钛媒体App 8月24日消息，证监会网站披露信息显示，本周（8月18日至24日）共新增上市辅导备案企业 5家，分别为赛特威尔电子股份有限公司、广东昭明电子集团股份有限公司、江苏君华特种高分子材料 股份有限公司、上海科州药物股份有限公司、上海普适导航科技股份有限公司。其中，赛特威尔专注于 智能安防领域，曾于2017年向上海证券交易所提交首次公开发行股票并在主板上市申请，后于2019年申 请终止审查。（科股宝播报） ...

8月19日，证监会网站披露，赛特威尔电子股份有限公司(简称"赛特威尔")在宁波证监局上市辅导备 案，辅导机构为中信证券。 官网显示，赛特威尔成立于2010年，是集研发、生产、销售为一体，以物联网和AI大数据技术基础， 打造集智慧消防、智慧安防、智慧环境、智慧健康大数据平台服务为一体的高新技术先进制造企业。公 司拥有总建筑面积为5.65万平方米的千万级、规模化、自动化的智能生产基地，年产量超过3600万套智 能安防产品，是国家级绿色工厂和浙江省绿色低碳工厂。 赛特威尔是一家研发驱动型公司，公司设有宁波、深圳、西安、英国四大研发中心，累计授权300余项 专利，其中27项国内外发明专利，170余名专职研发人员，是国家知识产权示范企业，也是国家级专精 特新"小巨人"企业，浙江省科技小巨人企业，建立了省级博士后工作站，并被认定为浙江省级企业研究 院和省级高新技术企业研究开发中心。 据了解，赛特威尔实验室是亚洲唯一拥有欧标和美标双认证的目击实验室，通过了中国CNAS、德国 SGS、TUV等权威机构的认证，更是美国UL标准委员会唯一中国委员。赛特威尔拥有800多份包括 UL(美国)、VDS(德国)、NF(法国)、KRIWA ...

Group 1 - The core viewpoint of the article highlights the performance of various companies in the technology and consumer goods sectors, focusing on their revenue growth and profitability in the first half of 2025 [5][6][8] Group 2 - For萤石网络 (688475.SH), the company reported a revenue of 1.447 billion yuan in Q2 2025, representing a year-over-year increase of 7.48% and a quarter-over-quarter increase of 4.85%. The net profit attributable to shareholders was 164 million yuan, up 4.95% year-over-year and 19.07% quarter-over-quarter [5] - 海康威视 (002415.SZ) experienced a slight revenue decline of 0.5% year-over-year in Q2 2025, but the net profit increased by 14.9%. The overall gross margin for the first half of 2025 was 45.19%, reflecting a 0.35 percentage point increase year-over-year [5] - 亚信科技 (1675.HK) reported a revenue of 2.598 billion yuan for the first half of 2025, a decrease of 13.2% due to pressure on its ICT support business from reduced costs by operators. The company is restructuring its revenue reporting to focus on high-growth areas [6][7] - 海信家电 (000921.SZ) achieved a revenue of 49.34 billion yuan in the first half of 2025, a year-over-year increase of 1.4%. However, Q2 2025 revenue was 24.5 billion yuan, down 2.6% year-over-year, with a net profit of 950 million yuan, down 8.3% [8] - 上美股份 (2145.HK) exceeded expectations with a projected revenue of 4.09 to 4.11 billion yuan for the first half of 2025, representing a year-over-year growth of 16.8% to 17.3%. The net profit is expected to be between 540 million to 560 million yuan, reflecting a growth of 30.9% to 35.8% [8]

Financial Performance - The company reported a total revenue of 2.827 billion yuan for the first half of 2025, representing a year-on-year increase of 9.45% [1] - The net profit attributable to shareholders reached 302 million yuan, up 7.38% year-on-year [1] - In Q2 2025, total revenue was 1.447 billion yuan, with a year-on-year growth of 7.48%, and net profit was 164 million yuan, increasing by 4.95% [1] - The gross margin was 43.59%, an increase of 1.0% year-on-year, while the net margin was 10.7%, a decrease of 1.89% [1] - The total of selling, administrative, and financial expenses was 474 million yuan, accounting for 16.76% of revenue, which is a 9.7% increase year-on-year [1] Accounts Receivable and Cash Flow - The accounts receivable amounted to 1.029 billion yuan, which is 204.24% of the net profit, indicating a significant level of receivables [1][4] - The operating cash flow per share was 0.42 yuan, showing a remarkable increase of 911.0% year-on-year [1] Investment Metrics - The company's return on invested capital (ROIC) for the previous year was 7.51%, indicating average capital returns [3] - The historical median ROIC since the company went public is 31.24%, suggesting strong investment returns historically [3] - Analysts expect the company's performance in 2025 to reach 675 million yuan, with an average earnings per share of 0.86 yuan [4] Shareholder Information - The largest fund holding shares in the company is the "招商丰盈积极配置混合A" fund, which holds 556,800 shares and has recently entered the top ten holdings [5] - The fund's current scale is 687 million yuan, with a net value of 0.6313 as of August 1, showing a 0.44% decline from the previous trading day but a 24.3% increase over the past year [5]

Group 1 - The company, Baisheng Intelligent (301083), reported that as of July 31, 2025, the total number of shareholders is 13,237 [1]

Core Viewpoint - Suzhou Keda is focusing on domestic substitution and self-control as primary goals, rapidly advancing the localization of components, software and hardware products, and business systems [2] Group 1: Domestic Strategy - The company has launched domestic hardware terminals, software terminals, and platforms, fully embracing Huawei's ecosystem by switching to Huawei's Kunpeng, Harmony, Hisilicon, and Ascend products [2] - Suzhou Keda has achieved full localization of its video conferencing and video surveillance products [2] Group 2: Performance and Market Outlook - Recent performance fluctuations are largely influenced by external factors, but the company maintains confidence in future performance and continuous innovation in products and solutions [2] - The company is deepening internal operational reforms and actively exploring overseas markets in response to uncertainties in the macro environment and short-term demand shortages from domestic downstream customers [2] Group 3: International Expansion - Suzhou Keda is actively participating in smart city and information construction projects in over 40 countries and 100 cities, including projects in Maldives, UAE, Ethiopia, and Kyrgyzstan [2] - In 2024, the company established a strategic partnership with Saudi Arabia's N&B company to form a joint venture for an automated and intelligent manufacturing center, focusing on smart city and smart transportation development [2] Group 4: Overseas Business Development - The company's overseas business is primarily focused on Southeast Asia, the Middle East, Africa, Eastern Europe, and Latin America, with overseas revenue projected at 138.2 million yuan, accounting for 10.38% of total revenue in 2024 [3] - Two new overseas branches have been established to enhance regional marketing efforts, and plans are underway to set up an overseas intelligent manufacturing center to meet product supply needs [3] - The company has a clear overseas business development strategy aimed at guiding related operational activities, with expectations for rapid revenue growth in the coming years [3] - Suzhou Keda is exploring the application of relevant technologies and products in the rapidly developing automotive industry [3]

Group 1 - The core viewpoint of the article highlights the launch of innovative gas safety products by Qiwai Security Technology Co., Ltd. during its 10th anniversary event, emphasizing the integration of AI technology for enhanced home gas safety [1][2] - The "Gas Safety Cube" series products feature AI-driven monitoring and control capabilities, including daily proactive detection, intelligent gas leak protection, and remote monitoring, marking a significant upgrade from traditional gas safety solutions [2][3] - The introduction of the "5S Smart Safe Kitchen" solution aims to create an ideal kitchen living experience by integrating aesthetic design, professional safety, and intelligent connectivity, addressing the need for comprehensive safety in kitchen environments [3][4] Group 2 - Qiwai Security's strategy focuses on breaking through single product offerings, deepening scene-based value creation, and building an ecological framework to address high-risk sources in kitchens, such as gas, water, electricity, and fire [4][5] - The company plans to extend its kitchen safety expertise into a full home safety ecosystem, offering packages for various living spaces, including kitchens, living rooms, and elder-friendly environments, thereby enhancing the overall smart home security system [5]

Group 1: International Participation - The third China International Supply Chain Promotion Expo showcased a significant international presence, with foreign exhibitors accounting for 35% of the total [3][4] - A total of 651 companies and institutions from 75 countries and regions participated, highlighting the event's global appeal [2][3] - Notable multinational companies such as NVIDIA and Schneider made their debut at the expo, indicating an increase in international engagement compared to previous years [3][4] Group 2: Innovation Highlights - The expo featured over 100 new product launches, a 10% increase from the previous year, emphasizing the focus on innovation [5] - Companies like BTR introduced groundbreaking products such as i-graphite, which enhances the energy density of silicon-based anodes in lithium batteries, improving battery life by 20% [5][6] - Innovations included a magnetic levitation conveyor line developed by a supplier for Apple, which significantly improves speed and precision compared to traditional systems [6] Group 3: Strengthening Connections - The expo established various exhibitor alliances to enhance collaboration across supply chains, making it easier for companies to find partners and solutions [7] - The event served as a platform for companies to connect with service providers and explore new application scenarios, particularly in the drone technology sector [7] - A report by the China Council for the Promotion of International Trade highlighted the importance of developing efficient infrastructure and maintaining a rules-based global trade order to foster supply chain growth [7] Group 4: Future Outlook - The expo is seen as a new platform for China to promote high-level openness and serve as a global public product [8] - Participants expressed optimism about the expo's role in linking the world and creating a better future through collaborative efforts [8]

Core Insights - The 27th China (Guangzhou) International Building Decoration Expo showcases advancements in smart home products, emphasizing intelligence, proactivity, and environmental sustainability [1][20] - China holds a dominant position in the smart security market with nearly 50% market share, driven by technological breakthroughs and increased consumer awareness [1] Smart Security - Smart locks are highlighted as key products, with brands like萤石 and乐橙 entering the market alongside traditional appliance manufacturers like Bosch and Sharp [1] -萤石 Y5000FVX smart lock features AI voice interaction and advanced detection capabilities, allowing for nuanced recognition of family members and visitors [1][3] -乐橙's collaboration with China Mobile has led to the development of a "Super Flash Link Phone" that enhances user experience by eliminating reliance on app background operations [3] Smart Cameras - Smart cameras are gaining popularity, with萤石 showcasing a new 4G camera that operates without wires and features a long-lasting battery [4] - The AOV (Always On Video) technology allows for proactive monitoring, significantly improving detection accuracy compared to traditional PIR technology [4][6] - New products also incorporate solar charging and night vision capabilities, enhancing their functionality and reducing energy costs [4][6] Smart Lighting - The CBD Lighting exhibition introduces intelligent lighting systems that not only illuminate spaces but also provide therapeutic benefits for various health conditions [6][10] - AI-enabled lighting systems can create personalized lighting environments based on user commands, showcasing a shift from functional to emotional-driven lighting solutions [10] Home Automation - The integration of IoT and AI technologies is enabling seamless connectivity among smart home devices, addressing challenges such as interoperability and user experience [12] - Companies like三翼鸟 are developing comprehensive home automation solutions that respond to user commands and optimize home environments automatically [12] Sustainable Materials - The expo features innovative building materials, such as low-formaldehyde options, catering to health-conscious consumers [12] - Lamett's stone crystal boards demonstrate durability and environmental benefits, appealing to modern renovation needs [12][14] Custom Furniture - The trend towards aluminum custom furniture is gaining traction, with consumers appreciating its aesthetic and environmental advantages [15][17] - This shift reflects a broader movement towards high-end, eco-friendly home decor solutions [15][20]

Core Viewpoint - The company, Jiechuang Intelligent (301248), has won a procurement project for police equipment from a provincial public security bureau, with a contract value of RMB 11.2362 million [1] Group 1: Project Details - The project involves the procurement of handheld electromagnetic net capture devices, which are intended for security and emergency response in key locations and situations [1] - The product utilizes electromagnetic launch technology, offering advantages such as non-contact capture and intelligent recognition [1] Group 2: Future Developments - The company is accelerating the innovation and research of multi-launch electromagnetic net capture devices, security robots, and security drones to expand applications in public security, firefighting, and emergency response [1] - The company aims to deepen AI empowerment in security, expand market share, and drive performance growth in the future [1]