储能板块方面，林洋能源则表示，由于国内行业竞争持续激烈，公司聚焦提质增效经营策略，深耕优质 合作资源，项目规模阶段性调整。 对于业绩变动的原因，林洋能源表示，在新能源板块方面，受光伏行业周期性波动影响，公司新能源电 站BT项目尚处于建设期，相关销售收入暂未确认；同时，光伏电池片市场价格阶段性下行致盈利空间 承压；电力市场化交易结算电价受规则调整存在阶段性波动，对收益稳定性产生一定影响。 北京商报讯（记者 王蔓蕾）近期，林洋能源（601222）披露2025年业绩预告显示，公司预计全年实现 归属净利润2.25亿—3.35亿元，与上年同期相比，同比减少55.5%—70.11%。 ...

智能电表产业链全景梳理：下游市场繁多 中国智能电表产业的上游主要为芯片与PCB、继电器与结构件、其他元器件等生产商;中游包括智能电 表生产等环节;下游则主要是个人家庭、充电桩、分布式能源等领域。 转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院智能电表研究小组发布的《中国智能电表行业发展前景与投资战 略规划分析报告》 行业主要上市公司：新天科技(300259)、科陆电子(002121)、林洋能源(601222)、迦南智能(300880)、万 胜智能(300882)、西力科技(688616)、煜邦电力(688597)等 本文核心数据：企业产能;企业产量 表产业链区域热力地图：广东省分布最集中 智能电 从企查猫以"智能电表"为关键词进行精确搜索，得到智能电表企业区域分布。从企业地区分布上来看， 目前中国智能电表企业主要分布在广东省。截至2025年12月，广东共有相关智能电表企业数500余家。 从智能电表行业上中下游产业链参与企业来看，上游企业包括力合微、复旦微电等硬件设计制造企业; 智能电表中游的企业则由科陆电子、新天科技、林洋能源等企业构成。 注：企查猫数据截止到2025年12月9日。 从代表性企业分布 ...

Core Viewpoint - Jiangsu Linyang Energy Co., Ltd. expects a significant decline in net profit for the year 2025, projecting a decrease of 55.50% to 70.11% compared to the previous year [1][3]. Performance Forecast - The company forecasts a net profit attributable to shareholders of the parent company between 225 million yuan and 335 million yuan for 2025, a decrease of 417.88 million yuan to 527.88 million yuan year-on-year [3][4]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 235 million yuan and 350 million yuan, reflecting a decrease of 412.59 million yuan to 527.59 million yuan compared to the previous year [3][4]. Previous Year Performance - In the previous year, the net profit attributable to shareholders of the parent company was 752.88 million yuan, and the net profit after deducting non-recurring gains and losses was 762.59 million yuan [4]. Reasons for Performance Change - The performance decline is attributed to several factors: - The renewable energy sector is experiencing cyclical fluctuations, with the company's photovoltaic projects still under construction, leading to unrecognized sales revenue. Additionally, the market price of photovoltaic cells has decreased, impacting profit margins [6]. - The energy storage sector faces intense domestic competition, prompting the company to focus on quality improvement and resource optimization, resulting in temporary adjustments in project scale [6]. Response Measures - The company plans to actively respond to market changes by closely monitoring market dynamics, adapting to industry trends, and seizing opportunities during cyclical adjustments. Strategies include accelerating overseas market expansion, enhancing operational efficiency through lean management, and implementing cost reduction measures to strengthen profitability and core market competitiveness [7].

Core Viewpoint - Linyang Energy (601222) expects a significant decline in net profit for the year 2025, projecting a range of 225 million to 335 million yuan, representing a year-on-year decrease of 55.5% to 70.11% [3] Financial Performance - The forecasted net profit for 2025 is between 225 million and 335 million yuan, with a non-recurring net profit expected to be between 235 million and 350 million yuan, indicating a decline of 54.1% to 69.18% year-on-year [3] - As of January 23, the company's price-to-earnings ratio (TTM) is approximately 37.14 to 55.3 times, the price-to-book ratio (LF) is about 0.81 times, and the price-to-sales ratio (TTM) is around 2.37 times [3] Business Segments - The company operates primarily in three sectors: smart grid, renewable energy, and energy storage [12] - The renewable energy segment is affected by cyclical fluctuations in the photovoltaic industry, with ongoing construction of solar power projects leading to unrecognized sales revenue [12] - The energy storage segment faces intense domestic competition, prompting the company to focus on quality improvement and resource optimization [12] Strategic Response - The company plans to closely monitor market dynamics and adapt to industry trends to seize market opportunities during cyclical adjustments [12] - There is an emphasis on accelerating overseas market expansion and enhancing operational efficiency through lean management practices [12] - Continuous optimization of operational quality is aimed at strengthening profitability and enhancing core market competitiveness [12]

（编辑 丛可心） 证券日报网讯 1月23日，林洋能源在互动平台回答投资者提问时表示，公司股价除了基本面外，还受到 宏观政策、国际局势、金融市场、行业发展、投资者情绪等诸多因素的影响。公司始终高度重视全体股 东权益保护和市值管理工作，并持续探索在合规框架下能有效传递信心、保障投资者权益的各项举措。 市值管理的具体计划包括：夯实主业，提升业绩：以扎实的经营成果作为市值根基。强化投关，透明沟 通：通过业绩说明会、路演、反路演、上证e互动等多种渠道，加强与各类投资者的有效沟通，更清晰 传达公司战略与价值。完善治理，强化回报：持续优化公司治理结构，坚持稳定的分红政策，积极研究 相关法规政策，探索多种价值实现途径。 ...

林洋能源1月23日公告，预计2025年度归母净利润2.25亿元-3.35亿元，同比减少55.50%-70.11%。 林洋能源1月23日公告，预计2025年度归母净利润2.25亿元-3.35亿元，同比减少55.50%-70.11%。 ...

证券日报网讯1月23日，林洋能源（601222）发布2025年度业绩预告称，公司预计2025年度归属于母公 司所有者的净利润为22，500万元到33，500万元，与上年同期相比，将减少41，788.24万元到52， 788.24万元，同比减少55.50%到70.11%。 ...

Core Viewpoint - LinYong Energy is actively investing in new technology research and development, focusing on innovative applications of AI in the power system and the development of new product platforms [2] Group 1: Company Initiatives - The company is advancing its research and development in AI applications within the power system [2] - LinYong Energy is focusing on global projects related to smart electric meters, information collection, and intelligent interaction systems [2]

证券日报网讯 1月23日，林洋能源在互动平台回答投资者提问时表示，公司不断完善全球化布局，深耕 战略市场，积极推进本地化部署。智能板块，与全球表计行业龙头企业兰吉尔持续展开全方位合作，着 力扩大西欧和亚太市场市占率；全资子公司EGM坚持本地化策略，有效打通前端技术壁垒，业绩稳步 增长，在波兰市场份额超过30%，同时积极拓展罗马尼亚、保加利亚、匈牙利等新兴市场，形成以立陶 宛、波兰为中心的中东欧市场格局。公司相关业务的具体财务指标信息，敬请后续查阅公司将于2026年 披露的2025年度报告。 （编辑 任世碧） ...

证券日报网讯1月23日，林洋能源（601222）在互动平台回答投资者提问时表示，公司自主设计开发 的"林洋光伏运维智慧云平台"已基本实现运维数字化、技术现代化与诊断智能化目标，同时对现代运维 技术保持升级优化，包括无人机AI升级、智能巡检技术试点等。公司不断拓展低空产品，通过"低空 +"探索带动林洋储能产品及新能源项目的推进方案，争取为林洋智维提供低空+新能源运维的创新示范 机会。 ...