证券代码：600246 证券简称：万通发展 公告编号：2025-056 北京万通新发展集团股份有限公司 关于 2024 年度暨 2025 年第一季度业绩说明会 召开情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 公司在本次业绩说明会上就投资者关心的问题给予了回复，主要问题及回复 情况如下： 什么技术上的突破进展？比如专利或投产的核心技术？今年的科技转型是否还 会有新的规划？ 回复：尊敬的投资者，您好。公司在推动公司通信与数字科技战略转型的过 程中，汇聚通信领域的多位专家，建立核心的专家顾问团队并成立万通信研院， 参与制定公司通信与数字科技相关领域的中长期、年度建设规划，组织相关课题 研究，为公司寻找关键资源、关键技术、关键团队提供前瞻性、高水平的咨询建 议和保障。今年，公司将继续着力整合 AI 时代下符合国家先进生产力发展方向 的通信与数字科技战略转型核心要素，全面汇聚关键资源、战略合作伙伴、核心 技术及专业团队，积极开拓数字与科技领域的关键市场，持续推进公司转型升级。 感谢您的关注。 回复：尊敬的投资者，您好。公 ...

2025年6月17日，山东春光科技集团股份有限公司（以下简称"春光集团"）创业板IPO申请获深交所受 理，拟募资7.5亿元用于扩产、建设研发中心及补流。随着招股书的披露，一系列问题与风险也逐渐浮 出水面，引发市场广泛关注。 2022-2024年，春光集团经营活动净现金流从8010.28万元骤降至2864.92万元，降幅达64.23%，净现比 （经营现金流/净利润）从1.03降至0.29，意味着每赚1元净利润，实际到手的现金不足0.3元。这一现象 与营收增长（2024年营收同比增15.81%）形成背离，暴露盈利"含金量"不足。 现金流恶化主因应收账款激增。公司2024年末应收账款余额达3.59亿元，占营收33.3%，增速 （30.48%）远超营收增速，显示回款能力弱化。 业务结构单一 经营性现金流大幅滑坡 春光集团主营业务为软磁铁氧体磁粉的研发、生产和销售，并沿产业链发展软磁铁氧体 磁心、电子元 器件和电源等产品。 2022-2024年，春光集团营业收入分别为10.15亿元、9.30亿元和10.77亿元，扣非归母净利润分别为 7362.35万元、8514.58万元和9275.71万元。 公司的产品广泛应用于新能 ...

Core Viewpoint - The article emphasizes the importance of exploring overseas markets for the chip industry, particularly in Europe, as a strategy for industry upgrade and sustained growth amidst intense domestic competition and technological innovation [3]. Group 1: Overview of the European Market Exploration - The chip industry is increasingly focusing on overseas markets, with "going abroad" seen as a new option for growth [3]. - A business investigation trip to Germany is planned from September 4 to September 14, focusing on key cities and major exhibitions like IFA and IAA [3][4]. - The IFA exhibition, one of the largest in the world, attracted over 1,800 exhibitors and more than 210,000 visitors from 138 countries in its last edition [4]. - The IAA exhibition, a key event in the global automotive industry, had 750 exhibitors from 38 countries and over 500,000 visitors [4]. Group 2: Activities and Engagements - The trip will include deep-dive salons and visits to renowned companies and universities, facilitating connections with local resources [6][7]. - Previous trips to Germany in 2018 and 2023 have built a strong resource network and experience in organizing industry-specific itineraries [10]. - The itinerary includes visits to significant cities like Berlin, Leipzig, Dresden, Stuttgart, and Munich, each representing key industrial characteristics [7]. Group 3: Exhibition Insights - IFA covers various aspects of consumer electronics, providing insights into market demands in Germany and globally [5]. - IAA encompasses the entire automotive supply chain, featuring major manufacturers and component suppliers, allowing for efficient identification of potential partners and projects [5]. Group 4: Company Visits and Learning Opportunities - The itinerary includes visits to notable companies such as GlobalFoundries and Mercedes-Benz, which are pivotal in the semiconductor and automotive sectors [19][20]. - Nexperia, a leading semiconductor company, and Fraunhofer, a model for integrating scientific research with industrial development, will also be explored [22][23].

就公司自愿披露的"4通道12位16G高速高精度射频直采ADC芯片和8位64G超高速AD转换器的应用领 域"有关提问，公司方面表示：公司于2024年12月及近期分别发布了这两款AD转换器产品，均是自主设 计，全流程自主安全，性能与国际同类型先进产品相当。 8位64G超高速AD转换器产品误码率低、支持DC位64G超高速AD转换器产品误码率低、支持DC输入、 同时兼具抗辐照能力，可应用于航天、航空、探测、感知、无线通信、激光通信、卫星通信、高端仪器 仪表、6G星通信、高端仪器仪表、6G通感一体化等多个领域。 成都华微(688709)披露最新投资者关系活动记录表显示，公司于6月18日接待十余家机构投资者现场参 观并调研。 据介绍，公司在超大规模FPGA、高性能AD/DA转换芯片、嵌入式SoC与MCU三个方向齐头并进，可以 实现依托公司全系列芯片，为客户提供一系列低价格、低功耗、小体积、高可靠性的SiP、模块、板级 国产化系统解决方案，形成信号处理与控制的成都华微产品生态。 4通道12位16G高速高精度射频直采ADC芯片，配套有HWD6952时钟芯片，支持最多10个时钟通道扇 出，最多可支持8片HWD12B16GA4型 ...

原标题：中移金科精彩亮相MWC，多项金融创新产品筑牢民众"钱袋子"安全防线 6月18日至20日，2025年世界移动通信大会（MWC）在上海盛大举行。作为深耕"通信+金融"领域 的科技型企业，中移动金融科技有限公司（简称"中移金科"）全面展示了自身在金融科技领域的技术实 力与创新成果。公司坚持以科技赋能保险服务，持续推动数字金融的普及与深化应用，积极拓展民生场 景融合，推出"守机宝""防电信诈骗保障服务"等一系列保障类产品和服务，为广大用户打造全方位、多 层次的生活安全防护体系。 未来，中移金科将持续秉承央企责任，发挥运营商资源优势，深化"通信+金融"融合发展，为人民 群众提供更加智慧、便捷、安全的金融服务体验。 在终端保障方面，中移金科通过一站式、全流程服务体系，为用户带来"用机无忧"的优质体验。产 品依托中国移动庞大的客户基础、广泛的渠道资源与强大的数据分析能力，整合终端维修、保值、焕新 等服务内容，覆盖碎屏、进液、盗抢、电池老化、平板屏裂等高频风险场景，不仅提供原厂配件维修、 双向免邮、换屏后90天质保等贴心服务，更推出年年焕新、保值换新等保障方案，助力用户轻松实现设 备更新换代，显著降低用机成本。 在服 ...

6月18日，美格智能技术股份有限公司正式递表港交所，拟港股IPO上市。 美格智能是全球领先的无线通信模块及解决方案提供商，以智能模块（尤其是高算力智能模块）为核心，推动智能化、端侧AI 及5G通信的广泛应用。根据弗若斯特沙利文的资料，于2024年，按无线通信模块业务收入计，美格智能在全球无线通信模块行 业中排名第四，占全球市场份额的6.4%。 美格智能尤其在智能模块、特别是高算力智能模块方面具有显著优势。随着行业对智能化和算力需求的不断提升，美格智能率 先将高算力智能模块作为核心业务方向，并通过技术创新和产品迭代，持续引领行业发展。根据弗若斯特沙利文的资料： 智能模块方面，美格智能是全球首家推出智能模块产品的公司；是全球首家实现5G智能模块在新能源汽车上实现大规模搭载的 公司。 美格智能的产品和解决方案广泛应用于泛物联网、智能网联车和无线宽带三大核心领域，支持智能化、端侧AI及5G通信在多种 应用场景的落地。尤其在智能网联车方面，美格智能占据行业领先地位。根据弗若斯特沙利文的资料，于2024年，以5G车载模 块出货量计，美格智能位列行业第一，占同年全球市场规模总额的35.1%。 2022年、2023年及202 ...

柔性显示器件是由柔软材料制成的可变形、可弯曲、可折叠的显示装置，相较于其他显示器件，具有低 能耗、超轻薄、不易破碎且形状可变等显著特点。柔性显示的应用多种多样，但基本形态依据柔性度可 以归类为可弯曲柔性显示、可折叠柔性显示、可卷绕柔性显示和可拉伸柔性显示四种，其中可弯曲柔性 显示和可折叠柔性显示已在消费电子领域实现了大规模应用。 目前，实现柔性显示的主要技术包括有机发光二极管（OLED）、电子纸（e-Paper）、液晶显示器 （LCD）等技术，还包括量子点发光二极管（QLED）、Micro-LED、钙钛矿发光显示器（PeLED）等 技术。柔性OLED技术是目前主流技术，柔性电子纸技术与柔性LCD技术是为满足特定场景应用的一种 补充。柔性QLED技术与柔性MicrO-LED技术作为新的技术趋势正在迅速发展。 | 发展现状 | | --- | 内容概要：柔性显示器件是由柔软材料制成的可变形、可弯曲、可折叠的显示装置，相较于其他显示器 件，具有低能耗、超轻薄、不易破碎且形状可变等显著特点。柔性显示技术打破了传统显示器"必须是 平面且刚性"的限制，实现了显示设备的弯曲、折叠甚至卷曲，为电子产品带来了前所未有的形态创 ...

Group 1: Event Overview - The 2025 World Mobile Communication Conference (MWC25 Shanghai) is showcasing the strong momentum of technological innovation in China and the Asia-Pacific region, focusing on themes such as AI+, industry interconnectivity, and 5G integration [1][2] - GSMA CEO emphasized that the next phase of mobile communication will be defined by 5G-Advanced (5G-A), independent networking, and AI, providing Chinese companies with broader development opportunities [1][2] Group 2: 5G and AI Integration - China is leading the global market in 5G-A technology, with projections indicating that by 2025, over 95% of the population will be covered by 5G networks, contributing $2 trillion to the economy [2] - Huawei and major telecom operators launched 5G-A experience innovations, with a goal for 95% of vehicles to be connected by 5G by 2030, seizing opportunities in the smart connected vehicle market [2][3] Group 3: AI Applications - AI models showcased at the conference include applications in flood management and chemical safety, enhancing disaster monitoring and operational efficiency [3][4] - Lenovo demonstrated advanced AI capabilities with intelligent systems that can create and act, showcasing the potential of multimodal AI models [4] Group 4: Innovative Transportation Solutions - The conference introduced a new GSMA innovation area featuring various innovative transportation systems, including eVTOL aircraft for logistics and emergency services [5][6] - Companies like Peak Aviation Technology and Chang'an Automobile presented advanced aerial vehicles capable of vertical takeoff and landing, targeting applications in firefighting and recreation [6] Group 5: Communication Technology Advancements - Companies are developing integrated solutions combining 5G-A technology with robotics and marine communication systems, enhancing connectivity across various domains [7] - The integration of satellite communication and terrestrial networks is seen as crucial for bridging digital divides, with companies like Guangdong Tongyu Communications focusing on comprehensive coverage [8] Group 6: Global Impact and Future Prospects - MWC25 Shanghai is positioned as a key platform for transforming local innovations into international standards, facilitating the global expansion of China's digital economy [9]

Core Insights - Shanghai is progressively achieving its goal of becoming an international technology and innovation center, with MWC Shanghai playing a crucial role in this transformation [1][9] - China has emerged as the largest mobile connectivity nation globally, leading in 5G user scale and technology development [1][10] - The mobile industry is projected to contribute over $2 trillion to China's economy by 2030, with growth rates expected to surpass the global average due to accelerated 5G application [3] Group 1: MWC Shanghai's Role and Significance - MWC Shanghai has been established for twelve years and is now a platform for showcasing China's mobile industry creativity, innovation, and leadership [4] - The event is expected to attract participation from approximately 150 countries and regions, focusing on regional market characteristics while accommodating international business needs [4] - The GSMA Innovation Hub at MWC Shanghai will feature cutting-edge technologies from leading Chinese companies, emphasizing the region's advancements in mobile technology [6] Group 2: Technological Advancements and Industry Development - Shanghai has built over 843,000 outdoor 5G base stations and 442,600 indoor small stations, establishing a leading advantage in 5G-A, optical networks, and industry-specific networks [4] - The city is promoting the development of a new generation of communication industry chains, focusing on satellite internet and 5G-A network applications [5] - MWC Shanghai will showcase key scenarios and pathways for "communication technology+" innovations, including AI, autonomous driving, and satellite communication [6] Group 3: Policy and Standardization - The Policy Leaders Forum (PLF) at MWC Shanghai will gather global policymakers and industry leaders to discuss the impact of AI, bridging the digital divide, and the future potential of mobile connectivity in the 6G era [9] - The forum will address the need for unified global communication technology standards to avoid fragmentation, which was a challenge before the advent of 4G technology [9][10] - MWC Shanghai is positioned not only as a technology showcase but also as a vital engine for promoting international cooperation and economic development [9]

继东山精密投资近60亿布局光通信业务后，6月18日，东山精密发布《向特定对象发行A股股票发行情况报告书》的增发事项公告，募资金额总额为14.04 亿元。 | | 序号 | 融资轮次 | 融资金额 | 企业估值 | 比例 | 投资方 | 关联机构 | 来源 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 2025-06-18 | 定向增发 | 14.04亿人民币 | = | . | 个人投资者 | 个人投资者 | | | 2 | 2019-10-18 | 定向增发 | 20亿人民币 | = | | 未披露 | 未披露 | 东山精密拟具资不超 20亿元用于无线模 块生产建设等项目 | | 3 | 2019-06-30 | 股权融资 | 未披露 | . | | 张家港产业资本中心 | 张家港产业资本中心 | | | র্ব | 2018-06-30 | 定向增发 | 未披露 | - | - | 前海开源 | 前海开源 | | | 5 | 2017-08-16 | 战略融资 | 未披露 | u | | 恒锐创投 | 恒锐创投 | | | ...