Group 1 - The core viewpoint of the articles indicates that ST Boda is at risk of being delisted due to negative net profit and insufficient revenue [1] - The company announced that its net profit for the fiscal year 2024 is expected to be negative after excluding non-recurring gains and losses, and its operating revenue is projected to be below 300 million yuan [1] - If the 2025 annual report does not meet the criteria for lifting the delisting risk warning, the company's stock will face delisting risk [1] Group 2 - In the recent trading period from February 4 to February 11, 2026, ST Boda's stock price showed fluctuations, closing at 4.28 yuan on February 11, down slightly from 4.32 yuan on February 4 [2] - On February 10, the stock price fell by 1.38%, with a net outflow of 11.88 million yuan in principal funds and a turnover rate of 1.62% [2] - On February 11, the stock price remained stable, with a net inflow of 3.76 million yuan in principal funds and a trading volume of 38.65 million yuan, indicating a minor overall volatility influenced by the delisting risk announcement [2]

关于公司股票可能被终止上市的第二次风险提示性公告 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 承担个别及连带责任。 重要内容提示： 宁波波导股份有限公司（以下简称"公司"）2024 年度经审计的扣除非经常性损 益后的净利润为负值，且扣除与主营业务无关的业务收入和不具备商业实质的收入后的营 业收入低于 3 亿元，触及《上海证券交易所股票上市规则》第 9.3.2 条（一）规定的对公 司股票实施退市风险警示的情形,公司股票已于 2025 年 4月 30 日被上海证券交易所实施退 市风险警示，具体内容详见公司在上海证券交易所网站（www.sse.com.cn）披露的《关于 实施退市风险警示暨停牌的公告》。若公司 2025 年度报告不符合《上海证券交易所股票上 市规则》第 9.3.7 条规定的撤销退市风险警示条件或者未在规定期限内申请撤销退市风险 警示的，公司股票将可能被终止上市。敬请广大投资者注意投资风险。 根据《上海证券交易所股票上市规则》第 9.3.6 条的相关规定，"上市公司股票因 第 9.3.2 条第一款第（一）项至第（三）项规定情形被 ...

格隆汇2月9日丨硕贝德(300322.SZ)在互动平台表示，公司的4D毫米波雷达波导天线已向国内头部客户 批量出货。 ...

光波导行业迈入强整合时代 今年11月，AAC宣布全资收购芬兰波导厂商Dispelix，这在业内是一次备受关注的事件。 这既意味着AR行业发展正在加速，也揭示了光波导行业将迎来全新阶段。 近日，AAC参展全球知名光电行业盛会SPIE2026，并联合Dispelix展出了系列最新光波导解决方案，这属于双方合并后的首秀。 就此契机，VR陀螺有幸对话瑞声科技 XR&智能终端事业部总经理 陶洪焰 及 Dispelix CEO 兼联合创始人 Antti Sunnari，这场光波导行业"联姻"对于双方以 及整个行业来说意味着什么？ 在SPIE 2026 01 50°碳化硅波导首秀，坚定押注单片全彩方向 先来简单介绍AAC与Dispelix两家企业，AAC是国内果链巨头，同时也是全球知名的智能设备感知与交互技术解决方案提供商，"声光电触"等领域有很强 技术实力，XR赛道也已经深耕多年。 Dispelix是衍射光波导领域"祖师爷"级企业，于2015年创办，总部位于芬兰，在美国、中国设有办事处。官网介绍指出，Dispelix的核心技术包括单片全彩 衍射光波导设计、自主开发波导设计软件与仿真工具以及可大规模生产的光波导制造工艺。 ...

证券代码：600130 证券简称：*ST 波导 公告编号：2026-007 一、回购股份的基本情况 公司于 2025 年 4 月 25 日召开第九届董事会第十二次会议、2025 年 5 月 21 日召开 2024 年年度股东大会，审议通过了《关于以集中竞价交易方式回购股份的 议案》，同意使用自有资金以集中竞价交易方式以不超过 4.50 元/股（含）价格进 行股份回购，回购资金总额不低于人民币 6,000 万元（含）且不超过人民币 12,000 万元（含），回购用途为用于员工持股计划或股权激励。本次回购的期限为股东大 会审议通过后 12 个月。内容详见公司 2025 年 4 月 29 日和 2025 年 5 月 22 日在上 海证券交易所网站（www.sse.com.cn）披露的《波导股份关于以集中竞价交易方式 回购股份的方案》和《*ST 波导关于以集中竞价交易方式回购股份的回购报告书》。 二、回购股份的进展情况 宁波波导股份有限公司 关于以集中竞价交易方式回购股份的进展公告 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。 重要 ...

格隆汇2月2日丨*ST波导(600130.SH)公布，截至2026年1月30日，公司以集中竞价交易方式已累计回购 股份181.14万股，占公司总股本的比例为0.2415%，购买的最高价为3.30元/股、最低价为3.27元/股，支 付的金额为593.96万元(不含交易费用)。 ...

Core Viewpoint - The article discusses the challenges faced by *ST Boda (波导股份), a once-prominent mobile phone manufacturer, highlighting its struggle to adapt to the smartphone era and the potential risks of delisting from the stock market due to financial performance issues [4][5][6]. Group 1: Financial Performance and Delisting Risks - *ST Boda is at risk of being delisted due to financial performance, with a projected revenue of 4.50 billion to 4.90 billion yuan for 2025, and a net profit of 6 million to 8 million yuan [6][7]. - The company has been under financial scrutiny since it reported a negative net profit in 2024, triggering a warning from the Shanghai Stock Exchange [6][5]. - The company is taking measures to avoid delisting, including land compensation agreements that are expected to positively impact its financials in 2025 and 2026 [7][6]. Group 2: Business Structure and Growth Challenges - The company has seen a significant decline in its core mobile phone business, with revenues dropping from approximately 17.19 billion yuan in 2016 to just over 1 billion yuan in 2024 [11][12]. - As of 2024, the revenue breakdown shows that mobile phones and accessories accounted for 32.71% of total revenue, while smart devices and automotive electronics contributed 10.54% and 23.61%, respectively [9][10]. - The shift to an ODM (Original Design Manufacturer) model has resulted in lower profit margins and a lack of brand loyalty, contributing to the decline in mobile phone sales [12][13]. Group 3: Historical Context and Strategic Missteps - *ST Boda was once a leader in the mobile phone market, achieving sales of over 10 million units in the early 2000s, but failed to adapt to the rapid transition to smartphones, leading to significant losses [16][17]. - The company attempted to enter the smartphone market in 2012 but was unable to compete effectively against established brands like Apple and Samsung [17]. - Strategic decisions, such as not pursuing international markets aggressively, have been cited as missed opportunities that could have altered the company's trajectory [14][16].

重要的消息有哪些 1．国务院总理李强日前签署国务院令，公布修订后的《中华人民共和国药品管理法实施条例》，自2026年5月15日起施行。 2．英国首相斯塔默将于1月28日至31日对中国进行正式访问，这将是英国首相时隔8年首次访华。商务部新闻发言人27日就中英经贸合作情况答记者问时 表示，访问期间，商务部拟与英方签署贸易投资合作方面成果文件，力争打造中英经贸合作的新增长点。 3．近日，中国人民银行召开2026年反洗钱工作会议。会议要求，2026年要充分认识反洗钱工作面临的新形势新要求，认真做好当前和今后一段时期反洗 钱重点工作。一是持续推进反洗钱条线从严治党，坚持以高水平党建引领业务工作。二是全力做好第五轮反洗钱国际评估工作，推进我国反洗钱工作高质 量发展。三是有序推动新修订的《中华人民共和国反洗钱法》和相关制度落地实施，进一步发挥反洗钱工作部际联席会议机制作用。四是切实提高金融机 构和特定非金融机构反洗钱监管能力，不断提升受益所有人信息管理工作质量。五是建立打击治理洗钱违法犯罪常态化工作机制，进一步提升反洗钱监测 分析能力。 6．近期，印度暴发尼帕病毒病疫情引发关注。国家疾控局有关负责人表示，目前我国尚未发现尼 ...

Macro Dynamics - The People's Bank of China reported that by the end of Q4 2025, the balance of real estate development loans will decrease by 3% year-on-year, amounting to 13.16 trillion yuan, with an annual reduction of 357.5 billion yuan [2] - The total balance of RMB real estate loans will be 51.95 trillion yuan, down 1.6% year-on-year, with an annual decrease of 963.6 billion yuan [2] Market Regulation - The State Administration for Market Regulation announced ten major cases of "involution" competition for 2025, emphasizing a strict enforcement approach to combat infringement, quality violations, and monopolistic agreements [3] Real Estate Market - In major cities like Shanghai, the number of second-hand housing listings is declining as transaction volumes recover, with listings returning to levels seen in February of the previous year [5] Financial Institutions - China Merchants Securities reported a net profit of 12.3 billion yuan for 2025, an increase of 18.43% year-on-year, with total revenue of 24.9 billion yuan, up 19.19% [8] - Dongfang Securities expects a net profit of 5.62 billion yuan for 2025, a year-on-year increase of 67.8%, with projected revenue of 15.34 billion yuan [9] Market Data - The ChiNext Index rose by 0.71%, with the semiconductor sector showing strong performance, while the overall market saw over 1,900 stocks increase in value [11] - The total margin financing balance across both exchanges increased by 19.55 billion yuan, reaching 26.99 trillion yuan [12] Company Dynamics - Mu Xi Co. launched the X series scientific intelligent GPU, aimed at enhancing the AI for Science ecosystem [14] - *ST Boda announced a projected net profit of 6 to 8 million yuan for 2025, with a significant expected loss in net profit after non-recurring items [15] - Zhongjin Gold expects a net profit of 4.8 to 5.4 billion yuan for 2025, a year-on-year increase of 41.76% to 59.48%, driven by improved profitability in gold mining [16] - Ideal Auto plans to close a small number of inefficient retail stores as part of normal operational adjustments [17] - Guandun Quantum anticipates a net profit of around 5 million yuan for 2025, marking a turnaround from losses [18] - Zhenlei Technology expects a net profit of 123 to 145 million yuan for 2025, a significant increase of 529.64% to 642.26% year-on-year [19]

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： 宁波波导股份有限公司（以下简称"公司"）2024 年度经审计的扣除非经常性损益 后的净利润为负值，且扣除与主营业务无关的业务收入和不具备商业实质的收入后的营业收 入低于 3 亿元，触及《上海证券交易所股票上市规则》第 9.3.2 条（一）规定的对公司股票 实施退市风险警示的情形,公司股票已于 2025 年 4 月 30 日被上海证券交易所实施退市风险 警示，具体内容详见公司在上海证券交易所网站（www.sse.com.cn）披露的《关于实施退市 风险警示暨停牌的公告》。若公司 2025 年度报告不符合《上海证券交易所股票上市规则》第 9.3.7 条规定的撤销退市风险警示条件或者未在规定期限内申请撤销退市风险警示的，公司 股票将可能被终止上市。敬请广大投资者注意投资风险。 根据《上海证券交易所股票上市规则》第 9.3.6 条的相关规定，"上市公司股票因第 9.3.2 条第一款第（一）项至第（三）项规定情形被实施退市风险警示的，公司应当在其股 票被实施退市风险 ...