格隆汇2月25日丨日海智能(002313.SZ)在投资者互动平台表示，公司主营业务为无线通信模组业务和通 信工程业务，与腾讯目前没有合作。 ...

格隆汇2月25日丨日海智能(002313.SZ)在投资者互动平台表示，公司模组暂时不支持L3自动驾驶。高算 力的无线通信模组产品通常用于人形机器人小脑部分的工作，如传感器数据预处理、边缘低时延决策、 指令下发/状态回传、多执行节点协同等，但公司暂未在人形机器人领域有出货。 ...

证券日报网讯2月25日，日海智能（002313）在互动平台回答投资者提问时表示，公司坚守无线通信模 组等核心主营业务，深耕物联网领域发展，持续聚焦主业夯实经营基本面、提升核心竞争力。 ...

（文章来源：每日经济新闻） 日海智能（002313.SZ）2月25日在投资者互动平台表示，公司主营业务为无线通信模组业务和通信工程 业务，与腾讯目前没有合作。 每经AI快讯，有投资者在投资者互动平台提问：贵公司有和腾讯合作吗？ ...

（原标题：有方科技(688159.SH)：拟购买土地使用权并投资建设总部基地项目） 格隆汇1月30日丨有方科技(688159.SH)公布，公司拟在龙华区打造一个集物联网接入通信与行业AI解决 方案于一体的、覆盖"云-管-端"全链条的公司总部与研发创新基地，功能涵盖研发、中试、展示与运 营，覆盖无线通信模组、智能终端、云平台、AI解决方案等产品和技术，并围绕未来产业以及供应链 韧性提升深化业务布局，以保证技术迭代速度和市场响应能力，公司拟通过公开竞拍形式取得土地使用 权并建设有方科技总部基地项目，以满足公司不断发展需求。项目投资总额预计不超过4亿元人民币 （含土地出让金）。 ...

Group 1 - The core viewpoint of the article is that the company has largely achieved domestic substitution for the chips and raw materials used in its wireless communication modules [1] - The company will continue to monitor the development of the "AI edge" industry and will develop corresponding products based on customer demand [1]

Group 1 - The core viewpoint of the article is that Boshi Jie (301608.SZ) has largely achieved domestic substitution for the chips and raw materials used in its wireless communication modules [1] - The company will continue to monitor the development of the "AI edge" industry and will develop corresponding products based on customer demand [1]

Core Viewpoint - The stock of Shenzhen Bosijie Technology Co., Ltd. has seen a significant increase, rising 5.01% to 103.07 CNY per share, with a total market capitalization of 9.172 billion CNY, and a cumulative increase of 8.59% over the past four days [1] Company Overview - Shenzhen Bosijie Technology Co., Ltd. was established on June 4, 2009, and is located in Longhua District, Shenzhen, Guangdong Province. The company specializes in the research, design, production, and sales of IoT smart hardware products, including smart vehicle terminals, smart travel components, smart payment hardware, wireless communication modules, and other intelligent hardware [1] - The revenue composition of the company is as follows: smart vehicle terminals 38.80%, smart travel components 28.42%, other smart hardware 23.20%, smart payment hardware 4.94%, and wireless communication modules and others 4.62% [1] Shareholder Insights - Huashang Fund has a presence among the top ten circulating shareholders of Bosijie, with the Huashang Credit Enhanced Bond A (001751) fund newly entering the top ten in Q3, holding 607,500 shares, which is 1.52% of the circulating shares. The estimated floating profit today is approximately 2.9889 million CNY, with a total floating profit of 4.7141 million CNY over the past four days [2] - The Huashang Credit Enhanced Bond A fund was established on September 8, 2015, with a current scale of 9.043 billion CNY. Year-to-date returns are 2.9%, ranking 182 out of 7,054 in its category; the one-year return is 29.85%, ranking 78 out of 6,244; and since inception, the return is 91.4% [2] Fund Manager Performance - The fund manager of Huashang Credit Enhanced Bond A is Li Qian, who has been in the position for 6 years and 23 days. The total asset scale of the fund is 18.087 billion CNY, with the best fund return during his tenure being 202.17% and the worst being -26.69% [3] Fund Holdings - The Huashang Value Sharing Mixed Initiation Fund (630016) also holds Bosijie as one of its top ten positions, with 46,600 shares, accounting for 3.37% of the fund's net value. The estimated floating profit today is about 229,300 CNY, with a total floating profit of 361,600 CNY over the past four days [4] - This fund was established on March 18, 2013, with a current scale of 127 million CNY. Year-to-date returns are 5.45%, ranking 2,528 out of 8,838; the one-year return is 91.59%, ranking 267 out of 8,089; and since inception, the return is 483.61% [4] Additional Fund Manager Information - The fund manager of Huashang Value Sharing Mixed Initiation Fund is Zhang Wenlong, who has been in the position for 2 years and 165 days. The total asset scale of the fund is 1.652 billion CNY, with the best fund return during his tenure being 98.67% and the worst being 37.48% [5]

Core Viewpoint - The company, Shenzhen Bosijie Technology Co., Ltd., is experiencing fluctuations in its stock performance and financing activities, with a notable increase in revenue and net profit year-on-year. Group 1: Stock Performance and Financing - On January 7, Bosijie saw a decline of 1.70% in its stock price, with a trading volume of 110 million yuan [1] - The financing data indicates a net financing outflow of 2.68 million yuan on the same day, with a total financing balance of 101 million yuan, representing 2.54% of the circulating market value, which is below the 50th percentile of the past year [1] - The company had a high short-selling balance of 144,600 yuan, exceeding the 90th percentile of the past year, indicating a high level of short interest [1] Group 2: Company Overview and Financial Performance - Bosijie, established on June 4, 2009, specializes in the research, design, production, and sales of IoT smart hardware products, including smart vehicle terminals and smart payment hardware [2] - For the period from January to September 2025, the company reported a revenue of 1.272 billion yuan, reflecting a year-on-year growth of 21.66%, and a net profit attributable to shareholders of 180 million yuan, up 33.95% year-on-year [2] - The company has distributed a total of 131 million yuan in dividends since its A-share listing [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 1.81% to 8,662, while the average circulating shares per person increased by 1.85% to 4,610 shares [2] - New institutional shareholders include Huashang Credit Enhanced Bond A, holding 607,500 shares, while other funds have exited the top ten circulating shareholders list [3]

Group 1: AI Hardware and Applications - CES has become a major showcase for cutting-edge AI hardware, with a focus on consumer-grade AI expected to accelerate by 2026, featuring AI-enabled robots and wearable devices [2] - Companies like Zhaowei and Megmeet are showcasing advanced AI products at CES, including a new dexterous hand with 20 degrees of freedom and high-performance AI modules for robotics [2] - The AI medical sector is entering a critical commercialization phase, supported by new policies from Beijing aimed at fostering innovation and product evaluation in AI healthcare [7][8] Group 2: Low-altitude Economy - The low-altitude economy is at a pivotal growth stage, with approximately 30 provinces incorporating it into their 14th Five-Year Plans, indicating strong governmental support [3] - Major eVTOL manufacturers are seeing orders materialize, and the industry is expected to grow significantly over the next 3-5 years as regulatory frameworks and infrastructure improve [3][4] Group 3: Autonomous Driving - Significant advancements in autonomous driving have been reported, with China officially entering the mass production phase for L3 vehicles, marking a regulatory breakthrough [6] - Companies like Haon Automotive are actively involved in the development of intelligent driving systems, collaborating with leading domestic automakers [6] Group 4: AI Model Development - The AI application landscape is shifting towards performance realization and edge computing, with notable advancements in multimodal models like Google's Gemini-3-pro and domestic models like Doubao [9] - The investment logic in the AI industry is transitioning from a focus on computational power to application value, highlighting the importance of software and high-growth edge hardware companies [9]