证券代码：001339 证券简称：智微智能 公告编号：2025-076 深圳市智微智能科技股份有限公司 本公司副总经理涂友冬先生、翟荣宣先生和董事会秘书张新媛女士保证向本公司提供 的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 截至本公告日，副总经理涂友冬先生、翟荣宣先生和董事会秘书张新媛女士合计 持有本公司股份 188,750 股，约占公司总股本比例 0.0750%，计划在本公告披露之日 起十五个交易日后的三个月内（即 2025 年 8 月 28 日至 2025 年 11 月 27 日）拟以集 中竞价交易方式减持本公司股份合计不超过 47,000 股，约占本公司总股本比例 深圳市智微智能科技股份有限公司（以下简称"本公司"或"公司"）于近日收到 副总经理涂友冬先生、翟荣宣先生和董事会秘书张新媛女士出具的《关于股份减持计 划的告知函》，现将告知函具体内容公告如下： 一、股东基本情况 | 序号 | 股东名称 | 任职情况 | 持股数量 | | 占公司总股本比例 | | --- | --- | --- | --- | ...

Group 1 - The revenue composition of Zhiwei Intelligent for the first half of 2025 is as follows: Industry terminals account for 53.57%, ICT infrastructure for 15.78%, intelligent computing business for 15.31%, others for 7.88%, and industrial IoT for 7.46% [1] Group 2 - Zhiwei Intelligent announced that as of the date of the announcement, the vice president and board secretary collectively hold approximately 190,000 shares, representing about 0.075% of the total share capital [3] - The company plans to reduce its shareholding by a maximum of approximately 47,000 shares, which is about 0.0187% of the total share capital, through centralized bidding within three months starting from August 28, 2025 [3]

格隆汇8月5日丨智微智能(001339.SZ)公布，截至本公告日，副总经理涂友冬先生、翟荣宣先生和董事 会秘书张新媛女士合计持有本公司股份18.88万股，约占公司总股本比例0.0750%，计划在本公告披露之 日起十五个交易日后的三个月内（即2025年8月28日至2025年11月27日）拟以集中竞价交易方式减持本 公司股份合计不超过4.7万股，约占本公司总股本比例0.0187%。 ...

关于公司部分高级管理人员减持预披露的公告 本公司副总经理涂友冬先生、翟荣宣先生和董事会秘书张新媛女士保证向本公司提供 的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 截至本公告日，副总经理涂友冬先生、翟荣宣先生和董事会秘书张新媛女士合计 持有本公司股份 188,750 股，约占公司总股本比例 0.0750%，计划在本公告披露之日 起十五个交易日后的三个月内（即 2025 年 8 月 28 日至 2025 年 11 月 27 日）拟以集 中竞价交易方式减持本公司股份合计不超过 47,000 股，约占本公司总股本比例 0.0187%。 证券代码：001339 证券简称：智微智能 公告编号：2025-076 深圳市智微智能科技股份有限公司 深圳市智微智能科技股份有限公司（以下简称"本公司"或"公司"）于近日收到 副总经理涂友冬先生、翟荣宣先生和董事会秘书张新媛女士出具的《关于股份减持计 划的告知函》，现将告知函具体内容公告如下： 注：截至本公告披露日，公司总股本为 251,707,896 股。 二、本减持计划的主要内容 ...

Group 1 - The company Zhimi Intelligent (001339) announced on August 5 that its Vice President Tu Youdong, Zhai Rongxuan, and Board Secretary Zhang Xinyuan plan to reduce their holdings in the company through centralized bidding transactions [1] - The total number of shares to be reduced is no more than 47,000 shares, which accounts for approximately 0.0187% of the company's total share capital [1]

Core Viewpoint - The company announced that three executives plan to reduce their holdings in the company through a centralized bidding process between August 28, 2025, and November 27, 2025, involving a total of up to 47,000 shares, which represents 0.0187% of the total share capital [1] Summary by Relevant Sections - **Executive Holdings** - Vice General Manager Tu Youdong holds 60,000 shares - Executive Zhai Rongxuan holds 48,750 shares - Secretary Zhang Xinyuan holds 80,000 shares - The total holdings of these three executives amount to 188,750 shares, representing 0.0750% of the total share capital [1] - **Planned Share Reduction** - The three executives plan to reduce their holdings as follows: - Tu Youdong: 15,000 shares - Zhai Rongxuan: 12,000 shares - Zhang Xinyuan: 20,000 shares - The total planned reduction is 47,000 shares, which is 0.0187% of the total share capital [1]

Summary of Key Points Core Viewpoint - As of August 5, 95 companies have released their semi-annual reports for 2025, with 63 reporting year-on-year profit growth and 60 reporting revenue growth. Notably, 51 companies experienced simultaneous growth in both profit and revenue, while 23 companies saw declines in both metrics. The company with the highest profit growth was Zhimin Da, with an increase of 2147.93% [1]. Group 1: Company Performance - Zhimin Da reported a net profit of 38.298 million yuan, with a year-on-year increase of 2147.93% and revenue of 294.7564 million yuan, up 84.83% [1]. - Shijia Guangzi achieved a net profit of 216.6475 million yuan, with a year-on-year increase of 1712.00% and revenue of 992.6253 million yuan, up 121.12% [1]. - Tongzhou Electronics reported a net profit of 203.0714 million yuan, with a year-on-year increase of 662.77% and revenue of 539.7695 million yuan, up 606.52% [1]. - Daodaquan reported a net profit of 180.9760 million yuan, with a year-on-year increase of 563.15% and revenue of 2792.4396 million yuan, up 1.16% [1]. - Huakang Clean reported a net profit of 18.6830 million yuan, with a year-on-year increase of 273.48% and revenue of 83.49115 million yuan, up 50.73% [1]. Group 2: Revenue and Profit Trends - 32 companies reported a year-on-year decline in net profit, while 35 companies reported a decline in revenue [1]. - Among the companies with significant profit growth, 15 companies had their profit growth double compared to the previous year [1]. - The overall trend indicates a mixed performance across the companies, with a notable number achieving substantial growth in both revenue and profit, while others faced declines [1].

Core Viewpoint - The company, Zhimi Intelligent, has significantly improved its operating performance due to the recovery of the PC industry and strong growth in its intelligent computing business, achieving substantial revenue and profit increases in the first half of 2025 [2][4]. Financial Performance - In the first half of 2025, Zhimi Intelligent reported revenue of 1.947 billion yuan, a year-on-year increase of 15.29%, and a net profit of 102 million yuan, up 80.08% [4][5]. - The company's net profit attributable to shareholders was 87.7163 million yuan, reflecting a growth of 77.18% after excluding non-recurring gains and losses [4][5]. - Basic earnings per share reached 0.41 yuan, an increase of 78.26% compared to the previous year [4]. Business Segments - The intelligent computing business generated revenue of 298 million yuan in the first half of 2025, marking a remarkable year-on-year growth of 146.37%, and accounted for 15.31% of total revenue [3][7]. - The traditional business segments, including industry terminals, ICT infrastructure, and industrial IoT, reported revenues of 1.043 billion yuan, 307 million yuan, and 145 million yuan, respectively, with year-on-year changes of 0.5%, 2.1%, and 125.38% [6][7]. Research and Development - Zhimi Intelligent invested 90.955 million yuan in R&D in the first half of 2025, representing 4.67% of its revenue, with a focus on new technologies, products, and performance optimization [2][7]. - The company holds a total of 772 valid patents, including 58 invention patents, 593 utility model patents, and 121 design patents, along with 245 software copyrights [7].

Core Viewpoint - The recent financial report of Zhimi Intelligent (001339) shows significant growth in revenue and net profit for the first half of 2025, indicating improved profitability and operational efficiency [1]. Financial Performance - Total revenue for the first half of 2025 reached 1.947 billion yuan, a year-on-year increase of 15.29% [1]. - Net profit attributable to shareholders was 102 million yuan, up 80.08% year-on-year [1]. - In Q2 2025, total revenue was 1.095 billion yuan, reflecting a 12.31% increase compared to the same quarter last year [1]. - Q2 net profit was 59.595 million yuan, showing a 36.7% year-on-year growth [1]. - Gross margin improved to 24.4%, an increase of 28.0% year-on-year, while net margin rose to 9.31%, up 52.82% year-on-year [1]. Key Financial Ratios - The company reported a gross margin of 24.4% and a net margin of 9.31% for the reporting period [1]. - Total expenses (sales, management, and financial) amounted to 127 million yuan, accounting for 6.51% of revenue, which is a 17.19% increase year-on-year [1]. - Earnings per share (EPS) increased to 0.41 yuan, a rise of 78.26% year-on-year [1]. Cash Flow and Assets - Cash and cash equivalents increased by 15.08% due to higher customer payments [2]. - Accounts receivable decreased by 34.56%, attributed to increased customer payments [2]. - The company’s monetary assets are reported to be healthy, with cash assets covering current liabilities at 95.61% [4]. Business Segments - The company’s revenue breakdown for 2024 indicates that the terminal business accounts for 64.38% of total revenue, while ICT infrastructure contributes 15.65% [6]. - The industrial IoT segment represents 3.75% of revenue, and the intelligent computing business accounts for 7.46% [6]. Investment Interest - Several funds have recently increased their holdings in Zhimi Intelligent, indicating growing investor interest [5].

Core Viewpoint - The financial performance of Zhimi Intelligent (智微智能) for the first half of 2025 shows significant growth in revenue and net profit, indicating improved profitability and operational efficiency [1][3]. Financial Performance Summary - Total revenue for the first half of 2025 reached 1.947 billion yuan, a year-on-year increase of 15.29% compared to 1.689 billion yuan in 2024 [1]. - Net profit attributable to shareholders was 102 million yuan, up 80.08% from 56.48 million yuan in the previous year [1]. - The gross profit margin improved to 24.4%, reflecting a 28% increase year-on-year, while the net profit margin rose to 9.31%, a 52.82% increase [1]. - Operating cash flow per share decreased by 45.49% to 1.05 yuan, while earnings per share increased by 78.26% to 0.41 yuan [1]. Key Financial Metrics - The company reported a total of 1.27 billion yuan in combined selling, administrative, and financial expenses, accounting for 6.51% of revenue, which is a 17.19% increase year-on-year [1]. - The company's cash and cash equivalents increased by 31.59% to 1.701 billion yuan, attributed to increased customer payments [3]. - Accounts receivable decreased by 34.56% to 496 million yuan, indicating improved cash collection [3]. Business Segment Performance - The industry terminal business generated 2.597 billion yuan in revenue, accounting for 64.38% of total revenue in 2024 [6]. - The ICT infrastructure business contributed 631 million yuan, representing 15.65% of total revenue [6]. - The industrial IoT segment, which includes products like robot controllers and industrial computers, generated 151 million yuan, accounting for 3.75% of total revenue [8]. Investment and Market Position - The company has seen new investments from several funds, indicating growing interest in its stock [5]. - Analysts project the company's performance for 2025 to reach 300 million yuan in net profit, with an average earnings per share estimate of 1.2 yuan [4].