证券代码：301042 证券简称：安联锐视 公告编号：2025-064 特别提示： 1. 珠海安联锐视科技股份有限公司（以下简称"公司"）总股本 为69,723,577股，剔除回购专户持股数后的总股本为67,633,943股。 2. 公司的控股股东北京联众永盛科贸有限公司（以下简称"联 众永盛"）为公司股东、实际控制人徐进控制的公司。根据《上市公 司收购管理办法》相关规定，联众永盛与徐进为一致行动人，计算减 持比例时，应当合并计算。 公司于 2025 年 8 月 13 日披露了《关于控股股东、实际控制人减 持股份预披露公告》（公告编号：2025-039，以下简称"公告"）。 合计持有公司股份 25,310,000 股（占公司总股本比例 36.3005%、占剔 除公司回购专户持股数后总股本比例 37.4220%）的股东联众永盛与徐 进，计划在公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 9 月 4 日至 2025 年 12 月 3 日）以集中竞价交易方式和/或大宗交易方 珠海安联锐视科技股份有限公司 关于控股股东、实际控制人减持计划期限届满的公告 公司控股股东北京联众永盛科贸有限公司和公司董 ...

Core Viewpoint - The continuous decline in the number of shareholders for many companies indicates a trend of increasing concentration of shares, with 91 companies experiencing a decrease for more than three consecutive periods, and some like Rundou Co., Ltd. seeing a drop for 11 consecutive periods [1][2]. Group 1: Shareholder Trends - A total of 684 companies reported their latest shareholder numbers as of November 30, with 91 companies showing a continuous decline in shareholder numbers for over three periods [1]. - Rundou Co., Ltd. has the highest decline, with a current shareholder count of 20,735, down 40.50% over 11 periods [1]. - Other companies with significant declines include Zhuhua Design, which has seen a 21.92% drop over 9 periods, and several others like Kute Intelligent and Bainacheng [1]. Group 2: Market Performance - Among the companies with declining shareholder numbers, 23 have seen their stock prices rise, while 68 have experienced declines, with notable increases for Allianz Ruishi (up 35.02%), Longji Machinery (up 18.85%), and Zhejiang Meida (up 14.79%) [2]. - 28 companies, or 30.77%, outperformed the Shanghai Composite Index during this period, with Allianz Ruishi again leading with a relative return of 33.50% [2]. Group 3: Industry Distribution - The industries with the highest concentration of companies experiencing declining shareholder numbers include machinery equipment (15 companies), pharmaceutical biology (8 companies), and construction decoration (6 companies) [2]. - The distribution of these companies shows that 54 are listed on the main board, 35 on the ChiNext, and 2 on the Sci-Tech Innovation Board [2]. Group 4: Institutional Interest - In the past month, 15 companies with declining shareholder numbers have been subject to institutional research, with Yunnan Copper and Great Wall Securities receiving the most attention, each with 3 research sessions [2]. - The companies with the highest number of participating institutions in research include Sanxia Tourism (76 institutions), Bozhong Precision (43 institutions), and Yunnan Copper (25 institutions) [2].

Summary of Key Points Core Viewpoint - The number of shareholders in 279 ChiNext stocks has decreased as of November 30, with 134 stocks experiencing a decline, and 4 stocks seeing a drop of over 10% [1]. Group 1: Shareholder Changes - The stock with the largest decrease in shareholder numbers is Hangzhou Gaoxin, which has 10,361 shareholders, down 18.01% from the previous period, with a cumulative drop of 8.02% in stock price since the concentration of shares began [1]. - Allianz Vision has 4,708 shareholders, a decrease of 12.80%, while its stock price has increased by 5.75% during the same period [1]. - *ST Kaixin has 5,107 shareholders, down 12.18%, with a stock price increase of 1.79% since the concentration began [1]. Group 2: Continuous Shareholder Decline - A total of 35 ChiNext stocks have shown a continuous decline in shareholder numbers for more than three consecutive periods, with some stocks experiencing a decline for up to nine periods [1]. - Notable stocks with significant cumulative declines in shareholder numbers include Cooltech Intelligent, which has decreased by 16.05% over nine periods, and Zhukang Design, down 21.92% over the same timeframe [2]. Group 3: Market Performance - The average decline for concentrated stocks since November 21 is 1.10%, with notable gainers including Hengbo Co., up 20.89%, and Kaiwang Technology, up 12.64% [2]. - Industries with the most concentrated stocks include machinery, power equipment, and biomedicine, with 19, 16, and 15 stocks respectively [2]. Group 4: Fund Flow - As of December 2, 30 concentrated stocks have attracted leveraged funds, with Hengbo Co. and Kaiwang Technology seeing financing balances increase by 18.07% and 16.63%, respectively [2].

证券日报网讯12月2日，安联锐视（301042）在互动平台回答投资者提问时表示，截至2025年11月28 日，公司股东人数为4708户。 ...

安联锐视12月2日披露，截至11月30日公司股东户数为4708户，较上期（11月20日）减少691户，环比降 幅为12.80%。这已是该公司股东户数连续第7期下降。 证券时报·数据宝统计，截至发稿，安联锐视最新股价为69.40元，下跌0.19%，本期筹码集中以来股价 累计上涨1.09%。具体到各交易日，4次上涨，4次下跌。 融资融券数据显示，该股最新（12月1日）两融余额为3.89亿元，其中，融资余额为3.89亿元，本期筹码 集中以来融资余额合计增加661.81万元，增幅为1.73%。 公司发布的三季报数据显示，前三季公司共实现营业收入3.34亿元，同比下降39.63%，实现净利润 1516.66万元，同比下降79.85%，基本每股收益为0.2175元，加权平均净资产收益率19.62%。（数据 宝） （文章来源：证券时报网） ...

Market Overview - The computer equipment sector increased by 1.28% on December 1, with Zhongwei Electronics leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Top Performers - Zhongwei Electronics (300270) closed at 13.45, up 14.27% with a trading volume of 507,900 shares and a transaction value of 653 million yuan [1] - Fushen Technology (920190) closed at 27.48, up 6.02% with a trading volume of 54,800 shares and a transaction value of 149 million yuan [1] - Yilong Information (300588) closed at 32.40, up 4.92% with a trading volume of 195,900 shares and a transaction value of 633 million yuan [1] Underperformers - Siwei Liekong (603508) closed at 27.88, down 10.01% with a trading volume of 241,100 shares and a transaction value of 679 million yuan [2] - Tianmai Technology (300807) closed at 45.70, down 4.77% with a trading volume of 30,300 shares and a transaction value of 140 million yuan [2] - Tangyuan Electric (300789) closed at 24.20, down 4.01% with a trading volume of 35,300 shares and a transaction value of 85.87 million yuan [2] Capital Flow - The computer equipment sector experienced a net outflow of 458 million yuan from institutional investors, while retail investors saw a net inflow of 159 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Aerospace Intelligence (300455) had a net inflow of 106 million yuan from institutional investors, while retail investors experienced a net outflow of 53.89 million yuan [3] - Dahua Technology (002236) saw a net inflow of 75.84 million yuan from institutional investors, with retail investors facing a net outflow of 48.41 million yuan [3] - Zhongwei Electronics (300270) had a net inflow of 29.62 million yuan from institutional investors, while retail investors faced a net outflow of 17.87 million yuan [3]

来源：新浪证券-红岸工作室 11月28日，安联锐视涨0.49%，成交额1.48亿元，换手率3.13%，总市值50.06亿元。 异动分析 安防+人脸识别+智慧城市+人工智能+人民币贬值受益 1、公司自成立以来专注于安防视频监控产品软硬件的研发、生产与销售，是我国安防视频监控产品的 重要制造商之一。 公司经营以 ODM 模式为主，产品外销率高，以北美、欧洲、亚洲市场为主。 2、2025年4月23日互动易，公司在人脸识别技术上已有成熟的产品。 今日主力净流入2837.81万，占比0.19%，行业排名4/89，连续2日被主力资金增仓；所属行业主力净流 入-4.79亿，连续2日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入2837.81万1898.38万3780.62万6481.00万1.57亿 主力持仓 主力轻度控盘，筹码分布较为分散，主力成交额8223.17万，占总成交额的16.95%。 技术面：筹码平均交易成本为61.46元 该股筹码平均交易成本为61.46元，近期该股有吸筹现象，但吸筹力度不强；目前股价靠近压力位 73.50，谨防压力位处回调，若突破压力位则可能会开启一波上涨行情。 3、202 ...

Core Viewpoint - Allianz's investment in Anxing Yulian and the establishment of Yuanqi Lianan further implement the robotics industry strategy, positioning the company for significant growth in the coming years [1] Group 1: Company Strategy - The company is currently at a critical stage of steady development in its traditional security business while making strategic breakthroughs in the robotics sector [1] - The establishment of joint ventures indicates a commitment to expanding its footprint in the robotics industry [1] Group 2: Financial Outlook - If sanctions can be lifted by early 2026, the company is expected to see a notable increase in performance, driven by the recovery of foreign trade business leading to higher revenue and net profit [1] - The release of bad debt losses from accounts receivable, once sanctions are lifted, will contribute to profit growth [1] - The company demonstrates both short-term performance resilience and long-term growth potential [1] Group 3: Investment Rating - The profit forecast is maintained, and a "buy" rating is upheld based on the company's strategic positioning and expected financial recovery [1]

Investment Rating - The investment rating for the company is "Buy" [1] Core Insights - The company plans to increase its stake in the joint venture Anxing Yulian from 38% to 47.5% and establish a new joint venture, Jiangsu Yuanqi Lian'an Robot Technology Co., Ltd., with a 40% ownership to focus on the research, manufacturing, and sales of embodied intelligent robots [2][4] - The capital increase in Anxing Yulian is part of the company's strategic layout in the robotics industry, aligning with its overall development strategy and benefiting long-term growth [3] - The company is at a critical stage of steady development in its traditional security business while making strategic breakthroughs in the new robotics business, with expectations of significant revenue growth in 2026 if sanctions are lifted [5] Financial Summary - Revenue projections for 2025-2027 are estimated at 415 million, 668 million, and 922 million yuan, with year-on-year changes of -40%, +61%, and +38% respectively [5][7] - Net profit forecasts for the same period are 34 million, 87 million, and 138 million yuan, with year-on-year changes of -53%, +158%, and +58% respectively [5][7] - Earnings per share (EPS) are projected to be 0.49, 1.25, and 1.98 yuan for 2025, 2026, and 2027, corresponding to price-to-earnings (PE) ratios of 144, 56, and 35 times based on the closing price of 69.9 yuan on November 25 [5][7]

Investment Rating - The investment rating for the company is "Buy" [1]. Core Insights - The company plans to increase its stake in the joint venture Anxing Yulian from 38% to 47.5% and establish a new joint venture, Jiangsu Yuanqi Lian'an Robot Technology Co., Ltd., with a 40% ownership to focus on the research, manufacturing, and sales of embodied intelligent robots [2][4]. - The investment in Anxing Yulian is part of the company's strategic layout in the robotics industry, aligning with its overall development strategy and benefiting long-term growth [3]. - The company is at a critical stage of steady development in its traditional security business while making strategic breakthroughs in the new robotics business [5]. Financial Summary - The company expects revenues of 415 million, 668 million, and 922 million yuan for 2025, 2026, and 2027, respectively, with year-on-year changes of -40%, +61%, and +38% [5][7]. - The projected net profits for the same years are 34 million, 87 million, and 138 million yuan, with year-on-year changes of -53%, +158%, and +58% [5][7]. - Earnings per share (EPS) are forecasted to be 0.49, 1.25, and 1.98 yuan for 2025, 2026, and 2027, corresponding to price-to-earnings (PE) ratios of 144, 56, and 35 times based on the closing price of 69.9 yuan on November 25 [5][7].