8月12日，新三板挂牌公司天波信息（833839）公告披露，2025年6月3日，公司向北交所报送了向不特定合格投资者公开发 行股票并上市的申报材料，公司综合考虑企业自身发展战略、财务报告有效期等因素，经公司与中介机构审慎分析、综合 研判，公司决定申请撤回本次向不特定合格投资者公开发行股票并在北交所上市相关申请文件。截至天波信息公告披露 日，北交所官网并未披露天波信息公开发行相关申请文件。 天波信息1999年成立，2015年在新三板挂牌，主营业务为物联网智能终端产品及其解决方案的研发、生产及销售。 同行业可比公司包括中崎股份（833640）、易捷通（870259）、神思电子（300479）。 2022年度、2023年度、2024年度，公司营业收入分别为61,941.48万元、62,903.31万元和95,293.71万元；归属于挂牌公司股 东的净利润分别为2,369.72万元、2,958.73万元和4,740.72万元；归属于挂牌公司股东的扣非净利润分别为383.44万元、 2,969.92万元和4,640.67万元。 2025年第一季度审阅报告披露，2025年1-3月，公司营业总收入23,702.49万元，净 ...

Core Viewpoint - A total of 66 listed companies in the A-share market have announced plans for mid-term dividends for 2025, with notable contributions from companies like China Mobile, Ningde Times, and Cangge Mining, reflecting strong profit growth and a commitment to returning value to shareholders [1][2][4] Group 1: Dividend Announcements - China Mobile plans to distribute a mid-term dividend of RMB 2.5025 per share, amounting to approximately RMB 540.83 billion based on the exchange rate as of June 30, 2025, with a revenue of RMB 543.8 billion and a net profit of RMB 84.2 billion for the first half of 2025, marking a 5% year-on-year increase [1] - Ningde Times reported a revenue of approximately RMB 1788.86 billion and a net profit of about RMB 304.85 billion for the first half of 2025, with a year-on-year growth of 7.27% and 33.33% respectively, planning to distribute RMB 10.07 per 10 shares, totaling RMB 45.73 billion [1] - Cangge Mining achieved a net profit of RMB 1.8 billion for the first half of 2025, a 38.8% increase year-on-year, and plans to distribute RMB 10.00 per 10 shares, totaling approximately RMB 1.569 billion [2] Group 2: Notable Companies - Daodaquan, a leading company in the packaging of edible vegetable oils, reported a staggering net profit growth of 563.15% year-on-year, with a net profit of RMB 180.98 million and plans to distribute RMB 1.76 per 10 shares, totaling RMB 60.54 million [2] - Weisheng Information, a leader in the power IoT sector, reported a revenue of RMB 1.368 billion and a net profit of RMB 305 million for the first half of 2025, with a year-on-year growth of 11.88% and 12.24% respectively, planning to distribute RMB 2.5 per 10 shares, totaling RMB 122 million [3] - Zhongnan Media, a major publishing and media company, reported a net profit of RMB 369.44 million for the first half of 2025, with a year-on-year growth of 29.99%, planning to distribute RMB 1.00 per 10 shares, totaling RMB 179.6 million [3] Group 3: Industry Insights - The trend of companies announcing dividends is seen as a positive signal for investor confidence, indicating a shift in the market towards balancing financing and shareholder returns, encouraging more companies to prioritize dividends [4]

截至2025年8月11日15时，日海智能股价报14.49元，较前一交易日下跌0.47元，跌幅3.14%。当日开盘 价为14.43元，最高触及14.85元，最低下探至13.71元，成交量为103.06万手，成交额达14.71亿元。 日海智能主营业务涵盖通信设备、物联网及大数据等领域，公司注册地位于广东省深圳市。 资金流向方面，8月11日主力资金净流出1358.28万元，占流通市值的0.25%。近五个交易日主力资金累 计净流入4791.77万元，占流通市值的0.88%。 风险提示：股市有风险，投资需谨慎。 8月11日，日海智能发布公告称，公司股票在8月7日和8月8日连续两个交易日收盘价格涨幅偏离值累计 达到20%。 ...

Group 1 - The shareholder Jing Su International Limited plans to reduce its stake in Weimob Communication by up to approximately 9.2 million shares, accounting for about 2.0117% of the company's total share capital after excluding repurchased shares [2] - The shareholder Xinwei Consulting Limited also intends to reduce its holdings by up to approximately 9.2 million shares, representing the same percentage of 2.0117% of the total share capital after excluding repurchased shares [3] - Senior management member Peng Wei plans to reduce his stake by up to approximately 530,000 shares, which is about 0.1156% of the total share capital after excluding repurchased shares [3] Group 2 - For the fiscal year 2024, Weimob Communication's revenue composition is projected to be 99.39% from the Internet of Things (IoT) and 0.61% from other sources such as leasing [3]

Core Viewpoint - The company is expanding its presence in the European market through a dual-track model, which includes exporting library products via integrators and establishing a local team for technical support and project implementation [1] Summary by Relevant Sections Business Expansion - The company is adopting a dual-track approach to expand its European market presence, involving both exports through integrators and local team establishment for direct project engagement [1] - The European business is experiencing significant growth due to continuous improvement of library solutions, product iterations, and cost optimization [1] Sales and Partnerships - There has been an increase in product sales in the European market [1] - The company has reached a cooperation agreement with a public library group in France, with project implementation expected to be completed this year [1] - A framework contract and orders have been signed with a well-known university in France, with phased implementation planned over the next two years [1] Product Development - The company successfully launched an AI multi-in-one intelligent recommendation tool for libraries, with the Beta version already implemented [1] - Currently, the European business represents a small portion of the company's overall library business and is still in the market expansion phase [1] - The international business team will continue efforts to scale up operations in Europe [1]

Investment Strategy - China's satellite internet is entering a phase of intensive launches, with significant construction milestones approaching. The three major satellite plans are advancing, with StarNet and Yuanxin expected to drive demand in the industry chain. For instance, the China StarNet GW constellation completed its 7th launch on August 4, following two launches on July 27 and July 30, indicating a shift to a more frequent launch schedule [5][12][16] - The second half of the year will see catalysts for rocket and DTC applications, as the initial use of reusable rockets and the gradual establishment of launch sites will address infrastructure gaps. Companies like Starry Glory and Blue Arrow have announced plans to launch reusable rockets in 2025, and significant progress has been made in testing and construction of launch facilities [5][13][16] - The overseas satellite internet business is gradually achieving a closed loop, providing a feasible development path for China's satellite internet. Starlink, for example, has launched 8,046 satellites and has over 6 million active users, offering download speeds of 100 Mbps. SpaceX aims to launch its third-generation satellites by mid-2026, significantly increasing downlink and uplink capacities [5][14][15] Industry News - China successfully launched the low Earth orbit 07 group of satellites on August 4, marking the seventh batch of the China StarNet GW constellation. This launch, along with previous ones, demonstrates China's capability for high-density launches, with intervals of less than 120 hours between launches [5][16] - The Wenchang International Space City in Hainan is projected to achieve an operating income of 10 billion yuan by 2027, focusing on developing a complete commercial space industry chain and enhancing launch capabilities [5][17] - Huawei announced the full open-source of its CANN ecosystem, aiming to accelerate AI innovation and development. This move is expected to enhance Huawei's competitive edge in the AI hardware market [5][18] - OpenAI released its first open-source language model, GPT-OSS, which is designed to run on consumer devices. This development is anticipated to boost the application of large models and increase demand for edge computing and inference capabilities [5][19] Market Review and Focus - The communication sector saw a 1.41% increase this week, slightly underperforming compared to the Shanghai Composite Index, which rose by 2.11%. The satellite navigation and low-altitude economy indices showed strong performance, with increases of 7.08% and 4.78%, respectively [5][21] - Key stocks to watch in the satellite internet and commercial space chain include Aerospace Universe, Mengsheng Electronics, Tianyin Machinery, and others [5][25] - Long-term focus should include major operators like China Mobile, China Telecom, and China Unicom, as well as key equipment manufacturers and companies involved in satellite navigation and commercial space [5][25]

Group 1 - The company, Hejing Technology, focuses on the research, development, manufacturing, application, and services of IoT hardware and software, including smart controllers and smart information solutions [2] - Main products include smart controllers used in home appliances, automotive electronics, and other industries such as communications, industrial control, and emerging consumer electronics [2] - Smart information solutions and services encompass intelligent engineering projects and smart security businesses under the smart city initiative [2]

Group 1: Market Performance - The CSI Intelligent Electric Vehicle Index increased by 1.9% [1] - The CSI Consumer Electronics Theme Index rose by 1.8% [1] - The CSI Internet of Things Theme Index saw a rise of 1.7% [1] - The National Robot Industry Index grew by 1.5% [1] - The robot ETF E Fund (159530) recorded a net subscription of 67 million units in half a day [1] Group 2: ETF Focus Areas - The Robot ETF tracks the National Robot Industry Index, focusing on the robot industry, including core components and humanoid robots, which account for nearly 80% [3] - The Intelligent Electric Vehicle ETF tracks the CSI Intelligent Electric Vehicle Index, which covers various systems in the electric vehicle industry chain [3] - The Consumer Electronics ETF tracks the CSI Consumer Electronics Theme Index, focusing on AI hardware and related companies [3] - The Internet of Things ETF tracks the CSI Internet of Things Theme Index, emphasizing companies involved in information collection and transmission [3]

Core Viewpoint - The company is actively expanding its library RFID solutions into the European and North American markets, with significant developments in its European operations since 2023 [2]. Group 1: European Market Expansion - The company employs a dual-track approach to expand into the European market, utilizing integrators for product exports and establishing a local team for technical support and project implementation [2]. - European business has accelerated significantly due to continuous improvements in the overall library solutions, product iterations, and cost optimization [2]. - Specific achievements in Europe include increased product sales, a partnership with a public library group in France for project implementation this year, and a framework contract with a well-known university in France for phased implementation over the next two years [2]. Group 2: Product Development and Innovation - The company successfully launched an AI multi-functional intelligent recommendation tool for libraries, completing its Beta version implementation [2]. - The current contribution of European business to the overall library operations is still small, indicating that the company is in the market expansion phase [2]. - The international business team for libraries will continue to strive for business scale expansion [2].

Core Insights - A well-known private equity firm, Tongwei Investment, recently conducted research on a listed company, Yuanwanggu, focusing on its RFID technology applications and market strategies [1] Company Overview - Yuanwanggu's RFID technology is primarily used for electronic vehicle identification, featuring high-temperature resistance and anti-metal properties, which are essential for non-stop toll collection systems [1] - The company is advancing its "I+RFID" comprehensive upgrade to seize opportunities in the integration of artificial intelligence and the Internet of Things (IoT), aiming to enter the consumer IoT market [1] - Yuanwanggu has launched smart pet devices and plans to introduce them to the domestic market by 2026, although current revenue from this segment is low, with specific KPI targets set for the consumer IoT business [1] - The company possesses core technologies, innovation capabilities, advantages in the RFID industry chain, market entry, brand recognition, and capital [1] - In the smart cultural tourism sector, Yuanwanggu utilizes RFID/NFC technology, integrating R interaction and blockchain technology to provide smart tourism solutions, covering over 800 cultural tourism projects [1] - The specific revenue contribution for the first half of 2025 is expected to be disclosed on August 29, 2025 [1] Investment Management Firm Profile - Tongwei Investment, established in 1999, is an international private equity investment management company with a registered capital of 20 million yuan, primarily engaged in financial asset management [2] - The firm invests in capital markets across mainland China, Hong Kong, and foreign exchange markets, with a client base spanning Hong Kong, Japan, mainland China, and North America [2] - Tongwei Investment adheres to a philosophy of "value investment, risk control, and concentrated investment," achieving over 50 times net asset returns from 2001 to 2016 [2] - The firm has received various accolades, including being named one of the "Top Ten Private Equity Fund Management Institutions in China" for the 2007-2008 period and ranking highly in multiple performance metrics over the years [2]