Group 1 - The company clarified that recent rumors regarding its entry into the supply chains of Nvidia, Meta, Google, Huawei, and Cambricon are false, stating that no contracts have been signed with these companies [2][5][6] - Since August 11, the company's stock has experienced significant volatility, with five out of six trading days hitting the daily limit, resulting in an approximate 70% increase in stock price, reaching a multi-year high [2][6] - The company operates in two main business segments: energy and set-top boxes, with key products including 18650 lithium batteries, various polymer soft-pack batteries, digital TV set-top boxes, smart terminals, and comprehensive digital TV solutions [4] Group 2 - The company's half-year report indicated substantial growth in revenue and profit for the first half of 2025, driven by the ongoing production and sales of high-power power supply products [6] - Other companies, such as Yingweike and Huasheng Tiancai, have also issued announcements to clarify market rumors, with Yingweike's stock rising over 110% since the end of July [7][12] - Huasheng Tiancai's stock has seen a cumulative increase of 106.8% since July 18, 2025, although the company noted that its stock price has diverged significantly from its fundamental performance [14]

"公司近期关注到网上传播的关于公司进入英伟达、Meta、谷歌、华为、寒武纪等企业的供应链的相关 信息，均为不实信息。" 8月18日晚，同洲电子在异动公告中澄清了市场关切的热点，公司表示，目前未与上述任何企业签署合 同，但公司将积极进行市场拓展。 英维克近期股价表现强势，7月底至今累计上涨超过110%，8月18日，公司股价再次涨停。在前期多次 发布异动公告的基础上，英维克8月18日再次提示风险。 新天药业最近两个交易日连续涨停，8月18日晚，新天药业在异动公告中表示，公司正在筹划拟通过"增 资+受让"方式，对参股公司上海汇伦医药股份有限公司（以下简称"汇伦医药"）追加股权投资事项。 此次拟"增资+受让"方式投资汇伦事项完成后，汇伦医药仍为公司的参股公司。该事项待召开董事会议 审议，尚存在不确定性。除此之外，公司不存在其他应披露而未披露的重大事项。 华胜天成8月18日也再次涨停，自2025年7月18日以来，公司股票收盘价格涨幅累计达106.8%。 8月18日晚，华胜天成公告，公司股票涨幅显著高于同行业。公司基本面未发生重大变化，但近期公司 股票价格脱离公司基本面情况，投资者参与交易可能面临较大风险。 自8月11日 ...

【导读】同洲电子发布澄清公告：均为不实信息 中国基金报记者 李智 8月18日 晚间 ，6天5板 的 同洲电子发布澄清公告 称 ，网传公司进入英伟达等企业供应链相关信息均为不实信息 。 同洲电子 发布澄清公告 8月18日，同洲电子发布公告称，公司股票交易价格连续三个交易日内收盘价格涨幅偏离值累计达到20%，根据《深圳证券交易所交易规 则》等的相关规定，公司股票交易属于异常波动的情况。 同洲电子 表示， 公司近期关注到网上传播的关于公司进入了英伟达、Meta、谷歌、华为、寒武纪等企业的供应链的相关信息，均为不实 信息。公司目前未与上述任何企业签署合同，公司将积极进行市场拓展。公司目前正常经营，近期公司经营情况及内外部经营环境未发生 重大变化。敬请投资者理性决策，注意投资风险。 2个月前刚被"摘星脱帽" 8 月18日，有投资者在深交所互动易平台发文提问 ： "除英伟达外，同洲电子还进入了Meta、谷歌、华为、寒武纪等企业的供应链，但前 五大客户收入占比达70%，其中英伟达相关订单占比较高。请问上述消息是否属实？" 值得注意的是，同洲电子2个月前刚被"摘星脱帽"。 6月15日，*ST同洲发布公告称，公司股票自6月17 ...

2、据2025年7月28日半年报，公司高功率电源产品主要应用于算力服务器领域，覆盖数据中心需求，采 用高能效电路拓扑设计等技术，契合全球云计算及AI市场增长趋势。 3、据2024年年报，公司主营业务为能源领域业务如18650锂电池、聚合物软包电池、家庭储能等和机顶 盒领域业务如数字电视机顶盒、智慧家庭整体解决方案。公司产品的生产均符合国家行业技术要求，并 先后通过了CCC、CE、FCC等国内外质量认证。 8月12日，家电行业个股异动，同洲电子（002052）（002052）今日触及涨停板，该股近一年涨停81 次。 异动原因揭秘： 1、据2025年7月28日半年报，公司上半年营收5.40亿元，同比增长606.52%，归母净利润2.03亿元，同 比扭亏为盈，主要受益于高功率电源产品的持续生产销售。 后市分析：该股今日触及涨停，后市或有继续冲高动能。 ...

南方财经记者 吴佳楠 深圳报道 目前同洲电子的主营业务主要分为两大板块，第一板块为能源领域业务，主要产品包括高功率电源产 品，18650锂电池、各类聚合物软包电池、铅改锂电池PACK、备用电源，家庭储能、电动自行车电池 和新能源车换电业务等。 第二板块为机顶盒领域业务，包括卫星接收工程机设备，数字电视机顶盒、智能终端、数字电视整体解 决方案、智慧家庭整体解决方案、智慧平台业务等。 7月28日，上个月刚完成"摘星脱帽"的同洲电子（002052.SZ），交出了一份亮眼的2025年半年报。 财报显示，今年上半年，公司实现总营业收入5.40亿元，同比增长606.52%；实现归母净利润2.03亿 元，同比增长662.77%。报告期内，同洲电子的海外业务占比90.23%，营业收入同比增长14579.41%。 但公司经营活动产生的现金流量净额为-1.15亿元，而去年同期为203万元。这主要与公司赔偿投资者损 失和供应商还款有关。财报显示，上半年同洲电子应付帐款1.20亿元，上年末为8.05亿元。这意味着， 同洲电子在半年内还清旧债近7亿元。 这是一只原本几乎处于退市边缘的*ST股票，却在半年报中迎来了逆势反转。 6月17日 ...

Core Viewpoint - The 2025 Fifth Chang'an Two-Wheeled Vehicle Battery Exchange Conference focuses on advanced technologies in the two-wheeled vehicle and battery exchange industry, highlighting innovations in lithium batteries, sodium batteries, and fast-charging technologies [1]. Group 1: Event Overview - The conference was held on July 11, 2025, in Shenzhen, with over 300 key enterprises and 600 industry leaders participating to discuss industry development [1]. - The theme of the conference was "Battery Exchange City, Smart Two-Wheeled Vehicles," emphasizing the importance of battery exchange systems in the two-wheeled vehicle sector [1]. Group 2: Company Presentation - Noda Wisdom, a relatively new company, specializes in lithium battery cells, producing models such as 18650-3800mAh and 21700-5800mAh, with a focus on semi-solid batteries [3]. - The company has established a complete industrial chain, extending from raw material sourcing to applications in backup power, home storage, two-wheeled vehicles, and resource recycling [3]. Group 3: Technology Development - Noda Wisdom's semi-solid batteries have achieved international certifications and are positioned for mass production, with advancements in materials and safety [3][12]. - The company is developing multi-pole ear technology, which enhances energy density and safety, with a focus on applications in two-wheeled vehicles, electric tools, and robotics [9][18]. Group 4: Market Applications - The primary application areas for Noda Wisdom's products include two-wheeled vehicles, lighting, scooters, and electric tools, with plans to expand into drones and robots by 2025 [12][23]. - The company aims to address challenges in electric tools, such as insufficient instantaneous discharge power and overheating issues, through its multi-pole ear technology [19][20][22].

Core Viewpoint - The article highlights the upcoming 2025 Fifth Point Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit, focusing on advancements in battery technology and the electric two-wheeler industry [1][10]. Group 1: Event Details - The conference will take place on July 10-11 at the Dingshilou International Hotel in Bao'an, Shenzhen, with over 300 key enterprises in the battery swap and electric two-wheeler sectors expected to attend [1]. - Shenzhen Chuangming New Energy Co., Ltd. is confirmed as a gold sponsor, with Dr. Huang Yang presenting on the application and development prospects of large cylindrical batteries in the two-wheeler sector [1][10]. Group 2: Company Overview - Shenzhen Chuangming New Energy has been in the cylindrical battery field for 22 years and is recognized as the first private enterprise in China to mass-produce 18650 lithium batteries [1][3]. - The company has achieved seven capacity breakthroughs domestically and is a pioneer in high-capacity cylindrical batteries [1]. Group 3: Technological Advancements - The company boasts a global production network with five digital smart factories and has established the first wide-temperature quasi-solid-state large cylindrical digital high-speed production line in the country [3]. - Chuangming has developed comprehensive energy solutions covering various fields, including new power storage systems, green travel, intelligent robots, and smart consumer electronics [3]. Group 4: Conference Highlights - Notable speakers at the conference include CEOs and representatives from various companies, discussing topics such as battery management systems, safety solutions for battery swapping, and the trends in electric two-wheeler technology [10]. - The event aims to foster discussions on cutting-edge technologies like high-rate, ultra-fast charging, new materials, and innovative processes in the battery industry [1].

Core Viewpoint - *ST Tongzhou has announced the removal of delisting risk warning and other risk warnings, changing its stock name from "*ST Tongzhou" to "Tongzhou Electronics" effective June 17, 2023 [2][4]. Group 1: Company Overview - *ST Tongzhou was established in 1994 and listed on the Shenzhen Stock Exchange in June 2006. The company's main business includes energy sector operations and set-top box services [6]. - The energy sector operations primarily involve 18650 lithium batteries, various types of polymer soft-pack batteries, and high-power power supply products, with a total production capacity of 3 GWh across three production lines [6]. Group 2: Financial Performance - The company was subject to delisting risk warning due to a negative net profit and operating revenue below 100 million yuan for the fiscal year 2023 [6]. - In 2022, the company faced property preservation measures due to a contract dispute with Dazhu Holdings, resulting in the freezing of major bank accounts [6]. - The financial report for 2024 indicates that the lower of net profit before and after deducting non-recurring gains and losses is positive, eliminating uncertainties regarding the company's ability to continue operations [6]. - The company no longer has any major bank accounts frozen, meeting the conditions for applying to remove delisting risk warnings and other risk warnings [6].

Core Viewpoint - The company *ST Tongzhou is set to remove its delisting risk warning and change its stock name to Tongzhou Electronics, indicating a significant recovery in its financial status and stock performance [1][2]. Financial Performance - For the fiscal year 2024, the company reported an operating income of 599 million yuan, representing a year-on-year growth of 155.52% [1]. - The net profit attributable to shareholders reached 70 million yuan, marking a 193.13% increase compared to the previous year [1]. - The net assets attributable to shareholders stood at 87 million yuan, showing a remarkable growth of 930.83% year-on-year [1]. Stock Market Activity - The company's stock price has surged over 160% since early March 2023, reflecting strong market performance [1]. - The stock will have a daily price fluctuation limit of 10% after the removal of the delisting risk warning [1]. Business Segments - The company operates in two main business segments: the energy sector, which includes lithium batteries and energy storage solutions, and the set-top box sector, which encompasses satellite reception equipment and smart home solutions [2][3]. - The company is actively investing in the energy market, focusing on technology research and development, production, and sales to explore new growth opportunities [3].