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应急求助、危机预警……“智”造新品守护美好生活
Ke Ji Ri Bao· 2025-06-22 01:47
小屏让信息触手可及,物联让万物近在咫尺。如今,移动通信与物联网正深刻改变着人们的生产生 活方式。在6月18日到20日联动举行的2025世界移动通信大会及IOTE 2025第二十三届国际物联网展·上 海站展会现场,一系列服务百姓生活、守护人身安全的创新产品亮相。 "前方危险,注意安全!"在第二十三届国际物联网展·上海站重庆甲虫网络科技有限公司展台上 方,智能声光报警器正在播放预警信息。这是该公司研发的高精度倾斜监测仪的联动设备之一,可以帮 助山区居民在遇到自然灾害时快速撤离。 AI陪伴水杯引导孩子健康饮水且能开展智能互动,卫星电话+短报文智能终端帮助驴友在遇到紧急 情况时高效求助,高精度倾斜监测仪为山区居民提供泥石流预警,AI素描机械臂展示精湛绘画技艺解 放创作者,燃气罐监控器精准监控燃气泄漏并及时报警……这些成果在展示全球移动通信与物联网领域 最新进展的同时,通过智能互联、应急求助、危机预警、AI绘画等应用,铺展民生幸福底色,守护百 姓安全防线,共同绘制"智"造生活新图景。 AI陪伴水杯:巧妙引导孩子爱上喝水 《中国学龄儿童膳食指南(2022)》建议,低身体活动水平的6岁学龄儿童每天至少饮水800毫升, 7到 ...
中证沪港深物联网主题指数下跌0.01%,前十大权重包含中际旭创等
Jin Rong Jie· 2025-06-20 13:00
金融界6月20日消息,上证指数低开震荡,中证沪港深物联网主题指数 (SHS物联网,931575)下跌 0.01%,报4146.62点,成交额580.13亿元。 跟踪SHS物联网的公募基金包括:天弘中证沪港深物联网主题联接A、天弘中证沪港深物联网主题联接 C、天弘中证沪港深物联网主题ETF。 数据统计显示,中证沪港深物联网主题指数近一个月下跌2.24%,近三个月下跌11.73%,年至今上涨 2.30%。 据了解,中证沪港深物联网主题指数从内地与香港市场中选取涉及为物联网的信息采集、传输和计算提 供基础资源与技术支持以及应用物联网的上市公司证券作为指数样本,以反映内地与香港市场物联网相 关上市公司证券的整体表现。该指数以2012年12月31日为基日,以1000.0点为基点。 从指数持仓来看,中证沪港深物联网主题指数十大权重分别为:立讯精密(5.52%)、美的集团 (5.19%)、小米集团-W(5.14%)、腾讯控股(5.03%)、美团-W(4.47%)、理想汽车-W (4.38%)、小鹏汽车-W(4.13%)、中国电信(4.02%)、汇川技术(3.82%)、中际旭创 (3.77%)。 从中证沪港深物联网主题指数持 ...
国联股份: 立信会计师事务所(特殊普通合伙)关于北京国联视讯信息技术股份有限公司2024年年度报告的信息披露监管工作函之部分回复报告-信会师报字[2025]第ZG12620号
Zheng Quan Zhi Xing· 2025-06-20 12:13
Core Viewpoint - The report highlights the financial disclosures and responses from the company regarding its prepayments, accounts receivable, and fundraising projects, indicating significant growth in prepayments and accounts receivable, along with the ongoing development of fundraising projects. Group 1: Prepayments - The company's prepayment balance for the year is 7.693 billion yuan, representing a year-on-year increase of approximately 70% [1] - The company has recognized a bad debt loss of 44 million yuan for prepayments, which is a year-on-year increase of about 182% [1] - The top ten prepayment recipients include various suppliers, with some being new suppliers and others having a controlling relationship with the company [3] - All prepayments have been delivered without delays, and the corresponding goods have been sold [3] - The prepayment turnover rate for the year is 14 times, with a turnover period of 26.07 days, which is in line with industry averages [4] Group 2: Accounts Receivable - The company's accounts receivable balance is 1.410 billion yuan, showing a year-on-year increase of 51.03% [9] - The company has recognized a bad debt loss of 32 million yuan for accounts receivable, with a significant increase in the bad debt provision ratio [9] - The top ten accounts receivable recipients have been disclosed, with no significant undisclosed relationships found between customers and suppliers [10] - The company maintains a unified credit policy for accounts receivable, which has not changed significantly from previous years [12] - The increase in accounts receivable is attributed to more customers requesting extended payment terms due to cautious cash management in the current economic environment [12] Group 3: Fundraising Projects - Three fundraising projects from the company's 2020 non-public stock issuance are still under construction, with progress rates of 34.29%, 50.22%, and 68.88% [14] - The company has used raised funds for purposes not closely related to the fundraising projects, such as sodium-ion battery production line construction [14] - The company has provided details on the main uses and outcomes of the funds invested this year, including improvements in B2B operations and office efficiency [14]
国联股份: 关于2024年年度报告的信息披露监管工作函之部分回复的公告
Zheng Quan Zhi Xing· 2025-06-20 12:01
Core Viewpoint - The company, Beijing Guolian Vision Information Technology Co., Ltd., is responding to regulatory inquiries regarding its 2024 annual report, specifically addressing issues related to revenue recognition, internal controls, and prepaid accounts [1]. Revenue Recognition - The company's reported revenues for 2024 were 136.23 billion, 121.05 billion, and a decline of 16.21%, 10.23%, and 15.91% respectively for each quarter, attributed to a shift from gross to net revenue recognition for certain transactions [2]. - The company is currently verifying its revenue recognition methods in accordance with accounting standards and will provide further disclosures [2][3]. Internal Control - The company has previously corrected errors in revenue reporting for 2020 to 2022, and the auditor has issued standard opinions for the current year, indicating improvements in internal controls [3]. - The company is required to disclose its internal control requirements for revenue recognition and any changes compared to previous years [3][4]. Prepaid Accounts - The company's prepaid accounts balance reached 76.93 billion, a year-on-year increase of approximately 70%, with a significant rise in bad debt provisions for prepaid accounts [4][5]. - The company is expected to disclose details about its top ten prepaid account recipients, including transaction amounts and supplier relationships [5][6]. - The increase in prepaid accounts is attributed to the company's self-operated business model, which necessitates securing supply and stabilizing prices through advance payments [7][12]. Accounts Receivable - The company's accounts receivable balance was 14.10 billion, reflecting a 51.03% increase year-on-year, with a bad debt provision of 0.32 billion and a provision ratio of 3.25% [13]. - The company is required to disclose details about its top ten debtors, including transaction amounts and any potential relationships with suppliers [13][14].
百胜中国发布首个面向餐厅营运的智能体,开启智能化餐厅新篇章
Guan Cha Zhe Wang· 2025-06-20 11:13
Core Insights - Yum China held its first AI Day in Shanghai, announcing the launch of Q-Smart Agent, an AI-driven tool for restaurant operations [1] - The company established a 100 million yuan "Frontline Employee Innovation Fund" to empower frontline employees to turn innovative ideas into practical applications [1] Group 1: Q-Smart Agent Features - Q-Smart integrates generative AI, IoT, and big data, achieving full coverage of the "people-goods-venue" operational chain, marking a shift towards human-machine collaboration in the restaurant industry [1] - The AI tool enhances operational efficiency by automating over 20 tasks, including scheduling, inventory management, and security, providing comprehensive support for restaurant managers [1][2] Group 2: Operational Efficiency and Food Safety - Q-Smart automates complex tasks, allowing for voice interaction with managers at critical steps, simplifying operations and improving product consistency, thus enhancing the overall efficiency of the food service chain [2] - The contactless interaction feature of Q-Smart contributes to food safety, creating a safer dining environment for customers [2] Group 3: Real-time Decision Support - Q-Smart can quickly analyze and alert managers to operational opportunities, such as potential shortages in kitchen supplies, and automatically adjust production plans upon confirmation [3] - The AI tool provides real-time data queries and professional knowledge support to frontline employees, ensuring precise guidance for daily operations and unexpected challenges [3] - The company plans to gather feedback from frontline staff to continuously iterate and upgrade Q-Smart, aiming to enhance operational efficiency and contribute to the digital transformation of the restaurant industry [3]
春光集团IPO:经营净现金流大降 净现比滑坡 应收账款高悬
Xin Lang Zheng Quan· 2025-06-20 10:31
2025年6月17日,山东春光科技集团股份有限公司(以下简称"春光集团")创业板IPO申请获深交所受 理,拟募资7.5亿元用于扩产、建设研发中心及补流。随着招股书的披露,一系列问题与风险也逐渐浮 出水面,引发市场广泛关注。 2022-2024年,春光集团经营活动净现金流从8010.28万元骤降至2864.92万元,降幅达64.23%,净现比 (经营现金流/净利润)从1.03降至0.29,意味着每赚1元净利润,实际到手的现金不足0.3元。这一现象 与营收增长(2024年营收同比增15.81%)形成背离,暴露盈利"含金量"不足。 现金流恶化主因应收账款激增。公司2024年末应收账款余额达3.59亿元,占营收33.3%,增速 (30.48%)远超营收增速,显示回款能力弱化。 业务结构单一 经营性现金流大幅滑坡 春光集团主营业务为软磁铁氧体磁粉的研发、生产和销售,并沿产业链发展软磁铁氧体 磁心、电子元 器件和电源等产品。 2022-2024年,春光集团营业收入分别为10.15亿元、9.30亿元和10.77亿元,扣非归母净利润分别为 7362.35万元、8514.58万元和9275.71万元。 公司的产品广泛应用于新能 ...
Marvell,主导定制芯片市场
半导体芯闻· 2025-06-20 10:02
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容来自 Chosun BIZ 。 Marvell 正在快速崛起,成为应用特定集成电路(ASIC)市场的一支强劲力量。该公司近日宣布 计划与台积公司(TSMC)在3nm以下的先进制程上展开合作。据报道,Marvell 还计划采用台积 电的硅光子技术,这项技术正作为下一代光学半导体方案受到业界关注。当前,台积电在晶圆代工 市场的份额超过60%,几乎在从传统节点到先进制程的各个层面确立了主导地位,如今正瞄准新兴 的应用特定半导体制造市场——这一市场正随着人工智能(AI)的迅猛发展,成为晶圆代工行业 的新战场。 所 谓 应 用 特 定 半 导 体 , 是 为 特 定 功 能 定 制 设 计 的 芯 片 。 相 较 于 为 通 用 目 的 设 计 的 图 形 处 理 器 (GPU),这类芯片具有更低的成本、更小的功耗和更少的整体投入,因此在AI数据中心、汽 车、物联网(IoT)等多个市场中颇具吸引力。摩根大通数据显示,博通(Broadcom)以55%至 60%的市场份额位居该领域首位,Marvell 以约15%的份额紧随其后。 据产业界6月20日消息,Marvell 即 ...
芯片人去德国!一口气看两场行业大展
芯世相· 2025-06-20 09:24
Core Viewpoint - The article emphasizes the importance of exploring overseas markets for the chip industry, particularly in Europe, as a strategy for industry upgrade and sustained growth amidst intense domestic competition and technological innovation [3]. Group 1: Overview of the European Market Exploration - The chip industry is increasingly focusing on overseas markets, with "going abroad" seen as a new option for growth [3]. - A business investigation trip to Germany is planned from September 4 to September 14, focusing on key cities and major exhibitions like IFA and IAA [3][4]. - The IFA exhibition, one of the largest in the world, attracted over 1,800 exhibitors and more than 210,000 visitors from 138 countries in its last edition [4]. - The IAA exhibition, a key event in the global automotive industry, had 750 exhibitors from 38 countries and over 500,000 visitors [4]. Group 2: Activities and Engagements - The trip will include deep-dive salons and visits to renowned companies and universities, facilitating connections with local resources [6][7]. - Previous trips to Germany in 2018 and 2023 have built a strong resource network and experience in organizing industry-specific itineraries [10]. - The itinerary includes visits to significant cities like Berlin, Leipzig, Dresden, Stuttgart, and Munich, each representing key industrial characteristics [7]. Group 3: Exhibition Insights - IFA covers various aspects of consumer electronics, providing insights into market demands in Germany and globally [5]. - IAA encompasses the entire automotive supply chain, featuring major manufacturers and component suppliers, allowing for efficient identification of potential partners and projects [5]. Group 4: Company Visits and Learning Opportunities - The itinerary includes visits to notable companies such as GlobalFoundries and Mercedes-Benz, which are pivotal in the semiconductor and automotive sectors [19][20]. - Nexperia, a leading semiconductor company, and Fraunhofer, a model for integrating scientific research with industrial development, will also be explored [22][23].
天合光能(688599)每日收评(06-20)
He Xun Cai Jing· 2025-06-20 08:53
48.75分综合得分 偏弱 趋势方向 主力成本分析 天合光能688599 时间: 2025年6月20日星期五 13.78 元 当日主力成本 13.93 元 5日主力成本 13.84 元 20日主力成本 14.28 元 60日主力成本 跌停 0 技术面分析 14.15 周期内涨跌停 过去一年内该股 涨停 0次 次 北向资金数据 持股量5230.79万股 占流通比2.4% 昨日净买入-201.60万股 昨日增仓比-0.093% 5日增仓比-0.235% 20日增仓比-0.069% 短期压力位 13.61 短期支撑位 14.37 中期压力位 13.15 中期支撑位 目前短线趋势不慎明朗,静待主力资金选择方向; 目前中期趋势不慎明朗,静待主力资金选择方向 K线形态 ★长上影★ 表明行情上档压力沉重,升势受阻 资金流数据 2025年06月20日的资金流向数据方面 主力资金净流入2807.15万元 占总成交额6% 超大单净流入3746.21万元 大单净流出939.06万元 散户资金净流入161.88万 关联行业/概念板块 光伏设备 0.71%、锂电池 0.10%、物联网 -1.49%、智能家居 -1.04%等 (以上内容 ...
2025年中国物联网芯片行业进出口现状分析:贸易逆差逐渐缩小
Qian Zhan Wang· 2025-06-20 08:45
Group 1: Overall Industry Overview - The total import and export value of China's chip industry is projected to reach $545.14 billion in 2024, with a year-on-year growth of 12.32%, and a trade deficit of $226.14 billion, increasing by 5.97% [1] - In the first four months of 2025, the trade scale of the chip industry has already reached $179.61 billion, with a trade deficit of $66.73 billion [1] Group 2: Import Situation - In 2024, China's chip import volume is expected to be 549.18 billion units, reflecting a year-on-year increase of 14.52%, while the import value is approximately $385.64 billion, up by 10.38% [2] - For the first four months of 2025, the chip import volume is recorded at 181.33 billion units, with an import value of about $123.17 billion [2] - The import price of chips in China fluctuates between $0.60 and $0.80 per unit, remaining relatively stable due to the rapid development of the domestic IoT chip industry [5] Group 3: Export Situation - In 2024, China's chip export volume is projected to be 298.11 billion units, with a year-on-year growth of 11.31%, and the export value is expected to reach $159.50 billion, increasing by 17.31% [7] - In the first five months of 2025, the semiconductor export volume has reached 106.29 billion units, with an export value of $56.44 billion [7] - The export price of chips from China has shown a rising trend, increasing from $0.40 per unit in 2014 to $0.54 per unit in 2024, indicating improved self-innovation capabilities and increased market competitiveness [8]