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巨头在前,九安智能迎难闯关
Bei Jing Shang Bao· 2026-01-06 13:03
并且,九安智能所瞄准的智能安防赛道,也是近些年增长明确的蓝海——据Statista数据,2029年全球民用安防市 场规模预计达390亿美元,智能安防摄像机市场规模将增至242亿美元;中国市场中,2029年智能安防摄像机规模 预计达50亿美元,用户数量将突破2亿人,36.4%的渗透率虽居全球首位,但仍有充分的扩容空间。 有分析指出,物联网云平台、AI技术革新、"平安城市"政策扶持等因素,以及智能家居生态的渗透,均是赛道的 长期驱动力。 但在赛道头部,九安智能或将直面行业巨头的挤压——作为安防行业绝对龙头的海康威视,不仅在B端安防市场 占据主导地位,更通过拆分C端业务孵化出萤石网络(以下简称"萤石")并完成独立上市,后者成为海康布局智 能家居赛道的核心平台。 开源证券研报分析称,萤石的AIoT生态体系依托海康的安防视觉技术基础,持续投入AI算法研发;萤石财报显 示,2025年上半年家居摄像机营收达15.48亿元,出货量连续多季度稳居全球第一,市场份额达12.4%,同期云平 年复合增长率超15%的智能安防赛道中,一家深耕智能视觉领域近20年的企业冲向创业板。 2025年末,广东九安智能科技股份有限公司(以下简称"九 ...
熵基科技:12月26日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-26 08:48
截至发稿,熵基科技市值为69亿元。 每经头条(nbdtoutiao)——对话马斯克脑机接口"一号受试者":大脑植入芯片23个月,我正重新夺回 人生的独立 (记者 曾健辉) 每经AI快讯,熵基科技(SZ 301330,收盘价:29.28元)12月26日晚间发布公告称,公司第三届第二十 四次董事会会议于2025年12月26日以现场结合通讯的方式召开。会议审议了《关于签订租赁合同暨关联 交易的议案》等文件。 2025年1至6月份,熵基科技的营业收入构成为:门禁产品占比47.84%,智慧出入口管理产品-其他产品 占比26.0%,考勤产品占比11.15%,智慧办公产品-其他产品占比7.18%,证卡产品占比2.21%。 ...
安居宝股价涨5.05%,金元顺安基金旗下1只基金位居十大流通股东,持有264.67万股浮盈赚取74.11万元
Xin Lang Cai Jing· 2025-12-24 06:52
Group 1 - The core viewpoint of the news is that Anjubao's stock price increased by 5.05%, reaching 5.82 CNY per share, with a total market capitalization of 3.266 billion CNY as of the report date [1] - Anjubao, established on December 29, 2004, and listed on January 7, 2011, specializes in the production and sales of building intercom systems, smart home systems, anti-theft alarm systems, parking systems, monitoring systems, and cables [1] - The revenue composition of Anjubao includes: building intercom systems (49.97%), smart home systems (15.62%), property leasing (11.92%), parking systems and barrier advertising (10.41%), monitoring systems and system integration (7.58%), and others (4.50%) [1] Group 2 - Among Anjubao's top ten circulating shareholders, Jinyuan Shun'an Fund has a fund that entered the top ten shareholders, holding 2.6467 million shares, which is 0.8% of the circulating shares [2] - The Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund (004685) has achieved a return of 42.84% this year, ranking 1611 out of 8088 in its category [2] - The fund manager, Miao Weibin, has a tenure of 9 years and 11 days, with the fund's total asset size at 1.432 billion CNY and a best return of 571.13% during his tenure [3]
今年我省新增创新型中小企业860家
Liao Ning Ri Bao· 2025-12-24 01:25
省工业和信息化厅相关负责人表示,未来我省将持续开展优质中小企业梯度培育,引导企业不断提 升创新能力,走专精特新发展道路,积极融入辽宁特色"2211"产业体系建设进程。 创新型中小企业具有较高专业化水平、较强创新能力和发展潜力,是优质中小企业的基础力量。以 此次入选的沈阳杰唯科技有限公司为例,其业务覆盖数据通信、网络安全、云计算、智能安防等多个技 术服务领域。企业自主研发的高增益型定向广播,采用高电声转换设计、声波导管设计和波束形成技 术,凭借自研特殊换能器鼓膜和磁路,发出高声强语音信息,能够实现定向远距离清晰语音播报。专业 声学系统解决方案围绕智慧交通、智慧城市、智能轨道、应急预警等领域,提供多场景、多业务、全周 期、全生态、数字化一站式服务。 近日,省工业和信息化厅公布2025年度第三批辽宁省创新型中小企业名单,沈阳有色金属加工有限 公司、大连达利凯普科技股份公司等326家企业入选。今年我省累计新增创新型中小企业860家,覆盖装 备制造、信息技术、新材料、生物医药、能源环保等多个行业领域。 ...
汇聚资本市场200+执业精英 更打通了资本与产业的“任督二脉”
Quan Jing Wang· 2025-12-19 13:31
作为千年古城、产业重镇,苏州的制造业底色突出、"创造业"亮色鲜艳。本届"执业英才系列活动"的重 头戏之一,便是"上市加速交流会"。为资本市场执业精英与优秀IPO梯队企业搭建一个"面对面"深入交 流的高端平台,助力资本市场"预备队"快速发展,实现资本与产业的精准匹配。 此次交流会聚焦科技创新与产业升级,精心遴选了包括健康医疗、智能安防、复合材料、精密构件等行 业的5家优秀新兴企业现场亮相,通过集中路演的形式和近200位资本市场中介机构执业英才面对面。卓 越执业英才与各大机构代表们与企业展开了热烈而深入的交流。 一方面,执业英才们针对企业在上市规划中遇到的"痛点"和"难点"提供了专业解答;另一方面,他们深 入挖掘了企业在技术研发、产品应用等方面的潜力,聚焦盈利模式、核心竞争力、行业地位、合规性等 关键要素,为企业上市之路指点迷津。 为中国资本市场卓越职业英才加冕,为资本市场上市"预备队"企业提质加速,为区域资本市场蓬勃发展 加油助力。12月18日,"2025年度资本市场卓越执业英才盛典"系列活动在苏州姑苏区成功举行。来自资 本市场中介服务机构、行业协会、投资机构、上市公司和拟上市公司的代表和专家学者300余人齐聚 ...
安居宝股价跌5%,金元顺安基金旗下1只基金位居十大流通股东,持有264.67万股浮亏损失82.05万元
Xin Lang Cai Jing· 2025-12-19 05:47
Group 1 - The core point of the news is that Anjubao's stock price dropped by 5% to 5.89 CNY per share, with a trading volume of 112 million CNY and a turnover rate of 5.64%, resulting in a total market capitalization of 3.306 billion CNY [1] - Anjubao, established on December 29, 2004, and listed on January 7, 2011, specializes in the production and sales of building intercom systems, smart home systems, anti-theft alarm systems, parking systems, monitoring systems, and cables [1] - The revenue composition of Anjubao's main business includes: building intercom systems (49.97%), smart home systems (15.62%), property leasing (11.92%), parking systems and barrier advertising (10.41%), monitoring systems and system integration (7.58%), and others (4.50%) [1] Group 2 - Among Anjubao's top ten circulating shareholders, the Jinyuan Shun'an Fund has a fund that entered the top ten shareholders in the third quarter, holding 2.6467 million shares, which accounts for 0.8% of the circulating shares [2] - The Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund (004685) has a current scale of 1.432 billion CNY and has achieved a return of 41.91% this year, ranking 1387 out of 8098 in its category [2] - The fund manager, Miao Weibin, has a tenure of 9 years and 6 days, with the fund's best return during his tenure being 557.04% and the worst being -28.79% [3]
科技铸魂 未来产业赋能全运
Huan Qiu Wang· 2025-12-18 06:12
Group 1: Core Insights - The event showcases over 130 high-tech products and 35 exemplary cases, transforming the sports event into a testing ground for new productivity and an accelerator for industrial upgrades, highlighting the innovation strength of the Greater Bay Area [1] Group 2: Security Technology - AI-powered patrol robots and electromagnetic nets from Jiechuang Intelligent Technology Co., Ltd. are deployed for comprehensive security at the event, capable of navigating complex terrains and identifying suspicious individuals using AI facial recognition [2][4] - The robots enhance security efficiency and reduce risks for personnel by autonomously patrolling and controlling potential threats, demonstrating a standardized security system that has been utilized in international events [4] Group 3: Robotics and Automation - The GoMate Mini humanoid robot from Guangzhou Automobile Group is designed for security and guidance tasks at the event, showcasing advanced capabilities in movement and interaction, and representing the integration of core technology and practical applications in Guangzhou [5][8] - The robot's deployment in various scenarios, including guiding and patrolling, reflects the city's commitment to developing intelligent services and transitioning technologies from event applications to urban services [8] Group 4: Aerospace Innovation - Guangzhou Aerospace Exploration Technology Co., Ltd. launched the Lijian-1 rocket, marking a significant collaboration between aerospace technology and sports, symbolizing the spirit of innovation and ambition in the region [9] - The successful development of solid-fuel rockets and the establishment of a 400-ton liquid oxygen kerosene propulsion system testing center highlight Guangzhou's rapid advancements in the commercial aerospace sector [9] Group 5: Ecosystem Development - The city is creating a closed-loop ecosystem for technology empowerment in large-scale events, focusing on professional experiences, public interaction, and event support, with over 400 technological achievements available for matching with event needs [10] - This initiative has positioned Guangzhou as a benchmark for technology-enabled large-scale events, aiming to continuously release innovative outcomes across various sectors, including smart cities and public services [10]
安居宝股价涨5.18%,金元顺安基金旗下1只基金位居十大流通股东,持有264.67万股浮盈赚取82.05万元
Xin Lang Cai Jing· 2025-12-18 02:42
Group 1 - The core viewpoint of the news is that Anjubao's stock price increased by 5.18%, reaching 6.29 CNY per share, with a trading volume of 73.93 million CNY and a turnover rate of 3.62%, resulting in a total market capitalization of 3.53 billion CNY [1] - Anjubao, established on December 29, 2004, and listed on January 7, 2011, is located in Guangzhou, Guangdong Province, and specializes in the production and sales of building intercom systems, smart home systems, anti-theft alarm systems, parking systems, monitoring systems, and cables [1] - The main business revenue composition of Anjubao includes: building intercom systems (49.97%), smart home systems (15.62%), property leasing (11.92%), parking systems and barrier advertising (10.41%), monitoring systems and system integration (7.58%), and others (4.50%) [1] Group 2 - Among Anjubao's top ten circulating shareholders, a fund under Jinyuan Shun'an, specifically the Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund (004685), entered the top ten in the third quarter, holding 2.6467 million shares, which accounts for 0.8% of the circulating shares [2] - The Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund has a current scale of 1.432 billion CNY and has achieved a return of 40.69% this year, ranking 1586 out of 8100 in its category [2] - The fund manager, Miao Weibin, has a tenure of 9 years and 5 days, with the fund's best return during his tenure being 554.51% and the worst return being -28.79% [3]
萤石网络20251216
2025-12-17 02:27
萤石网络 20251216 摘要 萤石网络通过推出 4G 电池便携可移动摄像头等新产品,实现了 6%-7% 的增速,若排除运营商影响,整体增长可达两位数,并在母婴、宠物看 护等场景以及欧洲、拉美和东南亚市场取得良好布局。 智能锁是萤石网络的第二大增长曲线,Y5,000 AI 视频锁巩固了其在线 上市场的地位,使其成为前四名之一,并在海外别墅门系统市场占据垄 断地位。 服务机器人是 AI、大模型及视觉技术的重要载体,公司将继续探索扫地 机器人及其他陪伴类机器人的商业化可能性,尽管目前营收占比小,但 战略意义重大。 萤石网络专注于垂直物联场景下的视频视觉,通过大量摄像头设备提供 丰富的物理空间信息,使得其 AI 大模型更具针对性、性价比更高,并能 在特定场景中实现更优算法和体验。 蓝海大模型专注于垂直物联场景,采用端云协同模式灵活部署资源,并 以 Mix of Experts (MoE)形式集成外部大模型,优化最终用户体验。 萤石网络的核心技术壁垒是视频视觉能力,公有云已成为全球第一朵视 频视觉公有云,截至去年年底,有超过 2.5 亿台设备接入。 萤石网络境外业务占比接近 40%,并有望继续提升至 50%以上,海 ...
2025年海康威视公司研究报告:行业步入上行周期、公司业绩加速兑现(附下载)
Xin Lang Cai Jing· 2025-12-16 14:02
1. 公司概况 1.1. 公司发展历程 杭州海康威视数字技术股份有限公司依托中国电子科技集团第五十二所的技术积 淀起步,2001 年 11 月以有限公 司形式成立,初始注册资本 500 万元,核心团队由 52 所 28 名技术骨干组建,专注于视音频压缩板卡、DVR 等视 频监控核心设备的研 发与销售,是国内早期推动安防技术国产化的重要企业,在视频监控设备自主化及 后续智能 物联领域具有关键影响力。公司是国内视频监控设备及智能物联解决方案 的核心供应商,早期主要产品包括视音 频压缩板卡、DVR(数字硬盘录像机),后续 逐步拓展至摄像机、智能分析服务器、物联感知设备等全品类硬 件,以及 IVMS 行 业管理软件、AI 开放平台、物信融合数据平台等软件系统,形成"硬件+软件+解决 方案"的完 整业务架构。 2010 年 5 月 28 日,公司在深圳证券交易所主板上市。上市后,公司加速技术研发 与市场拓展,覆 盖从前端感知到后端存储、从边缘计算到云端管理的全链路,在视 频压缩算法(H.264/H.265)、AI 智能分析、 多维感知融合等核心技术领域具备先进 水平,掌握智能 ISP、鳞镜补光、磁悬浮镜头驱动等多项关键 ...