（记者 王瀚黎） 每经头条（nbdtoutiao）——展望"十五五"|专访贺铿：必须改变以往将资金过度集中于房屋建设和基础 设施建设的倾向，更加突出民生领域投入 每经AI快讯，智微智能10月21日晚间发布公告称，公司第二届第二十三次董事会会议于2025年10月21 日在公司会议室以现场结合通讯方式召开。会议审议了《2025年第三季度报告》等文件。 ...

深圳市智微智能科技股份有限公司（以下简称"公司"）对 2025 年三季度末 合并财务报表范围内相关资产计提资产减值准备总额为 5,380.17 万元，本次计提 资产减值准备事项无需提交董事会、股东会审议。现将具体情况公告如下： 一、 本次计提资产减值准备情况概述 （一）计提资产减值准备的原因 根据《企业会计准则》《深圳证券交易所上市公司自律监管指引第 1 号—— 主板上市公司规范运作》相关规定的要求，为了更加真实、准确地反映公司截至 2025 年 9 月 30 日的资产状况和财务状况，基于谨慎性原则，公司对合并报表中 截至 2025 年 9 月 30 日的相关资产进行全面清查，对可能发生资产减值损失的资 产计提减值准备。 （二）计提资产减值准备的资产范围、总金额和拟计入的报告期间 公司（含子公司）于 2025 年三季度末对应收款项、存货、长期股权投资、 固定资产、商誉等资产进行了全面清查及评估，在此基础上对可能发生资产减值 损失的资产计提减值准备。 证券代码：001339 证券简称：智微智能 公告编号：2025-084 深圳市智微智能科技股份有限公司 关于 2025 年前三季度计提资产减值准备的公告 本公司及 ...

证券代码：001339 证券简称：智微智能 公告编号：2025-082 深圳市智微智能科技股份有限公司 第二届董事会第二十三次会议决议公告 深圳市智微智能科技股份有限公司（以下简称"公司"）第二届董事会第二十三 次会议于 2025 年 10 月 21 日在公司会议室以现场结合通讯方式召开，本次会议通知 已于 2025 年 10 月 17 日以电子邮件等方式送达全体董事。本次会议应出席董事 7 名， 现场出席 5 名，通讯出席 2 名（独立董事詹伟哉先生和彭钦文先生以通讯方式出席）， 董事长袁微微女士主持会议，公司全体高级管理人员列席了会议。本次会议的召集、 召开和表决程序符合《中华人民共和国公司法》等法律、法规及《公司章程》的有 关规定，会议合法有效。 二、董事会会议审议情况 具体内容详见公司于 2025 年 10 月 22 日披露于巨潮资讯网（www.cninfo.com.cn） 的《2025 年第三季度报告》（公告编号：2025-083）。 一、董事会会议召开情况 经与会董事认真审议，会议审议情况如下： （一）审议通过《2025 年第三季度报告》 表决结果：同意 7 票，反对 0 票，弃权 0 票。 公司 ...

Core Insights - The company reported a revenue of 2.973 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 6.89% [1] - The net profit attributable to shareholders of the listed company was 131 million yuan, showing a significant year-on-year increase of 59.30% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 108 million yuan, reflecting a year-on-year growth of 54.28% [1] - The basic earnings per share stood at 0.53 yuan [1]

Core Viewpoint - The company reported a revenue increase of 6.89% year-on-year for the first three quarters of 2025, indicating steady growth in its operations [1] - The net profit attributable to shareholders saw a significant increase of 59.30% year-on-year, reflecting strong financial performance [1] - The basic earnings per share reached 0.53 yuan, showcasing improved profitability [1] Financial Performance - Revenue for the first three quarters amounted to 2.973 billion yuan, up from the previous year [1] - Net profit attributable to shareholders was 131 million yuan, marking a substantial increase compared to the same period last year [1] - The net profit after deducting non-recurring gains and losses was 108 million yuan, also showing a robust growth of 54.28% year-on-year [1]

Core Insights - The company reported third-quarter revenue of 1.026 billion yuan, a year-on-year decrease of 6.08% [1] - The net profit for the third quarter was 29.236 million yuan, showing a year-on-year increase of 13.67% [1] - For the first three quarters, the company achieved revenue of 2.973 billion yuan, reflecting a year-on-year growth of 6.89% [1] - The net profit for the first three quarters reached 131 million yuan, representing a significant year-on-year increase of 59.30% [1] Financial Performance - Third-quarter revenue: 1.026 billion yuan, down 6.08% year-on-year [1] - Third-quarter net profit: 29.236 million yuan, up 13.67% year-on-year [1] - Year-to-date revenue (first three quarters): 2.973 billion yuan, up 6.89% year-on-year [1] - Year-to-date net profit (first three quarters): 131 million yuan, up 59.30% year-on-year [1]

Financial Performance - The company achieved a revenue of 2.973 billion yuan in the first three quarters, representing a year-on-year growth of 6.89%[5] - Net profit attributable to shareholders reached 131 million yuan, a significant increase of 59.30% year-on-year[5] - Basic earnings per share increased by 20.00% to 0.12 yuan, while diluted earnings per share also rose by 20.00%[9] - The net profit attributable to shareholders for the period (January to September) was ¥130,947,962.01, an increase of 59.30% compared to ¥82,200,965.84 in the previous period[14] - The net profit attributable to shareholders after deducting non-recurring gains and losses was ¥108,140,361.27, reflecting a growth of 54.28% from ¥70,094,677.85 in the prior period[14] - Basic earnings per share rose to ¥0.53, up 60.61% from ¥0.33 in the same period last year[14] - Diluted earnings per share increased to ¥0.52, a rise of 57.58% compared to ¥0.33 in the previous year[14] - The net profit for the current period is CNY 242,390,590.91, an increase from CNY 144,130,606.77 in the previous period, representing a growth of approximately 68.3%[30] - The total operating profit for the current period was CNY 289,931,536.25, up from CNY 167,473,410.61, indicating an increase of approximately 73.0%[30] Assets and Liabilities - Total assets at the end of the reporting period amounted to approximately 5.784 billion yuan, reflecting a 12.85% increase compared to the previous year[9] - Total assets reached ¥5,784,202,487.63, compared to ¥5,125,461,460.06, marking an increase of 12.9%[26] - Total liabilities rose to ¥3,325,542,621.32 from ¥2,937,683,538.78, an increase of 13.2%[27] - Shareholders' equity totaled ¥2,458,659,866.31, up from ¥2,187,777,921.28, reflecting a growth of 12.3%[27] Cash Flow - The net cash flow from operating activities showed a drastic decline of 93.75%[9] - The net cash flow from operating activities was ¥57,677,919.37, a significant decrease of 93.75% from ¥923,464,656.86 in the prior period, primarily due to an increase in supplier prepayments[14] - The cash flow from operating activities showed a net increase of CNY 57,677,919.37, down from CNY 923,464,656.86 in the previous period[33] - The cash flow from investing activities resulted in a net outflow of CNY 694,552,044.67, compared to a net outflow of CNY 917,186,321.17 in the previous period[33] - Cash and cash equivalents decreased to ¥784,680,642.83 from ¥1,477,783,251.64, a decline of 46.9%[25] - The cash and cash equivalents at the end of the period decreased to CNY 770,666,148.88 from CNY 870,744,677.50, a decline of about 11.5%[34] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 48,839[16] - Major shareholders include Yuan Weiwei with 39.58% and Guo Xuhui with 30.22%, collectively holding 69.80% of the company[18] - The company repurchased and canceled 10,148 shares due to performance assessment not meeting target values[19] - A total of 176,000,000 shares held by controlling shareholders Yuan Weiwei and Guo Xuhui will be released from restrictions on August 15, 2025, representing 69.8888% of the total share capital[20] - Guo Xuhui plans to reduce his holdings by up to 7,500,000 shares, approximately 2.9749% of the total share capital, within three months starting from October 14, 2025[23] Research and Development - The company is focusing on upgrading existing product lines and enhancing contributions from high-value businesses, particularly in the AI+ sector, targeting cloud, edge, and endpoint solutions[5] - Research and development expenses increased to ¥145,765,069.90, compared to ¥134,866,808.86 in the previous period, indicating a growth of 8.5%[29] - In the edge AI sector, the company introduced a full-stack product series utilizing NVIDIA Jetson and other chips, catering to various AI application scenarios[6] - The company launched the generative AI BOX and embodied intelligent controllers, enhancing capabilities for complex AI applications[6] - The company made significant progress in the humanoid robot sector with the launch of the EII-6300 intelligent controller, achieving a breakthrough from 0 to 1[7] Operating Performance - Total operating revenue for the period reached ¥2,972,959,655.39, an increase of 6.9% compared to ¥2,781,257,744.22 in the previous period[29] - Total operating costs amounted to ¥2,658,377,855.73, up from ¥2,587,629,956.53, reflecting a rise of 2.7%[29] - The company reported an investment income of ¥8,434,606.95, compared to ¥3,318,542.83 in the previous period, indicating a significant increase[29] - The company’s investment income from joint ventures and associates was reported at CNY -4,989,527.65, reflecting a loss compared to the previous period[30] - The company’s total assets impairment loss was CNY 48,925,680.83, a decrease from CNY 56,784,586.21 in the previous period[30]

Core Viewpoint - The stock price of Zhimi Intelligent has shown a significant increase of 48.59% year-to-date, with recent fluctuations indicating a mixed performance in the short term [2]. Group 1: Stock Performance - As of October 21, Zhimi Intelligent's stock rose by 2.01%, reaching 54.25 CNY per share, with a trading volume of 1.49 billion CNY and a turnover rate of 2.33%, resulting in a total market capitalization of 13.677 billion CNY [1]. - Year-to-date, the stock has increased by 48.59%, with a slight rise of 0.95% over the last five trading days, a decline of 9.40% over the last 20 days, and a marginal increase of 0.54% over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Zhimi Intelligent reported a revenue of 1.947 billion CNY, reflecting a year-on-year growth of 15.29%, while the net profit attributable to shareholders was 102 million CNY, marking an impressive increase of 80.08% [3]. Group 3: Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders for Zhimi Intelligent reached 38,400, an increase of 10.26% from the previous period, with an average of 1,948 shares held per shareholder, down by 7.28% [3]. - The company has distributed a total of 60.0569 million CNY in dividends since its A-share listing [4]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 1.2326 million shares, a decrease of 1.7431 million shares from the previous period [4].

Core Viewpoint - The company stated that the gross margin of its "intelligent computing business" in the 2025 semi-annual report is relatively high due to the revenue recognition method used by its subsidiary, which applies the net method as per accounting standards [1] Summary by Category - **Company Performance** - The gross margin of the "intelligent computing business" is expected to be high in the 2025 semi-annual report [1] - **Revenue Recognition** - The subsidiary, Tengyun Zhikuan, recognizes part of its operating income using the net method in accordance with accounting standards [1]

Market Overview - On October 13, the computer equipment sector experienced a slight decline of 0.03%, with Zhiwei Intelligent leading the drop [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Notable gainers in the computer equipment sector included: - Kaleite (301391) with a closing price of 84.00, up 13.84% [1] - Chunzong Technology (603516) at 177.09, up 10.00% [1] - Zhongfu Information (300659) at 15.67, up 8.97% [1] - Conversely, Zhiwei Intelligent (001339) led the decliners with a closing price of 55.81, down 3.94% [2] - Other significant decliners included: - Zhongwei Electronics (300270) at 10.72, down 3.86% [2] - Huijin Shares (300368) at 18.81, down 3.54% [2] Capital Flow - The computer equipment sector saw a net outflow of 770 million yuan from institutional investors, while retail investors contributed a net inflow of 783 million yuan [2][3] - The capital flow for key stocks showed: - China Great Wall (000066) with a net inflow of 3.72 billion yuan from institutional investors [3] - Chunzong Technology (603516) with a net outflow of 635.3 million yuan from retail investors [3]