Market Performance - The market rebounded last week, with the China Securities Index rising by 1.99% to 1650.47 points [1][2] - The Shanghai Composite Index increased by 1.92%, the Shenzhen Component Index by 2.29%, and the ChiNext Index by 3.27% [2] Strong Stock Performances - Notable strong performers included: - Zhongji Xuchuang (300308) up by 13.55% - Shanghai Jahwa (600315) up by 9.31% - AVIC Shenyang Aircraft (600760) up by 8.25% - CATL (300750) up by 7.24% - Beitaini (300957) up by 6.01% [2] - Other stocks such as Hisense Home Appliances (000921), EVE Energy (300014), and Stone Technology saw gains exceeding 5% [2] Year-to-Date Stock Performance - Since the beginning of 2025, Shanghai Jahwa has surged by 51.39%, leading the gains [3] - Marumi Bio (603983) follows with a 50.59% increase, while Xintai (002294) and Anji Technology have both risen over 30% [3] Market Outlook - Positive factors are emerging as the market stabilizes, with expectations for gradual recovery in investor sentiment and stock performance [4] - The domestic economy is on a steady recovery path, supported by ongoing policy efforts [4] - The current A-share market is viewed as being in a high cost-performance zone, indicating medium to long-term investment value [4] - However, short-term market movements may remain volatile unless strong driving factors emerge [4]

Summary of the Conference Call for Visionox Co., Ltd. Company Overview - **Company**: Visionox Co., Ltd. - **Industry**: Education Technology and Smart Control Components Key Points and Arguments Revenue and Growth - In Q1 2025, Visionox reported a revenue of 5 billion yuan, representing a year-on-year growth of approximately 10% [4] - The company anticipates a 50% growth in learning machine revenue for 2025, aiming to enter the top five in market share [3] - The revenue target for home appliance controllers is set at 3 billion yuan, with a gross margin close to 20% [3][25] Product Performance - The interactive smart panel's gross margin stabilized in Q1 2025, returning to the same level as the previous year [7] - The education business experienced a recovery growth of about 16% [4] - The company’s smart control components and smart terminal applications are key focus areas for revenue generation [2] AI Education Initiatives - Visionox is focusing on AI education with products like the Classroom Intelligent Feedback System and the Hiwo AI Preparation platform, which has covered over 5,600 classrooms [2][5] - The Hiwo AI Preparation platform has started charging fees, with a target of registering millions of teacher users by Q3 2025 [2][6] - The Classroom Intelligent Feedback System is designed to generate feedback reports and optimization suggestions for teachers [15] Market Dynamics - The education information technology sector saw the addition of approximately 3,000 new classrooms in the last three months, leading to increased demand for equipment [11] - Schools are opting to install computing modules or replace screens, with equipment prices around 7,000 to 8,000 yuan, significantly impacting revenue [11] Strategic Developments - Visionox has launched the Meeting AI 2.0 solution to enhance AI capabilities in meeting records and task generation [22] - The company is pursuing partnerships with other AI firms to enhance educational content quality and expand its ecosystem [21] Future Outlook - The overall gross margin is expected to recover due to the rapid growth in smart control components and high-value AI products [26] - The company plans to continue developing new products and enhancing existing ones to meet market demands and improve competitiveness [20] Additional Insights - The Hiwo AI Preparation platform has received positive feedback at the National Education Equipment Exhibition, with claims of improving teacher preparation efficiency by 50% [14] - Visionox is also exploring the integration of student tablets and learning machines, although they may not fully merge [18] Conclusion Visionox Co., Ltd. is strategically positioned in the education technology sector, focusing on AI-driven solutions and smart control components. The company is experiencing growth in various segments and is actively pursuing partnerships to enhance its product offerings and market presence.

关于公司股份回购进展的公告 证券代码：002841 证券简称：视源股份 公告编号：2025-027 广州视源电子科技股份有限公司 关于公司股份回购进展的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有任 何虚假记载、误导性陈述或重大遗漏。 广州视源电子科技股份有限公司（以下简称"公司"）于 2024 年 7 月 26 日召开第五届董事会第三次会议，审议通过了《关于公司回购股份方案的议案》。 公司将以自有资金回购公司发行的人民币普通股（A 股）的部分社会公众股份， 回购资金总额不低于人民币 1 亿元（含），不超过人民币 2 亿元（含），回购价 格不超过人民币 43.65 元/股。本次回购的实施期限自公司董事会审议通过回购方 案之日起 12 个月内。具体内容详见 2024 年 7 月 27 日公司在巨潮资讯网 （www.cninfo.com.cn）披露的《第五届董事会第三次会议决议公告》（公告编号： 2024-037）、《关于公司回购股份方案的公告》（公告编号：2024-038）、《回 购股份报告书》（公告编号：2024-039）。 根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股 ...

关于举行2024年度网上业绩说明会的通知 证券代码：002841 证券简称：视源股份 公告编号：2025-028 广州视源电子科技股份有限公司 关于举行 2024 年度网上业绩说明会的通知 广州视源电子科技股份有限公司（以下简称"公司"）定于 2025 年 5 月 13 日（星期二）15 点至 17 点通过全景网举行 2024 年度网上业绩说明会。本次说 明会将采用网络远程的方式举行，投资者可登录全景路演天下（http://rs.p5w.net） 参与本次网上说明会。 公司出席本次网上说明会的人员为公司董事长王洋先生、副董事长兼总经理 周开琪先生、独立董事刘运国先生、财务负责人胡利华先生、董事会秘书费威先 生。 为充分尊重投资者、提升交流的针对性，现就 2024 年度网上业绩说明会提 前向投资者公开征集问题，广泛听取投资者的意见和建议。投资者可于 2025 年 5 月 12 日（星期一）17 点前访问 http://ir.p5w.net/zj 或扫描下方二维码，进入问 题征集专题页面。公司将在 2024 年度网上业绩说明会上，在信息披露允许的范 围内对投资者普遍关注的问题进行回答。 欢迎广大投资者积极参与本次 ...

Core Insights - The 137th China Import and Export Fair (Canton Fair) showcases numerous "AI+" products, highlighting the increasing global interest in Chinese technology companies and their innovative solutions [1][8] - Visionox Technology Co., Ltd. presents six major scenario solutions including smart living, smart meetings, smart education, smart office, and smart retail, attracting over 200 inquiries from global buyers [1][2] Company Overview - Visionox emphasizes providing complete scenario solutions rather than just products, focusing on user experience and the application of technology to empower various aspects of business and social life [2] - The company is recognized as a significant player in the new display industry, with its main control board cards accounting for 30% of global television sales [2] Product Highlights - The smart living experience area at the fair is particularly popular, featuring the Hiwo Parent-Child Screen, which integrates touch interaction, human-machine interaction, motion sensing, and AI capabilities [5] - Visionox's rapid growth in the overseas market for home appliances is attributed to its technological advancements, supply chain advantages, and supportive policy environment [5] Strategic Goals - Visionox aims to leverage technology to provide smarter and more convenient experiences for global users, aspiring to represent Chinese manufacturing on the international stage and effectively communicate the Chinese narrative [8]

Group 1 - Guangzhou Shiyuan Electronic Technology Co., Ltd. and Guangzhou Shiru Electronic Technology Co., Ltd. have applied for a patent titled "Method for Displaying Writing Strokes, Interactive Panel, and Storage Medium" with publication number CN119917011A, filed on December 2024 [1] - The patent provides a method for displaying writing strokes that involves touch technology, including receiving touch operations on a display screen, determining stroke width, and rendering the strokes with different colors based on pixel areas [1] - The method aims to achieve low-latency display of writing strokes on low-performance devices [1] Group 2 - Guangzhou Shiyuan Electronic Technology Co., Ltd. was established in 2005, located in Guangzhou, with a registered capital of 696.016545 million RMB, and has invested in 52 companies and participated in 106 bidding projects [2] - Guangzhou Shiru Electronic Technology Co., Ltd. was established in 2008, also located in Guangzhou, with a registered capital of 274.50195 million RMB, and has invested in 28 companies and participated in 5000 bidding projects [2] - Both companies are primarily engaged in research and experimental development, with significant intellectual property holdings, including thousands of trademarks and patents [2]

● 本报记者 王婧涵 从通用大模型到智能体，人工智能技术的升级一直是市场关注焦点。从2024年年报看，人工智能产业链 公司业绩大幅增长，应用场景不断落地赋能千行百业，为上市公司提供新发展动能。 AI赋能千行百业 作为未来社会的发展基础，人工智能对传统行业及新兴行业均产生显著影响。不少上市公司通过人工智 能技术赋能生产经营，或是围绕人工智能应用场景开拓新的业务，打造企业第二增长曲线，实现了高质 量发展并提升公司业绩。 在视源股份"未来一节课"体验区，记者体验了人工智能辅助自动生成课件、教案；智能反馈课堂情况、 智能分析学生学情等丰富的教育教学产品。 2024年，视源股份总收入同比提升11.05%，公司围绕视觉、听觉、触觉及数据四大方向推进以人工智 能为核心的技术布局，落地人工智能+教育、人工智能+办公等应用场景，在智能控制部件和智能终端 及应用上实现业绩增长。 视源股份未来教育集团（希沃）副总裁魏振水表示，数智化赋能课堂教学是时代要求，对重构新型教学 关系有重要意义，公司希沃品牌将秉持数智化教育使命，扎根校园、深入校园，通过人工智能和数智化 技术为消除教育行业的数字鸿沟尽一份力。 不仅教育行业，消费、能源、交通 ...

第五届董事会第八次会议决议公告 证券代码：002841 证券简称：视源股份 公告编号：2025-026 （一）以9票赞成，0票弃权，0票反对，0票回避，审议通过了《关于制定< 市值管理制度>的议案》 为加强公司市值管理工作，切实推动公司投资价值提升，增强投资者回报， 维护投资者利益，根据《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司信息披露管理办法》《上市公司监管指引第 10 号——市值管理》等法律 法规、规范性文件和《广州视源电子科技股份有限公司章程》等规定，公司制定 了《市值管理制度》。 三、备查文件 第五届董事会第八次会议决议 广州视源电子科技股份有限公司 第五届董事会第八次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有任 何虚假记载、误导性陈述或重大遗漏。 一、 董事会会议召开情况 广州视源电子科技股份有限公司（以下简称"公司"）第五届董事会第八次 会议于 2025 年 4 月 29 日 9:30 以通讯方式召开。会议通知于 2025 年 4 月 28 日 以电子邮件等方式发出。本次会议由董事长王洋先生主持，应出席董事 9 名，实 际出席董事 9 名，公司其 ...

Industry Overview - The conference tablet market has shown strong growth, combining meeting functionalities with tablet capabilities, making it increasingly popular across various industries [1][17] - The multifunctionality of conference tablets meets both professional and personal entertainment needs, driving demand in sectors such as government and enterprises [1][17] - The market size for China's conference tablet industry is projected to reach approximately 18.645 billion yuan in 2024, indicating a promising future as functionalities and performance continue to improve [1][17] Market Development - The conference tablet industry has evolved significantly since its inception, with initial demand emerging in 2012 and substantial product launches occurring from 2014 onwards [8] - By 2020, the market saw a surge in demand due to the rise of remote work, leading to a competitive landscape with various brands introducing innovative products [8] - The global conference tablet market is expected to reach approximately 9.03 billion USD in 2024, with the Asia-Pacific region accounting for 40.39% of the market share [16] Industry Chain - The conference tablet industry chain includes upstream raw material suppliers, midstream manufacturers, and downstream application sectors, with a focus on technological upgrades and ecosystem collaboration [10] - Key components such as integrated circuits are crucial for the performance and user experience of conference tablets, highlighting the importance of domestic supply capabilities [12] Key Players - Major companies in the conference tablet market include CVE, Huawei, and Hikvision, with a competitive landscape characterized by differentiated strategies [22][23] - In the first half of 2024, CVE reported revenue of 3.447 billion yuan from interactive smart tablets, while Hikvision generated 2.237 billion yuan from display products [23][25] Future Trends - The integration of AI technology is expected to enhance conference tablets, enabling features like smart meeting minutes generation and real-time translation [29] - The normalization of hybrid work models will drive deeper integration of conference tablets with cloud collaboration ecosystems, enhancing user experience [30] - Customization for vertical industries will become a competitive focus, with tailored solutions for sectors like healthcare, education, and finance [32]

智通财经APP获悉，4月28日共有27家上市公司的限售股解禁，解禁总市值约317亿元。 今日具体限售解禁股情况如下： | 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 时代新材 | 600458 | 股权激励限售流通 | 649.44万 | | 中航沈飞 | 600760 | 股权激励限售流通 | 361.77万 | | 中钢天源 | 002057 | 股权激励限售流通 | 424.38万 | | 万讯自控 | 300112 | 股权激励限售流通 | 171.15万 | | 新研股份 | 300159 | 股权激励限售流通 | 540万 | | 吉鑫科技 | 601218 | 股权激励限售流通 | 54.63万 | | 凯龙股份 | 002783 | 股权激励限售流通 | 9.74万 | | 东方精工 | 002611 | 股权激励限售流通 | 88万 | | 星帅尔 | 002860 | 股权激励限售流通 | 30.2万 | | 星光农机 | 603789 | 股权激励限售流通 | 513.57万 | | 口子窖 | 603589 | 股权 ...