证券研究报告 电子 | 元件 北交所|公司点评报告 hyzqdatemark 2025 年 12 月 30 日 证券分析师 赵昊 SAC：S1350524110004 zhaohao@huayuanstock.com 万枭 SAC：S1350524100001 wanxiao@huayuanstock.com 市场表现： | 基本数据 | | 2025 | 年 | 12 | 月 29 | 日 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价（元） | | | | | | | | | | | | 29.20 | | | 一 年 最 | / | | | | | | | 42.88/19.56 | 内 | 最 | 高 | | 低 | | （元） | | | | | | | | | | | | | | | 总市值（百万元） | | | | | | | 4,121.38 | | | | | | | | 流通市值（百万元） | | | | | | | 3,3 ...

Group 1 - Huayuan Co., Ltd. reported progress in the construction of its intelligent manufacturing base in Hubei and disclosed operational data for the first half of 2025 [1] - Lingge Technology announced new developments in its solid-state battery business, with a year-on-year increase in orders on hand [2] - Jiaxian Co., Ltd. shared updates on its photoresist business and a dual-wheel adjustment strategy during an investor meeting [3] Group 2 - Jinbo Bio announced plans to increase the registered capital of its wholly-owned subsidiary by RMB 165 million to support business development [4] - Qianjin Technology is utilizing RMB 15 million of its idle funds to purchase bank wealth management products to enhance fund efficiency [5] - Yiguangming is using RMB 30 million of its idle funds and RMB 18 million of raised funds for wealth management to improve fund efficiency [6] - Zecheng Electronics is investing RMB 26.9373 million of its idle funds in wealth management products [7] - Lijia Technology is allocating RMB 83 million of its idle funds for wealth management to enhance fund efficiency [8] Group 3 - Audiwei received a project designation notice from a leading intelligent driving system integrator, with an expected contract value of RMB 176 million [9] - Sanwei Equipment announced that several shareholders plan to reduce their holdings, with a maximum reduction of 1% of shares [10] - Guohang Ocean's wholly-owned subsidiary obtained a patent for a method and system for identifying abnormal behavior in ship entry and exit speeds, enhancing the company's competitive edge [11]

每经AI快讯，12月24日，奥迪威公告，收到某头部智驾系统集成商项目定点通知，确认公司为其供应 车规级智能传感器，根据该客户的预测，本次定点项目预计从2026年12月开始量产交付，生命周期预计 为3年，预计合同总金额为1.76亿元(不含税)。 ...

不过，公司也同步提示了相关风险。一是本次定点通知中的项目总金额仅为客户预测数据，不代表最终 实际采购数量，后续实际合作情况仍存在不确定性，具体交易金额以最终订单结算为准；二是宏观经济 形势、汽车产业政策调整、海外市场需求波动等因素可能对终端客户的生产计划及采购需求构成影响， 进而对本次定点项目的实施带来不确定性；三是由于项目预计于2026年12月才开始量产交付，因此对公 司本年度经营业绩不会构成重大影响，未来对经营业绩的具体影响金额及时间将取决于项目实际进展及 订单交付情况。 针对上述风险，奥迪威表示将持续加强与客户的沟通协作，严格按照客户订单要求，积极推进产品的研 发、生产及交付等各项工作，全力保障项目顺利实施。公司同时提醒广大投资者理性看待项目进展，注 意投资风险。 来源：新浪财经-鹰眼工作室 12月24日，广东奥迪威传感科技股份有限公司（证券简称：奥迪威，证券代码：920491）发布公告称， 公司近日收到某头部智驾系统集成商的项目定点通知，确认将为其供应车规级智能传感器。根据客户预 测，该项目预计从2026年12月开始量产交付，生命周期约3年，预计合同总金额为人民币1.76亿元（不 含税）。 项目内容 ...

Core Insights - Wuhan is transforming into a significant innovation growth hub, with its global research city ranking rising from 13th to 9th place [3] - The city is focusing on deep integration of technological and industrial innovation during the 14th Five-Year Plan period, establishing numerous national and provincial innovation centers [5][6] Group 1: Innovation Achievements - Wuhan has established 41 national key laboratories, ranking among the top in the country, and has produced 24 notable achievements from 8 laboratories [2] - The city has seen a rapid increase in high-tech enterprises, with over 16,600 high-tech companies, which is 2.66 times that of 2020 [6][7] - Major autonomous innovation outcomes include the world's first 8-inch silicon optical thin-film lithium niobate wafer and the first medical remote sensing experimental satellite [2] Group 2: Collaborative Efforts - The establishment of 11 industrial innovation joint laboratories has integrated 97 units and gathered over 3,700 researchers, with nearly 9 billion yuan invested in research funding [4] - The Wuhan University-led laboratory has developed a vehicle environmental state intelligent sensor, which has been applied in Dongfeng Motor, enhancing smart driving capabilities [2] Group 3: Government Support and Policy - The Wuhan government is actively promoting technology innovation by establishing offices to convert government investment projects into application scenarios, enhancing the AI industry [6] - The city has created a conducive environment for R&D enterprises, with over 1,100 R&D-focused companies and centers established during the 14th Five-Year Plan [7]