中国联通现已正式开启 eSIM 业务预约通道，据 C114 通信网，截至 10 月 10 日（昨天），线上预约人数已突破 3.9 万人。用户可通过中国联通 App 首页 顶部入口进入eSIM 预约专区，填写相关信息后即可完成预约登记。 苹果官网现已显示，iPhone Air 通过 eSIM 激活运营商网络，不支持实体 SIM 卡。使用 eSIM 需要选择支持 eSIM 的运营商及相关的移动通信服务计划。 中国移动、中国电信和中国联通将为本产品提供 eSIM 支持，具体时间依监管部门审批情况而定。请联系运营商确认其对 eSIM 的支持情况。 （荆楚网） 此前，苹果中国官网显示， iPhone Air 手机由于eSIM的原因具体发售时间待定。 苹果 Apple Store 官网将 iPhone Air 发售时间改为"发售信息后续更新""所有机型将在获得批准后发售"。 ...

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资料显示，新恒汇电子股份有限公司位于山东省淄博市高新区中润大道187号，成立日期2017年12月7 日，上市日期2025年6月20日，公司主营业务涉及智能卡业务、蚀刻引线框架业务以及物联网eSIM芯片 封测业务。主营业务收入构成为：智能卡业务59.74%，蚀刻引线框架28.34%，物联网eSIM芯片封测 6.16%，其他5.76%。 新恒汇所属申万行业为：电子-半导体-半导体材料。所属概念板块包括：eSIM、次新股、近端次新、中 盘、物联网等。 截至6月30日，新恒汇股东户数3.73万，较上期减少30.05%；人均流通股1219股，较上期增加42.96%。 2025年1月-6月，新恒汇实现营业收入4.74亿元，同比增长14.51%；归母净利润8895.45万元，同比减少 11.94%。 分红方面，新恒汇A股上市后累计派现1.20亿元。 责任编辑：小浪快报 9月25日，新恒汇盘中下跌2.01%，截至13:09，报86.27元/股，成交2.55亿元，换手率6.46%，总市值 206.66亿元。 资金流向方面，主力资金净流出2245.54万元，特大单买入420.58万元，占比1.65%，卖出1208.16万元， 占 ...

紫光国微今年以来股价涨30.03%，近5个交易日涨6.06%，近20日跌0.11%，近60日涨28.79%。 今年以来紫光国微已经2次登上龙虎榜，最近一次登上龙虎榜为4月9日，当日龙虎榜净买入3.57亿元； 买入总计7.09亿元 ，占总成交额比17.88%；卖出总计3.53亿元 ，占总成交额比8.89%。 资料显示，紫光国芯微电子股份有限公司位于河北省唐山市玉田县玉田镇玉月路1008号，成立日期2001 年9月17日，上市日期2005年6月6日，公司主营业务涉及集成电路芯片设计与销售,压电石英晶体元器件 的开发、生产和销售,LED蓝宝石衬底材料生产和销售。主营业务收入构成为：特种集成电路48.20%， 智能安全芯片45.78%，石英晶体频率器件4.96%，其他(补充)1.06%。 9月25日，紫光国微盘中上涨2.01%，截至10:54，报83.43元/股，成交15.03亿元，换手率2.16%，总市值 708.84亿元。 资金流向方面，主力资金净流入5733.88万元，特大单买入1.69亿元，占比11.22%，卖出1.56亿元，占比 10.35%；大单买入4.46亿元，占比29.72%，卖出4.02亿元，占比2 ...

紫光国微所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：军工信息化、eSIM、EDA 概念、航天军工、大飞机等。 截至9月10日，紫光国微股东户数18.28万，较上期减少4.52%；人均流通股4646股，较上期增加4.74%。 2025年1月-6月，紫光国微实现营业收入30.47亿元，同比增长6.07%；归母净利润6.92亿元，同比减少 6.18%。 9月24日，紫光国微盘中上涨2.01%，截至10:54，报80.85元/股，成交11.47亿元，换手率1.68%，总市值 686.92亿元。 资金流向方面，主力资金净流入4817.88万元，特大单买入1.09亿元，占比9.50%，卖出7657.81万元，占 比6.68%；大单买入2.99亿元，占比26.08%，卖出2.83亿元，占比24.71%。 紫光国微今年以来股价涨26.01%，近5个交易日涨4.09%，近20日跌1.32%，近60日涨24.56%。 今年以来紫光国微已经2次登上龙虎榜，最近一次登上龙虎榜为4月9日，当日龙虎榜净买入3.57亿元； 买入总计7.09亿元 ，占总成交额比17.88%；卖出总计3.53亿元 ，占总成交额比8.89%。 ...

Group 1 - The core viewpoint of the news is that Xin Heng Hui's stock has experienced fluctuations, with a year-to-date increase of 100.21% but a recent decline in the last five and twenty trading days [1] - As of September 23, Xin Heng Hui's stock price was 84.33 CNY per share, with a total market capitalization of 20.202 billion CNY [1] - The company has seen significant trading activity, with a net outflow of 672,500 CNY in main funds and notable buying and selling volumes in large orders [1] Group 2 - Xin Heng Hui operates in the electronic sector, specifically in semiconductor materials, and is involved in various concepts such as eSIM and integrated circuits [2] - For the first half of 2025, Xin Heng Hui reported a revenue of 474 million CNY, reflecting a year-on-year growth of 14.51%, while the net profit attributable to shareholders decreased by 11.94% to 88.9545 million CNY [2] - The company has distributed a total of 120 million CNY in dividends since its A-share listing [2]

Company Overview - Xin Heng Hui Electronic Co., Ltd. is located in Zibo High-tech Zone, Shandong Province, established on December 7, 2017, and listed on June 20, 2025 [1] - The company's main business includes smart card business (59.74% of revenue), etched lead frame business (28.34%), and IoT eSIM chip testing business (6.16%), with other revenues accounting for 5.76% [1] Stock Performance - As of September 22, the stock price of Xin Heng Hui increased by 2.00% to 85.65 CNY per share, with a trading volume of 173 million CNY and a turnover rate of 4.50%, resulting in a total market capitalization of 20.518 billion CNY [1] - Year-to-date, the stock price has risen by 103.35%, but it has decreased by 4.43% in the last five trading days and 14.94% in the last twenty days, while increasing by 44.68% over the last sixty days [1] Financial Performance - For the first half of 2025, Xin Heng Hui achieved operating revenue of 474 million CNY, representing a year-on-year growth of 14.51%, while the net profit attributable to shareholders decreased by 11.94% to 88.9545 million CNY [2] - The company has distributed a total of 120 million CNY in dividends since its A-share listing [2] Shareholder Information - As of June 30, the number of shareholders for Xin Heng Hui was 37,300, a decrease of 30.05% from the previous period, with an average of 1,219 circulating shares per person, an increase of 42.96% [2] Industry Classification - Xin Heng Hui belongs to the electronic industry, specifically in the semiconductor and semiconductor materials sector, and is associated with concepts such as eSIM, newly listed stocks, mid-cap stocks, integrated circuits, and chip concepts [2]

Group 1: Institutional Research Trends - A total of 433 companies disclosed institutional research minutes from September 15 to 19, indicating a rising enthusiasm for institutional research [2] - Nearly 40% of the companies under institutional research achieved positive returns, with Hongchang Technology's stock price increasing by over 30% during the week [2] - Other companies such as Demingli, Guangdong Hongda, Meilixin, Mona Lisa, and Tempus also saw stock price increases exceeding 20% [2] Group 2: Robotics Industry Insights - Hongchang Technology reported a nearly 34% increase in stock price, driven by interest in its humanoid robot business, with the humanoid robot index rising over 2% [4] - Meilixin, which saw a stock price increase of over 22%, emphasized its focus on the robotics sector and its ability to develop components in sync with customer needs [4] - Other companies like Shuanghuan Transmission, Fujia Shares, Shiyun Circuit, and Yuhua Tian also provided updates on their robotics-related business developments [4] Group 3: Storage Chip Market Dynamics - The global storage chip market is experiencing a price surge, with SanDisk announcing a price increase of over 10% for its products, followed by Micron's decision to pause pricing for several products [5] - Demingli noted that storage prices are influenced by supply-demand dynamics, capacity shifts, and rising demand, particularly from AI investments, predicting continued price increases in Q4 [6] - Jiangbolong also forecasted a comprehensive price rise in the storage market for Q4, highlighting its enterprise-level storage products designed for AI data centers [6] Group 4: Industry Leaders and Market Trends - Aviation company AVIC Chengfei reported increased attention on its military trade products since May, with ongoing market promotion efforts and potential refinancing plans to support future growth [7] - In the automotive sector, BYD reiterated its commitment to enhancing collaboration across the supply chain and optimizing payment management, with a decrease in accounts payable turnover days expected [7] - Unigroup Guowei announced its successful launch and mass production of eSIM products, aligning with the "AI + 5G + eSIM" integration trend [7]

北京时间9月19日，iPhone 17系列正式开售，iPhone 17、iPhone 17 Pro 和 iPhone 17 Pro Max均已上架 Apple Store。而今年全面转型eSIM的iPhone Air，暂时缺席中国大陆首发。 和往年一样，iPhone 17系列依然采用线上预约制，用户可在发售日通过快递或到店取货的方式拿到新 设备。 按照惯例，全国各地的Apple Store门店在这一天都会提前开门迎接顾客。作者探访了北京三里屯Apple Store门店，员工们在清晨就已经完成了首销的准备工作，并在8点准时开门营业。 截至发稿，前往三里屯Apple Store取货的消费者已经排起了大约200人的队伍，而从不缺席的黄牛们也 早早地候在了店外，等待回收第一批零售版机器。 Pro Max受黄牛追捧，橙色版加价1000元 排在三里屯Apple Store取货队伍首位的，是一位从河北唐山赶来的年轻男生。他在发售日前一晚便已抵 达，并在店外等候了整夜。 这种熬夜排队的情景，在苹果调整iPhone发售日的取货规则后，已多年未见。 他告诉作者，他认为今年iPhone 17系列的产品力很好，让他非常激动，有了提前 ...