华为首款 鸿蒙 电脑已于本月5月 8 日首发亮相，新品将于 5 月 19 日 14:30 正式发布。 IT之家从华为官网获悉， 鸿蒙电脑支持进行多设备间通信能力共享 ，在电脑无网络或网络不佳时，可共享手机移动网络，同时还可共享手机的移 动通信能力接打电话、收发短信（目前仅支持设备间一对一通信共享）。 共享网络时需删除手机上正在连接的 WLAN。请在手机上进入设置 > WLAN，单击已连接的 WLAN 名称，然后单击删除该网络。 在电脑上共享手机电话和短信 开启通信共享，可在电脑上共享手机移动通信能力接听或拨打电话、查看或回复手机接收到的短消息。 1. 共享网络前，在手机、电脑上完成如下设置： 手机：开启 WLAN、蓝牙、移动数据的开关，登录华为账号。 电脑：开启 WLAN、蓝牙的开关，并与手机登录同一华为账号。 2. 在手机上，进入设置 > 多设备协同 > 通信共享，开启网络共享的开关。 3. 在电脑上，单击桌面底部快捷栏中的"设置图标"打开设置，单击多设备协同 > 通信共享 > 连接网络，根据需要选择不同的连接方式： 自动连接 ：选择自动连接，电脑会自动搜索并连接附近手机的移动网络。首次连接，需要在电脑上进 ...

Company Overview - Zhongtian Chengbao (Shenzhen) Technology Co., Ltd. has been established with a registered capital of 5 million RMB [1] - The legal representative of the company is Li Weishao, and it is wholly owned by Guangdong Chengbao Information Service Co., Ltd. [1] Shareholder Information - Guangdong Chengbao Information Service Co., Ltd. holds 100% of the shares in Zhongtian Chengbao [2] Business Scope - The company's business scope includes a wide range of services such as transportation equipment leasing, fire technology services, sales of intelligent unmanned aerial vehicles, and various electronic and communication products [2] - Additional services include data processing and storage support, satellite technology integration, 5G communication technology services, and industrial internet data services [2]

海外巨头持续投入 AI，重视光通信等投资机遇 20250512 摘要 • 光模块行业景气度高涨，新易盛、仕佳光子、博创科技等公司一季报超预 期，验证海外算力产业链的强劲需求，相关标的配置价值凸显。 • 中美关税战缓和，两国或大幅下调关税，利好光模块及 CPU 板块，同时微 软、亚马逊和 Meta 等科技巨头持续增加对 AI 领域的资本开支，进一步推 动算力需求。 • GP300 推迟虽短期影响 1.6T 光模块需求，但市场已充分消化悲观预期， 且部分巨头预计 2026 年 800G 光模块需求将超预期，长期来看 1.6T 需 求仍将增长。 • 国产 AI 数据中心产业链持续强化，英伟达计划推出中国特供版 AI 芯片， 国产算力芯片公司陆续收到加单信息，国产大模型如通义千问等表现超预 期，多重因素推动国产算力发展。 • 国内光模块厂商占据关键生态位，新易盛和旭创一季度业绩亮眼，营收和 净利润大幅增长，市场反应积极，通信设备 ETF 及相关个股均有显著上涨。 • CPO 技术在英伟达等龙头厂商推动下有望加速落地，但商业化仍依赖产业 协同，目前处于早期阶段，需重视硅光技术及其在产业链各环节的发展。 • 国际局势动荡 ...

Group 1: Financial Performance - The company expects a loss of 216 to 264 million yuan for 2024, a year-on-year decline of 500% to 589% [6] - The company's revenue for the first three quarters of 2024 is 232 million yuan, with military procurement contributing 1.2265 million yuan, accounting for 0.53% of total revenue [1] - The company signed new contracts worth 559 million yuan in 2024 [5] Group 2: Order Status - As of March 31, 2025, the company has an order backlog of 340 million yuan [4] - The company has formed approximately 26 million yuan in orders related to inertial navigation products [2] - The company has received some sales orders in the international market for certain products [2] Group 3: Impact of Military Procurement Ban - The company has been banned from participating in military procurement activities since October 14, 2024, for a period of one year [4] - The ban has led to a significant reduction in order volume, impacting 2024 revenue [4] - The company is actively expanding into civilian markets to mitigate the impact of the military procurement ban [9] Group 4: Strategic Initiatives - The company is focusing on developing civilian market products such as emergency drones and low-orbit satellite terminals [7] - The company is optimizing its organizational structure and reducing personnel by approximately 20% to improve operational efficiency [6] - The company is exploring external cooperation opportunities to enhance competitiveness [6] Group 5: Market Outlook - The company is optimistic about the growth potential in the unmanned systems, satellite communication, and radar detection industries [3] - The company aims to leverage emerging industries like low-altitude economy and intelligent driving for future growth [6] - The company is committed to continuous innovation and product development to maintain market competitiveness [6]

Group 1: Company Overview - The company specializes in the research, production, and sales of IoT intelligent products, focusing on communication, positioning, and AI technologies [1] - In 2024, the company achieved a revenue of CNY 1.402 billion, a year-on-year increase of 24.85%, and a net profit of CNY 176 million, up by 0.81% [1] - In Q1 2025, the company reported a revenue of CNY 348 million, reflecting a 40.28% increase year-on-year, with a net profit of CNY 40 million, up by 14.42% [2] Group 2: Business Growth Drivers - The commercial vehicle monitoring sector is experiencing a product upgrade wave, with traditional devices being replaced by intelligent video recording devices [2] - The company is actively pursuing product certifications in the EU and Americas, aiming to expand its overseas market presence [2] - In the passenger vehicle positioning sector, the company plans to enhance its market share overseas while exploring new applications in asset tracking [2] Group 3: Product Development and Innovation - The company aims to diversify its smart sleep product offerings to enhance market competitiveness and achieve steady revenue growth [3] - The company has developed over twenty types of smart hardware, including electronic student IDs and smart wearable devices, generating CNY 142 million in revenue in 2024, a 21.70% increase from 2023 [6] - Future product development will focus on smart wearables, smart education, pet tracking, and smart city applications [6] Group 4: Sales and Market Strategy - The company’s smart vehicle terminal products primarily target the aftermarket, characterized by diverse regional distribution and varying customer needs [6] - The sales model involves collaboration with vehicle operation service providers, who purchase products and implement solutions tailored to local customer demands [7] - The relationship between the company and service providers is mutually beneficial, ensuring that customer needs are met effectively [7] Group 5: Risk Considerations - The information provided regarding industry forecasts and company strategies should not be interpreted as commitments or guarantees from the company or its management [7]

通信行业 超配 （维持） 行业业绩稳中有进，盈利能力提升 业 绩 通信行业 2024 年报及 2025 年一季报业绩综述 2025 年 5 月 12 日 S0340520060001 电话：0769-22119430 邮箱： chenweiguang@dgzq.com.cn 分析师：罗炜斌 SAC 执业证书编号： S0340521020001 电话：0769-22110619 邮箱：luoweibin@dgzq.com.cn 分析师：陈湛谦 SAC 执业证书编号： S0340524070002 电话：0769-22119302 邮箱： chenzhanqian@dgzq.com.cn 通信行业指数走势 资料来源：东莞证券研究所，iFind 投资要点： 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 通信行业 2024 年报及 2025 年一季报业绩综述 目 录 | 1. | 行情及机构持仓回顾 | 3 | | --- | --- | --- | | 2. | 行业业绩稳中有进，盈利能力提升 | 7 | | 3 ...

Core Viewpoint - The article emphasizes the establishment of four industry advancement offices focusing on artificial intelligence, robotics, biomedicine, and next-generation information communication to drive key industries forward and achieve economic development goals [1][2]. Group 1: Industry Development Strategy - The establishment of the four industry advancement offices is a strategic move by the municipal government to integrate resources and innovate mechanisms for industry development [1]. - The focus will be on four key areas: enhancing industry planning, ensuring project implementation, building an industrial ecosystem, and strengthening overall coordination [1]. Group 2: Implementation and Support - There is a call for innovative thinking and effective coordination among various departments to support the industry advancement offices in their functions [2]. - The emphasis is placed on cultivating and identifying talent through practical results in industry development, ensuring that responsibilities are effectively managed [2].

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：本文来自 allaboutcircuits ，谢谢。 124层印刷电路板在不增加7.6毫米标准板厚的情况下，突破了长期存在的108层的行业上限。 OKI Circuit Technology 推出了一款124 层印刷电路板 (PCB)，这是高密度电子封装领域的一项 里程碑式进展，这是迄今为止已知的半导体测试应用的最高商用堆叠高度。这一进步突破了长期 以来 108 层的上限，并可能标志着人工智能、国防、航空航天和先进通信技术领域基板设计的新 纪元。 124层PCB的横截面 PCB分层的新高峰？ 从纸面上看，从108层到124层的跃升可能微不足道，但在追求精密的PCB制造领域，这标志着 PCB制造能力的根本性转变。信号层数增加15%的同时，并没有增加标准的7.6毫米板厚，而这是 晶圆级测试设备现有尺寸限制的限制。 这绝非易事。由于树脂流动、导通孔塌陷以及层间对准等挑战，传统 PCB 设计在达到 100 层之 前就已达到机械和热性能的极限。迄今为止，可靠地超过 108 层通常意味着必须接受更厚的电路 板或降低可靠性——而 OKI 有效地避免了这些妥协。 高复杂性自然带 ...

EchoStar (SATS) Q1 2025 Earnings Call May 09, 2025 11:00 AM ET Company Participants Dean Manson - Chief Legal OfficerHamid Akhavan - President and CEOPaul Orban - Executive VP & CFO of DishJohn Swieringa - President of Technology & COOMarlane Pereiro - High Yield Credit ResearchWalter Piecyk - General Partner Conference Call Participants Sebastiano Petti - Senior Research AnalystBrent Penter - Associate Analyst - Equity ResearchBryan Kraft - AnalystAdam Rhodes - Senior Credit AnalystSam McHugh - AnalystJona ...

点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 Part 研究背景与意义 01 ● 公众号·材料汇 1 5G通信技术的特点 Non-ionising radiation'- 2.4GHZ VS. 5GHZ 波长 700 MHz 2.6 3.4 - 3.8 2.4 5G 扩展频 0 随着信息技术的发展,实时传输的数据 量日益增加，低频通信无法满足海量数 据实时传输。提高信号传输容量和速率 最有效的方式是使用高频电磁波。 C—信号传输速率 香农定理: B—信道带宽，与频率正相关 C = B ×log2 S/N S/N—信噪比 2 公众号·材料汇 5G通信技术的特点 大数据容量 5G 日2 智慧城市 智能驾驶 低时延 特 点 高传输速率 虚拟增强现实 远程医疗 ·公众号·材料汇 1 高频通信对电路基材的要求- 低介申 通信技术和通信设备的发展对设 备电路基材提出了更高的要求 信号传输损耗与 信号传输延时与 介电性能的关系 介电常数的关系 Tax - Dk L = K × (f/C) × Df × VDk 5G通信是依靠器件实现无线电磁波 L 传输损耗; K 常数 ...