奥尼电子强调，此次激励计划遵循"激励与约束对等、收益与贡献匹配"的原则，旨在提升团队凝聚力与 创新效率，为长期发展注入动力。 值得注意的是，与过往激励计划相比，本次方案设定了更具挑战性的业绩考核目标，凸显奥尼电子对未 来增长的信心。 1月23日奥尼电子（301189）披露《2026年股票期权激励计划（草案）》，拟向9名核心人员授予120万 份股票期权，约占公司总股本的1.03%。该计划旨在通过长效激励机制，进一步推动公司AI云边端一体 化发展战略落地，强化在智能终端解决方案领域的竞争力。 根据草案，本次激励对象涵盖公司董事、核心技术及业务人员，不含独立董事、持股5%以上股东及其 关联方。 奥尼电子表示，公司聚焦于行业领先的智能终端解决方案提供商的定位，积极推进AI云边端一体化发 展战略，大力发展AI算力服务器、高性能计算设备等新兴业务并培养公司第二增长曲线，精准吸引并 长效激励公司在AI算力产业链的研发、生产、销售、运营及运维等环节的优秀核心人才，充分调动核 心团队人员的积极性、主动性和创造性，持续强化核心团队凝聚力与企业核心竞争力，有效将股东、公 司与核心团队三方利益深度绑定，推动各方共同聚焦公司AI算力战 ...

Core Insights - The signing of the Yifeng Smart Chip advanced packaging project marks a significant step in Yidao Information's AI ecosystem strategy, aiming to enhance the integration of packaging technology with AI terminals and applications [1][2] - Yidao Information reported a revenue growth of 24.23% year-on-year for the first three quarters of 2025, indicating steady improvement in operational quality [1] - The company emphasizes a dual approach of "independent research and development + ecological collaboration," with R&D investment reaching 170 million yuan in the first three quarters [1] Company Overview - Yidao Information is a provider of intelligent terminal solutions driven by research and design, with a diverse product matrix that includes consumer-grade computers, rugged industry terminals, XR/AI wearables, and AIoT products [1] - The products are widely applied in various scenarios such as entertainment, smart education, and intelligent manufacturing [1] Technological Development - The company has established a full-stack technical architecture through its research institute, enhancing edge inference efficiency with end-to-end large models and multimodal models [1] - Yidao Information has developed the AIAgent framework for customized solutions and an open AESOF architecture to support seamless integration of open-source models, reducing the cost of AI deployment on the edge [1] - A joint laboratory for edge computing has been established with the Guangdong-Hong Kong-Macao Greater Bay Area Digital Economy Research Institute to further strengthen its edge AI technology advantages [1]