格隆汇2月4日丨有方科技(688159.SH)在投资者互动平台表示，公司的主要产品是物联网通信模组，基 带、射频、存储等芯片是模组的原材料，芯片厂商是公司的上游供应商，公司目前暂未有芯片业务，公 司物联网业务在正常推进且25年物联网海外市场收入实现增长。 ...

Core Viewpoint - The company, Youfang Technology (688159.SH), primarily focuses on IoT communication modules, with upstream suppliers providing essential components like baseband, RF, and storage chips [1] Group 1 - The company's main products are IoT communication modules [1] - Chips such as baseband, RF, and storage are the raw materials for these modules [1] - Currently, the company does not have a chip business [1] Group 2 - The company's IoT business is progressing normally [1] - The overseas market revenue for IoT is expected to grow in 2025 [1]

Economic Performance - Nanshan District's GDP for the first three quarters of 2025 reached 742.81 billion yuan, with a year-on-year growth of 5.8%, surpassing Shenzhen's average growth rate of 5.5% [1] - The primary industry saw a decrease of 13.7%, while the secondary industry grew by 5.6% and the tertiary industry by 5.9%, indicating a robust "dual-engine" growth model [1] Industrial Structure - Nanshan's industrial structure is characterized by a strong secondary industry and a competitive tertiary industry, with the secondary industry's growth rate significantly exceeding Shenzhen's average of 3.5% [1] - Strategic emerging industries account for over half of the GDP, reflecting a shift towards knowledge, technology, and innovation as the main drivers of economic growth [3] Strategic Focus - The district is focusing on 14 strategic emerging industry clusters, including robotics, semiconductors, and smart terminals, with robotics accounting for about 30% of the city's total industrial output [3][4] - Nanshan is developing a 10-kilometer industrial belt in the northern area to integrate R&D and high-end manufacturing, enhancing industrial chain collaboration [4][5] Innovation Ecosystem - Nanshan has established a comprehensive innovation ecosystem that includes policies for talent attraction, support for startups, and funding initiatives, aiming to create a favorable environment for innovation [7][8] - The district's R&D investment as a percentage of GDP is projected to reach 7.66% by 2025, nearly three times the national average, ensuring sustained innovation [5] Consumer Market - The social retail sales in Nanshan reached 95.96 billion yuan in the first half of 2025, with a year-on-year growth of 13.1%, leading the city [11] - The district is transforming shopping areas into lifestyle destinations, with significant new commercial developments enhancing the regional commercial ecosystem [13][14] Future Development - Nanshan aims to achieve a GDP exceeding 1 trillion yuan by 2025, positioning itself as a model for high-quality development in Shenzhen [14] - The district's approach combines government guidance with market-driven initiatives, fostering a dynamic environment for innovation and economic growth [14]