Industry Overview - The Chinese wireless keyboard industry is undergoing a profound transformation, moving from an early stage of technological experimentation and popularization to a new development cycle characterized by consumer segmentation, scenario refinement, and technological competition [1][6] - By 2025, the market size of the Chinese wireless keyboard industry is expected to approach 2.2 billion yuan [1][8] - The rise of customized designs, such as hot-swappable switches, Gasket structures, and RGB backlighting, is enhancing user experience and driving personalized consumption trends [1][8] Market Size - The market size of the Chinese wireless keyboard industry is projected to reach nearly 2.2 billion yuan by 2025, indicating significant growth potential [1][8] Industry Chain - The upstream of the wireless keyboard industry includes components such as chips, wireless communication modules, microcontrollers, sensors, PCB circuit boards, mechanical switches, lithium batteries, keycaps, and plastic housings [4] - The midstream involves the production and manufacturing of wireless keyboards, while the downstream applications span smart homes, remote work, mobile entertainment, esports, and creative design, driving product diversification [4] Key Companies - The competitive landscape of the Chinese wireless keyboard industry features international brands like Logitech and Razer dominating the high-end market, while domestic companies such as Rapoo and Keychron focus on cost-effectiveness and technological innovation [8][9] - Emerging brands like Black Canyon and Aishi Stone are entering the esports and high-end markets through innovative technologies and industrial design [8] Industry Development Trends 1. Continuous iteration of wireless connection technology, with multi-mode and low latency becoming core standards [12] 2. The demand for ergonomic designs and personalized customization is expected to drive product diversification, with a focus on health and self-expression [13] 3. The market growth will increasingly come from precise satisfaction of specific scenarios, such as remote and hybrid work, as well as specialized keyboards for professionals like programmers and designers [14]

格隆汇2月6日丨智迪科技(301503.SZ)公布，特定股东珠海市智控投资企业（有限合伙）（简称"智控投 资"）计划在本公告披露之日起3个交易日后的3个月内以集中竞价交易方式减持公司股份不超过24.18万 股（占公司总股本比例0.30%）。 ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经头条（nbdtoutiao）——目标是囤700吨黄金！连续两年增持黄金最多的央行宣布：再买150吨 （记者 胡玲） 每经AI快讯，智迪科技2月6日晚间发布公告称，持有珠海市智迪科技股份有限公司股份368万股（占公 司总股本比例为4.6%）的特定股东珠海市智控投资企业（有限合伙）计划在本公告披露之日起3个交易 日后的3个月内以集中竞价交易方式减持公司股份不超过约24万股（占公司总股本比例为0.3%）。本次 拟减持股份不包含公司控股股东、实际控制人谢伟明、黎柏松的份额；本次拟减持股份的董事、高级管 理人员，每年转让股份不超过其持有公司股份总数的25%。 ...

智迪科技公告，持股368万股、占比4.60%的股东智控投资计划自披露之日起3个交易日后的3个月内， 即2026年2月12日至2026年5月11日，以集中竞价方式减持不超24.18万股，占比0.30%，减持价格将按届 时市场价格确定。 ...

南财智讯2月6日电，智迪科技公告，持有公司股份368万股（占公司总股本比例4.60%）的特定股东珠 海市智控投资企业（有限合伙）（简称"智控投资"）计划在本公告披露之日起3个交易日后的3个月内以 集中竞价交易方式减持公司股份不超过24.18万股（占公司总股本比例0.30%）。 ...

证券代码：301503 证券简称：智迪科技 公告编号：2026-001 珠海市智迪科技股份有限公司 关于股东减持股份的预披露公告 珠海市智控投资企业（有限合伙）保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或者重大遗漏。 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、持有珠海市智迪科技股份有限公司（以下简称"公司"）股份3,680,000 股（占公司总股本比例4.60%）的特定股东珠海市智控投资企业（有限合伙）（以 下简称"智控投资"）计划在本公告披露之日起3个交易日后的3个月内以集中竞 价交易方式减持公司股份不超过241,800股（占公司总股本比例0.30%）。 2、本次拟减持股份不包含公司控股股东、实际控制人谢伟明、黎柏松的份 额；本次拟减持股份的董事、高级管理人员，每年转让股份不超过其持有公司股 份总数的25%。 公司于近日收到智控投资出具的《股份减持计划告知函》，现将有关情况公 告如下： 一、股东的基本情况 （一）股东名称：智控投资 （二）股东持股情况：截至本公告披露日，智控投资持有公司股份3,680,000 ...

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]

Group 1: Company Overview and Business Model - Zhuhai Zhiditech Co., Ltd. has focused on the ODM field of computer peripherals since its establishment in 1996, leveraging vertical integration from mold injection to assembly [2][3] - The company serves international first-tier brands, primarily in the business office and esports gaming sectors, which are experiencing high growth [2][3] - The establishment of a factory in Vietnam has strengthened the company's manufacturing advantages and global layout [2][4] Group 2: Market Trends and Growth Drivers - The rise of AIPC and the booming domestic esports industry provide growth opportunities for the company's products, particularly in high-performance peripherals [2][5] - The demand for high-end products, such as magnetic axis keyboards, is increasing due to the high-end trend in the esports market, enhancing product penetration rates [2][5][6] - The global esports market is experiencing steady growth and structural adjustments, driven by a diversified content ecosystem and supportive policies [7][8] Group 3: Competitive Advantages - The company's core competitiveness lies in its integrated technology, manufacturing, and customer service, creating a comprehensive barrier [3] - The vertical integration ensures high product quality and rapid delivery, while long-term service to international brands forms a stable and high-threshold customer ecosystem [3] Group 4: Production Capacity and Cost Advantages - The Vietnam factory has achieved large-scale production, contributing positively to the company's performance growth [4] - The ongoing expansion project in Vietnam is progressing well, with cost advantages stemming from a mature local electronics supply chain [4] Group 5: Product Performance and Future Outlook - High-end esports products are showing a robust growth trend driven by demand, technology, and customer engagement [5] - The magnetic axis keyboard has received positive market feedback, with sales continuously rising, contributing to a structural increase in average product prices [6] Group 6: Dividend Policy - The company emphasizes investor returns, maintaining a stable cash dividend rhythm since its listing in 2023, with plans for future dividends based on operational performance and cash flow [8]

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]