每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 每经AI快讯，日海智能（SZ 002313，收盘价：12.6元）8月27日发布公告称，公司第六届第二十二次董 事会会议于2025年8月26日在深圳市南山区大新路198号马家龙创新大厦B栋17层公司会议室召开。会议 审议了《关于公司2025年半年度报告及摘要的议案》等文件。 （记者 胡玲） 2025年1至6月份，日海智能的营业收入构成为：AI物联网占比100.0%。 ...

DDR4今年报价逐季大幅上涨趋势，满手库存的存储模组厂也业绩大进补。法人预计，布局DDR4利基 型存储市场的威刚、钰创、创见、宇瞻等相关供应链，摆脱汇损效应后，下半年业绩可望逐季上升，赚 DDR4涨价财。 近年持续亏损的钰创也传出好消息，7月营收3.07亿元新台币，是近一年以来单月新高，较6月营收月增 22.4％。法人表示，钰创受惠于网通客户持续追加订单，使DDR4规格4Gb至16Gb的出货量都增加。 威刚在存储模组厂有相对指标性，今年第二季度单季每股净利已经达到2.75元新台币，是一年以来单季 新高，7月营收年增长39.5％至42.61亿元新台币，维持在单月40亿元新台币以上的高水准。法人推估， 威刚今年第三季度单季合并营收有望季增双位数水准，且先前打销存货持续回冲，获利将有望再度走 高。 DDR4先前传出16Gb规格报价一度高于新一代的同容量DDR5产品，让拥有库存的存储模组厂后续营运 看俏。这波DDR4价格强劲，仍使用DDR4的终端产品包括网通、显示器、AI物联网等相关装置，更改 设计时间需要至少一年，代表DDR4涨价商机可旺到年底。 搭上涨价潮，存储模组厂有机会将先前打消库存的存货在这波顺利销售，加上 ...

Investment Rating - The investment rating for the company is "Buy-B" (maintained) [1] Core Views - The company is positioned as a leader in AI and IoT, with embodied intelligence gaining a competitive edge [1] - The global IoT industry is recovering, with edge AI presenting new opportunities, and smart modules becoming a new growth direction [5] - The company focuses on vertical industries within IoT and continues to optimize its product matrix [6] Financial Performance - In 2024, the company achieved revenue of 8.189 billion yuan, a year-on-year increase of 6.13%, and a net profit of 668 million yuan, up 18.53% year-on-year [4] - For Q1 2025, the company reported revenue of 1.856 billion yuan, a decrease of 12.59% year-on-year, and a net profit of 118 million yuan, down 37.30% year-on-year [4] - Excluding the impact of RuiLing Wireless's automotive business, the company's 2024 revenue grew by 23.34%, driven by significant growth in the 5G fixed wireless access (FWA) sector [4] Market Data - As of May 20, 2025, the closing price was 27.43 yuan, with a total market capitalization of 146.18 billion yuan [3] - The company has a total share capital of 766 million shares, with 533 million shares in circulation [3] Growth Opportunities - The number of global IoT terminals is expected to reach 18.8 billion in 2024, a year-on-year increase of 13%, and is projected to reach 41.1 billion by 2030 [5] - The company has launched various AI solutions, including the MagiCore AI toy model solution and multi-functional AI infrared camera solutions, which are expected to enhance user interaction and application in various fields [6][7] - The company is also focusing on embodied intelligence and has introduced solutions for unmanned lawn mowing and humanoid robots, aiming to establish a commercial closed loop [7] Profit Forecast and Valuation Analysis - The company is expected to achieve net profits of 553 million yuan, 697 million yuan, and 873 million yuan for 2025, 2026, and 2027 respectively, with year-on-year growth rates of -17.3%, 26.1%, and 25.3% [8] - The estimated EPS for 2025, 2026, and 2027 are 0.72 yuan, 0.91 yuan, and 1.14 yuan respectively, with corresponding P/E ratios of 38.0, 30.1, and 24.0 [8] - The company's valuation is currently at a historically low level, and with the potential growth in edge AI and robotics, the "Buy-B" rating is maintained [8]

Core Insights - The event focused on the AIoT industry, discussing key topics such as smart wearables, AI chips, and application scenarios [1][2] - The seminar provided a platform for over 30 listed companies and more than 100 investors to engage in deep discussions, enhancing investor confidence in the sector [1][2][5] Industry Overview - The AIoT sector is experiencing rapid growth, with significant opportunities arising from innovations driven by AI at the edge [2][5] - The event featured presentations from industry experts, including a keynote by Shanxi Securities' chief analyst, emphasizing the importance of the next innovation cycle [2] Networking and Collaboration - The closed-door seminar facilitated in-depth dialogue between industry professionals and investors, promoting collaboration and knowledge sharing [5][6] - The event is part of a series organized by New Fortune Magazine, aimed at fostering communication within the capital ecosystem and enhancing the value of enterprises [6]