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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
白银价格走势 - 上海1号银锭价格达8800元/千克,较年初上涨15 9% [1] - 沪银主力合约收盘价8792元/千克,年内涨幅14 5%,6月18日创9075元/千克历史新高 [1] - COMEX白银盘中价涨至37 405美元/盎司,为2012年以来最高 [1] 价格上涨驱动因素 - 黄金高价背景下白银补涨吸引力增强,资金流入估值洼地 [2] - 白银金融属性与工业属性共振,价格弹性大于黄金 [2] - 美联储降息预期及美元信用担忧强化金融属性支撑 [3] - 地缘政治因素促使黄金白银从伦敦向纽约转移,推升库存与价格波动 [3] 工业需求动态 - 光伏行业年用银量约6000吨,但新政策导致电价市场化或抑制装机增速 [2][3] - 新能源项目"新老划段"政策增加收益不确定性,光伏银浆备货需求可能减弱 [2] 矿企经营状况 - 盛达资源银锭产量25 32金属吨,银精粉413 15金属吨,控股7家矿业子公司 [4] - 公司查明银储量1 2万吨,金储量34吨,年采选能力近200万吨 [4] - 营收增长直接受益于金属价格上涨,采用随行就市销售策略 [4] 回收企业分化 - 浩通科技以贵金属回收为主营,银价上涨对其有正向影响 [5] - "买断制"回收企业垫资成本因银价飙升而增加,现金流承压 [5] - "代加工制"企业仅收取加工费,不受价格波动直接影响 [5]
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 ...