Core Viewpoint - Zhimi Intelligent has experienced a decline for eight consecutive trading days, with a cumulative drop of -7.08% [1] Company Overview - Shenzhen Zhimi Intelligent Technology Co., Ltd. is a pioneer and leader in IoT digital core solutions, recognized as a national high-tech enterprise and a "little giant" enterprise specializing in innovation [1] Shareholder Activity - Two funds under Baoying Fund have entered the top ten shareholders of Zhimi Intelligent. Baoying Strategy Growth Mixed Fund and Baoying Technology 30 Mixed Fund both reduced their holdings in the first quarter of this year [1] Fund Performance - Baoying Strategy Growth Mixed Fund has a year-to-date return of 19.30%, ranking 327 out of 4345 in its category. Baoying Technology 30 Mixed Fund has a year-to-date return of 15.83%, ranking 150 out of 2255 [2] Fund Manager Profile - The fund manager for both Baoying Strategy Growth Mixed Fund and Baoying Technology 30 Mixed Fund is Rong Zhineng, who has a master's degree in Electronic Science and Technology from Zhejiang University. He has held various positions in the industry, including project manager and industry researcher [5][6]

Group 1 - The core viewpoint of the news is that Shenzhen Zhimi Intelligent Technology Co., Ltd. has experienced a decline in stock price over five consecutive trading days, with a cumulative drop of -6.39% [1] - Zhimi Intelligent is recognized as a pioneer and leader in IoT digital core solutions and is classified as a national high-tech enterprise and a "little giant" enterprise [1] - E Fund's Supply-side Reform Mixed Fund has entered the top ten shareholders of Zhimi Intelligent, marking its new investment in the first quarter of this year [1] Group 2 - The fund manager of E Fund's Supply-side Reform Mixed Fund is Yang Zongchang, who holds a Ph.D. in chemistry and has been with E Fund since April 23, 2019 [3][4] - Yang Zongchang has managed various funds, including the E Fund Resource Industry Mixed Fund and the E Fund New Silk Road Flexible Allocation Mixed Fund, with a total management experience of over six years [4] - The performance of E Fund's Supply-side Reform Mixed Fund this year has yielded a return of -0.38%, ranking 1687 out of 2306 in its category [1]

Group 1 - The report highlights investment hotspots in May, focusing on robotics, particularly unmanned logistics vehicles, controllable nuclear fusion, digital currencies (stablecoins & RWA), mergers and acquisitions, and military industry, with a market preference for small-cap companies [6][22][23] - The robotics sector, especially unmanned logistics vehicles, showed strong performance, transitioning from 0 to 1 stage with companies like Jiushi and New Stone achieving significant order volumes and commercial deployment [6][24][25] - The report indicates that the AI sector continues to evolve, with major advancements in AI models and applications, including the DeepSeek-R1 model's upgrade, which significantly improved reasoning capabilities and performance metrics [47][49][50] Group 2 - The report notes that the controllable nuclear fusion sector is gaining momentum, supported by U.S. policy changes and accelerated project developments in China, with significant milestones achieved in the CRAFT project [39][40] - The digital currency sector is experiencing regulatory advancements, with the U.S. Senate passing the GENIUS Act and Hong Kong establishing a regulatory framework for stablecoins, indicating a growing acceptance and potential for market expansion [42][43] - The mergers and acquisitions landscape is evolving with new regulations aimed at simplifying processes and enhancing market-driven approaches, exemplified by the merger plans between Haiguang Information and Zhongke Shuguang [44][45]

Core Insights - The robotics industry is rapidly evolving with widespread applications across various sectors, driven by technological advancements and supportive policies from both central and local governments [1][2] - The capital market is witnessing significant clustering of robotics companies, particularly in the Shenzhen market, with over 100 listed companies in the intelligent robotics sector [1][2] Industry Overview - The industrial robotics market in China is projected to reach approximately 725.38 billion yuan in sales in 2023, reflecting a year-on-year growth of 14%, with expectations to exceed 900 billion yuan by 2025 [2] - The humanoid robotics sector is anticipated to grow to 69.0 billion yuan in 2024, marking a substantial year-on-year increase of 76.6%, with potential for commercial breakthroughs by 2027 [2] Company Highlights - Estun (002747) has established a comprehensive industrial chain layout and core motion control technology, achieving a market share of 10.3% in the first quarter of 2025, making it the leading domestic brand in China's industrial robotics market [4][8] - Goko Technology (301510) focuses on high-end equipment and has developed core technologies in motion control, providing solutions across various industries, including intelligent manufacturing and logistics [5][8] - Zhiwei Intelligent (001339) is a leading provider of intelligent hardware products and solutions, aiming to support the digital transformation of industries through robust hardware foundations and innovative applications [6][7] Research and Development - Companies are enhancing their foundational research and forward-looking strategies to adapt to rapid technological changes, with a focus on developing strategic, disruptive technologies [7] - Zhiwei Intelligent has filed for 801 effective patents, including 57 invention patents, and is committed to integrating AI technologies into its product offerings [6][7] - Estun has accumulated over 900 patents and maintains a research and development investment of around 10% of its sales revenue, ensuring a strong foundation for technological innovation [8]

证券代码：001339 证券简称：智微智能 公告编号：2025-060 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 重要内容提示： 深圳市智微智能科技股份有限公司（以下简称"公司"）2023 年股票期 权与限制性股票激励计划（以下简称"本次激励计划"）首次授予第二个解除限 售期符合解除限售条件的激励对象共 38 人，可解除限售限制性股票 52.5391 万 股，占公司当前总股本的比例为 0.21%；预留授予第一个解除限售期解除符合限 售条件的激励对象共 1 人，可解除限售限制性股票 1.8161 万股，占公司当前总 股本的比例为 0.01%； 本次首次授予限制性股票第二个解除限售期及预留授予限制性股票第一 个解除限售期解除限售股份的上市流通日为 2025 年 6 月 4 日。 深圳市智微智能科技股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开第二届董事会第二十次会议和第二届监事会第十六次会议，审议通过了 《关于 2023 年股票期权与限制性股票激励计划首次授予限制性股票第二个解除 限售期及预留授予限制性股票第一个解除限售期解除限售条件 ...

Overview - Shenzhen Zhimi Intelligent Technology Co., Ltd. has approved a guarantee limit of up to RMB 6 billion for its subsidiaries to secure financing from banks and other financial institutions [1][2] Guarantee Situation - The company signed a maximum guarantee contract with Ping An Bank for a total credit limit of RMB 50 million for its wholly-owned subsidiaries, Dongguan Zhimi Intelligent Technology Co., Ltd. and Zhengzhou Zhimi Intelligent Technology Co., Ltd. [2][4] - The guarantee amount falls within the approved limit from the company's 2025 first extraordinary general meeting and does not require further board or shareholder approval [2] Subsidiary Information - Dongguan Zhimi Intelligent Technology Co., Ltd. is a wholly-owned subsidiary with a registered capital of RMB 100 million, established on February 7, 2021 [3][4] - Financial data for Dongguan Zhimi as of March 31, 2025, shows total assets of approximately RMB 981.70 million, total liabilities of approximately RMB 297.37 million, and net assets of approximately RMB 684.33 million [4] - Zhengzhou Zhimi Intelligent Technology Co., Ltd. is also a wholly-owned subsidiary, established on December 14, 2021, with a registered capital of RMB 100 million [4][6] Financial Performance - For Dongguan Zhimi, the audited revenue for 2024 was approximately RMB 494.36 million, with a net profit of approximately RMB 14.92 million [4] - For Zhengzhou Zhimi, the revenue for the first quarter of 2025 was approximately RMB 101.32 million, with a net profit of approximately RMB 6.63 million [4][6] Guarantee Contract Details - The guarantee covers all debts, including principal, interest, penalties, and other costs, with a maximum principal balance of RMB 50 million for each subsidiary [5][6] - The guarantee period extends three years beyond the debt maturity date, with provisions for extension if the credit is renewed [5][6] Total Guarantee Amount - After this guarantee, the total guarantee amount for the company and its subsidiaries is RMB 6 billion, which represents 286.72% of the company's audited net assets for 2024 [6]

证券代码：001339 证券简称：智微智能 公告编号：2025-059 深圳市智微智能科技股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别风险提示： 本次被担保方郑州市智微智能科技有限公司资产负债率超过 70%，敬请投 资者关注投资风险。 深圳市智微智能科技股份有限公司（以下简称 "公司"）于 2025 年 3 月 7 日 召开第二届董事会第十六次会议，于 2025 年 3 月 24 日召开了 2025 年第一次临 时股东大会，分别审议通过了《关于 2025 年度为子公司提供担保额度预计的议 案》，同意公司为纳入合并报表范围的子公司（含担保额度有效期内新设立或纳 入合并范围的子公司）向银行等金融机构申请综合授信、贷款、开具保函（含分 离式）、开立信用证、银行承兑汇票、开展融资租赁业务等融资担保、采购及其 他日常经营所需，提供总额不超过人民币 60 亿元的担保额度。上述担保额度的 有效期自公司 2025 年第一次临时股东大会决议通过之日起十二个月内。具体内 容详见公司于 2025 年 3 月 8 日披露于巨潮资讯 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 智微智能于2025年进行了一系列关于2023年股票期权与限制性股票激励计划的调整动作。此次调整主要 涉及股票期权行权价格及限制性股票回购价格，原因是公司2024年度权益分派方案已实施完毕。 2025年5月20日，智微智能披露《2024年年度权益分派实施公告》，以总股本250,429,670股为基数，向 全体股东每10股派发现金红利0.80元（含税），共计派发现金20,034,373.60元，本年度不转增，不送红 股，剩余未分配利润结转以后年度进行分配。本次权益分派股权登记日为2025年5月26日，除权除息日 为2025年5月27日。 根据《激励计划（草案）》规定，公司需对激励计划股票期权（含预留部分）的行权价格及限制性股票 的回购价格进行相应调整。具体调整如下： -股票期权行权价格：调整前为15.90元/份，根据公式P＝P0 - V（P0为调整前行权价格，V为每股派息额），调整后为15.82元/份。 -限制性股票回购价格：调整前 为10.55元/股，依据同样公式，调整后为10.47元/股。 回顾智微智能2023年激励计划历程，自2023年1月13日公司召开第一 ...

证券代码：001339 证券简称：智微智能 公告编号：2025-057 重要内容提示 深圳市智微智能科技股份有限公司（以下简称"公司"）于 2025 年 5 月 27 日召开第二届董事会第二十一次会议和第二届监事会第十七次会议，审议通过了 《关于调整 2023 年股票期权与限制性股票激励计划股票期权行权价格及限制性 股票回购价格的议案》。根据《上市公司股权激励管理办法》（以下简称"《管 理办法》"）等法律法规、规范性文件以及《深圳市智微智能科技股份有限公司 2023 年股票期权与限制性股票激励计划（草案）》（以下简称"《激励计划（草 案）》"）的规定和公司 2023 年第一次临时股东大会的授权，董事会对公司 2023 年股票期权与限制性股票激励计划（以下简称"本次激励计划"）中股票期权（含 预留部分）行权价格及限制性股票回购价格进行调整。现对有关事项公告如下： 一、本次激励计划已履行的相关审批程序 （一）2023 年 1 月 13 日，公司召开第一届董事会第十九次会议，审议通过 了《关于<深圳市智微智能科技股份有限公司 2023 年股票期权与限制性股票激励 计划（草案）>及其摘要的议案》《关于<深圳市智微智能 ...

法律意见书 广东信达律师事务所 关于深圳市智微智能科技股份有限公司 2023 年股票期权与限制性股票激励计划 调整股票期权行权价格及限制性股票回购价格 相关事项的 法律意见书 中国 深圳 福田区益田路6001号 太平金融大厦11-12楼 邮政编码：518038 11-12/F, TAIPING FINANCE TOWER, NO.6001 YITIAN ROAD, SHENZHEN, P. R. CHINA 电话（Tel）：（0755）88265288 传真（Fax）：（0755）88265537 电子邮件（E-mail）：info@sundiallawfirm.com 网站（Website）：www.sundiallawfirm.com 法律意见书 释 义 本法律意见书中，除非文义另有所指，下列词语或简称具有如下含义： | 智微智能、公司 | 指 | 深圳市智微智能科技股份有限公司 | | --- | --- | --- | | 本次激励计划 | 指 | 深圳市智微智能科技股份有限公司 年股票期权与限制性 2023 | | | | 股票激励计划 | | 《激励计划（草 | 指 | 《深圳市智微智能科技股份有 ...