来源：新浪证券-红岸工作室 10月9日，华之杰涨0.34%，成交额5793.66万元，换手率4.82%，总市值61.43亿元。 异动分析 消费电子概念+注册制次新股+汽车电子+人民币贬值受益+新股与次新股 今日主力净流入-106.00万，占比0.02%，行业排名151/244，连续2日被主力资金减仓；所属行业主力净 流入1.96亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-106.00万-776.25万-1654.83万-3992.47万-9881.69万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2616.35万，占总成交额的7.6%。 1、苏州华之杰电讯股份有限公司的主营业务是专注于电动工具、消费电子等领域产品的关键功能零部 件的研发、生产和销售。公司主要产品有智能开关、智能控制器、无刷电机、精密结构件。 2、苏州华之杰电讯股份有限公司于2025-06-20日上市，主营业务为电动工具零部件及消费类电子零部 件的研发、生产和销售。 3、根据2025年6月24日互动易：公司设立汽车电子研发部，专注于锂电池电源管理、智能控制、无刷电 机驱动和控制等技术在新 ...

责任编辑：小浪快报 资料显示，苏州华之杰电讯股份有限公司位于江苏省苏州市吴中区胥口镇孙武路1031号，成立日期2001 年6月6日，上市日期2025年6月20日，公司主营业务涉及致力于为电动工具、消费电子等领域产品提供 智能、安全、精密的关键功能零部件。主营业务收入构成为：智能开关56.29%，智能控制器12.90%， 其他12.72%，无刷电机8.75%，精密结构件13.14%，精密结构件2.29%，开关1.85%，其他业务1.64%， 其他10.41%。 截至6月30日，华之杰股东户数2.62万，较上期减少30.52%；人均流通股749股，较上期增加43.94%。 2025年1月-6月，华之杰实现营业收入7.00亿元，同比增长27.72%；归母净利润8315.18万元，同比增长 11.44%。 分红方面，华之杰A股上市后累计派现4000.00万元。 9月30日，华之杰跌1.11%，成交额6689.97万元。两融数据显示，当日华之杰获融资买入额475.03万 元，融资偿还866.47万元，融资净买入-391.44万元。截至9月30日，华之杰融资融券余额合计9908.87万 元。 融资方面，华之杰当日融资买入 ...

Company Overview - Langke Intelligent Electric Co., Ltd. is located in Bao'an District, Shenzhen, Guangdong Province, and was established on November 20, 2001. The company went public on September 8, 2016. Its main business involves the research, production, and sales of smart controllers and smart power products [1]. - The revenue composition of the company is as follows: smart controllers account for 59.53%, new energy products for 34.79%, smart terminals for 4.20%, and others for 1.48% [1]. Stock Performance - On September 29, Langke Intelligent's stock rose by 5.18%, reaching a price of 13.21 CNY per share, with a trading volume of 145 million CNY and a turnover rate of 4.55%. The total market capitalization is 4.047 billion CNY [1]. Shareholder Information - Among the top ten circulating shareholders of Langke Intelligent, a fund under Dazhong Fund, specifically the Dazhong CSI 360 Internet + Index A (002236), entered the top ten in the second quarter, holding 1.4252 million shares, which represents 0.57% of the circulating shares. The estimated floating profit for today is approximately 926,400 CNY [2]. - The Dazhong CSI 360 Internet + Index A fund was established on February 3, 2016, with a current scale of 698 million CNY. Year-to-date returns are 33.64%, ranking 1455 out of 4221 in its category; the one-year return is 77.27%, ranking 731 out of 3836; and since inception, the return is 215.19% [2]. Fund Management - The fund manager of Dazhong CSI 360 Internet + Index A is Xia Gao, who has a cumulative tenure of 10 years and 301 days. The total asset size of the fund is 2.26 billion CNY, with the best fund return during his tenure being 215.19% and the worst being -71.74% [3].

Core Insights - The Chinese irrigation controller market is experiencing rapid growth, driven by the advancement of smart agriculture, urban greening, and water-saving policies, with a market size projected to reach $128 million in 2024 and $322 million by 2031, reflecting a compound annual growth rate (CAGR) of 15.39% [3][8]. Market Overview - The market is diversifying in terms of product types and applications, with smart controllers dominating the market, expected to account for approximately 65% of revenue in 2024 [7][11]. - The primary product categories include smart controllers, timer controllers, and basic controllers, each catering to different user needs and application scenarios [7][11]. Application Areas - Farms are the largest application area for irrigation controllers, with significant demand for automation and precision irrigation due to extensive planting areas [8]. - Orchards are increasingly adopting irrigation control systems, particularly in southern hilly regions, driven by the promotion of integrated water and fertilizer technologies [8]. - Greenhouses require precise control and data interaction, making them a key area for smart controller deployment [8]. - Non-agricultural applications include sports fields and urban landscaping, which demand uniform coverage and timely irrigation [8]. Competitive Landscape - Major players in the Chinese market include Rain Bird Corporation, Hunter Industries, The Toro Company, Dayu Water-saving Group, and Netafim, with the top five companies accounting for over 40% of sales revenue in 2024 [11][17]. - The market is characterized by a trend towards smart solutions, diverse application scenarios, and significant urban-rural disparities [11]. Industry Chain - The industry chain consists of upstream components such as sensors and electronic parts, midstream manufacturers of irrigation controllers, and downstream customers including agricultural growers and municipal greening units [13]. Policy Environment - Key policies promoting efficient water-saving irrigation technologies and the integration of smart irrigation facilities are outlined in various national plans, including the "14th Five-Year" agricultural green development plan and the "National Water Conservation Action Plan" [15].

每经AI快讯，9月24日，和晶科技在互动平台表示，公司智能制造业务主要为家电、汽车电子、通讯、 工业控制、新兴消费电子等行业领域客户提供服务链条完整的智能控制器产品服务，其中在机器人领 域，公司有形成少量销售订单，在公司整体营收中的占比较小。 ...

Group 1 - The core viewpoint of the news is that Langke Intelligent experienced a decline in stock price, dropping by 5.13% to 13.31 CNY per share, with a trading volume of 197 million CNY and a turnover rate of 5.85%, resulting in a total market capitalization of 4.078 billion CNY [1] - Langke Intelligent, established on November 20, 2001, and listed on September 8, 2016, is based in Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of intelligent controllers and intelligent power products [1] - The revenue composition of Langke Intelligent includes intelligent controllers at 59.53%, new energy at 34.79%, intelligent terminals at 4.20%, and others at 1.48% [1] Group 2 - Among the top ten circulating shareholders of Langke Intelligent, a fund under Dacheng Fund, the Dacheng CSI 360 Internet + Index A (002236), entered the top ten in the second quarter, holding 1.4252 million shares, which accounts for 0.57% of the circulating shares [2] - The estimated floating loss for the Dacheng CSI 360 Internet + Index A today is approximately 1.0261 million CNY [2] - The Dacheng CSI 360 Internet + Index A was established on February 3, 2016, with a latest scale of 698 million CNY. Year-to-date returns are 34.45%, ranking 1422 out of 4220 in its category, while the one-year return is 90.82%, ranking 730 out of 3814 [2]

截至发稿，瑞德智能市值为31亿元。 每经头条（nbdtoutiao）——始祖鸟深陷"炸山"风波，母公司大中华区新总裁上任才两个多月，被赞"专 业能力深厚"！安踏体育最新回应→ （记者 王晓波） 每经AI快讯，瑞德智能（SZ 301135，收盘价：30.52元）9月22日晚间发布公告称，公司第四届第二十 三次董事会会议于2025年9月22日在公司会议室召开。会议审议了《关于修订 <董事会议事规则> 的议 案》等文件。 2025年1至6月份，瑞德智能的营业收入构成为：智能控制器占比100.0%。 ...

新华社武汉9月20日电（记者宋立崑）汽车电池、车机芯片、操控系统……5万余平方米的展区里，汇聚 了国内外312家新能源汽车相关领域企业，参展企业将自家"拳头产品"摆上展台，让正在湖北十堰举行 的2025新能源汽车零部件交易会，成为一场高科技商业"大集"。 在武汉理工通宇新源动力有限公司的展台，记者了解到，他们这次不仅是来洽谈合作、寻找商机，也同 步开展着产业调研，将大家反映的问题带回实验室。 东风商用车有限公司展示的新品发动机与变速箱。新华社发（石欢 摄） 东风商用车有限公司展出的一款智能控制器引人关注。"新能源商用车对续航要求高，但如果持续加大 电池包，就会挤压载货空间，也容易使整车超重。"公司工程师王博宇介绍，他们的研发思路是用智能 化控制推动节能，使用最新一代的碳化硅芯片以提升整车能源利用率，经测试可节能5%。 与会专家表示，中国新能源汽车产业已从政策驱动转向市场驱动、创新驱动。近年来，动力电池单体成 本降低30%、寿命提高40%，充电速率提升3倍多。这样的成绩，离不开新能源基础设施的研发。 湖北万润新能源科技股份有限公司深耕新能源储能领域多年。这次，他们将一款800千瓦全液冷分体式 直流充电桩的新品发 ...

Core Viewpoint - The company does not currently produce AI smart glasses and has applied its smart control technology in the robotics sector [1] Company Information - The company, Langke Intelligent (300543.SZ), confirmed on September 18 that it has no business related to AI smart glasses [1] - The smart control technology developed by the company is utilized in its robotics business [1]

Core Viewpoint - The company, Ruide Intelligent (301135), has been a pioneer in the smart controller industry for over 20 years, focusing on advanced R&D, efficient production systems, and strong customer service [1] Group 1: Business Strategy - The company is actively constructing a "1+3+N" industrial new pattern, which includes consolidating its main business in home appliance controllers while expanding into new business areas such as motor electronics, automotive electronics, and smart energy [1] - The strategic layout also includes emerging fields like healthcare, pet technology, low-altitude flight, and smart home solutions [1] Group 2: Product Development - Currently, the company's smart controller products do not involve CPO, F5G, or computing and data center-related fields [1] - The company adheres to an open innovation philosophy and plans to dynamically optimize its cooperation strategies based on technological trends and business needs [1] Group 3: Commitment to Disclosure - The company commits to timely information disclosure in accordance with regulations if there are any relevant developments in the future [1]