证券代码：300044 证券简称：ST赛为 公告编号：2026-009 深圳市赛为智能股份有限公司 《关于选定重整投资人的债权人会议决议暨公司预重整进展的公告》 的更新公告 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。 深圳市赛为智能股份有限公司（以下简称"公司"或"赛为智能"）于 2026 年 2 月 13 日在指定信息披露媒体发布了《关于选定重整投资人的债权人会议决 议暨公司预重整进展的公告》(公告编号:2026-008)。经公司事后自查，现对相 关内容更新如下： 一、更新内容 更新前： 2026 年 1 月 29 日，公司披露了《关于召开债权人会议选定重整投资人的通 知暨预重整进展公告》（公告编号：2026-007）。为尽快遴选出重整投资人参与 赛为智能的预重整/重整程序，最大程度维护全体债权人及各方利益，预重整管 理人在报告深圳中院同意后，根据最高人民法院关于适用《中华人民共和国企业 破产法》相关规定，于 2026 年 2 月 13 日以书面方式召开赛为智能预重整案债权 人 会 议 以 选 定 重 整 投 资 人 。 上 述 具 体 内 容 详 见 ...

证券代码：300044 证券简称：ST赛为 公告编号：2026-008 深圳市赛为智能股份有限公司 关于选定重整投资人的债权人会议决议 暨公司预重整进展的公告 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。 特别提示： 1、截至本公告披露日，本次预重整投资人虽已经确定，但预重整投资协议 的具体条款尚未确定，公司与最终中选的预重整投资人能否就预重整投资协议 具体内容达成一致及能否签订正式的预重整投资协议尚存在不确定性。 2、虽然深圳中院裁定公司进入预重整程序，但不代表公司进入重整程序， 预重整为法院正式受理重整前的程序，公司预重整能否成功存在不确定性。如 果公司预重整成功，法院将依法审查是否受理重整申请，公司能否进入重整程 序尚存在不确定性。无论公司是否能进入重整程序，公司都将在现有基础上积 极做好日常生产经营管理工作。敬请广大投资者谨慎投资，注意投资风险。 4、公司持续经营能力存在不确定性 中审亚太会计师事务所（特殊普通合伙）出具了带持续经营重大不确定性段 落的保留意见的《2024 年度审计报告》。根据《深圳证券交易所创业板股票上 市规则》第 9.4 条第六项 ...

以上内容基于公开资料整理，不构成投资建议。 近期事件近期ST赛为无新增重大公告，但前期事件持续影响股价。1月29日，公司因限时18天招募重整 投资人引发市场质疑，华夏时报报道指出该流程被债权人质疑可能损害公平性。此外，1月20日公司公 告预计2025年净资产为负，面临退市风险警示。这些事件叠加重整预期，成为近期股价异动的主要驱动 因素。 经济观察网ST赛为（300044）近期股价波动剧烈，近7个交易日累计成交额约82.93亿元，年初至今涨幅 达85.71%。技术指标显示短期存在波动风险。 股票近期走势ST赛为近7个交易日(2026年2月6日至2月13日)股价波动显著，呈现活跃交易态势。根据内 部数据库数据，截至2月13日收盘，股价报7.41元，近5日累计上涨6.93%，年初至今涨幅达85.71%。期 间股价振幅较大，2月11日单日涨幅达5.52%，2月12日则回调2.88%。成交量保持高位，2月9日换手率 高达12.54%，近7日累计成交额约82.93亿元，反映市场关注度较高。技术面显示，股价近期突破布林带 上轨，MACD指标维持多头态势，但KDJ值处于超买区间，提示短期波动风险。 ...

格隆汇2月4日丨ST赛为(300044.SZ)在互动平台表示，公司暂不涉及汽车L3及其以上的自动驾驶业务。 ...

Group 1: Robotics Sector - The robotics concept stocks experienced a significant surge, with Tianqi Co., Ltd. (002009) and Baida Precision Engineering (603331) hitting the daily limit up, while Ruixin Technology and ST Saiwei rose over 11% [1][2] - Notable stocks in the robotics sector included: - Sikan Technology (688583) with a 20% increase - Ruixin Technology (300828) up by 11.13% - ST Saiwei (300044) rising by 11.07% - Oke Yi (688308) increasing by 10.28% - Changfei Optical Fiber (601869) and Tianqi Co., Ltd. both up by 10% [2] Group 2: Robotics Innovation Center - On January 29, the Beijing Humanoid Robot Innovation Center's pilot verification platform was officially launched, marking the first humanoid robot pilot verification platform in Beijing [3] - The platform includes small-batch production lines and testing laboratories, capable of providing comprehensive pilot services from core components to complete machines, with a production capacity of 5,000 humanoid robots annually [3] Group 3: Paper Industry - The paper sector also saw gains, with Yueyang Forest Paper hitting the daily limit up, while other stocks like Songyang Resources, Minshida, and Hengda New Materials followed suit [3][4] - Key performers in the paper industry included: - Yueyang Forest Paper (600963) with a 10.04% increase - Songyang Resources (603863) up by 9.44% - Minshida (920394) rising by 6.91% [4]

证券代码：300044 证券简称：ST赛为 公告编号：2026-007 深圳市赛为智能股份有限公司 关于召开债权人会议选定重整投资人的通知 暨预重整进展公告 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。 特别提示： 1、本次预重整投资人尚未确定，预重整投资协议的具体条款亦尚未确定， 公司与最终中选的预重整投资人能否就预重整投资协议具体内容达成一致及能 否签订预重整投资协议尚存在不确定性。 2、虽然深圳中院裁定公司进入预重整程序，但不代表公司进入重整程序， 预重整为法院正式受理重整前的程序，公司预重整能否成功存在不确定性。如 果公司预重整成功，法院将依法审查是否受理重整申请，公司能否进入重整程 序尚存在不确定性。无论公司是否能进入重整程序，公司都将在现有基础上积 极做好日常生产经营管理工作。敬请广大投资者谨慎投资，注意投资风险。 3、根据《深圳证券交易所创业板股票上市规则（2025 年修订）》第 10.4.18 条第（八）项的规定，如果公司因重整失败而被法院裁定破产，则公司股票将 面临被终止上市的风险。敬请广大投资者注意投资风险。 4、公司持续经营能力存在不确 ...

对此，上述ST赛为相关人士称，从1月8日至26日有两周的时间，时间是充足的。 自2026年1月8日深圳市赛为智能股份有限公司（300044.SZ，下称"ST赛为"或"赛为智能"）宣布将招募重整投资人的消息后，其股价已经从4.31元/股上涨至1 月28日的6.16元/股，涨幅近43%。 1月8日，ST赛为发布公告称，将公开招募重整投资人。这引发市场对其产业资源注入的强烈预期，并推动股价大幅上涨。 Wind数据显示，ST赛为关于公开招募和遴选重整投资人的公告于1月8日17点27分挂网，约定此次招募截止时间为1月26日中午12点。 1月28日，经济观察网记者致电ST赛为年报披露电话询问其招募和遴选重整投资人的问题，ST赛为相关人士回复表示，目前仍未接到法院的通知，以后续公 告为准。 一名ST赛为的债权人向经济观察网记者表示，由于招募重整投资人的时间过短"根本来不及"。该债权人认为，ST赛为此次招募全流程期限过短，剥夺大部 分潜在投资人的参与机会，"要在这么短的时间内完成报名、保证金缴纳、资格审查、尽职调查、投资方案提交等核心环节，难度非常大。"该人士称，其对 于此次招募流程感到不满，已向法院提交投诉函。 经济观察网 ...

Core Viewpoint - The A-share market is experiencing a surge in performance forecasts, with several companies issuing "*ST" warnings, indicating potential delisting risks due to negative net assets [1][2]. Group 1: Company Announcements - Ba Yi Steel announced on January 25 that its stock may face delisting risk warnings due to expected negative net assets of between -1.95 billion to -1.76 billion yuan by the end of 2025 [2][3]. - As of January 26, a total of seven companies have disclosed potential "*ST" warnings, with five of them indicating negative net assets [2][3]. Group 2: Financial Projections - The five companies with expected negative net assets include Ba Yi Steel, ST Saiwei, Huaxia Happiness, Yijing Photovoltaic, and ST Huapeng, all of which are projected to have negative net assets by the end of 2025 [3][4]. - Huaxia Happiness is expected to report the largest loss, with projections ranging from -16 billion to -24 billion yuan, while Ba Yi Steel anticipates a loss of -1.85 billion to -2.05 billion yuan [5][6]. Group 3: Market Impact - Following the announcement, Ba Yi Steel's stock price fell to the limit down price of 3.24 yuan per share, resulting in a total market capitalization of 4.967 billion yuan [2][6]. - The overall market sentiment is affected as all seven companies are projected to report net losses for 2025, indicating a challenging financial environment [5][6].

Core Viewpoint - The A-share market is experiencing a surge in performance forecasts, while several listed companies have issued "*ST" warnings, indicating potential delisting risks due to negative net assets [1][3]. Group 1: Company Announcements - On January 25, Bayi Steel (600581) announced that its stock may be subject to delisting risk warnings due to expected negative net assets [3]. - As of January 26, a total of 7 companies have disclosed potential "*ST" warnings, with 5 of them indicating negative net assets at the end of the period [1][5]. Group 2: Financial Forecasts - Bayi Steel expects its net assets to be between -1.76 billion to -1.95 billion yuan by the end of 2025, which triggers delisting risk warnings under the Shanghai Stock Exchange rules [3]. - Other companies, including Huaxia Happiness and ST Saiwei, also forecast negative net assets, with Huaxia Happiness projecting a range of -15 billion to -10 billion yuan [5][7]. Group 3: Market Impact - Following the announcement, Bayi Steel's stock price fell to the limit down price of 3.24 yuan per share, resulting in a total market capitalization of 4.967 billion yuan [4]. - The overall market sentiment is affected, as all 7 companies are expected to report net losses for 2025, with Huaxia Happiness leading with a projected loss of 16 billion to 24 billion yuan [7]. Group 4: Company Profiles - ST Saiwei, which has previously faced delisting risks, is now again under scrutiny due to financial performance issues, with expected net assets of -870 million to -620 million yuan [5][8]. - Tianjian Technology and Shuai Feng Electric are also facing delisting risks due to financial metrics, with Tianjian expecting a total loss of 170 million to 242 million yuan for 2025 [6][7].

Market Overview - The IT services sector experienced a decline of 1.88% on January 26, with ST Saiwei leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Top Performers - Wangsu Technology (300017) saw a significant increase of 20.03%, closing at 13.78 with a trading volume of 5.28 million shares and a transaction value of 6.93 billion [1] - Yuke Technology (688158) also performed well, rising by 19.99% to close at 39.13, with a trading volume of 1.23 million shares and a transaction value of 4.64 billion [1] - Meili Cloud (000815) increased by 10.03%, closing at 13.17, with a trading volume of 568,000 shares and a transaction value of 716 million [1] Underperformers - ST Saiwei (300044) experienced a significant drop of 14.33%, closing at 5.62 with a trading volume of 1.21 million shares and a transaction value of 753 million [2] - Zhongke Star Map (688568) fell by 11.03%, closing at 77.10, with a trading volume of 490,700 shares and a transaction value of 3.90 billion [2] - Xingtou Measurement and Control (920116) decreased by 9.56%, closing at 116.90, with a trading volume of 82,300 shares and a transaction value of 982 million [2] Capital Flow - The IT services sector saw a net outflow of 1.075 billion from institutional investors, while retail investors contributed a net inflow of 1.332 billion [2] - Major stocks like Wangsu Technology and Dazhi Technology attracted significant net inflows from institutional investors, with 1.7 billion and 738 million respectively [3] - Conversely, retail investors showed a net outflow from several stocks, including Yuke Technology and Meili Cloud, indicating a shift in investment sentiment [3]