证券代码：002415 证券简称：海康威视 公告编号：2025-043 号 杭州海康威视数字技术股份有限公司 2025 年半年度权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、杭州海康威视数字技术股份有限公司（以下简称"公司"）2025 年中期 分红方案已获 2025 年 9 月 23 日召开的 2025 年第一次临时股东大会审议通过， 同意以公司实施 2025 年中期分红方案股权登记日时享有利润分配权的股本总额 为基数（即公司现有总股本 9,164,871,550 股），向全体股东每 10 股派发现金红 利 4.00 元（含税），不送红股，不以资本公积转增股本。公司本次现金分红的总 金额为 3,665,948,620.00 元。 2、自本次利润分配方案披露至实施期间，公司完成了股份回购事项并注销 完成已回购的股份 68,326,776 股，公司总股本已变更为 9,164,871,550 股。公司 将按照每股分配比例固定不变的原则实施本次权益分派事项。 一、股东大会审议通过权益分派方案情况 1、公司 2025 年中期分红方案已 ...

Core Viewpoint - Hikvision has expanded its industrial strategy from security to a comprehensive industrial ecosystem, leveraging its technological advancements in "IoT perception + AI" to enhance manufacturing processes and create new value opportunities [3][4][31]. Group 1: Industrial Entry and Development - Hikvision's entry into the industrial sector is not a mere trend-following move but a natural evolution of its technological capabilities, having started with industrial cameras as early as 2015 [12][13]. - The company has developed a product matrix of over 30,000 hardware models, integrating various sensing technologies to address the digitalization needs of the industrial sector [13][20]. - China's industrial landscape, with its vast and diverse manufacturing base, is experiencing a pressing need for digital transformation to improve quality, efficiency, and cost reduction [15][16]. Group 2: Technological Integration - The synergy between "IoT perception" and AI forms a competitive advantage for Hikvision, enabling it to tackle numerous challenges in industrial digitalization [18][24]. - Hikvision's comprehensive sensing capabilities allow it to monitor critical equipment conditions, ensuring predictive maintenance and operational continuity [20][21]. - The company has successfully implemented its integrated sensing technologies in various industries, such as coal and metal, demonstrating significant improvements in operational efficiency and safety [22][30]. Group 3: Practical Applications and Industry Impact - Hikvision has utilized its own manufacturing base as a testing ground for its digitalization technologies, creating a model for other industries to follow [28][29]. - The company has achieved notable advancements in quality control and logistics through its AI-driven solutions, significantly enhancing operational accuracy and efficiency [34]. - Hikvision's ongoing commitment to innovation in "IoT perception + AI" positions it as a key player in the industrial digitalization landscape, driving the transition from basic digitalization to advanced intelligent manufacturing [31][33].

Group 1 - Alibaba officially announced a partnership with Nvidia for Physical AI at the 2025 Alibaba Cloud Conference, indicating a significant move in the AI sector [1] - The Ministry of Commerce and eight other departments issued guidelines to promote digital consumption, encouraging innovation in AI terminal products such as smartphones, computers, and wearable devices [1] - The AI sector showed strong performance, with the AI theme index rising significantly, reflecting a positive market sentiment towards AI investments [1] Group 2 - As of September 25, 2025, the CSI Artificial Intelligence Theme Index (930713) rose by 2.98%, with notable gains in constituent stocks such as Kunlun Wanwei (up 13.74%) and Inspur Information (up 9.99%) [2] - The AI Artificial Intelligence ETF (512930) increased by 3.12%, with a recent price of 2.25 yuan, and has seen a cumulative increase of 3.03% over the past week [2] - The management fee for the AI Artificial Intelligence ETF is 0.15%, and the custody fee is 0.05%, making it one of the lowest in comparable funds [2] Group 3 - As of August 29, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index accounted for 60.82% of the index, with companies like Xinyi Technology and Cambricon leading the list [3] - The top ten stocks include Xinyi Technology (6.52%), Zhongji Xuchuang (6.71%), and Cambricon (6.45%), indicating a concentration of investment in these key players [5]

Core Insights - Hikvision's stock increased by 2.24% on September 24, with a trading volume of 2.461 billion yuan [1] - The company reported a net financing purchase of 40.47 million yuan on the same day, with a total financing and securities balance of 3.413 billion yuan [1][2] - As of June 30, 2025, Hikvision's revenue reached 41.818 billion yuan, marking a year-on-year growth of 1.48%, while net profit attributable to shareholders was 5.657 billion yuan, up 11.71% year-on-year [2] Financing and Securities - On September 24, Hikvision had a financing buy-in of 296 million yuan, with a financing balance of 3.362 billion yuan, accounting for 1.18% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of activity [1] - The company also reported a securities lending situation where 58,500 shares were repaid and 34,800 shares were sold, with a total selling amount of 1.0778 million yuan [1] Shareholder Information - As of June 30, 2025, Hikvision had 413,900 shareholders, an increase of 21.65% from the previous period [2] - The average number of circulating shares per shareholder decreased by 17.72% to 22,019 shares [2] - The company has distributed a total of 64.836 billion yuan in dividends since its A-share listing, with 21.383 billion yuan distributed in the last three years [3] Institutional Holdings - As of June 30, 2025, Huatai-PB CSI 300 ETF was the eighth largest circulating shareholder, holding 65.9419 million shares, an increase of 5.4817 million shares from the previous period [3] - E Fund CSI 300 ETF entered the top ten circulating shareholders with a holding of 46.9143 million shares [3] - Hong Kong Central Clearing Limited has exited the list of top ten circulating shareholders [3]

Group 1 - Alibaba is actively promoting the construction of AI infrastructure with an investment of 380 billion and plans for additional funding [1] - The IPO of Moore Threads on the Sci-Tech Innovation Board is scheduled for September 26, with several GPU companies expected to initiate listings within the year [1] - Huawei's rotating chairman shared plans for the Ascend chip series, with the Ascend 950PR chip expected to launch in Q1 2026 and the Ascend 960 chip in Q4 2027 [1] Group 2 - The domestic AI industry chain is accelerating, with expectations for a spiral growth in large models, computing power, and applications [2] - The CSI Artificial Intelligence Theme Index (930713) has seen a strong increase of 1.79%, with notable gains in constituent stocks such as Lianqi Technology (up 7.53%) and iFlytek (up 6.47%) [2] - The AI Artificial Intelligence ETF (512930) has risen by 1.73%, with a recent price of 2.18 yuan, and has a management fee of 0.15%, the lowest among comparable funds [2] Group 3 - As of August 29, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index account for 60.82% of the index, including companies like Xinyi Technology and Cambricon [3] - The top ten stocks by weight include Zhongji Xuchuang, Xinyi Technology, and iFlytek, with varying performance and weight percentages [4]

Core Viewpoint - The A-share market appears bullish on the surface, but underlying currents indicate significant divergence among investment styles and logic, leading to a "purging" of weaker stocks [1] Group 1: Market Dynamics - There is an unprecedented level of divergence between sectors, with high-valued tech stocks remaining strong while blue-chip and white-horse stocks decline sharply [1] - Approximately 70% of individual stocks are either stagnant or declining, highlighting a symbolic distinction between "old stocks" and "new stocks" [1] Group 2: Performance of Key Stocks - "Old stocks" such as liquor, real estate, coal, electricity, banks, and insurance are underperforming, while "new stocks" in AI, computing power, semiconductors, and robotics are thriving [3] - For instance, stocks like Midea Group and Kweichow Moutai have seen minimal gains or losses, while companies like Shenghong Technology and Dongxin Co. have experienced significant increases of 696.45% and 407.03%, respectively [3] Group 3: Industry Challenges - The liquor industry is facing a downturn, with a 0.9% decline in revenue to 239.7 billion yuan in the first half of the year, and a 5% drop in the second quarter due to a "ban on alcohol" [6][7] - Only 6 out of 23 listed liquor companies reported positive revenue and net profit growth, indicating a severe contraction in the sector [6] Group 4: Investment Trends - Investors are increasingly shifting focus from traditional sectors to technology, with notable figures like Lin Yuan publicly acknowledging investments in AI and semiconductor companies [8][9] - The current bull market is characterized by a lack of fundamentals, with capital flows driven more by narrative and "mind monopoly" rather than earnings per share (EPS) [9] Group 5: Future Outlook - The AI and semiconductor sectors are seen as having the potential for strong customer loyalty and ecological monopolies, similar to established brands in the liquor industry [12] - However, there are concerns about the sustainability of current valuations, as many companies in these sectors may not survive the inevitable market corrections [16]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002415 证券简称：海康威视 公告编号：2025-041号 杭州海康威视数字技术股份有限公司 2025年第一次临时股东大会决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 2、会议召开地点：杭州市滨江区物联网街518号海康威视公司会议室。 3、会议召开方式：采用现场表决与网络投票相结合的方式召开。 4、会议召集人：公司董事会。 1、本次股东大会不存在增加、变更或否决提案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、本次股东大会的召开时间： （1）现场会议时间：2025年9月23日15:00。 （2）网络投票时间：2025年9月23日。其中，通过深圳证券交易所交易系统进行网络投票的时间为2025 年9月23日的交易时间，即9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统的 投票时间为2025年9月23日上午9:15至下午15:00期间的任意时间。 5、会议主持人：公 ...

Core Viewpoint - The Information Technology ETF (159939) opened at a decline of 0.77%, priced at 0.908 yuan, indicating a negative market sentiment towards the technology sector [1] Group 1: ETF Performance - The Information Technology ETF (159939) has a performance benchmark of the CSI All Share Information Technology Index, managed by GF Fund Management Co., Ltd. [1] - Since its inception on January 8, 2015, the ETF has achieved a return of 82.60%, with a recent one-month return of 13.71% [1] Group 2: Major Holdings Performance - Key stocks within the ETF include: - Luxshare Precision: down 2.24% - SMIC: down 1.27% - BOE Technology Group: down 0.48% - Northern Huachuang: up 0.76% - Haiguang Information: up 0.52% - Cambrian: down 1.51% - iFlytek: down 0.77% - OmniVision Technologies: down 0.70% - Zhongke Shuguang: up 0.31% - Hikvision: down 0.36% [1]

Core Insights - The 2025 China International Industrial Expo showcased emerging technologies and innovative solutions in the industrial sector, with Hikvision participating under the theme "IoT Perception + AI, Accelerating Digitalization in Industrial Scenarios" [1] Group 1: Product Offerings - Hikvision presented over a hundred "IoT Perception + AI" hardware and software products aimed at enhancing digitalization in various industrial applications [2] - The company has expanded its perception technologies over the past 20 years, integrating visible light, infrared, millimeter-wave radar, X-ray, and acoustic sensing to create a comprehensive sensing capability [2] - The products cover various applications including quality inspection, equipment management, production operations, and safety production [2] Group 2: Advanced Technologies - The integration of AI with IoT perception technologies has significantly improved the intelligence of Hikvision's products, enabling smart applications across multiple industries [2] - The development of large model technology has expanded product capabilities, with Hikvision's "Guanlan" large model enhancing perception and cognitive intelligence [3][4] - The industrial safety series cameras utilize visual large models to accurately detect personnel presence and prevent accidents, with a response time as low as 100 milliseconds [3] Group 3: Practical Applications - At the expo, visitors experienced real-time monitoring of packaging processes using the large model, which identifies errors in component placement during assembly [4] - The quality control applications showcased have been implemented at Hikvision's manufacturing base, improving efficiency by eliminating manual checks for component readiness [5] - In safety production, Hikvision employs a multi-modal approach to identify compliance and detect potential hazards across various operational dimensions [5]

证券日报网讯9月23日晚间，海康威视（002415）发布公告称，选举王丹女士为公司第六届董事会职工 代表董事。 ...