针对上述反倾销调查，大叶股份将采用以下应对措施积极应对：经过公司多年国际化运营已经基本完成全球生产战略布局和供应链布局，公司将调整境外 生产基地的生产结构，整合公司内外部生产资源，以有效应对欧盟反倾销对公司割草机器人板块业务的影响。 同时，公司已于今年2月完成了德国子公司AL-KOGerr te GmbH（以下简称"AL-KO"）的收购工作，增加了奥地利生产基地，上述割草机器人产品的研 发、生产、制造、销售可通过AL-KO公司在当地直接运营。 大叶股份提示，本次对中国割草机器人的反倾销尚处于调查阶段，对公司生产、经营的影响存在不确定性。公司将继续保持关注，坚决维护公司及全体股 东的合法权益，并根据法律法规的有关规定及时履行信息披露义务。 资料显示，宁波大叶园林设备股份有限公司于2020年9月1日在深圳证券交易所上市，公司的主营业务是割草机、打草机/割灌机、其他动力机械及配件的 研发设计、生产制造和销售。 上市后，大叶股份净利润呈明显波动态势，今年上半年大幅增长，但第三季度却陷入亏损境地。2020年至2024年，公司归母净利润分别为0.77亿元、0.56 亿元、0.11亿元、-1.75亿元、0.16亿元。 11 ...

Core Viewpoint - Daya Co., Ltd. (300879) has reported significant growth in its first quarter of 2025, driven by the acquisition of AL-KO and strong market demand for its products, particularly in the lawn care machinery sector [4][9]. Group 1: Company Overview - Daya Co., Ltd. primarily engages in the research, design, production, and sales of lawn mowers, brush cutters, and other power machinery and accessories [9]. - The company completed the acquisition of AL-KO, a well-known European garden machinery manufacturer, enhancing its product offerings and market presence in Europe and Oceania [3][9]. Group 2: Financial Performance - In Q1 2025, Daya Co., Ltd. reported a main revenue of 1.518 billion yuan, a year-on-year increase of 138.72% [9]. - The net profit attributable to shareholders reached 194 million yuan, up 326.94% year-on-year, while the net profit after deducting non-recurring gains and losses was 140 million yuan, an increase of 199.96% [9]. - The company's debt ratio stands at 72.07%, with investment income of 1.29 million yuan and financial expenses of 6.91 million yuan, resulting in a gross profit margin of 23.44% [9]. Group 3: Strategic Initiatives - The company is enhancing its supply chain integration with AL-KO to improve procurement efficiency and reduce costs, thereby strengthening its global market competitiveness [5]. - Daya Co., Ltd. is accelerating the establishment of its manufacturing base in Mexico to leverage local resources, shorten supply cycles, and mitigate international trade risks [6][8]. - The company is investing in the development of robotic lawn mowers across various configurations to cater to different market segments, emphasizing convenience and advanced technology [7]. Group 4: Market Position and Outlook - Daya Co., Ltd. has established a strong brand image in the garden machinery market, with a focus on quality and customer responsiveness, supported by nearly sixty years of industry experience [3]. - The company has proactively positioned itself against potential international economic policy changes by diversifying its production bases and maintaining communication with clients to adjust production distribution as needed [8][9].

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]