展望未来，我将继续带领立昂技术团队，通过业务拓展、资本运作与持续创新，全力在AI时代行稳致 远，书写企业发展新篇章。 近年来，ChatGPT掀起了AI革命，大模型技术在多模态融合、逻辑推理、应用适配等领域持续突破，国 内DeepSeek等标杆产品的崛起，更印证了我国在人工智能领域的领先地位。行业皆知"AI的尽头是算 力"，依托公司在通信服务和数字城市服务领域积累的深厚基础，我们果断向AI算力新赛道进行战略转 型。这不仅是业务拓展的需要，更是时代赋予我们的责任。我们充分发挥地域优势，抓住"东数西算"等 国家战略机遇，在四川省简阳市、广州南沙等地建立算力中心，积极推进业务向AIDC转型，全力把握 AI时代红利。 1985年，我进入新疆邮电设计院，从技术岗位起步，参与并见证了新疆通信网络从人工到自动、从模拟 到数字的发展历程。1996年，怀着"为家乡建设贡献力量"的初心，我创立了立昂电信技术有限公司。确 立了"诚信为本、质量为先"的经营理念。从通信规划设计到网络建设维护，我们稳扎稳打深耕每一个项 目。记得早期，我基本上每天扎在公司，钻研技术难点，规划发展方向。凭借这份勤奋钻研的精神，公 司逐渐在新疆通信市场站稳了脚 ...

证券日报网讯12月15日，恒辉安防（300952）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东总人数13780户。 ...

安联锐视（301042.SZ）公司动态报告 发力机器人领域，打造第二成长曲线 glmszqdatemark [盈利预测与财务指标 Table_Forcast] | 项目/年度 | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业收入（百万元） | 691 | 484 | 654 | 850 | | 增长率（%） | 0.4 | -29.9 | 35.0 | 30.0 | | 归属母公司股东净利润（百万元） | 71 | 37 | 83 | 126 | | 增长率（%） | -22.9 | -47.8 | 121.9 | 52.4 | | 每股收益（元） | 1.02 | 0.53 | 1.18 | 1.81 | | PE | 81 | 156 | 70 | 46 | | PB | 5.6 | 5.8 | 5.5 | 5.3 | 资料来源：Wind，国联民生证券研究所预测；（注：股价为 2025 年 12 月 12 日收盘价） 2025 年 12 月 13 日 | 推荐 | 首次评级 | | --- | --- | | 当前 ...

AI的确定性正在增强，硬件方向正在产生新的机会。 今年以来，服务器、数据中心、通信设备、半导体等细分领域龙头都成为了市场的热点，尤其胜宏科技、新易盛、中际旭创均已成了A股市场的标杆。 在这种背景下，曾经安防"一哥"海康威视，表现稍微滞后。 对于海康威视而言，AI的发展带来新一轮产业智能化浪潮，而智能化的浪潮进一步促进了物联网产业的发展，而在这样的背景下，海康威视作为行业的佼 佼者，自然能够率先享受到行业发展带来的红利。 那么，全球物联网的规模究竟有多大？ 据IDC预计，到2026年，全球物联网市场支出预计将超过1万亿美元。 作为智能物联领域的代表性企业，海康威视的产品与服务覆盖90多个子行业、覆盖3万余种物联产品，日均1万个订单。值得注意的是，这些订单中75%需要 定制，在这样的结构下，会因应用场景不同，对产品功能、配置提出个性化要求，而海康威视恰好能满足这种高度碎片化的市场需求，并且能直接能够链接 到生产端，形成"多品种、小批量、大规模定制"的优势。 资料显示，海康威视成立于2001年。成立初期，正值安防技术和产品由MPEG1到MPEG4升级换代，当时市场对MPEG4的呼声十分强烈，因为相对于 MPEG1， ...

Group 1 - The core point of the announcement is that after three years of control by Henan state-owned assets, the actual controller of Zhongwei Electronics (300270) will change to Fu Yingbo [1][5] - On December 11, Zhongwei Electronics announced that its controlling shareholder, Xinxiang Investment Industry M&A Fund No. 1, signed an agreement with Jinan Junchuan Technology Partnership, resulting in a change of actual control [5][6] - Following the completion of the equity change, the new controlling party and its concerted actions will collectively control 22.00% of the shares of Zhongwei Electronics, with Fu Yingbo becoming the actual controller [6] Group 2 - Fu Yingbo is currently the CEO and Executive Director of Baiwang Co., and has previously served as the President of Megvii Technology from October 2016 to July 2024 [6] - Zhongwei Electronics, established in 2000, specializes in security video surveillance transmission technology and products, focusing on AI video applications and industry IoT solutions [6] - The company provides standardized and replicable system solutions for various sectors, including smart highways, smart transportation, smart parking, and smart city management, leveraging its "Zhongwei Cloud" AIoT video cloud platform [6]

安兴宇联专注特种机器人赛道，已布局一系列核心产品。安兴宇联核心团队实力雄厚，首席科学家负责 AI 研发及技术前瞻性方向，总经理深入研究AI 语言行业大模型。安兴宇联研发的导览机器人、攀爬机 器人、无人机清理机器人等几款产品已相对成熟，开始得到市场认可。导览机器人接入安兴AI 大脑， 实现RAG 实时检索和多语言讲解，采用多元融合SLAM 方案，实现厘米级定位、动态避障及展厅内自 主移动，支持定制化浏览路线，具备拟人化交互和安防巡逻功能。无人机+相关产品中，无人机+光伏 清扫机器人应用于分布式光伏环境，实现精准清扫；无人机+带电作业工具应用于电力巡检运维，避免 高空作业风险；重载无人机+吊装工具应用于无人区电力建设，解决运输难题。 投资建议：我们预计公司2025-2027 年分别实现营收4.38/6.23/8.77 亿元，归母净利润0.32/0.74/1.07 亿 元，EPS 分别为0.46/1.07/1.54 元。考虑到公司正积极申请移出SDN 清单，安防设备主业明后年有望恢 复较快增长；且公司持续加码机器人赛道投入，有望打造新增长曲线，未来成长空间广阔。首次覆盖， 给予"推荐"评级。 深耕安防视频监控产品， ...

天眼查App显示，近日，云南鸿图盛世光电有限公司成立，法定代表人为闫磊，注册资本200万人民 币，经营范围为一般项目：照明器具制造；半导体照明器件制造；照明器具销售；灯具销售；照明器具 生产专用设备销售；半导体照明器件销售；光通信设备销售；机械电气设备销售；电子元器件批发；电 子元器件零售；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；安防设备销售；安 防设备制造；安全系统监控服务；安全技术防范系统设计施工服务；数字视频监控系统销售；园林绿化 工程施工；体育场地设施工程施工；土石方工程施工；工程管理服务；金属门窗工程施工；劳务服务 （不含劳务派遣）；专业设计服务；广告设计、代理；工业设计服务；规划设计管理；平面设计；会议 及展览服务；数字创意产品展览展示服务。（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）许可项目：建设工程设计；建设工程施工；住宅室内装饰装修。（依法须经批准的项目，经相关 部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）。 ...

Core Viewpoint - Baisheng Intelligent is expanding into the robotics industry through the acquisition of a 51% stake in Zhongke Shengu Technology Development Co., Ltd for a preliminary price of 100 million yuan, with a valuation not exceeding 200 million yuan [2][3] Group 1: Acquisition Details - The acquisition will be funded by surplus funds from the company's initial public offering [3] - Zhongke Shengu, established in March 2017, focuses on the research and application of embodied intelligent robotics and is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise by the Ministry of Industry and Information Technology [2][3] - The acquisition includes performance commitments for the years 2026 to 2028, with cumulative targets of 350 million yuan in revenue and 28 million yuan in net profit [5][6] Group 2: Technology and Product Development - Zhongke Shengu has developed various intelligent robotic products, including single-arm, multi-arm, and humanoid robots, serving sectors such as research, military, advanced manufacturing, and healthcare [4] - The collaboration aims to leverage Baisheng Intelligent's strengths in smart parking and IoT with Zhongke Shengu's R&D capabilities, creating a complementary synergy [4] Group 3: Financial Performance and R&D Investment - In the first three quarters of 2025, Baisheng Intelligent reported revenues of 254 million yuan, a year-on-year decrease of 8.65%, while its net profit increased by 20.70% to 31.69 million yuan [8] - The company has maintained a debt-to-asset ratio below 20% since 2021, reaching 18.60% by the end of the third quarter of 2025 [9] - Baisheng Intelligent has consistently increased its R&D expenses for nearly eight years, with 2025's R&D expenses reaching 14.11 million yuan, a year-on-year increase of 3.44% [10][11]

12月4~6日，首届全球智能机械与电子产品博览会（下称博览会）在珠海和澳门两地举行。第一财经记 者现场走访发现，在AI技术快速发展的背景下，安防等多个领域的科技企业正加大对该领域的研发力 度，去强化自身的业务竞争力。在软件层面，AI技术有助于企业去实现更智能的决策。而在硬件层 面，AI技术推动了产品形态变化，进而拓展了产品的应用空间。 除数字化服务外，硬核科技产品的功能实现也有了AI技术的深度参与。新技术对产品竞争力的带动， 主要体现在实体硬件与云端软件的紧密结合，这一点在安防赛道尤为明显，AI技术的应用能帮助安防 系统减少对人力的依赖，降低运行过程中的风险。 博览会举办期间，杰创智能（301248.SZ）带来了国内首创的AI电磁网捕系列产品。该系列产品可在10 米范围内对移动目标实现瞬时安全抓捕，其中电磁网捕器与AI电磁网捕巡防机器狗Pro已成功应用于十 AI技术赋予业务更智能的决策能力 在软件层面，从通用大模型到面向细分行业的垂直大模型，AI技术的发展有望帮助企业实现更智能化 的决策。 就数字化服务来看，AI驱动的全球增长数字化服务商广州钛动科技股份有限公司（下称"钛动"）带来了 首个全球增长大模型钛极大 ...

Group 1 - The controlling shareholder of Zhongwei Electronics is planning to change the company's control, which may lead to a change in the actual controller [2] - Zhongwei Electronics' stock was suspended from trading on December 5, 2025, due to the announcement regarding the potential change in control [2] - The company's stock price experienced a strong increase since September 2025, with a closing price of 11.25 yuan per share and a market capitalization of 3.407 billion yuan as of December 4, 2025 [2] Group 2 - Zhongwei Electronics operates in the video surveillance sector of the security industry, focusing on AI video applications and providing IoT solutions [5] - The company was taken over by the Xinxiang Investment Fund No. 1, which is controlled by the Henan Xinxiang Municipal Government, after a two-year process that began in August 2020 [5] - During the period of Henan state-owned assets' control, Zhongwei Electronics underwent two leadership changes, with Liu Yang becoming the chairman in March 2025 [5][6] Group 3 - The security industry has faced significant challenges, leading to poor performance for Zhongwei Electronics, which has reported losses in six out of the last seven years [6] - For the first three quarters of 2025, Zhongwei Electronics reported revenue of 71.1015 million yuan, a year-on-year decrease of 34.47%, and a net profit attributable to shareholders of -43.3178 million yuan, reflecting a 14.00% reduction in losses compared to the previous year [7]