证券之星消息，9月24日计算机设备板块较上一交易日上涨0.93%，中威电子领涨。当日上证指数报收于 3853.64，上涨0.83%。深证成指报收于13356.14，上涨1.8%。计算机设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300270 | 中威电子 | 10.80 | 20.00% | 33.74万 | | 3.46亿 | | 688307 | 中润光学 | 38.19 | 8.31% | 9.53万 | | 3.55亿 | | 001339 | 智微智能 | 62.10 | 7.44% | 11.71万 | | 7.04亿 | | 688188 | 柏楚电子 | 154.33 | 6.03% | 5.04万 | | 7.68亿 | | 300302 | 同有科技 | 18.57 | 4.86% | 63.61万 | | 11.48亿 | | 300845 | 捷安高科 | 11.08 | 4.82% | 8.75万 | | 9537.02万 ...

9月24日，智微智能涨5.16%，截至发稿，报60.78元/股，成交4.58亿元，换手率6.49%，总市值153.23亿 元。 资料显示，深圳市智微智能科技股份有限公司位于深圳市南山区西丽街道兴科路66号乐普大厦东塔23 层，成立日期2011年9月7日，上市日期2022年8月15日，公司主营业务涉及主要从事教育办公类、消费 类、网络设备类、网络安全类、零售类及其他电子设备产品的研发、生产、销售及服务。主营业务收入 构成为：行业终端53.57%，ICT基础设施15.78%，智算业务15.31%，其他7.88%，工业物联网7.46%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从智微智能十大流通股东角度 数据显示，南方基金旗下1只基金位居智微智能十大流通股东。南方中证1000ETF（512100）二季度新 进十大流通股东，持有股数69.81万股，占流通股的比例为0.93%。根据测算，今日浮盈赚取约208.03万 元。 南方中证1000ETF（5121 ...

Core Viewpoint - The company, Zhiwei Intelligent (智微智能), has developed an intelligent controller that supports major control chips from Intel, Rockchip, and Nvidia Jetson, specifically designed for mobile, industrial, and robotic applications [1] Group 1: Product Features - The intelligent controller offers high-performance processing, high-speed communication, and reliable design features such as efficient heat dissipation and reinforced shock resistance [1] - For instance, the EII-6300 model supports mainstream large language models (LLMs) like Qwen and DeepSeek, as well as hierarchical visual language models (VLMs) such as CLIP, and commonly used visual language action models like OpenVLA [1]

Core Viewpoint - The recent market rally has led to a surge in stock prices, but significant insider selling by major shareholders raises concerns about the underlying health of companies, particularly in the context of information asymmetry in capital markets [1] Group 1: Insider Selling - Zhimi Intelligent Holdings announced a reduction plan by its controlling shareholder and actual controller, Guo Xuhui, citing personal funding needs, with a plan to sell shares over three months starting from September 12, 2025 [2] - Guo Xuhui and Yuan Weiwei, as the actual controllers, hold a combined 176 million shares, representing 69.812% of the total share capital [2] - In August, the company also disclosed a reduction plan involving executives, with three executives holding a total of 188,800 shares, approximately 0.075% of the total share capital [2] Group 2: Financial Performance - The company reported a revenue of 1.947 billion yuan, a year-on-year increase of 15.29%, and a net profit attributable to shareholders of 102 million yuan, up 80.08% year-on-year [2] - Despite the apparent strong performance, there are underlying concerns as revenue growth has been declining over the past three quarters, with projected growth rates of 41.41%, 19.35%, and 12.31% for the next three quarters [3] Group 3: Inventory and Financial Discrepancies - The company's inventory increased by 60.22% compared to the beginning of the period, while revenue only grew by 15.29%, indicating a mismatch between inventory growth and revenue [4] - The sales gross margin rose from 19.07% to 24.4%, but the inventory turnover rate decreased from 1.66 times to 1.32 times, highlighting a discrepancy in financial metrics [4][5] Group 4: Business Segment Analysis - The intelligent computing business saw a revenue increase of 146.37% with a gross margin of 84.71%, indicating strong performance in this segment [5] - The company established a subsidiary, Tengyun Intelligent Computing, to provide AIGC high-performance infrastructure products, which is capital-intensive and has a long return cycle [6] Group 5: Prepayment Concerns - The company's prepayments surged by 1,572.29% to 510 million yuan, raising questions about potential funding risks associated with the intelligent computing business [6][7] - The rising asset-liability ratio, which increased from 37.18% to 58.43% over three reporting periods, indicates a growing financial risk [7]

Core Viewpoint - The recent market rally has led to an increase in stock prices, yet major shareholders and executives are announcing plans to reduce their holdings, raising questions for ordinary investors about the implications of such actions [1][2]. Shareholder Actions - The controlling shareholder of Zhiwei Intelligent Holdings, Guo Xuhui, plans to reduce his stake by up to 7,500,000 shares, approximately 2.97% of the total shares, between October 14, 2025, and January 13, 2026, citing personal financial needs [3]. - The company has a concentrated ownership structure, with Guo Xuhui and his spouse holding 69.81% of the total shares [3]. - In August, the company announced a reduction plan involving executives who collectively hold 0.075% of the total shares, planning to reduce up to 47,000 shares [4]. Financial Performance - The company reported a revenue of 1.947 billion yuan, a year-on-year increase of 15.29%, and a net profit of 102 million yuan, up 80.08% [5]. - The growth is attributed to the booming AI industry and recovery in the PC sector, with significant increases in the intelligent computing and industrial IoT businesses [5]. Concerns and Risks - Despite high growth, there are concerns about declining revenue growth rates over the past three quarters, with projections showing a decrease in growth from 41.41% to 12.31% [6]. - Inventory levels have surged by 60.22%, outpacing revenue growth, raising questions about financial health [7][10]. - The company’s gross margin increased from 19.07% to 24.4%, but inventory turnover decreased, indicating potential mismatches in financial data [10]. Intelligent Computing Business - The intelligent computing business has seen a revenue increase of 146.37%, with a gross margin of 84.71% [12]. - The company has established a subsidiary, Tengyun Intelligent Computing, focusing on providing comprehensive services for AI computing infrastructure [13]. - The intelligent computing rental business is capital-intensive and faces risks related to market competition and technological changes [15][17]. Prepayment Concerns - The company’s prepaid accounts surged to 510 million yuan, a staggering increase of 1572.29%, raising concerns about potential funding risks associated with the intelligent computing business [15][18]. - The rising prepayments may indicate increased order volumes and inventory needs, but the sustainability of this growth remains uncertain [18].

Core Viewpoint - The recent market rally has led to an increase in stock prices, yet major shareholders and executives are announcing plans to reduce their holdings, raising questions for ordinary investors about the implications of such actions [1][2]. Shareholder Actions - The controlling shareholder of Zhiwei Intelligent Holdings, Guo Xuhui, plans to reduce his stake by up to 7,500,000 shares, approximately 2.97% of the total shares, between October 14, 2025, and January 13, 2026, citing personal financial needs [3]. - The company has a concentrated ownership structure, with Guo Xuhui and his spouse holding 69.81% of the total shares [3]. - In August, the company announced a reduction plan involving executives who collectively hold 0.075% of the total shares, planning to reduce up to 47,000 shares [4]. Financial Performance - The company reported a revenue of 1.947 billion yuan, a year-on-year increase of 15.29%, and a net profit of 102 million yuan, up 80.08% [5]. - The growth is attributed to the booming AI industry, with significant increases in server and intelligent computing business revenues [5]. Concerns and Risks - Despite high growth, there are concerns about declining revenue growth rates over the past three quarters, with Q4 2024, Q1 2025, and Q2 2025 growth rates at 41.41%, 19.35%, and 12.31%, respectively [6]. - Inventory levels have surged by 60.22%, outpacing revenue growth, raising questions about financial health [7][10]. - The company’s gross margin increased from 19.07% to 24.4%, but inventory turnover decreased, indicating potential mismatches in financial metrics [10]. Intelligent Computing Business - The intelligent computing business has seen a revenue increase of 146.37%, with a gross margin of 84.71% [12]. - The company has established a subsidiary, Tengyun Intelligent Computing, focusing on providing comprehensive services for AI computing infrastructure [13]. - The intelligent computing rental business is capital-intensive, with a significant increase in prepaid accounts amounting to 510 million yuan, a 1572.29% increase from the beginning of the period [15][17]. Strategic Developments - The company is expanding its market presence through various strategies, including enhancing its sales team and participating in industry exhibitions [14]. - The intelligent computing rental business is positioned as a key growth area, with a focus on providing flexible computing resources to clients [15]. Financial Health Indicators - The company's asset-liability ratio has been increasing, recorded at 37.18%, 46.36%, and 58.43% over the last three semi-annual reports, indicating rising financial leverage [18].

智微智能(001339.SZ)现跌5.53%报59.92元，暂成交6.8亿元，最新市值151亿元。智微智能公告称，公司控股股东、实际控制人之一郭旭辉计划在公告披露之 日起十五个交易日后的三个月内，以集中竞价交易和大宗交易相结合的方式减持公司股份合计不超过750万股，约占公司总股本的2.9749%。(格隆汇) ...

中国经济网北京9月15日讯智微智能（001339）(001339.SZ)近日发布了《关于公司控股股东、实际控制 人减持预披露的公告》，公司于近日收到控股股东、实际控制人之一郭旭辉出具的《关于股份减持计划 的告知函》。 截至公告日，控股股东、实际控制人之一郭旭辉直接持有公司股份76,200,000股，约占公司总股本比例 30.2254%，计划在公告披露之日起十五个交易日后的三个月内(即2025年10月14日至2026年1月13日)拟 以集中竞价交易和大宗交易相结合的方式减持公司股份合计不超过7,500,000股，约占公司总股本比例 2.9749%。 公告显示，郭旭辉与袁微微系夫妻关系，二人为公司实际控制人，合计持有公司股份176,000,000股，占 公司总股本比例69.8120%。 智微智能表示，本次减持股份计划的实施不会导致公司控制权发生变更，不会对公司的持续性经营产生 影响。 智微智能2024年年度报告显示，袁微微，中国国籍，拥有香港永久居留权；郭旭辉，中国国籍，拥有香 港永久居留权。 智微智能于2022年8月15日在深交所主板上市，发行总股数为61,750,000股，发行价格为16.86元/股，保 荐机 ...

Core Viewpoint - The controlling shareholder and actual controller of Zhiwei Intelligent, Mr. Guo Xuhui, plans to reduce his stake in the company by up to 7.5 million shares, representing approximately 2.9749% of the total share capital, within a specified period from October 14, 2025, to January 13, 2026 [1] Summary by Relevant Categories - Shareholder Actions - Mr. Guo Xuhui intends to reduce his holdings through a combination of centralized bidding and block trading [1] - The planned reduction will occur within three months following the announcement date [1]

Core Viewpoint - The controlling shareholder and actual controller of Zhiwei Intelligent, Mr. Guo Xuhui, plans to reduce his stake in the company by up to 7.5 million shares, representing approximately 2.9749% of the total share capital, within a specified period from October 14, 2025, to January 13, 2026 [1] Summary by Relevant Sections - Shareholder Reduction Plan - Mr. Guo Xuhui intends to reduce his holdings through a combination of centralized bidding and block trading [1] - The reduction will occur within three months following the announcement, starting from October 14, 2025 [1]