在技术创新方面，天有为始终走在行业前列。截至2024年12月31日，公司拥有境内专利134项，其中发 明专利52项、实用新型专利70项、外观设计专利12项，还拥有国际专利1项和软件著作权18项。这些技 术成果不仅提升了产品的性能和质量，还为公司开拓市场奠定了坚实基础。例如，公司的复合屏技术在 全液晶组合仪表和双联屏仪表中得到广泛应用，有效提升了产品的显示效果，同时降低了生产成本，增 强了产品在市场上的竞争力。 随着汽车智能化、网联化的发展趋势日益显著，天有为精准把握行业脉搏。在仪表盘数字化及智能座舱 发展的浪潮下，公司提前布局，于2015-2019年间成功研发出全液晶组合仪表、双联屏仪表等产品，并 迅速获得了市场的认可，陆续取得多家客户订单。从产品单价来看，全液晶组合仪表及双联屏仪表的单 价相对较高，随着市场对这些产品需求的不断增加，将进一步推动公司的经营业绩向好发展。 此次上市，天有为募集的资金将用于汽车电子智能工厂建设、智能座舱生产基地建设、汽车电子研发中 心建设以及信息化系统建设等项目，并补充流动资金。这些项目的实施，将有助于公司进一步扩大生产 规模，提升产品产能，优化产品结构，增强研发实力，从而更好地 ...

2025年4月24日，汽车仪表"隐形冠军"——天有为正式登陆上交所主板（证券代码：603202），以93.5元/股的发行价，为目前A股市场年内发行价最高的新 股，也是近14个月来发行价最高的新股。首日开盘股价即飙升至140元，涨幅达49.73%，市值突破220亿元。 从仪表供应商到智能座舱整合者 天有为的第二曲线想象空间 随着中美贸易摩擦长期化，中国制造业正加快"自主可控"步伐，核心技术国产替代步伐显著提速。汽车电子作为车用信息化的中枢系统，是汽车"智能化大 脑"的核心。天有为在液晶仪表、光学贴合、双联屏等方向不断打破海外技术垄断，逐步实现国产替代。 天有为深耕汽车仪表行业20年，积累了丰富的行业经验和技术优势，凭借其深厚的技术积累、优质的客户资源以及精准的战略布局，正逐渐崭露头角，成为 行业内备受瞩目的企业。 作者：七佰 天有为在技术研发方面投入巨大，拥有三大研发中心和EMC实验室。截至2024年6月30日，其已取得专利135项，其中发明52项、国际专利1项，获得软件著 作权18项，年均申请专利超50项，转化成700余种产品，研发人员占比达31%，技术密度在国产汽车电子企业中位列前15%。 尤其在复合屏技术 ...

Core Insights - Shenzhen Hangseng Electronics Co., Ltd. and Beijing Four-Dimensional Map Technology Co., Ltd. signed a strategic cooperation agreement to enhance automotive intelligence technology and industry upgrades [1][3] Group 1: Strategic Cooperation - The partnership will leverage the technical strengths of both companies, focusing on advanced driver assistance systems, intelligent cockpits, big data platforms, and manufacturing [1][3] - A joint research and development team will be established to innovate in areas such as chip design, combined driver assistance systems, and AI model applications [4] Group 2: Technological Collaboration - Both companies will collaborate on next-generation chip development, exploring innovative industry cooperation models and promoting joint technology and business initiatives [4] - In the intelligent cockpit sector, they will work on software applications, cloud services, and AI model applications to create user-centric solutions [4] Group 3: Manufacturing and Supply Chain - Hangseng will provide high-quality manufacturing support to Four-Dimensional Map, enhancing production capacity and delivery efficiency [4] - The collaboration aims to create a full lifecycle competitive advantage covering research, production, delivery, and recycling in the smart automotive supply chain [4][5] Group 4: Future Outlook - The partnership seeks to redefine traditional supply chain collaboration by establishing a new industry relationship characterized by technological symbiosis, capacity resonance, and data sharing [5] - The goal is to provide automotive companies with comprehensive capabilities from chips to cloud services, enhancing safety and intelligence in user travel experiences [5]

Market Performance - On April 23, 2025, A-shares showed mixed results with the Shanghai Composite Index down 0.1% at 3296.36 points, while the Shenzhen Component Index rose 0.67% to 9935.8 points and the ChiNext Index increased by 1.08% to 1949.16 points. The total trading volume in the Shanghai and Shenzhen markets was 12,297 billion yuan, an increase of 1,397 billion yuan from the previous trading day [1] - Hong Kong stocks collectively rose, with the Hang Seng Index up 2.37% or 510.30 points, closing at 22,072.62 points, and the Hang Seng Technology Index increasing by 3.07% to 5049.4 points. The total trading volume was 2,606.19 billion HKD [1] - U.S. stock indices also saw gains, with the Dow Jones up 1.07% at 39,606.57 points, the Nasdaq rising 2.50% to 16,708.05 points, and the S&P 500 increasing by 1.67% to 5,375.85 points [1] New Stock Listings - Jiangshun Technology, with a stock code of 001400, was listed at an issuance price of 37.36 billion yuan and a price-to-earnings ratio of 15.32 times. The company specializes in the research, design, production, and sales of aluminum profile extrusion molds and related equipment [3] - Tianyouwei, with a stock code of 603202, was listed at a price of 93.5 yuan per share and a price-to-earnings ratio of 13.5 times. The company focuses on the research, design, production, and sales of automotive instruments and is expanding into the smart cockpit sector [3] Industry Developments - The Greater Bay Area (Dongguan) Artificial Intelligence Alliance was established on April 23, 2025, led by Huawei, OPPO, and vivo, along with 18 other significant entities. The alliance aims to utilize over 10,000P of intelligent computing power by 2027 and develop over 100 AI+ advanced manufacturing demonstration applications [4] - In the first quarter of 2025, the average rent for residential properties in 50 cities in China decreased by 0.44%. The average rent was 35.3 yuan per square meter per month in March, reflecting a year-on-year decline of 3.40% [4] Regulatory Actions - The European Union imposed its first fines under the Digital Markets Act, totaling 700 million euros (approximately 798 million USD) against Apple and Meta for antitrust violations. Apple was fined 500 million euros, while Meta received a 200 million euro fine [5]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002920 证券简称：德赛西威 公告编号：2025-037 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 □是 R否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 R否 （二） 非经常性损益项目和金额 R适用 □不适用 单位：元 其他符合非经常性损益定义的损益项目的具体情况 □适用 R不适用 3.第一季度报告是否经审计 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》中列举的非经常性损益项目界 定为经常性损益项目的情况说明 □适用 R不适用 公司不存在将《公开发行证券的公司信息披露解释性公告第1号— ...

德赛西威（002920）公告，2025年第一季度营收为67.92亿元，同比增长20.26%；净利润为5.82亿元， 同比增长51.32%。 ...

Core Insights - Tianyouwei (603202) is officially listed on the Shanghai Stock Exchange, marking a significant milestone for the company as it aims to strengthen its position in the automotive electronics sector and expand its global footprint [1] Company Overview - Tianyouwei specializes in the research, production, and sales of automotive instruments and related smart cockpit products, including electronic combination instruments and full LCD combination instruments [1] - The company has established a robust capability in product development, system integration, mass supply, and after-sales service, enabling it to provide synchronized development and customized support for global automotive manufacturers [1] International Market Presence - Tianyouwei has formed partnerships with several globally recognized clients, including Hyundai Motor Group, and has achieved significant sales growth in international markets [2] - The company's export revenue has shown a rapid increase, with figures of 924.72 million, 1,625.35 million, and 2,383.54 million yuan, representing 47.06%, 47.47%, and 53.60% of its main business revenue respectively [2] - The growth in export revenue is attributed to high-value products supplied to clients like Hyundai, which have performed well in overseas markets [2] Technological Advancements - The company has reached international mainstream standards for some core products and has made breakthroughs in optical bonding, integrated dual-screen modules, and composite display technology, enhancing its competitiveness in high-end cockpit applications [3] - As of the end of 2024, Tianyouwei holds 134 domestic patents, including 52 invention patents, and has one international patent, which supports its rapid response to domestic customer needs and international business expansion [3] Research and Development Capabilities - Tianyouwei has established three major R&D institutions in Suifenhe, Harbin, and Dalian, along with an EMC laboratory, creating a comprehensive R&D system covering hardware development, software design, prototype testing, and reliability verification [3] - The company can achieve synchronized collaboration and rapid response for overseas clients during the development of new vehicle cockpit systems [3] Strategic Outlook - With the global automotive industry accelerating towards intelligence and digitalization, Tianyouwei is integrating into the global smart cockpit supply chain, supported by its solid technological foundation and reliable mass delivery capabilities [3] - The IPO is expected to inject capital into the company's business expansion and serve as an important milestone in its international journey [3]

招商基金基金经理翟相栋旗下基金一季度业绩亮眼，他自去年底起就开始大比例配置AI应用领域相关 标的，例如港股互联网、计算机、智驾及整车、机器人、AI终端等，今年一季度他逐步减少了对医 药、消费等方向配置，继续增配了企业服务、公有/私有云等方向的优质公司。 【深圳商报讯】（记者詹钰叶）公募基金2025年一季报收官，基金经理今年一季度持仓变动也随之披 露。一季报显示，多位明星基金经理重点布局了多个科技赛道的股票。 兴业证券策略团队指出，主动偏股型基金今年一季度仓位小幅上升至85.47%，其中普通股票型、偏股 混合型、灵活配置型仓位分别上升0.42%、0.26%与0.27%；科创板配置比例进一步提升至15.17%，而主 板与创业板仓位分别下降0.58%与1.6%。可见，今年一季度基金经理加仓科技赛道是主流趋势。 睿远基金明星基金经理傅鹏博和朱璘在季报中透露，今年一季度调整了前十大重仓股，布局了受益于国 内人工智能、汽车电子快速发展的PCB概念股，对组合的贡献较为突出，同时加大了恒生科技板块的个 股配置；此外，医药板块方面，其加仓了将人工智能和传统医学结合提升治疗效果、提高患者触达的公 司。睿远基金知名基金经理饶刚和侯 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights significant developments in the technology sector, particularly in semiconductor, automotive electronics, AI, and metaverse industries, indicating a dynamic investment landscape Summary by Sections 1. Weekly Capital Market Overview - During the period from April 12 to April 18, 2025, there were 14 financing events in the technology sector, all occurring domestically, with advanced manufacturing, AI, and VR/AR leading the financing activity with 9, 4, and 1 events respectively [9] - Notable IPOs included Hong Kong's Everbright Digital and China's Hong Kong-listed Kent Catalysts, raising significant capital for their respective operations [12][16] 2. Semiconductor Sector Dynamics - Intel is nearing the sale of 51% of its Altera chip division to Silver Lake for $8.75 billion, a significant reduction from its previous acquisition cost [35] - The U.S. has imposed new export restrictions on NVIDIA's H20 and AMD's MI308 AI chips to China, potentially impacting NVIDIA with a projected loss of $5.5 billion [38] - AMD announced its first 2nm chip, the core complex die (CCD), which is set to enhance its product offerings in the high-performance computing market [39] 3. Automotive Electronics Sector Dynamics - Onsemi has canceled its $6.9 billion acquisition of Allegro MicroSystems, which was aimed at strengthening its position in the automotive chip market [41] - Yika Technology successfully validated its single-chip "cabin driving parking integration" solution, demonstrating a cost reduction of at least 20% compared to traditional methods [42] - SAIC and Huawei launched a new brand "SAIC Shangjie," marking a significant collaboration in the smart vehicle sector [43] 4. AI Sector Dynamics - OpenAI and Google have made advancements in AI models, with OpenAI releasing o3/o4-mini and Google unveiling a dolphin language model [4] - The AI sector continues to see rapid growth, with significant investments and product launches from leading companies [4] 5. Metaverse Sector Dynamics - Huawei introduced new smart glasses, and partnerships in the metaverse space are expanding, indicating a growing interest in immersive technologies [5]

前十大流通股东累计持有： 618.75万股，累计占流通股比： 14.18%，较上期变化： -38.06万股。 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.3220 | -0.1670 | 292.81 | 0.3439 | | 每股净资产（元） | 0 | 21.68 | -100 | 21.97 | | 每股公积金(元) | 17.12 | 17.83 | -3.98 | 17.75 | | 每股未分配利润(元) | 2.67 | 2.48 | 7.66 | 2.88 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 6.07 | 6.39 | -5.01 | 5.3 | | 净利润(亿元) | 0.3 | -0.15 | 300 | 0.32 | | 净资产收益率(%) | 1.49 | -0.76 | 296.05 | 1.58 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 一 ...