Core Insights - Yunliwu officially joins the World AIoT Innovation Alliance (WAIA), collaborating with global IoT elite teams to leverage global resource networks and industrial synergy for deep integration of AI and IoT technologies [1] - WAIA is a significant global non-profit organization aimed at uniting AIoT upstream and downstream industry associations and outstanding enterprises worldwide to promote application cooperation, research innovation, standard formulation, and market expansion in AIoT technology [1] - Yang Congpeng, the sales director of Yunliwu, emphasized the importance of mature Bluetooth standards and the growing significance of pervasive sensing and edge intelligence during his keynote speech at the WAIA forum [1]

为满足仓储场景对于资产管理及物流识别的需求，广西移动携手合作伙伴，采用包含室内基站、载波激 励节点、纯无源标签的3GPP Release 19在研标准组网架构，创新室内基站灵活组网、多设备联合供能、 高性能标签编解码、纯无源标签接入等多项技术方案，形成了5G-A蜂窝无源物联网总体解决方案，实 现了复杂环境下的多标签秒级读取、多目标进出库准确识别等业务，充分证明了在仓储场景中5G-A蜂 窝无源物联网对于物资全流程可视、仓储管理效率提升的能力优势。 来源：环球网 近日，中国移动广西公司（简称"广西移动"）联合中国移动研究院、中移物联网有限公司、芯昇科技有 限公司和华为公司，在广西移动物流中心（RDC）完成面向仓储场景的5G-A无源物联网多厂商试点验 证，为后续蜂窝无源物联的产业应用打下坚实基础。 在本次试点中，广西移动通过部署研究院自主研发的"中移载物"管理平台，与华为公司提供的5G-A无 源物联网室内基站及芯昇提供的5G-A纯无源标签芯片样机形成端到端系统，打通了完整的业务链和数 据链，覆盖了仓库内仓储区和暂存区共2600余平方米，实现了蜂窝无源物联多站协同组网和标签实时盘 存，整个仓库的物资盘点和进出库管理准 ...

十年前，低功耗广域物联网（LPWAN）进入业界视野，这一赛道开启了群雄逐鹿的过程，虽然各类技术层出不穷， 但最终3GPP阵营和LoRa阵营占据了主导，基本覆盖了大部分低功耗广域连接场景，前者代表性技术包括NB-IoT和 LTE-M，后者借助LoRa联盟推出的LoRaWAN规范和众多厂商私有化LoRa协议为用户提供服务。 如今，以卫星通信为代表的非地面网络（NTN）成为物联网的一个热点领域，通过卫星物联网，为此前服务不足的地 区提供无处不在的连接解决方案。而在卫星物联网发展过程中，3GPP阵营和LoRa阵营又一次相遇，借助各自的技术 体系不断推进商用。目前，卫星物联网还处于起步阶段，这一次基本没有其他LPWAN阵营的加入，主要是NB-IoT和 LoRaWAN在天上的角逐。 LoRa阵营拓展卫星物联网由来已久 早在2018年，LoRa阵营的支持者就在探索LoRa用于卫星物联网下应用的可能性，在一次验证中，LoRa接收机捕捉到 了从低轨卫星传来的信号。彼时，LoRa技术得到全球广泛支持，已经在数十项LPWAN技术竞争中表现突出。卫星物 联网的成功验证，提升了LoRa阵营进一步扩大影响力的信心。 2022年2月，Lo ...

Group 1: Financial Performance - The company's operating revenue for 2024 was ¥1,958,363,348.93, a year-on-year decrease of 19.28% [5] - The net profit attributable to shareholders was -¥107,833,423.59, a decline of 1692.44% compared to the previous year [5] - Basic earnings per share decreased by 2500.00% [5] Group 2: Inventory and Market Conditions - The company has been actively reducing inventory, with sufficient impairment losses recognized for 2024 [4] - The electronic components industry is gradually recovering, providing opportunities for further inventory reduction in 2025 [4][6] Group 3: Strategic Development and Market Position - The company aims to simplify IoT connectivity and is focusing on AIOT applications and market expansion in the smart hardware sector [7][8] - In Q2 2024, the company’s cellular IoT module shipment share reached 5.2%, placing it among the top 5 globally [10] - The company is expanding its overseas presence, establishing operations in Singapore and South Korea to penetrate Southeast Asia, Europe, and the Middle East [11] Group 4: Research and Development - R&D expenses for 2024 amounted to ¥93.55 million, representing 4.78% of sales revenue [17] - Key R&D focuses include domestic automotive control technology, 5G applications, and AI-integrated communication technologies [17] Group 5: Future Outlook and Recovery Plans - The company anticipates a gradual recovery in overall performance due to increased R&D investment and improved market conditions in 2025 [6][15] - Plans are in place to enhance market share through technological innovation and customer engagement strategies [10][13]

俗话说："天上雷公，地上海陆丰。"如今，天上也将有"海陆丰"！ 汕尾，这座位于广东粤东的滨海城市，是中国第一个苏维埃政权的诞生地，还拥有"国家生态文明建设 示范区""中国首饰之都""中国彩宝之都""中国水鸟之乡"等诸多荣誉，拥有深厚的历史文化底蕴和蓬勃 的发展活力。如今，汕尾又将迎来新的发展契机。 记者从汕尾市委宣传部获悉，以"海陆丰"命名的卫星"天启星座18星（海陆丰号）"于5月19日在山东正 式发射，将助力我国物联网、低空经济等一系列新兴产业的发展。 近年来，汕尾加快布局数字产业，抢占数字经济"新风口"，创新构建"政府引导+市场运作"模式，推动 广州、深圳数据交易所在汕尾设立服务基地，成为粤东西北唯一拥有2家数据交易所服务基地的地市。 此次"卫星上天"，正是汕尾贯彻落实加快发展新质生产力、数字经济相关部署的具体举措。据介绍，此 次发射的"海陆丰号"卫星编号为天启18星。"天启星座"是我国首个低轨物联网通信星座，一期由38颗卫 星组成，具有全球覆盖、小型化、低功耗和低成本等特点，为全球用户提供"空天地海"消费级卫星物联 网数据服务，已广泛应用于林业、农业、应急、旅游、水利、电力、石油、海洋、生态环境、智慧城 ...

Core Viewpoint - The company, Shenzhen Bosijie Technology Co., Ltd., is experiencing significant growth and interest from major institutional investors, highlighting its potential in the market [1]. Financial Performance - In Q1 2025, the company reported a revenue of 348 million yuan, representing a year-on-year increase of 40.28% - The net profit attributable to shareholders reached 40.3 million yuan, up 14.42% year-on-year [1]. International Expansion - The company has seen a staggering 399.37% year-on-year increase in overseas revenue, with rapid growth in smart vehicle terminals in regions like Africa and Southeast Asia, and smart sleep terminal products gaining traction in Europe and the U.S. - The company has established a dedicated R&D and marketing division for overseas markets, emphasizing its "going global" strategy [1][3]. Technological Integration - The company leverages core technologies such as communication, positioning, and AI algorithms to create a matrix of products and platforms across various fields, including smart transportation and smart sleep [2]. - Its competitive edge lies in the "module + terminal + platform" vertical integration capability and a divisional management structure, enabling rapid product development and reduced R&D risks [2]. Market Focus and Product Development - The company is focusing on three main areas: deepening its overseas market presence, driving product upgrades through technological iterations, and exploring new application scenarios [3]. - The smart vehicle terminal is actively pursuing product certifications in the EU and Americas, while the smart sleep terminal adopts an EXW model for delivery [3]. Strategic Path - The company aims to solidify its domestic market in vehicle networking while targeting growth in the incremental markets of Europe, the Middle East, and beyond, using its "module + platform + terminal" model to expand into smart wearables and smart education [3]. - With advancements in 5G communication and high-precision positioning technologies, the company is positioned to thrive in the fragmented IoT market [3].

Group 1: AI and Technology Development - The company plans to release an AI agent for home care scenarios within the current quarter [2] - The company is actively tracking developments in brain-computer interface projects and exploring application scenarios [3] - A strategic cooperation agreement has been signed with Xiamen University to establish the "Guomai Future Science City" innovation platform [3] Group 2: Financial and Asset Management - The company has 1.2 billion in inventory primarily related to the Guomai University Elderly Care Project and the IoT Science Park [4] - The inventory supports the company's business development and revenue growth [4] - The company adheres to national accounting standards for financial reporting [4]

Core Points - The 2024 Annual General Meeting (AGM) of Chengdu Qinchuan Internet of Things Technology Co., Ltd. is scheduled for May 21, 2025, with both on-site and online voting options available [3][4] - The company reported a total asset value of 907.9956 million yuan as of the end of 2024, with a revenue of 320.522 million yuan, reflecting a year-on-year decrease of 1.99% [18] - The net profit attributable to shareholders was -65.2365 million yuan, a decrease of 5.999 million yuan compared to the previous year [18] - The company plans to appoint Sichuan Huaxin (Group) CPA as the auditing firm for the fiscal year 2025, with an audit fee of 600,000 yuan [5][6] - The company will not distribute profits for the fiscal year 2024 due to not meeting the profit distribution conditions outlined in its articles of association [9] - The board of directors has proposed a comprehensive work report for 2024, emphasizing the company's commitment to sustainable development and innovation [7][19] Meeting Procedures - The AGM will include a sign-in process, presentation of meeting materials, and a report on the number of shareholders present and their voting rights [4] - Shareholders will have the right to speak, inquire, and vote on various proposals during the meeting [2][3] - The meeting will be witnessed by a legal representative from a law firm, ensuring compliance with legal standards [3][4] Proposals for Review - Proposal 1: Approval of the 2024 Annual Report and its summary [5] - Proposal 2: Appointment of the auditing firm for 2025 [6] - Proposal 3: Review of the 2024 Board of Directors' work report [7] - Proposal 4: Review of the 2024 Supervisory Board's work report [8] - Proposal 5: Review of the 2024 financial settlement report [9] - Proposal 6: Review of the 2025 financial budget report [9] - Proposal 7: Review of the profit distribution plan for 2024 [9] - Proposal 8: Review of the remuneration plan for directors for 2024 and 2025 [11][12] - Proposal 9: Review of the remuneration plan for supervisors for 2024 and 2025 [12][13] Financial Overview - The company reported a total revenue of 320.522 million yuan for 2024, with a net loss of 65.2365 million yuan [18] - The financial audit for 2024 was conducted by Sichuan Huaxin, which issued a standard unqualified opinion on the financial statements [27] - The company’s financial management system is deemed effective, with no significant issues reported in financial operations [24][25] Strategic Focus - The company aims to enhance its capabilities in the smart city IoT sector, focusing on gas and water meter products while expanding its export business [19] - In the smart sensor segment, the company is developing temperature, magnetic, and pressure sensors, with a strategic layout across multiple bases [20] - The industrial IoT business will leverage its proprietary platform to capture opportunities in smart manufacturing and digital transformation [20][21]

Group 1: Business Overview - The company focuses on three main business sectors: aerospace applications, automotive electronics, and the Internet of Things (IoT) [2][3] - Aerospace application products include accelerometers, precision manufacturing, aerospace auxiliary materials, and testing and control equipment [2][3] - The automotive electronics segment primarily offers in-vehicle cabin sensors and automotive instruments [2][3] Group 2: Recent Transactions and Strategic Focus - The sale of AC Company, which generated revenue of 3.179 billion yuan (approximately 46.1% of total revenue), is part of the company's strategy to concentrate on its core business areas [3][4] - The divestiture aims to optimize the company's capital structure and enhance resource utilization, thereby improving core competitiveness [3][4][5] - Post-sale, the company assures that other business segments will continue stable operations without adverse impacts from the divestiture [4][5] Group 3: Future Development and Market Position - The company plans to enhance its capabilities in aerospace applications, focusing on technology and process improvements [4][5] - In 2024, the aerospace application business is expected to account for approximately 11% of total revenue [4] - The company is actively exploring new productivity areas, including artificial intelligence and robotics, to strengthen its market position [4][5] Group 4: Investor Relations and Communication - The company acknowledges the need for improved communication with the capital market to enhance its visibility and market value [5][6] - Suggestions for a name change to better reflect the company's core business and avoid confusion with other entities have been noted [6]

Group 1: Share Transfer and Control Changes - The share transfer agreement between Lu Nan and Cangnan Investment has been signed, pending regulatory approval and compliance confirmation from the Shenzhen Stock Exchange. After completion, Cangnan Finance Bureau will hold a total of 11.33% of the company's shares, becoming the actual controller [1][4] - The company is committed to timely disclosure of any necessary information as per regulatory requirements [1] Group 2: Future Development Strategy - The company focuses on "IoT-centric growth" as its core strategy for the next three years, aiming to enhance its IoT business and reduce its medical business operations [2][3] - The goal is to establish itself as a leading enterprise in the domestic RFID industry chain, with increased resource investment in IoT applications across various sectors [2] Group 3: Financial Performance - In 2024, the company's commercial intelligence business generated revenue of 500.80 million yuan, accounting for 72.50% of total revenue, while the smart medical business generated 170.31 million yuan, accounting for 24.66% [3] - The sale of medical technology assets was driven by significant revenue decline and continuous losses in the smart medical sector, allowing the company to focus on its core commercial intelligence business [3][4] Group 4: Strategic Partnerships - The strategic cooperation with Cangnan government aims to enhance long-term collaboration in the smart business sector, leveraging shared resources for mutual growth [3] Group 5: Recent Financial Transactions - The sale of medical technology assets generated 562 million yuan, with 304 million yuan recorded as other business income and 11.21 million yuan as asset disposal gains in Q1 2025 [4]