" 聚焦 电池 好 品牌 发现 储能 好 产品 "—— 近期， 由 起点 锂电 、 起点 储能 主办 的 2025 起点 户 储及 便携式 储能 电池 巡回 采访 活动 正式 开启， 活动 计划 巡 访 超过 5 0+ 户 储 和 便携式 细分 领先 企业， 巡访 结束 后 将 在 深圳 举办 2025起点户储及便携式储 能电池技术论坛 ， 活动 举办 时间 为 2025年9月26日 ， 活动 同期 将 发布 2025中国户储及便携式储能行业白皮书 和 细分 竞争力 排行 榜 ， 为 行业 提供 权威 数据 和 参考 。 8月4日， 起点巡访团走进移族ETAKER，与 公司总经理冷小威 就家储及便携储能产业发展进行深入交流 和 探讨 。 起点研究院 SPIR调研数据显示，2024年全球便携式储能电源出货规模为1100万台，同比增长90%。2024年便携式储能电源产品消费领先 的国家/区域是美国、欧洲、日本、乌克兰。 移族成立于 2019年，是一家专注于光伏、便携储能及家庭储能产品研发与销售的技术驱动型企业。创始团队来自华为、欣旺达等企业，具备 深厚新能源技术背景。 公司主打"体积缩小50%""零噪音""-30 ...

Group 1 - The core viewpoint of the article emphasizes the growth and potential of the home energy storage and portable energy storage markets, highlighting significant increases in shipment volumes and market forecasts for 2024 and beyond [3][4][10] - The global home energy storage shipment volume is projected to reach 27.8 GWh in 2024, with a year-on-year growth of 19%, and China accounting for 75% of this market [3] - The global portable energy storage shipment volume is expected to reach 11 million units in 2024, reflecting a remarkable year-on-year growth of 90% [4] Group 2 - The article outlines that by 2030, the global home energy storage market is anticipated to grow to 180 GWh, representing a 547% increase from 2024 [3] - The competitive landscape for home energy storage systems is dominated by Chinese companies, with the top 10 global players including Huawei, BYD, and Airo Energy [3] - The article notes that the U.S. is the largest and most mature market for portable energy storage, driven by outdoor activities and RV culture, with Ukraine showing the fastest growth due to energy shortages from the ongoing conflict [4][5] Group 3 - The upcoming 2025 Peak Forum on Home and Portable Energy Storage Battery Technology will focus on high safety standards and building a new ecosystem for the industry [6][8] - The forum will gather over 600 decision-makers from leading companies to discuss over 30 core topics, including safety challenges and technological breakthroughs [10][11] - The event will feature discussions on the latest trends in battery technology, including solid-state batteries and sodium batteries, as well as the implications of new national standards for portable energy storage [5][9]

Core Viewpoint - The introduction of eSIM technology by Huawei is expected to accelerate the transition to a "SIM card-free" mobile experience in China, with the potential launch of the first commercial eSIM smartphone in the country [2][8]. Group 1: eSIM Technology Overview - eSIM is a digital SIM that allows users to activate a mobile plan without a physical SIM card, providing the same functionality as traditional SIM cards [4]. - The integration of eSIM technology can save space in mobile devices, allowing for smaller and lighter designs, as eSIM occupies only one-third of the space of a Nano SIM card [4]. - Users will find it easier to switch carriers without needing to visit physical stores, enhancing convenience [4]. Group 2: Current Status of eSIM Services - China Unicom has already launched eSIM services, charging a monthly fee of 10 yuan, and supports various devices including smartwatches and glasses in several regions [5]. - China Mobile is in the process of gradually reopening eSIM services after a temporary suspension due to system upgrades, although specific timelines are not yet confirmed [5][7]. - China Telecom is lagging in eSIM service rollout, citing incomplete upgrades and limitations due to its satellite communication business [7]. Group 3: Industry Competition and Future Outlook - The competition between Huawei and Apple for the first eSIM smartphone launch in China is intensifying, with Huawei potentially set to release a new foldable phone supporting eSIM [8][11]. - Apple's previous moves to eliminate physical SIM slots in its devices, starting with the iPhone 14, indicate a trend towards eSIM adoption, which may influence consumer preferences [8]. - The overall smartphone market in China is projected to grow, with Huawei currently holding a significant market share, suggesting a favorable environment for eSIM technology adoption [8][11].

Investment Rating - The report assigns a "Buy" rating for the company, marking the first coverage of its stock [11]. Core Insights - The company is committed to an "All in AI" strategy, focusing on industrial AI and software to support digital transformation in industrial enterprises [4][6]. - The company aims for significant growth in AI revenue, targeting a growth rate of no less than 30% in 2025, 70% in 2026, and 120% in 2027, based on a 2024 revenue of 273 million yuan from AI products and services [4][11]. - The company has established a strong foundation in AI product and service offerings, with a focus on three main categories: AI+ embodied product intelligence, AI+ industrial manufacturing scenario intelligence, and industrial software + AI assistants [6][8]. Financial Performance - In Q1 2025, the company reported revenue of 337 million yuan, a year-on-year decrease of 16.65%, with a net profit of 49 million yuan, down 12.07% [5]. - The gross margin was 55.10%, an increase of 7.24% year-on-year, while the net margin was 23.12%, up 2.68 percentage points year-on-year [5]. - The company forecasts revenues of 1.768 billion yuan in 2025, 2.083 billion yuan in 2026, and 2.388 billion yuan in 2027, with corresponding EPS of 1.01, 1.23, and 1.46 yuan [11][14]. Strategic Partnerships - The company has a close collaboration with Huawei, leveraging its products to enhance digital transformation for manufacturing enterprises [10]. - The partnership has led to the development of applications that integrate design, process, and manufacturing, providing comprehensive digital management solutions for various industries [10]. Market Position - The company has a deep understanding of the manufacturing industry, built over 20 years, which enhances its ability to meet customer needs [8]. - It has a robust ecosystem of partnerships with leading computing and model manufacturers, facilitating product and market integration [8].

Core Viewpoint - Transsion Holdings is facing a patent dispute with Huawei, marking the second lawsuit from Huawei, reflecting the intensifying competition in the smartphone market where patent strategies are crucial [1][2]. Group 1: Patent Disputes - Huawei has filed a lawsuit against Transsion Holdings for allegedly infringing on its image display-related patent, specifically patent EP2725797, which was first applied for in June 2011 [1][2]. - Transsion Holdings has been involved in multiple patent disputes, including a previous lawsuit from Huawei in October 2019 regarding wallpaper infringement, where Huawei sought compensation of 20 million yuan [2]. - The ongoing patent disputes highlight the competitive landscape of the smartphone industry, where patent portfolios are becoming a key element of corporate strategy [2]. Group 2: Market Performance - Transsion Holdings reported a revenue of 68.715 billion yuan for the year 2024, a year-on-year increase of 10.31%, but the growth rate has significantly slowed compared to 33.69% in 2023 [4]. - In Q1 2025, the company experienced a revenue decline of 25.45% year-on-year, with net profit dropping by 69.87%, marking three consecutive quarters of declining performance [4]. - The African market, which is Transsion's primary base, saw revenue growth of only 2.97% in 2024, a decrease of 3.77 percentage points compared to the previous year, indicating weakening growth momentum [4]. Group 3: High-End Market Strategy - Transsion Holdings is accelerating its efforts to enter the mid-to-high-end market, as evidenced by the launch of the TECNO PHANTOM Ultimate G Fold, a concept foldable phone [5][6]. - Industry experts caution that the challenges for foldable phones extend beyond hardware, including insufficient market demand and high R&D costs, which may hinder profitability [6]. - The company's strategy to enhance its brand image through concept products is still unproven, and the effectiveness of this approach remains to be seen [6]. Group 4: Non-Mobile Business Development - Transsion Holdings has been diversifying into mobile internet services, digital accessories, and home appliances, with brands like oraimo and Syinix [7]. - However, the contribution of these non-mobile businesses to overall revenue is minimal, accounting for only 4.259 billion yuan, or less than 10% of total revenue in 2024 [7].

依米康科技集团股份有限公司投资者关系活动记录表 编号：20250807 | 投资者关系活动 | √ 特定对象调研□ 分析师会议 | | --- | --- | | 类别 | □ 媒体采访□ 业绩说明会 | | | □ 新闻发布会□ 路演活动 | | | □ 现场参观 | | | □ 其他（请文字说明其他活动内容） | | 参与单位名称及 | 华创证券：姚德昌 | | 人员姓名 | 国金证券：周焕博 | | 时间 | 2025 年 8 月 7 日（周四）下午 16:00~17:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事会秘书：叶静 | | 员姓名 | 证券事务代表：吴慧敏 | | | Q1：目前公司液冷进展如何？ | | | A：公司拥有液冷全栈解决方案，智能工程、关键设备、物 | | | 联软件和智慧服务四大板块能力全面契合液冷落地需求。公司液 | | | 冷全栈解决方案涉及的技术和产品包括：氟系统冷板系统；水冷 | | | 冷板系统，创新了风液同源架构，实现风液随心切换；风液浸没 | | | 一体柜，是边缘场景的解决方案，可以免建机房，快速部署；液 | | 投资者关系活动 | 冷集 ...

【文/观察者网 潘昱辰 编辑/高莘】8月7日，华为与奇瑞在深圳签署智界品牌战略2.0合作协议，并举行 智界汽车上海-深圳双设计中心开业仪式。 据悉，智界品牌将投资超过100亿元，研发团队规模将增至5000人。双方还将成立智界新能源公司，推 动研发、生产、销售、服务一体化独立运作。未来智界品牌计划发布多款新品，涵盖进一步拓展新能源 汽车市场。 华为常务董事、终端BG董事长余承东表示，智界会让大家"眼前一亮又一亮"。 据智界产品总监海蓝天回忆，2023年他作为研发人员参与到智界项目，智界品牌的"跌跌撞撞"依然历历 在目，但又"深感无奈"；2024年作为产品总监后，智界背水一战，但后面的矛盾冲突让人"心有余悸"。 乘联会数据显示，自2023年末上市以来，智界S7平均月销量不到2000辆。作为直接竞品，同为纯电动 轿车、同样由互联网科技企业打造的小米SU7，其月均销量是智界S7的10倍以上。而R7在增程式车型的 加成下，平均月销量也不及同属鸿蒙智行的问界M7。 智界R7 智界汽车 面对如此窘境，在今年5月末举行的未来汽车先行者大会上，连余承东都忍不住吐槽自家车型销量还不 及小米SU7"零头"，尽管他多少也吐露出一些不 ...

8月8日，利和兴披露2025年度以简易程序向特定对象发行股票预案，拟向不超过35名特定投资者发行股 票，募资总额不超过1.68亿元，用于半导体设备精密零部件研发及产业化项目和补充流动资金。 近年来，利和兴业绩波动较大。2022年至2025年上半年，公司归母净利润分别为-4135.89万 元、-3773.40万元、708.02万元和-3793.55万元，盈利能力尚未稳定。此次募资或有助于改善财务状况， 支撑新业务拓展。 据悉，利和兴与华为合作多年，曾是华为3C设备核心供应商，华为业务占比一度接近70%。目前，公司 主要向华为提供手机测试机柜、充电桩ODM及模块供应等服务，并参与整桩组装。 尽管华为业务贡献显著，但利和兴近年业绩受行业波动影响较大。此次加码半导体赛道，或为降低单一 客户依赖，寻求新的增长点。 根据预案，此次募资主要投向半导体设备精密零部件研发及产业化项目，标志着利和兴在巩固原有3C 设备业务的同时，进一步向半导体产业链延伸。公司表示，该项目的实施将增强其在高端制造领域的竞 争力，优化业务结构。 ...

本文首发于财联社VIP《金牌纪要库》。 《金牌纪要库》是财联社VIP倾力打造的一款高端会议纪要类产品 ，结合财联社的媒体资源和 行业圈层优势，为投资者提供全面、深入的市场及行业洞察，以及专业分析和解读。若投资者想要了解该付费产品，可前往文末添加客 服咨询产品。 据产业链信息，国内三大运营商正考虑重启办理已暂停长达两年的eSIM业务。 中信证券电子团队指出，当下联通、移动在eSIM推进上最为积极，电信节奏稍慢。其中， 中国联通已在官方App及部分线上渠道上线 了eSIM手机业务的开通办理页面 ，这是我国运营商首次在手机端提供eSIM支持。 此前国内厂商仅将eSIM应用于可穿戴、平板、物联网等非手机产品（但海外市场各厂商部分高端机型已搭载eSIM）。随手机等终端轻 薄化趋势以及防水防尘要求提升，eSIM有望加速在消费电子领域进行渗透。 财联社VIP特联合蜂网火线直连 "通信" 专家，调研国内eSIM产业链情况以及未来市场空间展望。 【核心逻辑】 | ○赃昧社《eSIM热度有望重启,编制万物互联新格局》核心要点 | | | --- | --- | | 根据会议内容及财联社星矿数据梳理 | | | 援害 | | | ...

鸿蒙生态正展现强劲发展动能！在鸿蒙5终端数量成功突破千万的里程碑时刻，华为正式推出"鸿蒙应用开发者激励计划2025"，以亿元级激励，携手开发者 进一步加速鸿蒙生态的繁荣发展。目前，鸿蒙生态已深度融入用户生活、娱乐、办公等多元场景，其蓬勃态势离不开开发者的贡献。 此激励计划展现了华为加速生态建设的坚定承诺和对鸿蒙应用、元服务开发者的诚意支持，激励开发者发挥更多创意： 参与时间：开发者需在计划要求时间内于HarmonyOS开发者官网内报名，且在2025年7月23日至2025年12月31日完成鸿蒙应用、小游戏、元服务开发，并正 式上架华为应用市场。 丰厚回报：总奖金池超亿元，成功上架的每款鸿蒙应用最高可获得1万元现金激励。 进阶空间：特别设置了额外进阶激励，单一开发者激励上限为600万元，为顶尖开发者提供更大成长空间。 "鸿蒙应用开发者激励计划2025"的推出，不仅是华为对开发者价值的高度认可与真金白银的回馈，更展现了华为与开发者携手共进、共创未来的决心。鸿蒙 生态正迎来加速发展的黄金期，诚挚邀请开发者踊跃加入此计划！让我们把握千万用户规模带来的广阔机遇，在生机勃勃的鸿蒙生态中精耕细作，共同培育 更丰富的创新应用与 ...