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奥来德:硬科技铺就国产OLED突围路
上海证券报· 2025-06-28 03:50
"企业存在的意义,就两个字'有用'。"奥来德董事长轩景泉的话语直白有力——做解决行业痛点的产 品,做推动产业升级的技术。站在成立20周年的新起点,奥来德如何持续深耕"材料+设备"双赛道,再 启新程?近日,上海证券报记者实地探访其生产基地,探寻这家硬科技企业的突围密码。 从"追光者"到"造光者" 走进奥来德有机材料合成车间,记者看到工作人员和生产设备均处于高速运转状态。工作人员正熟练地 操作系统,设置反应温度、压力、搅拌转速等参数,并将灰白色的原材料粉末填入反应釜中。 "这看似普通的粉体,相当于整个OLED屏幕发光的'灯芯',是最关键的材料。"奥来德生产部经理李明 介绍,这些按克计算的有机发光材料,在OLED产业链中专利壁垒很高,决定着屏幕的色彩饱和度、亮 度和寿命。 回溯2005年创业初期,OLED行业基本被少数海外企业垄断。在一次偶然的机会中,轩景泉接触到吉林 大学超分子实验室的OLED材料项目,他敏锐地意识到,这是一条前景广阔的全新赛道,于是义无反顾 地投身于OLED领域。 从手机屏幕到车载中控,从折叠平板到VR眼镜,显示屏已成为人们感知世界的"窗口"。随着技术进 步,OLED屏幕凭借轻薄、低功耗、高显示 ...
补涨潜力释放 白银强势崛起
上海证券报· 2025-06-28 03:50
"黄金时代"尚未落幕,白银强势崛起,开启补涨通道,"银"领贵金属板块风骚。 上海钢联数据显示,6月27日,上海1号银锭价格为8800元/千克,较今年初上涨15.9%,期货盘面上沪银 主力合约收盘价为8792元/千克,今年以来涨幅为14.5%。值得一提的是,6月18日,该合约站上9075元/ 千克的高位,创下该合约上市以来新高,COMEX白银盘中价格也涨至37.405美元/盎司,创2012年以来 新高。 地缘政治局势变化、黄金高价下补涨通道开启推动银价上涨。银价高企下,矿企有望受益。在不同的盈 利模式下,回收企业境况各异。部分企业垫资成本陡增,现金流承压。 多重因素推动银价上涨 今年以来,黄金价格迭创新高,近期仍在高位震荡。 "在黄金价格屡创新高、投资成本持续攀升的背景下,白银尚未突破50美元/盎司的历史峰值,吸引了寻 找估值洼地的资金介入。"世界铂金投资协会亚太区总经理邓伟斌说。在贺利氏中国区交易总监陆伟佳 看来,白银不仅拥有金融属性,还具有工业属性,理论上说白银价格弹性大于黄金,从历史金银比率来 看,白银具有补涨潜力。 "尽管白银工业需求占比超过50%,使其对经济周期敏感度高于黄金,但其金融属性与全球能源转 ...
豪威集团 三十而立奔赴“芯”征程
上海证券报· 2025-06-28 03:50
全球半导体行业持续复苏,高端手机图像传感器(CIS)和车载摄像头的需求继续增长……6月27日, 豪威集团举行2024年度暨2025年第一季度业绩暨现金分红说明会,豪威集团高管团队亮相,研判行业趋 势,诠释公司价值,就投资者关心的热点话题进行了互动问答。 三十而立奔赴"芯"征程 今年是豪威集团成立三十周年,不久前公司证券简称正式由"韦尔股份"变更为"豪威集团"。登陆A股市 场8年时间,豪威集团也开始布局证券化新征程。6月27日,公司宣布已向香港联交所递交发行境外上市 股份(H股)并在香港联交所主板挂牌上市的申请,有望开启"A+H"股的双资本平台运作模式。 "从'韦尔'到'豪威',变的是名称,不变的是对技术的敬畏之心与对创新的极致追求。"豪威集团总经理 王崧表示,站在豪威集团成立30周年的新起点,公司将继续以"赋能科技,感知无限"为使命,持续完善 全球化战略布局,充分发挥各业务体系之间的协同效应,携手客户为全球消费者创造更大的价值,持续 提升业务规模、市场竞争力,促进经营业绩稳健增长,为广大投资者创造长期价值回报。 智能手机和汽车市场齐头并进 "2024年,在全球半导体行业稳步复苏之际,我们凭借产品结构优化及供应 ...
Arbor Realty Trust: Don't Be Fooled By The 11.5% Dividend Yield
Seeking Alpha· 2025-06-28 03:49
There seem to be several reasons why the stock is struggling on the NYSE. Some of them include the Fed's delay in cutting interest rates, weak financialMr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on risk management, which is accompanied by in-depth financial market analysis (fundamental, macro and technical) to control the risk undertaken by the portfolios. He invests in all financial instruments globally (stocks, bonds, fx, commodities) ...
Cineverse Corp. (CNVS) Q4 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-06-28 03:46
Cineverse Corp. (NASDAQ:CNVS) Q4 2025 Earnings Conference Call Transcript June 27, 2025 9:00 AM ET Company Participants Christopher J. McGurk - Chairman & CEO Erick Opeka - President & Chief Strategy Officer Gary S. Loffredo - Chief Legal Officer, Secretary & Senior Advisor Mark Antonio Huidor - COO & CTO Mark Wayne Lindsey - Chief Financial Officer Conference Call Participants Brian David Kinstlinger - Alliance Global Partners, Research Division Daniel Louis Kurnos - The Benchmark Company, LLC, Research Di ...
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Altimmune, Inc. - ALT
Prnewswire· 2025-06-28 03:46
NEW YORK, June 27, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Altimmune, Inc. ("Altimmune" or the "Company") (NASDAQ: ALT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether Altimmune and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action]On June 26, 2025, Altimm ...
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Tesla, Inc. - TSLA
Prnewswire· 2025-06-28 03:46
NEW YORK, June 27, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Tesla, Inc. ("Tesla" or the "Company") (NASDAQ: TSLA). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether Tesla and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action]On June 22, 2025, Tesla debuted its ...
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Hims & Hers Health, Inc. of Class Action Lawsuit and Upcoming Deadlines - HIMS
Prnewswire· 2025-06-28 03:46
NEW YORK, June 27, 2025 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Hims & Hers Health, Inc. ("Hims & Hers" or the "Company") (NYSE: HIMS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.The class action concerns whether Hims & Hers and certain of i ...
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Edgewise Therapeutics, Inc. - EWTX
Prnewswire· 2025-06-28 03:46
NEW YORK, June 27, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Edgewise Therapeutics, Inc. ("Edgewise" or the "Company") (NASDAQ: EWTX). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether Edgewise and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action]June 26, 2025 ...
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Tempus AI, Inc. of Class Action Lawsuit and Upcoming Deadlines - TEM
Prnewswire· 2025-06-28 03:46
NEW YORK, June 27, 2025 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Tempus AI, Inc. ("Tempus" or the "Company")(NASDAQ: TEM). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.The class action concerns whether Tempus and certain of its officers and/or ...