截至午间收盘，中证智能电动汽车指数下跌0.3%，中证消费电子主题指数下跌0.6%，中证物联网主题指数下跌0.7%，国证机器人产业指数下跌0.8%。机器 人ETF易方达（159530）半日成交额近2亿元，截至昨日，该产品近一月"吸金"超20亿元，最新规模超42亿元、居同标的ETF第一。 消费电子ETF易方达 C 眼踪中证消费电子主题指数 该指数聚焦的AI硬件是目前 主要的智能终端品类,由业 务涉及元器件生产、整机品 牌设计及生产等消费电子相 关公司股票组成。 跟踪中证智能电动汽车指数 该指数聚焦的智能电动汽 车有望成为具身智能落地 的代表性方向之一，覆盖 动力系统、感知系统、决 策系统、执行系统、通讯 系统、整车生产等产业链 环节。 截至午间收盘 该指数涨跌 截至午间收盘 该指数涨跌 -0.6% 物联网ETF易方达 眼踪中证物联网主题指数 -0.3% 每日经济新闻 ...

Group 1 - The core viewpoint of the report is that due to the downward adjustment of industry valuation, the target price for Xiaomi Group-W (01810) has been lowered by 9% to HKD 70, which corresponds to adjusted net profit P/E ratios of 34.4 times and 25.1 times for the next two years, indicating a potential upside of 29.6% [1] Group 2 - The company is expected to achieve a revenue growth of 32.71% year-on-year in Q2, reaching RMB 117.97 billion, with adjusted net profit increasing by 64.84% to RMB 10.18 billion [1] - In the smartphone segment, due to intense competition in the low-price market, the average selling price (ASP) has slightly decreased year-on-year, leading to a 1.6% decline in smartphone revenue to RMB 45.79 billion, with a gross margin decrease of 0.6 percentage points to 11.5% [1] - The Internet of Things (IoT) segment is projected to see a revenue increase of 36% year-on-year in Q2, reaching RMB 36.39 billion, with a gross margin increase of 3.3 percentage points to 23% [1] - The internet services segment is expected to grow by 11% year-on-year in Q2, with revenue reaching RMB 9.18 billion, although the gross margin is expected to decline by 2.3 percentage points to 76%, maintaining a healthy overall level [1] - Additionally, the company is anticipated to deliver 81,000 units of the Xiaomi SU7 in Q2, generating revenue of RMB 25.92 billion, with a sequential gross margin increase of 1 percentage point to 24.2% [1]

该行预计，小米今年第二季收入同比增32.71%，至1179.67亿元人民币(下同)，经调整净利润同比增 64.84%至101.79亿元。手机业务方面，考虑低价市场竞争激烈，季度小米ASP同比微降，手机收入同比 降1.6%至457.92亿元，毛利率亦同比降0.6个百分点至11.5%。 物联网(IoT)第二季收入料同比增长36%至363.94亿元，毛利率同比增3.3个百分点至23%。互联网业务服 务板块收入于次季同比增11%至91.75亿元，毛利率同比降2.3个百分点至76%，整体维持健康水平。另 外，该行亦预计小米SU7第二季交付量8.1万台，对应收入259.2亿元。毛利率季比升1个百分点至 24.2%。 智通财经APP获悉，中金发布研报称，考虑到行业估值中枢下移，下调小米集团-W(01810)目标价9%至 70港元，对应今明两年34.4倍及25.1倍的经调整净利润市盈率，仍有29.6%的上行空间。维持"跑赢行 业"评级。 ...

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]

Core Insights - The company, Yuanwanggu (002161.SZ), is recognized as a leading player in the RFID sector and has developed application solutions specifically for clients in the maternal and infant product industry [2] - There is a growing demand for digital management across the entire supply chain in the maternal and infant sector, indicating potential market opportunities for the company [2] - Currently, the maternal and infant product-related business represents a small portion of the company's overall operations and has not yet significantly impacted its financial performance [2]

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]