来源：新浪证券-红岸工作室 8月6日，智迪科技涨2.56%，成交额1.66亿元，换手率11.83%，总市值34.30亿元。 异动分析 消费电子概念+人工智能+机器人概念+人民币贬值受益+芯片概念 1、2023年7月19号互动易显示：公司的主营业务是计算机外设领域，主要从事键盘、鼠标等计算机外设 产品的研发、生产及销售。公司可以为智能家居中涉及鼠标、键盘等计算机外设产品提供支持。 2、2023年7月19日互动易回复：公司子公司捷锐科技联合研发的人工智能柔性抓取设备主要是基于3D 视觉、AI深度学习等技术对工件进行识别、引导抓取，主要针对小批量、多品种产品在自动化生产中 快速换料的需求；集成的AGV智能物流线，主要运用于在生产过程物料的运输，具有高度的智能化和 自动化，通过其控制系统进行调度管理，有效提高系统灵活性和生产效率。 3、2023年7月27日互动易回复：公司子公司捷锐科技主要业务是非标自动化产线和设备方面的设计、开 发、安装和调试，其中包括机器人应用程序和软件设计开发，通过对客户应用场景的研究开发，为客户 提供智能化生产解决方案。 4、根据2024年年报，公司海外营收占比为87.24%，受益于人民币贬值 ...

每经AI快讯，有投资者在投资者互动平台提问：公司有给switch代工手柄吗？ （文章来源：每日经济新闻） 智迪科技（301503.SZ）8月5日在投资者互动平台表示，目前公司暂无相关布局。公司主要从事键盘、 鼠标的研发、生产和销售业务，主要产品为键盘、鼠标、键鼠套装。我们会密切关注行业及相关领域的 发展动态，结合公司实际情况审慎评估各类业务机会，若有符合公司战略的新布局，将严格按照信息披 露规则及时公告。 ...

Group 1: Industry Trends and Company Strategy - The esports industry is experiencing significant growth, leading to increased demand for gaming peripherals, which the company plans to leverage by focusing on high-end products like magnetic axis keyboards [2][3] - The rise of remote work and online education is changing the demand structure for computer peripherals, prompting the company to enhance its product strategy to meet these new needs [3] - The company aims to deepen its presence in the esports market and optimize product experiences through technological upgrades [2][3] Group 2: Financial Performance - In Q1 2025, the company achieved a revenue of CNY 305 million, representing a year-on-year growth of 32.9% [3][5] - For the year 2024, the company reported a revenue of CNY 1.324 billion, a 49.01% increase compared to the previous year, and a net profit of CNY 115 million, up 72.49% [4][12] - The company’s R&D investment for the year was CNY 58.7 million, reflecting a 32.27% increase, focusing on enhancing product competitiveness and user experience [12] Group 3: Market Expansion and International Strategy - The company employs an ODM model to collaborate with international brands, supplying peripherals like keyboards and mice, with a sales network covering Europe, North America, and Japan [4][5] - The company plans to continue strengthening partnerships with international clients and expand its market presence through effective resource sharing and collaboration [5][6] Group 4: Product Development and Innovation - The company is advancing its new product development projects, focusing on key technology indicators and performance optimization, with plans to accelerate the launch of new products [7][12] - The product categories with the highest sales in 2024 were keyboards (48.72%), mice (21.35%), and keyboard-mouse sets (23.76%) [12] - The company is committed to continuous innovation in product design and technology, aiming to enhance user comfort and operational efficiency [12] Group 5: Future Outlook and Shareholder Returns - The company maintains an optimistic outlook for 2025, supported by strong order volumes and ongoing capacity expansion projects in Zhuhai and Vietnam [5][6] - A shareholder return plan has been established, proposing a cash dividend of CNY 6.5 per 10 shares, totaling CNY 52 million, pending approval at the annual shareholder meeting [8][12]