三是深化改革开放激发新动力。主要体现在试点先行先试，争取国家级和市级改革试点6项，完成重大 改革方案30项，西青改革成果连续三年获评"中国改革地方全面深化改革典型案例"，特别是今年获批全 国第二批制造业新型技术改造试点示范城市。我们全面融入京津冀协同发展，引进捷温科技、梅卡曼德 3D机器人等北京项目120个，吸引经纬恒润、北京盈科瑞医药、北京荣森海姆等企业布局总部经济，推 进天津南站"站产城"融合发展，全国首家外商独资三级综合医院鹏瑞利医院建成运营。我们全面融入全 国统一大市场，率先实施"桩基先行"等一批改革，入选国家级先进制造业和现代服务业融合发展试点， 新增首店品牌80家，消费品以旧换新销售额超80亿元，限额以上批发零售业销售额总量2024年首次超千 亿元，限额以上住宿餐饮业营业额近五年增幅达到162%。我们全面融入高水平对外开放，招引项目 8100余个，计划总投资3175亿元，目前我区外资企业达到530余家，特别是以项目落地焕新存量空间， 盘活土地830亩、房产170万平方米，新增收入50亿元；同时，积极拓展上合组织峰会成果，扩大全国市 场采购贸易方式试点影响力，升级天津国际陆港贸易新业态，合作共赢的" ...

智通财经APP获悉，博泰车联(02889)将于9月30日(周二)在香港挂牌。截至收盘，利弗莫尔证券暗盘交易显示报价136港元，较招股价102.23港元上涨 33.03%，每手20股，不计手续费，每手赚675.4港元。 分时量 量:0 17300 135.100 135.000 134.900 134.800 MACD MACD(12,26,9):0.217 DIF :- 0.096 DEA:- 0.205 134.700 134.600 134.500 134.400 16:15 18:30 分时 1分 5分 日K · 行情来源: 利弗莫尔证券 · ...

如此"迅速"的节奏，在跨国豪华品牌中并不常见。选用本土伙伴加入，是实现这一"加速"的关键因素。 作为长期服务于奔驰、通用等车企的供应商，博泰车联不仅在车载信息娱乐领域积累了丰富经验，更熟 悉中国数字生态与用户习惯，使得跨国品牌能够缩短迭代周期，快速贴合中国市场的需求。 值得注意的是，博泰车联也将在9月30日正式在香港挂牌上市，这使得其与保时捷的合作不仅具有产业 意义，也为资本市场增加了一层想象空间。 根据介绍，新系统引入了大语言模型AI语音助手、3D车辆展示、地图与导航的智能预测，并已完成对 中国主流音乐、视频等应用的整合，同时支持杜比全景声体验。与过去"水土不服"的海外方案不同，此 次设计从立项之初便针对中国用户的痛点展开，这种思路与博泰车联长期积累的"场景化理解"高度契 合。 同场亮相的还有纯电动Macan 4劲驰版，这一中国市场的专属版本配备底盘保护装置、自适应空气悬挂 及专属驾驶模式，凸显保时捷将"定制化"战略延伸至整车层面。 （原标题：从车机到资本市场，博泰车联打入保时捷供应链） 在全球电动化浪潮加速的当下，跨国车企正在不断强化对中国市场的本土化投入。 9月27日至29日举行的第七届世界新能源汽车大 ...

Group 1: Company Overview - The company specializes in the research, production, and sales of IoT intelligent products, focusing on communication, positioning, and AI technologies [1] - It aims to become a global expert in IoT intelligent application solutions, adhering to the mission of "empowering everything with wisdom" [1] Group 2: Financial Performance - In 2024, the company achieved a revenue of CNY 1.402 billion, a year-on-year increase of 24.85%, and a net profit of CNY 176 million, up by 0.81% [2] - For the first half of 2025, the revenue reached CNY 805 million, reflecting a 20.17% increase year-on-year, with a net profit of CNY 108 million, an increase of 19.07% [2] Group 3: Product Offerings - The smart vehicle terminal products are categorized into commercial vehicle monitoring terminals and passenger vehicle positioning terminals, featuring functions like intelligent recognition, remote monitoring, and GPS/Beidou positioning [2][3] - The commercial vehicle monitoring terminals are being upgraded to include advanced features such as HD video recording and driver assistance [3] Group 4: Market Strategy - The company is focusing on expanding its market share in Africa, Southeast Asia, and West Asia, while targeting developed regions like Europe and North America for long-term growth [3] - It has entered the qualified supplier list for an overseas automotive brand, enhancing its presence in the overseas vehicle market [3] Group 5: Competitive Advantages - The company’s core competitive advantages include expertise in communication, positioning, and AI algorithms, which address industry pain points [4] - A vertically integrated supply chain comprising modules, terminals, and platforms reduces R&D risks and enhances product competitiveness [4] - Continuous investment in R&D aims to optimize the underlying technology architecture of smart vehicle terminals, improving product stability and adaptability for overseas markets [4]

Group 1: Aerospace Applications - The company's aerospace application products mainly include accelerometers, precision manufacturing, aerospace auxiliary materials, and testing and control equipment [2] - The technology level of the company's accelerometers and other inertial devices is at a leading domestic level, widely used in the aerospace field [2] - The company's self-developed accelerometers are known for their high precision, reliability, compact size, and lightweight, making them the preferred product for inertial navigation systems over the past 20 years [2] Group 2: Automotive Electronics - The automotive electronics business includes three main areas: safety, comfort, and autonomous driving, with key products such as seat belt detection systems [3] - The domestic automotive electronics business primarily focuses on commercial vehicles, while the overseas business centers on automotive electronic sensors [3] - Core products in the overseas market include in-cabin sensors, which cover features like reminder devices and occupant classification systems [3] Group 3: Asset Management - The recent asset sales are aimed at implementing the company's strategic planning, focusing on core responsibilities, and reallocating resources to drive company growth [2] Group 4: Internet of Vehicles - The company has developed a comprehensive service cloud platform for the Internet of Vehicles, including smart logistics and regulatory platforms for hazardous materials transportation [3] - The Internet of Vehicles business has competitive advantages in markets such as Shandong, Guizhou, Jiangxi, and Ningxia, with ongoing expansion in other provinces [3]

显著的赚钱效应，彻底扭转观望情绪 企业原计划提供的认购额度，是占IPO新股发行量40%的股份，但想参与的基石投资资金规模，已经达 到计划额度的3倍以上。港股IPO的基石投资，正在从乏人问津，转向溢价争抢。 最新的例子是博泰车联网科技（上海）股份有限公司（以下简称"博泰车联"）。通过港交所聆讯后，该 公司9月22日开启港交所上市招股，并引入了三家基石投资人， 这只是港股基石投资热的一个缩影。Choice数据显示，2025年以来，港股IPO市场基石投资者参与度呈 现井喷式增长，平均每家上市公司获5.35名基石投资者"护航"，这一数值较去年同期的1.37名激增近 290%，部分项目基石额度获资金超额三倍认购。 外资机构、上市公司、头部投资机构等诸多机构，是基石投资热的主要推动力量。驱动这一结构性转变 的核心逻辑，在于投资回报率的根本性改善。数据显示，超77%的基石投资者账面浮盈，创新药企及新 消费龙头则成为收益引擎，部分项目为基石投资者带来了逾十倍的投资回报。显著的赚钱效应，彻底扭 转了此前因流动性担忧而致的观望情绪，基石投资从"风险包袱"转变为"核心资产配置"的关键一环。 从乏人问津到溢价抢筹 根据博泰车联披露， ...

Group 1 - The core viewpoint of the news is that Botai Vehicle Networking Technology (Shanghai) Co., Ltd. is initiating its IPO process on the Hong Kong Stock Exchange, with a planned global offering of 10.4369 million H-shares at a price of HKD 102.23 per share [1][2] - The IPO will take place from September 22 to September 25, with a total expected market capitalization of HKD 15.334 billion upon listing [2] - The company has secured three significant cornerstone investors, which include Horizon Together Holding Ltd., Huangshan SP, and Smart Ventures Limited [1] Group 2 - The company anticipates that an increase in the proportion of high-end products will enhance its gross margin, while revenue growth will lead to economies of scale, thereby improving profitability [2] - The valuation level of the company is expected to rise further, providing long-term investment value for investors [2]

Company Overview - Huihan Microelectronics Co., Ltd. is located in Fuzhou, Fujian Province, and was established on July 11, 2008. The company was listed on September 11, 2024. Its main business involves the research, development, production, and sales of vehicle networking smart terminals and IoT smart modules, along with providing software and technical services [1]. Business Composition - The revenue composition of Huihan Microelectronics is as follows: 74.71% from vehicle networking smart terminals, 18.17% from IoT smart modules, 7.00% from software and services, and 0.12% from other sources [1]. Stock Performance - On September 19, Huihan shares fell by 5.19%, trading at 141.15 yuan per share, with a transaction volume of 405 million yuan and a turnover rate of 8.67%. The total market capitalization is 14.753 billion yuan [1]. Fund Holdings - Dongwu Fund has one fund heavily invested in Huihan shares. The Dongwu Double Triangle Stock A (005209) increased its holdings by 507 shares in the second quarter, bringing the total to 4,507 shares, which accounts for 3.15% of the fund's net value, ranking it as the tenth largest holding. The estimated floating loss today is approximately 34,800 yuan [2]. Fund Performance - The Dongwu Double Triangle Stock A (005209) was established on December 5, 2017, with a latest scale of 5.8348 million. Year-to-date returns are 56.84%, ranking 234 out of 4,222 in its category. Over the past year, returns are 60.5%, ranking 1,582 out of 3,805. Since inception, the fund has experienced a loss of 28.37% [2]. Fund Management - The fund manager of Dongwu Double Triangle Stock A (005209) is Chen Weibin, who has been in the position for 200 days. The total asset size of the fund is 13.9964 million yuan, with the best return during his tenure being 40.93% and the worst return being 40.58% [3].

Group 1 - The core viewpoint of the news highlights the financial performance and trading activity of Xingmin Zhitong, indicating a mixed outlook with low financing activity and high short-selling levels [1][2]. - As of September 17, 2023, Xingmin Zhitong's financing balance is 275 million yuan, accounting for 7.13% of its market capitalization, which is below the 40th percentile level over the past year, indicating a low financing position [1]. - The company reported a net profit of -198 million yuan for the first half of 2025, a significant decrease of 3219.23% year-on-year, despite a revenue increase of 3.48% to 459 million yuan [2]. Group 2 - Xingmin Zhitong has not distributed any dividends in the past three years, with a total payout of 139 million yuan since its A-share listing [3]. - The number of shareholders increased to 64,800, a rise of 38.28%, while the average number of circulating shares per person decreased by 27.68% to 9,540 shares [2].

创新成果遍地开花的同时，"地信+"的城市名片愈加亮丽。 地信"名片"声名远播 德清城南有一片不到5平方公里的土地：这里既是德清的城市地标地信小镇，也是国家级高新区湖州莫干山高新区的重要组成部分，更诞生了全国首个以县域为主 体创建的国家级车联网先导区、唯一的县级国家新一代人工智能创新发展试验区。 德清的地信产业发展仅10余年，却已迈向世界，这其中既有机缘，更有主动作为。赵杰表示，2009年前后，浙江大力发展信息经济，德清开始谋划发展地信产业。 2011年，浙江省测绘局和德清县宣布共建浙江省地理信息产业园；次年，"中国—联合国地理信息国际论坛"在德清举办，第一批企业也陆续入驻产业园。 南方测绘是第一批落子德清的地信企业之一。浙江南方测绘总经理、德清地信企业协会会长陈述在接受证券时报记者采访时表示，作为一家老牌测绘仪器研发制造 商，公司在浙江有多年业务基础。2010年，德清县相关领导带着产业蓝图赴广州招商。尽管多地均在推动地信产业园建设，但公司预判"浙江一定行"，果断签约入 驻。 2015年，德清地信小镇入围省级首批特色小镇名单；翌年，湖州莫干山高新区组建完成。地信小镇和高新区成立后，德清地信产业集群也初具规模。 ...