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֤СϷʱ / Ͻ ӳε/ 2023630һ࣬ɣϾƼɷ˾¼ơɣƼѯΪƵ豸̣ɣƼODMƷƵľӪģʽڱѯƷ»ʱɣƼʾȫҪгҵеӰ죬ƷƲƷʱԵ» ˷УɣƼ⡣һ棬ɣƼڴҵУӪҵ뼰2023ָ⣬ɣƼΪODṂһͻ۵ĴƵƷϵÿͻзͻƸòƷϵͻŶƼ졣һ棬ɣƼëʸڿɱȹ˾ֵǰԱƵҵϵ乩Ӧ̣ǰԱŽƵһҵΪɣƼṩ ֮⣬ɣƼļװԷӳʣSMTߵIJʷӳۣ2023SMTߵIJʲɣһʾܻϵһ2ϡ һҵһҵָԳͻзƷ ˷УɣƼݽ걨ʾɣƼƷ̺ҪϵODMģʽУʾͻTonies GmbHз˴ƵƷ̻ͯTonieBoxϵòƷODM̡Tonies GmbHϢʾòƷϵ¹ܲŶƼ졣 1.1 ҵ2023ҵ˫ҵƾ߱ɳ ݺɣƼǩΪ2024923յй˵飨¼ơǩ2024923յй顱ɣƼ֤ȯҵС ǩ2024923յй鼰ǩΪ20231225յй˵飨¼ơǩ20231225յй顱2020-2023꼰20241-6£ɣƼӪҵֱΪ7.97Ԫ10.19Ԫ13.86Ԫ10.31Ԫ6.79Ԫ2021-2023ֱͬ27.82%36.08%-25.6% 2020-2023꼰20241-6£ɣƼľֱΪ0.64Ԫ1.05Ԫ1.88Ԫ1.36Ԫ1.12Ԫ2021-2023ֱͬ63.62%79.22%-27.55%
ɣƼڴҵУ2023꺺ɣƼӪҵ뼰˫˫֡ ԴˣɣƼʾ2020-2023꼴4꣬ɣƼӪҵ;ʷֱԼΪ9.12%28.55%20241-6£ɣƼӪҵͬ20%ɣƼҵԱ̬ƣ߱ǿijɳԡ 1.2 ɣƼƷ̺ODMҵģʽУ䴴ƵƷ볬ųԿͻTonies GmbH ǩ2024923յй飬ɣƼҪΪƷṩƵƵȲƷзơһ廯ȫҵ֪ƷODMҵģʽк ⣬ɣƼҪƷƵƷƵAIoTܲƷ¼ơƵƷԼƷ2023꣬ƵƷƵƷռӪҵıֱΪ49.45%43.7% ֵһǣµļչ˳£ҵյƵ似Ʒ¿ضȺʹóƵƷʴƵƷӦ˶ɣƼĴƵƷܻ̻羺ϵͳȡ ݳΪ2024110յ״ιйƱڴҵļѯĻظ¼ơѯظͨ£ɣƼΪODṂΪͻṩƷƿͽȫODM̡ Tonies GmbHǺɣƼĴƵƷҪͻ2020-2022꼰20231-6£ɣƼTonies GmbH۴ƵƷֱΪ3.21Ԫ2.92Ԫ4.72Ԫ2.77ԪռͬڴƵƷıֱΪ98.02%96.25%89.64%94.59% ɣƼϵƵƷODṂ2023䴴ƵƷռΪijɡɣƼĴƵƷҪTonies GmbHס 1.3 ɣƼTonies GmbHзTonieBoxϵòƷODM ѯظΪ2024726յ״ιйƱڴҵļĵڶѯĻظ¼ơѯظɣƼTonies GmbH۵IJƷҪΪ̻ͯToniebox 2013꣬Tonies GmbHڵ¹ʱĿǴһʺ϶̵ͯƵ豸Tonies GmbHȷƵӲ+ƶͨýвŵIJƷƷΪһĴƹ˾Tonies GmbHʱ߱ӲҪѰⲿӦ̵Э2014꣬¹ͻܣɣƼTonies GmbHϵ2015꣬ɣƼTonies GmbHɹ˵һƷToniebox̻ƷTonieBoxͶгܺͻ˵¹ίԱ䷢2016ƽ ҺɣƼʾTonies GmbHĺУɣƼϵTonieboxƷODMTonies GmbHʼƷɹƳTonieboxϵвƷڴƵƷɣƼڡ++ӲķչƣзTonieboxȴ²Ʒ ǩ2024923յйУɣƼƣΪͻƵTonieBox̻ܽȴ²Ʒȫþɹ ҪָǣODMָOriginal Design ManufacturerΪԭʼ̡ODM ģʽ£ίзƷ̸вƷзƺ졣 ϲѿɣƼͻзToniebox 1.4 ͻTonies GmbHTonieboxƺʹ죬TonieboxƽΪTonies GmbH Tonies GmbHϢѯ122գTonieboxϵTonies GmbHŶƺʹ죬йϾװ
ݵ¹ƽվĹϢ2016꣬TonieboxúƽIJƷƽΪTonies GmbH
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2.5 ʵҵϵ繤̹Ӧ̣ҵȴͶ豸ɹĿ ѯظǺɣƼʵ2013ӺɣƼְһֱ繤ع 2020-2022꼰20231-6£ɣƼ֮żƵĹ˾ϾٵӿƼ˾¼ơϾ١ϾġϾIJɹ繤̣ͬ3ҵɹϼƷֱΪ 6.57 Ԫ49.01 Ԫ179.1Ԫ 4.41 ԪУ2022ɹϸߣԭϵ꺺ɣƼԳװޣԼ硢Žʩӡ簲װ깤ճӪάIJɹϵ͡ ⣬ɣƼʾ2020-2022꼰20231-6ڼ䣬ʵʿʽ130Ԫڹظδ黹 ԴˣɣƼʾɣƼϵͨѯ۵ķʽѡ繤̹Ӧ̣ԺɣƼۼ۸Ϊг۸ɣƼƵĹ˾֮Ľ۸ʣɣƼʵʿϵЭйʽת뺺ɣƼҵأͨ˽µҪӦ̽ۼ۸Ρ ڴ˱£Ͼٻμ豸ɹĿͶꡣ 20231124գԴſѧоԺ˾202311ѵ¥豸òɹʾϾϵĿijɽӦ̡ Ҳ˵ڣɣƼëԸڿɱȹ˾ֵԴˣɣƼͣϵƷгλ߶ˣƷԽϸ¡ɣƼŽǰԱƵҵɹϾϾ˼ϵǰԱŽƵҵֱǺɣƼ̡Эӹ̡ Уڼ䣬Ͼ˼2021-2023籣2ˣͬۼƳ9,00Ԫɹɲ˾걨20249£Ͼ˼Ӫҵִնʧɴϡ⣬ɣƼʵƵϾٵҵϵ繤̹Ӧ̣Ͼȴ豸ɹĿͶ꣬˷ѽ⡣ δͷļܻϵһ ļʽͷӦй˾ƥ䡣ɣƼ2023ʲȴļܻϵһ2ϡ 3.1 װԷӳʣSMTߵIJʷӳ ݺɣƼǩΪ2024923յй˵飨¼ơǩ2024923յй顱ɣƼҪƷΪƵƷƵAIoTܲƷԼƷ2023꣬ɣƼĸƵƷƵAIoTܲƷռӪҵֱΪ49.45%43.7% ¶ҪƷʱɣƼʾɣƼƷװȫ淴ӳǵɣƼ߱SMTߣSMT߾п۵ƲܣƬλʵݣSMTߵIJʷӳԸΪۡȷ 3.2 йδ¶װSMT2023IJij ݣ2021-2023꼰20241-6£ɣƼƬλֱܷΪ12.13Ƭλ15.46Ƭλ15.46Ƭλ7.73ƬλʵƬλֱΪ8.23Ƭλ11.98Ƭλ7.21Ƭλ6.76ƬλʷֱΪ67.83%77.51%46.65%87.47% ҪƷƵƷƵAIoTܲƷǩ2024923յйֻ¶ Ҳ˵ǩ2024923յйδ¶Ʒװܣֻ¶SMTߵIJʡ꣬ɣƼSMT߲δ˳ɣ2023ʽijɡ ڴ£ɣƼļ 3.3 ļͶĿϼļ5.27ԪϵҪƷ ǩ2024923յй飬ɣƼιļ10.02ԪֱͶ롰߶ƵƷ150̨Ŀ¼ơ߶ƵĿǻƵƷĿ¼ơǻƵĿǻƵAIoT¼²Ʒƽ̨зĿʽ𡱡 У߶ƵĿͶʶʹļʽΪ2ԪصΪʡϾнƽ8ţʵʩΪɣƼĿ½ظʩװðװ豸߶ƵƷģ ǻƵĿͶʶʹļʽΪ3.27ԪصΪصΪϾۺϱ˰ھ·γ·ԱԶĺűϣʵʩΪɣƼĿԽأӿ AIoTشƵƷҵؽ̣ߴƵAIoTܲƷǻ(601519)ƵƷģҵģ ɼ˷УɣƼļͶĿ߶ƵĿǻƵĿϼͶļʽ5.27Ԫֱ漰߶ƵƷƵAIoTܲƷIJܡ 3.4 ѯظгƲʽϸļͶĿڱҪ ѯظҪɣƼϺɣƼвܡֶͻص˵ļͶܵʩ ѯظУɣƼʾɣƼȡģʽҲƷͷḻʽϸߣҵһŵļͶĿĽںԼҪԡ ɣƼ߲ʽϸߵһ棬SMT߲ܿ۷ӳܣɣƼ2023SMTߵIJʲɡ 3.5 ĿϢ¶ܣҪƷ20232 Ͼн¶Ϣ2023620գɣƼġ߶ƵƷ150̨ĿĿصΪʡϾнƽ8ţͶʶΪ2ԪĿɺγ߶ƵƷ150̨/ꡣ 102023630գɣƼġǻƵƷĿĿصΪÿԴ68Ͼۺϱ˰ھ·γ·ԱԶĺűϡĿɺγǻƵƷ309̨/ꡣ
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