7月13日消息，巴西里约热内卢第一商业法院作出裁决，认定中国新能源汽车制造商 比亚迪侵犯了 日本专利运营公司IP Bridge的两项 4G通信技术 专利 ，要求其在收到传票后五天内立即停止在巴西 销售的电动汽车中使用相关技术，否则将面临每天2万 雷亚尔 （现汇率约合2.58万元人民币每天） 的罚款。 本次纠纷的原告IP Bridge是一家专门从事通信技术专利授权的日本企业，其声称全球85%的车企已购买 其专利许可，但和比亚迪未达成协议。法院裁定 比亚迪旗下车型使用的4G通信模块侵犯了IP Bridge的 两项专利，涉及车载通信、远程控制、在线升级等核心功能 。根据裁决， 比亚迪 需在十天内提交销售 数据和执行方案 ， 公开受影响车辆的具体数量，并说明技术停用后的整改措施。 这种除了停止销售，还要公开销售数据要求比较少见，可能后续会面临更多法律程序。 这场纠纷还牵出了一些行业秘密。据知情人士透露，有些车企为了快速上市产品，往往先卖车再补交专 利费。但像IP Bridge这样的公司专门盯着这种情况，一旦发现就立刻起诉索赔。现在车企必须在研发阶 段就把专利风险算进去。 未来几个月或是关键期。比亚迪要么选择交专利费， ...

萤石网络 20250710 摘要 银石网络在智能入户领域的发展情况如何？ 智能入户领域方面，从去年（2024 年）开始，公司对这一块业务充满信心。 尤其是 Y3,000 人脸锁和视频锁系列推出后，在研发、用户体验反馈等方面表 现出色。与德施曼凯迪仕等传统锁具品牌相比，银石网络在视频视觉能力、自 研算法及成本优化上具有明显优势，这使得公司的产品创新性价比领先于其他 竞争对手。 此外，这两年智能锁品牌认知度显著提升，公司市占率不断上升。 因此，对于智能入户业务的发展前景，公司充满信心，并认为能够持续保持领 先地位。 今年（2025 年）公司对智能锁产品进行了哪些创新和升级？ 公司预计 2025 年 SHC 业务保持稳健增长，尽管专业客户渠道有所收缩， 但 4G 电池相机等细分市场表现突出，创新产品如带屏视频通话摄像机 和宠物喷雾相机也具增长潜力，海外市场需求差异大，但新机会点不断 涌现。 银石网络在智能入户领域，特别是 Y3,000 人脸锁和视频锁系列，凭借 视频视觉能力、自研算法及成本优化，与传统品牌相比具有竞争优势， 市场占有率不断提升，对智能入户业务发展前景充满信心。 2025 年，银石网络推出搭载南海大模 ...

新亚电子在互动平台表示，公司目前"藕芯结构"解决方案已在PCIe系列产品实现规模量产，公司具备规 模化量产的技术储备和产线基础，目前在224G/448G外部高速铜缆上处于推广应用阶段。 ...

7月9日晚，高新兴（300098.SZ）发布定增预案，拟募资不超3.74亿元，用于"车联网通信产品扩产项目"和"深圳研发及运营中心项目"及补充流动资金。发行 价格尚未确定。 投资者记忆中，这已是公司第八次抛出定增方案。前四次定增累计募资超32亿元（三次折戟）。颇具讽刺意味的是，伴随着一轮又一轮的定增，高新兴的业 绩曲线却走出了一条清晰的反向轨迹：营收连年萎缩，净利润深陷亏损泥潭。市场对其"习惯性圈钱"的质疑，已成为挥之不去的背景音。 回望十五年上市路，高新兴已三度改换门庭：从通信运维到大安防，再从大数据到车联网，每次转身都踩中行业风口。细看募投项目，高新兴有着持续加码 车联网的意味。但考虑到前次定增曾上演两度问询后主动撤回定增的戏码，此次定增能否如愿落地，需要打个问号。 定增机器再启动 高新兴《2025年度向特定对象发行A股股票预案》显示，公司拟向特定对象发行股票，募集资金不超过3.74亿元，其中，1.76亿元用于"车联网通信产品扩产 项目"，8776万元用于"深圳研发及运营中心项目"，1.1亿元用于补充流动资金。 | 序号 | 项目名称 | 项目投资总额 | 拟使用募集资金 | | --- | --- | ...

Sequans to Participate in Roth Fireside Chat on July 16, 2025July 10, 2025 8:00 AM EDT | Source: Sequans CommunicationsParis, France--(Newsfile Corp. - July 10, 2025) - Sequans Communications S.A. (NYSE: SQNS), a leading provider of 4G and 5G semiconductors and modules for the Internet of Things will participate in a fireside chat with Scott Searle, Senior Research Analyst, Roth Capital Partners on Wednesday, July 16, 2025, to discuss the company's recently announced bitcoin treasury initiativ ...

Sequans Closes $384 Million Strategic Investment to Launch Bitcoin Treasury InitiativeRaise consists of $195 Million PIPE and $189 Million in Convertible DebenturesJuly 08, 2025 6:00 AM EDT | Source: Sequans CommunicationsWill Use Net Proceeds to Launch Treasury Strategy Focused on BitcoinTransaction Reflects Strong Conviction in Bitcoin as a Premier Asset and Compelling Long-Term InvestmentParis, France--(Newsfile Corp. - July 8, 2025) - Sequans Communications S.A. (NYSE: SQNS) ("Sequans" or ...

Core Viewpoint - Shenzhen Hongdian Technology Co., Ltd. has established itself as a leader in the IoT communication field, continuously innovating and adapting to new mobile communication technologies from 2G to 5G, and now preparing for 6G [4][6]. Group 1: Company Development and Innovation - Founded in 1997, Hongdian launched the first GPRS-based wireless DTU terminal in 2002, marking a significant milestone in its development [5]. - The company has consistently integrated new technologies such as AI, big data, and cloud computing into its products, leading to multiple industry-first innovations [4][5]. - Hongdian's products are widely used across various sectors including industrial, power, environmental, meteorological, commercial, financial, medical, transportation, agriculture, and municipal services, serving over 30,000 industry clients [6]. Group 2: Technological Advancements - The company emphasizes software development, which is considered its core focus, particularly in the realm of Software Defined Networking (SDN) [8]. - Hongdian's new IoT systems leverage the integration of software definition and AI, enabling remote configuration and significantly reducing operational costs [8][9]. - The company has developed a comprehensive solution for smart express cabinets, utilizing 4G AI industrial computers and a management platform for efficient wireless networking [9]. Group 3: Strategic Growth and Global Expansion - In 2022, Hongdian moved to a new headquarters in a key development area of Shenzhen, benefiting from local talent attraction and supportive government policies [10][11]. - The company invests over 16% of its revenue in R&D, focusing on the integration of 5G and AI technologies [11]. - Currently, 75% of Hongdian's revenue comes from domestic markets, with plans to increase overseas revenue to 50% in the coming years, targeting Europe and the Middle East as primary markets [11].

证券研究报告 | 2025 年 07 月 08 日 重点推荐 《策略|中观景气度高频跟踪及运用——中观景气度数据库和定量模型应 用》 1、从整体的行业景气度方面来看，本周煤炭、机械设备、电子、食品饮 料、纺织服饰、非银金融、公用事业、商贸零售等行业整体呈上行趋势； 电力设备、医药生物、轻工制造、家用电器、汽车、银行、房地产、环保 等行业整体呈下行趋势。本周，我们预测了未来 4 周表现较优的申万二级 行业。重视汽车零部件、自动化设备、专用设备、元件、半导体、光学光 电子、商用车、工程机械、通用设备、汽车服务、电子化学品Ⅱ、造纸、 电视广播Ⅱ、游戏Ⅱ、电机Ⅱ等申万二级行业。相较于上周，新增了汽车 零部件、半导体、光学光电子、工程机械等。2、截至 2025 年 07 月 06 日，重视行业值得关注的景气度数据有：汽车：乘用车日均销量大幅上升 18.44%，但半钢胎轮胎开工率下降 7.64 个百分点。机械设备：氧气（液 体）出厂价上涨 4.65%。电子：DRAM（DDR34Gb）价格上涨 2.19%。轻 工制造：白卡纸价格下降 2.38%。电力设备：三元材料 5 系价格上涨 0.89%， 六氟磷酸锂价格下降 2.32 ...

证券研究报告 | 2025年07月07日 | 晨会纪要 | | --- | | 数据日期:2025-07-04 | 上证综指 | 深证成指沪深 | 300 指数 | 中小板综指 | 创业板综指 | 科创 50 | | --- | --- | --- | --- | --- | --- | --- | | 收盘指数（点） | 3472.31 | 10508.76 | 3982.20 | 11940.08 | 3009.77 | 984.80 | | 涨跌幅度（%） | 0.32 | -0.24 | 0.35 | -0.32 | -0.70 | -0.01 | | 成交金额（亿元） | 5672.41 | 8613.03 | 2905.12 | 3087.45 | 4204.51 | 245.24 | $\frac{\pi^{*}}{2\pi}$$\frac{\pi^{*}}{2\pi}$$\frac{\pi^{*}}{2\pi}$$\frac{\pi^{*}}{2\pi}$$\frac{\pi^{*}}{2\pi}$$\frac{\pi^{*}}{2\pi}$$\frac{\pi^{*}}{2\pi}$$\fr ...

Investment Rating - The report maintains an "Outperform" rating for the communication industry [5] Core Insights - The global computing infrastructure remains highly prosperous, with a continued positive outlook on computing directions. The global server market is expected to reach $366 billion in 2025, growing by 44.6% year-on-year. The market for GPU-equipped servers is projected to grow by 46.7%, nearly accounting for half of the overall market [12][19][22] - The deployment of NVIDIA's GB300 AI systems has begun, indicating sustained growth in the global AI landscape. CoreWeave and Dell Technologies announced the launch of the first batch of GB300 NVL72 AI systems, which are equipped with advanced GPUs and CPUs to meet increasing AI computing demands [23][24] - China Mobile's procurement of AI servers worth 3.2 billion yuan marks a significant acceleration in AI inference computing infrastructure development, highlighting the urgency for operators to enhance AI application capabilities [35][40] Summary by Sections Industry News Tracking - The global computing infrastructure is expected to maintain high prosperity, with a focus on computing directions. The global server market is projected to reach $366 billion in 2025, with a year-on-year growth of 44.6% [12][19] - The Chinese GenAI IaaS market is anticipated to grow by 165% year-on-year in the second half of 2024, reaching 8.74 billion yuan, marking a significant share in the overall AI IaaS market [16][22] Market Performance Review - The communication index fell by 0.10% this week, while the Shanghai and Shenzhen 300 index rose by 1.54%, resulting in a relative return of -1.64%, ranking 26th among primary industries [3][48] Investment Recommendations - Focus on AI computing infrastructure across various segments, particularly in optical devices and copper connection industries, which are expected to benefit from the global AI development [4][55] - Long-term investment in the three major telecom operators is recommended due to their stable operations and increasing dividend ratios, with a cumulative revenue of 748.8 billion yuan in the first five months of the year, reflecting a 1.4% year-on-year growth [4][55]