Group 1: Company Performance and Financials - The company achieved a revenue growth of 89.67% in 2024, primarily due to successful inventory reduction by customers and strong market demand for new products [15] - In Q1 2025, both revenue and net profit saw significant increases, attributed to heightened market demand and the acquisition of AL-KO, which further boosted overall revenue [12] - The company's R&D investment for 2024 reached 78.9955 million CNY, marking a 16.39% increase from the previous year [4] Group 2: Strategic Initiatives - The company is focusing on four strategic pillars for future growth: innovative products, global manufacturing, brand operation, and talent acquisition, with key product lines including riding, smart, and lithium battery-powered equipment [9] - A strategic integration plan with AL-KO has been initiated, enhancing collaboration in R&D, procurement, production, and sales to improve efficiency and market competitiveness [7] - The company has established a global production footprint with five manufacturing bases, including new facilities in Mexico and Austria, to mitigate risks from international trade tensions [6] Group 3: Market Outlook and Industry Trends - The global market demand for lawn and garden equipment is projected to reach 30.9 billion USD by 2030, with a compound annual growth rate (CAGR) of 2.11%, driven by increasing consumer living standards and gardening culture [11] - The lithium-powered garden machinery segment is expected to grow at a CAGR of 6.65%, representing a significant growth driver within the industry [11] - The company is well-positioned to navigate the impacts of the US-China trade war, with a strategic focus on diversifying its production and sales channels [12] Group 4: Shareholder Engagement and Corporate Governance - The company has completed its share repurchase plan for 2024 and will consider further buyback measures based on market conditions [3] - The board emphasizes a balanced approach to dividend distribution, taking into account industry characteristics, profitability, and investor returns [3] - The company maintains compliance with relevant securities laws and regulations, ensuring transparent communication with investors [1]

证券代码：300879 证券简称：大叶股份 公告编号：2025-037 宁波大叶园林设备股份有限公司 关于股票交易异常波动公告 5、经核查，公司、控股股东和实际控制人在股票交易异常波动期间不存在 买卖公司股票的行为； 6、不存在导致股票交易价格异常波动的重大信息或者重大风险事项。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动的具体情况 宁波大叶园林设备股份有限公司（以下简称"公司"）的股票交易连续 2 个 交易日内（2025 年 5 月 6 日至 2025 年 5 月 7 日）收盘价格涨幅偏离值累计超过 30%，根据《深圳证券交易所交易规则》有关规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况说明 针对公司股票异常波动的情况，公司董事会通过通讯、书面问询等方式对公 司控股股东及实际控制人就相关事项进行了核实，现对有关核实情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 3、近期公司经营情况正常，主营业务未发生变化， ...

Core Viewpoint - The company has significantly improved its performance through proactive global expansion and the acquisition of the German company AL-KO, which enhances its product offerings in the lawn care robotics sector [1][2]. Group 1: Financial Performance - In Q1 2025, the company reported revenue of approximately 1.517 billion yuan, a year-on-year increase of 138.72%, and a net profit of about 194 million yuan, up 326.94% [1]. - The substantial growth in revenue and net profit is attributed to high product cost-performance, strong competitiveness, and the consolidation of the newly acquired German subsidiary AL-KO [1]. Group 2: Product Development and Innovation - The company is focused on continuous innovation in smart products, particularly in lawn care robotics, with three categories of products planned: wired series for small lawns, mid-range series with boundary-free cutting, and high-end series utilizing advanced technologies like AI and multi-sensor integration [2]. - The acquisition of AL-KO allows the company to establish a localized manufacturing base in Europe, enhancing its global manufacturing footprint [2]. Group 3: Strategic Direction and Industry Position - The company is committed to executing its "three transformations" strategy: specialization, internationalization, and branding, positioning itself as a prominent OBM manufacturer in the international garden machinery industry [3]. - The company has developed a wide range of products, offering 21 types and nearly 712 specifications of garden machinery, primarily focusing on smart lawn care robots [3]. Group 4: Research and Development - In 2024, the company's R&D expenditure reached approximately 78.9955 million yuan, reflecting a year-on-year increase of 16.39% [3]. - The company has been recognized for its leadership in the industry by having its standard for lithium-ion battery packs included in the Ministry of Industry and Information Technology's list of typical cases for standard application promotion [3].

Market Overview - In April, the A-share market experienced fluctuations with the Shanghai Composite Index rising on 15 out of 21 trading days, ultimately declining by 1.70% for the month. The Sci-Tech Innovation 50 index fell by 1.01%, while the Shenzhen Component Index dropped by 5.75% and the ChiNext Index decreased by 7.40%. Conversely, the North Star 50 index increased by 4.72% [2]. Top Gainers - The top-performing stock in Ningbo for April was Daye Co., Ltd. (300879.SZ), which saw a remarkable increase of 53.85%. The company specializes in the research, design, production, and sales of lawn mowers and other power machinery, and is recognized as a leading enterprise in the domestic garden machinery industry [3]. - The second highest gainer was Shuanglin Co., Ltd. (300100.SZ), with a growth of 29.98%. The company focuses on automotive parts and has received multiple accolades, including being listed among the top 500 mechanical enterprises in China [4]. - The third position was held by Ruisheng Intelligent Technology Co., Ltd. (688215.SH), which increased by 17.81%. The company is involved in smart logistics and industrial automation solutions, earning several industry awards [5]. Top Losers - The biggest decline was seen in Xuelong Group (603949.SH), which fell by 31.68%. Other notable losers included *ST Bodao (600130.SH) with a drop of 21.38% and Ningbo Jingda (603088.SH) decreasing by 20.74% [8]. Market Capitalization - As of April 30, 2025, Ningbo's listed companies had a total market capitalization of 1,302.858 billion yuan. Ningbo Bank ranked first with a market value of 157.826 billion yuan, followed by Bull Group at 92.028 billion yuan and Top Group at 90.802 billion yuan [9].

Group 1 - The company Daya Co., Ltd. (300879) has announced significant deviations in its valuation metrics compared to its industry peers [1] - As of May 6, 2025, the company's rolling price-to-earnings (P/E) ratio is 41.85 times, and the static P/E ratio is 428.03 times, with a price-to-book (P/B) ratio of 4.93 times [1] - In contrast, the latest rolling P/E ratio for the "Specialized Equipment Manufacturing" industry, as classified by China Securities Index Co., Ltd., is 27.7 times, with a static P/E ratio of 28.05 times and a P/B ratio of 2.85 times [1] Group 2 - The company is significantly overvalued compared to the reasonable valuations of listed companies in the same industry [1] - Investors are cautioned to invest rationally and be aware of investment risks due to these valuation discrepancies [1]

关于 2025 年限制性股票激励计划内幕信息知情人 买卖公司股票自查报告的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 宁波大叶园林设备股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日 召开第三届董事会第二十五次会议、第三届监事会第十七次会议，审议通过了《关 于公司<2025 年限制性股票激励计划（草案）>及其摘要的议案》等相关议案， 具体内容详见公司 2025 年 4 月 23 日披露于中国证监会指定的创业板信息披露网 站巨潮资讯网（www.cninfo.con.cn）的相关公告。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）《深圳证券 交易所创业板上市公司自律监管指南第 1 号——业务办理》等法律、法规和规范 性文件的相关规定，公司已向中国证券登记结算有限责任公司深圳分公司提交申 请，对公司 2025 年限制性股票激励计划（以下简称"本激励计划"）的内幕信息 知情人在本激励计划（草案）披露前 6 个月内（即 2024 年 10 月 22 日至 2025 年 4 月 22 日，以下简称"自查期间"）买卖公司股票情况进 ...

证券代码：300879 证券简称：大叶股份 公告编号：2025-035 关于股票交易严重异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别风险提示： 1、宁波大叶园林设备股份有限公司（以下简称"公司"）的股票交易连续九 个交易日（2025 年 4 月 21 日至 2025 年 5 月 6 日）收盘价格涨幅偏离值累计超 过 100%，根据《深圳证券交易所交易规则》有关规定，属于股票交易严重异常 波动情形。 宁波大叶园林设备股份有限公司 2、截至 2025 年 5 月 6 日，公司滚动市盈率为 41.85 倍，静态市盈率为 428.03 倍，市净率为 4.93 倍；根据中证指数有限公司发布数据，公司所属中上 协行业分类"专用设备制造业"最新的滚动市盈率为 27.70 倍，静态市盈率为 28.05 倍，市净率为 2.85 倍，公司当前滚动市盈率、静态市盈率、市净率严重 偏离同行业上市公司合理估值，郑重提醒广大投资者理性投资，注意投资风险。 3、股票价格受到多重因素影响，但公司基本面未发生重大变化，也不存在 应披露而未披露的重大信息，敬请广大投资者理性 ...

Market Overview - A-shares showed mixed performance in the three trading days leading up to the holiday, with the Shanghai Composite Index closing at 3279.03 points, down 0.49% for the week, while the Shenzhen Component Index fell 0.17% to 9899.82 points, and the ChiNext Index rose slightly by 0.04% to 1948.03 points [1] - Over 52% of stocks experienced gains during the week, with 74 stocks rising over 15% and 51 stocks declining more than 15% [1] Leading Stocks - The top-performing stock, Daye Co., Ltd. (300879.SZ), surged by 43.80%, followed closely by Jingjin Electric (688280.SH) with a 43.62% increase [1] - Other notable gainers included Chunguang Intelligent (838810.BJ), United Chemical (301209.SZ), Yuzhong Sanxia A (000565.SZ), and Hongbo Co., Ltd. (002229.SZ), all of which saw weekly gains exceeding 33% [1] Industry Insights - The lawn mower robot sector is anticipated to experience significant growth, with Daye Co., Ltd. being a key player in this market [1][3] - The global OPE market exceeds $30 billion, with the lawn mower segment valued at $20 billion and annual sales nearing 30 million units. However, the lawn mower robot market is currently only $2.6 billion, with annual sales between 1.2 million and 1.3 million units, indicating a low penetration rate of 12% in sales and 5% in volume [3] - Forecasts suggest that by 2030, lawn mower robot sales could reach between 5 million and 10 million units under optimistic and conservative scenarios, respectively [3] Company Performance - Daye Co., Ltd. has seen its stock price rebound over 95% since its low on April 8, with a total market capitalization of 5.7 billion yuan and a share price of 28.40 yuan as of April 30 [2] - The company reported a total revenue of 1.761 billion yuan for the year 2024, marking an increase of 89.67% year-on-year, and a net profit of 16.1152 million yuan, up 109.22% year-on-year [6] - In Q1 2025, the company achieved a revenue of 1.518 billion yuan, reflecting a year-on-year increase of 138.72%, with a net profit of 19.4 million yuan, up 326.94% year-on-year [6] Strategic Acquisitions - On February 12, Daye Co., Ltd. completed the acquisition of AL-KO for 20 million euros, which is expected to enhance its distribution channels in Europe and Australia and contribute approximately 130 million yuan to its performance by 2025 [4]

证券代码：300879 证券简称：大叶股份 公告编号：2025-034 宁波大叶园林设备股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动的具体情况 宁波大叶园林设备股份有限公司（以下简称"公司"）的股票交易连续 2 个 交易日（2025 年 4 月 29 日、2025 年 4 月 30 日）内收盘价格涨幅偏离值累计超 过 30%，根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动 情形。 二、公司关注并核实的相关情况说明 针对公司股票异常波动的情况，公司董事会通过通讯、书面问询等方式对公 司控股股东及实际控制人就相关事项进行了核实，现对有关核实情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司已于 2025 年 4 月 23 日和 2025 年 4 月 29 日分别披露了《2024 年年 度报告》和《2025 年一季度报告》。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 3、近期公司经营情况正常，主营业务未发生变化，内外 ...

Core Viewpoint - The company reported strong growth in Q1 2025, with significant increases in revenue and net profit, driven by the acquisition of AL-KO and continued operational improvements [1][2]. Financial Performance - Q1 2025 revenue reached 1.518 billion yuan, a year-on-year increase of 138.72% [1] - Net profit attributable to shareholders was 194 million yuan, up 326.94% year-on-year [1] - Non-recurring net profit was 140 million yuan, reflecting a 199.96% increase year-on-year [1] - Gross margin improved to 23.44%, an increase of 5.08 percentage points year-on-year [1] - Net margin reached 12.79%, up 5.64 percentage points year-on-year, with a fair value gain from the acquisition contributing 54 million yuan [1] Operational Insights - The company faced a net operating cash flow of -27 million yuan in Q1 2025, a decline of 237.86% year-on-year, primarily due to increased inventory in response to U.S. tariff fluctuations [2] - Inventory levels rose to 1.077 billion yuan, a year-on-year increase of 12.34%, indicating proactive stockpiling for the spring and summer sales seasons [2] Acquisition Impact - The acquisition of AL-KO is expected to contribute an additional 130 million yuan in performance for the full year 2025, enhancing the company's market presence in Europe and Australia [2] - AL-KO's integration is projected to improve procurement costs and operational efficiencies, with a target net margin increase to 7% in 2025 [2] Investment Outlook - The company is expected to achieve revenues of 4.545 billion yuan, 5.623 billion yuan, and 6.698 billion yuan for 2025-2027, with net profits of 287 million yuan, 393 million yuan, and 500 million yuan respectively [3] - The corresponding price-to-earnings ratios are projected to be 17, 13, and 10 times for the same period [3]