经济观察网1月9日，"行稳致远道阻且长"2026艾比森（300389）蜂巢年会在深圳举办，采用线下+全球 直播形式，汇聚600余位全球嘉宾。2025年艾比森业绩亮眼，归母净利润预增105-148%，经营性现金流 增长约440%，显示业务签单47.6亿元，品牌价值达166.72亿元，斩获"国际信誉品牌"等荣誉。会上，董 事长丁彦辉提出四维发展战略，以"聚焦机制优化、强化团队建设、明晰目标路径、锚定核心根基"四大 维度深刻剖析在当前市场环境下企业高质量发展的核心逻辑，他强调，"走得稳，才能走得远，做企业 就像马拉松式的接力赛，要比谁走得更远、更持久。"总裁丁崇彬在会上也明确2026年68亿元签单目 标，将深化"大平台+小前端"模式。未来艾比森将聚焦LED显示主航道，以客户为中心，打造商业文明 标杆。 ...

Core Viewpoint - The company, Absen (300389.SZ), has reported strong performance for 2025, exceeding market expectations with significant revenue and profit growth driven by domestic and international market opportunities, product optimization, and operational efficiency [1][4]. Group 1: Financial Performance - For 2025, Absen expects revenue of 4.156 billion yuan, a year-on-year increase of 13.46% [1][4]. - The projected net profit attributable to shareholders is between 240 million and 290 million yuan, representing a substantial increase of 105.32% to 148.09% compared to the previous year's 117 million yuan [1][4]. - The company anticipates a non-recurring net profit of 219 million to 269 million yuan, reflecting a growth of 188.35% to 254.23% year-on-year [4][5]. - The gross profit margin for 2025 is expected to be around 31%, an increase of 3.5 percentage points from 2024 [5]. Group 2: Market Dynamics - Absen's overseas revenue is projected to be approximately 3.193 billion yuan, a year-on-year growth of about 8.94%, accounting for approximately 76.83% of total revenue [1][4]. - The domestic market is expected to generate around 963 million yuan in revenue, with a year-on-year increase of approximately 31.56% despite overall weak demand in the LED display sector [5]. Group 3: Research and Development - From 2021 to the first three quarters of 2025, Absen's cumulative R&D expenses reached 698 million yuan, reinforcing its technological barriers [2][7]. - The company has maintained a consistent R&D investment strategy, with R&D expenses as a percentage of annual revenue ranging from 4.17% to 4.63% over the past five years [7]. - As of June 2025, Absen has applied for over 1,300 intellectual property rights globally, with 30% being invention patents, supporting its competitive edge in advanced technologies [7]. Group 4: Asset Growth and Capital Operations - As of the end of the third quarter of 2025, Absen's total assets reached a historical high of 4.301 billion yuan, an increase of 18.48% year-on-year [2][6][8]. - The company plans to raise up to 360 million yuan through a private placement to enhance liquidity and optimize its capital structure [8]. - Absen's total assets have grown from 2.121 billion yuan at the end of 2020 to 3.673 billion yuan at the end of 2024, marking a 73.17% increase during this period [8]. Group 5: Market Recognition - The capital market has recognized Absen's growth potential, with the company's stock price increasing by 56.14% throughout 2025 [9]. - As of January 9, 2026, Absen's stock closed at 17.51 yuan per share, reflecting a year-to-date increase of 7.89% and a total market capitalization of 6.463 billion yuan [9].

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。 证券代码：300389 证券简称：艾比森 公告编码：2026-002 深圳市艾比森光电股份有限公司 关于完成工商变更登记的公告 深圳市艾比森光电股份有限公司（以下简称"公司"）于 2025 年 11 月 7 日 召开的 2025 年第四次临时股东大会审议通过了《关于变更注册资本及修订<公司 章程>的议案》，公司于近日在深圳市市场监督管理局完成了工商变更登记及备 案手续，领取了《登记通知书》。 公司本次变更后的工商登记基本信息如下： 统一社会信用代码：91440300731127582R 企业名称：深圳市艾比森光电股份有限公司 特此公告。 住所：深圳市龙岗区坂田街道雪岗路 2018 号天安云谷产业园一期 3 栋 A 座 18、19、20 层 注册资本（万元）：36,910.0317 企业类型：上市股份有限公司 法定代表人：丁彦辉 成立日期：2001 年 8 月 23 日 经营期限：永续经营 经营范围：兴办实业（具体项目另行申报）；LED 电子显示屏的研发、销 售，计算机软件开发、服务、销售（以上不含禁止、限制项目） ...

Core Viewpoint - The company, Absen, anticipates significant growth in its 2025 financial performance, projecting a net profit attributable to shareholders between 240 million to 290 million yuan, representing a year-on-year increase of 105.32% to 148.09% [1][5]. Financial Performance - The expected operating revenue for 2025 is approximately 4.156 billion yuan, with a basic earnings per share forecasted between 0.6502 to 0.7857 yuan [1][5]. - The net profit for the reporting period is projected to be 240 million to 290 million yuan, with a year-on-year growth of 105.32% to 148.09% [3][6]. - The net profit after deducting non-recurring gains and losses is expected to be around 218.85 million to 268.85 million yuan, reflecting a year-on-year increase of 188.35% to 254.23% [3][6]. Revenue Breakdown - The company achieved approximately 4.156 billion yuan in operating revenue, marking a year-on-year increase of about 13.46% [4][6]. - Revenue from overseas markets reached approximately 3.193 billion yuan, with a year-on-year growth of about 8.94%, indicating strong performance in over 140 countries [4][6]. - In the domestic market, despite overall weak demand for LED displays, the company generated about 963 million yuan in revenue, reflecting a year-on-year increase of approximately 31.56% [4][7]. Profitability and Efficiency - The overall gross margin for the reporting period is approximately 31%, an increase of about 3.5 percentage points compared to 2024 [4][8]. - The company has focused on enhancing research and development, leading to a virtuous cycle of investment, technological breakthroughs, and market premiums [8]. - The company has implemented a "big product" strategy to optimize production efficiency and has reduced the period expense ratio by approximately 0.8 percentage points [8]. Cash Flow and Management - The net cash flow from operating activities for 2025 is expected to be around 824 million yuan, representing a substantial year-on-year increase of approximately 440% [5][8]. - The company has improved accounts receivable management, reducing the average collection period by about 16 days, and has enhanced inventory turnover efficiency, shortening the inventory turnover period by approximately 3 days [5][8]. - The expected impact of non-recurring gains and losses on net profit is estimated to be around 21.15 million yuan, a decrease compared to the previous year [9].

Core Viewpoint - The company, Absen, forecasts a significant increase in net profit for the year 2025, with expectations of reaching between 240 million to 290 million yuan, representing a growth of 105.32% to 148.09% compared to the previous year [2] Group 1: Financial Performance - The projected net profit attributable to shareholders is expected to be between 240 million to 290 million yuan, a substantial increase from 116.89 million yuan in the previous year [2] - The net profit after deducting non-recurring gains and losses is anticipated to be between 218.85 million to 268.85 million yuan, marking a significant growth of 188.35% to 254.23% from 75.90 million yuan [2] - Basic earnings per share are expected to be between 0.6502 yuan and 0.7857 yuan, an increase of 103.70% to 146.15% from 0.3192 yuan in the previous year [2] Group 2: Revenue Growth - The company expects to achieve an operating revenue of approximately 4.156 billion yuan in 2025, reflecting a year-on-year increase of about 13.46% compared to 2024 [2] - Revenue from overseas markets is projected to be around 3.193 billion yuan, with a year-on-year growth of approximately 8.94%, supported by a well-established global channel network [2] - In the domestic market, despite a general decline in LED display demand, the company achieved a revenue of about 963 million yuan, representing a year-on-year increase of approximately 31.56% [2] Group 3: Profitability and Efficiency - The gross profit margin for 2025 is expected to be around 31%, an increase of approximately 3.5 percentage points compared to 2024, driven by strategic initiatives in technology and product management [3] - The company has focused on high-quality operations, resulting in a reduction of the expense ratio by about 0.8 percentage points year-on-year [4] - Operating cash flow is projected to reach approximately 824 million yuan, a significant increase of about 440% compared to 2024 [4] Group 4: Strategic Initiatives - The company emphasizes a "technology-leading" strategy, increasing R&D investment to foster a cycle of innovation and market premium [3] - A focus on high-value projects and premium clients has been established to enhance customer lifetime value and brand influence [3] - The company is actively reallocating resources from low-efficiency markets to high-value markets and products, optimizing its channel strategies [4]

Investment & Operations - Aimeike's exclusive distribution of botulinum toxin type A injection product has received drug registration certificate [1] - Kangtai Biological's clinical trial application for acellular pertussis-diphtheria-tetanus (component) combined vaccine has been accepted [1] - Runjian Co. signed a strategic cooperation framework agreement with JD Technology to expand in AI applications and intelligent computing cloud [1] - Zhongwu Drone signed a contract for drone systems worth over 100 million, expected to positively impact annual operating performance [1] - Jiechuang Intelligent plans to procure IT equipment and spare parts totaling no more than 4 billion for cloud computing business [1] - Pairui Co. signed a bulk procurement framework agreement for IGBT chips, with forecasted supply total amounting to approximately 131.4 billion for 2028, 2029, and 2030 [1] - Poly United won a bid for a 1.528 billion yuan stripping engineering project [1] - Quanxin Co. plans to issue convertible bonds to raise no more than 312 million for commercial aviation transmission and integrated communication products [1] - Guangdong Power A's Huizhou power plant expansion project (2×1000MW) has commenced operation for unit 5, with a total investment of 8.05 billion [1] - Changhong Technology's subsidiary has secured semiconductor consumables orders from a major domestic wafer factory, expected to account for over half of procurement share by 2026 [1] Performance - Jinli Permanent Magnet expects a net profit increase of 127%-161% year-on-year for 2025, with small batch deliveries of embodied robot motor rotors and magnetic materials [1] - Yingqu Technology anticipates a net profit increase of 114.69%-162.40% year-on-year for 2025 [1] - Absen expects a net profit increase of 105.32%-148.09% year-on-year for 2025 [1] - Industrial Fulian plans to distribute cash dividends totaling 6.55 billion (including tax) for the first half of 2025, with the equity registration date set for January 15, 2026 [1] Capital Operations - Beifang Changlong plans to acquire 51% of Shunyi Technology, expected to constitute a major asset restructuring [2] - Huibo Pu is planning to transfer 25%-30% of its shares, leading to stock suspension [2] - Tiansheng New Materials' largest shareholder Wu Haizhou is planning significant matters that may lead to a change in control, resulting in stock suspension [2] - Quanyin High-Tech's offer from Zhongzhong Group has expired, and the stock will resume trading [2] - Kede Education's actual controller plans to transfer 23.57% of its shares, with Huaxin Future becoming the controlling shareholder [2]

Group 1: Company Overview and Performance - In 2025, the company achieved a net profit of approximately 240 million to 290 million CNY, representing a year-on-year growth of 105.32% to 148.09% [6] - The expected operating revenue for 2025 is about 4.156 billion CNY, an increase of approximately 13.46% compared to 2024 [7] - The company’s overseas revenue reached approximately 3.193 billion CNY, growing by about 8.94%, while domestic revenue was around 963 million CNY, with a year-on-year increase of approximately 31.56% [8] Group 2: Technological and Market Strengths - The company has invested significantly in R&D, holding multiple patents, with products like the COB curved screen and virtual studio setting industry benchmarks [3] - The brand value is estimated at 16.6 billion CNY, and the company has been recognized as a top management company by Deloitte for four consecutive years [4] - The company has established a "patent + talent + demand" R&D model, collaborating with universities to quickly convert customer needs into innovative products [4] Group 3: Future Development Plans - In 2026, the company will focus on three core areas: deepening technology implementation, capturing incremental markets, and optimizing global layout [5] - The company aims to accelerate the application of AI + display scenarios in commercial and cultural tourism sectors [5] Group 4: Competitive Advantages - The company maintains a leading position in technology through continuous innovation and product performance enhancement [11] - A robust service system has been established, providing comprehensive support from consultation to maintenance [12] - The company has built a cost advantage by optimizing production processes and supply chain management [12] - A global sales network with over 6,000 partners covers more than 140 countries, enhancing market penetration [12] - The organizational culture emphasizes collaboration and efficiency, fostering a cohesive work environment [12]

艾比森（300389）1月8日发布2025年业绩预增公告，预计实现净利润为2.40亿元~2.90亿元，净利润同 比增长105.32%~148.09%。 资金面上，该股今日主力资金净流入2150.61万元，近5日资金净流入5639.17万元。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计显示，艾比森今日收于18.59元，上涨5.81%，日换手率为7.64%，成交额为3.25亿 元，近5日上涨15.83%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布后当日股 价上涨的占比73.91%，股价发布当日股价涨停的有1家。预告发布后5日股价上涨的占比73.91%。 ...

艾比森：预计2025年净利润同比增长105.32%至148.09% 艾比森公告称，预计2025年度净利润为2.4亿元至2.9亿元，同比增长105.32%至148.09%。报告期内，公司实现营业收入约为41.56亿元，同比增长13.46%。 每经记者｜陈晴 每经编辑｜金冥羽 黄博文 并购重组 北方长龙：拟支付现金购买顺义科技51.00%股份 北方长龙公告称，公司拟以支付现金方式购买沈阳顺义科技股份有限公司（简称"顺义科技"）51.00%股份。本次交易尚处于筹划阶段，公司与顺义科技股 东签署的《支付现金购买资产意向协议》仅为意向性协议，具体的交易方式及交易条款尚需交易各方进一步协商和论证。 业绩披露 恒宇信通：控股股东、实际控制人的一致行动人淄博恒宇拟减持不超3%股份 恒宇信通公告称，公司控股股东、实际控制人的一致行动人淄博恒宇同德信息咨询合伙企业（有限合伙）（简称"淄博恒宇"）持有418.05万股，占公司总 股本的6.97%，拟减持股份不超180万股，占公司总股本的3%。股份来源为公司首次公开发行前取得，减持原因为淄博恒宇各合伙人资金需求。 来伊份：控股股东拟减持不超过3%公司股份 来伊份公告称，公司控股股东上 ...

证券日报网讯 1月8日，艾比森发布2025年度业绩预告称，公司预计2025年度归属于上市公司股东的净 利润为24，000万元至29，000万元，比上年同期增长105.32%至148.09%。 （编辑 任世碧） ...