【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 每日经济新闻 （责任编辑：董萍萍 ） 中信建投指出，存储行业迎来涨价潮，三星电子和SK海力士已上调明年HBM3E价格近20%，这一 异常涨幅主要受英伟达、谷歌、亚马逊等AI加速器企业订单量增加驱动。尽管明年HBM4市场兴起后价 格可能回落，但全球科技企业对HBM3E的需求持续增长，供应紧张导致价格溢价。半导体制造方面， 中芯国际对8英寸BCD工艺平台提价10%，该技术因集成优势在AI服务器电源芯片等领域需求旺盛。此 外，智能手表市场预计2025年出货量增长7%，受AI集成、5G支持及健康功能升级推动。汽车电子领 域，ADAS和自动驾驶传感器市场到2035年将达610亿美元，中国在传感器应用量上领先，激光雷达和 成像雷达成为增长最快细分市场。 科创芯片ETF国泰（589100）跟踪的是科创芯片指数（000685），单日涨跌幅达20%，该指数从科 创板市场中选取 ...

Core Viewpoint - The company, Jin Yi Technology, announced a joint venture with Shanghai Anya Industrial Development Co., Ltd. to establish a new company in Shenzhen, Guangdong Province, with a registered capital of RMB 15 million [1] Investment Details - The joint venture will have a registered capital of RMB 15 million, with Jin Yi Technology contributing RMB 7.65 million, representing a 51% stake, while Shanghai Anya will contribute RMB 7.35 million for a 49% stake [1] Strategic Implications - This investment aligns with the company's strategic development plan and aims to leverage the strengths of both parties to enhance business growth in the automotive electronics sector [1] - The joint venture is expected to optimize the company's strategic layout and improve its core competitiveness [1]

Group 1 - The core point of the article is that Jin Yi Technology (002869) is establishing a joint venture with Shanghai Anya Industrial Development Co., Ltd. in Shenzhen, Guangdong Province [1] - The registered capital of the joint venture is set at RMB 15 million, with Jin Yi Technology contributing RMB 7.65 million for a 51% stake, while Shanghai Anya will contribute RMB 7.35 million for a 49% stake [1] - This investment aligns with the company's strategic development plan and aims to leverage the strengths of both parties to enhance growth in the automotive electronics sector, optimizing the company's strategic layout and improving its core competitiveness [1]

Group 1 - The core point of the news is that Beijing Jingwei Hengrun Technology Co., Ltd. experienced a decline in stock price by 5.08%, with a current share price of 111.86 yuan and a total market capitalization of 13.419 billion yuan [1] - The company, established on September 18, 2003, and listed on April 19, 2022, primarily provides electronic products, R&D services, and high-level intelligent driving solutions for sectors such as automotive, high-end equipment, and unmanned transportation [1] - The revenue composition of the company is as follows: electronic products account for 87.55%, R&D services and solutions for 12.21%, other supplementary services for 0.20%, major assemblies and special vehicles for 0.02%, and intelligent transportation solutions for 0.01% [1] Group 2 - From the perspective of fund holdings, HSBC Jintrust Fund has one fund heavily invested in Jingwei Hengrun, specifically the HSBC Jintrust Strategy Selected Mixed A (016174), which held 79,300 shares, representing 1.72% of the fund's net value [2] - The fund has reported a floating loss of approximately 474,900 yuan as of the latest data [2] - The HSBC Jintrust Strategy Selected Mixed A fund was established on September 14, 2022, with a current scale of 351 million yuan, and has achieved a year-to-date return of 28.47% [2]

通讯员 忻 洋 章璟璟 本报讯 岁末收官启新程，实干奋进谋发展。12月26日下午，上海纳恩汽车技术股份有限公司长三角制 造总部项目签约仪式在嘉兴南湖高新区举行。南湖区委书记、嘉兴南湖高新区党工委书记陈群伟出席活 动并致辞，浙江嘉兴国有资本投资运营有限公司党委书记李建国，浙江嘉兴国有资本投资运营有限公司 党委委员、副总经理俞益平，区委常委、副区长徐刚，区委常委、嘉兴南湖高新区党工委副书记陈裕等 出席。 据了解，纳恩汽车作为国内泛车身电子系统领域的头部供应商，深耕行业近20年，集自主研发、测试、 生产、销售及售后服务于一体，核心产品涵盖无钥匙进入及启动系统、车身域控及组件、MEMS传感器 等各类汽车电子关键部件，积累了深厚的技术底蕴和广泛的市场资源，远销欧洲、东南亚等海外市场。 此次签约标志着纳恩汽车长三角制造总部项目正式落户南湖。该项目达产后将实现年产1000万只车身电 子生产及测试产能，年产值超15亿元，将为南湖区新能源汽车及微电子产业发展注入强劲动能。 （来源：嘉兴日报） 转自：嘉兴日报 ■记者 徐梦倩 招大引强是区域发展的生命线。今年初以来，南湖区坚持把招大引强作为"一号工程"，"一把手"带头抓 招商、谋 ...

Core Viewpoint - On December 26, the Beijing Stock Exchange (BSE) received the highest number of IPO applications in December, with five companies, including Wuhu Hongjing Electronics Co., Ltd. (Hongjing Electronics), being accepted for listing [1] Group 1: Company Overview - Hongjing Electronics, established in 2003, is recognized as a national-level specialized and innovative "little giant" enterprise, focusing on the research, production, and sales of automotive electronics and other smart electronics [1] - The company has established strong partnerships with major automotive manufacturers such as Chery Automobile and BYD, as well as well-known tier-one suppliers like Valeo, ZF, and Continental [1] Group 2: Financial Performance - The company has shown steady revenue growth, with projected revenues of CNY 673 million, CNY 888 million, and CNY 1.075 billion for the years 2022, 2023, and 2024, respectively [1] - Net profit attributable to the parent company is expected to be CNY 16.99 million, CNY 72.42 million, and CNY 78.57 million for the same years [1] - For the first half of 2025, the company reported revenue of CNY 544 million and a net profit of CNY 43.30 million [1] Group 3: Research and Development - Hongjing Electronics places a strong emphasis on R&D, maintaining a research and development expense ratio between 3.27% and 3.95% during the reporting period [2] - As of June 30, 2025, the company has 137 R&D personnel and holds 118 authorized patents, including 37 invention patents and 44 software copyrights [2] - The company has established a comprehensive R&D design, process development, and intelligent manufacturing system, possessing rare large-scale production capabilities in high-end automotive electronics [2] Group 4: Market Position and Risks - The company has a high customer concentration, with sales revenue from the top five customers accounting for over 80% of total revenue during the reporting period [2] - Risks identified include intensified market competition, chip supply issues due to international trade frictions, large accounts receivable, and potential instability in control due to low shareholding by actual controllers [2] Group 5: Fundraising and Use of Proceeds - Hongjing Electronics plans to raise approximately CNY 540 million, which will be allocated to projects including the construction of an "automotive electronics smart factory," a "R&D center and headquarters office building," and to supplement working capital [3] - The company has chosen the first set of listing standards on the BSE, with expected market capitalization of no less than CNY 200 million and meeting specific profit and return on equity criteria [2][3]

Group 1 - The core viewpoint of the article is that Wuhu Aiteke Automotive Electronics Co., Ltd. is undergoing a second round of review for its IPO on the Shanghai Stock Exchange, aiming to raise approximately 1.5 billion yuan [1] - Aiteke specializes in the research, production, and sales of automotive electronic products, providing EMS and technical development services for customers [1] - The company's product offerings cover four key functional domains: body domain, intelligent cockpit domain, power domain, and intelligent driving domain [1] Group 2 - The second round of inquiry from the review process raised questions regarding Aiteke's industry representation, revenue, shareholders, and issues related to Magnesium Technology [1]

两家A股上市公司控制权拟变更。 12月26日晚，天创时尚（603608）公告，12月26日，公司控股股东泉州禾天投资合伙企业(普通合伙)(简称"泉州禾天")、实际控制 人李林、第二大股东高创有限公司(简称"香港高创")与安徽先睿投资控股有限公司(简称"安徽先睿")签署了《股份转让协议》(简称 《协议》)。 《协议》显示，泉州禾天拟向安徽先睿转让其所持有天创时尚4595.9万股股份(约占公司当前总股本的10.95%)、香港高创拟向安徽 先睿转让其所持有天创时尚3777.45万股股份(约占公司当前总股本的9%)。 本次股份转让完成后，安徽先睿将持有天创时尚8373.36万股股份，约占天创时尚当前总股本的19.95%，泉州禾天所持天创时尚股 份比例由17.45%减少至6.5%，香港高创所持天创时尚股份比例由13.61%减少至4.61%，天创时尚控股股东将由泉州禾天变更为安 徽先睿、实际控制人将由李林变更为胡先根。 各方同意，本次交易的股份转让价格为7.5元/股(含税，下同)，标的股份转让款为人民币6.28亿元。其中，泉州禾天收取的股份转 让款为3.45亿元，香港高创收取的转让款为2.83亿元。 安徽先睿承诺，本次收 ...

两家A股上市公司控制权拟变更。 12月26日晚，天创时尚（603608）公告，12月26日，公司控股股东泉州禾天投资合伙企业（普通合伙）（简称"泉州 禾天"）、实际控制人李林、第二大股东高创有限公司（简称"香港高创"）与安徽先睿投资控股有限公司（简称"安徽 先睿"）签署了《股份转让协议》（简称《协议》）。 《协议》显示，泉州禾天拟向安徽先睿转让其所持有天创时尚4595.9万股股份（约占公司当前总股本的10.95%）、香 港高创拟向安徽先睿转让其所持有天创时尚3777.45万股股份（约占公司当前总股本的9%）。 本次股份转让完成后，安徽先睿将持有天创时尚8373.36万股股份，约占天创时尚当前总股本的19.95%，泉州禾天所 持天创时尚股份比例由17.45%减少至6.5%，香港高创所持天创时尚股份比例由13.61%减少至4.61%， 天创时尚控股 股东将由泉州禾天变更为安徽先睿、实际控制人将由李林变更为胡先根。 各方同意，本次交易的股份转让价格为7.5元/股（含税，下同），标的股份转让款为人民币6.28亿元。其中，泉州禾 天收取的股份转让款为3.45亿元，香港高创收取的转让款为2.83亿元。 安徽先睿承诺，本次 ...

Group 1 - The company, Desay SV, focuses on automotive electronic products, emphasizing full-stack integration in three main areas: smart cockpit, intelligent driving, and connected services [2]