近日多家媒体和分析机构纷纷发文指出，苹果公司即将在2025年9月推出的iPhone 17系列将出现显著涨 价，其中iPhone 17 Pro起售价已突破1000美元，成为关注焦点。(格隆汇) 港股苹果概念股部分走强，其中，比亚迪电子涨超9%，瑞声科技涨超4%，舜宇光学涨超1%，通达集团 涨约1%。 | 代码 | 名称 | 最新价 涨跌幅 ▼ | | | --- | --- | --- | --- | | 00285 | 比亚迪电子 | 38.640 | 9.09% | | 02018 | 瑞声科技 | 43.120 4.15% | | | 02382 | 舜宇光学科技 | 75.450 1.07% | | | 00698 | 通达集团 | 0.113 | 0.89% | 消息上，德国手机供应商的内部消息显示，苹果今年的iPhone17系列发布会似乎定在9月9日(北京时间9 月10日凌晨)。此前，彭博社记者马克・古尔曼曾预测苹果将在9月8日当周发布iPhone17，并指出9月9 日或10日是最有可能的日期。德国运营商的这一消息与古尔曼的预测相符。 ...

消息面上，苹果近日发布2025财年第三财季财报。期内总营收达940.4亿美元，同比增长10%，创下自 2021年12月以来最强劲的季度营收增长；净利润为234.34亿美元，同比增长9%，摊薄每股收益1.57美 元，同比增长12%。值得注意的是，第三季度中，苹果的大中华区营收为153.69亿美元，同比增长4%， 中国市场有所回暖。 此外，美国总统特朗普近日发文称，自8月1日起，美国将对来自印度的商品征收25%的关税，外加一项 未披露额度的罚款。关税政策或直接波及到苹果的印度制造策略。Canalys的数据显示，二季度向美国 发货的2710万台智能手机中，印度组装的手机占了44%，而去年同期这一比例为13%。库克曾表示，预 计最快到2026财年，面向美国市场销售的iPhone生产线全部转移至印度。 苹果概念股尾盘涨幅扩大，截至发稿，比亚迪电子(00285)涨8.03%，报35.52港元；鸿腾精密(06088)涨 5.84%，报2.72港元；瑞声科技(02018)涨2.47%，报41.42港元；舜宇光学(02382)涨1.09%，报74.35港 元。 本文源自：智通财经网 ...

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (74.76%), Gree Power (70.14%), and China Shenhua (67.05%) [1] - The largest increases in holdings over the last five trading days were seen in the following companies: Yingfu Fund (+2.967 billion), Li Auto-W (+2.821 billion), and Hang Seng China Enterprises (+2.531 billion) [1] - The largest decreases in holdings over the last five trading days were recorded for Pop Mart (-807 million), China Mobile (-777 million), and Geely Automobile (-630 million) [2] Group 1: Hong Kong Stock Connect Holding Ratios - China Telecom (00728) holds 10.377 billion shares with a holding ratio of 74.76% [1] - Gree Power (01330) has 284 million shares and a holding ratio of 70.14% [1] - China Shenhua (01088) possesses 2.265 billion shares with a holding ratio of 67.05% [1] Group 2: Recent Increases in Holdings - Yingfu Fund (02800) saw an increase of +2.967 billion with a change of +11.772 million shares [1] - Li Auto-W (02015) increased by +2.821 billion with a change of +2.787 million shares [1] - Hang Seng China Enterprises (02828) rose by +2.531 billion with a change of +2.782 million shares [1] Group 3: Recent Decreases in Holdings - Pop Mart (09992) experienced a decrease of -807 million with a change of -321.66 thousand shares [2] - China Mobile (00941) saw a reduction of -777 million with a change of -908.28 thousand shares [2] - Geely Automobile (00175) decreased by -630 million with a change of -3,480.90 thousand shares [2]

格隆汇8月1日丨舜宇光学科技(02382.HK)公布，拟定于2025年8月19日下午一时三十分假座香港中环皇 后大道中5号衡怡大厦23楼2304-5室之会议室召开董事会会议，旨在：1.审阅及批准公司及其附属公司 截至2025年6月30日止六个月的中期报告草案及中期业绩公告；及2.处理任何其他事务。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表明概不會就本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 舜 宇 光 學 科 技（ 集 團 ）有 限 公 司 （於開曼群島註冊成立的有限公司） （股份代號：2382.HK） 董事會會議通告 茲通告舜宇光學科技（集團）有限公司（「本公司」）擬定於二零二五年八月十九日下 午一時三十分假座香港中環皇后大道中5號衡怡大廈23樓2304-5室之會議室召開 董事（「董事」，各為一名「董事」）會（「董事會」）會議，旨在： 承董事會命 舜宇光學科技（集團）有限公司 主席兼執行董事 葉遼寧 SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 中國，二零二五年八月一日 於本公告日期，董事會成員包括執行董事葉遼寧先生、王文杰先生及倪文軍先 生；非執行董事王文鑒先生及王錟炯先生；以及獨立非執行董事馮華君先生、 陳剛先生及湯蕙儀女士。 1. 審閱及批准本公司及其附屬公司截至二零二五年六月三十日止六個月之中期 報告草案及中期業績公告；及 2. ...

智通财经APP获悉，国泰海通发布研报称，根据映维网、JBD公众号，阿里自研的首款自研智能眼 镜"夸克AI眼镜"在WAIC 2025世界人工智能大会期间正式亮相，预计将在年内正式发布。政策面上， 《上海市下一代显示产业高质量发展行动方案》发布，其中《方案》提出，发展AI+AR、AI+MR等多 形态眼镜产品，鼓励下一代硅基微显示的产品模式与眼镜形态创新，加快推动全彩化、便携式智能眼镜 产品研发。看好大厂AI+AR眼镜密集发布催化及大模型多模态迭代对AI+AR眼镜交互能力的提升。 《上海市下一代显示产业高质量发展行动方案》(2026-2030年)于7月22日印发，《方案》提出，发展 AI+AR、AI+MR等多形态眼镜产品，聚焦轻量化、低功耗、高分辨率、大视场角等关键技术指标，推 动显示器件、波导镜片、核心芯片等关键部件迭代创新，持续提升产品性能，鼓励下一代硅基微显示的 产品模式与眼镜形态创新，加快推动全彩化、便携式智能眼镜产品研发。 全球AI眼镜出货量有望高速增长 Meta与雷朋联名的Rayban-MetaAI眼镜自2023年9月推出销量已突破200万台，25年Meta有望发布带显示 的AR眼镜；Rokid Gla ...

金融界2025年7月30日消息，国家知识产权局信息显示，浙江舜宇光学有限公司取得一项名为"一种摄像 镜头"的专利，授权公告号CN116482832B，申请日期为2023年05月。 天眼查资料显示，浙江舜宇光学有限公司，成立于2001年，位于宁波市，是一家以从事仪器仪表制造业 为主的企业。企业注册资本43000万人民币。通过天眼查大数据分析，浙江舜宇光学有限公司共对外投 资了20家企业，参与招投标项目41次，专利信息3813条，此外企业还拥有行政许可18个。 本文源自：金融界 作者：情报员 ...

Industry Overview - The smart camera industry is experiencing explosive growth driven by the integration of optical imaging technology, artificial intelligence, IoT, and edge computing, transforming traditional cameras into intelligent devices capable of environmental perception and autonomous decision-making [1][17] - As of 2024, the market size of China's smart camera industry is projected to be approximately 112.52 billion yuan, with an expected increase to 128.72 billion yuan by 2025 [1][17] - The industry is characterized by rapid technological iteration and diverse application scenarios, with products evolving towards higher definition and intelligence [1][17] Policy Support - The Chinese government has implemented various policies to support the smart camera industry, including the promotion of smart manufacturing and the encouragement of consumer spending on smart home products [6][7] - Key policies include the "Implementation Opinions on Promoting Future Industry Innovation Development" and the "Notice on Expanding the Implementation of Large-Scale Equipment Updates and Consumer Goods Replacement Policies" [6][7] Market Dynamics - The global smart camera market is expected to see a shipment volume of 137 million units in 2024, reflecting a year-on-year growth of 7.7% [14] - In the first quarter of 2025, China's consumer-grade smart camera market shipped 12.08 million units, marking a 6.2% increase year-on-year [15] Competitive Landscape - Chinese brands dominate the global smart camera market, with four out of the top five brands being Chinese, including Hikvision, Xiaomi, Dahua, and TP-Link [19][21] - Hikvision led the global market with a shipment of 4.203 million units in the first quarter of 2025, achieving a year-on-year growth of 7.9% [19] Industry Trends - The industry is moving towards multi-modal integration, enhancing environmental perception through the combination of various sensory data [27] - Smart cameras are evolving from basic observation to advanced understanding capabilities, driven by deep learning technologies [28] - There is a trend towards customized solutions for specific vertical applications, such as industrial and medical uses, which enhances product value and creates technical barriers [29]

金融界7月29日消息，上证指数低开高走，中证港股通TMT主题指数 (港股通 TMT，931026)报4662.29 点。 据了解，中证港股通TMT主题指数从港股通范围内选取50只TMT主题领域的上市公司证券作为指数样 本，以反映相关行业主题上市公司证券的整体表现。该指数以2014年11月14日为基日，以3000.0点为基 点。 从指数持仓来看，中证港股通TMT主题指数十大权重分别为：腾讯控股（14.6%）、小米集团-W （13.92%）、中国移动（13.46%）、中芯国际（8.79%）、快手-W（7.43%）、长和（4.91%）、联想 集团（3.07%）、中国电信（2.86%）、金蝶国际（2.11%）、舜宇光学科技（2.04%）。 从中证港股通TMT主题指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证港股通TMT主题指数持仓样本的行业来看，通信服务占比55.41%、信息技术占比44.59%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因 ...

Core Viewpoint - The article highlights the importance of internal audit systems in promoting the healthy development of private enterprises in Ningbo, emphasizing the integration of policy support, digital technology, and best practices to enhance governance and risk management [1][2][28]. Group 1: Policy and Government Support - The Ningbo government prioritizes the establishment of internal audit systems as a key component for improving risk management and corporate governance in private enterprises [3][28]. - A combination of policies, including financial incentives and recognition awards, is employed to encourage private enterprises to develop internal audit systems [4][5]. - The number of participating enterprises in internal audit evaluations has increased nearly threefold from 2020 to 2023, indicating a growing recognition of internal audit as a standard for excellence [6]. Group 2: Association's Role - The Ningbo Internal Audit Association plays a crucial role in facilitating the development of internal audit systems by providing professional guidance and fostering resource sharing among enterprises [8][9]. - In 2023, the association provided consulting services to 87 private enterprises, addressing over 200 specific issues related to internal audit system construction [11]. - The association has organized numerous exchange activities, with participation from over a thousand enterprises, promoting a culture of mutual learning [12]. Group 3: Best Practices from Leading Enterprises - Leading private enterprises in Ningbo have developed various effective models for internal audit system construction, serving as benchmarks for others [14][15]. - By the end of 2023, 68% of private enterprises with annual revenues exceeding 500 million yuan have established dedicated internal audit departments, a 40% increase from three years ago [16]. - The shift from traditional financial auditing to value-added auditing is a common trend among leading enterprises, enhancing their operational efficiency and risk management [18]. Group 4: Digital Transformation in Auditing - Ningbo is actively promoting the integration of digital technologies, such as big data and artificial intelligence, into internal audit practices to enhance efficiency and value creation [23][24]. - By 2023, 35% of private enterprises with annual revenues over 1 billion yuan have established dedicated digital audit systems, a fivefold increase since 2020 [24]. - The application of big data analysis has opened new avenues for internal auditing, allowing enterprises to identify cost-saving opportunities and improve customer satisfaction [25]. Group 5: Lessons and Future Directions - The Ningbo experience demonstrates the effectiveness of a supportive ecosystem involving government guidance, association facilitation, enterprise initiative, and technological support in developing internal audit systems [28][29]. - Key insights include the need for tailored strategies based on enterprise characteristics, the importance of technology in enhancing audit effectiveness, and the necessity of a robust talent development framework [29]. - The ongoing digital transformation and the increasing focus on ESG (Environmental, Social, and Governance) factors are expected to further shape the future of internal auditing in Ningbo [30].