他还表示，此次追觅科技的充电产品采用了固态电池技术。据了解，传统液态电池在被针刺后，可能出现电解液泄漏、短路，甚至起火爆炸的风 险；而固态电池在安全性上优势显著，能在各种情况下保持稳定。 谈及追觅科技布局充电宝市场的原因，上述人士称，"近期充电宝安全事件频发，引发行业重大调整，市场格局出现新机遇，这让不少大玩家都 想进来分一杯羹。" （ 来源：蓝鲸新闻） | 往 | 期 回 | 顾 | | --- | --- | --- | | 01 | ｜ | 锂电池价格反弹or反转？ | | 02 | ｜ | 吉安4GWh电池项目获批 | | 03 | ｜ | 工信部等部门召开新能源汽车行业座谈会 部署进一步规范新能源汽车产业竞争秩 序工作 | | 04 | ｜ | 2025首届硫化物全固态电池国际峰会暨展览会11月8日广州举办！ | 7月17日，蓝鲸科技记者从充电宝产业供应链人士处获悉，追觅科技即将入局充电宝赛道。 该人士透露："追觅科技已在与我们洽谈合作，合作模式为我们为其代工。目前产品已交付追觅测试，若顺利将即刻下单生产。" | 时间 | 地点 | 主题 | | --- | --- | --- | | 2025.0 ...

Group 1: New IPOs - Three new stocks are available for subscription next week: Hanhigh Group on July 21, Dingjia Precision on July 22, and Hansang Technology on July 25 [1] - Hanhigh Group's IPO code is 001221, with an issue price of 15.43 CNY per share and a P/E ratio of 11.86, compared to the industry average of 27.73 [2] - Dingjia Precision's IPO code is 920005, with an issue price of 11.16 CNY per share and a P/E ratio of 14.73, while the industry average is 40.93 [6] - Hansang Technology's IPO code is 301491, with the issue price and P/E ratio yet to be disclosed, but the industry average is 41.10 [8] Group 2: Hanhigh Group - Hanhigh Group is a leading domestic home hardware enterprise, focusing on R&D, design, production, and sales of home hardware and outdoor furniture [2] - The company has a total issuance of 40.01 million shares, with 10.80 million shares available for online subscription [2] - Projected revenues for Hanhigh Group from 2022 to 2024 are 1.62 billion CNY, 2.22 billion CNY, and 2.86 billion CNY, respectively, with net profits of 206 million CNY, 333 million CNY, and 531 million CNY [2][3] Group 3: Dingjia Precision - Dingjia Precision specializes in the design, R&D, production, and sales of functional and protective products for consumer electronics [6] - The company has a total issuance of 20 million shares, with 16 million shares available for online subscription [6] - Projected revenues for Dingjia Precision from 2022 to 2024 are 329 million CNY, 367 million CNY, and 408 million CNY, with net profits of 53.57 million CNY, 51.95 million CNY, and 59.55 million CNY [6][7] Group 4: Hansang Technology - Hansang Technology provides high-end audio products and comprehensive audio solutions, collaborating with numerous well-known global audio brands [9] - The company has a total issuance of 32.25 million shares, with 7.74 million shares available for online subscription [8] - Projected revenues for Hansang Technology from 2022 to 2024 are 1.39 billion CNY, 1.03 billion CNY, and 1.45 billion CNY, with net profits of 190 million CNY, 136 million CNY, and 254 million CNY [11][12]

Group 1: New IPOs - Three new stocks are available for subscription next week: Hanhigh Group on July 21, Dingjia Precision on July 22, and Hansang Technology on July 25 [1] - Hanhigh Group is a leading domestic home hardware company, focusing on the research, design, production, and sales of home storage hardware, basic hardware, kitchen and bathroom hardware, and outdoor furniture [2][3] Group 2: Hanhigh Group Financials - Hanhigh Group's IPO code is 001221, with an issue price of 15.43 CNY per share and a P/E ratio of 11.86, compared to the industry average of 27.73 [3] - The total number of shares issued is 40.01 million, with 10.80 million shares available for online subscription [3] - Projected revenues for Hanhigh Group from 2022 to 2024 are 1.62 billion CNY, 2.22 billion CNY, and 2.86 billion CNY, respectively, with net profits of 206 million CNY, 333 million CNY, and 531 million CNY [3] Group 3: Dingjia Precision Overview - Dingjia Precision's IPO code is 920005, with an issue price of 11.16 CNY per share and a P/E ratio of 14.73, compared to the industry average of 40.93 [9] - The total number of shares issued is 20 million, with 16 million shares available for online subscription [9] - Dingjia Precision specializes in the design, research, production, and sales of functional and protective products for consumer electronics, serving clients like Luxshare Precision and BOE [9] Group 4: Dingjia Precision Financials - Projected revenues for Dingjia Precision from 2022 to 2024 are 329 million CNY, 367 million CNY, and 408 million CNY, respectively, with net profits of 53.57 million CNY, 51.95 million CNY, and 59.55 million CNY [9] - For the first half of 2025, projected revenues are between 215 million CNY and 230 million CNY, with net profits expected to be between 38 million CNY and 42 million CNY [11] Group 5: Hansang Technology Overview - Hansang Technology's IPO code is 301491, with the issue price and P/E ratio yet to be disclosed, but the industry average P/E is 41.10 [13] - The total number of shares issued is 32.25 million, with 7.74 million shares available for online subscription [13] - Hansang Technology provides high-end audio products and solutions, collaborating with numerous well-known audio brands [13] Group 6: Hansang Technology Financials - Projected revenues for Hansang Technology from 2022 to 2024 are 1.39 billion CNY, 1.03 billion CNY, and 1.45 billion CNY, respectively, with net profits of 190 million CNY, 136 million CNY, and 254 million CNY [16] - For the first half of 2025, projected revenues are between 650 million CNY and 700 million CNY, with net profits expected to be between 85 million CNY and 90 million CNY [18]

Core Viewpoint - Three new stocks are available for subscription next week, including Han Gao Group, Ding Jia Precision, and Han Sang Technology, with specific details on their issuance and financial performance provided [2][3]. Group 1: Han Gao Group - Han Gao Group is a leading domestic home hardware enterprise, focusing on the research, design, production, and sales of home hardware and outdoor furniture [4]. - The subscription code for Han Gao Group is 001221, with an issuance price of 15.43 yuan per share and a price-to-earnings ratio of 11.86, compared to the industry average of 27.73 [5]. - The total issuance quantity is 40.01 million shares, with an online issuance quantity of 10.80 million shares. The maximum subscription limit for investors is 10,500 shares, requiring a market value of 105,000 yuan in the Shenzhen market [5]. - Projected revenues for Han Gao Group from 2022 to 2024 are 1.62 billion yuan, 2.22 billion yuan, and 2.86 billion yuan, respectively, with net profits of 206 million yuan, 333 million yuan, and 531 million yuan [5]. - The management expects revenue for the first half of 2025 to be between 1.39 billion yuan and 1.50 billion yuan, representing a year-on-year growth of 17.04% to 26.77%, with net profits expected to be between 234 million yuan and 263 million yuan, a growth of 18.64% to 33.66% [7]. Group 2: Ding Jia Precision - Ding Jia Precision's subscription code is 920005, with an issuance price of 11.16 yuan per share and a price-to-earnings ratio of 14.73, compared to the industry average of 40.93 [8]. - The total issuance quantity is 20 million shares, with an online issuance quantity of 16 million shares. The maximum subscription limit for investors is 950,000 shares [8]. - Ding Jia Precision specializes in the design, research, production, and sales of functional and protective products for consumer electronics, with clients including major manufacturers like Luxshare Precision and BOE [9]. - Projected revenues for Ding Jia Precision from 2022 to 2024 are 329 million yuan, 367 million yuan, and 408 million yuan, respectively, with net profits of 53.57 million yuan, 51.95 million yuan, and 59.55 million yuan [9]. - The management anticipates revenue for the first half of 2025 to be between 215 million yuan and 230 million yuan, with a year-on-year growth of 18.62% to 26.89%, and net profits expected to be between 38 million yuan and 42 million yuan, a growth of 35.37% to 49.62% [10]. Group 3: Han Sang Technology - Han Sang Technology is a domestic high-end audio solution provider, with a subscription code of 301491. The issuance price and earnings ratio have not yet been disclosed, but the industry average is 41.10 [12]. - The total issuance quantity is 32.25 million shares, with an online issuance quantity of 7.74 million shares. The maximum subscription limit for investors is 7,500 shares [12]. - Projected revenues for Han Sang Technology from 2022 to 2024 are 1.39 billion yuan, 1.03 billion yuan, and 1.45 billion yuan, respectively, with net profits of 190 million yuan, 136 million yuan, and 254 million yuan [16]. - The management expects revenue for the first half of 2025 to be between 650 million yuan and 700 million yuan, with a year-on-year change of -3.14% to 4.31%, and net profits expected to be between 85 million yuan and 90 million yuan, a decline of -24.22% to -19.76% [18].

Group 1 - The core argument is that since Tim Cook took over from Steve Jobs, he has been criticized for lacking innovation, with some arguing that his contributions are merely incremental improvements rather than groundbreaking changes [1][3] - Under Cook's leadership, Apple's market value has increased over tenfold, with continuous growth in revenue and profit, indicating strong financial performance despite a lack of significant innovation in the smartphone industry [3][5] - The emergence of disruptive innovation in the form of AI has exposed Cook's weaknesses, as Apple has been slow to develop its AI capabilities compared to competitors [5][10] Group 2 - Apple's AI initiatives have been delayed, with the introduction of Apple Intelligence in iOS 18 being criticized as underwhelming and lacking clarity on future developments [8][10] - Internal adjustments and personnel turnover within Apple's AI division suggest a lack of clear direction and strategy regarding AI, reflecting poorly on Cook's leadership and technical understanding [10] - The argument is made that while Cook may have excelled in financial management during a period of low innovation, his inability to foster a culture of innovation may jeopardize Apple's future competitiveness in the rapidly evolving tech landscape [10]

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" for the electronics industry [6]. Core Insights - The electronics industry is experiencing significant growth driven by substantial investments in AI data centers and advanced semiconductor processes. Companies like Meta are investing "hundreds of billions" in AI infrastructure, while TSMC and ASML report strong quarterly earnings, indicating robust demand for advanced chips [1][4][2]. - The semiconductor sector is highlighted as a key area for investment, with companies like Nvidia and AMD resuming sales of AI chips to China, which could lead to substantial revenue recovery [2][12]. - The report emphasizes the performance of specific companies within the electronics sector, noting significant profit increases for firms like Pengding Holdings and Shengyi Technology, driven by product optimization and high-value product ratios [1][4]. Summary by Sections Industry Performance - The electronics sector saw a weekly increase of 2.15%, ranking 7th among all industries [5][11]. - The semiconductor sub-sector has a PE ratio of 83.52, indicating a high valuation compared to historical averages [41]. Company Highlights - ASML reported a Q2 net sales of €7.7 billion with a gross margin of 53.7%, and TSMC achieved revenues of $30.07 billion, a 44.4% year-on-year increase [3][4]. - Pengding Holdings forecasted a net profit of 1.2-1.26 billion yuan for the first half of the year, reflecting a year-on-year increase of 52.79%-60.20% [1]. Market Trends - The report notes that the semiconductor investment share in total wafer fab investments is increasing, particularly in the DRAM sector, which is performing strongly [3]. - The demand for RISC-V chips is expected to lead the market, with significant growth projected in consumer electronics [24]. Future Outlook - The report suggests focusing on companies within the computing power supply chain, including Shenghong Technology, Huadian Technology, and others, as potential investment opportunities [12].

当地时间7月15日，美国超微半导体公司 (AMD)表示，美国商务部将对该公司的AI芯片MI308许可证重新进行审查，以便向中国重启该芯片的出口。 AMD将重启对华AI芯片出口 世界已经到达一个转折点——人工智能已经成为一种基础资源，如同能源、水和互联网一样。 美国商务部部长霍华德·卢特尼克（Howard Lutnick）于7月15日在当地电视媒体上解释了特朗普政府政策为何转向。他称，该策略是为了向中国企业出售足 够多的人工智能芯片。 点评：今年4月，AMD曾表示，MI308对华出口管制导致公司损失8亿美元。英伟达的H20芯片和AMD的MI308芯片均针对中国市场开发，以应对美国的出口 管制规定。 分析师表示，中国已经具备自主研发AI芯片和构建AI基础设施的能力，多家企业都有相关产品的开发，并不仅依赖美国技术。 7月15日，罗马仕官方在微博发布最新声明，称关注到网络上关于罗马仕的大量不实信息，许多用户和朋友因此产生担忧，并表示产品召回及售后服务系统 按计划持续运转。 点评：此前市场有传言称，罗马仕部分高层在出现问题后前往境外。一系列信息引发业内对罗马仕经营动机的质疑，消费者对自己是否能成功退款也有所担 忧。 点 ...

1.特朗普签署稳定币相关法案，设立联邦"战略比特币储备"和"国家数字资产储备" CBS周四宣布《斯蒂芬·科尔伯特晚间秀》将于2026年5月停播，粉丝和整个娱乐界都感到震惊，而特朗普对 此表示热烈欢迎，并称这档节目的长期主持人"毫无才华"。几天前，科尔伯特曾在节目中批评他的老板与特 朗普达成的法律和解。特朗普周五在Truth Social上发帖称："我绝对为科尔伯特被'解雇'感到高兴。他的才 华甚至还不如他的收视率。"科尔伯特以犀利幽默和对特朗普的批评著称，其节目多年来一直是美国深夜电 视节目中收视率最高的节目之一。CBS表示，此举纯粹出于财务考量，并强调该决定与节目的喜剧内容或其 母公司派拉蒙面临的经营困境无关。 2.摩根士丹利：美国人未来10年多交2.7万亿美元关税 据央视新闻，近日，多家美国媒体批评美国政府的关税政策其实就是对内加税。美国《财富》杂志援引摩 根士丹利的一份研究报告表示，未来10年，美国政府可能征收高达2.7万亿美元的关税，这笔钱将由美国消 费者支付。《华盛顿邮报》称，关税政策的影响正在显现，美企开始感到痛苦。《纽约时报》报道，美就 业市场正失去动力。 3.数字资产倡导组织Crypto UK ...

今日市场风格切换，银行、白酒等蓝筹上涨，上证50领涨，科技题材分化休整。资源股普涨，稀土因涨 价及新矿物发现、锂矿因"反内卷"逻辑和期货上涨带动小金属、有色金属板块。化工方面沧州大化两连 板。盘中诸多题材冲高回落，如CPO、Kimi概念等。军工、电气风电异动。游戏、消费电子等板块跌幅 居前。沪指三连阳创年内收盘新高，市场方向不明，资金在蓝筹与科技间摇摆。今晚宇树科技启动IPO 辅导，最快10月申请上市。管理层需指数"慢牛"实现IPO定向输血科技企业，目前指数可维持，后期 IPO增多难度或增大，一股君仍相对看好下半年科技风格。 股票名称["沧州大化","新易盛","中际旭创","建设工业","航天动力（维权）","电气风电"] 板块名称["银行","白酒","稀土","锂矿","小金属","有色金属","煤炭","TDI概念","CPO","Kimi概 念","AIAgent概念","军工","光刻机","游戏","消费电子","PCB","光伏"] 风格切换、慢牛、科技风格 看多看空沪指三连阳创出年内收盘新高，市场资金较为充裕，管理层需要指数"慢牛"来实现IPO定 向输血任务，且相对更看好下半年科技风格，所以 ...

Group 1 - Xiaomi officially opened its fourth regional headquarters in Shenzhen, following Beijing, Wuhan, and Nanjing, with a total construction area of 46,000 square meters [2][3] - The Shenzhen headquarters is strategically located in the core area of the Shenzhen Nanshan District, surrounded by notable enterprises, enhancing the region's technological strength [2][3] - The establishment of the Shenzhen headquarters is a result of a five-year cooperation agreement signed in December 2019 between Xiaomi and the Shenzhen municipal government, leveraging both parties' resources for mutual development [3] Group 2 - The Shenzhen headquarters is designated as the R&D center for the K series of smartphones and serves as a crucial support hub for the ecological chain and international business [3] - Xiaomi's employee count in Shenzhen has increased from 700 in 2020 to approximately 2,100, indicating a significant influx of talented youth contributing to the Greater Bay Area's development [3] - The headquarters is expected to generate an annual industrial chain output value exceeding 10 billion yuan, attracting international R&D talent [3] Group 3 - The architectural design of the Shenzhen headquarters, known as the "Xiaomi Cube," features a high-tech aesthetic with a 360° LED screen and a focus on creating a quality work environment [4] - The building includes various amenities such as a library, gym, sky garden, and a large 1,500 square meter sky garden to enhance employee well-being [4] - The Xiaomi Shenzhen headquarters also houses the largest Xiaomi Home integration store in the country, showcasing the company's high-end product strategy [4]