Group 1 - The company anticipates a significant increase in net losses for the fiscal year 2025, with projected losses ranging from 140 million to 100 million yuan, representing an increase in losses of 69.25 million to 109.25 million yuan compared to the previous year, which translates to a year-on-year increase of 225.25% to 355.36% [3] - The expected net profit attributable to the parent company, after excluding non-recurring gains and losses, is projected to be between -130 million and -90 million yuan, indicating an increase in losses of 55.44 million to 95.44 million yuan compared to the previous year, which corresponds to a year-on-year increase of 160.47% to 276.24% [3] - The previous year's financial performance showed a total profit of -56.51 million yuan and a net profit attributable to the parent company of -30.75 million yuan, with a loss per share of -0.38 yuan [5] Group 2 - The anticipated losses are primarily attributed to the company's transition period between old and new business models, where new markets and products have not yet achieved significant scale. The consumer electronics sector, which accounts for over 60% of revenue, is facing challenges due to insufficient innovation demand from international clients and intensified supply chain competition due to global trade tensions [6] - The company has maintained high levels of investment in technological innovation and market expansion, leading to increased operational expenses. Additionally, depreciation costs have risen as some fundraising projects have reached operational status, and interest income from bank investments has decreased due to falling market rates [6] - The management is actively addressing the current challenges by conducting a systematic review of operations, analyzing pain points, and focusing on market expansion, resource optimization, and cost reduction to enhance overall profitability [7]

Core Viewpoint - The company, Andar Intelligent, announced an expected net loss for the year 2025, indicating a significant increase in losses compared to the previous year [1] Financial Performance - The projected net profit attributable to the parent company for 2025 is expected to be between -140 million yuan and -100 million yuan [1] - This represents an increase in losses of 69.25 million yuan to 109.25 million yuan compared to the same period last year [1] - The year-on-year increase in losses is estimated to be between 225.25% and 355.36% [1]

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 ...

Core Viewpoint - The company, Andar Intelligent, anticipates a significant increase in net losses for the fiscal year 2025, projecting a net profit attributable to the parent company of between -140 million to -100 million yuan, representing a year-on-year increase in losses of 225.25% to 355.36% [1] Financial Performance - The expected non-recurring net profit is projected to be between -130 million to -90 million yuan, indicating a year-on-year increase in losses of 160.47% to 276.24% [1] - In the same period last year, the net profit attributable to the parent company was -31 million yuan [1] Reasons for Performance - The anticipated losses are primarily due to the company being in a transitional phase between old and new growth drivers, with new markets and products not yet achieving scale [1] - Increased expenditures related to technological innovation and market expansion have contributed to higher operating costs, alongside increased depreciation expenses, reduced investment income, and increased impairment losses [1]

Group 1 - The core viewpoint of the news is that Andar Intelligent experienced a decline in stock price and trading volume, with significant financing activity indicating high leverage levels [1] - On January 22, Andar Intelligent's stock fell by 2.49%, with a trading volume of 138 million yuan, and a net financing purchase of 2.198 million yuan [1] - As of January 22, the total margin balance for Andar Intelligent was 207 million yuan, accounting for 1.45% of its market capitalization, indicating a high leverage position compared to the past year [1] Group 2 - As of September 30, the number of shareholders for Andar Intelligent was 3,932, a decrease of 8.32% from the previous period, while the average circulating shares per person increased by 10.11% to 5,775 shares [2] - For the period from January to September 2025, Andar Intelligent reported a revenue of 501 million yuan, a year-on-year decrease of 8.01%, and a net profit attributable to shareholders of -96.9737 million yuan, a decline of 933.97% [2] Group 3 - Since its A-share listing, Andar Intelligent has distributed a total of 133 million yuan in dividends, with 52.6344 million yuan distributed over the past three years [3]

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]