"反内卷"之风刮到了造纸业。 三安光电拟联合收购LED知名企业 8月1日晚间，三安光电（600703）公告，公司拟联合境外投资人Inari Amertron Berhad（以下简称"Inari"）以现金2.39亿美元收购Lumileds Holding B.V.（以下简称"标的公司"）100%股权。为确保本次交易的顺利实施和标的公司后续日常运营，公司与Inari拟通过各自子公司按照 74.5%、25.5%的出资比例共同出资2.8亿美元在香港设立合资公司，用于向交易对方支付本次交易对价、交易各项费用以及补充标的流动资 金。 据悉，标的公司是一家全球知名的LED企业，注册地位于荷兰。本次交易完成后，三安光电将成为标的公司的控股股东，纳入合并报表范 围。 据了解，三安光电是国内化合物半导体领域的龙头企业，所掌握的核心技术与研发能力已达到国际先进水平。公司8月1日在投资者互动平台 表示，目前，公司的400G光芯片产品已实现批量出货，800G光芯片产品已实现小批量出货，1.6T光芯片产品处于研发阶段。 多家造纸企业宣布上调纸价 据报道，多家造纸企业近日陆续发布公告进行提价，部分企业甚至在近一个月内提价四次。7月底至8月 ...

人民财讯8月1日电，三安光电（600703）8月1日在互动平台回复称，目前，公司的400G光芯片产品已 实现批量出货，800G光芯片产品已实现小批量出货，1.6T光芯片产品处于研发阶段。 ...

Group 1 - The Civil Aviation Administration of China has established a leadership group for general aviation and low-altitude economy development, focusing on key work arrangements and cross-departmental coordination [1] - The State Council Tariff Commission has decided to impose anti-dumping duties on imported brandy from the EU starting July 5, 2025, for a period of five years [5] - The Ministry of Housing and Urban-Rural Development has conducted research in Guangdong and Zhejiang provinces, emphasizing the need to stabilize expectations, activate demand, optimize supply, and mitigate risks in the real estate market [6] Group 2 - The National Energy Administration reported that the national maximum electricity load reached 1.465 billion kilowatts on July 4, an increase of approximately 200 million kilowatts from the end of June and nearly 150 million kilowatts year-on-year, setting a historical high [8] - The China Academy of Information and Communications Technology announced that domestic smartphone shipments in May 2025 totaled 23.716 million units, a year-on-year decline of 21.8%, with 5G smartphones accounting for 89.3% of the total [9] - A total of 57 A-share listed companies have released performance forecasts for the first half of 2025, with 13 companies expecting a net profit increase of over 100% year-on-year [10] Group 3 - Sanan Optoelectronics announced that its 400G optical chip products have achieved mass shipments, while 800G optical chip products have achieved small batch shipments [11] - The Shanghai Stock Exchange's merger and acquisition review committee has approved China Shipbuilding's share swap merger with China Shipbuilding Industry Corporation, making it the largest publicly listed shipbuilding company globally with over 18% of the global market order backlog [15]