证券代码：688631 证券简称：莱斯信息 公告编号：2026-001 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.经财务部门初步测算，预计南京莱斯信息技术股份有限公司（以下简称"公司"）2025年年度实现营业 收入为120,000.00万元到135,000.00万元，与上年同期（法定披露数据）相比，将减少25,982.99万元到 40,982.99万元，同比减少16.14%到25.46%。 2.预计公司2025年年度实现归属于母公司所有者的净利润为4,000.00万元到6,000.00万元，与上年同期 （法定披露数据）相比，将减少6,904.35万元到8,904.35万元，同比减少53.50%到69.00%。 3．预计公司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为3,500.00万元到 5,000.00万元，与上年同期（法定披露数据）相比，将减少5,628.63万元到7,128.63万 ...

Group 1 - The core viewpoint of the article indicates that 莱斯信息 (688631) expects a significant decline in net profit for 2025, projecting a range of 40 million to 60 million yuan, which represents a year-on-year decrease of 53.5% to 69% [2] - The primary reason for the decline in performance compared to the previous year is attributed to a substantial decrease in revenue within the urban road traffic management sector for 2025 [2]

报告期内，面对复杂严峻的外部环境和行业转型的内部挑战，公司紧密围绕年度目标任务，积极应对地 方财政压力、传统市场竞争加剧等影响，推动各项业务稳中有进、提质增效。公司继续巩固民航空管领 域龙头地位，加速实现机场领域突破，稳步构建一体化发展格局，低空领域市场布局纵深推进，以标杆 项目为牵引，积极构建全体系生态；同时道路交通、城市治理等业务探索转型发展路径，国防动员等细 分业务赛道做精做强。公司持续提升产品与技术创新能力，增强核心竞争力与品牌影响力，进一步夯实 了高质量发展根基。报告期内，公司业绩较上年同期下降的主要原因系本年城市道路交通管理领域收入 规模较去年同期下降较多所致；营业收入的下降，直接导致公司毛利润减少，且受本年利息收入、其他 收益及投资收益同比减少的影响，公司净利润下降较多。 格隆汇1月19日丨莱斯信息(688631.SH)公布，预计公司2025年年度实现归属于母公司所有者的净利润为 4,000.00万元到6,000.00万元，同比减少53.50%到69.00%。预计公司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为3,500.00万元到5,000.00万元，同比减少52.96% ...

Core Viewpoint - The company, 莱斯信息, forecasts a significant decline in net profit for the year 2025, estimating a range of 40 million to 60 million yuan, which represents a decrease of 6,904.35 million to 8,904.35 million yuan compared to the previous year, equating to a year-on-year decline of 53.50% to 69.00% [1] Group 1 - The company faces challenges from a complex external environment and internal industry transformation, yet it remains focused on achieving its annual goals and addressing local fiscal pressures and intensified competition in traditional markets [1] - The company aims to consolidate its leading position in the civil aviation management sector while accelerating breakthroughs in the airport sector and steadily building an integrated development framework [1] - The company is advancing its market layout in the low-altitude sector and is actively constructing a comprehensive ecosystem driven by benchmark projects [1] Group 2 - The company is exploring transformation paths in urban traffic management and city governance, while also strengthening its niche segments such as national defense mobilization [1] - The decline in performance compared to the previous year is primarily attributed to a significant decrease in revenue from the urban road traffic management sector [1] - The drop in operating revenue has directly led to a reduction in gross profit, compounded by a decrease in interest income, other income, and investment income compared to the previous year, resulting in a substantial decline in net profit [1]

Core Viewpoint - 莱斯信息 (688631.SH) expects a significant decline in net profit for 2025, projecting a range of 40 million to 60 million yuan, which represents a decrease of 6,904.35 million to 8,904.35 million yuan compared to the previous year, equating to a year-on-year decline of 53.50% to 69.00% [1] Group 1: Financial Performance - The anticipated decline in net profit is primarily attributed to a substantial decrease in revenue from the urban road traffic management sector compared to the same period last year [1] - The decrease in operating revenue directly led to a reduction in gross profit, compounded by a year-on-year decline in interest income, other income, and investment income, resulting in a significant drop in net profit [1] Group 2: Business Strategy and Development - The company is focused on maintaining its leading position in the civil aviation management sector while accelerating breakthroughs in the airport sector and steadily building an integrated development framework [1] - Efforts are being made to deepen market layout in the low-altitude sector, leveraging benchmark projects to actively construct a comprehensive ecosystem [1] - The company is exploring transformation paths in road traffic and urban governance, while also strengthening niche business areas such as national defense mobilization [1] Group 3: Innovation and Competitiveness - The company continues to enhance its product and technology innovation capabilities, aiming to strengthen core competitiveness and brand influence [1] - These efforts are intended to further solidify the foundation for high-quality development [1]

Group 1 - The core viewpoint of the article indicates that 莱斯信息 (Lais Information) expects a significant decline in net profit for 2025, projecting a range of 40 million to 60 million yuan, which represents a year-on-year decrease of 53.5% to 69% [1] - The primary reason for the decline in performance compared to the previous year is attributed to a substantial decrease in revenue from the urban road traffic management sector [1]

证券代码：688631 证券简称：莱斯信息 公告编号：2026-001 南京莱斯信息技术股份有限公司 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.经财务部门初步测算，预计南京莱斯信息技术股份有限公司（以下简称"公 司"）2025 年年度实现营业收入为 120,000.00 万元到 135,000.00 万元，与上年 同期（法定披露数据）相比，将减少 25,982.99 万元到 40,982.99 万元，同比减 少 16.14%到 25.46%。 （一）营业收入：160,982.99 万元。 （二）利润总额：13,353.01 万元。归属于母公司所有者的净利润：12,904.35 万元。归属于母公司所有者的扣除非经常性损益的净利润：10,628.63 万元。 （三）每股收益：0.79 元。 三、本期业绩变化的主要原因 报告期内，面对复杂严峻的外部环境和行业转型的内 ...

Core Viewpoint - The company, 莱斯信息, expects a significant decline in net profit for the year 2025, projecting a decrease of 53.50% to 69.00% compared to the previous year [1] Group 1: Financial Projections - The projected net profit attributable to the parent company for 2025 is estimated to be between 40 million to 60 million yuan [1] - The projected net profit excluding non-recurring gains and losses for 2025 is estimated to be between 35 million to 50 million yuan [1] - Both projections indicate a substantial year-on-year decrease, with the non-recurring profit expected to decline by 52.96% to 67.07% [1] Group 2: Business Performance and Challenges - The company is facing a complex external environment and internal challenges related to industry transformation, which have impacted its performance [2] - The company aims to maintain its leading position in civil aviation management while accelerating breakthroughs in the airport sector and advancing integrated development [2] - A significant decline in revenue from urban road traffic management has been identified as a major reason for the decrease in overall performance, leading to reduced gross profit and net profit [2]

Group 1 - The core viewpoint of the news highlights the growth and potential of the commercial aerospace sector in China, driven by policy support and increasing demand for satellite launches [2] - The China Aerospace Science and Technology Corporation successfully launched the Long March 8 rocket, which deployed 18 low-orbit satellites, indicating advancements in China's satellite internet capabilities [1] - The Long March 8 rocket's testing process has been streamlined to 18 days, with future goals set for a 7-day launch and recovery cycle, reflecting the increasing efficiency in China's space launch capabilities [1] Group 2 - The China General Aviation Theme Index (931855) has shown positive performance, with significant increases in constituent stocks such as Lais Information (up 12.05%) and Zhongke Xingtou (up 10.64%) [1] - The index comprises 50 companies involved in various aspects of general aviation, including manufacturing, operations, and infrastructure, reflecting the overall performance of the sector [2] - The top ten weighted stocks in the index account for 43.4% of its total weight, indicating a concentration of investment in key players within the general aviation industry [3]

Core Viewpoint - The company is seizing opportunities in the intelligent connected vehicle industry by developing integrated solutions that encompass cloud, roadside, and vehicle-side technologies [1] Group 1: Product Development - The company has created a comprehensive vehicle-road-cloud integrated solution, which includes a systematic cloud control platform, edge computing devices, and roadside communication equipment [1] - The company's products, such as the "Zhihuo" hyper-converged terminal, have been deployed in multiple cities including Ordos and Nanjing, receiving high recognition from users [1] Group 2: Standards and Compliance - In recent years, the company has actively promoted the establishment of national, local, and group standards related to its products [1]