长江商报奔腾新闻记者张璐 5月6日，国内安防巨头海康威视（002415）(002415.SZ)披露了公司回购股份的进展。 据海康威视此前第六届董事会第四次会议、2024年第二次临时股东大会审议通过的《关于回购公司股份 方案的议案》显示，公司回购资金总额不超过25亿元(含)，不低于20亿元(含)，回购价格不超过40元/股 (含)。 公告显示，海康威视自2024年12月26日起开始实施回购。截至2025年4月30日收盘，公司通过股份回购 专用证券账户以集中竞价交易方式累计回购公司股份4653.9119万股，占公司目前总股本的0.5040%，最 高成交价为32.7元/股，最低成交价为27.53元/股，成交总金额为14.06亿元(不含交易费用)。以此来看， 海康威视已完成回购总额下限金额的70%。 除回购外，在股东回报方面，海康威视还进行了大手笔分红。公司2024年年度利润分配预案中显示，拟 向全体股东每10股派发现金红利7元，预计现金分红金额为64.35亿元，占公司2024年净利润比例的 53.73%(以截至2025年3月31日公司扣除回购专户的总股本估算)。 据悉，除杭州总部的研究院、硬件产品研发中心、软件产品研 ...

会上，市经信局、临空经济示范区管委会、滨江区、萧山区、临平区、钱塘区、富阳区政府分别作 情况汇报。 姚高员强调，要在工业经济高质量发展上挑大梁、勇争先，落实好2025年各项具体目标任务，努力 建设杭州发展先进制造业的集聚地。要在推动科技创新和产业创新深度融合上挑大梁、勇争先，坚定不 移强化廊内科技财政投入，发挥廊内工业企业、科技领军企业龙头作用，鼓励中小企业和民营企业加大 科技创新投入力度。要在打造具有国际竞争力的战略性新兴产业和未来产业发展上挑大梁、勇争先，积 极抢占人工智能、智能物联、生物医药等优势主导产业的制高点。要在巩固提升传统产业高效绿色发展 上挑大梁、勇争先，坚持亩均论英雄，加快推动历史经典产业发展。要在优化投资结构提升招引质量上 挑大梁、勇争先，抓好优质制造业项目招引、本地项目内生裂变、工业用地供应。要在产业平台高质量 发展比学赶超上挑大梁、勇争先，培优育强区域产业集群，强化产业链生态圈联动发展。要在统筹高质 量发展与高水平安全上挑大梁、勇争先，坚决筑牢安全生产风险底线。 4月30日下午，市长姚高员主持召开城东智造大走廊产业高质量发展2025年第一次例会。他强调， 要深入学习习近平总书记考察浙江 ...

借助广交会布局多元市场的还有丹阳登峰户外用品有限公司。"最初的海外客户都是通过广交会结识 的，目前众多大客户也大多结缘于广交会。俄罗斯、蒙古国、土耳其、以色列、阿尔及利亚等新兴市场 的合作伙伴，占据了公司订单的半壁江山。"丹阳登峰户外用品有限公司业务负责人吴伟亮表示，近年 来，公司注重共建"一带一路"国家市场的开拓，深入开展市场调研，精准把握当地消费者对户外用品的 需求特点，本届广交会第三期开展首日，便获得18万美元的意向订单。 在江苏五龙针织有限公司展位，泛着微光的"银本康"面料样品吸引着众多采购商上前触摸体验。"这款 面料不仅能抗菌，还能自我净化异味。"该展位负责人张珉介绍。 据悉，该公司尚未布展就有30多位采购商通过广交会线上平台向该公司表达合作意向，收获近200万元 的意向订单。 随着人们生活品质的持续提高，养宠已逐渐成为全球众多家庭的流行生活方式。这一趋势为宠物用品行 业带来前所未有的发展机遇，海外市场需求旺盛，蕴藏着巨大的商业潜力。 近年来，浙江伊德家纺有限公司瞄准宠物经济赛道，打破产品受众单一局限。据伊德家纺相关负责人透 露："广交会客流量很大，这两天我们已达成意向订单11个，主要来自'一带一路 ...

2021-2024年，特斯联营收走向呈现两个V字形，经调整净亏损则走出了两个倒写的V字。根据特斯联近日更新的招股书，2024年特斯联营收18.43亿元，较 上年增长83.2%，经调整净亏损9.73亿元，较上年扩大62.2%。特斯联成立于2015年，向企业、城市等提供全栈AIoT(人工智能物联网)服务，2021-2024年经 调整净亏损总额31.95亿元，对大客户的依赖依然存在，2024年最大单一客户给特斯联带来29.7%的营收，五大客户产生的营收占比总营收70.6%，上述两 个数字在2023年分别是17.1%和44.5%。 "若我们不能跟上技术创新的步伐，并不断改进我们的AIoT产品以满足客户及终端用户的期望及需求，则我们的业务、经营业绩及财务状况可能会受到重 大不利影响"，在更新版的招股书中，特斯联将这部分列为风险因素的第一条。 根据官网信息，特斯联的确在各个领域做尝试，包括但不限于空间智能管理产品、医保AI便民助手、企业办公助手等。 按应用场景划分，特斯联营收来自于AI产业数智化、AI城市数智化、AI智慧生活、AI智慧能源四部分，2022-2024年AI产业数智化都是特斯联的最大营收 来源，且营收占比从6 ...

截至2024年3月31日，特斯联的产品已被来自全球136个城市的超过700个客户部署，业务遍及中国、阿 联酋、新加坡和澳大利亚市场。特斯联先后打造了2020迪拜世界博览会、深圳前海城市智慧大脑、上海 徐汇区智慧小区、廊坊大剧院等多个标杆专案，印证了其强大的产品实力。 美高域 分时图 日K线 周K线 月K线 1.32 0.02 1.54% 3.08% 2.31% 0.77% 0.00% 0.77% 2.31% 3.08% 1.26 1.27 1.29 1.30 1.31 1.33 1.34 09:30 10:30 12:00/13:00 14:00 16:10 0 103万 206万 309万 中证网讯(记者傅苏颖)8月29日晚间，美高域发布公告称，近日将完成对人工智能物联网(AIoT)企业特斯 联的投资，美高域将以此为契机，利用AI技术，进一步促进软、硬件产品的进一步发展，并在IT与AI 业务间实现协同效应，以此提升集团竞争力。此次投资与美高域长期发展目标及战略规划契合，投资额 为5000万元，占总股比0.24%。据相关人士透露，本轮融资是继D轮后开启的全新轮次，目前正在交割 中，美高域是本轮投资人之一。 作 ...

8月29日晚间，港股上市公司美高域公告称，公司在近日完成对人工智能物联网（AIoT）企业特斯联的 投资，投资额为五千万人民币。未来，美高域将以此为契机，利用AI技术，进一步促进软、硬件产品 的进一步发展，并在IT与AI业务间实现协同效应，以此提升集团竞争力。 据悉，这是特斯联正式宣布完成20亿元人民币D轮融资后，再度开启的全新轮次融资，美高域是本轮众 多投资人之一。今年4月，特斯联创造了年度最大D轮融资金额，由国际资本AL Capital与国内产业基金 阳明股权投资基金共同领投，国家发改委旗下投资平台、福田资本、金地集团（600383）、重科控股、 南昌政府平台公司、徐州产业基金、北科建集团、商汤科技、光大等新老股东一同跟投。 如今，获得香港信息技术基础架构领域美高域的战略投资，一方面丰富了特斯联的现金流储备。另一方 面，美高域立足香港的国际化团队，或将为特斯联的海外市场开拓带来助力。 同时，有知情人士对21世纪经济报道透露，特斯联或已启动相关上市进程。 特斯联凭借产品实力与商业化能力屡获资方认可 据了解，此次获得美高域投资青睐的特斯联，在人工智能物联网领域有着深厚的产业积累。公司成立于 2015年，凭借其A ...

【导读】华勤技术召开业绩说明会，回应汽车与机器人业务布局 中国基金报记者 邱德坤 4月29日，华勤技术通过线上与线下两种方式，同步举办2024年度暨2025年第一季度业绩说明会。多名华勤技术高管接受中国基金报等媒体采访，回应外 部不确定性对公司的影响，以及汽车、机器人等业务布局。 来源：中国基金报记者邱德坤拍摄 回应2025年业绩预期 外部不确定性产生影响总体可控 "尽管面临一定的外部不确定性，但公司预计2025年收入和利润仍将保持20%以上的增长。"华勤技术副董事长崔国鹏表示，随着产品结构不断优化，公司 在手机、个人电脑、数据业务等几大品类都会有稳健的增长趋势。 华勤技术聚焦智能硬件行业，业务产品线涵盖智能终端、高性能计算、汽车及工业产品、AIoT（人工智能物联网）等智能硬件产品。2024年，公司营业 收入首破千亿，达1098.78亿元，同比增长28.76%。 崔国鹏介绍，华勤技术坚持全球化的多元产品布局，海外业务占比在50%左右，其中通过客户间接销往美国的产品收入占比约10%。总体来看，海外关税 调整对公司的直接影响有限且可控。 华勤技术董事会秘书李玉桃表示，公司不断纵深推进"China+VMI"（中国+ ...

Investment Rating - The report maintains a "Buy" rating for Hikvision Technology Co., Ltd. (002415.SZ) with a target price of 28.18 CNY per share [7]. Core Views - The company's revenue for 2024 reached 92.496 billion CNY, a year-on-year increase of 3.53%, while the net profit attributable to shareholders decreased by 15.10% to 11.977 billion CNY. The innovative business segments are growing rapidly, contributing significantly to overall performance [2][4]. - In Q1 2025, the company reported a revenue of 18.532 billion CNY, up 4.01% year-on-year, and a net profit of 2.039 billion CNY, an increase of 6.41% [2]. - The innovative business accounted for 24.31% of total revenue, with Hikrobot, Ezviz, and Hikvision Micro Imaging leading in their respective fields [4]. Summary by Sections Financial Performance - In 2024, total revenue was 92.496 billion CNY, with a 3.53% increase year-on-year. The net profit attributable to shareholders was 11.977 billion CNY, down 15.10% [2]. - For Q1 2025, revenue was 18.532 billion CNY, reflecting a 4.01% increase, while net profit was 2.039 billion CNY, up 6.41% [2]. Business Segments - The Public Service Business Group (PBG) generated 13.467 billion CNY, a decrease of 12.29%, while the Enterprise Business Group (EBG) achieved 17.651 billion CNY, down 1.09%. The overseas business grew by 8.39% to 25.989 billion CNY [3]. - The innovative business segments, including Hikrobot and Ezviz, are becoming key growth drivers, with Hikrobot focusing on industrial IoT and smart logistics [4]. Profitability Forecast - The company forecasts revenues of 98.696 billion CNY, 106.732 billion CNY, and 115.307 billion CNY for 2025, 2026, and 2027, respectively. The net profit is expected to be 13.133 billion CNY, 14.601 billion CNY, and 16.222 billion CNY for the same years [5][8]. - The earnings per share (EPS) is projected to be 1.42 CNY, 1.58 CNY, and 1.76 CNY for 2025, 2026, and 2027, with corresponding price-to-earnings (P/E) ratios of 19.81, 17.82, and 16.04 [5][8].

Core Insights - The company reported a significant decline in net profit and cash flow from operating activities, indicating challenges in profitability and operational efficiency [1][3][12] Financial Performance Summary - **Revenue**: The company's revenue for 2024 was 690,656,731.64 yuan, a slight increase of 0.38% from 2023. The core business of security video monitoring products generated 676,815,810.45 yuan, accounting for 98.00% of total revenue, with a minimal growth of 0.13% [2] - **Net Profit**: The net profit attributable to shareholders was 71,333,202.49 yuan, down 22.89% from 2023. The net profit after deducting non-recurring items was 64,553,129.72 yuan, a decrease of 25.94% [3] - **Earnings Per Share**: Basic earnings per share fell to 1.05 yuan, down 21.64% from 1.34 yuan in 2023. The diluted earnings per share also decreased to 0.95 yuan, a drop of 25.20% [4] Expense Analysis - **Sales Expenses**: Sales expenses increased by 17.36% to 27,285,879.91 yuan, primarily due to higher employee compensation and operational costs for the Shenzhen subsidiary [5] - **Management Expenses**: Management expenses rose by 18.35% to 64,267,822.06 yuan, attributed to increased severance benefits and legal fees [6] - **Financial Expenses**: Financial expenses were -30,756,506.67 yuan, a change of -26.46% from the previous year, influenced by increased foreign exchange gains and interest income from financial products [7] Research and Development - **R&D Expenses**: R&D expenses remained stable at 83,991,046.07 yuan, a slight decrease of 0.57%. The company continues to invest in new product applications in the security video monitoring sector [9] - **R&D Personnel**: The number of R&D personnel decreased by 22.71% from 317 to 245, with notable changes in educational background and age structure [10] Cash Flow Analysis - **Operating Cash Flow**: The net cash flow from operating activities was 30,209,401.50 yuan, a significant decrease of 59.59% from 2023, indicating reduced cash generation capability [12] - **Investing Cash Flow**: The net cash flow from investing activities increased by 56.01% to 152,397,776.00 yuan, reflecting a shift in investment strategy towards liquidity [13] - **Financing Cash Flow**: The net cash flow from financing activities decreased by 124.66% to -208,137,217.65 yuan, indicating changes in fundraising and dividend distribution [14] Management Compensation - The reported compensation for the management team included 963,000 yuan for the chairman and 1,179,500 yuan for the general manager, raising concerns about the alignment of management pay with company performance [16][17]

Core Viewpoint - The company held its 2024 annual performance briefing, highlighting strong growth in revenue and net profit, alongside strategic developments in various business sectors, including AI, cloud services, and smart IoT devices [1][11][14]. Group 1: Financial Performance - In 2024, the company achieved a revenue of 74.10 billion yuan, representing a year-on-year increase of 59.08% [11][14]. - The net profit attributable to shareholders was 6.92 billion yuan, up 140.80% from the previous year [11][14]. - The net profit after deducting non-recurring gains and losses was 6.71 billion yuan, reflecting a growth of 144.33% year-on-year [11][14]. Group 2: Business Strategy and Development - The company is focusing on developing new capabilities in computing power and embodied intelligence, while maintaining its core business in storage devices and IoT terminals [1][5]. - The strategic core is centered around an "intelligent IoT ecosystem," integrating smart terminals, computing infrastructure, and cloud services [1][19]. - The company has established a comprehensive product system in the smart IoT terminal field, covering AIoT hardware, data storage terminals, edge computing devices, and smart control terminals [1][19]. Group 3: Market and Product Insights - The company is actively expanding its server recycling business, which is primarily aimed at sales rather than self-use [4][6]. - The demand for server recycling is strong, and the company is increasing its investment to enhance competitiveness in this area [4][6]. - The company’s overseas revenue is mainly derived from sales to regions such as Hong Kong, Singapore, and India, with a low proportion of direct sales to the U.S. [15][19]. Group 4: Future Outlook - The company plans to continue expanding its computing power service sector and aims to become a leading comprehensive cloud service platform globally [5][20]. - The company is also focusing on the development of service robots, including machine dogs and humanoid robots, to enhance its advanced manufacturing capabilities [2][5]. - The company is committed to maintaining a robust talent management system to support its growth and development [4][5].