Core Viewpoint - The 2026 International Consumer Electronics Show (CES 2026) will take place from January 6 to 9 in Las Vegas, showcasing numerous A-share listed companies with their latest products in popular sectors such as robotics, smart hardware, and new energy vehicles [6]. Robotics - Ninebot will unveil a new multi-scenario lawn mowing robot, enhancing its product matrix [2]. - Stone Technology is expected to debut its "embodied intelligence black technology" as a representative of smart cleaning robots [7]. - Lingyi Technology will present a comprehensive robotics technology matrix, showcasing core components and application solutions [8]. - Zhaowei Electromechanical will showcase a new generation of dexterous hands with 20 degrees of freedom [9]. - Orbbec will release multiple 3D camera products suitable for humanoid robots, enhancing visual solutions for precise operations [9]. - Ecovacs will introduce a pool cleaning robot and the latest developments in embodied intelligence [9]. - Lens Technology will debut a highly dexterous bionic hand and head assembly, integrating self-developed reducers for improved performance [10]. - Megvii will collaborate with Yimai Intelligent to launch two new micro AI robot products [11]. Smart Glasses - Tianjian Co. will present its latest AI and AR glasses at CES 2026, focusing on AI glasses, AI headphones, and smart speakers [12]. - XGIMI Technology will globally launch its new AI glasses brand "MemoMind" [13]. - GoerTek will showcase multiple innovative MR/AR/smart glasses, enhancing the "AI + smart interaction" experience [13]. - Guangfeng Technology will present three LCoS AR optical products: Wax Girl G1, Dragonfly G1 mini, and Rainbow C1 [14]. Storage Solutions - Baiwei Storage will highlight consumer-grade storage solutions, including a Mini SSD that rivals flagship PCIe Gen4 SSDs, supporting Meta's AI/AR glasses [15]. - Jiangbolong will enhance its consumer market brand with a collaboration featuring a special edition storage product linked to the Argentina national football team [15]. - Rockchip will showcase audio and machine vision products, with its RK3588 chip being widely applied in various robotic forms [15]. Automotive Innovations - Great Wall Motors will return to CES with its full product line and core technology matrix, focusing on new energy and AI vehicles [17]. Display Technologies - TCL Technology will unveil its "machine king" series of televisions and the world's first printed OLED vehicle display solution [5]. - Hisense will launch a new generation of RGB-Mini LED display technology [5]. - BOE will showcase over 60 cutting-edge display technologies and IoT solutions, including the global debut of the "HERO 2.0 smart cockpit" [19].

Core Viewpoint - The stock of GoerTek Inc. has experienced fluctuations, with a recent decline of 2.00% and a market capitalization of 104.24 billion yuan, reflecting mixed investor sentiment and trading activity [1]. Financial Performance - For the period from January to September 2025, GoerTek reported a revenue of 68.11 billion yuan, a year-on-year decrease of 2.21%, while the net profit attributable to shareholders increased by 10.33% to 2.59 billion yuan [2]. - Cumulatively, GoerTek has distributed 5.48 billion yuan in dividends since its A-share listing, with 2.23 billion yuan distributed over the past three years [3]. Shareholder Information - As of November 28, 2025, the number of shareholders for GoerTek increased to 362,700, marking a 6.46% rise, while the average number of circulating shares per person decreased by 5.87% to 8,652 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 102 million shares, a decrease of 4.19 million shares from the previous period [3].

Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index exceeding the benchmark index by more than 5% in the next 3-6 months [15]. Core Insights - The report emphasizes the importance of exploring supply chain opportunities from the demand side, particularly in the context of the upcoming CES event, which is expected to showcase a variety of new smart glasses products [3][9]. - The report highlights that 2026 is anticipated to be a year of significant growth for smart glasses, driven by supportive policies and supply upgrades, with a focus on enhancing product features and user experience [9]. Industry Overview - The light industry manufacturing sector comprises 164 listed companies with a total market capitalization of approximately 1,094.55 billion and a circulating market value of about 934.63 billion [6]. - The absolute performance of the industry over the past 12 months has been 32.9%, while the relative performance compared to the benchmark has been 5.8% [7]. Key Company Forecasts and Valuations - 康耐特光学 (Kangnait Optical) is projected to have an EPS of 1.18, 1.45, and 1.81 for 2025E, 2026E, and 2027E respectively, with a strong buy rating [4]. - The PE ratios for 康耐特光学 are forecasted to be 41.05, 33.26, and 26.64 for the same years, indicating strong growth potential [4]. Upcoming Events - The 2026 International Consumer Electronics Show (CES) is scheduled from January 6 to 9, showcasing over 50 exhibitors in the AI glasses segment, with significant product launches expected from various companies [9].

Core Insights - Goer Technologies showcased innovative technologies at CES 2026, focusing on XR full-stack solutions, acoustic and perception technologies, and smart cockpit interactions, emphasizing the evolution of AI and metaverse devices into all-weather intelligent companions [1][2] XR and AI Innovations - The company introduced a new generation of AI+ display smart glasses reference design, Rubis, featuring a tri-core heterogeneous platform for optimized data flow and a modular nose pad for comfort [1] - Goer also launched a lightweight 4K MR reference design, reducing headset weight to around 100 grams while integrating advanced display and tracking technologies for an immersive experience [2] - The AI camera headphone reference design integrates dual 12MP cameras and advanced algorithms for multi-modal AI interaction, enhancing audio and visual capabilities [2] Optical and Acoustic Technologies - Goer presented a new full-color resin waveguide module, F15Pi, which is over 50% lighter than glass and features high transparency, suitable for long-term wear [3] - The company introduced a variable-focus liquid crystal lens for XR devices, allowing users with vision impairments to avoid additional corrective eyewear [3] - Goer upgraded its micro speaker series to enhance audio quality while addressing comfort and sound leakage issues, showcasing advancements in acoustic components [4][5] Sensor and Connectivity Solutions - The transparent antenna solution integrates antenna film with lens edges, improving communication performance while maintaining design flexibility [4] - Goer demonstrated new MEMS acoustic sensors with IP68 protection, suitable for various smart devices, and introduced low-power active cooling products for smartphones and smart glasses [6] Automotive Interaction Technologies - The company launched a car AI robot and dynamic control components to enhance in-vehicle interaction, featuring rapid response capabilities for emotional engagement [7] - Goer showcased advanced optical components for automotive applications, including a DLP headlight module and an AR HUD projection module, improving key optical parameters over previous generations [7]

登录新浪财经APP 搜索【信披】查看更多考评等级 合规性说明 歌尔股份在公告中强调，本次回购严格遵循相关法律法规及监管要求。公司未在"可能对公司证券交易 价格产生重大影响的重大事项发生之日或决策过程中至依法披露之日内"等禁止期间实施回购，且集中 竞价交易委托符合深圳证券交易所规定，未以当日交易涨幅限制价格委托，亦未在开盘集合竞价、收盘 集合竞价及无涨跌幅限制交易日进行委托。 后续安排 公司表示，回购股份的实施符合既定方案及相关法律、法规要求。后续将根据市场情况在剩余回购期限 内继续推进回购计划，并按照规定及时履行信息披露义务。公告同时提醒广大投资者注意投资风险。 2026年1月5日，歌尔股份有限公司（以下简称"歌尔股份"）发布回购股份进展公告，披露了截至2025年 12月31日的股份回购实施情况。公告显示，公司自2025年4月启动回购以来，已累计回购股份3449.70万 股，占公司总股本的0.97%。 回购方案回顾 据公告披露，歌尔股份于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》。根据该方案，公司拟使用自有资金和自筹资金，通过集中竞价交易方式回购部分 A股股 ...

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。 ...

据iFinD统计，截至12月30日，沪深两市共有120股连续5日或5日以上获融资净买入。连续获融资净买入 天数最多的股票是研奥股份，连续13个交易日获净买入；连续获融资净买入天数较多的还有歌尔股份、 三人行、联芸科技、拉卡拉、先锋精科、佳驰科技、天马科技、上海谊众等股。 （文章来源：证券时报网） ...