每日经济新闻消息，9月24日上午，小米集团董事长兼CEO雷军在微博发文称，造车和重启造芯几乎是同 时做的决策，把小米前十年攒下的家底全押上了。说实话，"同时供家里两个孩子上大学"，压力巨大。现 在想想都会感慨，当时哪来这么大的勇气。 在微博中，雷军还不忘为年度演讲造势。在三小时内他连续发了3条微博，除了记录健身房今年第99次打 卡，他还透露，今年演讲将聊聊"改变"的故事。2023年雷军演讲中讲到："人因梦想而伟大，又因坚持梦想 而成长。"持续成长就能带来巨大改变。 相关话题也冲上热搜。 9月22日，雷军通过微博官宣，将于9月25日晚7点发布，涉及三款机型：小米17、小米17 Pro、小米17 Pro Max。发布会当晚将举办第六次年度演讲，主题为《改变》，届时将分享小米玄戒芯片和小米汽车的相关 故事。 图片来源：每日经济新闻 资料图 据智通财经，2025年是小米创业15周年。5月19日，雷军曾发文谈及小米的芯片研发。他提到，小米一直 有颗"芯片梦"，因为，要想成为一家伟大的硬核科技公司，芯片是必须攀登的高峰，也是绕不过去的一场 硬仗。截至今年4月底，玄戒累计研发投入已经超过了135亿人民币。目前，研发团队已经 ...

【大河财立方消息】雷军第6次年度演讲将于9月25日举办，主题为《改变》，届时其将分享小米玄戒芯 片和小米汽车背后的故事。 9月24日，雷军发布在社交平台发文称，小米造车和重启造芯，几乎是同时做的决策，把小米前十年攒 下的家底全押上了，上述决定压力巨大。雷军形容这是"同时供家里两个孩子上大学"，并表示"现在想 想，都会感慨，当时哪来这么大的勇气。" 责编:李文玉 | 审核:李震 | 监审:古筝 ...

Core Viewpoint - After the new controlling shareholder took over, the company Jinzi Ham (002515) is attempting cross-industry investment by acquiring a stake in Zhongsheng Microelectronics (Hangzhou) Co., Ltd. [2][8] Group 1: Investment Details - Jinzi Ham's wholly-owned subsidiary, Fujian Jinzi Semiconductor Co., Ltd., plans to invest up to 300 million yuan to acquire no more than 20% equity in Zhongsheng Microelectronics through capital increase [2][6] - The investment will occur in two rounds: the first round involves 100 million yuan at a pre-investment valuation of 1 billion to 1.3 billion yuan, while the second round will depend on the successful verification of a specific chip [6][7] - Zhongsheng Microelectronics specializes in high-speed optical module core chips and has been recognized as a potential unicorn in China [6][9] Group 2: Financial Performance - Zhongsheng Microelectronics has not yet turned a profit, reporting revenues of 204,900 yuan in 2024 and a net loss of 38.83 million yuan [7] - For the first seven months of 2025, the company generated revenues of 51,110 yuan with a net loss of 2.04 million yuan [7] - Jinzi Ham's management acknowledged the risk of overvaluation in this transaction, with a potential appreciation rate of 9,710% based on the pre-investment valuation [7] Group 3: Company Background - Jinzi Ham, established in 1994 and listed in 2010, primarily produces various types of ham and meat products [9] - The company has faced declining performance, with a 14.73% year-on-year drop in revenue to 170 million yuan in the first half of the year [9] - The new controlling shareholder, Zheng Qingsheng, took over in June 2023, marking a significant shift in the company's direction [9][10]

Core Viewpoint - Panjie Electronics Technology (Jiangsu) Co., Ltd. is seeking to go public on the Hong Kong Stock Exchange, focusing on high-performance automotive-grade chips, particularly for TPMS and BMS applications. The company ranks third globally in wireless sensor SoCs and is the largest in China, but faces challenges such as ongoing losses and intense international competition [1][2]. Financial Performance - The company reported revenue figures for 2022 to the first half of 2025 as follows: 104 million, 224 million, 348 million, and 157 million yuan, with a compound annual growth rate of 83% from 2022 to 2024. Gross margins improved from 15.4% in 2022 to 27.1% in the first half of 2025 [2]. - Despite revenue growth, the company has faced significant net losses, totaling approximately 1.05 billion yuan from 2022 to the first half of 2025, with losses of 205 million, 356 million, 351 million, and 143 million yuan in respective years [2][3]. Cash Flow and Debt - The net cash used in operating activities has been negative, with figures of -152 million, -61.17 million, -137 million, and -115 million yuan from 2022 to the first half of 2025. Additionally, R&D expenditures decreased by 10.34% year-on-year in the first half of this year [3]. - As of June 2025, the company had short-term borrowings of 12.25 million yuan, all owed to founders Li Mengxiong and Li Shuguang, with a total repayment obligation of 12.25 million yuan [3]. Customer and Supplier Relationships - The company derives a significant portion of its revenue from a few major clients, with the top five clients accounting for 41.2%, 35.6%, 52.1%, and 46.8% of revenue from 2022 to the first half of 2025. Notably, one major client is affiliated with a shareholder of Panjie Electronics [4][5]. - There is an overlap between major customers and suppliers, with one client also serving as a supplier for processing services and another providing electronic components [5][6]. Inventory and Market Position - The company has a high inventory level, with an inventory amount of 230 million yuan and an inventory turnover period of 310 days, exceeding the industry average. The company is heavily reliant on the automotive sector [6]. - Panjie Electronics ranks third in the global wireless automotive sensor SoC market with a market share of only 7.3%, indicating a significant gap compared to the top two competitors, which hold 30.4% and 22.4% market shares respectively [6].

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 OpenAI与英伟达宣布签署合作伙伴关系意向书 当地时间9月22日，OpenAI、英伟达宣布建立合作伙伴关系的意向书。英伟达有意将逐步向OpenAI投资 至多1000亿美元，用于支持数据中心及相关基础设施建设。双方合作将为OpenAI的下一代人工智能基 础设施部署至少10吉瓦的英伟达系统，首批吉瓦级英伟达系统将于2026年下半年部署。两家公司将于未 来数周内敲定合作细节。 DeepSeek-V3.1版本更新 DeepSeek-V3.1现已更新至DeepSeek-V3.1-Terminus版本。官方表示，此次更新在保持模型原有能力的基 础上，针对用户反馈的问题进行了改进，包括：语言一致性，缓解了中英文混杂、偶发异常字符等情 况；Agent能力，进一步优化了Code Agent与Search Agent的表现。 知情人士：OpenAI硬件设备大概率采用歌尔声学MEMS硅麦器件 日前，有消息称OpenAl已与立讯精密等企业签署协议，共同打造一款消费级 ...

Core Viewpoint - The company, Dingxin Communication, focuses on research, production, and sales of power line carrier communication and smart grid equipment, with core business areas in smart meter data transmission, power safety protection, and fire safety services [1] Group 1: Business Operations - The company's core business has not undergone significant changes [1] - The company is currently under a market ban period from State Grid Corporation of China and China Southern Power Grid Co., Ltd, urging investors to be cautious about investment risks [1] Group 2: Technology Collaboration - The company has signed an authorization agreement with Pingtouge, which grants the company the usage rights of E801/E802/E803 technologies for independent chip development [1] - The authorized technology is exclusively for the development of MCU chips related to traditional power and safety products, specifically for smart meters and security products, with no connection to AI intelligent reasoning chips [1] - There are no other business collaborations between the company and Pingtouge beyond the mentioned technology authorization [1]

Core Viewpoint - The recent disbandment of the chip division at TP-LINK (普联技术) indicates a strategic shift within the company, particularly following a rapid layoff in its WiFi chip department just months prior. This move reflects the company's focus on core technologies amidst increasing competition in the WiFi market. Summary by Sections - The chip division of TP-LINK has been completely disbanded, following a previous layoff in June at its overseas subsidiary, Lianzhou International, which also faced significant job cuts in its WiFi chip department [1][5][6]. - The layoffs at Lianzhou International were rapid, with the process from notification to completion taking only half a day. The compensation scheme for affected employees follows an N+3 standard for those with over a year of service, N+2 for six months to a year, and N+1 for less than six months [2][5]. - The layoffs primarily affected key positions in the WiFi front-end module (FEM) development, which is crucial for connecting WiFi chips to antennas. Despite the layoffs, TP-LINK is not exiting the WiFi chip market entirely but is reallocating resources to focus on core chip technology development [5][6]. - The company has struggled to commercialize its self-developed chip technology since forming its chip team in 2021, continuing to rely on external suppliers like MediaTek and Qualcomm for solutions [5].

Core Viewpoint - Xiaomi is set to launch its 17 series smartphones on September 25, featuring three models: Xiaomi 17, Xiaomi 17 Pro, and Xiaomi 17 Pro Max, with significant upgrades in technology and performance [1][5]. Group 1: Product Launch - The Xiaomi 17 is described as "the strongest standard flagship in Xiaomi's history" [1]. - The Xiaomi 17 Pro is labeled as "the most exquisite small-sized technology imaging flagship" [1]. - The Xiaomi 17 Pro Max is touted as "the strongest technology imaging flagship in Xiaomi's history" [1]. - All models will be equipped with the new Xiaomi Surge OS 3, indicating a generational upgrade in product capabilities [1]. Group 2: Annual Speech - Xiaomi's CEO Lei Jun will hold the sixth annual speech on the same evening, themed "Change," where he will discuss the Xiaomi Surge chip and Xiaomi's automotive ventures [5]. - There is significant anticipation from the public regarding Lei Jun's speech, with many expressing excitement on social media [8][9]. Group 3: Company Background - This year marks the 15th anniversary of Xiaomi's founding, highlighting its journey and ambitions in chip development [12]. - Xiaomi has committed to a long-term investment plan of at least 50 billion RMB over ten years for its chip development, with over 13.5 billion RMB already invested as of April this year [12]. - The Xiaomi Surge chip aims to utilize the latest 3nm process technology, positioning itself among the top-tier flagship experiences [12]. Group 4: Market Performance - As of September 22, Xiaomi's stock in the Hong Kong market closed down by 1.06%, priced at 56.1 HKD [16].

Group 1 - Xiaomi's CEO Lei Jun announced the launch of the Xiaomi 17 series, which includes three models: Xiaomi 17, Xiaomi 17 Pro, and Xiaomi 17 Pro Max, set to be unveiled on September 25 at 7 PM [1] - The Xiaomi 17 is described as "the strongest standard flagship in Xiaomi's history," while the Xiaomi 17 Pro is termed "the most exquisite small-sized technology imaging flagship," and the Xiaomi 17 Pro Max is labeled "the strongest technology imaging flagship in Xiaomi's history" [1] - All models will feature the new Xiaomi Surge OS 3, indicating a significant upgrade in product capabilities [1] Group 2 - On the same day, Lei Jun revealed that he would hold the sixth annual speech during the launch event, themed "Change," where he will share stories related to the Xiaomi Surge chip and Xiaomi's automotive ventures [4] - This year marks the 15th anniversary of Xiaomi's founding, and Lei Jun previously discussed the company's journey in chip development, emphasizing the importance of high-end SoC for their strategic goals [12] - Xiaomi has committed to a long-term investment plan of at least 10 years and 50 billion RMB in chip development, with over 13.5 billion RMB invested so far and a projected 6 billion RMB for this year [12]

突发。 臻镭科技（688270）9月21日晚间公告，公司于2025年9月21日从公司实际控制人、董事长郁发新家属处获悉，郁发新被黄石市监 察委员会实施留置措施，暂不能履行董事相关职责。截至本公告披露日，公司控制权未发生变化。 公告称，公司将继续按照《公司法》《科创板股票上市规则》等相关法律法规和相关制度规范运作，日常经营管理由公司高级管 理人员负责，公司已对相关工作进行了妥善安排。公司拥有完善的治理结构及内部控制机制，公司董事会运作正常，董事长无法 履职期间由董事张兵代为履行公司董事长的相关职责，其他董事、高级管理人员均正常履职，公司及子公司各项生产经营情况正 常，资金账户正常。 公司表示，本事项不会对公司正常经营产生重大影响。截至本公告披露日，公司未收到相关机关对公司的任何调查或者配合调查 文件，公司亦未知悉留置调查的进展及结论，公司将持续关注上述事项的后续情况，并及时履行信息披露义务、提示相关风险。 据公司官网消息，臻镭科技成立于2015年9月，专注于终端射频前端芯片、高密度封装微波模组和微系统，是集设计开发、研 制、生产和销售为一体化的民营高新技术企业。目前是国家高新技术企业，建有省级高新技术企业研究开 ...