金融界2025年5月1日消息，国家知识产权局信息显示，广州方邦电子股份有限公司;珠海达创电子有限 公司申请一项名为"一种器件热管理方法、装置、设备和存储介质"的专利，公开号CN119893938A，申 请日期为2024年12月。 专利摘要显示，本发明公开了一种器件热管理方法、装置、设备和存储介质，器件热管理方法包括：获 取器件的时间温度曲线；确定时间温度曲线当前时刻的斜率和当前时刻的温度值；根据所述斜率控制散 热模块的散热功率和/或根据温度值控制所述器件的运行功率；其中，所述散热模块用于对器件进行散 热，本发明解决了传统技术方案中无法根据固定的映射关系表和器件的检测温度及时调整散热元件的散 热效率，提高了器件的运行安全性。 天眼查资料显示，广州方邦电子股份有限公司，成立于2010年，位于广州市，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8066.6656万人民币。通过天眼查大数据分析，广 州方邦电子股份有限公司共对外投资了2家企业，参与招投标项目20次，财产线索方面有商标信息21 条，专利信息518条，此外企业还拥有行政许可61个。 珠海达创电子有限公司，成立于2019年，位于珠海 ...

金融界2025年4月30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"用于减少 相邻小区频率上的测量的方法及设备"的专利，公开号CN119895952A，申请日期为2022年9月。 专利摘要显示，本申请案涉及用于减少相邻小区频率上的测量的方法及设备的方法及设备。本公开的实 施例提供一种UE，其包括：收发器；及处理器，其与所述收发器耦合且经配置以：接收指示用于确定 是否在与至少一个相邻小区相关联的至少一个频带上进行测量的一或多个条件的消息，其中所述一或多 个条件与以下中的至少一者相关联：服务小区的至少一个覆盖参数；至少一个相邻小区的至少一个覆盖 参数；或所述UE的至少一个移动参数；及在相邻小区测量被触发且所述一或多个条件中的至少一个条 件被满足的情况下在所述至少一个频带上进行测量；或在相邻小区测量被触发且所述一或多个条件中的 任何条件都未被满足的情况下暂停经触发的相邻小区测量。 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 ...

Core Viewpoint - The company asserts that factors such as tariffs will not significantly impact its operations due to its diversified supply chain strategy and cost optimization measures [1] Group 1: Operational Strategies - The company has implemented a diversified supply chain strategy to mitigate risks associated with tariffs [1] - Production processes have been optimized to lower costs, allowing the company to maintain profitability [1] - The company has adopted appropriate pricing strategies to pass on some of the tariff burdens to customers [1] Group 2: Market Diversification - The company is actively expanding into emerging markets to reduce reliance on any single market [1] - Strengthening market diversification is a key focus to ensure stability against external factors like tariffs [1]

近期楚天龙（003040）发布2025年一季报，证券之星财报模型分析如下： 楚天龙在2025年一季度实现营业总收入2.58亿元，同比上升0.51%；归母净利润为1837.01万元，同比下 降3.63%；扣非净利润为1806.49万元，同比下降1.88%。从单季度数据来看，公司的营收略有增长，但 利润有所下滑。 资产与负债 截至2025年一季度末，公司货币资金为3.65亿元，较去年同期减少30.27%；应收账款为6.58亿元，较去 年同期减少10.02%；有息负债为571.98万元，较去年同期减少27.05%。值得注意的是，公司应收账款占 最新年报归母净利润的比例高达3052.04%，需密切关注应收账款的回收情况。 盈利能力 公司的毛利率为32.02%，同比减少12.33%；净利率为7.11%，同比减少4.13%。这表明公司在成本控制 方面面临一定挑战，盈利能力有所减弱。 费用控制 营收与利润 销售费用、管理费用和财务费用总计为4591.5万元，三费占营收比为17.82%，同比减少13.68%。虽然费 用占比有所下降，但仍需关注费用控制对公司整体盈利的影响。 现金流 商业模式与前景 公司业绩主要依靠研发及营销驱 ...

2025 年 04 月 30 日 投资评级：买入（维持） | 陈蓉芳（分析师） | 张威震（分析师） | | --- | --- | | chenrongfang@kysec.cn | zhangweizhen@kysec.cn | | 证书编号：S0790524120002 | 证书编号：S0790525020002 | 电子/其他电子Ⅱ 维峰电子（301328.SZ） 2025Q1 业绩高速增长，深耕高端精密连接器市场 zhangweizhen@kysec.cn 证书编号：S0790525020002 2025Q1 营收利润高增，汽车和新能源连接器快速增长，维持"买入"评级 4 月 26 日，公司发布 2024 年度报告和 2025 年一季度报告。（1）2024 年，公司 实现营收 5.34 亿元，同比+9.77%；归母净利润 0.85 亿元，同比-34.44%；扣非归 母净利润 0.84 亿元，同比-19.60%；销售毛利率 41.06%，同比-1.44pcts；销售净 利率 16.57%，同比-10.46pcts。（2）2025 年第一季度，公司实现营收 1.45 亿元， 同比+44.61%，环比-3 ...

电子/其他电子Ⅱ 维峰电子（301328.SZ） 2025Q1 业绩高速增长，深耕高端精密连接器市场 2025 年 04 月 30 日 投资评级：买入（维持） | 陈蓉芳（分析师） | 张威震（分析师） | | --- | --- | | chenrongfang@kysec.cn | zhangweizhen@kysec.cn | | 证书编号：S0790524120002 | 证书编号：S0790525020002 | zhangweizhen@kysec.cn 证书编号：S0790525020002 2025Q1 营收利润高增，汽车和新能源连接器快速增长，维持"买入"评级 4 月 26 日，公司发布 2024 年度报告和 2025 年一季度报告。（1）2024 年，公司 实现营收 5.34 亿元，同比+9.77%；归母净利润 0.85 亿元，同比-34.44%；扣非归 母净利润 0.84 亿元，同比-19.60%；销售毛利率 41.06%，同比-1.44pcts；销售净 利率 16.57%，同比-10.46pcts。（2）2025 年第一季度，公司实现营收 1.45 亿元， 同比+44.61%，环比-3 ...

Economic Overview - In the first quarter of 2025, the GDP of Zhongshan reached 97.309 billion yuan, with a year-on-year growth of 4.2% [2] - The primary industry added value was 1.423 billion yuan, growing by 4.3%; the secondary industry added value was 47.405 billion yuan, growing by 5.1%; and the tertiary industry added value was 48.482 billion yuan, growing by 3.4% [2] Agricultural Sector - The total output value of agriculture, forestry, animal husbandry, and fishery was 3.233 billion yuan, increasing by 7.0% [2] - Agricultural output value reached 1.238 billion yuan, growing by 4.7%; total vegetable and edible fungus output was 99,300 tons, increasing by 4.1%; and total fruit output was 23,900 tons, growing by 6.8% [2] Industrial Production - The industrial added value above designated size grew by 5.6% year-on-year [3] - Manufacturing sector increased by 6.2%, while the electricity, heat, gas, and water production and supply sector decreased by 5.9% [3] - High-tech manufacturing grew by 14.3%, accounting for 18.0% of the industrial output [3] Service Sector - The added value of the service industry increased by 3.4% year-on-year [3] - Information transmission, software, and IT services grew by 9.0%, while leasing and business services increased by 7.5% [3] Fixed Asset Investment - Fixed asset investment decreased by 16.7% year-on-year [4] - Infrastructure investment fell by 23.5%, and real estate development investment decreased by 24.4% [4] Consumer Market - The total retail sales of consumer goods grew by 0.4% year-on-year [4] - Retail sales of home appliances and audio-visual equipment increased by 62.2%, while communication equipment sales grew by 56.5% [4] Price Levels and Income - The Consumer Price Index (CPI) increased by 0.1% year-on-year, with service prices down by 0.7% and consumer goods prices up by 0.5% [5] - The per capita disposable income reached 19,214 yuan, growing by 2.5% year-on-year [5]

4月28日，杭州市统计局、国家统计局杭州调查队发布一季度杭州经济运行情况，根据地区生产总 值统一核算结果，一季度全市生产总值5715亿元，按不变价格计算，同比增长5.2%，比上年全年、上 年一季度分别加快0.5和0.1个百分点。 "伴随着政策集成效应持续显现，新质生产力不断培养壮大，开年以来全市经济延续向新向好态 势，实现良好开局。"杭州市统计局相关负责人表示。"此外，第二产业增长5.8%，第三产业增长 5.0%，二三产业发展更加协调。" 出口较快增长，贸易结构继续优化。一季度，全市货物进出口总额2103亿元，同比增长10.8%，比 上年全年加快4.4个百分点，其中，出口1471亿元，增长18.7%。民营企业货物出口1115亿元，增长 19.3%，占货物出口的75.8%。新兴市场加快拓展，对共建"一带一路"国家出口712亿元，增长23.7%， 高于全部出口增速5.0个百分点。 一季度居民收入增加，农村居民收入增长快于城镇，城乡居民收入倍差继续缩小。一季度，全市居 民人均可支配收入25122元，同比增长4.3%。 此外，营商环境持续优化也在吸引更多创新力量在杭州集聚。一季度，杭州新设市场经营主体8.4 万户，同 ...

Investment Rating - The investment rating for Hikvision (002415.SZ) is "Outperform the Market" [6]. Core Views - The company is experiencing a mild recovery in revenue and net profit in Q1 2025, with revenue reaching 18.53 billion yuan (YoY +4.0%) and net profit at 1.926 billion yuan (YoY +9.44%) [1]. - The company is focusing on cost reduction and efficiency improvement, with a strategic shift in its domestic business to enhance profitability [3]. - The innovation and overseas business segments are showing strong growth, contributing to over 50% of total revenue in 2024 [2]. Summary by Sections Financial Performance - In 2024, the company achieved revenue of 92.496 billion yuan (YoY +3.53%) and a net profit of 11.977 billion yuan (YoY -15.1%), with a gross margin of 43.83% [1]. - For Q1 2025, the company reported a net cash flow from operating activities increasing by 56.19% [1]. Business Segments - The overseas revenue in 2024 was 31.895 billion yuan, up 10.1%, accounting for 34.48% of total revenue, with significant growth in non-video products [2]. - The innovation business generated 22.484 billion yuan in 2024, growing by 21.2% and representing 24% of total revenue, with notable growth in various segments such as robotics and automotive electronics [2]. Domestic Market Adjustments - The domestic PBG revenue was 13.467 billion yuan in 2024, down 12.29%, affected by local fiscal pressures [3]. - The EBG revenue was 17.651 billion yuan, down 1.09%, while SMBG revenue was 11.971 billion yuan, down 5.58% [3]. - The company is actively managing inventory levels with distributors to promote healthy channel development [3]. Future Outlook - The company expects to maintain operational resilience and long-term growth driven by industry digitalization, with revised net profit forecasts for 2025-2027 at 13.237 billion, 14.517 billion, and 16.664 billion yuan respectively [4]. - The projected PE ratios for 2025-2027 are 20, 18, and 16 times [4].

Fundraising Overview - The company raised a total of RMB 754.56 million through the issuance of 32 million shares at a price of RMB 23.58 per share, with a net amount of RMB 685.86 million after deducting underwriting fees [1] - As of December 31, 2023, the cumulative amount directly invested in fundraising projects was RMB 285.64 million, with an unutilized amount of RMB 438.47 million [2] Fund Utilization in 2024 - In 2024, the company utilized RMB 284.99 million of the raised funds, including expenditures for various projects such as RMB 0.79 million for the automated production base and RMB 18.01 million for acquiring equity in Hongtong Technology [3] - By December 31, 2024, the total amount directly invested in fundraising projects reached RMB 570.63 million, with an unutilized balance of RMB 158.55 million [3][4] Fund Management and Storage - The company established a dedicated account for the management and storage of raised funds, ensuring compliance with relevant regulations and protecting investor interests [4][5] - As of December 31, 2024, the total balance in the fundraising special account was RMB 77.15 million, which included cash management products [6] Changes in Fund Usage - The company approved changes in the use of funds, reallocating RMB 18.01 million from the automated production base project to acquire a 60% stake in Hongtong Technology [8][19] - Additionally, RMB 15.49 million was reallocated to increase capital for Hongtong Technology's factory capacity enhancement in Thailand [19] Idle Fund Management - The company decided to use up to RMB 300 million of idle funds for cash management, investing in low-risk, liquid financial products [6][14] - As of December 31, 2024, the cash management products balance was RMB 81.40 million, which included RMB 34.40 million in seven-day notice deposits and RMB 47 million in large time deposits [6][14] Fund Usage Reporting - The company confirmed that all disclosed information regarding the use of raised funds is timely, accurate, and complete, complying with relevant laws and regulations [24] - The special report on fundraising was approved by the board on April 28, 2025 [25]