泓浒（苏州）半导体科技有限公司成立于2016年，是一家致力于国产化半导体晶圆传输设备及关键零部 件研发、生产和销售的高新技术企业，产品主要包括设备前端模块（EFEM）、晶圆传片机 （Sorter）、真空传送平台（VTM）及半导体核心精密传输部件——晶圆传送机器人等。可为晶圆制造 厂、芯片制造商、半导体设备制造商以及先进封装线提供行业领先的晶圆自动传输技术、设备、整体解 决方案。 苏州茹声电子有限公司专注于汽车电子功放系统、新能源汽车行人警示安全系统以及基于ASIC芯片构 建的纯数字音频集成电路等各类电子声学产品的研发、设计与制造工作。公司具备先进的全制程智能制 造技术，且配备了完备的智能制造执行系统（IMS）。通过WMS（物料仓储管理系统）、SMT（贴装 生产管理系统）、SFI（车间信息管理系统）的协同运作，能够实现从物料下单、收料、检验、入库、 出库，到生产、装配、包装出货的全流程精细化管理与精准追踪，全方位做到防错防呆。 此外，苏州艾克夫电子有限公司获批苏州市第二十九批市级企业技术中心。该公司成立于2004年，是一 家集铝/锌合金零件压铸、精密机加、部件组装于一体的高新技术企业，拥有加工中心、车铣中心、上 ...

豪恩汽电公告，公司于2026年1月14日收到深圳证券交易所上市审核中心出具的《关于深圳市豪恩汽车 电子装备股份有限公司申请向特定对象发行股票的审核中心意见告知函》。深交所上市审核中心对公司 向特定对象发行股票的申请文件进行了审核，认为公司符合发行条件、上市条件和信息披露要求，后续 深交所将按规定报中国证券监督管理委员会履行相关注册程序。公司本次向特定对象发行股票事项尚需 经中国证监会同意注册后方可实施，最终能否获得中国证监会作出同意注册的决定及其时间尚存在不确 定性。 ...

（文章来源：证券日报） 证券日报网讯 1月14日，英唐智控在互动平台回答投资者提问时表示，公司与欧摩威汽车电子（长春） 有限公司签署了《战略合作框架协议》，该协议主要涉及LBS（LaserBeamScanning，激光束扫描）车 载智能光应用商业化落地和未来发展，欧摩威拟将其LBS项目的MEMS芯片的定制开发以及模组生产等 工作交由公司完成，双方合作旨在加速LBS投影技术从研发向车规级商业化落地的跨越，并推动智能汽 车光学交互场景的规模化应用。如有具体落地项目达到信披标准，公司将根据信息披露规则的要求进行 披露。 ...

来源：新浪财经 日前，德赛西威发布公告称正筹划发行H股并在香港联交所上市，公司明确表示此举旨在"推进国际化 战略布局，提升公司品牌国际影响力，加快海外业务拓展"。 华为作为智能汽车领域的强力竞争者，其乾崑智驾系统已对传统汽车电子供应商形成压力。德赛西威在 投资者互动平台上，被直接问及"华为等竞争对手在15-20万车型的价格战是否冲击公司毛利"。 智能驾驶芯片市场的竞争格局也在迅速演变。根据高工智能汽车的梳理，该市场主要包括五类玩家，即 地平线、黑芝麻智能等国内初创企业；华为、寒武纪行歌等本土芯片跨界玩家；英伟达、高通等消费电 子芯片巨头。 在30万元以下车型市场（占整体市场超过80%），本土智驾芯片厂商正借助行泊一体的火热势头，以功 能配置和高性价比优势，逐步攻占15万级车型市场。 德赛西威正面临汽车行业价格战向上游传导的压力。投资者直接询问公司"华为等竞争对手在15-20万车 型的价格战是否冲击公司毛利"，反映出市场对行业竞争加剧的担忧。 主机厂自研趋势构成了另一重挑战。德赛西威在机构研报中被提示需警惕"主机厂客户自研风险"。特斯 拉、比亚迪、蔚来和小鹏等车企均已涉足芯片自研。 随着城市NOA（自动导航辅助 ...

北京商报讯（记者 马换换 李佳雪）1月13日，上交所官网显示，芜湖埃泰克汽车电子股份有限公司（以 下简称"埃泰克"）主板IPO将于1月20日上会迎考。 本次冲击上市，埃泰克拟募集资金约15亿元，扣除发行等费用后，公司拟按照轻重缓急投资于埃泰克年 产500万件汽车电子项目、伯泰克汽车电子生产基地扩建项目、埃泰克研发中心建设项目、伯泰克研发 中心建设项目和补充流动资金等。 据悉，埃泰克是一家汽车电子智能化解决方案提供商，主要从事汽车电子产品的研发、生产及销售，同 时为客户提供汽车电子EMS和技术开发服务，产品覆盖车身域、智能座舱域、动力域以及智能驾驶域 四大核心功能域。公司主板IPO于2025年6月20日获得受理，2025年7月16日进入问询阶段。 ...

中国经济网北京1月13日讯 据上交所网站消息，上海证券交易所上市审核委员会定于2026年1月20 日召开2026年第2次上市审核委员会审议会议，届时将审议芜湖埃泰克汽车电子股份有限公司（以下简 称"埃泰克"）的首发事项。 埃泰克的保荐机构为华泰联合证券有限责任公司，保荐代表人为支音、刘森。 (责任编辑：徐自立) 招股书显示，埃泰克拟在上交所主板上市，募集资金150,000.00万元，用于埃泰克年产500万件汽 车电子项目、伯泰克汽车电子生产基地扩建项目、埃泰克研发中心建设项目、伯泰克研发中心建设项 目、补充流动资金。 截至招股说明书签署日，公司股东芜湖佳泰以及澳洲埃泰克同受CHENZEJIAN控制。芜湖佳泰、 澳洲埃泰克直接持有公司27.77%的股份，芜湖佳泰为员工持股平台顺泰投资、伯泰克企管、宜泰企 管、泽创企管、芜湖易泰的执行事务合伙人，同时芜湖佳泰与顺泰投资、伯泰克企管、宜泰企管、泽创 企管、芜湖易泰、沈嵘、LUOCHANGAN等7名股东签署《一致行动人协议》，约定在提出议案或行使 表决权时，其他一致行动人同意无条件支持芜湖佳泰的决定，芜湖佳泰通过前述一致行动关系间接控制 公司6.59%的表决权。截至本 ...

Core Viewpoint - The global consumer electronics market is entering a new recovery cycle driven by AI, presenting structural growth opportunities in the optical lens sector, highlighted by the IPO application of Lijing Innovation Technology Co., Ltd. [1] Group 1: Company Overview - Lijing Innovation, founded in 2018, has become the largest supplier of camera modules for consumer electronics in China and has entered the supply chains of major global smartphone brands like Apple and Huawei [1] - The company has raised over 5.24 billion RMB prior to its IPO, with notable investors including Hillhouse, Sequoia, IDG, and CICC [1] - By June 2025, Lijing is valued at 22.5 billion RMB and is listed in the Hurun Global Unicorn List [1] Group 2: Financial Performance - From 2022 to 2024, Lijing's revenue is projected to grow from 12.75 billion RMB to 27.91 billion RMB, doubling in size, while net profit is expected to increase from 689 million RMB to 1.05 billion RMB, a 53% growth [2] - In the first half of 2025, the company reported a 53.4% year-on-year revenue growth to 14.19 billion RMB and a net profit increase of 101.5% to 554 million RMB [2] Group 3: Market Position and Competition - Lijing is ranked second globally in the camera module sector for consumer electronics, and first among Chinese manufacturers, with significant market share in high-end smartphone camera modules [8][9] - The company has established a strong position in emerging fields such as automotive electronics and smart office applications, with over 320 global clients [9] Group 4: Customer and Supplier Concentration - The company has a high customer concentration, with the top five clients accounting for 90.7% of revenue in 2022, decreasing to 89.0% in the first half of 2025, while the largest client contributes 67.6% of revenue [4] - Supplier concentration is also notable, with the top five suppliers accounting for 56.5% of procurement in 2024, increasing to 45.9% in the first half of 2025 [5] Group 5: R&D and Growth Strategy - Lijing has significantly increased its R&D spending from 618 million RMB in 2022 to 1.09 billion RMB in 2024, with 689 million RMB spent in the first half of 2025 [4] - The company has pursued a series of acquisitions to expand its business, including entering Apple's supply chain and enhancing production capabilities for high-end optical lenses [4] Group 6: Industry Trends - The consumer electronics market is experiencing a recovery driven by AI, with a projected market size of approximately 79 billion USD for precision optical solutions by 2024, growing at a CAGR of 2.9% from 2020 to 2024 [6] - The market for AI-related consumer electronics is expected to exceed 76.4 billion USD by 2029, with a projected CAGR of 32.4% from 2025 to 2029 [6]

Core Viewpoint - Tianhai Automotive Electronics Group Co., Ltd. is set to undergo its initial public offering (IPO) review by the Shenzhen Stock Exchange on January 16, 2026, aiming to leverage capital markets for growth and innovation [1][2]. Group 1: IPO and Funding - The company plans to raise approximately 2.46 billion yuan through its IPO, which will be allocated to various projects including connector technology upgrades, harness production bases, and smart transformation initiatives [2][3]. - The funding will enhance the company's R&D capabilities, increase production intelligence and information technology levels, and expand existing production capacity [2][3]. Group 2: Financial Performance - Over the past fifty years, the company has established itself as a leading domestic brand in automotive wiring harnesses and connectors, maintaining stable revenue and net profit growth [4]. - The company's revenue figures for 2022 to 2025 show a compound annual growth rate (CAGR) of 23.47%, with revenues of 821.48 million yuan in 2022, 1.15 billion yuan in 2023, and 1.25 billion yuan in 2024 [4]. Group 3: Future Strategy - The company aims to enhance its vertical integration and smart manufacturing capabilities while pursuing international market and talent strategies [5]. - The goal is to become a top-tier global supplier of automotive electronic and electrical systems, providing comprehensive solutions to enhance customer experiences [5].

Group 1: Company Overview and Strategic Plans - The company is planning a Hong Kong IPO to tap into the global electric smart vehicle industry's growth cycle, which is seen as a necessary step for core enterprises in China's supply chain to expand internationally [2][4] - The Hong Kong market offers unique advantages such as high internationalization and diverse investor structures, which can facilitate the company's global business layout [4] - The IPO aims to achieve three core values: building an international capital cooperation platform, enhancing brand international influence, and creating efficient cross-border financing channels [4] Group 2: Business Development and Innovations - The company's autonomous vehicle business focuses on cost reduction, business model innovation, and urban experience, covering key areas such as vehicle design and core software/hardware development [4] - The autonomous driving algorithms are self-developed and integrated with the company's existing technology, showcasing strong capabilities in technical collaboration and practical application [4] - The trend of integrated cockpit and driving systems is becoming more pronounced, with the company's 8775 integrated solution expected to optimize costs and enhance performance compared to non-integrated solutions [4]

Group 1: CES 2026 Overview - CES 2026, known as the "Spring Festival of Technology," is held from January 6 to 9 in Las Vegas, serving as a window to global technology trends and a focal point for the AI industry chain [1] - The event highlights three major trends in AI hardware commercialization: the comprehensive upgrade of computing power, the accelerated popularization of AI and smart hardware, and the intensifying competition in automotive intelligence [4][13] Group 2: AI Trends and Developments - The first trend is the comprehensive upgrade of computing power, with leading manufacturers releasing new AI chips for PCs, mobile devices, and edge computing, providing a solid performance foundation for terminal AI applications [4][13] - The second trend is the rapid commercialization of AI and smart hardware, with AI PCs, AI glasses, and AI robots becoming focal points, and predictions suggest 2026 may be a pivotal year for humanoid robots [4][13] - The third trend is the fierce competition in automotive intelligence, with smart cockpits, advanced autonomous driving, and software-defined vehicles becoming key exhibition highlights, indicating deep integration of AI into the next generation of smart mobility [4][13] Group 3: Investment Insights - The acceleration of cutting-edge technologies at CES is enhancing market confidence in the Hong Kong tech sector, supported by foreign capital movements, valuation levels, and macroeconomic conditions [6][16] - International institutions are increasingly focusing on Chinese tech assets, with Goldman Sachs predicting that China's GDP growth in 2026 will exceed market expectations, recommending overweight positions in A-shares and Hong Kong stocks [7][17] - As of January 6, 2026, the dynamic P/E ratio of the Hang Seng Tech Index is 26.18, below its historical average of approximately 28.08, indicating a favorable valuation compared to global tech indices [8][18] Group 4: Capital Flows and Market Dynamics - In 2025, net inflows from southbound funds reached a record 1,404.845 billion HKD, with significant investments concentrated in core assets of the Hong Kong tech sector [8][18] - Foreign investments in Chinese assets through ETFs have seen a net inflow of 83.1 billion USD since 2025, with the tech sector receiving the most attention, totaling 9.5 billion USD [8][18] - The macroeconomic environment is favorable for tech stocks, with expectations of continued monetary easing in both the U.S. and China, which may attract further capital inflows into the Hong Kong market [9][19]