关于实际控制人权益变动触及 1%整数倍的公告 证券代码：002161 证券简称：远望谷 公告编号：2026-010 深圳市远望谷信息技术股份有限公司 关于实际控制人权益变动触及 1%整数倍的公告 实际控制人徐玉锁保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 2025 年 12 月 19 日，深圳市远望谷信息技术股份有限公司（以下简称"公司"） 收到实际控制人徐玉锁先生的通知，徐玉锁先生拟在《关于大股东减持股份预披露 的公告》披露日起 15 个交易日后的 3 个月内，通过集中竞价和大宗交易的方式减持 公司股份不超过 22,192,722 股，不超过公司总股本的 3%。详情请参见公司于 2025 年 12 月 20 日披露的《关于大股东减持股份预披露的公告》（刊载于巨潮资讯网）。 本次减持前，徐玉锁先生持有公司股份 106,122,513 股，占公司总股本的 14.35%； 其一致行动人陈光珠女士持有公司股份 34,866,728 股，占公司总股本的 4.71%，两 人合计持有公司股份 140,989,241 ...

关于实际控制人权益变动导致股份质押比例变动的公告 证券代码：002161 证券简称：远望谷 公告编号：2026-011 深圳市远望谷信息技术股份有限公司 关于实际控制人权益变动导致股份质押比例变动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股东股份质押的基本情况 | | | | | | 减持前 | 减持后 | 质押股 | 已质押股份情 | | 未质押股份情 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 质押股 | 质押股 | | 况 | | 况 | | | 股东 | 本次减持 | 本次减持 | 持股 | 质押股份 | 份数占 | 份数占 | 份数占 | 已质押 | 占已 | 未质押 | 占未 | | 名称 | 前持股数 量（股） | 后持股数 量（股） | 比例 | 数量 | 其所持 | 其所持 | 公司总 股本比 | 股份限 | 质押 | 股份限 | 质押 | | | | | | | 股份比 | 股份比 | 例 ...

Core Viewpoint - The actual controller of the company, Xu Yusuo, and his associate Chen Guangzhu, have reduced their shareholding in the company by a total of 5,289,616 shares, representing 0.72% of the total share capital [1] Shareholding Changes - Xu Yusuo's shareholding decreased from 14.35% to 13.63%, holding a total of 100,832,897 shares after the reduction [1] - Chen Guangzhu's shareholding remains unchanged at 34,866,728 shares, maintaining a 4.71% stake [1] - The combined shareholding of Xu Yusuo and Chen Guangzhu decreased from 19.06% to 18.34%, totaling 135,699,625 shares [1]

Core Viewpoint - The actual controller Xu Yusuo of Yuanwanggu plans to reduce his shareholding by up to 22,192,722 shares, representing no more than 3% of the total share capital, within three months after the announcement date [1] Group 1 - Xu Yusuo reduced his holdings by 5,289,616 shares from January 15 to 22, 2026, accounting for 0.72% of the total share capital [1] - After the reduction, Xu Yusuo's shareholding decreased to 100,832,897 shares, dropping his ownership percentage from 14.35% to 13.63% [1] - The combined shareholding of Xu Yusuo and his concerted actor Chen Guangzhu fell to 135,699,625 shares, representing a total ownership of 18.34%, with the change in equity reaching a total of 1% [1]

关于实际控制人权益变动触及 1%整数倍的公告 证券代码：002161 证券简称：远望谷 公告编号：2026-008 深圳市远望谷信息技术股份有限公司 关于实际控制人权益变动触及 1%整数倍的公告 实际控制人徐玉锁保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 2025 年 12 月 19 日，深圳市远望谷信息技术股份有限公司（以下简称"公司"） 收到实际控制人徐玉锁先生的通知，徐玉锁先生拟在《关于大股东减持股份预披露 的公告》披露日起 15 个交易日后的 3 个月内，通过集中竞价和大宗交易的方式减持 公司股份不超过 22,192,722 股，不超过公司总股本的 3%。详情请参见公司于 2025 年 12 月 20 日披露的《关于大股东减持股份预披露的公告》（刊载于巨潮资讯网）。 本次减持前，徐玉锁先生持有公司股份 106,122,513 股，占公司总股本的 14.35%； 其一致行动人陈光珠女士持有公司股份 34,866,728 股，占公司总股本的 4.71%，两 人合计持有公司股份 140,989,241 ...

关于实际控制人权益变动导致股份质押比例变动的公告 证券代码：002161 证券简称：远望谷 公告编号：2026-009 深圳市远望谷信息技术股份有限公司 关于实际控制人权益变动导致股份质押比例变动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市远望谷信息技术股份有限公司（以下简称"公司"）实际控制人徐玉 锁先生于 2026 年 1 月 15 日至 2026 年 1 月 22 日期间减持公司股份 5,289,616 股， 减持比例占公司总股本的 0.72%，详情请参见与本公告同日披露的《关于实际控 制人权益变动触及 1%整数倍的公告》。由于徐玉锁先生权益变动导致其股份质押 比例发生变动，具体情况公告如下： 一、股东股份质押的基本情况 | | | | | | 减持前 | 减持后 | 质押股 | 已质押股份情 | | 未质押股份情 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 质押股 | 质押股 | | 况 | | 况 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月22日，远望谷收涨2.44%，收盘价为8.40元，发生2笔大宗交易，合计成交量487.96万股，成交金额 3601.16万元。 第1笔成交价格为7.38元，成交216.96万股，成交金额1,601.16万元，溢价率为-12.14%，买方营业部为招 商证券股份有限公司深圳前海大道证券营业部，卖方营业部为中银国际证券股份有限公司深圳中心四路 证券营业部。 第2笔成交价格为7.38元，成交271.00万股，成交金额2,000.00万元，溢价率为-12.14%，买方营业部为机 构专用，卖方营业部为中银国际证券股份有限公司深圳中心四路证券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为3601.16万元。该股近5个交易日累 计上涨5.00%，主力资金合计净流入3245.68万元。 责任编辑：小浪快报 ...

Industry Overview - RFID (Radio Frequency Identification) is experiencing a golden development period driven by both scenario expansion and technological upgrades, with a global market size expected to exceed 160 billion yuan by 2025, maintaining an annual growth rate of over 14%, and China's market growing even faster at over 20% [1][2] - The core bottleneck is the insufficient supply of specialized chips, with a domestic high-end chip localization rate of only 40%, and ultra-high frequency tag chips still reliant on imports [1][2] - The competitive landscape is intensifying, with AI empowerment becoming a key differentiator; leading companies are building barriers through vertical integration and technological innovation [1][2] Core Listed Companies Analysis 1. **$Yuan Wang Gu (002161) - RFID Absolute Leader** - Core advantage: The first RFID listed company in China, with over 50% market share in railway vehicle number recognition systems and deep layouts in retail, library, and logistics sectors [1][2] - Latest development: Plans to raise 691 million yuan for RFID production lines, chip process upgrades, and AIoT innovation centers, enhancing capabilities in large storage, encryption, high sensitivity, and wide temperature range chips [1][2] - Financial performance: Expected gross margin of 41.51% in 2024 (up 2.17 percentage points year-on-year), with a low net margin and still in loss after deducting non-recurring items; AI integration is anticipated to unlock value reassessment [3][4] 2. **$Fudan Microelectronics (688385) - Chip Design Leader** - Core advantage: Leading in RFID chip design in China, with rapid growth in security and identification chip businesses; antenna etching process reduces PET substrate waste below industry average [3][4] - Market position: Competing with international giants in the ultra-high frequency tag chip market, with product performance close to brands like NXP [3][4] - Technical highlights: Chip process transitioning from 90nm to 65nm, with power consumption reduced by over 40% and storage capacity increased by 50% [3][4] 3. **$Sichuan Medical (300078) - Smart Medical Segment Leader** - Core advantage: Leading in medical RFID solutions, embedding electronic tags in medical consumables and smart shelves, serving international clients like ZARA [3][4] - Growth logic: Accelerated medical informationization and smart hospital construction are driving the implementation of high-value RFID application scenarios [3][4] 4. **Other Key Enterprises** - **Dongxin Peace (002017)**: Focused on smart cards/RFID tags with a production capacity of 1.5 billion pieces, strong advantages in ticket management and anti-counterfeiting traceability [3][4] - **Aerospace Information (600271)**: Engaged in tax informationization and RFID, holding a 5.8% market share in ticket management with a vertically integrated layout [3][4] - **Xiamen Xinda (000701)**: Involved in RFID and supply chain, with a stock price increase of 5.9% in the last 30 days and a 1.66% rise since 2026 [3][4] Investment Logic and Key Insights 1. **Four Major Investment Themes** - **Chip Localization**: Shortage of specialized chips, supported by policies and technological breakthroughs driving import substitution, benefiting companies like Fudan Microelectronics and Yuan Wang Gu [2][3] - **AIoT Integration**: AI empowerment enhances RFID data processing capabilities, benefiting Yuan Wang Gu (AI innovation center) and Sichuan Medical [2][3] - **Scenario Expansion**: Retail digitalization, Industry 4.0, and smart medical needs are expected to explode, benefiting Yuan Wang Gu, Sichuan Medical, and Dongxin Peace [2][3] - **Vertical Integration**: Full industry chain layout reduces costs and enhances risk resistance, benefiting Yuan Wang Gu and Aerospace Information [2][3] 2. **Key Technical Breakthroughs** - Core function upgrades include large storage capacity (to address data volume surges), data encryption (for privacy protection), high sensitivity (to improve recognition accuracy), and wide temperature range operation (to adapt to industrial/outdoor scenarios) [2][3] - Cost reduction path: Scale production has reduced the unit cost of UHF tags to 0.21-0.25 yuan, which is 30% lower than the industry average [2][3] - AI integration direction: Combining RFID data with machine learning to achieve smart inventory management and predictive maintenance, among other value-added services [4] Focused Analysis - Yuan Wang Gu stands out as the industry leader with benefits from capital increase, expansion, and AI empowerment, with stable cash flow from the railway market supporting transformation and growth opportunities in consumer IoT [4] - Fudan Microelectronics showcases strong chip design capabilities, benefiting from domestic substitution; Sichuan Medical operates in a high-growth medical niche with significant earnings elasticity [4] - Configuration strategy: Short-term focus on the progress of capital increase and AI project advancement; long-term layout on the dual dividends of scenario expansion and chip localization, while avoiding low-value enterprises engaged in pure price competition [4]

Market Overview - The other electronics sector experienced a decline of 1.8% on January 19, with Hanshuo Technology leading the drop [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Stock Performance - Notable gainers in the other electronics sector included: - Igor (002922) with a closing price of 41.94, up 7.24% and a trading volume of 294,500 shares, totaling 1.214 billion yuan [1] - Jingquanhua (002885) closed at 29.36, up 5.99% with a trading volume of 412,300 shares, totaling 1.188 billion yuan [1] - Weixiu Electronics (301328) closed at 55.09, up 5.82% with a trading volume of 34,900 shares [1] - Conversely, Hanshuo Technology (301275) saw a significant decline of 9.41%, closing at 68.85 with a trading volume of 80,300 shares, totaling 573 million yuan [2] - Other notable decliners included: - Shannon Chip (300475) down 8.12% to 164.70 with a trading volume of 440,500 shares, totaling 7.498 billion yuan [2] - Yunhan Xincheng (301563) down 4.76% to 176.10 with a trading volume of 26,700 shares [2] Capital Flow - The other electronics sector experienced a net outflow of 2.356 billion yuan from main funds, while retail funds saw a net inflow of 1.797 billion yuan [2] - Specific stocks with significant capital flow included: - Keli (002782) had a main fund net inflow of 80.071 million yuan, but retail funds saw a net outflow of 50.502 million yuan [3] - Clean Technology (002859) had a main fund net inflow of 44.252 million yuan, with retail funds also experiencing a net outflow [3] - Jingquanhua (002885) had a main fund net inflow of 39.368 million yuan, while retail funds saw a net outflow of 11.708 million yuan [3]

Core Viewpoint - The company, Yuanwanggu, plans to raise 690 million yuan through a private placement to fund various projects, including the construction of an RFID electronic tag production line and a new IoT terminal project, with concerns about the compliance and transparency of the funding allocation [1][18]. Group 1: Fundraising Details - Yuanwanggu intends to issue up to 221,927,220 shares to no more than 35 specific investors, raising a maximum of 690 million yuan for several projects, including 190 million yuan for the RFID electronic tag production line and 200 million yuan for working capital [2][19]. - The total investment for the RFID electronic tag production line is approximately 209.86 million yuan, with 190.34 million yuan allocated from the raised funds [3][20]. - Compared to a previously terminated fundraising plan of 300 million yuan, the new plan's total fundraising amount has doubled, with significant increases in the funding amounts for various projects, particularly a 550% increase in working capital allocation [3][21]. Group 2: Project Specifics - The new IoT terminal project, which has a funding allocation of 135 million yuan, lacks detailed descriptions regarding whether it focuses on production expansion or research and development [4][21]. - The RFID electronic tag production line project is expected to increase production capacity by 2 billion tags upon completion, while the innovation center project is aimed at research and training for vertical application models [4][21]. - The lack of clarity regarding the nature of the IoT terminal project raises questions about its classification as either a capital expenditure or a working capital allocation, which could affect compliance with regulatory limits on funding usage [8][25]. Group 3: Related Party Transactions - The fundraising plan includes several projects that show signs of related party transactions, such as the innovation center project, which involves leasing facilities from a company controlled by the actual controller, Xu Yusuo [9][26]. - The rental and renovation costs for the innovation center project amount to approximately 8.9 million yuan, raising concerns about the necessity of leasing from a related party when the company has existing facilities [12][29]. - Previous transactions involving the company's assets and the actual controller have led to scrutiny regarding potential profit manipulation and benefit transfer to the controlling shareholder [13][30]. Group 4: Shareholder Actions - Prior to the announcement of the fundraising plan, the actual controller, Xu Yusuo, disclosed a significant share reduction plan, intending to sell up to 22,192,722 shares, which is about 3% of the total share capital [14][31]. - Since the company's listing, Xu Yusuo has cumulatively reduced his holdings by over 1.1 billion yuan and has pledged a significant portion of his shares, raising concerns about the motivations behind the fundraising and share reduction activities [16][32]. - As of December 12, 2025, Xu Yusuo had pledged 93.22 million shares, representing approximately 87.84% of his total holdings, indicating a high level of financial leverage [17][32].