智迪科技在投资者关系活动中表示，AIPC的兴起与国内电竞产业的快速发展为公司带来显著增长空 间。AI PC出货量增长带动高性能外设配套需求，电竞市场高端化趋势则提升磁轴键盘等产品的渗透 率。公司凭借磁轴核心技术及垂直一体化制造能力，持续获得国际一线品牌的高端产品订单，推动业绩 实现稳健增长，产品结构与盈利能力同步优化。 ...

Core Viewpoint - The company has achieved large-scale production at its Vietnam factory, enhancing its vertical integration in manufacturing, which supports performance growth [1] Group 1: Manufacturing Capabilities - The Vietnam factory has complete vertical integration capabilities from SMT, injection molding to assembly [1] - The company is actively advancing its expansion project for computer peripheral products in Vietnam [1] Group 2: Competitive Advantages - The combination of a mature local electronics supply chain and the company's intelligent manufacturing system provides a comprehensive advantage in cost control [1] - Overall profitability and market competitiveness are continuously improving, making the Vietnam facility a crucial part of the company's global strategic layout [1]

答：公司的越南工厂已实现规模化量产，形成了从SMT、注塑到 组装的完整垂直一体化制造能力，其稳定运营与产能释放对支撑公 司业绩增长起到了积极作用。目前，公司位于越南的"计算机外设 产品扩产项目"仍在积极推进中，智迪科技的越南工厂在成本控制 方面具备一定的综合优势，当地日趋成熟的电子产业链配套，与公 司垂直一体化的智能制造体系相结合，有效提升了公司的整体盈利 能力与市场竞争力，是公司全球化战略布局的重要支点。 证券代码：301503 证券简称：智迪科技 珠海市智迪科技股份有限公司 投资者关系活动记录表 编号：2026-002 | 投资者关系活动类别 | 特定对象调研 ☐ 分析师会议 | | --- | --- | | ☐ | 媒体采访 业绩说明会 ☐ | | ☐ | 新闻发布会 路演活动 ☐ | | ☐ | 现场参观 | | ☐ | 其他（请文字说明其他活动内容） | | 参与单位名称及人员姓名 | 华熙控股、杉树资产、深圳民沣 | | 时间 | 2026年1月21日 14:00-16:00 | | 地点 | 智迪科技5楼会议室 | | 上市公司接待人员姓名 | 董事会秘书 常远博 | | | 证券事务代表 ...

Core Viewpoint - Zhuhai Zhiditech Co., Ltd. has shown robust performance in the first three quarters of 2025, driven by industry recovery and increased demand for high-end gaming products and PC accessories [2] Group 1: Financial Performance - In the first three quarters of 2025, the company achieved revenue of 1.099 billion yuan, representing a year-on-year increase of 14.29% [2] - The net profit attributable to shareholders reached 77 million yuan, reflecting a year-on-year growth of 13.45% [2] - The growth in performance is attributed to increased orders for bundled products and retail items, alongside enhanced delivery capabilities from the Vietnam factory [2] Group 2: Competitive Advantages - The company's competitive edge lies in three main areas: vertical integration in manufacturing, strong R&D capabilities, and a solid customer base [3] - Vertical integration covers the entire production chain from mold injection to assembly, ensuring product quality and delivery efficiency [3] - The company has developed automated production lines to reduce costs and possesses core technologies such as magnetic axis, supporting its high-end product strategy [3] Group 3: Magnetic Axis Product Market Position - The magnetic axis technology is based on non-contact sensing principles, relying on high-precision Hall sensors and customized driver chips, which are more costly than traditional mechanical axis products [4] - The magnetic axis products are positioned in the high-end market, offering advantages such as adjustable trigger key travel, zero latency, and extended lifespan, aligning well with high-end gaming and professional interaction needs [4] - The company anticipates a positive outlook for market share growth in magnetic axis products due to increasing customer collaboration and expanding application scenarios [4] Group 4: High-End Gaming Product Trends - The global gaming peripheral market is experiencing high demand, with clear trends towards high-end and scenario-based products [5] - The penetration rate of high-performance products like magnetic axis keyboards is rapidly increasing, supported by the rise of AIPC, which broadens the demand for high-end interaction [5] - The company is enhancing product structure by iterating on chips, axis types, and wireless solutions to meet high-end performance premium demands [5] Group 5: Future Growth Path - The company plans to continue focusing on its ODM core business, leveraging production capacity in Zhuhai and Vietnam to support steady growth in high-end gaming products [6] - In the medium to long term, the company aims to optimize profitability through technological innovation and operational efficiency, while sharing business results with all shareholders [6]

Group 1: Company Overview and Performance - Zhuhai Zhidi Technology Co., Ltd. has been a key player in the computer peripheral ODM industry for nearly 30 years, focusing on vertical integration from injection molding to assembly and core technologies like magnetic axis [2][3] - In the first three quarters of the past year, the company achieved a revenue of CNY 1.099 billion and a net profit of CNY 77 million, representing year-on-year growth of 14.29% and 13.45% respectively [2][3] Group 2: Market Trends and Product Demand - The esports equipment and AIPC markets have shown steady growth, positively impacting the company's product demand and operations [2][4] - The magnetic axis products, positioned for high-end esports and professional interaction scenarios, have gained market recognition, with increasing cooperation from core customers [4][5] Group 3: Competitive Advantages - The company possesses significant technological barriers with multiple core patents, including light magnetic micro-motion and magnetic axis keyboards, ensuring superior product consistency [3][4] - Efficient smart manufacturing through self-developed automated production lines has reduced costs while maintaining high delivery efficiency and stable gross margins [3][4] Group 4: Future Outlook and Strategy - The company plans to continue focusing on its ODM core business, leveraging capacity expansion, customer development, and product upgrades for steady growth [6][7] - There is an intention to expand product categories while maintaining a focus on the computer peripheral sector, aligning with market trends and customer needs [6][7]

Core Viewpoint - Zhidi Technology (301503) is a professional ODM enterprise engaged in the research, production, and sales of computer peripheral products such as keyboards and mice, with a global market strategy focused on serving internationally renowned PC and peripheral brand clients [1] Group 1 - The company has established two major production bases in Zhuhai and Vietnam, leveraging the global supply capacity advantages of the Vietnam manufacturing base [1] - The company is committed to deepening cooperation with international core clients and expanding both domestic and overseas markets [1]

Core Viewpoint - The company, Zhidi Technology (301503), focuses on computer peripheral keyboards and does not currently engage in the brain-computer interface sector. The company aims to enhance its existing products through innovation in intelligence, personalization, and high-end features to improve user experience across various scenarios such as learning, business, office, and entertainment [1]. Group 1 - The main product of the company is computer peripheral keyboards [1] - The company is not involved in the brain-computer interface field [1] - The strategic focus is on deepening innovation in existing products [1] Group 2 - The company is monitoring developments in cutting-edge technologies related to computer peripherals [1] - The goal is to enhance user experience in various operational scenarios [1]

Core Viewpoint - The company Zhuhai Zhiditech Co., Ltd. is experiencing fluctuations in stock performance, with a recent slight decline and a total market capitalization of 2.875 billion yuan, while its business is primarily focused on computer peripherals and automation solutions [1][7]. Company Overview - Zhuhai Zhiditech Co., Ltd. was established on August 28, 1996, and went public on July 17, 2023. The company specializes in the research, development, production, and sales of computer peripherals, including keyboards and mice [7]. - The revenue composition of the company includes keyboards (48.23%), keyboard and mouse sets (27.61%), mice (20.25%), and other products (4.33%) [7]. - As of September 30, 2023, the company reported a revenue of 1.099 billion yuan for the first nine months of 2023, reflecting a year-on-year growth of 14.29%, and a net profit attributable to shareholders of 77.08 million yuan, up 13.47% year-on-year [7]. Business Segments - The company’s subsidiary, Jierui Technology, focuses on the design, development, installation, and debugging of non-standard automation production lines and equipment, including robotics applications and software development [2][3]. - Jierui Technology has developed AI-based flexible gripping devices that utilize 3D vision and deep learning technologies for automated production processes, addressing the need for quick material changeovers in small-batch, multi-variety production [2]. Market Position and Financials - The company benefits from a high overseas revenue ratio, with 87.24% of its revenue coming from international markets, which is advantageous due to the depreciation of the Chinese yuan [3]. - The average trading cost of the stock is 37.87 yuan, with the current price fluctuating between resistance at 36.82 yuan and support at 35.00 yuan, indicating potential for short-term trading strategies [6]. Shareholder Information - As of September 30, 2023, the number of shareholders decreased by 2.95% to 8,402, while the average number of shares held per shareholder increased by 3.03% to 3,865 shares [7]. - The company has distributed a total of 121 million yuan in dividends since its A-share listing [8].

Group 1 - The core point of the article is that Zhidi Technology (SZ 301503) announced a board meeting to discuss amendments to fundraising projects and the allocation of funds to its wholly-owned subsidiary [1] - Zhidi Technology's revenue composition for the year 2024 is reported to be 98.72% from the computer peripheral industry and 1.28% from other businesses [1] - As of the report date, Zhidi Technology has a market capitalization of 2.9 billion yuan [1]

证券代码：301503 证券简称：智迪科技 公告编号：2025-049 珠海市智迪科技股份有限公司 关于部分募投项目增加实施地点、延长实施期限及 使用部分募集资金向全资子公司增资及提供借款实 施募投项目的公告 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。 珠海市智迪科技股份有限公司（以下简称"公司"）于2025年12月25日召 开第四届董事会第六次会议，审议通过了《关于部分募投项目增加实施地点、 延长实施期限及使用部分募集资金向全资子公司增资及提供借款实施募投项目 的议案》，同意公司结合实际业务需求，增加募集资金投资项目"计算机外设 产品扩产项目"（以下简称"募投项目"）实施地点，延长该募投项目的实施 期限，并使用不超过人民币5,735万元的募集资金分阶段向全资子公司越南智迪 科技有限公司（以下简称"越南智迪"）增资及提供借款以实施募投项目。 根据《深圳证券交易所上市公司自律监管指引第2号——创业板上市公司规 范运作》《深圳证券交易所创业板股票上市规则》《公司章程》的相关规定， 上述事项在董事会审批权限内，无需提交股东会审议。现将有关情况公告如下： 一、募集 ...