8月27日，恒铭达盘中上涨2.08%，截至13:19，报45.65元/股，成交3.55亿元，换手率4.09%，总市值 116.96亿元。 资金流向方面，主力资金净流出223.25万元，特大单买入2381.82万元，占比6.70%，卖出3347.97万元， 占比9.42%；大单买入9836.77万元，占比27.68%，卖出9093.88万元，占比25.59%。 恒铭达今年以来股价涨39.41%，近5个交易日涨9.87%，近20日涨35.22%，近60日涨43.82%。 资料显示，苏州恒铭达电子科技股份有限公司位于江苏省昆山市巴城镇石牌塔基路1568号，成立日期 2011年7月27日，上市日期2019年2月1日，公司主营业务涉及消费电子功能性器件、消费电子防护产 品、消费电子外盒保护膜的设计、研发、生产与销售。主营业务收入构成为：精密柔性结构件 82.85%，精密金属结构件15.69%，材料及其他1.46%。 恒铭达所属申万行业为：电子-消费电子-消费电子零部件及组装。所属概念板块包括：小米概念、小鹏 汽车概念、无线耳机、智能手机、智能穿戴等。 分红方面，恒铭达A股上市后累计派现5.04亿元。近三年，累计派现3. ...

思特威2025Q2 营收同比快速增长，毛利率环比持续上升。公司智能手机产品矩阵进一步完善，同时供 应链可靠性提升。2025H1 公司汽车业务营收同比快速增长，安防领域继续巩固领先地位。维持"买 入"评级。 支撑评级的要点 营收同比快速增长，毛利率环比持续上升。思特威2025H1 营收37.86 亿元，YoY+54%；毛利率23.2%， YoY+2.0pcts；归母净利润3.97 亿元，YoY+165%。 思特威2025Q2 营收20.37 亿元，QoQ+16%，YoY+26%；毛利率23.5%，QoQ+0.7pct，YoY+2.4pcts；归 母净利润2.05 亿元，QoQ+7%，YoY+51%。 智能手机产品矩阵进一步完善，供应链可靠性进一步提升。思特威2025H1 智能手机业务营收17.55 亿 元，YoY+40%。公司应用于高阶旗舰手机主摄、广角、长焦和前摄的数颗新一代5000 万像素产品和应 用于普通智能手机主摄的5000 万像素高性价比产品出货量大幅上升，带动智能手机业务营收显著增 长。公司推出全国产供应链5000 万像素1/1.28 英寸手机CIS 产品SC595XS，具备低噪声、高帧率、低功 耗 ...

恒铭达今年以来股价涨30.07%，近5个交易日涨7.63%，近20日涨24.24%，近60日涨37.92%。 资料显示，苏州恒铭达电子科技股份有限公司位于江苏省昆山市巴城镇石牌塔基路1568号，成立日期 2011年7月27日，上市日期2019年2月1日，公司主营业务涉及消费电子功能性器件、消费电子防护产 品、消费电子外盒保护膜的设计、研发、生产与销售。主营业务收入构成为：精密柔性结构件 82.85%，精密金属结构件15.69%，材料及其他1.46%。 8月25日，恒铭达盘中上涨2.16%，截至09:47，报42.59元/股，成交1.49亿元，换手率1.85%，总市值 109.12亿元。 分红方面，恒铭达A股上市后累计派现5.04亿元。近三年，累计派现3.33亿元。 资金流向方面，主力资金净流入144.72万元，特大单买入720.20万元，占比4.83%，卖出842.54万元，占 比5.65%；大单买入2663.06万元，占比17.87%，卖出2395.99万元，占比16.08%。 机构持仓方面，截止2025年6月30日，恒铭达十大流通股东中，香港中央结算有限公司位居第七大流通 股东，持股197.83万股，相比 ...

Group 1 - The company, Gongda Electronics, stated that its SOC chips are currently sourced externally [1] - The SOC chips are widely used in various consumer electronics fields, including smart automotive, smart wearables, smart home, smartphones, and the Internet of Things [1]

Core Viewpoint - The article discusses the upcoming launch of Apple's iPhone 17 series, expected to be announced on September 9, 2023, with pre-orders starting on September 12 and official sales on September 19. The article highlights the anticipated features and specifications of the new models, including design changes, screen upgrades, camera enhancements, and pricing details. Group 1: Launch Details - The iPhone 17 series is expected to be announced on September 9, 2023, with pre-orders starting on September 12 and sales beginning on September 19 [1][4][6] - The timing of the announcement aligns with Apple's historical release schedule, with invitations typically sent out a week prior [3] Group 2: Model and Design - The iPhone 17 series will consist of four models: iPhone 17, iPhone 17 Air, iPhone 17 Pro, and iPhone 17 Pro Max, with the iPhone 17 Air replacing the Plus model [7] - The iPhone 17 Air is noted for its thin design, measuring only 6.25mm, and may eliminate the SIM card slot in favor of a dual eSIM setup [9] - The camera module design has been significantly updated, with the iPhone 17 Pro Max's camera module area increasing by 100% compared to its predecessor [11] Group 3: Screen Features - All models in the iPhone 17 series will feature a 120Hz dynamic refresh rate, marking a significant improvement for Apple [13][14] - Screen sizes will vary: 6.1 inches for the standard model, 6.3 inches for the Pro, 6.6 inches for the Air, and 6.9 inches for the Pro Max [15] Group 4: Camera Enhancements - The front camera resolution will increase to 24 million pixels, enhancing selfie quality [18] - All rear camera modules will see upgrades, with the main camera across the series being upgraded to 48 million pixels [20] - The iPhone 17 Pro Max will feature a 48 million pixel periscope telephoto lens, supporting dynamic optical zoom capabilities [24] Group 5: Pricing Information - The starting price for the iPhone 17 series is expected to remain similar to the previous generation, with the iPhone 17 starting at 5999 yuan and the iPhone 17 Air at 6999 yuan [26] - The iPhone 17 Pro may see a price increase from 7999 yuan to 8999 yuan, while the Pro Max will maintain a starting price of 9999 yuan [26]

Group 1 - The stock price of Sitaiwei-W is reported at 97.49 yuan, down by 1.75 yuan from the previous trading day, with a trading volume of 4.90 billion yuan [1] - Sitaiwei-W operates in the semiconductor industry, focusing on the research, design, and sales of CMOS image sensor chips, primarily used in smartphones, smart security monitoring, and automotive electronics [1] - The company expects to achieve a net profit attributable to shareholders of 360 million to 420 million yuan in the first half of the year, representing a year-on-year growth of 140% to 180%, driven by significant increases in the smartphone sector, particularly the shipment of 50 million pixel products [1] Group 2 - On August 11, the net outflow of main funds was 30.6868 million yuan, with a cumulative net outflow of 110 million yuan over the past five days [2]

Group 1 - As of August 6, 2025, the stock price of GoerTek is reported at 23.03 yuan, with a decrease of 0.04 yuan, representing a decline of 0.17% from the previous trading day [1] - The trading volume on that day was 557,783 hands, with a total transaction amount of 1.278 billion yuan [1] - GoerTek's main business includes the research, development, manufacturing, and sales of precision components in acoustics, optics, microelectronics, and smart hardware [1] Group 2 - GoerTek's products are widely used in smart phones, smart wearable devices, and virtual/augmented reality applications [1] - On the evening of August 6, GoerTek announced that the total guarantee amount for the company and its subsidiaries is 744,616.98 million yuan, all of which are guarantees for subsidiaries within the consolidated financial statements [1] - The current guarantee balance is 78,839.36 million yuan, accounting for 0.95% of the company's audited total assets as of the end of 2024, and 2.38% of its net assets [1] - The company stated that there are no overdue external guarantee situations [1]

好久没有诺基亚的消息了，估计有不少小伙伴都以为它倒闭了吧？ 实际上并没有，人家还在发布新机呢。 诺基亚手机在微信公众号上宣布，HMD 3210 AI 巴萨版正式上市，到手价仅为429元。 好家伙，不仅是 AI 手机，而且还联名巴塞罗那，甚至只卖三位数的价格，这到底是个啥机？ 如你所见，是功能机，而且是经典 3210 的复刻版。 我把壁纸提取出来了，喜欢的可以直接保存： 甚至还有定制版贪吃蛇游戏。 此外，通过输入特定代码，如*#5399#、*#3742#、*#4284#、*#337646#，用户可以解锁巴萨主题的专属 内容。（具体是啥，我也不知道） 最让我震惊的，这么一个功能机，居然内置 DeepSeek 了？ HMD 3210 提供红、蓝双色可选，这两种颜色正是巴萨队服的标志性配色，象征着激情、荣耀与团队精 神。机身背部还嵌入巴萨的经典 logo，妥妥的粉丝向机器。 手机的用户界面（UI）、图标和壁纸都采用了巴萨风格主题： 接口方面，采用 Type-C 充电口，功率2.75W，不过功能机嘛，充一次电应该能用很久。 在智能手机当道的年代，诺基亚还坚持发布功能机，这是一种什么精神啊 实际上功能机还是有利润可图的。 ...

Core Viewpoint - TSMC's 2nm process is set to begin mass production in the second half of this year, with strong demand from major clients like Apple, AMD, and Intel, leading to significant capacity expansion plans [1][2] Group 1: Production Capacity - TSMC plans to increase its 2nm monthly production capacity from 40,000 wafers by the end of this year to 100,000 wafers next year, representing a 150% increase [1] - By 2027, TSMC aims to further expand its 2nm capacity to between 160,000 and 180,000 wafers, with the potential to reach 200,000 wafers if demand exceeds expectations [1][2] - Currently, TSMC's advanced process capacities include approximately 160,000 wafers for the 7nm process, slightly over 160,000 for the 5nm process, and about 130,000 wafers for the 3nm process, with potential adjustments to reach 160,000 wafers [2] Group 2: Client Demand and Market Position - Major clients expected to adopt TSMC's 2nm process include Apple, AMD, Intel, Qualcomm, MediaTek, and NVIDIA, indicating a broad market interest [1][2] - TSMC's advanced process expansion is anticipated to drive revenue growth, as newer processes command higher pricing, benefiting the company's operational performance [2] - The company expects that the number of product designs utilizing its 2nm technology in the first two years will surpass those for the 3nm and 5nm processes during their respective initial periods [2]

Core Viewpoint - LG Electronics has officially exited the mobile phone industry, marking the end of its presence in a market where it once ranked third globally in smartphone sales [4][13]. Group 1: Historical Context - LG's rise began with the launch of the Chocolate phone in 2005, which became a significant success in the market [6]. - The company made critical missteps in the smartphone era by initially choosing to develop its own operating systems, OMS and Windows Phone, instead of adopting Android sooner [6][15]. - By 2013, LG reached its peak, ranking third in global smartphone sales, but soon faced competition from brands like Lenovo and Huawei [8]. Group 2: Financial Performance - Starting from Q2 2015, LG's mobile division reported losses every quarter, accumulating a total loss of approximately 5 trillion KRW (around 26.45 billion RMB) by Q4 2020 [9]. - Despite attempts to innovate with unique products like the LG Wing, the company struggled to regain market share and profitability [12][19]. Group 3: Market Strategy and Competition - LG's decision to exit the Chinese market in 2018 did not help its position in North America and Europe, where it continued to lose ground to competitors like Apple and Samsung [11][20]. - The company's marketing strategies were ineffective compared to rivals, failing to resonate with consumers and lacking visibility [19]. Group 4: Lessons Learned - LG's decline illustrates the consequences of failing to adapt to market changes and consumer demands, as well as the importance of cohesive internal strategy [21][24]. - The case of LG serves as a cautionary tale for other companies in the tech industry, emphasizing the need for humility and responsiveness to market trends [24][26].