海通国际发布研报称，舜宇光学科技(02382)上半年收入大致符合预期，其盈利能力是一个关键亮点， 纯利同比增52.6%至16.5亿元人民币。另该公司管理层重申，有信心收入可持续录得中至高个位增幅。 该行将公司目标价由72.1港元上调至90.53港元，维持"跑赢大市"评级。 该行预计舜宇光学将录得更高利润率，因为公司的智能手机出货量保持稳定，并预计今年镜头及模组的 均价将分别提高25%和13%，并在明年升1.6%和6%;汽车产品业务收入预计在今明两年增长20%和18%; 各业务板块的利润扩张。 ...

智通财经APP获悉，海通国际发布研报称，舜宇光学科技(02382)上半年收入大致符合预期，其盈利能力 是一个关键亮点，纯利同比增52.6%至16.5亿元人民币。另该公司管理层重申，有信心收入可持续录得 中至高个位增幅。该行将公司目标价由72.1港元上调至90.53港元，维持"跑赢大市"评级。 该行预计舜宇光学将录得更高利润率，因为公司的智能手机出货量保持稳定，并预计今年镜头及模组的 均价将分别提高25%和13%，并在明年升1.6%和6%;汽车产品业务收入预计在今明两年增长20%和18%; 各业务板块的利润扩张。 ...

记者丨见习记者李益文 编辑丨叶映橙 8月26日，领益智造（002600.SZ）开盘后震荡上升，随后强势涨停，截至收盘报14.92元/股。 针对上述招聘信息及英伟达合作传闻，21财经・南财快讯记者以投资者身份致电领益智造求证。接线工 作人员回应称，不清楚公司是否有相关招聘；同时提到，公司与部分客户签有保密协议，客户信息无法 对外透露，关于与英伟达是否存在合作，建议投资者关注公司官方公告。 据公司官网介绍，领益智造成立于2006年，2018年登陆A股市场，是AI终端硬件核心供应商，主营业务 是为客户提供精密功能件、结构件、模组等一站式智能制造服务及解决方案。未来，公司将聚焦主业并 向上游延伸，全面发力机器人、服务器散热等第N增长曲线；拓展海外市场，提升海外盈利能力。 财务数据方面，领益智造2024年营收442.11亿元，同比增长29.56%，但归母净利润却同比下滑14.5%至 17.53亿元；不过2025年一季度业绩回暖，当季公司营收114.94亿元同比增长17.11%，归母净利润5.65亿 元同比增长23.52%。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 股价异动背后，一则招聘信 ...

记者丨 见习记者李益文 编辑丨叶映橙 针对上述招聘信息及英伟达合作传闻，21财经・南财快讯记者以投资者身份致电领益智造求 证。接线工作人员回应称， 不清楚公司是否有相关招聘；同时提到，公司与部分客户签有保 密协议，客户信息无法对外透露，关于与英伟达是否存在合作，建议投资者关注公司官方公 告。 据公司官网介绍，领益智造成立于2006年，2018年登陆A股市场，是AI终端硬件核心供应商， 主营业务是为客户提供精密功能件、结构件、模组等一站式智能制造服务及解决方案。未来， 公司将聚焦主业并向上游延伸，全面发力机器人、服务器散热等第N增长曲线；拓展海外市 场，提升海外盈利能力。 财务数据方面，领益智造2024年营收442.11亿元，同比增长29.56%，但归母净利润却同比下 滑14.5%至17.53亿元；不过2025年一季度业绩回暖，当季公司营收114.94亿元同比增长 17.11%，归母净利润5.65亿元同比增长23.52%。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 出品丨21财经客户端 21世纪经济报道 编辑丨黎雨桐 实习生郑莹莹 多家银行悄然降息，定存利率进入1时代 SFC 21 ...

Core Viewpoint - Luxshare Precision Industry Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with CITIC Securities, Goldman Sachs, and CICC as joint sponsors [1] Company Overview - Luxshare Precision is a global leader in precision manufacturing and innovative technology, providing integrated development and manufacturing solutions across various fields including consumer electronics, automotive electronics, and communication and data centers [3] - The company has a unique full-stack development and manufacturing platform, deeply involved in product design, R&D, production, and after-sales service, empowering over 100 Fortune Global 500 clients [3] - By 2024, it is estimated that one in every two smartphones, one in every three wearable devices, and one in every five smart cars will use Luxshare's products [3] Market Position - According to Frost & Sullivan, Luxshare ranks fourth globally and first in mainland China in the precision manufacturing solutions (PIMS) industry by revenue in 2024, maintaining a leading position across major business lines [3] Market Growth - The global precision manufacturing solutions market is expected to grow from RMB 9.47 trillion in 2025 to RMB 12.18 trillion in 2029, with a compound annual growth rate (CAGR) of 6.5% [4] - Growth is driven by increasing demand for high-precision products in end markets such as automotive electronics and communication/data centers, as well as advancements in technologies like AI, 3D printing, and robotics [4] Financial Performance - Revenue for Luxshare in 2022, 2023, and 2024 is projected to be RMB 214.03 billion, RMB 231.91 billion, and RMB 268.79 billion respectively, with a profit of RMB 104.91 billion, RMB 122.43 billion, and RMB 145.79 billion for the same years [5][6] - The automotive electronics and communication/data center business lines are experiencing rapid revenue growth, with CAGRs of 49.6% and 19.6% respectively from 2022 to 2024 [5]

人民财讯8月18日电，《河北省加快推动北斗规模应用三年行动方案(2025-2027年)》公平竞争审查征求 意见。其中提到，加强企业梯度培育，孵化一批专注于北斗导航芯片、模组、终端、软件开发、系统集 成及位置服务的创新型中小企业，推动其加快成长为高新技术企业、"专精特新"企业和瞪羚企业。通过 定向招商、场景开放等方式引育骨干企业，培育"链主"企业，形成"龙头引领-链条协同-集群发展"的产 业生态。发挥上市服务联盟和沪深北证券交易所河北基地作用，助推企业借力资本市场发展壮大。具备 条件的地区要结合当地实际，合理布局北斗产业，引导资源高效配置、产业集聚发展。 ...

Core Viewpoint - The commercial aerospace industry in China is rapidly developing, with multiple companies, including Geely's satellite constellation, making significant advancements and entering the capital market [3][4][6]. Group 1: Industry Developments - Several commercial aerospace companies, such as Zhongke Aerospace and Blue Arrow Aerospace, have initiated IPO counseling, indicating a strong push towards capital market engagement [3]. - The commercial aerospace sector is projected to exceed 2.5 trillion yuan, driven by policy support and innovation in business models [3]. - In the first half of 2024, China completed 35 successful space launches, a 16.7% increase from the same period in 2023, with commercial launches accounting for 40% of total missions [5]. Group 2: Geely's Satellite Constellation - Geely's satellite constellation, known as "Geely Starlink," has successfully launched 41 satellites and plans to increase this number to 64 within two months [3][5]. - The constellation aims to provide satellite IoT communication services globally, having established partnerships with over 20 telecom operators across various countries [3][10]. - Geely's satellite technology boasts a lower manufacturing cost of approximately 10 million yuan per satellite, significantly cheaper than traditional systems [6]. Group 3: Global Expansion and Applications - Geely Starlink is actively expanding into emerging markets, focusing on regions with weak communication infrastructure, such as the Middle East, Southeast Asia, and Africa [10]. - The company has developed satellite communication technology for smart vehicles, with applications already implemented in models like the Zeekr 001 FR [8][9]. - Geely's satellite services have been utilized in major events, including the Asian Games and the upcoming Winter Universiade, showcasing its capabilities in high-precision positioning and emergency communication [9].

新声半导体成立于2021年3月，系国家重点扶持的高新技术企业。业务方面，其专注于各类滤波器的设计与销售，产品涵盖BAW、SAW、TC- SAW、TF-SAW、IPD等类型，可提供从滤波器、双工器、多工器到模组的全系列产品，覆盖6GHz以下全频段。 近日，国产滤波器研发生产商深圳新声半导体有限公司（下称"新声半导体"）完成2.88亿元B+轮融资，本轮由洪泰基金领投，泓生资本、滕华投资、中山 金控、合肥市建投集团、滨湖金投集团跟投。 值得关注的是，新声半导体在本轮融资中，引入多地国资背景基金，如：合肥建投、滨湖金投，以及中山金控。 再看新声半导体，该公司成立于2021年3月，系国家重点扶持的高新技术企业。业务方面。其专注于各类滤波器的设计与销售，产品涵盖BAW、SAW、 TC-SAW、TF-SAW、IPD等类型，可提供从滤波器、双工器、多工器到模组的全系列产品，覆盖6GHz以下全频段。 据其官网信息，新声半导体创始团队由多位具备国际大厂背景的资深海归专家构成。截至目前，该公司已申请逾500项知识产权，授权发明专利超160项。 据其介绍，截至目前，该公司已有超100款产品投入量产。作为国产滤波器中少数拥有全栈自主设 ...

Core Insights - The latest stock price of Funeng Technology is 16.84 yuan, reflecting a 1.14% increase from the previous trading day [1] - The company reached a maximum intraday price of 17.20 yuan and a minimum of 16.52 yuan, with a total transaction amount of 5.01 billion yuan [1] Company Overview - Funeng Technology is a comprehensive energy solutions provider focused on the research, production, and sales of power batteries and battery systems [1] - The main products include battery cells, modules, and battery packs [1] Financial Performance - The company achieved a revenue of 11.68 billion yuan in 2024 and 2.32 billion yuan in the first quarter of 2025 [1] - Funeng Technology has reported losses for five consecutive years from 2020 to 2024, with a total loss amounting to 4.41 billion yuan [1] Shareholder Activity - Shareholder Shenzhen Anyan plans to reduce its holdings by 12.221 million shares, accounting for 1% of the total share capital, with a reduction amount of approximately 206 million yuan between July 25 and August 7, 2025 [1] - Another shareholder, Shanghang Xinyuan, intends to reduce its holdings by up to 24.24 million shares, representing 1.9832% of the total share capital, between August 13 and November 12, 2025 [1]

Core Viewpoint - The company, Lingyi Zhizao, is enhancing its capabilities in providing a comprehensive range of core components and modular services for humanoid robots, aiming to establish a one-stop solution platform for intelligent hardware [1] Group 1: Company Services - The company offers a one-stop service for core components such as lead screws, reducers, joints, and complete machine hardware ODM [1] - It has established a global and comprehensive processing and assembly factory for component manufacturing [1] - The company has developed a complete product matrix for machined structural components [1] Group 2: Future Plans - The company is planning to accelerate the construction of humanoid robot production lines and research facilities [1] - It aims to create a research and development center, manufacturing for machined parts, core components, modular manufacturing, and complete machine assembly [1] - The goal is to develop application scenarios for embodied intelligent hardware solutions [1]