CVTE(002841)
Search documents
AI重构协作边界 视源股份旗下MAXHUB携三大新品亮相IFC2025
Zheng Quan Shi Bao Wang· 2025-04-17 13:11
从会议室到办公室再到展厅空间,MAXHUB会议解决方案也在加速突破传统会议场景边界,以"全场景 高效"能力赋能企业发展。在品牌展厅场景中,MAXHUB通过领效星云Pad端实现"一键启动—分区投送 区别于传统会议"搬运信息"的功能,MAXHUB不仅能够实时抓取发言人"声、画、人"信息,还让AI学 会"解读意图",成为更懂用户的AI。同时,MAXHUB AI会议解决方案2.0也对领效智会大模型进行了升 级,实现了会推理、快处理的思考能力,并支持"云、边、端"多种部署方式,从灵活部署到严格保密, 全方位满足企业对AI部署方式的独特诉求。不难看出,AI会议解决方案的发布标志着AI不再局限于单 点功能,而是深度融入企业协作的每个环节,让高效协作成为组织本能。 为实现技术与设计的双重突破,将技术隐入场景之中,MAXHUB数字网络音频解决方案坚持"ALL IN ONE"的设计理念,实现音频处理器+音频套件成套搭配,能够一线连通多设备,带来全新数字网络音 频会议解决方案,实现了真正的"零门槛"。 全新AI+电脑重构办公空间,赋能千行百业数字化转型 为了实现高效办公,在此次发布会中,MAXHUB带来了更懂用户的全新AI+电脑。 ...
中证全球中国教育主题指数上涨0.71%,前十大权重包含国脉科技等
Jin Rong Jie· 2025-04-11 13:11
资料显示,指数样本每半年调整一次,样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子每月调整一次,调整实施时间为每月第二个星期五的下一交易日。特殊情况下将对指 数进行临时调整。当样本退市时,将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处 理,参照计算与维护细则处理。 从指数持仓来看,中证全球中国教育主题指数十大权重分别为:好未来(16.41%)、新东方-S (11.74%)、中公教育(8.5%)、拓维信息(7.33%)、科大讯飞(4.91%)、视源股份(4.87%)、优 必选(4.78%)、新开普(3.89%)、豆神教育(3.85%)、国脉科技(3.03%)。 从中证全球中国教育主题指数持仓的市场板块来看,深圳证券交易所占比54.67%、香港证券交易所占 比23.25%、纽约证券交易所占比18.13%、上海证券交易所占比3.95%。 从中证全球中国教育主题指数持仓样本的行业来看,可选消费占比53.37%、信息技术占比35.91%、通 信服务占比4.90%、工业占比3.96%、原材料占比1.86%。 金融界4月11日消息,上证指数低开高走,中证全球中国教育主题指数 (中国 ...
布局全产业链发展,广东AI与机器人领域集中上新
Di Yi Cai Jing· 2025-04-09 13:22
8个AI行业大模型、30个应用场景、29个应用解决方案和13个智能终端产品发布。 从行业大模型到应用场景,再到解决方案与终端产品,广东正布局人工智能与机器人全产业链发展。 4月9日,广东召开人工智能与机器人产业创新产品与服务新闻发布会,发布8个AI行业大模型、30个应用场景、29个应用解决方案和13个智能终端产品。华 为、腾讯、视源电子、TCL雷鸟、深开鸿、乐聚、美的库卡、拓斯达、广汽等9家企业代表参会并围绕前沿成果进行分享。 上 2 2 = ီಗ 傻 生产效車提高10 ICHINEWING 4 12,025 工艺AI: 無质质 12 / 21 / 2014 / 11:20 / 2017 / 2017 / 11:21 提升效率 国 A KEET BE LONG - 2019 IPA-10%, 其中得到国家 978 广东人工智能与机器人产业创新产品与服务新闻发布会 摄/宋婕 需求侧推出行业大模型与更多应用场景 广东省工业和信息化厅副厅长曲晓杰在发言中表示,8个行业大模型都已经在相关领域初步应用并取得了显著成效。 第一财经记者了解到,这8个行业大模型分别应用于工业、安全、教育、医疗、文旅、风控合规等领域。例如,视 ...
AI重塑教育生产力:视源股份教学大模型为200万教师日均省出1小时
2 1 Shi Ji Jing Ji Bao Dao· 2025-04-09 07:58
Group 1 - The core viewpoint of the articles highlights the successful implementation of the Xiwo digital teaching solution by the company in countries like Indonesia and Thailand, contributing to the digital upgrade of local education [1] - The company has significantly invested in AI technology research and development, with a reported R&D expenditure of 7.12% of its revenue, amounting to 7 billion yuan in 2019, and has accumulated over 10,000 patents [1] - The Xiwo teaching model, based on a "1+N+N" system, covers multiple educational scenarios including lesson preparation, teaching, learning, evaluation, and research, enhancing the overall educational experience [1] Group 2 - The Xiwo model has shown remarkable results in the education sector, reducing lesson preparation time from 2 hours to 30 minutes for teachers, saving over 200 million hours of preparation time daily [2] - The company aims to leverage Guangdong's policy support to enhance key technologies in AI model optimization and multi-modal integration, focusing on efficient deployment and innovative applications of AI in education [2] - Future plans include promoting the application of large models and expanding the company's educational digitalization experience to more teachers and schools internationally [2]
视源股份(002841) - 关于公司股份回购进展的公告
2025-04-01 11:20
关于公司股份回购进展的公告 证券代码:002841 证券简称:视源股份 公告编号:2025-006 广州视源电子科技股份有限公司 关于公司股份回购进展的公告 1 关于公司股份回购进展的公告 公司回购股份的时间、回购股份数量及集中竞价交易价格、集中竞价交易的 委托时段等均符合《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》 及公司回购股份方案的相关规定。 1、公司未在下列期间内回购股票: 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有任 何虚假记载、误导性陈述或重大遗漏。 广州视源电子科技股份有限公司(以下简称"公司")于 2024 年 7 月 26 日召开第五届董事会第三次会议,审议通过了《关于公司回购股份方案的议案》。 公司将以自有资金回购公司发行的人民币普通股(A 股)的部分社会公众股份, 回购资金总额不低于人民币 1 亿元(含),不超过人民币 2 亿元(含),回购价 格不超过人民币 43.65 元/股。本次回购的实施期限自公司董事会审议通过回购方 案之日起 12 个月内。具体内容详见 2024 年 7 月 27 日公司在巨潮资讯网 (www.cninfo.com.cn)披露的 ...
探寻“广州屏”成长秘籍:新型显示产业已成城市新支柱
Nan Fang Du Shi Bao· 2025-03-25 12:36
Group 1 - The core focus of the article is on the growth of the new display industry in Guangzhou, which has become a new pillar industry for the city, highlighted by the "12218" modern industrial system that includes "ultra-high-definition and new display" as one of its six emerging pillar industries [3][4] - Visionox Technology Co., Ltd. (视源电子) has evolved from a hardware manufacturer to a leader in both hardware and software, achieving revenue exceeding 22 billion RMB in 2024, starting from an initial investment of 14,000 RMB [4][5] - The integration of manufacturing and service industries, as well as the digital and green transformation, is a key direction for the development of companies like Visionox, which has invested 2 billion RMB in building an intelligent manufacturing base [4][8] Group 2 - Aoxin Electronics Co., Ltd. (奥松电子) has become a national "specialized and innovative" small giant, establishing a full industrial chain from chip design to application, and is constructing an advanced MEMS chip IDM industrial base [8][9] - The company has seen significant growth in orders and production capacity, expanding its production lines and workforce as it successfully transitioned from laboratory to industrialization [9][11] - The relationship between companies and cities is described as a symbiotic ecosystem, emphasizing the importance of R&D investment and collaboration between industry and academia for sustained innovation [11] Group 3 - Guangdong Xin Semiconductor Technology Co., Ltd. (粤芯) is a high-tech innovation enterprise that has rapidly established a 12-inch chip production platform, marking a significant breakthrough in Guangzhou's integrated circuit manufacturing [12][13] - The company has achieved mass production in just 18 months and aims to produce 80,000 12-inch wafers per month once all phases are completed, addressing the chip demand in the Greater Bay Area [13][14] - The development of the artificial intelligence industry is seen as a major market opportunity for the semiconductor sector, with plans for AI edge chip applications in various fields such as robotics and automotive [14]
视源股份(002841) - 关于公司股份回购进展的公告
2025-03-03 08:45
关于公司股份回购进展的公告 证券代码:002841 证券简称:视源股份 公告编号:2025-005 广州视源电子科技股份有限公司 关于公司股份回购进展的公告 1、公司未在下列期间内回购股票: 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有任 何虚假记载、误导性陈述或重大遗漏。 广州视源电子科技股份有限公司(以下简称"公司")于 2024 年 7 月 26 日召开第五届董事会第三次会议,审议通过了《关于公司回购股份方案的议案》。 公司将以自有资金回购公司发行的人民币普通股(A 股)的部分社会公众股份, 回购资金总额不低于人民币 1 亿元(含),不超过人民币 2 亿元(含),回购价 格不超过人民币 43.65 元/股。本次回购的实施期限自公司董事会审议通过回购方 案之日起 12 个月内。具体内容详见 2024 年 7 月 27 日公司在巨潮资讯网 (www.cninfo.com.cn)披露的《第五届董事会第三次会议决议公告》(公告编号: 2024-037)、《关于公司回购股份方案的公告》(公告编号:2024-038)、《回 购股份报告书》(公告编号:2024-039)。 根据《深圳证券交易所上市公 ...
【国信电子胡剑团队】视源股份:2024年营收同比增长11%,AI+教育创新应用加速
剑道电子· 2025-02-26 01:13
Core Viewpoint - The company reported a revenue growth of 11% year-on-year for 2024, but the net profit attributable to shareholders declined by 29% [2]. Financial Performance - In 2024, total revenue reached 22.457 billion yuan, reflecting a year-on-year increase of 11.3%. However, the net profit attributable to shareholders was 972 million yuan, down 29.1% year-on-year. The non-recurring net profit was 838 million yuan, a decrease of 27.8% year-on-year [2]. - For Q4 2024, revenue was 5.304 billion yuan, showing a year-on-year increase of 10.9% but a quarter-on-quarter decline of 24.6%. The net profit attributable to shareholders for Q4 was 41 million yuan, down 86.6% year-on-year and 90.5% quarter-on-quarter [2]. - The gross margin for 2024 decreased by 3.55 percentage points year-on-year, with a stabilizing trend observed in Q4 2024 [3]. Business Segment Performance - Revenue from the liquid crystal display main control board and related businesses grew by 13.6% year-on-year. In contrast, the education business saw a decline of 8.7%, and the enterprise service business decreased by 2.2%. However, overseas business revenue increased by 17.5% [2]. - The education segment faced challenges due to tightened customer budgets, leading to an 8.7% decline in revenue. Despite this, the company's education brand, Seewo, maintained a strong market position, with rapid growth in its hardware and software products [4]. Innovation and R&D - The company increased its R&D investment, with R&D expenses rising by 1.1 billion yuan year-on-year. In 2024, over 1,000 new patents were authorized, including more than 350 invention patents [3]. - Seewo launched a teaching model in October 2023 and plans to release a 2.0 version in October 2024, enhancing AI applications in education [4].
【国信电子胡剑团队】视源股份:2024年营收同比增长11%,AI+教育创新应用加速
剑道电子· 2025-02-26 01:13
点击 关注我们 报告发布日期:2025年2月22日 报告名称:《视源股份(002841.SZ)-2024年营收同比增长11%,AI+教育创新应用加速》 分析师:胡剑 S0980521080001/胡慧 S0980521080002/ 叶 子 S0980522100003 / 詹浏洋 S0980524060001 / 张大为 S0980524100002/ 李书颖 S0980522100003 联系人:连欣然 完整报告请扫描下方二维码 核心观点 2024年公司营收同比增长11%,归母净利润同比下滑29% 公司发布2024年度业绩快报,2024年营业总收入224.57亿元(YoY +11.3%),归母净利润9.72亿元(YoY -29.1%),扣非后归母净利润8.38亿元(YoY -27.8%)。其中,4Q24营收53.04亿元(YoY +10.9%,QoQ -24.6%),归母净利润0.41亿元(YoY -86.6%,QoQ -90.5%)。分业务看,液晶显示主控板卡等相关业务营收 同比增长13.6%;教育业务营收同比下滑8.7%;企业服务业务营收同比下滑2.2%;海外业务营收同比增长 17.5%;新兴业务LE ...
视源股份:2024年营收同比增长11%,AI+教育创新应用加速-20250223
Guoxin Securities· 2025-02-23 06:09
Investment Rating - The investment rating for the company is "Outperform the Market" [6] Core Views - In 2024, the company's revenue is expected to grow by 11% year-on-year, while the net profit attributable to shareholders is projected to decline by 29% [1][4] - The decline in net profit is attributed to factors such as tightening customer budgets, rising raw material costs, and increased market competition [4] - The company's education business revenue decreased by 8.7% in 2024, but the AI+ education innovation applications are expected to accelerate and benefit the company [3][4] Revenue and Profit Forecast - The total revenue for 2024 is estimated at 224.57 billion yuan, with a year-on-year increase of 11.3% [1] - The net profit attributable to shareholders for 2024 is forecasted to be 9.71 billion yuan, reflecting a year-on-year decrease of 29.2% [4] - The company anticipates a gradual recovery in net profit with projections of 12.67 billion yuan in 2025 and 14.61 billion yuan in 2026 [4] Business Segment Performance - Revenue from the liquid crystal display main control board and related businesses increased by 13.6% year-on-year [1] - The education business experienced a revenue decline of 8.7%, while the overseas business saw a revenue increase of 17.5% [1][3] - Emerging businesses such as LED, computing devices, and power electronics are steadily developing [1] Financial Metrics - The gross profit margin for 2024 is expected to decline by 3.55 percentage points year-on-year, with a stabilization trend observed in the fourth quarter [2] - Research and development expenses increased by 1.1 billion yuan in 2024, with over 1,000 new patents authorized [2] - The company’s earnings per share for 2024 is projected to be 1.39 yuan, with a PE ratio of 32.4 times [5][4]