Investment Rating - The investment rating for the company is "Buy" [5] Core Insights - The company reported impressive revenue growth, with 2024 revenue reaching 24.71 billion yuan, a year-on-year increase of 41.14%, and a net profit of 2.11 billion yuan, up 30.93% year-on-year [1] - For Q1 2025, the company achieved revenue of 5.99 billion yuan, reflecting a year-on-year growth of 36.91%, and a net profit of 496 million yuan, which is a significant increase of 59.57% year-on-year [1] Revenue Performance by Segment - In 2024, the charging and energy storage segment generated revenue of 12.67 billion yuan, up 47.23% year-on-year, with the energy storage business alone achieving 3.02 billion yuan, a remarkable growth of 184.00% [2] - The smart innovation segment reported revenue of 6.34 billion yuan, increasing by 39.53% year-on-year, while the smart audio segment generated 5.69 billion yuan, up 32.84% year-on-year [2] Revenue Performance by Channel - Online channels contributed 17.60 billion yuan in revenue in 2024, a year-on-year increase of 71.23%, with independent sites achieving 2.50 billion yuan, up 101.34% [2] - Offline channels generated 7.11 billion yuan, reflecting a year-on-year growth of 36.72% [2] Revenue Performance by Region - Domestic revenue reached 885 million yuan in 2024, up 38.71% year-on-year, while overseas revenue was 23.83 billion yuan, increasing by 41.23% year-on-year [3] - For Q1 2025, domestic revenue was 255 million yuan, a growth of 55.44% year-on-year, and overseas revenue was 5.74 billion yuan, up 36.18% year-on-year [3] Profitability and R&D Investment - The company's gross margin for 2024 was 43.67%, a slight increase of 0.14 percentage points year-on-year, while Q1 2025 gross margin was 43.28%, down 1.84 percentage points year-on-year [4] - R&D expenses for 2024 amounted to 2.11 billion yuan, representing a year-on-year increase of 49.13% [4] Future Earnings Forecast - The company is projected to achieve revenues of 31.00 billion yuan and 40.26 billion yuan in 2025 and 2026, respectively, with a new forecast for 2027 revenue at 52.08 billion yuan, reflecting year-on-year growth rates of 25.5%, 29.9%, and 29.4% [11] - Expected net profits for 2025 and 2026 are 2.60 billion yuan and 3.55 billion yuan, respectively, with a new forecast for 2027 net profit at 4.81 billion yuan, indicating year-on-year growth rates of 23.0%, 36.3%, and 35.7% [11]

Investment Rating - The investment rating for the company is "Buy" [5] Core Insights - The company reported impressive revenue growth, with 2024 revenue reaching 24.71 billion yuan, a year-on-year increase of 41.14%, and a net profit of 2.11 billion yuan, up 30.93% year-on-year [1] - In Q1 2025, the company achieved revenue of 5.99 billion yuan, reflecting a year-on-year growth of 36.91%, and a net profit of 0.50 billion yuan, which is a significant increase of 59.57% year-on-year [1] Revenue Performance - In 2024, the charging and energy storage products generated revenue of 12.67 billion yuan, up 47.23% year-on-year, with the energy storage segment alone achieving 3.02 billion yuan, a remarkable growth of 184.00% [2] - The online sales channel in 2024 generated 17.60 billion yuan, a year-on-year increase of 71.23%, with independent sites contributing 2.50 billion yuan, up 101.34% [2] - The company’s domestic revenue in 2024 was 0.88 billion yuan, up 38.71% year-on-year, while overseas revenue reached 23.83 billion yuan, growing by 41.23% year-on-year [3] Profitability and R&D Investment - The gross margin for 2024 was 43.67%, a slight increase of 0.14 percentage points year-on-year, while Q1 2025 gross margin was 43.28%, down 1.84 percentage points year-on-year [4] - The company invested 2.11 billion yuan in R&D in 2024, marking a year-on-year increase of 49.13% [4] Future Earnings Forecast - The company’s projected revenue for 2025 and 2026 is 31.00 billion yuan and 40.26 billion yuan, respectively, with a year-on-year growth of 25.5% and 29.9% [11] - Expected net profit for 2025 and 2026 is 2.60 billion yuan and 3.55 billion yuan, reflecting year-on-year growth of 23.0% and 36.3% [11] - The estimated EPS for 2025 and 2026 is 4.90 yuan and 6.67 yuan, respectively [11]

Core Insights - Anker Innovation reported significant growth in both annual and quarterly performance, with a 41.14% increase in annual revenue to 24.71 billion yuan and a 30.93% rise in net profit to 2.11 billion yuan for 2024 [1] - The company continues to invest heavily in research and development, with R&D spending reaching 2.11 billion yuan, a 49.13% increase year-on-year, reflecting its commitment to technological innovation [1][2] Group 1: Business Performance - In Q1 2025, Anker achieved a revenue of 5.99 billion yuan, marking a 36.91% year-on-year growth, and a net profit of 496 million yuan, which is a 59.57% increase [1] - The company's revenue from the energy storage sector reached 3.02 billion yuan in 2024, showing a remarkable growth of 184% [2] Group 2: Product Innovation - Anker's Prime series charging products and the Anker SOLIX Solarbank2E1600Pro highlight its advancements in fast charging and energy storage solutions [2] - The launch of innovative products such as the eufy FamiLock S3Max smart door lock and the soundcore Sleep A20 sleep headphones demonstrates Anker's focus on smart innovation and user experience [2] Group 3: Strategic Development - Anker plans to accelerate its strategic development in emerging fields such as energy storage, robotics, and AI, aiming to solidify its diversified growth foundation [3] - The company has expanded its global presence, serving over 200 million users across 146 countries, with growth rates exceeding 30% in key markets [3]

安克创新科技股份有限公司 2024年度非经营性资金占用及其他关联资金 往来情况的专项说明 关于安克创新科技股份有限公司 2024 年度非经营性资金占用及其他关联资金往来情况的专项说明 毕马威华振专字第 2503281 号 KPMG Huazhen LLP 8th Floor, KPMG Tower Oriental Plaza 1 East Chang An Avenue Beijing 100738 China Telephone +86 (10) 8508 5000 Fax +86 (10) 8518 5111 Internet kpmg.com/cn 毕马威华振会计师事务所 (特殊普通合伙) 中国北京 东长安街 1 号 东方广场毕马威大楼 8 层 邮政编码:100738 电话 +86 (10) 8508 5000 传真 +86 (10) 8518 5111 网址 kpmg.com/cn 安克创新科技股份有限公司董事会： 我们接受委托，按照中国注册会计师审计准则审计了安克创新科技股份有限公司（以下简 称"安克创新"）2024 年度的财务报表，包括 2024 年 12 月 31 日的合并及母公司资产负债表， ...

安克创新科技股份有限公司 2024 年度内部控制审计报告 KPMG Huazhen LLP 8th Floor, KPMG Tower Oriental Plaza 1 East Chang An Avenue Beijing 100738 China Telephone +86 (10) 8508 5000 Fax +86 (10) 8518 5111 Internet kpmg.com/cn 毕马威华振会计师事务所 (特殊普通合伙) 中国北京 东长安街 1 号 东方广场毕马威大楼 8 层 邮政编码:100738 电话 +86 (10) 8508 5000 传真 +86 (10) 8518 5111 网址 kpmg.com/cn 内部控制审计报告 毕马威华振审字第 2516172 号 安克创新科技股份有限公司全体股东： 按照《企业内部控制审计指引》及中国注册会计师执业准则的相关要求，我们审计了安克 创新科技股份有限公司（以下简称"贵公司"）2024 年 12 月 31 日的财务报告内部控制的有 效性。 一、 企业对内部控制的责任 按照《企业内部控制基本规范》、《企业内部控制应用指引》、《企业内部控制评价指 ...

安克创新科技股份有限公司 自 2024 年 1 月 1 日 至 2024 年 12 月 31 日止年度财务报表 财务报告 一、 审计报告 | 审计意见类型 | 标准无保留意见 | | --- | --- | | 审计报告签署日期 | 2025 年 4 月 27 日 | | 审计机构名称 | 毕马威华振会计师事务所（特殊普通合伙） | | 审计报告文号 | 毕马威华振审字第 2516021 号 | | 注册会计师姓名 | 张楠、郑紫云 | 审计报告正文 KPMG Huazhen LLP 8th Floor, KPMG Tower Oriental Plaza 1 East Chang An Avenue Beijing 100738 China Telephone +86 (10) 8508 5000 Fax +86 (10) 8518 5111 Internet kpmg.com/cn 毕马威华振会计师事务所 (特殊普通合伙) 中国北京 东长安街 1 号 东方广场毕马威大楼 8 层 邮政编码:100738 电话 +86 (10) 8508 5000 传真 +86 (10) 8518 5111 网址 kpmg. ...

安克创新科技股份有限公司 自 2024 年 1 月 1 日 至 2024 年 12 月 31 日止年度财务报表 财务报告 一、 审计报告 | 审计意见类型 | 标准无保留意见 | | --- | --- | | 审计报告签署日期 | 2025 年 4 月 27 日 | | 审计机构名称 | 毕马威华振会计师事务所（特殊普通合伙） | | 审计报告文号 | 毕马威华振审字第 2516021 号 | | 注册会计师姓名 | 张楠、郑紫云 | 审计报告正文 KPMG Huazhen LLP 8th Floor, KPMG Tower Oriental Plaza 1 East Chang An Avenue Beijing 100738 China Telephone +86 (10) 8508 5000 Fax +86 (10) 8518 5111 Internet kpmg.com/cn 毕马威华振会计师事务所 (特殊普通合伙) 中国北京 东长安街 1 号 东方广场毕马威大楼 8 层 邮政编码:100738 电话 +86 (10) 8508 5000 传真 +86 (10) 8518 5111 网址 kpmg. ...

中国国际金融股份有限公司 关于安克创新科技股份有限公司 2024 年度募集资金存放与使用情况的核查意见 （二）募集资金使用和结余情况 截至 2024 年 12 月 31 日，公司募集资金具体使用情况为： 单位：人民币元 1 | 项目 | 金额 | | --- | --- | | 扣除发行费后的实际募集资金净额 | 2,574,185,344.05 | | 加：以前年度累计募集资金专项账户的理财和利息收入扣除手续费净额 | 109,882,897.93 | | 减：以前年度累计对募投项目投入金额 | 2,487,062,236.46 | | 加：本报告期募集资金专项账户的理财和利息收入扣除手续费净额 | 5,036,731.83 | | 减：本报告期对募投项目投入 | 192,200,992.42 | | 减：本报告期已结项节余资金（含利息收入）转出 | 3,280,635.72 | | 减：本报告期用于永久补充流动资金的超募资金金额 | 0.00 | | 募集资金余额 | 6,561,109.21 | | 其中：募集资金专户余额 | 6,561,109.21 | | 闲置募集资金现金管理未到期余额 | 0.0 ...

对安克创新科技股份有限公司 募集资金 2024 年度存放与使用情况专项报告的鉴证报告 KPMG Huazhen LLP 8th Floor, KPMG Tower Oriental Plaza 1 East Chang An Avenue Beijing 100738 China Telephone +86 (10) 8508 5000 Fax +86 (10) 8518 5111 Internet kpmg.com/cn 毕马威华振会计师事务所 (特殊普通合伙) 中国北京 东长安街 1 号 东方广场毕马威大楼 8 层 邮政编码:100738 电话 +86 (10) 8508 5000 传真 +86 (10) 8518 5111 网址 kpmg.com/cn 对安克创新科技股份有限公司 募集资金 2024 年度存放与使用情况专项报告的鉴证报告 毕马威华振专字第 2503282 号 安克创新科技股份有限公司董事会： 我们接受委托，对后附的安克创新科技股份有限公司（以下简称"贵公司"） 2024 年度募集资金存放与使用情况的专项报告（以下简称"专项报告"）执行了合 理保证的鉴证业务，就专项报告是否在所有重大方面按 ...

三、分红送配方案情况 10派15元(含税) 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 19101.19万股，累计占流通股比： 64.44%，较上期变化： -196.34万 股。 | 名称 持有数量(万股) | | 占总股本比例(%) | 增减情况(万股) | | --- | --- | --- | --- | | 阳萌 | 5816.66 | 19.62 | 不变 | | 香港中央结算有限公司 | 4782.60 | 16.14 | -88.10 | | 吴文龙 | 2247.68 | 7.58 | 不变 | | 贺丽 | 1953.51 | 6.59 | 不变 | | 赵东平 | 1582.75 | 5.34 | 不变 | | 全国社保基金一一四组合 | 838.50 | 2.83 | 185.07 | | 易方达创业板ETF | 579.85 | 1.96 | 6.08 | | 交银新生活力灵活配置混合 | 570.05 | 1.92 | -166.10 | | 天津市海翼远景管理咨询合伙企业(有限合伙) | 392.19 | 1.32 | -75.00 | | 和谐成长二期(义乌)投 ...