Core Insights - The company Zhimi Intelligent (001339) expects a net profit attributable to shareholders of the listed company to be between 91.98 million yuan and 112 million yuan for the period from January 1, 2025, to June 30, 2025, representing a year-on-year growth of 62.85% to 99.06% compared to the same period last year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between 77.59 million yuan and 98.04 million yuan, up from 49.51 million yuan in the same period last year, indicating a growth of 56.73% to 98.04% [1] - The basic earnings per share are expected to be between 0.37 yuan and 0.45 yuan, compared to 0.23 yuan per share in the same period last year [1]

证券代码：001339 证券简称：智微智能 公告编号：2025-061 深圳市智微智能科技股份有限公司 关于开立理财产品专用结算账户的公告 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。 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、第二届监事会第十二次会议，审议通过了 《关于使用部分闲置募集资金及闲置自有资金进行现金管理的议案》，同意公 司及子公司在确保不影响公司正常运营和募集资金投资项目建设的情况下，使 用额度不超过人民币 20,000.00 万元的闲置募集资金和不超过 200,000.00 万元 （含等值外币）的闲置自有资金进行现金管理，有效期为自公司股东大会审议 通过之日起 12 个月内有效。在上述额度及有效期内，资金可循环滚动使用。具 体内容详见巨潮资讯网（www.cninfo.com.cn）披露的《关于使用部分闲置募集 资金及闲置自有资金进行现金管理的公告》（公告编号：2025-010）。 为规范募集资金使用，确保资金安全，近日，公司开立了募集资金理财产 品专用结算账户，相关情况公 ...

Group 1 - The core viewpoint of the news is that Hongdao Investment has conducted research on a listed company, Zhimi Intelligent, focusing on its business segments and revenue distribution [1] - Zhimi Intelligent's revenue breakdown shows that the industry terminal business accounts for 64.38%, ICT infrastructure business 15.65%, industrial IoT business 3.75%, and intelligent computing business 7.46% [1] - The company is developing multiple products based on various chip platforms for its robotics controller business and is paying attention to companies in the robotics supply chain [1] Group 2 - The intelligent computing business provides high-performance infrastructure lifecycle services and plans to offer flexible computing power leasing services through the HT computing power service cloud platform [1] - Zhimi Intelligent's proprietary brand business covers multiple application areas, with major clients including Aopu Te, BYD, and Li Auto [1] - Hongdao Investment, founded in March 2010, is a well-known private equity investment fund in China, with a strong team and a successful track record in investment management [2]

Company Overview - Shenzhen Zhimi Intelligent Technology Co., Ltd. is a leading provider of intelligent internet hardware products and solutions in China, recognized as a national high-tech enterprise and a "specialized, refined, and innovative" small giant enterprise [1] - The company focuses on building a robust hardware foundation for industrial digitalization, promoting intelligent internet applications across various scenarios [1] Business Segments and Revenue - The main business segments include: - **Industry Terminals**: Revenue of CNY 2.597 billion, accounting for 64.38% of total revenue in 2024 [3] - **ICT Infrastructure**: Revenue of CNY 631 million, accounting for 15.65% [3] - **Industrial IoT**: Revenue of CNY 151 million, accounting for 3.75% [3] - **Intelligent Computing**: Revenue of CNY 301 million, accounting for 7.46% [3] Product Development and Innovation - The company is actively developing a range of robot controllers based on advanced chip platforms, focusing on various types of robots including industrial, mobile, and service robots [4] - The intelligent computing business offers a full lifecycle service for AI infrastructure, including planning, delivery, operation, and maintenance [5] Market Focus and Clientele - The company emphasizes its ODM+OBM dual-drive strategy, focusing on the "Zhimi Industrial" brand to meet market demands [6] - Key clients in the industrial IoT sector include major companies such as Aopu Te, BYD, Li Auto, and Hikvision [6]

Group 1 - Shenzhen Zhimi Intelligent Technology Co., Ltd. has applied for a patent titled "Method and System for Power Loss Control Function Based on Feiteng CPU," with publication number CN120179301A, and the application date is March 2025 [1] - The patent involves a method and system that adds code in the BIOS to enable communication between the BIOS and MCU, allowing users to set Power Loss strategies such as Power Off, Power On, and Last State parameters [1] - The system enables the MCU to communicate with the BIOS, store relevant instructions, and control the computer's power state based on user-defined Power Loss strategies, addressing the industry challenge of current Feiteng CPU applications lacking Power Loss control [1] Group 2 - Shenzhen Zhimi Intelligent Technology Co., Ltd. was established in 2011 and is primarily engaged in software and information technology services [2] - The company has a registered capital of 250.336859 million RMB and has invested in 12 enterprises while participating in 41 bidding projects [2] - The company holds 1,011 patent information records and has 41 trademark information records, along with 20 administrative licenses [2]

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 ...