证券代码：002241 证券简称：歌尔股份 公告编号：2025-061 歌尔股份有限公司 关于筹划股权收购事项的提示性公告 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。 特别提示： 1、歌尔股份有限公司（以下简称"公司"）本次拟收购股权事项，目前尚处于 筹划阶段，交易事项和交易方案仍需进一步论证和沟通协商，尚存在不确定性。 2、根据《上市公司重大资产重组管理办法》《深圳证券交易所股票上市规则》 《深圳证券交易所上市公司自律监管指引第1号——主板上市公司规范运作》的相 关规定，本次交易不构成关联交易，预计也不构成重大资产重组。 3、公司本次拟收购股权事项能否最终完成存在不确定性，公司将按照《深圳证 券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第1号——主板上 市公司规范运作》等法律法规及《歌尔股份有限公司章程》的规定，根据本次交易 的进展情况及时履行相应决策程序和信息披露义务，敬请广大投资者注意投资风险。 一、本次筹划事项概述 近年来，新兴智能硬件产品在AI人工智能技术的推动下持续发展，产品的材料 性能、美观性和精细化程度不断提升，对精密结构件等 ...

资金流入比率方面，领益智造、东山精密、蓝思科技等流入比率居前，主力资金净流入率分别为 13.59%、13.40%、10.75%。（数据宝） 截至7月17日收盘，同花顺果指数概念上涨3.37%，位居概念板块涨幅第2，板块内，20股上涨，东山精 密涨停，鹏鼎控股、立讯精密、蓝思科技等涨幅居前，分别上涨9.98%、6.34%、4.69%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 4.22 | 房屋检测 | -0.18 | | 同花顺果指数 | 3.37 | 黄金概念 | -0.13 | | 共封装光学(CPO) | 3.34 | 举牌 | -0.12 | | PCB概念 | 3.07 | 水泥概念 | -0.06 | | AI手机 | 3.01 | 固废处理 | -0.03 | | AI PC | 3.01 | 新型城镇化 | -0.03 | | 重组蛋白 | 2.92 | ST板块 | -0.01 | | 海南自贸区 | 2.76 | 猪肉 | 0.00 | | 创新药 | 2.68 | ...

暗盘资金正涌入这些股票，点击速看>>> 同花顺（300033）果指数持续走强，东山精密（002384）涨停封板，歌尔股份（002241）涨超5%，蓝 思科技（300433）、立讯精密（002475）、长盈精密（300115）、水晶光电（002273）跟涨。 ...

行左？转右？还是继续向前？ 十字路口的三重选择，摆在行业公认的"果链三巨头"——蓝思科技、立讯精密和歌尔股份面前。 三家公司，曾因苹果这一共同锚点而在产业链上聚集，如今又殊途同归地在同一时段内展现出业务"去苹果化"的信号。 像是在"果链"这一主路上狂飙的三驾马车，上述三家公司均作为苹果供应链核心企业，依托消费电子增量红利，在曾经的"黄金时代"中高速进行着扩张。 而在当下，在行业需求周期性波动、供应链全球化调整及单一客户依赖风险加剧的背景下，三家企业的战略选择又在同一时期出现分化，像是并行抵达了求 稳或者求变的十字路口后，各有安排。 有分析人士向北京商报记者点明，对于国内的供应链企业来说，不把鸡蛋放到一个篮子里，寻找多个客户，这是必须的。集中在一个企业下面，意味着存在 巨大风险。没有一个企业敢赌苹果不会继续调整。除了生产成本，还有技术迭代和产品更新等多方面因素。调整是必然的，而企业必须随时做好调整的准 备。 在果链这一锚点下，蓝思科技、立讯精密和歌尔股份呈现出三种不同画像：蓝思科技完成港股上市，将精密制造能力向车载领域延伸以拓展增长边界；立讯 精密推进H股上市以强化产业链纵深布局，巩固果链核心地位；歌尔股份通过 ...

Core Viewpoint - The China Securities 5G Communication Theme Index has shown significant growth, reflecting the performance of companies involved in 5G construction and applications [2] Group 1: Index Performance - The China Securities 5G Communication Theme Index increased by 0.15% to 1032.14 points, with a trading volume of 69.059 billion yuan [1] - Over the past month, the index has risen by 12.92%, 34.48% over the last three months, and 6.07% year-to-date [2] Group 2: Index Composition - The index includes companies related to 5G infrastructure, terminal devices, and application scenarios, with a base date of December 31, 2015, set at 1000.0 points [2] - The top ten weighted companies in the index are: Luxshare Precision (9.91%), Newyea (7.73%), Zhongji Xuchuang (7.42%), ZTE Corporation (6.09%), Hon Hai Precision (6.07%), Zhaoyi Innovation (4.56%), Huitian Technology (3.7%), Dongshan Precision (3.42%), GoerTek (3.17%), and AVIC Optoelectronics (2.88%) [2] - The index's holdings are primarily listed on the Shenzhen Stock Exchange (75.16%) and the Shanghai Stock Exchange (24.84%) [2] Group 3: Sector Allocation - The sector allocation of the index holdings includes: Information Technology (54.67%), Communication Services (40.56%), Industry (3.14%), and Consumer Discretionary (1.63%) [2] Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [3] - Public funds tracking the 5G communication index include: Huaxia CSI 5G Communication Theme ETF Link A, Huaxia CSI 5G Communication Theme ETF Link C, Yinhua CSI 5G Communication Theme ETF Link A, Yinhua CSI 5G Communication Theme ETF Link C, Yinhua CSI 5G Communication Theme ETF, and Huaxia CSI 5G Communication Theme ETF [3]

与往届赛事不同，本次总决赛将采用"技术擂台+产业探秘"模式，参赛团队将在比赛展演现场，通过充 分的作品路演以及互动交流，向企业高管、资深研发工程师以及来自国家虚拟现实创新中心的行业专家 组成的评审团，展示技术创新性、突破性以及商业落地潜力，打造沉浸式科技竞技秀场。评审团将从创 新性、技术性、作品成熟度、市场和商业模式、现场表现等多个维度综合打分，评选出一、二、三等奖 以及特等奖。除丰厚的奖金之外，比赛优胜者还可以直通歌尔校招绿色通道，获得优质岗位推荐。赛事 沉淀的优质方案还将纳入歌尔合作伙伴库，未来有机会实现进一步深化与转化。赛事期间，参赛队伍还 将深度参观体验歌尔全球研发总部以及部分标杆智能制造产线，近距离接触体验行业前沿创新技术与一 站式产品解决方案，直观感受产品从概念到量产的全链条转化过程。关注"歌尔股份招聘"公众号，实时 获取第三届"歌尔杯"高校VR/AR挑战赛相关信息，一起期待巅峰之战！ 近日，第三届"歌尔杯"高校VR/AR挑战赛总决赛正式官宣，决赛将于7月16日至18日在歌尔全球研发总 部(青岛)燃情开战。本届赛事自2024年10月启动以来，吸引全球50余所高校近300支团队参赛，覆盖中 国、美国 ...

证券代码：002241 证券简称：歌尔股份 公告编号：2025-060 歌尔股份有限公司 关于"家园 6 号"员工持股计划第二个锁定期届满 的提示性公告 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。 歌尔股份有限公司（以下简称"公司"） "家园 6 号"员工持股计划（以下简 称"本员工持股计划"）首次授予部分第二个锁定期将于 2025 年 7 月 12 日届满， 预留授予部分第二个锁定期于 2025 年 7 月 9 日届满。根据《关于上市公司实施 员工持股计划试点的指导意见》《深圳证券交易所上市公司自律监管指引第 1 号 ——主板上市公司规范运作》及《歌尔股份有限公司"家园 6 号"员工持股计划 （草案）（修订稿）》等相关规定，现将具体情况公告如下： 一、"家园 6 号"员工持股计划概述 （一）审批情况 公司于 2022 年 7 月 8 日召开第五届董事会第三十一次会议，审议通过了《关 于审议 <歌尔股份有限公司 ensp="ensp" 及其摘要="及其摘要" 号="号" 员工持股计划="员工持股计划" 家园="家园" 草案="草案"> 的议案》 《关于审议 ...

Group 1 - The Tonghuashun Fruit Index concept declined by 1.53%, ranking among the top declines in the concept sector, with companies like Dongshan Precision, GoerTek, and Lens Technology experiencing significant drops [1][2] - Among the stocks in the Tonghuashun Fruit Index, three stocks saw price increases, with Pengding Holdings, Industrial Fulian, and Wentai Technology rising by 1.41%, 0.71%, and 0.42% respectively [1][2] - The main funds in the Tonghuashun Fruit Index concept experienced a net outflow of 1.648 billion yuan, with 18 stocks seeing net outflows, and seven stocks having outflows exceeding 100 million yuan [2] Group 2 - The top net outflow stock was GoerTek, with a net outflow of 311 million yuan, followed by Luxshare Precision, Pengding Holdings, and Dongshan Precision with net outflows of 290 million yuan, 175 million yuan, and 153 million yuan respectively [2][3] - The stocks with the highest net inflow included Industrial Fulian and Wentai Technology, with net inflows of 45.32 million yuan and 14.15 million yuan respectively [2][3] - The trading volume and price changes of various stocks were highlighted, with GoerTek down by 4.11% and a turnover rate of 3.62%, while Industrial Fulian increased by 0.71% with a turnover rate of 0.83% [2][3]

Market Overview - The A-share market experienced a decline today, with all three major indices falling, particularly the ChiNext index which dropped over 1% [1] - At the close, the Shanghai Composite Index rose slightly by 0.02% to 3473 points, while the Shenzhen Component Index fell by 0.7% and the ChiNext index decreased by 1.21% [2][3] - The total trading volume for the day was 1.23 trillion yuan, a decrease of 227.4 billion yuan compared to the previous trading day, with over 3200 stocks rising [3] Sector Performance Power Sector - The power sector saw a surge, with multiple stocks hitting the daily limit, including Huayin Power and Shenzhen Nanshan Electric, among others [4] - Notable performers included Disen Co., which rose over 18%, and Nanshan Technology, which increased by over 14% [6][7] - The maximum power load in China reached 1.465 billion kilowatts last Friday, an increase of approximately 200 million kilowatts since the end of June, and nearly 150 million kilowatts higher than the same period last year [6] Cross-Border Payment Sector - The cross-border payment sector also performed well, with stocks like Zhongyi Technology and Huafeng Super Fiber hitting the daily limit [8][9] - The upcoming implementation of the stablecoin regulations in Hong Kong is expected to boost this sector [9] Real Estate Sector - Real estate stocks experienced significant gains, with companies like Yudai Development and Shahe Shares hitting the daily limit [10][11] Biopharmaceutical Sector - The biopharmaceutical sector faced a downturn, with stocks like Kexing Pharmaceutical dropping over 14% [15][16] Apple Concept Stocks - Apple-related stocks continued to decline, with East Mountain Precision and GoerTek both falling over 5% [17] Gaming Sector - The gaming sector also saw declines, with companies like Gigabit and Giant Network dropping over 3% [18] Investment Recommendations - Companies in upstream resource sectors (copper, aluminum, oil) and capital goods (engineering machinery, heavy trucks) are recommended due to rising overseas demand and domestic policy shifts [19] - Consumer sectors such as hospitality, tourism, and branded apparel are also highlighted for potential investment opportunities [19]

Core Insights - Weifang City is advancing its economic and social development by focusing on high-end, intelligent, and green industrialization, aiming to build a strong advanced manufacturing city [1][3] Group 1: Industrial Development - Weifang has established over 10 key industrial chains, with a concentration of 115 leading products ranking in the top three globally, in Asia, and domestically [1] - The city has developed four trillion-level industrial clusters, including power equipment, new-generation information technology, food industry, and high-end chemicals [3] - The number of provincial-level specialized and innovative enterprises has reached 1,459, contributing to a total industrial output value exceeding 1.2 trillion [1][3] Group 2: Enterprise Strength - Weifang has 4,730 industrial enterprises, with 226 achieving a doubling of output value and 17 exceeding 10 billion in revenue [4] - Notable companies include Weichai Group, GoerTek, and Hongrun, with several enterprises recognized among China's top 500 [4] - The city has 25 national-level single champions and 108 specialized "little giant" enterprises, leading the province in these categories [4] Group 3: Innovation and Technology - Weifang has a strong focus on integrating technological and industrial innovation, with 952 provincial-level innovation platforms and a significant increase in patent authorizations [5] - The city has established the only national fuel cell technology innovation center and has achieved a 20.3% reduction in energy consumption per unit of GDP over the past four years [5] - Weifang is recognized as a pilot city for scientific innovation and collaborative reduction of pollution and carbon emissions [5] Group 4: Digital Transformation - The city is promoting the integration of digital and physical industries, with a high coverage rate of digital transformation among industrial enterprises at 93% [5] - Weifang has established a global "lighthouse factory" and multiple national smart manufacturing demonstration factories, leading the province in these initiatives [5] - The number of companies utilizing cloud services has surpassed 20,000, with the city's digital economy recognized among the top 100 nationwide [5] Group 5: Future Outlook - The Weifang Industrial and Information Technology Bureau aims to enhance the core competitiveness of the manufacturing sector by focusing on traditional and emerging industries, as well as digital and physical dual empowerment [6] - The city plans to drive the integration, clustering, and ecological development of key industries to contribute to the construction of a strong advanced manufacturing province [6]