证券日报网1月11日讯 ，锐明技术在接受调研者提问时表示，公司产品中存储芯片或模组占整体物料成 本的比例较低。同时，由于公司主要产品属于技术附加值较高的智能硬件品类，可以将存储类物料成本 上升较顺利地传导到产业链下游。因此，即使存储芯片价格持续上涨，也不会对公司毛利率构成明显不 利影响。 （编辑 袁冠琳） ...

瑞财经 吴文婷12月25日，广东九安智能科技股份有限公司（以下简称"九安智能"）创业板IPO获受理。 本次IPO的保荐机构为申万宏源证券承销保荐有限责任公司，保荐代表人为黄彪、刘令，会计师事务所为天职国际会计师事务所（特殊普通合伙），律师 事务所为北京市中伦律师事务所。 九安智能是一家智能视觉产品制造商、物联网运营服务商和物联网技术方案提供商，以视觉成像及分析技术、无线传输技术、物联网平台技术及AI视觉 应用模型为核心，自主研发、生产及销售智能硬件产品，并利用物联网云平台提供运营服务，构建起"硬件+平台+服务"一体化模式。 据招股书，2022年-2024年及2025上半年，九安智能实现营收分别为4.84亿元、6.45亿元、7.8亿元、3.23亿元；归母净利润分别为3430.63万元、8595.04万 元、1.02亿元、4478.83万元。 | | 2025年1-6月 | 2024 年度 | 2023 年度 | 2022 年度 | | --- | --- | --- | --- | --- | | 项目 | /2025年6月 | /2024 年 12 月 | /2023 年 12 月 | /2022 年 12月 ...

智能视觉产品制造商九安智能闯关IPO。 12月25日，广东九安智能科技股份有限公司（简称"九安智能"）创业板IPO获深交所受理，公司拟募资10.64亿元。 | 公司全称 | 广东九安智能科技股份有限公司 | | --- | --- | | 受理日期 | 2025-12-25 | | 审核状态 | 已受理 | 招股书显示，九安智能是一家智能视觉产品制造商、物联网运营服务商和物联网技术方案提供商，以视觉成像及分析技术、无线传输技术、物联网平台技术 及AI视觉应用模型为核心，自主研发、生产及销售智能硬件产品，并利用物联网云平台提供运营服务，构建起"硬件+平台+服务"一体化模式。 全球智能摄像机市场达千亿规模，且具有场景多样化、需求个性化的特征。为了顺应市场变化趋势，九安智能从向终端品牌商提供硬件产品逐步发展到提供 硬件产品技术方案、物联网云平台部署及终端用户运营一体的整体解决方案，累计合作的终端品牌商超200个，取得较为显著的成果。 本次IPO，九安智能拟募资10.64亿元，投入到九安智能研发制造及总部基地项目并补充流动资金。 其中"智能视觉产品产业化建设项目"将通过新建厂房及购置全新生产设备，提升公司生产自动化水 ...

12月23日，安克创新盘中上涨2.05%，截至13:32，报117.00元/股，成交3.93亿元，换手率1.13%，总市 值627.30亿元。 资金流向方面，主力资金净流入1863.32万元，特大单买入4096.47万元，占比10.43%，卖出3525.96万 元，占比8.98%；大单买入9299.73万元，占比23.67%，卖出8006.91万元，占比20.38%。 安克创新今年以来股价涨22.59%，近5个交易日涨7.64%，近20日涨10.12%，近60日跌7.33%。 分红方面，安克创新A股上市后累计派现34.43亿元。近三年，累计派现27.92亿元。 机构持仓方面，截止2025年9月30日，安克创新十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股4343.88万股，相比上期减少400.50万股。易方达创业板ETF（159915）位居第七大流通股 东，持股460.66万股，相比上期减少68.26万股。 责任编辑：小浪快报 资料显示，安克创新科技股份有限公司位于湖南省长沙高新开发区尖山路39号长沙中电软件园有限公司 一期七栋7楼701室,广东省深圳市宝安区雪花科创城润智研发中心1栋,香港金 ...

Group 1 - Anker Innovations' stock price increased by 5.07% to 111.79 CNY per share, with a trading volume of 5.51 billion CNY and a turnover rate of 1.67%, resulting in a total market capitalization of 599.37 billion CNY [1] - The stock has experienced a continuous rise for three days, accumulating a total increase of 3.19% during this period [1] - Anker Innovations, established on December 6, 2011, specializes in the research, design, and sales of consumer electronics, including mobile device peripherals and smart hardware products, with revenue composition as follows: charging and energy storage 52.97%, smart innovation 25.27%, smart audio-visual 21.75%, and others 0.01% [1] Group 2 - According to data, the fund "Chuangjin Hexin Junyi Quantitative Stock Mixed A" (020224) holds Anker Innovations as its tenth largest position, with 18,200 shares, accounting for 2.08% of the fund's net value [2] - The fund has realized a floating profit of approximately 98,100 CNY today, with a floating profit of 59,900 CNY during the three-day increase [2] - The fund was established on June 27, 2024, with a latest scale of 66.117 million CNY, and has achieved a year-to-date return of 12.69%, ranking 5063 out of 8130 in its category [2] Group 3 - The fund managers of "Chuangjin Hexin Junyi Quantitative Stock Mixed A" are Dong Liang and Sun Yue, with Dong Liang having a tenure of 12 years and 65 days, managing assets totaling 6.999 billion CNY, and achieving a best return of 109.69% during his tenure [3] - Sun Yue has a tenure of 5 years and 81 days, managing assets of 5.587 billion CNY, with a best return of 89.37% during his tenure [3]

Core Viewpoint - Anker Innovations' stock has experienced a decline of 2.02% on November 17, with a current price of 105.52 CNY per share, reflecting a total market capitalization of 56.575 billion CNY. The company has seen a year-to-date stock price increase of 10.56%, but has faced recent declines over various time frames [1]. Financial Performance - For the period from January to September 2025, Anker Innovations reported a revenue of 21.019 billion CNY, representing a year-on-year growth of 27.79%. The net profit attributable to shareholders was 1.933 billion CNY, marking a 31.34% increase compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 3.443 billion CNY, with 2.792 billion CNY distributed over the last three years [3]. Shareholder Information - As of September 30, 2025, Anker Innovations had 22,800 shareholders, an increase of 25.71% from the previous period. The average number of circulating shares per person decreased by 19.47% to 13,245 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 43.4388 million shares, which is a decrease of 4.005 million shares from the previous period. The seventh-largest shareholder is E Fund's ChiNext ETF, holding 4.6066 million shares, down by 0.6826 million shares [3]. Business Overview - Anker Innovations is primarily engaged in the research, design, and sales of consumer electronics, focusing on self-owned brands of mobile device peripherals and smart hardware products. The revenue breakdown is as follows: charging and energy storage products (52.97%), smart innovation products (25.27%), and smart audio-visual products (21.75%) [1].

Core Insights - The development of specialized, refined, unique, and innovative (referred to as "专精特新") small and medium-sized enterprises (SMEs) is crucial for driving innovation, promoting employment, and stabilizing economic growth [1][2] Group 1: Current State of SMEs - Over 600,000 technology and innovation-oriented SMEs have been cultivated, with more than 140,000 specialized SMEs and approximately 17,600 national-level "little giant" enterprises [1] - "Little giant" enterprises account for 3.5% of the total number of industrial SMEs but contribute 9.6% of revenue and 13.7% of profits [1] - In 2024, 75.3% of effective invention patents will be independently developed by SMEs, with annual growth rates for value-added, revenue, and profit of 6.4%, 7.4%, and 5.4% respectively, all exceeding those of large enterprises [2] Group 2: Government Support and Initiatives - The central government has supported over 4,200 "little giant" enterprises to enhance innovation capabilities and has provided long-term special bonds for over 1,000 enterprises for equipment upgrades [3] - The establishment of the second phase of the National SME Development Fund has been approved, aimed at attracting more social capital to support the growth of early-stage SMEs [10] - Various policies have been introduced this year to support specialized SMEs, covering funding rewards, innovation support, and digital transformation [1][2] Group 3: Industry Collaboration and Ecosystem - The automotive industry, as a core manufacturing sector, can directly and indirectly drive around 150 upstream and downstream industries, highlighting the importance of collaboration between leading enterprises and SMEs [4] - The government aims to create a supportive environment for the development of specialized SMEs through a tiered nurturing path from innovative SMEs to "little giant" enterprises and ultimately to manufacturing champions [4] Group 4: Digital Transformation and AI Integration - The Ministry of Industry and Information Technology is promoting the application of artificial intelligence (AI) in SMEs, with 238 typical application scenarios identified to enhance business processes and product innovation [6][7] - A new upgraded platform has been launched to address the challenges SMEs face in adopting AI, facilitating a dual-track system for online matching and offline engagement [8] Group 5: Capital Market Support - The capital market has been enhanced to better serve SMEs, with approximately 1,800 specialized SMEs listed, accounting for 35% of listed companies [9] - The first half of 2024 saw 80% of new listings being specialized SMEs, with a total of 1.5 trillion yuan raised through IPOs [9]

Core Insights - The development of small and medium-sized enterprises (SMEs) is crucial for innovation, employment, and economic stability in China, with over 600,000 technology and innovation-oriented SMEs cultivated to date [1][2] - The "specialized, refined, distinctive, and innovative" (专精特新) approach is being promoted to enhance the vitality and growth of SMEs, contributing significantly to the industrial sector [1][2] Group 1: Current Status of SMEs - As of 2024, the number of registered SMEs in China is expected to exceed 60 million, accounting for 99.9% of all enterprises, 84.3% of employment, and 78% of total assets [1] - SMEs have shown superior growth rates compared to large enterprises, with average annual growth rates of 6.4% in value-added, 7.4% in revenue, and 5.4% in profit [2] Group 2: Government Initiatives and Support - The establishment of the second phase of the National SME Development Fund has been approved, aimed at attracting more social capital to support the growth of early-stage SMEs [1] - The government is focusing on building national innovation platforms and specialized empowerment centers to enhance the innovation capabilities of SMEs [2] Group 3: AI and Digital Transformation - The Ministry of Industry and Information Technology has identified 238 typical application scenarios for AI to empower SMEs, focusing on optimizing business processes and innovating products and services [4] - The selected AI applications include 61 for smart hardware and 118 for smart software, highlighting the potential of AI in enhancing decision-making and automating complex tasks [4] Group 4: Financial Support and Capital Markets - The establishment of "specialized, refined, distinctive, and innovative" boards has been announced, with 30 provinces and cities participating, facilitating financing for over 15,000 enterprises and raising more than 50 billion yuan [5] - The ongoing development of these boards is expected to enhance the multi-tiered capital market and improve the financing support system for SMEs [5]

Core Insights - The 2025 Specialized and Innovative Small and Medium Enterprises Development Conference was held in Chongqing, where 238 typical AI application scenarios for SMEs were released [1] - China has cultivated over 600,000 technology and innovation-oriented SMEs, with more than 140,000 specialized and innovative SMEs, and over 17,600 national-level "little giant" enterprises [1] Group 1: AI Applications in SMEs - The new generation of AI, represented by large models, provides significant opportunities for SMEs to innovate and achieve "specialized and innovative" development [1] - The Ministry of Industry and Information Technology organized the collection of typical AI application scenarios for SMEs, resulting in 238 identified applications [1] - In optimizing business processes, the focus is on how SMEs use AI to drive digital transformation in R&D design, production operations, and management, enhancing quality and efficiency [1] Group 2: Specific AI Applications - There are 11 intelligent applications in R&D design, primarily based on generative AI, large language models, and simulation technology, significantly shortening R&D cycles [2] - In production operations, 35 intelligent applications utilize machine vision and deep learning for high-precision quality inspection, dynamic optimization of process parameters, and intelligent scheduling of production plans [2] - For management, 11 intelligent applications leverage large language models and retrieval-augmented generation technology to enhance decision-making and operational efficiency in contract review, knowledge management, and customer service [2] Group 3: Innovation in Products and Services - In terms of innovative products and services, 61 intelligent hardware applications were selected, covering smart equipment, embodied intelligence, and smart terminals [2] - 118 intelligent software applications were identified, highlighting the potential of AI in complex cognitive tasks and decision automation [2] - The conference emphasized new business models such as "algorithm as a service" within intelligent service applications [2] Group 4: Government Support for SMEs - The Minister of Industry and Information Technology, Li Lecheng, stated the intention to build a high-quality, efficient service system for SMEs, including a nationwide service network and overseas service system [2] - The establishment plan for the second phase of the National SME Development Fund has been approved by the State Council, aiming to attract more social capital to support the growth of early-stage SMEs [2]

Core Viewpoint - Anker Innovations plans to issue overseas listed shares (H-shares) and apply for listing on the Hong Kong Stock Exchange to enhance its global strategy and competitiveness [1] Group 1: Financial Performance - For the first three quarters of the year, Anker Innovations achieved total revenue of 21.019 billion yuan, a year-on-year increase of 27.79% [2] - The net profit attributable to shareholders reached 1.933 billion yuan, reflecting a year-on-year growth of 31.34% [2] - The company's total assets amounted to 20.02 billion yuan, up 20.6% from the end of the previous year, while the net assets attributable to shareholders increased by 10.4% to 9.894 billion yuan [2] Group 2: Market Dependency - Anker Innovations heavily relies on overseas markets, with 96.42% of its revenue coming from international sales and only 3.58% from domestic sales [2] - Revenue from charging and energy storage products accounted for 51.26% of total revenue [2] Group 3: Product Recalls - The company has faced three major product recalls this year due to battery cell production defects posing fire hazards [3] - In October, Anker Japan recalled approximately 410,000 power banks and 100,000 Bluetooth speakers due to fire incidents linked to a specific batch of lithium batteries [3] - In September, the U.S. Consumer Product Safety Commission announced a recall of about 481,000 power banks due to fire and burn hazards, with reports of 33 fire and explosion incidents [3] Group 4: Stock Market Performance - As of the latest report, Anker Innovations' stock price increased by 0.57% to 109.92 yuan per share, with a total market capitalization of approximately 58.934 billion yuan [3] - Since its listing, the company's stock price has risen by a cumulative 133% [3]