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威胜控股(03393.HK):更近一步,维持“增持”评级,目标价5.05港元
Ge Long Hui· 2026-02-04 14:27
Core Viewpoint - Weisheng Information's listing application has been approved by the Shanghai Stock Exchange, with the entire listing process expected to be completed by the end of November 2019 [1][2]. Group 1: Company Overview - Weisheng Group currently has orders worth approximately 2 billion RMB, which will support the company's revenue and profit growth in 2019 [1][3]. - The valuation of Weisheng Group is attractive, with a 2019 P/E ratio of 7.9 times and a 2020 P/E ratio of 6.2 times, along with a dividend yield of 5.9% [1][4]. Group 2: Market and Industry Insights - The opening of the electricity market is expected to benefit secondary equipment manufacturers, such as Weisheng Group, due to the cancellation of the coal-fired power price linkage mechanism starting January 1, 2020 [3]. - The investment in the power grid is anticipated to accelerate in 2019, driven by rural grid upgrades and the development of the ubiquitous power IoT [3][4]. - Weisheng Group is expected to achieve faster profit growth from 2019 to 2021 compared to 2016-2018, supported by increased grid investment and the adoption of IoT technology by enterprises [4].
有方科技(688159.SH):公司目前暂未有芯片业务
Ge Long Hui A P P· 2026-02-04 08:09
格隆汇2月4日丨有方科技(688159.SH)在投资者互动平台表示,公司的主要产品是物联网通信模组,基 带、射频、存储等芯片是模组的原材料,芯片厂商是公司的上游供应商,公司目前暂未有芯片业务,公 司物联网业务在正常推进且25年物联网海外市场收入实现增长。 ...
汉朔科技跌1.50%,成交额1.53亿元,近5日主力净流入-7265.57万
Xin Lang Cai Jing· 2026-02-04 07:51
Core Viewpoint - Hanshuo Technology is experiencing a decline in stock price and trading volume, with a focus on its electronic price tag systems and SaaS cloud platform services, while benefiting from the depreciation of the RMB and advancements in AI technology [1][4]. Company Overview - Hanshuo Technology Co., Ltd. specializes in electronic price tag systems and SaaS cloud platform services, with its main products being electronic price tag terminals, accessories, and other smart hardware [2][8]. - The company was established on September 14, 2012, and is located in Jiaxing, Zhejiang Province, with its main business focusing on digitalization in retail through IoT wireless communication technology [8]. Financial Performance - For the period from January to September 2025, Hanshuo Technology reported a revenue of 2.809 billion yuan, a year-on-year decrease of 11.04%, and a net profit attributable to shareholders of 314 million yuan, down 40.51% year-on-year [9]. - The company's overseas revenue accounted for 94.10% of total revenue, benefiting from the depreciation of the RMB [4]. Product and Service Development - The company has developed an innovative AI application solution for retail, leveraging Microsoft Azure's cloud services, and has become the first ISV partner in China to receive certification for retail AI software solutions [3]. - Hanshuo Technology has also launched the All-Star IoT digital platform to address diverse downstream application needs and information silos, providing a one-stop solution for retail customers [4]. Market Activity - On February 4, the stock price of Hanshuo Technology fell by 1.50%, with a trading volume of 153 million yuan and a turnover rate of 7.72%, resulting in a total market capitalization of 24.761 billion yuan [1]. - The stock has seen a net outflow of 18.6491 million yuan from major investors, indicating a trend of reduced holdings over the past three days [5][6].
文远知行,新消息!
Sou Hu Cai Jing· 2026-02-04 04:17
股东信息显示,该公司由WeRide HongKong Limited全资持股 广州文远知行科技有限公司成立于2018年1月,法定代表人为韩旭,经营范围包括物联网技术研发、人工智能基础软件开发、人工智能应用软件开发等。股 东信息显示,该公司由WeRide HongKong Limited全资持股。 | | 首公司 在用的意业商间下层 | 百去板 所示版 音冈脸 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 广州文远知行科技有限公司 | 8 大叔一下 | 一起的用一 | 商务合作 企业级产品、 含 | | | 基本信息 152 | 法律诉讼 37 | 经营风险 | 经营信息 999+ | 公司发展 49 | 知识产权 999+ | | | 工商信息 ● | | | | | | | | 丁商信息 力守 商信息 | | | | | | | | 企业名称 | 广州文沅知行科技有限公司 | | | | | | | | 普用名 广州景胞科技有限公司(2018-01 至 2018-11) | | | | | | | | | 登记状态 ② | 存续 | ...
文远知行增资至40亿元
Sou Hu Cai Jing· 2026-02-04 03:57
| 大原 | 都在用的商业查询工具 | 查公司 童老板 萱关系 | 查风险 | | | | | --- | --- | --- | --- | --- | --- | --- | | | 国家中小企业发展子基金旗下机构 | 广州文远知行科技有限公司 | 8 | 天眼一下 | 脂 应用 ▼ | 商务合作 = | | 基本信息 152 | 法律诉讼 37 | 经营风险 | 经营信息 999+ | | 公司发展 49 | 知识 | | 股东信息 2 ● | 品股权结构 | | | | | | | 股东信息1 | VIP 历史股东信息2 股权变更历程82 | | | | | | | 序号 | | 股东名称 | | | 持股比例 ÷ | 认缴出资额(万 | | WeRi | WeRide HongKong Limited 品 | | | | 100% @ | এ | | | 实际控制人 控股股东 | | | | | | 每经AI快讯,天眼查App显示,近日,广州文远知行科技有限公司发生工商变更,注册资本由35亿元人民币增至40亿元人民币,增幅约14%。广州文远知行 科技有限公司成立于2018年1月,法定代表人为韩旭,经 ...
春光集团创业板IPO:软磁材料销量三连冠,加码新兴应用市场
Sou Hu Cai Jing· 2026-02-04 02:08
中国上市公司网/文 山东春光科技集团股份有限公司(以下简称"春光集团"或"公司")即将接受创业板首次公开募股(IPO)上会 审核。作为国内软磁铁氧体材料领域的领军企业,春光集团此次募集资金计划投入智慧电源磁电材料项 目、研发中心建设升级项目以及补充流动资金,旨在进一步深化其全产业链布局,巩固技术优势,抓住 新兴市场机遇,朝着"世界一流的磁电专业制造商"这一目标稳步迈进。 业绩稳健增长,软磁材料龙头地位稳固 春光集团主营业务为软磁铁氧体磁粉的研发、生产和销售,并沿产业链纵向拓展至软磁铁氧体磁心、电 子元器件和电源等产品。公司展现了稳健的经营能力和良好的成长性,财务数据显示,2022年至2025年 上半年,公司分别实现营业收入101,509.94万元、92,960.32万元、107,655.17万元和54,615.52万元,实现 净利润7,713.75万元、8,703.32万元、9,888.97万元和5,851.25万元,扣除非经常性损益后的净利润分别为 7,362.35万元、8,514.58万元、9,275.71万元和5,600.45万元,财务表现稳健,持续盈利能力强劲。 新能源汽车及充电桩:"双碳"目标驱动下 ...
乐鑫科技实控人提议最高1亿回购 深耕芯片赛道近五年研发费超19亿
Chang Jiang Shang Bao· 2026-02-04 00:42
Core Viewpoint - Lexin Technology (688018.SH), a leading company in the AIoT chip sector, has proposed a share buyback plan to demonstrate confidence in its development and maintain investor interests [1][2]. Financial Performance - For the first three quarters of 2025, Lexin Technology achieved revenue of 1.912 billion yuan, a year-on-year increase of 30.97%, and a net profit attributable to shareholders of 377 million yuan, up 50.04% year-on-year [1][4]. - The company's comprehensive gross margin rose to 46.17%, an increase of 3.36 percentage points compared to the same period last year [4]. Share Buyback Plan - The proposed share buyback will utilize self-owned funds, with a total amount ranging from 50 million yuan to 100 million yuan, and a maximum repurchase price of 170.29 yuan per share [2]. - The buyback is expected to involve 293,600 to 587,200 shares, representing 0.18% to 0.35% of the company's total share capital [2]. Financing and Investment Plans - Concurrently with the buyback, Lexin Technology is advancing its financing efforts, planning to raise up to 1.778 billion yuan through a private placement to invest in core projects such as Wi-Fi 7 and AI edge chips [3]. - This marks the company's third attempt at refinancing since its listing in 2019, with previous attempts having been terminated [3]. Research and Development - Lexin Technology has consistently increased its R&D investment, with cumulative R&D expenses reaching 1.926 billion yuan from 2021 to the first three quarters of 2025 [5]. - The company has obtained a total of 210 authorized patents and software copyrights, including 101 invention patents and 39 U.S. patents, reflecting its strong focus on innovation [5].
数据泄露不是电影情节,国安部发布公民数据安全防护全攻略
Xin Lang Cai Jing· 2026-02-03 23:55
科技革命的浪潮正以前所未有的速度席卷全球。人工智能、大数据、物联网、大模型等前沿科技,正在 深刻改变我们的生活方式、生产方式乃至国家治理体系。然而,在创新的璀璨光芒背后,也潜藏着一个 重要风险——数据泄露。它可能瞬间让个人隐私荡然无存,让核心资产灰飞烟灭,让商业机密付诸东 流,更让国家安全暴露于未知的风险之中。面对这场危机,筑牢科技安全防线,已不仅是技术命题,更 是关于未来生存与发展的根本保障。 数据安全再敲警钟 从缓存漏洞导致敏感信息"裸奔",到数据库失护引发海量数据外泄,亦或是钓鱼网站层出不穷疯狂收割 用户。近年来有多起公开案例显示,面对数字时代的"暗礁密布",数据安全防护刻不容缓。 2023年3月,因后端缓存漏洞,某境外AI软件服务中断数小时,大量付费用户的聊天标题与历史记录、 银行账户信息、电子邮件地址等信息遭到泄露; 2025年2月,某物联网公司因数据库未加保护,导致该数据库中包括Wi-Fi密码、设备ID、电子邮箱地址 在内的数亿条记录遭到泄露; 截至2025年2月,仿冒DeepSeek的钓鱼网站已超过2000个,此类仿冒网站利用相似域名和界面误导用 户,以此传播恶意软件、窃取个人信息或骗取订阅费用 ...
奥图威尔公司奥储生产基地投产
Zhong Guo Hua Gong Bao· 2026-02-03 23:28
中化新网讯 1月26日,深圳市奥图威尔科技有限公司奥储生产基地在湖北当阳投产。 此次投产的生产基地一期占地120亩,年生产能力为10000台套智能装备,包括智能加注装备,VOCs环 保装置,船舶核电装备以及配套的电气、仪表、阀门、鹤管等生态产品,业务范围覆盖石油、化工、化 肥、新能源、船舶、核电、航天、军工等。 该公司董事长程平表示,项目从开工到投产共计800余天,一期工程厂房于去年6月完工,并于8月份转 入试运营。项目先后获得湖北省智能工厂、绿色工厂等称号。公司总经理廖勇表示,将以新项目投产为 契机,坚持聚焦主业,坚持增产上量。 宜昌市经济和信息化局党组成员、副局长熊祖茂指出,奥储生产基地项目集成了物联网、人工智能等前 沿技术,与多所高校、科研机构建立了战略合作,将有效辐射上下游产业链,带动周边配套企业实现可 持续增长。 华强化工集团股份有限公司董事长万建华作为用户代表出席并表示,将积极推动双方在研发、产业链协 同等方面的精准对接,共同探索化工产业与智能装备融合发展的新路径。 ...
上证早知道|本周日,全球首个直播机器人晚会;“股王”巨资回购股份
Shang Hai Zheng Quan Bao· 2026-02-03 23:02
今日提示 ·国务院新闻办公室将于2月4日上午10时举行新闻发布会,介绍锚定农业农村现代化、扎实推进乡村全 面振兴有关情况。 ·中证指数有限公司调整中证1000指数样本,2月4日收市后生效。 ·2月4日北京时间凌晨,思科全球直播2026人工智能大会。 ·智元机器人正式宣布,将于2月8日20:00全球直播全球首个大型机器人晚会《机器人奇妙夜》。 上证精选 ·2月3日,央行公布2026年1月中央银行各项工具流动性投放情况。1月,中期借贷便利(MLF)净投放 7000亿元,常备借贷便利(SLF)净投放-79亿元,其他结构性货币政策工具净投放641亿元。公开市场 业务方面,1月,公开市场国债买卖净投放1000亿元,7天期逆回购净投放1678亿元,中央国库现金管理 净投放-600亿元,其他期限逆回购净投放1000亿元。 ·广期所公告,自2026年2月5日结算时起,铂、钯期货合约涨跌停板幅度调整为20%,交易保证金标准 调整为22%。如遇上述涨跌停板幅度、交易保证金标准与现行执行的涨跌停板幅度、交易保证金标准不 同时,则按两者中幅度大、标准高的执行。 上证聚焦 ○中央一号文件发布提出拓展无人机物联网应用 中央一号文件《中共 ...