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 ...

中新网深圳2月13日电 (索有为徐纪月)新春临近，有"中国电子第一街"之称的深圳华强北科技年货持续 走俏。 值得一提的是，本期入选的八大品类产品均在华强北设有公司或运营主体，是扎根华强北成长起来的本 土AI+硬件企业代表，亦是华强北"OPC(即一人公司，One Person Company)创新生态"的缩影。 依托华强北1.45平方公里商圈内集聚的35家专业市场、11.5万商户资源，华强北构建的"三圈联动"生态 ——一公里全产业链生态圈、一体化要素高效协同圈、一星期全流程高速制造圈，让OPC创客可在商圈 一公里范围内，完成从元器件采购、PCB打样到批量生产、跨境出海的全流程，实现"上午设计、下午 打样、次日量产、一周出海"的高效节奏。 据悉，华强北将建立健全长效机制，紧密结合消费者口碑与真实市场反馈，每季度或定期动态更新最受 青睐的"AI八骏"产品矩阵，同时持续举办AI电子消费节、跨年潮购季、品牌首发秀等系列活动，深 化"线上+线下""批发+零售""国内+国际"融合发展模式。 业内观察人士指出，这一机制成功地把流量变成了销量，把热点转化为了真实的消费力，让科技产品深 度融入民众生活，也助力"广货出海"迈出更坚 ...

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。 ...

AI进化速递丨全球人工智能应用场景中心落户深圳华强北 ①全球人工智能应用场景中心落户深圳华强北； ②全国首单"AI+人形机器人"研发领域科创债发行； ⑧万兴科技旗下万兴剧厂接入Kling 3.0； ③深圳：推动人工智能技术应用于半导体产业链的关键环节； ⑨Kakao与谷歌达成人工智能领域战略合作； ④北京人形机器人创新中心和优必选科技发布人形机器人"天工行者DEX"； ⑩字节跳动：Seedance 2.0还远不完美，将持续探索大模型与人类反馈的深度对齐。 ⑤摩尔线程MTT S5000完成对智谱最新大模型的适配； ⑥卡莱特与无问芯穹达成战略合作 共拓AI应用领域； ⑦支付宝AI付笔数超1.2亿； ...

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].

南都讯 记者王睦广 2月10日，全球人工智能应用场景中心LuckyMate.AI华强北旗舰店正式揭牌，"中国 电子第一街"深圳华强北迎来了集AI技术展示、产业对接、城市应用于一体的新地标。据悉，作为面向 真实交易与产业转化的AI应用场景开放平台，该中心将为"人工智能+"场景提供可落地、可运营、可持 续的"深圳样本"。 智聚华强北 打造AI场景应用的"深圳样本" 据介绍，该全球人工智能应用场景中心采用"政府引导开放场景、企业专业运营、生态伙伴共创"的创新 协同机制。政府负责引导与场景开放，重点提供场景开放窗口，支持AI新技术、新产品、新应用的集 中展示与落地应用，以场景为载体，促进AI产业链上下游对接；深邃元智负责整体场景规划、展陈设 计、品牌筛选、运营管理与产业对接，招引展销入驻企业提供成熟或准成熟AI硬件产品，参与场景共 建。 据悉，深邃元智是深元智能旗下子公司。2025年5月，深元智能在深圳发布了全球首个L4级智能体母体 系统"MasterAgent"。 深圳华强北是享誉世界的电子产品交易集散地，是名副其实的"中国电子第一街"。当前，深圳正全力打 造全球人工智能先锋城市，华强北街道更是提出"新质生产力策源 ...

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].