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  4月24日晚间,惠伦晶体(300460)发布公告,因涉嫌信息披露违法违规,中国证监会决定对公司及实控人赵积清立案。

  惠伦晶体表示,目前生产经营活动正常,经营状况平稳有序,本次立案不会对公司生产、经营和管理造成不利影响。公司将积极配合中国证监会的相关工作,并严格按规定履行信息披露义务。

  关于本次被立案调查的具体事由,惠伦晶体并未在公告中披露。

  证券时报·e公司记者关注到,惠伦晶体实控人赵积清在近期密集辞去公司重要职务。具体来说:2024年12月,赵积清因工作调整,辞去公司总经理职务,继续担任公司董事长;2025年3月,赵积清再度因个人原因请辞董事长职务。

  除职务上的淡出外,赵积清近年来在持股方面也萌生退意,曾两度筹划转让公司控制权。

  回溯2023年4月,赵积清首次宣布筹划控制权转让,初步方案包括股份转让、签署一致行动协议、表决权委托及上市公司向特定对象发行股票等,交易对方为某国有企业,所属行业为制造业。

  然而,前述事项在2023年5月3日便宣告终止。惠伦晶体表示,控股股东新疆惠伦及实控人赵积清与交易对方就公司未来发展安排未达成一致意见,经相关方协商一致,终止本次交易。

  2023年11月30日,赵积清再度筹划出让控制权。公告显示,新疆惠伦与自然人黄天歌签署股份转让意向协议,拟将其持有的上市公司10%股份转让给后者及其一致行动人,若交易完成,公司实控人将发生变更。

  2024年8月2日,受资本市场环境变化影响,新疆惠伦与黄天歌签署了《终止协议》,前述控制权转让事项再度搁浅。

  多番筹划出让控制权未果后,赵积清转而减持名下部分股份。

  2024年8月23日,公司发布公告,新疆惠伦、赵积清、韩巧云、邢越等多名股东与中证乾元金有缘1号私募基金(以下简称“中证乾元金有缘1号基金”)签署股份转让协议,拟合计向中证乾元金有缘1号基金转让公司5%股份,转让价格为8.42元/股,总交易对价为1.18亿元。

  其中新疆惠伦拟转让比例为3.49%,赵积清拟转让比例为1.31%。前述转让若顺利完成,新疆惠伦及赵积清累计持股比例将下降至14.91%。截至目前,前述股份转让尚未完成过户手续。

  赵积清表示,前述股份转让是出于自身资金需求考虑,同时计划根据上市公司实际需求情况向其提供流动资金支持,提高公司的经营稳定性与抗风险能力。

  业务方面,惠伦晶体主要从事石英晶体元器件的研发、生产和销售,2022、2023年已连续两年亏损。根据业绩预告,公司预计2024年仍将处于亏损状态,净利润为-1.5亿元至-2.5亿元,扣非后净利润为-1.55亿元至-2.55亿元。

  对于亏损原因,惠伦晶体表示主要是由于消费类电子等下游行业景气度恢复不及预期,市场竞争激烈,产品销售价格持续低迷。

  关税阴云笼罩美股财报季。

  今晚,多只知名美股因业绩爆雷遭遇猛烈抛售,IBM一度大跌超8%,公司最新披露财报未能打消投资者对关税和美国联邦政府削减支出可能影响公司业务的担忧;宝洁一度跌超5%,在关税政策愈发不明朗的背景下,公司大幅下调全年销售和利润预期;诺基亚一度大跌超10%,公司预计美国关税将对第二季利润造成2000万欧元至3000万欧元的短期影响。

  财报季爆雷暂未影响美股整体市场,美股三大指数盘初集体拉升,纳指、标普500指数涨超1%,美股大型科技股多数走强。华尔街人士分析称,特朗普政府释放的关税缓和信号是美股反弹的主要原因。

  另外,美联储官员的最新讲话也备受市场关注。美联储理事沃勒表示,如果就业市场严重下滑,可能会造成美联储更多次数、更加迅速地降息。美国克利夫兰联邦储备银行行长贝丝·哈马克表示,如果有明确的经济方向证据,美联储可能最早在6月采取行动。

  美股财报的雷

  今晚,美股开盘后,多家披露财报的上市公司股价大跌,具体来看:

  诺基亚一度大跌超10%,财报显示,2025年第一季度净销售额为43.9亿欧元,按固定汇率计算较上年同期下降3%,低于分析师预期的44.1亿欧元;调整后营业利润为1.56亿欧元,同比大跌74%,大幅低于市场预期的2.796亿欧元;调整后每股收益0.03欧元,低于预估的0.04欧元。

  诺基亚预计美国关税将对第二季利润造成2000万至3000万欧元的短期影响,预计全年调整后营业利润为19亿至24亿欧元。

  IBM一度大跌超8%,公司周三盘后公布的财报显示,第一季度营收为145亿美元,同比增长1%,超出市场预期;调整后每股收益为1.60美元,高于分析师预期的1.42美元。分析指出,这份财报未能打消投资者对关税和美国联邦政府削减支出可能影响公司业务的担忧。

  宝洁一度跌超5%,最新公布的财报显示,2025财年第三季度的销售额为198亿美元,同比下降2.0%,不及市场预期;经调整后每股收益为1.54美元,略高于分析师普遍预计的1.53美元。在关税政策愈发不明朗的背景下,宝洁公司大幅下调全年销售和利润预期,预计全年有机销售额同比增长约2%。这一增幅低于该公司1月份的预测,当时该公司预计销售额将增长3%至5%。

  宝洁CEO乔恩·莫勒在声明中表示:“在充满挑战且动荡的消费市场和地缘政治环境下,本季度我们实现了温和的有机销售额和每股收益增长。我们正在对近期前景进行适当调整,以反映潜在的市场状况。”

  康卡斯特盘初一度大跌超8%,财报显示,第一季度营收同比下降0.6%至298.9亿美元,分析师预期为297.7亿美元;调整后每股摊薄收益为1.09美元,高于分析师预期的0.99美元。期内康卡斯特流失了19.9万名宽带客户,截至季度末,订阅用户数为3160万。此外,康卡斯特流失了42.75万名视频订阅用户,因为其观众继续放弃有线电视。

  关税的变数

  北京时间4月24日晚间,美股开盘后,三大指数全线走高,截至发稿,道指涨0.52%,纳指涨1.66%,标普500指数涨1.15%。

  美股大型科技股多数走强,博通大涨超4%,微软、英伟达、特斯拉、台积电ADR涨超2%,谷歌、亚马逊、Meta涨超1%。

  华尔街人士分析称,特朗普政府释放的关税缓和信号是美股反弹的主要原因。据福克斯商业频道,有消息人士称,白宫内部的人士正在提醒华尔街高管,他们正在接近与印度达成原则性贸易协议。

  PallasCapitalAdvisors首席投资官GauravMallik表示,尽管听到政府在关税问题上的语气趋于温和令人鼓舞,但当前股市仍处于震荡区间,因为市场的最终目标是要么取消关税,要么达成实质性贸易协议。

  4月24日晚间,据央视网报道,美方高级官员透露,特朗普政府正考虑多种对华关税方案。

  第一种方案,对中国商品征收的关税税率可能降至大约50%~65%。

  第二种方案则被称为“分级方案”,美方将把进口自中国的商品分为所谓“对美国国家安全不构成威胁”和所谓“对美国国家利益具有战略意义”的商品。

  美媒称,在“分级方案”里,美方将对前一类商品征收35%的关税,对第二类商品的关税税率至少为100%。白宫新闻秘书莱维特称,特朗普在对华关税问题上的立场“没有软化”。

  美联储官员密集发声

  美东时间4月24日,美联储理事沃勒表示,如果美国总统特朗普坚持重大的关税政策,美国企业加大裁员力度也不会让他感到惊讶。

  沃勒警告称,如果裁员,价格可能会上涨。7月1日之前不可能看到关税造成的重大影响,将在下半年对关税的影响有更好地认识,强烈认为关税将带来一次性的价格效应。

  沃勒表示,如果就业市场严重下滑,可能会造成美联储更多次数、更加迅速地降息。

  沃勒指出,央行的独立性对美国经济至关重要。美联储主席有权发表任何关于美联储的言论;尝试忽视政治问题,专注于美联储的使命。总统可以畅所欲言。

  同一天,美国克利夫兰联邦储备银行行长贝丝·哈马克(BethHammack)呼吁在高度不确定性的情况下对货币政策保持耐心,如果有明确的经济方向证据,美联储可能最早在6月采取行动。

  哈马克在接受采访时表示:“我们将密切关注数据,每次开会时,我都会以开放的心态考虑,现在到底是应该继续保持耐心,还是应该采取行动。如果我们在6月之前有明确和令人信服的数据,如果我们知道在那个时间点采取哪种行动是正确的,那么我认为委员会将采取行动。”

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