Core Viewpoint - Linyih Intelligent Manufacturing is focusing on acquiring core technologies and customer resources in the server thermal management sector through its acquisition of Limin Da, as the demand for liquid cooling technology in data centers is increasing due to rising power consumption of enterprise-level commercial server chips and stricter energy efficiency regulations globally [1][2]. Company Summary - Linyih Intelligent Manufacturing (002600) has a current stock price of 15.52 yuan, down 0.43 yuan or 2.70% from the previous trading day, with a total market capitalization of 113.39 billion yuan [1]. - The company ranks 38th in the consumer electronics industry with a rolling price-to-earnings ratio of 49.63, compared to the industry average of 48.15 and median of 50.30 [1]. - As of September 30, 2025, Linyih Intelligent Manufacturing had 539,120 shareholders, an increase of 243,778 from the last count, with an average holding value of 210,300 yuan and an average holding of 13,600 shares per shareholder [3]. Industry Summary - The global capital investment in data centers is expected to grow from approximately 450 billion USD in 2024 to over 3 trillion USD by 2030, driven by the opportunities presented by AI computing infrastructure [2]. - The global market for high-precision thermal management hardware for enterprise-level commercial servers is projected to increase from 200 million USD in 2020 to 4.5 billion USD by 2024, and is expected to reach 33 billion USD by 2029 [2]. - Traditional air cooling solutions are becoming inadequate for thermal management, leading to an accelerated adoption of liquid cooling technologies in data centers [2].

Group 1 - The core viewpoint of the news is that the robotics sector is experiencing a decline, with the National Securities Robotics Industry Index dropping by 1.3%, while the Intelligent Electric Vehicle Index and the Consumer Electronics Index saw increases of 0.8% and 0.6% respectively. Despite the overall decline, there was significant net subscription activity in the robotics ETF, indicating investor interest [1] - The robotics ETF managed by E Fund (159530) has seen a net subscription of nearly 130 million units throughout the day, reflecting strong investor confidence in the sector [1] - Recent adjustments to the components of the National Securities Robotics Industry Index have included five companies from the robotics parts supply chain, enhancing the index's relevance to humanoid robots and aligning it more closely with investor needs and industry trends [1] Group 2 - The Intelligent Electric Vehicle ETF managed by E Fund tracks the China Securities Intelligent Electric Vehicle Index, which focuses on various aspects of the electric vehicle industry, including power systems, perception systems, decision-making systems, execution systems, communication systems, and vehicle production [3][4] - The Consumer Electronics ETF managed by E Fund tracks the China Securities Consumer Electronics Theme Index, which emphasizes AI hardware as a primary category of smart terminal products, involving companies engaged in component production and complete product design and manufacturing [7][8] - The Internet of Things (IoT) Index focuses on companies involved in information collection, transmission, and application within the IoT sector, which is crucial for achieving connectivity among smart terminals [11]

12月22日，TCL电子（股票代码：1070.HK）在2026格隆汇"金格奖"年度卓越公司评选中荣获"年度投资 价值奖"和"年度卓越IR团队"两项大奖。奖项不仅肯定了公司过去一年的成绩，也认可其在显示技术革 新、全球化布局及创新业务拓展上的前瞻性。 2025年，TCL电子以Mini LED电视为突破口，在全球彩电市场逆势中实现量价齐升，同时人工智能在 业务以及企业管理中的应用成效显著，构成了TCL电子"高成长、稳分红"的投资逻辑。 一、技术领先与创新突破：Mini LED与AI双轮驱动 彩电行业曾长期被视为增长见顶的"慢行业"，但TCL电子通过Mini LED技术成功开启了新一轮产品升级 周期。 2025年前三季度，TCL电视全球销售额同比增长8.7%，出货量达2108万台，同比增长5.3%，均价同比 提升3.2%。 这一逆势增长的核心驱动力来自Mini LED电视的爆发式放量。2025年1-9月，TCL Mini LED电视出货量 位列全球第一，达224万台，同比激增153.3%，出货量占比同比提升6.7个百分点至11.4%。海外市场销 量表现尤为亮眼，前三季度TCL Mini LED电视国际市场出货量同比 ...

小米集团-W(01810)发布公告，该公司于2025年12月23日斥资1.47亿港元回购375万股股份，每股回购价 格为39.1-39.28港元。 ...

Group 1 - The core viewpoint of the articles highlights the successful entry and growth of Chinese smartphone brand Honor in the UK market, emphasizing its focus on high-end products and strategic partnerships with local operators [2][3][4] - Honor's product offerings include high-end smartphones priced between £700 and £1700, with a significant market share in the premium segment, which accounts for 70% of the UK smartphone market [2] - The company has established a presence in over 2,600 retail stores in the UK, utilizing promotional strategies such as "phone + tablet" bundles to attract consumers and enhance brand visibility [3][4] Group 2 - Honor's strategy includes launching lightweight and stylish foldable smartphones that have gained consumer interest, showcasing the brand's commitment to innovation and design [3][4] - The company emphasizes building trust with consumers and partners, focusing on optimizing product design, customer service, and collaboration models to enhance its brand image [4] - Honor has expanded its operations to nearly 30 European countries, offering a range of products beyond smartphones, including laptops, tablets, and smartwatches, indicating a broadening of its market reach [4] Group 3 - The article also discusses the success of another Chinese brand, Smog, which specializes in imaging accessories and has seen over 30% of its global revenue coming from the European market, with a projected sales growth of 22% for 2023-2024 [5] - Smog has developed over 2,700 customized imaging accessory products since its inception, leveraging a strong manufacturing supply chain in the Pearl River Delta region to achieve rapid product development [5][6] - The brand focuses on user-specific design considerations, such as ergonomic adjustments for European consumers and technology adaptations for extreme weather conditions, indicating a tailored approach to product development [6]

以下文章来源于邻章 ，作者邻章 邻章 . App Store竞价广告 一 门 几 乎 躺 赚 的 好 生 意 于现实而言：以苹果高达数十亿的设备规模而言，现在进一步开放对众多用户而言的应用唯一应用下载渠道——App Store的广告位，毫无 疑问将进一步提升App Store的吸金能力，自然是一门一本万利、躺着赚钱的好生意。 这于进一步增进服务营收而言，是大有裨益。 产品体验、观点评论、财报解读，个人观点，仅供参考！ 来源 | 邻章 日前，苹果公司宣布：为提升广告主投放效率，将于2026年起在App Store搜索结果页面增设更多广告位。 这是苹果公司进一步增进App Store吸金能力的最新动作，这也将 这打破当前 App Store 仅顶部展示1条广告的限制。 苹果表示新增广告位将位于搜索结果列表中下部，并以"蓝色广告标签"明确标识。 但这步棋于苹果而言，却需要把握好商业利益获取与用户体验、社区公平之间的危险平衡。 如我们所见：由订阅服务（Apple One）、广告收入（Apple 搜寻引擎与 App Store）与手续费收入（App Store）所组成的服务营收，早 已构建起了苹果整体营收的第二大来源， ...

每经头条（nbdtoutiao）——地产"优等生"受困20亿元到期债务，首次债务展期仍在博弈，明年还有超 百亿元公开债到期 每经AI快讯，雷柏科技（SZ 002577，收盘价：17.61元）12月23日晚间发布公告称，公司本次股份回购 实施区间为2025年5月9日至2025年12月22日，累计通过股份回购专用证券账户以集中竞价方式回购公司 股份约107万股，回购股份占公司总股本0.3793%，最高成交价为22.3元/股，最低成交价为17.35元/股， 回购均价为19.35元/股，回购总金额约为2068万元。 2025年1至6月份，雷柏科技的营业收入构成为：消费电子占比93.22%，租赁业务占比6.3%，其他占比 0.49%。 截至发稿，雷柏科技市值为50亿元。 （记者 王晓波） ...

据报道，苹果公司强烈反对处罚决定，表示将提起上诉。 经济观察网 据央视新闻消息，12月22日，意大利竞争与市场管理局发布公告，宣布对美国苹果公司处 以9863.5万欧元（约合8.2亿元人民币）罚款，原因是苹果公司滥用市场支配地位。 公告说，调查认定苹果公司自2021年4月起实施的"应用追踪透明度"政策存在限制竞争的行为，违反了 欧盟相关规定。该政策要求第三方应用开发者在收集和关联用户广告数据时，必须通过"应用追踪透明 度"弹窗获得用户明确同意，该弹窗本身不符合隐私法规要求，并导致开发者被迫为同一目的重复征求 用户同意，损害了开发者、广告主及广告中介平台的利益。 ...

从资金流向上来看，当日消费电子板块主力资金净流出4.42亿元，游资资金净流出7.11亿元，散户资金 净流入11.53亿元。消费电子板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月23日消费电子板块较上一交易日上涨1.27%，奕东电子领涨。当日上证指数报收于 3919.98，上涨0.07%。深证成指报收于13368.99，上涨0.27%。消费电子板块个股涨跌见下表： ...

最近，港交所刊发咨询文件，就优化香港证券市场每手买卖单位框架的相关建议征询市场意见，以 提升交易、结算及交收效率。 根据咨询文件，适用证券的每手股数将整合为八种标准选项，同时下调每手价值的指引下限，并增 设指引上限。具体来看，八种每手股数包括1股、50股、100股、500股、1000股、2000股、5000股和1万 股。港交所表示，优化后每手价值的指引下限将由现行的2000元下调至1000元，以避免因每手价值过低 而出现"负价值交易"。 当然，对于发行规模较大的新股，可根据实际情况进行差异化安排。例如，当新股首发规模超过10 亿股时，可恢复500股的最小申报单位；若首发规模超过20亿股，则可进一步提高至1000股。总体而 言，应根据新股发行规模灵活调整最小申报单位，在保持合理中签率的同时，更好地满足中小投资者打 新的需求，这也是保护中小投资者利益的体现。（作者系财经评论员） 事实上，A股市场并非只有一只"千元股"。爱美客、石头科技、禾迈股份等个股都曾进入"千元 股"行列，目前寒武纪仍属其中。每手100股的交易规定，不仅将不少中小投资者挡在"千元股"之外，也 在一定程度上影响了这类股票的流动性。 因此，对于"千 ...