Group 1 - The company, Southern Precision, announced the convening of its 25th meeting of the sixth board of directors on December 5, 2025, and the third extraordinary shareholders' meeting on December 22, 2025, to review the proposal for changes in registered capital and amendments [1] - The company has completed the relevant industrial and commercial change registration procedures and the filing of the amended Articles of Association, and has obtained a new business license from the Changzhou Administrative Service Management Office [1]

证券代码：002553 证券简称：南方精工 公告编号：2026-003 江苏南方精工股份有限公司 关于完成工商变更登记并换发《营业执照》的公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、 董事会及股东会会议召开情况 江苏南方精工股份有限公司 法定代表人：史建伟 注册资本：35340.9639万元 成立日期：1998年05月08日 经营范围：一般项目：轴承制造；轴承销售；汽车零部件研发；汽车零部件及 配件制造；汽车零配件批发；汽车零配件零售；机械零件、零部件加工；机械零件、 零部件销售；工业机器人制造；集成电路芯片设计及服务；集成电路芯片及产品制 造；集成电路芯片及产品销售（除依法须经批准的项目外，凭营业执照依法自主开 江苏南方精工股份有限公司（以下简称"公司"）分别于2025年12月5日和2025 年12月22日召开了第六届董事会第二十五次会议和2025年第三次临时股东会，审议 通过了《关于变更注册资本、修订<公司章程>的议案》，具体内容详见公司于2025 年12月25日在巨潮资讯网（www.cninfo.com.cn）上披露的《关于变更注册资本、修 ...

江苏南方精工股份有限公司 证券代码：002553 证券简称：南方精工 公告编号：2026-002 江苏南方精工股份有限公司 关于股东权益变动比例触及5%的整倍暨披露简式权益变动报 告书的提示性公告 股东浙江银万私募基金管理有限公司－银万全盈30号私募证券投资基金保证 向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 特别提示： 1、本次权益变动属于股东减持股份，不触及要约收购； 2、本次权益变动不涉及公司控股股东及实际控制人，不会导致公司控股股东 及实际控制人发生变更，不会影响公司的治理结构和持续经营； 3、本次权益变动前，浙江银万私募基金管理有限公司－银万全盈 30 号私募证 券投资基金持有公司股份 6,957,230 股（系史娟华一致行动人），同时根据《上市 公司股东减持股份管理暂行办法》第二十条，与一致行动人史建伟、史维、许维南、 史建仲、史娟华合计持有 141,517,262 股，占公司当前总股本的 40.04%。 本次权益变动后，浙江银万私募基金管理有限公司－银万全盈30号私募证券投 资基金持有公司股份6,803,830股，同时根据《上市公司股东减持股份管理暂行办 法》 ...

江苏南方精工股份有限公司 简式权益变动报告书 信息披露义务人：浙江银万私募基金管理有限公司－银万全盈 30 号私募证 券投资基金 住所或通讯地址：浙江省杭州市滨江区长河街道山一社区孔家里 218 号 102 室 信息披露义务人的一致行动人：史建伟 住所或通讯地址：江苏省常州市武进区湖塘镇****** 信息披露义务人的一致行动人：史维 住所或通讯地址：上海市浦东新区东方路****** 信息披露义务人的一致行动人：许维南 住所或通讯地址： 江苏省常州市武进区牛塘镇****** 1 上市公司：江苏南方精工股份有限公司 上市地点：深圳证券交易所 股票简称：南方精工 股票代码：002553 信息披露义务人的一致行动人：史娟华 住所或通讯地址：江苏省常州市武进区湖塘镇****** 信息披露义务人的一致行动人：史建仲 住所或通讯地址：江苏省常州市武进区牛塘镇****** 权益变动性质：股份减少 签署日期：2026 年 1 月 2 信息披露义务人声明 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反信息披露义务人所任职或持有权益公司章程或内部规则中的任何条款，或 与之相冲突。 三、依据《中华人民共和国证 ...

Core Viewpoint - Solid growth in core business is essential for companies to navigate through economic cycles [1] Performance Growth Highlights - **XianDao Intelligent (300450)**: Expected net profit of 150 million to 180 million, a year-on-year increase of 424.29% to 529.15% due to recovery in global battery demand and internal digital transformation [6] - **YongChuang Intelligent (603901)**: Expected net profit of 12.8 million to 15.5 million, a year-on-year increase of 721.57% to 894.86% driven by improved delivery efficiency and product structure optimization [7] - **DaoShi Technology (300409)**: Expected net profit growth of 206.01% to 269.76% due to increased production capacity and recovery in cobalt prices [8] - **FuDa Alloy (603049)**: Expected net profit growth of 119.14% to 219.95% supported by stable demand in power equipment and new energy sectors [9] - **ZhaoJin Gold (000506)**: Expected net profit of 12.2 million to 18.2 million, a turnaround from a loss of 127 million last year, driven by increased production and rising gold prices [10] - **SiTeWei (688213)**: Expected net profit of 97.635 million to 103.053 million, a year-on-year increase of 149% to 162% due to increased shipments of smartphone camera products [11] - **ZhongWei Semiconductor (688380)**: Expected net profit of around 28.4 million, a year-on-year increase of approximately 107.55% due to new product launches [12] - **Hunan Gold (002155)**: Expected net profit of 127 million to 160.8 million, a year-on-year increase of 50% to 90% driven by rising sales prices [13] - **NanFang Precision (002553)**: Expected net profit of 30 million to 37 million, a year-on-year increase of 1,130% to 1,417% due to investment project evaluations [14] - **Shanghai YiZhong (688091)**: Expected net profit of 6 million to 7 million, a year-on-year increase of 760.18% to 903.54% due to inclusion in the national medical insurance directory [15] - **RunTu Co., Ltd. (002440)**: Expected net profit of 60 million to 70 million, a year-on-year increase of 181.05% to 227.89% driven by improved operating profits [16] Major Performance Changes - **HeFu China (603122)**: Expected net loss of 36 million to 25 million, a shift from profit due to changes in the macro environment and industry policies [17] - **ChangJiu Logistics (603569)**: Expected net loss of 75 million to 50 million, a shift from profit due to asset impairment and operational challenges [18] - **ZhiChun Technology (603690)**: Expected net loss of 45 million to 30 million, a shift from profit due to increased competition and rising R&D costs [19] - **BaYi Steel (600581)**: Expected net loss of 205 million to 185 million, a shift from profit due to supply-demand imbalance in the steel industry [20] - **AoKeMa (600336)**: Expected net loss of 22 million to 17 million, a shift from profit due to increased competition in the home appliance sector [21] - **HuiDa Sanitary Ware (603385)**: Expected net loss of 21.6 million to 18 million, a shift from profit due to market demand decline [22] - **DongFeng Co. (600006)**: Expected net loss of 48 million to 39 million, a shift from profit due to competitive pressures in the commercial vehicle market [23] Industry Trend Analysis - **High Growth Industries**: Stable demand in new energy sectors benefits companies like FuDa Alloy [24] - **Performance Changes in Industries**: - New energy and lithium battery equipment sectors are experiencing explosive growth [25] - Gold and precious metals sectors are seeing significant profit improvements due to high prices [26] - Semiconductor and automotive electronics are benefiting from trends in smart vehicles [27] - Medical circulation is under pressure from cost control policies [28] - Logistics and transportation are facing profitability challenges due to falling prices [29] - Semiconductor equipment is experiencing short-term performance declines due to cyclical fluctuations [30] - Traditional manufacturing sectors like steel and home appliances are facing intensified competition [31]

Core Viewpoint - A total of 947 companies have announced their performance forecasts for the year 2025, with 290 companies expecting profit increases, representing 30.62% of the total [1]. Group 1: Performance Forecasts - Among the 947 companies, 290 are expected to report profit increases, while 318 anticipate losses and 127 expect profit declines, resulting in a total of 37.91% of companies reporting positive forecasts [1]. - The median profit increase for 165 companies is projected to exceed 100%, while 170 companies expect profit increases between 50% and 100% [1]. - The company with the highest expected profit increase is Huisheng Biological, with a median profit increase of 1355.24% [1]. Group 2: Industry Analysis - The sectors with the most companies expecting profit increases include electronics (26 companies), basic chemicals (19 companies), and pharmaceutical biology (18 companies) [1]. - The distribution of companies expecting profit increases is as follows: 94 from the main board, 53 from the ChiNext board, 16 from the Sci-Tech Innovation board, and 2 from the Beijing Stock Exchange [1]. Group 3: Stock Performance - Companies with expected profit increases have averaged a 15.11% rise in stock prices this year, outperforming the Shanghai Composite Index [2]. - The stock with the highest increase is Jinhaitong, which has risen by 98.43% this year [2]. - Among the stocks that have decreased, *ST Panda has the largest drop at 13.90%, followed by Defu Technology and Penghui Energy with declines of 12.69% and 10.82%, respectively [2].

受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我 一、年度业绩暴涨 南方精工（维权）近日股价异动上涨，消息面上1月21日晚间披露2025年度业绩预告，预计2025年归母 净利润3亿元至3.7亿元，同比增长1130%-1417%；扣非净利润预计9000万元-1.07亿元。预计2025年净利 润暴增。 业绩的大幅提升对投资者维权也有积极作用。公司曾因误导性陈述引发索赔。目前维权时效还未到期， 投资者还可加入维权。 这些关于人形机器人相关业务的内容引发市场热烈反应，导致公司股价连续多次涨停。 在股价异动后，南方精工未及时了解造成交易异常波动的影响因素，未在6月26日、6月28日发布的股票 交易异常波动公告中就公司在互动易平台发布内容进行澄清。 江苏证监局经过调查认定，南方精工在互动易平台上的回复内容不准确，与事实相比存在一定程度的夸 大，存在误导性陈述的情形。刘鹏律师提醒，符合索赔条件的投资者应把握最后时机，尽快加入维权行 列。 （本文由上海沪紫律师事务所 ...

Group 1 - A total of 717 companies have announced their annual performance forecasts for 2025, with 232 companies expecting profit increases, accounting for 32.36% [1] - Among the companies forecasting profit increases, 136 expect a net profit growth of over 100%, while 119 anticipate growth between 50% and 100% [1] - The highest expected net profit growth is from Huisheng Biological, with a median increase of 1355.24%, followed by Southern Precision Engineering at 1273.50% and Shanghai Yizhong at 831.86% [1] Group 2 - The average increase in stock prices for companies expecting profit growth has been 13.25% this year, outperforming the Shanghai Composite Index [2] - The stock with the highest increase is Jinhaitong, which has risen by 88.03% year-to-date, followed by Baiwei Storage and Zhongtai Co., which have increased by 63.60% and 58.73% respectively [2] - Among the companies with declining stock prices, Penghui Energy has seen the largest drop at 15.67%, with Hongyuan Green Energy and Defu Technology also experiencing significant declines of 13.77% and 12.82% respectively [2] Group 3 - The list of companies expecting significant profit increases includes Huisheng Biological (1355.24%), Southern Precision Engineering (1273.50%), and Shanghai Yizhong (831.86%) [3][4] - Other notable companies with high expected profit growth include Jin'an Guoji (763.47%), Zhongtai Co. (677.22%), and Southern Power Source (667.73%) [3][4] - The sectors with the most companies expecting profit growth include electronics, basic chemicals, and pharmaceutical biology, with 20, 19, and 15 companies respectively [1]

Group 1 - A-share market is experiencing a concentrated release of performance forecasts, with 640 companies disclosing their 2025 performance predictions, of which 248 companies are expected to have positive results, accounting for 38.75% [1] - Among the companies, 130 are expected to have a net profit growth exceeding 100%, with 29 companies exceeding 300% and 11 companies exceeding 500% [1] - The top three companies in terms of profit growth are Huisheng Biological, Southern Precision, and Shanghai Yizhong, with expected net profit growth rates of 1444.54%, 1417.00%, and 903.54% respectively [1] Group 2 - The hard technology sector is highlighted as a major growth area, driven by the increasing demand for AI infrastructure and computing power, leading to significant profit increases for companies in storage and PCB sectors [2] - In the storage sector, Baiwei Storage expects a net profit of 850 million to 1 billion yuan in 2025, representing a year-on-year growth of 427.19% to 520.22%, with a quarterly net profit growth of up to 1449.67% [2] - Demingli, another storage company, anticipates revenues of 10.3 billion to 11.3 billion yuan in 2025, with a net profit growth of up to 128.21% [2] Group 3 - PCB leader Shenghong Technology forecasts a net profit of 4.16 billion to 4.56 billion yuan in 2025, with a year-on-year growth of 260.35% to 295%, driven by high-end product mass production in the AI computing field [3] - Other technology companies like Changxin Bochuang and Zhongke Lanyun also predict significant profit growth, with some companies expecting to double their earnings [3] - The growth in the hard technology sector is seen as a direct reflection of the industrialization of AI technology, with increased demand for high-end storage and PCB hardware [3]

经济观察网2026年1月21日，南方精工（002553）发布2025年度业绩预告，预计2025年净利润3亿元至 3.7亿元，同比增长1130%至1417%；扣除非经常性损益后的净利润9000万元至1.07亿元，同比下降1%至 16%。 ...