Group 1 - A new company, Changsha Leyu Xinghe Education Technology Development Co., Ltd., has been established with a registered capital of 1 million RMB [1] - The legal representative of the company is Zhou Lang [1] - The company's business scope includes various artificial intelligence (AI) related services and products, such as AI hardware sales, software development, and intelligent robot sales [1] Group 2 - The company is involved in the development and sales of wearable smart devices and health consulting services [1] - It also offers services related to the Internet of Things (IoT) technology and information system integration [1] - The company is positioned to engage in both domestic trade and technology import/export activities [1]

第三次到访中国的Jerry在航班落地深圳后，打开背包，拿出身份证大小的"黑科技"设备熟练地接入手机 ——境内外网络快速切换，信号图标出现。他从容地回复各类信息并向好友报平安。 Jerry使用的跨境联网神器是深企新讯集团研发、推出的国际随意联产品。这类便携式、随意联产品，正 在悄然改变跨境文旅、商贸、访问等国际出行的联网体验。 Jerry介绍，自己经常出国交流和旅行，对流量的需求量很大。过去，每到一个国家，需要办理当地的号 码或开通漫游服务，麻烦且价格高。"这个（以便携式网络设备为载体的"国际随意联"产品）很方便， 联网像喝水一样简单，在50多个国家和地区能用。"Jerry幽默地说道。 技术破局联网更"丝滑" 随着跨境免签"朋友圈"不断扩大、出入境政策不断优化以及各类大型展览、赛事的落地，今年以来我国 出入境数据呈爆发式增长。与此同时，跨境联网需求也随着大增。然而，跨境联网面临传统国际漫游价 格高昂、本地SIM卡需前往运营商营业厅现场办理、公共WiFi存在安全隐患且覆盖面不足等诸多难题。 为解决跨境上网痛点问题，新讯集团采用联通提供的"一卡双号"连接技术，以便携设备为载体，搭配平 台服务，推出国际随意联产品，为 ...

（文章来源：证券日报） 证券日报网讯 8月7日晚间，远望谷发布公告称，公司2025年第三次临时股东大会审议通过了《关于无 需编制前次募集资金使用情况报告的议案》《关于2025年度以简易程序向特定对象发行A股股票摊薄即 期回报的风险提示及采取填补措施和相关主体承诺的议案》。 ...

Group 1 - The company, Yuanwanggu (002161), reported that as of July 31, 2025, the total number of shareholders is 85,761 [1]

远望谷（002161.SZ）8月7日在投资者互动平台表示，公司的 RFID 技术已形成针对母婴产品类客户的 应用方案。目前，该类业务在公司整体业务中占比尚低，暂未对公司业绩构成显著影响。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：您好！作为国内RFID领军企业，远望谷在智慧物联领 域积累深厚。注意到母婴行业对产品全链路（生产至消费）数字化管理的迫切需求，请问公司是否有战 略规划或已布局基于RFID技术的母婴产品智慧运营平台？作为投资者十分关注公司在该领域的拓展。 ...

Core Viewpoint - 招银国际 has slightly raised Xiaomi's target price by 0.1%, from HKD 65.91 to HKD 66, while maintaining a "Buy" rating [1] Financial Performance - Xiaomi is expected to announce its Q2 2025 results in mid-August, with predictions indicating a strong quarter, with revenue and adjusted net profit expected to grow by 32% and 66% year-on-year, reaching RMB 117 billion and RMB 10.3 billion respectively, slightly below market expectations [1] - The adjustments in the forecast for the fiscal years 2025-2027 reflect an increase of 6-11% in adjusted net profit, driven by enhanced momentum in the electric vehicle and IoT sectors [1] Business Drivers - Key drivers for profit growth include robust smartphone sales, strong demand for electric vehicles, and solid performance in the IoT business supported by China's subsidy policies, along with stable gross margins across various business segments [1]

Core Insights - CES Asia 2025 is entering a critical phase of preparation, with a significant increase in participation from global tech companies, particularly for the closed-door negotiation meetings, highlighting its importance as a core B2B platform in the tech industry [2][3] - The registration for the closed-door meetings has exceeded expectations, leading the organizers to extend the review period to ensure thorough evaluation of each applicant [2] - Asian companies, especially from China, Japan, and South Korea, dominate the applicant pool, seeking international collaboration to enhance their global presence [2] - Companies from Europe and the US are also participating, bringing advanced technologies and innovative ideas to explore opportunities in the Asian market [2] Industry Trends - In addition to popular sectors like artificial intelligence and the Internet of Things, emerging fields such as quantum computing, brain-computer interfaces, and green energy are also seeing active participation [3] - A European company focused on quantum computing emphasized the growing demand for this technology in the Asian market and aims to find suitable partners through the event [3] - To accommodate the high demand, the organizers plan to increase the number of closed-door meetings and optimize the negotiation process, enhancing efficiency and support for participating companies [3] - The success of CES Asia 2025 reflects the global tech industry's recognition of the Asian market and underscores the event's role in fostering technological exchange and collaboration [3]

远望谷（002161.SZ）8月7日在投资者互动平台表示，远望谷智能 APP 计划于 9 月份在国内各大应用市 场正式上架，同时，公司计划于 2026 年在国内市场推出智能宠物设备。后续相关动态我们将持续更 新。 每经AI快讯，有投资者在投资者互动平台提问：有了解到贵公司打造AI agent赋能的智能宠物硬件设 备，并持续推动形成硬件 AI 生态的全周期运营模式，相关智能宠物设备及APP已经在海外上线发售。 请问有计划在国内上线发售吗 （文章来源：每日经济新闻） ...

Core Viewpoint - Citigroup's report indicates that Xiaomi is expected to announce its Q2 performance on August 19, with overall performance aligning with expectations, despite a seasonal decline due to high base effects from Q1 [1] Financial Performance - Citigroup anticipates adjusted net profit to reach 10.4 billion yuan, representing a year-on-year growth of 68% but a quarter-on-quarter decline of 3% [1] - The quarter-on-quarter decline is attributed to a decrease in average selling price and gross margin of smartphones, along with increased operating expenses [1] Business Segments - Xiaomi's total revenue and IoT (Internet of Things) and electric vehicle (EV) business revenues are expected to hit record highs [1] - Citigroup has lowered its smartphone shipment forecast for 2025-2026 by 2 million units and reduced gross margin forecasts by 0.5 percentage points [1] - Despite market concerns regarding price competition and reduced subsidy effects, Citigroup believes the fundamentals of Xiaomi's IoT business remain robust [1] - For the EV business, while there are concerns about the ramp-up of second-phase production capacity, Citigroup maintains its original forecasts, expecting continued upward trends in average selling price and gross margin [1] Investment Outlook - Citigroup has slightly adjusted its target price to 69 HKD while maintaining a "Buy" rating, asserting that the long-term growth logic remains unchanged [1] - Short-term catalysts include Q3 earnings guidance, expansion of EV second-phase production capacity, the launch of the Xiaomi 16 series, and the introduction of new electric vehicles [1]

Core Viewpoint - Xiaomi Group's stock has dropped over 4%, currently trading at 51.6 HKD, with a trading volume of 7.465 billion HKD. The decline comes despite an increase in electric vehicle deliveries, which exceeded 30,000 units in July due to enhanced production capacity [1]. Group 1: Electric Vehicle Performance - Xiaomi's electric vehicle deliveries in July surpassed 30,000 units, attributed to increased production capacity [1]. - The second phase of Xiaomi's Beijing factory is set to commence production, with new capacity being planned [1]. - Projections indicate that Xiaomi's electric vehicle sales could reach between 400,000 to 500,000 units by 2025, and potentially exceed 800,000 units by 2026 [1]. Group 2: Market Analysis and Forecasts - Nomura has raised Xiaomi Group's target price by 79% to 61 HKD based on SOTP valuation, but downgraded its rating from "Buy" to "Neutral" due to limited upside potential [1]. - Future challenges for the group include lower-than-expected smartphone shipments, high sales base for IoT products since the second half of 2024, and elevated market expectations for the electric vehicle segment [1]. - Jefferies noted a significant slowdown in the average selling price growth of Xiaomi's flagship smartphones in Q2 compared to Q1, indicating potential pressure on the company's Q2 performance due to weak smartphone demand and high inventory levels [1].