南财智讯1月29日电，赛福天发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为-3000 万元—-4500万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为-3400万元 —-4900万元。本期业绩变动的主要原因：2025年度公司实现大幅减亏，主要得益于业务拓展、销量增 长及降本增效三方面的实际成效，具体如下：（一）钢索业务拓宽销路，盈利好转：钢索事业部在稳住 电梯用钢丝绳市场优势的基础上，聚焦起重用钢丝绳、海洋工程、高端装备制造、新能源基建、智能物 流、工业机器人等新兴领域的技术适配性和规模化应用。通过调整营销策略、开拓增量客户，带动整体 订单和盈利水平提升。（二）光伏业务销量增长，效益改善：光伏事业部抓住行业政策与市场需求机 遇，凭借产品核心竞争力，实现光伏电池片销量同比较大增长。随着规模效应释放和产品结构优化，营 收与盈利同步改善。（三）降本增效落地见效，运营优化：公司聚焦自身优势，推进供应链端、销售 端、管理端的协同配合，通过整合资源、优化生产运营流程，有效降低各环节成本，提高资源使用效 率。 ...

每经AI快讯，1月29日，赛福天（603028）(603028.SH)公告称，公司控股公司安徽美达伦光伏科技有限 公司因年度生产经营计划，计划于近期临时停产，预计停产时间不超过60天。安徽美达伦将利用停产窗 口期进行生产线检修和设备更新改造，以确保复产时各环节指标达标。停产期间，除生产环节外，公司 市场拓展、客户对接、供应链管理等经营活动均保持正常开展。当前光伏电池片产品库存可覆盖停产期 间的市场订单交付需求，预计不会对公司经营业绩产生重大不利影响。 ...

Core Viewpoint - The company expects to significantly reduce its losses in 2025, with projected net profit attributable to the parent company ranging from -30 million to -45 million yuan, an increase of 144 million to 159 million yuan compared to the previous year [1] Financial Projections - The anticipated net profit attributable to the parent company, excluding non-recurring gains and losses, is projected to be between -34 million and -49 million yuan for 2025 [1] - The company aims for substantial loss reduction in 2025, primarily driven by business expansion, increased sales, and cost reduction efforts [1]

1月27日，赛福天涨7.5%，截至发稿，报10.46元/股，成交1.32亿元，换手率4.70%，总市值30.02亿元。 截至发稿，孔宪政累计任职时间5年63天，现任基金资产总规模66.75亿元，任职期间最佳基金回报 103.67%， 任职期间最差基金回报-16.74%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，诺安基金旗下1只基金重仓赛福天。诺安多策略混合A（320016）四季度持有股数185.5万 股，占基金净值比例为0.41%，位居第一大重仓股。根据测算，今日浮盈赚取约135.41万元。 诺安多策略混合A（320016）成立日期2011年8月9日，最新规模21.2亿。今年以来收益10.3%，同类排 名1689/886 ...

Group 1 - The core point of the news is that Saifutian's stock price dropped by 5.19% to 9.50 CNY per share, with a trading volume of 1.06 billion CNY and a turnover rate of 3.87%, resulting in a total market capitalization of 27.27 billion CNY [1] - Saifutian, established on June 23, 2005, and listed on March 31, 2016, is located in Wuxi City, Jiangsu Province, and specializes in the research, production, and sales of special steel wire ropes and rigging [1] - The main business revenue composition of Saifutian includes photovoltaic cell components at 71.21%, steel wire ropes and rigging at 28.21%, other supplementary sources at 0.36%, and architectural design at 0.22% [1] Group 2 - From the perspective of major fund holdings, Penghua Fund has one fund heavily invested in Saifutian, specifically the Penghua Smart Investment Digital Economy Mixed A (020086), which held 84,700 shares, accounting for 0.6% of the fund's net value, ranking as the fourth-largest holding [2] - The Penghua Smart Investment Digital Economy Mixed A fund was established on May 17, 2024, with a latest scale of 39.7857 million CNY, and has achieved a year-to-date return of 7.55%, ranking 1704 out of 8840 in its category [2] - The fund manager, Su Junjie, has been in position for 7 years and 352 days, overseeing total assets of 24.924 billion CNY, with the best fund return during his tenure being 98.15% and the worst being -21.6% [2]

证券代码：603028 证券简称：赛福天 公告编号：2026-001 | 担 | | 担保 | 被担保 方最近 | 2025 | | 截至目 | 截至目前 | | 是 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 保 | 被担保方 | 方持 股比 | 一期资 | 年度预 计担保 | 融资机构/ 债权人 | 前提供 担保金 | 实际担保 | 剩余预计 担保额度 | 关 联 | 是否 有反 | | 方 | | 例 | 产负债 率 | 额度 | | 额 | 余额 | | 担 | 担保 | | | | | | | | | | | 保 | | | | 一、对控股子公司的担保预计 | | | | | | | | | | | | 1.资产负债率为 | 70%以上的控股子公司 | | | | | | | | | | 公 | 长沙赛福天 金属科技有 | 51% | 84.90% | 3,000 | 交通银行 | 1,000 | 1,000 | 2,000 | 否 | 否 | | 司 | 限公司 | | | | | | | ...

Group 1 - The core point of the news is that Saifutian's stock price dropped by 5.15% to 8.84 CNY per share, with a trading volume of 329 million CNY and a turnover rate of 12.84%, resulting in a total market capitalization of 2.537 billion CNY [1] - Saifutian, established on June 23, 2005, and listed on March 31, 2016, is primarily engaged in the research, production, and sales of special steel wire ropes and rigging [1] - The main revenue composition of Saifutian includes 71.21% from photovoltaic cell slices, 28.21% from steel wire ropes and rigging, 0.36% from other sources, and 0.22% from architectural design [1] Group 2 - From the perspective of fund holdings, Penghua Fund has one fund heavily invested in Saifutian, specifically the Penghua Smart Investment Digital Economy Mixed A (020086), which held 84,700 shares, accounting for 0.6% of the fund's net value, making it the fourth-largest holding [2] - The Penghua Smart Investment Digital Economy Mixed A fund was established on May 17, 2024, with a latest scale of 39.7857 million CNY, and has achieved a year-to-date return of 46.03%, ranking 1446 out of 8155 in its category [2] - The fund manager, Su Junjie, has been in position for 7 years and 342 days, with the fund's total asset size at 24.924 billion CNY, achieving a best return of 87.77% and a worst return of -21.6% during his tenure [3]

Group 1 - The core viewpoint of the news is the performance and financial metrics of Saifutian Group, highlighting its stock price increase and market capitalization [1] - Saifutian Group, established on June 23, 2005, and listed on March 31, 2016, specializes in the research, production, and sales of special steel wire ropes and rigging [1] - The main revenue composition of Saifutian Group includes 71.21% from photovoltaic cell components, 28.21% from steel wire ropes and rigging, 0.36% from other sources, and 0.22% from architectural design [1] Group 2 - Penghua Fund has a significant holding in Saifutian, with the Penghua Smart Investment Digital Economy Mixed A Fund holding 84,700 shares, representing 0.6% of the fund's net value, making it the fourth-largest holding [2] - The Penghua Smart Investment Digital Economy Mixed A Fund has achieved a year-to-date return of 45.88%, ranking 1521 out of 8085 in its category, and a one-year return of 40.11%, ranking 1817 out of 8085 [2] - The fund manager, Su Junjie, has been in position for 7 years and 337 days, with the fund's total asset size at 24.924 billion yuan and a best return of 86.7% during his tenure [2]

Group 1 - The core viewpoint of the news is that Saifutian's stock has experienced fluctuations, with a current price of 8.55 yuan per share and a market capitalization of 2.454 billion yuan, despite a year-to-date increase of 41.09% [1] - Saifutian's main business revenue composition includes 71.21% from photovoltaic cell production, 28.21% from steel wire ropes and accessories, and 0.36% from other sources [1] - The company has been listed on the stock market since March 31, 2016, and is located in Wuxi, Jiangsu Province, focusing on the research, production, and sales of special steel wire ropes and accessories [1] Group 2 - As of September 30, the number of Saifutian's shareholders decreased by 10.76% to 18,800, while the average circulating shares per person increased by 12.06% to 15,264 shares [2] - For the period from January to September 2025, Saifutian achieved an operating income of 1.602 billion yuan, representing a year-on-year growth of 55.35%, and a net profit attributable to shareholders of 1.4211 million yuan, up 105.14% year-on-year [2] - The company has distributed a total of 69.8163 million yuan in dividends since its A-share listing, with 9.7595 million yuan distributed over the past three years [3]

Market Performance - The general equipment sector increased by 2.1% on December 25, with Haoshi Electromechanical leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Top Gainers in General Equipment Sector - Wu Zhi Electromechanical (300503) closed at 43.42, up 20.01% with a trading volume of 524,500 shares and a transaction value of 2.128 billion [1] - Green Island Wind (301043) closed at 63.00, up 20.00% with a trading volume of 51,900 shares and a transaction value of 304 million [1] - Lixing Co., Ltd. (300421) closed at 30.99, up 12.40% with a trading volume of 607,900 shares and a transaction value of 1.798 billion [1] Other Notable Performers - Tai'er Co., Ltd. (002347) closed at 8.45, up 10.03% with a trading volume of 646,500 shares and a transaction value of 535 million [1] - Longyin Co., Ltd. (600592) closed at 26.79, up 10.02% with a trading volume of 392,600 shares and a transaction value of 1.027 billion [1] - Daye Co., Ltd. (603278) closed at 11.64, up 10.02% with a trading volume of 645,000 shares and a transaction value of 721 million [1] Market Capital Flow - The general equipment sector saw a net inflow of 1.182 billion from main funds, while retail funds experienced a net outflow of 591 million [2] - The main funds' net inflow and retail funds' net outflow indicate a shift in investor sentiment within the sector [2] Individual Stock Fund Flow - Zhongke Technology (000777) had a main fund net inflow of 329 million, with a retail net outflow of 165 million [3] - Longxi Co., Ltd. (600592) experienced a main fund net inflow of 305 million, while retail funds saw a net outflow of 179 million [3] - Wu Zhi Electromechanical (300503) had a main fund net inflow of 232 million, but retail funds experienced a significant net outflow of 179 million [3]