Core Viewpoint - The company, Suoling Co., Ltd. (002766.SZ), forecasts a net loss attributable to shareholders of 50 million to 70 million yuan for the fiscal year 2025, marking a shift from profit to loss year-on-year [1] Group 1: Financial Performance - The company expects a significant decline in revenue and gross profit due to the completion of major projects and the lack of large-scale production from new projects during the reporting period [1] - The projected net loss represents a substantial change from previous profitability, indicating financial challenges ahead [1] Group 2: Investment and R&D - The company has been increasing investments in automotive intelligence, but there is a mismatch between input and output, leading to high initial expenditures without immediate returns [1] - R&D and sales expenses have continued to grow compared to the same period last year, reflecting ongoing investment in technology and market presence [1] Group 3: Market Competition - The domestic cockpit market is experiencing rapid iteration and intense competition, which has affected the company's competitive position [1] - The original cockpit platform has shown insufficient competitiveness, leading to lower-than-expected promotion and significant impairment signs, prompting the company to make impairment provisions for related assets [1]

Core Viewpoint - The company,索菱股份, anticipates a net profit loss of 50 million to 70 million yuan for 2025, a significant decline from the previous year's net profit of 60.07 million yuan, primarily due to the completion of major projects and the lack of large-scale production from new projects [1] Financial Performance - The expected net profit loss for 2025 is between 50 million and 70 million yuan [1] - The previous year's net profit was 60.07 million yuan [1] Business Operations - The company has completed major projects during the reporting period, which has led to a substantial decline in revenue and gross profit [1] - New projects have not yet reached a scale of mass production, contributing to the financial downturn [1] Investment Strategy - In recent years, the company has increased investments in automotive intelligence, but there is a mismatch between input and output cycles, resulting in significant upfront costs [1] - To strengthen its position in the IoT and V2X fields, the company has intensified its technical and market investments in these areas [1]

Group 1 - The company expects a net loss of 70 million to 50 million yuan for 2025, with a non-recurring net loss of 78.5 million to 58.5 million yuan [1] - During the reporting period, the completion of major projects and the lack of large-scale production for new projects led to a significant decline in revenue and gross profit [1] - The company has been increasing investments in automotive intelligence, but there is a mismatch between input and output cycles, resulting in substantial upfront investments [1] Group 2 - To strengthen its advantages in the IoT and V2X fields, the company has increased its technical and market investments in these areas [1] - Research and development expenses, as well as sales expenses, have increased compared to the same period last year [1] - The domestic cockpit market is evolving rapidly with intense competition, and the company's original cockpit platform lacks competitiveness, leading to lower-than-expected promotion and significant impairment signs [1]

21智讯1月16日电，索菱股份发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-7,000万元～-5,000万元，同比预减183.24%—216.54%；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-7,850万元～-5,850万元，同比预减217.25%—257.34%，变动原因：1、报告期 内，公司大项目履行完毕，新项目尚未形成规模性量产，导致本年度收入及毛利大幅下滑。公司近年来 持续在汽车智能化方面增加投入，但投入产出存在周期错配，前期投入较大。同时，为巩固公司在IOT （物联网）、V2X（车与万物互联技术）领域的优势，公司加大了在该领域的技术及市场投入。报告期 内公司研发费用、销售费用较去年同期仍有所增长。2、国内座舱市场迭代加快，竞争激烈。公司原座 舱平台竞争力不足，推广不及预期，出现明显减值迹象，根据谨慎性原则，对相关资产计提减值准备。 ...

证券代码：002766 证券简称：索菱股份 公告编号：2026-003 深圳市索菱实业股份有限公司 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、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 单位：万元 二、与会计师事务所沟通情况 本次业绩预告相关财务数据未经注册会计师审计，公司已就本次业绩预 告有关事项与会计师事务所进行了预沟通，双方在本次业绩预告方面不存在 重大分歧。 三、业绩变动原因说明 1、报告期内，公司大项目履行完毕，新项目尚未形成规模性量产，导致 本年度收入及毛利大幅下滑。公司近年来持续在汽车智能化方面增加投入， 但投入产出存在周期错配，前期投入较大。同时，为巩固公司在 IOT（物联 网）、V2X（车与万物互联技术）领域的优势，公司加大了在该领域的技术 及市场投入。报告期内公司研发费用、销售费用较去年同期仍有所增长。 2、国内座舱市场迭代加快，竞争激烈。公司原座舱平台竞争力不足，推 广不及预期，出 ...

Market Overview - The Shanghai Composite Index is at 4108.93 points, below the five-day moving average, with a decline of 0.42% [1] - The total trading volume of A-shares is 1,427.2 billion yuan [1] Stocks Exceeding Five-Day Moving Average - A total of 451 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Tianming Technology: 14.26% [1] - Keheng Co., Ltd.: 9.26% [1] - Yunwei Co., Ltd.: 7.41% [1] Stock Performance Data - The following stocks have notable performance metrics: - Tianming Technology: Today's increase of 19.80%, turnover rate of 13.23%, five-day moving average of 21.77 yuan, latest price at 24.87 yuan [1] - Keheng Co., Ltd.: Today's increase of 12.51%, turnover rate of 12.50%, five-day moving average of 13.01 yuan, latest price at 14.21 yuan [1] - Yunwei Co., Ltd.: Today's increase of 9.98%, turnover rate of 3.88%, five-day moving average of 4.21 yuan, latest price at 4.52 yuan [1] Additional Stocks with Performance Metrics - Other stocks with notable performance include: - Wenkai Co., Ltd.: Increase of 10.09%, turnover rate of 3.41%, five-day moving average of 4.48 yuan, latest price at 4.80 yuan [1] - Li Qun Co., Ltd.: Increase of 10.10%, turnover rate of 6.91%, five-day moving average of 5.11 yuan, latest price at 5.45 yuan [1] - Su Dawei Co., Ltd.: Increase of 12.35%, turnover rate of 16.46%, five-day moving average of 42.14 yuan, latest price at 44.93 yuan [1]

Group 1 - The core viewpoint of the news highlights the significant market interest in intelligent driving technologies, particularly focusing on companies like索菱股份, which has shown a 10% increase in stock price due to its advancements in the field [1][3] -索菱股份 has accumulated substantial experience in research and delivery in the field of assisted driving, with successful mass production cases and driving data in L2 and L2++ products, and feasible technical solutions for L3 autonomous driving [1] - The company serves a diverse customer base that includes both passenger and commercial vehicles, covering various models such as sedans, SUVs, MPVs, and light trucks [1] Group 2 - NVIDIA has launched the Alpamayo series of open-source AI models, simulation tools, and datasets aimed at enhancing the development of safe and reliable inference-based assisted driving vehicles [2] - The Alpamayo initiative introduces a complete open-source closed loop that incorporates "causal reasoning" capabilities into the autonomous driving research paradigm, significantly lowering the barriers to industry implementation [2] - The open-source framework includes a high-fidelity end-to-end simulation environment and a diverse large-scale dataset with over 1,700 hours of driving data, which supports rapid validation and strategy optimization for autonomous driving [2]

Group 1 - The smart driving concept has seen a significant rise, with companies like Suoling Co., Ltd. hitting the daily limit up [1] - Weidi Co., Ltd. and Jinjiang Online also reached the daily limit up, indicating strong market interest [1] - Other companies such as Wanjitech, Zhejiang Sebao, and Luchang Technology experienced notable price increases [1]

Group 1 - The core point of the article is that the company,索菱股份 (002766.SZ), currently does not have any business related to robotics [1]

格隆汇1月14日丨索菱股份(002766.SZ)在互动平台表示，公司目前暂时没有对商业航天或者卫星互联网 方面的投资或者合作。 ...