歌尔股份注册资本增3.6%至35.4亿元，股价近期震荡

Group 1 - The core point of the article is that GoerTek has completed a capital increase, raising its registered capital from approximately 3.42 billion RMB to about 3.54 billion RMB, reflecting a 3.6% increase, which may indicate adjustments in the company's capital structure [1] Group 2 - In the recent week (February 9 to 12, 2026), GoerTek's stock price fluctuated with a cumulative increase of 0.65% and a volatility of 2.52%. The closing price on February 12 was 26.35 RMB, with a slight daily increase of 0.15%. However, as of February 13, the latest price was 26.19 RMB, down 0.61% from the previous day. The trading volume during this period was approximately 5.685 billion RMB, indicating high market attention [2] Group 3 - Recent market analysis focuses on GoerTek's positioning in the AI hardware sector. A report from Changjiang Securities in November 2025 indicates that the company, as a leading OEM for AI glasses for clients like Meta and Xiaomi, is expected to benefit from the AI wave, with a projected compound annual growth rate of approximately 26% for net profit attributable to shareholders from 2025 to 2027. Additionally, as of February 12, 2026, GoerTek holds over 70% of the global market share in VR/AR OEM, with the AI glasses business anticipated to be a new growth driver, although customer concentration and debt risk should be monitored. Institutions generally view the current valuation (PE-TTM around 32 times) as reasonable, with a clear long-term growth logic [3]