（文章来源：证券日报） 证券日报网讯 12月1日，亚威股份在互动平台回答投资者提问时表示，威迈芯材为公司持股10.54%的参 股公司，未纳入公司合并报表范围，其经营业绩对公司不造成较大影响。公司未来将深耕高端智能装备 及服务领域，持续推动高端金属成形机床设备国产化，同时提升为下游行业中高端客户提供软硬件一体 化解决方案的能力。 ...

Group 1 - Shanghai Stock Exchange's Sci-Tech Innovation Board had 1 company listed, while Shenzhen Stock Exchange's ChiNext had 1 company listed during November 18-24 [2] - Hengkun New Materials focuses on key materials for integrated circuits, achieving a first-day stock price increase of 310.61%, closing at 50.54 CNY per share, a 237.16% increase from the issue price of 14.99 CNY, with a total market value of approximately 22.7 billion CNY [2] - Nanwang Digital provides digital construction solutions for the power energy sector, with a first-day stock price increase of 224.78%, closing at 20.51 CNY per share, a 260.46% increase from the issue price of 5.69 CNY, with a total market value of approximately 65.2 billion CNY [2] Group 2 - Two companies passed the listing committee review on the Shanghai Stock Exchange's Sci-Tech Innovation Board, while no companies were reviewed on the Shenzhen Stock Exchange during November 18-24 [3] - Zhenshi Co., Ltd. specializes in fiber-reinforced materials for clean energy applications, providing innovative solutions across various industries [3] - Easy Vision focuses on machine vision equipment for automotive manufacturing, providing solutions for various manufacturing processes [4] Group 3 - One company submitted a listing application on the Shanghai Stock Exchange's Sci-Tech Innovation Board, while one company submitted an application on the Shenzhen Stock Exchange's ChiNext during November 18-24 [4] - Beidou Institute specializes in satellite navigation and aerospace control technologies, with an IPO application accepted on November 21, aiming to raise 709 million CNY for product upgrades and research projects [5] - Financial projections for Beidou Institute show revenues of 243 million CNY, 285 million CNY, and 325 million CNY from 2022 to 2024, with net profits of approximately 76.18 million CNY, 81.71 million CNY, and 82.94 million CNY respectively [6] Group 4 - Green Bio focuses on the research, production, and sales of fragrance products, with an IPO application accepted on November 21, aiming to raise 690 million CNY for production projects and R&D upgrades [10] - Financial projections for Green Bio show revenues of 631 million CNY, 735 million CNY, and 961 million CNY from 2022 to 2024, with net profits of approximately 68.14 million CNY, 92.92 million CNY, and 150 million CNY respectively [11] Group 5 - Hong Kong Stock Exchange had 1 company listed during November 18-24 [13] - Innovation Industry focuses on aluminum industry chain, with a first-day stock price increase of 32.76%, closing at 14.59 HKD per share, with a total market value of approximately 29.2 billion HKD [14] Group 6 - Six companies passed the hearing on the Hong Kong Stock Exchange's main board during November 17-24 [18] - Notable companies include Yujian Xiaomian, a Chinese noodle restaurant operator, and Jinyan High-tech, specializing in coal series kaolin [19][20] Group 7 - Several companies submitted listing applications on the Hong Kong Stock Exchange during November 17-24, including Kanop, Dongshan Precision, and NobiKan [25][31][34] - Kanop focuses on industrial robots and aims to enhance R&D capabilities and expand market presence [31] - Dongshan Precision is a leading global PCB supplier, with plans to upgrade production facilities and repay debts [34] Group 8 - NobiKan specializes in AI and digital twin technologies, with a focus on transportation and energy sectors [39] - Financial projections for NobiKan show revenues of 253 million CNY, 362 million CNY, and 403 million CNY from 2022 to 2024, with net profits of approximately 6.3 million CNY, 8.9 million CNY, and 11.5 million CNY respectively [40] Group 9 - Mandi International focuses on skin health and weight management solutions, with a strong market presence in hair loss treatment products [44] - Financial projections for Mandi International show revenues of 982 million CNY, 1.23 billion CNY, and 1.46 billion CNY from 2022 to 2024, with net profits of approximately 202 million CNY, 341 million CNY, and 390 million CNY respectively [45] Group 10 - Lingyi Intelligent Manufacturing aims to provide comprehensive intelligent manufacturing services, with a focus on AI hardware [47] - Financial projections for Lingyi show revenues of 34.5 billion CNY, 34.2 billion CNY, and 44.3 billion CNY from 2022 to 2024, with net profits of approximately 1.56 billion CNY, 2.01 billion CNY, and 1.76 billion CNY respectively [48] Group 11 - Hailan Home aims to optimize sales channels and enhance brand image through its IPO, with a strong market position in men's apparel [51] - Financial projections for Hailan show revenues of 17.9 billion CNY, 20.8 billion CNY, and 20.2 billion CNY from 2022 to 2024, with net profits of approximately 2.06 billion CNY, 2.92 billion CNY, and 2.19 billion CNY respectively [53]

据港交所11月18日披露，诺比侃人工智能科技(成都)股份有限公司(简称：诺比侃)递表港交所主板，中 金公司（601995）为其独家保荐人。这是该公司第三次递表港交所。根据灼识咨询，基于2024年该公司 轨道交通领域与供电相关的收入，该公司为中国第二大AI+供电检测监测系统提供商，市场份额约 5.9%，以及基于2024年轨道交通收入，该公司在中国轨道交通行业提供AI+检测监测解决方案的企业中 排名第三，市场份额约1.8%。 该公司专注于AI和数字孪生等先进技术在交通、能源及城市治理等领域的产业化应用。该公司主要提 供基于全面的AI行业模型的软硬件一体化解决方案，用于监测、检测和运维等用途。 ...

Core Insights - Hard Egg Innovation (00400.HK) reported a strong revenue growth of 54.5% year-on-year, reaching RMB 6.677 billion for the first half of 2025, with a net profit of RMB 190 million [1] - The company's strategic transformation from a chip trading platform to a technology integration platform has yielded significant results, driven by the explosive demand for AI computing power globally [1] Business Performance - The core driver of the revenue growth is attributed to the outstanding performance of its subsidiary, Keton Technology, which serves as a key supplier in the AI computing supply chain [1] - Keton Technology has established close partnerships with over 80 leading chip manufacturers, including Nvidia, Xilinx, Intel, and AMD, enabling it to efficiently respond to the high demand for high-performance AI chips [1] - Keton Technology not only provides hardware but also offers integrated software and hardware solutions in the "AI infrastructure + AI intelligent terminal" sector, supporting thousands of innovative clients with deep technical assistance [1] Diversification and Future Strategy - The other significant segment, Hard Egg Technology, demonstrates diversified growth potential through a "dual-engine" strategy, focusing on domestic AI computing opportunities and strengthening partnerships with leading companies like Huawei [2] - The company is also committed to the renewable energy sector, particularly in battery swapping for two-wheeled vehicles and battery recycling [2] - Hard Egg Innovation's CEO emphasized the successful completion of the strategic upgrade and the establishment of an efficient business loop, serving tens of thousands of innovative enterprises [2] - The company aims to continue leveraging "infrastructure + value-added services" as dual engines to transform data resources into strategic assets, building a solid competitive moat for sustainable long-term value creation for shareholders [2]

Group 1 - The core viewpoint of the articles is the strategic partnership between Baolong Technology and Junlian Zhixing, which aims to enhance collaboration in the fields of intelligent assisted driving and smart cockpits [2][4][5] - The collaboration is expected to significantly improve supply chain efficiency and accelerate the research and application of new technologies, enabling manufacturers to bring advanced and reliable smart vehicle products to market faster [4] - Junlian Zhixing, a subsidiary of Joyson Electronics, has over 20 years of experience as a first-tier supplier to global OEMs, collaborating with renowned automotive brands such as Volkswagen, Audi, BMW, NIO, and HiPhi [4][5] Group 2 - Baolong Technology is a global supplier of intelligent and lightweight technology solutions for the automotive industry, with a presence in China, North America, and Europe, including 9 production parks, 19 factories, and 11 R&D centers [5] - The partnership will focus on L2 to L4 level assisted driving and smart cockpit areas, leveraging each company's strengths to achieve resource sharing and complementary advantages [5] - The strategic cooperation is seen as a strong alliance in technology and market, aiming to transform the smart automotive industry and provide users with a more intelligent, safe, and personalized travel experience [5]