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].

Group 1: Industry Outlook and Company Positioning - The company is optimistic about the future market potential of smart glasses combined with AI technology, highlighting its extensive business layout in hardware development and related precision components [1] - The company plans to continuously optimize its business structure and enhance competitiveness while deepening cooperation with leading domestic and international clients [2] - The company anticipates rapid growth in AI smart glasses products, driven by advancements in AI technology and related optical and micro-display technologies [2] Group 2: Financial Performance and Shareholder Engagement - The company has implemented a stock repurchase plan to stabilize its stock price, which is currently ongoing [2] - The company’s production and operational conditions are normal, with performance updates available in future regular reports [2] - The stock option incentive plan involves a large number of key management and technical personnel, aimed at aligning individual and company interests to enhance employee engagement and value creation [4] Group 3: Strategic Adjustments and Global Operations - The company is closely monitoring international trade policy changes and optimizing its global business layout, with disclosures to follow as necessary [3] - The company is progressing with the listing of its subsidiary, Goer Micro, in accordance with regulatory requirements [3]

Goertek Inc. 2024 Environmental, Social and Governance (ESG) Report Environmental, Social and Governance (ESG) Report 2024 Goertek Inc. Stock Code: 002241 Contents | About the Report | 01 | | --- | --- | | Chairman's Statement | 02 | | About the Company | 03 | | ESG Management | 07 | Appendix 78 Responsibility in Cultivating Momentum for Growth | Corporate Governance | 11 | | --- | --- | | Risk Management | 15 | | Business Ethics | 18 | | Intellectual Property Protection | 20 | | Information Security and Pr ...

证券代码：002241 证券简称：歌尔股份 公告编号：2025-041 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。 为进一步加强与投资者的互动交流，歌尔股份有限公司（以下简称"公司"） 将参加由山东证监局、山东上市公司协会与深圳市全景网络有限公司联合举办的 "2025 年山东辖区上市公司投资者网上集体接待日活动"，现将相关事项公告如 下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）、关注微信公众号（名称：全景财经）或下载全景路演 APP 参 与本次互动交流。活动时间为 2025 年 5 月 15 日（星期四）15:00-16:30。届时公 司董事长姜滨先生、财务总监李永志先生及董事会秘书徐大朋先生将在线就公司 2024 年度业绩、公司治理、发展战略、经营状况、股权激励和可持续发展等投资 者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与。 特此公告。 歌尔股份有限公司董事会 二○二五年五月十四日 关于参加 2025 年山东辖区上市公司投资者 网上集体接待日活动的公告 ...

Group 1 - The core point of the news is the upcoming pre-sale of Raytheon AI smart glasses, starting at a price of 1999 yuan, with advanced features such as 1080P video recording and AI functionalities [1] - The smart glasses are equipped with a 5-microphone array for precise audio capture and include popular software like DeepSeek and Huoshan's intelligent language model for AI voice assistance, real-time translation, and image recognition [1] - Raytheon Technology announced the establishment of an intelligent glasses industry ecosystem alliance with several companies to promote innovation and popularization of smart glasses technology [1] Group 2 - In Q1 2025, global AI smart glasses sales reached 600,000 units, marking a year-on-year increase of 216%, with expectations for continued growth in the market [2] - Counterpoint Research forecasts that the global smart glasses market will see over 60% year-on-year growth by 2025, maintaining a compound annual growth rate of over 60% from 2025 to 2029 [2] - Major manufacturers are accelerating the development of AI smart glasses, with new products expected from companies like Xiaomi and ByteDance in the second quarter of 2025 [2] Group 3 - The first AI smart glasses industry summit was held in Shenzhen on August 23, 2024, leading to significant stock movements in the VR & AR sector, with leading company Skyworth Digital seeing a nearly 70% increase in stock price over two weeks [5] Group 4 - Related concept stocks include manufacturers like Xiaomi Group and Raytheon Technology, as well as various suppliers and component manufacturers such as GoerTek, Hengxuan Technology, and Crystal Optoelectronics [7]

Flash | 08 May 2025 12:20:00 ET │ 12 pages GoerTek (002241.SZ) New ESOP Announced; Restated Same KPI For 2025/26 CITI'S TAKE GoerTek released 2025 ESOP (Draft) on 8th May. We noted that: (1) the 2025/2026 financial performance target is the same with the 2023 ESOP. (2) 2025 revenue target is 41%/35% higher than CitiE/VAe, and NP target is 26%/22% below CitiE/VAe. (3) 2026 revenue target is 59%/46% higher than CitiE/VAe, and NP target is 26%/17% below CitiE/VAe. (4) The exercise price is set to be Rmb22.10, ...

| 件不存在虚假记载、误导性陈述或者重大遗漏的承 | | | | | | --- | --- | --- | --- | --- | | 诺；激励对象有关披露文件存在虚假记载、误导性 | | | | | | 陈述或者重大遗漏导致不符合授予权益或行使权益 | | | | | | 情况下全部利益返还公司的承诺。上市公司权益回 | | | | | | 购注销和收益收回程序的触发标准和时点、回购价 | | | | | | 格和收益的计算原则、操作程序、完成期限等。 | | | | | | 绩效考核指标是否符合相关要求 | | | | | | 23 | 是否包括公司业绩指标和激励对象个人绩效指标 | 是 | | | | 指标是否客观公开、清晰透明，符合公司的实际情 | 24 | 是 | | | | 况，是否有利于促进公司竞争力的提升 | | | | | | 以同行业可比公司相关指标作为对照依据的，选取 | 25 | 不适用 | | | | 的对照公司是否不少于 | 3 | 家 | | | | 26 | 是否说明设定指标的科学性和合理性 | 是 | | | | 限售期、行权期合规性要求 | | | | | | 限制性股票 ...

歌尔股份有限公司 2025 年股票期权激励计划（草案） 歌尔股份有限公司 2025年股票期权激励计划（草案） 二〇二五年五月 歌尔股份有限公司 2025 年股票期权激励计划（草案） 声 明 本公司及全体董事、监事保证本激励计划及其摘要内容不存在虚假记载、误导性陈述或 重大遗漏，并对其真实性、准确性、完整性承担个别和连带的法律责任。 本公司所有激励对象承诺，公司因信息披露文件中有虚假记载、误导性陈述或者重大遗 漏，导致不符合授予权益或行使权益安排的，激励对象应当自相关信息披露文件被确认存在 虚假记载、误导性陈述或者重大遗漏后，将由本激励计划所获得的全部利益返还公司。 1 歌尔股份有限公司 2025 年股票期权激励计划（草案） 特别提示 1、《歌尔股份有限公司2025年股票期权激励计划（草案）》（以下简称"本激励计划"） 系歌尔股份有限公司（以下简称"公司"或"歌尔股份"）依据《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 司股权激励管理办法》（以下简称"《管理办法》"）、《深圳证券交易所上市公司自律监管 指南第1号——业务办理》及其他有关法律、 ...

2025 年股票期权激励计划激励对象名单 一、激励对象拟获授的股票期权分配情况 | 姓名 | 职务 | 获授的股票期权数量 | 占授予股票期权总数 | | | --- | --- | --- | --- | --- | | | | (万份) | 的比例 | | | 公司及子公司重要管理骨干、业务骨干 | | 6,806 | | 100% | | （6,302 人） | | | | | | 合计 | | 6,806 | | 100% | 注：不包括监事、董事、高级管理人员，亦不包括单独或合计持有上市公司 5% 以上股份的股东或实际控制人及其配偶、父母和子女。 二、激励对象名单 歌尔股份有限公司 | 序号 | 姓名 | 职务 | 序号 | 姓名 | 职务 | | --- | --- | --- | --- | --- | --- | | 1 | 张军 | 业务骨干 | 3152 | 王立 | 管理骨干 | | 2 | 姚绍阳 | 管理骨干 | 3153 | 张龙 | 业务骨干 | | 3 | 孙锴 | 管理骨干 | 3154 | 冯殿德 | 业务骨干 | | 4 | 孙冠楹 | 业务骨干 | 3155 | 杨传龙 ...