
一 | Diljit Dosanjh and Imtiaz Ali’s Amar Singh Chamkila had a strong presence at this year’s International Emmy Awards, but the film unfortunately went home without a win. The ceremony took place on Monday night in New York City, where stars and creators from around the world gathered to celebrate the best in global television. The Netflix India project was nominated in two major categories. The film was in the running for Best TV Movie/Mini-Series, competing with strong contenders including Germany’s Herrhausen: The Banker and the Bomb, the UK’s Lost Boys and Fairies, and Chile’s Vencer o Morir (Victory or Death). The award was ultimately won by the British production Lost Boys and Fairies. Diljit Dosanjh, who played the title role of Punjabi icon Amar Singh Chamkila, was also nominated for Best Performance by an Actor. He competed against David Mitchell (Ludwig), Diego Vasquez (One Hundred Years of Solitude), and Spanish actor Oriol Pla for Yo, adicto (I, Addict). Pla won the award, leaving Diljit just short of an International Emmy win on his first nomination. Despite the loss, the film remained a proud moment for the Indian team. Diljit, director Imtiaz Ali, Netflix India Vice President of Content Monika Shergill, and Director of Original Films Ruchikaa Kapoor Sheikh represented the project at the event and cheered on the global winners. For many fans and industry watchers, the nomination itself was seen as a big milestone for Indian storytelling at the international level. Along with Chamkila, the ceremony celebrated winners in categories ranging from documentaries and drama series to children’s programming and comedy. Here is the full winners list from the award show: Best Art Programming Art Matters with Melvyn Bragg (UK) DJ Mehdi: Made in France (France) Herchcovitch; Exposto [Herchcovitch; Exposed] (Brazil) Ryuichi Sakamoto: Last Days (Japan) - WINNER Best Performance by an Actor Diljit Dosanjh in Amar Singh Chamkila (India) David Mitchell in Ludwig (UK) Oriol Pla in Yo, adicto [I, Addict] (Spain) - WINNER Diego Vasquez in One Hundred Years of Solitude (Colombia) Best Performance by an Actress Charlotte Hope in Catch Me A Killer (South Africa) Anna Maxwell Martin in Until I Kill You (UK) - WINNER Carolina Miranda in Mujeres Asesinas – Season 2 [Killer Woman] (Mexico) Maria Sid in Smärtpunkten [Pressure Point] (Sweden) Best Comedy Chicken Nugget (South Korea) Iris (France) Ludwig (UK) - WINNER Y Llegaron de Noche [They Came at Night] (Mexico) Current Affairs Dispatches Kill Zone: Inside Gaza (UK) - WINNER Phillippines: Diving for Gold (France) Desaparecidos Forcados [Enforced Disappearances] (Brazil) Walk The Line (Singapore) Documentary Hell Jumper (UK) - WINNER King of Kings: Chasing Edward Jones (France) O Prazer e Meu [It’s My Pleasure] (Brazil) School Ties (South Africa) Best Drama Series Las Azules (Mexico) Bad Boy (Israel) Koek [Cake] (South Africa) Rivals (UK) - WINNER Kids Animation Bluey (Australia) - WINNER Lamput Season 4 (Singapore) Lupi e Baduki (Brazil) Muumilaakso Season 4 (Finland) Kids: Factual & Entertainment Auf Fritzis Spuren - Wie war das so in der DDR? (Germany) - WINNER Bora, O Podio e Nosso (Brazil) Kids Like Us (UK) Playroom Live (South Africa) Kids: Live-Action Fallen (UK) - WINNER Luz: The Light of the Heart (Brazil) Prefects (Kenya) Shut Up (Norway) News Fantastico: El Salvador: Safety’s Somber Side (Brazil) The Gangs of Haiti (UK) Gaza, Search for Life (Qatar) - WINNER Syria - The Truth Coming Out (Sweden) Non-Scripted Entertainment Big Brother: Canada Season 12 (Canada) Love is Bling: Habibi (UAE) The Masked Singer Season 6 (Mexico) Shaolin Heroes: Denmark (Denmark) - WINNER Best Short-Form Series Beyond Dancing (Hong Kong SAR, China) La Mediatrice (Canada) - WINNER My Dead Mom (Canada) Todo se Transforma Season 4 (Argentina) Sports Documentary Argentina ’78 (Argentina) Chasing the Sun 2 (South Africa) It’s All Over: The Kiss That Changed Spanish Football (Spain) - WINNER Sven (UK) Best Telenovela Deha (Türkiye) - WINNER Mania de Voce (Brazil) Regreso a las Sabinas (Spain) Valle Salvaje (Spain) Best TV Movie/Mini-Series Amar Singh Chamkila (India) Herrhausen: The Banker and the Bomb (Germany) Lost Boys and Fairies (UK) - WINNER Vencer o Morir (Chile) Also Read: International Emmy Awards 2024 Winners: Full List Out。 北京8月23日电(记者 谢艺观)涨停的股票很多,但13个交易日斩获12个涨停板的并不多,爱丽家居算一个。

二 | 这家主营PVC弹性地板的企业,股价从7月21日启动,一路狂奔至18日的30元/股,累计涨幅超两倍,总市值一度膨胀至72.68亿元。 而就在一个多月前,爱丽家居预告,预计2026年上半年实现归属于母公司所有者的净利润亏损3450万元至4050万元。 业绩亏损却上演资本狂欢,爱丽家居凭什么受追捧? 一则公告点燃资本热情 这一切始于7月20日晚间的一则公告。 彼时,爱丽家居宣布,拟筹划以自有和自筹现金方式收购不低于武汉欧康诺电子科技股份有限公司(以下简称“欧康诺”)股权总数的77.08%的股权,欧康诺100%股权的整体估值不超过人民币6.5亿元。收购完成后,欧康诺将成为爱丽家居控股子公司。 一个是做PVC弹性地板的传统制造企业,一个是做存储芯片测试设备的高科技公司,本是风马牛不相及的两家企业,却因一纸意向协议站上AI存储风口,并迅速点燃起资本市场的热情。

三 | 7月21日,爱丽家居一字涨停。此后股价如脱缰野马,连续拉出涨停板。8月3日,爱丽家居首次因股票交易异常波动停牌核查,但复牌后继续涨停;8月11日,爱丽家居再度停牌,不过8月18日复牌后继续涨停。 直到8月18日晚间,上交所通报,部分投资者在交易爱丽家居过程中存在影响股票交易正常秩序的异常交易行为,已依规对相关投资者采取暂停账户交易等自律监管措施。

四 | 这场狂欢才告一段落。 但若将视线转向业绩层面,爱丽家居近年来的日子并不好过。 2022年,公司一度陷入亏损境地,此后有所好转。

五 | 到了2025年,公司实现营业收入11.27亿元,同比下降13.93%;归属于母公司所有者的净利润仅1717.77万元,同比暴跌87.55%。 2026年一季度,情况进一步恶化,爱丽家居归属于母公司所有者的净利润亏损1482.77万元,同比下降166.88%;公司经营活动产生的现金流量净额为-4048.25万元。

六 | 7月中旬披露的半年度业绩预告更加不乐观。 虽然爱丽家居称,上半年业绩预亏是受到国际贸易环境持续趋紧及关税政策等影响,但对于这家地板商而言,寻找第二条增长曲线,已成为关乎生存的必答题。 一场精心策划的跨界豪赌 跨界方向那么多,为什么爱丽家居偏偏挑中了半导体?这源于AI革命下,大模型训练和推理对存储芯片需求的爆发式增长。 公开资料显示,欧康诺成立于2005年,是国内配套做HDD机械硬盘可靠性测试并实现量产的企业,为存储器原厂、头部互联网企业、整机厂、品牌厂等国内外客户提供自主研发的一站式存储器测试系统和产品测试服务。 从交易细节来看,此次收购设计颇为精巧。

七 | 爱丽家居以现金方式收购欧康诺不低于77.08%的股权。与此同时,爱丽家居控股股东张家港博华企业管理有限公司向欧康诺实控人赵铭及其一致行动人协议转让爱丽家居20%股份。 一买一卖之间,欧康诺的团队不仅拿到了现金,还成了上市公司重要股东,爱丽家居则顺利跨界科技。不过,围绕这场交易,还有很多疑点,并受到上交所关注。 上交所发布的监管工作函显示,欧康诺2025年全年净利润仅610.68万元,但到了2026年上半年,净利润飙升至3719.67万元,半年时间挣了去年净利润的约6倍。虽然回复中提到,是因研发费用摊薄、BIST测试设备出货较多等,但也因这次业绩爆发,标的估值跃升至本次交易的不超过6.5亿元。

八 | 另外,据爱丽家居披露,在尽职调查过程中,公司关注到欧康诺及其实际控制人赵铭,与欧康诺前研发负责人王骁之间,就登记在赵铭名下的欧康诺155万股股份(约占欧康诺目前总股本的7.72%)存在纠纷。

九 | 虽然爱丽家居声称,相关争议不存在可能导致交易终止的重大不利影响,但也横生波澜。

十 | 在风险控制上,爱丽家居虽设置了四年累计不低于2.3亿元的业绩承诺、现金补偿及减值补偿安排。但欧康诺上半年单一客户收入占比高达84.08%,若客户需求发生变化,或者存储行业景气度出现逆转,公司利润波动将非常剧烈。 小流通盘、大跨界、强反差三者叠加,造就了爱丽家居13天12板的“妖股”神话。但当概念光环褪去,一家上半年或亏损四千万的地板企业,能否靠一纸协议蜕变成科技公司,资本市场可以迅速完成对一家公司的价值重估,但企业经营却不可能一天完成。
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