来源：新浪证券-红岸工作室 12月15日，比依股份涨3.27%，成交额1.21亿元，换手率3.11%，总市值39.20亿元。 异动分析 智能家居+AI眼镜+家用电器+人民币贬值受益+人工智能 1、根据2024年5月7日互动易，公司已启动搭建自有AI智慧平台，后续将根据消费者的使用偏好和市场 趋势，通过植入智能语音、智能可视、远程控制、产品模拟体验等提升用户对产品的智能化体验感，为 全球用户的小家电使用场景赋予更具智慧化科技化的意义。 2、2024年半年报：公司投资30,000,000元上海理湃光晶技术有限公司，权益比例5.3764%。2024年8月 15日互动易：2024年4月，公司已与AR光学显示领域企业上海理湃光晶技术有限公司形成战略锚定，作 为国内AR眼镜光波导模组生产规模最大的供应商，理湃光晶目前已投产10万级规模的生产线，并已启 动投建100万级生产产能，应对快速增长的AR消费市场。 3、公司的主营业务是智能小家电产品的设计、制造和销售。公司主要产品包括机械式实用型空气炸 锅、空气烤箱、油炸锅等。 4、根据2024年年报，公司海外营收占比为92.25%，受益于人民币贬值。 5、2024年5月7日互动 ...

Core Viewpoint - The company, Zhejiang Biyi Electric Co., Ltd., specializes in the design, manufacturing, and sales of small household appliances, with a significant focus on smart home technology and artificial intelligence integration. Group 1: Company Overview - The company was established on March 20, 2001, and went public on February 18, 2022. Its main business includes kitchen appliances, with revenue composition as follows: air fryers and air ovens 85.12%, coffee machines and others 9.43%, deep fryers 4.43%, and environmental appliances 1.03% [8] - As of October 31, the number of shareholders is 16,600, a decrease of 4.28% from the previous period, while the average circulating shares per person increased by 4.47% [8] Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.756 billion yuan, representing a year-on-year growth of 18.66%. However, the net profit attributable to the parent company was 72.204 million yuan, a decrease of 29.00% year-on-year [8] - The company has distributed a total of 266 million yuan in dividends since its A-share listing, with 215 million yuan distributed over the past three years [9] Group 3: Market Position and Trends - The company has a strong international presence, with overseas revenue accounting for 92.25%, benefiting from the depreciation of the Chinese yuan [4] - The company is expanding into the smart robotics sector, currently focusing on smart vacuum cleaners and washing machines [3][4] - The company has initiated the development of its own AI smart platform to enhance user experience through features like smart voice, visual control, remote control, and product simulation [2][4] Group 4: Technical Analysis - The average trading cost of the stock is 21.10 yuan, with the current stock price near a resistance level of 20.41 yuan, indicating potential for a price correction if this level is not surpassed [7]

Core Viewpoint - The company, Zhejiang Biyi Electric Co., Ltd., is focusing on enhancing its product offerings through the integration of AI technology and expanding its presence in the smart home and small appliance sectors. Company Overview - Zhejiang Biyi Electric Co., Ltd. was established on March 20, 2001, and went public on February 18, 2022. The company specializes in the design, manufacturing, and sales of kitchen appliances, with a revenue composition of 85.12% from air fryers and air ovens, 9.43% from coffee machines and others, 4.43% from deep fryers, and 1.03% from environmental appliances [8]. - As of October 20, the number of shareholders is 17,400, a decrease of 3.57% from the previous period, with an average of 10,776 circulating shares per person, an increase of 3.71% [8]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.756 billion yuan, representing a year-on-year growth of 18.66%. However, the net profit attributable to the parent company was 72.2044 million yuan, a decrease of 29.00% year-on-year [8]. - The company has distributed a total of 266 million yuan in dividends since its A-share listing, with 215 million yuan distributed over the past three years [9]. Market Position and Trends - The company has initiated the development of its own AI smart platform, aiming to enhance user experience through features like smart voice, visual control, remote control, and product simulation [2][4]. - The company has entered the smart robotics sector with products such as smart vacuum cleaners and floor washers [3]. Industry Context - The company benefits from a high overseas revenue ratio of 92.25%, largely due to the depreciation of the Chinese yuan [4]. - The company operates within the household appliance industry, specifically in the small kitchen appliance segment, and is associated with concepts such as artificial intelligence, e-commerce, Xiaomi, robotics, and smart home technology [8].