（来源：淘金ETF） 1. 天奇股份（002009） 公司通过参股苏州华慧芯切入脑机接口核心赛道，重点布局高密度柔性神经电极技术，是国内少数实现 该技术动物实验阶段的企业，也是脑机接口硬件国产化的核心参与者。据公司公开信息及合作公告，其 研发的柔性神经电极通道数达1024个，信号采集精度与抗干扰性均达国际先进水平，且完成了生物相容 性表面改性技术研发，有效降低电极植入后的炎症反应，相关核心专利已获国家知识产权局授权。公司 与上海交通大学附属瑞金医院建立深度合作，针对卒中康复开展脑机接口临床试点，已完成15例患者入 组治疗，临床数据显示患者运动功能恢复有效率超70%。同时，公司依托自身精密制造能力，推进柔性 电极的量产工艺优化，适配脑机接口设备商业化后的大规模供货需求，随着医保支付政策向脑机接口领 域倾斜，公司预计2026年脑机接口相关业务营收占比将突破15%，成为旗下核心增长板块。 2. 创新医疗（002173） 以控股子公司博灵脑机为核心布局脑机接口产业，是国内较早实现脑机接口康复产品商业化落地的医疗 企业，2025年8月博灵脑机正式被纳入公司合并报表范围，成为脑机接口业务核心载体。据公司2026年1 月交 ...

注：截至 2026 年 1 月 23 日，公司总股本为 771,669,053 股。 证券代码：002925 证券简称：盈趣科技 公告编号：2026-009 厦门盈趣科技股份有限公司 关于公司控股股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 厦门盈趣科技股份有限公司（以下简称"公司"）近日接到控股股东深圳万 利达电子工业有限公司（以下简称"万利达工业"）通知，获悉万利达工业所持 有本公司的部分股份办理了解除质押业务，具体事项如下： 一、控股股东股份解除质押的基本情况 1、控股股东本次股份解除质押基本情况 | 股东名称 | 是否为控股 股东或第一 | 本次解除质押 | 占其所 持股份 | 占公司总 | 质押 起始日 | 解除 质押日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其 一致行动人 | 股份数量（股） | 比例 | 股本比例 | | | | | 万利达工业 | 是 | 10,150,000 | 2.61% | 1.32% | 2025/ ...

盈趣科技公告称，近日控股股东万利达工业所持有公司的部分股份办理解除质押业务，本次解除质押股 份数量为1015万股，占其所持股份比例2.61%，占公司总股本比例1.32%，解除质押日为2026年1月23 日。截至该日，万利达工业及其一致行动人质押股份累计数量为20943.13万股，占其所持股份比例 48.84%，占公司总股本比例27.14%，对应融资余额1.71亿元。控股股东质押股份目前不存在平仓风险， 也不会导致公司实际控制权变更。 ...

Group 1 - The company, Yingqu Technology, announced the cancellation of 5,772,731 shares, which represents 0.7425% of the total shares before the cancellation [1] - After the cancellation, the total share capital of the company changed from 777,441,784 shares to 771,669,053 shares [1] - The cancellation of the repurchased shares was confirmed to be completed on January 16, 2026, by the Shenzhen branch of China Securities Depository and Clearing Corporation Limited [1]

Core Viewpoint - The announcement from Yingqu Technology indicates that its controlling shareholder, Wanlida Industrial, has pledged 5,583,400 shares, representing 1.44% of its holdings and 0.72% of the total share capital, to Ping An Bank Shenzhen Branch for financing purposes [1] Group 1 - The pledge period is from January 19, 2026, to July 21, 2029, aimed at replacing financing [1] - As of the announcement date, Wanlida Industrial and its concerted parties have pledged a total of 219,581,300 shares, accounting for 51.20% of their holdings and 28.46% of the company's total share capital [1] - The corresponding financing balance for the pledged shares is 1,777.60 million [1] Group 2 - Currently, there is no risk of forced liquidation of the pledged shares, and this will not lead to a change in the actual controlling rights [1]

关于公司控股股东部分股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：002925 证券简称：盈趣科技 公告编号：2026-008 厦门盈趣科技股份有限公司 厦门盈趣科技股份有限公司（以下简称"公司"）近日接到控股股东深圳万 利达电子工业有限公司（以下简称"万利达工业"）通知，获悉万利达工业所持 有本公司的部分股份办理了质押业务，具体事项如下： 一、控股股东股份质押的基本情况 | 股东 | 是否为控 股股东或 | 本次质押数 | 占其所 | 占总股 | 是否 | 是否 为补 | 质押 | 质押 | | 质押用 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 第一大股 东及其一 | 量（股） | 持股份 比例 | 本比例 | 为限 售股 | 充质 | 起始日 | 到期日 | 质权人 | 途 | | | 致行动人 | | | | | 押 | | | | | | | | | | | | | | | 公司深圳 | | | 万利达 工业 | ...

证券代码：002925 证券简称：盈趣科技 公告编号：2026-007 厦门盈趣科技股份有限公司 关于回购股份注销完成暨股份变动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、厦门盈趣科技股份有限公司（以下简称"公司"）本次注销的回购股份数量 为5,772,731股，占本次注销前公司总股本的0.7425%，本次注销完成后，公司总股本 由777,441,784股变更为771,669,053股。 2、经中国证券登记结算有限责任公司深圳分公司确认，公司本次回购股份注销 事宜已于2026年1月16日办理完成。 根据《深圳证券交易所上市公司自律监管指引第9号——回购股份》等相关法律 法规规定，现就本次回购公司股份注销完成的具体情况公告如下： 2025 年 9 月 8 日，公司召开第五届董事会第二十次会议，审议通过了《关于调整 回购股份价格上限并延长实施期限的议案》，公司将回购股份价格上限由 16.58 元/股 （含）调整为 23.00 元/股（含），并同时将公司股份回购实施期限调整至 2026 年 3 月 8 日止。具体内容详见公司披露的《关于调整 ...

Core Viewpoint - The company expects significant growth in revenue and net profit for 2025, driven by stabilization in various business segments and strategic investments in global operations and R&D [1][2][4]. Group 1: Revenue and Profit Forecast - The company anticipates 2025 revenue between 4.037 billion and 4.216 billion yuan, representing a year-on-year growth of approximately 13% to 18% [1][2]. - The projected net profit attributable to shareholders is expected to be between 540 million and 660 million yuan, showing a substantial year-on-year increase of 114.69% to 162.40% [1][2]. - For Q4 2025, the company forecasts revenue of 1.155 billion to 1.334 billion yuan, with a year-on-year growth of 11.72% to 29.03% [1][2]. Group 2: Business Segment Performance - The company’s automotive electronics segment is expected to face increased competition, but it plans to enhance its market share through technological advancements and resource reallocation [2]. - The health and environment segment is projected to grow rapidly due to core customer projects entering mass production, with ongoing collaboration and product line expansion [2]. - The E-bike product inventory has returned to healthy levels, indicating a gradual recovery in demand [2]. Group 3: Fair Value Changes and Net Profit Drivers - The significant increase in net profit is attributed to substantial fair value changes in the company's equity investments, expected to add 381 million yuan to net profit attributable to shareholders [3]. - The company’s non-recurring net profit is expected to remain stable compared to the previous year, despite rising expenses due to increased R&D investments and a new equity incentive plan [3]. Group 4: Fundraising and Strategic Investments - The company plans to raise up to 800 million yuan through a private placement to enhance its global operations and R&D capabilities [4]. - The raised funds will focus on expanding manufacturing bases in Malaysia and Mexico, optimizing the product structure in the health environment sector, and upgrading R&D centers to strengthen technological capabilities [4]. Group 5: Investment Outlook - The company is positioned as a platform enterprise in the innovative consumer electronics and IoT sectors, with strong foundational R&D capabilities and a leading UDM system [5]. - Continued investment in R&D and expansion in automotive electronics and health products are expected to drive profitability growth, with projected revenues of 4.238 billion, 5.235 billion, and 6.271 billion yuan from 2025 to 2027 [5]. - The forecasted net profit for the same period is 545 million, 491 million, and 588 million yuan, with corresponding P/E ratios indicating a favorable investment outlook [5].

Investment Rating - The investment rating for the company is maintained at "Buy-A" with a 12-month target price of 26.50 CNY [5]. Core Insights - The company is expected to achieve a revenue of 4.037 to 4.216 billion CNY in 2025, representing a year-on-year growth of approximately 13% to 18%. This growth is attributed to the alleviation of adverse business fluctuations and stable development across various sectors including innovative consumer electronics, automotive electronics, and health environment [2][3]. - The company's net profit for 2025 is projected to be between 540 to 660 million CNY, indicating a significant year-on-year increase of 114.69% to 162.40%. However, the non-recurring net profit is expected to decline by 7.60% to 9.20% [1][3]. - The company plans to raise up to 800 million CNY through a private placement to enhance its global layout and upgrade research and development capabilities [4][8]. Financial Performance - The company anticipates a substantial increase in net profit for Q4 2025, with estimates ranging from 362 to 482 million CNY, reflecting a year-on-year growth of 355.16% to 506.06% [1][3]. - The expected revenue for Q4 2025 is projected to be between 1.155 to 1.334 billion CNY, with a year-on-year growth of 11.72% to 29.03% [1]. - The company is focusing on strengthening its automotive electronics business by enhancing the technical barriers of its star products and expanding its market share through resource reuse in new categories [2][8]. Future Projections - Revenue forecasts for the company from 2025 to 2027 are estimated at 4.238 billion CNY, 5.235 billion CNY, and 6.271 billion CNY, with year-on-year growth rates of 18.63%, 23.51%, and 19.80% respectively [8]. - The projected net profit for the same period is expected to be 545 million CNY, 491 million CNY, and 588 million CNY, with growth rates of 116.76%, -10.01%, and 19.83% respectively [8].

Group 1 - The core viewpoint of the article is that Yingqu Technology's development of "satellite ground terminals and modules" is still in the research and development stage [2] Group 2 - The company responded to investor inquiries on its interactive platform regarding its current projects [2]