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中微半导净利增101%递表港交所 研发人员占49%月薪人均超3万
Chang Jiang Shang Bao· 2025-09-26 01:25
在科创板上市3年后,中微半导(688380.SH)向港交所主板发起"冲锋"。 9月24日晚间,中微半导公告显示,公司已于9月23日向香港联合交易所有限公司递交了发行H股股票并 在香港联交所主板挂牌上市的申请。 业绩方面,2025年上半年,中微半导实现营业收入5.04亿元,同比增长17.56%;净利润8646.96万元, 同比增长100.99%。 按照当前业绩增长趋势,中微半导2025年全年营业收入有望超过10亿元。 截至2025年上半年底,中微半导研发人员达211人,占公司总人数49.07%,研发人员总薪酬达3920.03万 元,人均薪酬18.58万元,月均超过3万元。 半年报中,中微半导介绍,上半年,公司8位MCU(微控制单元)的龙头地位进一步巩固,成为32位 MCU自主可控替代的重要供应商。 2025年营收有望超10亿 中微半导2022年8月在科创板上市,公司是中国领先的智能控制方案解决商,专注于数字和模拟芯片的 研发、设计与销售,为客户提供"MCU+驱动+底层算法"的一站式整体解决方案。 9月24日晚间,中微半导发布公告称,公司已于9月23日向香港联合交易所有限公司递交了发行H股股票 并在香港联交所主板 ...
清零助贷业务!量化派五闯港股 信贷风险等影响财务表现
Bei Ke Cai Jing· 2025-09-26 00:39
第五次递表港交所,量化派的命运会发生转变吗? 从"贷款平台"摇身变为"电商平台",量化派第五次叩响港交所大门。 这一次,量化派带来一个全新的故事:关停助贷业务,取而代之的是羊小咩和消费地图。 招股书说明书显示,2024年,量化派的收入近10亿元,毛利率为96.9%。然而,亮眼的业绩背后,公司的应收账款激增、周转天数拉长,现 金流压力悄然攀升。 本次赴港上市,量化派计划将募集到的资金用于提高公司的研发能力和改善其撮合服务的技术基础设施,以及推广业务模式等。 量化派停止撮合服务 该业务前年为公司贡献过亿收入 9月19日,量化派再次向港交所递交上市申请,开启第五次赴港上市之路。 此前,量化派分别于2022年6月29日、2023年2月21日、2024年5月20日、2024年12月31日向港交所递交上市申请,均未能如愿。 招股说明书显示,量化派是一家专注于中国消费领域的线上市场营运商。量化派的消费电商平台羊小咩(前身为"信用钱包")自2020年11 月起涵盖各式零售商品,如第三方市场供应商提供的消费电子产品、食品及饮料、家电、化妆品、珠宝、服装及个人日常护理用品等。 2022年4月起,量化派开始经营汽车零售O2O平台消 ...
2025年H1中国手机银行APP流量监测报告
艾瑞咨询· 2025-09-26 00:04
Core Insights - The mobile banking app has become a core platform for commercial banks to serve users, optimize experiences, and enhance competitiveness in the context of national digital transformation and financial technology innovation [1] - The market for mobile banking apps is entering a stage of stock competition, with user flow stabilizing between 650 million to 700 million from 2023 to 2025, indicating saturation [2] - User engagement with mobile banking apps is declining, necessitating refined operational strategies for banks to retain customers [4][6] User Flow and Behavior - The overall user flow of mobile banking apps in China is projected to fluctuate between 650 million and 700 million, with a change rate of -1.2% to 4.6% from 2023 to 2025, indicating market saturation [2] - User stickiness has significantly decreased, with average daily effective usage time dropping from 4.93 minutes to 2.70 minutes and daily usage frequency from 4.54 times to 2.86 times [4] Operational Strategies - Refined operations are essential for banks to break through in a saturated market, focusing on precise user insights and intelligent technology applications [6][7] - The strategy involves three layers: foundational user insights, scenario-based and differentiated operations, and establishing emotional connections with users [7] AI Integration - AI technology is recognized for its potential value across industries, aiding banks in refining operations by enhancing interactive experiences, risk management, and data efficiency [9] Rankings and Performance - The top 50 rankings show that state-owned banks dominate, with Agricultural Bank of China leading with an average MAU of 24.8 million, followed by Industrial and Commercial Bank of China and China Construction Bank [11][12] - Among joint-stock commercial banks, China Merchants Bank leads with over 7 million MAU, while many others face declining user engagement [16][17] - City commercial banks have shown strong performance, with Jiangsu Bank leading at 3.5 million MAU, and several banks achieving significant growth rates [19][20] Case Studies of Successful Apps - Agricultural Bank of China continues to lead the industry with a 4.8% increase in MAU, focusing on integrating financial services with daily life scenarios [28][29] - China Merchants Bank is recognized for its innovative digital services, maintaining its position as a leader among joint-stock banks [31] - Jiangsu Bank emphasizes the integration of digital capabilities with wealth management, enhancing its app to meet customer needs [33] - Beijing Bank's app showcases a digital transformation strategy that combines technology, scenarios, and services to create value [35]
新石器余恩源:中国无人物流车没有对手,是真的遥遥领先
Guan Cha Zhe Wang· 2025-09-25 14:20
(文/张志峰 编辑/周毅) 9月23日,位于"中国快递之乡"桐庐的新石器无人车生产基地内,第1万台无人物流车缓缓驶下生产线。 企业创始人兼CEO余恩源在接受采访时,现场爆料实时销售数据:"我们现在的销量是每月2000多台,相当于过去两年的量。不算海外,预计明年的市场需 求将达到4-5万台,相当于过去10年总销量的4-5倍。" T NIT S ist C) 8 8 < B e [ 客服电话 400- (P 等待交付的新石器无人车 这组数据并非个例,而是中国无人物流车行业整体爆发的缩影——2025年上半年全行业交付量已达1.2万台,超过2024年全年近一倍,德赛西威、佑驾创新 等跨界玩家密集入局,赛道迎来"钢铁洪流"式增长。 新人扎堆入场,老兵订单暴增 "现在每周都能接到新入局者的咨询电话,连传统车企都来问供应链方案。"余恩源的感受得到行业数据印证:2025年初,以Robotaxi业务起家的文远知行 WeRide,针对城市高频物流场景,推出了全新的无人物流车Robovan W5;2025年7月,京东推出自研VAN无人轻卡,加入无人物流车赛道;2025年9月,德 赛西威推出"川行致远"品牌,发布车规级无人配送车;同 ...
新石器交付破万台,无人配送车的春天来了?
Jing Ji Guan Cha Wang· 2025-09-25 14:10
另一个决定无人车需求的重要前提是路权。截至2025年上半年,全国已有103个城市开放了无人配送车的路权。"国内也好,海外也好,管理部门也是看需求 的,要不要给无人驾驶开放路权,要看需求有多大,需求足够大,那么路权也会逐渐越来越开放。"余恩源表示。 现阶段,快递是无人车最重要的应用场景,也是极具商业化前景的领域。桐庐是国内有名的"快递之乡",申通快递、圆通快递、中通快递、韵达快递(俗 称"三通一达")都起源于此地,其每年的快递件数占全国约三分之二。新石器选择在这里设置工厂并举办万台车交付仪式,即是为了贴近客户需求。 9月23日,新石器在浙江桐庐举办第1万台车下线交付仪式。新石器成为无人配送行业第一家车队规模过万台的企业,也让这一长期处于技术验证阶段的行 业,撕开了走向大规模商业化的口子。 就在2024年,新石器的无人车交付量才刚刚过千台。短短不到一年时间里,其交付量即扩增了10倍,达到1万台。新石器无人车创始人兼CEO余恩源表 示:"这是新石器的一小步,也是无人配送行业发展的新开始。"他认为,无人车未来将重构整个全球的物流基础设施。 新石器成立于2018年,过去七年里其在L4自动驾驶技术方面持续投入,在物流配送 ...
车企加速智能化转型 奔驰与字节跳动合作升级
Mei Ri Jing Ji Xin Wen· 2025-09-25 13:30
北京秋意渐浓,但车企加速智能化转型的热度不减。 9月23日,梅赛德斯-奔驰(以下简称奔驰)集团股份公司董事会成员、负责大中华区业务的佟欧福和北 京字节跳动董事长张利东并肩而立,签署了升级战略合作备忘录。 "我们正在各个业务领域大力推进以前沿AI(人工智能)技术赋能的数智化发展,很荣幸与领军的科技 企业字节跳动集团升级战略合作,进一步推进AI技术在汽车领域的跨业务融合与应用。未来,我们将 一道推动汽车智能化和AI应用的创新发展,以'奔驰标准'为基础,用'中国速度'为中国客户打造不断升 级的数字豪华新体验。"佟欧福表示。 这场被奔驰称为"顶峰相遇"的合作,或重新定义智能化时代汽车产业的分工模式。 根据奔驰官方披露的细节,双方将共同推动AI技术的跨业务融合,提速AI技术的深度融合及创新应 用。值得一提的是,双方合作将覆盖智能驾驶、座舱、研发、营销等全业务链,无论广度还是深度,在 此前的汽车行业中均不多见。 但外界同时也有不解,当"接入DeepSeek"成为车圈共识,为何奔驰选择了字节跳动?在智能化转型的关 键节点,百年车企与科技新贵的这场"联姻",究竟是短期市场策略还是长期战略布局?更值得深思的 是,在宝马聚焦智能 ...
赛力斯港股 IPO 获中国证监会备案
Zhi Tong Cai Jing· 2025-09-25 13:28
Core Viewpoint - The China Securities Regulatory Commission has issued a notice regarding Seres Group Co., Ltd. (601127), which plans to issue up to 331,477,235 overseas listed ordinary shares and list on the Hong Kong Stock Exchange [1] Company Development - Seres has undergone three entrepreneurial phases: 1. Initial phase (1986): Started with automotive parts like springs and shock absorbers, later expanded into motorcycles, establishing a manufacturing foundation 2. Second phase (2003): Entered vehicle manufacturing through a joint venture with Dongfeng Motor, gaining experience in complete vehicle production 3. Third phase (2016): Fully transitioned to the new energy vehicle sector, launching the core brand "AITO" in 2021 and rebranding from "Chongqing Xiaokang Industrial Group" to "Seres Group" in 2022, marking a strategic focus on new energy [3] Financial Performance - Revenue for 2023 is projected at 35.8 billion yuan, increasing to 145.1 billion yuan in 2024, a year-on-year surge of 305.5%, primarily driven by the sales volume of AITO models [7] - Gross margin is expected to rise from 7.2% in 2023 to 23.8% in 2024, an increase of 16.6 percentage points; net profit is forecasted to shift from a loss of 2.4 billion yuan in 2023 to a profit of 5.9 billion yuan in 2024, making it the fourth global new energy vehicle company to achieve profitability [7] Competitive Advantages - Recognition of new luxury brand: AITO ranks third in sales among high-end new energy passenger brands in China for 2024, with M7 and M9 dominating the 300,000 and 500,000 yuan market segments, respectively [6] - Efficient operational system: The company employs DSTE, IPD, and IPMS processes to achieve full-link collaboration from concept to mass production, leading the industry in product development efficiency [6] - Technological innovation barriers: AITO M9 features over 40 industry-leading technologies, while M8 includes over 40, with several being first in the industry [6] - Supply chain and manufacturing capabilities: The digital supply chain provides real-time alerts on key component quality, and the super factory utilizes digital twin and AI technology, achieving over 90% automation in production [6] - Comprehensive lifecycle service ecosystem: By the end of 2024, the company will have 670 experience centers and 310 user centers across over 210 cities, offering 24-hour rescue and service [6] - Entrepreneurial spirit and team: The management team has over 20 years of experience in the automotive industry, with R&D personnel expected to reach 7,117 by the end of 2024, a year-on-year increase of 28.72% [6] Production and Delivery - The company operates three smart factories with a combined annual production capacity of approximately 600,000 vehicles; the AITO M9 is projected to produce over 150,000 units within 10 months of its launch, demonstrating strong delivery capabilities [7] Market Reputation - In the second half of 2024, AITO's brand NPS (Net Promoter Score) is expected to reach 82%, ranking first in the new energy vehicle reputation list; the company has also been recognized for three consecutive years by Frost & Sullivan for having the best quality among new energy vehicle models [7]
广西推动构建涉重金属污染防治新模式
Zhong Guo Xin Wen Wang· 2025-09-25 13:03
广西壮族自治区政协副主席钱学明出席活动开幕式并致辞。中国工程院院士黄小卫、段宁分别作主题演 讲分享,分享各自在关键金属产业发展、重金属污染防控领域的经验和研究成果。 活动中,主办方组织20个重点项目集中签约,累计签约金额超200亿元(人民币,下同),涵盖技术研 发、成果转化、产业落地等多领域,助力广西构建涉重金属污染防治新模式,推动关键金属产业高质量 发展。 活动期间,主办方整合高校、科研机构及企业的核心专利技术资源,依托AI算法,建立合作机制,实 现技术供需智能匹配,打破成果转化壁垒,推动专利从"纸上"走向"车间",加速技术产业化落地。 主办方还发布《关键金属产业专利技术情况报告》及《涉重金属污染防治专利技术分析报告》,系统梳 理行业前沿技术动态与知识产权布局,为产业创新提供导航。 与会嘉宾通过主旨演讲、圆桌论坛等形式,深入探讨AI技术与专利转化运用,如何赋能污染防治技术 创新,解析关键金属产业发展的机遇与挑战,为行业绿色转型与高质量发展提供指引。 广西推动构建涉重金属污染防治新模式 此次活动还发布《知识产权跨区域合作赋能关键金属产业高质量发展倡议》,推动产业绿色转型。中国 银行股份有限公司广西壮族自治区分 ...
美图设计室亮相2025深圳CCBEC,AI直出跨境爆单商品套图
Sou Hu Cai Jing· 2025-09-25 12:56
9月17日至19日,在2025深圳CCBEC跨境电商展览会上,美图设计室携核心AI设计能力亮相并直接点出主题:用 AI做跨境爆单主图,为跨境卖家提供方便快捷的电商设计解决方案。 官方信息显示,本届CCBEC跨境电商展览会规模空前,总面积达8万平方米,汇聚1500多家展商,覆盖家居日 用、消费电子、鞋服箱包等14大跨境热销品类。 随着跨境电商赛道竞争日趋激烈,商品视觉呈现对流量转化的影响愈发关键,但一直以来,跨境电商行业都存在 实拍成本高、做图效率低、测图慢、爆单难等痛点。随着AI技术的逐步落地,美图设计室也浮出水面,成为跨境 电商降本增效的利器,5分钟生成全套商品图,测图周期从7天缩短至4小时,这是美图设计室针对行业痛点给出的 高效答卷。 展会现场,美图设计室特别向用户展示了专注于电商设计的AI Agent,用户只需输入一句话,即可生成符合亚马 逊、TEMU、TikTok等跨境平台规则和要求的图片和视频物料,涵盖场景融合、光影优化、卖点标注全流程。 针对卖家关心的多平台适配需求,系统还可整合适配TEMU、TikTok等平台尺寸,批量处理效率较传统设计大幅 提升。"传统实拍单张成本超200元,现在用AI成本不到 ...
高通发布骁龙X2 Elite系列处理器,升级Windows PC使用体验
Huan Qiu Wang· 2025-09-25 10:06
Core Insights - Qualcomm announced the launch of the Snapdragon X2 Elite Extreme and Snapdragon X2 Elite platforms, enhancing Windows PC user experience through breakthroughs in performance, energy efficiency, and AI technology [1][3]. Group 1: Product Features - Snapdragon X2 Elite Extreme targets ultra-high-end PCs, capable of handling complex workloads such as AI experiences, data analysis, and professional media editing while maintaining a lightweight design and professional performance [3]. - The Snapdragon X2 Elite features a 31% performance increase at the same power consumption compared to its predecessor, with a 43% reduction in power needed for equivalent performance [3]. - Both processors support a memory bandwidth of up to 228GB/s, a 69% increase from the previous generation, and can support three 5K 60Hz displays, Wi-Fi 7, 5G, and Bluetooth 5.4 [3]. Group 2: Market Positioning - Qualcomm's Senior Vice President Kedar Kondap emphasized that the Snapdragon X2 Elite strengthens the company's leadership in the PC industry, offering significant improvements in performance, AI processing, and battery life [5]. - Devices featuring the Snapdragon X2 Elite are expected to be available in the first half of 2026, indicating a strategic timeline for market entry [5].