日盈电子成立于1998年8月12日，于2017年6月27日在上海证券交易所上市，注册地和办公地均为江苏省常 州市。它是国内领先的汽车零部件优质供应商，在传感器等领域有较强技术实力。 截至2025年9月30日，A股股东户数为1.59万，较上期减少7.86%；户均持有流通A股数量为7281.23，较上 期增加9.17%。十大流通股东中，华富科技动能混合A（007713）位居第三，持股277.46万股，相比上期增 加182.46万股；财通资管先进制造混合发起式A（021985）位居第六，持股118.61万股，为新进股东；易方 达新丝路混合（001373）位居第七，持股85.29万股，为新进股东；鹏华碳中和主题混合A（016530）位居 第十，持股71.17万股，相比上期减少87.54万股；前海开源嘉鑫混合A（001765）退出十大流通股东之列。 浙商证券指出，历经近三十载，日盈电子从摩托车线束起家转型为智能化汽车零部件供应商，发展分为三 个阶段，目前围绕智能座舱形成"感知—传输—控制—执行"产品链。公司深耕传感器领域，产品矩阵多元 化，还将传感器技术延伸至人形机器人领域。2025年2月战略投资泰矽微强化电子皮肤能力 ...

格隆汇10月29日丨日盈电子(603286.SH)发布三季报，2025年前三季度实现营业总收入7.87亿元，同比增 长15.04%；归属母公司股东净利润-1828.77万元，上年同期净利润为959.38万元；基本每股收益为-0.16 元。 ...

证券代码：603286 证券简称：日盈电子 公告编号：2025-081 江苏日盈电子股份有限公司 关于 2025 年前三季度计提信用减值损失 及资产减值损失的公告 1. 预期信用损失的计量 预期信用损失，是指以发生违约的风险为权重的金融工具信用损失的加权平 均值。信用损失，是指本公司按照原实际利率折现的、根据合同应收的所有合同 现金流量与预期收取的所有现金流量之间的差额，即全部现金短缺的现值。其中， 对于本公司购买或源生的已发生信用减值的金融资产，应按照该金融资产经信用 调整的实际利率折现。 整个存续期预期信用损失，是指因金融工具整个预计存续期内所有可能发生 的违约事件而导致的预期信用损失。 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。 一、本次计提信用减值损失和资产减值损失情况概述 根据《企业会计准则》、《上海证券交易所股票上市规则》和江苏日盈电子 股份有限公司（以下简称"公司"）会计政策的规定，为了更加真实、准确的反 映公司截至2025年9月30日的资产及经营状况，基于谨慎性原则，公司对合并报 表范围内的各类资产进行了减 ...

江苏日盈电子股份有限公司 2025 年第三季度报告 证券代码：603286 证券简称：日盈电子 江苏日盈电子股份有限公司 2025 年第三季度报告 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。 重要内容提示： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 | 经营活动产生的现金流 | 不适用 | 不适用 | 62,531,140.23 | | 93.66 | | --- | --- | --- | --- | --- | --- | | 量净额 | | | | | | | 基本每股收益（元/股） | -0.01 | -150.00 | -0.16 | | -300.00 | | 稀释每股收益（元/股） | -0.01 | -150.00 | -0.16 | | -300.0 ...

Group 1 - The core point of the article is that 日盈电子 reported a revenue of 278 million yuan for the third quarter, representing a year-on-year growth of 18.93%, but incurred a net loss of 789,200 yuan [1] - For the first three quarters, the company achieved a revenue of 787 million yuan, which is a year-on-year increase of 15.04%, while the net loss amounted to 18.288 million yuan [1]

Core Insights - The best-performing fund managed by manager Song Lu in Q3 2025 is the Guotou Shuangzai LOF (161216), with a net value increase of 2.63% [1][2]. Fund Performance Summary - Guotou Shuangzai LOF has an annualized return of 6.52% and a scale of 12.45 billion yuan, with its top holding being Top Group [2]. - Guotou Ruijin Shuangzai Bond C has a scale of 1.85 billion yuan and an annualized return of 6.61%, with the same top holding [2]. - Guotou Ruijin Shuangzai Bond D has a scale of 0.46 billion yuan and an annualized return of 6.82%, also holding Top Group as its primary stock [2]. - Guotou Ruijin Shuangzai Bond E has a scale of 0.00 billion yuan and an annualized return of 6.42%, maintaining Top Group as its first heavy stock [2]. Manager's Historical Performance - During Song Lu's tenure as the manager of Guotou Ruijin New Opportunities Flexible Allocation Mixed A (000556), the cumulative return reached 128.11%, with an average annualized return of 22.5% [2]. - The fund had 116 adjustments in heavy stock holdings, with a success rate of 68.1% for profitable trades [2]. Notable Stock Adjustments - Significant stock adjustments include: - Tongwei Co., Ltd. was held from Q2 2020 to Q4 2020, yielding an estimated return of 120.32% with a company performance growth of 36.95% [3][5]. - Daying Electronics was held from Q2 2017 to Q3 2017, with an estimated return of 99.55% and a company performance growth of 15.29% [3][5]. - Ming Tai Aluminum was held from Q1 2022 to Q4 2022, resulting in an estimated return of -41.46%, despite a company performance growth of 12.87% [4][6].

Investment Opportunities - The report emphasizes three main investment opportunities in the automotive industry: robotics, commercial vehicle exports, and intelligent driving technology [1][2][3] Robotics Industry - Tesla's Optimus third-generation prototype is set to be released within the year, with plans for mass production of 1 million units by 2026. The upcoming shareholder meeting on November 6, 2025, will provide updates on this initiative [1][8] - Domestic companies such as Yushun, Zhiyuan, and Matrix Superintelligence are highlighted for their capital progress and order situations, with a focus on their supply chain developments [1][12][13] - The electronic skin technology is identified as a high-barrier sector, with significant advancements in domestic production. The dexterous hand is crucial for precise operations in robotics, with Elon Musk stating that its development accounts for half of the overall engineering effort [1][15][17] Commercial Vehicles - China's bus exports have shown strong growth, with total exports projected to increase from 48,000 units in 2022 to 82,000 units by 2024, reflecting a CAGR of 31%. In the first half of 2025, bus exports reached 47,000 units, a 27% year-on-year increase [1][22] - Major players in the bus export market, including King Long, Yutong, and Zhongtong, reported export figures of 9,239, 8,377, and 4,589 units respectively, with year-on-year growth rates of 27%, 5%, and 3% [2][25] Intelligent Driving - Huawei's ADS 4.0 was officially released in April 2025, with a large-scale rollout beginning in September 2025. This version focuses on architecture optimization, safety enhancement, motion control upgrades, and improved parking experiences [1][18] - The first travel vehicle equipped with Huawei's ADS 4.0, the Xiangjie S9t, has received positive consumer feedback, with pre-orders exceeding 40,000 units shortly after launch [1][19][21] Recommended Stocks - The report recommends focusing on key stocks such as Beiqi Blue Valley, which is enhancing its collaboration with Xiaoma Zhixing and Huawei in the autonomous driving sector [1][19] - Daying Electronics is noted for its strategic partnership with Tianshan Technology to promote tactile perception technology in automotive and robotics applications [1][20] - King Long Motors is highlighted for its strong export performance and growth potential in the commercial vehicle sector [1][22]

证券之星消息，10月13日汽车零部件板块较上一交易日下跌2.52%，日盈电子领跌。当日上证指数报收 于3889.5，下跌0.19%。深证成指报收于13231.47，下跌0.93%。汽车零部件板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000980 | 众泰汽车 | 3.96 | 10.00% | 446.21万 | | 17.17 亿 | | 600698 | 湖南天雁 | 11.20 | 6.67% | 90.31万 | | 2006.6 | | 603655 | 朗博科技 | 37.62 | 5.91% | 4.33万 | | 1.58亿 | | 002265 | 建设工业 | 33.00 | 4.73% | 49.91万 | | 16.22亿 | | 300237 | ST美晨 | 2.23 | 4.21% | 113.24万 | | 2.49亿 | | 605068 | 明新旭腾 | 25.97 | 4.13% | 7.02万 | | 1.76亿 ...

Core Viewpoint - Daying Electronics (603286) experienced a significant decline of 8.58% in stock price, with a trading volume of 5.82 billion yuan and a turnover rate of 11.55% on the day of reporting [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange's watchlist due to a price deviation of -8.39%, with a total net sell of 20.63 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction volume of 193 million yuan, with buying amounting to 86.19 million yuan and selling at 107 million yuan, resulting in a net sell of 20.63 million yuan [2] - The largest buying brokerage was Guotai Junan Securities Headquarters, with a purchase amount of 42.43 million yuan, while the largest selling brokerage was Xinda Securities, with a sell amount of 33.57 million yuan [2][3] Financial Performance - For the first half of the year, Daying Electronics reported a revenue of 509 million yuan, reflecting a year-on-year growth of 13.03%, but incurred a net loss of 17.50 million yuan [3] Fund Flow - The stock saw a net outflow of 39.99 million yuan in principal funds, with a significant outflow of 64.89 million yuan from large orders, while smaller orders saw a net inflow of 24.90 million yuan [2] - Over the past five days, the stock experienced a net inflow of 207 million yuan in principal funds [2]

Core Points - The Shanghai Composite Index fell by 0.45% today, with a trading volume of 1,187.92 million shares and a total transaction value of 19,319.18 billion yuan, a decrease of 5.04% compared to the previous trading day [1] Industry Performance - The top-performing industries included: - Non-ferrous metals: increased by 1.63%, with a transaction value of 1,706.59 billion yuan, up by 2.02% from the previous day, led by Yinhe Magnetic Materials, which rose by 20.01% [1] - Environmental protection: increased by 0.82%, with a transaction value of 225.49 billion yuan, down by 3.31%, led by Huicheng Environmental Protection, which rose by 20.00% [1] - Steel: increased by 0.58%, with a transaction value of 174.32 billion yuan, up by 17.44%, led by Guangdong Mingzhu, which rose by 10.06% [1] - The worst-performing industries included: - Automotive: decreased by 2.58%, with a transaction value of 998.80 billion yuan, down by 6.08%, led by Riying Electronics, which fell by 9.25% [2] - Home appliances: decreased by 1.98%, with a transaction value of 275.39 billion yuan, down by 10.32%, led by Rongtai Health, which fell by 6.58% [2] - Beauty care: decreased by 1.81%, with a transaction value of 40.80 billion yuan, down by 8.27%, led by Jiaheng Home Care, which fell by 16.55% [2]