Market Overview - The computer equipment sector rose by 3.97% on September 11, with Huihan Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Top Performers - Huihan Co., Ltd. (301600) closed at 134.60, up 20.00% with a trading volume of 74,600 shares and a transaction value of 956 million [1] - Shuguang Digital Innovation (872808) closed at 103.61, up 13.76% with a trading volume of 103,100 shares [1] - Zhongke Shuguang (603019) closed at 92.09, up 10.00% with a trading volume of 895,200 shares [1] - Chunzong Technology (603516) closed at 137.09, up 10.00% with a trading volume of 148,600 shares [1] Market Capital Flow - The computer equipment sector saw a net inflow of 2.906 billion yuan from institutional investors, while retail investors experienced a net outflow of 1.306 billion yuan [2] - The main stocks with significant net inflows included Zhongke Shuguang with 1.795 billion yuan and Langchao Information with 629 million yuan [3] Individual Stock Performance - Huihan Co., Ltd. had a net inflow of 112 million yuan from institutional investors, but a net outflow of 130 million yuan from retail investors [3] - Zhongke Shuguang had a net inflow of 1.795 billion yuan, representing 22.61% of its total trading volume [3] - Langchao Information experienced a net inflow of 629 million yuan, accounting for 8.48% of its trading volume [3]

Core Viewpoint - The stock of Zhimi Intelligent has shown significant growth this year, with a 60.78% increase, indicating strong market performance and investor interest [1][2]. Company Overview - Zhimi Intelligent Technology Co., Ltd. was established on September 7, 2011, and went public on August 15, 2022. The company is based in Shenzhen and primarily engages in the research, production, sales, and service of various electronic devices [2]. - The company's revenue composition includes: Industry terminals (53.57%), ICT infrastructure (15.78%), Intelligent computing business (15.31%), Others (7.88%), and Industrial IoT (7.46%) [2]. - Zhimi Intelligent operates within the computer equipment sector and is associated with concepts such as online education, network security, and digital economy [2]. Financial Performance - For the first half of 2025, Zhimi Intelligent reported a revenue of 1.947 billion yuan, representing a year-on-year growth of 15.29%. The net profit attributable to shareholders was 102 million yuan, showing a substantial increase of 80.08% [2]. - Since its A-share listing, the company has distributed a total of 60.0569 million yuan in dividends [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 10.26% to 38,400, with an average of 1,948 shares held per person, a decrease of 7.28% [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 1.2326 million shares, which is a decrease of 1.7431 million shares from the previous period [3].

Group 1 - The core viewpoint of the news is that Shenzhen Zhimi Intelligent Technology Co., Ltd. has demonstrated strong capabilities and development potential in the smart internet hardware sector during a recent investor meeting [1] - The company is recognized as a leading provider of smart internet hardware products and solutions in China, holding the status of a national high-tech enterprise and a "specialized, refined, and innovative" small giant enterprise [1] - The company aims to support industrial digitalization by building a "smart base" and has developed core capabilities in multi-scenario product definition, flexible manufacturing, and digital information management [1] Group 2 - Significant progress has been made in the computing power business, with the company planning to deepen maintenance and operation services and expand computing power rental services [2] - The company has launched the HAT cloud platform for computing power rental, which was officially released in April 2025 and has been commercialized [2] - The company is focusing on AI in its future strategy, planning to develop five categories of products across cloud, edge, and endpoint AI [2]

Company Overview - Shenzhen Zhimi Intelligent Technology Co., Ltd. is a leading provider of intelligent internet hardware products and solutions in China, recognized as a national high-tech enterprise and a "specialized and innovative" small giant enterprise [2][3] - The company focuses on building a robust hardware foundation for industrial digitalization, promoting intelligent internet applications across various scenarios [2][3] Business Segments - Main business areas include industry terminals (e.g., PCs, OPS, cloud terminals), ICT infrastructure (servers, switches, cybersecurity hardware), industrial IoT (robot controllers, industrial motherboards, industrial computers, AI edge devices), and intelligent computing [3][4] - The product layout meets diverse AI application needs in sectors such as AI high-performance computing, robotics, smart education, smart office, smart finance, industrial automation, and smart healthcare [3][4] Strengths in Computing Power - The company aims to be an "AIGC full lifecycle service provider," focusing on computing power planning and equipment supply, with computing power leasing as a new growth area [3][5] - As of mid-2025, the order backlog has exceeded the total for the previous year, indicating strong market competitiveness [3][5] - The HAT cloud platform, launched in April 2025, offers flexible resource scheduling and cost optimization, supporting various customer needs with a standardized computing power unit and pay-per-use model [3][5] Product Innovations - The "Zhiqing" series of robot brain domain controllers utilizes NVIDIA Jetson chips, offering AI computing options ranging from 100 TOPS to 2070 FP4 TFLOPS [4][6] - The company has established a comprehensive "end-to-end" service system covering the entire lifecycle of equipment, ensuring timely service response and reliable spare parts supply [3][5] Future Strategy - The company plans to embrace AI comprehensively, focusing on three main areas: cloud, edge, and terminal, with five product categories in development [5][6] - In the edge AI sector, the company offers integrated computing power machines with various configurations to meet diverse computing needs in professional creation, data centers, and high-performance computing clusters [6][7] - The generative AI BOX supports local deployment of models, covering large language models (LLM) and visual language models (VLM), providing robust support for complex applications [6][7]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001339 证券简称：智微智能 公告编号：2025-080 深圳市智微智能科技股份有限公司 关于提前归还用于暂时补充 流动资金的募集资金的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 深圳市智微智能科技股份有限公司（以下简称"公司"）于2024年9月27日召开第二届董事会第十一次会 议和第二届监事会第九次会议审议通过了《关于使用部分闲置募集资金暂时补充流动资金的议案》，同 意公司使用不超过5,000万元的部分闲置募集资金暂时补充流动资金，使用期限自公司董事会审议通过 之日起不超过12个月，到期归还至募集资金专用账户。具体内容详见公司于2024年9月28日披露于巨潮 资讯网（www.cninfo.com.cn）的《关于使用部分闲置募集资金暂时补充流动资金的公告》（公告编 号：2024-072）。 本次使用闲置募集资金暂时补充流动资金将于2025年9月26日到期。截至2025年9月8日，公司已将上述 用于暂时补充流动资金的募集资金全部提前归还至募集资金专项账户，使用期限未超过十二个月。公司 已将 ...

Group 1 - The company, Zhiwei Intelligent, announced that as of September 8, 2025, it has fully repaid all funds raised for temporarily supplementing working capital back to the special account for raised funds [2] - The usage period for these funds did not exceed twelve months [2]

深圳市智微智能科技股份有限公司（以下简称"公司"）于 2024 年 9 月 27 日召 开第二届董事会第十一次会议和第二届监事会第九次会议审议通过了《关于使用部 分闲置募集资金暂时补充流动资金的议案》，同意公司使用不超过 5,000 万元的部分 闲置募集资金暂时补充流动资金，使用期限自公司董事会审议通过之日起不超过 12 个月，到期归还至募集资金专用账户。具体内容详见公司于 2024 年 9 月 28 日披露 于巨潮资讯网（www.cninfo.com.cn）的《关于使用部分闲置募集资金暂时补充流动 资金的公告》（公告编号：2024-072）。 证券代码：001339 证券简称：智微智能 公告编号：2025-080 深圳市智微智能科技股份有限公司 关于提前归还用于暂时补充流动资金的募集资金的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 本次使用闲置募集资金暂时补充流动资金将于 2025 年 9 月 26 日到期。截至 2025 年 9 月 8 日，公司已将上述用于暂时补充流动资金的募集资金全部提前归还至募集 资金专项账户，使用期限未超过十二个月。公司已 ...

Core Points - The stock price of Zhimi Intelligent has dropped by 5.04% on September 4, reaching 57.13 CNY per share, with a trading volume of 423 million CNY and a turnover rate of 6.01%. The total market capitalization is 14.387 billion CNY. The stock has seen a continuous decline for 7 days, with a cumulative drop of 14.39% during this period [1] - Zhimi Intelligent, established on September 7, 2011, and listed on August 15, 2022, is primarily engaged in the research, production, sales, and services of various electronic devices, including educational, consumer, network equipment, network security, retail, and other products. The revenue composition is as follows: industry terminals 53.57%, ICT infrastructure 15.78%, intelligent computing business 15.31%, others 7.88%, and industrial IoT 7.46% [1] Shareholder Analysis - Among the top ten circulating shareholders of Zhimi Intelligent, a fund under E Fund, specifically E Fund Supply-side Reform Mixed Fund (002910), holds 797,700 shares, unchanged from the previous period, accounting for 1.07% of the circulating shares. The estimated floating loss today is approximately 2.417 million CNY, with a total floating loss of 8.0647 million CNY during the 7-day decline [2] - E Fund Supply-side Reform Mixed Fund (002910) was established on January 25, 2017, with a current scale of 4.056 billion CNY. Year-to-date returns are 14.59%, ranking 4667 out of 8180 in its category; the one-year return is 32.78%, ranking 4192 out of 7978; and since inception, the return is 185.3% [2]

Core Insights - Huawei's HarmonyOS is set to achieve full autonomy by 2025, with over 1.19 billion devices equipped with the system [1] - In the consumer electronics sector, Huawei's smartphone market share in China has reached 25%, with foldable models accounting for 18% [1] - The report identifies five key companies with significant technological advantages and performance elasticity in the HarmonyOS and consumer electronics space [1] Company Summaries 1. Broadcom Integration - Core Positioning: Key supplier of HarmonyOS RF chips [3] - Technological Barriers: First global Wi-Fi 6 IoT chip supporting StarFlash technology, with a domestic substitution rate increasing from 35% to 60% [3] - Market Performance: Net profit in Q1 2025 increased by 910.55%, with HarmonyOS revenue exceeding 30% [3] 2. Chenyi Intelligent - Core Positioning: Leader in HarmonyOS smart interaction hardware [4] - Technological Barriers: Only company in China with full-process R&D capability for HarmonyOS smart remote controls [4] - Market Performance: Q2 2025 shipment volume grew by 210%, with Huawei orders making up 65% [4] 3. Guoguang Electric - Core Positioning: Leader in HarmonyOS acoustic hardware [5] - Technological Barriers: First acoustic module certified by HarmonyOS, integrating AI voice interaction and spatial audio technology [6] - Market Performance: Q1 2025 revenue increased by 42%, with Huawei orders rising to 58% [8] 4. Zhuoyue Technology - Core Positioning: Benchmark for HarmonyOS terminal manufacturing [10] - Technological Barriers: Core manufacturer for Huawei's Mate 70 series, achieving a yield rate of 99.2% [10] - Market Performance: Q2 2025 net profit surged by 1046.17%, with HarmonyOS revenue exceeding 70% [12] 5. Zhiwei Intelligent - Core Positioning: Builder of the HarmonyOS PC ecosystem [14] - Technological Barriers: Developer of the first distributed operating system for X86 architecture based on HarmonyOS [14] - Market Performance: Q1 2025 net profit increased by 979.75%, with a provincial government cloud project exceeding 500 million [16]

Group 1 - The core viewpoint of the article highlights the recognition of Zhang Xinyuan, the Secretary of the Board of Directors of Zhiwei Intelligent Company, who won the 11th Golden Kylin Award for Outstanding Secretary, reflecting her exceptional professional capabilities and contributions to corporate governance and investor relations [1][2] - The Golden Kylin Award has been held for eleven sessions, recognizing over 900 outstanding secretaries, and is regarded as a prestigious award in the industry, focusing on information disclosure quality, investor communication effectiveness, and contributions to corporate governance and ESG [1][2] - The role of a Secretary of the Board is emphasized as a critical link between listed companies and the capital market, serving as a gatekeeper for corporate operations, a strategic advisor for capital, a spokesperson for information disclosure, and an architect for investor relations [1][2] Group 2 - Zhang Xinyuan is recognized as an outstanding representative of her peers, showcasing her excellence in capital communication, compliance governance, and strategic collaboration, which reflects the market's high regard for Zhiwei Intelligent's governance level and value growth [2]