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深圳华强(000062) - 2025年8月8日投资者关系活动记录表
2025-08-12 02:31
Group 1: Market Trends and Price Observations - The prices of electronic components have experienced a downward trend for two consecutive years in 2023 and 2024, with most prices now at the bottom [1] - Intense price competition is accelerating the reshuffling of the upstream chip design industry and the clearing of excess capacity [1] - There is potential for quality manufacturers in the industry to raise prices, but the timing and widespread trend of such increases remain to be observed [1] Group 2: Partnerships and Collaborations - The company is a major authorized distributor for HiSilicon, promoting various IC products and has seen significant revenue growth in HiSilicon product lines in 2024 and Q1 of this year [1] - The company has received the "Gold Component Partner" certification from Ascend, aiming to leverage its distribution strength and application development capabilities to enhance Ascend AI applications, particularly in industrial inspection, intelligent color selection, autonomous mobile robots (AMR), and low-altitude aircraft [2]
深圳华强北叫停小孩代送外卖,街道约谈平台
3 6 Ke· 2025-08-06 06:30
【#深圳华强北叫停小孩哥代送外卖#,街道已约谈相关平台】 据极目新闻报道,8月4日晚,网上流传着一份《关于不要让孩子参与代送外卖活动的通知》,落款为华 强北街道办事处。8月5日,记者从深圳市福田区华强北街道办事处得到证实,该通知确为街道发出,面 向辖区全体商户及物业公司。 通知中呼吁,请各商户从即日起,不要再让孩子参与"代送外卖",也不要允许本商圈内的外卖由孩子代 送,"街道已约谈相关外卖平台,禁止让孩子代送外卖。" 据此前报道,近日深圳华强北赛格大厦附近出现一群"小孩哥"、"小孩姐"做暑期"代送外卖",为外卖骑 手打通爬楼"最后100米"。记者在现场看到主要是成年人带着二维码接外卖骑手的单,再交给学生送上 楼,每单1-2元不等。据悉,代送的"小孩哥姐"从小学生到高中生都有,代送区域往往都是限定的大 厦。由于其父母大多在华强北片区上班,因此他们对高楼换乘比较熟悉。 ...
氪星晚报 | 华为宣布CANN全面开源开放,共建昇腾生态;深圳华强:与宇树科技业务合作正处于推进阶段,规模有待进一步提升;腾讯等入股赛丽科技公司,后者为...
3 6 Ke· 2025-08-05 12:22
Group 1: Company Announcements - Huawei announced the full open-source of CANN and the Mind series application enablement suite, supporting user-driven deep exploration and custom development [1] - Pfizer reported Q2 revenue of $14.65 billion, exceeding market expectations, and projected annual adjusted EPS of $2.90 to $3.10, with expected annual revenue of $61 billion to $64 billion [2] - Shenzhen Huaqiang is in the process of advancing its business cooperation with Yushu Technology, with the scale yet to be further enhanced [2] Group 2: Corporate Developments - Geely responded to rumors regarding the restructuring of its intelligent driving team, stating that the integration plan and involved brands are still under discussion [3] - All Nippon Airways plans to establish a joint venture with Joby Aviation to provide air taxi services in Japan, aiming to deploy over 100 air taxis [3] - Xiaomi's investment fund has acquired a stake in Chongqing Huahui Paint Co., increasing its registered capital from approximately 27.78 million RMB to about 31.67 million RMB [2] Group 3: New Products and Innovations - VinFast inaugurated its electric vehicle assembly plant in India, with an initial capacity of 50,000 units per year, expandable to 150,000 units [5][6] - Qiang Brain Technology is seeking to raise funds at a valuation exceeding $1.3 billion, potentially preparing for an IPO in Hong Kong or mainland China [7] - Wanxing Technology launched the Wanxing Tianmu dual-end creation platform and a new mobile AIGC application, with AI video generation starting at 0.25 RMB per video [7] Group 4: Market Trends and Insights - Yu Tree Technology released a new quadruped robot dog, Unitree A2, weighing approximately 37 kg with a maximum running speed of 5 m/s [8] - Dajia Weikang expressed optimism about the potential of traditional Chinese medicine and innovative drugs, closely monitoring and exploring feasibility for future layouts [9] - The futures market in China has surpassed 2.6 million effective clients, marking a historical high with a year-on-year growth of 12% [9]
氪星晚报 | 华为宣布CANN全面开源开放,共建昇腾生态;深圳华强:与宇树科技业务合作正处于推进阶段,规模有待进一步提升;腾讯等入股赛丽科技公司,后者为无晶圆芯片设计公司
3 6 Ke· 2025-08-05 12:11
Group 1: Company Announcements - Huawei announced the comprehensive open-source of CANN, enabling users to develop and customize applications independently [1] - Pfizer reported Q2 revenue of $14.65 billion, exceeding market expectations, and projected annual revenue between $61 billion and $64 billion [2] - Xiaomi's investment fund has acquired shares in Chongqing Huahui Paint Co., increasing its registered capital from approximately 27.78 million RMB to about 31.67 million RMB [5] Group 2: Industry Developments - VinFast's new electric vehicle assembly plant in India has officially opened, with an initial production capacity of 50,000 units per year, potentially increasing to 150,000 units [5] - All Nippon Airways (ANA) plans to establish a joint venture with Joby Aviation to provide air taxi services in Japan, aiming to deploy over 100 air taxis [3] - Tencent has invested in Sairi Technology, a waferless chip design company, indicating a trend towards semiconductor innovation [4] Group 3: Market Trends - The futures market in China has reached a record high of 2.6 million effective clients, with a 12% year-on-year growth [10] - The Japanese central bank's committee members expressed concerns that a rapid reduction in bond purchases could impact market stability [9][10]
深圳华强:与宇树科技业务合作正处于推进阶段,未销售宇树机器人产品
Xin Lang Ke Ji· 2025-08-05 09:32
Core Viewpoint - The company is actively collaborating with Hangzhou Yushu Technology Co., Ltd., with ongoing efforts to enhance the scale of their business partnership [1] Group 1 - The company primarily engages in the trading and trading services of electronic components [1] - The collaboration with Yushu Technology is still in the advancement stage, indicating potential for future growth [1] - The company has not sold Yushu's robotic products directly, but merchants within its "Huaqiang Electronic World" do offer these products [1]
深圳华强:与宇树科技的业务合作正处于推进阶段 旗下商户有销售宇树机器人产品
Di Yi Cai Jing· 2025-08-05 09:30
深圳华强在互动平台表示,公司主要从事电子元器件的交易及交易服务,和杭州宇树科技股份有限公司 的业务合作正处于推进阶段,规模有待进一步提升。公司未销售宇树机器人产品,公司旗下"华强电子 世界"的商户有销售宇树机器人产品。 (本文来自第一财经) ...
深圳华强:与宇树机器人的业务合作正处于推进阶段,公司未销售宇树机器人产品
Mei Ri Jing Ji Xin Wen· 2025-08-05 09:19
每经AI快讯,8月5日,深圳华强在互动平台表示,公司主要从事电子元器件的交易及交易服务,和杭 州宇树科技股份有限公司的业务合作正处于推进阶段,规模有待进一步提升。公司未销售宇树机器人产 品,公司旗下"华强电子世界"的商户有销售宇树机器人产品。 (文章来源:每日经济新闻) ...
深圳华强北叫停“跑楼小孩”送外卖:街道已约谈相关平台
Qi Lu Wan Bao· 2025-08-05 09:12
"暑假兼职宣布剧终。"8月4日晚,网上流传着一份《关于不要让孩子参与代送外卖活动的通知》,落款 为华强北街道办事处。 8月5日,记者从深圳市福田区华强北街道办事处得到证实,该通知确为街道发出,面向辖区全体商户及 物业公司。街道相关负责人介绍,除了告示上提及的、党群服务中心为居民和商户提供免费的全托班、 兴趣班等服务,街道及社区图书馆还将同步延长开放时间,为孩子们提供安静、舒适的学习环境。 通知中提到,近期,部分商户及物业人员的未成年子女在华强北参与"代送外卖","家长培养孩子独立 能力和'远离电子产品,参与社会实践'的初衷值得理解和肯定。但由于孩子尚小,此类活动存在不可预 测的安全隐患,也可能涉及相关法律问题,已引起广泛的关注和讨论。" 通知中呼吁,请各商户从即日起,不要再让孩子参与"代送外卖",也不要允许本商圈内的外卖由孩子代 送,"街道已约谈相关外卖平台,禁止让孩子代送外卖。" 此前报道: 最近,深圳华强北赛格大厦附近出现一群"小孩哥"、"小孩姐"做暑期"代送外卖",为外卖骑手打通爬 楼"最后100米"。记者在现场看到主要是成年人带着二维码接外卖骑手的单,再交给学生送上楼。 来自湖南的小河是初三学生,今年 ...
深圳华强(000062.SZ)未销售宇树机器人产品
Ge Long Hui· 2025-08-05 09:05
格隆汇8月5日丨深圳华强(000062.SZ)在互动平台表示,公司主要从事电子元器件的交易及交易服务, 和杭州宇树科技股份有限公司的业务合作正处于推进阶段,规模有待进一步提升。公司未销售宇树机器 人产品,公司旗下"华强电子世界"的商户有销售宇树机器人产品。 ...
叫停“跑楼小孩”!深圳华强北发通知
Qi Lu Wan Bao· 2025-08-05 08:32
转自:羊城派 "暑假兼职宣布剧终。"8月4日晚,网上流传着一份《关于不要让孩子参与代送外卖活动的通知》,落款为 华强北街道办事处。8月5日,记者从深圳市福田区华强北街道办事处得到证实,该通知确为街道发出,面 向辖区全体商户及物业公司。街道相关负责人介绍,除了告示上提及的、党群服务中心为居民和商户提供 免费的全托班、兴趣班等服务,街道及社区图书馆还将同步延长开放时间,为孩子们提供安静、舒适的学 习环境。 通知中提到,近期,部分商户及物业人员的未成年子女在华强北参与"代送外卖","家长培养孩子独立能力 和'远离电子产品,参与社会实践'的初衷值得理解和肯定。但由于孩子尚小,此类活动存在不可预测的安 全隐患,也可能涉及相关法律问题,已引起广泛的关注和讨论。" 华强北街道相关负责人向记者介绍,街道根据各社区基础情况,辖区党群服务中心精心策划推出覆盖学 习、运动、社会实践、科普体验等多元化暑期服务项目,尽量满足更多家长和孩子的需求。与此同时,街 道还联合深圳市文化馆、深圳市博物馆、深圳市科学馆等九家公共文化场馆,面向青少年免费开放、免预 约进入;街道及社区图书馆同步延长开放时间,为孩子们提供安静、舒适的学习环境。 华强北 ...