重要内容提示： 证券代码：603286 证券简称：日盈电子 公告编号：2026-003 江苏日盈电子股份有限公司 股票交易异常波动公告 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。 江苏日盈电子股份有限公司（以下简称"公司"）股票于2026年1月16 日、1月19日、1月20日连续3个交易日内收盘价格涨幅偏离值累计超过20%，根据 《上海证券交易所交易规则》的有关规定，属于股票交易异常波动。 股价累计涨幅较大的风险：公司股价短期波动幅度较大，已明显偏离市 场走势，存在较高的炒作风险，目前公司股价已严重偏离上市公司基本面，未来 存在快速下跌的风险。公司股票于2026年1月16日、1月19日、1月20日连续3个交 易日内收盘价格涨幅偏离值累计超过20%。公司股票自2025年12月1日以来，累计 涨幅达60.79%，同期申万汽车零部件指数累计涨幅达14.00%，同期上证指数累计 上涨5.10%。公司股票短期涨幅严重高于同期行业涨幅及上证指数涨幅，存在市 场情绪过热的情形，但公司基本面没有重大变化。敬请广大投资者注意投资风险。 20 ...

Core Viewpoint - The company announced that its stock experienced an abnormal fluctuation with a cumulative closing price deviation exceeding 20% over three consecutive trading days in January 2026, indicating potential volatility in its stock performance [1] Group 1: Stock Performance - The company's stock price increased by 60.79% in the short term, significantly higher than the industry and index growth [1] - The stock's TTM price-to-earnings ratio is reported at -577 times, which is considerably higher than the industry average [1] Group 2: Financial Outlook - The company anticipates a net profit loss ranging from 33 million to 49 million yuan for the year 2025 [1] - The company has reported no revenue from its electronic skin products and no income from its humanoid robot-related business [1] Group 3: Risk Disclosure - The company has conducted a self-examination and confirmed that its production and operations are normal, with no undisclosed significant information [1] - The company has issued multiple risk warnings, advising investors to make rational decisions [1]

Market Overview - The automotive parts sector experienced a decline of 0.6% on January 20, with Superjet Co. leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable gainers in the automotive parts sector included: - Tieliu Co. (603926) with a closing price of 22.21, up 10.00% and a trading volume of 143,900 shares, totaling 312 million yuan [1] - Shanzi Gaoke (000981) closed at 5.42, up 6.69% with a trading volume of 15,167,200 shares [1] - Riying Electronics (603286) closed at 81.81, up 5.78% with a trading volume of 147,600 shares [1] - Other significant gainers included ST Bailing (002592), Dongli Xinke (600841), and Shanghai Yanpu (605128) with respective increases of 5.01%, 4.96%, and 4.56% [1] Capital Flow - The automotive parts sector saw a net outflow of 3.849 billion yuan from institutional investors, while retail investors contributed a net inflow of 3.251 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Key stocks with significant capital flow included: - Shanzi Gaoke (000981) with a net inflow of 444 million yuan from retail investors, but a net outflow of 171 million yuan from institutional investors [3] - Top Group (601689) had a net inflow of 136 million yuan from retail investors, despite a net outflow of 242 million yuan from institutional investors [3] - Huamao Technology (603306) saw a net inflow of 87.447 million yuan from institutional investors, while retail investors experienced a net outflow of 95.046 million yuan [3]

Core Viewpoint - The company, 日盈电子, forecasts a significant net loss for the year 2025, transitioning from profit in the previous year due to various operational challenges [2] Financial Performance Summary - For the year 2025, the company expects a net profit attributable to shareholders of the parent company to be between -49 million to -33 million yuan, indicating a shift from profit to loss compared to the previous year [2] - The expected net profit after deducting non-recurring gains and losses is projected to be between -57 million to -41 million yuan [2] - In contrast, the company's financial performance for 2024 showed a total profit of 17.59 million yuan, with a net profit attributable to shareholders of 11.23 million yuan and a net profit of 2.58 million yuan after deducting non-recurring items, resulting in an earnings per share of 0.10 yuan [2] Reasons for Expected Loss - The anticipated loss for 2025 is primarily attributed to intensified industry competition, pricing pressure from clients, and the initial capacity ramp-up of new production facilities, which has not yet realized scale effects [2] - The company's gross margin from core business operations has declined during the reporting period [2] - Additionally, the overall profitability has decreased year-on-year due to increased fixed asset depreciation, share-based payment amortization, and a sustained increase in research and development investments [2]

Core Viewpoint - The company, Jiangsu Riying Electronics Co., Ltd., anticipates a significant loss for the fiscal year 2025, with projected net profits ranging from -49 million to -33 million yuan, indicating a downturn compared to the previous year [2][3]. Performance Forecast - The company expects a net profit attributable to the parent company for 2025 to be between -49 million and -33 million yuan, reflecting a loss compared to the previous year's profit [2]. - The projected net profit, excluding non-recurring gains and losses, is estimated to be between -57 million and -41 million yuan for the same period [3]. Previous Year Performance - In the fiscal year 2024, the total profit was approximately 17.59 million yuan, with a net profit attributable to the parent company of about 11.24 million yuan [3]. - The net profit, after excluding non-recurring gains and losses for 2024, was around 2.58 million yuan [3]. - The earnings per share for the previous year were reported at 0.10 yuan [4]. Reasons for Expected Loss - The anticipated loss is primarily attributed to intensified industry competition, pricing pressures from clients, and the initial ramp-up of production capacity at new facilities, which has not yet fully realized scale effects [5]. - The overall profitability has declined year-on-year due to increased fixed asset depreciation, share-based payment amortization, and rising research and development expenditures [5].

Market Overview - The robotics sector experienced a significant surge today, with stocks such as Fenglong Co., Ltd. achieving a 14-day consecutive rise, and companies like Riying Electronics, Oke Yi, and Tieliu Co. reaching their daily price limits [1]. Stock Performance - Fenglong Co., Ltd. (002931.SZ) reached a price of 67.97, increasing by 10.00% with a market cap of 13.679 billion [2] - Riying Electronics (603286.SS) also saw a 10.00% increase, reaching 77.34 with a market cap of 8.926 billion [2] - Oke Yi (688308.SS) surged by 20.00% to 39.78, with no available market cap data [2] - Other notable performers include Banming Equipment (002270.SZ) at 32.49 (+9.99%), and Tieliu Co. (603926.SS) at 20.19 (+10.03%) [2] Industry Events - The 2026 Spring Festival Gala will feature robots again, enhancing industry visibility, as previous appearances by companies like Yushu Technology have shown [4] - OpenAI is reportedly seeking domestic hardware suppliers in the U.S. for core components of robots, indicating ambitions for large-scale production [4] - Qianxun Intelligent has open-sourced its VLA foundational model Spiritv1.5, achieving over 50% success in RoboChallenge evaluations, which supports technological iteration in the industry [4] Institutional Insights - Tesla's mass production is expected to initiate a cycle of growth in the supply chain, with domestic manufacturers poised to increase output from thousands to tens of thousands of units by mid-2026 [5] - The hardware supply chain for Tesla is consolidating, with domestic firms showing advantages in supply chain integration, cost control, and rapid product iteration [5] - The industry is accelerating towards mass production, with Chinese robotics companies showcasing integrated engineering capabilities at CES 2026 [5] - China holds significant advantages in supply chain completion, large-scale manufacturing, and cost reduction, with leading firms establishing production bases in Thailand to support Tesla's 2026 production plans [5]

受行业竞争加剧、客户降价压力及新厂房投产初期产能爬坡影响，公司当前规模效应尚未充分显现，报 告期内公司主营业务毛利率有所下降；受固定资产折旧摊销增加、股份支付摊销以及叠加持续加大的研 发投入的影响，报告期内公司整体盈利水平同比下降。 日盈电子（603286）(603286.SH)发布2025年年度业绩预告，预计2025年年度实现归属于母公司所有者 的净利润为-4900万元到-3300万元，与上年同期相比，将出现亏损。预计2025年年度实现归属于母公司 所有者的扣除非经常性损益的净利润为-5700万元到-4100万元。 ...

受行业竞争加剧、客户降价压力及新厂房投产初期产能爬坡影响，公司当前规模效应尚未充分显现，报 告期内公司主营业务毛利率有所下降；受固定资产折旧摊销增加、股份支付摊销以及叠加持续加大的研 发投入的影响，报告期内公司整体盈利水平同比下降。 智通财经APP讯，日盈电子(603286.SH)发布2025年年度业绩预告，预计2025年年度实现归属于母公司 所有者的净利润为-4900万元到-3300万元，与上年同期相比，将出现亏损。预计2025年年度实现归属于 母公司所有者的扣除非经常性损益的净利润为-5700万元到-4100万元。 ...

Market Overview - On January 19, the three major indices showed mixed results, with the Shanghai Composite Index performing strongly while the ChiNext Index experienced a pullback [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.71 trillion yuan, a decrease of 317.9 billion yuan compared to the previous trading day [1] - Over 3,500 stocks in the market rose, with 103 stocks hitting the daily limit [1] Sector Performance - The electric grid equipment sector saw significant gains, with over ten constituent stocks hitting the daily limit, including Baobian Electric and China West Electric [1] - The robotics sector experienced fluctuations but ultimately rose, with stocks like Wuzhou New Spring and Riyi Electronics hitting the daily limit [1] - The precious metals sector also performed well, with Sichuan Gold and Zhaojin Gold reaching the daily limit [1] - The tourism and hotel sector strengthened, with stocks such as Dalian Shengya and Jiuhua Tourism hitting the daily limit [1] - The commercial aerospace sector was active, with stocks like Jiuding New Materials and Yuexiu Capital hitting the daily limit, and Chaojie Co. rising over 15% [1] Stock Highlights - A total of 87 stocks hit the daily limit across the market (excluding ST and delisted stocks), with 11 stocks on consecutive limit-up days [1] - Notable stocks included: - Jiamei Packaging, which had 15 limit-up days in 22 days due to a change in actual controller [1] - Victory Energy, also with 15 limit-up days in 22 days [1] - Fenglong Co., with 14 consecutive limit-up days [1] - Youbang Ceiling, with 9 limit-up days in 13 days [1] - Xinhua Department Store, which had 4 limit-up days due to a share transfer [1] - Sanbian Technology in the smart grid sector, with 4 limit-up days in 5 days [1] Related Industry News 1) The State Grid Corporation's fixed asset investment is expected to reach 4 trillion yuan during the 14th Five-Year Plan, representing a 40% increase compared to the previous plan [11] 2) The establishment of a working group for commercial community service robots marks a new phase in standardization efforts in China's robotics sector [11] 3) Huatai Securities reports that the profitability of bulk chemicals is at a ten-year low, indicating a potential upward trend as the industry approaches a dual inflection point in capacity and inventory cycles [11]

Market Overview - The market experienced a pullback after an initial rise, with the Shenzhen Composite Index and the ChiNext Index turning negative. The total trading volume in the Shanghai and Shenzhen markets was 1.79 trillion yuan, a decrease of 198.5 billion yuan from the previous trading day [1] - The Shanghai Composite Index rose by 0.13%, while the Shenzhen Composite Index fell by 0.01%, and the ChiNext Index decreased by 0.64% [1] Sector Performance - The electric grid equipment sector saw significant gains, with companies like China Xidian, Dalian Electric Porcelain, and Guodian Electric reaching their daily price limits [1] - The commercial aerospace sector rebounded, with stocks such as Jinding New Materials and Yuexiu Capital also hitting their daily limits [3] - The tourism and hotel sector strengthened, with Dalian Shengya and Jiuhua Tourism achieving price limits [7] - The robotics sector experienced fluctuations, with stocks like Riying Electronics and Zhejiang Xiantong reaching their daily limits [5] Notable Stocks - A total of 44 stocks hit their daily limits in the morning session, with a limit rate of 67%. Notable stocks included Fenglong Co., which continued its streak with 14 consecutive price limits, and Xinhua Department Store with 4 consecutive limits [1] - In the electric grid equipment sector, stocks such as Shuangjie Electric and Yinen Electric saw significant increases of 17.65% and 13.89%, respectively [2] Investment Insights - The State Grid Corporation of China announced that its fixed asset investment is expected to reach 4 trillion yuan during the 14th Five-Year Plan period, a 40% increase compared to the previous plan, which is anticipated to drive high-quality development in the new power system supply chain [2][3] - The commercial aerospace sector is gaining momentum, with companies like Zhongke Aerospace completing their IPO guidance work, marking it as one of the fastest in the sector [4][13] Economic Indicators - The National Bureau of Statistics reported that the per capita disposable income for residents in 2025 is projected to be 43,377 yuan, with a nominal growth of 5.0% [29] - The GDP for 2025 is expected to exceed 140 trillion yuan, with a growth rate of 5.0% [30]