2019年至2022年，龙宇股份出于做大收入规模或赚取资金收益等目的，通过虚构贸易链条、人为增加业 务环节等方式，开展金属、油品、乙二醇等虚假贸易，导致龙股份2019年、2020年、2021年、2022年年 度报告存在虚假记载。其中，2019年年度报告虚增营业收入224，225.25万元，占当期披露营业收入的 16.61%，虚增利润总额573万元，占当期披露利润总额的60.48%；2020年年度报告虚增营业收入398， 583.26万元，占当期披露营业收入的44.57%，虚增利润总额1，113.69万元，占当期披露利润总额的 10.36%；2021年年度报告虚增营业收入402，421.37万元，占当期披露营业收入的50.46%，虚增利润总 额951.95万元，占当期披露利润总额的7.48%；2022年年度报告虚增营业收入428，816.60万元，占当期 披露营业收入的42.95%，虚增利润总额1，093.32万元，占当期披露利润总额的23.92%。 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维 ...

Core Viewpoint - Mexico has approved a proposal to impose tariffs on products from non-free trade partners, which will take effect on January 1, 2026, potentially impacting trade relations with countries including China [1][3]. Group 1: Tariff Proposal Details - The Mexican Senate voted to impose tariffs ranging from 5% to 50% on over 1,400 products, including footwear, textiles, clothing, metals, and automotive parts [3]. - Some tariffs on specific automotive parts, light industrial products, and textiles have been slightly reduced compared to the initial proposal submitted by the Mexican government [2][3]. Group 2: China's Response - The Chinese Ministry of Commerce has initiated a trade and investment barrier investigation against Mexico in response to the tariff proposal, emphasizing the need to protect Chinese industry interests [2][4]. - China opposes unilateral tariff measures and urges Mexico to correct its protectionist approach [2]. Group 3: Broader Trade Context - The new tariffs come amid ongoing negotiations between Mexico and the United States regarding trade issues, particularly concerning water resource obligations [3][4]. - The U.S. currently imposes a 25% tariff on Mexican imports, with temporary exemptions for products compliant with the USMCA, which may be extended as negotiations continue [4]. Group 4: China-Latin America Relations - China aims to deepen trade relations with Latin American and Caribbean countries, promoting cooperation in high-value products and technology-intensive goods [5][6]. - The Chinese government encourages participation in various international trade fairs and forums to enhance bilateral trade and investment cooperation [5][6].

格隆汇12月10日｜分析师尼尔·基恩在一份报告中表示，围绕周三美联储政策会议的风险倾向于没那 么"鹰派"的言论和进一步降息的意愿，这将削弱美元。基恩表示，美元将下跌，此外还会受到季节性因 素和年末资金流动的支撑，而股票和金属应会上涨。目前，市场普遍预期将把联邦基金目标利率下调25 个基点至3.50%-3.75%。 ...

还没反应过来的人，可能还不知道这件事有多震撼——12月2日，俄罗斯正式发行了以人民币计价的国 家债券。简单来说，这意味着俄罗斯开始用人民币向全球筹集资金。这是中俄关系40年来最重要的金融 事件之一，也是自美元体系建立以来极为罕见的一次裂缝。更令人震惊的是，这背后有三股力量叠加在 一起，推动全球金融秩序迈出了一大步。 为什么会选择这个时间点？原因很明确：俄罗斯被美元体系排除在外，只能依赖人民币。自俄乌战争爆 发后，美国和欧洲对俄罗斯采取了一系列制裁措施，包括冻结外汇、禁止美元结算和金融封锁……结果 导致俄罗斯的美元账户几乎无法使用。卢布的国际接受度急剧下降，欧元也越来越难以流通。而唯一能 够在全球大规模使用、同时不受美国封锁影响的货币，就是人民币。这一步，是俄罗斯被迫做出的选 择，也是其战略选择。当一个资源和能源大国被迫改变结算货币时，它换的不只是钱，而是寻找新的金 融支撑。 与此同时，人民币在俄罗斯手中突然变得非常充裕，俄罗斯反过来向中国求助以消化手中的人民币。外 界很少注意到一个细节：中国购买俄罗斯的石油、天然气、煤炭和金属等大宗商品，大多是用人民币结 算的。但从交易规模来看，俄罗斯卖给中国的远远多于买入的 ...

来源：环球网 因此，浙商证券认为，美元走弱大周期下大宗价格水涨船高+金属供给扰动频发，继续看好金属牛市延 续，并建议重点关注去美元化、"反内卷"进程、供应链重构。 展望2026年，浙商证券认为这轮商品超级大周期进程或还未过半，与过去基建地产驱动的周期不同之处 在于，这轮需考虑"大国博弈"这一时代背景，从而拉长进程。 报告特别提出，绿色工业革命和电力消费时代带来了产业趋势性投资机遇，从新能源汽车到储能、固 态、人形机器人、AI等，金属作为能源转型与产业变革的核心载体，迎来需求重构与价值重估的黄金 周期；电力消费+战略自主对铜的需求及库存提出更高的要求，矿端供应不足长期难解。 【环球网财经综合报道】浙商证券近日发布研报认为，2025年全球主要经济体的内外政策开始进入实质 性调整与碰撞阶段，大国博弈纵深化加大了全球供应链断裂风险，将"安全"置于"成本"之上，全球经济 延续弱增长态势。 ...

Core Viewpoint - The passing of independent director Xie Zhiming is acknowledged by Lens Technology, which expresses condolences and gratitude for his contributions to the company [4][6]. Group 1: Company Announcement - Lens Technology announced the unfortunate passing of independent director Xie Zhiming due to illness, and the board expressed deep condolences and sympathy to his family [4]. - Following Xie Zhiming's death, the board's membership decreased from 7 to 6, remaining above the legal minimum but below the number stipulated in the company's articles of association [6]. - The company plans to promptly appoint a new independent director in accordance with relevant regulations and will ensure that the current independent directors temporarily fulfill the responsibilities until a new appointment is made [6]. Group 2: Company Operations and Financials - Lens Technology's main business includes the production and assembly of components such as glass, sapphire, ceramics, metals, plastics, touch modules, biometric systems, and acoustic products [6]. - The company has initiated a "de-Apple" strategy to reduce dependency on Apple, exploring new business opportunities, including humanoid robots, which have garnered significant interest from institutional investors [6][7]. - For the first three quarters of 2025, Lens Technology reported revenue of 53.663 billion yuan, a year-on-year increase of 16.08%, and a net profit of 2.843 billion yuan, up 19.91% [7].

Core Viewpoint - The recent passing of independent director Xie Zhiming has led to a reduction in the board members of Lens Technology, although the company assures that its operations will not be adversely affected [1][3]. Company Overview - Lens Technology specializes in the production, assembly, and support of various components including glass, sapphire, ceramics, metals, plastics, touch modules, biometric systems, and acoustic products [4]. - The company was listed on the Shenzhen Stock Exchange in 2015 and has applied for a listing on the Hong Kong Stock Exchange as of March 31, 2025 [4]. Recent Developments - Lens Technology is undergoing a "de-Apple" process to reduce its dependency on Apple, exploring new business opportunities [4]. - In early November, the company engaged with 226 institutional investors, focusing on its humanoid robot business, which is expected to generate significant revenue [4]. - The company anticipates shipping thousands of humanoid robots and over ten thousand quadruped robotic dogs this year, with preliminary revenue estimates from the robotics business reaching several hundred million yuan [4]. Financial Performance - For the first three quarters of 2025, Lens Technology reported a revenue of 53.663 billion yuan, a year-on-year increase of 16.08%, and a net profit attributable to shareholders of 2.843 billion yuan, up 19.91% [4]. - The basic earnings per share stood at 0.57 yuan, with the stock price closing at 28.66 yuan per share and a total market capitalization of 151.4 billion yuan as of December 1 [4].

Core Points - The independent director of Lens Technology, Xie Zhiming, passed away due to illness, leading to a reduction in the board members from 7 to 6, below the required number as per the company's articles of association [1] - The company will promptly follow procedures to appoint a new independent director and fulfill information disclosure obligations [1] - Current independent directors will temporarily assume Xie Zhiming's responsibilities until a new director is elected [1] Company Overview - Lens Technology specializes in the production, assembly, and support of various structural and functional components, including glass, sapphire, ceramics, metals, plastics, touch modules, biometric systems, and acoustic components [2] - The company was listed on the Shenzhen Stock Exchange in 2015 and has applied for a main board listing on the Hong Kong Stock Exchange as of March 31, 2025 [2] - As one of the "three giants" in the Apple supply chain, the company is actively diversifying its business to reduce reliance on Apple, with new business areas being developed [2] Financial Performance - In the first three quarters of the year, Lens Technology achieved a revenue of 53.663 billion yuan, representing a year-on-year growth of 16% [2] - The net profit attributable to shareholders was 2.843 billion yuan, reflecting a year-on-year increase of 20% [2] - As of December 1, the company's stock price was 28.66 yuan per share, with a market capitalization of 149.7 billion yuan [3]

Core Points - The company is undergoing a change in its board of directors, with the current number of board members reduced from 7 to 6, prompting the need for a new independent director [2][3] - The company is actively diversifying its business to reduce reliance on Apple, with a focus on humanoid robots and other new business ventures [3] Group 1: Company Overview - The company, Lens Technology, specializes in the production and assembly of various components including glass, sapphire, ceramics, metals, plastics, touch modules, biometric, and acoustic products [3] - Lens Technology was listed on the Shenzhen Stock Exchange in 2015 and has applied for a listing on the Hong Kong Stock Exchange as of March 31, 2025 [3] Group 2: Financial Performance - In the first three quarters of the year, the company achieved a revenue of 53.663 billion yuan, representing a year-on-year growth of 16% [3] - The net profit attributable to shareholders for the same period was 2.843 billion yuan, showing a year-on-year increase of 20% [3] Group 3: Business Development - The company has initiated a "de-Apple" strategy to lessen its dependency on Apple, with significant exploration into new business areas [3] - In early November, the company engaged with 226 institutional investors, focusing on the expected output and revenue from its humanoid robot business, projecting thousands of units sold this year [3] - The company anticipates revenue from its robotics business to be in the range of several hundred million yuan, positioning itself as a leading manufacturer in the embodied intelligent hardware sector [3]

Group 1 - The U.S. White House is facing challenges regarding the imposition of tariffs, as 12 states and several companies have sued the president, claiming unilateral tax increases without Congressional approval [2] - If the Supreme Court rules against the president, it could lead to the return of previously collected tariffs, significantly impacting fiscal revenue and limiting the president's future authority to impose tariffs unilaterally [4] - The White House is preparing a "B plan" that involves utilizing older legal provisions, specifically Sections 301 and 122 of the Trade Act, to impose tariffs, although both have their limitations and potential complications [6] Group 2 - Rising prices, particularly in the beef market, have prompted the administration to adjust its policies, removing over a hundred agricultural products from the tariff list, which has temporarily eased price pressures for consumers [7] - The administration is also imposing tariffs on metals, automobiles, robots, and industrial machinery to protect U.S. manufacturing, which raises costs for importers and small businesses, leading to increased operational challenges [9] - The balancing act between legal policies and public pressure is evident, as the administration seeks to appease voters while preparing for potential Supreme Court rulings that could enforce stricter trade policies [11] Group 3 - The ongoing trade policy debates are not just legal and numerical but have direct implications for the daily lives of American citizens, with rising prices and business pressures being significant concerns [12]