关于近期不实传闻的澄清说明 近日，市场上出现涉及本公司的不实传闻，相关内容对市场认知造成干扰。 本公司特此郑重说明： 目前公司核心业务推进有序，按计划正常开展，不存在影响公司正常经营 与发展的异常情况。 本公司长期深耕高端消费电子与智能终端领域，具备多品类零部件的垂直整合能力、成熟的产品 工程与量产经验，以及覆盖多区域的全球化产能布局，能够为不同类型客户提供稳定、灵活且高 品质的制造与供应支持。相关能力与布局亦已获得产业链长期验证。 来源：立讯精密微信公众号 1月3日， "果链龙头"企业 立讯精密（002475）官方公众号发布澄清说明。立讯精密表示， 近日，市 场上出现涉及公司的不实传闻，相关内容对市场认知造成干扰。 公司特此郑重说明： 目前公司核心业 务推进有序，按计划正常开展，不存在影响公司正常经营与发展的异常情况。 立讯精密强调，公司将持续专注主业，以稳健经营和长期价值创造回馈客户、投资者及社会各 界。同时，对于任何捏造事实、散布谣言、恶意损害公司声誉的行为，公司将依法保留追究相关 法律责任的权利。 以下为全文： 本公司将持续专注主业，以稳健经营和长期价值创造回馈客户、投资者及社会各界。 同时，对于任何 ...

根据报告，华泰联合证券与韬盛科技于2023年6月27日签署辅导协议，并于同年7月3日在上海证监局完 成辅导备案。自此至报告出具日，双方共同开展了共计九期的上市辅导工作。经过全面、系统的辅导与 规范，华泰联合证券认为，韬盛科技已建立起符合上市公司要求的公司治理结构、会计基础与内部控制 体系，对多层次资本市场具有充分认知。公司董事、监事、高级管理人员、主要股东及实际控制人等， 也已全面掌握发行上市、规范运作的法律法规，明确了信息披露与承诺履行的责任，树立了进入证券市 场的诚信意识、自律意识与法治意识。 12月28日，中国证监会网站披露了华泰联合证券关于上海韬盛电子科技股份有限公司首次公开发行股票 并上市辅导工作的完成报告。报告显示，历经九期系统辅导，华泰联合证券认为韬盛科技已具备规范的 上市公司治理与运营基础，相关责任主体对资本市场规则与责任义务理解深入。 在推进上市进程的同时，韬盛科技亦获得了产业资本的高度认可。2025年3月，公司宣布完成数亿元人 民币的C轮融资。本轮融资由江苏国有企业混改基金与安徽中安优选战新基金联合领投，苏州高端装备 产业母基金、江苏高投毅达中小基金及昆山玉澄德菉基金等跟投，阵容凸显了国有 ...

上海是全国低空经济领跑者，金山区华东无人机基地是全国首批"民用无人驾驶航空试验区"，全国 50%以上的eVTOL（电动垂直起降飞行器）头部企业已选择上海。闵行区组建低空经济产业联盟，集聚 上海交通大学、华东师范大学，以及中航机载、航天氢能等"国家队"，还有整机头部企业、配套企业 等，全区低空经济协同发展格局初步形成。近期，时的科技的E20全尺寸工程样机完成风洞测试与地面 滑行试验，沃兰特航空"VB-2X"验证机完成首飞。这两家闵行区内企业今年以来签约订单总额逾150亿 美元。另外，杨浦区提出打造低空经济产业创新高地和商业应用高地，已实现"三个首次"，即首条中心 城区无人机低空物流配送航线、首条跨越高架线航线、首条高校配送航线。据了解，"十五五"期间，上 海要在低空经济技术创新、装备研制、商业示范方面发力，预计到"十五五"末产业规模达1000亿元。 商业航天包括商业火箭、商业卫星、终端设备、运营服务等环节。闵行区正持续推进上海市商业航 天商业火箭特色集聚区建设，围绕链主，精准引进可复用火箭发动机、低成本卫星载荷、激光通信终端 等上下游优质项目。"十五五"期间，上海将全面推动商业航天产业链强链、补链、延链，如加大 ...

来源：东莞市银行业协会 每日｜荐读 论坛： 新一批敲钟人，已在路上 荐读： 重新发现香港：科创时代的新蓝图 榜单： 全国首只AIC产业母基金来了 热文： 投资人"忙疯了" 12月17日，广东粤财工融人工智能与机器人产业投资基金（有限合伙）（下称"粤财工融基金"）在东莞市滨海湾新区市场监督管理局完成注册，标 志着由工银投资与广东省产业发展投资基金、东莞投控集团、滨海湾新区联合发起的东莞首只引入银行系资金AIC股权投资基金正式成立。 粤财工融基金首期规模达20亿元，由广东省产业发展投资基金、工银投资、东莞金控产投母基金、滨海湾产投共同出资组建，将重点投向人工智 能、机器人、智能终端、自动驾驶等新兴与未来产业，助力东莞市实现"智创优品、和美宜居"城市发展战略目标。 ...

Core Insights - The article discusses the impact of AI on the traditional mobile ecosystem, highlighting the competition between major tech companies and the emergence of AI-driven applications [3][4][8]. Group 1: AI and Mobile Ecosystem - ByteDance's collaboration with ZTE has prompted the industry to recognize the competition for control over mobile desktop interfaces, shifting focus from AGI and foundational model training to application deployment and entry point competition [4][8]. - The introduction of AI assistants aims to reduce user operation costs and enhance interaction efficiency, representing a significant evolution in smart terminal technology [4][8]. - The AI phone, dubbed Doubao, is seen as a potential disruptor to traditional app usage, allowing users to make requests and have AI complete tasks across multiple platforms [8][9]. Group 2: Challenges and Limitations - Users of the Doubao AI phone report that its accuracy is initially low, requiring multiple tests for optimization [7]. - The AI phone faces restrictions when accessing major applications, often requiring manual intervention for tasks involving sensitive user data [8][12]. - Concerns about privacy and security arise from granting AI systems access to core operating system functions, leading to potential risks such as data breaches and compliance issues [12][14]. Group 3: Industry Response and Future Outlook - Industry experts suggest that the mobile sector has not seen significant innovation for a long time, and the future direction should focus on openness and improved user experiences [11][18]. - There is a call for regulatory frameworks to address the conflicts arising from AI assistants disrupting existing commercial orders, emphasizing the need for both external regulations and internal industry governance [12][13]. - The future of the smart terminal ecosystem is expected to be diverse, involving various hardware and software service providers, with a need for unified standards to facilitate interoperability [18].

Core Viewpoint - The competition in the AI industry is shifting from large model parameters to the hardware applications of AI, with major companies vying for the next generation of hardware entry points, particularly AI glasses and smartphones [5][6]. Group 1: AI Hardware Competition - Major companies like Alibaba, ByteDance, and Baidu are rapidly developing AI glasses to establish a foothold in the AI hardware ecosystem [4][6]. - The AI glasses are seen as the next critical terminal after smartphones, with both startups and major internet companies entering the market [6][7]. - The integration of AI capabilities into smartphones and AI glasses aims to create a closed-loop hardware ecosystem, with ByteDance's ambitions being particularly notable [7][13]. Group 2: User Interaction and Functionality - The "Doubao AI Assistant" on the Nubia M153 smartphone can perform tasks such as gaming and controlling smart devices, showcasing the potential of AI in enhancing user experience [8][11]. - AI assistants from various companies, including Alibaba's Qianwen Assistant, are being integrated into AI glasses to enable voice-controlled operations [12]. - The future of smartphones may involve AI generating interfaces and operations based on user intent, reducing reliance on traditional input methods [13]. Group 3: Regulatory Challenges - The integration of AI assistants with third-party applications like WeChat faces significant regulatory hurdles, leading to the suspension of certain functionalities due to compliance issues [15][17]. - Major apps, particularly WeChat, have strict regulations against automated operations, which complicates the deployment of AI assistants [17][22]. - Previous attempts by other smartphone manufacturers to integrate AI functionalities with WeChat have also been halted, indicating a broader trend of resistance from app developers [18][20]. Group 4: Hardware Development Challenges - Internet companies lacking hardware expertise face significant challenges in developing smart terminals, as evidenced by past struggles of companies like Google and ByteDance in the smartphone market [23][24]. - Despite skepticism about the sustainability of hardware ventures, some experts believe that companies like ByteDance can leverage their existing user base to support hardware initiatives [25]. - Alibaba's strength lies in its stable B2B customer base, while Baidu's advantage is its search capabilities, which can enhance the functionality of AI glasses [25].

Core Insights - The competition in the AI sector is shifting from large model parameters to the application of AI in hardware, with major companies vying for the next generation of hardware entry points [2][6] - AI glasses are emerging as a key terminal following smartphones, attracting interest from both startups and major internet companies [2][6] - The integration of AI capabilities into hardware is seen as essential for creating a closed-loop ecosystem, with companies like ByteDance and ZTE collaborating on AI assistant-enabled devices [2][6] Group 1: Industry Dynamics - Major internet companies are racing to establish their presence in the AI hardware market, with the "entry point" being a critical competitive advantage [2][12] - The AI assistant capabilities are being tested in various applications, but face challenges due to strict regulations from major apps like WeChat, which restrict automated operations [10][12] - The integration of AI with hardware is expected to redefine user interaction, potentially leading to a future where devices operate based on user intent without traditional interfaces [6][12] Group 2: Company Strategies - ByteDance's collaboration with ZTE on the "Doubao AI Assistant" smartphone aims to enhance user experience by enabling advanced functionalities like game automation and smart device control [2][7] - Alibaba's launch of the Quark AI glasses, featuring the Qianwen assistant, marks its entry into the AI hardware space, emphasizing voice control capabilities [6][14] - Baidu leverages its search capabilities to enhance the functionality of AI glasses, allowing for voice-activated information retrieval, positioning itself uniquely in the market [15] Group 3: Challenges and Opportunities - The lack of hardware expertise among internet giants poses significant challenges in developing competitive AI hardware products [13][14] - Despite the challenges, companies like ByteDance and Alibaba have unique advantages, such as user traffic and established B2B relationships, which could facilitate their success in the hardware market [14][15] - The ongoing competition and regulatory hurdles highlight the need for companies to navigate the complex landscape of app permissions and user privacy while developing AI-enabled devices [11][12]

Group 1 - OpenAI CEO Sam Altman has declared a "red alert" to prioritize the rapid improvement of ChatGPT, delaying other projects such as autonomous AI agents and advertising [1][2] - The urgency for ChatGPT upgrades is partly due to Google's strong re-entry into the AI space with its Gemini 3 model, which has received positive reviews for its reasoning and programming capabilities [1][3] - Altman has encouraged temporary team reallocations and plans to communicate daily with the teams responsible for ChatGPT enhancements [3] Group 2 - A new version of the ChatGPT app for iPhone may integrate with Apple Health, allowing access to user health data for personalized fitness plans [3][4] - The integration could enable ChatGPT to analyze users' overall health by accessing data such as heart rate and weight, and provide tailored exercise plans [4][5] Group 3 - NVIDIA announced a $2 billion investment to acquire shares in Synopsys, aiming to expand their strategic partnership to drive innovation in engineering and design across industries [7] - The collaboration will focus on GPU-accelerated engineering solutions, including AI capabilities and digital twin technology, to enhance simulation speed and scale [7] Group 4 - Tencent has agreed to pause all marketing and public testing of its game "Light of Motiram" amid a legal dispute with Sony over copyright infringement related to the "Horizon" series [10][11] - The case is set for a significant hearing in early 2026, with both companies seeking to resolve the matter through legal channels [10][11] Group 5 - Transsion Holdings has submitted an application for an H-share listing on the Hong Kong Stock Exchange, aiming to expand its market presence as a leading smartphone provider in Africa [12] - The company has sold over 201.4 million mobile phones in 2024 and has a strong user base with over 270 million monthly active users [12]

Core Points - On November 21, 2025, the company announced the signing of a partnership agreement to establish a limited partnership focused on equity investment with several other firms [1] - The total committed capital for the partnership is RMB 100 million, with the company contributing RMB 50 million, representing 50% of the total [1] - The partnership will primarily invest in sectors such as intelligent connected vehicles, low-altitude economy, and smart terminal fields [1] - The fund has completed the necessary registration and obtained the Private Investment Fund Registration Certificate from the Asset Management Association of China [1]

Core Viewpoint - The company has completed the registration process for a private equity investment fund, with a total committed capital of RMB 100 million, focusing on sectors such as intelligent connected vehicles, low-altitude economy, and smart terminals [1] Group 1 - The company, in collaboration with Shenzhen Dandai Qixin, Shenzhen Guarantee Group Co., Ltd., Shenzhen Huitong Jinkong Fund Investment Co., Ltd., and Dandai Venture Capital, has established the Shenzhen Dandai Jinli Venture Capital Partnership (Limited Partnership) [1] - The company has committed RMB 50 million as a limited partner, representing 50% of the total committed capital of the partnership [1] - The fund has successfully obtained the Private Equity Fund Registration Certificate [1]