证券日报网讯电科网安（002268）9月26日在互动平台回答投资者提问时表示，公司上半年营业收入同 比下降主要受下游客户需求恢复释放较慢的影响。公司持续加大密码等核心领域研发投入，坚定布局密 码、网络安全和数据安全三大板块，加速发展商用密码、安全保密、安全服务、安全应用、数据安全、 安全芯片重点业务，积极培育车联网、卫星互联网等新业务，加快低空经济、人工智能等领域网络安全 业务的论证与布局。 ...

以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 根据 Counterpoint《全球车联网汽车市场追踪报告，Q2 2025》 ，韩国车联网汽车销量同比增长 11%，主要得益于内置蜂窝连接的车联网汽车的加速推出。在该季度售出的所有车联网汽车中，有 83%配备了内置车载网络功能，凸显了消费者对数字化出行功能的稳定需求，以及本土车企在这一 领域的强劲执行力。韩国车联网市场已趋于成熟，并将继续稳步增长，预计到2030年内置蜂窝连接 渗透率将达到100%。 分析师观点 副总监Greg Basich 在谈及韩国的车联网汽车产业时评论道："车联网功能曾经是一种高端差异化配 置，如今已成为全系标配。内置远程信息处理功能与云端服务正深度融入车内体验。" 2024年Q2 vs 2025年Q2 同时也支持软件定义汽车功能升级。现代-起亚汽车在为其产品创建统一数字生态上的早期投入， ...

瑞财经 刘治颖 9月20日，杭州必博半导体有限公司（以下简称：必博半导体）正式宣布完成数亿元人民 币A轮融资，并在沪成功举办融资签约仪式。 本轮融资获得了全球科技赛道资深投资人、欧美中投资促进会主席张家豪领投，前沿创投等多家知名机 构及产业投资人的共同加持。 本轮融资将重点支持公司在卫星互联网、低空经济、工业物联、车联网及AI驱动的消费电子领域的战 略布局。 必博半导体成立于2021年3月，法定代表人为张桢睿，注册资本为1718.41万元，经营范围包含：子产品 销售；计算机软硬件及辅助设备零售；计算机软硬件及辅助设备批发等。 必博半导体凭借国内首创的4G+5G RedCap+卫星三模融合芯片U560，成为中国极少数实现空天地海全 域覆盖的芯片企业 必博半导体CEO李俊强博士毕业于清华大学电子工程系，获通信与信息系统博士学位，拥有23年无线通 信产业经验，曾任职于韩国三星、美国博通、高通、联发科，并曾担任展讯通信行业首席技术专家、资 深研发副总等职。 ...

Group 1 - The core viewpoint of the news is that Botai Vehicle Networking Technology (Shanghai) Co., Ltd. is initiating its IPO process on the Hong Kong Stock Exchange, with a planned global offering of 10.4369 million H-shares at a price of HKD 102.23 per share [1][2] - The IPO will take place from September 22 to September 25, with a total expected market capitalization of HKD 15.334 billion upon listing [2] - The company has secured three significant cornerstone investors, which include Horizon Together Holding Ltd., Huangshan SP, and Smart Ventures Limited [1] Group 2 - The company anticipates that an increase in the proportion of high-end products will enhance its gross margin, while revenue growth will lead to economies of scale, thereby improving profitability [2] - The valuation level of the company is expected to rise further, providing long-term investment value for investors [2]

Group 1 - The company plans to globally offer 10.4369 million shares, with 1.0437 million shares available in Hong Kong and 9.3932 million shares for international sale, along with an over-allotment option of 1.5655 million shares [1] - The subscription period is from September 22 to September 25, with a maximum offer price of HKD 102.23 per share and an entry fee of approximately HKD 2065.23 for a board lot of 20 shares [1] - The total expected fundraising amount is HKD 1.067 billion, with a net amount of HKD 919 million, which will be used for expanding product offerings, enhancing technology, improving production capabilities, and increasing brand awareness [1] Group 2 - The company is expected to be listed on the main board by September 30, 2025, with several financial institutions acting as joint sponsors [2] - The main business activities include manufacturing and retailing of automotive parts, electronic products sales, and providing various technical services [2] - The company's net profits for the years 2022, 2023, and 2024 are projected to be -450 million, -284 million, and -541 million respectively, with year-on-year changes of -21.50%, 37.21%, and -90.65% [2]

Group 1 - The company, Botai Che Lian, plans to conduct an IPO from September 22 to September 25, 2025, offering 10.4369 million H-shares globally, with 10% allocated for Hong Kong and 90% for international sales, at a proposed price of HKD 102.23 per share [1] - Botai Che Lian is a leading provider of smart cockpit solutions in China, ranking third in the market for passenger car smart cockpit domain controllers with a market share of 7.3% as of 2024 [1] - The company differentiates itself by offering integrated smart cockpit solutions that combine software, hardware, and cloud services, catering to diverse customer needs [1] Group 2 - The company has shown significant revenue growth, with revenues of RMB 1.218 billion, RMB 1.496 billion, RMB 2.557 billion, and RMB 754 million for the years 2022, 2023, 2024, and the first five months of 2025, respectively [2] - Gross profits for the same periods were RMB 171 million, RMB 231 million, RMB 301 million, and RMB 98.7 million, with gross margins of 14.1%, 15.4%, 11.8%, and 13.1% [2] - The company reported net losses of RMB 4.52 billion, RMB 2.84 billion, RMB 5.41 billion, and RMB 2.2 billion for the years 2022, 2023, 2024, and the first five months of 2025, respectively [2] Group 3 - The company has entered cornerstone investment agreements with Horizon Together Holding Ltd., Huangshan SP, and Smart Ventures Limited, with total subscriptions amounting to approximately HKD 466 million [3] - The estimated net proceeds from the global offering are approximately HKD 919 million, after deducting estimated underwriting commissions, fees, and expenses [3] - The intended use of the net proceeds includes 30% for expanding product offerings and enhancing technology, 30% for improving production and testing capabilities, 20% for expanding sales and service networks, 10% for strategic investments, and 10% for working capital and general corporate purposes [3]

Core Viewpoint - The company, Botai Carlink (02889), is set to launch an IPO from September 22 to September 25, 2025, aiming to issue 10.4369 million H-shares at a price of HKD 102.23 per share, with trading expected to commence on September 30, 2025 [1][2]. Group 1: Company Overview - Botai Carlink is a leading provider of smart cockpit solutions in China, ranking as the third-largest supplier of domain controllers for passenger car smart cockpits with a market share of 7.3% as of 2024 [1]. - The company differentiates itself by offering integrated smart cockpit solutions that combine software, hardware, and cloud services, catering to diverse customer needs [1]. Group 2: Financial Performance - The company has shown significant revenue growth, with revenues of RMB 1.218 billion, RMB 1.496 billion, RMB 2.557 billion, and RMB 754 million for the years 2022, 2023, 2024, and the five months ending May 31, 2025, respectively [2]. - Gross profits for the same periods were RMB 171 million, RMB 231 million, RMB 301 million, and RMB 98.7 million, with corresponding gross profit margins of 14.1%, 15.4%, 11.8%, and 13.1% [2]. - The company reported net losses of RMB 4.52 billion, RMB 2.84 billion, RMB 5.41 billion, and RMB 2.2 billion for the years 2022, 2023, 2024, and the five months ending May 31, 2025, respectively [2]. - Adjusted EBITDA figures for the same periods were RMB (3.18) billion, RMB (1.27) billion, RMB (2.15) billion, and RMB (1.01) billion [2]. Group 3: IPO and Use of Proceeds - The company has secured cornerstone investment agreements with Horizon Together Holding Ltd., Huangshan SP, and Smart Ventures Limited, totaling approximately HKD 466 million [3]. - The estimated net proceeds from the global offering are approximately HKD 919 million, intended for various purposes: 30% for expanding product offerings and enhancing technology, 30% for improving production and testing capabilities, 20% for expanding sales and service networks, 10% for strategic investments, and 10% for working capital and general corporate purposes [3].

Group 1 - The company is focusing on satellite internet, low-altitude economy, industrial IoT, vehicle networking, and AI-driven consumer electronics in its latest financing round [1][3] - The financing will enhance the company's capabilities in chip research and ecosystem development for lightweight 5G and high-bandwidth 5G standards [1][3] - The CEO of the company emphasizes that the new financing will accelerate product development and commercialization processes [3] Group 2 - The company has developed a lightweight 5G+4G+satellite tri-mode fusion chip, U560, which achieves full coverage across air, land, and sea [4] - The U560 chip has successfully completed all technical validations and boasts three core advantages: 12nm RF-SoC process, improved positioning accuracy, and partnership with China's Xingwang for S-band mobile direct connection terminal chips [4] - The company has previously secured 1 billion yuan in angel round investment and 3 billion yuan in Pre-A round financing from various institutions [4]

创新成果遍地开花的同时，"地信+"的城市名片愈加亮丽。 地信"名片"声名远播 德清城南有一片不到5平方公里的土地：这里既是德清的城市地标地信小镇，也是国家级高新区湖州莫干山高新区的重要组成部分，更诞生了全国首个以县域为主 体创建的国家级车联网先导区、唯一的县级国家新一代人工智能创新发展试验区。 德清的地信产业发展仅10余年，却已迈向世界，这其中既有机缘，更有主动作为。赵杰表示，2009年前后，浙江大力发展信息经济，德清开始谋划发展地信产业。 2011年，浙江省测绘局和德清县宣布共建浙江省地理信息产业园；次年，"中国—联合国地理信息国际论坛"在德清举办，第一批企业也陆续入驻产业园。 南方测绘是第一批落子德清的地信企业之一。浙江南方测绘总经理、德清地信企业协会会长陈述在接受证券时报记者采访时表示，作为一家老牌测绘仪器研发制造 商，公司在浙江有多年业务基础。2010年，德清县相关领导带着产业蓝图赴广州招商。尽管多地均在推动地信产业园建设，但公司预判"浙江一定行"，果断签约入 驻。 2015年，德清地信小镇入围省级首批特色小镇名单；翌年，湖州莫干山高新区组建完成。地信小镇和高新区成立后，德清地信产业集群也初具规模。 ...

Core Viewpoint - Deqing has rapidly developed its geographic information (Geo-Information) industry, becoming a global hub with significant achievements in smart transportation and geographic data applications, supported by a robust industrial ecosystem and government initiatives [1][2][3]. Group 1: Industry Development - Deqing's Geo-Information industry has grown from scratch in just over a decade, establishing a complete industrial chain that includes data acquisition, processing, application, and services [3]. - The region has become a national leader in Geo-Information, hosting over 430 companies and achieving industry revenue exceeding 30 billion yuan [1][2]. - Deqing has been recognized as a national pilot area for vehicle networking and a county-level innovation development zone for artificial intelligence [2]. Group 2: Strategic Initiatives - The local government has initiated a three-year action plan to enhance the Geo-Information industry, aiming to attract 100 landmark projects and cultivate 100 scale enterprises by 2026, with a target industry scale of over 60 billion yuan [7][8]. - A 5 billion yuan industry fund has been established to support the integration of social capital into local enterprises [8]. Group 3: Key Players and Innovations - Companies like KuanDeng Technology are pivotal in the Geo-Information sector, focusing on high-precision map data production and processing, and have relocated their headquarters to Deqing to enhance collaboration with key clients [5]. - YunChuang ZhiXing has launched a large-scale autonomous sanitation vehicle project in Deqing, operating over 31 vehicles and covering 240,000 kilometers, showcasing the practical application of Geo-Information technology [6]. Group 4: Future Outlook - Deqing aims to strengthen its industrial ecosystem by fostering leading enterprises and enhancing collaboration among various sectors, transitioning from mere scale aggregation to value aggregation [8]. - The region's unique advantages include hosting the first UN-affiliated organization in China and high-level research platforms, which contribute to its competitive edge in the Geo-Information industry [3].