Core Viewpoint - The smart driving concept is gaining momentum, with several companies experiencing significant stock price increases following the announcement of new mandatory national standards for autonomous driving systems by the Ministry of Industry and Information Technology [1] Group 1: Industry Developments - The Ministry of Industry and Information Technology has organized the National Automotive Standardization Technical Committee to revise five mandatory national standards, including "Safety Requirements for Autonomous Driving Systems," and is currently soliciting public opinions on the draft [1] - Companies such as Zhejiang Shibao, Haon Automotive, Siwei Map, Wanjie Technology, Desay SV, and Zhonghaidah have seen stock price increases in response to the news [1] Group 2: Investment Recommendations - Zhongyin Securities has recommended focusing on companies related to smart driving, including Horizon Robotics and Black Sesame Intelligence for computing and chip enterprises, and companies like Zhongke Chuangda, Desay SV, Jingwei Hengrun, and Guangting Information for intelligent driving systems and domain controllers [1] - Additional recommendations include Robotaxi companies such as Pony.ai and WeRide, as well as vertical driving companies like Zhongyou Technology, Wanjie Technology, Xinbeiyang, and Beilu Zhikong [1] - Other notable mentions include Siwei Map, Xiaopeng Motors, Haohan Deep, and Alter for their contributions to the smart driving sector [1]

Group 1 - The core point of the article is that as of January 31, 2026, the number of shareholders for New Beiyang (002376) is reported to be 45,297 [1]

2026年1月29日，新北洋股价下跌2.01%，收盘报7.81元/股，成交额1.37亿元，主力资金净流出501.18万 元。当日换手率为2.21%，总市值约63.30亿元。今年以来股价累计上涨1.17%，但近5个交易日下跌 3.22%，显示短期波动。 以上内容基于公开资料整理，不构成投资建议。 业绩经营情况 2026年1月26日，新北洋发布业绩预告，预计2025年全年归属于上市公司股东的净利润为7000万元至 8000万元，同比增长44%至65%；扣除非经常性损益后的净利润为6300万元至7300万元，同比增长137% 至175%。同期，公司预计营业收入约为27.8亿元，同比增长约17%，主要受益于智能物流装备、专用打 印扫描产品及智能自助终端等业务的增长，以及海外市场拓展。 股票近期走势 经济观察网新北洋（002376）发布2025年业绩预告，预计净利润为7000万元至8000万元，同比增长44% 至65%，营业收入预计约27.8亿元，同比增长约17%。 ...

证券日报网讯 2月2日，新北洋在互动平台回答投资者提问时表示，截至2026年1月底，新北洋的股东户 数为45297户。 （文章来源：证券日报） ...

Performance Reports - Company Kexin New Energy (300731.SZ) expects a net profit of 30 million to 40 million yuan in 2025, representing a year-on-year growth of 73.62% to 131.49% due to the promotion of new battery applications [2] - Company AVIC Chengfei (302132.SZ) anticipates a net profit of 3.4 billion to 3.6 billion yuan in 2025, reflecting a growth of 5.47% to 11.67% compared to the previous year [2] - Company ST Jinggu (600265.SH) projects a revenue of 175 million to 205 million yuan in 2025, with a net loss of 265 million to 215 million yuan, potentially triggering delisting risk [2] - Company Yijiahe (603666.SH) expects a net loss of 35 million to 24 million yuan in 2025, an improvement from a loss of 218 million yuan in the previous year [3] - Company Guoke Micro (300672.SZ) forecasts a net loss of 180 million to 250 million yuan in 2025, a significant decline from a profit of 97.15 million yuan in the previous year [3] - Company Xinbeiyang (002376.SZ) anticipates a net profit of 70 million to 80 million yuan in 2025, a year-on-year increase of 44% to 65% driven by growth in smart logistics equipment [3] - Company Tianyue Advanced (688234.SH) expects a net loss of 185 million to 225 million yuan in 2025 due to increased costs and decreased market prices [4] - Company Jieshun Technology (002609.SZ) projects a net profit of 55 million to 75 million yuan in 2025, representing a growth of 75.23% to 138.96% [4] - Company Lante Optics (688127.SH) expects a net profit of 375 million to 400 million yuan in 2025, a growth of 70.04% to 81.38% [5] - Company Duofuduo (002407.SZ) anticipates a net profit of 200 million to 280 million yuan in 2025, recovering from a loss of 30.8 million yuan in the previous year [5] - Company Efort (688165.SH) expects a net loss of 450 million to 550 million yuan in 2025, with losses expected to widen significantly [5] - Company Pulit (002324.SZ) forecasts a net profit of 361 million to 416 million yuan in 2025, a year-on-year increase of 155.76% to 194.73% [6] - Company Jinchun Co. (300877.SZ) expects a net profit of 82 million to 88 million yuan in 2025, a growth of 165.04% to 184.43% [6] - Company Huahai Pharmaceutical (600521.SH) anticipates a net profit of 224 million to 335 million yuan in 2025, a decline of 70% to 80% [6] Orders and Investments - Company Dinglong Co. (300054.SZ) plans to acquire 70% of Shenzhen Haofei New Materials Co. for 630 million yuan, with a total valuation of 900 million yuan [7] - Company Chuanhuan Technology (300547.SZ) intends to invest approximately 1.1 billion yuan to establish a manufacturing headquarters in Anhui [7] - Company Mongcao Ecological (300355.SZ) has terminated a PPP project agreement, with a total project cost of 83.87 million yuan [7] - Company Fengfan Co. (601700.SH) plans to acquire 51% of Beijing Yanling Jiaye Intelligent Technology Co. for 383 million yuan [8] - Company Haowei Group (603501.SH) intends to invest up to 50 million USD in AI chip supplier Aixin Yuanzhi [8] - Company Chengda Bio (688739.SH) plans to establish a wholly-owned subsidiary with an investment of 1 billion yuan focused on innovative drug development [8] - Company Chengda Bio (688739.SH) is also setting up a pharmaceutical investment fund with a total scale of up to 1 billion yuan [9] - Company Efort (688165.SH) is planning to acquire shares of Shanghai Shengpu Fluid Equipment Co. through a combination of cash and stock [9] Major Shareholder Changes - Company Tongfu Microelectronics (002156.SZ) reports that its controlling shareholder has reduced its stake by 15 million shares, decreasing its holding from 19.79% to 18.80% [10] Listing on Beijing Stock Exchange - Company Xiamen Tungsten (600549.SH) announces that its subsidiary Jinlong Rare Earth is applying for public stock issuance and listing on the Beijing Stock Exchange [11]

证券日报网讯 1月26日，新北洋发布公告称，公司预计2025年1月1日至12月31日实现营业收入27.8亿 元，同比增长约17%；归属于上市公司股东的净利润盈利7000万元-8000万元，比上年同期4853.63万元 增长44%-65%。 （文章来源：证券日报） ...

Core Viewpoint - New Beiyang (002376) forecasts a net profit attributable to shareholders of 70 million to 80 million yuan for 2025, representing a year-on-year growth of 44% to 65% [1] Group 1: Revenue Growth - The revenue from intelligent logistics equipment is expected to grow, with core products like single-piece separation equipment and linear sorting machines consolidating their market share advantage [1] - The revenue from specialized printing and scanning products is rapidly increasing, with deepening cooperation with existing major clients in overseas markets, leading to continuous sales expansion [1] - Revenue from intelligent self-service terminal products is also on the rise, with smart lockers winning bids from several leading domestic brands, and the production and sales scale of refrigerated display cabinets continuing to expand [1] Group 2: Market Positioning - The company has successfully established benchmark cases in large integrated projects with China Post, enhancing its market positioning [1] - Demand for smart express cabinets in overseas markets remains strong, indicating robust international market potential [1]

2025年度，预计公司实现营业收入27.8亿元，同比增长约17%。预计归属于上市公司股东的净利润同比 增长44%-65%。公司继续保持良好的"出海"势头，海外市场占整体收入的比例保持相对较高水平；同 时，加快国内市场大客户和重点项目的合作落地，智能自助终端和物流分拣自动化等设备的销售规模不 断增长。 格隆汇1月26日丨新北洋(002376.SZ)公布，预计2025年归属于上市公司股东的净利润7,000万元-8,000万 元，比上年同期增长44%-65%，归属于上市公司股东扣除非经常性损益后的净利润6,300万元-7,300万 元，比上年同期增长137%-175%。 ...

Core Viewpoint - The company expects a significant increase in net profit for 2025, driven by growth in multiple business segments and improved operational management [1] Financial Projections - The company forecasts a net profit attributable to shareholders of 70 million to 80 million yuan for 2025, representing a year-on-year increase of 44% to 65% [1] - The projected net profit after deducting non-recurring gains and losses is estimated to be 63 million to 73 million yuan, with a year-on-year growth of 137% to 175% [1] - Expected operating revenue for 2025 is 2.78 billion yuan, reflecting a year-on-year growth of approximately 17% [1] Business Segment Performance - Revenue growth is notable across several business segments: - Intelligent logistics equipment shows significant revenue growth, with a strengthened market share in core products like single-piece separation equipment and linear sorting machines, highlighted by successful large-scale projects with China Post [1] - Revenue from specialized printing and scanning products is rapidly increasing, with deepening cooperation in overseas markets and expanding sales scale [1] - Intelligent self-service terminal products continue to grow, with successful bids for major domestic brands and increasing production and sales of refrigerated display cabinets and smart express cabinets in overseas markets [1] Market Strategy - The company maintains a strong "going global" momentum, with a relatively high proportion of revenue from overseas markets while accelerating cooperation with major domestic clients and key projects [1] - The sales scale of intelligent self-service terminals and logistics sorting automation equipment is continuously increasing [1] Operational Management - The company is focused on enhancing operational quality, adhering to the strategic direction of "unmanned and minimal manpower" [1] - The annual operational guidelines emphasize expanding the market, strengthening innovation, ensuring quality, and refining management to improve operational efficiency [1] - The orderly advancement of the "one body, two wings, eight major businesses" strategy is accelerating the achievement of quality growth targets set by the company [1]

一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日—2025 年 12 月 31 日 2、业绩预告情况：自愿性业绩预告 | 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：7,000 | 万元-8,000 | 万元 | 盈利：4,853.63 | 万元 | | | 比上年同期增长：44%-65% | | | | | | 归属于上市公司股东扣除 | 盈利：6,300 | 万元-7,300 | 万元 | 盈利：2,655.25 | 万元 | | 非经常性损益后的净利润 | 比上年同期增长：137%-175% | | | | | | 基本每股收益 | 盈利：0.0882 | 元-0.1008 | 元 | 盈利：0.0750 | 元/股 | 注：上表中数值如有尾差，为四舍五入所致。 证券代码：002376 证券简称：新北洋 公告编号：2026-001 山东新北洋信息技术股份有限公司 2025 年度业绩预增公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的虚假 ...