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 ...

Core Viewpoint - The stock price of ST SAIWEI has increased by nearly 43% from 4.31 CNY per share on January 8 to 6.16 CNY per share on January 28, following the announcement of recruiting restructuring investors [2]. Group 1: Investor Recruitment Announcement - On January 8, ST SAIWEI announced the public recruitment of restructuring investors, which led to strong market expectations for industrial resource injection and a significant rise in stock price [2]. - The recruitment announcement was made at 17:27 on January 8, with a deadline set for January 26 at 12:00 [2]. - A creditor expressed dissatisfaction with the short recruitment timeline, stating that it was insufficient for potential investors to complete necessary processes such as registration, deposit payment, qualification review, due diligence, and investment proposal submission [2]. Group 2: Company Performance and Financial Outlook - ST SAIWEI is expected to report a net loss of 720 million to 1.02 billion CNY for the fiscal year 2025, which represents a further deterioration compared to the previous year [3]. - The company's net assets are projected to turn negative, falling to between -870 million and -620 million CNY [3]. - The anticipated negative net assets may lead to a risk warning for the company's stock trading, potentially resulting in a "*ST" designation after the annual report is disclosed [4]. Group 3: Legal and Operational Challenges - The expected net profit decline is attributed to litigation and arbitration judgments involving Shenzhen Aite Network Technology Co., Ltd., which is estimated to impact the net profit by approximately -718 million CNY [4].

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]

Core Viewpoint - The A-share market is experiencing a surge in autonomous driving concept stocks, driven by positive developments in regulatory approvals for Tesla's Full Self-Driving (FSD) technology [1][2]. Group 1: Stock Performance - Ruichuang Micro-Nano (688002) reached a 20% limit up, with a total market capitalization of 56.8 billion and a year-to-date increase of 22.33% [2]. - Jingwei Hengrun (688326) rose by 16.7%, with a market cap of 17.3 billion and a year-to-date increase of 22.61% [2]. - Hanxin Technology (920092) increased by 10.72%, with a market cap of 2.854 billion and a year-to-date increase of 22.81% [2]. - Siwei Tuxin (002405) saw a rise of 9.98%, with a market cap of 26.6 billion and a year-to-date increase of 24.75% [2]. - Other notable performers include Huayi Technology (688071) up by 9.75%, Jiu Zhi Yang (300516) up by 9.32%, and Jingjin Electric (688280) up by 8.61% [2]. Group 2: Market Trends - The overall trend in the A-share market indicates a strong interest in autonomous driving technologies, as evidenced by the significant price increases in related stocks [1]. - Tesla CEO Elon Musk's announcement at the Davos World Economic Forum regarding the potential approval of FSD in Europe and China has likely contributed to the bullish sentiment in the market [1].

Core Viewpoint - ST Saiwei (300044.SZ) announced that its director and deputy general manager, Ms. Zhao Yu, plans to reduce her shareholding in the company through centralized bidding within three months, starting from February 13, 2026, to May 12, 2026, with a maximum reduction of 16,000 shares, accounting for 0.0021% of the total share capital [1] Summary by Relevant Sections - Share Reduction Plan - Ms. Zhao Yu intends to reduce her holdings by up to 16,000 shares [1] - This reduction represents 0.0021% of the company's total share capital [1] - Adjustment Clause - The number of shares to be reduced will be adjusted accordingly if there are changes in the share capital due to stock dividends, capital reserve transfers, or rights issues during the reduction period [1]

Group 1 - The company ST Sai announced that its board member and deputy general manager, Zhao Yu, plans to reduce her shareholding by a maximum of approximately 16,000 shares, which represents 0.0021% of the company's total share capital [1] - The reduction will take place within three months from February 13, 2026, to May 12, 2026, through centralized bidding [1] - If there are any changes in the company's share capital due to stock distribution, capital reserve conversion, or rights issues during the reduction period, the number of shares to be reduced will be adjusted accordingly [1]

Core Viewpoint - The company ST Saiwei announced that its director and vice president, Zhao Yu, plans to reduce her shareholding in the company due to personal financial needs, with a maximum reduction of 16,000 shares, representing 0.0021% of the total share capital [1] Summary by Relevant Sections - **Share Reduction Plan** - Zhao Yu intends to reduce her holdings within three months from February 13, 2026, to May 12, 2026, through centralized bidding [1] - The maximum number of shares to be reduced is 16,000, which is 0.0021% of the company's total share capital [1] - **Reason for Reduction** - The reduction is attributed to personal financial needs [1] - **Source of Shares** - The shares to be reduced are sourced from equity incentives granted to Zhao Yu [1]

证券代码：300044 证券简称：ST赛为 公告编号：2026-006 深圳市赛为智能股份有限公司 关于董事兼副总经理减持股份预披露公告 董事兼副总经理赵瑜女士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。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示: 深圳市赛为智能股份有限公司（以下简称"公司"）董事兼副总经理赵瑜女 士拟自本公告披露起15个交易日后三个月内（2026年2月13日至2026年5月12日） 以集中竞价方式减持本公司股份，减持数量不超过16,000股，占本公司总股本的 0.0021%。若减持期间公司有送股、资本公积金转增股本、配股等导致股本发生 变动的，拟减持股份数量进行相应调整。 公司于近日收到公司董事兼副总经理赵瑜女士的《减持计划告知函》，现将 有关情况公告如下： 1、减持原因：个人资金需求。 2、股份来源：股权激励获授的股份。 4、减持方式：集中竞价交易。 5、减持期间：将于本减持计划公告披露之日起15个交易日之后的3个月内进 行（即2026年2月13日至2026年5月12日）。减持期间如遇买卖股票的窗口期限制， 则停止 ...