立达信物联科技股份有限公司： 本人于 2026 年 1 月 26 日收到贵公司发来的《关于立达信物联科技股份有限 公司股价异动的问询函》。经自查，回函如下： 本人作为贵公司控股股东、实际控制人，目前不存在正在筹划中涉及贵公司 的重大事项，包括但不限于重大资产重组、股份发行、重大交易类事项、业务重 组、股份回购、股权激励、破产重整、重大业务合作、引进战略投资者等重大事 项。 关于立达信物联科技股份有限公司 股价异动的问询函之回函 特此回复。 李江淮、米莉 2026 年 1 月 26 日 ...

证券日报网讯1月23日，立达信（605365）发布2025年年度业绩预告称，公司预计2025年年度归属于母 公司所有者的净利润18，736.68万元至21，859.46万元，与上年同期相比将减少47.69%至55.16%。 ...

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.61亿元，其中，买入成交额为4652.39 万元，卖出成交额为1.14亿元，合计净卖出6769.56万元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第二大卖出营业部，买入金额为 2284.91万元，卖出金额为2607.35万元，合计净卖出322.44万元。 近半年该股累计上榜龙虎榜7次，上榜次日股价平均涨1.54%，上榜后5日平均涨0.42%。 资金流向方面，今日该股主力资金净流出1.21亿元，其中，特大单净流出1.13亿元，大单资金净流出 801.11万元。近5日主力资金净流出1.17亿元。 立达信(605365)今日下跌9.95%，全天换手率4.61%，成交额5.14亿元，振幅9.45%。龙虎榜数据显示， 沪股通净卖出322.44万元，营业部席位合计净卖出6447.12万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-10.28%上榜，沪股通净卖出322.44万元。 2025年10月28日公司发布的三季报数据显示，前三季度公司共实现营业收入49.47亿元，同比增长 0.13%，实现净利润1.27亿元，同比下降54.35%。（数 ...

Core Viewpoint - The company Lida Xin (605365.SH) is expected to experience a significant decline in net profit for the year 2025, with projections indicating a decrease of 47.69% to 55.16% compared to the previous year [1] Financial Projections - The estimated net profit attributable to the parent company for 2025 is projected to be between 187.37 million and 218.59 million yuan [1] - The estimated net profit excluding non-recurring gains and losses for 2025 is projected to be between 128.22 million and 149.59 million yuan, reflecting a year-on-year decrease of 58.42% to 64.36% [1] Operational Challenges - The company faced challenges due to changes in U.S. tariff policies, prompting an acceleration of expansion at its Thailand base in the second quarter [1] - Increased local material procurement costs, production costs, and management expenses in Thailand, along with intensified industry competition, have led to a decline in product gross margins [1] Future Strategies - In 2026, the company plans to enhance product structure, improve supply chain management, optimize inventory management, and continue implementing cost control measures to improve operational quality [1]

Core Viewpoint - Lida Xin (605365.SH) expects a significant decline in net profit for the year 2025, with projections indicating a decrease of 47.69% to 55.16% compared to the previous year [1] Financial Performance - The company anticipates a net profit attributable to shareholders of the parent company ranging from 187.37 million to 218.59 million yuan for 2025 [1] - The expected net profit, excluding non-recurring gains and losses, is projected to be between 128.22 million and 149.59 million yuan, reflecting a year-on-year decrease of 58.42% to 64.36% [1] Operational Challenges - The company faced challenges due to changes in U.S. tariff policies, prompting an acceleration of expansion at its Thailand base in the second quarter [1] - Increased local material procurement costs, production costs, and management expenses in Thailand have contributed to a decline in product gross margins [1] - The company also anticipates significant impacts from fixed asset and inventory impairments, leading to a substantial drop in net profit compared to the previous year [1] Future Strategies - In 2026, the company plans to enhance product structure, improve supply chain management, optimize inventory management, and continue implementing cost control measures to improve operational quality [1]

证券代码：605365 证券简称：立达信 公告编号：2026-004 立达信物联科技股份有限公司 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： （二）业绩预告情况 经公司财务部门初步测算，预计 2025 年年度实现归属于母公司所有者的净 利润 18,736.68 万元至 21,859.46 万元，与上年同期相比，将减少 19,928.43 万元 至 23,051.21 万元，同比减少 47.69%至 55.16%。 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 12,822.25 万元至 14,959.29 万元，与上年同期相比，将减少 21,017.06 万元至 23,154.10 万元，同比减少 58.42%至 64.36%。 二、 上年同期经营业绩和财务状况 （一） 2024 年利润总额：48,272.18 万元。归属于母公司所有者的净利润： 41,787.89 万元。归属于母公司所有者的扣除非经常性损益的净利润：35,976.35 万元。 （二） 2 ...

Core Viewpoint - The company expects a significant decline in net profit for the year 2025, with projections indicating a decrease of 47.69% to 55.16% compared to the previous year, primarily due to various external and internal challenges [1] Financial Performance - The projected net profit for 2025 is estimated to be between 187.37 million and 218.59 million yuan, down from 417.88 million yuan in the previous year, reflecting a substantial reduction [1] - The expected non-recurring net profit is forecasted to be between 128.22 million and 149.59 million yuan, a decrease of 58.42% to 64.36% from 359.76 million yuan in the prior year [1] Factors Influencing Performance - The decline in profit margins is attributed to several factors, including the impact of U.S. tariff policies, rising production costs in Thailand, increased industry competition, and asset impairment [1] - The company plans to implement various measures in 2026 to enhance operational quality and address the challenges faced [1]

Market Overview - The lighting equipment sector experienced a decline of 1.3% on January 23, with Lida Xin leading the drop [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Individual Stock Performance - The following stocks in the lighting equipment sector showed notable performance: - Debang Lighting (603303) closed at 14.94, up 4.40% with a trading volume of 77,900 shares and a transaction value of 116 million [1] - Qingshang Co. (002638) closed at 3.25, up 1.56% with a trading volume of 439,900 shares and a transaction value of 14.3 million [1] - Foshan Lighting (000541) closed at 6.48, up 1.09% with a trading volume of 199,700 shares and a transaction value of 128 million [1] - Lida Xin (605365) closed at 21.91, down 9.95% with a trading volume of 231,600 shares and a transaction value of 514 million [2] Capital Flow Analysis - The lighting equipment sector saw a net outflow of 141 million from institutional investors, while retail investors experienced a net inflow of 92.35 million [2] - The following stocks had significant capital flow: - Foshan Lighting had a net inflow of 4.44 million from institutional investors, but a net outflow of 3.58 million from retail investors [3] - Debang Lighting had a net inflow of 3.72 million from institutional investors, with a significant net outflow of 14.17 million from retail investors [3] - Lida Xin experienced a net outflow of 4.81 million from institutional investors [3]

具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为 2980.36万元，卖出金额为2870.21万元，合计净买入110.15万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨3.84%，上榜后5日平均涨2.49%。 立达信(605365)今日下跌9.55%，全天换手率2.43%，成交额3.14亿元，振幅12.59%。龙虎榜数据显示， 沪股通净买入110.15万元，营业部席位合计净卖出398.50万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-9.69%上榜，沪股通净买入110.15万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.60亿元，其中，买入成交额为7840.21 万元，卖出成交额为8128.56万元，合计净卖出288.36万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 沪股通专用 | 2980.36 | | | 买二 | 兴业证券股份有限公司厦门鹭江道证券营业部 | 1433.11 | | | 买三 | 摩 ...

从资金流向上来看，当日照明设备板块主力资金净流出8319.19万元，游资资金净流入4019.54万元，散户 资金净流入4299.65万元。照明设备板块个股资金流向见下表： 证券之星消息，1月22日照明设备板块较上一交易日下跌1.53%，立达信领跌。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。照明设备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) | | --- | --- | --- | --- | --- | --- | | 920641 | 格利尔 | 21.56 | 2.91% | 3.07万 | 6534.83万 | | 300625 | 三雄极光 | 13.00 | 1.64% | 3.29万 | 4244.93万 | | 002638 | 勤上股份 | 3.20 | 1.27% | 41.43万 | 1.31亿 | | 920339 | 恒太照明 | 10.03 | 1.21% | 1.44万 | 1436.68万 | | 002724 | 海洋王 | 7.06 | 1.15% | 6.33 ...