Core Viewpoint - The demand for lawn maintenance is increasing in China due to rising living standards and improved living environments, creating a significant market opportunity for robotic lawn mowers. The market size for robotic lawn mowers in China is projected to reach 1.859 billion yuan in 2024, with a year-on-year growth of 18.06% [1][9]. Summary by Sections Overview - Robotic lawn mowers are intelligent garden machinery that utilize advanced sensor technology, navigation systems, and cutting devices to autonomously perform lawn mowing tasks without direct human operation. They offer advantages such as labor cost savings, improved work efficiency, neat cutting results, high safety, ease of operation, and low noise pollution compared to traditional manual mowing methods [2]. Industry Chain - The upstream of the robotic lawn mower industry includes suppliers of raw materials like steel, aluminum, and plastic, as well as core component suppliers such as motors, batteries, reducers, sensors, and controllers. The downstream market primarily targets residential yards, golf courses, parks, and municipal green spaces, with varying requirements for efficiency and durability [5]. Current Development - In developed countries like the U.S. and Europe, the lawn care culture is prevalent, leading to a rapid rise in the robotic lawn mower market, which is expected to reach $2.529 billion globally in 2024, growing by 16.00% year-on-year. However, the overall penetration rate remains low, indicating significant future growth potential [7]. Competitive Landscape - The Chinese robotic lawn mower industry features participants like traditional lawn mower companies (e.g., Husqvarna, Worx) and robot-focused companies (e.g., Ninebot, Ecovacs, Dreame). Traditional companies have advantages in brand recognition and market experience, while robot-focused companies leverage their technological innovations to gain market share [11]. Representative Domestic Companies - **Ninebot Ltd.**: Established in 2012, it has a global presence and focuses on innovation in short-distance transportation and robotics. Its robotic lawn mower products include the Navimow series, which utilizes advanced positioning technology [13][14]. - **Ecovacs Robotics**: Specializes in service robots and has developed the GOAT G1 robotic lawn mower, which features advanced navigation and obstacle avoidance capabilities [16][17]. Development Trends - Future advancements in robotic lawn mowers will enhance navigation and obstacle avoidance technologies, improving their ability to adapt to complex environments. Progress in lithium battery technology will address endurance issues, allowing for applications in larger lawn areas, while the adoption of clean energy sources like solar power may also become a trend [19].

证券代码：300879 证券简称：大叶股份 公告编号：2025-038 宁波大叶园林设备股份有限公司 薪酬与考核委员会关于公司 2025 年限制性股票激励计划 激励对象名单的公示情况及核查意见 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。 （三）公示方式：公司内部张贴； （四）反馈方式：公示期间，公司（含子公司）员工可通过电话、电子邮件 以及现场沟通等方式向公司董事会薪酬与考核委员会反馈相关情况，公司董事会 薪酬与考核委员会将做出适当记录； （五）公示结果：公示期间，公司董事会薪酬与考核委员会未收到任何组织 或个人提出的异议。 二、核查情况 1 公司董事会薪酬与考核委员会已对激 ...

宁波大叶园林设备股份有限公司 投资者关系活动记录表 编号：2025-001 投资者关系活动类别 □ 特定对象调研 □ 分析师会议 □ 媒体采访 √ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 （电话会议） 参与单位名称及 人员姓名 参与大叶股份 2024 年度网上业绩说明会的投资者 时间 2025 年 5 月 9 日 (周五) 下午 15:00-17:00 地点 上海证券报·中国证券网路演中心：https://roadshow.cnstock.com/ 上市公司接待人员姓名 董事长、总经理 叶晓波 独立董事 徐宏 董事会秘书 吴军 财务负责人 吴伯凡 保荐代表人 郑光炼 投资者关系活动主要 内容介绍 公司于 2025 年 5 月 9 日 15:00 至 17:00 在上海证券报•中国证券网路演中心 （https://roadshow.cnstock.com/）采用网络远程的方式举办 2024 年度网上业绩 说明会，就公司所处行业状况、发展战略、财务状况等投资者关心的问题，与广大 投资者进行了沟通交流。公司严格遵守《证券法》、《上市公司信息披露管理办法》 等法律法规及《深圳证券交易所创业板 ...

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].

大叶股份（300879）发布异动公告，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27.7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。 ...

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 ...