来源：新浪证券-红岸工作室 12月30日，智迪科技跌0.08%，成交额2174.64万元，换手率1.86%，总市值28.75亿元。 异动分析 粤港澳大湾区+人工智能+机器人概念+消费电子概念+人民币贬值受益 1、公司办公地址：广东省珠海市香洲区高新区唐家湾镇金园一路8号厂房。 区间今日近3日近5日近10日近20日主力净流入-69.50万-286.80万-57.75万-49.59万138.91万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额847.68万，占总成交额的4.19%。 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 ...

Core Viewpoint - The company Zhuhai Zhiditech Co., Ltd. is experiencing fluctuations in stock performance, with a recent decline of 1.42% and a market capitalization of 2.991 billion yuan, while its business is primarily focused on computer peripherals and automation solutions [1][7]. Company Overview - Zhuhai Zhiditech Co., Ltd. was established on August 28, 1996, and went public on July 17, 2023. The company specializes in the research, development, production, and sales of computer peripherals, including keyboards and mice [7]. - The revenue composition of the company includes keyboards (48.23%), keyboard and mouse sets (27.61%), mice (20.25%), and other products (2.58%) [7]. - As of September 30, 2023, the company reported a revenue of 1.099 billion yuan for the first nine months of 2023, reflecting a year-on-year growth of 14.29%, and a net profit attributable to shareholders of 77.078 million yuan, up 13.47% year-on-year [7]. Business Segments - The company’s subsidiary, Jierui Technology, focuses on non-standard automation production lines and equipment, including the design and development of robotic applications and software [2]. - Jierui Technology has developed AI-based flexible gripping devices that utilize 3D vision and deep learning technologies for identifying and guiding the handling of workpieces, catering to the needs of small-batch, multi-variety production [2]. - The company also provides intelligent production solutions through integrated AGV smart logistics lines, enhancing system flexibility and production efficiency [2]. Financial Performance - The company’s overseas revenue accounted for 87.24% of total revenue in the 2024 annual report, benefiting from the depreciation of the Renminbi [3]. - The company has distributed a total of 121 million yuan in dividends since its A-share listing [8]. Shareholder Structure - As of September 30, 2023, the number of shareholders was 8,402, a decrease of 2.95% from the previous period, with an average of 3,865 shares held per shareholder, an increase of 3.03% [7]. - Notable institutional shareholders include Huaxia CSI 500 Index Enhanced A and Dachen CSI 360 Internet + Index A, both of which have recently increased their holdings [8].

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].

Core Viewpoint - Zhuhai Zhiditech Co., Ltd. is experiencing a decline in stock price, with a market capitalization of 3.112 billion yuan and a trading volume of 22.33 million yuan on November 18, 2023 [1] Company Overview - Zhuhai Zhiditech Co., Ltd. was established on August 28, 1996, and went public on July 17, 2023. The company specializes in the research, development, production, and sales of computer peripherals, primarily keyboards and mice [7] - The company's revenue composition includes keyboards (48.23%), keyboard and mouse sets (27.61%), mice (20.25%), and other products (2.58%) [7] - As of September 30, 2023, the company reported a revenue of 1.099 billion yuan for the first nine months of 2023, 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 [7] Business Segments - The company’s subsidiary, Jierui Technology, focuses on non-standard automation production lines and equipment, including the design and development of robotic applications and software [2] - Jierui Technology has developed AI-based flexible gripping devices that utilize 3D vision and deep learning technologies for identifying and guiding the handling of workpieces, catering to the needs of small-batch, multi-variety production [2][3] Market Position and Financials - The company benefits from a high overseas revenue ratio, with 87.24% of its revenue coming from international markets, positively impacted by the depreciation of the Chinese yuan [3] - The company has distributed a total of 121 million yuan in dividends since its A-share listing [8] Shareholder Structure - As of September 30, 2023, the number of shareholders decreased by 2.95% to 8,402, with an average of 3,865 shares held per person, an increase of 3.03% [7] - New institutional shareholders include several funds, indicating growing interest in the company [8]

Core Viewpoint - The company Zhuhai Zhiditech Co., Ltd. is involved in the computer peripheral industry, focusing on the research, development, production, and sales of products such as keyboards and mice, with a significant portion of its revenue coming from overseas due to the depreciation of the RMB [3][7]. Company Overview - Zhuhai Zhiditech Co., Ltd. was established on August 28, 1996, and went public on July 17, 2023. The company is located in the High-tech Zone of Tangjiawan Town, Zhuhai, Guangdong Province [7]. - The main business revenue composition includes keyboards (48.23%), keyboard and mouse sets (27.61%), mice (20.25%), and other products (4.33%) [7]. - As of September 30, 2023, the company had 8,402 shareholders, a decrease of 2.95% from the previous period, with an average of 3,865 circulating shares per person, an increase of 3.03% [7]. Financial Performance - For the period from January to September 2023, the company 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 [7]. - The company has distributed a total of 121 million yuan in dividends since its A-share listing [8]. Market Dynamics - The company benefits from trends in the Guangdong-Hong Kong-Macao Greater Bay Area, robotics, artificial intelligence, and consumer electronics, as well as the depreciation of the RMB [2]. - The company’s subsidiary, Jierui Technology, focuses on non-standard automation production lines and equipment, including the development of robotic applications and software [2]. Investment and Shareholder Information - As of September 30, 2023, the top ten circulating shareholders include several new entrants, indicating a shift in institutional holdings [8]. - The average trading cost of the stock is 39.99 yuan, with the current price near a support level of 38.71 yuan, suggesting potential volatility [6].

Core Viewpoint - Zhidi Technology experienced a stock decline of 1.64% on September 23, with a trading volume of 52.45 million yuan, indicating a potential market reaction to recent financial performance and investor sentiment [1]. Financing Summary - On September 23, Zhidi Technology had a financing buy-in amount of 5.76 million yuan, with a net financing buy of 2.66 million yuan after 3.09 million yuan in financing repayments. The total financing and securities balance reached 34.59 million yuan, accounting for 2.69% of the circulating market value, which is above the 50th percentile level over the past year, indicating a relatively high financing position [1]. - The company had no short selling activity on September 23, with a short selling balance of 0.00 yuan, placing it in the 90th percentile level over the past year, suggesting a lack of bearish sentiment among investors [1]. Business Performance - As of June 30, Zhidi Technology reported a total of 8,657 shareholders, an increase of 3.06% from the previous period, while the average circulating shares per person decreased by 2.97% to 3,751 shares [2]. - For the first half of 2025, Zhidi Technology achieved a revenue of 672 million yuan, representing a year-on-year growth of 23.95%. The net profit attributable to the parent company was 51.19 million yuan, reflecting a year-on-year increase of 19.25% [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 June 30, 2025, the top ten circulating shareholders included new entrants such as Dazhong Zhongzheng 360 Internet + Index A, holding 402,800 shares, while Xinao New Energy Industry Stock A reduced its holdings by 336,700 shares [3].

Company Overview - Zhidi Technology Co., Ltd. is located in Zhuhai, Guangdong Province, established on August 28, 1996, and listed on July 17, 2023. The company specializes in the computer peripheral sector, primarily engaged in the research, production, and sales of keyboards, mice, and other computer peripheral products [1]. Stock Performance - On September 23, Zhidi Technology's stock fell by 5.01%, trading at 38.26 CNY per share, with a transaction volume of 26.51 million CNY and a turnover rate of 2.09%. The total market capitalization is 3.061 billion CNY. The stock has experienced a continuous decline over three days, with a cumulative drop of 3.24% during this period [1]. Revenue Composition - The revenue composition of Zhidi Technology is as follows: keyboards account for 48.23%, keyboard and mouse sets for 27.61%, mice for 20.25%, other products for 2.58%, and additional items for 1.33% [1]. Major Shareholders - Among the top ten circulating shareholders of Zhidi Technology, a fund under Dacheng Fund ranks as a significant holder. The Dacheng CSI 360 Internet + Index A (002236) entered the top ten shareholders in the second quarter, holding 402,800 shares, which represents 1.24% of the circulating shares. The estimated floating loss today is approximately 813,700 CNY, with a floating loss of 543,800 CNY during the three-day decline [2]. Fund Performance - The Dacheng CSI 360 Internet + Index A (002236) was established on February 3, 2016, with a current scale of 698 million CNY. Year-to-date, it has achieved a return of 34.45%, ranking 1422 out of 4220 in its category. Over the past year, the return is 90.82%, ranking 730 out of 3814. Since its inception, the return has been 217.1% [2]. Fund Manager Information - The fund manager of Dacheng CSI 360 Internet + Index A is Xia Gao, who has a cumulative tenure of 10 years and 295 days. The total asset scale of the fund is 2.26 billion CNY, with the best fund return during the tenure being 215.74% and the worst being -71.74% [2].

Core Viewpoint - The company Zhuhai Zhiditech Co., Ltd. is experiencing growth in its stock performance and is benefiting from various market trends, including the depreciation of the RMB and advancements in AI and robotics technology [1][2]. Company Overview - Zhuhai Zhiditech Co., Ltd. was established on August 28, 1996, and went public on July 17, 2023. The company specializes in the research, production, and sales of computer peripherals, primarily keyboards and mice [8]. - The company's revenue composition includes keyboards (48.72%), keyboard and mouse sets (23.76%), mice (21.35%), and other products (4.90%) [8]. Business Segments - The main business of the company is in the computer peripheral sector, providing support for smart home products involving keyboards and mice [2]. - The company's subsidiary, Jierui Technology, is focused on developing AI-based flexible gripping devices and AGV intelligent logistics lines, enhancing automation in production processes [2][3]. Financial Performance - For the first quarter of 2025, the company reported a revenue of 305 million yuan, representing a year-on-year growth of 32.90%, and a net profit attributable to shareholders of 27.48 million yuan, up 38.47% year-on-year [8]. - As of March 31, 2025, the company had a total dividend payout of 96.8 million yuan since its A-share listing [9]. Market Position - The company has a significant overseas revenue share of 87.24%, benefiting from the depreciation of the RMB [3]. - The stock has shown a recent increase in trading volume and a notable turnover rate of 11.83% [1]. Shareholder Structure - As of March 31, 2025, the number of shareholders decreased by 2.64% to 8,400, with an average of 3,866 shares held per person, an increase of 2.71% [8][9]. - Notable changes in institutional holdings include a decrease in shares held by several funds, indicating a shift in shareholder composition [9].

Group 1 - The company, Zhidi Technology (301503.SZ), currently has no relevant business layout in the market [1] - The main business of the company involves the research, production, and sales of keyboards and mice, with primary products being keyboards, mice, and keyboard-mouse sets [1] - The company will closely monitor industry developments and evaluate business opportunities in line with its strategic goals, ensuring compliance with information disclosure rules for any new layouts [1] Group 2 - An investor inquired whether the company is involved in manufacturing controllers for the Nintendo Switch [2]

Core Viewpoint - The company Zhuhai Zhiditech Co., Ltd. is engaged in the research, production, and sales of computer peripherals, including keyboards and mice, and is benefiting from the depreciation of the RMB, with a significant portion of its revenue coming from overseas markets [3][8]. Company Overview - Zhuhai Zhiditech Co., Ltd. was established on August 28, 1996, and went public on July 17, 2023. The company primarily operates in the computer peripherals sector, with its main revenue sources being keyboards (48.72%), keyboard and mouse sets (23.76%), and mice (21.35%) [8]. - As of March 31, 2025, the company reported a revenue of 305 million yuan, representing a year-on-year growth of 32.90%, and a net profit attributable to shareholders of 27.48 million yuan, up 38.47% year-on-year [8]. Business Segments - The company’s main business includes the design, development, installation, and debugging of non-standard automation production lines and equipment through its subsidiary, Jierui Technology, which also focuses on robotics applications and software development [2]. - The company has developed an intelligent manufacturing system for molds and automated production lines for keyboards, which utilize robotics technology [2]. Market Performance - On July 31, the company's stock price decreased by 1.37%, with a trading volume of 39.21 million yuan and a market capitalization of 3.172 billion yuan [1]. - The average trading cost of the stock is 38.06 yuan, with the stock currently near a resistance level of 39.75 yuan, indicating potential for upward movement if this level is surpassed [7]. Shareholder Information - As of March 31, 2025, the number of shareholders decreased by 2.64% to 8,400, with an average of 3,866 shares held per shareholder, an increase of 2.71% [8]. - The company has distributed a total of 96.8 million yuan in dividends since its A-share listing [9].