| 交易日期 | 证券简称 | 证券代码 | 成交价(元) | 成交金额(万元) 成交量( * ) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2026-02-24 | 威迈斯 | 688612 | 30.36 | 275.06 9.06 | 中信建投证券股份 | 中国国际金融股份 | | 2026-02-24 | 威迈斯 | 688612 | 30.36 | 275.06 9.06 | 信证券华南股份 | 中国国际会融股份 | 2月24日，威迈斯大宗交易成交18.12万股，成交额550.12万元，占当日总成交额的4.11%，成交价30.36元，较市场收盘价30.36元持平。 ...

长江商报消息 ●长江商报记者 沈右荣 深耕新能源汽车领域的威迈斯（688612.SH）经营业绩保持快速增长。 近日，威迈斯发布的业绩快报显示，2025年，公司实现归母净利润约5.57亿元，同比增长39.22%，创下 历史新高。 对此，威迈斯称，公司持续优化产品结构，车载电源产品的发货量与收入规模随行业增长同步提升；持 续加大研发投入，高附加值产品的销售占比有所提升，使得公司盈利能力增强。 长江商报记者注意到，威迈斯的研发投入连续四年保持增长。2021年，公司研发投入为1.46亿元，2024 年增加至3.85亿元，2025年前三季度为3.09亿元，持续增长。 归母净利5.57亿创历史新高 公开信息显示，威迈斯成立于2005年，2018年完成股改，2023年7月26日通过闯关IPO登陆上交所科创 板。 根据业绩快报，2025年，威迈斯实现营业收入约63.42亿元，与上年同期相比，微降0.48%；归母净利润 约为5.57亿元，同比增长39.22%，创历史新高；扣非净利润约为5.21亿元，同比增长46.71%。 至于2025年营业收入微降、归母净利润、扣非净利润快速增长，威迈斯解释称，2025年，境内新能源汽 车行业 ...

Group 1 - The core point of the announcement is that Liu Jun, the shareholder, director, and general manager of Shenzhen Weimaisi New Energy (Group) Co., Ltd., has pledged a portion of his shares, totaling 11,900,000 shares, which represents 43.46% of his total holdings and 2.84% of the company's total share capital [2][3]. - The pledged shares are not used as collateral for major asset restructuring or performance compensation, and there are no potential performance compensation obligations associated with these shares [3]. - As of the date of the announcement, the cumulative pledged shares by the shareholder are detailed, and the company will fulfill its information disclosure obligations in case of any significant changes [4].

Group 1 - The core point of the announcement is that Liu Jun, a shareholder, director, and general manager of Shenzhen Weimais New Energy (Group) Co., Ltd., has pledged part of his shares, totaling 11,900,000 shares, which accounts for 43.46% of his total holdings and 2.84% of the company's total share capital [2][3]. - The pledged shares are not used as collateral for major asset restructuring or performance compensation, and there are no potential performance compensation obligations associated with these shares [3]. - As of the date of the announcement, the cumulative pledged shares by the shareholder are disclosed, and the company commits to timely information disclosure in case of any significant changes [4].

Core Viewpoint - The announcement from Weimais indicates that a significant shareholder, Liu Jun, has pledged 4,500,000 shares to Zhongyuan Trust Co., Ltd. for personal funding needs, which raises concerns about the liquidity and financial stability of the company's major stakeholders [1] Group 1 - Liu Jun, the general manager and a major shareholder, has pledged a total of 11,900,000 shares, which represents 43.46% of his total holdings [1] - The pledged shares account for 2.84% of the company's total share capital [1] - The pledge period is set until November 3, 2027, indicating a long-term commitment to this financial arrangement [1]

Group 1 - The core point of the article is that Liu Jun, a shareholder and general manager of Weimais, has pledged 4.5 million shares, bringing the total pledged shares to 11.9 million, which is 43.46% of his holdings and 2.84% of the company's total equity [1] Group 2 - The article mentions that prominent investors Ge Weidong and Fang Wenyuan have jointly invested 1 billion yuan each in Jianghuai, leading to a significant increase in the company's stock price [1] - Historical analysis indicates that retail investors participating in private placements have experienced both gains and losses [1]

一、本次股份质押情况 证券代码：688612 证券简称：威迈斯 公告编号：2026-008 深圳威迈斯新能源（集团）股份有限公司 关于持股 5%以上股东部分股份质押的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 深圳威迈斯新能源（集团）股份有限公司（以下简称"公司"）股东、董事、总经 理刘钧先生直接持有公司股份的数量为 27,379,309 股，占公司总股本的比例为 6.53%。本次 质押后，刘钧先生累计质押公司股份的数量为 11,900,000 股，占其持股总数的 43.46%，占 公司总股本的 2.84%。 公司于 2026 年 2 月 12 日收到公司股东、董事、总经理刘钧先生通知，获悉 其所直接持有的部分公司股份办理了质押手续，具体情况如下： | 股东 | 是否为控 | 本次质押股 | 是否为 | 是否补 | 质押 | 质押 | | 占其所 | 占公司 | 质押融 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

Core Viewpoint - The announcement reveals that Liu Jun, a shareholder and the general manager of the company, has pledged 4.5 million shares, which represents 16.44% of his holdings and 1.07% of the company's total share capital, for personal needs [1] Summary by Relevant Sections - **Shareholder Pledge Details** - Liu Jun pledged 4.5 million shares on February 12, which is 16.44% of his total holdings [1] - The pledge accounts for 1.07% of the company's total share capital [1] - The pledge period is set until November 3, 2027 [1] - **Cumulative Pledge Information** - As of the announcement date, Liu Jun has cumulatively pledged 11.9 million shares [1] - This cumulative pledge represents 43.46% of his total holdings [1] - It also accounts for 2.84% of the company's total share capital [1] - **Use of Pledged Shares** - The pledged shares are not being used as collateral for major asset restructuring or any potential performance compensation obligations [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Insights - The company achieved a net profit attributable to shareholders of 557 million yuan in 2025, representing a year-on-year growth of 39.2%, which is in line with expectations. The total revenue for 2025 was 6.34 billion yuan, showing a slight year-on-year decline of 0.5% [6] - The company is a leading player in the domestic vehicle-mounted power supply market and is benefiting significantly from the growth of the European new energy vehicle market. The company has adjusted its strategic focus towards global expansion, allocating more resources to faster-growing overseas markets [7] - The company has established deep cooperation with various domestic and international clients, including Stellantis Group, Li Auto, Changan Automobile, and others. The installed capacity of the company's OBC (On-Board Charger) in 2025 was 1.821 million units, accounting for 14.9% of the market share [7] Financial Summary - The company reported total revenue of 5.523 billion yuan in 2023, with a year-on-year growth of 44.1%. The projected revenue for 2024 is 6.372 billion yuan, with a growth rate of 15.4%. The expected revenue for 2025 is 6.342 billion yuan, indicating a slight decline [9] - The gross profit margin is expected to improve from 21.9% in 2025 to 25.0% by 2027, while the net profit margin is projected to increase from 8.8% in 2025 to 12.0% in 2027 [9] - The company's earnings per share (EPS) is projected to be 1.33 yuan in 2025, increasing to 2.03 yuan by 2027, with corresponding P/E ratios of 23.4 and 15.4 respectively [9]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company achieved a net profit attributable to shareholders of 557 million yuan in 2025, representing a year-on-year growth of 39.2%, which is in line with expectations. The operating revenue for 2025 was 6.34 billion yuan, showing a slight decline of 0.5% year-on-year. The company is benefiting from the steady growth in domestic new energy vehicle sales and increasing penetration rates, with a focus on high-value products [6][7] - The company is a leading player in the domestic vehicle power supply market and is making significant progress in overseas markets, particularly benefiting from the expansion of the European new energy vehicle market. The company has established deep cooperation with various domestic and international clients, including Stellantis Group and several major Chinese automakers [7] Financial Summary - In 2025, the company reported operating revenue of 6.34 billion yuan, with a year-on-year change of -0.5%. The net profit attributable to shareholders was 557 million yuan, with a year-on-year increase of 39.2% [6][9] - The projected net profits for 2025-2027 are 557 million yuan, 673 million yuan, and 850 million yuan respectively, with corresponding P/E ratios of 23.4, 19.4, and 15.4 times [6][9] - The gross margin is expected to improve from 21.9% in 2025 to 25.0% in 2027, while the net margin is projected to increase from 8.8% to 12.0% over the same period [9][10]