报告期内公司实现营业收入约为41.56亿元，同比2024年上升约13.46%。海外市场经过多年的持续深耕 与科学布局，进一步深化本地化运营，构建起高效协同的全球渠道网络，打造出差异化的品牌优势，显 著增强了在国际市场的竞争力。目前业务已覆盖超140个国家，实现营业收入约31.93亿元，同比增长约 8.94%，继续保持良好增长态势。国内市场在LED显示整体需求疲软的背景下，通过聚焦优质客户、优 化产品结构、调整渠道策略等关键举措，实现营业收入约9.63亿元，同比增长约31.56%。 智通财经APP讯，艾比森(300389.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 2.4亿元至2.9亿元，同比增长105.32%至148.09%;扣除非经常性损益后的净利润2.19亿元至2.69亿元，同 比增长188.35%至254.23%。 ...

Core Viewpoint - The company Absen (300389.SZ) forecasts a significant increase in net profit for the year 2025, indicating strong growth potential in both domestic and international markets [1] Financial Performance - The company expects net profit attributable to shareholders to be between 240 million to 290 million yuan, representing a year-on-year growth of 105.32% to 148.09% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 219 million to 269 million yuan, with a year-on-year increase of 188.35% to 254.23% [1] - The company anticipates total operating revenue of approximately 4.156 billion yuan, reflecting a year-on-year increase of about 13.46% compared to 2024 [1] Market Expansion - The overseas market has seen continuous development and strategic layout, enhancing local operations and establishing an efficient global channel network, which has strengthened the company's competitive edge in international markets [1] - The business now covers over 140 countries, achieving operating revenue of approximately 3.193 billion yuan, with a year-on-year growth of about 8.94% [1] Domestic Market Strategy - In the context of weak overall demand for LED displays in the domestic market, the company has focused on high-quality customers, optimized product structure, and adjusted channel strategies, resulting in operating revenue of approximately 963 million yuan, a year-on-year increase of about 31.56% [1]

人民财讯1月8日电，艾比森（300389）1月8日公告，预计2025年净利润2.4亿元—2.9亿元，同比增长 105.32%—148.09%。报告期内公司实现营业收入约为41.56亿元，同比2024年上升约13.46%。其中：海 外市场经过多年的持续深耕与科学布局，进一步深化本地化运营，构建起高效协同的全球渠道网络，打 造出差异化的品牌优势，显著增强了在国际市场的竞争力。目前业务已覆盖超140个国家，实现营业收 入约31.93亿元，同比增长约8.94%，继续保持良好增长态势。国内市场在LED显示整体需求疲软的背景 下，通过聚焦优质客户、优化产品结构、调整渠道策略等关键举措，实现营业收入约9.63亿元，同比增 长约31.56%，成功实现逆势增长。 ...

每经AI快讯，1月8日，艾比森（300389）(300389.SZ)公告称，预计2025年度归属于上市公司股东的净 利润为2.4亿元-2.9亿元，比上年同期增长105.32%-148.09%。国内市场在LED显示整体需求疲软的背景 下，通过聚焦优质客户、优化产品结构、调整渠道策略等关键举措，实现营业收入约9.63亿元，同比增 长约31.56%，成功实现逆势增长。 ...

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 证券代码：300389 证券简称：艾比森 公告编号：2026-001 深圳市艾比森光电股份有限公司 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：预计净利润为正值且属于同向上升 50%以上情形 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | | 24,000 | ～ | 29,000 | 11,689.34 | | | 比上年同期增长 | 105.32% | ～ | 148.09% | | | 扣除非经常性损益 后的净利润 | | 21,885 | ～ | 26,885 | 7,589.69 | | | 比上年同期增长 | 188.35% | ～ | 254.23% | | | 基本每股收益 | 0.6502 | 元/股 | ～ | 元/股 0.78 ...

Group 1 - Abison's stock price increased by 5.12% on January 8, reaching 18.47 yuan per share, with a trading volume of 110 million yuan and a turnover rate of 2.61%, resulting in a total market capitalization of 6.817 billion yuan [1] - The stock has risen for five consecutive days, with a cumulative increase of 9.68% during this period [1] - Abison specializes in the research, production, sales, and service of LED application products, with its main business revenue composition being 95.07% from LED displays, 1.70% from LED display hotel operation services, 1.67% from energy storage equipment, and 1.57% from other sources [1] Group 2 - Among Abison's top ten circulating shareholders, a fund under China Europe Fund, specifically the China Europe Value Selection Mixed A (021181), entered the top ten in the third quarter, holding 998,900 shares, which is 0.43% of the circulating shares [2] - The fund has reportedly gained approximately 899,000 yuan in floating profit today and 1.5483 million yuan during the five-day increase [2] - The China Europe Value Selection Mixed A fund was established on May 21, 2024, with a latest scale of 422 million yuan, and has achieved a year-to-date return of 2.41% [2] Group 3 - The fund manager of China Europe Value Selection Mixed A is Zhang Xueming, who has been in the position for 1 year and 261 days, managing assets totaling 6.741 billion yuan [3] - During Zhang's tenure, the best fund return was 67.29%, while the worst was 0.14% [3]

Core Viewpoint - The company reported a year-on-year revenue growth of 5.66% and a net profit growth of 57.33% for the first three quarters of 2025, indicating strong financial performance and operational efficiency [1] Group 1: Financial Performance - The company's revenue for the first three quarters of 2025 increased by 5.66% year-on-year [1] - The net profit attributable to the parent company grew by 57.33% year-on-year [1] - The net operating cycle is 37 days, significantly better than the industry average [1] Group 2: Strategic Initiatives - The company maintains a technological leadership position and leverages brand influence to build a competitive moat [1] - Efforts are being made to expand the sales channel network and enhance organizational culture cohesion [1] - The company is committed to efficient execution of various operational activities to solidify the foundation for performance growth [1] Group 3: Future Outlook - The company will disclose relevant performance data for 2025 in accordance with legal regulations, and stakeholders are advised to pay attention to company announcements [1]

Core Viewpoint - The A-share market in 2025 is experiencing a series of intense internal conflicts within listed companies, revealing deep governance issues that affect corporate vitality and market performance [1][2]. Group 1: Internal Conflicts - Since 2025, internal conflicts among A-share listed companies have erupted, covering various industries such as home textiles, healthcare, electronics, and manufacturing, with forms of conflict ranging from board voting confrontations to public accusations and legal disputes [2][3]. - Dream洁股份 is embroiled in a control dispute, with board member Chen Jie publicly accusing Chairman Jiang Tianwu of financial misconduct and decision-making issues, leading to a significant governance crisis [3][4]. - Reliable股份 faces ongoing internal strife stemming from the divorce of its controlling shareholder, resulting in a close shareholding battle between the former couple, which has escalated into public confrontations over company management [5][6]. -艾比森's founder voted against his own election as chairman, highlighting dissatisfaction with the company's governance structure and concentrated shareholding, which hinders long-term development [7][21]. -金鸿顺 has seen repeated attempts by its second-largest shareholder to remove the chairman due to absenteeism, linked to the controlling shareholder's debt crisis, leading to a power struggle [8][22]. - ST路通 has experienced a dramatic power struggle, with new shareholders attempting to oust the original management, resulting in legal disputes and governance chaos [9][23][24]. Group 2: Governance Issues - The internal conflicts reflect common governance issues such as imbalanced shareholding structures, ineffective governance mechanisms, and unequal distribution of interests, which have long been latent and erupted at specific points [11][25]. - The instability of shareholding structures is a key factor in internal conflicts, as seen in Dream洁股份's loss of a controlling shareholder and the close shareholding in Reliable股份, leading to ongoing confrontations [12][26]. - Governance mechanisms in some companies have become ineffective, with board operations being dominated by a few individuals, and independent directors failing to play their roles effectively, exacerbating internal conflicts [13][27]. - Unequal distribution of interests and lack of communication mechanisms have escalated minor disagreements into major conflicts, as seen in艾比森 and Reliable股份, where shareholder interests are not adequately represented [14][28]. Group 3: Path to Resolution - The surge of internal conflicts in 2025 serves as a warning for governance optimization in A-share listed companies, necessitating a collaborative effort from enterprises, regulators, and the market to strengthen governance foundations [15][29]. - Companies should solidify their shareholding structures and establish clear boundaries and exit mechanisms when introducing strategic investors to prevent future conflicts [29]. - Improving governance mechanisms is essential, including standardizing board and shareholder meeting operations, enhancing the independence and professionalism of independent directors, and ensuring compliance with disclosure requirements [29]. - Balancing interest distribution and establishing a compensation system linked to company performance and governance levels are crucial for maintaining harmony among stakeholders [29][30].

Core Viewpoint - The chairman of Absen, Ding Yanhui, voted against his own re-election due to dissatisfaction with his salary, raising concerns about the company's governance structure and compensation mechanisms [1][2]. Group 1: Governance Issues - Ding Yanhui's vote against his own re-election highlights serious governance issues within the company, which he himself should address as the controlling shareholder [2]. - The company's governance problems are largely linked to an unreasonable equity structure, necessitating significant efforts from relevant parties to resolve these issues [4]. Group 2: Compensation Mechanisms - Ding Yanhui's concerns about the inadequacy of the profit distribution mechanism and the unscientific nature of the compensation distribution mechanism are issues that fall within his authority to rectify [2]. - It is suggested that executive compensation should be closely tied to company performance, ensuring that executive pay decreases when company performance declines, to prevent executives from benefiting during poor performance [4]. - Executive compensation should also be linked to the dividends provided to investors, ensuring that executives consider investor interests when determining their pay [5]. - Additionally, executive pay should be connected to the management of the company's market value, with declines in market value resulting in reduced executive compensation [5].

Group 1: Company Performance and Strategy - The company achieved significant growth in Q3 due to a focus on international market penetration and localized operations, enhancing brand recognition and customer value [2][3] - The company is expanding its global presence by establishing or renovating experience centers in key regions such as North America, Europe (Germany), Asia-Pacific (Singapore), and Latin America (Brazil) [2][3] - The development strategy emphasizes technology leadership, high-quality LED products, and a comprehensive service lifecycle to attract premium customers and expand brand influence [6] Group 2: Core Competencies - The company maintains a leading position in technology through continuous innovation and investment in cutting-edge areas like Micro LED and virtual production [3][7] - Brand influence has been strengthened through over 20 years of global operations, transitioning from product sales to a comprehensive international brand, technology, and service model [7][8] - A robust service system supports the company’s competitive edge, providing comprehensive pre-sale, in-sale, and post-sale support [8] Group 3: Market Trends and Product Development - The global performance market is growing, leading to increased demand for LED rental screens, with products being used in major events like concerts and music festivals [5] - The company has developed a product matrix that caters to various stage rental needs, ensuring high-quality local service and technical support [5] - Recent applications include notable events such as BLACKPINK's tour and the Tomorrowland festival in Brazil [5] Group 4: Awards and Recognition - The company received multiple awards at the 2025 Industry Conference, including recognition for its management practices and innovations in COB and virtual production technologies [9] - The company was named a "Benchmark Enterprise of 2025" and ranked among the top ten LED display companies, showcasing its operational excellence [9] - The company contributed to the "2025 Global LED Display Research White Paper," providing insights into new display technologies and applications [9]