从资本市场的反应来看，投资者对和邦生物暂停光伏硅片项目的决定态度复杂。一方面，暂停低效投资 有助于公司优化资源配置，提升财务稳健性；另一方面，也暴露出公司前期战略判断的偏差，可能影响 市场对其长期成长性的信心。 实际上，和邦生物的抉择绝非孤例。近年来，一批跨界涌入光伏赛道者已纷纷掉头撤离。当行业从"双 碳"东风下的狂热扩张跌入产能过剩的凛冬，产能利用率下滑与激烈的价格战，让未站稳脚跟的追赶者付 出高昂代价。风口之上，蜂拥而至；潮退之时，仓皇逃生——成为许多跨界者的真实写照。 除了和邦生物，还有多家企业"豪赌"落空：皇氏集团（维权）终止安徽绿能上市计划，麦迪科技拟出售光 伏子公司股权，华东重机终止亳州10GW电池片项目，向日葵终止TOPCon电池项目，乐通股份终止光伏 资产重组，海源复材终止滁州光伏项目并转让子公司股权。此外，ST绿康面临财务困境，ST沐邦股价承 压，ST海源终止光伏项目投入。棒杰股份、ST聆达、金刚光伏的光伏业务进入破产重整。这些调整均凸 显了光伏行业洗牌加速，跨界企业需重新审视战略。 转自：新华财经 新华财经上海7月10日电（记者 郭慕清）又有一家跨界光伏企业按下了"急刹车"。7月9日，和邦 ...

贵州省药品监督管理局 2025年7月7日 2025年药品生产监督检查结果通报（第二期） 贵州省药品监督管理局2025年药品生产监督检查结果通报（第二期） | 序号 | 企业名称 | 地市 | 检查结果及采取监管措施 | | --- | --- | --- | --- | | 1 | 贵州景诚制药有限公司 | 贵阳市 | 符合 | | 2 | 贵州君之堂制药有限公司 | 贵阳市 | 符合 | | 3 | 贵州泰邦生物制品有限公司 | 贵阳市 | 符合 | | 4 | 贵州瑞和制药有限公司 | 贵阳市 | 符合 | | 5 | 贵州德良方药业股份有限公司 | 黔西南州 | 符合 | | 6 | 贵州光正制药有限责任公司 | 贵阳市 | 符合 | | 7 | 遵义廖元和堂药业有限公司 | 遵义市 | 符合 | | 8 | 贵州益康制药有限公司 | 贵阳市 | 符合 | | 9 | 贵州维康子帆药业股份有限公司 | 贵阳市 | 符合 | | 10 | 贵州神奇药业有限公司 | 贵阳市 | 符合 | | 11 | 贵州益佰制药股份有限公司 | 贵阳市 | 符合 | | 12 | 贵州仙龙药业有限公司 | 遵义市 | 符 ...

源杰科技于2022年12月21日在上交所科创板上市，股份发行数量为1500万股，发行价格为100.66元/股，保荐机构(主承销商)为国泰 君安证券股份有限公司(现更名为国泰海通证券股份有限公司)，保荐代表人为李冬、吴同欣。 源杰科技上市发行募集资金总额150,990.00万元，募集资金净额137,867.73万元。源杰科技最终募集资金净额比原计划多39,867.73万 元。2022年12月16日，源杰科技发布的招股书显示，公司拟募集资金98,000.00万元，分别用于"10G、25G光芯片产线建设项 目"、"50G光芯片产业化建设项目"、"研发中心建设项目"、"补充流动资金"。 源杰科技公开发行新股的发行费用合计13,122.27万元(不含增值税)，其中国泰君安证券股份有限公司获得保荐承销费用10,547.32万 元。 | | | | | 单位:元 币种:人民币 | | --- | --- | --- | --- | --- | | 主要会计数据 | 2024年 | 2023年 | 本期比 上年同 | 2022年 | | | | | 期增減 | | | | | | (%) | | | 营业收入 | 252, ...

Core Insights - Nokia has launched a co-existence solution that enables operators to run 10G, 25G, and 50G PON technologies on the same fiber network, protecting existing infrastructure investments while providing flexibility for service delivery [1][7] - The solution supports high-speed service rollouts and dense deployments, addressing the increasing demand for ultra-fast and reliable broadband connectivity [1][2] Technology and Infrastructure - The co-existence network element allows operators to add different PON technologies on various wavelengths to a single fiber without disrupting existing services, maximizing the use of current fiber infrastructure [3][7] - This technology provides unmatched bandwidth, speed, and scalability, allowing operators to evolve from 10G and 25G to 50G and beyond [2][3] Market Positioning - Moving to next-generation PON offers a competitive advantage for operators, enabling them to provide differentiated services tailored to the unique demands of residential and enterprise customers [4][7] - Nokia's co-existence solution, along with its multi-PON portfolio, offers operators flexible options for tactical and mass market multi-gigabit deployments [3][7]

投资界（ID：pedaily2012）5月21日消息，近日，国内集成电路测试设备领域的企业上海鹏武电子科技 有限公司（以下简称"鹏武电子"）宣布，公司已顺利完成A+轮数千万融资。此次融资由金雨茂物领 投。新资金的注入将主要用于新产品研发和规模化产能布局，进一步推动集成电路测试设备的自主创新 与国产化替代。 上海鹏武电子科技有限公司成立于2015年，总部坐落在上海浦东新区，在上海张江设有销售中心，在苏 州工业园区设有研发中心，在浙江嘉兴设有制造基地。通过在高速数字、高精度模拟和无线射频等领域 的不断创新，为工程专家和科学家提供集成电路晶圆和芯片测试验证的设备。以客户需求为导向，结合 硬件设计和软件开发，为客户提供一站式的测试解决方案，助力客户降低检测成本、提高检测精度、保 障产品质量。 集成电路测试设备被誉为芯片制造的质检员，其技术门槛高，长期被海外巨头垄断。鹏武电子自成立以 来，聚焦数字芯片，数模混合芯片，以及高精度模拟芯片的测试需求。通过自主研发实现了多项突破。 鹏武电子用于集成电路量产检测的设备实现高精度、高效率、高可靠性的统一，为国内外中高端企业提 供通用型测试机，可以单台覆盖数字，数模混合，模拟电源的 ...

Core Viewpoint - Shanghai Pengwu Electronics Technology Co., Ltd. has recently completed a multi-million A+ round financing led by Jinyumaowu, indicating strong investor confidence in the company's potential in the integrated circuit testing equipment sector [2][4]. Company Overview - Established in 2015 and headquartered in Shanghai's Pudong New District, Pengwu Electronics is a high-tech enterprise focused on integrated circuit testing equipment [3]. - The company has sales centers in Zhangjiang, Shanghai, a research and development center in Suzhou Industrial Park, and a manufacturing base in Jiaxing, Zhejiang [3]. - Pengwu Electronics provides one-stop solutions for integrated circuit wafer and chip testing and verification equipment, combining hardware design and software development [3]. - The company's products have significant technological advantages in high-speed digital, high-precision analog, and wireless RF fields, effectively reducing testing costs and improving accuracy, thus breaking the long-standing monopoly of foreign giants in this area [3]. Financing Purpose - The recent financing will primarily be used for new product development and scaling production capacity [4]. - The company aims to increase R&D investment to enhance product performance and reliability, meeting the market demand for high-end integrated circuit testing equipment [4]. - Optimizing production capacity and improving efficiency will ensure faster product delivery and better service for customers, contributing to the independent innovation and domestic substitution of integrated circuit testing equipment [4]. Investment Rationale - Jinyumaowu's investment director highlighted the company's technological strength and innovation capabilities in the integrated circuit testing equipment field as key reasons for the investment [5]. - The company has achieved several technological breakthroughs through independent R&D, with its high-end ATE testing equipment 'P2' and high-speed digital instrument 'HSS10G' successfully introduced to clients, filling a gap in the domestic market [5]. - The market outlook for Pengwu Electronics is promising, as the rapid development of the domestic integrated circuit industry increases demand for high-end testing equipment, positioning the company to capture significant market share [5]. - The management team's experience and market insight were also noted as important factors for investment [5]. Industry Context - The national government has placed significant emphasis on the development of the integrated circuit industry, implementing various supportive policies, including tax incentives and financial subsidies for design, manufacturing, and testing sectors [5]. - The recent financing round for Pengwu Electronics reflects the positive impact of government policies on the industry, indicating a favorable environment for growth [5]. - The investment in Pengwu Electronics is seen as a response to national industrial policies, contributing to the development of the domestic integrated circuit industry and supporting independent innovation and domestic substitution [5].

Core Viewpoint - The Shanghai Municipal Communications Administration has released guidelines aimed at promoting high-quality development of the city's telecommunications industry from 2025 to 2027, outlining seven key areas and 20 initiatives to enhance competitive advantages and leadership in the sector [1] Group 1: Development Goals - By 2027, the plan aims to deploy over 120,000 5G base stations and more than 30,000 5G-A base stations [1] - The proportion of 10G PON and above rate ports is expected to exceed 99%, with 50G PON ports reaching a scale of tens of thousands [1] Group 2: Infrastructure and Integration - The initiative includes the deepening of "Broadband Frontier" construction and the promotion of the "5G Embrace the Sea" action plan, which aligns with the development of Shanghai as a modern marine city [1] - The goal is to establish a comprehensive "land-sea-air-space" integrated marine network by 2027, ensuring high-quality 5G network coverage in coastal shipping routes and key sea areas [1]

北京商报讯（记者 金朝力 实习生 芦春阳）北京商报记者从工业和信息化部了解到，2025年一季度，我 国数字产业蓬勃发展，交出亮眼成绩单，多项关键指标增速加快，新动能持续释放，为经济高质量发展 注入强劲动力。 一季度，数字产业实现业务收入8.5万亿元，同比增长9.4%，增速较上年同期提升4.4个百分点；利润总 额达5721亿元，同比增长7.0%。制造业和服务业板块均保持稳定增长态势，展现出强大的发展韧性与 活力，规模与效益双提升，产业发展韧性尽显。 全国24个省份数字产业收入实现正增长，其中10个省份增速超两位数。东部和中部地区增速分别达 10.2%和9.7%，较去年同期显著提升。广东、江苏等数字产业前10大省份合计贡献全国80.7%的收入， 对行业增长贡献率高达90.8%，成为拉动全国数字产业增长的主力军。 截至3月底，全国5G基站总数达439.5万个，5G - A网络升级蹄疾步稳；10G PON端口超2925万个，86个 城市启动万兆光网试点。全国算力中心标准机架数突破900万，5G虚拟专网广泛覆盖工业、能源等重点 领域，工业互联网标识解析体系接入企业超50万家，为数字经济发展夯基垒台。 其中重点行业亮点纷 ...

源杰科技(688498) 报告日期：2025 年 05 月 08 日 25Q1 快速增长，数通占比持续提升 ——源杰科技 2024 年年报&2025 年一季报点评 投资要点 ❑ 25Q1 快速增长，打造电信+数通双引擎 2024 年，公司营收 2.52 亿元，同比+74.6%，归母净利润-0.06 亿元，同比- 131.5%。毛利率 33.32%，同比-8.56pct。净利率-2.43%，同比-15.92pct。2025 年 Q1，公司营收 0.84 亿元，同比+40.5%，归母净利润 0.14 亿元，同比+35.9%，毛 利率 44.64%，同比+9.8pct，净利率 16.97%，同比-0.57pct。费用端持续向研发和 销售倾斜。公司在深耕电信市场的基础上，积极把握 AI 发展带来的数通市场机 遇，加速向"电信+数通"双轮驱动的高端光芯片解决方案供应商转型。 ❑ 数通业务占比有望持续提升，CW 光源批量出货 2024 年，公司数据中心及其他业务实现营收 4804 万元，同比+919%，毛利率为 71.04%，同比-13.9pct。在 AI 算力需求爆发的背景下，公司在 AI 数据中心市场 实现突破，尤其 ...

Core Insights - Zhaolong Interconnect reported a revenue of 1.831 billion yuan for 2024, a year-on-year increase of 17.73%, and a net profit attributable to shareholders of 153 million yuan, up 55.90% [1] - The company achieved a revenue of 448 million yuan in Q1 2025, reflecting a growth of 21.54%, with a net profit of 33 million yuan, marking an 85.12% increase [1] Financial Performance - For 2024, Zhaolong Interconnect's operating income was 1.831 billion yuan, with a net profit of 153 million yuan and a basic earnings per share of 0.59 yuan [1] - In Q1 2025, the company reported an operating income of 448 million yuan and a net profit of 33 million yuan [1] Product Development and Innovation - The company is focusing on the development of high-speed cables, industrial cables, and connection products, driven by the increasing demand for digital transmission cables due to the growth of artificial intelligence [2] - Zhaolong Interconnect has made significant advancements in new product innovation, including the development of 400G and 800G products, enhancing its technical capabilities in high-speed interconnects [2] Industrial Applications - In the industrial sector, Zhaolong Interconnect has developed flexible, medical, fire-resistant, and armored cables, achieving successful mass delivery of products [3] - The company has received positive market feedback for its 10GigE machine vision components and new generation gigabit vehicle-mounted SPE cables [3] Global Expansion - Zhaolong Interconnect has expanded its product sales to over 100 countries, with overseas sales revenue reaching 1.134 billion yuan in 2024, a 20.42% increase, accounting for 61.93% of total revenue [3] - The company has implemented a multi-brand strategy to enhance brand exposure and market positioning [3] Research and Development - In 2024, Zhaolong Interconnect invested 65.59 million yuan in R&D, a 12.04% increase, and has established partnerships with renowned research institutions for technology development [4] - The company plans to accelerate the expansion of high-speed cable and connection product projects and enhance its delivery capabilities [4]