以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况（倍） 中证智能财讯世嘉科技（002796）1月30日晚间披露2025年度业绩预告，预计2025年实现营业收入9.1亿元至9.8亿元；归母净利润亏损4900万元至5900万元， 上年同期盈利9212.33万元；扣非净利润亏损5900万元至6900万元，上年同期亏损1289.9万元；基本每股收益-0.2元/股至-0.24元/股。以最新收盘价计算，市 净率（LF）约13.01倍，市销率（TTM）约11.91倍。 888 - 358 - 35 - 36 - 36 - 15 - 15 - 1 97o76 7307 288 TP3 C 10 - -154 48 202-06-30 2021-06-30 ' 2021-12-37 2020-12-37 22-72-37 3-72 3- 2n- -〇- 行业均值 - 公司 制图数据来自恒生聚源数据库 市盈率(TTM)历史分位(％) 制图数据来自恒生聚源数据库 100 ହ 90 80 70 60 60 50 40 34o77 30 20 10 0 2027-12-37 1 2020-12-3 ...

Core Viewpoint - Sega Technology has announced a profit warning for the fiscal year 2025, expecting a net loss attributable to shareholders of between 49 million to 59 million yuan, and a net loss excluding non-recurring items of between 59 million to 69 million yuan [1] Group 1: Financial Performance - The company anticipates a significant net loss for 2025, with the expected range for net profit attributable to shareholders being a loss of 49 million to 59 million yuan [1] - The expected net profit excluding non-recurring items is projected to be a loss of 59 million to 69 million yuan [1] Group 2: Reasons for Loss - The primary reasons for the anticipated losses include intense market competition leading to a decline in product gross margins [1] - Additional costs incurred due to the temporary shutdown of the subsidiary Zhongshan Yitai [1] - An increase in stock incentive expenses compared to the previous period [1] Group 3: Non-Recurring Items - Non-recurring items are expected to impact the net profit attributable to shareholders by approximately 9.7 million yuan, mainly from fair value changes and investment income related to holdings in Rongqi Technology and the investment in Zhongyuan Fund [1]

Financial Performance Expectations - The company expects a net loss attributable to shareholders of between ¥49 million and ¥59 million for the fiscal year 2025, compared to a profit of ¥92.12 million in the same period last year [3]. - The expected operating revenue for 2025 is projected to be between ¥910 million and ¥980 million, slightly down from ¥959.51 million in the previous year [3]. - The net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be a loss of between ¥59 million and ¥69 million, compared to a loss of ¥12.90 million last year [3]. - The basic earnings per share is projected to be a loss of between ¥0.20 and ¥0.24, down from a profit of ¥0.37 per share in the previous year [3]. Factors Affecting Performance - The decline in performance is attributed to increased market competition leading to lower product gross margins, additional costs from a subsidiary's temporary shutdown, and higher stock incentive expenses compared to the previous period [5]. - Non-recurring gains and losses are expected to impact the net profit by approximately ¥9.7 million, mainly from fair value changes and investment income from holdings in Rongqi Technology [5]. Financial Reporting and Investor Guidance - The financial data provided is a preliminary estimate and has not been audited, with the final figures to be disclosed in the 2025 annual report [6]. - The company emphasizes the importance of cautious decision-making by investors due to the preliminary nature of the earnings forecast [6].

Market Performance - The communication equipment sector rose by 2.77% on January 27, with Cheng Tian Wei Ye leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Top Gainers - Cheng Tian Wei Ye (300689) closed at 53.30, up 19.99% with a trading volume of 83,600 shares and a transaction value of 420 million yuan [1] - Zhong Ci Electronics (003031) closed at 84.79, up 10.00% with a trading volume of 110,900 shares and a transaction value of 908 million yuan [1] - Shi Jia Technology (002796) closed at 50.39, up 10.00% with a trading volume of 279,800 shares and a transaction value of 1.363 billion yuan [1] Notable Decliners - ST Jing Lun (600355) closed at 2.18, down 4.80% with a trading volume of 172,700 shares and a transaction value of 38.19 million yuan [2] - Tong Yu Communications (002792) closed at 52.70, down 4.62% with a trading volume of 957,800 shares and a transaction value of 5.113 billion yuan [2] - Te Fa Information (000070) closed at 11.77, down 3.52% with a trading volume of 520,200 shares and a transaction value of 608 million yuan [2] Capital Flow - The communication equipment sector saw a net inflow of 3.867 billion yuan from institutional investors, while retail investors experienced a net outflow of 1.05 billion yuan [2][3] - Major stocks like Zhong Ji Xu Chuang (300308) had a net inflow of 1.776 billion yuan from institutional investors, while experiencing a net outflow of 177.6 million yuan from retail investors [3] Individual Stock Performance - Tian Fu Communication (300394) had a net inflow of 1.103 billion yuan from institutional investors, with a net outflow of 798 million yuan from retail investors [3] - New Yi Sheng (300502) recorded a net inflow of 1.002 billion yuan from institutional investors, while retail investors saw a net outflow of 164 million yuan [3]

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2026年1月27日，世嘉科技（sz002796）触及涨停，涨停价50.39元，涨幅8.08%，总市值124.95亿元，流 通市值112.74亿元，截止发稿，总成交额8.31亿元。 根据喜娜AI异动分析，世嘉科技涨停原因可能如下，光通信布局+业绩对赌+现金流改善： 1、世嘉科技 处于战略转型期，虽传统业务面临经营压力，2025年三季度净利润大幅亏损5101万元，但公司积极在光 通信领域进行战略投资布局，投资光彩芯辰20%股权并计划控股，该标的公司拥有100G - 1.6T光模块技 术，符合行业发展趋势，这一转型布局为公司带来新的增长预期。 2、光彩芯辰创始股东承诺2026 - 20 ...

本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 证券代码：002796 证券简称：世嘉科技 公告编号：2026-009 苏州市世嘉科技股份有限公司 2026 年第一次临时股东会决议公告 特别提示： 1．本次股东会未出现否决提案的情形。 2．本次股东会未涉及变更以往股东会已通过的决议。 一、会议召开情况 1．会议召开时间： （1）现场会议时间：2026 年 1 月 26 日 14:30 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为 2026 年 1 月 26 日 9:15—9:25，9:30—11:30 和 13:00—15:00；通过深圳证券 交易所互联网投票系统投票的具体时间为 2026 年 1 月 26 日 9:15 至 15:00 期间的 任意时间。 2．现场会议地点：江苏省苏州市虎丘区建林路 439 号世嘉科技一楼会议室。 3．会议召开方式：本次股东会采取现场投票与网络投票相结合的方式。 4．会议召集人：公司董事会 5．现场会议主持人：公司董事长王娟女士 三、提案审议表决情况 本次股东会以现场记名投票和网络投票相结合的表决方式审议 ...

上海市锦天城（南京）律师事务所 法律意见书 上海市锦天城（南京）律师事务所 关于苏州市世嘉科技股份有限公司 2026年第一次临时股东会的 法律意见书 地址：南京市建邺区江东中路 347 号国金中心一期 27、28 楼 电话：025-68515000 传真：025-68516601 本所及本所律师依据《中华人民共和国证券法》《律师事务所从事证券法律 业务管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定及本法 律意见书出具日以前已经发生或者存在的事实，严格履行了法定职责，遵循了勤 勉尽责和诚实信用原则，进行了充分的核查验证，保证本法律意见书所认定的事 实真实、准确、完整，所发表的结论性意见合法、准确，不存在虚假记载、误导 性陈述或者重大遗漏，并承担相应法律责任。 本法律意见书根据《中华人民共和国公司法》（以下简称《公司法》）、《中 华人民共和国证券法》（以下简称《证券法》）、中国证券监督管理委员会（以 下简称中国证监会）《上市公司股东会规则》（以下简称《股东会规则》）及《深 圳证券交易所上市公司股东会网络投票实施细则》（以下简称《股东会网络投票 实施细则》）等现行有效的法律、法规、规范性文件以及《苏州 ...

证券代码：002796 证券简称：世嘉科技 公告编号：2026-008 苏州市世嘉科技股份有限公司 关于召开2026年第一次临时股东会的提示性公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 苏州市世嘉科技股份有限公司（以下简称"公司"或"世嘉科技"）第五届董事会第十三次会议审议通过了 《关于召开2026年第一次临时股东会的议案》，会议决定于2026年1月26日14:30时召开2026年第一次临 时股东会（以下简称"股东会"或"会议"），现将本次会议相关事项通知如下： 一、召开会议的基本情况 1. 股东会届次：2026年第一次临时股东会 2. 股东会的召集人：公司董事会 3. 会议召开的合法、合规性：本次股东会会议的召集、召开程序符合《中华人民共和国公司法》《上市 公司股东会规则》《深圳证券交易所股票上市规则》和《苏州市世嘉科技股份有限公司章程》《苏州市 世嘉科技股份有限公司股东会议事规则》等相关规定。 4. 会议召开的日期、时间： （1）现场会议召开时间：2026年1月26日14:30 （2）网络投票时间： ① 通过深圳证券交易所交易系统网络投票时间：2026年 ...

Core Viewpoint - Sega Technology (002796) is actively engaged in the mobile communication equipment and precision casing systems sectors, with a focus on RF devices and antennas for outdoor macro base stations, and precision casing systems for various specialized equipment manufacturing [1] Group 1: Main Business Segments - The main business of the company includes mobile communication equipment and precision casing systems [1] - Key products in mobile communication equipment are RF devices such as filters and duplexers, and antennas including macro base station antennas and indoor distributed antennas [1] - The precision casing systems include elevator car systems and other specialized equipment casing systems, applicable in various fields such as elevator manufacturing, renewable energy equipment, medical devices, security inspection equipment, energy-saving equipment, semiconductor equipment, and communication equipment [1] Group 2: Major Clients - Major clients for mobile communication equipment include telecom industry downstream integrators such as ZTE, Ericsson, Datang Mobile, and Japan Electric Power [1] - Key customers for precision casing systems consist of high-quality domestic and international clients like Schindler, KONE, Thermo Fisher Scientific, Anritsu, Asteelflash Energy, and Zhongwei Company [1]

Group 1 - The core business of the company is divided into two main segments: mobile communication equipment and precision box systems [2] - The mobile communication equipment segment includes RF devices and antennas, primarily serving outdoor macro base stations with clients like ZTE, Ericsson, and others [2] - The precision box systems segment covers elevator car systems and other specialized equipment, utilized in various industries including elevator manufacturing and medical devices, with notable clients such as Schindler and Thermo Fisher [2] Group 2 - The company currently holds a 20% stake in the target company, with plans to increase its share and achieve control still in the planning stage [3] - The investment will provide financial support for the target company's expansion, facilitate customer resource sharing, and utilize excess production capacity [4] - The target company specializes in optical communication technology, focusing on the R&D, production, and sales of optical communication products, including optical modules and active optical cables [5]