投资者可于 2025 年 09 月 24 日 （星期三） 至 09 月 30 日 （星期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 bydmb@biyigroup.com 进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 证券代码：603215 证券简称：比依股份 公告编号：2025-057 浙江比依电器股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 10 月 09 日 （星期四） 14:00-15:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 四、 投资者参加方式 浙江比依电器股份有限公司（以下简称"公司"）已于 2025 年 8 月 26 日发布 公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 ...

Group 1 - The company holds a 0.2513% stake in Tian Shuzi Xin [1]

Group 1 - Zhejiang Biyi Intelligent Manufacturing Technology Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on the sales of power electronic components and manufacturing of consumer robots [1] - Biyi Intelligent Manufacturing is wholly owned by Biyi Co., Ltd. (stock code: 603215) [1] Group 2 - Food and Beverage ETF (product code: 515170) tracks the CSI segmented food and beverage industry theme index, with a recent five-day decline of 3.49% and a price-to-earnings ratio of 20.36 times [3] - Gaming ETF (product code: 159869) tracks the CSI Animation and Gaming Index, showing a slight decline of 0.56% over the last five days, with a price-to-earnings ratio of 46.16 times [4] - Cloud Computing 50 ETF (product code: 516630) tracks the CSI Cloud Computing and Big Data theme index, with a minimal decline of 0.06% recently and a high price-to-earnings ratio of 123.79 times [5]

Group 1 - Zhejiang Biyi Intelligent Manufacturing Technology Co., Ltd. has been established with a registered capital of 10 million yuan [1] - The company's business scope includes sales of electronic components, manufacturing of other electronic devices, and sales of consumer robots [1] - Biyi Intelligent Manufacturing is wholly owned by Biyi Co., Ltd. [1]

Group 1: E-commerce and Logistics - AliExpress has expanded its overseas management service to cover 30 countries, with over 50% of transaction volume in large items like furniture and appliances coming from this service [1] - The service enhancement includes the launch of official logistics in some countries to improve the last-mile delivery experience ahead of the Double 11 shopping festival [1] Group 2: Investment and Development - McDonald's China plans to invest over 400 million RMB in talent training and development over the next three years, focusing on upgrading its Hamburger University [2] - The investment aims to incorporate AI tools for personalized learning paths and virtual mentorship, enhancing the training of nearly 10,000 students annually [2] - Celltrion intends to invest approximately 1 billion USD to acquire and expand a biopharmaceutical plant in the U.S. to mitigate tariff risks [5] Group 3: Corporate Actions and Financing - Jiangsu Port Container Group's registered capital has increased from approximately 1.61 billion RMB to about 2.02 billion RMB, marking a 25% increase [6] - Noitom Robotics has completed an angel round financing of several tens of millions, with a Pre-A round currently underway [7] - Zhejiang Biyi has established a new manufacturing technology company with a registered capital of 10 million RMB, focusing on home appliance development and sales [8] Group 4: Trade Agreements - The EU and Indonesia have signed a free trade agreement after nine years of negotiations, which will eliminate over 98% of tariffs, benefiting labor-intensive and emerging industries [2] - The agreement is expected to save EU exporters over 600 million euros annually in tariffs on goods exported to Indonesia [2] Group 5: New Ventures - Guoshou (Nanjing) Health Management Co., Ltd. has been established with a registered capital of approximately 323 million RMB, focusing on health consulting and elderly care services [9] - Hefei Huanliu Technology Co., Ltd. has been set up with a registered capital of 2 million RMB, specializing in AI software development [10]

Group 1 - Zhejiang Biyi Intelligent Manufacturing Technology Co., Ltd. has been established with a registered capital of 10 million RMB [1] - The legal representative of the company is Wen Chao [1] - The company's business scope includes research and development, manufacturing, and sales of household appliances, as well as sales of smart home consumer devices [1] Group 2 - Biyi Intelligent Manufacturing is wholly owned by Biyi Co., Ltd. (stock code: 603215) [1]

Group 1 - The core viewpoint of the news is that Biyi Co., Ltd. experienced a decline in stock price, dropping by 5.33% to 21.66 CNY per share, with a trading volume of 150 million CNY and a turnover rate of 3.62%, resulting in a total market capitalization of 4.071 billion CNY [1] - Biyi Co., Ltd. is located in Yuyao City, Zhejiang Province, and was established on March 20, 2001. The company went public on February 18, 2022, and its main business involves the design, manufacturing, and sales of household kitchen appliances [1] - The revenue composition of Biyi Co., Ltd. is as follows: air ovens and air fryers account for 85.12%, coffee machines and others 9.43%, deep fryers 4.43%, and environmental appliances 1.03% [1] Group 2 - Among the top ten circulating shareholders of Biyi Co., Ltd., a fund under Dacheng Fund ranks as a significant shareholder. The Dacheng CSI 360 Internet + Index A (002236) entered the top ten circulating shareholders in the second quarter, holding 754,100 shares, which is 0.4% of the circulating shares [2] - The Dacheng CSI 360 Internet + Index A (002236) was established on February 3, 2016, with a latest scale of 698 million CNY. Year-to-date, it has achieved a return of 34.45%, ranking 1422 out of 4220 in its category; over the past year, it has returned 90.82%, ranking 730 out of 3814; and since inception, it has returned 217.1% [2]

Market Overview - On September 22, the small home appliance sector fell by 1.64%, with Stone Technology leading the decline [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Stock Performance - Key stocks in the small home appliance sector showed varied performance, with Bi Yi Co., Ltd. rising by 10.00% to a closing price of 22.88 [1] - Stone Technology saw a significant drop of 5.33%, closing at 200.22 [3] - Other notable declines included Fu Jia Co., Ltd. down 5.08% and Ou Sheng Electric down 4.77% [3] Trading Volume and Capital Flow - The small home appliance sector experienced a net outflow of 98.36 million yuan from institutional investors, while retail investors saw a net inflow of 114 million yuan [3][4] - Bi Yi Co., Ltd. had a net inflow of 96.24 million yuan from institutional investors, indicating strong interest [4] Individual Stock Highlights - Bi Yi Co., Ltd. had a trading volume of 89,600 hands and a transaction amount of 202 million yuan [1] - Stone Technology's trading volume was 77,300 hands with a transaction amount of 154.2 million yuan [3] - The performance of other stocks like Su Poer and Kai Neng Health was relatively stable, with minor fluctuations in their closing prices [1][3]

Investment Rating - The industry investment rating is "Outperform the Market," indicating that the industry index is expected to perform better than the benchmark index over the next 6-12 months [13]. Core Insights - The report highlights the launch of three new eyewear products by Meta during the 2025 Connect conference, including two AI glasses and one AR glasses, which are expected to accelerate the development of the AI/AR industry [1][7]. - Key features of the new products include significant improvements in battery life, ultra-high-definition video capabilities, and innovative muscle signal interaction technology [2][4]. Summary by Sections Product Features - The Ray-Ban Meta Gen2 glasses have nearly doubled battery life, lasting 8 hours on a full charge, and can achieve 50% charge in just 20 minutes [2]. - The new 3K ultra-high-definition video recording feature allows for 60 frames per second and double the pixel count compared to the previous generation [2]. - The "Conversation Focus" feature enhances voice clarity in noisy environments and now supports real-time translation in German and Portuguese [2]. Ecosystem Integration - The Oakley Meta Vanguard sports glasses are compatible with Garmin devices, allowing for hands-free operation and real-time updates on sports data through Meta AI [3]. - Users can overlay sports data on videos and photos taken with the Oakley glasses and share them on platforms like Strava and Instagram [3]. Advanced Technology - The Meta Ray-Ban Display glasses feature a high-resolution display and muscle signal interaction through the Meta neural sensing wristband, enabling silent control of the glasses [4]. - The display system boasts a high display precision of 42 PPD and includes features like visualized Meta AI responses, video calls, and real-time subtitles [4]. - New VR creation tools, Horizon Engine and Horizon Studio, have been introduced to simplify the production of VR content [4]. Investment Recommendations - The report suggests monitoring companies such as GoerTek, Longqi Technology, Crystal Optoelectronics, and others that are likely to benefit from the advancements in the AI/AR sector [7].

Company Performance - Hongchang Technology's stock price reached a historical high, increasing by 13.53% to 48.82 yuan, with a trading volume of 20.7382 million shares and a transaction amount of 930 million yuan, resulting in a turnover rate of 17.90% [2] - The latest total market capitalization of Hongchang Technology in A-shares is 6.394 billion yuan, with a circulating market value of 5.655 billion yuan [2] - The company reported a revenue of 542 million yuan for the first half of the year, representing a year-on-year growth of 20.80%, while net profit was 15.9627 million yuan, a year-on-year decline of 47.78%, with basic earnings per share of 0.1437 yuan and a weighted average return on equity of 1.39% [2] Industry Overview - The home appliance industry, to which Hongchang Technology belongs, experienced an overall decline of 0.58%, with 39 stocks rising, including Hongchang Technology, Biyi Co., and Qunshang Co., which saw increases of 13.53%, 10.00%, and 8.27% respectively [2] - Conversely, 63 stocks in the industry declined, with the largest drops seen in Fujia Co., Hefei Gaoke, and Stone Technology, with declines of 7.18%, 6.19%, and 5.29% respectively [2] Financing Data - As of September 19, the latest margin trading balance for Hongchang Technology was 14.7 million yuan, with a financing balance of 14.7 million yuan, reflecting an increase of 28.5093 million yuan over the past 10 days, which is a 24.08% increase [2]