新疆北疆某县应急广播系统的升级，并非简单的 "设备替换"，而是基于当地特殊地理与气候环境的 "定制化技术解决方案"。该地区对传输设备的要求远超 普通平原地区，具体可概括为 "三高一广"： 传统无线传输设备（如普通物联网卡、WiFi 模块）无法满足上述要求：普通物联网卡仅支持单网，低温下宕机；WiFi 模块覆盖半径≤1 公里，风沙易导致信 号衰减。因此，定向物联网网卡成为唯一适配的传输方案，其核心技术特性与新疆某地的需求高度契合。 （一）硬件技术：抗逆设计适配极端环境 1. 工业级封装与材质 1. 低功耗电源管理 1. 多频段与多运营商支持 1. 远程运维与监控 1. 高耐候性：需耐受 - 40℃极端低温（冬季牧区）、40℃高温（夏季戈壁）、15m/s 风沙（春秋季），设备故障率需控制在 5% 以下； 2. 高可靠性：灾害时（地震、暴雪导致基站断电）需持续工作，续航≥72 小时，信号中断时间≤10 分钟； 3. 高精准性：应急信息需定向传输，避免无关数据占用带宽，传输时延≤10 分钟； 4. 广覆盖性：需覆盖山区（坡度＞30°）、牧区（半径 5 公里无基站）等传统盲区，覆盖率≥95%。 采用 IP68 防尘防水 ...

Group 1 - The China Securities Intelligent Electric Vehicle Index increased by 2.2%, while the National Securities Robotics Industry Index rose by 1.9% [1] - The China Securities Consumer Electronics Theme Index saw a rise of 1.0%, and the China Securities Internet of Things Theme Index increased by 0.5% [1] - The robot ETF managed by E Fund (159530) experienced a net subscription of nearly 600 million units in half a day, with a total net inflow of approximately 900 million yuan over the past five trading days [1] Group 2 - The Internet of Things ETF managed by E Fund tracks the China Securities Internet of Things Theme Index, which focuses on companies involved in information collection, transmission, and IoT applications [4] - The rolling price-to-earnings ratio of the Internet of Things Index is 33.5 times, with a valuation percentile of 52.2% since its inception in 2015 [4]

Core Insights - Youfang Technology's stock increased by 5.2% to 70.87 CNY per share, with a trading volume of 201 million CNY and a turnover rate of 3.18%, resulting in a total market capitalization of 6.584 billion CNY [1] Company Overview - Youfang Technology, established on October 18, 2006, and listed on January 23, 2020, is located in Longhua District, Shenzhen, Guangdong Province. The company specializes in the research, production (via outsourcing), and sales of IoT wireless communication modules, terminals, and solutions [1] - The revenue composition of Youfang Technology is as follows: cloud products and services 82.17%, wireless communication modules 15.06%, wireless communication terminals 2.07%, raw materials 0.43%, system communication solutions 0.09%, rental income 0.08%, technical services 0.07%, and other income 0.02% [1] Shareholder Insights - Yongying Fund's "Yongying Digital Economy Smart Selection Mixed Fund A" (018122) entered the top ten circulating shareholders of Youfang Technology in Q2, holding 2.65% of the circulating shares with 2.4368 million shares. The estimated floating profit today is approximately 8.5287 million CNY [2] - The fund was established on April 10, 2023, with a current size of 235 million CNY. Year-to-date returns are 75.49%, ranking 228 out of 8244 in its category, while the one-year return is 150.4%, ranking 44 out of 8080 [2] Fund Holdings - Yongying Digital Economy Smart Selection Mixed Fund A (018122) holds 2.4368 million shares of Youfang Technology, representing 8.44% of the fund's net value, making it the third-largest holding. The estimated floating profit today is around 8.5287 million CNY [3]

哪些企业能享受"研发费用加计扣除"？ 研发费用加计扣除政策是国家为激励企业科技创新、推动产业升级实施的重要税收优惠政策，对企业降 低研发成本、增强创新活力作用显著。近期，国家税务总局曝光多起违规骗取该政策优惠的偷税案件， 为广大企业规范享受税收优惠释放了强烈警示信号。政策红利如何应享尽享？合规底线又该如何守住？ 针对企业在政策适用中高频关切的上述热点问题，多位财税专家和税务干部进行了系统解读。 针对企业对自身资质能否享受政策的疑虑，江西财经大学财税研究中心主任席卫群表示，政策适用的核 心与企业规模无关，关键在于"研发行为真实性"和"研发费用核算归集的准确性"。根据《财政部 国家 税务总局 科技部关于完善研究开发费用税前加计扣除政策的通知》(财税〔2015〕119号，以下简称 《通知》)规定，除负面清单行业外，会计核算健全、实行查账征收且能准确归集研发费用的居民企业 均可享受优惠；此外，为获得创新性、创意性、突破性的产品进行创意设计活动的企业，相关费用也能 加计扣除。 那么，什么是研发费用加计扣除？席卫群介绍，企业为开发新技术、新产品、新工艺所发生的研究开发 费用，在计算企业所得税应纳税所得额时，可在实际发生额 ...

Group 1: Company Overview and Strategy - The company has clarified its strategic goal of "AI + IoT," focusing on AIoT platforms and modular applications for smart space solutions [1] - The AIoT intelligent control platform V7 has been launched, optimizing energy consumption and integrating domestic large language models for innovative applications [1] - The company has established an "AI + IoT" open laboratory, collaborating with 9 universities and numerous startups to co-create AI applications [2] Group 2: Financial Performance - In the first half of 2025, the company achieved a revenue of 990 million CNY, with a net loss of 88.76 million CNY due to fluctuations in downstream demand and project delays [1] - The AIoT platform product signing amount increased from 7.97 million CNY to 25.04 million CNY, a growth of 214.35% year-on-year [2] - The revenue from AIoT platform products rose from 10.87 million CNY to 13.56 million CNY, marking a 24.77% increase year-on-year [2] Group 3: Market Position and Client Base - By the end of 2024, the company had served 57 out of 93 large manufacturing listed companies in Shenzhen, achieving a coverage rate of 61.3% [2] - The company has also served 153 listed companies with a market value exceeding 50 billion CNY, with a coverage rate of 56.9% [2] Group 4: Business Segments and Revenue Distribution - In the first half of 2025, the revenue distribution was as follows: enterprise parks 48%, hospitals 39%, and rail transit and data centers 13% [8] Group 5: Competitive Strategy - The company leverages its AIoT platform, 30 years of industry experience, and a carbon-neutral demonstration site to maintain a competitive edge [9] - The marketing strategy has shifted from independent marketing to cross-departmental collaborative marketing to enhance service capabilities [10]

近年来，宠物经济的热度持续攀升，宠物用品消费甚至被称为"第二母婴产业"。除了常规宠物用品，智能宠物硬件品类成为增速最快的细分赛道之一—— 全球市场研究和咨询公司 Future Market Insights 的数据显示，2024 年全球宠物智能用品市场规模将接近 60 亿美元，预计在 2024 年至 2034 年间将以 19.5% 的年复合增长率增长。 不断增长的市场需求，也驱动智能宠物硬件品类的快速扩展：从基础照护类（如智能喂食器、饮水机、自动清洁猫砂盆）到健康监测类（可穿戴项圈、定 位追踪器、体征监测设备）；从互动陪伴类（智能摄像头、陪伴机器人、投食互动玩具）到安全管理类（电子围栏、智能门禁、走失防护设备）等……种 类繁多的新式硬件从"吃、喝、拉、玩、安"多个维度覆盖了宠物的日常生活场景，而这种趋势则为智联网（AIoT）模组及解决方案企业带来了新的机 遇。 直击行业痛点的差异化能力成为关键 宠物硬件的普及不仅是硬件制造的竞争，更是连接、数据与智能的深度融合，对模组/解决方案企业而言，单纯提供"通信"已远远不够，差异化能力正成 为未来竞争的关键。 ①多模态能力：让设备"读懂"宠物 传统的单一传感器往往只能获 ...

Core Viewpoint - The company is focused on providing wireless IoT devices and comprehensive solutions, supporting mainstream positioning systems such as GPS, Beidou, Galileo, and GLONASS [1] Group 1: Company Overview - The company has developed a smart terminal matrix for two-wheeled vehicles, which covers multiple models [1] - Products are widely compatible with various two-wheeled transportation tools, including electric bicycles, electric motorcycles, fuel motorcycles, shared scooters, shared bicycles, and E-bikes [1] Group 2: Technology and Certification - The core technology utilized in the company's two-wheeled vehicle IoT smart terminals includes triple positioning technology: Beidou, GPS, and LBS [1] - Electric vehicles equipped with the company's two-wheeled IoT smart terminals have passed the new national standard certification [1]

Core Insights - The visit by Liu Zhenmin, China's Special Envoy for Climate Change, to Jiahua Technology's IoT Big Data Center highlights the government's emphasis on digital development in the context of the "dual carbon" strategy [1][2] - Jiahua Technology has been recognized for its advanced technological capabilities and extensive data reserves, which are crucial for supporting the national "dual carbon" goals [1][2] Group 1: Company Achievements - Jiahua Technology has actively participated in the national "dual carbon" initiative, managing three core systems that cover the entire lifecycle of carbon dioxide and non-carbon greenhouse gases [2] - The company has launched a green low-carbon enterprise empowerment platform, which has been selected as one of the first national data projects by the National Development and Reform Commission, providing SaaS-based services to thousands of government departments and key enterprises [2] Group 2: Technological Innovations - Jiahua Technology's "data factory" system integrates five core technologies: AI, blockchain, cloud computing, big data, and IoT, offering comprehensive solutions for carbon monitoring, management, trading, and data asset management [1][2] - The company aims to enhance its role in digital and green transformation, contributing to the national strategy of "green development, digital economy, and new productivity" [2]

证券日报网讯移远通信（603236）9月26日在互动平台回答投资者提问时表示，物联网行业技术迭代迅 速，应用场景不断拓展。公司必须前瞻性地布局前沿技术以增强核心竞争力。同时公司也在加强对研发 项目的精细化管理与考核。公司会通过业务拓展和运营效率优化，努力提升公司盈利水平。 ...

Core Viewpoint - The company has decided to terminate the plan for a simplified procedure to issue shares to specific targets for the year 2025, which was initially aimed at raising up to 300 million yuan [2] Group 1 - The company had previously approved the issuance of shares at meetings held on April 24 and May 20, 2025, with a total fundraising target not exceeding 300 million yuan [2] - Despite efforts from the board, management, and intermediaries to advance the share issuance, the company concluded that various factors, including current circumstances and future development plans, warranted the termination of the issuance [2] - The company reassured that the termination of the share issuance will not adversely affect its production operations or business development, and it will continue to promote stable and high-quality growth [2]