证券代码：002241 证券简称：歌尔股份 公告编号：2025-045 歌尔股份有限公司 关于回购公司股份的进展公告 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 38.97 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。 2、公司以集中竞价交易方式回购股份时，符合下列要求： 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，上市公司在回购股份期间，应当在每个月的前三个交 易日内 ...

证券代码：002241 证券简称：歌尔股份 公告编号：2025-044 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"）近日接到公司股东姜龙先生的通知，获 悉姜龙先生延长了其所质押的公司股份质押期限，现将有关情况公告如下： 一、股东股份质押基本情况 | 股东 | 是否为控股股东 或第一大股东及 | 本次质押 | 占其所 | 占公司 | 是否 | 是否 为补 | 质押起 | 原质押 | 延期后 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 股份数量 | 持股份 | 总股本 | 为限 | | | | 质押到 | 质权人 | 质押用途 | | 名称 | 其一致行动人 | （股） | 比例 | 比例 | 售股 | 充质 | 始日 | 到期日 | 期日 | | | | | | | | | | 押 | | | | | | | 姜龙 | 为控股股东一致 行动人 | | | | 高管 | | 2023 | 2025 ...

Core Viewpoint - Goer Group (歌尔股份) has announced its 2024 annual equity distribution plan, which has been approved by the shareholders' meeting, indicating a commitment to returning value to shareholders through cash dividends [1] Company Announcement Summary - Goer Group's 2024 annual equity distribution plan was approved on May 22, 2025, during the shareholders' meeting [1] - The plan includes a cash dividend of 1.50 yuan (including tax) for every 10 shares, with no bonus shares issued and no capital reserve conversion [1] - The cash dividend per 10 shares, calculated based on the total share capital, amounts to 1.476127 yuan (including tax) [1] - The total number of shares will increase from 3,490,710,835 to 3,491,495,775 due to this distribution [1] - The record date for the equity distribution is June 4, 2025, and the ex-dividend date is June 5, 2025 [1] - The total cash dividend amount distributed will be 515,389,197.45 yuan, with the cash dividend per share being 0.1476127 yuan due to the exclusion of repurchased shares from profit distribution [1]

Group 1 - The company has approved a profit distribution plan for the 2024 fiscal year, which includes a cash dividend of 1.50 RMB per 10 shares (tax included) and no bonus shares [1][1] - The record date for the rights distribution is set for June 4, 2025, and the ex-dividend date is June 5, 2025 [1][1] - The total cash dividend amount is calculated to be approximately 515.39 million RMB, based on the total shares participating in the distribution [1][1] Group 2 - The company will not withhold individual income tax for certain shareholders, and tax rates will vary based on the holding period of the shares [1][1] - The adjustment of the ex-rights price will be based on the closing price on the record date minus the per-share cash dividend amount of 0.1476127 RMB [1][1] - The company emphasizes that the total share capital will remain unchanged post-distribution, despite the cash dividend reducing the per-share distribution amount [1][1]

2024 年年度权益分派实施公告 证券代码：002241 证券简称：歌尔股份 公告编号：2025-043 歌尔股份有限公司 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。 特别提示： 1、歌尔股份有限公司（以下简称"公司"或"本公司"）2024 年年度权益分派方案 已获 2025 年 5 月 22 日召开的 2024 年度股东大会审议通过。以实施权益分派股权 登记日登记的总股本扣除公司回购专用证券账户中的回购股份为基数，按分配比例 不变的原则，本次向全体股东实施每 10 股派发现金红利 1.50 元（含税），送红股 0 股，不以公积金转增股本。 2、本次权益分派按公司总股本折算的每 10 股现金红利为 1.476127 元（含税）。 在保证本次权益分派方案不变的前提下,本次权益分派实施后的除权除息参考 价=除权除息日前一交易日收盘价-按公司总股本折算每股现金分红金额=股权登记 日收盘价-0.1476127 元/股。 一、股东大会审议通过利润分配及资本公积金转增股本方案等情况 1、公司 2024 年年度权益分派方案已获 2025 年 5 月 22 日召开的 20 ...

Core Insights - The inkjet printer market in China is experiencing a decline due to economic fluctuations, budget tightening, and consumer downgrade, with a projected shipment volume of 7.292 million units in 2024, representing an 8.7% year-on-year decrease [1][15][13] - Despite the overall decline, there is an anticipated recovery in demand in the second half of 2024, particularly driven by back-to-school season and the increasing importance of printers among students [1][15] - The market is expected to benefit from the continuous innovation in inkjet technology and an improvement in the economic environment, leading to a potential rebound in shipment volumes [1][15] Industry Overview - Inkjet printers are non-contact printers that recreate digital images by pushing ink droplets through nozzles onto paper and plastic substrates [1][15] - The technology includes ion ink, which is guided by a magnetic plate to spray onto paper, and is utilized across various industries such as advertising, textiles, packaging, education, and pharmaceuticals [1][15] - The classification of inkjet printers can be based on various factors including maximum print width, ink cartridge type, and whether they support network printing [4][5] Market Trends - The inkjet printer market in China saw a steady increase in shipments from 2017 to 2022, but has faced a downturn from 2023 to 2024 [1][15] - The overall printer market in China is projected to have a total shipment volume of 15.308 million units in 2024, with inkjet printers becoming the largest category, surpassing laser printers [13][15] - The market size for inkjet printers in China is estimated to be around $704 million in 2024, reflecting a shift towards inkjet technology due to its advantages in small batch printing and color output [16] Competitive Landscape - The competitive landscape of the inkjet printer market in China is characterized by a dual-track system where foreign companies dominate the high-end market while local companies are emerging through differentiated innovation [18][20] - Major international players include Epson, HP, Canon, and Brother, while local companies like Honghua Digital and Xiaomi are expanding their market presence [18][20] - The industry is witnessing a trend towards green and smart products, with a focus on low-energy consumption and recyclable materials, as well as the integration of IoT technologies for remote management and cloud printing [26][27] Future Outlook - The demand for inkjet printers is expected to continue growing due to the acceleration of digital transformation, with increasing needs from home offices, online education, and small businesses [25] - The commercial market for inkjet printers is projected to expand further, driven by the demand for short-run printing and personalized packaging [27] - The trend towards green and intelligent products will shape the future of the inkjet printer market, with a focus on sustainable practices and advanced technology integration [26][27]

北京市天元律师事务所 关于歌尔股份有限公司 2024 年度股东大会的法律意见 京天股字（2025）第 301 号 致：歌尔股份有限公司 歌尔股份有限公司（以下简称"公司"）2024 年度股东大会（以下简称"本 次股东大会"）采取现场投票与网络投票相结合的方式召开，现场会议于 2025 年 5 月 22 日在山东省潍坊市高新区梨园街与光电路交叉口东歌尔股份有限公司光 电园二期综合楼 A1 会议室召开。北京市天元律师事务所（以下简称"本所"） 接受公司聘任，指派本所律师参加本次股东大会现场会议，并根据《中华人民共 和国公司法》、《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股 东会规则》（以下简称"《股东会规则》"）以及《歌尔股份有限公司章程》（以下 简称"《公司章程》"）等有关规定，就本次股东大会的召集、召开程序、出席现 场会议人员的资格、召集人资格、会议表决程序及表决结果等事项出具本法律意 见（以下简称"本法律意见"）。 为出具本法律意见，本所律师审查了《歌尔股份有限公司第六届董事会第二 十三次会议决议公告》《歌尔股份有限公司第六届监事会第十九次会议决议公告》 《歌尔股份有限公司关于召开 20 ...

证券代码：002241 证券简称：歌尔股份 公告编号：2025-042 歌尔股份有限公司 2024 年度股东大会决议公告 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。 特别提示： 一、 会议召开和出席情况 （一）会议的召开情况 1、本次股东大会无否决议案的情况； 2、本次股东大会未涉及变更以往股东大会已通过的决议。 1、 召开时间：2025年5月22日下午2:00 2、 召开地点：山东省潍坊市高新区梨园街与光电路交叉口东歌尔股份有限公 司光电园二期综合楼A1会议室 3、 召开方式：现场投票和网络投票相结合 4、 投票方式：通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年5月22日9:15-9:25，9:30-11:30和13:00-15:00；通过深圳证券交易所互联网 投票系统投票的具体时间为2025年5月22日上午9:15-2025年5月22日下午 3:00期间任意时间。 5、 召集人：公司董事会 6、 主持人：董事长姜滨先生 7、 本次会议的召集、召开与表决程序符合《中华人民共和国公司法》《上市 公司股东会规则》《深圳证券交易所股票上市规 ...

Group 1: Consumer Electronics Sector - The CSI Consumer Electronics Theme Index (931494) decreased by 0.13% as of May 22, 2025, with mixed performance among constituent stocks [1] - Leading gainers included Xunwei Communication (300136) up 3.30%, Wenta Technology (600745) up 2.63%, and Silan Microelectronics (600460) up 2.33% [1] - The Consumer Electronics ETF (561600) also fell by 0.13%, with a latest price of 0.78 yuan, but showed a 1.42% increase over the past month [1] - The ETF's trading volume was 287.16 million yuan with a turnover rate of 1.49% [1] - Over the past two weeks, the ETF's scale increased by 16.72 million yuan, ranking it in the top 1/5 among comparable funds [1] - The ETF's share count rose by 26 million shares in the same period, also placing it in the top 1/5 among comparable funds [1] - Recent capital inflow was balanced, with a total of 22.05 million yuan attracted over the last 10 trading days [1] Group 2: Artificial Intelligence Sector - The CSI Artificial Intelligence Theme Index (930713) declined by 0.06% as of May 22, 2025, with varied performance among its constituent stocks [2] - Top performers included Kunlun Wanwei (300418) up 7.89%, New Yisheng (300502) up 1.87%, and Shitou Technology (688169) up 1.82% [2] - The AI ETF (512930) decreased by 0.15%, with a latest price of 1.31 yuan, but recorded a 2.26% increase over the past month [2] - The ETF's trading volume was 28.19 million yuan with a turnover rate of 1.44% [3] - The latest scale of the AI ETF reached 1.95 billion yuan [3] - Recent net capital inflow was 1.31 million yuan, with a total of 32.98 million yuan attracted over the last five trading days [3] - Leveraged funds are actively participating, with the latest margin buying amounting to 4.44 million yuan and a margin balance of 90.18 million yuan [3] Group 3: Online Consumption Sector - The CSI Hong Kong-Shanghai Online Consumption Theme Index (931481) fell by 0.79% as of May 22, 2025, with mixed results among its constituent stocks [4] - Leading gainers included High Xin Retail (06808) up 10.24%, Kunlun Wanwei (300418) up 6.48%, and Youzu Network (002174) up 4.86% [4] - The Online Consumption ETF (159793) decreased by 0.78%, with a latest price of 0.89 yuan, but showed a 3.46% increase over the past month [4] - The index comprises 50 companies involved in online shopping, digital entertainment, online education, and telemedicine [13] - The top ten weighted stocks in the index account for 56.94% of the total weight, with Alibaba-W (09988) having the highest weight at 14.37% [13]

Core Viewpoint - The recent volatility in Apple's supply chain stocks is driven by a combination of easing US-China tariff policies and Apple's aggressive pricing strategies, alongside mixed market sentiment regarding future performance [1][3][9]. Market Performance - On May 12, the Apple concept index (BK0666) closed at 2985.77 points, with a single-day increase of 2.91%. Notable stocks like LeChuang Technology surged by 22%, while several others exceeded 10% gains [2]. - However, by May 15, the index fell to 2911 points, indicating a decline from the previous highs, with many stocks in the Hong Kong market also experiencing significant drops [2]. Factors Influencing Volatility - The fluctuations in stock prices are attributed to two main factors: the recent US-China tariff adjustments and Apple's price reductions on its products. The US has announced a temporary suspension of certain tariffs, which is seen as a positive development for the supply chain [3][4]. - Apple's recent price cuts, particularly on the iPhone 16 Pro series, have seen reductions of up to 2500 yuan, with discounts exceeding 30% in some cases [4]. Financial Performance of Key Suppliers - Apple's financial results for Q2 of the 2024-2025 fiscal year showed revenues of $95.4 billion, a 5% year-over-year increase, and a net profit of $24.78 billion, up 4.84% [6]. - Key suppliers such as GoerTek, Lens Technology, and Luxshare Precision reported mixed results for Q1 2025, with revenues of 16.30 billion yuan, 17.06 billion yuan, and 61.79 billion yuan respectively, showing year-over-year growth rates of -15.57%, 10.10%, and 17.90% [7][8]. Future Outlook - Analysts suggest that the Apple supply chain may have room for recovery, driven by easing tariffs and low valuations, alongside anticipated product innovations from Apple in the coming years [9]. - Expectations are set for a new wave of product launches, including foldable screens and AI glasses, which could invigorate the supply chain and lead to an upward trend in related companies [9].