据相关统计数据，2024年中国内地智能手机市场全年出货量达2.86亿台，同比增长5.6%，这是国内智能 手机出货量下降两年后首次恢复增长。除手机外，包括智能穿戴、平板电脑等在内的其他消费电子产品 也出现了明显的市场复苏迹象。 值得注意的是，得益于数码产品购新国家补贴政策的出台和实施，2025年我国消费电子市场的复苏进程 有望加速。有分析师认为，随着"国补"政策1月20日开始实施，多家手机厂商纷纷通过降价来抢占消费 电子市场。相比于汽车、家电"国补"已经实施数年，首次进入"国补"的消费电子将拉动更多消费者换新 机，消费电子"国补"政策不仅激活消费电子市场，还为整个产业链创造新的发展契机。此次"国补"预计 将拉动消费电子销售额增长3000亿元以上，2025年消费电子行业迎来重要发展机遇。 卓翼科技作为国内领先的消费电子制造企业，有望借助消费电子市场回升向上的势头，持续增强公司的 盈利能力。卓翼科技表示，未来公司将继续加大新产品研发力度，积极拓展市场，强化内部管理，不断 推动降本增效工作，同时还将着力提升信息化管理水平和费用管理水平，以此增强公司核心竞争力，提 升盈利水平。 据卓翼科技（002369）(002369 ...

免疫诊断方向，已基本完成覆盖高中低通量的仪器布局，包括三款全自动化学发光免疫分析仪 （Caris200、Wan200+、Wan100）以及配套115项试剂，满足临床检验各种应用场景的核心需求，公司 国产自研的一款高速化学发光免疫分析仪Wan600开发已经进入行政审批阶段，将进一步提升检测效率 和准确性。生化诊断方向，公司推出一款高通量全自动生化分析仪WanBC2800。 西部矿业2024年净利润同比增长5% -- 重点要闻– 万泰生物2024年净利润1.06亿元 万泰生物(603392.SH)发布2024年年报，致力于为我国临床医疗体系提供优质、全面的体外诊断解决方 案。2024年营业收入为22.45亿元，相较上年同比减少-59.25%；归属于上市公司股东的净利润1.06亿 元，同比减少91.49%；归属于上市公司股东的扣除非经常性损益的净利润-1.86亿元，同比减少 117.29%。 | | | | 甲 W: 儿 | 1114: Acch | | --- | --- | --- | --- | --- | | 主要会计数据 | 2024年 | 2023年 | 本期比上年 同期增减 | 2022年 | | | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002369 证券简称：卓翼科技 公告编号：2025-007 深圳市卓翼科技股份有限公司 关于控股股东、实际控制人 收到执行裁定书的提示性公告 公司控股股东、实际控制人夏传武先生保证向本公司提供的信息内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、广东省深圳市中级人民法院（以下简称"深圳中院"）作出《执行裁定书》（〔2025〕粤03执恢188号 之一）和广东省深圳市福田区人民法院（以下简称"福田法院"）作出《执行裁定书》（〔2024〕粤0304 执18021号之一），裁定变价、拍卖、变卖夏传武先生持有的公司股票总计70,753,930股。 2、截至本公告披露日，公司控股股东、实际控制人夏传武先生持有公司股份72,317,172股，占公司股份 总数的12.76%，将被变价、拍卖、变卖的公司股份为70,753,930股，占其所持公司股份数量的比例为 97.84%，占公司股份总数的12.48%。 3、本次变价、拍卖、变卖公司股份可能会导致公司实际控制人发生变化 ...

Core Viewpoint - The actual controller of Zhuoyue Technology, Mr. Xia Chuanwu, has been sentenced to seven years in prison for securities market manipulation and insider trading, along with a fine of 45 million RMB, which may lead to a change in the company's actual control but is not expected to significantly impact its operations [1][2]. Group 1 - Mr. Xia Chuanwu's illegal gains will be confiscated and turned over to the national treasury, and he has appealed the first-instance judgment [1]. - The Shenzhen Intermediate People's Court has ordered the auction of 70,753,930 shares held by Mr. Xia, which represents 97.84% of his holdings and 12.48% of the total shares of Zhuoyue Technology [1]. - The company has a well-established corporate governance structure and management system, which mitigates the impact of changes in the controlling shareholder on its operations [2]. Group 2 - The current chairman and general manager, Li Xingfang, has extensive experience and knowledge of the company's strategy and culture, ensuring continuity in management [2]. - The potential auction of Mr. Xia's shares may attract bidders who are optimistic about the company's future, possibly leading to beneficial resource integration for Zhuoyue Technology [2].

歌尔股份公告称，公司于2025年4月11日首次通过集中竞价交易方式回购公司股份664.09万股，占总股 本的0.19%，最高成交价为21.65元/股，最低成交价为20.82元/股，支付金额为1.41亿元（不含交易费 用）。 卓翼科技：控股股东、实际控制人夏传武因操纵证券市场罪、内幕交易罪获刑七年 卓翼科技公告称，公司收到控股股东、实际控制人配偶韦舒婷送达的广东省深圳市中级人民法院《刑事 判决书》。被告人夏传武犯操纵证券市场罪、内幕交易罪，决定执行有期徒刑七年，并处罚金人民币四 千五百万元。本次判决为一审判决，公司控股股东、实际控制人夏传武反馈已提起上诉，最终结果以广 东省高级人民法院所作出的二审判决为准。 今日焦点 歌尔股份：4月11日耗资1.41亿元首次回购664.09万股 金刚光伏：下属公司申请重整以化解债务危机 金刚光伏公告称，公司全资子公司或孙公司金刚羿德、欧昊电力、苏州型材及苏州金刚以不能清偿到期 债务且明显缺乏清偿能力为由，向法院申请重整。此举旨在通过重整程序统筹协调偿债资源、保障工作 效率，实现债务危机化解，保障债权人利益。该事项尚需提交公司股东大会审议。 美锦能源：终止重大资产重组事项 美锦能 ...

深圳市卓翼科技股份有限公司关于收到控股股东、实际控制人的《刑事判决书》暨诉讼进展的公告 证券代码：002369 证券简称：卓翼科技 公告编号：2025-008 深圳市卓翼科技股份有限公司 关于收到控股股东、实际控制人的《刑事判决书》 1、公司控股股东、实际控制人夏传武先生分别于 2018 年 5 月、2018 年 8 月辞去公司总经理、董事长等职务，辞职后不在公司担任具体职务，不会对公司 生产经营产生重大不利影响。 暨诉讼进展的公告 公司控股股东、实际控制人夏传武先生保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 深圳市卓翼科技股份有限公司（以下简称"公司"）于近日收到公司控股股 东、实际控制人配偶韦舒婷女士送达的广东省深圳市中级人民法院《刑事判决书》 （2022）粤 03 刑初 213 号、（2023）粤 03 刑初 278 号。现将有关情况公告如下： 一、本次诉讼的基本情况 公司于 2023 年 12 月 2 日披露了《关于控股股东、实际控制人被批准逮捕的 公告》（公告编号：2023-037），夏传武先 ...

深圳市卓翼科技股份有限公司关于控股股东、实际控制人收到执行裁定书的提示性公告 证券代码：002369 证券简称：卓翼科技 公告编号：2025-007 深圳市卓翼科技股份有限公司 关于控股股东、实际控制人收到执行裁定书的提示性公告 公司控股股东、实际控制人夏传武先生保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、广东省深圳市中级人民法院（以下简称"深圳中院"）作出《执行裁定 书》（〔2025〕粤 03 执恢 188 号之一）和广东省深圳市福田区人民法院（以下简 称"福田法院"）作出《执行裁定书》（〔2024〕粤 0304 执 18021 号之一），裁定 变价、拍卖、变卖夏传武先生持有的公司股票总计 70,753,930 股。 2、截至本公告披露日，公司控股股东、实际控制人夏传武先生持有公司股 份 72,317,172 股，占公司股份总数的 12.76%，将被变价、拍卖、变卖的公司股 份为 70,753,930 股，占其所持公司股份数量的比例为 97.84%，占公司股份总数 的 12.48%。 ...

卓翼科技：控股股东、实际控制人夏传武因操纵证券市场罪、内幕交易罪获刑七年 智通财经4月11日电，卓翼科技(002369.SZ)公告称，公司收到控股股东、实际控制人配偶韦舒婷送达的 广东省深圳市中级人民法院《刑事判决书》。被告人夏传武犯操纵证券市场罪、内幕交易罪，决定执行 有期徒刑七年，并处罚金人民币四千五百万元。夏传武已提起上诉，最终结果以广东省高级人民法院所 作出的二审判决为准。该判决为一审判决，对公司生产经营无重大不利影响。 ...

Summary of Conference Call Notes Company and Industry Overview - The conference call primarily discusses **卓翼科技 (Zhuoyue Technology)** and its operations in the **integrated machine (一体机)** sector, particularly in collaboration with **华为 (Huawei)** [1][5]. Key Points and Arguments 1. **Current Business Situation in Integrated Machines**: - 卓翼科技's business volume in the integrated machine sector is currently low, focusing mainly on communication devices like optical modems and routers. The collaboration with Huawei is primarily around these devices, with no large-scale cooperation in integrated machines yet, although 卓翼 has entered Huawei's supplier database [1]. 2. **R&D Team Size**: - The current R&D team consists of approximately 20 to 30 members, a reduction from over 100 previously. This reduction has created some shortcomings in front-end R&D, but卓翼's robust back-end manufacturing system remains a significant competitive advantage [2]. 3. **Profitability of OEM/ODM Business**: - The gross margin and net profit margin of 卓翼's OEM/ODM business align with the general conditions of the manufacturing industry. The company focuses on efficiency improvements and team collaboration to maintain competitiveness, achieving a capacity utilization and delivery capability of 90 out of 100 [3]. 4. **Assembly Costs and Market Expectations**: - The assembly cost for an integrated machine ranges from 150 to 300 yuan, with expectations that integrated machines will be a future trend [4]. 5. **Market Share and Competitive Advantages**: - 卓翼科技 anticipates capturing 50% of Huawei's integrated machine supply chain. Competitive advantages include a long-standing partnership with Huawei, a supply chain built to Huawei's standards, and recognized production capabilities [5]. 6. **Challenges in Production Standards**: - Huawei's integrated machine design emphasizes automation and semi-automation, requiring significant investment in equipment upgrades. This high standard poses challenges for suppliers in terms of capital investment and technological upgrades [7]. 7. **Order Timeline and Current Progress**: - Orders are expected to materialize in early Q2, with ongoing preparations. Initial order targets are between 10,000 to 15,000 units, starting with a gradual increase in delivery scale [8]. 8. **Rationale for New Project Introduction Amid Losses**: - Despite overall losses, particularly in the digital division, the Huawei division remains profitable. The decision to introduce the integrated machine project was based on a detailed assessment of labor costs and equipment return on investment [9]. 9. **Production Process and Key Technologies**: - The integrated machine utilizes the DeepSeek model, with production processes similar to optical modems. Key technology focuses on testing and aging systems, with an emphasis on automation throughout the production process [10]. 10. **Investment and Risk Assessment for Automation**: - Establishing an automated production line requires an investment of approximately 20 million yuan. However, if the standards are not met, the investment return could be uncertain [11]. Additional Important Information - The call highlights the importance of maintaining high standards and efficiency in production to meet Huawei's stringent requirements, which could significantly impact 卓翼科技's future growth and profitability in the integrated machine market [6].

Core Views - The article highlights significant economic and financial developments in China, including monetary policy adjustments, the establishment of investment funds, and regulatory measures to protect investors [4][5][6][7]. Group 1: Monetary Policy and Economic Measures - The People's Bank of China plans to adjust the reserve requirement ratio and interest rates based on domestic and international economic conditions, indicating there is still room for lowering the reserve requirement ratio [4]. - A national venture capital guidance fund will be established to support the growth of innovative enterprises, combining the cultivation of new and traditional industries [5]. - The Ministry of Finance will implement two new loan interest subsidy policies to stimulate consumer spending, particularly in sectors closely related to daily life [9]. Group 2: Regulatory Actions - The China Securities Regulatory Commission emphasizes strict regulation to protect investors, focusing on serious violations such as financial fraud and market manipulation [6]. - The regulatory framework will be enhanced across all stages of the market, including information disclosure and corporate governance [6]. Group 3: Industry Developments - The launch of the first general-purpose AI intelligent agent product, Manus, by the Monica team marks a significant advancement in AI technology [10]. - The European Central Bank has lowered key interest rates, aligning with market expectations, which may influence global financial conditions [11]. Group 4: Company Announcements - Water Crystal Optoelectronics plans to acquire a 95.6% stake in Guangdong Aikesi for approximately 323.5 million yuan, aiming to enhance its AR/VR business [14]. - Wuhan Holdings intends to purchase 100% of Wuhan Municipal Institute, which will diversify its business and create new revenue streams [15]. - Macro Shenghuayuan's subsidiary is a candidate for multiple procurement projects from the State Grid, with a potential value of approximately 1.354 billion yuan [21].