近日，有网友质疑成都郫都区早在2018年就宣传将落户的"熊出没小镇"，时隔多年仍未有动静。对此， 郫都区友爱镇于10月11日回复称，第三方投资公司考察后并未签约投资建设。 10月10日，有网友在"问政四川"网络平台留言称："早在2018年，郫都区就与深圳华强签约了在友爱镇 共建文旅小镇熊出没小镇的协议，总投资100亿元，但是现在都2025年了怎么一直还没有动静？"该网友 抱怨"耍个文旅项目只有去跑多远去外地"，并询问"熊出没小镇的进度如何"。 对此，郫都区友爱镇于10月11日回复称，2018年，第三方投资公司就"熊出没小镇"项目在友爱镇进行了 考察，但综合考虑后未签约投资建设。 据每日经济新闻报道，2018年5月10日，成都市投资促进"百日擂台赛"（首季）第三场重大项目集中签 约竞进赛在郫都区举行，11个区（市）县签约项目28个，协议资金达860.2亿元。其中，深圳华强集团 计划投资100亿元建设华强（成都）熊出没文旅小镇项目，项目选址在郫都区友爱街道，项目占地2000 亩，建设华强熊出没特色文化街区、创意产业基地、邻里生活中心、休闲商业、国际社区等项目。 川报观察2018年11月15日报道显示，深圳华强新城 ...

证券时报·数据宝统计，截至发稿，深圳华强收盘价为28.25元，下跌2.72%，本期筹码集中以来股价累 计下跌5.62%。具体到各交易日，3次上涨，6次下跌。 公司发布的半年报数据显示，上半年公司共实现营业收入110.47亿元，同比增长6.42%，实现净利润 2.36亿元，同比增长33.45%，基本每股收益为0.2253元，加权平均净资产收益率3.37%。（数据宝） （文章来源：证券时报网） 深圳华强10月10日披露，截至9月30日公司股东户数为122878户，较上期（9月20日）减少10382户，环 比降幅为7.79%。 ...

总台央视记者 沈显昱：这里是华强电子世界的二楼，现在大家能够看到在我身边有非常多的消费者，一般来讲电子世界每天的客流高峰是下午3点，但是在 国庆假期期间，每天早上9点半，电子世界刚开门，就已经有很多来自全国各地的游客来电子世界排队等候了。 浙江游客：从浙江来的，耳机、手表、摄像头品类比我想得还要丰富，第一次来真的有被震撼到，看到喜欢的就拿下。 国庆中秋假期期间，文旅消费持续火热，各类特色专业市场也成了游客们旅途中的打卡点。广东深圳的华强北市场，是我国重要的电子产品交易集散地。这 个假期，不少游客涌入那里，"进货式旅游"火出圈。 在华强北，从智能穿戴到AI玩具，各类电子产品柜台前都有不少提着大包小包的游客驻足，新奇的产品吸引各个年龄段的消费者询价、购买。眼下，正值 消费电子新品发布季，也大幅带动了卖场的销售。 双节假期期间，华强北市场主营元器件的楼层和商铺基本处于休业状态，电子世界只开放了三个楼层，但随着大量游客的涌入，市场内人流不减反增，商家 开单忙不停。 广东深圳华强电子世界二店市场部副部长 刘志刚：属于一个爆满的状态，日均人流量平时在三万一二人次左右，现在三万五的人流量，所以消费者人流量 比平时多了很多。 ...

双节假期期间，华强北市场主营元器件的楼层和商铺基本处于休业状态，电子世界只开放了三个楼层，但随着大量游客的涌 入，市场内人流不减反增，商家开单忙不停。 广东深圳华强电子世界二店市场部副部长 刘志刚：属于一个爆满的状态，日均人流量平时在三万一二人次左右，现在三万五的 人流量，所以消费者人流量比平时多了很多。 总台央视记者 沈显昱：这里是华强电子世界的二楼，现在大家能够看到在我身边有非常多的消费者，一般来讲电子世界每天的 客流高峰是下午3点，但是在国庆假期期间，每天早上9点半，电子世界刚开门，就已经有很多来自全国各地的游客来电子世界 排队等候了。 浙江游客：从浙江来的，耳机、手表、摄像头品类比我想得还要丰富，第一次来真的有被震撼到，看到喜欢的就拿下。 在华强北，从智能穿戴到AI玩具，各类电子产品柜台前都有不少提着大包小包的游客驻足，新奇的产品吸引各个年龄段的消费 者询价、购买。眼下，正值消费电子新品发布季，也大幅带动了卖场的销售。 （央视财经《经济信息联播》）国庆中秋假期期间，文旅消费持续火热，各类特色专业市场也成了游客们旅途中的打卡点。广 东深圳的华强北市场，是我国重要的电子产品交易集散地。这个假期，不少游客涌 ...

证券日报网讯深圳华强（000062）9月30日在互动平台回答投资者提问时表示，公司未持有摩尔线程股 权，但与其有业务合作。 ...

格隆汇9月30日丨深圳华强(000062.SZ)在投资者互动平台表示，我司未持有摩尔线程股权，但与其有业 务合作。 ...

Group 1 - The company does not hold any equity in Moore Threads but has a business collaboration with them [2] - An investor inquired about the company's promotion of its association with Moore Threads and the timing of increasing the Moore Threads concept [2] - The company responded to the inquiry on the investor interaction platform on September 30 [2]

Core Insights - The article highlights the significant growth and opportunities within the semiconductor industry, particularly focusing on companies that are integral to the Huawei HiSilicon ecosystem, which is experiencing a surge in demand for advanced chips and related technologies. Group 1: Key Companies and Their Roles - Longi Technology (600584) is a global leader in packaging and testing, uniquely handling the 4nm Chiplet packaging for Huawei's Kirin X90 chip, which enhances chip performance by three times. The new automotive-grade chip factory is expected to contribute 5 billion yuan in annual revenue, solidifying its dominance in advanced packaging [1]. - Tuo Wei Information (002261) is a major player in the AI server market with over 30% market share, deeply involved in Huawei's AI innovation centers across key sectors. The company has server orders booked until Q1 2026, indicating strong revenue visibility [2]. - Shenzhen Huaqiang (000062) serves as a key distributor for Huawei's entire product line, with a 120% year-on-year increase in sales of the Ascend 910B chip. The company is positioned to benefit from the explosive growth in Huawei's chip shipments [3]. - Chipone Technology (688521) provides essential IP cores for Huawei's Kirin and Ascend AI chips, contributing an estimated 1.5 billion yuan to revenue in 2025, which is over 30% of its total revenue [4]. - Tongfu Microelectronics (002156) is a primary packaging and testing provider for Ascend chips, with a projected 50% growth in AI packaging orders by 2025, benefiting from the mass production of Huawei's Chiplet architecture [5]. Group 2: Emerging Technologies and Market Trends - Runhe Software (300339) is a dual ecosystem partner for HarmonyOS and HiSilicon, with over 40% market share in smart terminal OS adaptation. The company is leveraging its collaboration with Huawei to enhance its product offerings in smart home and vehicle networking [6]. - Zhongke Chuangda (300496) is a core player in automotive-grade solutions, providing algorithm optimization for Huawei's AI chips, with a 61.54% market share in global in-car infotainment systems [7]. - North Huachuang (002371) is a leading equipment supplier for semiconductor manufacturing, providing critical etching and ALD equipment, with 35% of its products compatible with 5nm technology [8]. - Huazheng New Materials (603186) has developed a breakthrough material that replaces traditional substrates, achieving a 45% annual growth in semiconductor materials revenue [9]. - Liyuan Information (300184) has been a long-time agent for Huawei's chips, with a projected net profit increase of 43%-65% in Q1 2025, benefiting from the growing demand in IoT and industrial control sectors [10]. Group 3: Strategic Collaborations and Future Prospects - Skyworth Digital (000810) is a pioneer in implementing Huawei's StarFlash technology, significantly reducing latency in smart home devices, with a projected 200% growth in related orders by 2025 [11]. - Megmeet (002881) is a benchmark partner for Huawei's 5G modules, with a 217% increase in revenue from the new energy vehicle sector, indicating strong growth potential in the 5G and vehicle networking markets [12]. - Guangdian Yuntong (002152) is a leader in financial technology solutions based on Huawei's Ascend chips, with a revenue visibility of 1 billion yuan for 2025, focusing on digital transformation in finance [13]. - Jing Sai Technology is a core supplier of crystal oscillators for Huawei's 5G base station chips, with a 15% revenue contribution from the new energy vehicle sector [14]. - Feirongda (300602) specializes in thermal management solutions for Huawei's chips, with a projected 120% growth in automotive business revenue in 2024 [15].

Group 1 - The company Shenzhen Huaqiang (000062) has received the "Gold Component Partner" certification from Ascend APN [1] - The company has initiated the research and development of Ascend application solutions [1] - The company plans to leverage its distribution strength and technical capabilities to enhance the application of Ascend in edge and end-side scenarios [1]

Core Viewpoint - Shenzhen Huaqiang (000062.SZ) has received the "Gold Component Partner" certification from Ascend APN and has initiated the development of Ascend application solutions [1] Group 1 - The company will leverage its distribution strength and technical capabilities to enhance the application of Ascend in edge and end-side scenarios [1]