格隆汇12月24日丨共达电声(002655.SZ)在互动平台表示，公司专注在声学领域的发展，mems麦克风， 扬声器、喇叭等都可以使用在相关终端产品中。公司目前还布局了车载无线充、车载USB充、汽车喇 叭、毫米波雷达模组等产品。 ...

（记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：请问公司在人形机器人语音交互中有什么布局，主要 合作对象有哪些？除了电声学以外公司还有其它方面的重要投资吗？ 共达电声（002655.SZ）12月24日在投资者互动平台表示，公司专注于声学领域的发展，MEMS麦克 风、扬声器、喇叭等都可以应用于相关终端产品中。公司目前还布局了车载无线充、车载USB充、汽车 喇叭、毫米波雷达模组等产品。 ...

证券日报网讯12月19日，佳禾智能（300793）在互动平台回答投资者提问时表示，公司作为声学方案一 站式解决供应商，始终紧跟行业趋势，目前在OWS耳机、智能眼镜方面持续为客户出货。公司将继续 保持开放心态，积极倾听投资者建议，充分发挥公司技术优势，稳健推进战略布局。 ...

Group 1 - The core viewpoint of the news is that Shangsheng Electronics has experienced fluctuations in stock performance and financing activities, indicating a mixed outlook for the company [1][2][3] Group 2 - On November 21, Shangsheng Electronics' stock fell by 2.69%, with a trading volume of 34.627 million yuan. The financing buy-in amount was 5.7234 million yuan, while the financing repayment was 5.4008 million yuan, resulting in a net financing buy of 322,600 yuan [1] - As of November 21, the total balance of margin trading for Shangsheng Electronics was 105 million yuan, with the financing balance accounting for 2.47% of the circulating market value, which is below the 40th percentile level over the past year [1] - The company has not engaged in any short selling activities on November 21, with a short selling balance of 0.00 shares, indicating a high level of short selling activity compared to the 90th percentile over the past year [1] Group 3 - As of September 30, the number of shareholders for Shangsheng Electronics was 9,221, an increase of 28 compared to the previous period. The average circulating shares per person decreased by 21.87% to 17,660 shares [2] - For the period from January to September 2025, Shangsheng Electronics reported revenue of 2.135 billion yuan, a year-on-year increase of 7.06%, while the net profit attributable to the parent company was 135 million yuan, a decrease of 28.83% year-on-year [2] Group 4 - Since its A-share listing, Shangsheng Electronics has distributed a total of 171 million yuan in dividends, with 152 million yuan distributed over the past three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth largest circulating shareholder with 1.0377 million shares, while China Europe Yongyu Mixed A was the ninth largest with 350,000 shares, both being new shareholders [3]

Group 1 - The company emphasizes the importance of developing in the AI frontier field [2] - The acoustic module developed by the company can be applied to the acoustic part of robots [2] - Currently, the company has not yet mass-produced the robotic acoustic module [2] Group 2 - The company will disclose progress to investors if the business volume reaches the information disclosure standards [2]

Core Viewpoint - The company emphasizes the importance of developing in the AI frontier, particularly in the application of its acoustic modules for robotics, although it has not yet achieved mass production of these modules [1]. Group 1 - The company is focusing on advancements in the AI sector [1] - The company's acoustic modules are designed for use in the acoustic components of robots [1] - Currently, the company has not yet initiated mass production of its robotic acoustic modules [1]

Core Insights - AAC Technologies (2018.HK) reported a record high revenue of RMB 13.32 billion for the first half of 2025, representing an 18.4% year-on-year growth [1] - Net profit surged by 63.1% to RMB 876 million, driven by improved profitability in the optical business and rapid growth in precision components [1] - The acoustic business showed steady growth with a revenue of RMB 3.52 billion, a 1.8% increase year-on-year, and a gross margin of 27.2% [1] Revenue and Profitability - The company achieved a record revenue of RMB 13.32 billion in the first half of 2025, marking an 18.4% increase compared to the previous year [1] - Net profit increased significantly by 63.1% to RMB 876 million, attributed to the enhanced profitability of the optical business and the rapid growth of precision components [1] Acoustic Business Performance - The acoustic segment generated revenue of RMB 3.52 billion, reflecting a 1.8% year-on-year growth, with an expected increase in gross margin due to the launch of more mid-to-high-end projects in the second half of the year [1] - The company introduced innovative acoustic products, including the industry-first Master-level coaxial symmetrical dual speaker, which was featured in the Redmi K80 Supreme Edition, enhancing bass and high-frequency details [1] Product Innovation - AAC Technologies launched several innovative acoustic products, including the industry's thinnest speaker at only 1.4mm thick, used in the OPPO Find N5 [1] - The company continues to integrate advanced hardware design, intelligent algorithms, and professional tuning services to meet the complex acoustic application needs of smart devices [2] Future Outlook - The management indicated that the acoustic gross margin is expected to steadily improve in the second half of the year, maintaining a level not lower than the previous year's 30.2% [2]

Core Viewpoint - The company, Suzhou Aosheng Electronics Co., Ltd., has shown a mixed performance in terms of financing and stockholder dynamics, with a notable increase in revenue but a significant decline in net profit [1][2]. Financing Summary - On August 26, Aosheng Electronics had a financing buy-in amount of 11.51 million yuan, with a net financing buy of 3.26 million yuan, resulting in a total financing and securities balance of 102 million yuan [1]. - The current financing balance of 102 million yuan accounts for 2.14% of the circulating market value, which is below the 50th percentile level over the past year, indicating a low financing level [1]. - There were no shares sold or repaid in the securities lending market on August 26, with a securities lending balance of 0, which is above the 70th percentile level over the past year, indicating a high level of securities lending [1]. Company Performance Summary - As of March 31, the number of shareholders increased by 4.22% to 7,071, while the average circulating shares per person decreased by 4.04% to 23,030 shares [2]. - For the first quarter of 2025, Aosheng Electronics reported a revenue of 636 million yuan, reflecting a year-on-year growth of 6.4%, but the net profit attributable to shareholders decreased by 53.27% to 27.33 million yuan [2]. - Since its A-share listing, the company has distributed a total of 171 million yuan in dividends, with 152 million yuan distributed over the past three years [2]. Shareholder Dynamics Summary - As of March 31, 2025, the sixth largest circulating shareholder is E Fund New Silk Road Mixed Fund, holding 767,200 shares as a new shareholder [2]. - The seventh largest circulating shareholder, Southern Science and Technology Innovation Board 3-Year Open Mixed Fund, reduced its holdings by 485,100 shares to 762,500 shares [2]. - Several funds, including China Europe Value Discovery Mixed A and China Europe Potential Value Flexible Allocation Mixed A, have exited the top ten circulating shareholders list [2].

Core Viewpoint - The company has not yet engaged in the complete human-shaped robot business but is closely monitoring technological trends and market opportunities in this field [1] Group 1: Company Strategy - The company recognizes acoustic technology as a fundamental technology for human-robot interaction in new product forms such as humanoid robots [1] - The company plans to leverage its technological accumulation and resource advantages to actively advance strategic layout, technological research and development, and capability reserves in the humanoid robot sector [1] - The company aims to better respond to industry development and market demand through its initiatives in the humanoid robot field [1]

Core Viewpoint - The company has not yet engaged in the humanoid robot complete machine business but is closely monitoring technological trends and market opportunities in this field [1] Group 1: Company Strategy - The company emphasizes that acoustic technology is a fundamental technology for human-machine interaction in new product forms such as humanoid robots [1] - The company plans to leverage its technological accumulation and resource advantages to actively advance strategic layout, technological research and development, and capability reserves in the humanoid robot sector [1] - The company aims to better respond to industry development and market demand through these initiatives [1]