作为OPPO首次与汽车公司达成的双边专利许可协议，此次合作标志着OPPO蜂窝通信标准必要技术的 应用已从智能手机扩展至汽车领域。OPPO的5G标准必要专利目前已在全球40多个国家和地区布局。根 据权威专利分析平台LexisNexis® IPlytics数据，截至2025年1月，OPPO在5G专利综合实力排名中位居全 球第八。 除通信技术外，OPPO自主研发的VOOC闪充技术已被60余家汽车公司采用，累计搭载车辆超1000万 台，凸显OPPO在5G与移动互联领域的持续拓展，以及与全球合作伙伴推动跨行业创新的承诺。 据悉，截至2025年3月，OPPO全球专利申请量逾11.3万件，授权专利超6.2万件。OPPO表示，公司持续 加大对5G/6G、人工智能、充电、影像及视频等核心技术领域的投入，巩固其作为创新与高价值知识产 权领域全球领导者的地位。 责任编辑：何俊熹 新浪科技讯 6月5日下午消息，OPPO官方咨询平台OPPODAILY发文宣布，OPPO今日宣布与大众汽车集 团（下称"大众"）签署全球专利许可协议，将包含5G在内的蜂窝通信标准必要专利许可予该集团。根 据协议，OPPO的蜂窝通信标准必要专利将许可予大众全球 ...

客服还提到，除了Mate40系列，华为nova14 ultra这款机型支持5A速度。该客服表示，"5A代表最新先进的网络支持能力，能够让手机信号更稳定、更流畅， 在电梯、地库、景区等网络拥塞或信号较弱的环境下，依然能带来稳定且流畅的通信体验。" 6月5日，观察者网从电商平台客服了解到，目前华为Mate40系列（5G）手机产品已支持5G-A，而其余产品则不支持。 上个月，华为终端BG CEO何刚在鸿蒙校园公开课上透露，Mate 40系列至少还有1000万用户留存。而关于Mate 40系列升级鸿蒙5.0的计划如何规划，他表示 当前没有结论，接下来华为会认真分析怎么做。 去年3月底，中国移动宣布5G-A正式商用，随后OPPO、小米、vivo等品牌纷纷为旗下机型升级适配5G-A网络，包括搭载高通骁龙8 Gen3处理器的OPPO Find X7系列和小米14系列，以及搭载联发科天玑9300处理器的vivo X100 Pro及后续产品等。 5G-A即5G-Advanced，也被称作5.5G，被视为5G走向6G的过渡阶段。该协议针对5G商业化发现的问题，主要通过射频部分的改进和软件升级，更好地支持 工业、VR/AR等应用。 ...

奔涌向前的长江，在行将入海处，孕育出一片肥沃的冲积平原。 这片平原以不到4%的国土面积，创造出中国近四分之一的经济总量，这里是由沪苏浙皖合抱而成 的长江三角洲地区，也是中国版图上经济最活跃的区域之一。 推进长三角一体化发展是习近平总书记亲自谋划、亲自部署、亲自推动的重大国家战略。2025年 是长三角一体化发展上升为国家战略7周年。7年来，南京紧扣自身在长三角一体化发展中"重要的战略 支点、创新引擎和门户枢纽"定位，深刻把握"在落实国家重大发展战略上走在前"的重大要求，努力发挥 优势、积极主动作为、强化协同联动，以更加务实的举措推动长三角一体化发展走深走实。 创新共建，打造科技创新策源地 送药无人机从天元西路附近的药房起飞，搭载着药品，13分钟后抵达7.4公里外的紫金山科技城。 在南京低空物流应用场景中，6G技术从实验室研究阶段迈向了概念验证阶段。 作为科技体制改革的"试验田"，总部位于南京的江苏省产业技术研究院参与长三角国家技术创新中 心建设，推动创新要素和资源在更大范围内流动。"围绕体制机制探索、创新资源共享、人才引进与培 养等，我们也在积极加强与京津冀、粤港澳大湾区等地区的战略对接，积极搭建创新平台，推动 ...

编号：2025-004 | | □特定对象调研□分析师会议 | | --- | --- | | 投资者关系 | □媒体采访√业绩说明会 | | 活动类别 | □新闻发布会□路演活动 | | | □现场参观 | | | □其他（电话会议） | | 参与单位名称 | 博杰股份 2024 年度业绩说明会，面向全体投资者 | | 及人员姓名 | | | 时间 | 2025 年 5 月 30 日 15：00-17：00 | | 地点 | 深圳证券交易所"互动易平台"（http://irm.cninfo.com.cn）"云访谈"栏目 | | 上市公司接待人员 | 董事长 王兆春、独立董事 谭立峰、财务总监 张彩虹、董事会秘书 黄璨 | | | 1、请问公司业务有涉及自动驾驶方面的吗？ | | | 答：您好，感谢您的关注。在新能源汽车领域，公司可以为汽车自动驾驶相关 | | | 车载摄像头、毫米波雷达等产品提供测试及自动化解决方案。祝您投资顺利，谢谢。 | | | 2、请问目前证监会大力提倡资产重组。公司下一步有计划进行产业并购重组 | | | 嘛？ | | | 答：感谢您的关注。公司坚持内生发展与外延并购并行发展的整体战 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of the A-share market, particularly in sectors related to optical modules, rare metals, and 6G technology, driven by significant investments in AI and related infrastructure [1] - The U.S. stock market saw all three major indices rise, with Nvidia's stock increasing by 2.8%, leading to a market capitalization of $3.45 trillion, making it the highest valued company globally [1] - Recent reports indicate that Oracle plans to invest approximately $40 billion in Nvidia's GB200 GPUs to support the "Star Gate" project in Abilene, Texas, while xAI aims to expand its GPU card inventory to 1 million units, indicating a growing demand for high-speed optical modules [1] Group 2 - In the past five trading days, the 5G Communication ETF (515050) experienced a net inflow of 75.21 million yuan, while the AI-focused ETF (159381) saw a net inflow of 5.18 million yuan over the last ten trading days [2] - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and is the largest ETF in the market focused on 5G, AI computing power, and the Nvidia supply chain, covering various leading companies in AI computing, 6G, consumer electronics, and optical modules [2] - The AI-focused ETF (159381) tracks the AI index of the ChiNext board, selecting companies primarily engaged in AI, with significant exposure to optical modules and IT services, including leading firms like New Yisheng, Zhongji Xuchuang, and Tianfu Communication among its top ten holdings [2]

2025 年 06 月 03 日 投资策略 估值与盈利周观察——5 月第 4 期：小微盘占优 ◼ 上证综合指数走势（近三年） (20%) (12%) (4%) 4% 12% 20% 24/6/3 24/8/14 24/10/25 25/1/5 25/3/18 25/5/29 证券分析师：张冬冬 大类行业估值：原材料、设备制造、工业服务、交通运输、消费、科 技历史估值皆处于 50%以下，金融地产估值高于 50%历史分位。 一级行业估值：各行业估值分化，非银金融、有色金属、通信、电子、 农林牧渔、家电估值处于近一年低位。 电话： E-MAIL：zhangdd@tpyzq.com 分析师登记编号：S1190522040001 证券分析师：吴步升 电话： E-MAIL：wubs@tpyzq.com 分析师登记编号：S1190524110002 市场估值分化，小微盘占优。上周宽基指数估值分化，微盘股表现最 优，创业板指表现最弱。从 PE、PB 偏离度的角度看，食品饮料、农林牧 渔、公用事业等行业估值较为便宜。向前看，本周市场 ERP 与前一周持 平，处于一倍标准差附近。 市场表现：微盘股、国证 2000、稳定表现最好； ...

Presenting a joint white paper with pSemi nominated for Best Industry Paper Award highlighting next-generation RF switch technology MIGDAL HAEMEK, Israel, June 3, 2025 – Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog semiconductor solutions, today announced its participation in the upcoming International Microwave Symposium (IMS) 2025, taking place June 16–21 in San Francisco, California, highlighting its advanced RF & HPA technology platform and latest advancements in RF ...

（央视财经《经济信息联播》）广东省东莞市长安镇是我国电子信息产业重镇，2024年实现地区生产总值1050.7亿元，实现了从"百亿镇"到"千亿镇"的历史 性跨越。2025年，全镇锚定5%的经济增长目标。从产业技术突破，到国际标准突围，这个小镇很"硬核"。 总台央视记者 王宇：这里是1996年。在这个年代，家里要是有部座机可是件非常时髦的事儿，电话铃一响，孩子们会抢着接，大人就会说"别玩了，话费好 贵的"。 从结果看，这部手机经受住了高温、冰冻、潮湿等恶劣工况的考验。经过了出厂前的这次检测，它们就可以正式走向市场了。这些年，张晨璐带领团队持续 攻关，先进的技术让国产手机可以覆盖更为广阔的使用场景。付出终有回报，不久前，他们申报的第五代移动通信系统关键技术与工程应用获得了国家科学 技术进步奖一等奖。 移动通信专家 张晨璐：10年很长，但是也很短。长是对于一个人来说，可能我10年前没有白头发，现在有白头发了；但是对于一个技术来说，它10年仅仅 是发生了一个大的跳跃，其实也是很短的。 在张晨璐看来，相较技术，能参与和主导行业标准制定更为"硬核"。这几年，他们先后向国际标准化组织递交技术提案17000余篇，申请5G、6G ...

Core Insights - The company, HaiNengDa, has evolved from a traditional hardware manufacturer to a provider of integrated communication solutions, reflecting a shift in focus from hardware to a combination of hardware and software solutions [2] - The company is involved in various sectors including quantum technology, satellite internet, and 6G concepts, indicating a strategy to enhance its valuation through association with trending technologies [3] - Despite holding a dominant position in the domestic market with approximately 60% market share, the company faces challenges in the international market, highlighted by a recent court ruling in the U.S. that exposed its vulnerabilities in the global supply chain [3] Business Structure - As of the first three quarters of 2024, the company's business structure is divided into terminal business (46.34%), system business (30.35%), and OEM and others (23.31%), showcasing a balanced approach to its operations [2] - The company’s reliance on narrowband business is diminishing, prompting a need for growth in emerging sectors to sustain overall performance [4] Financial Performance - The company's net profit saw a dramatic increase of 70.49% year-on-year in the first three quarters of 2024, but a significant drop of 75.83% in the first quarter of 2025, indicating volatility in its financial performance [4] - The absence of dividends over the past three years reflects a cautious approach to cash flow management, which may not be well-received in the capital markets [4] Strategic Challenges - The company must navigate external policy risks while addressing internal growth challenges, which is a common scenario for many traditional manufacturers undergoing transformation [4] - Balancing technological investment with short-term profitability will be crucial for the company's future success, especially in light of emerging concepts like AI private networks and domestic chip production [4]

Core Viewpoint - The company, Chuangyuan Xinke, is gaining institutional interest and has made significant advancements in low-altitude economy and 6G testing technologies, showcasing its strategic developments and future plans through various institutional engagements and performance briefings [1]. Group 1: Institutional Interest and Engagement - Chuangyuan Xinke has received attention from multiple institutions, including Western Securities, Dongwu Securities, and Founder Securities, with several meetings held in May 2023 [1]. - The company hosted an annual performance briefing on May 15, 2023, to present its technological breakthroughs and market strategies in low-altitude economy and 6G testing [1]. Group 2: Project Wins and Product Development - The company has successfully won a procurement project for key equipment from Tonghao Low-altitude Intelligent Technology Co., with a contract value of RMB 1.15 million for the mmWave 5G integrated testing system [2]. - The mmWave 5G system is part of the company's "1+3" development strategy, focusing on satellite internet and low-altitude economy communication testing products [2]. Group 3: Strategic Focus and Product Expansion - Chuangyuan Xinke's "1+3" strategy emphasizes communication testing in satellite internet and low-altitude economy, with new product launches such as the Rainbow series for low-altitude signal monitoring [3]. - The company has seen significant year-on-year growth in customer expansion and sales in the satellite internet testing sector, including the launch of low-orbit satellite payload certification testing systems [3]. Group 4: Collaboration and R&D Investment - The company is actively collaborating with Huawei on 5G/6G communication testing products, with ongoing projects in 6G technology development and product layout [4]. - Recent projects include the development of a high-bandwidth high-frequency channel simulator for 6G, which aims to enhance China's capabilities in advanced communication testing equipment [4]. - Chuangyuan Xinke has invested a total of RMB 491 million in R&D over the past three years, representing nearly 60% of its cumulative revenue during that period [5].