Summary of Key Points Core Viewpoint - 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, with a focus on supporting operational needs and financing activities [1][2]. Group 1: Guarantee Overview - The company held a board meeting on March 7, 2025, and a shareholder meeting on March 24, 2025, to approve the guarantee limit for its subsidiaries [1]. - The approved guarantee limit is valid for twelve months from the date of the shareholder meeting [1]. Group 2: Guarantee Progress - The company signed a maximum guarantee contract with Industrial and Commercial Bank of China for a comprehensive credit limit of RMB 60 million for its wholly-owned subsidiary, Dongguan Zhimi Intelligent Technology Co., Ltd. [2]. Group 3: Guarantee Contract Details - The debtor is Dongguan Zhimi Intelligent Technology Co., Ltd., and the guarantor is Shenzhen Zhimi Intelligent Technology Co., Ltd. [3]. - The guarantee amount is capped at RMB 60 million, covering principal, interest, and various fees related to the debt [3][4]. - The guarantee period varies based on the type of contract, generally lasting three years after the main contract's expiration or early termination [4]. Group 4: Company’s Guarantee Status - After this guarantee, the total guarantee amount by the company and its subsidiaries is RMB 6 billion, which is 286.72% of the company's audited net assets for 2024 [4]. - The total outstanding guarantees amount to RMB 25.77 million, representing 1.23% of the company's audited net assets for 2024 [4]. - The company has no overdue guarantees or guarantees involving litigation [4].

Core Insights - The company is actively seizing opportunities in AI and robotics, leveraging its resources and industry advantages to enhance the "AI+" application implementation and improve the embodied intelligence ecosystem [2] Group 1: Company Strategy - The company has made a strategic investment in Yudie Technology, which specializes in flexible sensors based on liquid metal, aimed at applications in robotic dexterous operations, medical rehabilitation monitoring, and industrial safety perception [2] - The collaboration with Yudie Technology aims to create a comprehensive solution for embodied intelligence, integrating robotic training and simulation, core control systems, and tactile perception applications [2] Group 2: Market Impact - The development and market promotion of related products are subject to uncertainties, and it is expected that there will be no significant impact on the company's performance in the short term [2]

Core Viewpoint - Zhimi Intelligent (001339) announced that the company has no overdue external guarantees and no guarantee amounts involved in litigation, nor any amounts to be borne due to judgments against it [1] Group 1 - The company confirmed the absence of overdue external guarantees [1] - There are no guarantee amounts related to ongoing litigation [1] - The company does not face any financial liabilities due to adverse judgments [1]

近日，公司与中国工商银行股份有限公司东莞谢岗支行（简称"工商银行"） 签订了《最高额保证合同》，对全资子公司东莞市智微智能科技有限公司(以下 简称"东莞智微")向工商银行申请的 6,000 万元综合授信额度提供连带责任保证 担保。 证券代码：001339 证券简称：智微智能 公告编号：2025-087 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。 一、担保情况概述 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 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 ...

Core Viewpoint - Shenzhen Zhimi Intelligent Technology Co., Ltd. will participate in the 2025 Annual Online Collective Reception Day for Investors in Shenzhen, aiming to enhance interaction with investors [1] Group 1: Event Details - The event will be held online on November 20, 2025, from 15:40 to 17:00 [1] - Investors can participate through the "Panjing Roadshow" website, WeChat public account, or by downloading the Panjing Roadshow APP [1] Group 2: Company Representatives - The company's chairman, Ms. Yuan Weiwei, along with the board secretary, Ms. Zhang Xinyuan, financial director, Ms. Li Min, and independent director, Mr. Zhan Weizai, will be present to communicate with investors [1] Group 3: Discussion Topics - The discussion will cover company performance, governance, development strategy, operational status, financing plans, equity incentives, and sustainable development [1]

关于参加 2025 年度深圳辖区上市公司投资者 网上集体接待日活动的公告 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。 证券代码：001339 证券简称：智微智能 公告编号：2025-086 深圳市智微智能科技股份有限公司 为进一步加强与投资者的互动交流，深圳市智微智能科技股份有限公司（以 下简称"公司"）将参加由深圳证监局和中证中小投资者服务中心指导、深圳上市 公司协会与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上市公司 投资者网上集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次互动交流，活动时间为 2025 年 11 月 20 日（周四）15:40-17:00。届时公 司董事长袁微微女士，董事会秘书张新媛女士，财务总监李敏女士和独立董事詹 伟哉先生将在线就公司业绩、公司治理、发展战略、经营状况、融资计划、股权 激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投 ...

Investment Rating - The overall industry rating is positive, expecting returns to exceed the CSI 300 index by more than 5% in the next six months [33] Core Insights - The computer industry index fell by 3.03% during the week of November 10-16, 2025, ranking 29th among 31 first-level industries, but has risen 18.24% year-to-date, outperforming the CSI 300 index by 0.62 percentage points [3][27] - OpenAI launched the GPT-5.1 series flagship model, focusing on enhancing user experience and conversation engagement, with two models: GPT-5.1 Instant for daily interactions and GPT-5.1 Thinking for advanced reasoning [4][11] - Alibaba and Tencent are actively developing AI intelligent agents, with Alibaba's "Qianwen" project aiming to compete directly with ChatGPT, and Tencent planning to introduce an AI agent within WeChat to assist users [15][17] - Kimi K2 Thinking, a new generation of open-source thinking agent, has achieved significant advancements in reasoning and tool usage capabilities, outperforming other models in various benchmarks [20][23] Summary by Sections Industry Key Events Review - OpenAI released GPT-5.1, optimizing user experience with enhanced models for different interaction types [11] - Alibaba initiated the "Qianwen" project to create a personal AI assistant, leveraging its leading position in the open-source model market [15] - Tencent is exploring AI capabilities within WeChat, aiming to enhance user task completion through AI [17] Market Review - The computer industry index decreased by 3.03% for the week, but has increased by 18.24% since the beginning of the year, outperforming the CSI 300 index [27] - The top five gainers in the computer industry for the week included Haixia Innovation (+33.1%) and Yingfang Software (+19.3%), while the top five losers included Fangzhi Technology (-19.91%) and Chunzong Technology (-17.43%) [29][31] Investment Recommendations - The report recommends focusing on companies like Kingsoft Office, Feng Assistant, and Yonyou Network, as well as those involved in AI applications and computing power demands, such as Haiguang Information and Lenovo Group [5][31]

Core Insights - The company has received customer orders in the field of robot "big and small brain" controllers, although the orders have not yet reached the disclosure standard [1] - In the computing server business, the company has established collaborations with well-known domestic internet giants, financial clients, IDC vendors, and state-owned enterprises [1] Group 1 - The company has achieved a breakthrough in the robot "big and small brain" controller sector [1][3] - There are inquiries regarding the volume of orders and whether the company supplies to leading manufacturers [3] - The company is actively engaging with various partners in the computing server domain [1]

Core Insights - The company has secured customer orders in the "big and small brain" controller segment for robots, although these orders have not yet reached the disclosure threshold [1] - In the computing server business, the company has established collaborations with well-known domestic internet giants, financial clients, IDC vendors, and state-owned enterprises [1]

Core Points - The company disclosed a notice regarding the share reduction plan of certain senior management personnel, confirming the implementation of the plan as per previous announcements [1][4] - The share reduction did not exceed the previously disclosed plan and will not affect the company's control, governance structure, or ongoing operations [4] - Senior management has committed to restrictions on share transfers during their tenure and for a specified period after leaving the company [4] Share Reduction Details - The company received a notification from senior management regarding the completion of their share reduction plan [1] - The total number of shares held by the shareholders before and after the reduction was documented, although specific figures were not provided in the text [1][2] - The change in total share capital was attributed to stock option exercises [3] Compliance and Documentation - The share reduction was pre-disclosed in accordance with regulations, and the actual number of shares reduced matched the planned amount [4] - The company maintains that there were no violations of commitments made by the senior management regarding share transfers [4] - Relevant documents regarding the share reduction plan were made available for review [5]