格隆汇4月22日丨据CCTV国际时讯，伊朗外交部发言人巴加埃今日表示，伊朗目前尚未决定是否参加与美国的新一轮谈判。巴加埃在接受媒体采访时称，伊朗本着诚意与严肃态度参与了与美国的首轮谈判，但美方表现出冷淡态度且缺乏诚意，立场亦反复不定。他表示，伊朗方面已明确表态，如前往巴基斯坦伊斯兰堡参加谈判符合国家利益，将会参加，但目前尚未作出任何决定。巴加埃表示，美国对伊朗港口的封锁行为属于侵略举动，对伊朗商船射击及扣押，并非一个真正致力于严肃外交进程的国家应有的行为。

应急管理部新闻发布会表示，当前化工非法生产的主要特点之一是为了追逐暴利罔顾安全，处心积虑逃避监管，有的“挂羊头卖狗肉”进行伪装 2026年4月22日，应急管理部举行季度例行新闻发布会，通报一季度全国安全生产形势。图：视觉中国 【财新网】 “去年以来，受到化工市场行情波动、利益驱使等多重因素影响，一些不法企业和个人铤而走险，非法生产化工产品，一度造成非法生产事故抬头，形势严峻。”4月22日上午，应急管理部危险化学品安全监督管理一司副司长刘丽在新闻发布会上表示，国务院安委会办公室、应急管理部采取了一系列针对性措施，通过部署专项排查整治、挂牌督办、警示曝光等，推动各地区查处打击了一大批非法生产行为。 当前化工非法生产的主要特点之一是为了追逐暴利罔顾安全。刘丽说，近年来，农药原料2-硝基-3-甲基苯甲酸，价格一度大幅上涨，巨大的利益诱惑之下，催生了一些非法生产，2025年河南新乡“7·23”事故、2026年山西朔州“2·7”事故都是非法生产同类产品，用到的硝化工艺风险比较高，容易引发爆炸，现场设施、人员专业素质能力完全不具备安全条件。

Robert Way Australia's online safety watchdog directed Roblox ( RBLX ), Microsoft ( MSFT )-owned Minecraft, Epic Games' Fortnite and Valve's Steam to detail how they protect children from sexual predators, radicalization and cyberbullying on their gaming platforms. The eSafety Commissioner sent legally enforceable transparency notices to the companies, seeking details on how their systems, staffing and safety by design choices align with Australia's Basic Online Safety Expectations. Gaming platforms are widely used by Australian children, with eSafety research showing that 9 in 10 kids aged 8 to 17 had played online games. eSafety Commissioner Julie Inman Grant said online game and gaming-adjacent platforms like encrypted message services could serve as a point of first contact between children and offenders in cases of online harms such as grooming, sexual extortion and youth radicalization. "What we often see after these offenders make contact with children in online game environments, they then move children to private messaging services," she noted. Grant pointed to media reports of grooming as well as terrorist and violent extremist-themed gameplay on Roblox ( RBLX ), Minecraft, Fortnite and Steam. "This includes Islamic State-inspired games and recreations of mass shootings on Roblox, as well as far-right groups recreating fascist imagery in Minecraft," she said. She added that games in Fortnite reportedly gamify the events of the WWII Jasenovac concentration camp and the January 6th U.S. Capitol attack, while Steam is said to be a hub for extreme-right communities. To note, Roblox ( RBLX ) is facing over 140 lawsuits in the U.S. for allegedly exposing children to sexual predators, grooming and violent content in its games. The company on Tuesday reached settlements with Alabama and West Virginia , totaling $23.2M, under which it will implement changes to its chat and gaming functions to ensure child safety. It also reached a $10M settlement with Nevada last w...

皖通科技公告，2026年第一季度营业收入1.92亿元，同比增长45.06%。归属于上市公司股东的净亏损2884.47万元，上年同期净亏损1558.42万元。

皖通科技公告，2025年营业收入13.43亿元，同比增长10.86%。归属于上市公司股东的净亏损3.26亿元，上年同期净利润3691.65万元。公司计划2025年度不进行现金分红，不送红股，不以资本公积金转增股本。

道明光学公告，2026年第一季度营收为2.92亿元，同比下降12.50%；净利润为4099.58万元，同比下降20.32%。

水晶光电公告，2026年第一季度营业收入17.21亿元，同比增长16.08%。净利润2.47亿元，同比增长11.69%。

瑞丰新材公告，2026年第一季度营业收入8.77亿元，同比增长3.24%。净利润1.4亿元，同比下降28.22%。

格隆汇4月22日｜Adobe(ADBE.US)盘前涨2.8%，报254美元。消息面上，Adobe宣布将在未来四年内回购高达250亿美元的股票。此次回购授权是在2024年3月宣布的另一项250亿美元回购计划完成近尾声之际推出的。公司首席财务官DanDurn在一份声明中表示，这项新的回购授权彰显了我们对公司强劲现金流的信心，以及为投资者创造长期价值的决心。(格隆汇)

华如科技公告，2026年第一季度营业收入1.23亿元，同比增长223.71%。净亏损1656.03万元，上年同期净亏损3978.41万元。

新柴股份公告，2026年第一季度营收为7.34亿元，同比增长0.03%；净利润为2024.1万元，同比增长32.60%。

科新机电公告，2026年第一季度营收为2.81亿元，同比下降14.34%；净利润为2555.95万元，同比下降47.06%。

新柴股份公告，2025年营业收入为23.31亿元，同比增长3.13%；净利润为1.07亿元，同比增长35.63%。公司董事会审议通过的利润分配预案为：以2.41亿股为基数，向全体股东每10股派发现金红利1.3元（含税）。

果麦文化公告，2026年第一季度营收为8348.09万元，同比下降32.52%；净亏损822.76万元，上年同期净亏损196.88万元。

最近2个月，智能轮椅赛道迎来了一轮罕见的融资爆发期： 皮皮熊、双派机器人、XSTO 小神童三家新锐企业接连完成新一轮超数千万元的融资，资方名单里不乏金沙江创投、辰德资本、天图投资、顺为资本等一线机构的身影。 这波密集的资本下注，恰好印证了追觅科技创始人俞浩那句被创投圈认可的主流判断： 用前沿新技术重做成熟老品类，远比从零开拓全新赛道，更容易建立壁垒、实现规模化盈利。 在中国人口乃至全球人口老龄化的当今社会，用机器人的技术做电动轮椅几乎完美契合了这条逻辑。 传统的电动轮椅是存在了数十年的成熟品类，并有特定的消费人群，是“夕阳红”产业，属于刚性的市场需求。 但传统的电动轮椅长期处在“机械代步工具”的阶段——仅能实现基础的电动行走，无避障、上坡费力、下坡溜车，出门必须依赖陪护，且使用者的病耻感与出行焦虑仍未被真正重视。 而当日益成熟产业化的机器人技术下沉到这个赛道，看看赛道主要的玩家是怎么各显神通赢得资本的认可，以及打开这个市场的。 百度系连续创业者从智能门锁，转向银发出行，年营收过亿元 2026 年 4 月，皮皮熊刚刚完成数千万元 A 轮融资，虽然距离其宣布上一轮融资已经过去了两年半多的时间，但能获得新资本，以及老股东金沙江创投、顺为资本等一致的认可追投，显然是有了重大的突破。 这个重要发展可以体现在商业化上。据报道，皮皮熊过去几年实现了行业惊人的增长速度，在2025年全年营收突破1亿元。 作为一家成立不到5年的创业公司，如何做到快速爆发的？ 首先，是创始人过往的创业经验，可复用、可迁移。 皮皮熊的核心底气首先来自创始人张东胜连续创业经验。 作为国内消费硬件领域的顶级连续创业者，张东胜曾是云丁科技联合创始人、鹿客智能门锁 CEO，从零把鹿客打造成年营收超 10 亿的智能门锁行业龙头。更早之前，他曾是百度可穿戴业务负责人、云平台架构师。 而切入银发智能出行赛道，张东胜看中了这个赛道“成熟市场+技术重构”的巨大机会，借助自己过往在智能门锁的创业经验和能力，可以重新再做一遍智能轮椅。 其次，是创业品类和战略方向上，突出性价比，成为老年代步车界的“小米”。 和传统轮椅厂商“在代步车上加智能配件”的思路不同，皮皮熊把轮椅当成一台小型自主移动机器人来打造。这套系统整合了毫米波雷达、北斗定位、IMU 姿态感知、智能助力算法、远程安全通信全套机器人技术。 同时，产品设计上也突破了原有的...

据天银机电一季报显示，自然人刘鑫新进成为第三大流通股东，持有1418.61万股，占流通比例3.39%。

Is It Time To Reassess Qualcomm (QCOM) After A 21.6% Year To Date Decline simplywall.st

【港股收市】恒指跌324點 寧德時代跌5%、阿里巴巴跌逾3% 「AI三寶」逆市反彈逾3%（不斷更新） 香港經濟日報HKET

格隆汇4月22日丨铁科轨道披露一季报，公司2026年一季度实现营业收入2.61亿元，同比增长27.82%；归母净利润1788.23万元，同比下降17.7%。

Cargo ship attacked northwest of Iran after earlier reports that the IRGC had fired at a gunboat off the coast of Oman Trump announces ceasefire extension Why Trump’s erratic commentary is the real block to an Iran deal If you’re just joining us, here’s the main news of the day. It is 9.30am in Tehran, 9am in Jerusalem and Beirut, and 2am in Washington DC. Donald Trump unilaterally said he is extending the ceasefire with Iran at Pakistan’s request while awaiting a “unified proposal” from Tehran , even as the US military maintains its blockade of Iranian ports. Trump made the announcement as ceasefire talks looked increasingly uncertain with a two-week truce set to expire on Wednesday . Both countries had said they were prepared to resume fighting if no deal is reached. Trump said he would “extend the ceasefire until such time as [Iran’s] proposal is submitted, and discussions are concluded, one way or the other”. Trump later claimed in a Truth Social post that Iran is “collapsing financially” and was losing $500m every day that the strait of Hormuz is effectively closed . Iran has yet to decide whether to join the negotiations in Pakistan , a foreign ministry spokesman said earlier on Tuesday, and will only take part if Tehran believes the discussions would yield results. A container ship has reported being fired at by an IRGC gunboat, the United Kingdom Maritime Trade Operations said. The incident occurred 15 nautical miles north-east of Oman. The vessel sustained “heavy damage” to its bridge , the master of the ship said. All crew members were reported as safe. Shares were mixed in Asia as markets waited to see if the US and Iran may resume talks. Brent crude edged higher to $98.51 a barrel , while US benchmark crude fell 0.4% to $89.29 a barrel. One person was killed and two others wounded in an Israeli drone strike overnight on the outskirts of al-Jbour in Lebanon’s western Bekaa Valley , Lebanese state media reported. Israel and Lebanon agreed to a 10-day cease...

Amazon (AMZN) Stock Rises as GLP-1 Launch Sends HIMS Stock Tumbling 6% CoinCentral

柳钢股份公告，公司正在筹划以发行股份及支付现金的方式购买广西柳州钢铁集团有限公司持有的广西钢铁集团有限公司的部分少数股权，并募集配套资金。本次交易不会导致公司控股股东、实际控制人变更，构成关联交易，预计不构成重大资产重组。因筹划阶段存在不确定性，公司A股股票自2026年4月23日开市起停牌，预计停牌时间不超过10个交易日。

美股光通信股盘前续涨，POET再涨超10%，AAOI、ALAB、CRDO涨超3%。

港股收盘，恒生指数跌1.22%，恒生科技指数跌1.93%。恒指港股通ETF银华（159318）跌0.95%，港股通科技ETF鹏华（159751）跌0.93%。板块方面，通信设备、综合电信业务板块涨幅靠前；保险、航空货运与物流板块跌幅靠前。个股方面，博泰车联涨27.86%，极视角涨25.15%，华沿机器人涨24.19%，剑桥科技涨21.08%，长飞光纤光缆涨17.16%；德昌电机控股跌17.06%，轻松健康跌16.6%，果下科技跌16.11%，长光辰芯跌14.36%，范式智能跌13.61%。

4月22日午后临近尾盘， 工业富联 股价大幅走高，盘中一度触及涨停，最高报67.55元/股。截至当日收盘，工业富联报66.89元/股，涨8.92%，成交额204亿元，总市值达1.33万亿元。 工业富联也是22日A股“万亿市值俱乐部”中唯一上涨的个股。 根据安排，工业富联将于下周披露2026年一季报。公司在近日举行的年报业绩说明会上表示，在AI相关业务的带动下，2026年一季度公司经营状况预计实现同比改善。其中，AI服务器与交换机业务有望进一步增强公司整体业绩韧性。此外，在交换机业务板块，当前CPO全光交换机样机已经开始生产。800G以上交换机也在持续放量。 另据公开信息，在高盛最新发布的报告中，工业富联目标价被上调至93.9元。 高盛还表示，工业富联是AI服务器机架升级浪潮中的全球绝对龙头，未来无论是市场份额还是盈利表现，都有望继续超出市场预期。 高盛还进一步上调了对公司未来几年的盈利预测。其预计，工业富联2026年净利润为606亿元，较此前判断基本不变；2027年净利润预测则由770亿元上调至863亿元，2028年更由867亿元大幅上调至1156亿元，上调幅度分别达到12%和33%。 此前，工业富联披露2025年年报。2025年，受益于全球AI算力需求的加速爆发，公司多项核心经营指标创下上市以来新高。2025年，公司营收达9028.87亿元，同比增长48.22%；归母净利润352.86亿元，同比增长51.99%，利润增速高于营收增速。 数据显示，今年4月以来，工业富联股价累计涨幅近30%。 作者：黎灵希 责任编辑：宋雅芳

我们最近在调研酒水闪购仓时，发现了一个非常分裂的现象 ： 一边是平台的狂欢，一边是商家的沉默。 歪马送酒门店突破2400家；酒小二挺进西安市场；酒仙集团推出万店连锁战略……行业消息此起彼伏，一派火热。 另一边，很多新入场的商家抱怨，有订单却没利润。 要么是被同行卷进9.9元特价酒泥潭，要么正品干不过假货。每天忙着备货接单，月底一算账，赚的钱连供应链成本都盖不住。 为什么会出现这种繁荣下的困境？ 因为很多人盲目跟风，以为能分一杯羹，结果被低价卷死；二是被窜货乱价搞乱了节奏。 今天，我们就把酒水即时零售里，商家与品牌的破局方法讲透，帮你跳出内卷、守住利润。 01 热闹的表象与冰冷的账本 竞争，早已变天。 2024年到2025年，正处于几大平台的白热化竞争阶段，为了抢流量，疯狂补贴。以五粮液为代表的一批硬通货，价格一度低于渠道调货价。 商家只能跟风降价，亏本赚吆喝，不然就没订单。 品牌商的控价体系，与平台商的低价策略，形成了剧烈冲突，商家夹在中间，两头受气。要么违规低价卖，被品牌方处罚；要么坚守价盘，一个订单都没有。 补贴的本质，是平台在抢流量；但最终买单，收拾烂摊子的，却是终端商家。 补贴大战退潮后，平台才发现，光靠烧钱是烧不出忠诚度。 圈地扩张 + 自营产品 + 履约服务， 酒水即时零售竞争，正式进入三维时代！ 圈地战 ：歪马送酒门店突破2400家；谁离用户越近，谁就有话语权。 差异化 ：平台发力自营产品，比如歪马送酒与华润雪花联合定制的雪花全麦白啤，专为即时零售打造的独家定制款，500ml听装，避开 330ml/600ml等流通标品规格，从源头杜绝比价。 上市3个月，终端销量破百万听，单店日均销售30+听，商家毛利能做到18-22%。 酒小二与国台酒业，针对25-35岁年轻群体，定制的42度中度酱酒，东方青酝。口感更柔和，降低年轻用户饮用门槛。 上市4个月成为酒小二平台，习酒、国台等酱香型白酒销售TOP5，商家毛利稳定在25%左右。 服务战 ：拼售后，拼配送时效。“假一赔五”、“无理由退换”成标配。 平台打得热闹，商家过得怎么样？ 有单无利 ，根源有三 ： 一是价格战把商品毛利打到了 10% 左右；二是平台佣金、配送费等多重叠加；三是品牌价格强管控，商家拿货价居高不下。 大多数商家在选品上，严重跟风。 市面上的白牌、流通名酒缺乏专属优势；部分加盟模式，变相收割，商家...

When it comes to the history of oil and energy, nobody is more famous or well respected than Daniel Yergin. He is the Vice Chairman of S&P Global, and the Pulitzer Prize winning author of both The Prize: The Epic Quest for Oil, Money, and Power and The New Map: Energy, Climate, and the Clash of Nations. So we had to get his insights on the war in Iran, and its historical significance. Iran's ability to control the Straight against a much stronger military is a demonstration that the balance of global power is changing, with profound ramifications for countries around the world. We discuss how different regions are being affected, and how it will change their calculus when it comes to energy security. We also talk about the AI industry's seemingly insatiable demand for electricity, and how this is rippling across the entire energy landscape. (Source: Bloomberg)

格隆汇4月22日｜美股存储芯片概念股盘前普涨，其中，希捷科技涨超3%，西部数据涨超2%，美光科技、闪迪、Rambus涨超1%。

A property developer is suing a former tenant for around £4.5 million ($6.1 million), arguing she reneged on the purchase of a seven-bedroom mansion just off one of London’s most sought after streets. Jun Zhang entered an agreement to purchase the north London home, previously rented out to England football captain Harry Kane , in December 2023 for £16.9 million, but failed to complete by the April 2024 deadline, according to High Court filings prepared for a trial this week in London. The failure to pay led developer Regal B A Ltd. to sell the house for a lower price five months later, leaving the firm on the hook for mortgage and transaction costs. Lawyers for Zhang argued that the fact High Trees, 16 White Lodge Close was sold at great haste for an undervalue was effectively Regal’s own fault. The house — which has a cinema room, indoor swimming pool , gym and treatment room — was sold for around £10.2 million on September 2024 to a newly formed company owned by a since-bankrupted businessman “Such a freefall drop in value is extraordinary,” Martin Dray, Zhang’s lawyer, said in written legal arguments. “She contends that the marketing was inadequate and the resale of the property to the newco was at a material undervalue.” The Bishops Avenue White Lodge Close sits just off The Bishops Avenue, a road so famous for its monied denizens it’s commonly referred to as “Billionaire’s Row.” Such properties are eye-wateringly expensive and can attract only a small number of affluent buyers, meaning they can take a long time to sell. Zhang’s lawyers argue that insufficient time and care was given to trying to sell the property. The Bishops Avenue has counted a coterie of business leaders and celebrities as residents. It also become emblematic of the slew of questionable capital that’s been attracted to the top end of London’s property market in recent decades, from Iran’s Supreme Leader to the former President of Kazakhstan . Recent sales on the road include a large house f...

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