Investment Rating - The automotive industry is rated as "Neutral" for the next six months, indicating expected performance in line with the market [53]. Core Insights - In June, retail sales of passenger vehicles increased by 18.1% year-on-year, with new energy vehicles seeing a growth of 30% [4][44]. - The automotive sector experienced a decline of 0.41% from July 7 to July 11, 2025, underperforming the CSI 300 index by 1.23 percentage points [10][44]. - The overall PE-TTM for the automotive industry as of July 11 is 25.83, down by 0.12 from the previous week [11][44]. Summary by Sections Market Overview - The automotive sector's performance from July 7 to July 11 showed a decline across various segments, with the passenger vehicle segment down by 1.43% and commercial vehicles down by 0.99% [10][44]. - The automotive services sector, however, increased by 3.13%, outperforming the CSI 300 index [10][44]. Valuation Levels - As of July 11, the PE-TTM for passenger vehicles is 25.11, for commercial vehicles is 36.01, and for automotive parts is 24.33 [11][44]. - The passenger vehicle segment saw a decrease of 0.37% in valuation, while the automotive parts segment increased slightly by 0.02% [11][44]. New Models and Industry News - 尚界汽车 has released a teaser for its first SUV model, which is expected to launch in the fall of 2025 [3][44]. - A total of 29 new and updated vehicle models were launched during the week of July 7 to July 11 [40][41]. Sales Performance - In June, the total retail sales of passenger vehicles reached 2.084 million units, marking an 18.1% increase year-on-year [7][44]. - Cumulative retail sales for the first half of the year reached 10.901 million units, up 10.8% compared to the same period last year [7][44].

证券代码：832491 证券简称：奥迪威 公告编号：2025-052 广东奥迪威传感科技股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 授权现金管理情况 （一）审议情况 为提高募集资金使用效率，增加暂时闲置资金的收益，公司于 2025 年 3 月 24 日召开第四届董事会第十四次会议、第四届监事会第十二次会议，审议通过 《关于使用闲置募集资金进行现金管理的议案》，同意公司在确保不影响募集资 金投资项目正常实施以及确保募集资金安全的前提下，使用额度不超过 1.9 亿元 暂时闲置的募集资金进行现金管理，投资的产品品种为结构性存款、大额存单、 通知存款、协定存款等安全性高、流动性好、可以保障投资本金安全的银行理财 产品。在上述额度范围内资金可以循环滚动使用，期限最长不超过 12 个月。 公司董事会授权董事长行使相关投资决策权并签署相关文件，财务负责人负 责具体组织实施及办理相关事宜。本次使用暂时闲置的募集资金进行现金管理事 项自董事会审议通过之日 ...

Group 1 - The central government emphasizes the high-quality development of the marine economy, with the national marine GDP expected to reach 11.18 trillion yuan in 2025, reflecting a year-on-year growth of 5.9% in 2024 [4][11][20] - The marine economy's contribution to the national GDP is projected to be 7.8%, with 15 marine industries achieving a total added value of 4.3733 trillion yuan in 2024, growing by 7.5% [21][22] - The deep-sea technology sector is identified as a key area for development, with significant investments and strategic initiatives aimed at enhancing capabilities in underwater observation, construction, and resource extraction [9][30][31] Group 2 - The report identifies 11 companies within the deep-sea economic industry chain listed on the Beijing Stock Exchange, including Audiwei (ultrasonic underwater ranging sensors), Wantong Hydraulic (hydraulic cylinders for offshore drilling platforms), and Klete (ventilation and air treatment systems) [40] - The marine engineering equipment manufacturing industry in China is experiencing a recovery, with an expected added value of 112.6 billion yuan in 2025, following a growth of 9.1% to 103.2 billion yuan in 2024 [30][33] - The report highlights the increasing market interest in deep-sea technology, with emerging sectors such as deep-sea energy storage and carbon sequestration expected to drive future growth [31][32]

关于完成工商变更登记并取得营业执照的公告 证券代码：832491 证券简称：奥迪威 公告编号：2025-051 广东奥迪威传感科技股份有限公司 目前，公司已完成工商变更登记及公司章程备案手续，并取得广州市市场监 督管理局核发的新《营业执照》，本次工商变更完成后，公司注册资本由 14114.8348 万元变更为 14114.3180 万元。除上述变更外，《营业执照》记载的其 他工商登记事项未发生变更。 三、备查文件目录 《营业执照》 广东奥迪威传感科技股份有限公司 董事会 2025 年 6 月 18 日 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、基本情况 广东奥迪威传感科技股份有限公司（以下简称"公司"）于 2025 年 3 月 24 日 召开第四届董事会第十四次会议，2025 年 4 月 15 日召开 2024 年年度股东会， 审议通过《关于减少注册资本并修订<公司章程>的议案》，具体内容详见公司在 北京证券交易所信息披露平台（www.bse.cn）披露的《关于减少公司注册资本并 修订<公司章 ...

证券代码：832491 证券简称：奥迪威 公告编号：2025-050 广东奥迪威传感科技股份有限公司 股权激励计划限制性股票解除限售公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、本次股票解除限售数量总额为 1,463,094 股，占公司总股本 1.04%，可交易 时间为 2025 年 6 月 16 日。 二、本次股票解除限售的明细情况及原因 单位：股 | | | 是否为 控股股 | | | | 本次变 | | 本次解 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 股东姓 | 东、实 | 董事、监事、 | 本次 | 本次解除 | 更限售 | 变更后 | 除限售 | 尚未解除 | | 序 | 名或名 | 际控制 | 高级管理人 | 解限 | 限售登记 | 类型登 | 限售类 | 股数占 | 限售的股 | | 号 | | | | 售原 | | | | 公司总 | | | | 称 | 人或其 | 员任职情况 ...

Group 1 - The North Exchange will officially launch the North Certificate Specialized and New Index on June 30, 2025, providing investors with a multi-dimensional investment benchmark [2][5][9] - The North Certificate Specialized and New Index will select the largest 50 companies from the "specialized and new" small giant listed companies on the North Exchange, reflecting the overall performance of these companies [5][9] - A total of 27 companies are expected to enter the dual index list, including Jinbo Biological, Shuguang Digital Innovation, and Naconoer [9][10] Group 2 - The financial performance of the Specialized and New Index shows better growth compared to the North Certificate 50 Index, with total revenue and median revenue for 2024 reaching 318 million and 4.09 million respectively [12][13] - The total net profit for the Specialized and New Index in 2024 is projected to be 31.5 million, indicating a year-on-year growth of 10% [12][13] - The median market capitalization for the North Certificate 50 Index is 47 million, while for the Specialized and New Index it is 33 million, indicating a larger overall market value for the North Certificate 50 Index [12][13][19] Group 3 - The price-to-earnings ratio (PE TTM) for the North Certificate Specialized and New Index is 69X, which is higher than the 49X for the North Certificate 50 Index [19][23] - The average daily trading volume for the North Certificate A-shares has decreased to 248 billion, reflecting a slight decline in market activity [20][26] - The North Certificate 50 Index has shown a weekly increase of 1.30%, indicating a positive market sentiment [20][31]

Group 1: Investor Relations Activity Overview - The investor relations activity took place on May 28, 2025, at the company's site in Guangzhou, attended by 33 participants from various investment firms [3] - The event was organized by GF Securities as part of the "Investors Zero Distance - Visiting Listed Companies on the Beijing Stock Exchange" series [4] Group 2: Core Technology and Market Position - The company focuses on "product and technology upgrades" as a key development strategy, leveraging IoT for micro, intelligent, and modular upgrades in sensor applications [4] - The company maintains a competitive edge by controlling the entire supply chain from basic materials to application systems in piezoelectric technology [4] Group 3: Customer Concentration and Market Diversification - The top five customers accounted for 35.20% of total sales in 2024, with individual contributions of 13.20%, 6.98%, 6.13%, 4.55%, and 4.35% [5] - The company operates across multiple sectors including smart automotive, smart home, and industrial control, mitigating risks associated with reliance on a single customer or industry [5] Group 4: R&D Investment and Product Development - The R&D expense ratio for 2024 was 8.33%, indicating a commitment to technology-driven growth [8] - Recent successful product launches include the AKⅡ vehicle-mounted ultrasonic sensor and various other sensors, achieving scale production [8] Group 5: Strategic Planning and Capacity Management - The company has established strategic reserves to mitigate the impact of raw material price fluctuations on gross margins [9] - Investments in Guangzhou for a new R&D center and manufacturing base are aligned with the company's 3-5 year strategic development plan [10] Group 6: Market Expansion and New Product Orders - The AKⅡ sensor has achieved mass delivery and meets safety requirements for AVP L2 and above autonomous driving levels, targeting new customer acquisition [11] - The multi-layer tactile feedback actuator has received bulk orders for applications in smart touch screens and other devices, with plans for phased capacity expansion based on market demand [12]

本次权益分派基准日合并报表归属于母公司的未分配利润为 364,343,630.67 元，母公司未分配利润为 277,786,181.11 元。本次权益分派共计派发现金红利 42,342,954.00 元。 证券代码：832491 证券简称：奥迪威 公告编号：2025-048 广东奥迪威传感科技股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 广东奥迪威传感科技股份有限公司 2024 年年度权益分派方案已获 2025 年 4 月 15 日召开的股东会审议通过，本次实施分配方案距离股东会审议通过的时间 未超过两个月。 现将权益分派事宜公告如下： 一、权益分派方案 1、本公司 2024 年年度权益分派方案为： 以公司现有总股本 141,143,180 股为基数，向全体股东每 10 股派 3 元人民币 现金。 特殊情况说明 鉴于公司 2023 年股权激励计划中 1 名激励对象因个人原因主动辞职，根据 激励计划规定，公司对该名已离职激励对象所持有的已获授但尚未解除限售 ...

证券代码：832491 证券简称：奥迪威 公告编号：2025-047 广东奥迪威传感科技股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 授权现金管理情况 （一）审议情况 为提高募集资金使用效率，增加暂时闲置资金的收益，公司于 2025 年 3 月 24 日召开第四届董事会第十四次会议、第四届监事会第十二次会议，审议通过 《关于使用闲置募集资金进行现金管理的议案》，同意公司在确保不影响募集资 金投资项目正常实施以及确保募集资金安全的前提下，使用额度不超过 1.9 亿元 暂时闲置的募集资金进行现金管理，投资的产品品种为结构性存款、大额存单、 通知存款、协定存款等安全性高、流动性好、可以保障投资本金安全的银行理财 产品。在上述额度范围内资金可以循环滚动使用，期限最长不超过 12 个月。 （三） 累计现金管理金额未超过授权额度。 公司董事会授权董事长行使相关投资决策权并签署相关文件，财务负责人负 责具体组织实施及办理相关事宜。本次使用暂时闲置的募集 ...

本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律责任。 一、 定向回购股份注销情况 广东奥迪威传感科技股份有限公司（以下简称"公司"）于 2025 年 3 月 24 日召开 第四届董事会第十四次会议、第四届监事会第十二次会议, 于 2025 年 4 月 15 日召开 2024 年年度股东大会，审议通过《关于回购注销 2023 年股权激励计划部分限制性股票 方案的议案》，同意公司回购注销 1 名激励对象已获授但尚未解除限售的限制性股票合 计 5,168 股。北京市君合（广州）律师事务所对本次回购注销部分限制性股票事宜的合 法合规性出具了法律意见。 公司通过股份回购专用证券账户，共回购 5,168 股，占回购前公司总股本的比例为 0.0037%。公司已于 2025 年 5 月 16 日在中国证券登记结算有限责任公司北京分公司办 理完毕上述 5,168 股回购股份的注销手续。本次回购股份注销完成前，公司股份总额为 141,148,348 股，本次回购股份注销完成后，公司股份总额为 141,143,180 股，公司剩 余 ...