Financial Performance - The company's revenue for Q1 2025 was ¥16,304,933,891.22, a decrease of 15.57% compared to ¥19,311,868,351.19 in the same period last year[5] - Net profit attributable to shareholders increased by 23.53% to ¥468,853,936.56 from ¥379,545,536.73 year-on-year[5] - The net profit after deducting non-recurring gains and losses was ¥292,260,603.66, reflecting a 6.09% increase from ¥275,495,406.41 in the previous year[5] - The company's basic earnings per share rose by 27.27% to ¥0.14 from ¥0.11 in the same period last year[5] - Net profit for the current period was ¥437,112,201.90, an increase of 19.7% compared to ¥365,166,172.68 in the previous period[28] - Earnings per share increased to ¥0.14 from ¥0.11, reflecting a growth of 27.3%[29] Assets and Liabilities - Total assets decreased by 5.06% to ¥78,518,771,099.43 from ¥82,706,773,086.83 at the end of the previous year[5] - The total current liabilities decreased to RMB 39.37 billion from RMB 44.96 billion, indicating a reduction of about 12.5%[25] - The company's total liabilities decreased to RMB 44.01 billion from RMB 48.66 billion, a reduction of about 9.5%[25] - The company's equity increased slightly, with the share capital rising to RMB 3.49 billion from RMB 3.49 billion, reflecting a marginal increase[25] Cash Flow - The company's cash flow from operating activities was ¥1,536,480,480.75, a slight increase of 0.13% compared to ¥1,534,517,201.91 in the previous year[5] - The net cash flow from operating activities for the current period is $1,536,480,480.75, slightly up from $1,534,517,201.91 in the previous period[30] - The net cash flow from financing activities increased by 480.32% to ¥6,485,987,933.46 in Q1 2025, mainly due to a significant increase in borrowings[15] - Cash inflow from financing activities reached $15,477,484,341.61, compared to $9,576,402,462.05 in the previous period[30] Investments and R&D - The company reported a significant increase in long-term equity investments by 194.17% to ¥2,160,433,608.58, primarily due to new investments in Shanghai Kangnait Optical Technology Group Co., Ltd.[10] - The company’s research and development expenditures increased by 41.80% to ¥241,129,347.06, indicating a focus on innovation[10] - R&D expenses increased by 32.83% to ¥1,095,719,407.04 in Q1 2025 from ¥824,875,804.43 in Q1 2024, primarily due to increased investment in research and development[13] - The company plans to continue expanding its market presence and investing in new technologies to drive future growth[27] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 326,420, with no preferred shareholders having restored voting rights[17] - The largest shareholder, Goer Group Co., Ltd., holds 14.65% of shares, amounting to 511,248,570 shares[18] - The controlling shareholder, Goer Group, plans to increase its stake in the company by no less than RMB 5 billion and no more than RMB 10 billion within 6 months, having already acquired 47,439,630 shares, raising its ownership from 14.54% to 15.90%[20] - The company has initiated a share repurchase plan with a budget of RMB 5 billion to RMB 10 billion, with a maximum repurchase price of RMB 38.97 per share, and has already repurchased 9,056,100 shares at an average price between RMB 20.56 and RMB 21.65[21] Tax and Financial Expenses - The company reported a 2,040.96% increase in income tax expenses, totaling ¥51,778,296.85 in Q1 2025, due to a rise in total profit and an increase in the average applicable tax rate[13] - Financial expenses showed a significant decrease of 119.40%, resulting in a gain of ¥6,895,616.26 in Q1 2025 compared to a loss of ¥35,544,029.32 in Q1 2024, attributed to increased foreign exchange gains[13] Other Financial Metrics - The company received government subsidies amounting to ¥82,077,942.69, primarily for innovation and development projects[7] - Investment income surged by 3,305.43%, reaching ¥144,102,459.94 in Q1 2025, compared to a loss of ¥4,495,579.38 in Q1 2024, driven by gains from foreign exchange derivatives and investments in associates[13] - The fair value change income decreased by 45.80% to ¥45,686,840.25 in Q1 2025, attributed to a reduction in gains from foreign exchange derivatives[13] - The company experienced an 88.07% increase in credit impairment losses, amounting to ¥95,324,970.18 in Q1 2025, primarily due to a decrease in the balance of bad debt provisions for receivables[13]

歌尔股份（002241）公告，2025年第一季度营收为163.05亿元，同比下降15.57%；净利润为4.69亿元， 同比增长23.53%。 ...

Group 1 - The fruit index concept rose by 1.62%, ranking 9th among concept sectors, with 18 stocks increasing in value, led by Xinyi Technology, Lante Optics, and Lens Technology, which rose by 6.73%, 4.82%, and 4.41% respectively [1][2] - The fruit index concept saw a net inflow of 773 million yuan from main funds, with 14 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow, with Lens Technology leading at 247 million yuan [2][3] - The top net inflow ratios were recorded for Lens Technology, Xinyi Technology, and Lingyi Technology, with net inflow rates of 15.12%, 12.74%, and 9.75% respectively [3][4] Group 2 - The fruit index concept's performance was contrasted with other sectors, such as the 6G concept which rose by 3.18%, while the South Korea-China Free Trade Zone fell by 3.88% [2] - The trading volume and turnover rates for leading stocks in the fruit index concept were highlighted, with Lens Technology showing a turnover rate of 1.68% and a trading volume of 246.58 million yuan [3][4] - The overall market sentiment reflected a mixed performance across various sectors, with some experiencing significant declines, such as the dairy sector which fell by 3.69% [2]

Group 1: Stock Buybacks and Loans - Goer Group announced a stock buyback plan of 500 million to 1 billion yuan for employee stock ownership or equity incentive plans, and received a loan commitment of 860 million yuan from China Construction Bank for this purpose [1] - China Railway received a loan commitment of up to 1.6 billion yuan from Industrial and Commercial Bank of China for stock buyback, specifically for repurchasing A-shares [2] - Yapu Co. plans to repurchase shares with an amount between 100 million to 200 million yuan, with a maximum repurchase price of 24.36 yuan per share [18] - Yongguan New Materials intends to repurchase shares with an amount between 30 million to 50 million yuan, with a maximum price of 20.50 yuan per share [19] Group 2: Acquisitions - Guangyun Technology plans to acquire 100% of Yilian Infinite for a cash consideration not exceeding 650 million yuan, focusing on network equipment sales in BRICS and Belt and Road countries [3] - Jiulian Technology is planning to acquire 51% of Chengdu Nengtong Technology, which is involved in military radar and electronic countermeasures, indicating a significant asset restructuring [4] - Zijin Mining completed the acquisition of 100% equity in Newmont Corporation's Akyem gold mine in Ghana, which had a revenue of 574 million USD and a net profit of 128 million USD in 2023 [6] Group 3: Financial Performance - Xiaocheng Technology reported a net profit of 46.55 million yuan for 2024, reversing a loss from the previous year, with a revenue increase of 47.71% [14] - Zongshen Power expects a net profit of 204 million to 240 million yuan for Q1 2025, representing a year-on-year increase of 70% to 100% [15] - Maoshuo Power reported a net profit of 598,000 yuan for Q1 2025, a significant decline of 95% year-on-year [16] Group 4: Regulatory and Market Updates - ST Pengbo's stock closed at 0.98 yuan, below the 1 yuan threshold, which may lead to delisting if it remains below this price for 20 consecutive trading days [5] - ST Hanma announced the removal of delisting risk warnings, changing its stock name to Hanma Technology, and increasing the daily price fluctuation limit from 5% to 10% [7] - Beiyinmei received an administrative regulatory measure from the Zhejiang Securities Regulatory Bureau due to issues with revenue recognition and non-operating fund occupation by its controlling shareholder [9]

证券代码：002241 证券简称：歌尔股份 公告编号：2025-031 歌尔股份有限公司 关于取得金融机构股票回购贷款承诺书的公告 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。 一、公司股份回购的基本情况 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 公司董事会审议通过本次回购方案之日起不超过 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。 二、取得金融机构股票回购贷款承诺书的具体情况 2025 年 4 ...

北京市天元律师事务所 关于歌尔股份有限公司控股股东增持股份的 专项法律意见 北京市天元律师事务所 中国北京市西城区金融大街 35 号 国际企业大厦 A 座 509 单元 邮编：100033 北京市天元律师事务所 关于歌尔股份有限公司控股股东增持股份的 专项法律意见 京天股字（2025）第122号 致：歌尔股份有限公司 北京市天元律师事务所（以下简称"本所"）接受歌尔股份有限公司（以下 简称"歌尔股份"或"公司"）的委托，根据《中华人民共和国公司法》（以下 简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购管理办法》"）、《深圳证券交 易所上市公司自律监管指引第10号——股份变动管理》《律师事务所从事证券法 律业务管理办法》以及《律师事务所证券法律业务执业规则（试行）》等有关法 律、法规、规范性文件及本法律意见出具日以前已经发生或者存在的事实，按照 律师行业公认的业务标准、道德规范和勤勉尽责精神，就歌尔股份控股股东歌尔 集团有限公司（以下简称"歌尔集团"或"增持人"）增持公司股份事宜（以下 简称"本次增持"）出具本法律意见。 对本法律意见，本所 ...

Core Viewpoint - The China Securities Index for Smart Towns has shown a decline of 13.16% over the past month, while it has increased by 1.63% over the last three months and decreased by 5.77% year-to-date [2] Group 1: Index Performance - The China Securities Index for Smart Towns is currently at 2137.98 points, having opened high and continued to rise [1] - The index series reflects the performance of listed companies influenced by changes in economic and consumption structures, focusing on themes such as intensive, intelligent, and green low-carbon development [2] Group 2: Index Composition - The top ten weighted stocks in the Smart Towns Index include BOE Technology Group (5.9%), Hikvision (4.47%), ZTE Corporation (4.39%), Haier Smart Home (3.99%), State Grid NARI Technology (3.98%), iFlytek (3.5%), Unisplendour (2.49%), TBEA (2.48%), GoerTek (2.18%), and Inspur Information (2.09%) [2] - The index's holdings are primarily from the Shenzhen Stock Exchange (67.13%) and the Shanghai Stock Exchange (32.87%) [2] Group 3: Sector Allocation - The sector allocation of the Smart Towns Index shows that Information Technology comprises 52.36%, followed by Industry at 21.04%, Communication Services at 16.14%, Consumer Discretionary at 7.37%, Healthcare at 2.19%, Materials at 0.53%, and Utilities at 0.37% [2] Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December [3] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [3]

Core Viewpoint - The recent exemption of certain electronic products from "reciprocal tariffs" by the U.S. government is expected to benefit the Apple supply chain and related companies in the A-share market, leading to a potential recovery in stock valuations [4][5]. Summary by Sections Market Performance - The A-share Apple supply chain index saw an increase of over 4% in early trading, later settling at a 1.61% gain [2]. - Individual stocks such as ChaoYang Technology surged by 9.99%, while major players like GoerTek, Luxshare Precision, and Lens Technology initially rose but later experienced pullbacks [3]. Tariff Exemption Impact - The U.S. government announced exemptions for smartphones, laptops, and chips from reciprocal tariffs, which includes brands like Apple and Samsung [4]. - Analysts believe that the previous significant declines in Apple supply chain stocks may present a recovery opportunity due to the tariff exemption [5]. Supply Chain Dynamics - Apple has been preparing inventory for the U.S. market since the Lunar New Year, resulting in over two months of stock, which may mitigate the impact of tariffs on sales in Q2 2025 [6]. - The transition period between old and new iPhone models may see a more pronounced decline in shipments due to preemptive stockpiling [6]. - Apple suppliers have indicated that they do not bear the cost of tariffs, and many have shifted production to Southeast Asia, establishing a robust supply chain to meet U.S. export demands [6]. Long-term Outlook - The overall supply chain structure for Apple in China is expected to remain unchanged in the short term, despite the recent tariff developments [7].

本周@旷华 选中的秋乐种业迎来30cm持续涨停，周三3连板！5日暴涨96.77%且最高周涨幅超149%！@股上九天 的品渥食品5日大涨35.23%且最高拉升超 56%！@柴孝伟 、@豁然开朗高 共同选中的北大荒周三3连板，本周涨幅近20%且最高周涨幅超37%！@陈志平波段手 的丰乐种业本周最高涨幅33%。下期 比赛，消费电子、芯片、机器人、算力、互联网金融等题材是选手们重点关注题材。 消费电子在关税豁免利好下下周有望迎来爆发，关注：股上九天的力源信息、股风的立讯精密和歌尔股份、欢喜先生0901的工业富联和长信科技、姹紫嫣红 的鑫汇科、蒋光义的共达电声、换个马甲的科森科技、穿云箭的领益智造等。 互联网金融：天地合一的宇信科技、蜀门三少张的四方精创、翩翩起舞的中油资本、小影子的华峰超纤、宁波海岸线的汇金科技。 化工：保卫总资产的惠通科技、昆鲁晋弥66金牛化工、暖石财经的川金诺。 | | 水晶球牛人选股比赛 | | | 精英组部分名单(第475期) | | | | --- | --- | --- | --- | --- | --- | --- | | 排名 | 选手 | 股票 | 最新价 | 参与周数 | 周均收益 ...

A股消费电子板块多数高开，朝阳科技涨停，歌尔股份涨超6%，立讯精密涨超5%，星星科技、蓝思科 技等跟涨。 ...