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【机构调研记录】西部利得基金调研神州泰岳、当虹科技等6只个股(附名单)
Zheng Quan Zhi Xing· 2025-08-28 00:11
Group 1: Company Insights - Shenzhou Taiyue reported stable revenue from its long-standing games, with H1 revenue of 1.502 billion yuan and 465 million yuan for "Age of Origins" and "War and Order" respectively, both exceeding 1 billion USD in cumulative revenue [1] - Dahong Technology achieved a 50% year-on-year revenue growth in Q2, driven by its self-developed BlackEye multimodal model technology, with plans to establish 50 ultra-high-definition channels by 2025 [2] - Huada Zhizao introduced the "PrimeGen" dry-wet collaborative multi-agent system during its performance briefing [3] - Yinlun Co. has established a 4+N product system focusing on data centers, energy storage, and low-altitude flying vehicles, with positive progress in customer collaborations [4] - Huafeng Technology's sales revenue from its new energy vehicle business increased year-on-year, with plans to expand market scale and promote high-voltage connector applications [5] - Far East Co. has achieved bulk supply of various products to leading AI chip companies, with ongoing development of new liquid cooling technology and solid-state batteries [6] Group 2: Fund Insights - Western Lide Fund, established in 2010, has an asset management scale of 116.646 billion yuan, ranking 55th among 210 funds, with 144 public funds under management [7]
1300公里外山西指令操控西湖边的“狗”
Hang Zhou Ri Bao· 2025-08-27 02:25
Core Insights - The article highlights the successful implementation of a remote-controlled robotic dog at the West Lake in Hangzhou, operated from over 1300 kilometers away during the Shanxi Cultural Expo, showcasing advancements in remote broadcasting technology [1][2] Group 1: Technology and Innovation - The robotic dog, developed by Danghong Technology and Yunshenchu Technology, utilizes the BlackEye Vision system for ultra-long-distance remote control, demonstrating high flexibility and stability due to its lightweight design and advanced motion control algorithms [1] - The system achieves an end-to-end latency of under 80 milliseconds, which is faster than the human neural response limit of approximately 100 milliseconds, ensuring real-time interaction without delays [1] Group 2: Applications and Impact - The multi-modal processing capability of the system allows for synchronized transmission of video, audio, LiDAR point clouds, control signals, and text, providing operators with a near-realistic situational awareness for precise remote control [2] - The technology expands applications in various fields, including emergency rescue, industrial inspections, and media reporting, enabling robots to access challenging environments where human presence may be risky or costly [2]
当虹科技第二季度归母净利润同比大增130.65% 机器人业务打开增长空间
Zheng Quan Ri Bao Zhi Sheng· 2025-08-24 12:07
Core Insights - Hangzhou Donghong Technology Co., Ltd. reported a revenue of 133 million yuan for the first half of 2025, marking a year-on-year increase of 12.70% [1] - The company's net profit attributable to shareholders reached 5.737 million yuan in the second quarter, reflecting a significant year-on-year growth of 130.65% [1] - The growth is primarily driven by the rapid expansion of new businesses related to multimodal AI large models, particularly through the BlackEye multimodal audiovisual model technology [1] Business Performance - The company launched a series of high-value new products and solutions across three main business areas: media culture, industrial and satellite applications, and intelligent connected vehicles [1] - Video technology is increasingly empowering future industry scenarios, exemplified by the BlackEye Vision robot long-distance remote control system [1] Technological Innovation - The BlackEye Vision system overcomes physical space limitations, enabling real-time broadcasting from a robot's perspective over distances exceeding 1,000 kilometers [2] - A recent collaboration with Shanxi Broadcasting Television Station and Hangzhou Yunshen Technology Co., Ltd. showcased the first cross-thousand-kilometer live broadcast using the BlackEye Vision system, attracting tens of thousands of viewers [2] - Unlike traditional unmanned equipment that operates within visual range, the BlackEye Vision system utilizes cloud-based ultra-low latency video transmission for remote control, expanding its application in the field of embodied intelligence [2]
当虹科技2025年中报简析:营收上升亏损收窄,盈利能力上升
Zheng Quan Zhi Xing· 2025-08-23 22:58
Core Viewpoint - The recent financial report of Danghong Technology (688039) shows a positive trend in revenue and profit margins, indicating improved operational efficiency and potential growth opportunities in various business segments [1]. Financial Performance - Total revenue for the first half of 2025 reached 133 million yuan, a year-on-year increase of 12.7% [1]. - The net profit attributable to shareholders was -6.15 million yuan, showing an improvement of 85.27% compared to the previous year [1]. - In Q2 2025, total revenue was 83.9 million yuan, up 50.44% year-on-year, with a net profit of 5.74 million yuan, an increase of 130.65% [1]. - Gross margin improved to 42.21%, a year-on-year increase of 26.44%, while net margin improved to -7.17%, up 81.59% [1]. - The total of selling, administrative, and financial expenses was 35.65 million yuan, accounting for 26.81% of revenue, a slight increase of 4.76% year-on-year [1]. Key Financial Metrics - Earnings per share improved to -0.05 yuan, an increase of 86.49% year-on-year [1]. - Operating cash flow per share was 0.0 yuan, reflecting a 100.53% increase year-on-year [1]. - The company's cash and cash equivalents decreased by 40.64% to 86.93 million yuan due to operational expenditures [1]. Business Segments - The AI products and multimodal large model derivatives have rapidly applied in the market, particularly boosting the media culture business and in-vehicle intelligent cockpit business [8]. - The smart connected vehicle business is expected to grow significantly as demand for in-cabin multimodal interaction and intelligent entertainment cockpit experiences increases [12]. - The industrial and satellite business focuses on intelligent video analysis and data mining applications, enhancing capabilities in high-precision inspections and real-time satellite remote sensing [13]. - The media culture business is evolving from a hardware supplier to a comprehensive intelligent video ecosystem service provider, capitalizing on opportunities in the ultra-high-definition video industry [13].
当虹科技: 杭州当虹科技股份有限公司第三届监事会第九次会议决议公告
Zheng Quan Zhi Xing· 2025-08-22 16:29
本公司监事会及全体监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、准确性和完整性依法承担法律责任。 证券代码:688039 证券简称:当虹科技 公告编号:2025-023 杭州当虹科技股份有限公司 第三届监事会第九次会议决议公告 本议案尚需提交公司股东大会审议。 杭州当虹科技股份有限公司(以下简称"公司")第三届监事会第九次会议 于 2025 年 8 月 11 日以通讯方式发出通知,于 2025 年 8 月 21 日在公司会议室以 现场方式召开。本次会议公司应出席监事 3 名,实际出席监事 3 名,董事会秘书 列席本次会议。本次会议由监事会主席项晨梦女士召集并主持,本次会议的召开 符合《公司法》等法律、法规、规范性文件及《公司章程》的有关规定。 与会监事就各项议案进行了审议、表决,形成如下决议: 一、 审议通过了《关于公司 2025 年半年度报告及其摘要的议案》 监事会认为:公司 2025 年半年度报告及其摘要的编制和审议程序符合相关 法律法规及《公司章程》等内部规章制度,报告内容真实、准确、完整地反映了 公司的实际情况,不存在任何虚假记载、误导性陈述或者重大遗漏。 具体内 ...
当虹科技: 杭州当虹科技股份有限公司第三届董事会第十次会议决议公告
Zheng Quan Zhi Xing· 2025-08-22 16:24
证券代码:688039 证券简称:当虹科技 公告编号:2025-022 经与会董事认真讨论并投票表决,审议并通过如下议案: 一、 审议通过了《关于公司 2025 年半年度报告及其摘要的议案》 董事会认为,公司 2025 年半年度报告及其摘要的编制和审议程序符合相关 法律法规及《公司章程》等内部规章制度,公允地反应了公司 2025 年半年度的 财务状况和经营成果等事项,董事会全体成员保证公司 2025 年半年度报告及其 摘要披露的信息真实、准确、完整,不存在任何虚假记载、误导性陈述或重大遗 漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 具体内容详见同日刊载于上海证券交易所网站(www.sse.com.cn)的《杭州 当虹科技股份有限公司 2025 年半年度报告》及《杭州当虹科技股份有限公司 2025 年半年度报告摘要》。 表决结果:同意:9 票;反对:0 票;弃权:0 票。 杭州当虹科技股份有限公司 第三届董事会第十次会议决议公告 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、准确性和完整性依法承担法律责任。 杭州当虹科技股份有限公司(以下简称 ...
当虹科技(688039.SH):上半年净亏损615.24万元
Ge Long Hui A P P· 2025-08-22 12:23
格隆汇8月22日丨当虹科技(688039.SH)公布2025年半年度报告,报告期内公司实现营业收入1.33亿元, 同比增长12.70%;归属于上市公司股东的净利润-615.24万元;基本每股收益-0.05元。 ...
当虹科技联合云深处科技等 实现“隔空”操控机器人直播
Zheng Quan Ri Bao Zhi Sheng· 2025-08-22 11:48
Core Insights - The article highlights the innovative use of a robotic dog for live streaming, showcasing its ability to operate remotely over a distance of more than 1300 kilometers, thus setting a benchmark in the media and tourism industry [1][2] Group 1: Technology and Innovation - The robotic dog, controlled from a remote location, provided a unique "cloud viewing" experience of West Lake, attracting 100,000 online viewers [1] - The technology utilized by the company, 当虹科技, achieved an end-to-end latency of under 80 milliseconds, which is faster than the human neural response limit of approximately 100 milliseconds [1] Group 2: Application in Media and Tourism - The robotic dog serves as a special camera position, expanding its application in the media and tourism sectors [2] - The concept of robots acting as "camera reporters" is becoming a reality, allowing coverage of hard-to-reach locations such as disaster sites for real-time broadcasting [2]
杭州当虹科技完善股份回购制度 明确回购情形与实施规范
Xin Lang Cai Jing· 2025-08-22 10:56
登录新浪财经APP 搜索【信披】查看更多考评等级 杭州当虹科技股份有限公司于2025年8月发布了股份回购制度,旨在促进公司规范运作,完善股份回购 机制。该制度依据《公司法》《证券法》等相关法律法规及《公司章程》制定,对回购行为的各个方面 进行了详细规定。 适用情形与基本原则 享有提案权的提议人可向董事会提议回购股份,提议应明确具体。公司收到提议后应立即召开董事会审 议并公告。董事会需充分评估公司情况,审慎决策回购事项,制定回购方案并按规定经董事会或股东会 决议通过。 公司需做好内幕信息管理,在披露回购方案时报送相关知情人信息。制度还对总股本计算等事项进行了 规定,未尽事宜依照相关法律法规和《公司章程》执行,自股东会审议通过之日起生效实施。 该制度明确了四种适用回购股份的情形,包括减少公司注册资本、用于员工持股计划或股权激励、用于 转换可转换公司债券,以及为维护公司价值及股东权益所必需。其中,为维护公司价值及股东权益所必 需的情形需满足公司股票收盘价格低于最近一期每股净资产、连续20个交易日内公司股票收盘价格跌幅 累计达到20%等条件之一。 公司回购股份应符合相关法规及制度规定,不得损害股东和债权人合法权益,严 ...
当虹科技: 杭州当虹科技股份有限公司公司董事、高级管理人员离职管理制度(2025年8月)
Zheng Quan Zhi Xing· 2025-08-22 10:18
杭州当虹科技股份有限公司 董事、高级管理人员离职管理制度 杭州当虹科技股份有限公司 董事、高级管理人员离职管理制度 第一章 总则 第一条 为规范杭州当虹科技股份有限公司(以下简称"公司")董事、 高级管理人员离职程序,保障公司治理稳定性及股东合法权益,根据《中华人民 共和国公司法》《中华人民共和国证券法》《上市公司章程指引》《上海证券交 易所科创板股票上市规则》《上海证券交易所科创板上市公司自律监管指引第1 号——规范运作》《上市公司治理准则》等法律、行政法规、部门规章、规范性 文件、上海证券交易所(以下简称"上交所")业务规则(以下简称"适用法律") 和《杭州当虹科技股份有限公司章程》(以下简称"《公司章程》")的有关规 定,制定本制度。 第二条 本制度适用于公司董事(含独立董事)、高级管理人员的辞任、 任期届满、被解除职务等离职情形。 第三条 公司董事、高级管理人员离职管理应遵循以下原则: (一)合法合规原则:严格遵守适用法律规定及《公司章程》的要求; (三)平稳过渡原则:确保董事、高级管理人员离职不影响公司正常经营和 治理结构的稳定性; (四)保护股东权益原则:维护公司及全体股东的合法权益。 第二章 离 ...