有强制退市风险。 元道通信（301139）公告称，公司于2025年7月11日收到中国证监会下发的《立案告知书》，因公司涉 嫌年报等信息披露文件财务数据存在虚假记载等违法行为，中国证监会决定对公司立案。 版权声明 若后续经中国证监会行政处罚认定的事实，触及《深圳证券交易所创业板股票上市规则(2025年修订)》规 定的重大违法强制退市情形，公司股票将被实施重大违法强制退市。 2024年，元道通信在传统业务领域保持稳健运营的同时，积极探索并大力推进新业务的发展，初步形成了 多元化业务格局。在光伏储能方面，公司针对具备条件的宏基站、机房、办公楼宇及数据中心进行光伏发 电改造。在算力业务方面，公司提供智算服务器以及配套设备等。此种业务形态由运营商负责运营、运 维、机房及供电支持，客户通过算力租赁获取服务。公司积极把握"东数西算"战略机遇，与新疆移动、青 海联通共建标杆项目，包括：克拉玛依智算中心，系新疆首个千卡集群项目，2024年已完成了一期交付， 致力于打造区域算力标杆；西宁智算园区项目，系全国首个全清洁能源驱动项目，于2024年9月试运行， 2025年完成验收。 元道通信称，公司积极把握国家"东数西算"工程、新疆自 ...

亚联机械（001395）7月9日晚发布公告，公司根据实际经营管理需要，对首次公开发行股票募集资金投 资项目"研发中心项目"的实施方式、实施地点、投资总额及投资结构进行变更。 谈及本次变更的原因，亚联机械表示，"研发中心项目"主体工程及办公场地原计划在公司敦化老厂区原 有厂房的基础上进行改扩建和翻新，但受限于老厂区建筑结构及空间规划，厂房即使经过改造，也仅能 满足短期内的研发需求，难以支撑公司长期发展。拟购置的新研发场地由当地政府平台公司根据公司设 计要求进行定制建设，在空间规划、作业环境、操作流程等方面更加优化，将为公司募投项目和生产经 营提供更充足、稳定的研发空间，符合公司长期发展战略。 亚联机械是人造板生产装备整体解决方案的供应商和服务商，主营业务为人造板生产线和配套设备的研 发、生产、销售和服务。此外，公司将核心技术和产品向其他新型材料板材制造领域拓展，产品已成功 运用于岩纤板、热塑性蜂窝板、碳纤维板等新型材料板材的生产。 此外，老厂区距离公司现有主要厂区相对较远，研发环节与生产协作不便，协同效率低，沟通和管理成 本高。新场地位于敦化经济开发区下石工业园区，毗邻公司现有主要厂区，能够实现研发生产的高效对 ...

Core Points - The company is increasing capital in its subsidiary, Aerospace Times Feihong Testing Technology Co., Ltd., to enhance its capabilities in the unmanned systems testing service industry, with a total investment of 291.0628 million yuan [1][2] - The capital increase does not constitute a related party transaction or a major asset restructuring as defined by regulations, and does not require shareholder approval [2][3] - The capital increase will be used to develop infrastructure for unmanned systems testing, including runway expansion and new facilities [7] Group 1: Capital Increase Details - The capital increase involves cash and asset contributions from Aerospace Feihong Company and Inner Mongolia Mingsheng Energy Co., Ltd., totaling 291.0628 million yuan [1][2] - The registered capital of Feihong Testing Company will increase from 178 million yuan to 450.2758 million yuan after the capital increase [5][6] - The ownership structure will change, with Aerospace Feihong Company increasing its stake from 55.06% to 62.91% [5][6] Group 2: Company Background - Feihong Testing Company was established on October 18, 2022, with a registered capital of 178 million yuan, focusing on unmanned intelligent systems training and testing [2][3] - Aerospace Feihong Company, founded on April 17, 2018, has a registered capital of 100 million yuan and is involved in the development, design, production, and sales of related technologies [2][3] Group 3: Financial and Operational Impact - The net asset valuation of Feihong Testing Company as of March 31, 2025, is 190.2733 million yuan, with a capital price of 1.0690 yuan per registered capital [5] - The capital increase is expected to enhance the company's core competitiveness and support the establishment of a comprehensive after-sales service system for unmanned intelligent systems [7]

半直驱电机创国内高海拔应用纪录，首台套天然气压差发电系统正式投产运行，"乙烯装置三大泵及关 键阀门国产化研制"等3个项目通过集团验收评审……近日，渤海装备喜报频出，这些突破是科技赋能改 革创新的缩影。 紧盯油气田企业绿色低碳转型发展，渤海装备加快新兴产业落地，建立专班运行机制，积极打造风光储 能装备、氢能装备、热能装备、CCUS装备、环保装备五条绿色装备产业链，顺利完成吉林石化-吉林油 田二氧化碳管道工程(一期)首批直缝埋弧焊接钢管保供，首台大功率固体蓄热电注汽锅炉落户新疆油 田，高速永磁"绿色电泵机组"在中国海油（600938）天津分公司租赁数量突破20口井，实现规模化应 用。(特约记者刘梅) 渤海装备全力推行定向委托、"揭榜挂帅"机制，在关键领域结出硕果。同心管射流泵及配套设备在煤层 气公司浅层煤层气井试用成功，5口井单日产气量较该区块单井平均日产气量提升76.5%；在制管加工 领域，超长内锥孔加工技术填补该领域高难度加工技术空白，标志着渤海装备具备了大口径低温对接钢 管自主制造能力。 渤海装备围绕"专精特新"加快高端化跃升，着力打造"拳头"产品和原创技术策源地。针对集团公司深井 开采难题，持续做好高强度 ...

| 产品组合 | | --- | | 工业机器人 | 9.6% | | --- | --- | | 注塑机、配套设备 | 17.8% | | 数控机床 | 10.7% | | 自动化应用系统 | 16.7% | | 智能能源及环境管理 | 42.8% | | 系统 | | 公司基本信息 | 产业别 | | 机械设备 | | --- | --- | --- | | A 股价(2025/6/23) | | 31.97 | | 深证成指(2025/6/23) | | 10048.39 | | 股价 12 个月高/低 | | 43.5/9.37 | | 总发行股数(百万) | | 476.97 | | A 股数(百万) | | 337.69 | | A 市值(亿元) | | 107.96 | | 主要股东 | | 吴丰礼 | | | | (30.32%) | | 每股净值(元) | | 5.87 | | 股价/账面净值 | | 5.44 | | | 一个月 三个月 | 一年 | | 股价涨跌(%) | -6.2 | -0.2 166.6 | 2025 年 06 月 24 日 赵旭东 H70556@capital.co ...

Core Points - Shenzhen Kexin Communication Technologies Co., Ltd. is a publicly listed company established under the Company Law of the People's Republic of China, with its shares listed on the Shenzhen Stock Exchange since November 22, 2016 [1][3][4] - The company has a registered capital of RMB 249,704,612 and operates as a permanent joint-stock company [2][4] - The company's business scope includes research, production, and sales of communication equipment and related services, focusing on telecommunications and network operators [3][4][5] Company Structure - The company is governed by its articles of association, which serve as a legally binding document for the organization and behavior of the company, shareholders, and directors [1][2][10] - The chairman of the board serves as the legal representative of the company [2] - The company’s assets are divided into equal shares, and shareholders are liable for the company's debts only to the extent of their shareholdings [2][10] Business Objectives - The company's mission is to utilize advanced technology and scientific management methods to develop and manufacture communication equipment, aiming to enhance product quality and market share while providing satisfactory returns to shareholders [3][4] Share Structure - The total number of shares issued by the company is 249,704,612, all of which are ordinary shares [7] - The company adheres to principles of fairness and transparency in its share issuance, ensuring equal rights for all shareholders [6][7] Shareholder Rights and Responsibilities - Shareholders have the right to receive dividends, participate in shareholder meetings, and supervise the company's operations [11][12] - Shareholders are obligated to comply with laws and the company's articles of association, and they cannot withdraw their capital except in legally specified circumstances [14][38] Governance and Meetings - The company holds annual and extraordinary shareholder meetings, with specific procedures for convening and conducting these meetings outlined in its articles of association [46][48] - The board of directors is responsible for managing the company and reporting to shareholders at the annual meetings [72][73]

Core Viewpoint - The company TuoSiDa (300607.SZ) has announced a third delay in the implementation of its convertible bond fundraising project, extending the deadline for the smart manufacturing overall solution R&D and industrialization project to December 31, 2025, primarily due to changes in the market economic environment and the need for product and technology adaptation [1][4][8]. Group 1: Project Delays - TuoSiDa's smart manufacturing project was initially set to be operational by March 31, 2023, but has faced multiple delays, with the first extension announced in March 2023 and the second in May 2024 [1][5][6]. - As of May 23, 2025, the project has seen a total investment of 232 million yuan, achieving a progress rate of 49.28% [2][7]. - The project has been impacted by external macroeconomic factors and the need for technological updates, leading to a cautious investment approach [8][9]. Group 2: Financial Performance - In 2024, TuoSiDa reported a significant revenue decline of 36.92%, with total revenue of 2.872 billion yuan and a net loss of 245 million yuan, marking the first loss since its listing in 2017 [2][3][9]. - The company's decision not to distribute profits in 2024 is also a first since its IPO, reflecting the financial strain [3][9]. - The decline in revenue is largely attributed to a substantial drop in the smart energy and environmental management system business, which saw a 54.22% decrease in revenue [9][10]. Group 3: Business Adjustments - TuoSiDa is undergoing a strategic transformation, focusing on product refinement and reducing project scope, which has led to a contraction in the smart energy and environmental management system business [9][10]. - Despite the challenges in the smart energy sector, other business segments, such as industrial robots and automation systems, have shown relative stability, with a revenue of 755 million yuan, albeit down 22.05% [9][10]. - The overall gross margin for the remaining business segments, excluding the smart energy sector, increased to 34.25%, indicating some resilience in other areas [10].

智通财经5月26日电，复洁环保(688335.SH)公告称，公司近日与北京市市政工程设计研究总院有限公司 签署了《白龙港污水处理厂扩建三期工程BLG3-2.3标污泥干化造粒系统、除臭系统及其配套设备采购 及伴随服务合同》，合同金额暂定为人民币2.44亿元（含税）。该合同为公司日常经营性合同，预计将 对公司未来经营业绩产生积极影响。 复洁环保：签订2.44亿元日常经营重大合同 ...

Core Viewpoint - The stock price of Lijun Co., Ltd. has surged despite a decline in revenue and net profit, raising questions about the underlying reasons for this increase [1][8]. Group 1: Stock Performance - Lijun Co., Ltd. experienced a significant stock price increase, achieving "9 days 8 boards" from May 6 to May 19, with a stock price of 14.30 yuan and a market capitalization of 14.77 billion yuan [1][5]. - The company’s stock price surge is attributed to investor interest in its robotics initiatives, although these are still in the research and development phase without any mass production products [3][8]. - The company’s stock price volatility has led to a high rolling price-to-earnings ratio, with a static P/E ratio reaching 121.93 times as of May 16, compared to the industry average of 35.19 times [6][8]. Group 2: Business Operations - Despite the stock price fluctuations, the company remains focused on production and operations, emphasizing that stock performance does not impact its operational activities [7][10]. - The company’s revenue for 2024 is projected to be approximately 770 million yuan, with a net profit of about 120 million yuan, both showing a year-on-year decline [8]. - Lijun Co., Ltd. has a significant portion of its business in aerospace component manufacturing, which generated 386 million yuan in revenue last year, reflecting a 10.69% decrease due to lower-than-expected sales [10]. Group 3: Robotics and Future Prospects - The company has been involved in robotics since 2022, but progress has been slow, with no formal mass production products available yet [9][10]. - The company’s subsidiary, Lijun Huanji, which was involved in intelligent equipment manufacturing, has been dissolved to streamline operations and improve asset efficiency [9]. - The company is exploring the integration of robotics into its main business, particularly in areas related to cement production, but results have yet to materialize [9].

星标 ★ IPO日报 精彩文章第一时间推送 5月21日晚间，广东鸿铭智能股份有限公司（下称"鸿铭股份"，301105.SZ）公告称，公司正在筹 划以现金方式购买深圳市驰速自动化设备有限公司（下称"深圳驰速"）83%股权，交易金额预计为 1.51亿元。此次交易预计构成重大资产重组，公司股票不停牌。 受此消息影响，5月22日，公司股价开盘即20%涨停，收报39.72元。 AI制图 上市以来首次 公开资料显示，标的公司深圳驰速成立于2012年，注册资本1000万元，经营范围包括自动化设 备、自动锁螺丝机的研发和销售，自动化打螺丝设备、自动化螺丝设备零配件的研发和销售，自动 化设备控制软件、检测软件及相关计算机软件的研发和销售，自动化设备信息咨询及相关技术服务 等。 目前，深圳驰速有3个股东，其中刘贤海的持股比例为83%，也正是本次收购的交易对象。 根据公司公告，鸿铭股份与深圳驰速及其主要股东签署了《意向协议》，公司拟1.51亿元收购刘贤 海持有的深圳驰速83%股权。交易完成后，深圳驰速将成为公司控股子公司，纳入公司合并报表范 围。 以上述价格计算，深圳驰速100%股权的估值约为1.82亿元。 根据《上市公司重大资产 ...