证券日报网讯兆驰股份（002429）9月30日在互动平台回答投资者提问时表示，公司的红外感知LED芯 片与传感器件可在机器人中应用于多个核心功能部位，包括：在头部及躯干前端，常配置该类器件以提 供红外补光，支撑低光环境下的成像与目标识别，同时可通过红外感应检测用户接近，触发交互唤醒功 能；在机械臂末端，依赖其实现物体距离定位与抓取过程中的碰撞规避，关节处则通过红外温度传感监 测温度，以实现电机过热保护；在底盘四周及底部，多采用红外传感阵列检测低矮障碍物(如电线、台 阶边缘)，并结合地面红外标识实现精准导航辅助，整体为机器人的环境感知精度与运行安全性提供技 术支撑。 ...

Group 1 - The core viewpoint of the article is that Zhao Chi Co., Ltd. (002429) is experiencing stable shipments in its optical devices and modules business, which is expected to enhance profitability due to vertical integration and cost advantages [1] Group 2 - The company is implementing a vertical integration strategy that encompasses "optical chips - optical devices - optical modules," which is gradually revealing cost advantages [1] - The scale effect from this integration is anticipated to further improve the profitability of the business [1]

Core Viewpoint - Zhaochi Co., Ltd. has experienced fluctuations in stock price and financial performance, with a notable decline in revenue and net profit for the first half of 2025, indicating potential challenges ahead for the company [1][2]. Financial Performance - As of June 30, 2025, Zhaochi Co., Ltd. reported a revenue of 8.483 billion yuan, a year-on-year decrease of 10.89% [2]. - The net profit attributable to shareholders was 661 million yuan, reflecting a year-on-year decline of 27.37% [2]. - The company's stock price has increased by 16.34% year-to-date, but has seen a decline of 2.80% over the past five trading days [1]. Shareholder Information - The number of shareholders as of June 30, 2025, was 100,600, an increase of 0.45% from the previous period [2]. - The average number of circulating shares per shareholder was 44,993, a decrease of 0.45% [2]. - The company has distributed a total of 1.944 billion yuan in dividends since its A-share listing, with 1.308 billion yuan distributed in the last three years [3]. Stock Market Activity - On September 30, 2025, Zhaochi Co., Ltd.'s stock price was 6.60 yuan per share, with a trading volume of 268 million yuan and a turnover rate of 0.89% [1]. - The company experienced a net outflow of 43.576 million yuan in principal funds, with significant selling pressure observed [1]. Business Overview - Zhaochi Co., Ltd. specializes in the research, development, manufacturing, sales, and service of home audio-visual and electronic products [1]. - The revenue composition includes 66.90% from multimedia audio-visual products and services, and 33.10% from the LED industry chain [1]. - The company is categorized under the household appliances sector, specifically in black household appliances and color TVs [1].

证券日报网讯兆驰股份（002429）9月26日在互动平台回答投资者提问时表示，公司将借助前沿科技力 量，全力推进自身创新发展与转型升级，促进行业变革。公司红外感知LED芯片及传感器件等相关部件 产品，可应用于机器人领域。 ...

证券日报网讯兆驰股份（002429）9月26日在互动平台回答投资者提问时表示，公司已构建起覆盖全球 的业务网络，除国内市场以外，业务范围已拓展至欧盟、北美、南美及亚洲等多个国家和地区。 ...

格隆汇9月26日丨兆驰股份(002429.SZ)在互动平台表示，公司红外感知LED芯片及传感器件等相关部件 产品，可应用于机器人领域。 ...

Company Overview - Zhaochi Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, and was established on April 4, 2005. The company was listed on June 10, 2010. Its main business involves the research, manufacturing, sales, and service of home audio-visual and electronic products [1]. - The company's revenue composition includes 66.90% from multimedia audio-visual products and services, and 33.10% from the LED industry chain [1]. Financial Performance - As of June 30, 2025, Zhaochi Co., Ltd. reported a revenue of 8.483 billion yuan, a year-on-year decrease of 10.89%. The net profit attributable to shareholders was 661 million yuan, down 27.37% year-on-year [2]. - The company has cumulatively distributed 1.944 billion yuan in dividends since its A-share listing, with 1.308 billion yuan distributed over the past three years [3]. Stock Market Activity - On September 26, Zhaochi's stock price fell by 2.02%, trading at 6.78 yuan per share, with a total market capitalization of 30.693 billion yuan [1]. - The stock has increased by 19.51% year-to-date, with a 0.73% decline over the last five trading days, a 21.29% increase over the last 20 days, and a 55.50% increase over the last 60 days [1]. - As of June 30, 2025, the number of shareholders was 100,600, an increase of 0.45% from the previous period, while the average circulating shares per person decreased by 0.45% to 44,993 shares [2]. Shareholder Composition - As of June 30, 2025, the largest circulating shareholder was Hong Kong Central Clearing Limited, holding 33.918 million shares, a decrease of 41.0538 million shares from the previous period. The Southern CSI 500 ETF ranked as the eighth largest circulating shareholder, holding 33.6596 million shares, an increase of 4.4558 million shares [3].

（文章来源：每日经济新闻） 兆驰股份（002429.SZ）9月26日在投资者互动平台表示，公司已构建起覆盖全球的业务网络，除国内市 场以外，业务范围已拓展至欧盟、北美、南美及亚洲等多个国家和地区。 每经AI快讯，有投资者在投资者互动平台提问：了解到贵公司加强与国际伙伴的合作，请问是否与欧 盟国家建立合作关系？ ...

Group 1 - The A-share market is recovering, leading to significant profits for fund investors, with 2.15 billion fund investors on the Ant Fund platform achieving cumulative profits [1] - Institutional investors have notably increased their holdings in active equity funds, with a rise of 54.1 billion yuan in asset scale and an increase of 27.1 billion fund shares by the end of the first half of the year [1] - West China Fund confirmed that a fund manager was caught gambling and has been dismissed from their position following administrative penalties [1] Group 2 - The China Coking Industry Association recommends a 30% production cut across the coking industry to maintain reasonable profit levels and healthy development [2] - Coking prices are set to increase, with specific price adjustments for various types of coke effective from September 26 [2] Group 3 - The global average selling price (ASP) of smartphones is projected to rise from $370 in 2025 to $412 in 2029, driven by high-end trends and the adoption of 5G technology [3] Group 4 - The Robotaxi sector is experiencing a surge in stock prices, with leading companies like Pony.ai and Baidu seeing significant increases in their stock values due to accelerated commercial applications [4] - The cobalt market is tightening due to export bans from the Democratic Republic of Congo, leading to a nearly 40% increase in cobalt prices this year [4] Group 5 - Starbucks plans to close underperforming stores in North America, reducing the number of company-operated stores by approximately 1% by fiscal year 2025, while also cutting about 900 non-retail positions to invest in store operations [5] Group 6 - ByteDance has denied rumors of preparing for an IPO in Hong Kong, urging caution against misinformation regarding "Byte concept stocks" [6] Group 7 - Shanghai Forever Bicycle Company has stated that products like "Forever Rabbit" are not associated with the company and will pursue legal action against unauthorized use of its trademark [7] Group 8 - Horizon Robotics plans to raise approximately 6.339 billion HKD through a share placement to expand its overseas market and support advanced driver assistance solutions [9] Group 9 - Dragon Big Food announced that 0.70% of shares held by its controlling shareholder are under judicial freeze, but this will not affect the company's operations or governance [10] Group 10 - Zhaochi Co. has completed the R&D design of its 1.6T OSFP DR8 optical module, with plans to launch samples by the end of 2025 [11] - Jingchen Co. has submitted an application for H-share listing on the Hong Kong Stock Exchange [12]

Core Insights - On September 24, 2023, Zhao Chi Co., Ltd. saw a stock price increase of 2.65% with a trading volume of 1.074 billion yuan [1] - The company reported a financing buy-in of 176 million yuan and a financing repayment of 230 million yuan on the same day, resulting in a net financing outflow of 53.72 million yuan [1] - As of September 24, the total margin balance for Zhao Chi Co., Ltd. was 1.414 billion yuan, indicating a high level of financing activity [1] Financing Summary - On September 24, Zhao Chi Co., Ltd. had a financing buy-in of 176 million yuan, with a current financing balance of 1.407 billion yuan, representing 4.46% of its market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of leverage [1] Securities Lending Summary - On September 24, the company repaid 423,200 shares in securities lending and sold 74,300 shares, amounting to 517,900 yuan based on the closing price [1] - The remaining securities lending balance was 1.0615 million shares, with a total value of 739,870 yuan, also above the 90th percentile of the past year [1] Company Overview - Zhao Chi Co., Ltd. was established on April 4, 2005, and went public on June 10, 2010 [1] - The company specializes in the research, manufacturing, sales, and service of home audio-visual and electronic products, with revenue composition of 66.90% from multimedia audio-visual products and services, and 33.10% from the LED industry chain [1] Financial Performance - As of June 30, 2025, Zhao Chi Co., Ltd. had 100,600 shareholders, an increase of 0.45% from the previous period [2] - For the first half of 2025, the company reported revenue of 8.483 billion yuan, a year-on-year decrease of 10.89%, and a net profit attributable to shareholders of 661 million yuan, down 27.37% year-on-year [2] - The company has distributed a total of 1.944 billion yuan in dividends since its A-share listing, with 1.308 billion yuan distributed over the past three years [2] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the seventh-largest shareholder, holding 33.918 million shares, a decrease of 41.0538 million shares from the previous period [2] - The Southern CSI 500 ETF was the eighth-largest shareholder, holding 33.6596 million shares, an increase of 4.4558 million shares from the previous period [2]