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加快海外业务拓展,德赛西威拟港股上市
Ju Chao Zi Xun· 2026-01-07 02:35
关于舱驾一体趋势,德赛西威认为该趋势将更加显著。公司的8775舱驾一体方案对比同级非两域融合方案,预期有较大的成本优化,性能挖掘更彻底。公司 在该领域的优势在于首发示范,且拥有智能座舱、智能驾驶双领域领先的优势,舱驾一体配套的软件系统能力突出。 1月6日,德赛西威发布公告称,为进一步推进公司国际化战略布局,提升品牌国际影响力,加快海外业务拓展,打造国际化资本运作平台,助力公司高质量 发展及整体竞争力提升,正在筹划境外发行股份(H股)并在香港联合交易所有限公司上市事项。 据了解,截至目前,德赛西威正在就本次H股发行上市的相关工作进行商讨,相关细节尚未最终确定。本次H股发行上市不会导致公司控制权发生变化。 针对市场关注的公司国内市场份额维持策略,德赛西威近日在接受机构调研时表示,一方面将凭借自身独特优势,积极打造人无我有、人有我优的产品,公 司智能化业务已实现行业引领,并将持续高水平投入研发,始终保持首发量产优势;另一方面,公司具备在智能座舱、智能驾驶领域的软硬全栈能力,通过 聚合产业头部资源,可更快推出可规模化量产的融合方案、全栈方案、创新方案,打造更快实现、更好质量、更优成本、更高保障的产品和服务。同时,公 ...
1.7犀牛财经早报:碳酸锂“期现”价格开年大涨
Xi Niu Cai Jing· 2026-01-07 01:37
Group 1: Interest Rate Adjustments - The three-year fixed deposit product with an interest rate of 2.2% was officially removed on January 5, with all deposit rates decreasing by 20 basis points [1] - Multiple small and medium-sized banks, including Wuding Xingfu Village Bank and Xuwen Rural Commercial Bank, have recently announced adjustments to their deposit rates, indicating a trend of flexible management based on individual bank conditions [1] Group 2: Currency and Asset Trends - The offshore RMB exchange rate against the USD rose again on January 6, remaining above the 7 yuan mark, continuing a trend of appreciation that has lasted nearly nine months [1] - Analysts believe that the strengthening of the RMB is beneficial for foreign capital inflow, improving liquidity and risk appetite in the A-share market, with three asset categories highlighted for investment: aviation, paper manufacturing, and high-growth sectors like computing and electronics [1] Group 3: Company Performance Forecasts - Eleven companies are expected to achieve their highest net profits in the past decade by 2025, with Zijin Mining and Luxshare Precision leading with lower limits of 51 billion yuan and over 16.5 billion yuan, respectively [2] - The performance of the non-ferrous metals sector is expected to be strong due to supply constraints and structural demand growth, with companies like China Uranium Industry also anticipated to reach peak profits [2] Group 4: Lithium Carbonate Price Surge - Lithium carbonate prices have surged significantly, with a 7.74% increase on January 5 and an 8.99% increase on January 6, reaching 137,900 yuan per ton, driven by tightening supply expectations and rising demand [3] - The price increase is linked to uncertainties in lithium supply and growing demand for energy storage, with market analysts suggesting limited downside potential for lithium prices [3] Group 5: Corporate Developments - Yunnan Metallurgical Group is publicly offering a 3.18% stake in Cheng Tai Insurance for a base price of 184 million yuan, marking the third attempt to transfer this stake [6] - Four companies, including Suzhou Shangshun Technology, have initiated listing counseling as of January 6, indicating ongoing activity in the capital markets [6] Group 6: Stock Market Movements - The three major U.S. stock indices closed higher, with the Dow Jones up 0.99%, driven by AI-related demand, while the S&P 500 and Dow reached historical highs [17] - Commodity prices, particularly metals, have seen significant increases, with copper and nickel reaching record highs, reflecting strong market conditions [17]
AI与机器人盘前速递丨石头科技推出可爬楼梯的扫地机器人;现代汽车将在美国工厂部署人形机器人
Mei Ri Jing Ji Xin Wen· 2026-01-07 01:04
【市场复盘】 本周二 (1月6日),科创人工智能ETF华夏(589010)收涨1.72%。 持仓股方面多点开花,星环科技-U 强势封板20%涨停,澜起科技、中科星图等核心标的联袂大涨,显示出科创板AI标的的高弹性特征。值 得注意的是,该ETF今日换手率飙升至8.49%,成交额突破3.24亿元,交投情绪显著回暖,显示出资金 在震荡中对人工智能赛道长期配置价值的认可。机器人ETF(562500)上涨0.39%,全天走出精彩的"深 V"反转行情,早盘急跌后快速拉升修复,显示出极强的韧性和逢低买盘支撑。持仓股方面多点开花, 瑞松科技强势领涨5.55%,绿的谐波大涨4.57%,石头科技、中信重工、昊志机电均涨超2%,产业链上 下游共振上行。流动性方面,全天成交金额突破17.15亿元,交投维持高位火爆态势,显示出资金对机 器人赛道长期价值的持续关注。 【热点要闻】 1、中国扫地机器人生产商石头科技(Roborock)展示了一款名为Saros Rover的家用扫地机器人,该机 器人配有两条腿、能够爬楼梯。Saros Rover利用人工智能、多个运动传感器和3D空间信息进行导航, 其双腿可独立升降,从而实现跨越阶梯和在不平整 ...
盘前公告淘金:芯原股份收购逐点半导体交割完成,科大讯飞机器人超脑平台技术突破超;颖电子加码AI算力PCB布局,扩产项目投资金额翻倍至33.15亿元
Jin Rong Jie· 2026-01-07 01:00
Important Matters - Chengjian Development has achieved a three-day stock increase and holds 18.91 million shares of Century Space, making it the fourth largest shareholder [1] - Lens Technology is a strategic investor in Strong Brain Technology and has exclusively undertaken the mass production of core hardware [1] - Shiyun Circuit is collaborating with brain-machine clients to advance the development of new material numbers [1] - Xinyada has indirectly held shares in Zhongke Aerospace through Xi'an Qingchuan [1] - Chipone Technology has completed the acquisition of Zhudian Semiconductor [1] - Suoling Co., Ltd. has seen a three-day stock increase, with its controlling shareholder's concerted action partner, Tanghe Holdings, successfully bidding for 37.5 million shares of the company [1] - iFlytek's robot super brain platform has achieved multiple technological breakthroughs in multi-modal noise reduction and has formed extensive collaborations with Yushu and Zhiyuan [1] Investment Operations - ZTE Corporation has conducted NTN technology trials and achieved breakthroughs, providing comprehensive satellite payload products [1] - Chaojie Co., Ltd. expects rapid growth in revenue from commercial aerospace-related businesses by 2026 [1] - Xinyi Chang plans to launch its second-generation wheeled robot before the 2026 Spring Festival, with three robot products expected to enter mass production in the second half of 2026 [1] - Zhejiang Xiantong is collaborating with Haohai Starry Sky and Qiteng Robotics, with robots expected to roll off the production line by the end of March [1] - Fengzhushou is placing significant emphasis on opportunities in commercial aerospace and aviation internet development, clearly positioning it as a fourth growth curve [1] - Chaoying Electronics has adjusted the investment amount for its AI computing high-end printed circuit board expansion project from 1.468 billion to 3.315 billion yuan [1] Contracts and Collaborations - Guoji Jinggong is focusing on new business areas, particularly in commercial aerospace bearings and humanoid robot bearings [1] - iFlytek's robot super brain platform has achieved multiple technological breakthroughs and has formed extensive collaborations with Yushu and Zhiyuan [1] - Desay SV Automotive has established strategic partnerships with several well-known robotics companies [1] - Tuobang Co., Ltd. has deepened cooperation with UBTECH in related business areas [1] - Fushite has signed a strategic cooperation agreement with Jiangxi Copper [1] - Robotech's subsidiary ficonTEC has signed a full automatic OCS packaging line order with a Swiss client [1] - Times New Materials has signed a sales contract for wind turbine blades worth approximately 3.32 billion yuan [1]
惠州市德赛西威汽车电子股份有限公司关于筹划发行H股股票并在香港联合交易所有限公司上市的提示性公告
Shang Hai Zheng Quan Bao· 2026-01-06 17:29
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002920 证券简称:德赛西威 公告编号:2026-001 惠州市德赛西威汽车电子股份有限公司 关于筹划发行H股股票并在香港联合交易所有限公司 上市的提示性公告 根据《中华人民共和国公司法》《中华人民共和国证券法》《深圳证券交易所股票上市规则》《境内企 业境外发行证券和上市管理试行办法》《香港联合交易所有限公司证券上市规则》等法律法规的要求, 待具体方案确定后,本次H股发行上市事项尚需提交公司董事会和股东会审议,并经中国证券监督管理 委员会备案和香港联交所、香港证券及期货事务监察委员会等监管机构审核和批准。本次H股发行上市 能否通过审议、备案和审核程序并最终实施具有较大不确定性。 公司将依据相关法律法规的要求,根据本次H股发行上市的后续进展情况及时履行信息披露义务,切实 保障公司及全体股东的合法权益。敬请广大投资者关注公司后续公告,注意投资风险。 特此公告。 惠州市德赛西威汽车电子股份有限公司 董事会 2026年1月6日 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、误导性陈述或重大遗漏。 为进一步推进惠州市德赛西威汽车电子股 ...
突发!16天12板包装印刷大牛股明起停牌核查|盘后公告集锦
Xin Lang Cai Jing· 2026-01-06 14:44
Company Announcements - Jia Mei Packaging's stock price increased by 230% from December 17, 2025, to January 6, 2026, leading to a suspension for investigation starting January 7, 2026 [2] - Guosheng Technology's stock rose by 370.2% during the same period, prompting a suspension for investigation effective January 7, 2026 [3] - Fenglong Co., Ltd. indicated that it may apply for a suspension if its stock price continues to rise abnormally [4] - Xinfang Pharmaceutical is facing public prosecution for alleged unit bribery [7] - Shengke Communication's second-largest shareholder plans to reduce its stake by no more than 3% [8] - Chip Origin Technology completed the acquisition of Zhudian Semiconductor [9] - Robotech's subsidiary signed a significant contract for automatic optical switch packaging with a Swiss client [10] - Aerospace Changfeng clarified that it does not engage in brain-computer interface or commercial aerospace businesses [12] - Chengjian Development holds 18.91 million shares of Century Space, making it the fourth-largest shareholder [13] - Sanbo Brain Science is not involved in the research, production, or sales of brain-computer interface products [14] - Weisi Medical's new products in the brain-computer interface field are still in the early market cultivation stage [16] - Mairande's products in the brain-computer interface area are also in the research and market cultivation phase [17] - Guankang Technology plans to acquire 100% of Liaojing Electronics, with stock resuming trading [19] - Yahui Long signed a strategic cooperation framework agreement with Brain Machine Star Chain to expand its presence in the brain-computer interface field [20] - China Satellite Communications warned that its stock price is at a historical high and may experience a significant drop [21] - Beidou Star Communication stated that commercial aerospace is just one application scenario for its products and services [22] Financial Performance - Lier Chemical expects a net profit increase of 113.62% to 132.19% for 2025 [39] - Zhongtai Co., Ltd. anticipates a net profit of 420 million to 480 million yuan for 2025, recovering from a previous loss [38] Financing and Capital Increase - Desai Xiwai is planning to issue H-shares and list on the Hong Kong Stock Exchange [40] - Xingye Yinx is also preparing to issue H-shares for listing on the Hong Kong Stock Exchange [41] Other Significant Events - Baotailong's controlling shareholder was ordered to rectify its failure to fulfill a shareholding increase commitment [42] - *ST Changyao's stock may face termination of listing due to negative net assets and other financial issues [43]
德赛西威筹划赴港上市 推进国际化战略布局
Zheng Quan Shi Bao Wang· 2026-01-06 14:33
二级市场方面,德赛西威1月6日涨停,最新报收137.39元/股,市值820亿元。 德赛西威深度聚焦于智能座舱、智能驾驶及网联服务三大领域的全栈融合,行业地位持续领先。2025年 上半年,公司智能座舱业务销售额达94.59亿元,同比增长18.76%;智能驾驶业务实现营业收入41.47亿 元,同比增长55.49%。 1月6日晚间,德赛西威(002920)发布公告,公司正在筹划境外发行股份(H股)并在香港联交所上市事 项。目前相关细节尚未最终确定,预计不会改变公司控制权。该事项需提交董事会和股东会审议,并经 中国证监会备案和香港联交所、香港证监会等监管机构审核和批准。 目前,德赛西威第四代智能座舱已在理想汽车、小米汽车、吉利汽车等客户规模化量产,并持续获得广 汽乘用车、吉利汽车、广汽埃安等客户新项目订单;第五代智能座舱平台已获得理想汽车新项目订单。 德赛西威表示,筹划赴港上市旨在推进国际化战略布局,提升公司品牌国际影响力,加快海外业务拓 展,同时打造国际化资本运作平台。 除打入海外客户供应链外,德赛西威逐步构建全球研发与制造、区域供应商协同、全球采购与风控、数 字化运营及区域差异化本土服务能力的国际化供应链体系,目 ...
德赛西威:公司主要为销售汽车电子产品
Zheng Quan Ri Bao Wang· 2026-01-06 14:16
证券日报网讯1月6日,德赛西威(002920)在互动平台回答投资者提问时表示,目前公司主要为销售汽 车电子产品,另外,公司在稳固核心主业根基的同时,积极把握市场机遇,前瞻性布局具有战略意义的 新产品与新业务领域。依托在汽车电子领域沉淀的核心技术与体系化能力,以及智能驾驶域控产品、传 感器、算法等方向的发展积累,公司持续开展机器人领域探索与研究,并已正式发布机器人智能基座 AICube,相关战略合作处于保密阶段,后续如有可公布的进展可留意公司官方发布的信息。 ...
德赛西威:目前已与多家知名机器人企业达成战略合作
Xin Lang Cai Jing· 2026-01-06 14:09
德赛西威在互动平台表示,公司正式发布机器人智能基座AI Cube,AI Cube沿用了德赛西威在辅助驾驶 领域成熟的技术架构:控制器采用"即插即用"的核心板模块化设计,可灵活提供摄像头、毫米波雷达、 激光雷达等传感器套件,提供包括成熟的底层驱动、中间件、ISP调试等定制化服务,从而帮助客户大 幅缩短开发周期,提升研发效率,降低研发成本。目前,德赛西威已与多家知名机器人企业达成战略合 作。 ...
德赛西威(002920.SZ):筹划发行H股股票并在香港联合交易所上市
Ge Long Hui A P P· 2026-01-06 11:34
格隆汇1月6日丨德赛西威(002920.SZ)公布,为进一步推进惠州市德赛西威汽车电子股份有限公司国际 化战略布局,提升公司品牌国际影响力,加快海外业务拓展,打造国际化资本运作平台,助力公司高质 量发展,提升公司整体竞争力,德赛西威正在筹划境外发行股份(H股)并在香港联合交易所有限公司 (简称"香港联交所")上市事项。截至目前,公司正在就本次H股发行上市的相关工作进行商讨,相关 细节尚未最终确定,本次H股发行上市不会导致公司控制权发生变化。 ...