证券代码：688696 证券简称：极米科技 公告编号：2025-047 | 项目 | 本期发生金额 | 备注 | | --- | --- | --- | | 信用减值损失 | -151.07 | 应收账款坏账准备、其他应收款坏账准备 | | 资产减值损失 | -1,439.42 | 存货跌价准备 | 注：此表列示以负数表示损失。 二、2025 年半年度计提资产减值准备事项的具体说明 （一）信用减值损失 公司考虑合理且有依据的信息，包括前瞻性信息，以单项和组合的方式对应 收账款及其他应收款等的预期信用损失进行测试和估计。经测试，2025 年半年 度需计提信用减值损失金额共计 151.07 万元。 极米科技股份有限公司 关于 2025 年半年度计提资产减值准备的公告 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。 一、计提资产减值准备情况 极米科技股份有限公司（以下简称"公司")基于实际经营情况及行业市场变 化等因素的影响，根据《企业会计准则》等相关会计政策规定，为客观、公允地 反映公司截至 2025 年 6 月 30 日的财 ...

Core Viewpoint - XGIMI Technology (688696.SH) reported a slight increase in revenue for the first half of 2025, while net profit saw a significant rise compared to the previous year [1] Financial Performance - The company achieved an operating revenue of 1.626 billion yuan, representing a year-on-year growth of 1.63% [1] - The net profit attributable to shareholders reached 88.6622 million yuan, showing a remarkable year-on-year increase of 2062.34% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 76.6994 million yuan, with a basic earnings per share of 1.31 yuan [1]

Group 1 - The company reported a revenue of 1.626 billion yuan for the first half of the year, representing a year-on-year growth of 1.63% [1] - The net profit attributable to shareholders of the listed company reached 88.6622 million yuan, showing a significant year-on-year increase of 2062.34% [1] - The basic earnings per share were reported at 1.31 yuan per share [1]

极米科技股份有限公司2025 年半年度报告 公司代码：688696 公司简称：极米科技 极米科技股份有限公司 2025 年半年度报告 1 / 175 极米科技股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险，敬请查阅本报告"第三 节 管理层讨论与分析"中"四、风险因素" 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人钟波、主管会计工作负责人彭妍曦及会计机构负责人（会计主管人员）薛晓良 声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告中涉及公司未来经营计划、发展战略等前瞻性描述不构成公司对投资者的实质承诺， 投资者及相关人士均应当对此保持足够的风险认识，并且应当理解计划、 ...

Market Performance - The black home appliance sector rose by 0.54% on August 28, with *ST Gauss leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Stock Performance - Key stocks in the black home appliance sector showed varied performance, with *ST Gauss closing at 8.58, up 3.00% on a trading volume of 68,000 shares [1] - Sichuan Jiuzhou and Jinlian Technology also saw increases of 2.56% and 2.55%, respectively, with trading volumes of 439,000 and 337,700 shares [1] Capital Flow - The black home appliance sector experienced a net outflow of 838 million yuan from institutional investors, while retail investors saw a net inflow of 787 million yuan [1] - The table of capital flow indicates that *ST Gauss had a net inflow of 1.66 million yuan from institutional investors, while Sichuan Jiuzhou had a net inflow of 766,840 yuan from retail investors [2]

Group 1 - The core viewpoint of the news highlights the recognition of XGIMI Technology's projector, Z6XPro, as a significant contribution to the 60th anniversary of Tibet Autonomous Region, showcasing the importance of "Chinese manufacturing" in promoting national unity and social progress [1] - XGIMI Technology emphasizes its commitment to innovation and digital applications in various sectors such as home entertainment, education, and business in Tibet, aiming to support the region's digital economy and high-quality development [1] - The customized projector underwent extensive testing to ensure its performance in the high-altitude environment of Tibet, indicating the company's dedication to product reliability and user experience [1] Group 2 - Established in 2013, XGIMI Technology is a local smart manufacturing company in Chengdu, focusing on independent research and development, and is the only domestic projector company capable of self-research and production of lenses, optical engines, and complete machines [2] - The company has invested over 1.1 billion yuan in R&D over the past three years and holds approximately 1,100 authorized patents, including over 400 invention patents both domestically and internationally [2] - XGIMI Technology has maintained a leading position in the global smart display market, with a cumulative shipment of over 7 million units by the end of 2024, and is expected to achieve a revenue of 1.626 billion yuan and a net profit of 88.6622 million yuan in the first half of 2025, reflecting a year-on-year growth rate of 2062.33% [2]

Group 1 - The core point of the article highlights a block trade involving 26,000 shares of XGIMI Technology, with a transaction value of 2.9944 million yuan, representing 0.87% of the total trading volume for the day [1] - The transaction price was 115.17 yuan, which is an 8% discount compared to the market closing price of 125.18 yuan [1]

Market Overview - The black home appliance sector experienced a decline of 0.99% on August 27, with Chenyi Intelligent leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Stock Performance - Notable stock performances include: - Tongzhou Electronics (002052) rose by 3.45% to a closing price of 18.30 [1] - Zhaochi Co. (002429) increased by 1.43% to 5.66 [1] - ST Gauss (002848) fell by 0.36% to 8.33 [1] - Sichuan Jiuzhou (000801) decreased by 0.77% to 18.00 [1] - XGIMI Technology (688696) dropped by 0.97% to 125.18 [1] - Hisense Visual (600060) declined by 1.26% to 21.87 [1] - Skyworth Digital (000810) fell by 1.58% to 12.49 [1] - Jiulian Technology (688609) decreased by 1.92% to 11.78 [1] - Sichuan Changhong (600839) dropped by 2.70% to 11.90 [1] - Chenyi Intelligent (301578) fell by 3.19% to 37.58 [1] Capital Flow - The black home appliance sector saw a net outflow of 324 million yuan from institutional investors and 145 million yuan from retail investors, while retail investors had a net inflow of 468 million yuan [1] - Detailed capital flow for selected stocks includes: - Skyworth Digital (000810) had a net inflow of 31.72 million yuan from institutional investors [2] - Sichuan Jiuzhou (000801) saw a net inflow of 14.76 million yuan from institutional investors [2] - XGIMI Technology (688696) had a net inflow of 12.84 million yuan from institutional investors [2] - Chenyi Intelligent (301578) experienced a net outflow of 2.47 million yuan from institutional investors [2] - Hisense Visual (600060) faced a significant net outflow of 33 million yuan from institutional investors [2] - Tongzhou Electronics (002052) had a net outflow of 80.57 million yuan from institutional investors [2]

Core Viewpoint - The article discusses a significant trademark infringement case involving the "XGIMI Nut" brand, which has been found to violate the registered trademark rights of Chengdu XGIMI Technology Co., Ltd. The case spans across nine provinces and has resulted in a total illegal operating amount exceeding 1.28 billion yuan [1][4]. Group 1: Case Details - The infringement was initiated by Jiangxi Caiying Company and its affiliates, which sold "XGIMI Nut" projectors on various e-commerce platforms at prices less than half of the genuine products [2][3]. - The initial investigation revealed that the suspected sales amount for the infringement was not less than 1 billion yuan [2]. - The case prompted a coordinated response from the State Administration for Market Regulation, leading to a unified investigation across nine provinces [3]. Group 2: Enforcement Actions - Over 100 law enforcement officers from nine provinces conducted simultaneous inspections at over 30 suspected locations, seizing infringing products and key evidence [3]. - The investigation identified 10 core infringing companies, with Jiangxi Caiying Company’s actual controller registering 10 companies and operating 25 online stores [3][4]. - The Jiangxi Provincial Market Supervision Administration imposed penalties, including confiscation of illegal gains and fines totaling 192.869 million yuan, along with a settlement agreement requiring compensation to XGIMI [4]. Group 3: Lessons Learned - The case highlighted the importance of collaboration between government and enterprises, with XGIMI actively seeking protection of its rights and the regulatory body responding promptly [5]. - Regional cooperation was emphasized as crucial for handling large-scale trademark infringement cases, preventing potential flight of infringing parties [5]. - The involvement of e-commerce platforms in gathering evidence was identified as a key factor in the successful resolution of the case, proving essential for establishing the infringement and determining the illegal operating amount [6].

Core Insights - The black home appliance sector saw a rise of 1.14% on August 26, with Zhao Chi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - Zhao Chi Co., Ltd. (002429) closed at 5.58, up 2.57% with a trading volume of 1.7384 million shares and a transaction value of 9.51 billion [1] - Hisense Visual (600060) closed at 22.15, up 2.03% with a trading volume of 223,500 shares [1] - Sichuan Changhong (600839) closed at 12.23, up 1.92% with a trading volume of 5.3182 million shares [1] - Other notable stocks include: - Skyworth Digital (000810) at 12.69, up 1.68% [1] - Sichuan Jiuzhou (000801) at 18.14, up 1.34% [1] - Jimi Technology (688696) at 126.40, up 1.16% [1] Capital Flow - The black home appliance sector experienced a net outflow of 426 million from institutional investors, while retail investors saw a net inflow of 365 million [1] - Notable capital flows include: - Zhao Chi Co., Ltd. had a net inflow of 73.11 million from institutional investors [2] - Sichuan Jiuzhou saw a net inflow of 52.55 million from institutional investors [2] - However, Tongzhou Electronics (002052) faced a significant net outflow of 421 million from institutional investors [2]