好利科技：每10股派发现金红利0.28元（含税），股权登记日为2025-12-01，除息除权日为2025-12- 02，数据来源《好利科技：2025年前三季度权益分派实施公告》；申万一级行业为电子，非红利低波 （H30269.CSI）成分股，非红利质量（931468.CSI）成分股。 鱼跃医疗：每10股派2.000000元人民币现金（含税），股权登记日为2025-12-01，除息除权日为2025- 12-02，数据来源《鱼跃医疗：2025年前三季度权益分派实施公告》；申万一级行业为医药生物，非红 利低波（H30269.CSI）成分股，非红利质量（931468.CSI）成分股。 （文章来源：每日经济新闻） 开特股份：每10股派1.70元人民币现金（含税），股权登记日为2025-12-01，除息除权日为2025-12- 02，数据来源《开特股份：2025年第三季度权益分派实施公告》；申万一级行业为汽车，非红利低波 （H30269.CSI）成分股，非红利质量（931468.CSI）成分股。 海希通讯：每10股派0.50元人民币现金（含税），股权登记日为2025-11-28，除息除权日为2025-12- 01，数据来 ...

Market Overview - The automation equipment sector increased by 0.48% on November 17, with Hai Xi Communication leading the gains [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Top Performers in Automation Equipment Sector - Hai Xi Communication (Code: 920405) closed at 25.50, up 7.64% with a trading volume of 78,900 shares and a transaction value of 194 million [1] - Wei Chuang Electric (Code: 688698) closed at 75.44, up 6.16% with a trading volume of 65,300 shares and a transaction value of 491 million [1] - Kai Di Co., Ltd. (Code: 605288) closed at 95.18, up 6.13% with a trading volume of 30,100 shares and a transaction value of 291 million [1] - Other notable gainers include Hai Ri Ao (Code: 688889) up 5.77% and Lian Ying Laser (Code: 688518) up 4.19% [1] Underperformers in Automation Equipment Sector - Hong Ying Intelligent (Code: 001266) closed at 32.64, down 10.01% with a trading volume of 139,600 shares and a transaction value of 461 million [2] - Mai He Co., Ltd. (Code: 66110E) closed at 23.34, down 7.42% with a trading volume of 87,400 shares and a transaction value of 202 million [2] - Rui Sheng Intelligent (Code: 688215) closed at 72.49, down 5.07% with a trading volume of 15,200 shares and a transaction value of 112 million [2] Capital Flow Analysis - The automation equipment sector experienced a net outflow of 418 million from institutional investors, while retail investors saw a net inflow of 239 million [2] - Notable stocks with significant capital flow include Hui Chuan Technology (Code: 300124) with a net inflow of 10.9 million from institutional investors [3] - Kai Di Co., Ltd. (Code: 605288) had a net inflow of 29.74 million from institutional investors, while also experiencing outflows from retail investors [3]

Core Viewpoint - Hai Xi Communications is strategically expanding its business direction by increasing investment in its wholly-owned subsidiary, Hai Wanxin Technology Co., Ltd., and introducing strategic investors to enhance its presence in the renewable energy storage sector [1][2]. Group 1: Company Overview - Hai Xi Communications primarily operates in industrial wireless and renewable energy sectors, focusing on the manufacturing and sales of energy storage systems [1]. - The company established Hai Wanxin in July 2023 with a registered capital of 45 million RMB, aimed at supporting its long-term renewable energy strategy [1][2]. Group 2: Investment Details - Hai Wanxin plans to increase its registered capital from 45 million RMB to 160 million RMB, with new investments from strategic partners including Anji Economic Development National Innovation Equity Investment Partnership and Jing Tong Technology [2]. - After the capital increase, Hai Xi Communications will hold a 50.63% stake in Hai Wanxin, while Anji Economic Development will hold 40% and Jing Tong Technology will hold 9.375% [2]. Group 3: Strategic Investors - Anji Economic Development is a local state-owned enterprise that will provide tax incentives and policy support for Hai Wanxin's business expansion [2]. - Jing Tong Technology is a high-tech enterprise specializing in advanced packaging solutions for semiconductors, which will offer technical support for Hai Wanxin's renewable energy initiatives [2][3]. Group 4: Technological Capabilities - Jing Tong Technology is recognized for its expertise in wafer-level fan-out packaging and has developed proprietary technologies that meet various line width requirements [3][4]. - The company has a comprehensive patent portfolio in the Fan-out and Chiplet fields, providing customized packaging solutions for clients in the semiconductor industry [3][4]. Group 5: Future Prospects - The local government has reserved sufficient land for related projects, indicating a supportive environment for Hai Xi Communications' future developments in the renewable energy sector [4].

Core Insights - A new company named Haixi (Zhejiang) Intelligent Equipment Manufacturing Co., Ltd. has been established, focusing on semiconductor-related businesses [1] Group 1: Company Formation - The newly formed company has a registered capital of 10 million yuan [1] - The business scope includes manufacturing and sales of semiconductor device specialized equipment, as well as integrated circuit manufacturing and sales [1] Group 2: Shareholding Structure - The company is jointly held by Haixi Communications and other stakeholders [1]

Core Viewpoint - Recently, Haixi (Zhejiang) Intelligent Equipment Manufacturing Co., Ltd. was established with a registered capital of 10 million yuan, focusing on semiconductor device manufacturing and sales [1] Company Summary - The newly established company has a registered capital of 10 million yuan [1] - Its business scope includes manufacturing and sales of specialized equipment for semiconductor devices, as well as integrated circuit manufacturing and sales [1] - Haixi Communications and other entities hold shares in the company, indicating a collaborative ownership structure [1]

证券代码：831305 证券简称：海希通讯 公告编号：2025-137 上海海希工业通讯股份有限公司 关于开立募集资金现金管理专用结算账户并使用部分暂时闲置募集 资金进行现金管理的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、 授权现金管理情况 上海海希工业通讯股份有限公司（以下简称"公司"）于 2025 年 8 月 22 日 召开第四届董事会第二十次会议、第四届监事会第十四次会议审议通过了《关 于使用闲置募集资金进行现金管理的议案》，公司及子公司在保证募集资金投 资项目实施的资金需求及募集资金使用计划正常进行的前提下，拟使用额度不 超过人民币 6,000 万元的暂时闲置募集资金进行现金管理，向各金融机构购买 安全性高、流动性好的保本型理财产品、定期存款或结构性存款产品，在上述 额度内，资金可以循环滚动使用。拟投资的期限最长不超过 12 个月。以上事 项自公司董事会审议通过之日起 12 个月内有效。公司董事会授权公司董事长 在上述额度范围内行使相关投资决策权并签署相关文件，财务负责人负责 ...

Market Overview - The Shanghai Composite Index is at 3832.05 points, above the six-month moving average, with a slight increase of 0.10% [1] - The total trading volume of A-shares today is 940.447 billion yuan [1] Stocks Performance - A total of 117 A-shares have surpassed the six-month moving average today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Kaiwang Technology (9.08%) - Liwang Co., Ltd. (6.87%) - Shenghui Technology (6.51%) [1] - Other stocks that have just crossed the six-month moving average with smaller deviation rates include: - China Merchants Securities - Renxin New Materials - Jihigh Development [1] Detailed Stock Data - The top three stocks with the highest daily increase and their respective metrics are: - Kaiwang Technology: 9.71% increase, 7.19% turnover rate, latest price 38.42 yuan [1] - Liwang Co., Ltd.: 13.11% increase, 12.32% turnover rate, latest price 30.03 yuan [1] - Shenghui Technology: 9.64% increase, 9.67% turnover rate, latest price 7.51 yuan [1] - Additional stocks with notable performance include: - Yuejian Intelligent: 5.39% increase, 1.95% turnover rate, latest price 16.03 yuan [1] - Haixing Electric: 4.15% increase, 1.24% turnover rate, latest price 28.13 yuan [1] Additional Stocks with Minor Deviations - Stocks with minor deviations include: - Lingge Technology: 2.11% deviation [2] - Lixin Energy: 1.98% deviation [2] - Fengshan Group: 1.95% deviation [2]

Policy and Market Trends - The Ministry of Industry and Information Technology and eight other departments issued a plan aiming for approximately 32.3 million vehicle sales in 2025, a year-on-year growth of about 3%[7] - The plan emphasizes the core position of intelligent development and promotes the industrial application of intelligent network technology, including the approval of L3 level vehicles for conditional autonomous driving[13] Industry Analysis - The market for automotive-grade SoC (System on Chip) in China is projected to reach 38.1 billion yuan in 2024, representing a year-on-year growth of 42.7%[26] - SoC chips have become the mainstream intelligent driving chips due to their enhanced computing power and data transmission efficiency, addressing the challenges faced by traditional MCU chips[21] Stock Performance - The median price change for technology growth stocks on the Beijing Stock Exchange was -1.84% from September 15 to September 19, 2025, with 43 companies (28%) experiencing an increase[45] - Notable gainers included Kaiter Co. (+33.76%), Anhui Phoenix (+19.99%), and Tianhong Lithium (+19.11%) during the same period[45] Valuation Metrics - The median TTM (Trailing Twelve Months) P/E ratio for the automotive industry increased by 2.96% to 38.2X, while the electronic equipment industry saw a decrease from 63.1X to 60.7X[45] - The median market capitalization for the automotive industry rose from 22.1 billion yuan to 22.6 billion yuan[45] Company Developments - Kaiter Co. specializes in automotive sensors and has a market capitalization of 7.728 billion yuan with a TTM P/E ratio of 47.65[44] - Aweit intends to establish a wholly-owned subsidiary in Anhui Province with a registered capital of 30 million yuan[39]

证券代码：831305 证券简称：海希通讯 公告编号：2025-136 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 上海海希工业通讯股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 一、 投资者关系活动类别 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 9 月 19 日 活动地点：全景网"投资者关系互动平台"（https://ir.p5w.net） 参会单位及人员：通过网络方式参加公司 2025 年半年度报告业绩说明会的 投资者。 上市公司接待人员：公司董事长：王小刚先生；公司董事、总经理、董事会 秘书：李春友先生；公司财务总监：闵书晗先生。 三、 投资者关系活动主要内容 问题 1：请问公司 2025 上半年利润变动以及费用情况分析？ 回答：尊敬的投资者，您好！根据公司 2025 年半年度报告，上半年实现 营业收入 3.02 亿元，同比增长 9.03%；归母净利润 4146.35 万元，同比增长 18.11% ...

Group 1 - The company is accelerating its development in the new energy sector, particularly in solid-state batteries and energy storage business [1] - A significant agreement was signed for the procurement of a 200MWh solid-state battery production line, expected to start installation in Q4 2025 [1] - In the first half of 2025, the company achieved a revenue of 302 million yuan, a year-on-year increase of 9.03%, and a net profit of 41.46 million yuan, up 18.11%, driven by the expansion of its energy storage business [1] Group 2 - The company is developing a new energy storage system and related products in the Shandong Heze project, with production expected to reach capacity between 2025 and 2026 [1] - The Zhejiang Huzhou Anji project focuses on a 4GW new power system equipment production, with a 2GWh energy storage system integration line already in operation since April 2025 [2] - The company has made breakthroughs in immersion liquid cooling PACK technology, enhancing cooling efficiency and product safety features [2] Group 3 - The company aims to develop a dual-main business strategy, focusing on both industrial wireless control equipment and new energy business, while extending its reach along the industry chain [2] - The company plans to integrate energy storage solutions, photovoltaic storage components, and EPC engineering construction to become a comprehensive new energy solution provider [2]