据天眼查APP显示，上海龙旗科技股份有限公司成立于2004年10月27日，注册资本46938.1544万人民 币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至14:26，龙旗科技成交额12.58亿元，创2024年3月8日以来新高。最新股价上涨 3.19%，换手率10.31%。上一交易日该股全天成交额为8.27亿元。 ...

Core Viewpoint - 瑞声科技's stock price surged over 5% on December 2, reaching a peak of 7.2%, following a previous day's increase of 3.4%, driven by its role as the exclusive supplier of speakers and motors for the Doubao phone, an AI hardware initiative by ByteDance [1] Group 1: Company Developments - 瑞声科技 is positioned as a key player in the AI hardware market, supplying critical components for the Doubao phone, which features advanced capabilities such as visual understanding and voice interaction [1] - The company has established deep partnerships with several major players in the AI model sector, enhancing its market position [1] Group 2: Market Trends - In October, iPhone shipments in China increased by 37% year-over-year, with market share rising to 25%, marking the first increase since 2022 [1] - 瑞声科技 is a core supplier for the iPhone 17 Pro series, particularly in thermal management solutions, which are becoming increasingly important due to the rising demand for enhanced cooling performance in AI smartphones [1] Group 3: Future Projections - The demand for 瑞声科技's thermal products is expected to accelerate, with projected shipments reaching 150 million units by 2025 and anticipated sales revenue to triple this year [1]

板块题材方面，医药商业、福建、海南自贸区、旅游及酒店、AI手机、房地产、煤炭开采加工板块涨幅居前；能源金属、 游戏、教育、电池、稀土永磁、影视院线板块跌幅居前。 盘面上，AI手机概念股延续活跃，道明光学4连板，福蓉科技2连板。医药商业板块盘中拉升，海王生物5连板，人民同泰 涨停。福建本地股震荡走高，嘉戎技术、招标股份、平潭发展、榕基软件等股封板。此外，房地产、冰雪产业、煤炭等板块盘 中轮动。另一方面，电池材料方向多数调整，石大胜华、天际股份、海科新源、华盛锂电、天赐材料纷纷下跌。影视院线板块 同样回吐昨日部分涨幅，幸福蓝海、上海电影、中国电影跌幅居前。 三大指数早盘集体下跌，截至午盘，上证指数跌0.55%，深成指跌0.77%，创业板指跌0.88%，北证50跌0.29%。沪深京三 市半日成交额10560亿元，较上日缩量1807亿元。全市场超3900只个股下跌。 ...

每经AI快讯，12月2日，AI手机概念股延续活跃，道明光学4连板，福蓉科技（维权）2连板，中兴通 讯、传音控股、天音控股跟涨。 每经AI快讯，12月2日，AI手机概念股延续活跃，道明光学4连板，福蓉科技（维权）2连板，中兴通 讯、传音控股、天音控股跟涨。 ...

Group 1: New IPO Trends - In November 2025, the A-share market issued 10 new stocks, raising a total of 20.5 billion yuan, a 34% increase month-on-month[7] - The average fundraising rate for newly issued stocks was 94%, with a total of 19.7 billion yuan raised from 6 inquiry-based new stocks, marking a 34% increase from the previous month[10] - The average number of products participating in the inquiry for profitable new stocks on the Sci-Tech Innovation Board reached 8,150, a 32% increase from June, setting a new high for the year[21] Group 2: Market Performance - The average first-day closing price increase for new stocks in November was 208%, maintaining a "zero break" status since the beginning of the year[33] - The average first-day price-to-earnings (PE) ratio for new stocks was 36 times, with a 13% discount compared to comparable companies, indicating a narrowing valuation gap[11] - The average return for offline subscription products of 200 million yuan in the A1/A2/A3/B categories was 2.25%/2.20%/2.16%/1.98% respectively[34] Group 3: Regulatory and Market Dynamics - The average "acceptance-issuance" cycle for IPOs was 482 days, a 39% decrease month-on-month, indicating a shortening of the process[56] - As of the end of November 2025, there were 111 IPO projects in the A-share market with a total proposed fundraising of 189.4 billion yuan[56] - Risk factors include potential changes in the pace of IPO reviews, fluctuations in investor participation, and the quality/quantity of submitted projects[61]

ISG：AI基建需求爆发，技术壁垒筑牢优势。FY2026H1，公司ISG业务营业收入达83.8亿美元，同比增 长29.6%，受云基础设施业务/企业基础设施业务双重拉动。AI服务器业务受益于全球AI训练与推理需 求，上半财年收入实现高双位数同比增长。海神液冷表现亮眼，第一财季收入实现双位数同比增长，第 二财季收入进一步实现三位数同比增长，凭借超100项专利形成竞争壁垒，巩固集团在基础设施和高性 能计算领域的领导地位。 SSG：高利润业务再创新高，"即服务"模式有望放量。FY2026H1，公司SSG业务营业收入创历史新 高，达48.1亿美元，同比增长18.9%，经营利润率达22%。运营服务与项目解决方案收入占SSG业务比提 升至58.9%，创历史新高。TruScale平台订单量实现三位数同比增长，得益于设备即服务（DaaS）和基 础设施即服务（IaaS）的成功推进，公司有望持续升级垂直行业解决方案，提升客户粘性，巩固SSG利 润引擎。 考虑联想集团各项业务持续受益于AI浪潮，AIDC、AIPC、个人及企业智能体驱动业绩稳健增长，维 持"买入"评级。 东吴证券发布业绩点评报告，分析称联想集团三大业务集团协同发力，A ...

消息面上，据产业链消息，瑞声科技为豆包手机的扬声器和马达独家供应商，卡位语音交互、触感交互 等AI核心入口。豆包手机为字节跳动在AI硬件领域的首次公开尝试，具备视觉理解、图像创作、语音 交互等能力，可像人类操作手机完成复杂任务，其颠覆性的系统级AI整合与交互模式创新，受到市场 高度关注，或引发其他品牌升级热潮。瑞声科技此前已和海外多家大模型巨头深度绑定。 此外，10月iPhone在中国出货量较去年同期大增37%，市占率升至25%，为2022年以来首次。瑞声科技 是iphone 17Pro系列均热板等方案核心供应商，10月16日苹果公司COO考察了瑞声科技均热板模组工 厂。据行业消息，受益于AI手机对散热性能要求的提升，瑞声科技散热产品有望加速渗透到更多品类 产品。2025年出货量预计可达1.5亿件，销售收入今年预计翻三倍。 12月2日上午，瑞声科技(02018.HK)股价异动，涨幅超5%，最高飙升至7.2%；前一交易日该股已上涨 3.4%。 ...

智通财经APP获悉，甬兴证券发布研报称，联想(00992)Q2业绩超出市场普遍预期，AI成为核心增长引 擎。看好联想集团通过混合式人工智能战略推动业绩持续增长的发展潜力，维持"买入"评级。 具体分业务线来看： 高附加值服务带动SSG板块业绩增长。2025/26财上半年SSG解决方案与服务业务集团营收同比+19%， 营业利润率上升至22%，推动营业利润同比+28%。受高端附加服务带动，支持服务收入同比实现双位 数增长。托管服务和项目与解决方案服务在方案服务业务集团的收入占比58.9%。 AIPC持续推动IDG板块业绩增长。IDG智能设备业务集团实现营收1081亿元，同比增长12%。在第二财 季，个人电脑业务在全球范围内实现了25.6%的创纪录市场份额，同比增长1.8个百分点。 AI个人电脑的渗透率已升至总出货量的33%，同时在全球Windows AI个人电脑市场中以31.1%的份额巩 固了领先地位。AI基础设施驱动ISG板块业绩改善。ISG基础设施方案业务集团2025/26财年第二财季实 现营收约293亿元，同比提升24%，其中AI基础设施营收显著跃升。主要由于人工智能基础设施需求的 上升、新的通信服务提供商（ ...

安联锐视12月2日披露，截至11月30日公司股东户数为4708户，较上期（11月20日）减少691户，环比降 幅为12.80%。这已是该公司股东户数连续第7期下降。 证券时报·数据宝统计，截至发稿，安联锐视最新股价为69.40元，下跌0.19%，本期筹码集中以来股价 累计上涨1.09%。具体到各交易日，4次上涨，4次下跌。 融资融券数据显示，该股最新（12月1日）两融余额为3.89亿元，其中，融资余额为3.89亿元，本期筹码 集中以来融资余额合计增加661.81万元，增幅为1.73%。 公司发布的三季报数据显示，前三季公司共实现营业收入3.34亿元，同比下降39.63%，实现净利润 1516.66万元，同比下降79.85%，基本每股收益为0.2175元，加权平均净资产收益率19.62%。（数据 宝） （文章来源：证券时报网） ...

Core Viewpoint - The Hong Kong stock market saw a continued rise in Apple-related stocks, driven by positive supply chain news regarding the upcoming iPhone Fold, which is expected to be released by the end of next year [1] Group 1: Stock Performance - AAC Technologies (瑞声科技) rose over 4.21% to a price of 39.560 [2] - BYD Electronics (比亚迪电子) increased by 2.96% to 34.800 [2] - Hon Teng Precision (鸿腾精密) saw a rise of 2.81% to 5.120 [2] - Q Technology (丘钛科技) gained 2.41% to 9.780 [2] - Lens Technology (蓝思科技) increased by 2.06% to 25.760 [2] - Sunny Optical Technology (舜宇光学科技) rose by 1.41% to 68.400 [2] - GoerTek (高伟电子) saw a slight increase of 1.13% to 30.340 [2] Group 2: Product Development - Apple's first foldable phone, the iPhone Fold, has entered the Engineering Validation Test (EVT) and pre-production stages, with only minor design adjustments remaining [1] - Recent supply chain reports indicate that component manufacturers are already in a state of readiness, suggesting that the final design of the iPhone Fold is largely confirmed and a release is highly probable next year [1]