Core Viewpoint - The company, Haixia Innovation, expects a significant increase in net profit attributable to shareholders in 2025, primarily due to the reduction of its holdings in the stock of Fengzhushou, which has positively impacted its financial performance [1][2]. Financial Performance - The company forecasts a net profit attributable to shareholders of between 1 billion to 1.5 billion yuan, representing a year-on-year growth of 1660.56% to 2540.85% [1][2]. - Non-recurring gains and losses are estimated to impact the financial results by approximately 200 million to 300 million yuan, mainly due to the partial divestment of Fengzhushou shares [1][2]. Stock Divestment Strategy - The company plans to reduce its holdings in Fengzhushou by up to 8.3746 million shares, accounting for 2.93% of Fengzhushou's total share capital, through various methods including centralized bidding and block trading [2][4]. - The divestment is part of a strategy to optimize asset structure and improve liquidity and efficiency, which has significantly contributed to the expected profit increase [2][4]. Business Focus - Despite the gains from Fengzhushou, the company emphasizes its commitment to its core business, focusing on the development of smart city initiatives and exploring new growth opportunities to enhance overall competitiveness and drive high-quality development [5].

Group 1: Investor Relations Activities - The company engaged in investor relations activities through online meetings with various investment firms, including Tianfeng Securities and Huatai Securities [2] - The meeting took place on January 27, 2026, with key personnel including the Chairman and General Manager, Mr. Luo Hongpeng, and Vice General Manager, Mr. Wei Zijun [3] Group 2: AI Integration in Smart Home Solutions - The company aims to integrate AI capabilities with cloud terminals, IoT, and digital products to create a comprehensive smart home solution [3] - A new product line, including smart speakers and AI-driven home solutions, was launched in collaboration with partners, showcasing the company's AI application integration capabilities [4] - The smart home solution leverages self-developed intent models and collaborates with major cloud services to enhance voice interaction and semantic understanding [4][5] Group 3: Business Model Transformation - The company is shifting from a hardware sales model to a service-oriented model, focusing on continuous user engagement and value creation [7][9] - Each household is expected to generate over 1,000 yuan annually from basic network and digital rights services, contributing to a stable revenue stream [9] - The new model emphasizes long-term user value and operational sustainability, moving away from one-time hardware sales [9] Group 4: Expansion into Aviation Internet - The company is developing communication solutions for aviation, focusing on integrating ground, air, and satellite networks for seamless connectivity [11] - A strategic partnership with Xinghang Huilian aims to enhance in-flight communication services, allowing passengers to use existing mobile plans [11] - The company plans to extend its digital service offerings to in-flight entertainment, leveraging its extensive digital content resources [12][13]

Core Viewpoint - The company, Bee Assistant (301382.SZ), has disclosed its performance forecast for the fiscal year 2025, expecting a net profit attributable to shareholders ranging from 142 million to 174 million yuan, indicating a year-on-year growth of 6.16% to 30.09% [1] Summary by Categories - **Net Profit Forecast**: The company anticipates a net profit of 142 million to 174 million yuan for 2025, reflecting a growth rate of 6.16% to 30.09% compared to the previous year [1] - **Net Profit Excluding Non-Recurring Items**: The forecasted net profit, excluding non-recurring gains and losses, is expected to be between 140 million and 171 million yuan, with a year-on-year increase of 6.61% to 30.21% [1]

智通财经APP讯，蜂助手(301382.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 1.42亿元至1.74亿元，同比增长6.16%至30.09%;扣除非经常性损益后的净利润1.4亿元至1.71亿元，同比 增长6.61%至30.21%。 ...

南财智讯1月28日电，蜂助手发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为14200 万元—17400万元，同比预增6.16%—30.09%；预计2025年全年归属于上市公司股东的扣除非经常性损 益的净利润为14000万元—17100万元，同比预增6.61%—30.21%。业绩变动原因说明：（1）营收规模 扩张：主要是数字商品综合运营业务板块营收规模上升，叠加云终端产品研发和算力运营板块收入增 加，推动公司整体盈利基数实现提升。（2）销售、管理费用管控优化：增速远低于营收增速，费用效 率提升，利润侵蚀减少。 ...

证券代码：301382 证券简称：蜂助手 公告编号：2026-002 蜂助手股份有限公司 2025年度业绩预告 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。 一、本期业绩预计情况 以区间数进行业绩预告 单位：万元 项目 本报告期 上年同期 归属于上市 公司股东的 净利润 14,200 ～ 17,400 13,375.67 比上年同期增长 6.16% ～ 30.09% 扣除非经常 性损益后的 净利润 14,000 ～ 17,100 13,132.26 比上年同期增长 6.61% ～ 30.21% 营业收入 190,000 ～ 230,000 153,864.98 二、与会计师事务所沟通情况 公司已就业绩预告有关事项与会计师事务所进行了预沟通，公司与会计师事务所在业 绩预告方面不存在分歧，本次业绩预告未经注册会计师审计。 三、业绩变动原因说明 （1）营收规模扩张：主要是数字商品综合运营业务板块营收规模上升，叠加云终端 产品研发和算力运营板块收入增加，推动公司整体盈利基数实现提升。 （2）销售、管理费用管控优化：增速远低于营收增速，费用效率提升，利润侵蚀减 少。 ...

Summary of the Conference Call Company Overview - The conference call discusses the performance and strategies of Fengzhushou Company, which operates in the AI application integration sector, focusing on smart home solutions and IoT services [2][4]. Key Industry Insights - The macroeconomic downturn has led to lower returns from traditional investment channels, making high-dividend, high-growth, and reasonably valued companies in the stock market attractive investment opportunities [2][3]. - The Chinese capital market is experiencing a rare slow bull market, coinciding with a significant technological transformation driven by AI advancements [3]. - The decline in risk-free returns, such as trust product yields dropping from over 15% to 2.5% and 10-year government bond yields below 2%, has made equities more appealing [3]. Core Business Strategies - Fengzhushou's AI application integration products primarily target home scenarios, combining digital goods, IoT, and cloud terminal capabilities to offer a comprehensive smart service experience [2][5]. - The company has established partnerships with custom home companies like Haolaike to penetrate the home market, moving away from traditional hardware sales to a service-oriented model [2][7]. - The integration of AI capabilities with IoT and cloud technologies allows for personalized design and enhanced user interaction through smart devices [4][8]. Financial Performance - In 2025, Fengzhushou reported strong growth across all business segments, setting a solid foundation for further R&D and new product launches in 2026 [5][18]. - The company anticipates significant growth in its smart home solutions, with a focus on expanding its service offerings through a membership model [5][6]. Product Differentiation - The AI fusion gateway distinguishes itself from traditional gateways by offering multiple integrated services, including internet access, video, and audio, under a membership service model [6][7]. - The company plans to enhance its product ecosystem by integrating various smart home devices and services, ensuring seamless connectivity and user experience [10][12]. Future Development Plans - Fengzhushou aims to expand its AI capabilities into various consumer electronics, including toys and smart speakers, while deepening its membership service model [9][18]. - The company is also exploring opportunities in the aviation internet sector, planning to deploy communication bases on civil aircraft to improve user connectivity [15][16]. Market Penetration and Collaboration - The company is leveraging partnerships with distributors like Haotaitai and Haolaike to promote its products through existing sales channels, with plans to expand online sales by late 2026 [11][12]. - Fengzhushou is developing a proprietary communication protocol to ensure compatibility and stability among smart home devices, enhancing the overall user experience [13][14]. Conclusion - Fengzhushou is well-positioned to capitalize on the growing demand for AI-integrated smart home solutions and the expanding aviation internet market, with a focus on innovation, strategic partnerships, and a service-oriented business model [18].

Market Overview - The communication services sector declined by 0.54% on January 27, with the stock "二六三" leading the decline [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - "三维通信" saw a significant increase of 10.00%, closing at 15.73, with a trading volume of 1.1458 million shares [1] - "世纪恒通" and "奧飞致居" also experienced gains of 6.05% and 4.61%, respectively, with closing prices of 40.82 and 23.59 [1] - Conversely, "二六三" dropped by 4.97%, closing at 6.50, with a trading volume of 1.774 million shares [2] Capital Flow - The communication services sector experienced a net inflow of 115 million yuan from institutional investors, while retail investors saw a net outflow of 229 million yuan [2] - "三维通信" attracted the highest net inflow from institutional investors at 704 million yuan, representing 39.33% of its trading volume [3] - "世纪恒通" and "润建股份" also had notable net inflows of 57.24 million yuan and 53.37 million yuan, respectively [3]

本报讯(记者李昱丞)近日，蜂助手（301382）股份有限公司(以下简称"蜂助手")在深交所互动易平台上 表示，2026年，公司在AI应用方面的布局已全面展开，且在部分业务领域实现了重要进展。 在AI云手机方面，基于成熟的云终端技术，公司已完成豆包等模型与云端OS平台的适配与融合测试， 逐步构建起能够服务多种云端生态的AI云手机能力，从而提升其市场竞争力和应用多样化，商业化进 程将依据客户实际需求稳步推进。 同时，蜂助手正积极规划生活服务智能体，涵盖音视频内容、点餐、快递等服务，并在大模型领域致力 于AI能力平台的研发，通过基于Qwen基座模型的全参微调，构建了精准意图识别模型，已训练50多个 意图分类，并整合了ASR、TTS、声纹识别等能力，覆盖生活类以及智能家居控制等垂直类意图，后续 还将根据应用场景的扩展，不断丰富意图种类，以支持更高准确性场景的应用需求。 此外，蜂助手明确将商业航天作为未来第四条业务增长曲线进行布局。公司的规划是创新采用空中基站 与卫星、地面通信网络直接连接的模式，构建客舱与地面互联互通的网络能力，联合运营商、航司及其 他合作伙伴，并围绕此场景开发客舱娱乐、商务办公及"云+AI"应用等服 ...

Group 1 - The communication services sector increased by 0.33% on January 23, with Sanwei Communication leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] - Key stocks in the communication services sector showed significant price increases, with Sanwei Communication rising by 7.85% to a closing price of 15.39 [1] Group 2 - Major stocks in the communication services sector experienced varied performance, with some stocks like Guoan Co. and ST Tongmai showing declines of 2.69% and 2.52% respectively [2] - The overall net capital flow in the communication services sector indicated a net outflow of 489 million yuan from institutional investors, while retail investors saw a net inflow of 666 million yuan [2][3] - Specific stocks such as China Unicom and Puhua Technology had notable net inflows and outflows, reflecting diverse investor sentiment [3]