金融界消息 截至2025年8月1日收盘，赛腾股份（603283）报收于37.89元，上涨9.26%，换手率 14.68%，成交量39.89万手，成交金额14.88亿元。 资金流向方面，今日主力资金净流入2.67亿元，占比成交额17.95%。其中，超大单净流入2.91亿元、占 成交额19.58%，大单净流出2428.50万元、占成交额1.63%，中单净流出流出14042.36万元、占成交额 9.44%，小单净流出12669.46万元、占成交额8.51%。 赛腾股份最新一期业绩显示，截至2025一季报，公司营业总收入7.30亿元、同比减少5.67%，归属净利 润6836.02万元，同比减少27.62%，扣非净利润6071.11万元，同比减少31.92%，流动比率1.821、速动比 率1.259、资产负债率43.37%。 通过天眼查大数据分析，苏州赛腾精密电子股份有限公司共对外投资了14家企业，参与招投标项目7 次，知识产权方面有商标信息50条，专利信息795条，此外企业还拥有行政许可21个。 来源：金融界 天眼查商业履历信息显示，苏州赛腾精密电子股份有限公司，成立于2007年，位于苏州市，是一家以从 事计算机、通 ...

天眼查商业履历信息显示，杭州海康威视数字技术股份有限公司，成立于2001年，位于杭州市，是一家 以从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本923319.8326万人民币，实缴资 本923319.8326万人民币。公司法定代表人为胡扬忠。 通过天眼查大数据分析，杭州海康威视数字技术股份有限公司共对外投资了68家企业，参与招投标项目 5000次，知识产权方面有商标信息833条，专利信息5000条，此外企业还拥有行政许可579个。 来源：金融界 金融界消息 截至2025年8月1日收盘，海康威视（002415）报收于29.11元，上涨3.59%，换手率1.43%， 成交量130.56万手，成交金额37.93亿元。 资金流向方面，今日主力资金净流入4.46亿元，占比成交额11.75%。其中，超大单净流入3.25亿元、占 成交额8.56%，大单净流入1.21亿元、占成交额3.19%，中单净流出流出22033.43万元、占成交额 5.81%，小单净流出22551.19万元、占成交额5.94%。 海康威视最新一期业绩显示，截至2025一季报，公司营业总收入185.32亿元、同比增长4.01%，归属净 利润 ...

金融界2025年8月1日消息，国家知识产权局信息显示，联想（北京）有限公司申请一项名为"一种供电 控制方法及电子设备"的专利，公开号CN120414809A，申请日期为2025年05月。 专利摘要显示，本申请公开了一种供电控制方法及电子设备，包括：在确定电子设备的第一本体与第二 本体连接的情况下，确定第一本体中第一电池的第一电量参数及第二本体中第二电池的第二电量参数， 其中，电子设备的第二本体能够获得用户对第二本体的操作指令，并将操作指令发送至电子设备的第一 本体，以使第一本体对操作指令进行响应；确定电子设备的工作状态；基于第一电量参数、第二电量参 数及电子设备的工作状态确定第一本体中的目标负载模块；控制第二本体中的第二电池为目标负载模块 供电。 本文源自：金融界 作者：情报员 天眼查资料显示，联想（北京）有限公司，成立于1992年，位于北京市，是一家以从事计算机、通信和 其他电子设备制造业为主的企业。企业注册资本565000万港元。通过天眼查大数据分析，联想（北京） 有限公司共对外投资了107家企业，参与招投标项目5000次，财产线索方面有商标信息1751条，专利信 息5000条，此外企业还拥有行政许可23 ...

专利摘要显示，本实用新型提供了一种卷料装卸组件，其中，包括上下料装置及移动车，所述上下料装 置包括安装轴及移动单元，所述移动单元用于作用在卷芯上并将卷芯安装到或脱离所述安装轴；所述移 动车包括车体、升降单元及设于车体上的支撑平台，所述车体能够靠近和远离所述移动单元并具有对应 于移动单元的装料位及卸料位，所述支撑平台通过所述升降单元与所述车体相连接，所述支撑平台上设 置有用于支撑所述卷芯的第一支撑件及第二支撑件，所述移动车可在所述卸料位上将所述卷芯转移至所 述第一支撑件上，并在所述装料位将所述第二支撑件上的所述卷芯转移至所述移动单元上。 天眼查资料显示，苏州东山精密制造股份有限公司，成立于1998年，位于苏州市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本170591.371万人民币。通过天眼查大数据分 析，苏州东山精密制造股份有限公司共对外投资了37家企业，参与招投标项目34次，财产线索方面有商 标信息66条，专利信息342条，此外企业还拥有行政许可55个。 金融界2025年8月1日消息，国家知识产权局信息显示，苏州东山精密制造股份有限公司取得一项名 为"一种卷料装卸组件"的专利，授 ...

天眼查资料显示，讯强电子(惠州)有限公司，成立于1999年，位于惠州市，是一家以从事计算机、通信 和其他电子设备制造业为主的企业。企业注册资本14950万港元。通过天眼查大数据分析，讯强电子(惠 州)有限公司共对外投资了1家企业，参与招投标项目27次，专利信息87条，此外企业还拥有行政许可66 个。 本文源自：金融界 作者：情报员 金融界2025年8月1日消息，国家知识产权局信息显示，讯强电子(惠州)有限公司申请一项名为"传热装 置"的专利，公开号CN120403302A，申请日期为2024年02月。 专利摘要显示，本发明公开了一种传热装置，包括：第一导热壳、第二导热壳及至少一冷凝凸块；第一 导热壳装设于第二导热壳，以令第一导热壳与第二导热壳共同形成一液密腔室；第一导热壳具有朝向第 二导热壳的冷凝面，至少一冷凝凸块设置于冷凝面上，通过冷凝凸块的外表面与冷凝面共同构成冷凝端 的热交换面。 ...

序号股东名称持股比例1深圳市睿充实业有限公司100% 经营范围含许可项目：在线数据处理与交易处理业务（经营类电子商务）（依法须经批准的项目，经相 关部门批准后在许可有效期内方可开展经营活动，具体经营项目和许可期限以相关部门批准文件或许可 证件为准）电子元器件制造，电力电子元器件制造，家用电器制造，电池制造，音响设备制造，智能家 庭消费设备制造，电子元器件零售，电力电子元器件销售，电子产品销售，电池销售，工业设计服务， 技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广，电子元器件批发，住房租赁，非居 住房地产租赁，国内贸易代理，进出口代理，货物进出口，包装服务，技术进出口（除依法须经批准的 项目外，凭营业执照依法自主开展经营活动） 企业名称睿充电子（吉安）有限公司法定代表人罗凯旭注册资本1000万人民币国标行业制造业>计算 机、通信和其他电子设备制造业>电子器件制造地址江西省吉安市遂川县高新区东区绿色产业园14号厂 房一楼企业类型有限责任公司(自然人投资或控股的法人独资)营业期限2025-7-31至无固定期限登记机关 遂川县市场监督管理局 天眼查App显示，近日，睿充电子（吉安）有限公司成立，法定代表 ...

Group 1 - The core viewpoint of the article highlights the recent performance and financial metrics of Guangdong Fenghua High-tech Co., Ltd. as of July 31, 2025, including a stock price decline and significant changes in revenue and profit [1][3] - The company's stock closed at 13.92 yuan, down 1.69%, with a turnover rate of 1.2% and a trading volume of 139,300 hands, amounting to a transaction value of 196 million yuan [1] - The net outflow of main funds was 16.17 million yuan, accounting for 8.25% of the transaction amount, with significant outflows from large orders and super large orders [1] Group 2 - For the first quarter of 2025, the company reported total operating revenue of 1.274 billion yuan, a year-on-year increase of 20.41%, while the net profit attributable to shareholders was 64.57 million yuan, a decrease of 11.44% [1] - The company has a current ratio of 2.311, a quick ratio of 2.022, and a debt-to-asset ratio of 23.71% [1] - Guangdong Fenghua High-tech Co., Ltd. was established in 1994 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices, with a registered capital of 1.157 billion yuan [1][2] Group 3 - The company has made investments in 40 enterprises and participated in 1,031 bidding projects, holding 44 trademark registrations and 909 patents, along with 259 administrative licenses [2]

天眼查App显示，近日，中基凌禾智能科技（深圳）有限公司成立，法定代表人为莫巧怡，注册资本 700万人民币，中基资源循环科技（深圳）有限公司、北京凌禾科技有限公司持股。 序号股东名称持股比例1中基资源循环科技（深圳）有限公司70%2北京凌禾科技有限公司30% 企业名称中基凌禾智能科技（深圳）有限公司法定代表人莫巧怡注册资本700万人民币国标行业制造业 >计算机、通信和其他电子设备制造业>电子器件制造地址深圳市南山区桃源街道福光社区留仙大道 3370号南山智园崇文园区1号楼309企业类型有限责任公司营业期限2025-7-31至无固定期限登记机关 来源：金融界 经营范围含一般经营项目是：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；人工 智能应用软件开发；人工智能基础软件开发；智能机器人的研发；智能机器人销售；工业机器人销售； 工业机器人制造；特殊作业机器人制造；服务消费机器人销售；服务消费机器人制造；人工智能硬件销 售；环境保护专用设备销售；机械电气设备销售；电池销售；电子专用设备销售；智能物料搬运装备销 售；智能仓储装备销售；货物进出口；技术进出口；高性能纤维及复合材料销售；碳纤维再生利用技术 ...

Core Viewpoint - DingTong Technology (688668) demonstrated strong growth in its 2025 mid-year report, with significant increases in revenue and net profit, particularly in the communications sector [2][9]. Financial Performance - Total operating revenue reached 785 million yuan, a year-on-year increase of 73.51% [2]. - Net profit attributable to shareholders was 115 million yuan, up 134.06% year-on-year [2]. - Non-recurring net profit was 107 million yuan, reflecting a 137.34% increase year-on-year [2]. - In Q2, total operating revenue was 406 million yuan, a 57.19% increase year-on-year [2]. - Net profit for Q2 was 62.5 million yuan, up 101.16% year-on-year [2]. - Gross margin was 28.26%, an increase of 2.56 percentage points year-on-year [8]. - Net margin was 14.71%, up 34.89 percentage points year-on-year [8]. - Earnings per share were 0.83 yuan, a 130.56% increase year-on-year [8]. - Operating cash flow per share was 0.13 yuan, reflecting a 656.98% increase year-on-year [8]. - The ratio of operating expenses to revenue was 6.13%, down 24.71% year-on-year [8]. - R&D expenses grew by 36.47%, accounting for 6.95% of operating revenue [8]. Cash Flow and Debt - Net cash flow from operating activities increased by 659.55%, driven by rapid growth in communications business revenue [3]. - Cash and cash equivalents amounted to 59.08 million yuan, while current liabilities were 145 million yuan, resulting in a cash to current liabilities ratio of only 69.56% [4]. - Accounts receivable stood at 534 million yuan, representing 484.39% of net profit, indicating potential future cash flow impacts [5]. - Interest-bearing debt rose to 101 million yuan, a significant increase of 1604.04% year-on-year [8]. Industry Context - DingTong Technology operates in the "C39 Computer, Communication, and Other Electronic Equipment Manufacturing" sector, focusing on high-speed communication connectors and automotive connectors [6]. - The communications industry is experiencing a high growth cycle due to the commercialization of 5G and the advancement of new infrastructure, with the global market for communication connectors expected to reach 21.489 billion USD by 2025 [6]. - The company has seen significant growth in its communications business, with monthly order increases for its 112G series products and small-scale production of its 224G series products [6].

Core Viewpoint - The company has experienced significant stock price increases recently, which may not be supported by its financial performance, indicating potential risks for investors [1][2][3] Group 1: Stock Price Fluctuations - The company's stock price has seen a cumulative increase of over 20% in the last three trading days, with specific daily increases of 20%, 17.33%, and 20% [1] - The stock price increase has outpaced that of most peers in the industry and the Shanghai Composite Index, raising concerns about a potential correction [1][2] Group 2: Financial Performance - The company reported a net loss of 59,241,841.00 yuan for the first quarter of 2025, indicating ongoing financial difficulties [1][2] - The company is expected to remain in a loss position for the first half of 2025, with no significant changes in its core business operations or external environment [2] Group 3: Valuation Metrics - As of July 31, 2025, the rolling P/E ratio for the industry is 42.12, while the company's rolling P/E ratio is negative, indicating a significant deviation from industry averages [2] Group 4: Investment in Shanghai Lishuan Technology - The company has invested in Shanghai Lishuan Technology, which is developing a self-researched GPU chip and graphics card, with applications in various fields such as AI and cloud gaming [2][3] - The products from Shanghai Lishuan are still in the development phase and have not yet generated revenue, highlighting potential risks related to market entry and competition [3][4] Group 5: Risks Associated with Product Development - The development of graphics rendering chips requires continuous investment and market adaptation, with risks of funding shortages impacting the company's core competitiveness [4] - The company faces challenges in market competition, and failure to meet market demands could lead to decreased product competitiveness and profitability [3][4]