证券日报网讯 2月26日，深圳华强在互动平台回答投资者提问时表示，公司截至2026年2月13日的股东 总数为103876户。 （文章来源：证券日报） ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司对临一云川的持股比例是多少？ 深圳华强（000062.SZ）2月26日在投资者互动平台表示，我司未投资上述公司。 （文章来源：每日经济新闻） ...

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。 ...

Core Insights - Shenzhen Huaqiangbei is a significant hub for global smart products and has become a source for this year's tech-related consumer goods, reflecting a deep integration of consumption upgrades and technological innovation [1] Group 1: Consumer Trends - The Spring Festival shopping activities in Shenzhen Huaqiangbei are thriving, featuring a variety of high-tech products such as drones, AI glasses, smart translators, and emotional interaction robots, attracting both local citizens and overseas customers [1] - Consumers are increasingly favoring products that incorporate smart technology, ranging from musical instruments to toys and robots, indicating a shift in purchasing preferences towards tech-enhanced goods [3] Group 2: Market Performance - The daily foot traffic in Huaqiangbei has exceeded 750,000 since the start of the Spring Festival activities, representing a 10% to 15% increase compared to regular days [7] - Sales in various markets and shopping malls in Huaqiangbei have increased by approximately 30% year-on-year, with the rise in foot traffic also boosting related industries such as dining and hospitality, which saw an 8% increase in revenue [9] Group 3: Export Growth - According to Shenzhen Customs, the export scale of high-tech products is expected to surpass 700 billion yuan by 2025, with a growth rate exceeding 10%, showcasing the unique appeal of these tech consumer goods driven by innovation [11]

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]

Core Viewpoint - The consumption trend in Shenzhen is experiencing a significant boost as the Spring Festival approaches, particularly driven by the "Guanghuo Xing Tianxia" promotional campaign for consumer electronics [1] Group 1: Sales Performance - Overall sales of technology products in Huaqiangbei have increased by over 30% compared to regular days in the past two months [1] - Sales of AI glasses have surged by 70% to 80% [1] - Sales of drones and robots have risen by 30% to 50% [1] Group 2: Market Dynamics - The number of foreign merchants visiting has doubled year-on-year, increasing by 100% [1] - Technology-related products have become a focal point in the Spring Festival consumption market, frequently making headlines [1]

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].