湘财证券研报指出，2025年以来，消费电子延续复苏态势，人工智能技术的进步推动 AI 基建需求维持 高景气，同时，AI 技术在终端上的落地推动端侧硬件升级，推动端侧SOC、散热材料等零部件赛道景 气度高企。折叠屏手机新品不断发布，性能不断改善，价格持续下探，苹果有望发布折叠iPhone，推动 折叠屏手机渗透率持续提升，看好AI基建、端侧SOC、折叠屏手机供应链的投资机会。 消费电子ETF（159732）跟踪国证消费电子指数，主要投资于业务涉及消费电子产业的50家A股上市公 司，行业主要分布于电子制造、半导体、光学光电子等市场关注度较高的主流板块。其场外联接基金 为，A类：018300；C类：018301。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 8月4日临近午盘，A股三大指数走势分化，上证指数盘中上涨0.11%，国防军工、银行、机械设备等板 块涨幅靠前，医药生物、商贸零售跌幅居前。消费电子个股分化，截至10:59，消费电子ETF （159732.SZ）下跌0.81%，其成分股传音控股上涨3.65%，圣邦股份上涨2.52%，和而泰上涨1.75%，安 克创新上涨1.61%。然而，东 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002402 | 和而泰 | 25.14 | 3.29% | 94.84万 | 24.01亿 | | 001268 | 联合精密 | 28.16 | 2.14% | 3.00万 | 8459.84万 | | 831768 | 拾比佰 | 11.75 | 1.73% | 2.88万 | 3382.39万 | | 300279 | 和晶科技 | 7.28 | 1.68% | 17.31万 | 1.26亿 | | 000404 | 长机节度 | 7.29 | 1.67% | 14.33万 | 1.04亿 | | 603519 | 立電股份 | 12.22 | 1.66% | 2.46万 | 2991.03万 | | 603578 | 三星新材 | 13.70 | 1.48% | 2.84万 | 3875.41万 | | 603311 | 我想要你 | 11.56 | 1.40% | 3.80万 | 4371.63万 | | 002420 | 毅昌科技 | ...

Core Viewpoint - The company has completed the repurchase and cancellation of restricted stocks, affecting a total of 274,000 shares, which represents 0.0296% of the total share capital prior to the repurchase [2][20]. Summary by Sections Repurchase and Cancellation Details - The repurchase price for the restricted stocks was set at 7.5593 yuan per share, with a total repurchase fund amounting to 2,071,248.20 yuan [2][18]. - After the completion of the repurchase, the total number of shares of the company is 924,806,285 [2][20]. Procedures of the Restricted Stock Incentive Plan - The company held board and supervisory meetings on November 30, 2022, to approve the draft of the 2022 Restricted Stock Incentive Plan [2][3]. - The list of incentive objects was publicly announced from December 2 to December 12, 2022, with no objections received during the public notice period [3]. - The company conducted a self-inspection regarding insider trading by those involved in the incentive plan prior to the announcement [3]. Adjustments and Meetings - On January 4, 2023, the board approved adjustments to the list of incentive objects, reducing the number from 278 to 274, and agreed to grant a total of 18 million restricted stocks [5]. - The board held multiple meetings throughout 2023 and 2024 to discuss adjustments to the repurchase price and the cancellation of restricted stocks due to various reasons, including employee departures [6][8][10]. Impact of Repurchase - The repurchase and cancellation of restricted stocks will not adversely affect the implementation of the incentive plan or the company's financial status [22]. - The company's registered capital decreased from 925,080,285 yuan to 924,806,285 yuan following the repurchase [20][21]. Legal and Compliance - Legal opinions were provided by Beijing Junhe (Hangzhou) Law Firm regarding various aspects of the incentive plan and repurchase actions [4][6][8].

Core Points - As of July 31, 2025, Heertai's stock price closed at 24.34 yuan, down 1.62% from the previous trading day, with a trading volume of 1.673 billion yuan [1] - Heertai specializes in the research and manufacturing of smart controllers, with applications in consumer electronics, home appliances, and automotive electronics [1] - The company announced the completion of a partial repurchase and cancellation of restricted stock, involving 9 incentive recipients and totaling 274,000 shares, with a total repurchase amount of approximately 2.0712 million yuan [1] - On July 31, there was a net outflow of 214 million yuan in main funds [1]

证券日报网讯 7月31日晚间，和而泰发布公告称，深圳和而泰智能控制股份有限公司（以下简称"公 司"）本次回购注销的限制性股票数量为274，000股，占回购注销前公司总股本的0.0296%。本次回购 注销涉及9名激励对象，回购价格为7.5593元/股，回购资金总额为2，071，248.20元。本次回购注销完 成后，公司股份总数为924，806，285股。截至本公告披露日，上述限制性股票已在中国证券登记结算 有限责任公司深圳分公司办理完成注销手续。 （文章来源：证券日报） ...

证券代码：002402 证券简称：和而泰 公告编号：2025-056 深圳和而泰智能控制股份有限公司 1、深圳和而泰智能控制股份有限公司（以下简称"公司"）本次回购注销的限制性 股票数量为274,000股，占回购注销前公司总股本的0.0296%。本次回购注销涉及9名激 励对象，回购价格为7.5593元/股，回购资金总额为2,071,248.20元。本次回购注销完成后， 公司股份总数为924,806,285股。 2、截至本公告披露日，上述限制性股票已在中国证券登记结算有限责任公司深圳 分公司办理完成注销手续。 一、限制性股票激励计划已履行的程序 1、2022年11月30日，公司召开第六届董事会第三次会议和第六届监事会第三次会 议，审议通过了《关于<2022年限制性股票激励计划（草案）>及其摘要的议案》等相关 议案，公司独立董事对此发表了同意的独立意见，北京君合（杭州）律师事务所就此事 项 出 具 了 法 律 意 见 书 。 具 体 内 容 详 见 2022 年 12 月 2 日 登 载 于 巨 潮 资 讯 网 （www.cninfo.com.cn）的相关公告文件。 2、公司于2022年12月2日，通过巨潮资讯网 ...

证券日报网讯和而泰7月30日在互动平台回答投资者提问时表示，公司重视智能控制器在机器人领域的 应用，公司拥有人机交互技术及算法、视觉识别技术及算法、电机驱动控制、传感技术、电源技术的控 制等可应用在机器人方面的技术储备。目前公司产品已应用在扫地机器人、泳池清洁机器人等机器人领 域相关终端产品。在人形机器人方面也做了外延式布局，通过合伙企业持股了北京源络科技有限公司。 公司具体客户情况限于保密协议约定不便披露。 （文章来源：证券日报） ...

Group 1 - The company is currently constructing a new production base in Shenzhen, which is expected to produce various intelligent control products [2] - The planned product range includes smart controllers for home appliances, power tools, automotive electronics, and other intelligent product controllers [2]

瑞财经 钟鸣辰和而泰（002402）近日发布2025年半年度业绩预告，预计上半年净利增长65% - 85%。 据东方财富网数据，和而泰董事长刘建伟2024年所获薪酬为300万元，相较上年薪酬395.2万元降薪近四分之一。 刘建伟，男，1964年出生，中国国籍，无境外永久居留权，硕士研究生学历。曾任哈尔滨工业大学航天学院教授，哈尔滨工业大学深圳研究生院教授。现任 深圳市哈工交通电子有限公司董事，深圳和泰领航科技有限公司执行董事，深圳数联天下智能科技有限公司执行董事，深圳和而泰智和电子有限公司董事 长，深圳和而泰智能照明有限公司执行董事、总经理，深圳和而泰小家电智能科技有限公司执行董事，浙江和而泰智能科技有限公司执行董事、总经理，深 圳和而泰汽车电子科技有限公司执行董事、总经理，江门市胜思特电器有限公司董事长，深圳和而泰智能产品有限公司执行董事、总经理，杭州和而泰智能 控制技术有限公司执行董事，深圳和而泰智能科技有限公司执行董事，佛山市顺德区和而泰电子科技有限公司执行董事，深圳市和而泰前海投资有限公司董 事长、总经理，青岛国创智能家电研究院有限公司董事，H&T Intelligent Control Europe ...

Core Viewpoint - The company emphasizes the importance of smart controllers in the robotics sector, highlighting its technological capabilities in human-computer interaction, visual recognition, motor drive control, sensing technology, and power technology [1] Group 1: Technological Capabilities - The company possesses a range of technologies applicable to robotics, including human-computer interaction technology and algorithms, visual recognition technology and algorithms, motor drive control, sensing technology, and power technology [1] - These technologies have been applied in various robotic products such as vacuum cleaning robots and pool cleaning robots [1] Group 2: Strategic Investments - The company has made strategic investments in humanoid robotics through a partnership, acquiring shares in Beijing Yuanluo Technology Co., Ltd. [1]