乐鑫科技最新一期业绩显示，截至2025一季报，公司营业总收入5.58亿元、同比增长44.08%，归属净利 润9370.44万元，同比增长73.80%，扣非净利润8906.66万元，同比增长85.91%，流动比率3.710、速动比 率2.873、资产负债率23.09%。 天眼查商业履历信息显示，乐鑫信息科技(上海)股份有限公司，成立于2008年，位于上海市，是一家以 从事软件和信息技术服务业为主的企业。企业注册资本15670.2722万人民币，实缴资本11220.0431万人 民币。公司法定代表人为TEO SWEE ANN。 通过天眼查大数据分析，乐鑫信息科技(上海)股份有限公司共对外投资了11家企业，参与招投标项目6 次，知识产权方面有商标信息130条，专利信息207条，此外企业还拥有行政许可16个。 金融界消息 截至2025年7月30日收盘，乐鑫科技（688018）报收于163.56元，上涨0.76%，换手率 3.67%，成交量5.76万手，成交金额9.54亿元。 资金流向方面，今日主力资金净流入2040.87万元，占比成交额2.14%。其中，超大单净流出421.67万 元、占成交额0.44%，大单净流入2 ...

Core Viewpoint - The artificial intelligence industry index and related ETFs are experiencing fluctuations, with notable performance in certain stocks and overall positive trends in the AI sector [1][2][6]. Group 1: Market Performance - As of July 30, 2025, the CSI Artificial Intelligence Industry Index (931071) decreased by 0.55%, with Shenzhou Taiyue (300002) leading gains at 3.61% [1]. - The AI ETF (515980) is currently priced at 1.16 yuan, showing a 5.41% increase over the past week as of July 29, 2025 [1][2]. Group 2: Liquidity and Fund Flow - The AI ETF had a turnover rate of 3.89% with a half-day trading volume of 135 million yuan, averaging 220 million yuan in daily trading volume over the past week [2]. - In the last five trading days, the AI ETF saw net inflows on four days, totaling 12.2 million yuan, with an average daily net inflow of 2.44 million yuan [2]. Group 3: Fund Performance Metrics - The AI ETF's net value increased by 59.70% over the past year, ranking 298 out of 2939 index equity funds, placing it in the top 10.14% [2]. - The highest monthly return since inception for the AI ETF was 30.38%, with the longest consecutive monthly gain being three months and a maximum increase of 43.97% [2]. Group 4: Fee Structure and Tracking Accuracy - The management fee for the AI ETF is 0.50%, and the custody fee is 0.10%, with a tracking error of 0.018% year-to-date [3]. - The index is constructed from 50 representative listed companies based on their AI business proportion, growth level, and market capitalization [3]. Group 5: Key Holdings - As of June 30, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Industry Index accounted for 52.07% of the index, with Zhongji Xuchuang (300308) having the highest weight at 8.20% [3][5]. Group 6: Industry Developments - A new AI seed fund in Shanghai has been launched with a total scale of 2 billion yuan, and a strategic cooperation memorandum was signed between Standard Chartered Group and Alibaba to enhance financial services through AI technology [5][6]. - Domestic AI model capabilities are continuously upgrading, and the AI industry chain in China is expected to improve and commercialize further, indicating a promising future for the AI sector [6].

Core Viewpoint - The announcement details a significant reduction in shareholding by the major shareholder, Lexin (Hong Kong) Investment Co., Ltd., which has sold a total of 586,400 shares, resulting in a cash inflow of approximately 85.89 million yuan [1][2]. Group 1: Shareholding Changes - Lexin (Hong Kong) reduced its holdings by 341,400 shares through open market transactions and 245,000 shares through block trades, totaling 586,400 shares sold at an average price of 146.47 yuan per share [1]. - Prior to the reduction, Lexin (Hong Kong) held 63,022,599 shares, representing 40.22% of the total share capital, which decreased to 62,436,199 shares, or 39.84% post-reduction [1][2]. Group 2: Shareholder Information - Lexin (Hong Kong) is the controlling shareholder of the company, with Teo Swee Ann (Zhang Rui'an) as the actual controller, who holds 45,016,142 shares indirectly through Lexin (Hong Kong) [2]. - The recent share reduction aligns with the previously disclosed reduction plan and does not trigger a mandatory tender offer, nor does it affect the company's governance structure or ongoing operations [2]. Group 3: Financial Activities and Future Plans - The company plans to raise up to 1.777 billion yuan through a private placement of shares, with the net proceeds intended for various projects, including the development of Wi-Fi 7 router chips and AI edge chips [4]. - The company has a history of capital raising, having raised a total of 1.251 billion yuan during its initial public offering, exceeding its original fundraising target by approximately 120.24 million yuan [3].

A股三大指数走势分化，上证指数站稳3600点，盘中上涨0.54%，板块方面，船舶制造、采掘行业、钢 铁行业等涨幅居前。人工智能AIETF（515070）持仓股持仓股乐鑫科技上涨超4%，神州泰岳、瑞芯 微、海康视威、澜起科技、豪威集团等均上涨。 消息方面，我国已发布1509个大模型，在全球已发布的3755个大模型中数量位居首位，我国人工智能技 术化产业发展有望迎来新的突破。中国信息通信研究院监测数据显示，目前全球人工智能企业超3.5万 家，我国人工智能企业超5100家，全球占比约15%，产业规模持续壮大，形成覆盖基础底座、行业应用 的完整产业体系。此外，全球人工智能独角兽企业271家，中国71家，全球占比约26%。 平安证券研报指出，我国国产大模型能力持续升级，在我国高度重视人工智能产业发展的背景下，我国 AI产业链将持续完善升级，应用落地及商业化步伐将进一步加速，我国AI产业未来发展前景广阔。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the news highlights the optimistic sentiment in the market regarding the AI sector, as evidenced by the performance of the Huaxia Sci-Tech AI ETF, which rebounded from an initial decline and showed a V-shaped recovery [1] - The leading stocks in the ETF include Lexin Technology, which rose by 4.62%, reaching a three-month high, along with Yuntian Lifeng and Foxit Software, both of which saw gains exceeding 2% [1] - The trading volume was robust, with a turnover rate of 4.23% and a total transaction amount of 3.1 million yuan, indicating strong market activity [1] Group 2 - Standard Chartered Group and Alibaba signed a strategic cooperation memorandum to leverage Alibaba Cloud's AI technology to enhance financial services, focusing on AI-driven customer service, sales recommendations, risk management, and compliance automation [1] - According to Everbright Securities, the demand for AI computing power in the U.S. is expanding into lower-tier and emerging markets due to reduced costs of large models, indicating a broad market potential for sovereign AI computing [1] - There is a structural shift in consumer AI application demand, with user traffic moving towards areas that consume more tokens, such as AI programming and AI audio-video generation, while B-end AI applications are still in the early stages of commercialization [1]

7月30日早盘，三大指数涨跌不一。 相关ETF中，科创板人工智能ETF（588930）走势震荡，截至发稿微涨0.16%。溢折率0.06%，盘中现溢 价交易。成交额超4500万元。成分股中，乐鑫科技、云天励飞-U涨超3%，福昕软件、云从科技-UW、 道通科技等股跟涨。 国信证券指出，电商行业竞争依旧激烈，各平台选择继续向商家让利、或在外卖即时零售领域加大投入 寻找新增量。AI方面，巨头的业务场景，如云计算、广告等持续受益，但短期AIAgent等方面仍需打 磨。 资金流向上看，Wind数据显示，该ETF近5日有3日获资金净流入。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 西南证券指出，7月26至28日，2025世界人工智能大会暨人工智能全球治理高级别会议召开，多款机器 人产品发布。此次展会中将有3000余项前沿展品集中亮相，涵盖40余款大模型、50余款AI终端产品、 60余款智能机器人以及100余款"全球首发"或"中国首秀"的重磅新品，规模创历届之最。建议关注人形 机器人硬件端核心环节。 科创板人工智能ETF（588930）紧密跟踪上证科创板人工智能指数（ ...

乐鑫信息科技（上海）股份有限公司 简式权益变动报告书 上市公司名称：乐鑫信息科技（上海）股份有限公司 股票上市地点：上海证券交易所 股票简称：乐鑫科技 股票代码：688018 信息披露义务人：乐鑫（香港）投资有限公司 住所及通讯地址：香港湾仔港湾道 6-8 号瑞安中心 27 楼 2701-08 室 股权变动性质：股份减少 签署日期：2025 年 7 月 29 日 声 明 一、本报告书系信息披露义务人依据《中华人民共和国证券法》《上市公司 收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权 益变动报告书》等相关法律法规编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》等相关规定， 本报告书已全面披露信息披露义务人在乐鑫信息科技（上海）股份有限公司拥有 权益的股份变动情况。截至本报告书签署之日，除本报告书披露的持股信息外， 信息披露义务人没有通过任何其他方式增加或减少其在乐鑫信息科技（上海）股 份有限公司中拥有权益的股份。 目 录 经营范围 控股型公司 ...

| 证券代码：688018 证券简称：乐鑫科技 | | 公告编号：2025-055 | | --- | --- | --- | | 乐鑫信息科技（上海）股份有限公司 | | | | 5%以上股东权益变动触及 | 关于持股 5%刻度 | | | 的提示性公告 | | | | 乐鑫（香港）投资有限公司保证向本公司提供的信息真实、准确、完整，没有虚 | | | | 假记载、误导性陈述或重大遗漏。 | | | | 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 | | | | 重要内容提示： | | | | 权益变动方向 | 比例增加□ | 比例减少 | | 40.12% | 权益变动前合计比例 | | | 39.84% | 权益变动后合计比例 | | | 本次变动是否违反已作出的承诺、意向、计划 | | 是□ 否 | | 是□ | 是否触发强制要约收购义务 | 否 | | 一、 | 信息披露义务人及其一致行动人的基本信息 | | | 控股股东/实际控制人及其一致行动人 | | | | □其他 | 5%以上大股东及其一致行动人 | | | 投资者及其一致 | | | | □合并口径第一大股东及其一 ...

Core Insights - The AI toy industry is rapidly emerging as a new entrepreneurial and investment hotspot, with major tech companies like OpenAI, Tesla, and ByteDance entering the market [1][5][19] - The market is witnessing a surge in demand for AI toys, with significant growth in sales and a diverse range of products being developed [4][20] - The competition is intensifying as traditional toy manufacturers and new startups alike are innovating and launching AI-enabled products [6][18][22] Industry Trends - The AI toy market is experiencing explosive growth, with a reported 6-fold increase in sales of AI early education toys in January 2024 [4] - Over 100 companies are actively developing AI toy products, indicating a robust supply chain and increasing market participation [4][8] - The average profit margins for AI toys are significantly higher than traditional toys, with industry margins ranging from 70% to over 90% [20][21] Investment Landscape - The AI toy sector has attracted 96 investment institutions, including major players like ByteDance and Coca-Cola, indicating strong investor interest [8] - The financing activities in the AI toy space have seen a substantial increase in both quantity and amount since 2024 [8][10] Product Development - Companies are focusing on creating AI toys that can understand and respond to user emotions, moving beyond simple interactive features [17][18] - The industry is in a phase of defining what constitutes a true AI toy, with a need for a balance between technology, content, and intellectual property [16][17] Market Potential - The global toy market is projected to grow from 773.1 billion yuan in 2023 to 993.7 billion yuan by 2028, with China expected to play a significant role in this growth [19][22] - China is positioned as a leading market for AI toys, with a large user base and a mature production ecosystem, making it a fertile ground for the emergence of blockbuster products [23][24]

格隆汇7月29日丨乐鑫科技(688018.SH)公布，公司近日收到公司股东乐鑫（香港）投资有限公司（以下 简称"乐鑫香港"）发来的《关于乐鑫信息科技（上海）股份有限公司股东权益变动触及5%刻度的告知 函》。2025年5月9日，公司发布股东减持计划公告，乐鑫香港持有公司股份4,501.6142万股，占公告时 总股本比例为40.12%。2025年6月3日，因公司实施2024年度权益分派，以资本公积每10股转增4股，乐 鑫香港持有公司股份调整为6,302.2599万股，占调整后总股本比例为40.22%。2025年6月4日至2025年7 月29日，乐鑫香港通过集中竞价方式减持公司股份34.14万股，通过大宗交易方式减持公司股份24.5万 股，减持后持有公司股份6,243.6199万股，占公司总股本比例减少至39.84%。 ...