登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688183 证券简称：生益电子 公告编号：2026-003 生益电子股份有限公司 生益电子股份有限公司（以下简称"公司"或"生益电子"）控股股东广东生益科技股份有限公司（以下简 称"生益科技"）以其持有的部分本公司股票为标的申请非公开发行不超过20亿元的"广东生益科技股份 有限公司2025年面向专业投资者非公开发行可交换公司债券"（以下简称"本次可交换债券"），已于 2025年11月获得上海证券交易所无异议函。生益科技拟发行本次可交换债券项下的第一期，债券名称 为"广东生益科技股份有限公司2026年面向专业投资者非公开发行科技创新可交换公司债券（第一 期）"（以下简称"本期可交换债券"），已向中国证券登记结算有限责任公司上海分公司申请办理相关 担保及信托登记，以保障本期可交换债券持有人交换标的股票和本期可交换债券本息按照约定如期足额 兑付。 公司于近日收到生益科技通知，本期可交换债券已办理完成担保及信托登记，主要内容如下： 1.生益科技与本期可交换债券受托管理人中信证券股份有限公司（以下简称"中信证券"）签署了股票担 保及信托合同，约定将其所持有的 ...

Core Viewpoint - The 2025 performance forecasts for companies listed on the Sci-Tech Innovation Board show promising results, with nearly 250 companies disclosing their earnings, and around 50% of them expected to be profitable, indicating a recovery in market demand and growth in emerging industries such as semiconductors, biomedicine, and artificial intelligence [1] Group 1: Company Performance - 125 companies are expected to achieve profitability, with 67 companies forecasting positive growth in net profit year-on-year, and 29 companies anticipating a profit increase of over 100% [1][2] - Shanghai Yizhong leads with a projected net profit increase of 760.18% to 903.54%, followed by Zhenlei Technology and Baiwei Storage with expected increases of 529.64% to 642.26% and 427.19% to 520.22%, respectively [2] - Baiao Saitu anticipates a significant net profit increase of 384.26% to 443.88%, driven by its advanced antibody platform and collaborations with major companies [4] Group 2: Industry Trends - The semiconductor, biomedicine, and AI sectors are experiencing a surge in demand, contributing to the overall positive performance of the Sci-Tech Innovation Board companies [1][3] - Companies like Shijia Photon are benefiting from the AI boom, with a projected net profit increase of 425.95% due to rising orders in the data communication market [5] - The PCB and CCL industries are also seeing growth, with companies like Shengyi Electronics and Nanya New Materials expecting substantial profit increases due to high-quality orders and market expansion [6][7] Group 3: International Expansion - Many companies are actively pursuing international markets, with Pioneering Technology expecting a net profit of 62 million to 86 million yuan, a year-on-year increase of 50.82% to 109.21%, driven by international demand for energy storage solutions [3] - The internationalization strategy is becoming a key path for high-quality development among listed companies [3]

智通财经APP讯，生益电子(688183.SH)发布公告，公司预计2025年年度实现归属于母公司所有者的净 利润14.31亿元到15.13亿元，同比增加331.03%到355.88%。 ...

生益电子(688183.SH)发布公告，公司预计2025年年度实现归属于母公司所有者的净利润14.31亿元到 15.13亿元，同比增加331.03%到355.88%。 ...

公告提示，此次业绩预告数据未经注册会计师审计，最终财务数据以2025年年度报告为准，投资者需注 意投资风险。(王珞) 对于业绩大幅预增的主要原因，公告指出，公司坚持"市场引领，双轮驱动"的经营理念，聚焦高端领域 市场拓展，通过加大研发投入、推进提产扩产进程及强化质量管理，显著提升了高附加值产品占比，进 一步巩固了在中高端市场的竞争优势。 生益电子（688183）1月29日发布2025年年度业绩预告。公司预计2025年实现归属于上市公司股东的净 利润14.31亿元至15.13亿元，同比增长331.03%至355.88%；扣除非经常性损益后的净利润为14.25亿元至 15.07亿元，同比增长335.77%至360.91%。 ...

以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况（倍） 3,000 2950-84 2 2500 2,000 1,500 1,000 500 330 ද 188.58 159.36 0 42-98 566 -308.52 -500 2n ○- 行业均值 必当 100 95-58 ହ 90 8873 81.8 80 70 60 50 43x85 40 30 20 10 0 2n- -〇- 行业均值 - 公司 制图数据来自恒生聚源数据库 中证智能财讯生益电子（688183）1月29日晚间披露2025年度业绩预告，预计2025年归母净利润14.31亿元至15.13亿元，同比增长331.03%-355.88%；扣非净 利润预计14.25亿元至15.07亿元，同比增长335.77%-360.91%。以1月29日收盘价计算，生益电子目前市盈率（TTM）约为48.81倍-51.62倍，市净率（LF）约 14.32倍，市销率（TTM）约8.86倍。 资料显示，公司主营通信设备板、网络设备板、计算机/服务器板、消费电子板、工控设备板、医疗器械板、汽车电子板、航空航天板等。 据公告， 公司坚 ...

Earnings Forecasts - Shengyi Electronics expects a net profit of 1.431 billion to 1.513 billion yuan in 2025, an increase of 331.03% to 355.88% year-on-year [1] - Tigermed anticipates a net profit of 830 million to 1.23 billion yuan in 2025, representing a growth of 105% to 204% year-on-year [2] - Shunbo Alloy forecasts a net profit of 210 million to 270 million yuan in 2025, with an increase of 222.96% to 315.23% year-on-year [3] - Jinkong Electric expects a net profit of 155 million to 195 million yuan in 2025, reflecting a growth of 383.21% to 507.9% year-on-year [9] - Baiao Saitu anticipates a net profit of 162 million to 182 million yuan in 2025, with a year-on-year increase of 384.26% to 443.88% [18] - Panjiang Co. expects a net profit of 318 million to 380 million yuan in 2025, representing a growth of 205.30% to 264.83% year-on-year [38] Loss Forecasts - Liaoning Energy predicts a net loss of 273 million to 410 million yuan in 2025, compared to a profit of 202 million yuan in the previous year [5] - Anbotong anticipates a net loss of 114 million to 165 million yuan in 2025, with a revenue decrease of 19.65% to 27.25% [7] - Wantai Bio forecasts a net loss of 330 million to 410 million yuan in 2025, compared to a profit of 106 million yuan in the previous year [12] - Xingyun Co. expects a net loss of 155 million to 230 million yuan in 2025, compared to a loss of 82.44 million yuan in the previous year [20] - Huaxing Co. anticipates a net loss of 800 million to 1.2 billion yuan in 2025, with a reduction in loss compared to 1.67 billion yuan in the previous year [46] New Product Approvals - Hengrui Medicine received acceptance for a new indication application for its innovative drug, combining Carrelizumab and Apatinib for treating unresectable liver cancer [4] - Tianen Kang's subsidiary received a drug registration acceptance notice for Lidocaine and Prilocaine aerosol [31] - Lisheng Pharmaceutical announced that its Aminophylline tablets passed the consistency evaluation for generic drugs [40] Share Buyback Plans - Hengyuan Coal Power plans to repurchase shares with a total amount not less than 200 million yuan and not exceeding 250 million yuan [13] Contract Wins - China Communication Signal Co. won contracts totaling approximately 5.26 billion yuan for 21 important projects in the railway and urban rail transit markets [37]

Group 1 - The core viewpoint of the article highlights that Shengyi Electronics is expected to achieve a net profit attributable to shareholders of approximately 1.431 billion to 1.513 billion yuan for the year 2025, representing an increase of about 1.099 billion to 1.181 billion yuan compared to the previous year, which translates to a year-on-year growth of 331.03% to 355.88% [1] - The significant increase in performance is attributed to the company's adherence to the "market-led, dual-wheel drive" business philosophy, focusing on high-end market expansion, increasing R&D investment, and enhancing production capacity while strengthening quality management [1] - The report indicates that the proportion of high value-added products has increased, further consolidating the company's competitive advantage in the mid-to-high-end market, leading to a substantial growth in net profit compared to the same period last year [1]

公司坚持"市场引领，双轮驱动"的经营理念，聚焦高端领域市场拓展，加大研发投入，推进提产扩产进 程，同时强化质量管理，以质量筑牢根基，报告期内高附加值产品占比提升，使公司在中高端市场的竞 争优势得到进一步巩固，实现净利润较上年同期大幅增长。 格隆汇1月29日丨生益电子(688183.SH)公布，预计2025年年度实现归属于母公司所有者的净利润143,090 万元到151,340万元，同比增加331.03%到355.88%。2025年年度实现归属于母公司所有者扣除非经常性 损益后的净利润142,520万元到150,740万元，同比增加335.77%到360.91%。 ...

公司坚持"市场引领，双轮驱动"的经营理念，聚焦高端领域市场拓展，加大研发投入，推进提产扩产进 程，同时强化质量管理，以质量筑牢根基，报告期内高附加值产品占比提升，使公司在中高端市场的竞 争优势得到进一步巩固，实现净利润较上年同期大幅增长。 格隆汇1月29日丨生益电子(688183.SH)公布，预计2025年年度实现归属于母公司所有者的净利润143,090 万元到151,340万元，同比增加331.03%到355.88%。2025年年度实现归属于母公司所有者扣除非经常性 损益后的净利润142,520万元到150,740万元，同比增加335.77%到360.91%。 ...