Market Overview - The machinery sector experienced a slight decline of 0.04% on the previous trading day, with China Electric Motor leading the losses [1] - The Shanghai Composite Index closed at 4102.2, up by 0.85%, while the Shenzhen Component Index closed at 14156.27, up by 0.21% [1] Stock Performance - Key stocks in the machinery sector showed varied performance, with Jiadian Co. rising by 3.37% to a closing price of 14.74, and China Electric Motor falling by 3.32% to 30.54 [1][2] - The trading volume and turnover for notable stocks included: - Jiadian Co.: 155,500 shares, turnover of 228 million yuan - Zhaowei Electromechanical: 84,300 shares, turnover of 1.038 billion yuan - China Electric Motor: 153,000 shares, turnover of 479 million yuan [1][2] Capital Flow - The machinery sector saw a net outflow of 154 million yuan from institutional investors, while retail investors contributed a net inflow of 57.18 million yuan [2] - Notable capital flows for specific stocks included: - Zhaowei Electromechanical: net inflow of 1.21 billion yuan from institutional investors - China Electric Motor: net outflow of 39.74 million yuan from institutional investors [3]

Group 1 - On February 2, Bafang Electric (Suzhou) Co., Ltd. saw a stock price increase of 0.23% with a trading volume of 113 million yuan, while the financing buy-in amounted to 8.08 million yuan and net financing buy-in was -0.54 million yuan [1] - As of February 2, the total margin balance for Bafang Electric was 98.14 million yuan, with the financing balance at 98.08 million yuan, representing 1.38% of the circulating market value, which is below the 20th percentile level over the past year [1] - The company specializes in the research, production, sales, and technical services of electric bicycle motors and related electrical systems, with main revenue sources including electric bicycle motors (43.60%), kits (24.89%), integrated wheel motors (21.26%), batteries (9.95%), and others (0.30%) [1] Group 2 - As of September 30, the number of shareholders for Bafang Electric was 17,700, a decrease of 8.12%, while the average circulating shares per person increased by 8.66% to 13,242 shares [2] - For the period from January to September 2025, Bafang Electric reported a revenue of 1.034 billion yuan, reflecting a year-on-year growth of 2.14%, and a net profit attributable to shareholders of 66.90 million yuan, which is a 30.52% increase year-on-year [2] - Since its A-share listing, Bafang Electric has distributed a total of 1.032 billion yuan in dividends, with 431 million yuan distributed over the past three years [3]

（文章来源：证券日报） 证券日报网讯 1月27日，八方股份发布公告称，公司预计2025年度实现归属于上市公司股东的净利润为 9，000万元到11，000万元，与上年同期相比，将增长2，615.42万元到4，615.42万元，同比增长 40.96%到72.29%。 ...

智通财经APP讯，八方股份(603489.SH)发布公告，公司预计2025年度实现归属于上市公司股东的净利 润为9000万元到1.1亿元，与上年同期相比，将增长2,615.42万元到4,615.42万元，同比增长40.96%到 72.29%。 ...

人民财讯1月27日电，八方股份（603489）1月27日发布2025年度业绩预告，预计2025年度实现归属于上 市公司股东的净利润为9000万元到1.1亿元，与上年同期相比，同比增长40.96%到72.29%。随着海外终 端市场去库进入尾声，公司订单及生产逐渐恢复正常。 ...

证券代码：603489 证券简称：八方股份 公告编号：2026-001 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个别及连带责任。 重要内容提示： 1. 八方电气（苏州）股份有限公司（以下简称"公司"）本期 业绩预告适用于"实现盈利，且净利润与上年同期相比增长 50%以上" 的情形。 2. 公司预计 2025 年度实现归属于上市公司股东的净利润为 9,000 万元到 11,000 万元，与上年同期相比，将增长 2,615.42 万元 到 4,615.42 万元，同比增长 40.96%到 72.29%。公司预计 2025 年度 实现归属于上市公司股东的扣除非经常性损益的净利润为 7,200 万 元到 9,200 万元，与上年同期相比，将增长 3,073.05 万元到 5,073.05 万元，同比增长 74.46%到 122.93%。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日 （二）业绩预告情况 八方电气（苏州）股份有限公司 2025 年年度业绩预告 归属于上市公司股东的 ...

本期业绩预增的主要原因:随着海外终端市场去库进入尾声，公司订单及生产逐渐恢复正常。一方面， 公司坚持以技术创新提升产品力，为市场开拓提供助力；另一方面，公司降本控费取得一定成效，对提 升业绩有所贡献。 格隆汇1月27日丨八方股份(603489.SH)公布，公司预计2025年度实现归属于上市公司股东的净利润为 9000万元到1.1亿元，与上年同期相比，将增长2615.42万元到4615.42万元，同比增长40.96%到72.29%。 公司预计2025年度实现归属于上市公司股东的扣除非经常性损益的净利润为7200万元到9200万元，与上 年同期相比，将增长3073.05万元到5073.05万元，同比增长74.46%到122.93%。 ...

八方股份公告，预计2025年度实现归属于上市公司股东的净利润为9000万元到11000万元，与上年同期 相比，将增长2615.42万元到4615.42万元，同比增长40.96%到72.29%。随着海外终端市场去库进入尾 声，公司订单及生产逐渐恢复正常。一方面，公司坚持以技术创新提升产品力，为市场开拓提供助力； 另一方面，公司降本控费取得一定成效，对提升业绩有所贡献。 ...

Group 1 - The core viewpoint of the article highlights that Bafang Co., Ltd. (八方股份) is actively engaged in the e-bike market, particularly in Europe, which is identified as the largest market for e-bikes [1] - The company's e-bike electric drive system products are sold in multiple EU member countries, indicating a strong presence in the European market [1] - Approximately 35% of the company's e-bike business revenue comes from direct exports to the European market, showcasing the significance of this region for the company's overall sales [1] Group 2 - The sales strategy for the company's e-bike electric drive system products in Europe includes both direct exports and sales through OEM manufacturers, reflecting a diversified approach to market penetration [1]

Group 1 - The core market for the e-bike industry is Europe, where the company has established a significant presence [2] - The company's e-bike electric drive system products are sold in multiple EU member countries, indicating a broad market reach [2] - Approximately 35% of the company's e-bike business revenue comes from direct exports to the European market [2]