亿道信息1月22日公告，预计2025年度归母净利润6000万元–7800万元，同比增长76.04%–128.85%。 2025年，公司营业收入实现较快增长，利润同步提升。主要原因如下：1、报告期内，公司积极推进业 务布局与市场拓展，订单量稳步增加，经营规模扩大，营业收入实现较快增长。2、公司推动数字化建 设，升级自有生产制造平台与供应链集采中心，提高生产效率和协同能力，同时，通过精细化管理加强 成本管控，公司整体盈利能力得到改善，利润实现同步提升。 ...

亿道信息发布2025年度业绩预告，预计归属于上市公司股东的净利润为6,000万元–7,800万元，比上年同 期增长76.04%–128.85%。报告期内，公司积极推进业务布局与市场拓展，订单量稳步增加，经营规模 扩大；同时推动数字化建设，升级生产制造与供应链平台，加强成本管控，盈利能力改善，盈利实现较 快增长。 ...

一、本期业绩预计情况 证券代码：001314 证券简称：亿道信息 公告编号：2026-006 深圳市亿道信息股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 三、业绩变动原因说明 2025 年，公司营业收入实现较快增长，利润同步提升。主要原因如下： （一）业绩预告期间：2025 年 1 月 1 日–2025 年 12 月 31 日 （二）预计的业绩：√同向上升 | 项目 | | 本报告期 | | | | 上年同期 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利：6,000 | 万元–7,800 | 万元 | 盈利 | 3,408.30 | | | | 万元 | | | 比上年同期增长 | 76.04%–128.85% | | | | | | | | | 扣除非经常性损 | 盈利：5,500 | 万元-7,100 | 万元 | 盈利 | 1,868.61 | | | | 万元 | | 益后的净 ...

证券代码：001314 证券简称：亿道信息 公告编号：2026-005 深圳市亿道信息股份有限公司 关于使用部分闲置自有资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳市亿道信息股份有限公司（以下简称"公司"或"亿道信息"）于 2025 年 10 月 29 日召开第四届董事会第九次会议和第四届监事会第九次会议，审议通 过了《关于使用闲置自有资金进行现金管理的议案》，同意公司使用额度不超过 人民币 100,000.00 万元的闲置自有资金进行现金管理，使用期限自 2025 年 11 月 14 日（前次审议额度有效期届满之日）起 12 个月内有效。在上述额度和期限 内，资金可循环滚动使用。 公司近期使用部分闲置自有资金进行现金管理的情况如下： 一、本次进行现金管理进展的主要情况 | 投资 | 受托 | 产品名称 | 产品 | 金额 | 起始日 | （预计） | 预计 年化 | 资金 | 是否 到期 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 主体 ...

Investment Rating - The report maintains a positive investment rating for the industry, highlighting a favorable outlook for the tourism and leisure sectors due to government policies aimed at boosting domestic consumption and service spending [1][35]. Core Insights - The report emphasizes the recovery of domestic tourism, with expected growth rates of 12% in revenue and 18% in visitor numbers for Q1-Q3 2025, driven by sustained leisure travel demand and the rise of experiential consumption [1][35]. - The overall tourism market is projected to grow by over 10% for the year, supported by government initiatives such as promoting spring and autumn travel and issuing cultural tourism consumption vouchers [1][35]. - Key companies recommended for investment include China Duty Free Group, Jin Jiang Hotels, Shouqi Group, Tongcheng Travel, and Ctrip Group, alongside high-growth tea beverage stocks like Gu Ming and low-valuation restaurant growth stocks like Green Tea Group [1][35]. Summary by Sections 1. Restaurant Sector - Offline consumption is gradually recovering, with Q4 restaurant revenue showing steady growth, achieving 519.9 billion and 605.7 billion yuan in October and November 2025, respectively, with year-on-year growth of 4.99% and 4.40% [7][10]. - Leading restaurant companies are recovering faster than the industry average, with significant revenue increases noted for major players [10][14]. 2. Tea Beverage Sector - The tea beverage sector has seen a surge in same-store sales growth due to delivery subsidies, with leading brands like Gu Ming and Hu Shang A Yi maintaining high growth rates of 15-20% [7][10][14]. - The number of new store openings has doubled compared to 2024, indicating aggressive expansion strategies among top brands [16]. 3. OTA (Online Travel Agency) - The recovery of outbound travel demand is evident, with strong performance in Southeast Asia routes and a notable increase in visitor numbers to Japan and South Korea [20][24]. - The report highlights the long-term profit potential of leading OTA companies like Ctrip and Tongcheng Travel, driven by the ongoing recovery in leisure travel demand and improved commission rates [24][25]. 4. Hotel Sector - The hotel industry is expected to see a stable RevPAR (Revenue per Available Room) in Q4, with a year-on-year growth of 6-8% in room supply [29][30]. - Major hotel chains like Shouqi and Jin Jiang are projected to maintain or improve their performance, benefiting from cost reductions and increased guest traffic during holiday periods [29][30][31]. 5. Investment Recommendations - The report suggests focusing on the travel sector, particularly companies involved in OTA, hotels, and scenic spots, as they are likely to benefit from favorable government policies [1][35]. - Additionally, it recommends investing in high-growth tea beverage stocks and undervalued restaurant growth stocks, indicating a diversified approach to capitalizing on the recovery in consumer spending [1][35].

Core Viewpoint - The company aims to make cutting-edge technology more accessible by integrating AI technology, smart hardware, and vertical scenarios [1] Group 1: Company Mission and Focus - The company adheres to the mission of "making cutting-edge technology more accessible" [1] - The company is focused on the deep integration of AI technology, smart hardware, and vertical scenarios [1] Group 2: Research and Development - The company's subsidiary, Yidao Digital (Research Institute), specializes in artificial intelligence, perception technology, and spatial computing [1] - The research institute aims to accumulate core technologies and explore future products [1] Group 3: Human-Computer Interaction and Talent Development - The company is dedicated to advancing the development of human-computer interaction paradigms [1] - The company seeks to cultivate and attract outstanding research and product innovation talents [1] - These efforts are intended to empower the company's future development [1]

Group 1 - The core viewpoint of the article is that Yidao Information (001314) is actively promoting its "AI+" strategy to enhance intelligent transformation across various industries through technological innovation [1] Group 2 - The company is expanding its AI+ terminal and AI+ application scenarios to empower a wide range of industries [1]

Group 1 - The core viewpoint of the article is that Yidao Information (001314) positions itself as a provider of smart electronic products and solutions, focusing on product definition and research and design [1] - The company primarily serves well-known brand clients across various global regions [1]

Group 1 - The company is focusing on multimodal AI and spatial computing as key future directions [2] - The self-developed AESOF inference platform aims to achieve efficient localized inference across different models including language, speech, and vision [2] - The company is conducting model training for applications in AI PCs, AI glasses, and AI NAS, with a focus on terminal applications [2] Group 2 - The subsidiary, Yijing Virtual, specializes in the research and production services of XR/AI wearable products [2] - The offerings include lightweight AI glasses, near-eye displays, and three-dimensional spatial display and computing solutions [2]

证券代码：001314 证券简称：亿道信息 公告编号：2026-004 深圳市亿道信息股份有限公司 关于使用部分闲置自有资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳市亿道信息股份有限公司（以下简称"公司"或"亿道信息"）于 2025 年 10 月 29 日召开第四届董事会第九次会议和第四届监事会第九次会议，审议通 过了《关于使用闲置自有资金进行现金管理的议案》，同意公司使用额度不超过 人民币 100,000.00 万元的闲置自有资金进行现金管理，使用期限自 2025 年 11 月 14 日（前次审议额度有效期届满之日）起 12 个月内有效。在上述额度和期限 内，资金可循环滚动使用。 公司近期使用部分闲置自有资金进行现金管理的情况如下： 一、本次进行现金管理进展的主要情况 | | | | | | | | 预计 | | 是否 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 投资 | 受托 | 产品名称 | 产品 | 金额 | 起始日 | （预计） ...