Intretech(002925)
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马斯克量产倒计时!脑机接口进入潜伏期,脑机接口商业化前夜,近期国内布局加速!优质企业详细解读
Xin Lang Cai Jing· 2026-01-27 12:24
Group 1 - Tianqi Co., Ltd. has entered the brain-computer interface (BCI) sector by investing in Suzhou Huahui Chip, focusing on high-density flexible neural electrode technology, achieving animal testing stages, and becoming a key player in domestic BCI hardware localization. The developed flexible neural electrode has 1024 channels, with signal acquisition precision and anti-interference capabilities at an internationally advanced level. The company has also completed biocompatibility surface modification technology to reduce inflammation after electrode implantation, with core patents authorized by the National Intellectual Property Administration [1][2][3] - Innovation Medical, through its subsidiary Boling Brain Machine, is one of the first companies in China to commercialize BCI rehabilitation products. The core product, Cyberlink AC5, was officially launched in October 2025, generating sales revenue of 114,000 yuan in 2025. Another product, Cyberlink AM5, has completed multi-center clinical trials and is progressing through the approval process. The company plans to establish five additional clinical cooperation centers to accelerate the application of BCI technology in treating neurological diseases [4][5][6] - iFlytek is a leading company in the non-invasive BCI field, leveraging its artificial intelligence technology to develop BCI collaborative technology. The company has established long-term partnerships with universities for research and development. Its non-invasive BCI system has been piloted in 120 schools nationwide, improving student attention by 30%. In the medical field, a collaboration with Beijing Tiantan Hospital has achieved a 92% accuracy rate in identifying abnormal brain signals for epilepsy [7][8][9] Group 2 - Jiahe Intelligent focuses on the research and mass production of BCI hardware, particularly EEG acquisition devices and core components, serving both consumer and medical-grade markets. The company has achieved large-scale production of EEG acquisition headphones with a signal recognition accuracy of 92%, primarily used in sleep monitoring and attention training. It plans to expand into overseas BCI hardware markets by 2026 [10][11][12] - Tom Cat is the first company in China to apply BCI technology in consumer scenarios, focusing on interactive games and rehabilitation training products. The company launched a mind-controlled game product in 2025, which quickly gained over 500,000 users. It also collaborates with rehabilitation institutions to develop BCI rehabilitation training systems, showing a 35% average improvement in patient motor function scores [13][14][15] - Hanwei Technology, through its subsidiary Weisheng Technology, is a leading company in the EEG sensor field, with an annual shipment of over 2 million units. The company has developed an epilepsy early warning system with an 88% accuracy rate in clinical tests. It also focuses on flexible pressure sensors for invasive BCI electrodes, addressing industry pain points [16][17][18] Group 3 - StarNet Ruijie leverages its network communication technology to develop low-power, high-stability EEG signal transmission systems and data encryption modules, becoming a core supplier for BCI data links. The developed transmission system supports real-time transmission of 1024-channel EEG signals with a latency of less than 10ms and a stability of 99.9% [19][20][21] - Yijiahe focuses on the integration of BCI and embodied intelligent robots, exploring applications in smart healthcare. The company has signed a strategic cooperation agreement to develop real-time emotional companionship and brain-controlled robots, enhancing the emotional care capabilities of robots [22][23][24] - Lihua Technology is focused on incubating and investing in the BCI sector, successfully incubating three high-tech companies in the field. The company collaborates with the Shenzhen Institute of Advanced Technology to provide comprehensive services for incubated companies, addressing development pain points [25][26][27] Group 4 - Sanbo Neurosurgery is a leading private hospital in the neurosurgery field, focusing on the clinical application and research of BCI. The company has successfully conducted an interventional BCI surgery, accumulating valuable experience for clinical applications. It is also recruiting participants for ongoing clinical trials [28][29][30] - Shiyun Circuit is a core enterprise in the PCB field, providing customized PCB products for BCI devices. The company focuses on high-density, flexible PCB designs, achieving low signal loss rates below 2% [31][32][33] - Meihua Medical is a leading supplier of core components for BCI, having entered the core supply chain for invasive BCI products. The company has developed components that have passed biocompatibility tests, ensuring long-term stability and safety for implanted devices [34][35][36]
盈趣科技(002925) - 关于公司控股股东部分股份解除质押的公告
2026-01-26 08:45
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:控股股东部分股份解除质押,占总股本1.32%
Xin Lang Cai Jing· 2026-01-26 08:44
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。 ...
盈趣科技:关于回购股份注销完成暨股份变动公告
Zheng Quan Ri Bao Zhi Sheng· 2026-01-19 12:08
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]
盈趣科技:控股股东质押558.34万股股份,置换融资
Xin Lang Cai Jing· 2026-01-19 09:31
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]
盈趣科技(002925) - 关于公司控股股东部分股份质押的公告
2026-01-19 09:30
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 | ...
盈趣科技(002925) - 关于回购股份注销完成暨股份变动公告
2026-01-19 08:45
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 ...
盈趣科技(002925):25Q4归母净利润实现高增长 定增募资加码深化业务布局
Xin Lang Cai Jing· 2026-01-16 10:44
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].
盈趣科技(002925):25Q4归母净利润实现高增长,定增募资加码深化业务布局
Guotou Securities· 2026-01-16 10:17
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].
盈趣科技:“卫星地面终端及模组”尚处于研发阶段
Zheng Quan Ri Bao· 2026-01-15 08:38
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]