证券日报网讯拓邦股份（002139）8月27日在互动平台表示，公司扫地机器人、割草机器人解决方案的 出货量位于行业头部，2025年上半年度实现快速增长。割草机器人整机在市场推广阶段。 ...

Group 1: Financial Performance - The company achieved operating revenue of ¥3,706,976,517.27, a decrease of 9.02% year-on-year. Excluding the impact of the wireless communication module business, revenue increased by 23.49% [3] - The net profit attributable to shareholders was ¥217,901,677.71, a decrease of 34.66% year-on-year. Excluding the impact of the wireless communication module business, net profit increased by 6.54% [3] Group 2: Business Growth Drivers - Revenue growth was primarily driven by the rapid expansion of FWA (Fixed Wireless Access) and solution businesses [3] - The FWA business experienced significant growth, with a focus on North America and India, where market penetration remains low, indicating substantial future growth potential [4] Group 3: Margin and Product Development - The overall gross margin decreased due to changes in product shipment structure after the sale of the wireless communication module business. However, the gross margin is expected to improve as the solution business, which has a higher margin, increases its share [3] - The company has developed an AI technology platform, AI Stack, to support efficient inference of mainstream models across different chip platforms, which is expected to enhance product offerings in various verticals [4] Group 4: Future Outlook and Strategic Initiatives - The company plans to invest 55% of the funds raised from the Hong Kong listing into the development of edge AI and robotics businesses, indicating a strong commitment to these sectors [4] - The competitive landscape for automotive modules is expected to remain clear, with the company holding a significant advantage in the smart module solutions for new energy vehicles [5]

通信行业作为科技发展的"先锋军"，始终走在科技的前沿，不断以突破性创新重塑时代格局。从早期的 模拟通信到数字通信，从2G、3G到如今的5G-A、6G预研，每一次技术迭代都推动着社会生产生活方式 的巨大变革。 如今，在人工智能、大数据、云计算等新兴技术浪潮的冲击与融合下，通信行业正迎来"万物智联"的全 新质变。 2024年9月，工业和信息化部办公厅发布的《关于推进移动物联网"万物智联"发展的通知》提出，到 2027年，基于4G（含LTE-Cat1，即速率类别1的4G网络）和5G（含NB-IoT，窄带物联网；RedCap，轻 量化）高低搭配、泛在智联、安全可靠的移动物联网综合生态体系进一步完善。 在这过程中，一众深市通信企业勇立潮头，积极投身于这场变革当中，它们以创新为舟、技术为桨，在 时代的浪潮中破浪前行。 正如广州广合科技（001389）股份有限公司（以下简称"广合科技"）相关负责人向《证券日报》记者介 绍称，受益于AI技术发展所驱动的算力基础设施需求增长，公司所处的算力供应链需求旺盛，2024年 公司积极把握市场机会，加大算力产品市场开拓，坚持以技术创新驱动产品结构优化，通过数字化推动 提产增效，经营业绩稳 ...

【财联社早知道】广东省发文大力推进"人工智能+消费" 推动脑机接口等新技术新产品开发与应用推广,这家公司参 股的脑机接口公司的B端产品已正式在多家医院开展多中心 临床试验 一、脑机接口|广东省发文大力推进"人工智能+消费",推动脑机接口等新技术新产品开发与应用推广,机构预计2040年国内脑机 接口市场规模将超1200亿元,这家公司参股的脑机接口公司的B端产品已正式在多家医院开展多中心临床试验 据媒体报道,广东省人民政府办公厅发布关于印发广东省提振消费专项行动实施方案的通知,大力发展新型消费。深入实施数字 消费提升行动,深化即时电商应用,支持即时电商平台企业联合社区、商圈等构筑数字生活服务生态。支持直播电商平台创新虚 拟主播、3D直播间等带货模式。大力推进"人工智能+消费",推动自动驾驶、智能穿戴、超高清视频、脑帆接口、增材制造等新 技术新产品开发与应用推广。 点评:据机构预测,国内脑机接口市场规模预计到2040年将超过1200亿元,年复合增速高达26%，显示出巨大的发展潜力。东 吴证券发布研报称,政策专门把脑机接口纳入高成长性消费新赛道提出,一旦脑机接口技术成熟,快速进入临床应用的收费路径 已经铺好。侵入式技 ...