A股苹果概念股走强，蓝思科技涨13%，立讯精密涨停，歌尔股份、鹏鼎控股、东山精密、工业富联等 多股涨超9%。 ...

分析人士指出，此次回购计划不仅彰显管理层对公司长期价值的信心，亦有助于在二级市场波动中稳定 投资者信心。当前，消费电子行业正处于技术创新与需求复苏的交织期，歌尔股份通过回购强化激励， 或为其下一阶段技术突破与市场扩张注入新的动能。 值得关注的是，在近期A股市场出现非理性波动后，国内上市公司正掀起一波"护盘"浪潮。以山东区域 为例，以歌尔股份为代表的多家上市公司迅速采取行动，通过发布股份回购、股东增持等公告，积极传 递市场信心。这些企业以实际行动稳定市场预期，通过优化资本结构、强化股东回报、布局新质生产力 等举措，不仅反映了企业对自身价值的信心，也体现了它们在当前经济环境下护航市场健康发展的责任 感和使命感。 4月9日晚间，歌尔股份(002241.SZ)发布公告称，公司董事长姜滨提议以自筹资金或其他合法资金，通 过集中竞价交易方式回购公司股份，回购资金总额不低于人民币5亿元且不超过10亿元。 歌尔股份表示，此次股份回购用于实施员工持股计划或股权激励，以优化激励制度，激活创新文化。当 前虽有短期波动，但管理层和全体员工对公司长期健康发展充满信心，希望也将信心传递给投资者。 此外，2月26日晚间歌尔股份公告称公司控 ...

每经记者 赵李南 每经编辑 马子卿 4月9日，A股上市公司密集披露应对美国关税政策的公告。 宸展光电坦言关税对产业链冲击广泛，但公司已经通过泰国、墨西哥等海外生产基地进行布局。光弘科 技宣布收购法国企业AC公司，加速墨西哥、欧洲、非洲产能落地。同时，多家上市公司开启"护盘模 式"，大蓝筹股美的集团、中远海控等已经开始入场回购。 宸展光电等多家公司披露海外布局情况 宸展光电（SZ003019，股价26.38元，市值46.08亿元）称，本次关税加征属全球性事件，对产业中几乎 所有参与者皆有影响。据此，评估本事件对公司影响时，需将竞争对手生产地被课征的关税率纳入综合 考虑。宸展光电表示，从2024年开始公司已在泰国建设生产基地，并在年底前量产。据悉，宸展光电出 口至美国的产品，已有70%由泰国生产，因泰国被课征的关税率相对较低，在整个竞争环境中，公司受 影响程度相对低。此外，通过泰国出货的商品入关美国时所发生的关税主要是由进口商（客户端）支 付。 江丰电子（SZ300666，股价68.71元，市值182.31亿元）表示，2024年公司出口美国的产品收入占公司 总营业收入的比例约为1.19%，占比较低。因此，本次美国 ...

Group 1 - The core viewpoint of the article highlights that after a significant shareholding increase plan was disclosed in February, the chairman of GoerTek proposed a share buyback plan amid a wave of buybacks in the A-share market [1] - GoerTek plans to repurchase shares with a total fund amount not less than 500 million yuan (approximately 71 million USD) and not exceeding 1 billion yuan (approximately 142 million USD) [1] - The purpose of the share buyback is to be used for employee stock ownership plans or equity incentive plans [1] Group 2 - GoerTek emphasizes its strong operational status and long-term investment value, stating that competition in the consumer electronics sector has evolved into a comprehensive battle of ecosystems rather than just hardware [1] - The company positions itself as a key driver in the development of AI and the metaverse, leveraging its advantages in hardware manufacturing, technological innovation, and ecosystem collaboration [1] - Despite short-term market volatility, the management expresses confidence in the company's long-term healthy development and aims to convey this confidence to investors [2] Group 3 - The recent announcement by the U.S. to impose "reciprocal tariffs" on all trading partners is expected to have limited direct impact on GoerTek, as the consumer electronics industry typically uses FOB terms, with import tariffs generally borne by importers [1] - The A-share market has seen a surge in buyback announcements from over a hundred listed companies, which has boosted market confidence [2] - Analysts believe that multiple positive factors will ensure the long-term upward trend of the Chinese capital market, with current low valuations and stable fundamentals enhancing investment attractiveness [2]

证券代码：002241 证券简称：歌尔股份 公告编号：2025-023 歌尔股份有限公司 关于董事长提议回购公司股份的提示性公告 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9日收到公司董事长姜 滨先生的《关于提议回购公司股份的函》，具体内容如下： 一、提议人基本情况及提议时间 基于对公司未来发展的信心和对公司长期价值的认可，为进一步完善公司长 效激励机制，有效地将股东利益、公司利益和核心团队个人利益结合在一起，促 进公司的长远发展，提议回购公司部分股份用作员工持股计划或股权激励计划。 三、提议人提议回购股份的种类、用途、方式、价格区间、数量、占公司总 股本的比例及拟用于回购的资金总额。 （一）提议回购股份的种类 公司已发行的人民币普通股（A 股）。 （二）提议回购股份的用途 提议人姜滨先生于2025年4月9日向公司提议回购公司股份。截至本公告日， 姜滨先生持有公司股份287,397,406股，占2025年3月31日公司总股本的8.23%，为 公司实际控制人、董事长及持股5%以上股东。 二、提议回购股份的 ...

歌尔股份（002241）公告，公司于2025年4月9日收到董事长姜滨的提议，回购公司部分股份用作员工持 股计划或股权激励计划。回购资金总额不低于5亿元且不超过10亿元，价格上限不高于董事会审议通过 回购股份方案决议前三十个交易日公司股票交易均价的150%，实施期限自董事会审议通过最终回购股 份方案之日起不超过十二个月。提议人姜滨持有公司8.23%股份，回购股份种类为人民币普通股(A股)， 资金来源为自筹资金或其他合法资金。 ...

A股苹果概念股持续走低，东山精密连续4个交易日跌停，歌尔股份、工业富联、领益智造、鹏鼎控 股、立讯精密等跟跌。 ...

Group 1: Industry Overview - The global consumer electronics industry is experiencing a multi-dimensional recovery driven by the AI hardware revolution, with VR/MR headset shipments expected to reach 9.6 million units in 2024, a year-on-year increase of 8.8% [1] - The integration of AI large models with display technologies like waveguides and MicroLED is accelerating the evolution of smart glasses from entertainment tools to productivity tools, marking the beginning of a "battle of hundreds of glasses" [1] - The smartphone remains a crucial hardware product for AI technology implementation, with global smartphone shipments projected to reach 1.26 billion units in 2025, reflecting a 2.3% year-on-year growth [1] Group 2: AI and Metaverse Synergy - The collaborative evolution of AI and the metaverse has created a symbiotic relationship, where generative AI supports digital identity creation and virtual environment construction [2] - AI is expanding the boundaries of the metaverse, exemplified by AI agents like Luna, which autonomously operate multiple social media accounts and evolve through social interactions [2] - The metaverse provides a dynamic ecosystem for AI growth, offering a rich training sample library through user behavior data and interaction information [3] Group 3: Market Dynamics and Competition - Traditional smartphone manufacturers, internet giants, VR/AR companies, AI startups, and cross-industry players are competing in the "battle of hundreds of glasses" [4] - Major companies like Huawei, Xiaomi, and ByteDance are entering the AI glasses market, with Xiaomi targeting a production of 300,000 units by Q2 2025 [4] - The competition is expected to mature by 2025, with mainstream manufacturers completing product scenario validation and entering a phase of scaled production [4] Group 4: Company Spotlight - GoerTek - GoerTek is positioned as a key player in the AI and metaverse industry, providing essential technical and ecological support for the development and application of AI glasses and VR/AR technologies [5][8] - GoerTek holds a 70% market share in the high-end VR headset segment, serving as the exclusive manufacturer for top products like Meta Quest Pro and Sony PS VR2 [5] - The company is collaborating with major manufacturers like Xiaomi to develop AI glasses, with internal sales expectations set at 300,000 units [5] Group 5: Technological Advancements - GoerTek is building a strong technological moat through advancements in SiP packaging, acoustic technology, optical micro-displays, and smart sensing technologies [8][9] - The SiP module technology allows for the integration of high-performance processors and sensors in limited spaces, crucial for VR/AR devices [9] - GoerTek's acoustic technology enhances immersive experiences in the metaverse, while its optical micro-display innovations support lightweight and high-performance VR/AR devices [9][10] Group 6: Financial Performance - GoerTek reported a revenue of 100.95 billion yuan in 2024, a year-on-year increase of 2.41%, with a net profit of 2.665 billion yuan, reflecting a significant growth of 144.93% [11] - The company is expected to reach a critical point in its technology compounding curve, leveraging its technological reserves and ecological partnerships for future growth [11] - The ongoing advancements in AI and the metaverse are anticipated to provide GoerTek with new growth opportunities and potential valuation reassessment [11]

智通财经4月8日电，歌尔股份在互动平台表示，消费电子行业出口中较多采用FOB等条款，进口环节关 税一般由进口商承担，因此相关关税政策的直接影响较为有限。资本市场短期剧烈波动可以理解，但希 望大家看到公司通过长期创新研发和投入构建的核心竞争力，在"AI+元宇宙"领域内的战略布局和竞争 优势，和头部客户的长期战略合作和在相关产业链内的重要地位。虽有短期波动，但管理层和全体员工 对公司长期健康发展充满信心，希望也将信心传递给投资者。 歌尔股份：美国加征关税对公司直接影响有限 ...

点击 关注我们 报告发布日期：2025年4月7日 报告名称:《歌尔股份(002241.SZ) - 盈利能力回升全面拥抱AIOT终端新机遇 》 分析师：胡剑 S0980521080001/胡慧 S0980521080002/ 叶 子 S0980522100003 / 詹浏洋 S0980524060001 / 张大为 S0980524100002 联系人：连欣然 完整报告请扫描下方二维码 电声器件全球龙头，充分受益AIoT发展趋势 歌尔股份成立于2001年6月，以微型声学元器件起家，2010年公司切入北美大客户，进入爆发式增长期，2015 年，公司提出"精密零组件+智能硬件整机"战略，形成精密零组件、智能声学整机和智能硬件产品三大产品矩 阵（2024年公司三大板块营收分别占比14.9%、26.0%、56.7%），逐步成长为电声器件全球龙头。2024年公司 实现营业收入1009.54亿元(YoY +2.41%)，实现归母净利润26.65亿元(YoY +144.93%)，对应4Q24实现营业收入 313.08亿元(YoY +27.13%，QoQ +6.99%)，实现归母净利润3.20亿元(YoY +63.23%，Qo ...