证券代码：002236 证券简称：大华股份 公告编号：2026-007 浙江大华技术股份有限公司 关于为子公司提供担保的进展公告 近日，公司向招商银行股份有限公司杭州分行（以下简称"招行杭州分行"） 出具了《最高额不可撤销担保书》（编号：571XY260113T00012901）（以下简 称"担保书"），约定为子公司浙江华锐捷技术有限公司（以下简称"华锐捷"） 在《授信协议》（编号：571XY260113T000129）项下所负担的所有债务承担连 带责任保证，保证范围为招行杭州分行在授信额度内向华锐捷提供的贷款及其他 授信本金余额之和（最高限额为人民币1,000万元）以及相关利息等其他费用， 保证期间为担保书生效之日起至《授信协议》项下每笔贷款或其他融资或招行杭 州分行受让的应收账款债权的到期日或每笔垫款的垫款日另加三年。 上述担保事项在公司董事会和股东会审议通过的担保额度范围内，无需再次 提交公司董事会或股东会审议。 三、累计对外担保数量及逾期担保的数量 截至 2026 年 1 月 22 日，公司及子公司对外实际担保余额为 895,621.93 万元， 占公司 2024 年末经审计净资产的 24.86%，全 ...

Group 1 - The article discusses the recent policy measures issued by Guangdong province aimed at promoting high-quality development in transportation through artificial intelligence [4][5] - The policy encourages enterprises to focus on core technology breakthroughs and innovation in areas such as end-to-end remote driving, intelligent decision-making, and precise prediction and control [4][5] - The initiative aims to create high-quality data sets, toolchains, and algorithm libraries to facilitate the application of large models in autonomous driving [4][5] Group 2 - The article lists various companies involved in the development of key technologies related to autonomous driving, including 威帝股份, 凯众股份, and 大华股份 [6] - It highlights the importance of advanced systems such as steer-by-wire systems, vehicle-mounted cameras, and heads-up displays (HUD) in the context of intelligent driving [6]

证券之星消息，1月21日计算机设备板块较上一交易日上涨2.9%，中国长城领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。计算机设备板块个股涨跌见下表： 从资金流向上来看，当日计算机设备板块主力资金净流入35.02亿元，游资资金净流出22.56亿元，散户资 金净流出12.46亿元。计算机设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603019 中科曙光 | | 16.36 | 13.63% | -11.18亿 | -9.31% | -5.18 Z | -4.32% | | 000066 中国长城 | | 14.03 Z | 56.10% | -7.14亿 | -28.54% | -6.89 Z | -27.57% | | 002415 海康威视 | | 5.31 Z | 8.66% | -3.19亿 | -5.21% | -2.1 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the AI sector, with the CSI Artificial Intelligence Theme Index rising by 2.68% and significant gains in individual stocks such as Lanke Technology and Zhongke Shuguang [1] - The AI Artificial Intelligence ETF has seen continuous net inflows over the past week, totaling 802 million yuan, with a peak single-day inflow of 318 million yuan [1] - The storage chip sector is experiencing a strong upward trend, driven by rising prices and increased demand due to AI, with companies like SanDisk and Seagate receiving target price upgrades from Citigroup [2] Group 2 - CITIC Securities believes that regional friction provides a window for domestic semiconductor alternatives, with companies like Huawei and Cambricon rapidly improving their chip performance [2] - The CSI Artificial Intelligence Theme Index includes 50 companies involved in providing resources, technology, and application support for AI, with the top ten stocks accounting for 58.08% of the index [2] - The AI Artificial Intelligence ETF closely tracks the CSI Artificial Intelligence Theme Index, reflecting the overall performance of AI-related listed companies [2]

Group 1 - The A-share market has seen a rebound in AI application concept stocks, with Shanghai Steel Union rising over 11% [1] - Other notable gainers include Jiuqi Software and Zhejiang Wenhu Internet, both hitting the 10% limit up, while Jinxi Modern and Zhongkong Technology increased by over 9% [1] - The overall trend indicates a positive momentum in the AI sector, as evidenced by the MACD golden cross signal formation [2] Group 2 - Shanghai Steel Union's market capitalization is approximately 9.791 billion, with a year-to-date increase of 22.29% [2] - Jiuqi Software has a market cap of around 8.217 billion and a year-to-date increase of 19.27% [2] - Zhejiang Wenhu Internet's market cap stands at about 16.3 billion, with a significant year-to-date increase of 40.28% [2]

浙江华睿科技股份有限公司（简称："华睿科技"）日前递交招股书，准备在港交所上市。 IPO前，大华技术有权行使公司32.58%的投票权。傅利泉（非执行董事）及陈爱玲女士（傅利泉的配偶）分别有权行使大华技术31.50%及2.19%的投票 权，被视为大华技术的实际控制人。 9个月营收8.24亿，期内亏损2597万 华睿科技是一家面向全球的、以AI赋能的机器视觉与自主移动机器人（「AMR」）产品及解决方案的企业，业务分为两条业务线：机器视觉及AMR，经 营范畴均属高端设备制造领域。深耕高端设备产业链中上游，华睿科技向新能源、半导体、汽车及PCB等核心战略行业的装备制造商和龙头企业提供关键 组件、产品及整体解决方案。 华睿科技2025年前9个月来自机器视觉收入为5.45亿元，占比为66.2%；来自AMR收入为2.79亿元，占比为33.8%。 在机器视觉业务领域，华睿科技向生态合作伙伴（主要是终端客户及系统集成商）提供全面的机器视觉核心组件及产品，涵盖以自有AI算法平台为核心 的标准视觉产品、AI视觉产品及3D视觉产品以及针对终端客户特定需求而量身定制的解决方案。 在华睿科技的AMR业务中，华睿科技为多个核心战略行业（主 ...

Core Viewpoint - Dahua Technology has announced the progress of its subsidiary Zhejiang Huari Technology Co., Ltd.'s plan to go public, having submitted its application to the Hong Kong Stock Exchange on January 19, 2026, which is a strategic move to optimize business layout and broaden financing channels for the subsidiary [2] Group 1: Company Overview - Huari Technology, founded in 2016, focuses on AI-enabled machine vision and autonomous mobile robots (AMR), emphasizing R&D and technological innovation [3] - The company operates in two main business segments: machine vision and AMR, providing comprehensive solutions for key industries such as new energy, semiconductors, automotive, and PCB [3] - Huari Technology has established a strong global presence, ranking fifth in industrial camera sales and seventh in AMR products by revenue, with a customer satisfaction rate of 96.4% [4] Group 2: Financial Performance - In 2023 and 2024, Huari Technology reported revenues of 1.0503 billion yuan and 902.1 million yuan, respectively, with a gross profit of 352.7 million yuan and 257 million yuan [5] - The company experienced a significant recovery in 2025, with a 27% year-on-year revenue increase in the first nine months, reaching 824 million yuan, and a gross profit increase of 54.4% to 293.6 million yuan [5] - The net loss narrowed to 26 million yuan in the first nine months of 2025, with adjusted EBITDA and net profit turning positive at 20.6 million yuan and 4.7 million yuan, respectively [5] Group 3: Strategic Initiatives - The upcoming IPO is expected to enhance Huari Technology's capital strength, allowing for increased R&D investment and market expansion [6] - The company plans to diversify into emerging verticals such as pharmaceuticals, food and beverage, and new materials while continuing to strengthen its core industry presence [6] - Huari Technology aims to build a more market-oriented incentive mechanism to attract core technical talent post-IPO [6]

华睿科技于 2026 年 1 月 19 日向香港联交所递交了首次公开发行股票并在香 港联交所主板上市的申请资料，并将刊登于香港联交所网站（www.hkexnews.hk）。 前述申请资料是华睿科技按照香港证券及期货事务监察委员会（以下简称"香港 证监会"）和香港联交所的要求编制和刊发，为草拟版本并未定稿，且所载资料 可能会适时作出更新及修订。 结合相关规则要求及公司实际情况，公司已与部分股东签订表决权委托协议， 保证本次分拆完成后，公司作为华睿科技控股股东的地位不发生变化。华睿科技 本次发行上市事项尚需取得中国证券监督管理委员会、香港证监会和香港联交所 等相关监管机构的批准或备案，能否通过上述审核以及通过相关审核的时间均存 在不确定性。公司将根据该事项的进展情况依法及时履行信息披露义务，敬请广 大投资者注意投资风险。 特此公告。 浙江大华技术股份有限公司董事会 2026 年 1 月 20 日 证券代码：002236 证券简称：大华股份 公告编号：2026-006 浙江大华技术股份有限公司 关于分拆所属子公司至香港联交所主板上市的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载 ...

Group 1 - SMIC (688981) is the largest and most advanced wafer foundry in mainland China, mastering 14nm FinFET technology and maintaining the highest capacity in 28nm mature process domestically, providing foundry services for storage chips [1][40] - The company has received multiple rounds of funding from the National Integrated Circuit Industry Investment Fund, playing a key role in breaking overseas dependence in the domestic storage chip manufacturing sector [1][41] - SMIC also participates in setting multiple industry standards in the domestic semiconductor manufacturing field, consolidating its core voice in the industry chain [1][41] Group 2 - North Huachuang (002371) is a leading semiconductor equipment company in Beijing, providing a full range of equipment for storage chip manufacturing, including etching machines and cleaning machines [2][40] - The company has successfully entered the supply chains of domestic storage manufacturers like Yangtze Memory Technologies and Changxin Memory Technologies, breaking the monopoly of foreign manufacturers [2][41] - With the accelerated expansion of domestic storage chip capacity, North Huachuang's equipment orders continue to grow, and it is establishing new production bases in Tianjin and Yixing [2][41] Group 3 - Hua Hong Semiconductor (688347) focuses on specialty process wafer foundry and is a key player in the domestic storage chip sector, specializing in mature processes like 90nm and 55nm [3][40] - The company provides stable foundry services for domestic storage chip design companies and is expanding its specialty process production lines with support from the National Integrated Circuit Industry Investment Fund [3][41] - Hua Hong has also achieved IATF16949 certification for automotive-grade storage chip processes, enhancing its capabilities in the automotive sector [3][41] Group 4 - Zhongwei (688012) is a global leader in semiconductor etching equipment, with its 5nm etching equipment already in commercial application [4][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants like TSMC and Micron [4][41] - Zhongwei's R&D team comprises over 70% of its workforce, and it holds more than a thousand patents, continuously increasing its market share in the etching equipment sector [4][41] Group 5 - Zhaoyi Innovation (603986) is a leading domestic NOR Flash company, ranking among the top three globally, and is one of the few domestic companies involved in DRAM chip design [5][40] - The company has achieved mass production of 19nm DRAM chips, filling a technology gap in the domestic market, and has established deep cooperation with Changxin Memory Technologies [5][41] - Zhaoyi Innovation has received support from the National Integrated Circuit Industry Investment Fund, focusing its R&D investments on high-end storage chips [5][41] Group 6 - Shengyi Technology (600183) is a leading domestic copper-clad laminate manufacturer, playing a crucial role in the localization of basic materials for the storage chip industry [6][40] - The company has entered the supply chains of major domestic storage packaging companies and provides raw materials to international giants like Samsung and SK Hynix [6][41] - Shengyi is expanding its production capacity in Shaanxi and Jiangsu, with its performance steadily growing alongside the increasing demand for domestic storage chips [6][41] Group 7 - Lanke Technology (688008) is a global leader in memory interface chips, with a market share exceeding 40% for DDR4/DDR5 memory interface chips [7][40] - The company has developed solutions for DDR5 memory interfaces in collaboration with Changxin Memory Technologies, promoting the commercialization of domestic storage modules [7][41] - Lanke's R&D investments focus on cutting-edge fields, extending its product layout into storage control chips [7][41] Group 8 - Shennan Circuits (002916) is a leading domestic printed circuit board manufacturer, focusing on high-end PCB and packaging substrate manufacturing [8][40] - The company has developed storage packaging substrates that meet high reliability and density requirements, entering the supply chains of major domestic storage manufacturers [8][41] - Shennan is also expanding its high-end packaging substrate production lines in Wuxi to further meet the needs of the storage industry [8][41] Group 9 - Jiangbolong (301308) is a leading domestic storage module company, focusing on promoting the application of domestic storage chips in various fields [9][40] - The company has established deep cooperation with domestic storage chip manufacturers and has launched products equipped with domestic storage chips [9][41] - Jiangbolong has acquired the global storage brand Lexar to leverage its overseas channels, increasing its international market presence [9][41] Group 10 - Xian Yicai-U (688783) is a key player in the domestic silicon wafer sector, focusing on the production of 12-inch polished wafers and epitaxial wafers [10][40] - The company has achieved mass production of 12-inch wafers, breaking the monopoly of foreign manufacturers [10][41] - Xian Yicai has received multiple rounds of investment from the National Integrated Circuit Industry Investment Fund, continuously releasing production capacity [10][41] Group 11 - Tuo Jing Technology (688072) is a leading domestic thin film deposition equipment manufacturer, with a market share exceeding 60% for PECVD equipment in domestic storage chip manufacturing [11][40] - The company has entered the supply chains of major domestic storage manufacturers and has also supplied equipment to overseas storage companies [11][41] - Tuo Jing's R&D investment exceeds 30%, continuously launching new equipment suitable for advanced 3D NAND processes [11][41] Group 12 - Shengmei Shanghai (688082) is a leading domestic semiconductor cleaning equipment manufacturer, developing advanced cleaning technologies for storage chip manufacturing [12][40] - The company has entered the supply chains of major domestic storage manufacturers and has also penetrated the supply chains of international giants [12][41] - Shengmei is building a new production base in Shanghai to further meet the equipment needs of storage chip manufacturers [12][41] Group 13 - Huarun Micro (688396) is a leading domestic power semiconductor company, providing packaging and testing services for storage chips [13][40] - The company has expanded its production lines for power semiconductors and storage packaging in Chongqing, enhancing its capabilities in the storage sector [13][41] - Huarun Micro's industrial-grade storage chips have achieved AEC-Q100 certification, enabling them to enter the automotive electronics market [13][41] Group 14 - Changchuan Technology (300604) is a leading domestic semiconductor testing equipment manufacturer, focusing on testing equipment for storage chips [14][40] - The company has entered the supply chains of major domestic storage manufacturers and has received investment from the National Integrated Circuit Industry Investment Fund [14][41] - Changchuan has acquired Singapore's STI company to enhance its competitiveness in the storage testing field [14][41] Group 15 - Changdian Technology (600584) is a global leader in semiconductor packaging and testing, providing high-end packaging services for domestic storage chip design companies [15][40] - The company has established R&D centers in Singapore and South Korea, taking on packaging orders from international giants [15][41] - Changdian has received support from the National Integrated Circuit Industry Investment Fund, continuously expanding its advanced packaging capacity [15][41]

Core Viewpoint - The demand for smart security cameras in China is rapidly increasing due to heightened national security awareness and the transition from traditional passive security measures to intelligent proactive warning systems, driven by initiatives like "Digital China" and "Safe China" [1][6]. Industry Overview - Smart security cameras integrate technologies such as artificial intelligence, IoT, and computer vision, distinguishing them from traditional analog cameras by their ability to perform intelligent operations like video content analysis and anomaly detection [2][4]. - The market for smart security cameras in China is projected to reach 1.79 billion users and a market size of $3.5 billion by 2025, marking a year-on-year growth of 5.3% and 12.9% respectively, making it the second-largest market after the United States [1][6]. Industry Entry Barriers - The smart security camera sector requires expertise in various technologies, including audio and video coding, image processing, and network control, creating high entry barriers for new companies [4]. - The rapid technological advancements necessitate continuous product upgrades every 1-2 years, increasing the demand for strong R&D capabilities among industry players [4]. Relevant Policies - The Chinese government has issued several policies to support the development of the smart security industry, including the "14th Five-Year Plan for the Security Industry" and various measures to promote electronic product consumption [5]. Industry Chain - The industry chain consists of upstream components like IC chips and communication modules, midstream manufacturers of smart security cameras, and downstream sales channels including retail and e-commerce platforms [5]. Current Development - The global urbanization trend and rising living standards have made home security a priority, with the smart security camera market showing strong growth potential, projected to reach 487 million users and a market size of $17.2 billion globally by 2024 [6]. Competitive Landscape - The smart camera industry in China features a diverse competitive landscape with brand manufacturers, ODM service providers, and small-scale processing companies, with major brands including Hikvision, Xiaomi, and Arlo [7]. - Brand manufacturers focus on brand management and marketing, while ODM service providers offer comprehensive solutions, leveraging their technical expertise [7]. Domestic Company Analysis - **Hikvision**: Focuses on AI and IoT technologies, with significant revenue from smart home cameras, achieving $4.27 billion in total revenue in the first half of 2025, with smart home camera sales accounting for 54.76% [8]. - **Jiuan Technology**: A manufacturer of smart visual products, reported $0.32 billion in total revenue in the first half of 2025, with smart hardware contributing 79.97% [9]. Development Trends - The integration of AI and edge computing will enhance the proactive capabilities of smart security cameras, enabling better data processing and decision-making [10]. - Privacy protection and compliance requirements are becoming stricter, necessitating the incorporation of security measures in product design [11]. - The business model is shifting from hardware sales to a subscription-based model that includes value-added services like cloud storage and AI analysis [12].