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新春第一展|华交会规模影响力再升级
Jie Fang Ri Bao· 2026-02-27 07:21
为激励企业创新突破,本届华交会延续"创新奖"评选机制,46家企业凭借技术含量高、市场能力 强、服务模式新等优势,斩获"华交会产品创新奖",并将于开幕式上发布,获奖产品涵盖智能家居、文 创用品、3D打印、功能性服饰、宠物用品等多个领域。 同时,本届华交会在W1家庭用品展区首次辟出宠物用品专区,汇聚51家展商的67个展位,集中展 示宠物家具、服饰、玩具、护理用品及出行装备等领域的创新产品,引领宠物消费从"功能满足"向"人 宠共享"升级。 华交会作为响应国内国际双循环战略的重要实践平台,内外贸一体化已成为其鲜明特色。在上届 为"内外兼修"企业加注特殊标识取得积极成效后,本届华交会继续为有意愿拓展内销渠道的企业加 注"接待境内采购商"标识,企业数量达577家,较上届增长4.53%。与此同时,展会结合境外展区,为国 内采购商与国际企业搭建对接平台,促进优质产品进口,满足国内消费升级需求。 此外,本届华交会将在东方枢纽国际商务合作区举办"东方枢纽聚能,数字贸链先行"主题研讨会, 聚焦以跨境电商数字贸易链路打通内外贸衔接堵点,推动区位优势与政策红利加速转化为内外贸一体化 发展的实体动能。 解放日报记者 吴卫群 见习记者 杨 ...
哈森股份2026年2月26日涨停分析:股权收购+业务转型+亏损收窄
Xin Lang Cai Jing· 2026-02-26 05:38
根据喜娜AI异动分析,哈森股份涨停原因可能如下,股权收购+业务转型+亏损收窄: 1、公司近期公告 显示,收购苏州郎克斯45%股权,该标的公司2024年净利润4755.85万元,此次收购将显著增厚上市公 司业绩,增强公司盈利能力,这是刺激股价涨停的一个重要因素。 2、公司正处于业务转型关键阶段, 业务向精密五金、消费电子和3D打印等新兴领域拓展,降低单一业务风险,完善产业链布局,增强业 务协同,这种多元化转型为公司带来了新的发展机遇,吸引投资者关注。 3、公司2025年预计净亏损 2400 - 3600万元,较2024年9640万元显著减少,亏损同比收窄显示出公司经营有改善趋势,给市场传递 了积极信号。在市场资金流向方面,可能有资金看好公司转型前景而流入,推动股价涨停。从同板块来 看,当新兴消费电子、精密五金概念板块活跃时,哈森股份也会受到带动。技术面上,若股价此前调整 充分且MACD等指标出现向好信号,也会助力股价涨停。 2026年2月26日,哈森股份(sh603958)触及涨停,涨停价20.75元,涨幅10.02%,总市值45.52亿元,流 通市值45.52亿元,截止发稿,总成交额2.10亿元。 责任编辑: ...
锐科激光:锐科激光已布局消费类激光器市场,提供包含手持焊及3D打印产品
Mei Ri Jing Ji Xin Wen· 2026-02-11 07:30
Group 1 - The core viewpoint of the article is that Ruike Laser has entered the consumer laser market starting in 2023, focusing on handheld welding and 3D printing products [2] - The company aims to provide lightweight, high-efficiency, and high-precision welding and additive manufacturing solutions [2]
深圳一公司发巨额年终奖,员工最高奖金超200万元
第一财经· 2026-02-11 04:13
2026.02. 11 本文字数:808,阅读时长大约2分钟 据界面新闻,记者从多方渠道了解,深圳3D打印公司拓竹科技2025年年终奖发放总额较2024年增 长超过50%。 其中,在员工年终激励中,奖金金额和折算月份最高值分别超过200万元和25个月。据了解,拓竹 科技2025年营收已突破百亿元规模。 此前,广东深圳一家公司向员工母校发放1亿元"年终奖"的消息,刷屏网络。 推荐阅读 人民币稳定币境外发行被禁 该公司在微信公众号上发文回应了"1亿元年终奖"一事。文中提到,除了把阶段性成果分享给每一位 同事外,公司还额外准备1亿元"年终奖",发放(捐赠)给同事们的母校,向长期培养他们的高校表 达一份感谢。 1 月 28 日,拓竹的工作人员介绍,这次的捐赠共涉及中国科学技术大学、华中科技大学、西安交通 大学等 10 所高校。为何会选择这十所高校?工作人员解释,在学校数量与捐赠总额既定的前提下, 公司参考了各校在公司员工数量、岗位分布等维度上的贡献情况,最终选出了这十所高校。工作人员 介绍,捐赠是动态调整的,未来会根据公司发展情况、校友贡献度以及实际需求进行评估,不排除扩 大捐赠范围或增加捐赠学校的可能性。 来源:界 ...
2.5犀牛财经晚报:上交所公布2026年春节休市安排
Xi Niu Cai Jing· 2026-02-05 10:22
Group 1: Smartphone Market - The global smartphone market revenue reached $143 billion in Q4 2025, marking a 13% year-on-year increase and setting a record for single-quarter revenue [2] - The average selling price (ASP) of smartphones surpassed $400 for the first time, reflecting an 8% year-on-year growth, driven by a trend towards higher-end devices and rising material costs [2] - Smartphone shipment volume grew by 5% year-on-year, indicating a market growth driven by "value expansion" rather than "scale expansion" [2] Group 2: MLCC Market - The global MLCC market is experiencing polarization, with high-end demand driven by AI applications, while the mid-to-low-end market faces pressure due to rising raw material costs and weak demand [2] - Major manufacturers in Japan and South Korea are operating at full capacity due to increased orders for high-end MLCCs, while the consumer electronics sector is struggling [2] - The supply chain is expected to reflect a trend of "AI heat, consumer cold" in Q1 2026, necessitating suppliers to focus on high-end AI products and manage traditional product inventory and cost risks [2] Group 3: 3D Printing Industry - The domestic 3D printing industry has seen a positive start in 2026, with numerous companies reporting increased performance and ongoing mergers and acquisitions [4] - The application of 3D printing technology is expanding into various fields, including aerospace, consumer electronics, and biomedicine, highlighting its value in customization and efficiency [4] Group 4: NAND Flash Market - NAND flash memory prices surged by 80%-90% in Q1 2026, driven by a sharp increase in general server DRAM prices and a similar rise in NAND prices after a relatively stable Q4 [3] - The overall market is experiencing a comprehensive price increase, influenced by rising prices of certain HBM3e products [3] Group 5: Financial and Investment Activities - New City Development raised HKD 473 million by placing 198 million shares at HKD 2.39 each, with funds aimed at business development and improving liquidity [7] - The China Securities Regulatory Commission approved the IPO registration of Aitec, a company specializing in automotive electronics [7] - Hengwei Technology reported a 30.13% year-on-year increase in net profit for 2025, despite a 6.31% decline in revenue [14]
中关村“融科新春喜乐汇”沉浸式科技市集启幕
Xin Lang Cai Jing· 2026-02-04 08:13
Core Insights - The event "Lohas Zhongguancun Science and Art Carnival" was launched on February 4, coinciding with the beginning of spring, emphasizing the integration of cultural and technological experiences for the New Year [1][3] - The event features four main sections: AI Innovation Workshop, Neighborhood Joy Gathering, Smart Play Zone, and New Village Goods Collection, catering to diverse age groups and consumer needs [3] Group 1 - The AI Innovation Workshop showcases over 20 high-quality tech companies, providing an immersive experience in cutting-edge technology [3] - Interactive exhibits include a human-machine hybrid robot, brain-machine interface experiences, and adaptive massage robots, attracting significant public interest [3][5] - Tsinghua University volunteers are providing professional product introductions and science popularization on advanced technologies like laser security, smart robots, and 3D printing [5] Group 2 - Engaging activities such as AI tennis, AI piano playing, VR moon exploration, and robot calligraphy are designed to attract families and young people [5] - The event includes hands-on activities like New Year horse-making, allowing citizens to participate for free and enhancing their festive experience [7] - The event will run until February 7, with special performances scheduled on February 4 and February 7 from 18:30 to 20:00 [7]
未知机构:大族激光回调即是机会进可攻退可守坚定看千亿利润高点有望达-20260203
未知机构· 2026-02-03 01:45
Summary of Conference Call Records Company Overview - **Company**: 大族激光 (Dazhu Laser) - **Industry**: Laser technology and equipment manufacturing Key Points and Arguments - **Profit Potential**: The company anticipates that profit peaks could reach historical highs, potentially 2-3 times higher than current levels, with valuations at approximately 80% of previous highs, indicating low risk below these levels. A market correction is viewed as an opportunity for investment [1][2] - **Growth Drivers**: The company is focusing on three main growth areas: AI PCB (Printed Circuit Board), AI end-side applications, and 3D printing. These sectors are expected to drive the company towards becoming a billion-dollar technology platform [1][2] - **AI PCB Orders**: There is an expectation of a surge in orders for AI PCB equipment, which is entering a critical catalytic phase. The AI end-side segment is benefiting from Apple's significant innovations over the past decade and the emergence of new AI players in North America [1][2] - **3D Printing Business**: The 3D printing segment is expected to grow significantly, supported by clients such as Apple and NVIDIA, and is projected to become the company's third growth engine [1][2] - **Market Timing**: The initial phase of a cyclical turning point is often overlooked, presenting an excellent opportunity for strategic positioning [3] - **Valuation Status**: The current valuation for 2026 is below 20 times earnings, indicating that the company is severely undervalued [4] Additional Important Insights - **Comparative Analysis**: The company draws a comparison with 信维通信 (Xinwei Communication), suggesting that missing out on Dazhu Laser would be a significant oversight, similar to missing opportunities with Xinwei [2]
银禧科技(300221.SZ):公司3D打印产品运用在长征五号火箭上解决了相关装置轻量化问题
Ge Long Hui A P P· 2026-01-30 07:32
格隆汇1月30日丨银禧科技(300221.SZ)在互动平台表示,公司3D打印产品运用在长征五号火箭上解决了 相关装置轻量化问题,是公司 3D 打印项目已完结的科研课题。公司其他轻量化材料有PC、PA、PPO 等,主要应用于无人机,新能源汽车、家庭用机器人等领域。 ...
一亿元捐赠背后:为什么硬科技需要“动手”的年轻人?
Jing Ji Guan Cha Wang· 2026-01-30 02:37
一方面,2025年全国高校毕业生规模达到1222万人,青年失业率长期在16%—18%区间波动,宏观层面 的总量压力客观存在;另一方面,硬科技制造端的招聘却面临另一种焦虑。 智联招聘发布的《2025年四季度人才市场热点快报》显示,高端装备领域招聘同比增长37.3%,其中机 器人调试工程师、工业机器人工程师的增速均超过60%。 将一所职业技术大学与国内顶尖的研究型高校并列,这在以往的企业大额捐赠中并不多见。 本次捐赠的发起方是拓竹科技,一家处于高速成长期的硬科技公司。据了解,这份名单基于公司内部人 才数据的统计,这10所高校,正是其核心技术人才的重要来源地,而这笔资金,也将重点流向那些最能 培养"实战能力"的领域。 将这一动作置于当下的就业环境中,很多逻辑便不难理解。 近年来,"就业"成为最具公共情绪张力的议题。首都经济贸易大学劳动经济学院副教授张成刚近日在 《经济观察报》发表的文章中指出:"岗位并非消失了,但'好找、好干、敢干的工作'的可获得性正在 下降。" 2026年1月,深圳一家高科技企业宣布了一项计划,向10所高校捐赠1亿元人民币。 在受赠名单中,可以看到哈尔滨工业大学、西安交通大学、中国科学技术大学等传 ...
国泰海通证券每日报告精选-20260129
GUOTAI HAITONG SECURITIES· 2026-01-29 08:13
| GUOTAI HAITONG SECURITIES | | --- | | 国泰海通证券 | 精 选 目 录 | | 每日报告精选(2026-01-28 09:00——2026-01-29 15:00) 2 | | --- | --- | | | 宏观专题:《美联储如期按兵不动》2026-01-29 2 | | | 宏观专题:《白银牛市:价格破 怎么看》2026-01-28 3 100 | | | 行业专题研究:计算机《制度闭环叠加 催化,迎接数据要素"价值释放年"》2026-01-28 3 AI | | | 行业专题研究:可选消费品《智能眼镜产品力系列二:大模型催化,AI 眼镜异军突起评》2026-01-28 4 | | | 行业专题研究:耐用消费品《3D 打印行业:产业浪潮已至,工业消费双向驱动》2026-01-28 5 | | | 公司跟踪报告:中国中铁(601390)《铜钼矿产待重估,承建海南商业航天发射场》2026-01-29 6 | | | 公司信息点评:长盈精密(300115)《股权激励落地绑定核心成员,机器人业务前景广阔》2026-01-29 7 | | | ...