| 闻泰科技邀荷兰安世股权托管人会谈 12月9日，闻泰科技已正式向荷兰方面指定的安世半导体（Nexperia）股权托管人迪里克（Guido Dirick）等人发出函件，提议就安世半导体相关争议开展 建设性会谈，以期通过对话弥合分歧、寻求符合各方利益的长期解决方案。 此前荷兰企业法庭作出裁决，"剥夺"闻泰科技对荷兰安世半导体之控制权和CEO张学政职务，同时任命迪里克担任安世半导体的非执行董事，赋予其决定 性投票权及独立代表权。 消息人士称，邀请会谈的核心议题，预计将围绕恢复闻泰科技对安世半导体的合法控制权与完整股东权益展开。 但截至目前，闻泰科技方面并未收到迪里克、或其他在荷兰法院授意之下代行荷兰安世半导体控制权董事或高管的回复。 转自： 21 世纪经济报道 | 闻泰科技发布《关于重大资产出售的进展公告》 12月9日消息，闻泰科技发布《关于重大资产出售的进展公告》，披露了其向立讯精密及其关联公司转让多项资产的最新进展情况。据悉，此次 重大资产出售是闻泰科技今年年初启动的ODM业务调整计划的关键组成部分，目前整体交易已接近尾声。 根据公告及此前披露信息，闻泰科技此次以现金交易方式向立讯精密工业股份有限公司及立讯通 ...

闻泰科技公告称，公司拟向立讯精密等转让昆明闻讯等公司股权及业务资产包。截至公告披露日，印度 闻泰相关业务资产包已完成转移，仅印度土地需交易对方配合进行资产权属变更。除印度资产交易尾款 1.61亿元未支付外，公司已收到其余交易价款，将继续与交易对方沟通付款事宜，并按要求履行信息披 露义务。 ...

立讯精密：与XREAL合作在无锡、昆山等地设立光学工厂，其中无锡工厂全自动化产线承担了关键部 件的量产任务，在轻量化设计和超薄光波导镜片工艺上的突破。 龙旗科技：与XREAL签署了AI/AR产业链战略协议，会为Project Aura提供硬件技术支持，助力该AR眼 镜的硬件性能优化。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 谷歌将于北京时间12月9日凌晨2点举行Android XR特别发布会，据悉将推出全球首款搭载Android XR平 台+Gemini AI的消费级AR眼镜Project Aura，标志着AR产业正式迈入"AI+空间计算"的全新阶段。 发布会最大亮点是Gemini AI将被深度集成至Android XR平台，实现上下文感知对话和自然语言虚拟助 手功能。用户可通过Gemini进行设备控制、信息查询和实时翻译等多维交互，极大增强交互体验。谷歌 Android XR平台的推出，有望复制安卓系统在智能手机领域的成功，推动AR产业进入"生态标准化"发 展阶段。 业内普遍认为，此次发布会标志着AI边缘（端侧）+XR产业正进入集中爆发期，有望推动扩展现实 （XR） ...

Core Viewpoint - The A-share market has shown a significant increase in both trading volume and price, with a daily turnover exceeding 2 trillion yuan, driven by strong performance in technology stocks and a rebound in the brokerage sector, indicating potential for continued upward momentum in the market [1][2][10]. Market Performance - The A-share market saw a daily turnover of 2.05 trillion yuan, up from 1.74 trillion yuan in the previous trading day, marking a recovery from a recent decline [2]. - Major indices closed higher, with the Shanghai Composite Index rising by 0.54% to 3924.08 points and the ChiNext Index increasing by 2.6% to 3190.27 points [2]. Sector Performance - The technology sector, particularly the CPO concept, experienced a surge of nearly 6%, with significant gains in semiconductor, electronic components, and optical electronics sectors [4][6]. - The communication sector led the gains, with notable stocks such as Tianfu Communication rising over 19% [5][9]. Investor Sentiment - Investor sentiment has been positively influenced by favorable macroeconomic data and liquidity conditions, with expectations of continued support for the A-share market [1][10]. - The non-bank financial sector's rise reflects market optimism regarding the recovery of the financial industry amid improving economic conditions [10][11]. Future Outlook - Analysts suggest that while the current market momentum is supported by various factors, structural differentiation is increasing, and future performance will depend on policy implementation and the sustainability of new capital inflows [1][11]. - The upcoming central economic work conference is anticipated to further influence market sentiment and activity, with expectations of continued policy support for economic recovery [12][13].

Group 1: Institutional Research on Popular Companies - The top twenty companies with the highest number of institutional research visits in the last 30 days include Luxshare Precision, Huichuan Technology, and Jerry Holdings [13][14] - In the last 5 days, the most researched companies include Jerry Holdings, Tianhua New Energy, and Sanxin Technology [15] - Among the top twenty companies in the last 30 days, 15 companies had 10 or more rating agencies involved, indicating strong institutional interest [13] Group 2: Major Shareholder Increase in A-Share Companies - From December 1 to December 5, 2025, five A-share companies announced significant shareholder increases, with Jiangsu Shentong and Hengyi Petrochemical planning increases that exceed 1% of their market value on the announcement date [20][21] - From January 1 to December 5, 2025, a total of 304 companies reported shareholder increases, with 76 having 10 or more rating agencies involved [22][23] Group 3: A-Share Company Buyback Situations - From December 1 to December 5, 2025, 163 companies announced buyback progress, with 46 having 10 or more rating agencies involved [26][27] - The companies with significant buyback plans include Jian Sheng Group, Liangxin Co., and Zhizhong Home, with buyback amounts exceeding 1% of their market value on the announcement date [26][27] - From January 1 to December 5, 2025, 1,822 companies reported buyback progress, with 353 having 10 or more rating agencies involved [28][29]

Core Insights - Google is set to hold a special event titled "The Android Show: XR Edition" to showcase software updates and hardware ecosystem for the Android XR platform, including various XR products like glasses and headsets [1] - The consumer electronics sector is experiencing a surge in AI-driven products, with notable sales figures such as Alibaba's AI glasses generating over 800 million yuan in 48 hours and Huawei's AI emotional companion product selling out quickly [1] - The China Securities Consumer Electronics Theme Index (931494) has seen a strong increase of 2.91%, with significant gains in component stocks like Lianxun Precision (up 9.99%) and Dongshan Precision (up 8.83%) [1] Industry Performance - The China Securities Consumer Electronics Theme Index tracks 50 companies involved in component production and design, reflecting the overall performance of the consumer electronics sector [2] - As of November 28, 2025, the top ten weighted stocks in the index account for 56.39% of the total index weight, with Lianxun Precision holding the highest weight at 9.34% [2] - The Consumer Electronics ETF (561600) has shown a 2.83% increase, marking a potential three-day rally [1][2] Stock Performance - Key stocks in the consumer electronics index have shown varied performance, with notable increases in stocks like Huagong Technology (up 6.81%) and Weilan Lithium Energy (up 4.86%) [2] - The trading volume for the Consumer Electronics ETF reached 34.05 million yuan, with a turnover rate of 7.43% [1]

Core Insights - The consumer electronics sector is experiencing significant growth, driven by advancements in AI technology and the release of new AI-enabled smartphones by major manufacturers [1][2] - The China Securities Consumer Electronics Theme Index (931494) has shown a strong upward trend, with notable increases in key component stocks [1][2] Group 1: Market Performance - As of December 8, 2025, the China Securities Consumer Electronics Theme Index (931494) rose by 2.95%, with significant gains in component stocks such as Lixun Precision (002475) and East Mountain Precision (002384) [1] - The Consumer Electronics ETF (561600) also increased by 2.83%, marking its third consecutive rise [1] Group 2: AI Integration in Consumer Electronics - Major smartphone manufacturers, including Apple, Vivo, OPPO, and Honor, have been focusing on AI capability upgrades, launching new flagship models with AI features since October [1] - ByteDance and ZTE are collaborating to develop an AI smartphone, indicating a trend towards integrating content ecosystems with hardware [1] Group 3: Government Initiatives and Market Trends - A joint initiative by six government departments aims to enhance the adaptability of supply and demand in consumer goods, promoting AI applications across the entire industry [2] - The market for AI glasses and smartwatches has seen a year-on-year growth of 23.1%, with the AI toy market projected to reach 29 billion yuan by 2025 [2] Group 4: Index Composition - The China Securities Consumer Electronics Theme Index comprises 50 listed companies involved in component production and brand design, reflecting the overall performance of the consumer electronics sector [2] - As of November 28, 2025, the top ten weighted stocks in the index accounted for 56.39% of the total index weight [2]

Market Performance - On December 5, the A-share market showed a rebound, with the Shanghai Composite Index rising by 0.71% to 3902.81 points, the Shenzhen Component Index increasing by 1.08% to 13147.68 points, and the ChiNext Index up by 1.36% to 3109.3 points [1] Fund Manager Changes - On December 5, 26 fund managers experienced changes in their positions, with 730 fund products having manager changes in the past 30 days [3] - The reasons for the changes included 5 managers leaving due to job changes, 2 due to personal reasons, and 2 due to product expiration [3] New Fund Manager Appointments - On December 5, 33 fund products announced new fund manager appointments, involving 17 fund managers [5] - Notably, Liu Mingyu from Huaxia Fund has a total fund asset scale of 422.43 billion yuan, with the highest return product being Huaxia Dingxing Bond C, achieving a return of 373.53% over nearly 3 years [5] Fund Research Activity - In the past month (November 5 to December 5), Bosera Fund conducted the most company research, engaging with 48 listed companies, followed closely by Huaxia Fund and Guotai Fund [7] - The consumer electronics sector was the most researched, with 256 instances, followed by specialized equipment with 212 instances [7] Individual Stock Research Focus - The most researched stock in the past month was Luxshare Precision, with 88 fund management companies participating in the research [7] - In the last week (November 28 to December 5), the most researched company was Jerry Holdings, with 66 fund institutions involved [8]

本报讯(记者袁传玺)天眼查App显示，近日，鸿滔智能装备(昆山)有限公司成立，注册资本19.81亿元， 经营范围包括智能基础制造装备销售、电子元器件制造等。股权全景穿透图显示，该公司由昆山锦鸿企 业管理服务合伙企业(有限合伙)、立讯精密（002475）旗下昆山立讯企业管理发展有限公司共同持股。 ...

格隆汇12月5日｜A股市场AI眼镜概念股表现强势，截至半日收盘，可川科技涨停，中富通涨超9%，博 士眼镜涨超8%，统联精密涨超6%，长盈精密涨超5%，联创电子、博杰股份、茂莱光学涨超4%。消息 面上，12月3日，理想汽车发布首款理想AI眼镜Livis。此前，11月27日，阿里旗下夸克AI眼镜S1正式发 布。同时，阿里还联合高通、立讯精密、博士眼镜、至格科技等多家企业，宣布成立夸克AI眼镜产业 生态联盟。 ...