怀着改变行业现状的初心，他毅然决定创立自主品牌，以"实用而美"为核心产品理念，通过极简设计与实用功能的完美结合，致力于为消费者提供兼具 美学价值与实用性能的产品选择，重塑消费电子市场格局。 成立初期倍思以保护壳、保护膜、数据线等配件为主，后拓展至充电类、车载类、智能监控等产品线，目前，围绕影音娱乐、智能办公、智能出行三大场 景，打造了涵盖充电类、音频类、车载周边、办公电子、移动电源等在内的多条产品线。 从深圳华强北走向世界，与安克、绿联并肩拿下全球3C电子产品市场，一路走来，倍思的成长速度比想象得要快很多。 "BASE ON USER"，我们的产品无论是在产品设计还是运营模式上都要围绕用户需求来进行。基于这样的理念，2011年，何世友在深圳成立Baseus（倍 思）。 彼时，国内消费电子市场山寨产品和劣质3C商品铺天盖地，何世友敏锐地洞察到市场机遇。 倍思深耕充电、音频等技术领域，拥有超1200项外观专利，超1300项实用新型专利和35项发明专利。 2017年开启全球化战略，将东南亚作为出海首站，通过 Shopee 平台以数据线等刚需品积累用户，逐步拓展至耳机、充电器等品类，单日订单量迅速突破 千单； 201 ...

Core Viewpoint - Jiemite (300868.SZ) announced a major asset restructuring plan to acquire control of Sitenhe (Tianjin) Technology Co., Ltd. through cash, shifting from mobile phone cases to AI computing solutions, but the stock price fell significantly after the announcement, indicating market skepticism about the transition [3][4][23]. Group 1: Company Performance - Jiemite has faced continuous losses since its IPO in 2020, with net profits declining from 120 million in 2020 to a loss of 121 million in 2022 and 91.62 million in 2023, with a slight recovery expected in 2024 [4][5][22]. - The company's revenue model primarily relies on ODM/OEM sales, which contributed over 70% of revenue since 2017, but has seen a significant decline due to reduced orders from major client Huawei [7][9][11]. - The self-branded product sales have also decreased sharply, from 293 million in 2020 to an estimated 121 million in 2024, representing a 59% decline [16][22]. Group 2: Market Dynamics - Jiemite's revenue fluctuations are closely tied to Huawei's market performance, with revenue from Huawei dropping significantly after 2020 due to U.S. sanctions, although orders have started to recover in 2024 [11][14]. - The company has faced challenges with low gross margins in its ODM/OEM business, which fell to around 10% compared to an average of 25% previously, while self-branded products maintain higher margins but struggle with sales [14][22]. - The company has also encountered issues with bad debts, totaling 93.58 million, due to two U.S. ODM/OEM clients defaulting on payments, further exacerbating its financial difficulties [22]. Group 3: Acquisition and Financial Position - Jiemite plans to finance the acquisition of Sitenhe with significant cash reserves, reporting 296 million in cash and 671 million in structured deposits as of Q1 2025, indicating a strong liquidity position to support the transaction [29][32]. - The company has accumulated 1.19 billion in net fundraising since its IPO, with only 172 million invested in projects, leaving a substantial cash reserve available for strategic acquisitions [32][33].

Group 1: Financial Performance - The company achieved a turnaround in 2024 with a net profit of ¥7,074,173.83, benefiting from cost reduction and efficiency measures [5] - The overall gross margin increased from 17.78% in 2023 to 22.93% in 2024, a rise of 5.15% [5] - The self-owned brand business generated revenue of ¥120,504,600, accounting for 15.82% of total revenue, with a year-on-year growth of 7.70% [7] Group 2: Business Strategy and Operations - The company focuses on two main business segments: ODM/OEM services and self-owned brand operations, with no major adjustments planned for the business model [5] - Cost control is implemented through precise management in sales, administration, and R&D, leading to a continuous reduction in management expenses as a percentage of revenue [3] - The ODM/OEM business achieved a gross margin of 16.74% in 2024, an increase of 6.26% from the previous year [7] Group 3: Market Position and Industry Context - In 2024, global smartphone shipments reached 1.24 billion units, a year-on-year increase of 6.4%, driving demand for related accessory products [3] - The company is positioned as a leading manufacturer of mobile intelligent terminal protective accessories, leveraging its advantages in R&D, innovation, and brand recognition [6] - The competitive landscape in the protective accessory segment is fragmented, making direct comparisons with other companies challenging [3] Group 4: Future Outlook - The company aims to become a global leader in the smart terminal industry, focusing on revenue growth and cost efficiency as core strategies [2] - Future growth will be driven by technological cooperation and product development tailored to key clients [3] - The management is committed to enhancing core competitiveness and achieving operational goals to boost shareholder confidence [5]

证券简称：绿联科技 证券代码：301606 深圳市绿联科技股份有限公司 投资者关系活动记录表 编号：2025-005 投资者关系活 动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位名称 南方基金、招商基金、安信基金、博时基金、鹏华基金、华能贵诚、申 万菱信基金、招商证券、广发基金、国泰海通证券 时间 2025 年 5 月 20 日 -2025 年 5 月 23 日 地点 深圳 形式 现场、电话会议 上市公司接待 人员姓名 董事会秘书兼财务负责人：王立珍 证券事务代表：申利群 投资者关系活 动主要内容介 绍 一、问答交流（同类问题已作汇总整理，近期已回复问题不再重复） Q1.公司目前线上与线下销售的分布情况如何？对于未来线上与线 下布局有何计划？ 答：2024 年公司的主营业务收入按渠道分布情况如下：线上销售金 额达到 463,086.39 万元，占主营业务收入的 75.10%；线下销售金额则 为 153,547.02 万元，占主营业务收入的 24.90%。展望未来，公司将继 续深化现有销售渠道，积极开拓新市场，在线上营销领域，公司持续深 化海内外成熟第三方 ...

距离苹果 iPhone 17 系列上市大概还有四个多月的时间，到目前为止，相关爆料早已层出不穷。 其中，作为全新机型的 iPhone 17 Air，获得了外界的极高关注，因为多方消息显示， 其厚度仅有 5.5mm 。 就在5 月 4 日，《The Information》带来了关于 iPhone 17 Air 的最新报道，称电池续航表现将不如以往的 iPhone 机型。 不仅于此， 该媒体更是一股脑放出了 iPhone 17e、iPhone 18/Pro、折叠屏 iPhone、iPhone 20 周年机型的前瞻信息。 具体的情况，IT之家小编为大家整合一番。 01. Air 电池保护壳 据《The Information》报道，苹果公司即将推出的 iPhone 17 Air 机型的电池续航表现将不如以往的 iPhone 机型。 报道称，在内部测试中，苹果判定无需在白天充电就能使用 iPhone 17 Air 一整天的用户比例将在 60% 至 70% 之间。相比之下，其他 iPhone 机 型的这一比例通常在 80% 到 90%。 iPhone 17 Air 电池续航能力的下降部分原因在于其超薄设计 —— 机身 ...

每日经济新闻 . 中国主流财经全媒体。互联网新闻信息服务许可证编号：51120190017 。 近日，"手机壳界的爱马仕"——CASETiFY陷入争议之中。 3月20日，"#casetify手机壳 背刺#"词条登上了小红书热点榜单TOP3。因一位测评博主引发的风 波，导致一些消费者质疑该品牌利润空间过大并表达不满。 图片来源：小红书截图 CASETiFY品牌创始于2011年，主要产品就是个性化的手机壳、手机配饰，较便宜商品的单价处 于300~500元区间，较贵的商品可卖到上千元，限定版商品甚至上万元。 以下文章来源于每日经济新闻 ，作者每经记者 不菲的单价，令公司年收入也相当可观。据界面新闻报道，CASETiFY母公司的收入在2022年就 突破了3亿美元（按目前汇率，折合人民币约21.7亿元）。2021年，CASETiFY创始人吴培燊在接 受媒体采访时还曾透露，公司未来有上市计划。 用手机壳实现几亿美元的年营收，是谁在为此买单？手机壳企业的毛利率是多少，真的高吗？ "不认为买贵的手机壳是交'智商税'。"在《每日经济新闻》记者采访中，知名经济学者、工信部 信息通信经济专家委员会委员盘和林这么说道。他认为，手机壳 ...