记者在现场了解到，中交科技城（北京·顺义）园区为工业研发用地，面积约为29亩，共建设了8栋楼 宇，包含多层研发楼、高层研发楼、配套服务楼和地下车库等配套附属设施。 新京报讯（记者耿子叶）10月10日，位于顺义区赵全营镇兆丰产业基地的中交科技城（北京·顺义）正 式开园投运，该园区定位智慧共享的专精特新中小企业全生命周期产业孵化平台。同时，园区落地了北 京专精特新企业顺义会客厅和"双聚人才"服务站，将为专精特新企业提供服务，链接人才资源。 目前，中港泰富（北京）高科技有限公司、北京中交城市开发有限公司、北京创元成业科技有限公司和 北京景讯科技有限公司4家企业，已于9月完成装修正式入园生产经营，签约面积超过4000平方米。与此 同时，北京乾芯科技有限公司等15家企业完成迁址注册。 北京创元成业科技有限公司是第一批入驻园区的企业，该公司总经理全东明说，入驻园区，企业最看重 的是平台全流程的服务，在这里企业可以专注于研发和生产。"搬到园区后，企业的产业空间扩大，产 能增加了一倍，刚入园就和园区企业签约了订单。现在，车间已经建成的3条产线全开，日产智能硬件 超过1.5万块。" 相关负责人介绍，预计12月底前，园区将再招引 ...

责任编辑：小浪快报 前海开源优质龙头6个月持有混合A（012483）成立日期2021年7月9日，最新规模5.48亿。今年以来收益 29.84%，同类排名3615/8166；近一年收益23.65%，同类排名4131/8014；成立以来亏损10.54%。 前海开源优质龙头6个月持有混合A（012483）基金经理为杨德龙。 截至发稿，杨德龙累计任职时间15年49天，现任基金资产总规模19.61亿元，任职期间最佳基金回报 82.77%， 任职期间最差基金回报-23.23%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 10月10日，科大讯飞跌5.05%，截至发稿，报56.63元/股，成交46.70亿元，换手率3.71%，总市值 1309.11亿元。 资料显示，科大讯飞股份有限公司位于安徽省合肥市高新开发区望江西路666号，成立日期1999年12月 30日，上市日期2008年5月12日，公司主营业务涉及语音支撑软件、行业应用产品/系统、信息工程和运 维服务等。主营业务收入构成为 ...

10月10日，歌尔股份跌5.15%，截至发稿，报37.55元/股，成交22.04亿元，换手率1.86%，总市值 1314.46亿元。 资料显示，歌尔股份有限公司位于山东省潍坊高新技术产业开发区东方路268号，成立日期2001年6月25 日，上市日期2008年5月22日，公司主营业务涉及精密零组件业务、智能声学整机业务和智能硬件业 务。主营业务收入构成为：智能硬件54.17%，智能声学整机22.17%，精密零组件20.25%，其他(补 充)3.41%。 从基金十大重仓股角度 责任编辑：小浪快报 中欧国证消费电子主题指数发起A（022643）成立日期2024年12月10日，最新规模1361.4万。今年以来 收益47.44%，同类排名1030/4220；成立以来收益48.52%。 中欧国证消费电子主题指数发起A（022643）基金经理为宋巍巍。 截至发稿，宋巍巍累计任职时间1年268天，现任基金资产总规模65.55亿元，任职期间最佳基金回报 139.88%， 任职期间最差基金回报-3.82%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指 ...

Investment Rating - The report does not explicitly state an investment rating for the mobile internet industry Core Insights - The overall user scale of China's mobile internet remains stable, with a projected growth in mobile internet users reaching 1.12 billion by mid-2025, reflecting a growth rate of approximately 1.1% [3][4] - The report highlights the stability of top applications, with a significant overlap among the top 100, 500, and 1000 apps, indicating a mature market [6][7] - AI applications are experiencing rapid growth, with AI-enabled smartphones accounting for over 51% of the market by mid-2025, showcasing a 380% increase in activation [14][15] - The short video segment is expanding, with a notable increase in user engagement and a demand for high-quality content [19][20] - The smart hardware market is thriving, driven by government subsidies and a growing consumer interest, with a projected market size of 793.8 billion yuan in 2025 [45][46] Summary by Sections Mobile Internet User Trends - The mobile internet user base is projected to grow steadily, reaching 1.12 billion by mid-2025, with a growth rate of 1.1% [3][4] - The report indicates a consistent increase in mobile internet users, with a year-on-year growth of 2.1% to 2.2% [3] Application Landscape - The overlap among the top applications remains high, with 88.0% for the top 100 apps, indicating a stable competitive landscape [6][7] - The report identifies the top six industries with significant monthly active user growth, including AI and short videos, with growth rates exceeding 200% for leading applications [9] AI Integration - AI applications are rapidly gaining traction, with over 5 billion AI-enabled smartphones expected by mid-2025, marking a 380% increase in activation [14][15] - The report emphasizes the importance of identifying new opportunities in AI applications based on maturity and frequency of use [16] Short Video Growth - The short video segment is characterized by diverse user preferences, with a demand for high-quality content despite its "fast food" nature [19][20] - Key factors influencing short video viewership include engaging plots and high production quality, while common reasons for abandoning shows include poor storytelling and lack of originality [25][23] Smart Hardware Market - The smart hardware market is experiencing robust growth, with a 20.5% increase in shipments in the first half of the year and a projected market size of 793.8 billion yuan by 2025 [45][46] - The report highlights the increasing variety and sophistication of smart hardware products, driven by consumer demand for interconnected devices [47][48]

9月30日，歌尔股份涨5.01%，截至发稿，报37.12元/股，成交71.40亿元，换手率6.36%，总市值1299.41 亿元。 资料显示，歌尔股份有限公司位于山东省潍坊高新技术产业开发区东方路268号，成立日期2001年6月25 日，上市日期2008年5月22日，公司主营业务涉及精密零组件业务、智能声学整机业务和智能硬件业 务。主营业务收入构成为：智能硬件54.17%，智能声学整机22.17%，精密零组件20.25%，其他(补 充)3.41%。 从基金十大重仓股角度 数据显示，长信基金旗下1只基金重仓歌尔股份。长信利泰混合A（519951）二季度持有股数8.88万股， 占基金净值比例为2.24%，位居第七大重仓股。根据测算，今日浮盈赚取约15.72万元。 长信利泰混合A（519951）成立日期2016年3月23日，最新规模5359.29万。今年以来收益45.26%，同类 排名1542/8167；近一年收益66.03%，同类排名1115/8010；成立以来收益79.88%。 截至发稿，王昭锋累计任职时间3年48天，现任基金资产总规模9242.98万元，任职期间最佳基金回报 14.3%， 任职期间最差基金回报 ...

Core Insights - The 2026 Global (Hangzhou) Cross-border E-commerce Trade Expo will be held from July 9 to 11, 2026, at the Hangzhou International Exhibition Center, focusing on cross-border trade in the electronics industry [1] - The expo is expected to attract 1,500 exhibitors and 100,000 professional visitors, covering an exhibition area of 60,000 square meters, making it one of the largest cross-border e-commerce events in the Asia-Pacific region [1] Industry Highlights - The expo will cover the entire industry chain, showcasing cutting-edge products such as consumer electronics, smart hardware, and semiconductors, providing comprehensive solutions from supply chain to end market [3] - An international platform will be established with a "Belt and Road" section, inviting over 50 countries' buyers to participate, aiding Chinese companies in expanding into emerging markets [3] - A global cross-border e-commerce summit will be held concurrently, featuring executives from platforms like Amazon and Alibaba International Station to share industry trends [3] - The Hangzhou International Exhibition Center will debut as an international venue post-Asian Games, equipped with smart logistics systems and digital exhibition services to enhance the experience for exhibitors [3]

盈趣科技也很突出，一直专心做智能硬件制造。它不仅参股了摩尔线程，和华为合作也很重要。它给华为新能源车厂提供了好多核心配件，在智能家居与工 业控制赛道的制造能力很强。 智慧城市和云服务领域也有亮点企业，浙大网新就是代表。它是摩尔线程在浙江省的总代理，负责多项业务的分销和推进，包括服务器和边缘计算。它和华 为在信创与鸿蒙生态合作方面关系很重要，对推动产业升级和国产化替代作用不小。科华数据在数据中心及清洁能源解决方案领域很厉害，它和摩尔线程、 贵安新区一起建了智算中心。这个合作让它和摩尔线程在算力资源上联系更紧密，也给华为在相关领域的协同发展提供了重要支持。 新兴显示与元器件领域也有很多创新的企业。翰博高新在车载显示和Mini - LED背光模组方面技术好，把产品布局在摩尔线程适配和华为生态终端的需求 里，能满足好几个应用场景。麦捷科技在电子元器件领域发展得稳，给摩尔线程提供关键磁性器件，融入了算力服务器供应链，给华为提供基站电源和其他 核心元件，产品有多元协同能力。 从这些企业在智能科技和行业生态协作里的表现能看出，它们各有独特竞争力，在热门赛道上深耕，还推动产业链自主化、智能化发展。 这些年，科技发展得很快，产 ...

Core Viewpoint - The stock price of GoerTek Inc. has shown significant fluctuations, with a year-to-date increase of 36.31% and a recent decline in the last 20 days by 4.74% [2] Financial Performance - For the first half of 2025, GoerTek achieved a revenue of 37.549 billion yuan, a year-on-year decrease of 7.02%, while the net profit attributable to shareholders was 1.417 billion yuan, reflecting a year-on-year increase of 15.65% [2] - Cumulatively, GoerTek has distributed 4.955 billion yuan in dividends since its A-share listing, with 1.706 billion yuan distributed in the last three years [3] Stock Market Activity - As of September 26, GoerTek's stock price was 34.98 yuan per share, with a market capitalization of 122.449 billion yuan [1] - The stock has been active on the trading board, with a net buy of 389 million yuan on August 26, and total buy and sell amounts of 1.514 billion yuan and 1.125 billion yuan respectively [2] - The stock has seen a net outflow of 43.1468 million yuan in principal funds recently, with significant buying and selling activity from large orders [1] Shareholder Structure - As of June 30, 2025, GoerTek had 345,800 shareholders, a decrease of 3.27% from the previous period, with an average of 8,919 circulating shares per person, an increase of 3.38% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 106 million shares, a decrease of 2.04173 million shares from the previous period [3]

Core Viewpoint - The Federal Reserve's decision to lower the federal funds rate by 25 basis points to a target range of 4.00%-4.25% reflects a response to economic slowdown and political pressure, presenting both challenges and opportunities for Chinese export enterprises and cross-border e-commerce [1]. Direct Impact: Exchange Rate Fluctuations and Cost Restructuring - The depreciation of the US dollar typically leads to the appreciation of the RMB, impacting the competitiveness of export prices. For instance, the USD/RMB exchange rate fell from 7.3 to around 7.1, potentially causing a profit decline of 0.5%-1% for the textile industry with every 1% appreciation of the RMB [7][8]. - The appreciation of the RMB reduces import costs for raw materials and consumer goods, allowing cross-border e-commerce companies to optimize procurement strategies, particularly in categories like 3C electronics and beauty products [8]. - Increased exchange rate volatility raises the risk of foreign exchange losses for enterprises, with some exporters experiencing losses exceeding 5% of net profit in a single quarter due to unhedged positions [9]. Indirect Impact: Capital Flows and Market Segmentation - The Fed's rate cut encourages capital flow to emerging markets, reducing financing costs for Chinese export enterprises. For example, the dollar loan interest rate decreased from 5% to 4%, alleviating financial pressure [10]. - While US consumer spending may be stimulated by lower rates, high inflation could weaken actual purchasing power, leading to mixed demand for Chinese exports, with some categories like home appliances and clothing seeing moderate growth [12]. Long-term Trends: Industrial Upgrading and Restructuring - Traditional export sectors face pressure to upgrade due to RMB appreciation and rising labor costs, prompting a shift of low-end production to Southeast Asia. Companies are encouraged to innovate and build brands to enhance value [15]. - High-tech products and flexible supply chains are becoming central to cross-border e-commerce, with high-tech exports projected to account for 35% of total exports by 2024 [16]. - Diversification into regional markets through agreements like RCEP is essential for reducing reliance on the US market, with exports to ASEAN expected to rise to 16% by 2024 [17]. Corporate Response Strategies: From Passive Adaptation to Active Transformation - Traditional export enterprises should implement dynamic hedging strategies, diversify settlement currencies, and enhance product and market upgrades through increased R&D and brand development [18][20]. - Cross-border e-commerce companies are advised to optimize supply chains through localized procurement and flexible production, while also adjusting operational strategies to reduce dependency on third-party platforms [22][24]. Conclusion - The Fed's rate cut may intensify short-term risks for Chinese export enterprises and cross-border e-commerce, but it also compels a shift towards high-tech and high-value-added operations, necessitating a robust competitive framework for sustainable growth [29].

9月25日，歌尔股份涨5.66%，截至发稿，报36.77元/股，成交44.52亿元，换手率4.05%，总市值1287.15 亿元。 资料显示，歌尔股份有限公司位于山东省潍坊高新技术产业开发区东方路268号，成立日期2001年6月25 日，上市日期2008年5月22日，公司主营业务涉及精密零组件业务、智能声学整机业务和智能硬件业 务。主营业务收入构成为：智能硬件54.17%，智能声学整机22.17%，精密零组件20.25%，其他(补 充)3.41%。 从歌尔股份十大流通股东角度 华泰柏瑞沪深300ETF（510300）基金经理为柳军。 截至发稿，柳军累计任职时间16年118天，现任基金资产总规模4669.72亿元，任职期间最佳基金回报 132.78%， 任职期间最差基金回报-45.64%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，华泰柏瑞基金旗下1只基金位居歌尔股份十大流通股东。华泰柏瑞沪深300ETF（510300）二 季度增持370 ...