证券日报网讯 1月13日，唯捷创芯在互动平台回答投资者提问时表示，卫星组网通过多颗卫星协同工 作，实现覆盖全球的通信网络。终端用户通过卫星通信芯片（如基带芯片+射频前端芯片等）与卫星建 立连接，实现语音、数据传输等功能。公司支持卫星通信的射频前端芯片已在智能手机和汽车等领域实 现规模化应用与深度拓展，助力实现"天地一体"的无缝通信体验。目前，公司正持续推动卫星通信与物 联网、6G等新兴技术的融合，积极布局更多终端与垂直行业应用，致力于为空天地一体化的下一代通 信网络建设提供核心支撑。 ...

值得注意的是，远望谷此次定增投入的物联网终端建设项目旨在将远望谷已在国内800余家景区得到验 证的成熟模式，系统性复制到全球主题乐园、博物馆等场景，通过投放自主研发的物联网终端销售与场 景IP深度结合的定制化文创商品，实现相关业务的快速发展。 1月13日晚，远望谷（002161）披露2026年度向特定对象发行A股股票预案，公司拟向不超过35名特定 对象募资不超过6.91亿元，重点投向RFID电子标签生产线建设项目、创新产业（300832）中心建设项 目、RFID电子标签芯片工艺升级项目、物联网智能终端建设项目及流动资金补充。 随着全球超高频RFID标签需求持续攀升，零售、图书、电力等领域应用加速渗透，国内鞋服行业RFID 普及趋势明显，市场空间广阔。远望谷现有产能已难以匹配业务发展需求，RFID电子标签生产线建设 项目达产后将新增20亿片产能，有效突破交付瓶颈，同时借助长三角地区发达的物流网络与产业集群优 势，优化供应链管理，降低运输及采购成本，显著提升盈利水平。 另外，随着物联网应用场景的持续拓展，智能柜、门禁读写器等定制化设备需求呈现强劲增长态势，其 中智能柜/箱出货量年复合增长率达27.23%。远望谷表 ...

远望谷1月13日公告，拟向不超过35名特定对象发行不超过2.22亿股A股股票，募集资金总额不超过6.91 亿元。扣除发行费用后的募集资金净额将用于RFID电子标签生产线建设项目、创新产业中心建设项 目、RFID电子标签芯片工艺升级项目、物联网智能终端建设项目和补充流动资金。 ...

Core Viewpoint - The Zhongguancun Smart City Information Industry Alliance (SCIIA) has officially launched the project application for the formulation and revision of national group standards for smart cities in 2026, aiming to promote high-quality standards and technological innovation in the smart city sector [1][5][31]. Application Requirements - Applicants must fill out and submit a group standard project application form, which should ideally be initiated by one organization with at least three participating organizations [6][33]. - Proposals that have already formed normative standard drafts and have been validated through practice will be prioritized for project approval, bypassing the drafting stage [6][33]. Application Scope - The application covers areas such as smart city technology, digital transformation, new infrastructure, and digital rural construction, focusing on standards that represent technological innovations or integrated applications in artificial intelligence, big data, blockchain, cloud computing, the Internet of Things, and security [2][7][34]. - Proposals that can fill existing gaps in international, national, or industry standards will be prioritized for project approval [2][7][34]. Acceptance Timeline - Applicants must submit the stamped group standard project application form and optionally a standard draft to SCIIA. The standardization department will organize project review within 10 working days of receiving the proposal and will notify the applicant of the acceptance results [29][29]. Organizational Background - SCIIA, established in 2015, is a national-level 4A social organization with independent legal status, encompassing well-known institutions, universities, and enterprises in the smart city field [9][36]. - The alliance aims to promote global cooperation in smart cities, accelerate industrial agglomeration, and contribute to the construction of green digital China and future smart societies [11][38].

Core Viewpoint - Company plans to invest in a new integrated circuit packaging and testing production base in Malaysia, with a total investment not exceeding 2.1 billion RMB, accounting for approximately 13.68% of the company's total assets [1][5]. Investment Project Details - Investment Type: New Project [2] - Project Name: Integrated Circuit Packaging and Testing Production Base in Malaysia [2] - Main Content: Production lines and supporting facilities for integrated circuit packaging and testing [2] - Location: Penang, Malaysia [2] - Total Investment Amount: Not exceeding 210,000 million RMB [2] - Company Investment Amount: Not exceeding 210,000 million RMB [2] - Construction Period: 60 months [2] - Within Main Business Scope: Yes [2] Strategic Importance - Malaysia holds a significant position in global semiconductor manufacturing, particularly in packaging and testing, with Penang being a key hub attracting major international chip manufacturers [3][7]. - The project aims to leverage the local market environment and industrial foundation to expand the company's overseas market scale and enhance revenue levels, thereby consolidating and improving the company's industry position [3][7]. Financial Performance Forecast - Company expects to achieve operating revenue of 4.2 billion to 4.6 billion RMB in 2025, representing a year-on-year increase of 16.37% to 27.45% [8]. - Projected net profit for 2025 is estimated to be between 75 million and 100 million RMB, with a year-on-year growth of 13.08% to 50.77% [8]. - Expected net profit after deducting non-recurring items for 2025 is projected to be between -50 million and -30 million RMB [8]. Market Dynamics - The global semiconductor industry continues to grow, driven by demand in artificial intelligence, high-performance computing, and data center infrastructure [10]. - The company benefits from the sustained growth of overseas major clients and the development of domestic core SoC customer groups, maintaining revenue growth [10]. - An increase in the proportion of advanced packaging products and optimization of product structure, along with scale effects, have contributed to a decrease in unit manufacturing costs and period expense ratios, driving net profit growth [10].

Core Viewpoint - The company anticipates a significant increase in consolidated profit for the year ending December 31, 2025, projecting a growth of approximately 400% to 450% compared to the previous year, with an expected profit of around RMB 279 million [1][2]. Group 1: Factors Contributing to Profit Growth - The board believes that the substantial year-on-year growth in consolidated profit is primarily due to the company's unwavering commitment to its five-year strategic development plan (2021-2025), accelerating the business development of smart visual products outside the mobile phone sector [2]. - The rapid development of the global smart driving and IoT smart terminal industries has significantly increased the demand for camera modules, leading to a notable rise in product specifications [2]. - The company has maintained strong partnerships with leading smart driving solution providers, handheld shooting equipment brands, and other prominent IoT smart terminal brands, resulting in a year-on-year doubling of sales volume for camera modules applied in other fields, which has contributed to steady revenue growth [2]. Group 2: Product Strategy and Operational Improvements - The company continues to focus on mid-to-high-end camera modules and fingerprint recognition modules, with significant year-on-year growth in sales volume for periscope camera modules, optical image stabilization camera modules, and ultrasonic fingerprint recognition modules, effectively enhancing product added value [2]. - The company has made substantial progress in operational efficiency, development capabilities, quality capabilities, and delivery capabilities through its digital transformation efforts, which have collectively improved gross margin [2]. - The company completed the sale of approximately 51.08% of its subsidiary Kunshan Q Tech Microelectronic (India) Private Limited, generating income from this transaction, while also benefiting from improved performance of an associated company, which contributed to the company's share of profits compared to a loss in the same period last year [2].

Core Viewpoint - The company, Q Technology (01478), anticipates a significant increase in consolidated profit for the year ending December 31, 2025, projecting a growth of approximately 400% to 450% compared to the consolidated profit for the year ending December 31, 2024, amounting to around RMB 279 million [1][2]. Group 1 - The board believes that the expected substantial growth in consolidated profit is primarily due to the company's unwavering commitment to its five-year strategic development plan (2021-2025) and the accelerated development of smart visual products outside the mobile phone sector [2]. - The rapid development of the global smart driving and IoT smart terminal industries has significantly increased the demand for camera modules, leading to a notable rise in product specifications [2]. - The company has maintained strong partnerships with leading smart driving solution providers, handheld imaging device brands, and other prominent IoT smart terminal brands, resulting in a year-on-year doubling of sales volume for camera modules applied in other fields [2]. Group 2 - The company continues to focus on mid-to-high-end camera modules and fingerprint recognition modules, with substantial year-on-year growth in sales of periscope camera modules, optical image stabilization camera modules, and ultrasonic fingerprint recognition modules [2]. - The scale growth of high-end products has effectively improved the company's product added value [2]. - The company has made significant progress in operational efficiency, development capability, quality capability, and delivery capability through its digital transformation efforts [2]. Group 3 - The steady growth in operating revenue, effective improvement in product structure, and optimization of internal operations have collectively contributed to a noticeable improvement in the company's gross profit margin [2]. - The company completed the sale of approximately 51.08% of its subsidiary Kunshan Q Tech Microelectronic (India) Private Limited, generating income from this transaction [2]. - Additionally, the performance of a joint venture has improved compared to the same period last year, allowing the company to recognize income from the joint venture, whereas it previously recorded a loss [2].

以下文章来源于宏英智能 ，作者小宏 宏英智能 . 宏英智能总部位于中国上海。2005年创立，深圳主板上市企业。作为一家融合研发、生产和销售的高新 技术企业，近二十年专注技术创新，在智能控制、新能源、汽车电子、三电系统、机器人领域不断深耕 和探索，致力于成为值得信赖的数智生态伙伴。 双碳战略纵深推进，矿山运营面临日益迫切的转型压力。作业效率瓶颈、安全生产要求以 及 绿 色 建 设 趋 势 ， 均 促 使 行 业 不 断 思 考 ： 该 如 何 突 破 " 高 能 耗 、 高 风 险 、 低 效 率 " 的 困 局？ 2 0 2 4年4月，自然资源部等七部门联合印发《关于进一步加强绿色矿山建设的通知》，明 确 2 0 2 8年底前持证在产的9 0%大型矿山、8 0%中型矿山要达到绿色矿山标准要求 。 在 此 背 景 下 ， 宏 英 智 能 （ 以 下 简 称 " 宏 英 " ） 依 托 电 子 电 气 智 能 控 制 与 新 能 源 领 域 技 术 积 淀 ， 推 出 智 慧 矿 山 解 决 方 案 —— 以 " 绿 色 + 智 能 " 双 核 驱 动 ， 深 度 融 合 新 能 源 、 人 工 智 能、物联网技 ...

Core Viewpoint - The company Xin Heng Hui experienced a decline of 5.54% in stock price, with a trading volume of 338 million yuan and a market capitalization of 16.254 billion yuan [1] Group 1: Company Overview - Xin Heng Hui Electronics Co., Ltd. specializes in the research, production, sales, and packaging testing services of chip packaging materials, with main products including smart card business, etched lead frames, and IoT eSIM chip testing [3][7] - The company was established on December 7, 2017, and went public on June 20, 2025, with its main business revenue composition being 59.74% from smart card business, 28.34% from etched lead frames, and 6.16% from IoT eSIM chip testing [7][8] Group 2: Business Segments and Innovations - The company is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which signifies its strong market position and innovation capabilities in niche markets [2] - Xin Heng Hui has developed AI visual inspection equipment to enhance production efficiency and quality assurance in detecting defects in flexible lead frame products [2] Group 3: Financial Performance - For the period from January to September 2025, Xin Heng Hui achieved a revenue of 700 million yuan, representing a year-on-year growth of 18.12%, while the net profit attributable to shareholders decreased by 11.72% to 120 million yuan [8] - As of September 30, 2025, the number of shareholders decreased by 19.55% to 30,000, while the average circulating shares per person increased by 24.31% to 1,515 shares [8] Group 4: Market Activity - The stock has seen a net outflow of 23.67 million yuan today, with a market ranking of 73 out of 172 in its industry, indicating unclear trends in major capital movements [4][5] - The average trading cost of the stock is 68.25 yuan, with the current price approaching a resistance level of 68.08 yuan, suggesting potential for a price correction if this level is not surpassed [6]

Core Viewpoint - The company, Shenzhen Haoshanghao Information Technology Co., Ltd., is experiencing fluctuations in stock performance and is primarily engaged in the distribution of electronic components, benefiting from the depreciation of the RMB and its focus on various electronic applications [1][4]. Group 1: Company Overview - Shenzhen Haoshanghao Information Technology Co., Ltd. was established on December 23, 2014, and went public on October 31, 2022 [8]. - The company specializes in the distribution of electronic components, primarily serving manufacturers in consumer electronics, IoT, lighting, industrial control, automotive electronics, and new energy sectors [3][8]. - The main revenue sources include 99.08% from distribution, 0.91% from IoT product design and manufacturing, and 0.01% from other services [8]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 6.128 billion yuan, representing a year-on-year growth of 14.46% [8]. - The net profit attributable to shareholders for the same period was 49.1458 million yuan, showing a significant increase of 62.14% year-on-year [8]. - The company has distributed a total of 69.3405 million yuan in dividends since its A-share listing [9]. Group 3: Market Activity - On January 13, the company's stock price fell by 3.53%, with a trading volume of 350 million yuan and a turnover rate of 6.90%, resulting in a total market capitalization of 9.01 billion yuan [1]. - The company’s main net inflow of funds was -30.2422 million yuan, indicating a lack of clear trends in major investor activity [5][6]. - The average trading cost of the stock is 31.09 yuan, with current price levels between resistance at 30.40 yuan and support at 30.27 yuan, suggesting potential for range trading [7].