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]

Market Overview - The Shanghai Composite Index closed at 3286.65 points, down 0.05%, with a trading volume of 430.88 billion yuan [1] - The Shenzhen Component Index closed at 9849.80 points, down 0.05%, with a trading volume of 591.24 billion yuan [1] - The ChiNext Index closed at 1931.94 points, down 0.13%, with a trading volume of 270.74 billion yuan [1] - The STAR 50 Index closed at 1003.87 points, up 0.1%, with a trading volume of 18.71 billion yuan [1] - Total trading volume for both markets was 1022.12 billion yuan, a decrease of 34.29 billion yuan from the previous trading day [1] Sector Performance - Strong sectors included beauty care, media, machinery, light industry manufacturing, chemicals, home appliances, jewelry, and computers [3] - Active concepts included PEEK materials, humanoid robots, hub motors, noise reduction, integrated die-casting for automobiles, pet economy, AI, fluorine chemicals, and antibacterial fabrics [3] - Weak sectors included electric power, insurance, oil and petrochemicals, coal, and banking [3] Stock Performance - A total of 3381 stocks rose, while 1588 stocks fell, with 129 stocks remaining flat and 52 stocks suspended [3] - 76 stocks hit the daily limit up, while 62 stocks hit the daily limit down [3] - Liou Co. had the highest limit-up order volume with 118 million shares, followed by other notable stocks [3][4] Fund Flow - The net outflow of main funds from the Shanghai and Shenzhen markets was 2.352 billion yuan [5] - The machinery equipment sector saw the highest net inflow of main funds, amounting to 2.317 billion yuan [6] - A total of 10 sectors experienced net inflows, while 21 sectors saw net outflows [6] Individual Stock Highlights - Liou Co. had the highest net inflow of main funds at 884 million yuan [8] - Other stocks with significant net inflows included Miao Yi Innovation and Sichuan Changhong [8] - 38 stocks experienced net outflows exceeding 1 billion yuan, with Shenghong Technology leading at 390 million yuan [10] Institutional Activity - Institutions had a net selling of approximately 42.47 million yuan, with 13 stocks seeing net purchases [11] - The top net purchase was for Da Ye Co. at approximately 44.54 million yuan [11]

Market Overview - As of April 29, the Shanghai Composite Index closed at 3286.65 points, down by 1.76 points, with a decline of 0.05% [1] - The Shenzhen Component Index closed at 9849.80 points, down by 5.39 points, also a decline of 0.05% [1] - The ChiNext Index closed at 1931.94 points, down by 2.52 points, reflecting a decrease of 0.13% [1] Stock Performance - A total of 66 A-shares had a turnover rate exceeding 20% on this day, with C Zhongjie having a turnover rate of over 50%, indicating significant trading activity [1] - The top stocks by turnover rate included: - C Zhongjie (301560) with a closing price of 41.30 yuan and a turnover rate of 50.65%, increasing by 3.48% [1] - Hongqiang Co. (002809) with a closing price of 13.01 yuan and a turnover rate of 39.31%, rising by 9.97% [1] - Hongbaoli (002165) with a closing price of 12.70 yuan and a turnover rate of 38.87%, increasing by 5.39% [1] - Shaoyang Hydraulic (301079) with a closing price of 28.02 yuan and a turnover rate of 38.25%, up by 4.94% [1] - Hongjing Technology (301396) with a closing price of 81.78 yuan and a turnover rate of 36.97%, rising by 8.00% [1] Additional Notable Stocks - Other notable stocks with high turnover rates included: - Nanfang Road Machinery (603280) with a turnover rate of 36.56%, closing at 23.90 yuan, down by 6.60% [1] - Changhua Chemical (301518) with a turnover rate of 34.68%, closing at 20.60 yuan, down by 1.86% [1] - Fuheng New Materials (832469) with a turnover rate of 34.23%, closing at 16.80 yuan, increasing by 15.07% [1] - Xibang Intelligent (301112) with a turnover rate of 33.77%, closing at 29.87 yuan, up by 13.83% [1] - United Chemical (301209) with a turnover rate of 33.36%, closing at 98.00 yuan, increasing by 18.19% [1]

Group 1 - The reducer concept sector increased by 2.85%, ranking third among concept sectors, with 95 stocks rising, including Jingjin Electric and Daye Co., which hit the 20% limit up [1][2] - Notable gainers in the reducer sector included Ningbo Dongli, Henggong Precision, Meihu Co., and Mingyang Technology, which rose by 9.96%, 10.89%, 7.63%, and 7.49% respectively [1][2] - The sector saw a net inflow of 1.666 billion yuan from main funds, with 68 stocks receiving net inflows, and 13 stocks seeing inflows exceeding 50 million yuan [2][3] Group 2 - Jiangsu Leili led the net inflow with 199.89 million yuan, followed by Landai Technology, Meihu Co., and Ningbo Dongli with inflows of 161.26 million yuan, 132.16 million yuan, and 93.41 million yuan respectively [2][3] - The top three stocks by net inflow ratio were Jingjin Electric, Jiangsu Leili, and Ningbo Dongli, with ratios of 29.31%, 19.51%, and 18.58% respectively [3]

Group 1 - The Ministry of Foreign Affairs stated that there have been no recent negotiations or discussions between China and the US regarding tariffs [2] - The Ministry of Foreign Affairs welcomed more foreign visitors to China, highlighting a 173% year-on-year increase in inbound travel orders for the upcoming holiday [2] - The Ministry of Industry and Information Technology (MIIT) released key points for automotive standardization work for 2025, focusing on accelerating the development of automotive chip standards [3][4] Group 2 - The Shanghai State-owned Assets Supervision and Administration Commission held a meeting to discuss the collaborative development between state-owned and private enterprises [5] - Chengdu introduced 20 policies to enhance its electricity supply capacity, aiming to build a modern first-class power grid [6] - The National Medical Products Administration emphasized the importance of smart regulation in the pharmaceutical sector during a recent conference [7] Group 3 - The China Securities Regulatory Commission is seeking opinions on guidelines for managing the investment behavior of securities practitioners [8] - The Ministry of Industry and Information Technology initiated a recommendation process for energy-saving and carbon-reduction technologies in key industries for 2025 [9] - The National Data Bureau called for the acceleration of public data development and utilization policies to enhance economic and social development [11] Group 4 - The Henan Provincial Government issued a development plan for the electric vehicle industry cluster, aiming to enhance the local economy [12] - Companies such as Zhaosheng Microelectronics and Huayang Group reported significant growth in their respective product lines and production capabilities [14] - Securities firms are focusing on industries less affected by external demand and those benefiting from macroeconomic policies, such as essential consumption and urban renewal projects [15][16]

证券代码：300879 证券简称：大叶股份 公告编号：2025-033 宁波大叶园林设备股份有限公司 关于 2025 年一季度计提资产减值准备的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本次计提减值准备的概述 为真实反映宁波大叶园林设备股份有限公司（以下简称"公司"）的财务状 况、资产价值及经营情况，本着谨慎性原则，根据《企业会计准则》及公司会计 政策的相关规定，公司对合并报表范围内截至 2025 年 03 月 31 日的应收账款、 其他应收款、合同资产、存货、其他权益工具、长期股权投资、固定资产、在建 工程、无形资产、使用权资产、商誉等资产进行了全面清查，对各类资产进行了 充分的评估和分析，对可能发生减值损失的资产计提减值准备。 根据《深圳证劵交易所创业板股票上市规则》等相关法律法规以及《公司章 程》等相关规定，本次计提减值无需提交公司董事会或股东大会审议。 二、本次计提减值准备的范围和总金额 公司 2025 年一季度对相关资产计提资产和信用减值准备总额为 1,136.74 万 元， 详情如下： 单位：万元 | | 资产减值 | 本期发生额 ...

Financial Performance - The company's revenue for Q1 2025 reached ¥1,517,836,301.72, representing a 138.72% increase compared to ¥635,829,510.10 in the same period last year[5] - Net profit attributable to shareholders was ¥194,200,882.88, a significant increase of 326.94% from ¥45,486,573.81 year-on-year[5] - The basic earnings per share rose to ¥0.96, up 242.86% from ¥0.28 in the previous year[5] - The company's net profit for the current period reached CNY 194,200,882.88, a significant increase compared to CNY 45,486,573.81 in the previous period, representing a growth of approximately 327%[27] - Operating profit for the current period was CNY 147,884,839.30, up from CNY 46,041,017.67 in the previous period, indicating a growth of about 221%[27] - Total revenue from operating activities amounted to CNY 1,025,734,139.01, compared to CNY 307,497,327.86 in the previous period, reflecting an increase of approximately 234%[29] - The company reported a total comprehensive income of CNY 205,013,030.69, compared to CNY 45,837,699.17 in the previous period, marking an increase of about 347%[28] - Basic earnings per share for the current period were CNY 0.96, up from CNY 0.28 in the previous period, representing a growth of approximately 243%[28] Assets and Liabilities - Total assets increased by 50.50% to ¥5,009,587,688.86 from ¥3,328,690,092.28 at the end of the previous year[5] - The company's total assets reached ¥5,009,587,688.86, an increase from ¥3,328,690,092.28 at the beginning of the period, representing a growth of approximately 50.4%[24] - The total liabilities of the company reached ¥3,610,183,365.51, compared to ¥2,134,298,799.63 at the beginning of the period, reflecting an increase of about 69.2%[24] - The company’s total liabilities increased significantly, with short-term borrowings rising by 76.68% to ¥713,628,772.16[9] Cash Flow - The company reported a net cash flow from operating activities of -¥26,859,405.53, a decline of 237.86% compared to ¥19,483,121.47 in the same period last year[5] - The net cash flow from operating activities was negative at CNY -26,859,405.53, a decline from a positive CNY 19,483,121.47 in the previous period[29] - Investment activities generated a net cash flow of -¥13,834,896.40 in Q1 2025, an improvement of 79.84% compared to -¥68,614,718.04 in Q1 2024, due to reduced investments in certain projects[13] - The company experienced a net cash inflow from financing activities of CNY 178,302,081.81, compared to CNY 212,594,592.75 in the previous period, showing a decrease of about 16%[30] Expenses - Research and development expenses rose to ¥32,752,333.62 in Q1 2025, an increase of 83.67% from ¥17,832,080.65 in Q1 2024, largely due to expenses from the newly acquired subsidiary AL-KO[11] - Sales expenses surged to ¥86,540,587.51 in Q1 2025, a dramatic increase of 398.59% from ¥17,357,129.67 in Q1 2024, influenced by the addition of AL-KO's sales expenses[11] - The company reported a tax expense of CNY 11,647,669.97, compared to CNY 554,566.86 in the previous period, reflecting a significant increase in tax obligations[27] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 19,456, with no preferred shareholders[15] - The top three shareholders hold a combined 47.54% of the company's shares, with Zhejiang Jindaye Holdings Co., Ltd. owning 26.20%[15] Strategic Initiatives - The company plans to continue expanding its market presence and investing in new technologies through its subsidiary AL-KO[9] - The company has undertaken significant asset purchases, including the acquisition of AL-KO, which was approved in August 2024[17] - The company completed the acquisition of AL-KO with a total transaction price of €20 million, and the share transfer registration has been finalized[20] - The company is actively engaging in strategic asset acquisitions and has responded to inquiries from the Shenzhen Stock Exchange regarding its restructuring plans[19] Other Financial Metrics - The company recorded non-recurring gains of ¥54,393,363.42, primarily from the disposal of non-current assets and government subsidies[6] - The company experienced a 135.82% increase in other income, totaling ¥2,773,734.76 in Q1 2025, compared to ¥1,176,207.14 in Q1 2024, mainly from increased government subsidies[11] - The company's cash and cash equivalents increased to ¥768,588,186.46 from ¥549,774,915.32, marking a growth of approximately 39.9%[22] - The company's inventory increased to ¥1,076,835,723.17 from ¥958,529,223.31, which is an increase of approximately 12.4%[22] - Accounts receivable surged by 408.32% to ¥1,248,837,473.24, primarily due to increased sales and the addition of the new subsidiary AL-KO[9] - Accounts receivable rose significantly to ¥1,248,837,473.24 from ¥245,678,213.75, representing an increase of about 407.5%[22] - The total operating costs for the current period were ¥1,357,047,740.18, up from ¥578,607,600.00 in the previous period, reflecting an increase of about 134.9%[26] - The company incurred a fair value loss of CNY -5,654,451.20, compared to a loss of CNY -1,423,362.02 in the previous period, indicating a worsening in fair value performance[27]