Core Insights - The report emphasizes the dual focus on AI advancements and the deepening of domestic network capabilities in the communication industry, predicting significant growth in AI-related investments and domestic production across various segments [4][5][6] - The anticipated performance for Q4 2025 shows a robust increase in net profits for key companies, with some expected to see over 50% year-on-year growth [4][15] Group 1: AI and Network Development - The AI focus is expected to evolve around overseas mapping, optical communication trends, and changes in optoelectronic technology, with a shift from Scale out to Scale up in ecosystem development [4][5] - Domestic production trends are accelerating across four key areas: chips, cloud, network, and end devices, with significant growth potential in the chip sector due to global supply chain dynamics [4][5] - The report highlights the expected explosion in demand for optical devices and chips, driven by AI needs and the introduction of new technologies like silicon photonics [5][6] Group 2: Company Performance Predictions - Key companies are projected to experience substantial profit growth, with notable increases such as Heertai (+798%), Guangku Technology (+439%), and 5.5G Canqin Technology (+290%) [4][15] - The report outlines specific performance forecasts for major players, indicating a strong recovery in demand across various sectors, including optical communication and satellite internet [4][15] - Companies like China Mobile and ZTE are expected to benefit from increased capital expenditures directed towards AI and network investments, enhancing their revenue and profitability [6][15] Group 3: Investment Opportunities - The report identifies several investment opportunities in the AI computing network, including companies like Zhongji Xuchuang and Xinyi Technology, which are positioned to benefit from the growing demand for AI capabilities [4][6] - The satellite internet sector is highlighted as having high barriers to entry and significant long-term investment potential, with companies like Zhenyou Technology and Xinke Mobile being key players [4][6] - The IoT sector is expected to see a surge in demand driven by AI and robotics, with companies like Lexin Technology and Guanghe Technology poised for growth [10][11]

本次系美格智联原高新技术企业证书有效期满所进行的重新认定，根据《中华人民共和国企业所得税法》等相关规定，通 过国家高新技术企业认定并向主管税务机关办理完毕减免税手续后，美格智联将自2025年起连续三年（即2025年—2027年）享 受国家关于高新技术企业的相关税收优惠政策，按15%的税率缴纳企业所得税。高新技术企业证书的取得，是对美格智联在技 术研发和自主创新方面的努力给予的肯定和鼓励，有利于降低企业税负，对公司的经营发展也有着积极的推动作用。 本报讯 （记者李雯珊 见习记者张美娜）2月6日，美格智能技术股份有限公司（简称"美格智能"）披露公告，公司全资子 公司深圳市美格智联信息技术有限公司（以下简称"美格智联"）于2026年2月5日收到深圳市工业和信息化局、深圳市财政局、 国家税务总局深圳市税务局联合颁发的《高新技术企业证书》，证书编号为GR202544203154，发证时间为2025年12月25日， 有效期三年。 （编辑 何帆） ...

（编辑 任世碧） 证券日报网讯 2月5日，美格智能发布公告称，公司全资子公司深圳市美格智联信息技术有限公司（简 称"美格智联"）于2026年2月5日收到深圳市工业和信息化局、深圳市财政局、国家税务总局深圳市税务 局联合颁发的《高新技术企业证书》，证书编号为GR202544203154，发证时间为2025年12月25日，有 效期三年。本次系美格智联原高新技术企业证书有效期满所进行的重新认定。 ...

格隆汇2月5日丨美格智能(002881.SZ)公布，全资子公司深圳市美格智联信息技术有限公司（简称"美格 智联"）于2026年2月5日收到深圳市工业和信息化局、深圳市财政局、国家税务总局深圳市税务局联合 颁发的《高新技术企业证书》，证书编号为GR202544203154，发证时间为2025年12月25日，有效期三 年。本次系美格智联原高新技术企业证书有效期满所进行的重新认定。 ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 美格智能技术股份有限公司（以下简称"公司"）全资子公司深圳市美格智 联信息技术有限公司（以下简称"美格智联"）于2026年2月5日收到深圳市工业 和信息化局、深圳市财政局、国家税务总局深圳市税务局联合颁发的《高新技术 企业证书》，证书编号为GR202544203154，发证时间为2025年12月25日，有效期 三年。 证券代码：002881 证券简称：美格智能 公告编号：2026－001 美格智能技术股份有限公司 关于公司全资子公司获得高新技术企业证书的公告 本次系美格智联原高新技术企业证书有效期满所进行的重新认定，根据《中 华人民共和国企业所得税法》等相关规定，通过国家高新技术企业认定并向主管 税务机关办理完毕减免税手续后，美格智联将自2025年起连续三年（即2025年— 2027年）享受国家关于高新技术企业的相关税收优惠政策，按15%的税率缴纳企 业所得税。高新技术企业证书的取得，是对美格智联在技术研发和自主创新方面 的努力所给予的肯定和鼓励，有利于降低企业税负，对公司的经营发展也有着积 极的推动作用。 特此 ...

格隆汇1月27日丨美格智能(002881.SZ)在投资者互动平台表示，公司有支持卫星物联网的模组及解决方 案产品，相关产品支持5G NTN双向卫星通信技术。公司同时支持4G全网通网络+天通卫星网络的融合 终端产品，已经小批量向客户发货。近期公司推出了卫星通信+AI辅助定位相结合的终端产品，持续拓 展卫星通信技术应用场景。卫星通信、卫星物联网属于新兴产业，相关技术和产品落地受技术迭代、市 场环境、客户需求等多重因素影响，具有不确定性，请审慎决策，注意投资风险。 ...

格隆汇1月27日丨美格智能(002881.SZ)在投资者互动平台表示，公司的5G高速率通信模组已经应用于国 内某机器人企业的人形机器人产品，目前已经小批量发货。公司的48T高算力AI模组产品，具备高性 能、低功耗、高能效等技术优势，较好应对人形机器人的空间、续航、散热等技术难点，已在合作伙伴 推出的人形机器人原型机上搭载，为机器人的感知、计算和控制提供端侧计算能力。公司近期推出了稀 释算力100T\稠密算力200T的新一代高算力AI模组产品，并与国内多家机器人产业链企业开展技术和产 品对接。公司将继续推动5G通信及端侧AI技术在机器人领域的应用。同时机器人属于新兴产业，相关 技术和产品落地受技术迭代、市场环境、客户需求等多重因素影响，具有不确定性，请审慎决策，注意 投资风险。 ...

Core Viewpoint - Meige Intelligent has shown a mixed performance in stock trading, with a slight decline in share price and significant trading volume, while also reporting strong revenue and profit growth year-on-year [1][2]. Group 1: Stock Performance - On January 16, Meige Intelligent's stock price decreased by 2.03%, trading at 47.68 yuan per share, with a total transaction volume of 2.41 billion yuan and a turnover rate of 2.74% [1]. - The company's market capitalization stands at 12.481 billion yuan [1]. - Year-to-date, the stock price has increased by 7.00%, with a 2.10% rise over the last five trading days, a 12.56% increase over the last 20 days, and a 4.17% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Meige Intelligent achieved a revenue of 2.821 billion yuan, representing a year-on-year growth of 29.30%, and a net profit attributable to shareholders of 113 million yuan, up by 23.88% [2]. - The company has distributed a total of 133 million yuan in dividends since its A-share listing, with 85.6208 million yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Meige Intelligent reached 52,700, an increase of 4.38% from the previous period, while the average number of circulating shares per person decreased by 3.29% to 3,469 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 1.2513 million shares, a decrease of 1.3823 million shares from the previous period [3].

Group 1 - The commercial aerospace sector is experiencing a strong rebound, with notable stock performances from various companies [1] - Galaxy Electronics has achieved six consecutive trading limits, indicating robust investor interest and confidence [1] - Companies such as Jieli Rigging and Oriental Communication have also shown strong performance, with three and two consecutive trading limits respectively [1] Group 2 - Other companies like Dahua Intelligent and Daming City have reached trading limits, reflecting a broader positive trend in the sector [1] - Oriental Rising, Liujin Technology, and Zhongtai Co. have all seen stock increases exceeding 10%, further highlighting the sector's growth [1] - Additional companies including Meg Intelligent, China Great Wall, China First Heavy Industries, Fushun Special Steel, and Zhongchao Holdings have also experienced upward movement in their stock prices [1]

Core Viewpoint - The 2026 International Consumer Electronics Show (CES 2026) will take place from January 6 to 9 in Las Vegas, showcasing numerous A-share listed companies with their latest products in popular sectors such as robotics, smart hardware, and new energy vehicles [6]. Robotics - Ninebot will unveil a new multi-scenario lawn mowing robot, enhancing its product matrix [2]. - Stone Technology is expected to debut its "embodied intelligence black technology" as a representative of smart cleaning robots [7]. - Lingyi Technology will present a comprehensive robotics technology matrix, showcasing core components and application solutions [8]. - Zhaowei Electromechanical will showcase a new generation of dexterous hands with 20 degrees of freedom [9]. - Orbbec will release multiple 3D camera products suitable for humanoid robots, enhancing visual solutions for precise operations [9]. - Ecovacs will introduce a pool cleaning robot and the latest developments in embodied intelligence [9]. - Lens Technology will debut a highly dexterous bionic hand and head assembly, integrating self-developed reducers for improved performance [10]. - Megvii will collaborate with Yimai Intelligent to launch two new micro AI robot products [11]. Smart Glasses - Tianjian Co. will present its latest AI and AR glasses at CES 2026, focusing on AI glasses, AI headphones, and smart speakers [12]. - XGIMI Technology will globally launch its new AI glasses brand "MemoMind" [13]. - GoerTek will showcase multiple innovative MR/AR/smart glasses, enhancing the "AI + smart interaction" experience [13]. - Guangfeng Technology will present three LCoS AR optical products: Wax Girl G1, Dragonfly G1 mini, and Rainbow C1 [14]. Storage Solutions - Baiwei Storage will highlight consumer-grade storage solutions, including a Mini SSD that rivals flagship PCIe Gen4 SSDs, supporting Meta's AI/AR glasses [15]. - Jiangbolong will enhance its consumer market brand with a collaboration featuring a special edition storage product linked to the Argentina national football team [15]. - Rockchip will showcase audio and machine vision products, with its RK3588 chip being widely applied in various robotic forms [15]. Automotive Innovations - Great Wall Motors will return to CES with its full product line and core technology matrix, focusing on new energy and AI vehicles [17]. Display Technologies - TCL Technology will unveil its "machine king" series of televisions and the world's first printed OLED vehicle display solution [5]. - Hisense will launch a new generation of RGB-Mini LED display technology [5]. - BOE will showcase over 60 cutting-edge display technologies and IoT solutions, including the global debut of the "HERO 2.0 smart cockpit" [19].