Group 1: Sports and Events - Sichuan's "Bashu Xiongjing Cup" will draw on the successful development experience of the "Supert League" to enhance the event system and promote fair competition [1] - The competition is scheduled to take place from June 21 to July 6, 2025, with the finals set for September 5 to September 27, featuring both men's and women's teams in an eleven-a-side format [1] Group 2: Automotive Industry - Xiaopeng Motors aims to be among the first companies to introduce advanced intelligent driving assistance in Hong Kong, with plans for vehicle readiness and software development within two months [3] - The company is looking to leverage Hong Kong as a launchpad for global expansion in the smart driving sector [3] Group 3: Financial Technology - Ant Group's Ant Digital has initiated the application for a stablecoin license in Hong Kong, having already engaged in multiple rounds of discussions with regulators [4] - The establishment of "Ant Xinneng" in collaboration with GCL-Poly is part of Ant's strategy to anchor its global financial presence [4] Group 4: Technology and AI - Scale AI has received a significant new investment from Meta, with CEO Wang Tao stepping down to join Meta while remaining on Scale AI's board [5] - The company is actively seeking a new CTO to strengthen its engineering team [5] Group 5: Market Regulation - The State Administration for Market Regulation reported that over 99.5% of 3,605 batches of frozen beverages passed inspection, indicating a stable improvement in food safety [6] Group 6: Robotics and Elderly Care - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs are launching pilot projects for smart elderly care robots in various settings, with preparations already underway in Hunan [7] Group 7: Corporate Earnings - Adobe reported Q2 revenue of $5.87 billion, exceeding analyst expectations of $5.8 billion, with projected digital media revenue for Q3 between $4.37 billion and $4.4 billion [8] Group 8: Mergers and Acquisitions - BioNTech has signed an agreement to acquire CureVac for $1.25 billion, aimed at enhancing its mRNA cancer immunotherapy research and commercialization efforts [9] Group 9: Stock Market Regulation - The Hong Kong Securities and Futures Commission is considering optimizing the Stock Connect program and adjusting the minimum trading lot size to enhance market liquidity [11][12] Group 10: Real Estate Initiatives - The Guangxi government aims to acquire 25,000 units of existing commercial housing by 2025 as part of its consumption promotion strategy [13]

Core Viewpoint - Yibo Technology (301366.SZ) is actively providing PCB R&D design and PCBA prototyping and small-batch manufacturing services to various clients in the robotics sector, indicating a strategic focus on this growing industry [1] Group 1: Company Overview - Yibo Technology has established partnerships with numerous clients in the robotics field, including notable companies such as Yushu Technology, UBTECH, and Stand [1] - The revenue contribution from individual clients is relatively small, suggesting a diversified client base that mitigates risks associated with dependency on single customers [1] Group 2: Services Offered - The company specializes in PCB R&D design and PCBA prototyping, catering specifically to the needs of the robotics industry [1] - Small-batch manufacturing services are also part of the offerings, which aligns with the requirements of clients in the robotics sector [1] Group 3: Client Confidentiality - Due to confidentiality agreements with clients, specific transaction details cannot be disclosed, highlighting the importance of client relationships and trust in the business model [1]

Company Overview - Established in 2003, focusing on PCB design technology services with over 800 R&D engineers [1] - Leading position in the PCB design industry, specializing in high-quality quick-turn manufacturing and small batch production [2] - Serves over 3,000 clients annually across various sectors including telecommunications, industrial control, AI, and aerospace [2] Financial Performance - PCB design segment has an average gross margin of approximately 40% [3] - PCBA manufacturing services, including PCB fabrication and assembly, maintain an average gross margin of over 30% [3] Production Capacity and Expansion - Current production capacity is sufficient to meet growing customer demand, with ongoing projects in Zhuhai and Tianjin [5] - Future capacity expansion will be based on customer orders and market expectations, with potential for mergers or collaborations to enhance shareholder returns [6] Industry Applications - Engages with clients in the AI sector, covering areas such as voice and image recognition, AR/VR, and robotics [6] - Collaborates with various clients in the robotics field, providing PCB design and small batch manufacturing services [6] Labor and Profitability - Rising labor costs are manageable as long as sales growth outpaces labor cost increases; employee turnover is low, contributing to stable production efficiency [6]

Company Overview - Established in 2003, focusing on PCB design technology services with over 800 R&D engineers [1] - Industry leader in high-speed and high-density PCB design, providing high-quality rapid prototyping and small-batch manufacturing services [1][2] - Serves over 3,000 clients annually across various sectors including telecommunications, industrial control, AI, and aerospace [2] Production Capacity and Expansion Plans - The Zhuhai PCB factory is positioned for high-end rapid delivery and small-batch PCB manufacturing, with a planned capacity of up to 120 layers [3] - Initial capital expenditure of approximately 550 million RMB, with an expected additional investment of 300-500 million RMB for the second phase [3] - Current production capacity is sufficient to meet growing customer demand, with ongoing projects aimed at enhancing efficiency and expanding client relationships [6] Financial Performance and Profitability - The company’s gross margin is significantly higher than industry peers, primarily due to a focus on R&D prototyping orders, which account for about 90% of total orders [4] - The pricing model incorporates engineering service fees, contributing to higher margins compared to traditional EMS manufacturers [4][9] Order and Payment Cycle - PCB design orders typically take 2-4 weeks, while PCB+PCBA production requires 1-2 months from order to delivery [7] - Most clients operate on a monthly payment cycle [7] Strategic Focus and Future Developments - The company is actively collaborating with robotics firms and is preparing for increased demand in AI-related hardware, including high-end servers and data centers [10] - Anticipates the Zhuhai factory will contribute positively to overall revenue, with expectations of achieving monthly breakeven within the year [11] Customer Engagement and Communication - The company emphasizes transparent communication with investors, adhering to strict information disclosure protocols [11]

Core Insights - The company expects an export revenue of RMB 64.189 million for 2024, accounting for 7.23% of total revenue, with less than 5% of this revenue coming from exports to the U.S. [2] - The company maintains a high level of market sensitivity and actively responds to changes in international trade policies to ensure stable operations and sustainable development [2] - The Zhuhai factory is positioned for high-end quick-turn PCB services, with an initial focus on R&D prototyping and small batch production, and aims to achieve breakeven within the year [2] Business Operations - The company collaborates with major firms like NVIDIA, Intel, and AMD in PCB design and PCBA production, offering tailored services that vary by client [3] - The first phase of the Zhuhai factory targets high-end PCB production, with a planned capacity of up to 120 layers, focusing on AI-related products [2] - Revenue growth in Q1 exceeded 30%, driven by the introduction of new clients in the network communication sector [2]

Company Overview - Established in 2003, focusing on PCB design technology services with over 800 R&D engineers [1] - Industry leader in high-speed, high-density PCB design with a commitment to high-quality rapid delivery services [1][2] - Serves over 3,000 clients across various sectors including telecommunications, industrial control, AI, and aerospace [2] Financial Performance - Q1 2025 reported a loss of CNY 18.16 million due to initial production phase costs and depreciation [4][5] - The new PCB factory in Zhuhai is expected to reach breakeven within the year, with a total investment of approximately CNY 800 million [3][4] Production Capacity and Expansion - The Zhuhai factory's first phase focuses on high-end quick-turn PCB services, with a planned capacity of up to 120 layers [3] - The company is strategically expanding its production capabilities to meet the growing demand for high-end PCBs [7][16] Client Relationships and Market Position - Collaborates with major clients in robotics and AI, with minimal revenue impact from individual clients due to diversified customer base [6][12] - The company maintains a strong domestic client base, with exports contributing 7.23% of total revenue [11][13] Future Growth and Development - Anticipates stable growth in PCB design services driven by increasing complexity and customization in client products [14] - Plans to enhance PCBA manufacturing services to meet rising demand for flexible and customized solutions [14][15] - Recent performance improvements attributed to new projects and enhanced operational efficiencies [16]

证券代码：301366 证券简称：一博科技 公告编号：2025-023 深圳市一博科技股份有限公司 2024 年度权益分派实施公告 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、根据《中华人民共和国公司法》《深圳证券交易所上市公司自律监管指引 第 9 号——回购股份》等相关规定，上市公司股票回购专用证券账户中的股份不 享有利润分配权利。深圳市一博科技股份有限公司（以下简称"公司"）股票回 购专用证券账户中的 1,159,500 股不参与本次权益分派。因此，公司 2024 年度权 益分派方案为：以公司当前总股本 150,000,001 股剔除股票回购专用证券账户中 的股份 1,159,500 股后的 148,840,501 股为基数，向全体股东每 10 股派发现金 4.00 元（含税），实际派发现金分红总额为 59,536,200.40 元（含税），同时以资本 公积金向全体股东每 10 股转增 4 股，合计转增 59,536,200 股。 2、本次权益分派实施后，按公司总股本（含回购股份）折算每 10 股现金红 利和每 10 股转增股数的除权除 ...

Core Insights - The inkjet printer market in China is experiencing a decline due to economic fluctuations, budget tightening, and consumer downgrade, with a projected shipment volume of 7.292 million units in 2024, representing an 8.7% year-on-year decrease [1][15][13] - Despite the overall decline, there is an anticipated recovery in demand in the second half of 2024, particularly driven by back-to-school season and the increasing importance of printers among students [1][15] - The market is expected to benefit from the continuous innovation in inkjet technology and an improvement in the economic environment, leading to a potential rebound in shipment volumes [1][15] Industry Overview - Inkjet printers are non-contact printers that recreate digital images by pushing ink droplets through nozzles onto paper and plastic substrates [1][15] - The technology includes ion ink, which is guided by a magnetic plate to spray onto paper, and is utilized across various industries such as advertising, textiles, packaging, education, and pharmaceuticals [1][15] - The classification of inkjet printers can be based on various factors including maximum print width, ink cartridge type, and whether they support network printing [4][5] Market Trends - The inkjet printer market in China saw a steady increase in shipments from 2017 to 2022, but has faced a downturn from 2023 to 2024 [1][15] - The overall printer market in China is projected to have a total shipment volume of 15.308 million units in 2024, with inkjet printers becoming the largest category, surpassing laser printers [13][15] - The market size for inkjet printers in China is estimated to be around $704 million in 2024, reflecting a shift towards inkjet technology due to its advantages in small batch printing and color output [16] Competitive Landscape - The competitive landscape of the inkjet printer market in China is characterized by a dual-track system where foreign companies dominate the high-end market while local companies are emerging through differentiated innovation [18][20] - Major international players include Epson, HP, Canon, and Brother, while local companies like Honghua Digital and Xiaomi are expanding their market presence [18][20] - The industry is witnessing a trend towards green and smart products, with a focus on low-energy consumption and recyclable materials, as well as the integration of IoT technologies for remote management and cloud printing [26][27] Future Outlook - The demand for inkjet printers is expected to continue growing due to the acceleration of digital transformation, with increasing needs from home offices, online education, and small businesses [25] - The commercial market for inkjet printers is projected to expand further, driven by the demand for short-run printing and personalized packaging [27] - The trend towards green and intelligent products will shape the future of the inkjet printer market, with a focus on sustainable practices and advanced technology integration [26][27]

Group 1: Capacity and Production - The company's production capacity is currently aligned with market demand, maintaining a normal utilization rate [3] - The Zhuhai Yisheng PCB factory is in the initial production phase, gradually increasing its capacity and receiving positive feedback from clients [3] - The Tianjin PCB factory has also completed its initial phase and is meeting the flexible production needs of clients in North China [3] Group 2: Strategic Development - The core development strategy for 2025 focuses on enhancing operational efficiency and providing a one-stop hardware innovation platform for PCB design, manufacturing, and assembly services [4] - The company aims to increase medium-volume production services while leveraging its capabilities in next-generation communication technologies and AI [4] Group 3: Financial Performance - The company reported a "revenue increase without profit increase" in Q4 2024 due to high costs associated with new factory setups and insufficient client orders [5] - R&D expenses for 2024 totaled CNY 10,986.82 million, representing a year-on-year increase of 8.86%, accounting for 12.38% of total revenue [6] Group 4: Market Position and Competitive Advantage - The company is recognized as a leading third-party PCB design service provider, with a strong team and advanced simulation technology [5] - The PCB industry is expected to grow due to increasing demand driven by advancements in AI, data centers, and integrated circuits [11] Group 5: Future Growth Opportunities - Future growth points include increased orders from the Zhuhai fundraising project and the Zhuhai Yisheng high-end PCB factory [12] - The company plans to enhance its service capabilities and expand its market reach, focusing on flexible production needs [12] Group 6: Export and Trade Impact - In 2024, export revenue was CNY 6,418.90 million, accounting for 7.23% of total revenue, with less than 5% from exports to the U.S., indicating minimal impact from U.S. tariffs [9]

2024 年年度股东大会决议公告 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：301366 证券简称：一博科技 公告编号：2025-022 深圳市一博科技股份有限公司 一、会议召开和出席情况 （一）会议召开情况 重要内容提示： 1、会议召开时间： （1）现场会议时间：2025 年 5 月 20 日（星期二）下午 14：30 （2）网络投票时间：2025 年 5 月 20 日，其中，通过深圳证券交易所交易系 统进行网络投票的具体时间为：2025 年 5 月 20 日上午 9:15-9:25、9:30-11:30， 下午 13:00-15:00；通过深圳证券交易所互联网投票系统投票的具体时间为：2025 年 5 月 20 日 9:15-15:00。 2、会议召开地点：深圳市南山区粤海街道深大社区深南大道 9819 号地铁金 融科技大厦 11F 公司会议室 3、会议召开及表决方式：本次股东大会召开现场会议，采用现场投票与网 络投票相结合的方式表决。 1、本次股东大会无增加、变更、否决议案的情况； 4、会议召集人：董事会 2、本次股东大会不涉及变更前次股 ...