Workflow
新一代信息技术
icon
Search documents
祥鑫科技(002965) - 2025年05月08日投资者关系活动记录表
2025-05-08 09:44
Industry Outlook - The automotive industry is undergoing transformation driven by electrification, intelligence, connectivity, and digitalization, presenting vast development opportunities [1] - The penetration rate of new energy vehicles is expected to increase significantly, with the market for household energy storage systems growing rapidly due to policy support and technological advancements [1] - The industrial and service robot markets are expanding, with service robots gaining traction in healthcare and home cleaning sectors [1][2] - The AI demand is driving growth in high-performance servers, with a gradual improvement in the domestic chip ecosystem [2] - The low-altitude economy is emerging, with eVTOL logistics and urban transportation applications increasing [2] Company Performance - In 2024, the Chinese automotive industry produced and sold 31.28 million and 31.44 million vehicles, respectively, marking a year-on-year growth of 3.7% and 4.5% [3] - The penetration rate of new energy vehicles exceeded 40%, indicating a new phase of large-scale development [3] - The company's revenue from automotive parts reached 5.002 billion CNY, accounting for 74.18% of total revenue, with a year-on-year growth of 12.86% [3] - The company achieved a revenue of 1.217 billion CNY from energy storage equipment, representing 18.04% of total revenue and a year-on-year growth of 123% [3] Financial Highlights - The company reported a total revenue of 6.744 billion CNY in 2024, reflecting a year-on-year increase of 18.25% [5] - The net profit attributable to shareholders was 359 million CNY, with a net profit margin of 5.34% [5] - In Q1 2025, the company generated revenue of 1.636 billion CNY, with a net profit margin of 5.06% [5] Growth Strategies - The company aims to enhance its competitive edge through innovation and strategic partnerships in the smart robotics and low-altitude economy sectors [4][5] - It plans to leverage its capabilities in lightweight structural components and key parts manufacturing to drive growth in the new energy sector [4][5] - The company is focused on optimizing its operational structure and maintaining stable growth in its core business areas [5]
看南邮新一代信息技术概念验证中心如何炼成“火眼金睛”
Nan Jing Ri Bao· 2025-05-05 23:57
概念优中选优 量产飞奔"上马" 看南邮新一代信息技术概念验证中心如何炼成"火眼金睛" 在南京邮电大学新一代信息技术概念验证中心,有一位特殊的"心理医生"。它近1米高,通过AI语音对 答、扫描面部微表情、心率识别等技术,只用约10分钟就能"拿出"一份"可视化"情绪分析报告,为心理 健康辅助诊断提供参考依据。 该项产品在一年半前仅是一个"概念",如今已经申报注册国家二类医疗器械,有望今年底实现量产。 据了解,南京邮电大学新一代信息技术概念验证中心近两年已开展28个概念验证项目,其中12项成果完 成了转化,转化金额累计4500万元。作为一家高校运营的概念验证中心,是如何在项目筛查中炼成"火 眼金睛",又怎样快速助产、推动项目落地,实现科技创新与产业创新融合?日前,记者走进该中心寻 找答案。 □ 南京日报/紫金山新闻记者 张安琪 "筛珍珠"的流程主要分为两阶段进行。"要先初筛,主要通过现场访谈形式进行量化评分,并利用AI辅 助评分。对经过初筛的项目,还要借助'概念验证大赛'、专家评估等形式,进行技术团队、技术水平、 市场前景、转化风险等多维度评审。"徐佳介绍,概念验证中心每个遴选出来的拟立项项目,都要闯过 这几关," ...
最高检:依法加强关键核心技术刑事保护
news flash· 2025-05-04 04:26
Group 1 - The Supreme People's Procuratorate has released the "Intellectual Property Procuratorial Work White Paper (2024)", emphasizing the legal protection of key core technologies [1] - The focus is on new generation information technology, artificial intelligence, high-end equipment, biomedicine, and integrated circuits, highlighting the judicial protection of intellectual property in high-tech and emerging industries [1] - In 2024, national procuratorial agencies accepted and reviewed 163 cases of commercial secret infringement involving 385 individuals, with a year-on-year increase of 12.4% in case numbers [1] Group 2 - The Supreme Procuratorate has guided regions such as Shanghai, Zhejiang, and Guangdong in handling significant cases related to artificial intelligence, chip manufacturing, and power batteries, which have a major impact in innovation-intensive fields [1]
新城建让城市更有韧性
Jing Ji Ri Bao· 2025-04-26 21:52
Core Viewpoint - The article emphasizes the importance of urban resilience as a fundamental indicator of urban development effectiveness, highlighting the shift from large-scale construction to quality improvement and structural adjustment in urbanization [1][2]. Group 1: Urban Development and Resilience - By the end of 2024, China's urban resident population is projected to reach 943.5 million, with an urbanization rate of 67.00%, expected to approach 70% in the next five years [1]. - The transition to a new urbanization strategy focuses on enhancing urban safety resilience, addressing the complex risks posed by climate change, technological revolutions, and changes in population and industry [1][2]. - Urban safety is closely linked to the well-being of residents, with increasing societal expectations for healthier, safer, and more livable cities as urbanization shifts from high-speed to high-quality development [1]. Group 2: Infrastructure and Technological Integration - Infrastructure is described as the "bones" of a city and a critical factor in enhancing urban resilience, with new policies aimed at advancing urban infrastructure construction to support resilience [3]. - The integration of new technologies such as big data, cloud computing, and artificial intelligence is essential for building resilient cities, enabling better risk monitoring and management [2][3]. - The new urban infrastructure is characterized by technology support, data-driven approaches, and intelligent efficiency, which collectively enhance urban resilience [3][4]. Group 3: Systematic Planning and Safety - A systematic approach is necessary for urban resilience, which comprises infrastructure resilience, social resilience, management resilience, and technological resilience [4]. - Safety is a fundamental attribute of new urban infrastructure, necessitating a comprehensive risk management strategy throughout the planning, construction, and management processes [5]. - The article advocates for a holistic design in building resilient cities, ensuring that all aspects of urban development are considered in conjunction with infrastructure and governance [4][5].
最高检:今年将常态化开展恶意诉讼专项监督 知识产权检察厅首次亮相
Zheng Quan Shi Bao· 2025-04-23 18:22
最高人民检察院4月23日召开新闻发布会,通报过去一年检察机关加强知识产权司法保护工作整体情 况。据最高检有关负责人会上介绍,最高检知识产权检察厅已于近日挂牌成立,将积极参与"违规异地 执法和趋利性执法司法专项监督"工作。今年,最高检将常态化开展恶意诉讼专项监督。 近日,最高检经研究并报中央机构编制委员会办公室批复同意,在最高检经济犯罪检察厅加挂"知识产 权检察厅"牌子。最高检办公厅(新闻办)主任、新闻发言人李雪慧表示,这标志着我国知识产权司法 保护进一步迈入专业化、综合化的发展阶段。 本次发布会是最高检知识产权检察厅首次向社会公众亮相。最高检经济犯罪检察厅(知识产权检察厅) 副厅长刘太宗表示,近年来,利用深度链接、网络爬虫、架设游戏私服、电子侵入等新技术手段侵犯知 识产权案件不断出现。检察机关已加大对新类型犯罪的打击力度。 刘太宗透露,2025年,最高检知识产权检察厅将积极参与检察机关"违规异地执法和趋利性执法司法专 项监督"工作,依法惩治侵犯知识产权犯罪,加强对跨区域案件的统筹指导,准确把握罪与非罪、此罪 与彼罪的界限。 发布会上公布的《知识产权检察工作白皮书(2024)》显示,过去一年,全国检察机关共受理 ...
最高检:聚焦新一代信息技术、人工智能、高端装备、生物医药、集成电路等关键核心技术,加强知识产权司法保护
21世纪经济报道记者王峰 北京报道 4月23日,最高人民检察院举行"以高质效知识产权检察履职 服务高 水平科技创新"新闻发布会,发布《知识产权检察工作白皮书(2024)》(下称"白皮书"),通报检察 机关加强知识产权司法保护工作整体情况。 值得注意的是,近日,最高检经研究并报中央机构编制委员会办公室批复同意,在最高检经济犯罪检察 厅加挂"知识产权检察厅"牌子。4月23日的新闻发布会是最高检知识产权检察厅第一次向社会公众亮 相。最高检知识产权检察厅正式挂牌成立,标志着我国知识产权司法保护进一步迈入专业化、综合化的 发展阶段。 2024年,全国检察机关共受理审查逮捕侵犯知识产权犯罪13486人,受理审查起诉33805人,同比分别上 升5.9%和10.2%。 最高人民检察院党组成员、副检察长宫鸣在发布会上介绍,检察机关聚焦新一代信息技术、人工智能、 高端装备、生物医药、集成电路等关键核心技术,加强知识产权司法保护,为高质量发展创造安全稳定 环境,服务因地制宜发展新质生产力。 依法加强关键核心技术刑事保护 白皮书介绍,2024年,全国检察机关共受理审查起诉侵犯商业秘密犯罪163件385人,案件数同比上升 12.4%。 ...
深圳市特发信息股份有限公司2024年年度报告摘要
□适用 √不适用 公司计划不派发现金红利,不送红股,不以公积金转增股本。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000070 证券简称:ST特信 公告编号:2025-17 一、重要提示 本年度报告摘要来自年度报告全文,为全面了解本公司的经营成果、财务状况及未来发展规划,投资者 应当到证监会指定媒体仔细阅读年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 2、报告期主要业务或产品简介 公司以光通信产业为基础,结合自有物业优势,发展形成线缆、智慧服务、融合和物业租赁四大业务板 块。公司紧扣"新一代信息技术产品和服务综合提供商"的战略定位,围绕"产品+服务"的"十四五"规划 定位,聚焦5G、大数据、云计算、物联网、人工智能等新一代信息技术,为客户提供多领域信息化解 决方案。公司在全国多地设有产业基地,并在海外布局生产基地,配备完善的销售和服务体系。 1、线缆板块 公司线缆产品主要包括:光纤、光缆、光纤连接器、配线产品、馈线电缆、数据线 ...
同宇新材:专注电子树脂领域,不断强化市场竞争力
Sou Hu Wang· 2025-04-21 02:58
电子产业作为推动社会进步的核心力量之一,其广泛应用深刻改变了人们的生活方式。在众多电子产品 的背后,有一个至关重要的基础材料——电子树脂,助力着电子产业的稳定运行。同宇新材料(广东)股份 有限公司(以下简称"同宇新材")是少数掌握多系列无铅无卤及高速电子树脂核心技术的内资企业,也是国 家级专精特新"小巨人"企业,凭借着对电子树脂领域的专注与执着,在市场中稳步前行,逐渐崭露头角。 一方面,同宇新材深耕中高端覆铜板用电子树脂领域,与下游覆铜板企业建立了长期稳定的合作关系,将有 力保障消化现有产品和新增产能。据悉,同宇新材已与建滔集团、生益科技、南亚新材、华正新材、金 宝电子、超声电子等全球覆铜板行业知名厂商建立了长期稳定的合作关系,快速成长为领先的覆铜板领 域电子树脂内资供应商。 同宇新材主营业务聚焦于电子树脂,特别是在覆铜板生产这一关键应用领域展现出强大的实力与发展潜 力。据了解,同宇新材产品主要包括MDI改性环氧树脂、DOPO改性环氧树脂、高溴环氧树脂、BPA型酚 醛环氧树脂、含磷酚醛树脂固化剂等系列。2024年,同宇新材实现营业收入为95,246.85万元,归属于母公 司所有者的净利润为14,330.56万 ...
科创板行业主题ETF加速上新 满足投资者多元化投资需求
据悉,"科创板八条"发布后,科创板行业主题ETF投资标的持续丰富, 已覆盖人工 智能、芯片、新材料、生物医药、新一代信息技术、新能源等主题。 上证报中国证券网讯(记者 何昕怡)最新数据显示,截至目前,科创板芯片ETF规 模合计近300亿元;今年以来陆续上市的6只科创板人工智能ETF规模较发行规模增长近三 倍。 投资有风险,入市需谨慎!本栏目内容仅为投资者 教育之目的,介绍业务知识,揭示投资风险,不构 成对投资者的任何投资建议。投资者不应以该等信 息取代其独立判断或仅依据该等信息做出投资决 策。申万宏源力求本栏目的信息准确可靠,但对这 些信息的准确性或完整性不作保证,亦不对因使用 该等信息而引发或可能引发的损失承担任何责任。 本栏目内容如有变动,恕不另行通知。最终解释权 归申万宏源证券有限公司所有。 免责声明 ...
3月中观景气度分布特征分析
GF SECURITIES· 2025-04-01 13:43
Manufacturing Sector - The manufacturing PMI in March increased by 0.3 points to 50.5, marking two consecutive months of improvement[3] - The number of industries in the expansion zone rose from 7 to 8, with the non-ferrous industry entering the contraction zone[3] - The computer communication and electronics sectors saw a significant recovery, with PMI values rising above 50[3] Industry Performance - In March, the computer communication electronics sector's PMI surged by 12.8 points, reaching a new high since June 2017[5] - The chemical, textile, and apparel sectors showed leading performance, while raw materials and agricultural products remained weak due to commodity price adjustments[3][5] - The pharmaceutical sector's new orders and export orders showed strong growth, with increases of 6.4% and 14.4% respectively[4] Emerging Industries - The "AI+" trend significantly boosted the performance of new generation information technology, with a PMI increase of 27.1 points[6] - High-end equipment manufacturing and new materials also saw substantial increases of 16.4 points and 9.0 points respectively[6] - The new energy vehicle sector's PMI rose by 8.1 points, reflecting the impact of supportive policies[6] Construction and Real Estate - The construction PMI rose by 0.7 points to 53.4, with residential construction showing a notable increase of 11.8 points[10] - Real estate activity indicators, including new orders and expectations, also improved, indicating a recovery in the sector[10] - The construction sector's performance remains below the levels seen at the end of 2024, particularly in residential and civil engineering[8] Service Sector - The service sector PMI increased by 0.3 points to 50.3, driven by improvements in productive services[10] - Water transportation and telecommunications sectors reported PMIs above 60, while the restaurant and ecological sectors experienced declines[11] - Financial services remained strong, supported by increased credit to private and small enterprises[10]