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小米股价跌超5%创两月新低,大和下调印度市场预期成主因
Jin Rong Jie· 2025-08-07 05:37
8月7日,小米集团-W股价出现明显波动,盘中一度跌超5%,触及近两个月来的最低点。截至发稿时, 该股跌幅收窄至4.07%,成交额接近80亿港元。 据悉,大和发布相关报告,预计小米在2025年第二季度的智能手机出货量可能略低于此前预测。报告指 出,印度市场的表现成为主要拖累因素,该地区智能手机销量预计将出现25%的同比下降。这一预期调 整对市场情绪产生了一定影响。 与此同时,智能手机需求疲软和高库存问题也给公司二季度业绩带来压力。有机构将小米目标价小幅下 调至69.85港元,并提及其中国平均销售价格跟踪数据显示,二季度小米旗舰智能手机型号的平均售价 增速较一季度明显放缓。 从基本面来看,小米在智能手机市场的表现仍然保持增长态势。2025年第一季度,小米全球智能手机出 货量达到4180万台,同比增长3.0%,已连续7个季度实现同比增长。在中国市场,小米更是以1330万台 的出货量和39.9%的同比增幅重回第一位置。 除手机业务外,小米汽车业务也展现出良好发展势头。7月份,小米汽车交付量超过3万台,产能提升成 为推动交付量攀升的重要因素。公司正在扩大销售渠道,目前在全国97个城市拥有352家门店。 截至目前,小米A ...
普天科技:致力数据治理领域打造核心能力平台
Jin Rong Jie· 2025-08-06 04:25
Core Viewpoint - The company is actively exploring artificial intelligence (AI) applications across various sectors, focusing on data governance and specialized communication networks to drive innovation and digital transformation in industries [2]. Group 1: AI Applications in Public Communication - The company is developing a core capability platform in data governance, which includes data integration, governance, development, sharing services, security, operations, and information resource portals [2]. - The aim is to achieve precise alignment with intelligent scenarios driven by data and the integration of real and digital elements, managing the entire data lifecycle with high-quality datasets [2]. Group 2: AI Applications in Specialized Communication - The company is enhancing industry innovation applications in urban rail transit, emergency communication, and industrial networks through intelligent operations and digital support [2]. - Future efforts will focus on strengthening AI technology in specialized communication applications, particularly in sectors like rail transit, emergency services, and oil and gas [2]. Group 3: Smart Manufacturing and IoT - The company is upgrading smart factories, automation equipment, and smart logistics to improve production efficiency while actively pursuing AI-related PCB orders [2]. - A comprehensive IoT technology system has been established, including an AIoT platform, intelligent edge gateways, and smart IoT terminals, to support intelligent upgrades across various fields [2]. Group 4: Agricultural Applications - The subsidiary, Electric Navigation, is integrating AI technology with industry applications in agriculture, achieving precise operations of smart agricultural machinery through high-precision positioning and data-driven decision optimization [2].
新股速递|AIoT赛道黑马:特斯联(83%增长 vs 21亿亏损)的突围与隐忧
贝塔投资智库· 2025-07-07 03:58
点击蓝字,关注我们 · 政府及企业订单恢复 (2023年新签约客户194名,较2022年175名增长10.9%)。 · 海外市场扩张 (已覆盖全球160个城市,800+客户,包括阿联酋、新加坡等)。 | | 2022年 | | 2023年 | | 2024年 | | | --- | --- | --- | --- | --- | --- | --- | | | 人民幣 | 96 | 人民幣 | 95 | 人民幣 | 45 | | | | | (人民幣千元,百分比除外) | | | | | AI產業數智化. | 472.456 | 64.0 | 624,103 | 62.0 | 1.640.645 | 89.0 | | AI城市智能化. | 152.660 | 20.7 | 224.047 | 22.3 | 144.633 | 7.8 | | AI智慧生活 .. | 80.806 | 10.9 | 76,738 | 7.6 | 30.886 | 1.7 | | AI智慧能源 .. | 32,366 | 4.4 | 81,360 | 8.1 | 26.935 | 1.5 | | 總計 | 738,288 | 10 ...