Group 1 - The lighting equipment sector increased by 0.39% on February 3, with Minbao Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Minbao Optoelectronics saw a significant rise of 20.01%, closing at 64.78, with a trading volume of 5564.8 lots and a transaction value of 36.0488 million yuan [1] Group 2 - The lighting equipment sector experienced a net inflow of 61.6134 million yuan from main funds, while retail investors saw a net outflow of 95.1981 million yuan [2] - The trading data indicates that the main funds had a net inflow of 33.0361 million yuan into Lianyu Co., accounting for 13.75% of its trading volume [3] - Oupu Lighting experienced a decline of 5.20%, closing at 19.33, with a trading volume of 66,800 lots and a transaction value of 131 million yuan [2]

Core Viewpoint - The lighting equipment sector experienced a decline of 0.2% on February 2, with *ST Xingguang leading the drop. The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1]. Group 1: Market Performance - The closing prices and percentage changes of key stocks in the lighting equipment sector are as follows: - Minbao Optoelectronics: 53.98, up 20.01% - Lianyu Co., Ltd.: 55.95, up 10.01% - Komatsu Co., Ltd.: 8.92, up 5.19% - OPPLE Lighting: 20.39, up 0.69% - Other stocks showed declines, with *ST Xingguang down 4.05% to 2.13 [1][2]. Group 2: Capital Flow - On the same day, the lighting equipment sector saw a net inflow of 6.692 million yuan from institutional investors, while retail investors contributed a net inflow of 18.248 million yuan. However, speculative funds experienced a net outflow of 24.9407 million yuan [2][3]. - The capital flow for specific stocks indicates: - Lianyu Co., Ltd.: 22.4838 million yuan net inflow from institutional investors - Minbao Optoelectronics: 14.3518 million yuan net inflow from institutional investors - Other stocks like *ST Xingguang and Hengtai Lighting experienced net outflows from both institutional and speculative investors [3].

Core Viewpoint - The lighting equipment sector experienced a decline of 1.27% on January 29, with Lida Xin leading the drop. The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1]. Group 1: Market Performance - The lighting equipment sector's stocks showed mixed performance, with notable gainers including Xiaolan Co. (up 2.03% to 8.56) and Geli Er (up 1.29% to 20.39) [1]. - Lida Xin's stock price fell by 2.77% to 19.99, contributing to the sector's overall decline [2]. - The total trading volume for the lighting equipment sector was significant, with Xiaolan Co. achieving a trading volume of 217,400 shares and a transaction value of 190 million [1]. Group 2: Capital Flow - The lighting equipment sector saw a net outflow of 22.87 million from institutional investors and 12.78 million from retail investors, while retail investors had a net inflow of 35.65 million [2]. - Specific stocks like Xiaolan Co. and Sunshine Lighting experienced varying levels of net inflow and outflow, with Xiaolan Co. seeing a net inflow of 2.88 million from retail investors [3]. - The overall capital flow indicates a cautious sentiment among institutional and speculative investors, contrasting with retail investors' increased participation [2][3].

格隆汇1月28日丨佛山照明(000541.SZ)发布2025年度业绩预告，报告期内，归属于上市公司股东的净利 润1.80亿元-2.23亿元，同比下降50.02%-59.66%；扣除非经常性损益后的净利润6500.00万元-9750.00万 元，同比下降0.26%-33.51%；基本每股收益0.1172元/股–0.1452元/股。 ...

佛山照明公告，预计2025年归属于上市公司股东的净利润1.8亿元-2.23亿元，同比下降50.02%-59.66%。 一方面，受全球宏观经济环境影响，照明行业市场需求不振。另一方面，铜、铝、锡等大宗商品价格大 幅上涨导致部分原材料价格也快速上涨；同时，因在建工程转固定资产，折旧费用增加，进一步压缩了 公司利润空间。 ...

格隆汇1月28日｜佛山照明公告，预计2025年净利润1.8亿元—2.23亿元，同比下降50.02%—59.66%。一 方面，受全球宏观经济环境影响，照明行业市场需求不振。另一方面，铜、铝、锡等大宗商品价格大幅 上涨导致部分原材料价格-1也快速上涨；同时，因在建工程转固定资产，折旧费用增加，进一步压缩了 公司利润空间。 ...

南财智讯1月28日电，佛山照明发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 18000.00万元—22300.00万元，同比预减50.02%—59.66%；预计2025年全年归属于上市公司股东的扣除 非经常性损益的净利润为6500.00万元—9750.00万元，同比预减0.26%—33.51%。业绩变动原因说明： 1、一方面，受全球宏观经济环境影响，照明行业市场需求不振。另一方面，铜、铝、锡等大宗商品价 格大幅上涨导致部分原材料价格也快速上涨；同时，因在建工程转固定资产，折旧费用增加，进一步压 缩了公司利润空间。2、受市场竞争激烈、原材料价格波动等因素影响，公司控股子公司佛山市国星光 电股份有限公司（以下简称"国星光电"）经营业绩不及预期，经初步测算，公司预计对因收购国星光电 股权形成的商誉计提减值约3000万元—5000万元。3、经初步测算，2025年公司非经常性损益金额预计 为11500万元—13500万元，较上年同期34843.07万元下降较大，主要系2025年度公司资产处置净收益较 上期减少所致。2024年，公司因处置佛山市禅城区汾江北路南区地块，获得资产处置净收益29868.11 ...

股票简称：佛山照明（A 股） 粤照明 B（B 股） 股票代码：0 0 0 5 4 1 （A 股） 20 05 41（B 股） 公告编号：2026-005 佛山电器照明股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、本期业绩预计情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 1、一方面，受全球宏观经济环境影响，照明行业市场需求不振。 另一方面，铜、铝、锡等大宗商品价格大幅上涨导致部分原材料价格 - 1 - 也快速上涨；同时，因在建工程转固定资产，折旧费用增加，进一步 压缩了公司利润空间。 2、受市场竞争激烈、原材料价格波动等因素影响，公司控股子 公司佛山市国星光电股份有限公司（以下简称"国星光电"）经营业 绩不及预期，经初步测算，公司预计对因收购国星光电股权形成的商 誉计提减值约 3,000 万元-5,000 万元。 3、经初步测算，2025 年公司非经常性损益金额预计为 11,500 万元-13,500万元，较上年同期34,843.07万元下降较大，主要系2025 年度公司资产 ...

佛山照明公告，预计2025年度净利润为1.8亿元-2.23亿元，同比下降50.02%-59.66%。受全球宏观经济环 境影响，照明行业市场需求不振，同时铜、铝、锡等大宗商品价格大幅上涨，导致部分原材料价格快速 上涨，折旧费用增加，压缩了公司利润空间。公司控股子公司佛山市国星光电股份有限公司经营业绩不 及预期，预计对因收购国星光电股权形成的商誉计提减值约3000万元-5000万元。 ...

Market Overview - The lighting equipment sector increased by 0.04% on January 28, with Ocean King leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up by 0.27%, while the Shenzhen Component Index closed at 14342.9, up by 0.09% [1] Stock Performance - Notable stock performances include: - Ocean King (002724) closed at 7.67, up by 10.04% with a trading volume of 384,700 shares and a turnover of 286 million yuan [1] - Opple Lighting (603515) closed at 19.98, up by 0.55% with a trading volume of 23,400 shares and a turnover of 46.45 million yuan [1] - Other stocks like Sunshine Lighting (600261) remained unchanged at 3.65, while companies like Qunshang Co. (002638) and Foshan Lighting (000541) saw declines of 1.92% and 1.09% respectively [1][2] Capital Flow - The lighting equipment sector experienced a net inflow of 18.43 million yuan from institutional investors, while retail investors saw a net outflow of 17.56 million yuan [2] - The capital flow for key stocks shows: - Ocean King had a net inflow of 69.14 million yuan from institutional investors, while retail investors had a net outflow of 52.64 million yuan [3] - Other stocks like Opple Lighting and Sunshine Lighting faced net outflows from both institutional and retail investors [3]