Company Summary - The company, GoerTek, announced an adjustment to its share repurchase plan, increasing the total repurchase fund from a minimum of 500 million yuan to a minimum of 1 billion yuan, while maintaining other terms unchanged [1] - As of January 31, 2026, GoerTek has repurchased 34.497 million shares, accounting for 0.97% of the total share capital, with a total payment of approximately 950 million yuan, nearing the original repurchase fund limit [1] - The increase in repurchase funds reflects the company's confidence in its development prospects and recognition of its intrinsic value, without significantly impacting daily operations, R&D investment, or cash flow [2] Financial Performance - For the first three quarters of 2025, GoerTek achieved total operating revenue of 68.107 billion yuan, a slight decrease of 2.21% year-on-year, while net profit attributable to shareholders increased by 10.33% to 2.587 billion yuan [2] - The gross profit margin improved to 13.19% in the third quarter, indicating a steady enhancement in profitability [2] Industry Context - The consumer electronics industry is transitioning from cyclical recovery to growth resonance, with a focus on destocking and asset optimization in 2024-2025 [3] - Starting in 2026, the emergence of new fields such as AI terminals and spatial computing is expected to lead to structural reshaping of the industry [3] - GoerTek, as a leader in precision manufacturing and smart hardware, is well-positioned to seize opportunities in XR devices and acoustic components, which are anticipated to see increased demand [3]

Group 1: Spring Festival Travel and Tax Policies - The 2026 Spring Festival travel season will begin on February 2 and end on March 13, lasting 40 days, with an expected cross-regional population flow of 9.5 billion people, setting a historical record [1][8] - The State Taxation Administration has announced a new export tax rebate management method to make the export tax rebate application process more convenient and efficient [1][8] - The personal tax threshold for value-added tax has been raised to 1,000 yuan, with specific conditions outlined for certain transactions that will not apply to this threshold [1][8] Group 2: Shipbuilding Industry Performance - In 2025, China's shipbuilding industry maintained its global leadership for 16 consecutive years, with a completed shipbuilding volume of 53.69 million deadweight tons, a year-on-year increase of 11.4%, accounting for 56.1% of the world total [9] - The new orders received amounted to 107.82 million deadweight tons, representing 69.0% of the global total, while the hand-held order volume reached 274.42 million deadweight tons, a year-on-year increase of 31.5%, accounting for 66.8% of the world total [9] Group 3: Telecommunications and Film Industry Updates - China Mobile, China Unicom, and China Telecom announced adjustments to the applicable scope of value-added tax for telecommunications services, with the tax rate changing from 6% to 9% starting January 1, 2026 [9][11] - As of February 1, 2026, the annual box office has exceeded 2 billion yuan, with several domestic films scheduled for release during the Spring Festival [9]

登录新浪财经APP 搜索【信披】查看更多考评等级 1、审议通过《关于调整回购股份方案的议案》 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第9号一一回购股份》等相关 规定，结合市场及公司实际情况，董事会同意对第六届董事会第二十四次会议通过的回购公司股份方案 及回购股份报告书中涉及的股份回购资金总额进行调整，由不低于人民币5亿元（含）且不超过人民币 10亿元（含），提高至不低于人民币10亿元（含）且不超过人民币15亿元（含），其余条款维持不变。 证券代码：002241 证券简称：歌尔股份公告编号：2026-007 歌尔股份有限公司 第七届董事会第四次会议决议公告 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"）第七届董事会第四次会议（以下简称"本次会议"）通知于2026年 1月30日以通讯方式发出，于当日在公司会议室以现场加通讯表决方式召开。公司董事长姜滨先生主持 会议，会议应出席董事9名，实际出席董事9名。本次会议符合有关法律、法规及《歌尔股份有限公司章 程》的规定，会议合法有效。公司董事会秘书徐大朋先生 ...

除上述调整外，回购股份方案的其他内容未发生变化。 特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内 容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的30天内进行。 来源：金综科技 2月1日，歌尔股份(002241.SZ)发布公告，公司将调整回购股份方案，本次调整回购股份方案的具体内 容：股份回购的资金总额由不低于人民币5亿元(含)且不超过人民币10亿元(含)提高至不低于人民币10亿 元(含)且不超过人民币15亿元(含)。 ...

Group 1 - Company Qizhou Dongfeng proposed a share buyback of 50 million to 100 million yuan [3] - Company Goer Group increased the total amount for share buyback to no less than 1 billion yuan and no more than 1.5 billion yuan [3] - Company Chip Origin disclosed a reduction in shareholding [1]

Group 1: Major Announcements - Fenglong Co. and Jiamei Packaging will resume trading on February 2 [21][21] - The three major telecom operators in China, including China Mobile, China Unicom, and China Telecom, announced an adjustment in the applicable scope of value-added tax for telecom services, increasing the tax rate from 6% to 9%, which will impact their revenue and profits [6][7][8] Group 2: Project Wins and Contracts - Chengdi Xiangjiang won a bid for a project worth 1.22 billion yuan, with its subsidiary holding a 52.6% stake in the consortium [2] - Fulongma is expected to win sanitation service projects with a total first-year service fee of 83.54 million yuan, which will positively impact its operating performance in 2026 and beyond [2] Group 3: Corporate Transactions - BGI Genomics plans to acquire assets for 366 million yuan, including 100% equity of two companies, with additional capital increases planned for both [3] - Penghui Energy submitted an application for the issuance and listing of H-shares on the Hong Kong Stock Exchange [4] Group 4: Financial Performance - North Benz Blue Valley reported a January production of 11,169 new energy vehicles, a year-on-year increase of 20.84% [14] - Sailyus achieved January sales of 45,900 vehicles, a year-on-year growth of 104.85% [15] - GAC Group's January sales reached 116,622 vehicles, reflecting an 18.47% year-on-year increase [16] - Leshan Electric reported a net profit of 23.4 million yuan for 2025, a year-on-year increase of 3.68% [17] Group 5: Share Buybacks - Quzhou Dongfeng proposed a share buyback plan with a total amount between 50 million and 100 million yuan [18] - GoerTek increased its share buyback fund to a minimum of 1 billion yuan and a maximum of 1.5 billion yuan [20] Group 6: Stock Trading and Performance - Tiandi Online confirmed that its operations are normal and there are no undisclosed significant matters, despite recent stock price fluctuations [10] - Hongbaoli's epoxy propylene project has entered the pre-production preparation stage, with significant uncertainties remaining [11] - Hunan Gold's stock trading showed abnormal fluctuations, with ongoing asset purchase plans pending approval [12][13]

Company Announcements - Fenglong Co., Ltd. received a commitment from UBTECH not to inject assets into the company within 36 months after the acquisition, and the stock will resume trading on February 2 after the completion of a trading suspension investigation [2] - Jerry Holdings signed a sales contract for gas turbine generator sets with a total amount of 1.82 billion USD (approximately 12.65 billion RMB) for a data center application, marking the fourth such contract with a U.S. client since November 2025 [3] - Aoxin plans to invest 1.82 billion RMB in a high-end printed circuit board project, which aims to enhance product competitiveness and meet the growing demand in various sectors [3] Shareholder Changes - Yanzhou Coal Mining Company intends to transfer 100% equity of its wholly-owned subsidiary Xintai Coal [4] - GoerTek increased its share repurchase fund from a minimum of 5 billion RMB to a minimum of 10 billion RMB, with a maximum of 15 billion RMB [4][5] Business Performance - China Mobile and China Telecom will be affected by the adjustment of the VAT tax category for telecom services, which will impact their revenue and profits [3][5] - Leshan Electric Power reported a year-on-year net profit growth of 3.68% for 2025 [5] Stock Price Movements - Jiamei Packaging's stock price surged by 408.11% from December 17, 2025, to January 23, 2026, leading to a trading suspension for investigation, with the stock resuming trading on February 2 [5] - Hunan Gold's stock experienced significant trading fluctuations, with uncertainty regarding the future market price of its gold products [7] - Hongbaoli's epoxy propylene comprehensive technology transformation project has entered the pre-production preparation stage, although there is uncertainty regarding the timeline for producing qualified products [8] Other News - Fushi Holdings' actual controller and chairman Chen Yongliang has been detained [9] - ST United received a notice from the Shanghai Stock Exchange to suspend the review of its application due to the need to update financial documents [9]

Company Announcements - Fenglong Co., Ltd. received a commitment from UBTECH not to inject assets into the company within 36 months after the acquisition, and the stock will resume trading on February 2 after the completion of the suspension investigation [2] - Jereh Group signed a sales contract for gas turbine generator sets worth 1.82 billion USD (approximately 12.65 billion RMB) with a U.S. client, marking the fourth such contract since November 2025 [4] - China Mobile announced that the adjustment of the VAT tax category for telecom services from 6% to 9% will impact the company's revenue and profits starting January 1, 2026 [5] - Aoshikan plans to invest 1.82 billion RMB in a high-end printed circuit board project, aiming to enhance product competitiveness and meet the growing demand in various markets [6] - Yanzhou Coal Mining Company intends to publicly transfer 100% equity of its wholly-owned subsidiary, Xin Tai Coal, with a base price of 670 million RMB [7] Share Buybacks and Changes - GoerTek increased its share buyback fund from a minimum of 500 million RMB to a minimum of 1 billion RMB, with a maximum of 1.5 billion RMB [8] - Quzhou Dongfeng's controlling shareholder proposed a share buyback plan of 50 million to 100 million RMB for employee stock ownership plans [9] - Chipone Technology's major shareholder plans to reduce its stake by up to 1.95% through block trades [11] Operational and Performance Updates - China Telecom and China Unicom both reported that the VAT adjustment will affect their revenues and profits starting January 1, 2026 [12][13] - Leshan Electric Power announced a net profit increase of 3.68% for the fiscal year 2025, with total revenue of 3.395 billion RMB, reflecting a 6.24% year-on-year growth [14] Stock Price Movements - Jiamei Packaging's stock price surged by 408.11% from December 17, 2025, to January 23, 2026, leading to a suspension for investigation, with the stock resuming trading on February 2 [15] - Tiandi Online confirmed that its operations are normal and there are no undisclosed significant matters after experiencing abnormal stock price fluctuations [16] - Hunan Gold expressed uncertainty regarding the future market prices of its gold products, which have recently seen significant increases [17] - Hongbaoli's epoxy propylene comprehensive technology renovation project has entered the pre-production preparation stage, although there is uncertainty regarding the timeline for producing qualified products [19] Other Notable Events - Fushi Holdings' actual controller and chairman, Chen Yongliang, has been detained, but the company's operations remain normal [20] - ST United received a notice from the Shanghai Stock Exchange to suspend the review of its application due to outdated financial documents [21]

分析认为，此次加码回购不仅有助于优化公司股本结构、为后续激励储备股份，更在情绪面上向中小投 资者释放积极信号，体现公司维护市值稳定、与股东共同成长的决心。随着回购方案的持续推进，其对 公司股价及市场预期的正面影响有望逐步显现。 歌尔股份方面表示，将根据回购进展及时履行信息披露义务，并提示投资者关注回购计划实施过程中可 能因股价、资金、激励方案审批等因素导致的相关风险。 （编辑 郭之宸） 本报讯 （记者王僖）2月1日下午，歌尔股份有限公司（以下简称"歌尔股份"）发布公告称，该公司将 调整此前公布的股份回购方案，将回购资金总额从"不低于5亿元且不超过10亿元"提升至"不低于10亿元 且不超过15亿元"，回购上限增加5亿元，进一步向市场传递对公司未来发展的信心。 公告显示，此次调整已于1月30日经该公司第七届董事会第四次会议审议通过，无需提交股东大会审 议。除回购总额调整外，原方案中回购价格上限（38.97元/股）、回购方式（集中竞价交易）、回购用 途（员工持股计划或股权激励）及实施期限等均保持不变。 据披露，自2025年4月启动回购以来，截至2026年1月31日，该公司已累计回购股份3449.7万股，占总股 本的 ...

格隆汇2月1日丨歌尔股份(002241.SZ)公告，关于调整回购股份方案暨回购进展，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，公司董事会将本次回购金 额由不低于人民币5亿元(含)且不超过人民币10亿元(含)提高至不低于人民币10亿元(含)且不超过人民币 15亿元(含)，其余条款维持不变。 ...