当前中国企业出海方式较以往更加精细，与过去粗放模式存在明显区别，出海表现较好的企业通常具有 以下特征： 随着贸易战关税、境外合规政策等变动，倒逼企业快速调整业务策略，需要灵活、快速的基于市场宏观 条件进行调整自身业务，提高企业竞争力。 一是坚持"全球化"就是"本地化"，深耕本地市场发展，并从粗放型生产加工转向品牌出海，更注重产品 质量与品牌； 二是企业更注重知识产权保护，以规避漫长的知识产权诉讼纠纷。 除此之外，中国企业在欧洲应更加重视碳排放等绿色标准领域的挑战。 要真正在海外扎下根，离不开"共生共融"。罗永龙指出，当前中国企业出海的核心市场覆盖中东、东南 亚、非洲和南美等。但在拓展非美市场时，是一个供应链重构的过程，若产业链生态未同步出海，中国 企业单独出海的成本将变得非常高，因此生态出海成为重点。而推动中国企业生态出海，需要政府、行 业协会、自律组织等协调，带动上下游服务商形成一揽子出海计划，解决供应链配套问题。 面对复杂的国际贸易环境，企业需要强化合规能力，认真研究目标国贸易规则和条款，从被动应对转为 主动适应常态化贸易环境。 作为企业全球化的"支付底座"，PingPong已经建立了遍布中国内地、中国香 ...

When I first arrived in Tashkin in last September, I carried three things with me. A suitcase of belongings, the weight of rejected university applications, and loneliness so heavy I could feel it pushing me down. In the elevator of American University of Technology, a staff member once turned to me and asked, "You study here? I haven't seen you before." Despite being weeks into the semester, I had become invisible, a ghost drifting between classrooms and an empty apartment.speaking to no one, known by no o ...

2025.07. 11 本文字数：2608，阅读时长大约4分钟 作者 | 第一财经 周艾琳 近期有消息援引券商报告提及，区块链数据分析企业Chainalysis的分析表明，自2023年以来，义乌 市场上的稳定币（如USDT等）在跨境支付方面的链上流通已经超过了100亿美元（约合717亿元人 民币）。 然而，第一财经记者也发现，Chainalysis 的相关报告并无处可查，且研究数据来源亦无从考证。同 时，接受记者采访的义乌贸易商以及多个服务欧美客户的中大型出口商表示，义乌外贸人都普遍比 较"老派"，很少使用稳定币，而且传统方式能享受一定比例的退税，但稳定币支付不符合政策条件， 失去显著成本优势。 山珀针纺织品（上海）有限公司总经理袁皓天对第一财经记者表示："我们周遭的工厂或者外贸公 司，基本没有使用稳定币来做交易。" 在他看来，传统外贸的主流收款方式是电汇和信用证（L/C），至于现在有很多跨境收款方式，包含 连连、PingPong、Airwallex、Payoneer等，这些支付方式主打的是降低手续费外加外汇兑换更便 利。不过对于传统外贸的工厂来说，几乎都会在境外设立银行账户，当前美元还是最主流的首选付款 货 ...

Market Performance - The main board led the gains with notable increases in stocks such as Xinyada (+10.03%), Desheng Technology (+10.02%), and Jingbeifang (+10.01%) [1] - The ChiNext board saw significant growth, particularly with Longyang Electronics (+20.00%) and Nanling Technology (+19.98%) [1] - The Sci-Tech Innovation board was led by TuoJing Technology (+5.78%) and JinChengZi (+5.51%) [1] - Active sub-industries included SW Games III (+2.80%) and SW Printed Circuit Boards (+2.03%) [1] Domestic News - Xiamen Silan Microelectronics has commenced the first equipment installation for its 8-inch silicon carbide power device chip manufacturing line, with a total investment of 12 billion yuan and an annual production capacity of 720,000 chips [1] - The foundation for the high-precision photomask project by Lu Wei Optoelectronics has been laid, with a planned investment of 2 billion yuan, focusing on high-end photomasks for AMOLED and LTPO/LTPS [1] - China Mobile Zhejiang announced the procurement results for its 2025 FTTR products, with Huawei and ZTE winning all bids for a total of 99,750 units [1] - Nanya Technology reported a strong revenue growth in June, reaching 4.074 billion New Taiwan dollars, marking a 22.2% month-on-month increase and a 21.1% year-on-year increase, the highest monthly revenue in three years [1] Company Announcements - Mulin Sen plans to acquire an 18.7722% stake in Puri Optoelectronics for approximately 256 million yuan, which will not significantly impact the company's financials [3] - China Software reported a change in equity, with China Electronics increasing its stake to 13.00% following a stock issuance [3] - New Yichang announced a cash dividend of 2.00 yuan per 10 shares for the 2024 fiscal year [3] - Shenzhou Taiyue declared a cash dividend of 1 yuan per 10 shares based on a total share capital of 1,962,564,954 shares [3] Overseas News - Hanmi Semiconductor has begun production of its latest chip packaging equipment, TC Bonder 4, designed for the sixth-generation high bandwidth memory (HBM4) [4] - Codasip, a European RISC-V processor IP supplier, has initiated a sales acceleration program for its core processor design tools [4] - Counterpoint Research reported a 2% year-on-year decline in global smartwatch shipments for Q1 2025, marking the fifth consecutive quarter of decline [4] - BMW announced that its automatic charging robot has passed the trial period and will be deployed based on future market conditions [4]

金十数据6月27日讯，初灵信息公告称，全资子公司网经科技与中国移动通信集团终端有限公司签订 《中国移动终端公司（第一批）深度定制（GPON 带频企业网关）制造服务合作合同》，上限金额为 6441万元或数量达到20万台。合同不含税金额上限5700万元，占公司最近一期经审计的营业收入的 22.67%。 初灵信息：全资子公司签署GPON带频企业网关采购框架合同 ...

在全球数字经济加速发展的背景下，光通信行业正经历从400G到1.6T的技术跃迁。 作为一家专注于提供与光通信、宽带及无线技术相关的高效实时连接解决方案的全球化公司，从电信宽 带接入起家，到建立工业化信息系统布局自动化、信息化，再到将业务触角衍生至光模块，剑桥科技 （603083）(603083.SH)在综合光学与无线连接设备(OWCD)行业的布局愈发综合。 根据弗若斯特沙利文资料，剑桥科技在全球OWCD行业中排名第五，是少数几家能够同时提供光通 信、宽带及无线技术相关高效即时连接解决方案的公司之一。2017年，剑桥科技于A股顺利完成上市。 如今，公司又再度向港交所发起了冲锋的号角。 聚焦AI基础设施，光连接、宽带、无线技术三驾马车并进 智通财经APP了解到，剑桥科技的主营电信、数通和企业网络终端设备以及高速光模块产品的研发、生 产和销售。而随着时代技术需求的发展和更迭，剑桥科技目前也将业务愿景转移到了为支持人工智能发 展提供关键基础设施部件上来。 目前，公司业务涵盖光连接解决方案、宽带解决方案和无线技术解决方案三大板块。 在光连接解决方案领域，剑桥科技已率先开发出800G及1.6T光模块产品，并实现800G光 ...

证券代码： 300504 证券简称：天邑股份 四川天邑康和通信股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活动 | 特定对象调研 分析师会议 □ □ | | --- | --- | | 类别 | 业绩说明会 □ 媒体采访 √ | | | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 参与公司 2024 年度网上业绩说明会的投资者 | | 人员姓名 | | | 时间 | 年 月 日 (周二) 下午 2025 4 29 15:00~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、董事、总经理白云波 | | 员姓名 | 2、财务负责人廖敏江 | | | 3、独立董事唐芸茜 | | | 4、董事会秘书杨杰 1、公司始终坚守主营业务说明对主业有信心，更应该回购。可 | | | 是公司 2024 年归属上市公司股东净利润-26,425,411.15 元，同 比下降 12 ...

Group 1 - The company highlighted the development prospects of high-speed broadband technology, including XGPON, WiFi6, and 5G, indicating that gigabit broadband has undergone several large-scale equipment procurement phases since its promotion [1] - The next-generation optical network upgrade direction is the 10G optical network, which is a key component of new information infrastructure, providing users with 10G access capabilities through technologies like 50G-PON, FTTH, FTTR, and AI integration [1] - The company emphasized its technological advantages based on fiber optics, wireless, PON, IPTV, routers, and heat shrink technology, focusing on product development for telecom operators and overseas markets to enhance competitiveness [1] Group 2 - The company plans to deepen its strategy of "large market, large projects, large customers," optimizing its operational system while consolidating traditional business advantages and actively cultivating new growth points [2] - The focus will be on the domestic telecom operator market and international markets, promoting product upgrades and market expansion comprehensively [2]

Core Viewpoint - Company reported a significant decline in net profit for 2024, with a net loss of approximately 26.43 million yuan, a decrease of 126.24% year-on-year, indicating financial challenges ahead [2][12]. Financial Performance - In 2024, the company's operating revenue was 1.77 billion yuan, down 30.81% year-on-year [2]. - The net profit attributable to shareholders was -26.43 million yuan, reflecting a 126.24% decline compared to the previous year [2][12]. - The net profit after deducting non-recurring gains and losses was -27.85 million yuan, a decrease of 129.60% year-on-year [12]. Strategic Focus - The company aims to enhance its market position by focusing on AI integration with communication equipment, 50G PON, and 6G technology research [12]. - The 2025 core operational goals include deepening the "large market, large projects, large customers" strategy, optimizing operational systems, and fostering new growth points [5]. R&D and Product Development - The company has made significant R&D investments, launching new products such as FTTR micro-distribution products and cloud computing devices, which are expected to enhance competitiveness [7]. - Current R&D efforts are centered around fiber optics, wireless technology, and PON systems, with no established partnerships with universities or research institutions in the 6G and satellite internet fields [7][11]. Market Expansion - The company is actively pursuing international market expansion strategies, participating in international exhibitions, and building localized sales teams in emerging markets [3][12]. - The company’s export business is currently small, thus minimizing the impact of tariff wars on its operations [3]. Industry Outlook - The next-generation optical network, particularly the 10G optical network, is seen as a critical component of new information infrastructure, expected to drive effective investment and enhance user experience [11].

Core Viewpoint - Cambridge Technology has officially submitted an application for H-share listing on the Hong Kong Stock Exchange, aiming to become the first "A+H stock" in AI communications, marking a new phase in its global capital layout and technological innovation [1][2]. Group 1: Business Overview - Cambridge Technology specializes in the research, production, and sales of terminal equipment for telecommunications, data communications, and enterprise networks, as well as high-speed optical module products [2]. - In 2024, the company achieved a revenue of 3.652 billion yuan and a net profit attributable to shareholders of 167 million yuan [2]. Group 2: Global Competitive Strategy - The company has established a unique global competitive edge through a "multi-localization" strategy, setting up strategic R&D centers in Greater China, Japan, and the United States [2]. - Cambridge Technology employs an innovative "co-location production" model, collaborating deeply with local partners in China, Malaysia, Europe, and the United States, significantly enhancing supply chain resilience and responsiveness to regional market demands [2]. Group 3: Market Position and Future Outlook - The company has built a regional sales network that is highly coordinated with R&D and production, exemplified by its "iron triangle" model in the North American market, which integrates local R&D, co-location production, and specialized sales teams [2]. - The H-share listing is seen as a crucial step in the company's capital strategy following its A-share listing in 2017, with expectations to further solidify its industry benchmark position [2]. Group 4: R&D Investment and AI Expansion - Cambridge Technology has increased its R&D investment, with expenses reaching 320 million yuan in 2024, a year-on-year increase of 16.16% [4]. - The company has successfully developed and mass-produced new 800G and 400G optical module products, achieving lower power consumption and costs, while also advancing its silicon photonics products in overseas markets [4]. Group 5: Industry Ranking and Market Demand - According to Frost & Sullivan, Cambridge Technology ranks fifth in the global optical and wireless connectivity device (OWCD) industry based on 2024 sales revenue, providing core hardware support for AI infrastructure, data centers, and telecommunications networks [5]. - The optical module market is expected to maintain growth, with projections indicating that by 2028 to 2030, the supply of related products will peak as large-scale data centers become widespread [4].