证券日报网讯1月9日，瑞芯微（603893）在互动平台回答投资者提问时表示，公司芯片应用于百行百业 AIoT，主要会通过客户终端产品出口到欧盟市场。 ...

证券日报网1月8日讯，安凯微在接受调研者提问时表示，思澈专注于AIoT领域高性能SoC芯片的研发与 销售，以智能穿戴设备为核心场景，提供集成蓝牙通信、图形引擎的超低功耗异构物联网平台芯片解决 方案，并逐步拓展至智能家居、工业仪器等多元应用。其技术水平较高，与细分市场同类产品对比，在 射频、功耗等核心指标方面有领先优势。目前思澈的产品被小米、荣耀亲选、Keep、OnePlus、 Pebble、小寻等国内外知名品牌厂商采用。近期基于思澈芯片的PebbleRound2智能手表正式发布。 ...

Core Viewpoint - Xiaomi is focusing on increasing the average selling price of smartphones as a primary operational goal for 2026, while significantly boosting investments in artificial intelligence to transform its entire business line and setting an annual delivery target of 550,000 electric vehicles [1][2]. Group 1: Smartphone Business - Xiaomi's strategy to counter the rising costs of storage chips involves increasing the average selling price (ASP) of smartphones, with a clear focus on high-end models [3][4]. - The upcoming Xiaomi 17 Ultra will be priced 500-700 RMB higher than the Xiaomi 15 Ultra, reflecting this strategy [3]. - The company aims to increase its market share in China by 1 percentage point annually, emphasizing the strategic importance of the Chinese market for its high-end strategy [4]. Group 2: AIoT Business - The AIoT segment is positioned as a profit stabilizer for Xiaomi, with expectations of approximately 20% year-on-year revenue growth in 2025 and a margin expansion of 2-2.5 percentage points [5]. - Xiaomi plans to increase the number of its retail stores from about 500 in 2025 to over 1,000 in 2026, while expanding product categories and exploring partnerships with cross-border e-commerce platforms [5]. - Currently, overseas AIoT revenue accounts for about 30%, with overseas smartphone revenue at 60%, indicating potential for future growth in AIoT [5]. Group 3: Electric Vehicle Business - Xiaomi has raised its delivery target for electric vehicles to 550,000 units for 2026, significantly up from the previous target of 410,000 units for 2025 [6][7]. - The growth is driven by increased manufacturing capacity and consumer confidence in new models, including the SU7 facelift and a third model set for release in the second half of 2026 [6]. - The company aims for a healthy gross margin of over 20% in the electric vehicle segment, although margins may be lower in 2026 due to tax incentives and changes in product mix [6][7]. Group 4: R&D Investments - Xiaomi plans to invest 200 billion RMB in R&D from 2026 to 2030, focusing on AI, autonomous driving, and chip development [8][9]. - AI investments are expected to account for 25% of the 320-330 billion RMB R&D budget in 2025, with a commitment to maintaining reasonable levels of investment [9]. - The company has a strong focus on developing its own chips, with significant investments already made in the XRING O1 chip, which is expected to enhance its capabilities in the electric vehicle sector [11].

Core Viewpoint - The article discusses the strategic acquisition plan by Yingfang Microelectronics to reverse its ongoing losses and transform into a "semiconductor platform company" through the acquisition of three companies in the industry chain [1][15]. Group 1: Company Background and Previous Attempts - Yingfang Microelectronics has faced continuous losses in its main business for several years, leading to three failed major restructuring attempts [1][9]. - The company was suspended from trading in April 2020 due to three consecutive years of negative net profits from 2017 to 2019, during which its revenue also declined [5]. - In an effort to recover, Yingfang Microelectronics acquired 51% stakes in Shenzhen Huaxin Technology Co., Ltd. and WORLD STYLE TECHNOLOGY HOLDINGS LIMITED in September 2020, diversifying its business into integrated circuit design and electronic component distribution [5][6]. Group 2: Financial Performance - Following the acquisitions, the company turned profitable from 2020 to 2022, with revenues increasing significantly from 412.96 million in 2019 to 31.24 billion in 2022 [6]. - However, in 2023 and 2024, despite revenue exceeding 40 billion, the company reported net losses of -6005.75 million and -6197.04 million respectively, with a net profit of -4334 million as of September 30, 2025 [8]. - The company's gross profit margin dropped to 2.86%, indicating challenges in its distribution business, while its debt ratio reached 81.19%, highlighting significant financial pressure [8]. Group 3: Recent Acquisition Strategy - On January 5, 2026, Yingfang Microelectronics announced a plan to acquire controlling stakes in three new companies: Shanghai Xiaokeli, Fujide China, and Shiqing Intelligent Technology [12][13]. - This "packaged" acquisition strategy aims to create a more complete semiconductor industry chain, extending from chip design to distribution and packaging services [22]. - The three target companies have complementary technologies and business models, which could potentially enhance Yingfang Microelectronics' operational efficiency and market position if successfully integrated [19][21][23].

证券日报网讯1月6日，全志科技（300458）在互动平台回答投资者提问时表示，AIoT下游应用广泛， 客户需求多样化，公司将持续针对目标客户需求，推出产品及解决方案。 ...

来源丨凤凰网财经《IPO观察哨》 作者丨DW 12月30日，全球领先的消费电子ODM厂商龙旗科技通过港交所聆讯，这是继2024年3月登陆上交所主板后，龙旗科技再次冲击港股市场，标志着其"A+H"双 资本平台格局迈出关键一步。 值得注意的是，龙旗科技曾于2025年6月27日首次向港交所递交上市申请，但招股书于12月27日失效，并于12月29日更新递交申请材料。 招股书显示，龙旗科技2024年营收达463.82亿元，同比激增70.62%，智能手机 ODM业务以32.6%的市场份额稳居全球第一，看似亮眼的业绩背后，却暗藏客 户依赖、成本承压、技术迭代、核心股东持续减持等多重风险，成为其本市场征程的关键变量。 （图源：官网） 此后，杜军红在安卓浪潮中果断转型，并于2013年牵手小米，借势红米手机实现跨越式发展。 01 浙大博士赌对安卓，押宝雷军 从上海莘庄一间200平米的办公室起步，龙旗科技已用二十余年的时间，书写了一部中国电子产业的进化史。 若斯特沙利文资料显示,以2024年出货量计,龙旗科技不仅是全球第二大消费电子ODM厂商,还以32.6%的市场份额成为全球第一大智能手机ODM厂商,在智能 手表/手环、平板电脑领 ...

Core Viewpoint - The article emphasizes that while AI has advanced in perception and decision-making, it has yet to master physical interaction, indicating a gap in the practical application of AI in robotics [2][3]. Group 1: Evolution of AI and Robotics - The transition from AI 1.0 to embodied intelligence marks a significant shift, with hardware and algorithms finally aligning, making 2025 a pivotal year for advancements in robotics [6][10]. - The rise of embodied intelligence is driven by improvements in hardware components, particularly the domestic production of key robot parts, which has reduced reliance on imports and improved cost control [8][9]. Group 2: Algorithm and Hardware Development - The article highlights that recent advancements in algorithms, such as Diffusion and Transformer models, have enabled robots to learn complex behaviors rather than relying solely on predefined rules [9][10]. - The collaboration between hardware and algorithm development is crucial, with the article suggesting that algorithm breakthroughs often lead to hardware advancements rather than the other way around [13][14]. Group 3: Methodology and Data Strategy - The company emphasizes a multi-modal approach in its development, integrating various sensory inputs beyond just visual data to enhance the robot's ability to perform tasks in real-world scenarios [18]. - A focus on high-quality, real-world data collection is essential, as even minor errors in robotic tasks can lead to significant failures, necessitating a rigorous data acquisition process [19][20]. Group 4: Benchmarking and Evaluation - The lack of a unified evaluation system in the industry is identified as a significant gap, prompting the company to invest in creating a benchmarking platform to facilitate comparisons and establish technical consensus [21][23]. - The goal is to create a clear methodology for evaluating robotic capabilities, which will help in validating and accumulating algorithmic advancements over time [23].

HSINCHU, Taiwan--(BUSINESS WIRE)--Edgecore Networks and Synaptics Announce Strategic Collaboration to Advance Scalable Edge AI and AIoT Platforms. ...

在A股上市仅一年有余，ODM巨头龙旗科技(603341.SH)便"匆忙"奔赴港股市场。 12月30日，港交所官网披露,上海龙旗科技股份有限公司(简称"龙旗科技")通过港交所主板上市聆讯，花 旗、海通国际、国泰君安国际为联席保荐人。 该公司于2025年6月27日正式向香港联交所递交了H股上市申请，而彼时距离其在上海证券交易所主板 敲钟(2024年3月1日)仅过去不到一年半时间。 龙旗科技匆匆奔赴二级市场的背后，是极具反差的业绩"AB面"——一面是年营收超400亿元的ODM巨 头，一面是主业乏力+低毛利率下押注AI眼镜、汽车电子等新兴业务的"转型新人"。 那么，这家ODM巨头的投资价值究竟怎么样呢? 年营收超400亿元VS盈利能力"薄弱" 智通财经观察到，成立于2004年的龙旗科技是全球领先的智能产品和服务提供商，主要为全球知名智能 产品品牌商和领先的科技企业提供解决方案-包括产品研究、设计、制造及支持。 与此同时，这家ODM巨头还存有明显的盈利能力"薄弱"问题。 据招股书披露，2022年至2025年前三季度，龙旗科技分别录得净利润为5.62亿元、6.03亿元、4.93亿 元、5.14亿元，表现较为波动。与此同时 ...

在A股上市仅一年有余，ODM巨头龙旗科技（603341）(603341.SH)便"匆忙"奔赴港股市场。 12月30日，港交所官网披露,上海龙旗科技股份有限公司(简称"龙旗科技")通过港交所主板上市聆讯，花 旗、海通国际、国泰君安国际为联席保荐人。 该公司于2025年6月27日正式向香港联交所递交了H股上市申请，而彼时距离其在上海证券交易所主板 敲钟(2024年3月1日)仅过去不到一年半时间。 龙旗科技匆匆奔赴二级市场的背后，是极具反差的业绩"AB面"——一面是年营收超400亿元的ODM巨 头，一面是主业乏力+低毛利率下押注AI眼镜、汽车电子等新兴业务的"转型新人"。 那么，这家ODM巨头的投资价值究竟怎么样呢? 年营收超400亿元VS盈利能力"薄弱" 智通财经观察到，成立于2004年的龙旗科技是全球领先的智能产品和服务提供商，主要为全球知名智能 产品品牌商和领先的科技企业提供解决方案-包括产品研究、设计、制造及支持。 历经二十多年发展，该公司目前已打造适用于最普及的平台(如Android及Windows)的业内最广泛且综合 的智能产品生态。产品组合形成1+2+X的框架，即智能手机为核心主赛道的"1"，以个人计 ...