Core Viewpoint - The education security market in China is experiencing significant growth, with the market size expected to exceed 25 billion yuan by 2024 and double to over 60 billion yuan by 2030, driven by government investment, parental concern, and technological advancements [1][13]. Industry Overview - Education security, also known as campus security, focuses on ensuring safety through various hardware and software solutions, including video surveillance systems, alarm systems, and access control systems [2]. - The market demand for education security can be segmented by educational stages, including higher education, primary and secondary schools, and kindergartens [2]. Policy Support - The government has introduced several policies to enhance campus safety, such as the revised "Safety Prevention Requirements for Primary and Secondary Schools and Kindergartens" in April 2022, which outlines safety measures and requirements [4][5]. - The "Guidelines for the Prevention and Handling of Student Bullying" released in March 2024 emphasizes the integration of campus surveillance systems with public security monitoring platforms [4][5]. Industry Chain - The education security industry consists of an upstream segment that includes components like chips and sensors, a midstream segment for security equipment and systems, and a downstream segment comprising schools and educational institutions as end-users [7]. Market Growth - The education security market is projected to grow at a compound annual growth rate (CAGR) of 14.8%, reaching a market size of 60 billion yuan by 2030 [1][13]. - The video surveillance equipment market within education security is expected to reach 139.62 billion yuan by 2024, with the education sector accounting for approximately 6.98 billion yuan [14]. Competitive Landscape - Major players in the education security market include Hikvision, Dahua Technology, and Hanbang High-Tech, which dominate the market due to their technological capabilities and product innovation [17][19]. - Companies like Hikvision and Dahua are focusing on integrating AI and big data into their security solutions to enhance campus safety [19][21]. Development Trends - Technological advancements in AI, big data, and IoT are driving the evolution of education security systems, leading to smarter and more efficient management [23]. - There is a growing emphasis on sustainable development in security equipment design, focusing on energy efficiency and environmental impact [24]. - The implementation of rural revitalization strategies is expected to accelerate the development of security infrastructure in rural schools, expanding the market further [26].

6月6日，市场全天震荡分化，三大指数涨跌不一。 全市场热门ETF中，计算机ETF（159998）走势震荡，截至收盘微跌0.11%，溢折率0.88%，盘中频现溢 价交易。成交额近1亿元。成分股中，石基信息涨停，深信服、江波龙、光环新网、太极股份、浪潮信 息等股跟涨。 申万宏源证券6月3日研报表示，以最新数据来看，从PB-ROE相对位置出发，当前计算机已进入"估值中 枢+盈利极值"的历史性底部区间，其风险收益比与2019年通信行业启动前高度相似，其PB-ROE位置类 似2019年底的通信。计算机自2015年之后，行业开始进入盈利下行周期，目前已连续7年保持盈利低 位。截至2025Q1，计算机ROE-TTM为1.7%，分位数达到1.6%的历史低位，PB为2.6，处于2010年以来 40%分位。展望后续，随着人工智能产业趋势持续进步、AIAgent渗透率逐步上行、国产创新加速、 AIGC重构内容产业，计算机和传媒ROE有望触底回升。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 计算机ETF（159998）近期持续受到资金青睐，Wind数据显示，该ETF昨日获超5 ...

截至6月5日收盘，足球概念上涨3.38%，位居概念板块涨幅第3，板块内，22股上涨，金陵体育20%涨 停，共创草坪涨停，康力源、星辉娱乐、雷曼光电等涨幅居前，分别上涨11.01%、8.98%、6.16%。跌 幅居前的有三柏硕、森马服饰、奥瑞金等，分别下跌3.96%、2.75%、0.17%。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300651 | 金陵体 育 | 20.02 | 36.24 | 6390.33 | 8.40 | | 300043 | 星辉娱 乐 | 8.98 | 21.30 | 5350.82 | 4.57 | | 600158 | 中体产 业 | 1.99 | 8.66 | 4428.39 | 6.04 | | 002415 | 海康威 视 | 0.81 | 0.29 | 3828.01 | 5.08 | | 300162 | 雷曼光 电 | 6.16 | 13.28 | 2852.94 | 8 ...

Core Viewpoint - The intelligent license plate recognition system is becoming an essential part of modern traffic management, significantly improving efficiency and accuracy in various applications such as highway tolls, urban traffic management, and security monitoring [1][14]. Industry Overview - The license plate recognition system utilizes advanced technology to monitor and identify vehicle license information in real-time, playing a crucial role in modern intelligent traffic management [3]. - The market size of China's license plate recognition system industry reached 1.556 billion yuan in 2023, with an expected growth to 2.398 billion yuan by 2029, reflecting a compound annual growth rate (CAGR) of 7.47% [1][14]. Industry Chain - The upstream of the license plate recognition system industry includes components such as chips, sensors, displays, power supplies, and enclosures, with chips being the core component for image processing [8]. - The downstream applications encompass traffic management, vehicle monitoring, and parking management, highlighting the system's versatility in various sectors [8]. Competitive Landscape - The license plate recognition system industry is characterized by low concentration, with numerous small-scale enterprises. Major players include Hikvision, Dahua Technology, and Jieshun Technology, each leveraging their strengths in video monitoring and parking management [16][17]. Development Trends - Multi-modal recognition is identified as a future trend, integrating various sensors and data sources for enhanced vehicle identification and monitoring [21]. - Product differentiation is crucial for competitive advantage, necessitating improvements in service quality, functionality, and customization to meet diverse customer needs [22]. - Increased emphasis on data security and privacy protection is anticipated, driven by regulations such as the Personal Information Protection Law in China, requiring companies to adopt advanced data management practices [24].

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中韩自贸区 | 4.23 | 特钢概念 | -0.93 | | 细胞免疫治疗 | 3.87 | 医疗废物处理 | -0.51 | | 重组蛋白 | 3.64 | 果指数 | -0.41 | | 足球概念 | 3.56 | 无线充电 | -0.39 | | 毛发医疗 | 3.51 | 光热发电 | -0.33 | | CRO概念 | 3.41 | 深圳国企改革 | -0.24 | | 创新药 | 3.38 | F5G概念 | -0.23 | | 培育钻石 | 3.11 | 租售同权 | -0.22 | | 仿制药一致性评价 | 3.08 | 一体化压铸 | -0.21 | | 眼科医疗 | 3.08 | 硅能源 | -0.18 | 资金面上看，今日足球概念板块获主力资金净流入662.48万元，其中，14股获主力资金净流入，8股主 力资金净流入超千万元，净流入资金居首的是粤传媒，今日主力资金净流入9298.90万元，净流入资金 居前的还有蒙草生态、金陵体育、中体产业等，主力资金分别净流入56 ...

证券代码：002415 证券简称：海康威视 公告编号：2025-026 号 杭州海康威视数字技术股份有限公司 二、其他说明 关于公司回购股份的进展公告 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、误导性陈述或重大遗漏。 杭州海康威视数字技术股份有限公司（以下简称"海康威视"或"公司"） 于 2024 年 12 月 9 日、2024 年 12 月 25 日召开公司第六届董事会第四次会议、 2024 年第二次临时股东大会，审议通过了《关于回购公司股份方案的议案》，同 意公司通过深圳证券交易所交易系统以集中竞价交易方式回购公司部分已在境 内发行的人民币普通股（A 股）股票。回购资金总额不超过人民币 25 亿元（含）， 不低于人民币 20 亿元（含），回购价格不超过人民币 40 元/股（含），回购所 需资金来源于公司自有资金及股票回购专项贷款，回购期限为自公司股东大会审 议通过回购股份方案之日起不超过十二个月。本次回购的股份将用于依法注销减 少注册资本。具体内容详见刊载于巨潮资讯网的《第六届董事会第四次会议决议 公告》《关于回购公司股份方案的公告》《2024 年第二次临时股东大会决议公 ...

行 业 及 产 业 2025 年 06 月 02 日 EDA 加强对华管制！香港发布《稳 行 业 研 究 / 行 业 点 评 相关研究 《Robotaxi 盈利弹性来源！AI 产业三大进 展—— 计算机行业周报 20250519- 20250523 》 2025/05/24 《算力当前三大关注！ ——计算机行业周 报 20250512-20250516 》 2025/05/17 证券分析师 黄忠煌 A0230519110001 huangzh@swsresearch.com 洪依真 A0230519060003 hongyz@swsresearch.com 胡雪飞 A0230522120002 huxf@swsresearch.com 刘洋 A0230513050006 liuyang2@swsresearch.com 研究支持 崔航 A0230524080005 cuihang@swsresearch.com 徐平平 A0230123060004 xupp@swsresearch.com 曹峥 A0230525040002 caozheng@swsresearch.com 陈晴华 A023012309001 ...

Group 1 - The Indian government has implemented a policy requiring all network surveillance devices sold in India to undergo mandatory certification through government laboratories, citing "preventing potential espionage" as the reason [1] - Major brands affected by this policy include Hikvision, Dahua, Xiaomi, and others, with the policy taking effect from April 9 [1] - The new regulations require companies to submit hardware, software, and source code for review, and allow Indian officials to conduct cybersecurity audits on overseas factories [1] Group 2 - As of May 28, there are 342 applications pending approval, with only 35 certifications completed, and only one foreign company (non-Chinese) has passed the certification [1] - The policy has led to significant financial impacts, with CP Plus experiencing a 50% decline in retail sales due to certification delays [2] - Despite India's push for local alternatives, Hikvision and Dahua together hold a 30% market share in India's surveillance equipment market, with 80% of components sourced from China [2]

Wind数据显示，截至2025年5月30日 11:06，中证数字经济主题指数(931582)下跌1.45%。成分股方面涨 跌互现，恒生电子(600570)领涨0.72%，沪硅产业(688126)上涨0.21%，龙芯中科(688047)上涨0.11%；华 大九天(301269)领跌4.66%，寒武纪(688256)下跌4.06%，德赛西威(002920)下跌4.04%。数字经济 ETF(560800)下跌1.74%，最新报价0.73元。流动性方面，数字经济ETF盘中换手1.37%，成交1025.70万 元。拉长时间看，截至5月29日，数字经济ETF近1年日均成交2294.51万元。（以上所列示股票为指数 成份股，仅做示意不作为个股推荐。过往持仓情况不代表基金未来的投资方向，也不代表具体的投资建 议，投资方向、基金具体持仓可能发生变化。市场有风险，投资需谨慎。) | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300059 | 东方财富 | -1.15% | 8.12% | | 688889 | 中芯国际 | -1.55% | 6.58% | | 30 ...

转自：草原云 老师在实训室讲解机器人与数控机床协作的操作。 "让机器人抓取零件，调整角度……"在内蒙古电子信息职业技术学院实训中心智能制造协同创新中心数 字孪生生产线上，电子工程教研室主任李海珠边操控手中的控制器，边给学生讲解机器人与数控机床协 作的操作。 孙树林作为企业导师，已经入校讲课近10年了，他说："我的课程是物联网相关专业的核心课程，课程 标准都是与学校老师共同制定的，我主要讲一些我经手过的典型工程案例，传授实操经验。" 眼前的这套生产线通过虚实结合的方式，精准复制了企业自动化生产线的工业场景，在这里，学生可以 操作机床、操控机器人、加工零件。"为了与企业需求无缝衔接，我们不仅打造了真实的实训场景，还 采取项目化教学方式，嵌入企业项目实战，以提升学生将来就业的适应能力和解决实际问题能力。"李 海珠介绍。 企业导师在上课。 学生在智能物联网产教融合实践中心实训。 学生在智能终端实训设备上实操。 像这样的实训场景，在内蒙古电子信息职业技术学院还有很多。在智能物联网产教融合实践中心的系统 集成实训室，来自内蒙古杰尔电讯技术有限公司的总工程师孙树林正在给学生上智能系统应用与维护课 程。他一边讲课，一边在实训 ...