格隆汇2月24日丨精进电动(688280.SH)公布，近日，公司收到股东诚辉国际及股东超越摩尔出具的《减 持股份进展结果告知函》，截至本公告日，股东诚辉国际已通过集中竞价方式减持公司股份590.22万 股，占公司总股本的1.00%，本次减持计划已实施完毕；股东超越摩尔本次未实施减持，仍持有公司 3809.52万股，占公司总股本的6.45%，本次减持计划已实施完毕。 ...

南财智讯2月24日电，精进电动公告，公司股东诚辉国际通过集中竞价方式减持公司股份5,902,216股， 占公司总股本的1.00%，本次减持计划已实施完毕；股东超越摩尔未实施减持。 ...

精进电动公告称，此前诚辉国际、超越摩尔因自身经营及资金需求，分别拟减持不超1%、1.5%公司股 份。截至公告日，诚辉国际已通过集中竞价减持590.22万股，占总股本1%，减持总金额6199.00万元， 减持计划实施完毕，当前持股比例降至8.19%；超越摩尔本次未实施减持，仍持股3809.52万股，占总股 本6.45%，减持计划实施完毕。 ...

Market Overview - The A-share market experienced a decline, with the Shanghai Composite Index down by 0.7%, the Shenzhen Component Index down by 0.67%, and the ChiNext Index down by 0.96%. However, the Sci-Tech Innovation Board Index saw an increase of 0.34% [2]. Semiconductor Industry - The semiconductor industry chain showed strong performance, particularly in sectors such as photolithography machines, memory chips, and advanced packaging. Notable stocks like Langke Technology and Jingce Electronics saw significant gains [4][8]. - The stock of Zhiyuan Technology surged by 11.89%, reaching a new historical high, with a market capitalization of HKD 200.54 billion. The company announced a structural adjustment in its GLM Coding Plan pricing, with an overall increase starting from 30% [4]. Automotive Industry - The automotive industry chain also performed well, with sectors such as auto parts, smart cockpits, and vehicle networking showing increases. The automotive parts sector rose by 0.71% [9][10]. - Recent favorable industrial policies, including the development of mandatory national standards for intelligent connected vehicles, are expected to enhance the regulatory environment for the industry. Additionally, advancements in humanoid robotics are contributing to the sector's growth [10]. Financial Performance of Key Players - Kioxia, a Japanese flash memory manufacturer, reported a revenue of JPY 543.6 billion for the third quarter of fiscal year 2025, marking a year-on-year increase of 20.8% and a quarter-on-quarter increase of 21.3% [7]. - TrendForce forecasts significant price increases in DRAM and NAND flash memory, with DRAM prices expected to rise over 60% in Q1 2026 and NAND prices projected to increase by 55%-60% [7].

Group 1 - The core viewpoint of the news is that Jingjin Electric experienced a stock price increase of 6.89%, reaching 10.71 CNY per share, with a trading volume of 102 million CNY and a turnover rate of 1.89%, resulting in a total market capitalization of 6.321 billion CNY [1] - Jingjin Electric Technology Co., Ltd. is located in Chaoyang District, Beijing, and was established on February 25, 2008. The company was listed on October 27, 2021, and its main business involves the research, production, sales, and services of electric drive systems [1] - The revenue composition of Jingjin Electric includes 94.75% from new energy vehicle electric drive systems, 4.58% from technology development and services, and 0.68% from the sale of waste materials [1] Group 2 - From the perspective of major fund holdings, one fund under GF Fund Management holds a significant position in Jingjin Electric. The GF Quantitative Multi-Factor Mixed A Fund (005225) held 3.1962 million shares in the fourth quarter, accounting for 0.73% of the fund's net value, making it the third-largest holding [2] - The GF Quantitative Multi-Factor Mixed A Fund has a current scale of 3.586 billion CNY and has achieved a year-to-date return of 9.22%, ranking 2309 out of 8890 in its category. Over the past year, it has returned 55.69%, ranking 1159 out of 8132 [2] - The fund managers, Yi Wei and Li Yuxin, have had notable performance records, with Yi Wei achieving a best return of 86.32% and a worst return of -1.66% during his tenure of 2 years and 224 days, while Li Yuxin achieved a best return of 123.7% and a worst return of 11.98% during his tenure of 2 years and 115 days [2]

Core Viewpoint - The company, Jingjin Electric Technology Co., Ltd., has responded to an inquiry from the Shanghai Stock Exchange regarding its 2025 annual performance forecast, highlighting significant revenue growth driven by electric drive system sales to domestic automakers [2][3]. Group 1: Revenue Growth and Client Relationships - The company's revenue growth in 2025 is primarily attributed to the sales of electric drive systems to domestic automakers, which have increased due to the launch of new vehicle models [5][8]. - The top five clients accounted for approximately 79% of the total revenue in 2025, with the largest client contributing over 50% of the total revenue, marking a 458% increase compared to the previous year [5][6]. - The company has maintained a long-term business relationship with its largest client since 2012, with sales to this client consistently increasing since the company went public in 2021 [5][6]. Group 2: Fourth Quarter Performance - In the fourth quarter of 2025, the company achieved approximately 34% of its total annual revenue, with electric drive system sales and technical development services contributing 29% and 74% to their respective annual totals [9][10]. - The fourth quarter net profit accounted for about 50% of the annual net profit, primarily due to a higher concentration of technical development service revenue [9][10]. Group 3: Non-Recurring Gains - The non-recurring gains for 2025 mainly consisted of government subsidies and non-current asset disposal gains, with a government subsidy of 1.21 billion yuan recognized, amounting to 84.5 million yuan in the current period [28][31]. - The accounting treatment for government subsidies aligns with the company's established policies, ensuring consistency with previous years [29][31].

Core Viewpoint - The recent rise in the stock price of the company is driven by expectations of turning profits, supportive industry policies, capital inflows, and a recovery in market sentiment [1] Group 1: Performance and Business Situation - The company announced an earnings forecast on January 29, 2026, predicting a net profit attributable to shareholders of between 137 million to 185 million yuan for 2025, marking a turnaround from losses, with revenue expected to grow by 88.04% to 129.75% year-on-year [2] - This performance inflection point strengthens market expectations for the growth in demand for new energy electric drive systems [2] - The extension of the new energy vehicle purchase tax exemption policy until the end of 2025 is expected to stimulate industry demand in the short term, providing fundamental support for companies in the supply chain [2] Group 2: Capital and Technical Aspects - On February 12, the stock had a turnover rate of 5.42%, with a transaction amount of 284 million yuan, and a net inflow of main funds amounting to 15.76 million yuan, with the stock price breaking through the 10 yuan mark, reaching a high of 10.24 yuan [3] - Technically, the stock is in a fluctuating upward channel, with a 20-day increase of 11.21%, which may attract short-term capital [3] - The company's advancements in key technologies such as silicon carbide controllers have been highlighted by multiple institutions, indicating a focus on long-term technical barriers [3] Group 3: Stock Price Situation - On January 30, 2026, the stock entered the "Dragon and Tiger List" due to a closing price increase of 15%, with the top five buying positions including foreign brokerages like Goldman Sachs and UBS, indicating rising institutional interest [4] - During the same period, the automotive parts sector saw a rise of 1.16%, slightly outperforming the broader market, suggesting that industry sentiment is positively influencing individual stocks [4]

证券代码：688280 证券简称：精进电动 公告编号：2026-005 精进电动科技股份有限公司 关于上海证券交易所《关于对精进电动科技股份有限公司 2025年年度业绩预告的问询函》的回复公告 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个别及连带责任。 重要内容提示： 截至本回复公告之日，公司2025年度审计工作尚在进行中，本回复中所披露 的公司2025年度相关财务数据均为未经审计的初步测算数据，具体准确的财务数 据以公司后续正式披露的经审计2025年年报为准。 2025年2月3日，精进电动科技股份有限公司（以下简称"公司"或"精进电动 "）收到上海证券交易所上市公司管理部《关于对精进电动科技股份有限公司2025 年年度业绩预告的问询函》（上证科创公函〔2026〕0059号）（以下简称"《问询 函》"）。收到《问询函》后，公司对《问询函》提到的问题进行了认真讨论与核 实，现将《问询函》所涉问题回复公告如下。 问题一、公告显示，本年度收入增长较为明显，主要原因是公司配套国内车企 的电驱动系统随着客户车型的上市和持续增量，拉动了收入的增 ...

证券代码：688280 证券简称：精进电动 公告编号：2026-004 精进电动科技股份有限公司 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、准确性和完整性依法承担法律责任。 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 1、经精进电动科技股份有限公司（以下简称"公司"）财务部门初步测算， 预计 2025 年年度实现营业收入 245,370.00 万元到 299,800.00 万元；与上年同 期相比增加 114,879.94 万元到 169,309.94 万元，与上年同期相比增加 88.04% 到 129.75%。 2、归属于母公司所有者的净利润与上年同期（法定披露数据）相比，将实 现扭亏为盈，实现归属于母公司所有者的净利润 13,710.00 万元到 18,490.00 万元；与上年同期相比将增加 57,351.33 万元到 62,131.33 万元，同比增加 131.42%到 142.37%。 3、归属于母公司所有者扣除非经常性损益后的净利 ...

（文章来源：证券日报） 证券日报网讯 2月11日，精进电动在互动平台回答投资者提问时表示，截至2026年2月10日，公司股东 人数为19172户。 ...