证券代码：688696 证券简称：极米科技 公告编号：2026-006 极米科技股份有限公司 注：公司股份全部为无限售条件流通股，因此公司的前十名股东持股情况和前十名无限售条 件股东持股情况一致。 特此公告。 极米科技股份有限公司董事会 2026 年 2 月 5 日 关于回购股份事项前十名股东和前十名无限售条件股 东持股情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 极米科技股份有限公司（以下简称"公司"）于 2026 年 2 月 2 日召开了第 三届董事会第七次会议，审议通过了《关于以集中竞价交易方式回购公司股份方 案的议案》，具体内容详见公司于 2026 年 2 月 3 日刊登于上海证券交易所网站 （http://www.sse.com.cn）的《关于以集中竞价交易方式回购股份的预案暨回购 报告书》（公告编号：2026-003）。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，现将公司第三届董事会第七次会议决议公告的 前一个交易日（即 2026 年 2 ...

Core Viewpoint - The company, XGIMI Technology, has shown significant growth in its overseas revenue and product downloads, indicating a strong market presence in the smart projection industry. Group 1: Company Performance - As of October 31, 2024, XGIMI's game "Watermelon Game," operated by its subsidiary AladdinX, has achieved over 11 million downloads globally [2] - In the 2022 annual report, the company reported overseas revenue of RMB 790 million, a year-on-year increase of 82.04%, with sales primarily in Europe, Japan, and the United States [2] - For the period from January to September 2025, XGIMI achieved operating revenue of RMB 2.327 billion, a year-on-year growth of 1.99%, and a net profit attributable to shareholders of RMB 79.65 million, a significant increase of 297.49% [6][7] Group 2: Business Overview - XGIMI focuses on the research, production, and sales of smart projection products, offering related accessories and internet value-added services [2][6] - The main revenue sources for the company include projectors and accessories (91.45%), other supplementary products (4.90%), and internet operations (3.66%) [6] - The company is categorized under the household appliances sector, specifically in the black household appliances segment, and is involved in various concept sectors including smart home and consumer electronics [6] Group 3: Shareholder and Market Activity - As of September 30, 2025, XGIMI had 8,062 shareholders, an increase of 34.55% from the previous period, with an average of 8,682 circulating shares per shareholder, a decrease of 25.68% [6] - The company has distributed a total of RMB 400 million in dividends since its A-share listing, with RMB 170 million distributed over the past three years [8] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 4.1545 million shares, which decreased by 427,000 shares compared to the previous period [8]

Investment Rating - The report maintains a "Buy" rating for the company, with a target price of 153.19 yuan [4][10]. Core Insights - The domestic sales landscape is improving, and there is rapid growth in overseas markets and new business segments [2][10]. - The company reported a revenue of 2.327 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 1.99%, and a net profit attributable to the parent company of 80 million yuan, indicating a turnaround from losses [10]. - In Q3 2025, the company achieved a revenue of 700 million yuan, a 2.9% increase year-on-year, and a reduced net loss of 9 million yuan compared to the previous year [10]. Financial Summary - Total revenue for 2023 is projected at 3.557 billion yuan, with a decline of 15.8% year-on-year, followed by a slight recovery in 2025 with an expected revenue of 3.644 billion yuan, representing a growth of 7.0% [10][11]. - The net profit attributable to the parent company is expected to decrease to 116 million yuan in 2025, but is projected to rebound significantly to 501 million yuan by 2027, reflecting a growth rate of 40.1% [10][11]. - The company’s earnings per share (EPS) are forecasted to be 1.66 yuan in 2025, increasing to 7.16 yuan by 2027 [10][11]. - The company is expected to maintain a net asset return rate (ROE) of 3.9% in 2025, improving to 13.4% by 2027 [10][11]. Business Developments - The company has launched several new products, including the portable projector Play6 and the flagship home projector RS20 series, enhancing its product matrix in both entry-level and high-end segments [10]. - The company is expanding its international presence, with products entering major offline channels in Europe, North America, Japan, and Australia [10]. - New business initiatives include the development of in-car projection technology, with multiple contracts secured in the smart cockpit and intelligent lighting sectors [10].

Investment Rating - The report maintains a "Buy" rating for the company, with a target price of 153.19 CNY, reflecting a premium valuation due to the high growth potential of new business segments [4][10]. Core Insights - The company's domestic sales landscape is improving, and there is rapid growth in overseas markets and new business ventures. The company reported a revenue of 2.327 billion CNY for the first three quarters of 2025, marking a year-on-year increase of 1.99%, and a net profit of 80 million CNY, indicating a turnaround from losses [2][10]. - The company has launched several innovative products, including the portable projector Play6 and the flagship home projector RS20 series, enhancing its market share in entry-level DLP projectors while also expanding its high-end laser projector offerings [10]. - The overseas market strategy is robust, with products entering major retail channels in Europe, North America, Japan, and Australia. Additionally, the company is venturing into the automotive projection business, securing contracts for smart cockpit and intelligent lighting applications [10]. Financial Summary - For the fiscal year 2023, total revenue is projected at 3.557 billion CNY, with a net profit of 121 million CNY. The earnings per share (EPS) for 2025 is estimated at 1.66 CNY, with a growth rate of -3.1% [10][11]. - The company expects significant profit recovery in the coming years, with net profits projected to reach 501 million CNY by 2027, reflecting a growth rate of 40.1% [10][11]. - The financial metrics indicate a net asset return (ROE) of 3.9% for 2023, expected to rise to 13.4% by 2027, showcasing improving profitability [11].

证券日报网讯 2月3日，极米科技发布公告称，2026年2月3日，公司通过集中竞价首次回购54766股，占 总股本0.08%，成交总额499.9989万元，回购价90.53元/股至91.98元/股，拟用于员工持股计划或股权激 励。 （文章来源：证券日报） ...

Market Overview - The black home appliance sector increased by 2.14% on February 3, with Zhao Chi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Stock Performance - Notable stock performances in the black home appliance sector include: - Beichi Co., Ltd. (002429) closed at 9.70, up 4.30% with a trading volume of 1.0521 million shares and a transaction value of 1.02 billion [1] - Sichuan Changhong (600839) closed at 9.81, up 2.72% with a trading volume of 1.0189 million shares and a transaction value of 0.991 billion [1] - Other companies like Chenyiy Smart (301578) and Sichuan Jiuzhou (000801) also showed positive growth [1] Capital Flow - The black home appliance sector saw a net inflow of 123 million in main funds, while retail funds experienced a net outflow of 141 million [1] - Retail investors contributed a net inflow of 17.67 million [1] Individual Stock Capital Flow - Zhao Chi Co., Ltd. (002429) had a main fund net inflow of 103 million, but retail funds saw a net outflow of 35.24 million [2] - Sichuan Changhong (600839) experienced a main fund net inflow of 49.56 million, with retail funds showing a net outflow of 24.08 million [2] - Sichuan Jiuzhou (000801) had a main fund net inflow of 21.44 million, while retail funds saw a net outflow of 11.41 million [2]

| 回购方案首次披露日 | 2026/2/3 | | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2026 年 2 月 2 月 | 2 | 日~2027 | 年 | 1 日 | | 预计回购金额 | 5,000万元~10,000万元 | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | □为维护公司价值及股东权益 | | | | | | 累计已回购股数 | 5.4766万股 | | | | | | 累计已回购股数占总股本比例 | 0.08% | | | | | | 累计已回购金额 | 499.9989万元 | | | | | | 实际回购价格区间 | 90.53元/股~91.98元/股 | | | | | 一、回购股份的基本情况 证券代码：688696 证券简称：极米科技 公告编号：2026-005 极米科技股份有限公司 关于首次实施股份回购进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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 ...

格隆汇2月3日丨极米科技(688696.SH)公布，2026年2月3日，公司通过上海证券交易所交易系统以集中 竞价交易方式首次回购公司股份54,766股，占公司总股本的比例为0.08%，回购成交的最高价为91.98元/ 股，最低价为90.53元/股，成交总金额为4,999,989.53元（不含交易佣金等交易费用）。 ...

Group 1 - The company announced a share buyback plan approved by the board on February 2, 2026, with a budget of 50 million to 100 million yuan for employee stock ownership plans or equity incentives [1] - On February 3, the company executed its first share buyback, purchasing 54,766 shares, which represents 0.08% of the total share capital, with a total transaction amount of approximately 499,998.9 yuan [1] - The buyback was conducted at a maximum price of 91.98 yuan per share and a minimum price of 90.53 yuan per share, aligning with regulatory and plan requirements [1]

Group 1 - Core viewpoint: Companies are announcing significant financial updates, including profit changes, new product approvals, and share repurchase plans [1][2][3][4][5][6][15] Group 2 - Company: Chip导科技 reported a revenue of 394 million yuan for 2025, a year-on-year increase of 11.52%, but a net profit of 106 million yuan, down 4.91% [1] - Company: 亿帆医药's subsidiary received a drug registration certificate for Vitamin K1 injection, which is used for treating vitamin K deficiency [2] - Company: 勤上股份 announced the termination of its share repurchase plan to stabilize stock prices [3] - Company: 极米科技 plans to repurchase shares worth between 50 million and 100 million yuan for employee stock ownership plans [4] - Company: 凌云光 intends to change the purpose of repurchased shares to cancellation, reducing total share capital from 461 million to 457 million shares [5] - Company: 苏州科达's general manager resigned, and the chairman will take over the role to ensure management continuity [6] - Company: 银轮股份 identified 徐铮铮 as a co-actual controller, following a retrospective recognition [7] - Company: 西南证券 received approval to issue bonds up to 14 billion yuan [8] - Company: 上港集团 expects a 1.3% year-on-year increase in container throughput for January [10] - Company: 宁波富达 plans to distribute a cash dividend of 0.7 yuan per 10 shares, totaling 101 million yuan [11] - Company: 协和电子 is investing 5 million yuan in a venture capital fund to enhance its understanding of high-tech industries [12] - Company: 乐鑫科技's controlling shareholder proposed a share repurchase plan of 50 million to 100 million yuan [13] - Company: 奥瑞德's subsidiary plans to invest approximately 145 million yuan in computing power equipment [14] - Company: 上汽集团 reported a 23.94% year-on-year increase in vehicle sales for January [15] - Company: 道恩股份 plans to acquire a foreign company's plastic business for 15.737 million USD [16] - Company: 红相股份 intends to transfer 100% equity of 南通瀚蓝 for 120 million yuan [17] - Company: 长龄液压 announced a tender offer to acquire 12% of its shares at 35.82 yuan per share [19] - Company: 润都股份 faces uncertainty regarding the approval of its innovative drug [20] - Company: *ST东易's asset injection plans face significant uncertainty [21] - Company: 棒杰股份 is undergoing a restructuring process that could improve its financial structure [22] - Company: 绿联科技 has submitted an application for H-share listing in Hong Kong [23] - Company: ST泉为 is facing a creditor's application for restructuring [24] - Company: 海思科's shareholders plan to reduce their holdings by up to 0.89% [25] - Company: 钧崴电子's shareholder plans to reduce holdings by up to 3% [26]