人民财讯1月7日电，1月6日至7日，安邦护卫（603373）总经理石焕挺赴子公司舟山公司调研，在座谈 会上，他对下一步转型发展提出具体要求，首先，要做稳做好存量业务。强化品牌意识，提升服务质量 和效益，巩固拓展业务优势，为公司发展筑牢根基。其次，要积极探索创新业务。聚焦市场需求，抢抓 低空经济、海上应急、智慧安防等发展机遇，因地制宜推动业务创新，着力推动成果转化和复制推广， 加快打造"第二增长极"。 ...

格隆汇12月30日丨华是科技(301218.SZ)在互动平台表示，公司自研生产的三维激光哨兵主要用于周界 防范区域，实现对入侵物体的探测、跟踪和预警，是智慧安防的相关产品。目前暂未涉及航天军工领 域。 ...

格隆汇12月30日丨华是科技(301218.SZ)在互动平台表示，公司自研生产的三维激光哨兵主要用于周界 防范区域，实现对入侵物体的探测、跟踪和预警，是智慧安防的相关产品。目前暂未涉及航天军工领 域。 ...

精准录像回溯，配备"时光机"：系统可对历史监控视频进行快速检索与高清回放，为事件追溯、责任认定与事后复盘提供可靠依据，提升管理工作的规范性 与透明度。 智能融合监管，构建"智慧脑"：平台高效整合各类前端设备与数据资源，实现多维度信息的统一汇聚与联动分析，推动河道监管从分散式、碎片化向协同 化、智能化转变，显著提升管理效率与决策科学性。 鲁网12月22日讯为积极响应国家关于加强河湖管理与生态保护的号召，破解河道监管中长期存在的信息孤岛与协同难题，山东移动聊城开发区分公司充分发 挥自身技术优势与集成能力，成功建设并落地"河道综合安防管理平台"项目。该项目以数字化、智能化手段全面提升河道区域的管控效能、安全防范与应急 响应水平，是公司以科技创新助力区域安全治理的又一实践。 | | # 综合安防管理平台 | | × + | | | --- | --- | --- | --- | --- | | 4 | G | ( 2 不安全 https://120.224.27.170.446/portal/ui/index | | | | D | 综合安防管理平台 | | | | | 88 | 首页 | | 实时预览 | × | ...

Core Viewpoint - The Shenzhen CPSE Security Expo highlighted innovations in AI and big data for smart security, with Demingli showcasing its industrial-grade storage products and multi-dimensional matrix solutions to meet the demanding performance and reliability requirements of next-generation smart security systems [1] Industry Insights - Security monitoring is a critical data collection component in smart cities, intelligent transportation, and industrial scenarios, responsible for real-time collection, transmission, and storage of massive video data [1] - The proliferation of 4K/8K video and AI recognition technologies results in each camera generating hundreds of GB of data daily, necessitating large monitoring centers to handle thousands of video streams simultaneously [1] Company Solutions - Demingli's industrial-grade storage solutions include: - **VS1030 Series SATA 2.5 inch SSD**: Optimized for 24/7 continuous video recording, supporting AI structured storage and real-time computation, with a steady write bandwidth of 50MB/s, ensuring 16 channels of 4K video can be recorded continuously for 30 days without frame drops [3] - **EP1021 Series PCIe 3.0×4 M.2 2280 SSD**: Designed for high-performance multi-stream support, achieving sequential read speeds of up to 3500MB/s, suitable for NAS systems in high-temperature and high-vibration environments [6] - **Industrial-grade TF Cards**: Featuring wide temperature operation and high durability, these cards utilize SLC/TLC flash technology and are designed to withstand harsh conditions while ensuring data integrity [8] - **Industrial-grade PSSD**: Portable SSDs with capacities from 1TB to 4TB, offering high transfer rates and robust design for quick data export and on-site analysis [10] Strategic Development - Demingli aims to upgrade storage hardware into scenario-based solutions, focusing on a comprehensive industrial-grade storage system that integrates main control chips, firmware algorithms, and customized services [12] - The company emphasizes high reliability, durability, and long-term stable operation across critical sectors such as security monitoring, network communication, industrial control, and energy [12][13] - By leveraging a scalable supply chain and efficient delivery capabilities, Demingli is positioned to rapidly respond to customized demands across various industries, promoting the large-scale implementation of domestic industrial-grade storage solutions [13]

Core Insights - The company, Sitwei, expects a net profit attributable to shareholders of approximately 656 million to 736 million yuan for the first three quarters of 2025, representing an increase of about 383 million to 463 million yuan compared to the same period last year, with a growth rate of 140% to 169% [1] Group 1: Performance Drivers - The significant increase in net profit is primarily driven by deepened collaborations with multiple clients in the smartphone sector, leading to a substantial rise in the shipment volume of high-end 50 million pixel products based on Lofic HDR®2 technology [1] - The company has also seen a notable increase in revenue from the automotive electronics sector, particularly in new generation products for smart driving and in-cabin applications [1] - In the smart security field, the company's high-end security product series has continued to gain market share, while revenue from the emerging machine vision sector has experienced significant growth due to the company's position as a pioneer and leader in this area [1]

Core Viewpoint - The company, Sitwei (688213.SH), anticipates a significant increase in net profit for the first three quarters of 2025, projecting a range of 656.03 million to 736.03 million yuan, representing a year-on-year increase of 382.79 million to 462.79 million yuan, or a growth rate of 140% to 169% [1] Group 1: Business Performance - In the smartphone sector, the company has deepened collaborations with multiple clients, leading to a substantial increase in the shipment of high-end 50 million pixel products based on LoficHDR®2.0 technology [1] - The automotive electronics segment has seen a significant rise in the shipment of new generation products used in smart driving applications, including surround view, panoramic view, and front view systems [1] - In the smart security field, the company has increased its market share in high-end security products within the professional security sector, while also experiencing substantial revenue growth in the emerging machine vision sector [1] Group 2: Profitability - The company's revenue growth has led to an improvement in profitability, with a notable increase in net profit margin [1]

Core Viewpoint - The company expects to achieve a net profit attributable to shareholders of 656 million to 736 million yuan in the first three quarters of 2025, representing an increase of 383 million to 463 million yuan compared to the same period last year, with a growth rate of 140% to 169% [1] Group 1: Smartphone Sector - The company has deepened cooperation with multiple clients in the smartphone sector, leading to significant growth in revenue [1] - The launch of several high-end 50 million pixel products based on Lofic HDR 2.0 technology has resulted in a substantial increase in shipment volume [1] - Mass production and shipment of multiple products based on the domestic Stacked BSI platform have also contributed to revenue growth in the smartphone sector [1] Group 2: Automotive Electronics - In the automotive electronics sector, the company has seen a significant year-on-year increase in the shipment volume of new generation products used in intelligent driving, including surround view, panoramic view, and front view systems [1] Group 3: Smart Security - The company's high-end security product series has continued to increase its market share in the professional security field [1] - As a pioneer and leader in the machine vision sector, the company has capitalized on market development opportunities, resulting in substantial revenue growth in the emerging machine vision field [1] Group 4: Profitability - The company has improved its profitability as revenue scales up, leading to a significant increase in net profit margin [1]

Core Viewpoint - The company believes that the automotive electronics business will become a key driver for long-term sustainable development, driven by the trend of automotive intelligence and the penetration of intelligent driving equality solutions [2] Group 1: Automotive Electronics Business - The automotive electronics field shares many similarities with the smart security field, such as good night vision imaging performance, low noise, rapid adaptation to changing light environments requiring high dynamic range (HDR), wide temperature range requirements, and high standards for redundancy design [2] - The company has leveraged its deep technical accumulation in the smart security field to quickly enter the automotive electronics sector [2] Group 2: Product Reliability and Quality Management - Compared to security and consumer terminal CIS, automotive CIS requires stringent automotive-grade certification to ensure product reliability [2] - Since entering the automotive sector, the company has prioritized safety, establishing a high-quality R&D control system from the initial product design phase to ensure the reliability of automotive CIS products throughout their lifecycle [2] Group 3: Collaboration and Innovation - The company has intensified collaboration with Jinghe Integrated in areas such as process development, product innovation, and capacity supply [2] - The domestic Stacked BSI platform has successfully mass-produced several CMOS image sensor products for mobile applications, such as SC532HS and SC562HS, balancing performance and cost advantages [2] - The company plans to continue strengthening collaboration to promote innovation and development in domestic CIS technology [2]

Core Viewpoint - 中远海科的融资和融券情况显示出其市场活跃度较低，且公司在营业收入和净利润方面出现了显著下降 [1][2] Financing Summary - On September 24, 中远海科 had a financing buy-in amount of 14.77 million yuan and a financing repayment of 17.08 million yuan, resulting in a net financing buy of -2.31 million yuan [1] - As of September 24, the total financing and securities lending balance for 中远海科 was 310 million yuan, which accounts for 4.74% of its market capitalization [1] - The current financing balance is below the 30% percentile level of the past year, indicating a low level of financing activity [1] Securities Lending Summary - On September 24, 中远海科 had no shares sold or repaid in securities lending, with a remaining quantity of 400 shares and a balance of 7,036 yuan, which is below the 10% percentile level of the past year [1] Business Performance Summary - For the first half of 2025, 中远海科 reported an operating income of 789 million yuan, a year-on-year decrease of 9.73%, and a net profit attributable to shareholders of 9.83 million yuan, a year-on-year decrease of 91.20% [2] - The company's main business revenue composition includes digital shipping and supply chain (52.55%) and digital city and transportation (46.61%) [1] Shareholder and Dividend Summary - As of August 29, 中远海科 had 51,500 shareholders, a decrease of 18.62% from the previous period, with an average of 7,209 circulating shares per person, an increase of 22.88% [2] - Since its A-share listing, 中远海科 has distributed a total of 338 million yuan in dividends, with 160 million yuan distributed in the last three years [3] - As of June 30, 2025, 嘉实信息产业股票发起式A (017488) was the fifth largest circulating shareholder, holding 1.56 million shares as a new shareholder [3]