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一 |     　　PCB龙头东山精密（002384）8月21日公告，公司拟对子公司索尔思光电及其子公司、维信泰国、盐城东山在常州、泰国、盐城等地实施的光芯片及光模块扩建项目新增投资额5亿美元，项目总投资额由12亿美元调增至17亿美元。    "It was clear to me when I was sitting in that chair as a member of the Senate Judiciary Committee, that they were ... very likely to do what they just did. That was my perspective. That was my opinion. And that's why I voted like I did," Harris told CNN in her first interview since the Supreme Court overruled Roe v. Wade, opening the door to abortion bans at the state level.,Harris voted against confirming Kavanaugh and Gorsuch.,Her comments come after Republican Senator Susan Collins of Maine stated that she felt misled by Kavanaugh, who she claims assured her that he would not vote to overturn Roe v. Wade.,Biden Says SCOTUS Roe v Wade Ruling 'Took Away' Americans' Constitutional Right24 June, 16:42 GMT,Harris also talked about how her elderly mother-in-law will have experienced the freedoms provided by Roe v. Wade for a larger portion of her life than Harris’ daughters will if abortion rights are not restored.,The vice president also revealed that the administration is looking into ways to help women in states that have outlawed abortion get access to the care they need. She said the federal government may help women with child care and travel expenses when seeking abortions out of their home states.,However, she added that the administration is not considering letting abortion providers offer services on federal land in states that have banned abortion, a solution some Democrats have advocated for.,The vice president was asked about the significance of Justice Clarence Thomas’ controversial concurring opinion, where he said the court should reexamine cases that used similar arguments to Roe, including those dealing with same-sex marriage, contraception, and gay sex.,"I think he just said the quiet part out loud," Harris told CNN. "And I think that is why we all must really understand the significance of what just happened. This is profound. And the way that this decision has come down, has been so driven, I think, by the politics of the issue versus what should be the values that we place on freedom and liberty in our country.",Kamala Harris Mocked as Her Office Posts Clip of VP Shooting Basketball...Cutting Out 5 Misses24 June, 08:22 GMT,Outside of the abortion case, Harris spoke about other issues facing the administration. She called inflation the highest priority for the Biden administration but did not get into specifics on how they plan to bring prices down.,Concerning the January 6 hearings, Harris praised her predecessor, former Vice President Mike Pence, for not succumbing to pressure from Trump. She would not say if she supports criminal charges being brought against the former president.,She was also asked about House Majority Whip Jim Clyburn’s comments that he would support her if Biden declined to run for reelection. Harris said unequivocally that her boss will be running in 2024.,"Joe Biden is running for reelection, and I will be his ticket mate. Full stop."。
　　公告显示，东山精密董事会今年6月审议通过《关于对外投资的议案》，同意子公司索尔思光电及其子公司在常州等地实施光芯片及光模块扩建项目，彼时项目总投资额为12亿美元，资金来源为公司自筹资金，旨在提升索尔思光电整体产能规模，满足行业及下游客户需求。　　综合考虑公司战略规划、项目实施需要以及AI算力行业发展态势，公司董事会8月20日审议通过《关于增加对外投资额度的议案》，同意对前述投资事项进行调整。调整后，光芯片及光模块扩建项目的实施主体仍为索尔思光电（及其子公司）、维信泰国、盐城东山，投资总额17亿美元，资金来源为公司自筹资金。　　东山精密指出，光芯片及光模块是AI算力产业的核心基础元器件，索尔思光电现有产能规模已无法满足行业及下游客户需求，通过本次产能扩建，能够有效填补产能缺口，满足下游客户中长期规模化采购需求，持续优化索尔思光电产品结构，进一步提升公司整体盈利水平和行业地位。　　在可行性方面，东山精密称索尔思光电深耕光芯片、光模块研发制造领域多年，拥有完善的光芯片设计、制造、封装以及光模块组装、性能测试等全链条核心技术与生产工艺，核心团队具备丰富的研发制造经验，可实现产品技术迭代、工艺优化、批量量产的全流程落地。　　公开资料显示，东山精密2025年通过收购索尔思光电切入光通信领域，成为国内少数、全球为数不多实现高端EML光芯片规模化量产的企业。　　东山精密主要从事电子电路、光模块（含光芯片）、精密组件、光电显示模组的全球设计、生产和销售，产品广泛应用于消费电子、汽车、数据中心、通信设备、工业控制设备等领域。　　2026年上半年，东山精密实现营业收入277.98亿元，同比增长63.95%；归母净利润29.57亿元，同比增长290.09%。报告期内，除索尔思和GMD合并因素外，光模块业务新客户、新产品持续导入，营收大幅增长。（文章来源：证券时报·e公司）。

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