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真探ZT
·
04-16
当世界被AI“生成”,我们为何仍对体育保持热爱
作者|何文 AI来了,整个内容行业都笼罩着一股浓烈的危机感。 短剧被“降维打击”,制作成本从万元/集断崖式下跌至百元,生产周期从“月计”变为“日产”;音乐被“算法吞噬”,仅Suno一家,日均生成歌曲已达700万首,摩根士丹利今年的调研显示,60%的年轻人每周会花3小时聆听AI创作的音乐;甚至连处于金字塔顶端的明星也难逃被“复制”的命运,杨紫、龚俊、檀健次、迪丽热巴、易烊千玺等工作室纷纷发表维权声明,谴责AI换脸对“真实性”的践踏。 当故事可以一键生成,音乐可以无限量产,AI “通胀”,内容产业的“稀缺性”正在瓦解。时代在叩问:这个世界上还有什么是“生成的算法”给不了的?我觉得是体育——AI可以模拟一万种精妙的剧本,却无法模拟梅西在第90分钟那一记甚至连他自己都无法预料的弧线;AI可以生成最动听的合成音,却无法制造数万人现场屏息凝神后喷薄而出的那一声嘶吼。 在这个虚实难辨的时代,体育内容非但没有萎缩,反而成了算法浪潮中最坚固的人类情感“硬通货”。 体育,人类最后的「精神图腾」 在AI制造的“内容泡沫”中,体育正展现出一种近乎奢侈的不可替代性。 就拿今年世界杯来说,根据 FIFA 与咨询机构预测,本届美加墨世界杯的全球观众数将冲至60亿大关。这意味着,全球约四分之三的人类,将在同一段周期内、为同一种律动而心跳。在碎片化信息泛滥的今天,这几乎是人类文明中唯一能触发“全球共振”的内容载体。 而这届世界杯的赞助收入还预计突破28亿至30亿美元,顶级赞助商的投入不仅没有减少,反而向这种“确定性的注意力”倾斜,大家都清楚,他们买下的不仅是广告位,更是这个时代最稀缺的“万众瞩目”。 大到奥运会,小到村超,AI可以模拟“精彩”,但无法制造“真实”。就像咪咕视讯副董事长、总经理李黎在今年中国网络视听大会上所言:“体育承载情绪共振与消费,是时代发展中不变的「精神图腾」。” 咪咕视讯副董事长、总经
当世界被AI“生成”,我们为何仍对体育保持热爱
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深响
·
04-16
当世界被AI“生成”,我们为何仍对体育保持热爱
©️深响原创 · 作者|何文 AI来了,整个内容行业都笼罩着一股浓烈的危机感。 短剧被“降维打击”,制作成本从万元/集断崖式下跌至百元,生产周期从“月计”变为“日产”;音乐被“算法吞噬”,仅Suno一家,日均生成歌曲已达700万首,摩根士丹利今年的调研显示,60%的年轻人每周会花3小时聆听AI创作的音乐;甚至连处于金字塔顶端的明星也难逃被“复制”的命运,杨紫、龚俊、檀健次、迪丽热巴、易烊千玺等工作室纷纷发表维权声明,谴责AI换脸对“真实性”的践踏。 当故事可以一键生成,音乐可以无限量产,AI “通胀”,内容产业的“稀缺性”正在瓦解。时代在叩问:这个世界上还有什么是“生成的算法”给不了的?我觉得是体育——AI可以模拟一万种精妙的剧本,却无法模拟梅西在第90分钟那一记甚至连他自己都无法预料的弧线;AI可以生成最动听的合成音,却无法制造数万人现场屏息凝神后喷薄而出的那一声嘶吼。 在这个虚实难辨的时代,体育内容非但没有萎缩,反而成了算法浪潮中最坚固的人类情感“硬通货”。 体育,人类最后的「精神图腾」 在AI制造的“内容泡沫”中,体育正展现出一种近乎奢侈的不可替代性。 就拿今年世界杯来说,根据 FIFA 与咨询机构预测,本届美加墨世界杯的全球观众数将冲至60亿大关。这意味着,全球约四分之三的人类,将在同一段周期内、为同一种律动而心跳。在碎片化信息泛滥的今天,这几乎是人类文明中唯一能触发“全球共振”的内容载体。 而这届世界杯的赞助收入还预计突破28亿至30亿美元,顶级赞助商的投入不仅没有减少,反而向这种“确定性的注意力”倾斜,大家都清楚,他们买下的不仅是广告位,更是这个时代最稀缺的“万众瞩目”。 大到奥运会,小到村超,AI可以模拟“精彩”,但无法制造“真实”。就像咪咕视讯副董事长、总经理李黎在今年中国网络视听大会上所言:“体育承载情绪共振与消费,是时代发展中不变的「精神图腾」。” 咪咕
当世界被AI“生成”,我们为何仍对体育保持热爱
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Alter聊科技
·
04-15
碳硅共生,重塑云南:解码云南移动2026合作伙伴大会的“AI+”棋局
图片 如果说2024年是百模大战元年,2025年是AI商业化落地的试水期,站在2026年的春天,我们已经跨入一个全新的纪元——AI不再是悬在云端的技术极客专属,实打实化作了千行百业运转的“水电煤”。 半个月前,英伟达CEO黄仁勋抛出了一个前瞻性的论断:未来的薪酬结构中,除了基础工资,可能还会包含“Token”。 半个月后的“云南移动2026生态合作伙伴大会”上,“Token是未来人工智能的燃料”已经成为全体与会者的共识。 在这场以“碳硅共生 合创AI+时代”为主题的大会上,从夯实算力优势的数字信息大通道网络能力,到赋能科研的AI for Science 智算服务,再到让人人都能“养虾”的Agent服务,云南移动交出了一份全景式的答卷。 01 底座跃升:云南移动的AI基础设施进化论 在探讨AI落地的话题前,必须要理清承载AI运转的基础底座。在新质生产力的叙事里,没有强大的网络“血管”,算力的“大脑”就无法供血;没有机制的保障,算力就只是一座昂贵的孤岛。 在“云南移动2026生态合作伙伴大会”上,我们看到了四个核心信息。 一是5G-A与无线网络的泛在感知。 如果说数据是驱动大模型的“石油”,网络就是开采数据的“抽油机”。 云南各市、县级主要道路实现4/5G无缝覆盖,高铁高速全线5G贯通;5G-A能力在核心城区连续覆盖……为海量视频和数据的实时上传提供了极速通道。 二是打破“地理边疆”的“数字枢纽”。 因为地理位置的原因,云南一度被视为信息网络的末端,但云南移动通过万兆光网的布局,彻底改写了“地缘逻辑”。 截止到目前,云南移动国际业务骨干节点成为全球12个国际通信骨干节点之一,配合以缅、越、老、印、尼7条国际陆缆通道,共同畅通面向南亚东南亚信息大通道。 三是从“通道”到“算力引擎”的跨越。 当网络编织出了通达四方的“高速公路网”,跑在路上的海量数据怎么处理?云南移动的答案是从“修
碳硅共生,重塑云南:解码云南移动2026合作伙伴大会的“AI+”棋局
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编组 21备份 2
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BT财经
·
04-13
飞信输了、支付凉了,AI 硬件这局,中国移动能赢吗?
在AI硬件赛道日益内卷的当下,全球科技巨头纷纷押注穿戴式设备,试图抢占下一代人机交互的入口。然而,最先跳出常规思维、引发行业广泛关注的,却是传统的三大运营商之一——中国移动。 近日,中国移动推出了AI新品“灵犀屏”。这款产品将智能电视、智能音箱、学习平板、办公电脑、可视电话的功能融为一体,通过“去中介”的高效交互体验,直指当前家庭智能设备的痛点:电视开机率逐年走低,沦为客厅的昂贵摆设;平板电脑难逃“买前生产力,买后盖泡面”的宿命;智能手机虽功能强大,却因屏幕尺寸和私密属性,无法满足家庭共享的场景需求。 灵犀屏的出现,被行业视为目前市场上覆盖面最广、最有望率先普及到普通消费家庭的AI硬件。它不仅是一款产品,更折射出中国移动在AI时代的野心与布局。然而,回顾其过往历程,一个挥之不去的疑问始终萦绕:这一次,中国移动能否打破“起大早,赶晚集”的魔咒? 六边形战士:中国移动 大众对中国移动的认知,长期停留在“传统运营商”的层面。然而,事实上,中国移动早已深耕AI多年,并悄然成长为少数能够打通模型、算力、云服务、软硬件及内容生态的科技企业。 它堪称科技公司中极为罕见的“六边形战士”。在上游,拥有自研的“九天”大模型矩阵和覆盖全国的智算中心网络,智能算力规模已超43EFLOPS,形成了坚实的技术底座; 在中游,凭借海量宽带入户的渠道优势和强大的硬件制造与整合能力,为AI技术的落地提供了物理支撑; 在下游,则依托庞大的应用矩阵,以及与爱奇艺、优酷、腾讯视频等内容平台的深度打通,构建了丰富的服务生态。 这意味着,一项AI技术从研发、训练、部署到最终触达用户,中国移动无需过度依赖外部合作,自身就能承接住每一个关键环节。这种端到端的全栈能力,是绝大多数互联网公司和硬件厂商所不具备的。 挥之不去的魔咒:“起大早,赶晚集”的过往 尽管实力雄厚,但中国移动在科技浪潮中“起大早,赶晚集”的案例,却屡见不
飞信输了、支付凉了,AI 硬件这局,中国移动能赢吗?
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Yonny
·
04-05
全球暴跌的时候,或许可以在这个票"躺平"
最近港股跌得我都麻了,恒指一个月砸了快10%。但翻了翻持仓,中国移动这一个月居然都在窄幅波动 —— Beta 0.21,年化股息率6.58%,果然还是"无聊"的票让人睡得着觉。 【最近发生了什么】 美伊冲突已经打了五周了。2月底美以联军对伊朗动手,霍尔木兹海峡变成火药桶,原油暴涨,全球风险资产被砸了一轮又一轮。 4月1日好不容易喘口气——伊朗总统表态愿意停火,港股当天大涨2%,恒指重回25000点。结果第二天特朗普就发表全国讲话,说2-3周内要对伊朗发动"猛烈打击"——快速停火期望破灭,恒生科技指数当天跌2.21%,一度逼近去年4月形成的"关税底"4296点。 图片 然后就是清明+复活节长假,港股4月3日到7日连休5天。海外市场照常运转,地缘风险悬在头上,大家都在赌开盘后的方向。 但你去看中国移动的走势,画风完全不一样。 截至4月1日收盘,0941.HK报价80.05港元,微涨0.31%。过去30个交易日,股价在76.85到80.55之间来回晃悠,区间波幅只有约5%。恒指同期跌了快10%,中国移动几乎纹丝不动。——这就是Beta 0.21的威力。 图片 【我的看法:谨慎看多】 先说结论:我对中国移动的态度是谨慎看多。这个局面下all in肯定不敢,但当个避风港收收息,我觉得挺香的。 理由有三个: 1️⃣ Beta极低,真正的防守型选手 中国移动的5年月度Beta只有0.21(相对SPY),说白了就是大盘怎么折腾它都懒得动。回头看3月的行情,恒指从27300跌到24700,跌了快10%,而中国移动从80块跌到最低76.85,回撤不到4%。这种"任尔东西南北风"的稳定性,在当前这个环境下太舒服了。 图片 在当前美伊冲突+原油飙涨+长假不确定性的三重压力下,低Beta就是最大的优势。你不需要它涨多少,你只需要它别跌太多。 2️⃣ 6.58%的股息率,而且马上就
全球暴跌的时候,或许可以在这个票"躺平"
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叁陆玖:
最晚几号之前买入可以分红?
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新浪Insights
·
04-10
中国移动Q4宽带客户减少458万背后:花千兆钱用百兆网,半夜频断网
《数读财经》栏目出品 通信行业已步入“存量博弈”的深水区。工信部数据显示,2025年电信业务收入仅增长0.7%,移动数据流量收入降幅扩大至3.1%。传统业务增长动能持续减弱,三大运营商同步承压。 2026年3月26日,中国移动交出2025年度成绩单:营收微增0.9%,归母净利润同比下降0.9%,继2019年后再次出现净利润下滑;第四季度净利润骤降超20%,宽带、移动用户双双净减数百万。这份成绩单,揭开了其转型期“旧困未解、新路待证”的尴尬。 43万条投诉下,用户流失加剧 套餐资费繁杂不透明、不知情订制、不明扣费等问题,一直是电信用户的消费痛点。为保障消费者权益,监管近年来也频频出手。去年4月,工信部启动“明白办、放心用”专项行动,随后中国移动等三大运营商也积极响应,先后发布服务承诺。 不过与此形成鲜明对比的是,在社交和投诉平台上,关于中国移动的投诉声量却在持续走高。黑猫投诉平台上,包含“中国移动”关键词的投诉总量当前已突破43万条,远高于中国联通和电信。 有用户称,升级成中国移动千兆宽带套餐后,发现设备根本没换,没有千兆口,网速还是百兆。相当于花千兆的钱,一直在用百兆网速。此外,还有用户表示,其办理的中国移动宽带一年交了6000多,却出现了“天天大半夜断网”的情况。 (图源:小红书截图) 问题不仅限于宽带。据经济观察报报道,内蒙古用户林先生遭遇了移动“流量安全阀”业务的故障。他订购了每月10.9元的“深夜随心听会员”业务(含8GB夜间流量),并开通了“流量安全阀”服务。根据规则,流量用尽后系统应自动暂停上网功能。2月5日他收到短信称流量已用尽、上网功能被暂停,但查询发现其夜间流量仅使用7.09GB,剩余931MB。3月,安全阀又彻底失效
中国移动Q4宽带客户减少458万背后:花千兆钱用百兆网,半夜频断网
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新浪新消费
·
04-05
《新消费避雷指南》:中国移动、爱玛、老庙黄金的这些坑,你踩过吗?
《避雷研究所》栏目出品 新浪新消费《避雷研究所》栏目立足消费者权益保护,推出《新消费避雷指南》,每周系统梳理12315、黑猫投诉等平台公开信息,聚焦消费领域突出问题,筛选出10个企业的典型问题,为消费者提供避雷参考。助力广大消费者识别陷阱、依法维权,共同营造安全放心的消费环境。 本周筛选出的企业覆盖通信、文娱、商超、餐饮及服饰等多个领域,典型问题涉及虚假营销、退费推诿、质量不达标、售后拒履约等,凸显出部分商家对质量把关与售后响应不足、责任意识淡薄,消费者在交易留证、依法主张与多渠道维权方面仍需保持警惕。 以下为本周期重点投诉企业、产品/服务及具体情况: 1. 中国移动通信集团 被投诉产品或服务:套餐服务 典型问题:利用合同格式条款排除消费者权利 投诉详情:消费者反映,其于数月前办理了中国移动某套餐,现欲更改为8元低价套餐遭拒,且被告知如更改需支付90余元违约金。消费者指出中国移动“改高价套餐易、改低价套餐难”的不合理现象,要求更改套餐并道歉。 2. 永辉超市 被投诉产品或服务:食品 典型问题:食品安全 投诉详情:2026年3月22日,消费者在永辉超市购买黄瓜,当晚食用时发现内部已变质,随后依据《食品安全法》要求赔偿1000元,但商家仅同意退一赔三。消费者质疑其"向胖东来学习"的承诺流于形式。 3. 北京时代峰峻文化艺术发展有限公司 被投诉产品或服务:文化用品 典型问题:虚假发货、未提供售后服务 投诉详情:2025年11月30日,消费者在北京时代峰峻文化艺术发展有限公司周边商城购买“时代少年团”二代官方应援棒,发货后物流显示“运
《新消费避雷指南》:中国移动、爱玛、老庙黄金的这些坑,你踩过吗?
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创业最前线
·
03-27
**、中国移动押宝!长进光子IPO前夕估值降9000万,光纤降价抢市场
出品 | 创业最前线 作者 | 王亚静 编辑 | 蛋总 美编 | 邢静 审核 | 颂文 2025年8月递表后,长进光子将迎来上市IPO的关键一战。 3月20日,上交所披露,武汉长进光子技术股份有限公司(以下简称:长进光子)即将参加2026年第12次上市审核委员会审议会议,这将决定公司是否能继续向上交所科创板迈进。 作为特种光纤厂商,长进光子主要生产多品类特种光纤,核心产品是掺稀土光纤。由掺稀土光纤制成的器件,可广泛应用于先进制造、光通信、国防军工等领域。 然而,还未上市,长进光子的估值就出现了回落。2025年3月,中移基金以27.05元/股的价格入股,当时公司估值为18亿元。3个月后,华工明德转让公司股权,单价降至24.34元/股,对应估值17.10亿元。 在估值回落背后,长进光子极度依赖大客户。2023年至2025年,公司前五大客户每年贡献66%以上的营收。即便如此,公司的营收、利润在这期间增速还是双双放缓。 在这种情况下,长进光子究竟如何向资本市场讲述一个持续增长的故事? 1、业绩增速放缓,降价抢市场? 长进光子成立于2012年7月,业务长期聚焦于光纤领域。 光纤即为光导纤维,其基础功能是传输光信号,仅具备光信号传输功能的光纤被称为常规通信光纤,广泛应用于光通信领域,而特种光纤具有特种材料和结构,从而具备特殊性能和用途。 目前,长进光子主要聚焦特种光纤,产品主要包括掺镱光纤、掺铒光纤、掺铥光纤等掺稀土光纤,以及传能光纤、其他特种光纤及器件等。其中,掺稀土光纤每年贡献80%以上营收,是公司的核心产品。 (图 / 长进光子招股书) 由于特种光纤广泛应用于先进制造、光通信、国防军工、测量传感等领域,因而市场需求广阔。根据头豹研究院报告,国内特种光纤市场规模2028年有望攀升至131亿元,其中掺稀土光纤2023年的市场规模为26亿元,2028年预计增长至47亿元。 (图 / 长
**、中国移动押宝!长进光子IPO前夕估值降9000万,光纤降价抢市场
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阑夕lanxi
·
03-20
AI入口之争,接下来登场的是中国移动?
文 丨 Freeman 当前AI硬件赛道内卷加剧,全球科技巨头纷纷押注穿戴式设备:OpenAI在2026年1月达沃斯论坛上确认自研对标AirPods的AI硬件,邀前苹果设计师操刀;Meta凭借雷朋AI眼镜去年700万部的销量,计划今年翻倍产能以扭转大模型劣势;国内阿里也以千问为核心,布局AI眼镜、耳机等穿戴设备抢占赛道。 巨头扎堆穿戴设备,核心是手机全面AI化阻碍重重,随身便携设备更易成为AI新入口。但同质化竞争愈演愈烈,此时中国移动推出的「灵犀屏」,以家庭场景智能中枢的定位实现破局,跳出了行业内卷,这正是AI硬件赛道的核心逻辑——差异化布局远比跟风扎堆更具竞争力。 图片 大众对中国移动「传统运营商」的固有认知,掩盖了其深耕AI多年的实力,它已成为少数能打通模型、算力、云服务、软硬件及内容生态的企业。这款10英寸灵犀屏以“一屏连万屏”为核心,既是其向AI服务型业务转型的标志,也是技术生态优势的集中兑现,更印证了长期生态沉淀的重要性。 这也印证了一个残酷又现实的道理:AI硬件赛道的竞争,从来不是跟风模仿的同质化博弈,而是差异化布局与长期生态深耕的较量。中国移动的突破告诉我们,AI时代,唯有打破固有认知与路径依赖,跳出同质化内卷,依托自身优势找准定位,才能在激烈竞争中抢占先机、实现破局。 形态破局,为什么是10英寸中屏? 在回答中国移动为什么选择10英寸中屏这个问题之前,不妨先来看看如今家庭智能设备的真实现状:电视的开机率连年走低,逐渐沦为客厅里的昂贵摆设;平板电脑受限于系统生态的封闭性,很多时候逃不开「买前生产力,买后盖泡面」的宿命;至于智能手机,它的属性过于私密,且屏幕尺寸天生就无法承载家庭共享的场景化需求。 不难发现,这些设备虽都冠以「智能」之名,却彼此隔阂、各自为战,形成了难以打破的「屏幕孤岛」——单独使用体验尚可,但始终无法实现真正意义上的家庭场景协同。久而久之,人们
AI入口之争,接下来登场的是中国移动?
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新浪Insights
·
03-13
“每年20元”变“每月20元”,315前夕中国移动陷入消费纠纷风波
《热点Views》栏目出品 近日,中国移动的一则消费纠纷事件引发热议,这家通信巨头被推上了风口浪尖。 据大风新闻报道,2月8日,一位来自宁夏银川的消费者小胡称,其在中国移动App资费专区看到编号“25NX203490”的“多点权益联合会员”套餐,页面标注资费为“20元/年”。然而,当小胡转至订购界面时,却显示为“20元/月”,套餐办理后收到的短信也显示资费“20元/月”。 (图源:大风新闻) 随后,小胡将此情况反映至中国移动,多次投诉后,中国移动提出对其补偿60元。不过,这一方案却遭到了小胡的拒绝。截至目前,中国移动在官方微博和微信账号并未作出正式回应。 从“每年20元”到“每月20元”,一字之差,费用暴涨了12倍。对此,北京大成(西安)律师事务所韩朝泽律师向大风新闻分析称:当消费者基于该宣传(20元/年)完成订购时,双方合同即告成立,资费标准应以公示信息为准。移动公司以订购界面“20元/月”为由收费,属于典型的消费欺诈。 小胡的遭遇并非孤例。在黑猫投诉上,与中国移动相关的投诉超过了42万条,远高于中国联通和中国电信。有消费者表示,“中国移动在我不知情的情况下私自改动我的套餐给我增加业务。”还有用户投诉称,“中国移动引诱老年人消费,不经老年人同意就自动扣费,还不能取消合约。” (图源:黑猫投诉) 事实上,不知情订制、不明扣费等问题,一直都是电信用户的常见痛点。为此,工信部去年还在全国组织开展电信业务“明白办、放心用”行动,并表示“介绍营销内容应全面准确,不得夸大宣传、诱导营销或隐瞒关键信息,保障用户知情权。” 随后,中国移动宣布推出十项服务承诺,其中包括“透明消费,明白办理”等内容。不过,如今看
“每年20元”变“每月20元”,315前夕中国移动陷入消费纠纷风波
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中国移动有限公司是一家主要从事电信及相关业务的投资控股公司。其主要业务包括移动业务、有线宽带业务及物联网(IoT)业务。移动业务包括两个类别服务。话音服务包括本地呼叫、国内外长途、漫游服务以及话音增值服务。数据服务包括短信及彩信服务、无线上网服务以及应用及信息服务,如无线音乐、手机阅读及手机视频等。有线宽带业务包括提供有线宽带上网及相关服务。该公司还提供客户服务,包括话费查询等。该公司主要在中国内地开展业务。
2021-05-07
交易所摘牌声明
25-NSE - Notification filed by national security exchange to report the removal from listing and registration of matured, redeemed or retired securities
25-NSE - Notification filed by national security exchange to report the removal from listing and registration of matured, redeemed or retired securities
2021-04-28
年度报告
20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2020-04-28
年度报告
20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2020-03-20
非美公司披露报告
6-K - Report of foreign issuer [Rules 13a-16 and 15d-16]
6-K - Report of foreign issuer [Rules 13a-16 and 15d-16]
2020-03-10
非美公司披露报告
6-K - Report of foreign issuer [Rules 13a-16 and 15d-16]
6-K - Report of foreign issuer [Rules 13a-16 and 15d-16]
2020-01-24
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Report of foreign issuer [Rules 13a-16 and 15d-16]
2020-01-03
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2019-10-29
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2019-10-22
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2019-10-15
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2019-08-26
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Report of foreign issuer [Rules 13a-16 and 15d-16]
Report of foreign issuer [Rules 13a-16 and 15d-16]
2019-08-12
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Report of foreign issuer [Rules 13a-16 and 15d-16]
Report of foreign issuer [Rules 13a-16 and 15d-16]
2019-08-09
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Report of foreign issuer [Rules 13a-16 and 15d-16]
Report of foreign issuer [Rules 13a-16 and 15d-16]
2019-07-30
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Report of foreign issuer [Rules 13a-16 and 15d-16]
Report of foreign issuer [Rules 13a-16 and 15d-16]
2019-06-06
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Report of foreign issuer [Rules 13a-16 and 15d-16]
Report of foreign issuer [Rules 13a-16 and 15d-16]
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