Group 1: AI Industry Insights - The China Securities Artificial Intelligence Theme Index (930713) decreased by 0.19% as of June 23, 2025, with component stocks showing mixed performance, led by Guangdian Yuntong (002152) up 3.88% and Kewo Si (603486) down [1] - The AI Artificial Intelligence ETF (512930) has a latest price of 1.3 yuan and a total scale of 1.986 billion yuan, with a net inflow of 10.4455 million yuan recently [1] - Beijing has issued a document promoting the integration of AI and AIGC technologies with the gaming and e-sports industry, aiming to accelerate innovation in game development and operations [1] - Zhongyuan Securities forecasts that AI computing demand will remain strong in the second half of 2025, with rapid growth in cloud-side AI hardware infrastructure and innovations in AI applications such as smart glasses and intelligent driving [1] Group 2: Consumer Electronics Sector - The China Securities Consumer Electronics Theme Index (931494) increased by 0.89% as of June 23, 2025, with notable gains from SMIC (688981) up 4.00% and Jiangbolong (301308) up 3.38% [4] - The Consumer Electronics ETF (561600) rose by 0.90%, with a one-year net value increase of 14.55% as of June 20 [4] - The Consumer Electronics ETF has seen a significant increase of 6 million shares in the last three months [4] Group 3: Online Consumption Market - The China Securities Hong Kong-Shenzhen Online Consumption Theme Index (931481) showed mixed results among component stocks, with Huace Film & TV (300133) leading at 1.86% [7] - The Online Consumption ETF Fund (159793) increased by 0.11%, with a one-year net value growth of 35.19% as of June 20 [7] Group 4: Index Composition - The China Securities Artificial Intelligence Theme Index includes 50 listed companies involved in providing resources, technology, and applications for AI, with the top ten stocks accounting for 51.56% of the index [10] - The top ten stocks in the China Securities Consumer Electronics Theme Index represent 53.04% of the index, including SMIC (688981) and Luxshare Precision (002475) [13] - The China Securities Hong Kong-Shenzhen Online Consumption Theme Index's top ten stocks account for 56.98%, featuring major players like Alibaba-W (09988) and Tencent Holdings (00700) [16]

分析师：邹臣 登记编码：S0730523100001 zouchen@ccnew.com 021-50581991 证券研究报告-行业半年度策 略 电子相对沪深 300 指数表现 人工智能创新百花齐放，半导体自主可控 加速推进 相关报告 《电子行业月报：美国半导体出口管制再升 级，存储器价格持续回升》 2025-06-13 《电子行业月报：半导体行业 25Q1 稳健增 长，端侧 AI 助力 SoC 厂商高速成长》 2025-05-12 《电子行业月报：美国"对等关税"政策落地， 关注半导体自主可控方向》 2025-04-08 投资要点： 回顾 2025 年上半年，DeepSeek 通过技术创新引领国产大模型崛 起，助力 AI 应用大规模落地，人工智能创新持续推进，AI 眼镜新 品陆续发布，比亚迪推动"智驾平权"，全民智驾时代开启，特斯 拉计划 2025 年生产数千台具身智能机器人，2026 年计划将产能提 升至 5 万台以上，具身智能机器人进入量产阶段；半导体行业上半 年延续复苏趋势，美国"对等关税"政策落地，美国半导体出口管制 不断升级，国内半导体产业自主可控需求仍然迫切。展望 2025 年 下半年，AI ...

内容概况：我国热释电红外传感器技术起步于20世纪70年代，早期主要应用在军事领域，随着技术不断 进步、成本逐步下降，市场逐渐向民用领域扩张。近年来，随着热释电红外传感器行业技术的日益成 熟，劳动生产率不断提高，加上中国制造的成本优势，中国逐步成为全球热释电红外传感器制造中心。 与此同时，在我国LED照明、安防监控需求快速增长的拉动下，我国热释电红外传感器市场规模持续扩 大。据统计，中国热释电红外传感器行业市场规模从2015年的3.65亿元增长至2024年的15.99亿元，年复 合增长率为17.84%。未来，随着物联网等技术的不断成熟，热释电红外传感器的应用将会更加广泛， 同时随着科学技术的不断发展，新材料的突破有可能进一步推动热释电红外传感器的发展。 关键词：热释电红外传感器、市场规模、产量、需求量、红外滤光片、销售额、智能家居 一、热释电红外传感器行业概述 热释电红外传感器（Pyroelectric Infrared Detector，PIR）是利用热释电材料的自发极化强度随温度变化 的特性，以非接触形式检测出人体辐射的红外线能量的变化，并将其转换成电信号，以电压或电流形式 输出，并通过将输出的信号放大，达 ...

金融界6月19日消息，上证指数低开低走，中证工业4.0指数 (工业4.0，399803)下跌0.61%，报3756.53 点，成交额393.62亿元。 数据统计显示，中证工业4.0指数近一个月下跌2.02%，近三个月下跌13.07%，年至今下跌0.12%。 据了解，中证工业4.0指数选取与工业4.0相关的控制硬件、控制软件、终端硬件提供商，以及其他受益 于工业4.0代表性上市公司证券作为指数样本，以反映工业4.0主题公司的整体表现。该指数以2012年06 月29日为基日，以1000.0点为基点。 从指数持仓来看，中证工业4.0指数十大权重分别为：中科曙光（5.54%）、立讯精密（5.2%）、工业富 联（5.17%）、兆易创新（5.1%）、京东方A（5.04%）、北方华创（5.0%）、韦尔股份（4.93%）、汇 川技术（4.91%）、海康威视（4.9%）、中兴通讯（4.88%）。 从中证工业4.0指数持仓的市场板块来看，深圳证券交易所占比56.59%、上海证券交易所占比43.18%、 北京证券交易所占比0.23%。 从中证工业4.0指数持仓样本的行业来看，信息技术占比60.31%、工业占比33.87%、通信服务 ...

导读： 本届科创金牛奖围绕科技创新主题，聚焦新一代信息技术、人工智能、航空航天、新能源、新材料、高端装备、生物医药、量子科技八大战略性新兴产 业。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 6月14日，由中国证券报主办的2025科创金牛奖颁奖典礼在上海市普陀区举行，2025科创金牛奖获奖名单现场揭晓。 本届科创金牛奖围绕科技创新主题，聚焦新一代信息技术、人工智能、航空航天、新能源、新材料、高端装备、生物医药、量子科技八大战略 性新兴产业，展示相关领域的优秀上市公司和未上市企业，促进科创产业健康、可持续、高质量发展。96家上市公司荣获金牛上市公司科创 奖；79家未上市企业荣获金牛科创企业奖。 新兴高科技企业的涌现，离不开金融活水的精准滴灌和耐心资本的悉心陪伴。9家银行、4家保险机构、5家证券公司、8家PE/VC投资机构和 5家科技园区，分获金牛银行支持科创奖、金牛保险支持科创奖、金牛证券支持科创奖、金牛PE/VC支持科创奖、金牛园区支持科创奖。 "金牛奖"是中国证券报鼎力打造的金融品牌，是中国资本市场最具影响力的奖项。科创金牛奖评选旨在 ...

13 June 2025 | 9:16PM HKT Hikvision (002415.SZ): 2Q gradual recovery on overseas and innovative business; Multi-modal AI models to enhance performance; Neutral 2Q25 outlook: We expect Hikvision 2Q25 revenues to grow 5% YoY (vs. 1Q25 at 4% YoY), or 33% QoQ to Rmb24.7bn on better seasonality, and on overseas and innovative business expansion. We model 2Q25 GM at 43.9%, improving from 4Q24 GM at 41.6% as the company is focusing on business with higher margin. We expect it will still take time to see improving ...

Group 1 - The core index, the China Securities Intelligent Manufacturing Theme Index, has experienced a decline of 2.94% over the past month, 13.52% over the past three months, and 2.78% year-to-date [1] - The index includes companies that provide key technological equipment and core supporting software for intelligent manufacturing, as well as those applying intelligent manufacturing in production [1] - The index's top ten weighted stocks include BOE Technology Group (5.08%), SMIC (5.01%), North Huachuang (4.97%), Cambricon (4.8%), and others [1] Group 2 - The index is adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Public funds tracking the intelligent manufacturing theme include Hua Bao CSI Intelligent Manufacturing Theme ETF Connect A, Hua Bao CSI Intelligent Manufacturing Theme ETF Connect C, and Hua Bao Intelligent Manufacturing ETF [2] - The index's holdings are primarily concentrated in the Shenzhen Stock Exchange (53.58%) and the Shanghai Stock Exchange (46.42%) [1]

Hikvision (002415.SZ): 2Q gradual recovery on overseas and innovative business; Multi-modal AI models to enhance performance; Neutral 13 June 2025 | 9:16PM HKT c45a43530f604d12bcb9a82b5aa6b9f6 Goldman Sachs 2Q25 outlook: We expect Hikvision 2Q25 revenues to grow 5% YoY (vs. 1Q25 at 4% YoY), or 33% QoQ to Rmb24.7bn on better seasonality, and on overseas and innovative business expansion. We model 2Q25 GM at 43.9%, improving from 4Q24 GM at 41.6% as the company is focusing on business with higher margin. We e ...

专利摘要显示，本申请提供一种图像处理方法、装置及设备，该方法包括：对待处理图像进行分析得到 目标区域和非目标区域；基于目标区域对应的第一QP调整值和原始QP值确定目标区域的第一目标QP 值，基于非目标区域对应的第二QP调整值和原始QP值确定非目标区域的第二目标QP值；其中，第一 QP调整值小于第二QP调整值，且第一QP调整值大于或等于0；采用第一目标QP值和第二目标QP值对待 处理图像进行编码得到编码后图像；其中，第一目标QP值用于控制目标区域的压缩率，第二目标QP值 用于控制非目标区域的压缩率；基于编码后图像生成HEIF图像，存储HEIF图像和/或传输HEIF图像。 金融界2025年6月14日消息，国家知识产权局信息显示，杭州海康威视数字技术股份有限公司申请一项 名为"一种图像处理方法、装置及设备"的专利，公开号CN120151542A，申请日期为2023年12月。 天眼查资料显示，杭州海康威视数字技术股份有限公司，成立于2001年，位于杭州市，是一家以从事计 算机、通信和其他电子设备制造业为主的企业。企业注册资本923319.8326万人民币。通过天眼查大数 据分析，杭州海康威视数字技术股份有限公司共对外 ...

Group 1 - The football concept sector experienced a decline of 3.36%, ranking among the top declines in concept sectors, with major declines seen in companies like Yue Media, Xinghui Entertainment, and Kangli Source [1][2] - Among the football concept stocks, only five showed an increase, with Tianfu Cultural Tourism leading at 7.27%, followed by Zhongti Industry at 1.25% and Jinling Sports at 1.16% [1][2] - The net outflow of main funds from the football concept sector reached 397 million yuan, with 26 stocks experiencing net outflows, and eight stocks seeing outflows exceeding 30 million yuan [2][3] Group 2 - The top net outflow stocks included Yue Media with a net outflow of 82.19 million yuan, Xinghui Entertainment with 78.83 million yuan, and Tanjia with 69.15 million yuan [2][3] - Conversely, the stocks with the highest net inflow included Tianfu Cultural Tourism with 164 million yuan, Zhongti Industry with 58.18 million yuan, and Shanghai Port Group with 10.06 million yuan [2][3] - The overall trading activity in the football concept sector showed significant volatility, with stocks like Yue Media and Xinghui Entertainment experiencing substantial declines of 10.02% and 10.96% respectively [2][3]