每经记者|闫峰峰 每经编辑|吴永久 伴随股价自高点回落超35%，歌尔股份加码了回购金额，公司回购金额从5亿~10亿元提升至10亿~15亿 元。《每日经济新闻》记者发现，公司昨日收盘价已跌破公司的回购均价27.32元，公司的控股股东曾 在20元附近大规模增持。而在公布新回购方案次日，公司公布的回购进度显示，其回购金额已达11.08 亿元，这说明其在2月2日回购了1.58亿元。 2026年2月1日晚间，歌尔股份发布公告，将股份回购资金总额从原计划的5亿~10亿元提升至10亿~15亿 元，回购下限金额增幅达100%。此次调整仅涉及回购规模，不涉及回购价格上限、回购期限、回购用 途等条款。 截至2026年1月31日，歌尔股份已累计回购股份3449.7万股，占总股本的0.97%，支付总额约9.5亿元， 已接近原方案上限和新方案的下限，回购均价约为27.5元/股。公司表示，此次上调回购资金金额是基 于对公司未来发展的信心以及对公司价值的认可，根据公司实际情况以及未来员工激励的需要。 歌尔股份上述回购计划于2025年4月10日发布，实施期限为自2025年4月10日起不超过12个月，回购股份 计划用于公司员工持股计划或股权激 ...

Group 1 - The core viewpoint of the article highlights that GoerTek has increased its share buyback amount from 500 million to 1.5 billion yuan due to a more than 35% decline in stock price from its peak [2] - The company's closing price has fallen below the average buyback price of 27.32 yuan, and the controlling shareholder previously made significant purchases around the 20 yuan mark [2] - GoerTek's main business includes precision components, smart acoustic systems, and smart hardware, with products used in smartphones, tablets, smart wireless earphones, VR, MR, AR, AI smart glasses, wearables, smart home devices, and automotive electronics [2] Group 2 - For the first three quarters of 2025, GoerTek reported revenue of 68.107 billion yuan, a year-on-year decrease of 2.21%, while net profit attributable to shareholders increased by 10.33% to 2.587 billion yuan [2] - As of February 2, GoerTek's stock price was 26.06 yuan per share, with a TTM price-to-earnings ratio of 31.78 [2]

Group 1 - The core viewpoint of the article highlights that GoerTek (歌尔股份) has increased its share repurchase plan, raising the total repurchase amount from a minimum of 5 billion yuan to a minimum of 10 billion yuan, reflecting the company's confidence in its future business prospects and commitment to shareholder returns [1][2] - GoerTek's net profit attributable to shareholders for the first three quarters of 2025 reached 2.587 billion yuan, representing a year-on-year increase of 10.33%, demonstrating resilience in a slowing consumer electronics market [1][3] - The company has strategically positioned itself in the AI hardware sector, completing significant investments in Micro-LED technology and acquiring key optical firms, thereby establishing a comprehensive AI hardware optical supply chain [1][4][5] Group 2 - GoerTek's revenue has shown steady growth, increasing from 23.75 billion yuan in 2018 to 104.9 billion yuan in 2022, with a recovery in net profit to 2.665 billion yuan in 2024 after a temporary decline [3][4] - The company has maintained a robust financial position, with total assets reaching 94.82 billion yuan, a 14.65% increase compared to the previous year [3] - GoerTek's strategic acquisitions in the AI hardware space are expected to enhance its competitive edge, particularly in the fields of virtual/augmented reality and smart glasses [4][5]

Focus Events - Spot gold and silver prices ended a three-day decline, with London gold rising by 2.24% to $4,763.63 per ounce and London silver increasing by 4.17% to $82.43 per ounce [1] - Chip导科技 released its 2025 annual report, reporting revenue of 394 million yuan, a year-on-year increase of 11.52%, and a net profit attributable to shareholders of 106 million yuan, a year-on-year decrease of 4.91% [1] Industry Dynamics - Multiple institutions remain optimistic about the future of gold, with Guotai Junan predicting that gold prices could reach $6,000 per ounce in 2026 due to ongoing monetary system restructuring and central bank purchases [10] - Morgan Stanley raised its gold price forecast for the end of 2026 from $5,400 to $6,300 per ounce, citing sustained demand from central banks and investors [11] - Yuguang Jin铅 mentioned that fluctuations in silver prices have a complex impact on its profit margins due to the dynamic nature of raw material pricing [18] Policy and Regulation - The State Taxation Administration announced adjustments to VAT tax declaration matters, optimizing the reporting scope for general taxpayers and small-scale taxpayers [8] - The Ministry of Industry and Information Technology issued a mandatory national standard for automotive door handle safety, effective January 1, 2027, to enhance vehicle safety [12] Corporate Actions - Shanghai has initiated a project to acquire second-hand housing for affordable rental housing, focusing on matching housing types with talent needs [15] - Beiyinmei announced that its controlling shareholder's pre-restructuring plan was approved by the creditors' meeting, which may lead to changes in shareholder equity and control [21] - Midea Group reported a total expenditure of 1.998 billion yuan for repurchasing 0.35% of its shares [25]

Group 1 - Chinese government emphasizes the implementation of policies to promote high-quality development and new growth points [2][39] - Local governments are urged to enhance service awareness and improve administrative efficiency to address business concerns [2][39] - The "14th Five-Year Plan" should focus on practical and systematic planning, avoiding overly ambitious projects [2][39] Group 2 - Recent incidents of Chinese enterprise personnel being detained in the US have raised concerns about the impact on business exchanges [3][40] - The Chinese government has expressed strong opposition to the US's actions and called for the cessation of such practices [3][40] Group 3 - The South Korean stock market experienced a significant drop, triggering temporary trading halts [5][42] - The KOSPI index fell by 5.26%, closing at 4949.67 points, after previously reaching a historic high [6][42][7] - The Indonesian stock market also faced turbulence, with the Jakarta Composite Index dropping by 4.88% [8][43] Group 4 - The domestic futures market saw a rare plunge, with 13 commodity futures hitting the limit down due to panic selling [9][44] - The decline was attributed to a combination of factors, including excessive leverage and market structure vulnerabilities [9][44] Group 5 - The National Investment Silver LOF fund announced a significant adjustment in its valuation method for silver futures contracts [10][45] - This adjustment aims to better reflect international market price fluctuations [10][45] Group 6 - The gaming industry reported record revenue per user, with several A-share companies expecting positive performance [17][52] - The humanoid robot industry is accelerating, with institutions actively researching companies with promising earnings [17][52] Group 7 - Shanghai Yizhong reported a net profit increase of 819.42% for 2025, driven by the inclusion of its core product in the national medical insurance directory [19][53] - The company plans to continue investing in R&D for innovative drugs [19][53] Group 8 - XGIMI Technology and Espressif Systems announced share buyback plans, with total amounts not less than 50 million yuan [20][54] - ST Kaiyuan may face delisting risk due to negative net assets projected for 2025 [21][55]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002241 证券简称：歌尔股份 公告编号：2026-009 歌尔股份有限公司 关于回购公司股份比例达到1%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"）分别于2025年4月10日、2026年1月30日召开第六届董事会第二十 四次会议和第七届董事会第四次会议，审议通过了《关于回购公司股份方案的议案》和《关于调整回购 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，回购的资金总额不低于人民币10亿元（含）且不 超过人民币15亿元（含），回购价格不超过人民币38.97元/股（含），具体回购股份的数量及占公司总 股本的比例以实际情况为准。本次回购股份的实施期限为自2025年4月10日起不超过12个月。具体内容 详见信息披露媒体巨潮资讯网http://www.cninfo.com.cn、《证券时报》《中国证券报》《上海证券报》 《证券日报》披露的相关公告。 根据《上市公 ...

郭晨凯 制图 ◎记者 张问之 2026年以来，上市公司的回购热潮仍在持续。1月以来，多家A股公司"真金白银"实施回购。其中：步 长制药、兴发集团等在1月披露回购计划后便火速实施；华盛锂电、荣昌生物、依依股份等则因近期公 司股票价格持续超出回购价格上限，为保障回购方案顺利实施而大幅上调回购价格。 梳理可见："基于对公司未来发展前景的信心和对公司内在价值的基本判断"成为多家公司实施回购的重 要缘由；公司回购的股份，多计划用于员工持股计划或股权激励。 以家电龙头美的集团为例，公司最新公告显示，截至1月31日，公司已斥资19.98亿元回购A股股份 2694.37万股。回溯至2025年12月底，公司累计回购股份数量为2056.46万股，支付总金额约为15.10亿 元。这意味着，2026年1月，美的集团回购金额约为4.88亿元。 果链龙头歌尔股份2月2日晚披露，其回购股份比例达到1%。公告显示，截至2月2日，歌尔股份累计回 购股份4054.81万股，斥资约11.08亿元。而截至2025年12月底，其回购股份数量为3449.70万股，支付金 额约9.50亿元。 步长制药、珀莱雅、兴发集团等回购动作则颇为迅速。2月2日晚，步 ...

Core Viewpoint - Shanghai Yizhong reported a significant increase in net profit for 2025, driven by the inclusion of its core product in the national medical insurance directory and increased R&D investments [2]. Group 1: Company Performance - Shanghai Yizhong's total revenue for 2025 reached approximately 317.08 million yuan, a year-on-year increase of 82.72%, with net profit soaring by 819.42% to about 64.13 million yuan [2]. - Chipway Technology achieved a revenue of 394 million yuan in 2025, reflecting an 11.52% increase, while net profit decreased by 4.91% to 10.6 million yuan [5]. Group 2: Share Buybacks - XGIMI Technology plans to repurchase shares with a total fund of no less than 50 million yuan and no more than 100 million yuan, at a price not exceeding 159.51 yuan per share [3]. - Lexin Technology also intends to repurchase shares with a similar financial commitment, with a maximum price of 170.29 yuan per share [3]. Group 3: Risk Warnings - ST Kaiyuan anticipates a potential delisting risk warning due to expected negative net assets for 2025 [4]. Group 4: Important Investments - Aorui Technology's subsidiary plans to invest approximately 145 million yuan in computing power equipment [7]. - ZTE Corporation intends to invest 117 million yuan in a fund focused on new generation information technology and advanced manufacturing [10]. - Dawn Holdings is set to acquire a plastic and engineering plastic compound business in Vietnam for approximately 15.74 million USD [11]. Group 5: New Projects and Developments - Guangdong Electric Power A announced the successful commissioning of its Maoming Bohua Power Plant, with a total investment of 7.48 billion yuan and an expected annual power generation of 8.6 billion kWh [12]. - Ugreen Technology has submitted an application for H-share listing on the Hong Kong Stock Exchange [12].

Macro Dynamics - The Central Committee of the Communist Party of China and the State Council approved the "Modern Capital Metropolitan Area Spatial Coordination Plan (2023-2035)", aiming to cultivate an innovation triangle in the Beijing-Tianjin-Hebei region, enhancing collaboration and resource flow [2] Housing Market - Shanghai has initiated a program to purchase second-hand housing for affordable rental housing, targeting new citizens, young people, and graduates to meet their rental needs [3] - The first batch of housing to be acquired will focus on matching housing types, layout, and transportation convenience to support talent in the city [3] Energy Sector - The China Electricity Council reported that by 2025, the country will add 550 million kilowatts of new power generation capacity, with wind and solar power accounting for 440 million kilowatts, representing 80.2% of the total [4] Financial Institutions - Citigroup warned that gold valuations have reached extreme levels, with global gold expenditure as a percentage of GDP hitting 0.7%, the highest in 55 years, indicating potential risks for gold prices [7] - Deutsche Bank remains bullish on gold, maintaining a target price of $6,000 per ounce despite recent price drops, citing ongoing positive factors for gold investment [8] Market Data - On February 2, A-shares experienced a significant decline, with all three major indices dropping over 2%, and more than 4,600 stocks falling, including 123 hitting the daily limit down [12] - The Hong Kong Hang Seng Index fell by 2.23%, with the technology index down 3.36%, and significant declines in precious metals and semiconductor stocks [13] Company Dynamics - Midea Group announced a share buyback of 26.94 million shares, representing 0.35% of its total share capital, at a total cost of 1.998 billion yuan [17] - Chip-on-Board Technology reported a revenue of 394 million yuan for 2025, a year-on-year increase of 11.52%, but a net profit decrease of 4.91% [18] - GoerTek has repurchased 40.54 million shares, amounting to 1.14% of its total shares, for a total expenditure of 1.108 billion yuan [19] - Microsoft saw a market value drop of $381 billion following disappointing earnings and forecasts, indicating a shift in investor sentiment towards tech stocks [20] - Amazon is expected to report strong fourth-quarter earnings, with analysts predicting over 28% upside potential in the next 12 months [21]

以下文章来源于e公司 ，作者证券时报 赵黎昀 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 2月2日晚间，多家上市公司披露回购进展。 美的集团（000333）曾公告，拟以集中竞价交易方式回购公司部分已发行的A股股份，用于实施股权激励计划及/或员工持股计划，回购价格为不超 过100元/股，回购金额为不超过30亿元且不低于15亿元，实施期限为自董事会审议通过回购股份方案之日起12个月内。 2月2日晚间，该公司披露的回购进展显示，截至2026年1月31日，公司通过回购专用证券账户，以集中竞价交易方式累计回购公司A股股份数量为 2694.37万股，占公司目前总股本的0.3545%，最高成交价为80.44元/股，最低成交价为69.5元/股，支付的总金额为19.98亿元（不含交易费用），本 次回购符合相关法律法规的要求，符合公司既定的回购方案。 同样，顺丰控股（002352）曾公告了2025年第1期A股回购股份方案，此后公司于2 ...