傅利泉先生作为公司控股股东、实际控制人，截至公告披露日持有公司1,023,868,980股股份，此次辞职不会对公司日常经营产生不利影响，未来将集中精力 统筹公司长期战略规划与发展方向，助力公司持续高质量发展。离职后，傅利泉先生将继续按照相关法律法规管理其持有的公司股份。 关于新任总裁的聘任，公司于2026年1月5日审议通过了《关于聘任公司总裁的议案》。经董事长傅利泉先生提名、公司董事会提名委员会任职资格审查通 过，董事会同意聘任赵宇宁先生为公司总裁，其不再担任公司执行总裁职务，全面负责公司日常经营管理事务，任期自本次董事会审议通过之日起至第八届 董事会届满之日止。 简历信息显示，赵宇宁先生中国国籍，1977年出生，拥有新加坡国立大学理学硕士研究生学历。2018年3月起，其历任公司高级副总裁及海外营销中心总 裁、执行总裁，现任公司董事、总裁。截至目前，赵宇宁先生持有1,067,800股公司股票，与公司其他持有5%以上表决权股份的股东、实际控制人、董事、 高级管理人员不存在关联关系。同时，赵宇宁先生不存在法律法规及制度文件规定的不得担任上市公司高级管理人员的情形，不曾受过相关部门处罚和证券 交易所纪律处分，无涉嫌 ...

Industry Overview - The cloud gimbal module industry in China is experiencing rapid growth and technological iteration, with the market size continuously expanding. The industry chain has evolved from traditional mechanical rotation to high precision, miniaturization, and networking, particularly with the integration of cutting-edge technologies like 5G communication and edge computing, significantly enhancing system response speed, stability, and intelligence levels. The market size of the cloud gimbal module industry is expected to reach approximately 1.258 billion yuan in 2024, representing a year-on-year growth of 6.97% [1][7]. Industry Chain - The upstream of the cloud gimbal module industry chain includes raw materials and components such as aluminum alloy, carbon steel, stainless steel, carbon fiber, glass fiber, plastics, resins, sensors, motors, chips, batteries, controllers, and bearings. The midstream involves the production and manufacturing of cloud gimbal modules, while the downstream applications are primarily in smart home, drones, and security monitoring sectors [4]. Market Size - The cloud gimbal module industry is in a golden period of high-speed growth and technological iteration, with a continuous expansion of market size. The integration of advanced technologies has greatly improved system performance. The market size is projected to be around 1.258 billion yuan in 2024, with a year-on-year increase of 6.97% [7][8]. Key Companies' Performance - The market concentration in the cloud gimbal module industry is increasingly leaning towards technology leaders. Hikvision and Dahua Technology dominate the security monitoring sector, with Hikvision achieving a revenue of 65.758 billion yuan in the first three quarters of 2025, a year-on-year increase of 1.18%, and a net profit of 9.319 billion yuan, up 14.94% [8]. Dahua Technology reported a revenue of 22.913 billion yuan, a growth of 2.06%, and a net profit of 3.535 billion yuan, increasing by 38.92% [11]. Industry Development Trends 1. AI Empowerment: The core value of cloud gimbal modules is shifting from providing mechanical stability to becoming intelligent perception terminals integrated with artificial intelligence. This includes upgrades in software algorithms and the integration of multiple hardware functions for comprehensive environmental perception [12]. 2. Deepening Application Scenarios: Market demand is transitioning from generic products to precise vertical solutions, driven by the rise of professional content creation and complex industrial applications. This shift emphasizes the need for integrated solutions that combine hardware, algorithms, and industry applications [12]. 3. Collaborative Innovation: The future of the industry will focus on "industry collaboration" and "ecosystem building," moving away from isolated efforts. Organizations like the "Unmanned Systems Intelligent Vision Alliance" are emerging to integrate various components of the industry, enhancing competitive advantages for companies that can establish deep cooperative relationships [13].

每经AI快讯，大华股份1月5日晚间发布公告称，为进一步完善公司法人治理结构，同时结合公司发展 情况，傅利泉先生申请辞去兼任的总裁职务。傅利泉先生辞去总裁职务后，仍担任公司董事长、董事会 战略委员会召集人、薪酬与考核委员会委员、提名委员会委员。经董事长傅利泉先生提名、公司董事会 提名委员会任职资格审查通过，公司董事会同意聘任赵宇宁先生为公司总裁，其不再担任公司执行总裁 职务，全面负责公司日常经营管理事务。 （记者 王晓波） 每经头条（nbdtoutiao）——秒光！1499元飞天茅台上线即空，i茅台App冲上苹果购物榜第一，10万用 户已下单！经销商同价做回馈，1000箱很快卖完 ...

证券代码：002236 证券简称：大华股份 公告编号：2026-001 浙江大华技术股份有限公司 关于回购公司股份的进展公告 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。 浙江大华技术股份有限公司（以下简称"公司"）于 2025 年 4 月 8 日、202 5 年 4 月 21 日召开第八届董事会第十二次会议、2024 年度股东大会，审议通过 了《关于回购公司股份方案的议案》，同意公司使用自有资金以集中竞价交易的 方式回购公司部分股份，用于依法注销减少注册资本，回购资金总额不低于人民 币 3 亿元（含）且不超过人民币 5 亿元（含），回购价格不超过人民币 27.72 元 /股（含），因公司实施 2024 年度及 2025 年前三季度权益分派，回购股份的价 格调整为不超过 27.08 元/股（含）。回购股份实施期限为自股东大会审议通过本 次回购方案之日起 12 个月内。具体内容详见公司于 2025 年 4 月 9 日在巨潮资讯 网（http://www.cninfo.com.cn）披露的《关于回购公司股份方案的公告》。 根据《上市公司股份回购规则》《深圳证券交 ...

大华股份公告称，2025年4月，公司股东大会审议通过回购方案，资金总额不低于3亿元且不超过5亿 元，回购价不超27.08元/股，期限12个月。截至2025年12月31日，公司耗资28,912.07万元、以集中竞价 方式回购股份1636.13万股，占总股本0.50%，最高、最低成交价分别为19.81元/股、15.16元/股。本次回 购资金源于自有资金，实施情况与方案无差异。 ...

证券代码：002236 证券简称：大华股份 公告编号：2026-003 浙江大华技术股份有限公司 关于公司总裁变更的公告 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、公司总裁辞职的情况 浙江大华技术股份有限公司（以下简称"公司"）董事会于近日收到公司董 事长兼总裁傅利泉先生辞去公司总裁职务的申请。为进一步完善公司法人治理结 构，同时结合公司发展情况，傅利泉先生申请辞去兼任的总裁职务，其申请自送 达董事会之日起生效。 傅利泉先生辞去总裁职务后，仍担任公司董事长、董事会战略委员会召集人、 薪酬与考核委员会委员、提名委员会委员。傅利泉先生总裁职务的原定任期至第 八届董事会届满时止，其辞职不会对公司日常经营产生不利影响。未来，傅利泉 先生将集中精力统筹公司长期战略规划与发展方向，实现公司持续高质量发展。 截至本公告披露之日，傅利泉先生持有公司股份 1,023,868,980 股，为公司 控股股东、实际控制人。傅利泉先生离职后继续担任董事长等职务，并将继续按 照《深圳证券交易所股票上市规则》《上市公司股东减持股份管理暂行办法》《深 圳证券交易所上市公司自律监管指 ...

证券代码：002236 证券简称：大华股份 公告编号：2026-002 特此公告。 浙江大华技术股份有限公司董事会 2026 年 1 月 6 日 浙江大华技术股份有限公司（以下简称"公司"）第八届董事会第二十次会 议通知于 2025 年 12 月 29 日发出，并于 2026 年 1 月 5 日以现场结合通讯表决的 方式在公司会议室召开。本次会议由公司董事长傅利泉先生主持，会议应出席董 事 9 名，实际出席董事 9 名。公司部分高级管理人员列席了此次会议。本次会议 的召开、召集与表决程序均符合《公司法》等相关法律法规和《公司章程》的规 定。本次会议审议并通过如下决议： 一、会议以 9 票同意，0 票反对，0 票弃权，审议通过《关于聘任公司总裁 的议案》 经董事长傅利泉先生提名、公司董事会提名委员会任职资格审查通过，公司 董事会同意聘任赵宇宁先生为公司总裁，其不再担任公司执行总裁职务，全面负 责公司日常经营管理事务，任期自本次董事会审议通过之日起至第八届董事会届 满之日止。具体详见同日在信息披露网站巨潮资讯网（http://www.cninfo.com.cn） 刊登的公告。 浙江大华技术股份有限公司 第八届董事 ...

Core Viewpoint - The A-share market opened positively on January 5, with the Shanghai Composite Index rising over 1% and surpassing 4000 points, driven by a rebound in the hard technology sector, particularly the robotics sector [1] Group 1: Market Performance - The Robot ETF Fund (159213) increased by 1.63%, recovering from the previous day's decline, with a trading volume exceeding 35 million yuan [1] - Continuous capital inflow into the robotics sector, with the Robot ETF Fund attracting over 24 million yuan during the trading session and accumulating over 120 million yuan in five consecutive days [1] Group 2: Component Stocks Performance - Most component stocks of the Robot ETF Fund saw significant gains, with iFlytek rising over 6%, Huichuan Technology over 4%, and Dazhong Laser over 3% [3] - The top ten component stocks of the Robot ETF Fund include: - iFlytek (6.76% increase, 9.95% estimated weight) - Huichuan Technology (4.10% increase, 9.94% estimated weight) - Dazhong Laser (3.74% increase, 4.08% estimated weight) [3] Group 3: Industry Developments - Yushun Technology released a training video of its humanoid robot H2, showcasing advanced movements, and clarified that recent reports regarding its IPO status were misleading [4] - The humanoid robot industry is approaching mass production, with significant changes expected in 2026, including the release of Tesla's V3 robot and the establishment of domestic standards for humanoid robots [5] - The industry is experiencing a convergence of application, computing power, and capital, with expectations for a significant leap in humanoid robotics by 2026 [6]

Core Viewpoint - The Zhejiang Provincial Department of Science and Technology has announced the project list for the 2026 "Pioneer Leading Goose + X" technology plan, which includes a total of 441 projects, comprising 69 "Pioneer" projects, 309 "Leading Goose" projects, and 63 technology cooperation projects [1][2]. Group 1: Project Overview - The 2026 "Pioneer Leading Goose + X" technology plan includes 441 projects in total [1][2]. - The projects are categorized into three types: "Pioneer" projects, "Leading Goose" projects, and technology cooperation projects [1][2]. Group 2: Project Details - The "Pioneer" projects include advanced technologies such as high-consistency diamond NV sensor mass production technology and quantum sensor preparation research [5][6]. - The "Leading Goose" projects focus on environmental technology, including key technologies for the treatment of new pollutants in various industries [8][9]. Group 3: Implementation Guidelines - Project units are required to submit project task books through the Zhejiang Provincial Science and Technology Management Platform by specified deadlines, with penalties for late submissions [3][4]. - The management of funds must adhere to specific regulations to ensure proper allocation and usage [4].

Core Insights - The image capture card industry in China is experiencing growth driven by the demand for industrial automation and digital transformation, with market size expected to reach approximately 6.07 billion yuan in 2024 and 7 billion yuan in 2025 [1][11] - The industry is characterized by a clear supply chain, with upstream components primarily consisting of core chips, midstream manufacturers focusing on customized solutions, and downstream applications heavily centered on industrial automation [1][7] Industry Overview - Image capture cards, also known as video capture cards, serve as essential hardware connecting computers to external image sources, converting signals for digital processing [2][3] - The core functions include real-time transmission, caching, and preprocessing of image signals [2][4] Industry Chain Analysis - The upstream of the industry relies on core components and software, with high-end chips being imported but domestic FPGA/ASIC chips rapidly replacing them [7][9] - Midstream manufacturers are breaking into the mid-tier market with customized solutions and gradually penetrating high-end sectors [7] - Downstream applications are diverse, with industrial automation accounting for over 45% of demand, and new applications like autonomous driving and telemedicine emerging as growth areas [7][9] Market Size and Growth - The FPGA market in China is projected to grow significantly, reaching approximately 27.9 billion yuan in 2024 and expected to exceed 30 billion yuan in 2025, supporting the performance and cost optimization of image capture cards [9] - The industrial automation market is anticipated to surpass 322.5 billion yuan by 2025, driving demand for high-bandwidth, low-latency capture cards [9][10] Competitive Landscape - The industry features a layered competitive structure, with international leaders dominating high-performance markets while domestic companies leverage cost-effectiveness and localized services to establish advantages in mainstream sectors [11][12] - Domestic firms are focusing on addressing practical challenges in industrial settings, developing low-latency transmission and multi-channel synchronization capabilities [12] Development Trends - The industry is expected to evolve towards three main directions: technological integration of high-speed interfaces and AI, standardization and modular design for better compatibility, and expansion into cross-domain applications such as healthcare and intelligent transportation [12][15] - Standardization efforts will aim to unify interface protocols and software, reducing integration costs and development cycles [12][14] - The application scope will extend beyond traditional industrial automation to include high-precision medical imaging, real-time monitoring in security, and defect detection in high-end manufacturing [15]