Group 1 - The core viewpoint of the news is that Shenzhen Zhimi Intelligent Technology Co., Ltd. has demonstrated strong capabilities and development potential in the smart internet hardware sector during a recent investor meeting [1] - The company is recognized as a leading provider of smart internet hardware products and solutions in China, holding the status of a national high-tech enterprise and a "specialized, refined, and innovative" small giant enterprise [1] - The company aims to support industrial digitalization by building a "smart base" and has developed core capabilities in multi-scenario product definition, flexible manufacturing, and digital information management [1] Group 2 - Significant progress has been made in the computing power business, with the company planning to deepen maintenance and operation services and expand computing power rental services [2] - The company has launched the HAT cloud platform for computing power rental, which was officially released in April 2025 and has been commercialized [2] - The company is focusing on AI in its future strategy, planning to develop five categories of products across cloud, edge, and endpoint AI [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 and innovative" small giant enterprise [2][3] - The company focuses on building a robust hardware foundation for industrial digitalization, promoting intelligent internet applications across various scenarios [2][3] Business Segments - Main business areas include industry terminals (e.g., PCs, OPS, cloud terminals), ICT infrastructure (servers, switches, cybersecurity hardware), industrial IoT (robot controllers, industrial motherboards, industrial computers, AI edge devices), and intelligent computing [3][4] - The product layout meets diverse AI application needs in sectors such as AI high-performance computing, robotics, smart education, smart office, smart finance, industrial automation, and smart healthcare [3][4] Strengths in Computing Power - The company aims to be an "AIGC full lifecycle service provider," focusing on computing power planning and equipment supply, with computing power leasing as a new growth area [3][5] - As of mid-2025, the order backlog has exceeded the total for the previous year, indicating strong market competitiveness [3][5] - The HAT cloud platform, launched in April 2025, offers flexible resource scheduling and cost optimization, supporting various customer needs with a standardized computing power unit and pay-per-use model [3][5] Product Innovations - The "Zhiqing" series of robot brain domain controllers utilizes NVIDIA Jetson chips, offering AI computing options ranging from 100 TOPS to 2070 FP4 TFLOPS [4][6] - The company has established a comprehensive "end-to-end" service system covering the entire lifecycle of equipment, ensuring timely service response and reliable spare parts supply [3][5] Future Strategy - The company plans to embrace AI comprehensively, focusing on three main areas: cloud, edge, and terminal, with five product categories in development [5][6] - In the edge AI sector, the company offers integrated computing power machines with various configurations to meet diverse computing needs in professional creation, data centers, and high-performance computing clusters [6][7] - The generative AI BOX supports local deployment of models, covering large language models (LLM) and visual language models (VLM), providing robust support for complex applications [6][7]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001339 证券简称：智微智能 公告编号：2025-080 深圳市智微智能科技股份有限公司 关于提前归还用于暂时补充 流动资金的募集资金的公告 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2024年9月27日召开第二届董事会第十一次会 议和第二届监事会第九次会议审议通过了《关于使用部分闲置募集资金暂时补充流动资金的议案》，同 意公司使用不超过5,000万元的部分闲置募集资金暂时补充流动资金，使用期限自公司董事会审议通过 之日起不超过12个月，到期归还至募集资金专用账户。具体内容详见公司于2024年9月28日披露于巨潮 资讯网（www.cninfo.com.cn）的《关于使用部分闲置募集资金暂时补充流动资金的公告》（公告编 号：2024-072）。 本次使用闲置募集资金暂时补充流动资金将于2025年9月26日到期。截至2025年9月8日，公司已将上述 用于暂时补充流动资金的募集资金全部提前归还至募集资金专项账户，使用期限未超过十二个月。公司 已将 ...

Group 1 - The company, Zhiwei Intelligent, announced that as of September 8, 2025, it has fully repaid all funds raised for temporarily supplementing working capital back to the special account for raised funds [2] - The usage period for these funds did not exceed twelve months [2]

深圳市智微智能科技股份有限公司（以下简称"公司"）于 2024 年 9 月 27 日召 开第二届董事会第十一次会议和第二届监事会第九次会议审议通过了《关于使用部 分闲置募集资金暂时补充流动资金的议案》，同意公司使用不超过 5,000 万元的部分 闲置募集资金暂时补充流动资金，使用期限自公司董事会审议通过之日起不超过 12 个月，到期归还至募集资金专用账户。具体内容详见公司于 2024 年 9 月 28 日披露 于巨潮资讯网（www.cninfo.com.cn）的《关于使用部分闲置募集资金暂时补充流动 资金的公告》（公告编号：2024-072）。 证券代码：001339 证券简称：智微智能 公告编号：2025-080 深圳市智微智能科技股份有限公司 关于提前归还用于暂时补充流动资金的募集资金的公告 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。 本次使用闲置募集资金暂时补充流动资金将于 2025 年 9 月 26 日到期。截至 2025 年 9 月 8 日，公司已将上述用于暂时补充流动资金的募集资金全部提前归还至募集 资金专项账户，使用期限未超过十二个月。公司已 ...

易方达供给改革混合（002910）成立日期2017年1月25日，最新规模40.56亿。今年以来收益14.59%，同 类排名4667/8180；近一年收益32.78%，同类排名4192/7978；成立以来收益185.3%。 易方达供给改革混合（002910）基金经理为杨宗昌。 截至发稿，杨宗昌累计任职时间6年137天，现任基金资产总规模40.97亿元，任职期间最佳基金回报 213.48%， 任职期间最差基金回报-17%。 9月4日，智微智能跌5.04%，截至发稿，报57.13元/股，成交4.23亿元，换手率6.01%，总市值143.87亿 元。智微智能股价已经连续7天下跌，区间累计跌幅14.39%。 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%。 从智微智 ...

Core Insights - Huawei's HarmonyOS is set to achieve full autonomy by 2025, with over 1.19 billion devices equipped with the system [1] - In the consumer electronics sector, Huawei's smartphone market share in China has reached 25%, with foldable models accounting for 18% [1] - The report identifies five key companies with significant technological advantages and performance elasticity in the HarmonyOS and consumer electronics space [1] Company Summaries 1. Broadcom Integration - Core Positioning: Key supplier of HarmonyOS RF chips [3] - Technological Barriers: First global Wi-Fi 6 IoT chip supporting StarFlash technology, with a domestic substitution rate increasing from 35% to 60% [3] - Market Performance: Net profit in Q1 2025 increased by 910.55%, with HarmonyOS revenue exceeding 30% [3] 2. Chenyi Intelligent - Core Positioning: Leader in HarmonyOS smart interaction hardware [4] - Technological Barriers: Only company in China with full-process R&D capability for HarmonyOS smart remote controls [4] - Market Performance: Q2 2025 shipment volume grew by 210%, with Huawei orders making up 65% [4] 3. Guoguang Electric - Core Positioning: Leader in HarmonyOS acoustic hardware [5] - Technological Barriers: First acoustic module certified by HarmonyOS, integrating AI voice interaction and spatial audio technology [6] - Market Performance: Q1 2025 revenue increased by 42%, with Huawei orders rising to 58% [8] 4. Zhuoyue Technology - Core Positioning: Benchmark for HarmonyOS terminal manufacturing [10] - Technological Barriers: Core manufacturer for Huawei's Mate 70 series, achieving a yield rate of 99.2% [10] - Market Performance: Q2 2025 net profit surged by 1046.17%, with HarmonyOS revenue exceeding 70% [12] 5. Zhiwei Intelligent - Core Positioning: Builder of the HarmonyOS PC ecosystem [14] - Technological Barriers: Developer of the first distributed operating system for X86 architecture based on HarmonyOS [14] - Market Performance: Q1 2025 net profit increased by 979.75%, with a provincial government cloud project exceeding 500 million [16]

Group 1 - The core viewpoint of the article highlights the recognition of Zhang Xinyuan, the Secretary of the Board of Directors of Zhiwei Intelligent Company, who won the 11th Golden Kylin Award for Outstanding Secretary, reflecting her exceptional professional capabilities and contributions to corporate governance and investor relations [1][2] - The Golden Kylin Award has been held for eleven sessions, recognizing over 900 outstanding secretaries, and is regarded as a prestigious award in the industry, focusing on information disclosure quality, investor communication effectiveness, and contributions to corporate governance and ESG [1][2] - The role of a Secretary of the Board is emphasized as a critical link between listed companies and the capital market, serving as a gatekeeper for corporate operations, a strategic advisor for capital, a spokesperson for information disclosure, and an architect for investor relations [1][2] Group 2 - Zhang Xinyuan is recognized as an outstanding representative of her peers, showcasing her excellence in capital communication, compliance governance, and strategic collaboration, which reflects the market's high regard for Zhiwei Intelligent's governance level and value growth [2]

Group 1 - The stock price of Zhiwei Intelligent closed at 69.10 yuan on August 26, 2025, down 1.67% from the previous trading day [1] - The stock experienced significant volatility, reaching a high of 77.30 yuan and a low of 67.31 yuan, with an amplitude of 14.22% and a trading volume of 2.31 billion yuan [1] - Zhiwei Intelligent specializes in the research, production, and sales of IoT devices and solutions, including smart terminals and edge computing devices, and operates in the computer equipment manufacturing industry based in Guangdong Province [1] Group 2 - On August 26, the stock price of Zhiwei Intelligent showed rapid fluctuations, with a quick drop of over 2% within 5 minutes at 9:36 AM, followed by a rebound of over 2% within 5 minutes at 10:25 AM [1] - Data on capital flow indicated a net outflow of 222 million yuan from Zhiwei Intelligent on August 26, accounting for 2.7% of its circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 68.33 million yuan, representing 0.83% of the circulating market value [1]

Investment Rating - The report maintains a positive outlook on the computer industry, expecting overall returns to exceed the CSI 300 index by more than 5% in the next six months [27]. Core Insights - The computer industry index rose by 7.93% during the week of August 18-24, 2025, ranking 4th among 31 primary industries, with a year-to-date increase of 28.86%, outperforming the CSI 300 index by 17.60 percentage points [3][22]. - The release of DeepSeek-V3.1 is expected to drive the domestic AI industry, enhancing the capabilities of programming and search agents significantly [4][8]. - DeepSeek-V3.1 features a hybrid reasoning architecture, improved efficiency, and enhanced agent capabilities, marking a significant advancement in AI technology [12][14]. Summary by Sections 1. DeepSeek-V3.1 Release - DeepSeek-V3.1 was officially released on August 21, 2025, featuring a hybrid reasoning architecture that supports both thinking and non-thinking modes with an expanded context of 128K [12]. - The new version shows improved reasoning efficiency, with a score of 88.4 in AIME 2025, compared to 87.5 for the previous model [13]. - Enhanced agent capabilities were achieved through post-training optimization, significantly improving performance in programming and multi-step tasks [14][16]. 2. Market Review - The computer industry index increased by 7.93% in the week of August 18-24, 2025, with a year-to-date increase of 28.86%, outperforming the CSI 300 index by 17.60 percentage points [22]. - The top five companies in terms of weekly gains included Yuyin Co. (+46.2%), Chengmai Technology (+34.92%), and Kexin Information (+33.94%) [24][25]. 3. Investment Recommendations - The report recommends focusing on companies that will benefit from the release of DeepSeek-V3.1, including Haiguang Information, Zhiwei Intelligent, and Lenovo Group [8]. - Application-side recommendations include Kingsoft Office, Yonyou Network, and Saiyi Information, among others [8].