华经产业研究院为助力企业、科研、投资机构等单位了解AI模组行业发展态势及未来趋势，特重磅推 出《2025-2031年中国AI模组行业发展全景监测及投资方向研究报告》，本报告由华经产业研究院研究 团队对AI模组行业进行多年跟踪研究，使用桌面研究与定量调查、定性分析相结合的方式，全面解读 AI模组行业市场，深度挖掘行业潜在商机；科学运用研究模型，多维度对行业投资风险进行评估后精 心研究编制。 上游为原材料供应环节，涉及AI加速器、异构计算单元（CPU、GPU、NPU）、内存、传感器接口等； 中游为AI模组制造环节，主要涵盖了AI模组的设计、制造、封装、测试与验证等工艺；下游则是应用 环节，包括但不限于汽车电子、智慧家庭、消费电子及智慧零售等应用场景。 全在万物智联和AI发展趋势下，AI模组作为智能模组的下一演进趋势，集成了NPU和先进计算单元， 为工业、城市和家庭场景中的本地AI推理提供强大的异构计算。AI模组因融合了通信与AI处理，是端 侧AI的理想推动器，AI模组的计算能力可应用于智慧家居，其AI模型端侧推理能力则可以应用于智慧 零售领域，在AIoT应用中蕴藏巨大潜力。2023年，中国公域AIoT市场规模约为 ...

7月1日，山东信通电子股份有限公司（股票代码：001388 简称"信通电子"）正式登陆A股。作为国内工业 物联网智能终端及系统解决方案的领先企业，公司深耕电力、通信双赛道，依托持续领先的技术壁垒，获 得了国家电网、南方电网、中国联通、中国移动等头部客户的长期认证，随着资本化进程的持续推进，公 司产能及技术实力将得到进一步的提升，为业务增长注入新动能。 双轮驱动业务布局，细分领域龙头地位凸显 信通电子自1996年成立以来，在以创始人暨实际控制人李全用为核心的技术团队引领下持续深耕工业物联 网领域。该团队核心成员多具有淄博无线电厂、淄博市计算机应用研究所等资深工业机构背景，在工业物 联网技术研发领域积淀深厚。 依托核心团队的专业底蕴，信通电子形成了 输电线路智能巡检系统、变电站智能辅控系统、移动智能终端 三大核心产品矩阵，覆盖 电力、通信 两大国民经济关键领域。2024年，公司营收首次突破10亿元大关，其 中输电线路智能巡检系统贡献64.88%营收，变电站智能辅控系统同比增长80%至1.53亿元，成为增速最快的 业务引擎。 目前，信通电子已成为了国内具有代表性的工业物联网智能系统提供商。 在通信运维领域，公司通信 ...

Group 1 - The stock of Yinghantong (688080) has a comprehensive score of 58.60, indicating a strong performance [1][3] - The main cost analysis shows the current main cost at 48.89 yuan, with a 5-day average of 48.98 yuan and a 20-day average of 44.73 yuan [1][3] - The stock has not experienced any limit-up or limit-down events in the past year [1] Group 2 - As of July 1, 2025, the stock's short-term pressure level is at 50.89 yuan, while the short-term support level is at 47.65 yuan [2] - The stock's mid-term pressure level is 51.64 yuan, and the mid-term support level is 45.96 yuan [2] - The current trend is unclear, with the market waiting for the main funds to choose a direction [2][3] Group 3 - On July 1, 2025, the net outflow of main funds was 17.14 million yuan, accounting for -14% of the total transaction amount [2][3] - The net outflow from large orders was 4.04 million yuan, while the net outflow from retail investors was 9.10 million yuan [2][3] - Related industry sectors such as communication equipment, edge computing, industrial internet, and IoT experienced slight declines of -0.49%, -0.55%, -0.25%, and -0.27% respectively [2][4] Group 4 - The latest financial report indicates earnings per share of 0.302 yuan and an operating profit of 0.32 billion yuan [4] - The net profit reported is approximately 22.89 million yuan, with a sales gross margin of 49.824% [4]

特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 2025年6月27日，加拿大政府以 "国家安全" 为由，命令 海康威视 加拿大有限公司停止在加运营并关闭其业务，这 一行为严重损害了中国企业的合法正当权益，干扰破坏了中加正常经贸合作。6月28日，中国驻加拿大使馆对此表示 强烈不满和坚决反对，强调中国政府一贯鼓励企业按市场原则、国际规则及当地法律开展对外合作，反对泛化国家安 全概念、打压中国企业的错误做法，同时敦促加方停止将经贸问题政治化，为中国企业提供公平环境，中方将采取一 切必要措施维护企业权益。 事件脉络 加拿大政府的行动 加拿大政府以所谓 "国家安全" 为由，要求海康威视加拿大公司停止运营并关闭业务，这一决定延续了部分西方国家 对中国科技企业的打压趋势，且未提供明确的证据支持其指控，本质上是对正常经贸合作的破坏。 中国政府的回应与态度 中国驻加拿大使馆已明确表明立场，强烈反对加方的无理行为，指出其泛化国家安全概念、滥用国家力量歧视打压中 国企业，违背市场原则和国际规则。 中方强调将坚决维护中国企业的正当合法权益，这体现了中国政府对企业海 ...

Core Viewpoint - Shandong Xintong Electronics Co., Ltd. (stock code: 001388.SZ) has successfully listed on the Shenzhen Stock Exchange, with a closing price of 63.44 yuan, reflecting a significant increase of 286.36% on its first day of trading, and a total market capitalization of 9.897 billion yuan [1] Group 1: Company Overview - Xintong Electronics specializes in providing industrial IoT smart terminals and system solutions, focusing on the power and communication sectors [1] - The company aims to address comprehensive intelligent operation and maintenance needs through its products [1] Group 2: Financial Performance - From 2022 to 2024, the company reported revenues of 781.763 million yuan, 930.9025 million yuan, and 1.0050614 billion yuan, respectively, with net profits of 117.459 million yuan, 124.04 million yuan, and 142.7798 million yuan [5][7] - The net cash flow from operating activities increased significantly, reaching 152.1148 million yuan in 2024 [5][6] Group 3: Business Segments - The revenue from the transmission line intelligent inspection system has shown a growth rate higher than that of comparable companies, with gross margins of 47.02%, 44.28%, 41.28%, and 40.38% over the reporting period [1][2] - The company has also ventured into the power engineering business, generating revenues of 24.8659 million yuan in 2021 and 91.4689 million yuan in 2022, although it plans to limit the scale of this business in the future [2][3] Group 4: Fundraising and Investment Plans - Xintong Electronics raised a total of 640.38 million yuan through its IPO, with a net amount of 563.632 million yuan after deducting issuance costs [3] - The funds will be allocated to projects including the development of a three-dimensional inspection and big data analysis platform, maintenance base construction, and R&D center establishment [4] Group 5: Future Projections - For the first half of 2025, the company expects revenues between 431 million yuan and 474 million yuan, with net profits projected to be between 50.3 million yuan and 55.6 million yuan [9][10] - The company anticipates a total revenue of 1.1160079 billion yuan and a net profit of 150.4909 million yuan for the full year of 2025 [10]

信通电子聚焦于电力和通信两大关乎国计民生的核心领域，赋能其智能运维场景，多年来，公司以技术 创新为矛，攻克了传统运维模式中的诸多壁垒。 在电力行业，面对我国持续扩大的电网规模和日益严峻的安全运行挑战，信通电子的"输电线路智能巡 检系统"与"变电站智能辅控系统"应运而生。前者通过部署在野外杆塔上的可视化智能巡视终端，结合 人工智能图像分析技术，实现了对线路通道环境的远程、实时、智能化监控，有效替代了低效且高风险 的人工巡检。后者则通过系统集成，将变电站内孤立的安防、消防、环境等子系统整合为统一的智能辅 控平台，大幅提升了变电站的运维效率与安全性。 公司招股书数据显示，这两大电力智能化业务已成为公司强劲的增长引擎，其合计收入占主营业务收入 的比重从2022年的58.46%一路上升至2024年的80.12%，彰显了其强大的市场需求与产品竞争力。 在通信行业，信通电子的"通信综合运维智能终端"，将光功率测试、网络测速、IPTV测试、身份认证 等多种功能集于一体，为一线装维工程师提供了"一站式"的解决方案，有效提升了网络开通和维护的效 率。凭借在此细分领域的先发优势和技术深度，公司已占据市场领先地位，公开资料显示其市场 ...

欧菲光自研机电一体化全自动锁体，做到在满足一线头部品牌高性能、强稳定性的同时，很好地控制成 本，极大地推动智能门锁从半自动 机械 锁向全自动机电一体化智能锁的升级，从技术上给智能门锁赛 道带来更大的想象空间。 欧菲光还结合自身的光学产业 优势资源 ，不断发力3D感测及视觉方案，研发了包括ToF方案、结构 光、双目摄像头（双IR）、人脸&猫眼二合一等多种差异化视觉方案。2022年，公司发布首款VGA ToF 人脸识别 方案。该方案软、硬件均为公司自主研发，硬件采用了欧菲光自主研发的VGA分辨率ToF摄 像头模组，其投射点云数量高达30万，确保了欧菲光此款方案在安全系数方面实现关键突破，达到银联 金融级别的安全等级，并在行业头部客户率先量产。 欧菲光并没有局限于智能门锁单一零部件的研发制造，而是以指纹识别、3D感测及视觉方案为核心支 撑，通过自研加策略合作的方式，同时整合集团自身优势产业链，从指纹模组、3D Sensor、猫眼、锁 控板到ID/CMF、整锁设计上提供一站式服务，赋能智能门锁整机业务，打造整机研发设计和生产制 造。公司通过高质量的产品、定制化的服务和持续的技术支持，成功突破智能门锁行业头部客户。 随 ...

Company Overview - Shandong Xintong Electronics Co., Ltd. successfully listed on the Shenzhen Stock Exchange on July 1, 2023, with the stock code 001388 [1] - Established in 1996, the company specializes in industrial IoT smart terminals and system solutions, focusing on power and communication sectors [1][2] - Recognized as a "Little Giant" enterprise by the Ministry of Industry and Information Technology in 2021 [1] IPO Journey - The IPO process began in February 2019 when the company signed an agreement with China Merchants Securities for its initial public offering [2] - The major shareholders include Li Quanyong, holding approximately 47.27%, and Wang Legang, holding about 11.74% [2] - The company was previously listed on the New Third Board in December 2014 but terminated its listing in April 2018 [2] Financial Performance - Revenue figures for 2022 to 2024 are projected at 781 million yuan, 931 million yuan, and 1.005 billion yuan respectively, with net profits of 117 million yuan, 124 million yuan, and 142 million yuan [3] - The first quarter of 2025 is expected to show improved performance due to increasing market demand in the power industry [3] Fundraising and Future Plans - The company aims to raise approximately 475 million yuan through this IPO to enhance production scale, technological advantages, and core competitiveness [3] - Planned investments include the development of a three-dimensional inspection and big data analysis platform, maintenance base and service network construction, and a research and development center [3] - Future strategies focus on enhancing manufacturing capabilities and customer service, aiming to become a leader in empowering industries through IoT [3] Market Impact - Following the IPO, the company's stock price reached 67.02 yuan per share, marking a 308.16% increase and a market capitalization exceeding 10.46 billion yuan [3] - With this listing, the total number of A-share listed companies in Zibo has reached 35, with 13 in the Zibo High-tech Zone [4]

天眼查App显示，近日，航华医疗科技（四川）有限公司成立，法定代表人为先文俊，注册资本1000万 人民币，由国标医药科技（南京）有限公司全资持股。 序号股东名称持股比例1国标医药科技（南京）有限公司100% 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；信息技术咨询服务；网 络技术服务；信息系统集成服务；第一类医疗器械销售；第一类医疗设备租赁；第二类医疗设备租赁； 第二类医疗器械销售；健康咨询服务（不含诊疗服务）；病人陪护服务；专业保洁、清洗、消毒服务； 医院管理；实验分析仪器销售；教学专用仪器销售；电子测量仪器销售；环境保护专用设备销售；电 子、机械设备维护（不含特种设备）；专业设计服务；建筑材料销售；制冷、空调设备销售；五金产品 批发；软件开发；人工智能基础资源与技术平台；软件销售；金属制品销售；技术玻璃制品销售；通信 设备销售；电子专用设备销售；信息安全设备销售；网络设备销售；家具销售；家用电器安装服务；工 程和技术研究和试验发展；物料搬运装备销售；人工智能硬件销售；物联网设备销售；物联网应用服 务；实验动物垫料销售；实验动物笼具销售；宠物食品及用品零售；塑料制品销售；物业管理； ...

Core Viewpoint - Xintong Electronics (001388.SZ) successfully listed on the Shenzhen Stock Exchange, with its opening price at 60.00 CNY per share, representing a 265.41% increase from the issue price of 16.42 CNY per share [1] Company Overview - Xintong Electronics was established in January 1996 and is located in the Zibo High-tech Zone. The company specializes in providing industrial IoT smart terminals and system solutions, focusing on the power and communication sectors [1] - The company has received several honors, including being recognized as a "National Intellectual Property Demonstration Enterprise" and a "Leading Enterprise in Artificial Intelligence in Shandong Province" [1] Financial Performance - The company's revenue for 2022, 2023, and 2024 is projected to be 782 million CNY, 931 million CNY, and 1.005 billion CNY, respectively. Net profits for the same years are expected to be 117 million CNY, 124 million CNY, and 143 million CNY [2] - In Q1 2025, Xintong Electronics achieved a revenue of 163 million CNY, marking an 11.48% year-on-year increase. The net profit attributable to shareholders was 7.64 million CNY, a 21.19% increase year-on-year [2] Shareholder Structure - Before the issuance, the chairman, Li Quanyong, held 47.27% of the company's shares, making him the controlling shareholder. Other significant shareholders include Wang Legang and Wang Bingyou, holding 11.74% and 9.21% of the shares, respectively [3] Use of Proceeds - The company raised a total of 640 million CNY from the public offering, which will be allocated to projects such as the development and industrialization of a three-dimensional inspection and big data analysis platform for transmission lines, maintenance base and service network construction, and a research and development center [2]