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艾比森紧抓机遇盈利最高预增148% 双线突围海外营收31.9亿占76.8%
Chang Jiang Shang Bao· 2026-01-11 23:43
长江商报消息 ●长江商报记者 张璐 国内外市场齐发力,LED显示龙头艾比森(300389.SZ)业绩增长强劲。 1月9日,艾比森披露2025年业绩预告,交出了一份超出市场预期的亮眼成绩单。公告显示,公司预计 2025年实现营收41.56亿元,同比增长13.46%;归母净利润2.4亿—2.9亿元,较上年同期的1.17亿元同比 大幅增长105.32%—148.09%。 艾比森表示,业绩爆发得益于公司紧抓海内外市场机遇、优化产品结构并提升运营效率的多重驱动。 据了解,艾比森成立于2001年,2014年创业板上市,可为客户提供全系列LED大屏显示产品及专业视听 解决方案。二十余年发展中,公司从最初专注于LED显示产品研发的小型科技公司,逐步成长为覆盖研 发、生产、销售与服务全链条的全球行业标杆。 财报显示,2025年,艾比森海外营收约31.93亿元,同比增长约8.94%,营收占比约达76.83%,继续保持 良好增长态势。 长江商报记者注意到,艾比森长期坚持高强度研发投入,2021年—2025年前三季度,其研发费用累计达 6.98亿元,技术壁垒持续筑牢。资本赋能与业务拓展更推动资产规模稳步攀升,截至2025年前三季度 ...
“董事长反对自己当选董事长”,本人回应
新浪财经· 2025-12-03 12:34
Core Viewpoint - The chairman of Aibisen, Ding Yanhui, cast a dissenting vote against the election of the new board chairman due to dissatisfaction with the chairman's compensation and the company's governance structure [2][4][5]. Group 1: Governance Issues - Ding Yanhui expressed that the company's governance structure has serious problems, particularly regarding the concentrated shareholding and the lack of willingness from major shareholders to reduce their stakes, which hampers governance optimization [5][6]. - He highlighted the inadequacy of the company's incentive mechanisms and the unscientific nature of the compensation distribution system [6]. Group 2: Financial Performance - Aibisen reported a revenue of 2.872 billion yuan for the first three quarters of the year, representing a year-on-year increase of 5.66%. The revenue for the third quarter alone was 1.053 billion yuan, showing a growth of 14.5% compared to the same period last year [10]. - The net profit attributable to shareholders for the first three quarters was 185 million yuan, marking a significant year-on-year increase of 57.33%. The net profit for the third quarter reached approximately 69.05 million yuan, up 138.55% year-on-year [10]. Group 3: Compensation Details - Ding Yanhui directly holds 124,671,149 shares of the company, accounting for 33.78% of the total share capital, making him the actual controller of Aibisen [8]. - His pre-tax compensation for 2024 was reported at 4.3556 million yuan, which includes 1.7399 million yuan from the employee stock ownership plan. This represents a 51% increase from his 2023 salary of 2.8845 million yuan [8].
不满435万年薪拒当艾比森董事长?当事人回应了
Sou Hu Cai Jing· 2025-12-03 05:32
因对薪酬不满而拒任董事长?这戏剧性的一幕发生在一家来自深圳的上市公司。 近日,深圳市艾比森光电股份有限公司(下称艾比森,300389.SZ)发布第六届董事会第一次会议决议公告。在审议通过《关于选举第六届董事会董事长 的议案》时,丁彦辉当选为公司第六届董事会董事长,表决结果为8票同意,1票反对,其中投出反对票的正是丁彦辉本人,理由是对董事长岗位薪酬不满 意。 艾比森2025年三季报显示,截至2025年三季度末,公司前三大股东分别为丁彦辉、邓江波与任永红,持股比例分别为33.78%、16.61%和14.23%。任永红 还通过上海通怡投资管理有限公司-通怡明曦1号私募证券投资基金持股1.70%。 丁彦辉对媒体表示,艾比森上市超过10年,其多次增持。2022年,其通过定增的方式认购公司4100万股,资金来源为个人贷款2.6亿元。"公司上市以来股 权过度集中,流通盘很小,基金和投资者几乎没法参与。公司净资产回报率高达11%,经营发展得很好,我认为大股东应该让利给投资者,让出部分股权 给二级市场投资者。" 艾比森是一家 LED 显示应用与服务提供商,主营业务是为客户提供LED 大屏显示产品及专业视听解决方案。艾比森202 ...
“董事长反对自己当选董事长”,年薪达435万元为何仍不满?本人回应:薪酬分配不科学、不合理,要从自己开始进行改革
Mei Ri Jing Ji Xin Wen· 2025-12-03 03:25
"我们公司和其他上市公司相反,现在是没人想减持,导致股权结构僵化。" 12月2日晚,艾比森(SZ300389,股价16.01元,市值59亿元)实际控制人、董事长丁彦辉在接受《每日经济新闻》记者电话专访时,首次深度回应了其投 票反对自己连任董事长的罕见举动。 丁彦辉,视频截图 他坦言,议案中写明的"对董事长岗位薪酬不满意"仅是表面理由,更深层的原因是公司治理结构、利益分配机制及薪酬分配机制存在问题。 "我要下决心改革。从我开始。"丁彦辉说道。 几日前,艾比森发布公告,其第六届董事会第一次会议审议通过了多个议案,但在选举第六届董事会董事长的议案中,丁彦辉本人投了反对票,理由 是"对董事长岗位薪酬不满意"。 每经记者|吴泽鹏 王晶 每经编辑|陈柯名 廖丹 艾比森2024年年报显示,丁彦辉当年从公司获得的税前报酬总额为435.56万元(包含员工持股计划的本金和收益173.99万元),同比大幅增加近150万元。 这一"自我否决"的反对票在社交媒体上引发热议,不少网友质疑:"435万元还不满意?" "公司的薪酬分配机制不科学、不合理、不完善,"丁彦辉在采访中表示,"这次(投票)是改革的开始。"他希望通过公开讨论董事长薪酬 ...
435万元年薪为何仍不满?艾比森实控人丁彦辉回应“反对自己当董事长”:薪酬分配不科学、不合理
Mei Ri Jing Ji Xin Wen· 2025-12-03 01:58
专题:资金已开始"抢跑"?券商预判2026年A股"春季躁动"或提前上演 435万元年薪为何仍不满?艾比森实控人丁彦辉回应"反对自己当董事长":薪酬分配不科学、不合理, 要从自己开始进行改革 每经记者|吴泽鹏 王晶 每经编辑|廖丹 "我们公司和其他上市公司相反,现在是没人想减持,导致股权结构僵化。" 12月2日晚,艾比森(SZ300389,股价16.01元,市值59亿元)实际控制人、董事长丁彦辉在接受《每日 经济新闻》记者电话专访时,首次深度回应了其投票反对自己连任董事长的罕见举动。 他坦言,议案中写明的"对董事长岗位薪酬不满意"仅是表面理由,更深层的原因是公司治理结构、利益 分配机制及薪酬分配机制存在问题。 "我要下决心改革。从我开始。"丁彦辉说道。 几日前,艾比森发布公告,其第六届董事会第一次会议审议通过了多个议案,但在选举第六届董事会董 事长的议案中,丁彦辉本人投了反对票,理由是"对董事长岗位薪酬不满意"。 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 艾比森2024年年报显示,丁彦辉当年从公司获得的税前报酬总额为435.56万元(包含员工持股计划的本 金和收益173.99万元 ...
创始人因「嫌年薪435万少」拒当董事长?公司回应:不满激励机制;OPPO刘作虎亲自带队攻坚Pocket项目;苹果宣布AI主管卸任
雷峰网· 2025-12-03 00:55
Group 1 - The founder of Aibison, Ding Yanhui, expressed dissatisfaction with the chairman's salary of 4.3556 million yuan, which represents a 51% increase from the previous year's salary of 2.8845 million yuan, leading to a unique dissenting vote during the board election [5][6] - Aibison clarified that the dissenting vote was due to dissatisfaction with the company's incentive mechanism rather than the salary itself, indicating a need for reform in governance and profit distribution [6] Group 2 - OPPO's Chief Product Officer, Liu Zuohua, is personally leading the Pocket project, indicating the company's strong commitment to the handheld imaging market, which has seen significant growth [8][9] - The global sales of DJI's Pocket camera have reached approximately 10 million units, with expected revenue from handheld products surpassing 50 billion yuan this year [8] Group 3 - Xiaomi has exceeded its annual car sales target of 350,000 units, with total deliveries surpassing 500,000 units since April 3, 2024, and November deliveries consistently exceeding 40,000 units [14][15] - The CEO of Zhiyu, Zhang Peng, announced that the company's annual recurring revenue from model sales has exceeded 100 million yuan, positioning it as a leading player in the Chinese AI sector [17][18] Group 4 - The automotive market in November saw BYD leading with 480,186 units sold, a month-on-month increase of 8.71%, while other brands like NIO and Xpeng experienced significant declines in sales [26][28] - The competition in the new energy vehicle market is intensifying, with BYD maintaining a strong lead while other brands show signs of fatigue in growth [28] Group 5 - Apple is undergoing a leadership restructuring in its AI division, with John Giannandrea stepping down and Amar Subramanya taking over, aiming to accelerate the development of personalized AI features [40] - OpenAI has entered a "red alert" status, focusing resources on improving ChatGPT's user experience in response to competitive pressures from companies like Google [42][43]
“董事长反对自己当选董事长”
Sou Hu Cai Jing· 2025-12-02 14:15
11月28日,艾比森发布第六届董事会第一次会议决议公告。 根据艾比森2024年年报披露的情况来看, 丁彦辉2024年从公司获得的税前报酬总额为435.56万元,其中包含员工持股计划的本金和收益173.99万 元。 对比其2023年288.45万元的年薪,丁彦辉的年薪涨幅在一年间达到了约51%。 值得注意的是,在审议通过《关于选举第六届董事会董事长的议案》中, 表决结果:8票同意,1票反对,0票弃权,0票回避。 作为公司董事长的丁彦辉对本议案投了反对票,反对理由:对董事长岗位薪酬不满意。 资料显示,丁彦辉1973年出生,中国国籍,无境外永久居留权,1996年毕业于甘肃陇东学院中文系,2004年至2010年在清华大学深圳研究生院 EMBA班、金融投资班、市场营销班学习。2001年8月创业成立艾比森,一直担任公司董事长、法定代表人至今(其中有十八年兼任总经理),现 并任惠州艾比森董事,艾比森投资公司董事长,艾比森会务公司董事,深圳市海龙教育服务有限公司董事,深圳市艾比森公益基金会理事及深圳市 睿道企业管理有限公司执行董事、总经理等。 来源:智通财经 | 姓名 | 性别 | 年齡 | 职务 | 任职状态 | 从公司获 ...
52岁董事长投票反对自己连任:不满意薪酬!公司公告:8票赞成,还是你当
Mei Ri Jing Ji Xin Wen· 2025-12-02 13:32
会议的表决结果显示,绝大多数议案均获得9票同意,无反对票。 在选举第六届董事会董事长的议案中,公司同意选举丁彦辉为公司第六届董事会董事长,然而,对此,丁彦辉本人投了1票反对,反对理由是对"董事长岗 位薪酬不满意。" 一家公司实控人被董事会选举连任为董事长,却遭遇了本人的反对,这戏剧性一幕发生在了A股上市公司艾比森(300389.SZ)董事会会议上。 近日,艾比森发布公告,公司第六届董事会第一次会议于2025年11月28日召开。会议审议通过了多个议案,包括修订公司制度、选举董事长及各专门委员 会委员、聘任总经理及其他高级管理人员等。 丁彦辉,视频截图 这一反常的反对票,在社交平台上迅速激起讨论。有网友调侃:"让董事长受委屈了",也有网友直言"435万还不满意?" | 3小时前 来自 vivo X Fold5 | | | --- | --- | | 让董事长受委屈了 | | | 1:435万还不满意? | | | 25-12-2 13:03 来自江苏 | 7 0 0 1 | | ■ 在办公室里笑出声了!顾哈哈哈哈哈哈哈! | | | 25-12-2 12:19 来自福建 | ပြီ 用 占 1 | | | | | ...
一年加薪51%仍不满?董事长上演薪酬“灵魂拷问”!
Shen Zhen Shang Bao· 2025-11-30 13:16
Core Viewpoint - Abison (300389) held its first meeting of the sixth board of directors on November 28, 2025, where several resolutions were passed, including the election of the chairman and the appointment of senior management [1] Group 1: Board Meeting and Management Changes - The board meeting resulted in the election of Ding Yanhui as the chairman, although he voted against his own election due to dissatisfaction with the chairman's salary [1] - Ding Yanhui received a pre-tax compensation of 4.3556 million yuan in 2024, which includes 1.7399 million yuan from the employee stock ownership plan, marking a 51% increase from his 2.8845 million yuan salary in 2023 [1][2] Group 2: Financial Performance - In 2024, the company reported total revenue of 3.663 billion yuan, a year-on-year decrease of 8.58%, and a net profit attributable to shareholders of 117 million yuan, down 62.98% [2] - The company attributed the revenue decline to a challenging economic environment and competitive landscape in the Chinese market, with revenue from this market dropping by 48.44% to approximately 738 million yuan [3] - Despite the challenges, the company experienced good growth in overseas markets and reported a revenue of 2.872 billion yuan in the first three quarters of the year, a year-on-year increase of 5.66%, with a net profit of 185 million yuan, up 57.33% [3] Group 3: Market Performance - As of the close on November 28, Abison's stock rose by 1.06%, trading at 16.18 yuan per share, with a total market capitalization of 5.972 billion yuan [4]
艾比森(300389) - 2025年11月18日投资者关系活动记录表
2025-11-18 10:56
Group 1: Company Performance and Strategy - The company achieved significant growth in the first half of 2025, with a positive growth trend expected to continue into Q3 2025 due to international market penetration and localized operations [2][3]. - Absen focuses on maintaining technological leadership by investing in cutting-edge technologies such as Micro LED and virtual production, ensuring sustained commercial competitiveness [3][4]. - The company has redefined its brand positioning from "LED display application and service provider" to "global leader in LED display technology and applications," reflecting a commitment to industry leadership and customer service [4]. Group 2: Business Operations and Product Offerings - Absen is a leading global provider of LED display products, offering a full range of solutions from outdoor to indoor applications, with a diverse product line including advertising, stage, and smart screens [5]. - The company has made progress in its energy storage business, providing safe and sustainable products and services across Europe, Asia-Pacific, and domestic markets [5][6]. - Absen has successfully developed LED virtual studios, addressing key technical challenges and achieving positive market feedback with numerous landmark projects globally [6]. Group 3: Core Competencies - The company maintains a competitive edge through six core competencies: technological leadership, brand influence, service excellence, cost competitiveness, extensive sales network, and organizational culture [6][7]. - Absen has built a robust service system that supports customers throughout the entire lifecycle of the product, enhancing customer satisfaction and loyalty [6]. Group 4: Employee Incentives and Governance - The company has implemented three employee stock ownership plans (ESOPs) for 2022, 2023, and 2025, with incentive funds of 50 million, 40 million, and 60 million yuan respectively, aimed at aligning employee interests with company performance [8]. - These ESOPs are designed to improve corporate governance, enhance employee engagement, and attract and retain top talent, thereby supporting long-term strategic development [8].