Core Viewpoint - Guangdong Jiuan Intelligent Technology Co., Ltd. has received acceptance for its IPO on the ChiNext board, indicating a significant step towards public listing and capital raising [2]. Financial Performance - Jiuan Intelligent's projected revenues for 2022, 2023, 2024, and the first half of 2025 are 484 million, 645 million, 780 million, and 323 million yuan respectively, showing a growth trajectory [2]. - The company's net profit attributable to the parent company for the same periods is projected to be 34.31 million, 85.95 million, 102 million, and 44.79 million yuan respectively [2]. - Total assets are expected to grow from 2.699 billion yuan in 2022 to 5.976 billion yuan by the first half of 2025 [3]. - The company's equity attributable to shareholders is projected to increase from 1.862 billion yuan in 2022 to 4.186 billion yuan by the first half of 2025 [3]. - The net profit margin is expected to improve, with net profit reaching 447.88 million yuan in the first half of 2025, compared to 34.03 million yuan in 2022 [3]. Business Model and Operations - Jiuan Intelligent operates as a manufacturer of intelligent visual products and an IoT service provider, focusing on a "hardware + platform + service" integrated model [2]. - The company has plans to address its current reliance on leased facilities by constructing its own production and office spaces using raised funds and its own capital [3]. Risks and Challenges - The company acknowledges potential risks related to the construction of its new facilities, including delays, unexpected costs, and operational disruptions during the relocation process [4].

Core Viewpoint - The company, Shenzhen Lianyu Optoelectronics Co., Ltd., is experiencing significant growth in its stock performance and is actively expanding its product offerings in smart lighting and charging solutions, benefiting from the depreciation of the RMB and international market opportunities. Group 1: Company Developments - On December 26, Lianyu shares hit the daily limit with a trading volume of 95.86 million yuan and a turnover rate of 8.66%, resulting in a total market capitalization of 3.393 billion yuan [1] - The company is advancing in the smart lighting sector by developing new technologies for intelligent control circuits that adapt to plant self-control spectra and wireless networking, enhancing product intelligence and connectivity [2][3] - Lianyu has obtained a U.S. invention patent for its self-developed standardized interface technology for LED lamps, allowing for the integration of various smart sensors and enabling remote and automated control [2][3] Group 2: Financial Performance - For the first nine months of 2025, Lianyu reported a revenue of 1.155 billion yuan, reflecting a year-on-year growth of 1.03%, while the net profit attributable to shareholders decreased by 79.23% to 19.5341 million yuan [10] - The company's overseas revenue accounted for 95.62% of total revenue, benefiting from the depreciation of the RMB [4] - As of September 30, 2025, the number of shareholders decreased by 20.62% to 6,765, while the average circulating shares per person increased by 25.97% to 3,562 shares [10] Group 3: Market Position and Strategy - Lianyu is actively establishing production bases in Vietnam and Mexico to enhance its manufacturing capabilities and market reach [5] - The company is also focusing on the development of charging piles and energy storage solutions through its wholly-owned subsidiary, Shenzhen Haibo, which has already generated revenue from these products [3] - The average trading cost of the stock is 45.83 yuan, with the current price near a support level of 44.99 yuan, indicating potential volatility in the near term [8]

Core Viewpoint - The company, Lida Xin, is experiencing a decline in stock price and has a significant reliance on overseas revenue, which is benefiting from the depreciation of the RMB. Group 1: Company Overview - Lida Xin is located in Xiamen, Fujian Province, and specializes in the R&D, manufacturing, sales, and services of LED lighting products, smart home, and smart building IoT products [2][7] - The main revenue composition includes 64.10% from lighting products and accessories, 25.14% from IoT products and accessories, 8.04% from home appliances and accessories, and 1.56% from other products [7] - As of September 30, the company had 14,600 shareholders, an increase of 16.11% from the previous period, with an average of 34,370 circulating shares per person, a decrease of 13.88% [7] Group 2: Financial Performance - For the period from January to September 2025, Lida Xin achieved a revenue of 4.947 billion yuan, a year-on-year increase of 0.13%, while the net profit attributable to shareholders decreased by 54.35% to 127 million yuan [7] - The company has distributed a total of 585 million yuan in dividends since its A-share listing, with 523 million yuan distributed over the past three years [8] Group 3: Market Dynamics - The company’s overseas revenue accounted for 89.22% of total revenue in the 2024 annual report, benefiting from the depreciation of the RMB [3] - The company has taken preemptive measures for inventory in anticipation of market changes, including price adjustments to mitigate tariff impacts [2] Group 4: Technical Analysis - The average trading cost of the stock is 19.99 yuan, with a recent quick accumulation of shares, suggesting short-term trading opportunities [6] - The stock price is currently between resistance at 28.88 yuan and support at 25.07 yuan, indicating potential for range trading [6]

Core Viewpoint - The company, Tongzhou Electronics, is experiencing a decline in stock price despite benefiting from various market trends, including the depreciation of the RMB and growth in the IoT and lithium battery sectors [2][3]. Financial Performance - In 2024, the company's overseas revenue accounted for 79.72%, benefiting from the depreciation of the RMB [2]. - For the fiscal year 2022, the company reported a revenue of 255 million, representing a year-on-year growth of 82.99%, with a significant contribution from the new energy battery business [2]. - From January to September 2025, the company achieved a revenue of 657 million, marking a year-on-year increase of 176.75%, and a net profit of 232 million, which is a staggering growth of 1724.48% [7]. Business Segments - The main business segments include high-power power supply (90.23% of revenue), trade (4.47%), and battery business (3.73%) [7]. - The company is focusing on high-power power supply products, primarily used in computing server applications [2]. Market Activity - On December 26, the stock price of Tongzhou Electronics fell by 1.52%, with a trading volume of 209 million and a turnover rate of 2.44%, leading to a total market capitalization of 9.27 billion [1]. - The stock has seen a net outflow of 56.69 million from major investors, indicating a reduction in holdings over the past two days [4][5]. Technical Analysis - The average trading cost of the stock is 13.88, with current price levels between resistance at 12.77 and support at 11.58, suggesting potential for range trading [6]. Corporate Developments - The company has received approval to remove risk warnings, and its stock name has been changed to Tongzhou Electronics [3].

| 关公司股票组成。 | -1.1% | 58.2倍 | 95.5% | | --- | --- | --- | --- | | 物联网ETF易方达 | | | 159895 | | 跟踪中证物联网主题指数 | | | - . . . ///////// | | 该指数聚焦的物联网是智能 终端实现万物互联的重要基 础,由业务涉及信息采集、 | 截至午间收盘 该指数涨跌 | 该指数 滚动市盈率 | 该指数自2015年 发布以来估值分位 | | 信息传输、物联网应用领域 的公司股票组成。 | -0.7% | 32.9倍 | 49.4% | 截至午间收盘，国证机器人产业指数下跌0.9%，中证智能电动汽车指数上涨0.9%，中证消费电子主题指数下跌1.1%，中证物联网主题指数 下跌0.7%，相关ETF中，机器人ETF易方达（159530）半日净申购超1.4亿份，此前已连续4个交易日"吸金"，合计5亿元。 每日经济新闻 ...

证券代码：002161 证券简称：远望谷 深圳市远望谷信息技术股份有限公司 投资者关系活动记录表 1 编号：2025-007 投资者关系活动 类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □一对一沟通 □其他 参与单位名称及 人员姓名 1、国泰海通：曾韵蓓、谭雨瑄、刘环环、赵瑞丰、吴俊柯、汪永涛、吕玉静、 陶慧敏、李晓东、黎正阳 2、 锡华实业投资集团有限公司：宋海 3、星空科技：何巨飞、徐锦江、张皓衍 4、火神投资：黄天鼎 5、深圳瑞皖科技：熊洪图 6、合心基金：周沛盛 7、深圳洞族设计：董小英 8、融煜创投：黄明 9、深圳证金投资：李强 10、殷实基金：安佟亮 11、艺灵文化：刘怡伶 12、华晟集团：庄小科 13、创汇投资：徐军 14、三华富科技：廖志威 15、统一宇宙：韩晓 16、诺信达：钟建波 17、深圳瑞皖科技：刘宏慧、汪细花 18、逆为投资：张娟 19、延信基金：吴镇广 20、国盛资管：唐钰涵 | 20、特建发：张鸿婷 | | | --- | --- | | 21、华峰资本：甘和平 | | | | 22、个人投资者：段建国、余少平、陈岚、朱小平 ...

Core Viewpoint - Wanma Technology's stock has experienced fluctuations, with a year-to-date increase of 22.29% but a recent decline in the last five trading days by 1.22% [1] Group 1: Stock Performance - As of December 26, Wanma Technology's stock price is 42.14 CNY per share, with a market capitalization of 5.647 billion CNY [1] - The stock has seen a trading volume of 1.05 million CNY, with a turnover rate of 2.10% [1] - The stock has been on the "龙虎榜" once this year, with the last appearance on June 24, where it recorded a net purchase of 104 million CNY [1] Group 2: Financial Performance - For the period from January to September 2025, Wanma Technology achieved a revenue of 557 million CNY, representing a year-on-year growth of 44.51% [2] - The net profit attributable to the parent company for the same period was 32.6832 million CNY, showing a year-on-year increase of 4.67% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Wanma Technology is 26,000, a decrease of 18.78% from the previous period [2] - The average number of circulating shares per shareholder is 4,503, which has increased by 21.38% [2] - The company has distributed a total of 35.242 million CNY in dividends since its A-share listing, with 30.82 million CNY distributed in the last three years [3]

12月26日，博实结盘中下跌2.03%，截至11:17，报85.23元/股，成交5843.66万元，换手率1.70%，总市 值75.85亿元。 资金流向方面，主力资金净流出419.26万元，大单买入457.46万元，占比7.83%，卖出876.71万元，占比 15.00%。 博实结今年以来股价涨26.20%，近5个交易日跌1.37%，近20日涨1.33%，近60日跌13.25%。 今年以来博实结已经4次登上龙虎榜，最近一次登上龙虎榜为2月28日，当日龙虎榜净买入5266.06万 元；买入总计1.32亿元 ，占总成交额比21.37%；卖出总计7933.79万元 ，占总成交额比12.84%。 资料显示，深圳市博实结科技股份有限公司位于广东省深圳市龙华区民治街道北站社区汇德大厦1号楼 2701、2702、2703，成立日期2009年6月4日，上市日期2024年8月1日，公司主营业务涉及智能车载终 端、智慧出行组件、智能支付硬件、无线通信模组及其他智能硬件等物联网智能化硬件产品的研发设 计、生产和销售。主营业务收入构成为：智能车载终端38.80%，智慧出行组件28.42%，其他智能硬件 23.20%，智能支付硬件4. ...

12月26日，中颖电子盘中下跌2.05%，截至11:25，报28.62元/股，成交1.97亿元，换手率1.99%，总市值 97.70亿元。 中颖电子所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：智能手表、SOC芯片、汽 车芯片、智能穿戴、物联网等。 截至12月19日，中颖电子股东户数4.90万，较上期减少3.92%；人均流通股6944股，较上期增加4.08%。 2025年1月-9月，中颖电子实现营业收入9.67亿元，同比减少1.13%；归母净利润5704.63万元，同比减少 36.59%。 分红方面，中颖电子A股上市后累计派现11.07亿元。近三年，累计派现2.72亿元。 机构持仓方面，截止2025年9月30日，中颖电子十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股435.37万股，相比上期增加214.06万股。南方中证1000ETF（512100）位居第六大流通股 东，持股311.98万股，相比上期减少3.48万股。华夏中证1000ETF（159845）位居第八大流通股东，持 股185.54万股，相比上期减少1400.00股。广发中证1000ETF（560010）位居第九大流 ...

Core Viewpoint - Guangdong Jiuan Intelligent Technology Co., Ltd. (referred to as "Jiuan Intelligent") has successfully submitted its IPO application to the Shenzhen Stock Exchange, aiming to raise 1.064 billion yuan for various projects and working capital [1][5]. Company Overview - Jiuan Intelligent is a manufacturer of intelligent visual products, an IoT service provider, and a technology solution provider, focusing on visual imaging and analysis technology, wireless transmission technology, IoT platform technology, and AI visual application models [3][4]. - The company has developed from providing hardware products to terminal brand owners to offering comprehensive solutions that include hardware product technology solutions, IoT cloud platform deployment, and end-user operations, collaborating with over 200 terminal brand partners [3][4]. Market Context - The global smart camera market has reached a scale of hundreds of billions, characterized by diverse scenarios and personalized demands [3]. Technological Advancements - Jiuan Intelligent has developed proprietary algorithms for multi-channel intelligent network selection and transmission control, achieving synchronous transmission of 16 channels of 4K video over distances of 350-400 meters [4]. - The company has implemented a deep learning-based AI video summary function and real-time fire detection capabilities through visual algorithms combined with flame detection sensors [4]. IoT Cloud Platform - The "Jiushangtong" IoT cloud platform and "Yishi Cloud" app have high concurrency processing capabilities, supporting 30 million devices online daily and 400 million alarm information pushes [4]. - The DMP IoT platform features an open ecological architecture, supporting both proprietary product access and third-party SDK integration, providing end-to-end solutions from hardware deployment to user operations [4]. Financial Performance - Jiuan Intelligent reported revenues of 645 million yuan, 780 million yuan, and 323 million yuan for the years 2023, 2024, and the first half of 2025, respectively, with net profits of 86 million yuan, 102 million yuan, and 45 million yuan during the same periods [4]. IPO Fund Utilization - The IPO proceeds will be allocated to the construction of intelligent visual product industrialization, embedded intelligent visual product R&D upgrades, IoT cloud platform upgrades, and the establishment of a headquarters base to enhance production efficiency, innovation capabilities, and overall operational capacity [5].