来源：新浪证券-红岸工作室 12月15日，极米科技跌1.76%，成交额4419.57万元，换手率0.60%，总市值72.61亿元。 异动分析 手机游戏+跨境电商+西部大开发+百度概念+消费电子概念 区间今日近3日近5日近10日近20日主力净流入170.05万63.04万-183.58万539.23万-640.52万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1434.81万，占总成交额的5.29%。 1、2024年11月15日互动易：西瓜游戏主要由公司全资孙公司AladdinX株式会社运营，截至2024年10月 31日，西瓜游戏在全球各大平台累计下载量已超过1100万次。 2、2022年报：报告期内，公司实现境外收入人民币7.90亿元 1，同比增长82.04%。报告期内公司产品 主要在欧洲、日本、美国等区域市场销售，同时公司已着手拓展澳大利亚、韩国等新兴市场。除亚马 逊、日本乐天等主流线上渠道外，目前公司产品已经进入包括 Mediamarkt、Saturn、BicCamera、茑屋 家电、友都八喜等在内的海外零售渠道。 3、公司注册地址为四川省成都市武侯区中国(四川)自由贸易试验区成都高新区世纪城路 ...

来源：新浪证券-红岸工作室 12月11日，极米科技跌0.66%，成交额4378.30万元，换手率0.60%，总市值72.86亿元。 异动分析 手机游戏+跨境电商+智能家居+百度概念+消费电子概念 1、2024年11月15日互动易：西瓜游戏主要由公司全资孙公司AladdinX株式会社运营，截至2024年10月 31日，西瓜游戏在全球各大平台累计下载量已超过1100万次。 2、2022年报：报告期内，公司实现境外收入人民币7.90亿元 1，同比增长82.04%。报告期内公司产品 主要在欧洲、日本、美国等区域市场销售，同时公司已着手拓展澳大利亚、韩国等新兴市场。除亚马 逊、日本乐天等主流线上渠道外，目前公司产品已经进入包括 Mediamarkt、Saturn、BicCamera、茑屋 家电、友都八喜等在内的海外零售渠道。 3、公司的主营业务是智能投影产品的研发、生产及销售，同时向消费者提供围绕智能投影的配件产品 及互联网增值服务。公司主要产品和服务包括智能微投系列、激光电视系列、创新产品系列。 4、北京百度网讯科技有限公司持有公司9.88%股权。 5、公司主营业务是智能投影产品的研发、生产及销售，同时向消费者提供围 ...

12月5日，极米科技跌0.81%，成交额4547.84万元，换手率0.60%，总市值76.15亿元。 来源：新浪证券-红岸工作室 异动分析 手机游戏+跨境电商+智能家居+百度概念+消费电子概念 1、2024年11月15日互动易：西瓜游戏主要由公司全资孙公司AladdinX株式会社运营，截至2024年10月 31日，西瓜游戏在全球各大平台累计下载量已超过1100万次。 2、2022年报：报告期内，公司实现境外收入人民币7.90亿元 1，同比增长82.04%。报告期内公司产品 主要在欧洲、日本、美国等区域市场销售，同时公司已着手拓展澳大利亚、韩国等新兴市场。除亚马 逊、日本乐天等主流线上渠道外，目前公司产品已经进入包括 Mediamarkt、Saturn、BicCamera、茑屋 家电、友都八喜等在内的海外零售渠道。 3、公司的主营业务是智能投影产品的研发、生产及销售，同时向消费者提供围绕智能投影的配件产品 及互联网增值服务。公司主要产品和服务包括智能微投系列、激光电视系列、创新产品系列。 4、北京百度网讯科技有限公司持有公司9.88%股权。 5、公司主营业务是智能投影产品的研发、生产及销售，同时向消费者提供围绕 ...

来源：新浪证券-红岸工作室 资金分析 12月4日，极米科技跌2.62%，成交额6279.49万元，换手率0.81%，总市值76.78亿元。 异动分析 手机游戏+跨境电商+智能家居+百度概念+消费电子概念 1、2024年11月15日互动易：西瓜游戏主要由公司全资孙公司AladdinX株式会社运营，截至2024年10月 31日，西瓜游戏在全球各大平台累计下载量已超过1100万次。 2、2022年报：报告期内，公司实现境外收入人民币7.90亿元 1，同比增长82.04%。报告期内公司产品 主要在欧洲、日本、美国等区域市场销售，同时公司已着手拓展澳大利亚、韩国等新兴市场。除亚马 逊、日本乐天等主流线上渠道外，目前公司产品已经进入包括 Mediamarkt、Saturn、BicCamera、茑屋 家电、友都八喜等在内的海外零售渠道。 3、公司的主营业务是智能投影产品的研发、生产及销售，同时向消费者提供围绕智能投影的配件产品 及互联网增值服务。公司主要产品和服务包括智能微投系列、激光电视系列、创新产品系列。 4、北京百度网讯科技有限公司持有公司9.88%股权。 5、公司主营业务是智能投影产品的研发、生产及销售，同时向消费 ...

2、2022年报：报告期内，公司实现境外收入人民币7.90亿元 1，同比增长82.04%。报告期内公司产品 主要在欧洲、日本、美国等区域市场销售，同时公司已着手拓展澳大利亚、韩国等新兴市场。除亚马 逊、日本乐天等主流线上渠道外，目前公司产品已经进入包括 Mediamarkt、Saturn、BicCamera、茑屋 家电、友都八喜等在内的海外零售渠道。 3、公司的主营业务是智能投影产品的研发、生产及销售，同时向消费者提供围绕智能投影的配件产品 及互联网增值服务。公司主要产品和服务包括智能微投系列、激光电视系列、创新产品系列。 4、北京百度网讯科技有限公司持有公司9.88%股权。 来源：新浪证券-红岸工作室 12月3日，极米科技涨1.06%，成交额7190.85万元，换手率0.92%，总市值78.84亿元。 异动分析 手机游戏+跨境电商+智能家居+百度概念+消费电子概念 1、2024年11月15日互动易：西瓜游戏主要由公司全资孙公司AladdinX株式会社运营，截至2024年10月 31日，西瓜游戏在全球各大平台累计下载量已超过1100万次。 今日主力净流入272.03万，占比0.04%，行业排名2/10，连续3 ...

来源：新浪证券-红岸工作室 2、2022年报：报告期内，公司实现境外收入人民币7.90亿元 1，同比增长82.04%。报告期内公司产品 主要在欧洲、日本、美国等区域市场销售，同时公司已着手拓展澳大利亚、韩国等新兴市场。除亚马 逊、日本乐天等主流线上渠道外，目前公司产品已经进入包括 Mediamarkt、Saturn、BicCamera、茑屋 家电、友都八喜等在内的海外零售渠道。 3、公司的主营业务是智能投影产品的研发、生产及销售，同时向消费者提供围绕智能投影的配件产品 及互联网增值服务。公司主要产品和服务包括智能微投系列、激光电视系列、创新产品系列。 4、北京百度网讯科技有限公司持有公司9.88%股权。 5、公司主营业务是智能投影产品的研发、生产及销售，同时向消费者提供围绕智能投影的配件产品及 互联网增值服务。 公司专注于智能投影领域， 构建了以整机、 算法及软件系统为核心的战略发展模 式。 12月1日，极米科技跌0.74%，成交额1.21亿元，换手率1.59%，总市值77.27亿元。 异动分析 手机游戏+跨境电商+智能家居+百度概念+消费电子概念 1、2024年11月15日互动易：西瓜游戏主要由公司全资孙公 ...

Core Viewpoint - The company, XGIMI Technology, experienced a stock decline of 2.30% on November 20, with a market capitalization of 7.917 billion yuan and a trading volume of 64.87 million yuan [1] Business Overview - XGIMI Technology specializes in the research, production, and sales of smart projection products, offering related accessories and internet value-added services [2][6] - The company's main revenue sources include projectors and accessories (91.45%), other supplementary products (4.90%), and internet operations (3.66%) [6] Financial Performance - For the period from January to September 2025, XGIMI Technology reported a revenue of 2.327 billion yuan, reflecting a year-on-year growth of 1.99% [6] - The net profit attributable to the parent company for the same period was 79.65 million yuan, showing a significant increase of 297.49% year-on-year [7] Market Presence - As of October 31, 2024, XGIMI's gaming platform, Xigua Games, achieved over 11 million downloads globally [2] - The company generated overseas revenue of 790 million yuan in 2022, marking a year-on-year increase of 82.04%, with products sold primarily in Europe, Japan, and the United States [2] Shareholder Information - As of September 30, 2025, XGIMI had 8,062 shareholders, an increase of 34.55% from the previous period, with an average of 8,682 circulating shares per shareholder, down 25.68% [6] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 4.1545 million shares, a decrease of 427,000 shares from the previous period [8]

Core Viewpoint - The company, XGIMI Technology, is experiencing fluctuations in stock performance and has shown significant growth in revenue and net profit, indicating potential investment opportunities in the smart projection market [1][7]. Company Overview - XGIMI Technology, established on November 18, 2013, specializes in the research, production, and sales of smart projection products, along with related accessories and internet value-added services [3][7]. - The company's revenue composition includes 91.45% from projectors and accessories, 4.90% from other sources, and 3.66% from internet operations [7]. - As of September 30, 2025, XGIMI reported a revenue of 2.327 billion RMB, a year-on-year increase of 1.99%, and a net profit of 79.65 million RMB, reflecting a substantial growth of 297.49% [7]. Market Performance - On November 19, XGIMI's stock price decreased by 1.47%, with a trading volume of 109 million RMB and a market capitalization of 8.103 billion RMB [1]. - The stock has seen a net inflow of 1.3278 million RMB from major investors, indicating a slight increase in interest [4][5]. - The average trading cost of the stock is 117.58 RMB, with a current support level at 114.01 RMB, suggesting potential volatility in the near term [6]. Strategic Developments - The company is expanding its market presence internationally, with overseas revenue reaching 790 million RMB in 2022, a year-on-year growth of 82.04% [2]. - XGIMI's products are being sold in various international markets, including Europe, Japan, and the United States, and the company is exploring new markets in Australia and South Korea [2][3].

Core Viewpoint - The company, XGIMI Technology, has shown a positive performance in the stock market with a recent increase of 1.73% in share price, reaching a market capitalization of 8.22 billion yuan [1] Company Overview - XGIMI Technology is primarily engaged in the research, production, and sales of smart projection products, along with providing related accessories and internet value-added services [3][7] - The company was established on November 18, 2013, and went public on March 3, 2021 [7] - As of September 30, 2025, XGIMI reported a revenue of 2.33 billion yuan, reflecting a year-on-year growth of 1.99%, and a net profit of 79.65 million yuan, which is a significant increase of 297.49% [7] Business Performance - In the 2022 annual report, XGIMI achieved overseas revenue of 790 million yuan, marking a year-on-year growth of 82.04% [2] - The company's main revenue sources include projectors and accessories (91.45%), other supplementary products (4.90%), and internet operations (3.66%) [7] - The company has expanded its market presence in Europe, Japan, and the United States, and is also exploring emerging markets like Australia and South Korea [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 34.55% to 8,062, while the average circulating shares per person decreased by 25.68% to 8,682 shares [7] - The second-largest shareholder is Hong Kong Central Clearing Limited, holding 4.15 million shares, which is a decrease of 427,000 shares from the previous period [8] Market Activity - The stock has seen a net inflow of 5.25 million yuan today, with a total trading volume of 190 million yuan and a turnover rate of 2.29% [1][5] - The average trading cost of the stock is 117.60 yuan, with the current price approaching a resistance level of 117.58 yuan, indicating potential for upward movement if this level is surpassed [6]

Core Viewpoint - The stock of Skyworth Digital has experienced a decline of 2.79% on November 14, with a trading volume of 230 million yuan and a market capitalization of 13.927 billion yuan [1] Group 1: Company Overview - Skyworth Digital, established on April 16, 2002, is located in Nanshan, Shenzhen, and was listed on June 2, 1998. The company specializes in the research, development, production, sales, and operation of digital smart terminals and front-end systems, as well as small and medium-sized LCD module development and production [7] - The main business revenue composition includes smart terminals (70.49%), professional displays (25.15%), operation services (4.22%), and others (0.14%) [7] Group 2: Financial Performance - For the period from January to September 2025, Skyworth Digital achieved an operating income of 6.456 billion yuan, a year-on-year decrease of 2.45%, and a net profit attributable to the parent company of 85.8593 million yuan, a year-on-year decrease of 63.69% [8] - The company has distributed a total of 1.338 billion yuan in dividends since its A-share listing, with 548 million yuan distributed in the last three years [9] Group 3: Market Activity - On November 14, the main net inflow of funds was -65.7637 million yuan, accounting for 0.29%, with the industry ranking at 9 out of 10, indicating a continuous reduction in main funds over three days [4] - The average trading cost of the stock is 13.25 yuan, with recent chip reduction slowing down. The current stock price is between resistance at 12.70 yuan and support at 11.44 yuan, suggesting potential for range trading [6] Group 4: Product and Technology Development - The company has developed VR short dramas and has over 3,000 video sources on the Cool Open platform, including movies, TV shows, and documentaries, as well as 50+ games available for download [2][3] - Skyworth Digital is a leading domestic set-top box provider and has become the exclusive partner for the CCTV 4K channel [2] - The company is actively engaged in VR-related hardware and software technology, with a range of products including VR all-in-one machines and short-focus VR glasses, and has solutions for various industries such as education, healthcare, and cultural tourism [3]