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。 ...

歌尔股份（002241）(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)。除上述调整外，回购股份方案的其他内容未发生变化。 ...

智通财经APP讯，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)。除上述调整外，回购股份方案的其他内容未发生变化。 ...

证券代码：002241 证券简称：歌尔股份 公告编号：2026-008 歌尔股份有限公司 关于调整回购股份方案暨回购进展的公告 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。 重要内容提示： 1、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）。 2、除上述调整外，回购股份方案的其他内容未发生变化。 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——回购股份》等相关规定，结合市场和公司实际情况，歌尔股份有限公司 （以下简称"公司"）于2026年1月30日召开第七届董事会第四次会议，审议通 过了《关于调整回购股份方案的议案》，董事会同意对回购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，其余条款维持不变。 本次调整无需提交股东会审议。现将相关情况公告如下： 三、本次调整回购股份事项相关审批程序 本次调整回购股份方案的相关议案已经公司第七届董事会第四次会议审议 通过。根据《歌尔股份有限公司章程》的规定，本次 ...

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 一、董事会会议审议情况 经审议，形成如下决议： 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列席了本次会议。 二、备查文件 1、公司第七届董事会第四次会议决议。 特此公告。 歌尔股份有限公司董事会 二〇二六年二月二日 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——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 ...

Core Viewpoint - The article highlights the investment strategy of Hu Zhongyuan, focusing on AI applications and robotics, while maintaining a cautious approach with a reduced equity position in his funds [1][4]. Fund Performance - Hu Zhongyuan manages a total of 33.2 billion yuan across five funds, achieving an annualized return of 26% over 6.8 years [6]. - The flagship fund, Huashang Runfeng Flexible Allocation Mixed A, has shown a remarkable return of 85.02% in 2025, significantly outperforming its benchmark and the CSI 300 index [11][12]. - The fund's net value has consistently increased, with a 4.28% growth in the current year [11]. Investment Strategy - The fund maintained an equity position below 45% during market downturns in 2022 and 2023, effectively controlling drawdowns [13]. - Starting in Q1 2024, Hu Zhongyuan increased the equity position to over 90%, but has since reduced it to around 50% in Q3 2025, indicating a strategic shift in response to market conditions [15]. - The top ten holdings have become more diversified, with the concentration of the top ten stocks decreasing from 45% to 23% [15]. Sector Focus - The fund is now focusing on AI application hardware and robotics, with investments spread across sectors such as electronics, communications, media, machinery, home appliances, automotive, electric power equipment, and medical devices [17]. - Recent adjustments include new positions in key consumer electronics companies, indicating a shift from upstream technology to downstream applications [17]. Key Holdings - The top ten holdings in Q4 2025 include new entries like Crystal Optoelectronics, GoerTek, and Luxshare Precision, reflecting a strategic pivot towards consumer electronics [17][19]. - The fund has also increased its stakes in companies involved in the robotics sector, such as Sanhua Intelligent Control and Top Group, while introducing new positions in Jiangsu Leili [19].

（原标题：歌尔股份AR眼镜专利获授权，可提高图像显示质量） 企查查APP显示，近日，歌尔股份（002241）申请的"一种AR眼镜的校准方法、系统、电子设备及存储 介质"专利获授权。 专利摘要显示，本申请所属的技术领域为增强现实技术。所述AR眼镜的校准方法包括：采集佩戴者的 眼部数据，根据眼部数据确定注视位置和注视角度；通过视觉测量确定佩戴者的视觉范围；根据注视位 置、注视角度和视觉范围确定佩戴者在镜片上的视野边界，并将视野边界内的区域设置为当前可视区 域；将镜片上当前显示的虚拟内容所在的区域设置为初始显示区域，并将初始显示区域与当前可视区域 进行比对，得到比对结果；其中，比对结果包括位置比对结果和/或尺寸比对结果；按照比对结果对虚 拟内容的显示参数进行调整。本申请能够提高AR眼镜的图像显示质量。 ...

Core Insights - The main focus of the news is the significant outflow of capital from various stocks, indicating a potential shift in investor sentiment and market dynamics. Group 1: Stock Performance and Capital Outflow - Industrial Fulian experienced the highest capital outflow of 5.09%, totaling 5.444 billion yuan [1][2] - Sunshine Power saw a capital outflow of 1.558 billion yuan with a decline of 4.92% [1][2] - China Aluminum had a capital outflow of 1.452 billion yuan, but its stock price increased by 3.49% [1][2] - Tongling Nonferrous Metals recorded a capital outflow of 1.204 billion yuan with a notable increase of 10.06% in stock price [1][2] - Semiconductor company SMIC faced a capital outflow of 1.109 billion yuan, with a decrease of 4.2% [1][2] Group 2: Sector Analysis - The consumer electronics sector, represented by Industrial Fulian and Luxshare Precision, showed significant capital outflows of 5.444 billion yuan and 1.068 billion yuan respectively [1][2] - The photovoltaic equipment sector, represented by Sunshine Power, experienced a capital outflow of 1.558 billion yuan [1][2] - The non-ferrous metals sector, including China Aluminum and Tongling Nonferrous Metals, had mixed results with capital outflows of 1.452 billion yuan and 1.204 billion yuan respectively [1][2] - The semiconductor sector, represented by SMIC, faced a capital outflow of 1.109 billion yuan [1][2] Group 3: Additional Stock Movements - Other notable stocks with significant capital outflows include: - Luoyang Molybdenum with 1.080 billion yuan and a slight decrease of 0.04% [1][2] - Hunan Silver with a capital outflow of 1.062 billion yuan and an increase of 4.95% [1][2] - Xiamen Tungsten with a capital outflow of 0.821 billion yuan and a decline of 7.11% [1][3] - The electronics components sector, represented by Huadian Co. and Shenghong Technology, also saw capital outflows of 0.895 billion yuan and 0.740 billion yuan respectively [1][3]

Group 1 - The core point of the article is that GoerTek Inc. (歌尔股份) reported a total of 394,195 shareholders as of December 31, 2025 [1]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | | 2026-01-28 | 002241 | 歌尔股份 | 27.80 | 9.17 | 254.80 机构专用 | | 机构专用 | | 1月28日，歌尔股份大宗交易成交9.17万股，成交额254.8万元，占当日总成交额的0.05%，成交价27.8 元，较市场收盘价26.97元溢价3.08%。 ...