证券日报网讯1月8日，智迪科技（301503）在互动平台回答投资者提问时表示，公司是专业从事键盘、 鼠标等计算机外设产品研发、生产及销售的ODM企业。公司的市场与客户策略坚持以全球化布局，专 注于服务国际知名的PC及外设品牌客户。目前，公司已建立珠海和越南两大生产基地，并依托越南制 造基地的全球供应能力优势，持续深化与国际核心客户的合作，拓展境内外市场。 ...

证券日报网讯12月30日，智迪科技（301503）在互动平台回答投资者提问时表示，公司的主要产品为计 算机外设键盘，暂不涉及脑机接口领域。公司会持续关注计算机外设相关领域前沿技术的发展动态。目 前，公司战略聚焦于主营业务，深耕现有产品的智能化、个性化与高端化创新，提升用户在学习、商 务、办公、娱乐等各类场景下的操作体验。 ...

每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 曾健辉） 2024年1至12月份，智迪科技的营业收入构成为：计算机外设行业占比98.72%，其他业务占比1.28%。 截至发稿，智迪科技市值为29亿元。 每经AI快讯，智迪科技（SZ 301503，收盘价：36.04元）12月26日晚间发布公告称，公司第四届第六次 董事会会议于2025年12月25日在公司五楼会议室以现场结合通讯表决方式召开。会议审议了《关于部分 募投项目增加实施地点、延长实施期限及使用部分募集资金向全资子公司增资及提供借款实施募投项目 的议案》等文件。 ...

Faber 在采访中还表示，罗技已完成了因全球贸易紧张态势而执行的定价上调，目前没有进一步涨价的计划；该企业不计划推出独立 AI 硬件，而是将人工 智能功能嵌入到现有产品类别中；罗技目前每年推出 35~40 款新产品，通常遵循三年期产品路线图，继续将研发开支维持在销售额 6% 上下的行业较高水 平。 IT之家 12 月 4 日消息，参考彭博社的最新报道，外设巨头罗技首席执行官 Hanneke Faber 在接受采访时表示，该企业已成功逆转了两年前在中国市场迅速 丢失市场份额的局面，罗技在中市占已不再下降，业务规模最近三个季度均实现了 20+% 增长。 中国是继美国后的罗技第二大市场，Faber 表示在中国的经营状况决定了企业的成败。为此罗技组建了一个本地团队，来开发更符合中国消费者口味的定制 产品（IT之家注：如 G316 X）。 ...

Core Viewpoint - Zhidi Technology experienced a 2.49% decline in stock price on November 19, with a trading volume of 34.79 million yuan, indicating market volatility and investor sentiment [1]. Financing Summary - On November 19, Zhidi Technology had a financing buy-in amount of 4.42 million yuan and a financing repayment of 3.61 million yuan, resulting in a net financing buy of 0.81 million yuan [1]. - As of November 19, the total financing and securities lending balance for Zhidi Technology was 37.14 million yuan, accounting for 3.01% of its market capitalization, which is above the 70th percentile of the past year [1]. - The company had no securities lending activity on November 19, with a securities lending balance of 0.00 yuan, indicating a high level of inactivity in this area [1]. Business Performance - As of September 30, Zhidi Technology reported a total of 8,402 shareholders, a decrease of 2.95% from the previous period, while the average number of circulating shares per person increased by 3.03% to 3,865 shares [2]. - For the period from January to September 2025, Zhidi Technology achieved a revenue of 1.099 billion yuan, representing a year-on-year growth of 14.29%, and a net profit attributable to shareholders of 77.08 million yuan, up 13.47% year-on-year [2]. Dividend and Shareholding Structure - Since its A-share listing, Zhidi Technology has distributed a total of 121 million yuan in dividends [3]. - As of September 30, 2025, notable institutional shareholders include Huaxia CSI 500 Index Enhanced A, which is the fifth-largest shareholder with 555,500 shares, and several new institutional investors have entered the top ten shareholders list [3].

Group 1: Financial Performance - The company's revenue for the first three quarters of 2025 increased by 14.29%, with a net profit attributable to shareholders of 77.08 million yuan, representing a year-on-year growth of 13.47% [3] - Improvement in accounts receivable and net cash flow from operating activities, attributed to stable customer payment terms ensuring healthy cash flow [3] Group 2: Competitive Advantages - Core competitiveness lies in three dimensions: technology, manufacturing, and customer relationships, creating a differentiated competitive edge [4] - The company holds multiple core patents, with advanced technologies such as optical magnetic micro-motion and magnetic axis keyboards, ensuring superior product consistency [4] - Efficient smart manufacturing through self-developed automated production lines, significantly reducing costs while maintaining high delivery efficiency [4] Group 3: Strategic Development - The Vietnam base has achieved large-scale production and stable operations, contributing to performance growth in 2024 [5] - The local supply chain in Vietnam is improving, providing cost advantages and becoming a strategic hub for serving international clients and expanding overseas markets [5] Group 4: Industry Outlook - The global traditional PC market showed a year-on-year growth of 9.4% in Q3 2025, positively impacting the computer peripheral industry [6][7] - The company’s products are categorized into random allocation and single-item retail, with the former closely linked to computer sales growth [7] Group 5: Future Growth Expectations - The company plans to continue expanding production capacity to match order growth and deepen cooperation with core customers [7] - Expected to benefit from industry growth, capacity release, and technological innovation, leading to steady performance growth [7] Group 6: Automation and Technology - The company has built a comprehensive smart manufacturing system to ensure product quality and consistency, incorporating automation across all production processes [7] - Investment in high-end equipment and integration of IoT technology to optimize production scheduling and efficiency [7] Group 7: Magnetic Axis Chip Technology - The magnetic axis chip is used in the company's magnetic axis keyboard products, developed based on years of experience and current industry trends [7] - The magnetic axis keyboard enhances gaming performance by allowing rapid input cessation, gaining recognition in the esports market [7]

Core Insights - Logitech reported a revenue of $1.19 billion for Q2 of FY2026, marking a 6% year-over-year increase (4% growth at constant currency) [1][3] - The CEO highlighted strong performance driven by strategic focus and resilience in a challenging environment, with the launch of 16 new products including the MX Master 4 mouse [3] Financial Performance - Revenue for the quarter reached $1.19 billion, equivalent to approximately 8.475 billion RMB, with a year-over-year growth of 6% [1] - For Q2 FY2026, Logitech anticipates revenue between $1.375 billion and $1.415 billion, translating to approximately 9.792 billion to 10.077 billion RMB, with expected growth of 3% to 6% (1% to 4% at constant currency) [3] Product Launch and Market Demand - Logitech launched 16 new products in the quarter, including the highly anticipated MX Master 4 mouse and a range of new gaming products [3] - Strong demand was observed in both B2B and consumer channels across all regions [3]

Group 1 - The core point of the article is that Zhidi Technology (SZ 301503) held its fourth fifth board meeting on October 27, 2025, to discuss amendments to the company's articles of association [1] - For the year 2024, Zhidi Technology's revenue composition is 98.72% from the computer peripheral industry and 1.28% from other businesses [1] - As of the report, Zhidi Technology has a market capitalization of 3.2 billion yuan [1] Group 2 - The article also mentions a separate company promoting overseas real estate tokenization, claiming that investing 100,000 yuan could lead to becoming a billionaire, which raises concerns about the legitimacy of such claims [1]

Core Viewpoint - Zhidi Technology (301503) focuses on computer peripherals, enhancing human-computer interaction through innovative products [1] Product Overview - The main products of the company are computer peripherals, specifically designed for human-computer interaction scenarios [1] - The magnetic axis keyboard utilizes Hall effect-based magnetic induction chips instead of magnetoelectric storage chips [1] Product Features - The application of magnetic induction chips allows the magnetic axis keyboard to have adjustable trigger key travel, high-speed response, and pressure detection capabilities [1] - These features provide a richer user experience in various human-computer interaction scenarios [1]

Core Viewpoint - The company, Zhidi Technology (301503.SZ), focuses on computer peripherals that enhance human-computer interaction, particularly through its magnetic axis keyboard technology [1] Group 1: Product Overview - The main products of the company are computer peripherals designed for human-computer interaction scenarios [1] - The magnetic axis keyboard utilizes Hall effect-based magnetic induction chips instead of magnetoelectric storage chips, which enhances its functionality [1] Group 2: Product Features - The application of magnetic induction chips allows the magnetic axis keyboard to feature adjustable trigger key travel, high-speed response, and pressure sensitivity detection [1] - These features provide a richer user experience across various human-computer interaction scenarios [1]