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徕木股份:回应无人驾驶技术开发及L3自动驾驶技术开发情况
Xin Lang Cai Jing· 2026-01-20 11:19
Core Viewpoint - The company has developed over 2,000 automotive connectors and components, covering various systems including smart cockpits, advanced driver assistance systems, engines, and vehicle connection systems [1] Group 1: Product Development - The company has a comprehensive product range that includes smart cockpit, advanced driver assistance, engine, three-electric systems, and overall vehicle connection systems [1] - The company is leveraging Time-Sensitive Networking (TSN) technology to participate in the development of advanced driver assistance technologies [1] Group 2: Autonomous Driving - The company is involved in the development of technologies related to autonomous driving, specifically inquiring about participation in Level 3 (L3) autonomous driving technology development [1]
徕木股份:与多家人形机器人厂商有合作,经营情况以公告为准
Xin Lang Cai Jing· 2026-01-20 11:19
尊敬的投资者,您好!公司具体经营情况请以公司定期报告及临时公告为准,敬请投资者注意投资风 险,感谢您的关注。查看更多董秘问答>> 董秘回答(徕木股份SH603633): 投资者提问: 根据豆包分析,公司在人形机器人领域合作:智元机器人:精密连接器及线束合格供应商,小批量供 货、研发送样中;星动纪元:结构件与外观件定点,开模验证阶段,有望切入特斯拉 Optimus 供应链; 优必选 / 宇树:灵巧手关节连接器独家供应Walker X、Go1等头部产品;其他客户:数字华夏、新动机 源、灵猴、海康威视等结构件供货。公司目前与哪些人形机器人厂商开展了合作? 免责声明:本信息由新浪财经从公开信息中摘录,不构成任何投资建议;新浪财经不保证数据的准确 性,内容仅供参考。 ...
投资者提问:徕木股份与湖南大学举行嵌入式与网络计算湖南省重点实验室产学研第...
Xin Lang Cai Jing· 2026-01-20 11:19
尊敬的投资者,您好!公司具体经营情况请以公司定期报告及临时公告为准,敬请投资者注意投资风 险,感谢您的关注。查看更多董秘问答>> 投资者提问: 免责声明:本信息由新浪财经从公开信息中摘录,不构成任何投资建议;新浪财经不保证数据的准确 性,内容仅供参考。 徕木股份与湖南大学举行嵌入式与网络计算湖南省重点实验室产学研第一阶段成果交接仪式上,董事长 朱新爱与常万里教授分别发表了致辞。双方共同完成了第一阶段TSN原型系统设计与实现项目研发成果 交接,并正式启动了第二阶段的研发工作,开展研究面向智能汽车自动驾驶领域、AI应用的多核异构 操作系统。请问:面向智能汽车自动驾驶领域、AI应用的多核异构操作系统有何新进展吗? 董秘回答(徕木股份SH603633): ...
受行业环境与资产减值影响,徕木股份2025年预亏1亿-1.5亿元
Ju Chao Zi Xun· 2026-01-20 03:43
Core Viewpoint - The company, Laimu Co., Ltd., has announced a profit warning for the year 2025, expecting a net loss attributable to shareholders of the parent company between -150 million to -100 million yuan, indicating a significant decline compared to the previous year's profit [2] Financial Performance Summary - For the fiscal year 2024, the company reported a total profit of 77.98 million yuan, with a net profit attributable to shareholders of 73.50 million yuan and a net profit of 72.77 million yuan after deducting non-recurring gains and losses, resulting in an earnings per share of 0.17 yuan [2] Reasons for Expected Loss in 2025 - The anticipated loss for 2025 is attributed to two main factors: - The tightening pricing strategies of automakers in the context of the global automotive industry's shift towards electrification and intelligence, leading to a price reduction for some of the company's products. Additionally, the prices of key raw materials, such as copper, have reached historical highs, further increasing production costs, with an expected operational loss of -50 million to -30 million yuan for 2025 [2] - Rapid changes in the market environment and product updates have resulted in impairment signs for some inventory and fixed assets, with the estimated impact of impairment provisions on current profits expected to be between -100 million to -70 million yuan [2]
CPO概念股普跌
Ge Long Hui· 2026-01-20 02:08
Group 1 - The A-share market saw a decline in CPO concept stocks, with Tian Tong Co. nearing the limit down, Cambridge Technology dropping over 5%, and several other companies experiencing declines of more than 3% [1] - Cambridge Technology recently released a performance forecast, expecting a net profit attributable to shareholders of 252 million to 278 million yuan for the fiscal year 2025, representing a year-on-year increase of 51.19% to 66.79% [1] - For the first three quarters of 2025, Cambridge Technology's net profit attributable to shareholders was 259 million yuan, indicating that the expected net profit for Q4 2025 is projected to be between -7 million to 19 million yuan, which is below analysts' consensus forecast of 139 million yuan [1] Group 2 - Tian Tong Co. experienced a decline of 9.67% with a total market value of 14.2 billion yuan and a year-to-date decline of 12.49% [2] - Cambridge Technology's stock fell by 5.32%, with a total market value of 39 billion yuan and a year-to-date decline of 17.70% [2] - New Yi Sheng's stock dropped by 4.25%, with a total market value of 383.7 billion yuan and a year-to-date decline of 10.41% [2]
上海徕木电子股份有限公司 2025年年度业绩预告
Zheng Quan Ri Bao· 2026-01-19 22:46
证券代码:603633 证券简称:徕木股份 公告编号:2026-001 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: ● 业绩预告的具体适用情形:净利润为负值。 ● 经财务部门初步测算,预计2025年度实现归属于母公司所有者的净利润-15,000万元到-10,000万元, 与上年同期(法定披露数据)相比,将出现亏损。 ● 预计2025年度实现归属于母公司所有者的扣除非经常性损益后的净利润-15,000万元到-10,000万元。 ● 本期业绩预告情况未经注册会计师审计。 一、本期业绩预告情况 (一)业绩预告期间 2025年1月1日至2025年12月31日 (三)本期业绩预告情况未经注册会计师审计。 二、上年同期经营业绩和财务状况 (一)利润总额:7,798.01万元。归属于母公司所有者的净利润:7,349.56万元。归属于母公司所有者的 扣除非经常性损益的净利润:7,277.47万元。 (二)每股收益:0.17元。 三、本期业绩预亏的主要原因 (一)在当前全球汽车行业向电动化与智能化深度转型的背景下,一方面,整 ...
徕木股份:预计2025年净利润亏损1亿元~1.5亿元
Mei Ri Jing Ji Xin Wen· 2026-01-19 09:35
Core Viewpoint - The company, Lai Mu Co., Ltd. (stock code: 603633), anticipates a net loss attributable to shareholders of the parent company ranging from 100 million to 150 million yuan for the fiscal year 2025, a significant decline from a net profit of 73.5 million yuan in the same period last year [2]. Group 1 - The tightening pricing strategies among vehicle manufacturers have led to price reductions for certain products [2]. - The prices of key metal raw materials, particularly copper, reached historical highs during the reporting period, further increasing production costs [2].
徕木股份:预计2025年净利润亏损1亿元—1.5亿元
Core Viewpoint - The company, Lai Mu Co., Ltd. (603633), expects to report a net loss attributable to shareholders of the parent company ranging from 100 million to 150 million yuan for the fiscal year 2025, compared to a net profit of 73.4956 million yuan in the same period last year [1] Group 1 - The tightening pricing strategy among vehicle manufacturers has led to a reduction in the prices of certain products [1] - The prices of key raw materials, particularly copper, have reached historical highs during the reporting period, further increasing production costs [1]
徕木股份(603633) - 2025 Q4 - 年度业绩预告
2026-01-19 09:00
业绩预告的具体适用情形:净利润为负值。 证券代码:603633 证券简称:徕木股份 公告编号:2026-001 经财务部门初步测算,预计 2025 年度实现归属于母公司所有者的净利润 -15,000 万元到-10,000 万元,与上年同期(法定披露数据)相比,将出现亏损。 预计 2025 年度实现归属于母公司所有者的扣除非经常性损益后的净利 润-15,000 万元到-10,000 万元。 上海徕木电子股份有限公司 2025 年年度业绩预告 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: 本期业绩预告情况未经注册会计师审计。 一、本期业绩预告情况 (一)业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日 (二)业绩预告情况 经财务部门初步测算,预计 2025 年年度实现归属于母公司所有者的净利润 -15,000 万元到-10,000 万元,与上年同期(法定披露数据)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后的净利润 -15,000 万元到-10 ...
徕木股份(603633.SH):2025年预亏1亿元至1.5亿元
Ge Long Hui A P P· 2026-01-19 08:52
本期业绩预亏的主要原因:(一)在当前全球汽车行业向电动化与智能化深度转型的背景下,一方面, 整车厂商定价策略普遍收紧,导致部分产品价格下调;另一方面,以铜材为代表的关键金属原材料价格 在报告期内达到历史新高,进一步推高了生产成本。2025年度公司经营性业绩亏损预计-5,000万元 至-3,000万元。(二)随着市场环境迅速变化和产品更新迭代影响,公司部分存货、固定资产等出现减 值迹象,公司针对上述资产计提了减值准备,对本期利润影响预计-10,000万元至-7,000万元。 格隆汇1月19日丨徕木股份(603633.SH)公布,经财务部门初步测算,预计2025年年度实现归属于母公司 所有者的净利润-15,000万元到-10,000万元,与上年同期(法定披露数据)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后的净利润-15,000万元到-10,000万元。 ...