都)香港特区政府统计处25日公布，2025年8月香港商品整体出口货值 为4366亿港元，较去年同月上升14.5%，连续18个月录得上升。 期内，输往亚洲的整体出口货值同比上升12.6%。此地区内，马来西亚升73.6%、越南升54.3%、菲律宾 升36.9%、中国台湾升33.7%、泰国升28.9%和中国内地升8.2%。 除亚洲的目的地外，输往其他地区的大部分目的地整体出口货值录得同比升幅，尤其是荷兰升65.7%、 英国升55.8%和美国升17.3%。 大部分货品类别的整体出口货值录得同比升幅，尤其是"电动机械、仪器和用具及零件"增加294亿港 元，升15.7%；"通讯、录音及音响设备和仪器"增加110亿港元，升23.9%。 9月25日，香港特区政府统计处公布，2025年8月香港商品整体出口货值为4366亿港元，较去年同月 上升14.5%。图为2022年3月拍摄的位于香港青衣的九号货柜码头资料图。 中新社记者 李志华 摄 大新金融集团首席经济及策略师温嘉炜表示，8月出口升幅扩大主要是受惠于部分亚洲地区出口增速持 续加快。他 ...

9月25日，香港政府统计处发表的对外商品贸易统计数字显示，2025年八月份香港整体出口和进口货值 均录得同比升幅，分别上升14.5%和11.5%。继2025年七月份录得14.3%的同比升幅后，2025年八月份商 品整体出口货值为4366亿港元，较2024年同月上升14.5%。同时，继2025年七月份录得16.5%的同比升 幅后，2025年八月份商品进口货值为4620亿港元，较2024年同月上升11.5%。2025年八月份录得有形贸 易逆差254亿港元，相等于商品进口货值的5.5%。 2025年首八个月的商品整体出口和进口货值均较2024年同期上升13.0%。2025年首八个月录得有形贸易 逆差2433亿港元，相等于商品进口货值的6.8%。 经季节性调整的数字显示，截至2025年八月止的三个月与对上三个月比较，商品整体出口货值下跌 2.9%。同时，商品进口货值下跌2.0%。 2025年首八个月与2024年同期比较，输往大部分主要目的地的整体出口货值录得升幅，尤其是越南(升 52.7%)、马来西亚(升45.3%)、中国台湾省(升39.8%)、中国内地(升16.4%)和日本(升15.0%)。另一方面， 输往阿拉伯联 ...

Core Viewpoint - Hong Kong's overall export and import values showed year-on-year increases in July 2025, with exports rising by 14.3% and imports by 16.5% compared to July 2024 [1] Trade Performance - In July 2025, the total export value reached HKD 446.3 billion, up 14.3% from the same month in 2024, while the total import value was HKD 480.4 billion, reflecting a 16.5% increase [1] - The tangible trade deficit for July 2025 was HKD 34.1 billion, equivalent to 7.1% of the import value [1] - For the first seven months of 2025, total export value increased by 12.7% and total import value rose by 13.2% compared to the same period in 2024, resulting in a tangible trade deficit of HKD 218.6 billion, or 7.0% of the import value [1] Regional Analysis - In July 2025, exports to Asia increased by 19.3%, with significant rises to Taiwan (91.9%), Malaysia (80.7%), Singapore (42.5%), Vietnam (42.1%), the Philippines (16.5%), and mainland China (16.1%) [2] - Imports from major supply regions also saw increases, particularly from Vietnam (129.3%), Thailand (33.1%), Singapore (28.7%), the UK (24.8%), Japan (22.3%), and mainland China (16.3%) [2][3] - For the first seven months of 2025, exports to Vietnam rose by 52.4%, Malaysia by 41.4%, Taiwan by 40.7%, mainland China by 17.7%, and Japan by 14.8% [2] Product Category Analysis - In July 2025, significant increases in export values were noted for electric machinery, instruments, and parts (up HKD 41.9 billion, 22.8%) and communication, recording, and sound equipment (up HKD 14.9 billion, 32.0%) [4] - Import values also rose for electric machinery, instruments, and parts (up HKD 39.6 billion, 21.9%) and communication, recording, and sound equipment (up HKD 22.2 billion, 49.8%) [4] - For the first seven months of 2025, electric machinery, instruments, and parts saw an increase of HKD 180.6 billion (14.8%), while office machines and automatic data processing equipment rose by HKD 127.4 billion (44.4%) in export values [4] Future Outlook - The steady growth of the mainland economy and closer economic ties with various markets are expected to support Hong Kong's trade performance [5] - However, high tariffs and uncertainties in U.S. trade policies may impact international trade flows in the short term [5]

Group 1 - The company's revenue increase in the second quarter primarily comes from applications in the server, communication, and mobile product sectors [2]

Core Viewpoint - The stock of Zhuoyue Technology has shown significant movement, with a notable increase in share price and trading volume, indicating investor interest and market activity [1] Group 1: Company Overview - Zhuoyue Technology is located in Nanshan District, Shenzhen, and specializes in the research, manufacturing, and sales of 3C products, including communications, computers, and consumer electronics [1] - The company operates R&D centers in Shenzhen, Xi'an, and Wuhan, and has highly automated production bases in Shenzhen, Heyuan, and Tianjin [1] - Zhuoyue Technology has received various certifications, including ISO9001, ISO14001, ISO45001, and ISO27001, and has been recognized as one of Shenzhen's top 500 industrial companies and a leading private enterprise in Nanshan District [1] Group 2: Financial Performance - As of January 27, Zhuoyue Technology had approximately 99,200 shareholders, with an average of 5,701 circulating shares per shareholder [2] - For the period from January to September 2024, Zhuoyue Technology reported a revenue of 1.233 billion yuan, representing a year-on-year growth of 14.36% [2] - The company recorded a net profit attributable to shareholders of -124 million yuan, which reflects a year-on-year increase of 28.87% [2]

Group 1 - The company has revised its articles of association to enhance the protection of shareholders and creditors' rights and to standardize its organizational behavior [1][4][5] - The term "shareholders' meeting" has been changed to "shareholders' assembly" in the revised articles [1][4] - The representation of the supervisory board and supervisors has been removed from the articles [1][4] Group 2 - The legal representative of the company will be elected by a majority of the board of directors [2][3] - The legal representative will bear the legal consequences of civil activities conducted in the company's name [3][5] - The company will assume civil liability for damages caused by the legal representative while performing their duties [5][6] Group 3 - The company's total share capital is 683,285,806 shares, all of which are ordinary shares [11][12] - The company has established a mechanism for financial assistance to acquire its own shares, with a limit of 10% of the total issued capital [11][12] - The company can increase its capital through various methods, including issuing shares to unspecified objects or existing shareholders [12][14] Group 4 - The company has provisions for repurchasing its shares under specific circumstances, such as capital reduction or mergers [15][26] - The company must follow legal and regulatory requirements when repurchasing shares and must disclose relevant information [15][26] - The company cannot accept its own shares as collateral [27][28] Group 5 - The company has established rules for the rights and obligations of shareholders, including the right to dividends and participation in meetings [20][21] - Shareholders are required to comply with laws and the company's articles of association [27][38] - The company has mechanisms for shareholders to request information and participate in decision-making processes [22][23]

Core Insights - Hong Kong's overall export and import values both recorded year-on-year increases in June 2025, with exports rising by 11.9% and imports by 11.1% [1] - The trade deficit for June 2025 was HKD 58.9 billion, equivalent to 12.4% of the import value [1] - For the first half of 2025, overall export value increased by 12.5% compared to the same period in 2024, while import value rose by 12.6% [1] By Country/Region Analysis - In June 2025, exports to Asia increased by 17.2%, with significant rises to Malaysia (52.6%), the Philippines (48.3%), Vietnam (37.6%), mainland China (18.3%), and India (12.5%) [2] - Conversely, exports to South Korea decreased by 10.9%, and exports to the Netherlands and the United States also saw declines of 35.5% and 12.1%, respectively [2] - For the first half of 2025, exports to Vietnam surged by 54.4%, Malaysia by 34.6%, and Taiwan by 33.0% [2] By Major Product Category Analysis - In June 2025, significant increases in export values were noted for "electrical machinery, instruments, and apparatus" (up HKD 35.8 billion, 20.2%) and "office machines and automatic data processing equipment" (up HKD 4.7 billion, 10.4%) [4] - Import values for the same categories also rose, particularly for "electrical machinery, instruments, and apparatus" (up HKD 28.4 billion, 14.6%) and "communication, recording, and sound equipment" (up HKD 8.3 billion, 17.7%) [4] - For the first half of 2025, exports of "electrical machinery, instruments, and apparatus" increased by HKD 139.2 billion (13.4%), while "office machines and automatic data processing equipment" saw a remarkable rise of HKD 129.7 billion (55.4%) [4] Comments - The Hong Kong government spokesperson noted that the export performance in June remained robust, with a significant year-on-year growth of 11.9% [5] - Exports to mainland China and most other Asian markets continued to expand significantly, while exports to the US and EU declined [5] Future Outlook - The steady growth of the mainland economy and the increasingly close economic ties between Hong Kong and various markets are expected to support trade performance [6] - However, the global trade policy outlook remains uncertain, prompting the Hong Kong government to monitor the situation closely [6]