股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 FF301 第 1 頁 共 10 頁 v 1.1.1 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 深圳市廣和通無線股份有限公司 呈交日期: 2025年12月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00638 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 135,080,200 | RMB | | 1 | RMB | | 135,080,200 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 135,080,200 | RMB | | | 1 RMB | ...

（文章来源：每日经济新闻） 每经AI快讯，广和通(00638.HK)回落逾5%，本周累计涨幅仍超8%。截至发稿跌5.14%，报17.9港元，成 交额9279.53万港元。 ...

Core Viewpoint - Guanghe Tong (300638) experienced a decline of over 5%, but still recorded a cumulative increase of over 8% for the week, indicating volatility in stock performance [1] Company Performance - As of the latest report, Guanghe Tong's stock price fell by 5.14% to HKD 17.9, with a trading volume of HKD 92.7953 million [1] - The company's Q3 report revealed a revenue of CNY 5.366 billion for the first three quarters, representing a year-on-year decrease of 13.69% [1] - The net profit attributable to shareholders was CNY 316 million, down 51.50% year-on-year [1] - According to CITIC Securities, on a comparable basis, revenue increased by 7% year-on-year, but the decline in gross margin impacted profit performance [1] Strategic Developments - Guanghe Tong has established a strategic partnership with Luobo Intelligent to jointly promote the global layout of AI toy products, specifically the Fuzozo series [1] - The launch of Huawei's first AI emotional companion toy, "Smart Hanhai," which sold out immediately at a price of CNY 399, indicates a growing market for AI-driven consumer products [1] - The ongoing development of AI and robotics solutions by Guanghe Tong is viewed positively, suggesting optimistic future prospects for the company [1]

智通财经APP获悉，广和通(00638)回落逾5%，本周累计涨幅仍超8%。截至发稿，跌5.14%，报17.9港 元，成交额9279.53万港元。 广和通三季报显示，前三季度公司营业收入53.66亿元，同比下降13.69%；归母净利润3.16亿元，同比 下降51.50%。中信建投指出，可比口径营收同比增长7%，毛利率下降影响利润表现；公司端侧AI、机 器人等解决方案业务持续推进，前景乐观。 消息面上，11月28日10时08分，华为首款AI情绪陪伴玩具"智能憨憨"在官方渠道正式开售，售价399元 的三款配色产品瞬间售罄。据悉，"智能憨憨"AI玩具由珞博智能与华为共同设计开发。而广和通已与珞 博智能达成战略合作，将共同推进AI潮玩产品Fuzozo芙崽的全球化布局。 ...

Core Insights - The collaboration between ZTE Corporation and Douyin's AI assistant "Doubao" marks a significant step in integrating AI technology into consumer electronics, particularly in mobile devices [1] Market Potential - The global edge AI market is projected to grow from 321.9 billion yuan to 1.22 trillion yuan between 2025 and 2029, with a compound annual growth rate (CAGR) of 40% [2] - The penetration rate of AI smartphones is expected to exceed 35% by 2026, driving growth in the supply chain [2] - Canalys forecasts that the AI smartphone penetration rate will increase from 34% in 2025 to 53% by 2028 [2] Product Development - AI glasses are anticipated to see significant sales growth, with global sales expected to reach 1.4 billion units by 2035 [3] - Companies are expanding their product matrices to include AI processors in high-end audio products, leading to substantial revenue growth [4] Industry Trends - Government policies are increasingly supportive of AI integration across various sectors, aiming for over 70% penetration of new intelligent terminals by 2027 [4] - Companies are focusing on technological breakthroughs and performance improvements in hardware and software to enhance their competitive edge in the edge AI market [4] Company Initiatives - Guanghetong plans to establish an AI research institute in 2024, with its AI lightweight model solutions already applied in AI companion devices [5] - Furong Technology is a key supplier for major brands like Samsung and Google, providing AI-enabled products as the technology becomes more prevalent [5] Future Outlook - Edge AI is expected to transform the consumer electronics value chain, shifting devices from being mere tools to becoming intelligent partners [6] - Companies that successfully integrate AI into their products and achieve large-scale production will likely dominate the upcoming industry transformation [6]

Core Insights - Huawei's AI emotional toy "Smart Hanhai" has gained immense popularity, selling out immediately upon release, indicating strong consumer demand for AI companionship products [1][2] - The stock market has reacted positively, with significant increases in related AI toy concept stocks, including a notable rise in A-share and H-share prices [1][2] Company Developments - The "Smart Hanhai" was developed in collaboration with Luobo Intelligent and is Huawei's first AI emotional companionship product [1] - Other companies like UBTECH, JD.com, and Honor are also entering the AI toy market, showcasing a growing trend in emotional companionship toys [4] Market Trends - The AI toy market is projected to grow significantly, with estimates suggesting a market size of approximately 246 billion yuan in 2024, increasing to 290 billion yuan by 2025 [6] - Global AI toy market is expected to rise from 18.1 billion USD in 2024 to 60 billion USD by 2033, with a compound annual growth rate of about 14% [6] Stock Performance - A-share AI toy concept stocks have collectively reached a market capitalization close to 340 billion yuan, with several stocks experiencing over 50% growth this year [2][4] - Notable stock performances include Gaole Co., which saw a significant increase in share price, reflecting investor confidence in the AI toy sector [2] Consumer Demand - The surge in popularity of AI toys is driven by their perceived value in education and companionship, catering to diverse consumer needs [4][5] - The market is witnessing a shift from simple interactive toys to more complex emotional companionship solutions, appealing to various demographics including children, the elderly, and single adults [4]

Group 1 - Guanghetong's stock price increased by 6.24% with a turnover rate of 35.60%, and a total transaction amount of 6.191 billion yuan, showing a fluctuation of 11.09% [2] - Institutional investors net bought 104 million yuan, while the Shenzhen Stock Connect recorded a net sell of 17.475 million yuan, and the total net sell from brokerage seats was 179 million yuan [2] - The top five brokerage seats accounted for a total transaction of 926 million yuan, with a buying amount of 417 million yuan and a selling amount of 509 million yuan, resulting in a net sell of 92.528 million yuan [2] Group 2 - The latest margin trading data shows that as of December 1, the total margin balance for Guanghetong was 1.262 billion yuan, with a financing balance of 1.258 billion yuan and a securities lending balance of 3.9827 million yuan [3] - Over the past five days, the financing balance increased by 171 million yuan, representing a growth of 15.69%, while the securities lending balance rose by 1.6228 million yuan, marking an increase of 68.77% [3] - Specific trading data on December 2 indicates that the top buying and selling brokerage seats included the Shenzhen Stock Connect and various institutional seats, with significant buy and sell amounts recorded [4]

12月2日，广和通大宗交易成交6万股，成交额206.4万元，占当日总成交额的0.03%，成交价34.4元，较 市场收盘价34.4元持平。 | 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-12-02 | 300638 | 广和通 | 34.40 | 6.00 | 206.40 | 国泰海通证券股份 有限公司深圳福华 三路近旁营业部 | 机构专用 | ...

Group 1 - The core viewpoint of the article highlights that Guanghetong experienced a significant increase in stock price by 6.24% with a trading volume of 6.191 billion yuan and a turnover rate of 35.60% [1] - The post-market data indicates that the Shenzhen Stock Connect special seat bought 99.1077 million yuan and sold 117 million yuan, resulting in a net purchase of 104 million yuan by two institutional special seats [1]

广和通今日涨6.24%，成交额61.91亿元，换手率35.60%，盘后龙虎榜数据显示，深股通专用席位买入 9910.77万元并卖出1.17亿元，2家机构专用席位净买入1.04亿元。 ...