Group 1 - Daying Electronics reported current revenue from its unmanned robot business [1] - Hitec Bio is planning to issue B shares and list on the Hong Kong Stock Exchange [1] - Huangshan Tourism is investing approximately 133 million yuan in the upgrade of the Huangshan Tai Ping cable car electrical system [1] Group 2 - Huatai Technology signed a daily operation contract worth 328 million yuan [1] - Tonghuashun expects a net profit growth of 50%-80% year-on-year for 2025 [1] - Batian Co. anticipates a net profit growth of 117.53%-139.53% for 2025 [1] Group 3 - Aibo Medical plans to acquire at least 51% of the equity of Demei Medical [1] - Kangxin New Materials intends to acquire 51% equity of Yubang Semiconductor for 392 million yuan [1] - Platinum New Materials plans to acquire 20% equity of Xingan Technology for 20 million yuan [1] Group 4 - Hengtong Co. plans to repurchase shares with an investment of 80 million to 100 million yuan [2] - Huicheng Environmental Protection's controlling shareholder intends to increase holdings of 25 million to 50 million yuan in company shares [2] - Blue Universe plans to reduce holdings by no more than 3% of shares [2]

Group 1 - Liou Co., Ltd. announced that its stock price fluctuations have been investigated, confirming normal operations and no undisclosed significant information [1] - Tongfu Microelectronics expects a net profit of 1.1 billion to 1.35 billion yuan for 2025, representing a year-on-year growth of 62.34% to 99.24% [17][18] Group 2 - Zhongtung High-tech reported an increase of 91,700 tons in tungsten metal resources, which will not directly impact its current operations or financial situation [2] - Aibo Medical plans to acquire at least 51% of Demai Medical to gain control, aiming to cultivate new profit growth points in the sports medicine sector [2] Group 3 - Zhaojin Gold confirmed normal operations and no undisclosed significant matters after its stock price experienced abnormal fluctuations [3] - Riying Electronics stated that it has no revenue from humanoid robot-related businesses and emphasized the need for rational investment decisions [4] Group 4 - Yifan Transmission intends to purchase 87.07% of Beijing Helishi Electric Technology Co., Ltd., which is expected to constitute a major asset restructuring [5] - China Merchants Industry plans to build four 3000TEU traditional fuel container ships with a total investment of no more than 1.324 billion yuan [6] Group 5 - Jiangtian Chemical plans to invest 49.8 million yuan in a project to produce 60,000 tons of acrylic acid annually [7] - *ST Xinyan has received approval to lift its delisting risk warning after completing its restructuring plan [7] Group 6 - Kangxin New Materials intends to acquire 51% of Wuxi Yubang Semiconductor for 392 million yuan, marking its expansion into the semiconductor field [8] - Guoshun Quantum signed a technology implementation license contract with the University of Science and Technology of China [8] Group 7 - Zhenyu Technology reported a significant increase in orders from the robotics sector for Q4 2025, although these orders represent a small portion of its overall revenue [9] - Yongxing Materials announced that its lithium extraction project has reached full production capacity [9] Group 8 - Nanjing Julong plans to invest 110 million yuan in a production line for modified plastics with an annual capacity of 60,000 tons [9] - Guodian Nanzi signed a strategic cooperation agreement with Huawei to establish an AI technology innovation center [10][11] Group 9 - He Sheng New Materials plans to sell idle factory assets for no less than 80 million yuan [13] - He Sheng New Materials expects a net profit increase of 55% to 75% for 2025, driven by improved supply chain management [14] Group 10 - Kangda New Materials forecasts a net profit of 125 million to 135 million yuan for 2025, marking a turnaround from a loss in the previous year [15] - Yanjing Beer anticipates a net profit increase of 50% to 65% for 2025, supported by its large product strategy [16] Group 11 - Jinfang Energy expects a net profit of 109 million to 143 million yuan for 2025, reflecting a year-on-year growth of 123.97% to 193.7% [19] - Yandong Microelectronics predicts a net loss of 340 million to 425 million yuan for 2025 due to market changes and increased R&D costs [20] Group 12 - Taishan Petroleum forecasts a net profit increase of 30.88% to 66.11% for 2025, benefiting from reduced expenses [21] - Huayuan Holdings expects a net profit increase of 50.98% to 66.82% for 2025, driven by lower raw material prices [22] Group 13 - Huajin Co. anticipates a net loss of 1.6 billion to 1.9 billion yuan for 2025, although the loss is expected to be less than the previous year [23] - Zhongyuan Neipei expects a net profit increase of 80.47% to 109.9% for 2025, supported by steady growth in core business [24] Group 14 - Dongfang Tower expects a net profit of 1.08 billion to 1.27 billion yuan for 2025, reflecting a year-on-year growth of 91.4% to 125.07% [34] - Dali Long anticipates a net profit increase of 51.88% to 86.27% for 2025, driven by market expansion and operational efficiency [35] Group 15 - Hikvision reported a net profit increase of 18.46% for 2025, with total revenue reaching 925.18 billion yuan [44] - Zhongfu Industrial expects a net profit increase of 120.27% to 141.59% for 2025, primarily due to lower costs in the electrolytic aluminum business [45]

重要内容提示： 证券代码：603286 证券简称：日盈电子 公告编号：2026-003 江苏日盈电子股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 江苏日盈电子股份有限公司（以下简称"公司"）股票于2026年1月16 日、1月19日、1月20日连续3个交易日内收盘价格涨幅偏离值累计超过20%，根据 《上海证券交易所交易规则》的有关规定，属于股票交易异常波动。 股价累计涨幅较大的风险：公司股价短期波动幅度较大，已明显偏离市 场走势，存在较高的炒作风险，目前公司股价已严重偏离上市公司基本面，未来 存在快速下跌的风险。公司股票于2026年1月16日、1月19日、1月20日连续3个交 易日内收盘价格涨幅偏离值累计超过20%。公司股票自2025年12月1日以来，累计 涨幅达60.79%，同期申万汽车零部件指数累计涨幅达14.00%，同期上证指数累计 上涨5.10%。公司股票短期涨幅严重高于同期行业涨幅及上证指数涨幅，存在市 场情绪过热的情形，但公司基本面没有重大变化。敬请广大投资者注意投资风险。 20 ...

Core Viewpoint - The company announced that its stock experienced an abnormal fluctuation with a cumulative closing price deviation exceeding 20% over three consecutive trading days in January 2026, indicating potential volatility in its stock performance [1] Group 1: Stock Performance - The company's stock price increased by 60.79% in the short term, significantly higher than the industry and index growth [1] - The stock's TTM price-to-earnings ratio is reported at -577 times, which is considerably higher than the industry average [1] Group 2: Financial Outlook - The company anticipates a net profit loss ranging from 33 million to 49 million yuan for the year 2025 [1] - The company has reported no revenue from its electronic skin products and no income from its humanoid robot-related business [1] Group 3: Risk Disclosure - The company has conducted a self-examination and confirmed that its production and operations are normal, with no undisclosed significant information [1] - The company has issued multiple risk warnings, advising investors to make rational decisions [1]

Market Overview - The automotive parts sector experienced a decline of 0.6% on January 20, with Superjet Co. leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable gainers in the automotive parts sector included: - Tieliu Co. (603926) with a closing price of 22.21, up 10.00% and a trading volume of 143,900 shares, totaling 312 million yuan [1] - Shanzi Gaoke (000981) closed at 5.42, up 6.69% with a trading volume of 15,167,200 shares [1] - Riying Electronics (603286) closed at 81.81, up 5.78% with a trading volume of 147,600 shares [1] - Other significant gainers included ST Bailing (002592), Dongli Xinke (600841), and Shanghai Yanpu (605128) with respective increases of 5.01%, 4.96%, and 4.56% [1] Capital Flow - The automotive parts sector saw a net outflow of 3.849 billion yuan from institutional investors, while retail investors contributed a net inflow of 3.251 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Key stocks with significant capital flow included: - Shanzi Gaoke (000981) with a net inflow of 444 million yuan from retail investors, but a net outflow of 171 million yuan from institutional investors [3] - Top Group (601689) had a net inflow of 136 million yuan from retail investors, despite a net outflow of 242 million yuan from institutional investors [3] - Huamao Technology (603306) saw a net inflow of 87.447 million yuan from institutional investors, while retail investors experienced a net outflow of 95.046 million yuan [3]

Core Viewpoint - The company, 日盈电子, forecasts a significant net loss for the year 2025, transitioning from profit in the previous year due to various operational challenges [2] Financial Performance Summary - For the year 2025, the company expects a net profit attributable to shareholders of the parent company to be between -49 million to -33 million yuan, indicating a shift from profit to loss compared to the previous year [2] - The expected net profit after deducting non-recurring gains and losses is projected to be between -57 million to -41 million yuan [2] - In contrast, the company's financial performance for 2024 showed a total profit of 17.59 million yuan, with a net profit attributable to shareholders of 11.23 million yuan and a net profit of 2.58 million yuan after deducting non-recurring items, resulting in an earnings per share of 0.10 yuan [2] Reasons for Expected Loss - The anticipated loss for 2025 is primarily attributed to intensified industry competition, pricing pressure from clients, and the initial capacity ramp-up of new production facilities, which has not yet realized scale effects [2] - The company's gross margin from core business operations has declined during the reporting period [2] - Additionally, the overall profitability has decreased year-on-year due to increased fixed asset depreciation, share-based payment amortization, and a sustained increase in research and development investments [2]

Core Viewpoint - The company, Jiangsu Riying Electronics Co., Ltd., anticipates a significant loss for the fiscal year 2025, with projected net profits ranging from -49 million to -33 million yuan, indicating a downturn compared to the previous year [2][3]. Performance Forecast - The company expects a net profit attributable to the parent company for 2025 to be between -49 million and -33 million yuan, reflecting a loss compared to the previous year's profit [2]. - The projected net profit, excluding non-recurring gains and losses, is estimated to be between -57 million and -41 million yuan for the same period [3]. Previous Year Performance - In the fiscal year 2024, the total profit was approximately 17.59 million yuan, with a net profit attributable to the parent company of about 11.24 million yuan [3]. - The net profit, after excluding non-recurring gains and losses for 2024, was around 2.58 million yuan [3]. - The earnings per share for the previous year were reported at 0.10 yuan [4]. Reasons for Expected Loss - The anticipated loss is primarily attributed to intensified industry competition, pricing pressures from clients, and the initial ramp-up of production capacity at new facilities, which has not yet fully realized scale effects [5]. - The overall profitability has declined year-on-year due to increased fixed asset depreciation, share-based payment amortization, and rising research and development expenditures [5].

Market Overview - The robotics sector experienced a significant surge today, with stocks such as Fenglong Co., Ltd. achieving a 14-day consecutive rise, and companies like Riying Electronics, Oke Yi, and Tieliu Co. reaching their daily price limits [1]. Stock Performance - Fenglong Co., Ltd. (002931.SZ) reached a price of 67.97, increasing by 10.00% with a market cap of 13.679 billion [2] - Riying Electronics (603286.SS) also saw a 10.00% increase, reaching 77.34 with a market cap of 8.926 billion [2] - Oke Yi (688308.SS) surged by 20.00% to 39.78, with no available market cap data [2] - Other notable performers include Banming Equipment (002270.SZ) at 32.49 (+9.99%), and Tieliu Co. (603926.SS) at 20.19 (+10.03%) [2] Industry Events - The 2026 Spring Festival Gala will feature robots again, enhancing industry visibility, as previous appearances by companies like Yushu Technology have shown [4] - OpenAI is reportedly seeking domestic hardware suppliers in the U.S. for core components of robots, indicating ambitions for large-scale production [4] - Qianxun Intelligent has open-sourced its VLA foundational model Spiritv1.5, achieving over 50% success in RoboChallenge evaluations, which supports technological iteration in the industry [4] Institutional Insights - Tesla's mass production is expected to initiate a cycle of growth in the supply chain, with domestic manufacturers poised to increase output from thousands to tens of thousands of units by mid-2026 [5] - The hardware supply chain for Tesla is consolidating, with domestic firms showing advantages in supply chain integration, cost control, and rapid product iteration [5] - The industry is accelerating towards mass production, with Chinese robotics companies showcasing integrated engineering capabilities at CES 2026 [5] - China holds significant advantages in supply chain completion, large-scale manufacturing, and cost reduction, with leading firms establishing production bases in Thailand to support Tesla's 2026 production plans [5]

受行业竞争加剧、客户降价压力及新厂房投产初期产能爬坡影响，公司当前规模效应尚未充分显现，报 告期内公司主营业务毛利率有所下降；受固定资产折旧摊销增加、股份支付摊销以及叠加持续加大的研 发投入的影响，报告期内公司整体盈利水平同比下降。 日盈电子（603286）(603286.SH)发布2025年年度业绩预告，预计2025年年度实现归属于母公司所有者 的净利润为-4900万元到-3300万元，与上年同期相比，将出现亏损。预计2025年年度实现归属于母公司 所有者的扣除非经常性损益的净利润为-5700万元到-4100万元。 ...

受行业竞争加剧、客户降价压力及新厂房投产初期产能爬坡影响，公司当前规模效应尚未充分显现，报 告期内公司主营业务毛利率有所下降；受固定资产折旧摊销增加、股份支付摊销以及叠加持续加大的研 发投入的影响，报告期内公司整体盈利水平同比下降。 智通财经APP讯，日盈电子(603286.SH)发布2025年年度业绩预告，预计2025年年度实现归属于母公司 所有者的净利润为-4900万元到-3300万元，与上年同期相比，将出现亏损。预计2025年年度实现归属于 母公司所有者的扣除非经常性损益的净利润为-5700万元到-4100万元。 ...