Core Insights - The mobile accessories industry in China has experienced rapid growth over the past few decades, with a market size of 597.17 billion yuan in 2023, reflecting a year-on-year increase of 7.01% [1][9] - The market is projected to reach approximately 639.55 billion yuan in 2024, indicating continued expansion [1] - The industry encompasses a wide range of products, including protective accessories (e.g., phone cases, screen protectors), power accessories (e.g., chargers, power banks), and functional accessories (e.g., headphones, Bluetooth devices) [1][10] Industry Definition and Classification - Mobile accessories are additional devices or components designed to enhance, extend, or protect the functionality of mobile phones, catering to diverse user needs in various scenarios [2] Industry Development History - The mobile accessories industry in China has evolved over two decades, transitioning from a rudimentary phase (2000-2007) focused on OEM/ODM production to a mature and innovative stage [7] - The industry saw explosive growth from 2008 to 2015 with the rise of smartphones, leading to the emergence of new product categories and the growth of online sales channels [7] - From 2016 to 2019, the market underwent a consolidation phase due to slowing smartphone growth, prompting companies to innovate and establish technological barriers [7] - Since 2020, the industry has been driven by 5G and AIoT technologies, leading to trends such as smart, scenario-based, high-end, and ecological accessories [7] Current Industry Analysis - The mobile accessories market in China is projected to reach 1,791.5 billion yuan in 2023, with a growth rate of 2.1% [9] - The market is expected to grow to approximately 1,854.5 billion yuan in 2024, driven by ongoing consumer demand for mobile device upgrades [10] Industry Chain Analysis - The mobile accessories industry chain includes upstream raw material suppliers, midstream manufacturers, and downstream sales channels, with a focus on quality control and brand management [4] - The industry also encompasses after-sales services, logistics, supply chain management, and financial services to enhance user experience and operational efficiency [4] Key Enterprises in the Industry - Major players include UGREEN Technology, JMOST Technology, and Baseus, each with distinct market strategies and product offerings [18][21] - UGREEN focuses on a comprehensive product line and global distribution, achieving a revenue of 4.803 billion yuan in 2023, a 25.09% increase year-on-year [19] - JMOST specializes in high-end phone cases with military-grade protection, reporting a revenue of 676 million yuan in 2023, a decrease of 5.93% [21] Future Development Trends - The market is experiencing segmentation and diversification, with varying consumer demands across different demographics [23] - Brand building and globalization are critical for enhancing competitiveness, as companies seek to expand their international presence [24] - Personalization and customization are emerging as significant trends, with consumers seeking unique products that reflect their individual styles [25]

看点一：快充技术带来"换新潮"，产品结构升级趋势明确智能手机的普及直接带动了充电器、移动 电源等充电配件市场的增长，仅以充电器为例，全球年销量就至少1.2 亿个。2020 年氮化镓技术的应用 使得手机快充成为新消费趋势，2023 年氮化镓充电器成熟并加速渗透，催生一波"换新潮"。作为头部 品牌，公司率先完成技术储备，2024 年扩充氮化镓产品矩阵，再一次引领行业发展，加速供给出清。 同时充电配件的用户基数庞大，我们预计2024-26 年充电类营收CAGR=40%，且营收增速前高后低，最 终2026 年营收占比有望提升至44%。 看点二：NAS 存储从1 到10，第二成长曲线加速形成随着家庭、个人产生的数据指数级积累，2018 年以来NAS 存储从企业级走向消费级市场，是一个快速发展的新赛道。在这一背景下， 2020-23 年公 司累计投入1.13 亿元用于开发NAS 生态系统，2024 年9 月第二代NAS产品投放市场，2025 年1 月美国 CES 展上AI NAS 产品首次展出。公司凭借出色的需求洞察能力快速迭代产品，推动消费级NAS 的普 及。我们认为，NAS 存储或将成为下一个3C 消费大单品，通过全 ...

关于深圳市绿联科技股份有限公司 华泰联合证券有限责任公司 限售股份上市流通事项的核查意见 核查意见 上述限售股份解除限售的数量、上市流通的时间均符合相关规定的要求。 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐人"）作 为深圳市绿联科技股份有限公司（以下简称"绿联科技"或"公司"）首次公开 发行股票并在创业板上市持续督导阶段的保荐人，根据《证券发行上市保荐业务 管理办法》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自 律监管指引第 13 号——保荐业务》等有关规定，对绿联科技限售股份持有人持 有的限售股份将上市流通情况进行了认真、审慎的核查，并发表本核查意见，具 体情况如下： 一、公司首次公开发行股票并上市及之后的股本变化情况 经中国证券监督管理委员会《关于同意深圳市绿联科技股份有限公司首次公 开发行股票注册的批复》（证监许可〔2024〕402 号）同意注册，并经深圳证券交 易所同意，公司首次公开发行人民币普通股（A 股）股票 41,500,000 股，并于 2024 年 7 月 26 日在深圳证券交易所创业板上市。首次公开发行股票前，公司总 股本为373,409,806股，首次 ...

证券代码：301606 证券简称：绿联科技 公告编号：2025-003 3、本次解除限售股份上市流通日期为 2025 年 1 月 27 日（星期一）（因 2025 年 1 月 26 日为非交易日，故顺延至下一交易日）。 4、本次解除股份限售的股东请勿在解限期间办理转托管、质押式回购等会 导致托管单元发生变更的业务，否则可能导致相应股东解除限售失败。 一、首次公开发行网下配售股份概况 经中国证券监督管理委员会《关于同意深圳市绿联科技股份有限公司首次公 开发行股票注册的批复》（证监许可〔2024〕402 号）同意注册，并经深圳证券交 易所同意，公司首次公开发行人民币普通股（A 股）股票 41,500,000 股，并于 2024 年 7 月 26 日在深圳证券交易所创业板上市。首次公开发行股票前，公司总 股本为 373,409,806 股，首次公开发行股票完成后，公司总股本为 414,909,806 股，其中有流通限制或限售安排的股份数量为 383,701,519 股，占公司发行后总 股本的 92.48%；无流通限制及限售安排的股份数量 31,208,287 股，占公司发行 后总股本的 7.52%。 深圳市绿联科技 ...

经核实，公司前期所披露的信息不存在需要更正、补充之处；公司未发现近期公共媒体报道了可能或者 已经对公司股票交易价格产生较大影响的未公开重大信息；公司目前经营情况正常，内外部经营环境未 发生重大变化；公司、公司控股股东和实际控制人不存在关于公司应披露而未披露的重大事项，或处于 筹划阶段的重大事项；公司控股股东、实际控制人在公司股票交易异常波动期间不存在买卖公司股票的 情形。 财联社1月8日电，绿联科技公告，公司股票于2025年1月7日、2025年1月8日连续二个交易日收盘价格涨 幅偏离值累计达到30%以上，属于股票交易异常波动的情况。 ...

证券代码：301606 证券简称：绿联科技 公告编号：2025-001 深圳市绿联科技股份有限公司 关于股票交易异常波动公告 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。 一、股票交易异常波动的具体情况 深圳市绿联科技股份有限公司（以下简称"公司"）的股票于 2025 年 1 月 7 日、2025 年 1 月 8 日连续二个交易日收盘价格涨幅偏离值累计达到 30%以上， 根据深圳证券交易所（以下简称"深交所"）的有关规定，属于股票交易异常波 动的情况。 二、公司关注、核实情况的说明 针对公司股票异常波动的情况，公司董事会就相关事项进行了自查，并向公 司、公司控股股东、实际控制人就相关问题进行了核实，现将有关情况说明如下： 1、截至目前，公司前期所披露的信息，不存在需要更正、补充之处； 2、公司未发现近期公共媒体报道了可能或者已经对公司股票交易价格产生 较大影响的未公开重大信息； 3、公司目前经营情况正常，内外部经营环境未发生重大变化； 4、公司、公司控股股东和实际控制人不存在关于公司应披露而未披露的重 大事项，或处于筹划阶段的重大事项； 5、公司控股股东、实 ...

现场检查报告 | 现场检查手段：查阅与内部审计、委托理财、套期保值相关的制度，查阅审计委员会会 | | | | --- | --- | --- | | 议文件。 | | | | 1.是否按照相关规定建立内部审计制度并设立内部审计部 | √ | | | 门（如适用） | | | | √（上 2.是否在股票上市后六个月内建立内部审计制度并设立内 | | | | 部审计部门（如适用） | | 市前已 | | 设立） | | | | 3.内部审计部门和审计委员会的人员构成是否合规（如适 | √ | | | 用） | | | | 4.审计委员会是否至少每季度召开一次会议，审议内部审 | √ | | | 计部门提交的工作计划和报告等（如适用） | | | | 5.审计委员会是否至少每季度向董事会报告一次内部审计 | √ | | | 工作进度、质量及发现的重大问题等（如适用） | | | | 6.内部审计部门是否至少每季度向审计委员会报告一次内 | | | | 部审计工作计划的执行情况以及内部审计工作中发现的问 | √ | | | 题等（如适用） | | | | 7.内部审计部门是否至少每季度对募集资金的存放与使用 | √ ...

培训情况报告 华泰联合证券有限责任公司 关于深圳市绿联科技股份有限公司 持续督导期 2024 年培训情况报告 深圳证券交易所： 华泰联合证券有限责任公司（以下简称"华泰联合证券"、"保荐人"）作为 深圳市绿联科技股份有限公司（以下简称"绿联科技"、"公司"）首次公开发行 股票并在创业板上市的保荐人，根据《深圳证券交易所创业板股票上市规则》《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 圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等法规和规则的相 关规定以及绿联科技的实际情况，认真履行保荐人应尽的职责，对绿联科技的董 事、监事、高级管理人员、公司控股股东和实际控制人等相关人员进行了有计划、 多层次的后续培训，所培训的内容严格按照中国证券监督管理委员会及深圳证券 交易所有关持续督导的最新要求进行。 2024 年 12 月 3 日，华泰联合证券相关人员按照《深圳证券交易所上市公司 自律监管指引第 13 号——保荐业务》的要求完成了对绿联科技相关人员的持续 培训工作，特向贵所报送培训工作报告。 1 培训情况报告 工作经验、责任心强的业务骨干对公司培训对象进行了系统、细致 ...

Group 1: Company Strategy and Market Presence - The company leverages the "UGREEN" brand to establish a presence in both domestic and international markets, utilizing a combination of online and offline sales strategies [1] - UGREEN has successfully entered major e-commerce platforms such as Tmall, JD.com, Amazon, and Shopee, among others, while also expanding its offline channels through partnerships with distributors and large supermarkets [1] - The company has established a global distribution network, including partnerships with major retailers like Sam's Club and Walmart [1] Group 2: Product Offerings and Market Growth - UGREEN's NAS (Network Attached Storage) products provide secure and reliable data storage solutions, catering to the growing demand for data management in various devices [2] - The NAS market was valued at $257 billion in 2022 and is projected to reach $510 billion by 2028, indicating significant growth potential [2] - The company has adopted a business model that combines in-house production (approximately 20%+) with outsourced manufacturing (approximately 70%+) to optimize production efficiency [2] Group 3: Financial Performance and Growth Metrics - The company reported substantial growth in overseas markets, particularly in Europe and Southeast Asia, with year-on-year increases of 43.90% and 64.23% respectively [2] - The fastest growth was observed in the charging and storage product categories, with notable increases in sales of mobile power banks [2] Group 4: Supply Chain Management - UGREEN has established a supply chain that primarily relies on outsourced production, with a focus on maintaining quality and cost-effectiveness through a competitive supplier management system [2] - The company evaluates production subsidiaries and external suppliers based on product quality, pricing, and delivery timelines to ensure optimal procurement decisions [2] Group 5: Investor Relations Activity - The investor relations activity did not involve any disclosure of significant information [3]

Business Strategy - Focus on deepening and optimizing existing product categories rather than expanding into new ones [1] - Aim to maintain steady annual growth based on historical revenue trends [1] - Plan to enhance market coverage and brand awareness in current product lines [1] Product Development - Significant resources allocated to NAS product line, with plans for further innovation and service optimization [1] - Prioritize product quality and innovation to ensure competitiveness and meet consumer needs [2] - Continuous investment in R&D to drive product iteration and maintain competitiveness [1] Marketing and Sales Channels - Implement a dual-circulation strategy combining domestic and international markets, as well as online and offline channels [2] - Strengthen overseas offline channels through local subsidiaries and organizational expansion [2] - Domestic sales through major e-commerce platforms and offline distributors [2] - Overseas sales primarily via platforms like Amazon, Shopee, Lazada, and AliExpress, with some offline presence [2] Overseas Market Strategy - Focus on brand prominence in key or promising countries [2] - Establish local companies in overseas markets to support localized development [2] - Main overseas markets include Europe, the Americas, and Southeast Asia, which hold significant market share [2] Financial and Operational Plans - Future capital expenditure plans will be determined based on actual needs [2]