AI眼镜+智能穿戴+福建自贸区+芯片概念+人工智能 1、2025年9月17日互动易：公司已有适用于AI眼镜的芯片，已出货至终端客户，也在与手机品牌、初 创潮牌、ODM、方案商等多类客户持续接洽与合作中。 2、2024年4月11日互动易：南京起跑线穿戴电子科技有限公司的卫星导航S10芯片特点主要是超低功 耗，主要应用于智能穿戴领域。 2024年半年度报告：本集团以现金参股方式投资了南京起跑线穿戴电 子科技有限公司，出资额为人民币 10,000,000.00 元，持股比例为 4%。 3、公司办公地址处于福建省厦门市同安区后詹路1号16层 4、星宸科技股份有限公司的主营业务是端边侧AISoC芯片的设计、研发及销售。公司的主要产品是智 能安防、智能物联、智能车载、其他IC、技术服务、其他。 5、2024年3月15日互动易：公司通过新一代AI处理器IP研发项目的建设，公司将大幅提升新一代AI处理 器IP的处理能力，对当前AI处理器进行全方位升级，优化更多算法算子效率，进一步减小内存带宽使 用，并高效支持公司最新AIISP算法，迅速精确兼容适配客户在不同定制场景下的算法选择，大幅提升 图像处理效果。 (免责声明：分析内容 ...

Core Insights - The Ministry of Industry and Information Technology and five other departments have issued a plan to enhance the adaptability of supply and demand for consumer goods, aiming for a significant optimization of the supply structure by 2027, with three trillion-level consumption fields and ten hundred-billion-level consumption hotspots identified [1] Group 1: Market Trends - Smart wearable products are becoming a new essential for consumers, integrating technology and practicality, and are recognized as one of the hundred-billion-level consumption hotspots [1] - The market for smart wearables has diversified, extending from wristbands and watches to headphones, glasses, and rings, with each segment developing distinctively [2] - The deployment of AI models at the edge is driving the evolution of smart wearable product scenarios, enhancing functionalities such as real-time translation and voice control [2] Group 2: Industry Advantages - China possesses five core advantages in the supply of smart wearable products, including a complete industrial chain, strong manufacturing capabilities, flexible supply chains, leading brand ecosystems, and supportive policies and funds [3] - Major companies are leading innovation in the industry, with products like Huawei's smart watch featuring advanced communication technologies and Alibaba's Quark glasses integrating AI capabilities [3] Group 3: Future Outlook - The competition in the smart wearable market is shifting from device-to-device to ecosystem-to-ecosystem, emphasizing a comprehensive user experience that integrates hardware, systems, services, and content [4] - Experts predict that the future growth of the smart wearable market will be driven by three key areas: health management, young consumer markets, and industrial applications [5]

Core Viewpoint - Feirongda holds a 55% stake in Guoli Intelligent and is focusing on the embodiment intelligence sector, particularly in humanoid robots, AR/VR, and smart wearable applications [2] Group 1: Company Overview - Feirongda is engaged in the development of products related to AI chips, joint motors, and sensors, addressing the cooling and structural support needs of these components [2] - The company offers a range of products including dexterous hands, joint modules, fans, integrated cooling modules, lightweight structural parts, and thermal materials [2] Group 2: Product Development and Market Position - The products are designed to support high power density, miniaturization, and dynamic interaction scenarios, ensuring stable operation of devices [2] - Some products have already passed customer certification and are currently in the sampling, testing, or small batch supply stages [2]

证券日报网讯 12月3日，佰维存储在互动平台回答投资者提问时表示，公司ePOP系列产品目前已应用 于阿里夸克AI眼镜中。此外，公司ePOP系列产品目前已被Meta、Google、小米、小天才、Rokid、雷鸟 创新等国内外知名企业应用于其AI/AR眼镜、智能手表等智能穿戴设备上。 （文章来源：证券日报） ...

12月2日，思特威盘中下跌2.00%，截至13:30，报92.89元/股，成交1.88亿元，换手率0.62%，总市值 373.27亿元。 资金流向方面，主力资金净流出386.94万元，特大单买入840.75万元，占比4.48%，卖出1612.20万元， 占比8.59%；大单买入4102.16万元，占比21.86%，卖出3717.65万元，占比19.81%。 分红方面，思特威A股上市后累计派现1.76亿元。 机构持仓方面，截止2025年9月30日，思特威十大流通股东中，香港中央结算有限公司位居第五大流通 股东，持股1123.42万股，相比上期增加486.08万股。易方达上证科创板50ETF（588080）位居第六大流 通股东，持股1016.84万股，相比上期减少147.82万股。华夏上证科创板50成份ETF（588000）位居第七 大流通股东，持股995.30万股，相比上期减少564.12万股。嘉实上证科创板芯片ETF（588200）位居第 八大流通股东，持股639.05万股，相比上期减少29.19万股。南方中证500ETF（510500）位居第十大流 通股东，持股414.91万股，为新进股东。 责任编辑：小浪 ...

Core Viewpoint - The stock of Silan Microelectronics has experienced fluctuations, with a recent decline of 2.03%, and the company shows a mixed performance in terms of stock price changes over different time frames [1] Financial Performance - For the period from January to September 2025, Silan Microelectronics achieved a revenue of 9.713 billion yuan, representing a year-on-year growth of 18.98% [2] - The net profit attributable to shareholders reached 349 million yuan, marking a significant year-on-year increase of 1108.74% [2] Stock and Shareholder Information - As of September 30, 2025, the number of shareholders increased to 296,200, up by 13.11% from the previous period [2] - The average number of circulating shares per shareholder decreased by 11.59% to 5,618 shares [2] - Cumulatively, the company has distributed 720 million yuan in dividends since its A-share listing, with 208 million yuan distributed over the last three years [3] Market Activity - On December 2, the stock price was reported at 27.95 yuan per share, with a trading volume of 434 million yuan and a turnover rate of 0.93% [1] - The total market capitalization of Silan Microelectronics is approximately 46.511 billion yuan [1] - The stock has seen a year-to-date increase of 7.58%, a slight increase of 1.49% over the last five trading days, but a decline of 7.97% over the last 20 days and 12.19% over the last 60 days [1] Shareholding Structure - Among the top ten circulating shareholders as of September 30, 2025, Hong Kong Central Clearing Limited is the third-largest, holding 32.1797 million shares, a decrease of 32.9556 million shares from the previous period [3] - Other notable shareholders include Huatai-PB CSI 300 ETF and Huaxia National Semiconductor Chip ETF, both of which have seen reductions in their holdings [3] Business Overview - Silan Microelectronics, established on September 25, 1997, and listed on March 11, 2003, is primarily engaged in the design, manufacturing, and sales of electronic components and products [1] - The company's revenue composition includes discrete devices (47.47%), integrated circuits (40.37%), LEDs (5.47%), and other products (3.60%) [1] - The company operates within the semiconductor industry, focusing on discrete devices and is involved in various concept sectors such as IGBT, sensors, automotive chips, and smart home technology [1]

Core Insights - The stock price of Woge Optoelectronics increased by 2.04% to 32.00 CNY per share, with a market capitalization of 7.189 billion CNY [1] - The company has seen a year-to-date stock price increase of 26.73%, with a recent 5-day increase of 14.16% [1] - Woge Optoelectronics reported a revenue of 1.9 billion CNY for the first nine months of 2025, a year-on-year growth of 15.66%, but a net profit loss of 66.94 million CNY, a decrease of 35.45% year-on-year [2] Financial Performance - The company’s main business revenue composition includes 51.83% from optoelectronic display devices, 29.63% from optoelectronic glass processing, and 18.44% from other sources [1] - Cumulative cash dividends since the A-share listing amount to 118 million CNY, with 21.36 million CNY distributed over the past three years [3] Shareholder Information - As of October 31, 2025, the number of shareholders increased to 20,900, with an average of 10,745 circulating shares per person, a decrease of 0.97% [2] - The top circulating shareholder is Changcheng Jiujia Innovation Growth Mixed A, holding 5.5 million shares, unchanged from the previous period [3]

截至12月1日收盘，智能穿戴概念上涨2.56%，位居概念板块涨幅第8，板块内，182股上涨，贝隆精密 20%涨停，光启技术、博通集成、中兴通讯等涨停，天键股份、传音控股、龙旗科技等涨幅居前，分别 上涨19.91%、9.41%、9.22%。跌幅居前的有天迈科技、新相微、松井股份等，分别下跌4.77%、 4.21%、4.07%。 智能穿戴概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000063 | 中兴通 讯 | 10.00 | 8.13 | 438746.05 | 29.92 | | 002938 | 鹏鼎控 股 | 9.99 | 2.77 | 73391.37 | 23.80 | | 002625 | 光启技 术 | 10.01 | 3.75 | 59935.83 | 15.09 | | 688525 | 佰维存 储 | 2.89 | 10.39 | 44631.53 | 11.01 | | 0007 ...

Market Performance - The three major A-share indices opened higher and closed positively, with the Shanghai Composite Index returning above 3900 points, closing at 3914 points, up 0.65% [1] - The Shenzhen Component Index rose by 1.25%, and the ChiNext Index increased by 1.31% [1] - Total market turnover reached 1.89 trillion yuan, an increase of 291.7 billion yuan compared to the previous trading day, with nearly 3400 stocks rising [1] Sector Performance - AI mobile phones and smart wearable technology sectors were active [1] - The semiconductor industry chain saw a midday surge, with photolithography machines and MCU chips leading the gains [1] - Stocks related to 6G, satellite navigation, commercial aerospace, servers, and memory concepts showed significant increases [1] - E-commerce and lithium battery concept stocks performed poorly [1] ETF Performance - The metals sector experienced a broad rally, with Ping An Fund's gold stock ETF and Wan Jia Fund's industrial metals ETF rising by 4.09% and 3.99%, respectively [1] - The satellite internet sector also rose, with the Southern and Huatai Baichuan Fund's IoT ETFs increasing by 3.69% and 3.36% [1] - The communication equipment ETF from Fortune Fund rose by 3.48% [1] - The soybean meal ETF fell by 2.52%, and the S&P biotechnology ETF decreased by 2.3% [1] International Market - Japanese stocks declined, with the Nikkei 225 ETF from E Fund and Nikkei ETF falling by 1.78% and 1.61%, respectively [1]

格隆汇12月1日｜12月首个交易日，A股三大指数今日高开高走，沪指重回3900点上方；截至收盘，沪 指涨0.65%报3914点，深证成指涨1.25%，创业板指涨1.31%。全市场成交额1.89万亿元，较前一交易日 增量2917亿元，近3400股上涨。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3914.01 | 13146.72 | 1408.79 | | +25.41 +0.65% +162.64 +1.25% +21.09 +1.52% | | | | 科创50 | 创业板指 | 万得全A | | 1336.76 3092.50 6264.69 | | | | +9.61 +0.72% +39.91 +1.31% +59.01 +0.95% | | | | 沪深300 中证500 中证A500 | | | | 4576.49 7101.83 5505.28 | | | | +49.82 +1.10% +70.28 +1.00% +64.33 +1.18% | | | | 中证1000 | 中证2000 | 中证红利 | | 7386.68 | 3112.96 ...