报告期内公司经营遇到了阶段性的挑战，消费电子等传统应用领域业务承压，AI服务器、氢能源等新 兴业务正处于拓展期，公司正处于新旧动能转换的关键时期。为此，管理层高度重视当前情况，并积极 采取应对措施，通过开展系统性复盘，公司深入剖析了运营中存在的痛点与难点，持续推进市场开拓、 资源配置优化及降本增效等工作，努力提升公司整体盈利水平。 格隆汇1月25日丨安达智能(688125.SH)公布，预计2025年年度实现归属于母公司所有者的净利润 为-14,000.00万元到-10,000.00万元，与上年同期（法定披露数据）相比，亏损将增加6,925.48万元到 10,925.48万元，同比增亏225.25%到355.36%。 预计2025年年度实现归属于母公司所有者扣除非经常性损益后的净利润为-13,000.00万元到-9,000.00万 元，与上年同期（法定披露数据）相比，亏损将增加5,544.77万元到9,544.77万元，同比增亏160.47%到 276.24%。 ...

Group 1 - The company, Andar Intelligent, forecasts a net loss attributable to shareholders of the parent company between -140 million to -100 million yuan for the year 2025, indicating an increase in losses compared to the previous year by 69.25 million to 109 million yuan, representing a year-on-year increase in losses of 225.25% to 355.36% [1] - The primary reason for the performance change is that the company is in a transitional phase between old and new growth drivers, with new markets and products not yet achieving significant scale [1] - The company's smart device products are applied across various industries, including consumer electronics, automotive electronics, AI servers, and new energy, with consumer electronics expected to account for over 60% of revenue [1] Group 2 - In the traditional consumer electronics market, the company faces reduced revenue from international clients due to insufficient product innovation demand and intensified supply chain competition caused by escalating global trade tensions [1] - Although the company has made some business progress in emerging markets such as AI servers and hydrogen energy, the shipment volume of smart device products in these markets has not yet reached a scalable level [1]

（一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 证券代码：688125 证券简称：安达智能 公告编号：2026-001 广东安达智能装备股份有限公司 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、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 2025 年年度归属于母公司所有者的净利润预计出现亏损，主要受以下因素 的综合影响： （二）业绩预告情况 经广东安达智能装备股份有限公司（以下简称"公司"）财务部门初步测算： 1、预计 2025 年年度实现归属于母公司所有者的净利润为-14,000.00 万元到 -10,000.00 万元，与上年同期（法定披露数据）相比，亏损将增加 6,925.48 万元 到 10,925.48 万元，同比增亏 225.25%到 355.36%。 2、预计 2025 年年度实现归属于母公司所有者扣除非经常性损益后的净利润 为-13,000.00 万元到-9,000.00 万元，与上年同期（法定披露数据）相比，亏损将 增加 5,544.77 万元到 9,544 ...

安达智能公告称，预计2025年年度归属于母公司所有者的净利润为-1.40亿元到-1.00亿元，同比增亏 225.25%到355.36%；扣非净利润为-1.30亿元到-0.90亿元，同比增亏160.47%到276.24%。上年同期归母 净利润为-0.31亿元。业绩预亏主要因公司处于新旧动能转换期，新市场新产品未规模化放量，且技术 创新与市场开拓投入使期间费用增加，折旧费用增加、理财利息收入减少、减值损失增加。 ...

融资方面，安达智能当日融资买入1640.20万元。当前融资余额2.07亿元，占流通市值的1.45%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，安达智能1月22日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，广东安达智能装备股份有限公司位于广东省东莞市寮步镇向西东区路17号，成立日期2008年 4月25日，上市日期2022年4月15日，公司主营业务涉及从事流体控制设备、等离子设备、固化及组装设 备等智能制造装备的研发、生产和销售。主营业务收入构成为：流体控制设备36.94%，固化及其他设 备35.08%，配件及技术服务27.10%，等离子设备0.86%，其他(补充)0.02%。 1月22日，安达智能跌2.49%，成交额1.38亿元。两融数据显示，当日安达智能获融资买入额1640.20万 元，融资偿还1420.40万元，融资净买入219.80万元。截至1月22日，安达智能融资融券余额合计2.07亿 元。 截至9月30日，安达智能股东户数3932.00，较上期减少8.32%；人均 ...

Core Viewpoint - Company has reported that a portion of its products has been exported to certain EU member countries in recent years, although this segment contributes a very low percentage to the overall revenue [1] Group 1 - The company primarily utilizes direct sales as its main sales method [1] - The revenue from exports to EU member countries is minimal compared to the company's total operating income [1]

Company Performance - Andar Intelligent's stock price has reached a new historical high, with 11 trading days in the past month where the stock price has set new records [2] - As of 09:32, the stock is up 3.15%, priced at 180.39 yuan, with a trading volume of 55,200 shares and a transaction amount of 9.96 million yuan [2] - The latest total market capitalization of the stock is 14.815 billion yuan, and the circulating market value is 14.736 billion yuan [2] - The company's Q3 report shows a total operating revenue of 501 million yuan for the first three quarters, a year-on-year decrease of 8.01%, and a net profit of -96.9737 million yuan, a year-on-year decrease of 933.97% [2] Industry Overview - The machinery equipment industry, to which Andar Intelligent belongs, has an overall increase of 0.80%, with 445 stocks rising, including Nanfeng Co., Sanjia Technology, and Guangli Technology, which have increased by 7.89%, 7.25%, and 7.21% respectively [2] - Conversely, 129 stocks in the industry have declined, with the largest decreases seen in Julite Rigging, Nanxing Co., and Luxin Investment, which have decreased by 10.00%, 9.92%, and 9.73% respectively [2] Margin Trading Data - The latest margin trading balance for Andar Intelligent as of January 15 is 223 million yuan, with a financing balance of 223 million yuan, reflecting an increase of 4.455 million yuan over the past 10 days, a growth of 2.04% [2]

Group 1 - The core transaction on January 13 involved a block trade of 100,000 shares of Andar Intelligent, with a total transaction value of 16.418 million yuan and a transaction price of 164.18 yuan per share [1] - The buyer and seller for this transaction were both from the same brokerage, CITIC Securities Co., Ltd., Shenzhen Binhai Avenue Securities Branch [1] - In the last three months, Andar Intelligent has recorded a total of 11 block trades, amounting to a cumulative transaction value of 121 million yuan [2] Group 2 - The closing price of Andar Intelligent on the day of the transaction was 164.18 yuan, reflecting a decrease of 2.57%, with a daily turnover rate of 1.54% and a total trading volume of 207 million yuan [2] - Over the past five days, the stock has increased by 15.84%, with a net inflow of funds totaling 47.4362 million yuan [2] - The latest margin financing balance for Andar Intelligent is 22.3 million yuan, which has increased by 3.0263 million yuan, representing a growth of 15.69% over the past five days [3]

Core Viewpoint - On January 13, 14 stocks from the STAR Market experienced block trading, with a total transaction amount of 315 million yuan and a cumulative trading volume of 9.96 million shares [1]. Group 1: Trading Overview - A total of 38 block trades were recorded for the 14 STAR Market stocks, with the highest transaction amount attributed to Hu Silicon Industry, which had a trading volume of 6.61 million shares and a transaction amount of 149 million yuan [1]. - Other notable transactions included Huaxi Biological and Mingwei Electronics, with transaction amounts of 58.29 million yuan and 26.62 million yuan, respectively [1]. - The average price of block trades for the stocks showed significant variations, with some stocks trading at discounts to their closing prices, such as Zhongkong Technology at a discount rate of 27.20% [1][4]. Group 2: Price Performance - The STAR 50 Index fell by 2.80% on the same day, with 167 stocks, or 27.83%, experiencing price increases [1]. - Among the stocks involved in block trading, the average price change was a decrease of 0.10%, with notable gainers including Zhuoyi Information, Zhongkong Technology, and Huaxi Biological, which saw increases of 13.13%, 9.90%, and 2.25%, respectively [1]. - Conversely, stocks like Bolite, Mingwei Electronics, and Hu Silicon Industry faced declines of 11.41%, 4.87%, and 3.27% [1]. Group 3: Institutional Participation - Out of the block trades, 13 transactions involved institutional buyers or sellers, focusing on three stocks, with Huaxi Biological leading in institutional buy amounts at 22.17 million yuan [2]. - Other significant institutional purchases included Tiannai Technology and Yunlu Co., with buy amounts of 7.09 million yuan and 2.01 million yuan, respectively [2]. - In terms of capital flow, four stocks saw net inflows, with Huaxi Biological, Yunlu Co., and Lante Optical leading in net inflow amounts of 67.52 million yuan, 14.59 million yuan, and 10.73 million yuan, respectively [2].

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！ 责任编辑：小浪快报 1月13日，安达智能收跌2.57%，收盘价为164.18元，发生1笔大宗交易，合计成交量10万股，成交金额 1641.8万元。 进一步统计，近3个月内该股累计发生11笔大宗交易，合计成交金额为1.21亿元。该股近5个交易日累计 上涨15.84%，主力资金合计净流入4202.28万元。 第1笔成交价格为164.18元，成交10.00万股，成交金额1,641.80万元，溢价率为0.00%，买方营业部为中 信证券股份有限公司深圳滨海大道证券营业部，卖方营业部为中信证券股份有限公司深圳滨海大道证券 营业部。 ...