公司于 2025 年 4 月 11 日首次通过回购专用证券账户以集中竞价交易方式实施 本次回购股份。截至 2025 年 12 月 31 日，公司通过回购专用证券账户使用自有资金 和自筹资金以集中竞价交易方式累计回购股份 34,497,046 股，占公司总股本的比例 为 0.97%，最高成交价为 34.09 元/股，最低成交价为 20.35 元/股，支付金额为 950,080,648.62 元（不含交易费用）。 二、其他说明 证券代码：002241 证券简称：歌尔股份 公告编号：2026-001 歌尔股份有限公司 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"）于 2025 年 4 月 10 日召开第六届董事会 第二十四次会议，审议通过了《关于回购公司股份方案的议案》，同意公司以自有资 金和自筹资金通过集中竞价交易的方式回购部分公司发行的人民币普通股（A 股） 用于员工持股计划或股权激励计划。本次回购的资金总额不低于人民币 5 亿元（含） 且不超过人民币 10 亿元（含），回购价格不超过人民币 38 ...

格隆汇1月4日丨歌尔股份(002241.SZ)公布，公司于2025年4月11日首次通过回购专用证券账户以集中竞 价交易方式实施本次回购股份。截至2025年12月31日，公司通过回购专用证券账户使用自有资金和自筹 资金以集中竞价交易方式累计回购股份34,497,046股，占公司总股本的比例为0.97%，最高成交价为 34.09元/股，最低成交价为20.35元/股，支付金额为950,080,648.62元（不含交易费用）。 ...

Core Insights - The MEMS micro-nano manufacturing components industry is experiencing rapid growth due to increased penetration in consumer electronics, automotive electronics, industrial automation, and healthcare sectors, with the global market expected to reach 7.3 billion yuan by 2025 and 7.7 billion yuan by 2026 [1][5][10] Industry Definition and Classification - MEMS (Micro-Electro-Mechanical Systems) combines electronic and mechanical technologies to create devices at micro or nano scales, enabling smart and integrated systems [2][3] - Key components include sensors, acoustic modules, optical modules, pressure sensors, and inertial sensors, characterized by miniaturization, integration, and mass production [3][4] Current Industry Status - The MEMS micro-nano manufacturing components market is expanding, driven by technological advancements and increasing demand for miniaturized and intelligent devices [4][5] - The largest segment within this market is sensors, followed by acoustic modules, with significant growth projected in various subcategories [5] Industry Chain - The upstream of the MEMS industry includes high-grade metals, silicon-based materials, polymers, and precision equipment, with high technical barriers and reliance on imports for some high-end materials [6] - The midstream focuses on the production of MEMS components, characterized by high technology barriers and added value [6] - The downstream applications span aerospace, automotive, biomedical, and consumer electronics sectors [6] Competitive Landscape - The MEMS micro-nano manufacturing components market in China is primarily dominated by foreign companies, with domestic firms accelerating their efforts to replace imports and enhance core technologies [7] - Key players include AAC Technologies, Huazhong University of Science and Technology, Goertek, and others, with ongoing advancements in various segments [7][8] Development Trends - The MEMS industry is evolving towards micro-nano precision manufacturing of integrated functional components, emphasizing miniaturization, integration, and mass production [9][10] - Future growth is anticipated as technological advancements lower production costs and expand applications across various sectors, including IoT, consumer electronics, and automotive industries [10]

人民财讯12月31日电，企查查APP显示，近日，上海歌尔智研科技有限公司成立，注册资本5000万元， 经营范围包含：软件开发；通用零部件制造；人工智能应用软件开发；人工智能行业应用系统集成服务 等。企查查股权穿透显示，该公司由歌尔股份（002241）全资持股。 ...

Core Viewpoint - As of December 30, a total of 120 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Notable Financing Inflows - The stock with the longest consecutive net inflow is Yan'ao Co., which has seen net buying for 13 consecutive trading days [1] - Other stocks with significant consecutive net inflows include GoerTek, Sanrenxing, Lianyun Technology, Lakala, Pioneer Jinke, Jiachi Technology, Tianma Technology, and Shanghai Yizhong [1]

Group 1: Company Overview - Hengtong Optics, established in September 2011, specializes in the R&D, manufacturing, and sales of passive optical devices in the optical communication field, recognized as a national high-tech enterprise [1] - New Guangyi, founded in 2004, focuses on the R&D, production, and sales of high-performance specialty functional materials, including anti-overflow special films and strong resistance special films, and has become the market leader in these products in China [3] Group 2: Financial Performance - Hengtong Optics has experienced rapid growth, with a compound annual growth rate (CAGR) of 61.34% in total assets and 66.33% in operating revenue from 2022 to 2024 [2] - New Guangyi's main business revenue for the years 2022 to mid-2025 is projected to be 455 million, 516 million, 657 million, and 313 million yuan, with revenue growth rates of 13.37% and 27.32% for 2023 and 2024 respectively [3][4] - Net profit for New Guangyi during the same period is expected to be 81.51 million, 83.28 million, 115.70 million, and 59.21 million yuan, with growth rates of 2.17% and 38.93% for 2023 and 2024 respectively [3][4] Group 3: Product and Market Position - Hengtong Optics has established long-term stable partnerships with major clients such as AT&T, Verizon, Google, Amazon, and Tencent, indicating a strong market presence [2] - New Guangyi's revenue is primarily derived from anti-overflow special films, strong resistance special films, and new energy materials, which together account for over 80% of its income as of the first half of 2025 [4] Group 4: Challenges and Risks - Hengtong Optics has acknowledged potential internal control and management risks due to rapid expansion, which could impact operational efficiency and profitability [2] - New Guangyi faces a risk of declining gross margins due to fluctuations in raw material prices, with a significant drop in gross margin from 38.74% in 2020 to 31.76% in 2022 [4]

Group 1: Company Overview - 蘅东光, established in September 2011, specializes in the R&D, manufacturing, and sales of passive optical devices in the optical communication field [1] - 新广益, founded in 2004, focuses on the R&D, production, and sales of high-performance specialty functional materials, including anti-overflow special films and strong resistance special films [6][7] Group 2: Financial Performance - 蘅东光's IPO price is set at 31.59 CNY per share, with a market capitalization of 4.5 billion CNY [2] - 新广益's IPO price is 21.93 CNY per share, with a market capitalization of 3.22 billion CNY [7] - 蘅东光's revenue and net profit are projected to grow significantly, with a compound annual growth rate (CAGR) of 66.33% for revenue and 61.34% for total assets from 2022 to 2024 [6] - 新广益's main business revenue for 2022 to mid-2025 is projected to be 4.55 billion CNY, 5.16 billion CNY, 6.57 billion CNY, and 3.13 billion CNY, with net profits of 815.13 million CNY, 832.83 million CNY, 1.16 billion CNY, and 592.06 million CNY respectively [9] Group 3: Market Position and Competitive Landscape - 蘅东光 has undertaken significant research projects, including 400G ultra-high-density passive multi-core optical connection components and systems [1] - 新广益 has broken the technological monopoly of foreign companies in the production of anti-overflow special films and strong resistance special films, becoming the market leader in China for these products [7][8] Group 4: Investment and Development Plans - 蘅东光 plans to invest 2.10 billion CNY in the expansion of its Guilin manufacturing base, 1.00 billion CNY in the expansion of its Vietnam production base, and 1.14 billion CNY in the construction of its optical R&D center [2] - 新广益 intends to allocate 6.38 billion CNY entirely to functional material projects [7] Group 5: Client Relationships and Product Applications - 蘅东光's products are primarily exported, with major clients including AFL, Coherent, Jabil, and others, serving large global brands like AT&T, Verizon, Google, and Amazon [5] - 新广益's main clients include well-known companies such as Pengding Holdings, Weixin Electronics, and GoerTek, with a focus on expanding its customer base [8]

Group 1: Company Overview - 蘅东光, established in September 2011, specializes in the R&D, manufacturing, and sales of passive optical devices in the optical communication field, recognized as a national high-tech enterprise [1][3] - 新广益, founded in 2004, focuses on the R&D, production, and sales of high-performance specialty functional materials, including anti-overflow special films and strong resistance special films, and has become the market leader in these products in China [4][8] Group 2: Financial Performance - 蘅东光's market capitalization is 31.59 billion yuan, with a projected revenue growth rate of 66.33% and a compound annual growth rate (CAGR) of 61.34% for total assets from 2022 to 2024 [2][4] - 新广益's main business revenue for 2022 to mid-2025 is projected to be 4.55 billion yuan, 5.16 billion yuan, 6.57 billion yuan, and 3.13 billion yuan, with revenue growth rates of 13.37% and 27.32% for 2023 and 2024 respectively [9] Group 3: Investment and Expansion Plans - 蘅东光 plans to invest 2.10 billion yuan in the expansion of its Guilin manufacturing base, 1.00 billion yuan in the expansion of its Vietnam production base, and 1.14 billion yuan in the construction of its optical R&D center [2] - 新广益 intends to allocate 6.38 billion yuan towards functional materials projects, aiming to break the technological monopoly of foreign companies in its product categories [8] Group 4: Client Relationships and Market Position - 蘅东光 has established long-term stable partnerships with major clients such as AT&T, Verizon, Google, Amazon, and Tencent, with its products being widely used by leading global brands [3] - 新广益's main clients include well-known companies like Pengding Holdings, Weixin Electronics, and GoerTek, and it aims to expand its customer base as production capacity increases [8] Group 5: Risks and Challenges - 蘅东光 faces internal control and management risks due to rapid expansion, with a significant increase in asset scale and operating income [4] - 新广益 has experienced a decline in gross margin from 38.74% in 2020 to 31.76% in 2022, primarily due to fluctuations in raw material prices, which could impact profitability [10]

天眼查显示，近日，上海歌尔智研科技有限公司成立，法定代表人为高晓光，注册资本5000万人民币， 由歌尔股份有限公司全资持股。 来源：市场资讯 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；软件开发；通用零部件 制造；其他电子器件制造；货物进出口；技术进出口。（除依法须经批准的项目外，凭营业执照依法自 主开展经营活动）自主展示（特色）项目：人工智能应用软件开发；人工智能行业应用系统集成服务； 专业设计服务；工业设计服务；信息技术咨询服务；智能机器人的研发；电子产品销售；软件销售；计 算机软硬件及辅助设备批发。 企业名称上海歌尔智研科技有限公司法定代表人高晓光注册资本5000万人民币国标行业制造业>计算 机、通信和其他电子设备制造业>电子器件制造地址上海市浦东新区环桥路207号2幢1层101室企业类型 有限责任公司(非自然人投资或控股的法人独资)营业期限2025-12-30至无固定期限登记机关浦东新区市 场监管局 序号股东名称持股比例1歌尔股份有限公司100% ...

Group 1 - The consumer electronics sector increased by 0.35% on December 30, with Yidong Electronics leading the gains [1] - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1] - Notable gainers in the consumer electronics sector included Yidong Electronics, which rose by 11.17% to a closing price of 79.50, and Shuo Beid, which increased by 10.71% to 27.29 [1] Group 2 - The consumer electronics sector experienced a net inflow of 1.459 billion yuan from institutional investors, while retail investors saw a net outflow of 272 million yuan [2] - The trading volume for Yidong Electronics was 341,900 shares, contributing to a transaction value of 2.642 billion yuan [1] - The top three stocks by transaction value included Shuo Beid at 3.574 billion yuan, Changying Precision at 7.940 billion yuan, and Yidong Electronics at 2.642 billion yuan [1]