（文章来源：证券日报） 证券日报网讯 12月11日晚间，立达信发布公告称，公司于近日收到容诚会计师事务所（特殊普通合 伙）（简称"容诚会计师事务所"）出具的《关于变更签字会计师的告知函》。容诚会计师事务所作为公 司2025年度财务报表和内部控制审计机构，原委派邓小勤女士、黄卉女士、余道前先生作为签字注册会 计师为公司提供审计服务，因容诚会计师事务所内部工作调整，现指派谢培仁先生接替邓小勤女士作为 公司签字注册会计师（项目合伙人）。 ...

证券代码：605365 证券简称：立达信 公告编号：2025-046 立达信物联科技股份有限公司 二、本次变更签字注册会计师的基本信息、诚信记录及独立性情况 （一）基本信息 项目签字注册会计师：谢培仁，1994 年成为中国注册会计师，1994 年开始 从事上市公司审计业务，2019 年开始在容诚会计师事务所执业，2025 年开始为 公司提供审计服务，近三年为多家上市公司提供年报审计等证券服务。 （二）诚信记录 谢培仁先生近三年未曾因执业行为受到刑事处罚，未受到证监会及其派出机 构、行业主管部门的行政处罚、监督管理措施，未受到证券交易场所、行业协会 等自律组织的自律监管措施。2024 年受到深圳证券交易所通报批评的处分一次。 关于变更签字注册会计师的公告 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。 立达信物联科技股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日 召开第二届董事会第十六次会议，2025 年 5 月 13 日召开 2024 年年度股东大 会，审议通过了《关于续聘 2025 年度会计师事务所的议案 ...

12月10日，立达信大宗交易成交103万股，成交额1876.66万元，占当日总成交额的12.58%，成交价 18.22元，较市场收盘价20.59元折价11.51%。 | 交易日期 | 证券间称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 类出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-12-10 | 立达信 | 605365 | 18.22 | 236.86 | 13 | 机构专用 | 1 | 香 | | 2025-12-10 | 立达信 | 605365 | 18.22 | 236.86 | 13 | 机构专用 | | 문 | | 2025-12-10 | 立达信 | 605365 | 18.22 | 200.42 | 11 | 机构专用 | 1 | Ka | | 2025-12-10 | 立达信 | 605365 | 18.22 | 200.42 | 11 | 机构专用 | 12 21 | 屋 | | 2025-12-10 | 立达信 | 60536 ...

证券之星消息，12月10日照明设备板块较上一交易日上涨0.89%，立达信领涨。当日上证指数报收于 3900.5，下跌0.23%。深证成指报收于13316.42，上涨0.29%。照明设备板块个股涨跌见下表： 从资金流向上来看，当日照明设备板块主力资金净流出168.47万元，游资资金净流出679.19万元，散户 资金净流入847.66万元。照明设备板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Core Viewpoint - The company, Lida Xin, is experiencing a decline in net profit while maintaining a significant portion of its revenue from overseas markets, benefiting from the depreciation of the RMB. Group 1: Company Performance - As of September 30, Lida Xin reported a revenue of 4.947 billion yuan, a year-on-year increase of 0.13%, while the net profit attributable to the parent company was 127 million yuan, a decrease of 54.35% year-on-year [8] - The company has distributed a total of 585 million yuan in dividends since its A-share listing, with 523 million yuan distributed over the past three years [9] Group 2: Business Operations - Lida Xin's main business includes the research, development, manufacturing, sales, and service of LED lighting products, smart home, and smart building IoT products [7] - The revenue composition of the company is as follows: lighting products and accessories 64.10%, IoT products and accessories 25.14%, home appliances and accessories 8.04%, and other products 1.56% [7] Group 3: Market Position and Strategy - The company has a significant overseas revenue share of 89.22%, benefiting from the depreciation of the RMB [3] - Lida Xin is collaborating with Huawei on the HarmonyOS, aiming to explore new forms of smart living in the intelligent lighting sector [2] Group 4: Stock Performance - On December 9, Lida Xin's stock price fell by 0.60%, with a trading volume of 131 million yuan and a turnover rate of 1.30%, resulting in a total market capitalization of 10.05 billion yuan [1]

Market Overview - The lighting equipment sector saw a slight increase of 0.03% on December 8, with Lida Xin leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Stock Performance - Lida Xin (605365) closed at 20.14, with a rise of 2.34% and a trading volume of 113,700 shares, amounting to a transaction value of 228 million yuan [1] - Other notable performers included: - Sanxiong Aurora (300625) at 12.55, up 1.46% [1] - Lianyu Co., Ltd. (001326) at 44.32, up 1.09% [1] - Minexplosion Optoelectronics (301362) at 41.23, up 0.81% [1] - Greer (920641) at 18.69, up 0.54% [1] Capital Flow - The lighting equipment sector experienced a net outflow of 47.48 million yuan from institutional investors, while retail investors saw a net inflow of 44.95 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Lida Xin had a net inflow of 10.68 million yuan from institutional investors, but saw a net outflow of 7.54 million yuan from retail investors [3] - Greer experienced a net inflow of 2.12 million yuan from institutional investors, while retail investors had a net outflow of 0.49 million yuan [3] - Other stocks like Sunshine Lighting (600261) and Minexplosion Optoelectronics (301362) also showed varied capital flows, reflecting differing investor sentiments [3]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：证券之星 近日，智能照明企业立达信（605365.SH）的股价走势有如"过山车"。在发布三季报后的三个交易日， 公司股价上扬逾20%，触发异常波动警报。直至实控人姐姐李春华抛出减持计划，此前涨幅尽数回吐， 市场情绪降温。12月以来，公司股价再度走高，六个交易日涨近15%，截至12月8日收盘，公司股价再 度站上20元/股。 值得一提的是，表面热闹的异动上涨背后，是一份"增收不增利"的业绩单。前三季，立达信在营收近乎 零增长的同时，归母净利润同比锐减超五成。更值得警惕的是，公司经营性现金流净额同比暴跌 96.16%。 从更长的时间维度观察，证券之星注意到，立达信主营业务表现持续波动，扣非净利润呈现"一年增一 年减"的不稳定态势。其根源或在于"品牌与代工双主业"战略尚未真正落地。公司仍高度依赖出口代工 业务，贡献约八成营收，而被寄予厚望的自主品牌经过多年培育，收入贡献仍不足两成，难以支撑持续 增长。 更让市场担忧的是，在行业加速智能化的背景下，立达信研发费用却出现同比下滑。这一举措与其宣称 的科技公司定位明显相悖，引发市场对其未来产品竞 ...

单位：元 币别：人民币 | 序号 | 项目 | 计提金额 | 备注 | | --- | --- | --- | --- | | 1 | 资产减值准备 | 27,160,163.56 | 存货跌价减值准备 | | | | 0 | 固定资产减值准备 | | 2 | 信用减值准备 | 19,308,732.20 | 应收票据减值准备、应收账款减值 准备、其他应收款减值准备 | | | 合计 | 46,468,895.76 | / | 注：上表中正数表示计提，负数表示冲回。 二、 计提资产减值准备事项的具体说明 证券代码：605365 证券简称：立达信 公告编号：2025-045 立达信物联科技股份有限公司 关于计提资产减值准备的公告 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。 为真实、准确地反映公司资产状况和经营成果，根据《企业会计准则》和公 司会计政策的相关规定，基于谨慎性原则，公司对合并报表范围内的相关资产进 行了减值测试并计提了相应的资产减值准备，具体情况如下： 一、 计提资产减值准备的情况概述 2025 年 7 月 1 ...

Core Viewpoint - The company, Lida Xin, is experiencing a decline in stock price and has a significant overseas revenue proportion, benefiting from the depreciation of the RMB. Group 1: Company Overview - Lida Xin is primarily engaged in the research, manufacturing, sales, and service of LED lighting products, smart home, and smart building IoT products. The main revenue sources are lighting products and accessories (64.10%), IoT products and accessories (25.14%), home appliances and accessories (8.04%), and other products (1.56%) [7] - As of September 30, the number of shareholders increased to 14,600, with an average of 34,370 circulating shares per person, a decrease of 13.88% [8] - The company was established on April 7, 2015, and went public on July 20, 2021 [7] Group 2: Financial Performance - For the period from January to September 2025, Lida Xin achieved a revenue of 4.947 billion, a year-on-year increase of 0.13%, while the net profit attributable to the parent company was 127 million, a decrease of 54.35% [8] - The company has distributed a total of 585 million in dividends since its A-share listing, with 523 million distributed over the past three years [9] Group 3: Market Activity - On December 2, Lida Xin's stock price fell by 0.96%, with a trading volume of 77.2431 million and a turnover rate of 0.87%, resulting in a total market capitalization of 8.835 billion [1] - The stock has seen a net outflow of 2.8483 million from major investors today, with a lack of clear trends in major holdings [4][5] Group 4: Strategic Partnerships and Innovations - The company has partnered with Huawei's HarmonyOS to explore new forms of smart living in the intelligent lighting sector, leveraging the open-source HarmonyOS for device interconnectivity [2] - Lida Xin has developed algorithm models for security monitoring, including facial recognition and sound detection, which have been successfully integrated into its smart monitoring and sensing products [2] Group 5: International Business Strategy - As of the 2024 annual report, overseas revenue accounted for 89.22% of total revenue, benefiting from the depreciation of the RMB [3] - The company has taken preemptive measures for inventory in anticipation of market changes, including price adjustments for some products to mitigate tariff impacts [2]

Core Insights - The lighting equipment sector experienced a 0.75% increase on December 1, with Xiaosong Co. leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Stock Performance - Xiaosong Co. (002723) closed at 8.28, up 6.70% with a trading volume of 325,600 shares and a turnover of 266 million yuan [1] - Greer (920641) closed at 19.40, up 5.95% with a trading volume of 26,900 shares and a turnover of 51.14 million yuan [1] - Foshan Lighting (000541) closed at 6.20, up 1.47% with a trading volume of 76,400 shares and a turnover of 47.16 million yuan [1] - Other notable performances include Lida Xin (605365) at 17.77, up 0.91%, and Qingshang Co. (002638) at 3.36, up 0.90% [1] Capital Flow - The lighting equipment sector saw a net inflow of 5.63 million yuan from institutional investors, while retail investors experienced a net outflow of 11.56 million yuan [2] - The main capital inflow was observed in Xiaosong Co. with a net inflow of 13.93 million yuan, while Qingshang Co. had a net inflow of 7.48 million yuan [3] - Conversely, stocks like Debang Lighting (603303) and Hengtai Lighting (920339) experienced net outflows of 1.19 million yuan and 0.58 million yuan respectively [3]