证券代码：603228 证券简称：景旺电子 公告编号：2025-130 深圳市景旺电子股份有限公司 关于聘请 H 股股票发行并上市审计机构的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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责任。 重要内容提示： 深圳市景旺电子股份有限公司（以下简称"公司"）于 2025 年 12 月 8 日召 开第五届董事会第六次会议审议通过《关于聘请 H 股股票发行并上市审计机构 的议案》，同意聘请安永会计师事务所（以下简称"安永香港"）为公司拟申请 首次公开发行境外上市外资股（H 股）并在香港联合交易所有限公司主板上市（以 下简称"本次发行并上市"）的审计机构。本事项尚需提交公司股东会审议批准。 现将有关情况公告如下： 一、拟聘任会计师事务所的基本情况 （一）机构信息 安永香港为一家根据香港法律设立的合伙制事务所，由其合伙人全资拥有。 为众多香港上市公司提供审计、税务和咨询等专业服务，包括银行、保险、证券 等金融机构。安永香港自成立之日起即为安永全球网络的成员，为独立的法律实 体。 （二）投资者保护能力 安永香港根据香港《会计及财务汇 ...

景旺电子：发行境外上市股份（H股）并申请在香港联合交易所有限公司主板上市交易。 ...

对于英伟达产业链上的中国企业而言，H200芯片的获批出口无疑是一针强心剂。概念股的上涨反映了 市场对相关企业能够获得先进芯片供应、提升产品竞争力的积极预期。这些公司作为英伟达的供应链合 作伙伴，或直接受益于H200芯片的对华出口。 市场情绪带动下，AI分支光电路交换机概念、高速铜连接概念，纷纷跟涨，陕西华达（301517.SZ） 20cm涨停，德科立涨（688205.SH）逾18%，太辰光（300570.SZ）涨超8%，普遍创下近期阶段新高。 12月9日，美国总统特朗普宣布批准英伟达向中国出口H200人工智能芯片同时"抽成25%"的消息，迅速 引发市场对英伟达板块的强烈反应。A股相关概念股集体高开，国产AI芯片企业则呈现分化走势。 相比之下，国产GPU企业表现分化。业内认为，这在一定程度上反映了市场对国产GPU替代英伟达芯片 的预期存在分歧，以及行业在面对国际竞争与技术进口时的复杂心态，短期内英伟达H200芯片或仍将 是AI计算领域的主流选择。 摩尔线程（688795.SH）小幅低开后快速翻红，截至发稿上涨3.22%，报613元；海光信息 （688041.SH）、寒武纪（688256.SH）等AI芯片龙头小幅 ...

Group 1 - The core viewpoint of the articles highlights the positive performance of the CSI 500 Quality Growth Index and its constituent stocks, indicating a potential shift in market style towards high elasticity and growth sectors due to supportive fiscal and monetary policies [1][2]. - The CSI 500 Quality Growth ETF (560500) has shown a significant increase in trading volume and scale, with a weekly growth of 437.01 million yuan, reflecting strong investor interest [1][2]. - The National Bureau of Statistics reported a year-on-year increase of 9.5% in the added value of the digital manufacturing industry from January to October, with specific sectors like smart equipment manufacturing and electronic components showing growth rates of 11.1% and 12.3% respectively [2]. Group 2 - The top ten weighted stocks in the CSI 500 Quality Growth Index account for 21.53% of the index, with notable performers including Huagong Technology and Kaiying Network, which have seen increases of 2.94% and 2.05% respectively [3]. - The CSI 500 Quality Growth ETF closely tracks the CSI 500 Quality Growth Index, selecting 100 companies with high profitability, sustainable earnings, and strong cash flow, providing diverse investment targets for investors [2].

Strategy - The technology competition under the Kondratiev wave continues to open up valuation ceilings, with a focus on "bottleneck" and future industry high ground [14][15] - The current valuation of China's science and technology innovation is still lower than that during the internet boom in the 1990s, indicating potential for further upward movement [14][18] - The "14th Five-Year Plan" emphasizes seizing the high ground of technological development, focusing on key areas such as integrated circuits and advanced manufacturing [14][19] Electronics - The scaling law remains effective, with the introduction of multi-modal and agent models expected to accelerate AI computing demand [8][15] - The PCB industry is anticipated to maintain high growth due to its heavy asset nature and product structure optimization, which can lead to non-linear performance improvements for companies [8][15] Computer - New models are being launched intensively, marking a shift in AI competition towards "strong reasoning + native multi-modal" capabilities [9][15] - Significant releases include Google's Gemini 3 and DeepSeek V3.2, which enhance multi-modal understanding and practical applications [9][15] Media - Long-term optimism for the acceleration of AI product applications and commercialization, with a focus on AI agents, companionship, multi-modal applications, education, and edge AI [9][15] Humanoid Robots - The industry is transitioning from concept validation to commercialization, with companies that have growth potential in key components or specific solutions likely to benefit [10][15] - Investment opportunities are identified in the incremental component sector, with a focus on aesthetic preferences in the market [10][15] Automotive - The launch of Horizon Robotics' HSD and J6P models marks a significant step in mass production, with companies like WeRide and Pony.ai also making strides in the market [10][15] - Recommendations include focusing on luxury car opportunities with strong product pipelines and valuation elasticity, as well as autonomous driving technologies [10][15] Selected Portfolio - The December selected portfolio includes upstream production tools like Zhuoyi Information, upstream computing infrastructure such as Jingwang Electronics, and downstream applications like Alibaba [11][15]

（来源：淘金ETF） 1. 生益科技（600183） 核心业务聚焦商业航天领域的高频高速覆铜板、粘结片等基础材料研发与生产，其产品是卫星通信设 备、火箭电子控制系统的核心基材，具备低损耗、高可靠性、抗辐射等航天级特性，可适配太空极端温 差与强辐射环境，已批量供应国内主流卫星制造企业与火箭研发机构。企业背靠粤港澳大湾区产业集 群，在高频材料领域技术积累超30年，打破海外企业对高端航天覆铜板的垄断，产品不仅应用于商业航 天，还广泛适配5G基站、工业互联网设备。叠加的热点概念包括5G通信、先进制造、国产替代，同时 受益于"十五五"规划中高端新材料国产化的政策导向，是商业航天产业链上游材料环节的核心支撑企 业。 2. 光启技术（002625） 作为超材料航天应用龙头，核心业务是研发、生产可应用于商业航天装备的超材料结构件，其自研超材 料具备轻量化、高强度、抗疲劳等核心优势，可使航天装备重量降低30%以上，同时提升装备的隐身性 能与抗极端环境能力，已适配多款商业火箭箭体结构与卫星载荷部件。企业拥有完全自主知识产权的超 材料设计与制造平台，技术壁垒极高，产品除商业航天领域外，还延伸至航空航天、海洋工程等高端装 备领域。叠 ...

Core Viewpoint - The local stocks in Fujian have experienced a surge, with over 20 stocks hitting the daily limit up, indicating strong market activity and investor interest in the region [3][12]. Group 1: Market Performance - The Fujian sector's trading volume reached 1739.2 billion, with more than 20 stocks hitting the daily limit up [3]. - The CPO (Co-Packaged Optics) sector led the gains, with major players like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication each exceeding 160 billion in trading volume [3]. - Tianfu Communication hit a historical high with a closing increase of 19.19%, bringing its market capitalization to 184.17 billion [3][8]. Group 2: Sector Highlights - The technology sector remains active, particularly in the computing power industry chain, with significant gains in CPO, F5G, optical fiber, and storage chip sectors [5]. - Companies like Dongtian Micro and Zhishang Technology achieved a daily limit up, while Tianfu Communication and Changguang Huaxin saw substantial price increases [5]. - The component sector also showed strong performance, with companies like Taijing Technology and Jingwang Electronics hitting the daily limit up [9]. Group 3: Policy and Development - The Xiamen Municipal Committee has proposed a plan to advance the digital transformation of the city, emphasizing the development of AI and digital infrastructure [12]. - The plan includes enhancing the supply of computing power, algorithms, and data to support the city's digital economy [12]. - There is a focus on regional collaborative development, strengthening transportation networks, and integrating into national markets [14].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002199 | *ST东晶 | 8.95 | -2.51% | 3.08万 | 2768.00万 | | 300903 | 科翔股份 | 20.10 | -2.05% | 51.23万 | 10.41亿 | | 603175 | 超频电子 | 71.09 | -0.04% | 5.71万 | 4.06亿 | | 002134 | 天津普林 | 21.96 | 0.18% | 1 5.39万 | 1.19亿 | | 301566 | 达利凯普 | 18.79 | 0.37% | 14.03万 | 2.63亿 | | 61200E | 麦捷科技 | 12.14 | 0.50% | 27.82万 | 3.37亿 | | 603920 | 世运电路 | 41.29 | 0.51% | 18.06万 | 7.47亿 | | 920128 | 胜业电气 | 26.94 | 0.52% | 3754.28 | 1016.07万 | | 920491 | 圏曲威 ...

Core Insights - Google is set to hold a special event titled "The Android Show: XR Edition" to showcase software updates and hardware ecosystem for the Android XR platform, including various XR products like glasses and headsets [1] - The consumer electronics sector is experiencing a surge in AI-driven products, with notable sales figures such as Alibaba's AI glasses generating over 800 million yuan in 48 hours and Huawei's AI emotional companion product selling out quickly [1] - The China Securities Consumer Electronics Theme Index (931494) has seen a strong increase of 2.91%, with significant gains in component stocks like Lianxun Precision (up 9.99%) and Dongshan Precision (up 8.83%) [1] Industry Performance - The China Securities Consumer Electronics Theme Index tracks 50 companies involved in component production and design, reflecting the overall performance of the consumer electronics sector [2] - As of November 28, 2025, the top ten weighted stocks in the index account for 56.39% of the total index weight, with Lianxun Precision holding the highest weight at 9.34% [2] - The Consumer Electronics ETF (561600) has shown a 2.83% increase, marking a potential three-day rally [1][2] Stock Performance - Key stocks in the consumer electronics index have shown varied performance, with notable increases in stocks like Huagong Technology (up 6.81%) and Weilan Lithium Energy (up 4.86%) [2] - The trading volume for the Consumer Electronics ETF reached 34.05 million yuan, with a turnover rate of 7.43% [1]

Core Insights - The consumer electronics sector is experiencing significant growth, driven by advancements in AI technology and the release of new AI-enabled smartphones by major manufacturers [1][2] - The China Securities Consumer Electronics Theme Index (931494) has shown a strong upward trend, with notable increases in key component stocks [1][2] Group 1: Market Performance - As of December 8, 2025, the China Securities Consumer Electronics Theme Index (931494) rose by 2.95%, with significant gains in component stocks such as Lixun Precision (002475) and East Mountain Precision (002384) [1] - The Consumer Electronics ETF (561600) also increased by 2.83%, marking its third consecutive rise [1] Group 2: AI Integration in Consumer Electronics - Major smartphone manufacturers, including Apple, Vivo, OPPO, and Honor, have been focusing on AI capability upgrades, launching new flagship models with AI features since October [1] - ByteDance and ZTE are collaborating to develop an AI smartphone, indicating a trend towards integrating content ecosystems with hardware [1] Group 3: Government Initiatives and Market Trends - A joint initiative by six government departments aims to enhance the adaptability of supply and demand in consumer goods, promoting AI applications across the entire industry [2] - The market for AI glasses and smartwatches has seen a year-on-year growth of 23.1%, with the AI toy market projected to reach 29 billion yuan by 2025 [2] Group 4: Index Composition - The China Securities Consumer Electronics Theme Index comprises 50 listed companies involved in component production and brand design, reflecting the overall performance of the consumer electronics sector [2] - As of November 28, 2025, the top ten weighted stocks in the index accounted for 56.39% of the total index weight [2]