Core Insights - The consumption market in China is experiencing a significant boost as the Spring Festival approaches, with Shenzhen's Huaqiangbei emerging as a key player in the tech product sector [2][3] - Huaqiangbei is leveraging its robust electronic industry ecosystem to promote innovative tech products, creating a unique "Tech New Year Goods Market" [2] - The sales of tech products in Huaqiangbei have surged over 30% in the past two months, with AI glasses seeing an impressive growth of 70% to 80% [2] Sales Performance - The overall sales of tech products in Huaqiangbei have increased by more than 30% compared to regular periods [2] - AI glasses have experienced the highest sales growth, with an increase of 70% to 80% [2] - Other tech products such as drones and smart robots have also seen sales growth ranging from 30% to 50% [2] Global Market Impact - The popularity of tech products from Huaqiangbei has reached international markets, with foreign customer visits increasing by 100% year-on-year [2] - Many overseas buyers are specifically visiting Huaqiangbei to purchase high-quality "Guang goods," indicating a growing global demand for Shenzhen's tech products [2]

高管变动 经济观察网 深圳华强（000062）实业股份有限公司（000062）发布2025年度业绩预告及董事长变更公 告。 此外，2026年2月3日公司公告董事长变更，胡新安因个人原因辞任，选举张泽宏为新任董事长。公司提 示2025年年度报告将后续披露，具体财务数据以正式报告为准。 业绩经营情况 公司于2026年1月30日发布了2025年度业绩预告，预计归属于上市公司股东的净利润为4.26亿元至4.90亿 元，同比增长100%至130%，主要因业务拓展、华强科创广场项目出租率提升及成本优化等因素推动。 ...

（央视财经《天下财经》）作为中国电子第一街，深圳华强北既是全球智能产品的重要集散地，也是今年科技年货的来源地，见证了这场消费升级与科技创 新的深度融合。 这些高性价比、种类丰富、新奇好玩的科技年货，让深圳华强北成为国内外游客热衷打卡的网红地。 科技年货走俏，从"能用"到"好用"再到"离不开"，正以温暖的方式重塑传统年味。据相关部门统计，新春活动开展以来，华强北日均人流量突破75万人次， 较平日增长10%至15%。 无论是乐器、手表、玩具、还是机器人，只要带上智慧科技的基因，就是消费者争相选购的好年货。 深圳华强北街道经发办副主任 胡华武：各市场商场的销量同比增加了30%左右。同时人流量的增加也带动了一些配套的产业，比如餐饮酒店的营业额增长 了大约8%。 在深圳华强北商业步行街，新春消费活动正如火如荼展开。无人机、AI眼镜、智能翻译机、情绪交互机器人等硬核"广货"琳琅满目，吸引大量市民和海外客 商驻足体验、下单采购。 深圳海关数据显示，2025年高技术产品出口规模首次突破7000亿元，增速超10%，凭借创新的力量，这些科技年货正显示出它们独特的魅力。 转载请注明央视财经 编辑：令文芳 ...

Group 1 - The core viewpoint of the articles highlights the significant sales growth of technology products in Shenzhen's Huaqiangbei, particularly driven by the "Guanghuo Hang Tianxia" promotional campaign, with overall sales increasing by over 30% in the past two months [1][2] - AI glasses sales surged by 70%-80%, while drones and robots saw sales growth of 30%-50% [1] - The number of foreign merchants visiting Huaqiangbei increased by 100% year-on-year, indicating a growing international interest in the products [1] Group 2 - Huaqiangbei has established a "three-circle linkage" ecosystem, enabling a full industrial chain within a one-kilometer radius, facilitating efficient collaboration and rapid production processes for creators [2] - The "AI Eight Steeds" product list, which includes drones, robots, AI glasses, and other AI-related products, showcases local companies that have emerged from the Huaqiangbei area, reflecting the region's innovative ecosystem [1][2] - Huaqiangbei plans to regularly update the "AI Eight Steeds" product matrix based on consumer feedback and market trends, while also hosting various promotional events to enhance the integration of online and offline sales [2]

据深圳发布，新春临近，消费热潮不断升温。在"广货行天下"消费电子促销行动的带动下，深圳华强北 科技年货持续走俏。数据显示，近两个月来华强北科技类产品整体销售额较平日增长超30%，其中AI眼 镜销量增长达70%至80%，无人机、机器人销量增长30%至50%；外籍客商数量同比增长100%。科技年 货频频登上媒体头条，成为春节消费市场的焦点板块。 ...

证券日报网讯2月12日，深圳华强（000062）在互动平台回答投资者提问时表示，公司截至2026年2月10 日的股东总数为104337户。 ...

Group 1 - The global artificial intelligence application scenario center has been established in Huaqiangbei, Shenzhen [1] - The first "AI + humanoid robot" technology innovation bond in the country has been issued [2] - Shenzhen is promoting the application of artificial intelligence technology in key areas of the semiconductor industry chain [3] Group 2 - The Beijing Humanoid Robot Innovation Center and UBTECH Technology have launched the humanoid robot "Tian Gong Xing Zhe DEX" [4] - Moore Threads' MTT S5000 has completed adaptation to the latest large model from Zhiyu [5] - Calet and Wuwen Chip have reached a strategic cooperation to expand AI application fields [6] Group 3 - Alipay's AI payment transactions have exceeded 120 million [7] - Wanxing Technology's subsidiary, Wanxing Film Factory, has integrated with Kling 3.0 [8] - Kakao and Google have reached a strategic cooperation in the field of artificial intelligence [9] - ByteDance stated that Seedance 2.0 is still far from perfect and will continue to explore deep alignment between large models and human feedback [10]

Core Viewpoint - The storage chip market is expected to be the main focus throughout 2025, with ongoing reports of shortages and price increases continuing into 2026, indicating a sustained upward trend in the industry [3]. Group 1: Wafer Manufacturing - TSMC reported that its customers are not affected by storage price increases, achieving a record revenue of NT$3.8 trillion in 2025, a 31.6% year-on-year increase, with a gross margin of 59.9% [9][10]. - SMIC achieved an unaudited revenue of $9.327 billion in 2025, a 16.2% increase year-on-year, with a net profit of $685 million, up 39.1% [12]. - Huahong Semiconductor reported a revenue of $635 million in Q3 2025, a 20.7% year-on-year increase, with a gross margin of 13.5% [13]. Group 2: Storage Manufacturers - Samsung Electronics achieved a record revenue of 333.6059 trillion KRW (approximately $233.8 billion) in 2025, a 10.9% increase year-on-year, with a net profit growth of 31.2% [18]. - SK Hynix reported a record revenue of 97.15 trillion KRW (approximately $681.6 billion) in 2025, a 47% increase year-on-year, with a net profit of 42.95 trillion KRW [20]. - Micron's revenue surged from $25.11 billion to $37.38 billion in the 2025 fiscal year, with a 56.6% year-on-year increase in Q1 2026 [22]. Group 3: Storage Modules - Jiangbolong expects a revenue of 22.5 billion to 23 billion CNY in 2025, a 29%-32% increase, with a net profit growth of 150.66% to 210.82% [38]. - Bawei Storage anticipates a revenue of 10 billion to 12 billion CNY, with a net profit increase of 427.19% to 520.22% [39]. - Demingli expects a revenue of 10.3 billion to 11.3 billion CNY, with a net profit growth of 85.42% to 128.21% [40]. Group 4: Chip Distributors - Wanye achieved a revenue of approximately NT$1.18 trillion in 2025, a 22.8% year-on-year increase, marking a record high [49]. - Dalian Dadi reported a revenue of NT$999.12 billion in 2025, a 13.4% increase, driven by AI and high-performance computing demand [51]. - Airo's annual sales reached $30.853 billion in 2025, a 10% increase year-on-year [53].

Core Viewpoint - The establishment of the global AI application scenario center LuckyMate.AI in Huaqiangbei, Shenzhen, aims to create a sustainable "Shenzhen model" for AI applications, facilitating real transactions and industry transformation [1][2][3]. Group 1: Center Overview - The center adopts an innovative collaborative mechanism involving government guidance, professional enterprise operation, and ecosystem partner co-creation, focusing on opening AI application scenarios [2]. - The center is positioned as a landmark for AI technology display, industry connection, and urban application, contributing to Shenzhen's goal of becoming a global AI pioneer city [2][3]. Group 2: Operational Model - The center features a "four-in-one" operational model that includes scenario opening, product experience, real-time sales, and industry connection, targeting high-frequency scenarios in daily life, work, creation, entertainment, and industrial applications [4]. - It aims to create a tangible, continuously iterating space for AI application validation and commercial transformation, attracting various AI hardware products [4]. Group 3: Product Launch - The center announced its first flagship product, the AI smart desktop companion "Luma," which leverages the world's first L4 intelligent body system "MasterAgent" to provide cultural experiences, emotional companionship, and life management services [4][5]. - "Luma" serves as a pioneer demonstration role for AI application scenarios, exploring the integration of "MasterAgent" into physical devices and providing a data foundation for the continuous evolution of intelligent capabilities [5].

Report Summary 1. Report Industry Investment Rating No information about the industry investment rating is provided in the report. 2. Core View The report regularly sorts out the latest information on private exchangeable bond (private EB) projects obtained from public channels and conducts basic element tracking on private exchangeable bond projects. It also lists the new project information for the week from February 2, 2026, to February 6, 2026 [1]. 3. Summary by Related Catalogs New Project Information This Week - The project of North China Lingyun Industry Group Co., Ltd. to privately issue exchangeable corporate bonds to professional investors in 2026 has been approved by the exchange. The proposed issuance scale is 500 million yuan, the underlying stock is Lingyun Co., Ltd. (600480.SH), the lead underwriter is CITIC Construction Securities, and the exchange update date is January 30, 2026 [1]. - The project of Shenzhen Huaqiang Group Co., Ltd. to privately issue exchangeable corporate bonds to professional investors in 2026 has received feedback from the exchange. The proposed issuance scale is 2.4 billion yuan, the underlying stock is Shenzhen Huaqiang (000062.SZ), the lead underwriter is Jinyuan United Securities, and the exchange update date is February 4, 2026 [1]. - The project of Hubei Angel Biotechnology Group Co., Ltd. to privately issue exchangeable corporate bonds to professional investors in 2026 has been accepted by the exchange. The proposed issuance scale is 1 billion yuan, the underlying stock is Angel Yeast Co., Ltd. (600298.SH), the lead underwriter is Huatai United Securities, and the exchange update date is February 5, 2026 [1]. Overall Project Status Table The table shows the status of multiple private exchangeable bond projects, including the bond name, lead underwriter, scale, underlying stock, project status, and update date. Projects are in different statuses such as "Passed", "Feedback Received", and "Accepted" [3].