证券代码：300670 证券简称：大烨智能 公告编号：2026-001 江苏大烨智能电气股份有限公司 2025 年度业绩预告 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：预计净利润为负值 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 | | -21,000 | ～ | -18,000 | | 793.57 | | 扣除非经常性损益 后的净利润 | | -18,000 | ～ | -15,000 | | -10,832.2 | 二、与会计师事务所沟通情况 本次业绩预告相关数据为公司财务部门初步测算的结果，未经会计师事务所审计。公 司就业绩预告有关事项已与会计师事务所进行预沟通，公司与会计师事务所关于本次业绩 预告事项不存在分歧。 三、业绩变动原因说明 1、报告期内，公司智能配电业务规模保持稳定，光伏建设业务受行业政策调整等原 因影响，业务规模同比下降。同时由于海上风电吊装、运维价格持续低迷，固定成本、运 营 ...

Group 1 - The core viewpoint of the news is that Daye Intelligent has experienced a significant decline in stock price and financial performance, indicating potential challenges for the company [1][2]. - As of January 15, Daye Intelligent's stock price dropped by 2.02% to 6.78 CNY per share, with a total market capitalization of 2.149 billion CNY [1]. - The company has seen a year-to-date stock price decrease of 4.64%, with a 26.14% decline over the past 60 days [2]. Group 2 - Daye Intelligent's main business segments include smart distribution equipment (59.44% of revenue), photovoltaic construction (21.43%), marine engineering construction (15.04%), and photovoltaic power generation (3.99%) [2]. - The company reported a revenue of 206 million CNY for the first nine months of 2025, a year-on-year decrease of 26.89%, and a net profit loss of approximately 70.98 million CNY, down 6115.64% year-on-year [2]. - The number of shareholders increased by 19.50% to 18,500 as of September 30, 2025, while the average circulating shares per person decreased by 16.32% to 12,125 shares [2]. Group 3 - Daye Intelligent has distributed a total of 40.55 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. - Notable institutional holdings include the Noan Multi-Strategy Mixed A fund, which increased its holdings by 37.16% to 1.9294 million shares, and the CITIC Prudential Multi-Strategy Mixed A fund, which is a new shareholder with 1.1125 million shares [3].

Core Viewpoint - The announcement of an investigation into Daye Intelligent reveals significant internal control failures and a series of misguided cross-industry acquisitions, leading to continuous financial losses over four years [1][4]. Group 1: Company Overview - Daye Intelligent, founded in 2011 and listed in 2017, initially thrived in the smart power distribution equipment sector, achieving over 300 million yuan in revenue and 50 million yuan in net profit before its IPO [3]. - Post-IPO, the company rapidly expanded its business into photovoltaic power generation, marine engineering, and energy storage, among others [3][4]. Group 2: Financial Performance - From 2017 to 2020, the company experienced revenue and profit growth, benefiting from the national grid construction boom. However, since 2021, particularly from 2022 to 2025, the company has faced a downturn, with non-recurring net profits declining for four consecutive years [4][12]. - In 2023 and 2024, the company reported net profits of -145 million yuan and 793,570 yuan, respectively, with the 2024 figure artificially inflated by debt restructuring and asset sales [12]. Group 3: Business Challenges - The company's foray into cross-industry acquisitions, such as the 2019 purchase of Suzhou Guoyu, has resulted in significant losses, with the subsidiary's net profit plummeting from over 50 million yuan to -15.85 million yuan in 2022 [5]. - The company's gross profit margin has drastically declined from 29.39% in 2022 to -3.46% in the first half of 2025, indicating a trend of operating at a loss [9]. Group 4: Industry Context - The smart power distribution industry is facing increased competition and a shift in procurement models by the State Grid, squeezing the survival space for smaller firms [16]. - The marine engineering sector, once buoyed by a "rush to install" trend, is now struggling with plummeting installation prices, which are expected to burden the company long-term [17]. - The photovoltaic industry is grappling with overcapacity and thin margins, with Daye Intelligent's revenue and profitability ranking at the bottom among its peers [18].

Group 1 - The core viewpoint of the articles indicates that Daye Intelligent (300670.SZ) is currently under investigation by the China Securities Regulatory Commission, but the company asserts that its normal production and operational activities are not significantly impacted, and there is no risk of delisting [1][2] - Daye Intelligent's main business encompasses three areas: smart distribution, renewable energy, and energy storage. The company plans to focus on commercial rooftop distributed photovoltaic power stations in the photovoltaic industry by the first half of 2025 [1] - The company announced a leasing contract with OOS International B.V. for its wholly-owned subsidiaries, which will lease two vessels at a rate of $22,300 per day each, generating an estimated total rental income of approximately $48.73 million, thereby enhancing the company's risk resistance and overall competitiveness [1] Group 2 - Following the announcement of the investigation, Daye Intelligent's stock price experienced a significant drop, nearing the daily limit down, but quickly rebounded. The stock saw an increase of over 4% at one point, ultimately closing up 2.39% at 6.85 yuan [2] - The stock opened slightly higher at 6.9 yuan, indicating that the price has stabilized after the initial drop [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ （本文由上海市信本律师事务所合伙人赵敬国律师供稿，不代表新浪财经的观点。赵敬国律师，于1999 年取得律师资格，法学理论知识扎实，曾在高校任教。2004年起开始律师执业，承办过千余起各类诉讼 案件，积累了十分丰富的争议处理经验，尤其擅长处理证券纠纷、金融、不良资产等方面的业务。执业 至今，赵敬国律师代理投资者诉多家上市公司索赔案件，已经胜诉或已经获赔的案件包括中安科索赔、 中兵红箭索赔、步森服饰索赔、中潜股份索赔、奥瑞德索赔、獐子岛索赔、天神娱乐索赔、抚顺特钢索 赔、飞乐音响索赔、香溢融通索赔、延安必康索赔、欢瑞世纪索赔、紫晶存储索赔、泽达易盛索赔、安 妮股份索赔等。） 责任编辑：韦子蓉 登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们！ 202 ...

Group 1 - The core issue involves investor claims against Daye Intelligent (300670) due to alleged false statements, with a lawsuit initiated following a notice from the China Securities Regulatory Commission (CSRC) on December 26, 2025 [1][2][3] - Investors who purchased Daye Intelligent stock on or after December 27, 2025, and sold or held the stock thereafter are eligible to prepare for claims [3][4] - A separate investor claim case against Yun Chuang Data (835305) has also been submitted to the court, with the CSRC issuing a notice of investigation on April 27, 2025, for similar information disclosure violations [2][4] Group 2 - The legal team is actively pursuing further claims and accepting additional investor commissions for Yun Chuang Data [2][4] - Investors who bought Yun Chuang Data stock before April 27, 2025, and sold or held it afterward can also initiate claims [4]

具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买一、买二、卖一、卖五，合计买入 金额3447.76万元，卖出金额2592.42万元，合计净买入855.34万元。 资金流向方面，今日该股主力资金净流入936.64万元，其中，特大单净流出48.13万元，大单资金净流入 984.77万元。近5日主力资金净流出764.07万元。（数据宝） 大烨智能12月29日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 机构专用 | 1879.27 | 297.07 | | 买二 | 机构专用 | 1568.49 | 391.66 | | 买三 | 华泰证券股份有限公司上海武定路证券营业部 | 1528.41 | 53.16 | | 买四 | 长江证券股份有限公司深圳福华路证券营业部 | 1461.32 | 701.40 | | 买五 | 光大证券股份有限公司深圳深湾一路证券营业部 | 1274.33 | 1.44 | | 卖一 | 机构专用 | 0.00 | 1154.78 | | 卖二 | 国投证券股份 ...

证券之星消息，12月29日电网设备板块较上一交易日下跌1.1%，大烨智能领跌。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。电网设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002471 | 中超控股 | 6.89 | 10.06% | 33.54万 | | 2.31亿 | | 002169 | 智光电气 | 11.72 | 10.05% | 77.90万 | | 9.05亿 | | 601700 | 风范股份 | 6.16 | 10.00% | 0 80.78万 | | 4.89亿 | | 603577 | 汇金通 | 10.73 | 5.51% | 24.13万 | | 2.57亿 | | 002706 | 良信股份 | 10.88 | 4.02% | 54.13万 | | 5.84亿 | | 300427 | 红相股份 | 13.16 | 3.13% | 131.11万 | | 17.38亿 | ...

Group 1 - The company Daya Intelligent has been investigated by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure, receiving a notice of investigation on December 26, 2025 [1][3] - The company stated that its production and operational activities are currently normal and that the investigation will not significantly impact its operations [1][3] - Following the announcement of the investigation, the company's stock price is expected to remain under pressure for an extended period [1][3] Group 2 - For the first three quarters of 2025, Daya Intelligent reported revenue of 206 million yuan, a year-on-year decrease of 26.89%, and a net loss attributable to shareholders of 70.98 million yuan [2][4] - Over the past three years, the net profit attributable to shareholders has been -170 million yuan in 2022, -145 million yuan in 2023, and 7.94 million yuan in 2024, indicating a concerning trend [2][4] - Investors who purchased shares before December 26, 2025, and sold or held them after this date at a loss may be eligible to join a compensation claim [2][3]

Core Viewpoint - As of November 24, 2025, a total of 138 A-share companies or their related parties have been investigated, with 68 companies suspected of information disclosure violations, accounting for 49.28% of the total [6]. Group 1: Company Investigations - On December 26, four companies, including Daye Intelligent (300670.SZ), Zhenlei Technology (688270.SH), ST Changyuan (600525.SH), and Pairui Co., Ltd. (300831.SZ), announced that they were investigated by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure [3]. - Pairui Co., Ltd. disclosed that it had received a notice from the CSRC regarding a sales contract in the 2024 fiscal year, which contained accounting errors related to revenue recognition [3]. - Daye Intelligent has faced scrutiny due to a significant drop in the valuation of its subsidiary, Suzhou Guoyu Carbon Fiber Technology Co., Ltd., which saw a 64% decrease in valuation within seven months [4]. Group 2: Company Performance and Market Reactions - Zhenlei Technology, a recent "star stock" in the commercial aerospace sector, reported a revenue of 302 million yuan for the first three quarters of the year, representing a year-on-year growth of 65.76%, with a net profit of 101 million yuan, a substantial increase of 598.09% [5]. - The stock price of Zhenlei Technology experienced significant fluctuations, with a cumulative increase of 30% over three consecutive trading days, attributed to the volatility in the commercial aerospace sector [5]. - ST Changyuan has faced financial losses and governance issues, with its chairman recently being detained, leading to a proposal for a temporary shareholders' meeting to replace the chairman [6]. Group 3: Regulatory Environment - The revised "Management Measures for Information Disclosure of Listed Companies" came into effect on July 1, 2025, emphasizing risk disclosure and establishing a system for deferring and exempting disclosures [7].