智能终端制造

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研报掘金丨财通证券:首予蓝思科技“增持”评级,业绩延续快速增长趋势
Ge Long Hui· 2025-10-09 07:39
财通证券日前研报指出,蓝思科技是以科技创新为核心、智能智造为驱动,业内领先的智能终端全产业链一站式精密制造解决方案提供商。以2024年收入计,公司是全球中高端智能手机品牌玻 ...
办好一场赛 提升一座城——“技能之光”照亮中部航空新城崛起之路
He Nan Ri Bao· 2025-09-27 00:09
"我们把打造中部先进制造业中心、打造全国技能人才高地作为区域发展的重要目标,希望更多技能人 才来到港区、扎根港区。"在第三届全国技能大赛新闻发布会上,省政府副秘书长、郑州航空港区管委 会主任田海涛表示。 城市产业发展急需大量各领域高技能人才,高技能人才迫切渴望能施展才华的舞台和空间。一场大赛, 让"人"与"城"精彩共舞;一场大赛,也必将开启"城"与"人"双向奔赴的新篇章。 一场国赛的极致锤炼,一座新城的量级蝶变 承办如此高规格的国家级盛会,是对城市综合能力的全面检验。自2023年9月从天津接过会旗那一刻 起,河南就将大赛筹备作为全省大事要事来抓。 省委、省政府高度重视,连续两年将"筹备好第三届全国技能大赛"列入省政府重点推进工作事项,多次 召开会议研究,要求各级各部门高标准推进筹备工作。省委、省政府主要领导多次到郑州航空港调研, 实地督导部署,要求全面细致做好赛事各项保障和组织工作。 作为大赛主会场中原国际会展中心所在地,郑州航空港更是不遗余力、主动作为,挑起大赛筹备的基础 保障"大梁"。 技能照亮前程,技能成就梦想。9月19日,第三届全国技能大赛在郑州航空港经济综合实验区开幕,35 个代表团的3420名技能 ...
2025上海百强企业榜发布
Sou Hu Cai Jing· 2025-09-24 16:36
上海市企业联合会、上海市企业家协会、上海市经济团体联合会和解放日报社于9月23日在中国金融信息中心会议厅联合召开2025上海百强企业新闻发布 会。 会上,主办方发布了2025上海企业100强、2025上海制造业企业100强、2025上海服务业企业100强、2025上海民营企业100强、2025上海民营制造业企业 100强、2025上海民营服务业企业100强、2025上海新兴产业企业100强、2025上海成长企业100强排行榜,以及2025上海百强企业发展报告、2025上海新兴 产业百强企业发展报告。 上海百强经营业绩继续保持扩张态势,上海百强连续第三年站上全榜营收超10万亿元大关、 入围门槛继续提高、净利润快速上升 2024年,上海百强全榜营业收入10.03万亿元,同比下降0.42%;上海百强入围门槛达到107.3亿元,同比上升2.4亿元;上海百强净利润达到6655.7亿元, 增长率24.84%。 声明 来源:上海企联,转载的目的在于传递更多信息及分享,并不意味着证实其真实性,也不构成其他建议。仅提供交流平台,不为其版权负责。如涉及侵 权,请联系我们及时修改或删除。本文编辑:微明 服务业百强、民营企业百强和新 ...
2025上海百强企业榜单发布,民企与新兴产业成增长引擎
Guo Ji Jin Rong Bao· 2025-09-24 01:17
此外,民营百强首次突破3万亿元,经济效益快速增长,新兴产业公司成为引领民营百强的龙头企业。 9月23日举行的2025上海百强企业新闻发布会透露,上海百强企业经营业绩继续保持扩张态势,连续第 三年站上全榜营收超10万亿元大关、入围门槛继续提高、净利润快速上升。 2024年,上海百强全榜营业收入10.03万亿元,同比下降0.42%;上海百强入围门槛达到107.3亿元,同 比上升2.4亿元;上海百强净利润达到6655.7亿元,增长率24.84%。 榜单显示,服务业百强、民营企业百强和新兴产业百强的营业收入指标也有不同幅度的增长,其中,民 营百强营业收入同比增长9.26%,新兴产业百强营业收入同比增长11.48%。 上海百强中电商、海洋运输、保险业、集成电路制造、智能终端制造等企业营业收入或净利润增长幅度 较高;黑色冶金、汽车制造等行业营业收入和净利润明显下降。拼多多、中远海运、中国太保、美团等 行业龙头企业营业收入和增加额较多,对支撑百强企业营业收入规模的保持有较大的贡献。 百强企业资产指标保持增长。上海百强资产总额超过49万亿元,增长率6.29%;所有者权益达到8.2万亿 元,增长率6.14%。服务业百强资产总额 ...
上海百强企业营收总额连续三年站稳10万亿元大关
Xin Hua Wang· 2025-09-23 13:04
新华社上海9月23日电(记者王默玲)9月23日,由上海市企业联合会、上海市企业家协会、上海市经济 团体联合会等机构共同发布的2025上海百强企业榜单出炉。上海百强企业2024年营业收入总额达10.03 万亿元,连续第三年站稳10万亿元大关。 从行业表现来看,上海百强企业榜单中,集成电路制造、智能终端制造、电商、海洋运输、保险业等企 业营业收入或净利润增长幅度较高。 【纠错】 【责任编辑:王頔】 值得注意的是,上海民营百强企业2024年经济效益快速增长。2024年,上海民营百强企业营业收入总额 达3.3万亿元,首次突破3万亿元大关,同比增长9.26%;净利润合计为2245.5亿元,增长率达69.50%。 据上海市企业联合会介绍,民营百强表现强劲的背后有两点值得关注:一是零售电商细分行业头部企业 净利润大幅增加;二是信息技术、集成电路等新兴产业企业正高速成长壮大,共同对上海民营百强企业 的净利润增长发挥重要支撑作用。 ...
格林精密:公司是一家专业的智能终端精密结构件制造商和一揽子技术方案解决商
Zheng Quan Ri Bao Wang· 2025-09-12 08:40
Core Viewpoint - The company, Green Precision (300968), is a specialized manufacturer of precision structural components for smart terminals and a provider of comprehensive technical solutions, focusing on lightweight, thin, and high airtightness products for smartphones [1] Company Overview - Green Precision produces precision structural components for smartphones, which are characterized by their lightweight, thinness, and high airtightness [1] - The company's products have been applied in multiple foldable smartphones from Lenovo (MOTO) and North American G Company [1]
传音控股与巴基斯坦企业TPT签署合作备忘录
Zheng Quan Ri Bao· 2025-09-05 12:13
Core Viewpoint - Transsion Holdings is expanding its strategic partnership with Pakistani company TECNOPACK TELECOM PVT LTD (TPT) to establish a new industrial park in Karachi, enhancing local production capabilities for smart terminal products and supporting the transformation of Pakistan's manufacturing sector [2][3]. Group 1: Partnership and Collaboration - Transsion Holdings and TPT signed a memorandum of cooperation to deepen their strategic collaboration [2]. - The partnership aims to expand production capacity and efficiency, while also exploring business growth opportunities in overseas markets [3]. Group 2: Industrial Park Development - The new industrial park will feature multiple production lines for mobile phones, chargers, charging cables, and other accessories [3]. - The park will adopt advanced domestic manufacturing standards and adhere to international quality and safety standards [3]. Group 3: Economic Impact - The project is expected to create approximately 8,000 jobs in Pakistan and help train a significant number of local engineers and industrial workers [3]. - The initiative is anticipated to stimulate the development of logistics and supporting facilities, injecting new growth into the local economy [3]. Group 4: Strategic Importance - Pakistan is a key overseas market for Transsion Holdings, with the China-Pakistan Economic Corridor providing a favorable business environment for the company's local development [3].
15亿元,湖北新增智能终端智造项目
WitsView睿智显示· 2025-09-02 05:51
Group 1 - The core viewpoint of the article is the collaboration between Huangshi Development Zone and Shenzhen Zhuochuang Intelligent Technology Co., Ltd. to establish a comprehensive smart terminal manufacturing and cross-border e-commerce headquarters project with a total investment of 1.5 billion yuan [1] - The project aims to create a full industrial chain base for smart terminals, including research and development, manufacturing, and sales, with an expected annual output value of no less than 3 billion yuan upon completion [1] - Shenzhen Jiayi Wealth Electronic Integration Co., Ltd. has also launched a terminal electronics project in Huangshi, with a total investment of 500 million yuan, focusing on the manufacturing of electronic components and smart terminal products [1]
华勤技术(603296):多元业务协同发力 业绩高速增长
Xin Lang Cai Jing· 2025-08-28 10:26
Core Viewpoint - The company reported significant revenue and profit growth in the first half of 2025, driven by diversified product lines and strong market demand [1][2][4]. Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 839.39 billion, a year-on-year increase of 113.06% [1] - The net profit attributable to shareholders reached 18.89 billion, up 46.30% year-on-year, while the net profit excluding non-recurring items was 15.09 billion, reflecting a 47.95% increase [1] - For Q2 2025, the company reported operating revenue of 489.42 billion, a year-on-year growth of 111.24% and a quarter-on-quarter increase of 39.84% [1] Group 2: Business Segments - The smart terminal business generated revenue of 268.02 billion, growing 116.44% year-on-year, with a strong performance in smart wearable products [2] - The high-performance computing segment achieved revenue of 506.29 billion, marking a 128.22% increase year-on-year, supported by a comprehensive product lineup in personal computers [4] - The AIoT business reported revenue of 33.15 billion, up 79.89% year-on-year, with successful product launches in smart home and XR categories [5] - The automotive electronics segment generated revenue of 10.40 billion, reflecting a 62.49% increase year-on-year, with breakthroughs in smart cockpit and display technologies [5] Group 3: Market Position and Strategy - The company benefits from a strong customer base and technological advantages, positioning it to capture more market share [3] - The integration of hardware and software capabilities enhances the company's competitive edge in the AI PC ecosystem [4]
华勤技术上半年营收同比增长113.06% AI驱动多元业务强劲增长
Zheng Quan Ri Bao Wang· 2025-08-28 05:39
Core Viewpoint - Huqin Technology reported strong financial performance in the first half of 2025, with significant growth in revenue and net profit, driven by its innovative product strategy and integration of AI technologies [1][2] Financial Performance - The company achieved operating revenue of 839.39 billion, representing a year-on-year increase of 113.06% [1] - Net profit attributable to shareholders reached 18.89 billion, up 46.3% year-on-year [1] - The non-recurring net profit was 15.09 billion, reflecting a growth of 47.95% [1] Business Strategy - The company adheres to the "3+N+3" product strategy, focusing on R&D innovation as the core driving force [1] - Huqin Technology has successfully integrated AI and smart trends, leading to collaborative growth across multiple business sectors [1] Business Segments - Revenue from the smart terminal business doubled, with an expanded market share [1] - The high-performance computing segment showed outstanding performance, with multiple AIPC products in mass production and significant growth in data business revenue [1] - The automotive electronics business is recognized for its industry-leading vehicle-grade manufacturing capabilities [1] - The AIoT business continues to grow rapidly, with substantial deliveries in gaming hardware and smart home sectors [1] Global Supply Chain - The company is enhancing its global supply chain layout, establishing a "China+VMI" manufacturing system centered in Dongguan and Nanchang, while covering Vietnam, India, and Mexico [1] - This strategy effectively improves supply chain resilience and international risk resistance [1] Future Outlook - The company plans to deepen its strategic layout, strengthen AI and smart manufacturing terminal innovation capabilities, and promote sustainable high-quality development [2]