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植物园的禁闭情欲,一场关于欲望与幻想的冒险

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  来源:中国基金报

  中国基金报记者忆山

  4月24日,惠伦晶体发布公告称,公司及实控人赵积清于近日收到中国证监会下发的立案告知书。因涉嫌信息披露违法违规,根据《中华人民共和国证券法》《中华人民共和国行政处罚法》等法律法规,中国证监会决定对公司及赵积清立案。

  资料显示,赵积清,1952年出生,曾任东莞丰港电子有限公司总经理、东莞惠伦顿堡电子有限公司董事长兼总经理等职务。2011年11月起,赵积清担任惠伦晶体董事长;今年3月5日,因个人原因辞去董事长职务,但仍在公司担任其他职务。赵积清曾在2011年11月至2019年4月、2024年7月至12月期间担任公司总经理。

  截至3月5日,赵积清直接和间接持有惠伦晶体5416.55万股股份,为公司实际控制人。

  惠伦晶体表示,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。目前公司生产经营活动正常,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。

  近年来持续亏损

  惠伦晶体是一家专业从事石英晶体元器件系列产品研发、生产和销售的高新技术企业,主要产品为SMD谐振器、TSX热敏晶体、TCXO振荡器和OSC振荡器。

  业绩方面,近年来公司盈利能力欠佳,2022年、2023年持续亏损,归母净亏损合计近3亿元。

  业绩预告显示,惠伦晶体预计2024年归母净亏损1.5亿元至2.5亿元。对于业绩变动的原因,惠伦晶体称,在主营业务方面,报告期内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。

  截至去年三季度末,惠伦晶体股东总户数为37677户。

  截至4月24日收盘,惠伦晶体每股报10.79元,最新市值为30亿元。

 

  全球最大对冲基金桥水联席首席投资官鲍勃-普林斯、格雷格-詹森和卡伦-卡尼奥尔-坦布尔周三发布报告警告,特朗普政府的“现代重商主义”政策转向可能引发经济衰退,并导致国际资本加速逃离美国市场。

  该机构预警称,美国衰退概率上升,特朗普关税政策引发的经济放缓“极可能恶化为衰退”。

  该机构指出,受到资产抛售潮影响,标普500指数自4月2日“对等关税”政策出台以来已下跌5.2%。

  与此同时,美元霸权松动,美债与美元同步下跌,反映外资正在撤离。

  桥水基金指出贸易战正在反噬美国,所谓“暂缓征收”未能缓解贸易紧张局势,反而导致资本流动逆转——美国资产高度依赖的外资流入出现断流风险,这使得过去十年“美强他弱”的资产配置逻辑面临重构。

  桥水指出当前投资组合正暴露于四大风险之下:经济增长失速、美联储政策工具失效、股票持续表现不佳、美国资产相对全球市场落后。

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