| 证券代码：300866 | 证券简称：安克创新 | 公告编号：2026-001 | | --- | --- | --- | | 债券代码：123257 | 债券简称：安克转债 | | 安克创新科技股份有限公司 关于使用闲置自有资金购买理财产品的进展公告 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。 安克创新科技股份有限公司（以下简称"公司"）于 2025 年 4 月 27 日召开 第三届董事会第二十七次会议和第三届监事会第二十五次会议，审议通过了《关 于使用闲置自有资金购买理财产品的议案》，同意公司在确保不影响正常经营的 前提下，使用不超过人民币 50 亿元（含）的闲置自有资金购买理财产品，理财 对象包括但不限于结构性存款、大额存单、保本型银行理财等产品及其他根据公 司内部决策程序批准的理财对象及理财方式。上述额度在公司 2024 年年度股东 大会审议通过之日起至 2025 年年度股东会召开之前有效，在前述额度内资金可 以循环滚动使用。同时，提请股东会授权董事长行使该项投资决策权，并由公司 财务部门负责具体执行。该事项已经公司 2024 年年度股东大会审 ...

关于使用部分暂时闲置募集资金进行现金管理的进展公告 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。 安克创新科技股份有限公司（以下简称"公司"）于 2025 年 6 月 27 日召开 第三届董事会第二十九次会议和第三届监事会第二十七次会议，审议通过了《关 于使用部分暂时闲置募集资金进行现金管理的议案》，同意公司在确保不影响募 投项目建设和公司正常经营的前提下，使用不超过人民币 10 亿元的闲置募集资 金，购买安全性高、流动性好、不超过 12 个月的保本型理财产品。上述额度在 董事会审议范围内，不需提交股东会审议，额度期限为自本次董事会审议通过起 12 个月，在前述额度内资金可以循环滚动使用。同时，提请公司董事会授权董 事长行使该项投资决策权，并由公司财务部门负责具体执行。详见公司于 2025 年 7 月 1 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于使用部分暂时闲 置募集资金进行现金管理的公告》（公告编号：2025-059）。 近日，公司使用部分暂时闲置募集资金在授权范围内进行了现金管理，现将 相关情况公告如下： 1 序号 受托方名称 产 ...

Core Insights - Shenzhen's cross-border e-commerce is positioned as a significant player in China's foreign trade transformation, with a projected GMV of 1 trillion RMB by 2025, up from 900 billion RMB in 2024 [2] - The city hosts 120,000 sellers and 100,000 service providers, representing a substantial portion of the national market, and is recognized as a "super hub" for cross-border e-commerce [3] - The shift from "product export" to "brand export" and now to "ecosystem export" illustrates Shenzhen's evolution in global trade [8] Group 1: Industry Growth and Performance - Shenzhen's cross-border e-commerce has established a "sunshine" regulatory service model, leading to a continuous top ranking in import and export scale for four consecutive years [3] - Notable companies like Anker Innovations and Ugreen Technology have reported significant revenue growth, with Anker achieving a revenue of 21.02 billion RMB in the first three quarters of 2025, a 27.79% increase year-on-year [3][4] - Ugreen Technology also demonstrated strong performance with a revenue of 6.364 billion RMB, reflecting a 47.80% year-on-year growth [5] Group 2: Emerging Brands and Market Dynamics - A new wave of "dark horse" sellers has emerged, with companies achieving annual sales of over 1 billion RMB in niche markets, contributing to the diversity of Shenzhen's cross-border e-commerce landscape [5] - The collaboration between cross-border e-commerce and traditional manufacturing is driving digital transformation and brand development, exemplified by companies like Saiwei Times, which has launched over 70 self-owned brands [6] Group 3: Policy Support and Future Directions - The Shenzhen government has implemented policies to support independent brand development, offering financial incentives for companies to establish their own platforms [9] - The transition to "ecosystem export" is characterized by companies integrating supply chains and retail, enhancing their global competitiveness [9] - Experts predict that Shenzhen's cross-border e-commerce will evolve from merely selling products to offering standards, models, and comprehensive outputs of technology and management [9]

Group 1 - DeepSeek has released a new paper proposing a novel mHC architecture, with CEO Liang Wenfeng listed as one of the authors [1] - Anker Innovation has responded to rumors of a 30% layoff, stating that the reported figure is significantly exaggerated and that the adjustments are part of a strategic upgrade [2] - Tesla has launched a HarmonyOS version of its app in the Huawei app market, supporting features like remote vehicle control and mobile key [3] Group 2 - Xiaomi has announced a limited-time offer for the YU7 model, allowing customers to choose between a tax subsidy and a three-year interest-free option for orders placed before December [5] - The Redmi Note 15 series has been officially launched, starting at 999 yuan, with various color options available [6] - Huawei has released the Smart Screen V6, with prices ranging from 7999 to 14999 yuan, and is offering a limited-time discount on its high-end ADS feature package [7] Group 3 - Apple has updated its list of "vintage products," including the iPhone 11 Pro and the last Intel MacBook Air [8] - Seres Group announced that the AITO car deliveries exceeded 57,000 units in December, setting a new monthly record, with total deliveries surpassing 420,000 units for the year [9] - Li Auto plans to focus on adjusting its models in the 300,000 to 400,000 yuan price range while continuing to iterate on its pure electric i8 series [10] Group 4 - Li Auto has achieved a cumulative delivery milestone of over 1.5 million vehicles, becoming the first new force brand in China to reach this figure [12] - Huawei's Enjoy series has met its annual challenge goals for 2025, with plans to introduce more diverse products in 2026 [13] - TrendForce reports that Samsung is rigorously executing its production halt plan, which may lead to a significant increase in DDR4 memory prices in 2026 [14]

2025年末，多个社交平台上就出现了安克创新"裁员30%"的传闻，原因是季度末位淘汰。而如此大幅的 裁员比例，也引发了跨境电商行业地震。安克创新方面回应称："这是公司基于战略升级和效率提升做 的正常人员调整，网传30%比例严重不属实。"不过，公司并没有公布具体的调整比例。一位安克员工 表示，裁员属实，但30%实属夸张，更多偏向业务线整合。其中，涉及员工多为外包，以及部分绩效较 低的正职员工，同时提供了内部转岗机会。目前，安克创新员工规模在5000人上下。（智通财经） ...

智通财经记者 | 陆柯言 2025年末，多个社交平台上就出现了安克创新"裁员30%"的传闻，原因是季度末位淘汰。而如此大幅的裁员比例，也引发了跨境电商行业地震。 安克创新方面对智通财经回应称："这是公司基于战略升级和效率提升做的正常人员调整，网传30%比例严重不属实。"不过，公司并没有公布具体的调整比 例。 一位安克员工对智通财经表示，裁员属实，但30%实属夸张，更多偏向业务线整合。其中，涉及员工多为外包，以及部分绩效较低的正职员工，同时提供了 内部转岗机会。目前，安克创新员工规模在5000人上下。 安克此次裁员传闻，发生在公司即将二次上市的关口。12月2日，安克创新正式向港交所提交上市申请，由于公司此前已在深交所创业板上市，这也将构成 公司第二次公开上市（A＋H股模式）。安克创新表示，此次香港IPO是为推进全球化战略布局、提升公司综合竞争力。目前，公司海外营收占比超过 96%，其中北美是核心市场。 2025年，安克经历了多事之秋。今年6月，由于头部电芯供应商产品存在高度安全隐患，多家充电宝厂商都经历了史上最大规模的召回事件，充电宝行业也 面临前所未有的信任危机。美国消费者产品安全委员会（CPSC）发布公告称 ...

近日，有用户在职场社交平台脉脉上发布关于"安克创新裁员"的话题，数位员工在话题下互动称，安克创新已经启动裁员程序，部分员工已完成离职手续签 署。知情人士透露，此次裁员比例接近30%，影响范围覆盖安克创新多个部门，其中外包人员成为主要调整对象。 在全球消费电子市场持续低迷的背景下，国内出海巨头安克创新（Anker Innovations）正遭遇成立以来最严峻的考验。 公开数据显示，2022年至2024年，安克创新的营收从142.51亿元攀升至247.10亿元，年复合增长率达31.7%；净利润从11.43亿元激增至21.14亿元，年复合增 长率高达36.6%。 安克创新此次裁员的导火索，可追溯至今年6月的充电宝召回事件。因上游核心电芯供应商违规替换原材料，安克创新旗下多款充电宝产品存在过热、起火 风险。安克创新不得不在中国、美国、日本等核心市场启动大规模召回，涉及产品数量高达235.2万个。据不完全统计，这场召回风暴预计导致安克创新增 加直接回收成本4.32亿元至5.57亿元，对其现金流构成严重冲击。 召回事件也成为安克创新业绩的分水岭。2024年第三季度财报虽未单独披露召回造成的具体损失，但安克创新毛利率明显下 ...

Group 1: Target Price Increases - On December 29, 2023, several companies received target price increases from brokers, with notable increases for Jingpin Special Equipment, Huaxu Electronics, and Anker Innovation, showing target price increases of 43.02%, 35.06%, and 30.02% respectively, primarily in the military electronics and consumer electronics sectors [1][2] - The highest target prices and their respective increases are as follows: Jingpin Special Equipment (114.00 CNY, 43.02%), Huaxu Electronics (39.60 CNY, 35.06%), and Anker Innovation (145.00 CNY, 30.02%) [2] Group 2: Broker Recommendations - A total of 27 listed companies received broker recommendations on December 29, with companies like Hailan Home, Huachuang Cloud, and Guiguan Electric receiving one recommendation each [2] - The companies with the highest target price increases also reflect strong broker interest, indicating potential investment opportunities in these sectors [1][2] Group 3: First-Time Coverage - On December 29, brokers initiated coverage on eight companies, including Shangfeng Cement and Aisolar, both receiving "Increase" ratings, while Libat and Zhuhai Guanyu received "Buy" ratings from Guosheng Securities [3][4] - Other companies receiving first-time coverage include Baolong Chuangyuan and Xincheng Technology, indicating a growing interest in sectors such as cement, photovoltaic equipment, and battery technology [3][4]

Core Insights - Anker Innovations is facing significant challenges, including rumors of layoffs, declining profits, and strategic misalignment, amidst a broader downturn in the cross-border e-commerce industry [1][2][3] Group 1: Company Challenges - Anker Innovations reportedly plans to lay off nearly 30% of its workforce, which has raised concerns in the industry, especially as the company recently submitted a listing application to the Hong Kong Stock Exchange [1] - The company's Q3 financial report showed a revenue growth slowdown to 19.88%, the lowest since Q1 2023, with a non-GAAP net profit decline of 2.92% year-on-year and a net cash flow from operating activities dropping to -8.65 billion yuan, a 152.38% year-on-year decrease [1] - Anker's market position is threatened by rising competition from local brands like Ugreen and Baseus, as well as pressure from original equipment manufacturers (OEMs) like Apple and Samsung [2][3] Group 2: Market Environment - The global consumer electronics market is experiencing a slowdown, with growth rates projected between 2.8% and 6% for 2025, significantly lower than the double-digit growth seen during the pandemic [3] - Anker's core business, which relies heavily on the sales of charging devices and accessories, is directly impacted by the declining sales of smartphones and laptops, with global smartphone shipments expected to grow only 6.4% in 2024 [3][4] Group 3: Competitive Landscape - The competitive landscape for accessories is shifting, with OEMs capturing a larger market share in the charging accessories segment, now accounting for 41% of the market compared to Anker and other third-party brands' combined share of 38.6% [4] - Anker's market share in TWS earphones is only 7%, despite a 95% year-on-year increase in shipments, indicating a struggle to compete against leading brands [4] Group 4: Cost Pressures - Rising costs in advertising and compliance are squeezing Anker's profit margins, with advertising costs on Amazon increasing from $1.2 to $2.8 per click, and new tax policies in the U.S. adding significant financial burdens [5][6] - The logistics sector is also facing challenges, with increased customs clearance times and costs, further impacting operational efficiency [6] Group 5: Strategic Misalignment - Anker's shift from its original "shallow sea strategy" to a more diversified product line has led to resource wastage and a dilution of core competencies, resulting in a cycle of high investment with low returns [9][10] - The company's aggressive expansion into new categories has not aligned with its technical capabilities, leading to significant operational failures and the closure of multiple product teams [11][12] Group 6: Organizational Issues - Anker's rapid personnel expansion has resulted in a "high salary, low efficiency" structure, with employee numbers increasing by over 50% in a few years, but without corresponding productivity gains [14][15] - The organizational structure has become cumbersome, leading to slow decision-making and high communication costs, exacerbated by frequent changes in leadership [15][16] Group 7: Future Outlook - The company must refocus on its core competencies and streamline operations to regain market competitiveness, as evidenced by the successful launch of its Anker SOLIX Solarbank 3 Pro product [18] - Anker's experience highlights the need for cross-border e-commerce companies to adapt to a new phase of brand-focused, refined, and globalized strategies, moving away from reliance on low-cost models [18][19]

【#安克创新回应裁员30%#：不属实 此前陷入充电宝召回风波】近日，一则有关"充电宝巨头安克创新 裁员30%"的消息在社交平台传播。对此，安克创新（300866.SZ）方面回复红星资本局称，情况不属 实。 ...