证券代码：688280 证券简称：精进电动 公告编号：2026-007 精进电动科技股份有限公司 2025年度业绩快报公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 本公告所载精进电动科技股份有限公司（以下简称"公司"）2025年度主要财务数据为初步核算数据，未 经会计师事务所审计，具体数据以公司2025年年度的定期报告为准，提请投资者注意投资风险。 一、2025年度主要财务数据和指标 ■ 注：1.本报告期初数同法定披露的上年年末数。 2.编制合并报表的公司应当以合并报表数据填制，但未经审计，最终结果以公司2025年年度报告为准。 3.数据尾差为四舍五入所致。 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 1、经营状况 单位：万元，币种：人民币 报告期内，公司营业总收入272,632.61万元，较上年同期增长108.93%。公司预计实现归属于母公司所 有者的净利润16,174.54万元，较上年同期增长137.06%；预计实现归属于母公司所有者的扣除非经常性 损益的净利润4, ...

2月13日，精进电动涨6.89%，截至发稿，报10.71元/股，成交1.02亿元，换手率1.89%，总市值63.21亿 元。 李育鑫累计任职时间2年115天，现任基金资产总规模40.02亿元，任职期间最佳基金回报123.7%， 任职 期间最差基金回报11.98%。 资料显示，精进电动科技股份有限公司位于北京市朝阳区博大路20号院金辉时八区10号楼，成立日期 2008年2月25日，上市日期2021年10月27日，公司主营业务涉及电驱动系统的研发、生产、销售及服 务。主营业务收入构成为：新能源汽车电驱动系统94.75%，技术开发及服务4.58%，出售废料等 0.68%。 从基金十大重仓股角度 数据显示，广发基金旗下1只基金重仓精进电动。广发量化多因子混合A（005225）四季度持有股数 319.62万股，占基金净值比例为0.73%，位居第三大重仓股。根据测算，今日浮盈赚取约220.54万元。 广发量化多因子混合A（005225）成立日期2018年3月21日，最新规模35.86亿。今年以来收益9.22%， 同类排名2309/8890；近一年收益55.69%，同类排名1159/8132；成立以来收益156%。 广发量 ...

2025年2月3日，精进电动科技股份有限公司（以下简称"公司"或"精进电动"）收到上海证券交易所上市 公司管理部《关于对精进电动科技股份有限公司2025年年度业绩预告的问询函》（上证科创公函 〔2026〕0059号）（以下简称"《问询函》"）。收到《问询函》后，公司对《问询函》提到的问题进行 了认真讨论与核实，现将《问询函》所涉问题回复公告如下。 问题一、公告显示，本年度收入增长较为明显，主要原因是公司配套国内车企的电驱动系统随着客户车 型的上市和持续增量，拉动了收入的增长，进而改善了公司的盈利能力。 请公司：（1）补充披露公司配套的客户名称、主要业务、双方交易往来历史、上市以来公司每年对该 客户的销售规模及净利润；（2）补充披露公司配套的该车型名称、上市时间、售价、截至目前最新的 公开销售数据、公司为该车型配套的具体产品及毛利率、公司是否系该车型相关产品的独家供应商、 2026年公司是否持续配套该车型；（3）结合前述情况，说明该客户及车型对公司2025年度营业收入及 盈利能力的具体影响。 证券代码：688280 证券简称：精进电动 公告编号：2026-005 精进电动科技股份有限公司关于上海证券交易所《关于 ...

Core Viewpoint - The company, Jingjin Electric, has shown significant growth in both revenue and net profit, indicating strong performance in the electric drive system sector for new energy vehicles [2]. Group 1: Stock Performance - On January 22, Jingjin Electric's stock rose by 2.20%, with a trading volume of 150 million yuan [1]. - The financing buy-in amount for Jingjin Electric on the same day was 13.72 million yuan, while the financing repayment was 11.29 million yuan, resulting in a net financing buy of 2.43 million yuan [1]. - As of January 22, the total financing and securities balance for Jingjin Electric was 148 million yuan, with the financing balance accounting for 2.90% of the circulating market value, indicating a high level compared to the past year [1]. Group 2: Shareholder Information - As of January 20, the number of shareholders for Jingjin Electric was 16,700, a decrease of 2.44% from the previous period [2]. - The average number of circulating shares per shareholder increased by 2.50% to 31,179 shares [2]. Group 3: Financial Performance - For the period from January to September 2025, Jingjin Electric achieved a revenue of 1.802 billion yuan, representing a year-on-year growth of 96.07% [2]. - The net profit attributable to the parent company was 83.55 million yuan, reflecting a year-on-year increase of 121.62% [2]. Group 4: Company Overview - Jingjin Electric Technology Co., Ltd. is located in Chaoyang District, Beijing, and was established on February 25, 2008, with its listing date on October 27, 2021 [1]. - The company's main business involves the research, development, production, sales, and services of electric drive systems, with 94.75% of its revenue coming from new energy vehicle electric drive systems [1].

Investment Rating - The investment rating for the company is "Buy" [1] Core Insights - The termination of the Shenghua restructuring strengthens the company's position as a leader in iron lithium batteries, with a comprehensive strategic partnership established with CATL [8] - The company plans to issue 230 million shares at a price of 13.62 yuan per share, raising 3.175 billion yuan, with CATL acquiring a 12% stake [8] - The company is expected to accelerate the construction of high-density lithium iron phosphate capacity, enhancing its competitive advantage in the industry [8] - The company anticipates a significant increase in production capacity, reaching 800,000 tons by the end of 2026, with a market share expected to rise rapidly [8] Financial Projections - Total revenue is projected to grow from 5,761 million yuan in 2023 to 57,074 million yuan in 2027, with a compound annual growth rate (CAGR) of approximately 39.90% [1] - The net profit attributable to shareholders is expected to increase from a loss of 542.73 million yuan in 2023 to a profit of 2,761.42 million yuan in 2027, reflecting a significant turnaround [1] - The earnings per share (EPS) is forecasted to rise from -0.32 yuan in 2023 to 1.62 yuan in 2027 [1] Market Data - The closing price of the stock is 18.69 yuan, with a market capitalization of approximately 31.96 billion yuan [5] - The price-to-earnings (P/E) ratio is projected to decrease from 80.54 in 2024 to 11.57 in 2027, indicating improved profitability [1][9] Operational Highlights - The company is actively expanding its robotics business and has established partnerships with major automotive clients, aiming to enhance its product offerings in the electric drive system sector [8] - The company is also venturing into the low-altitude aircraft industry, with plans to produce 8,000 units per year of key components for power systems [8]

Group 1 - The core viewpoint of the news is that Jingjin Electric has experienced fluctuations in its stock performance and financing activities, indicating a mixed market sentiment towards the company [1][2] Group 2 - On December 23, Jingjin Electric's stock price fell by 0.60%, with a trading volume of 81.56 million yuan [1] - The financing data shows that on the same day, the company had a financing buy-in amount of 7.94 million yuan and a financing repayment of 8.99 million yuan, resulting in a net financing outflow of 1.05 million yuan [1] - As of December 23, the total balance of margin trading for Jingjin Electric was 119 million yuan, which accounts for 2.74% of its market capitalization, indicating a low financing balance compared to the past year [1] - In terms of securities lending, Jingjin Electric repaid 3,600 shares on December 23, with no shares sold, and the remaining securities lending balance was 17,400 shares, which is at a high level compared to the past year [1] Group 3 - As of December 20, the number of shareholders for Jingjin Electric was 17,800, an increase of 0.86% from the previous period, while the average circulating shares per person decreased by 0.85% to 29,163 shares [2] - For the period from January to September 2025, Jingjin Electric achieved an operating income of 1.802 billion yuan, representing a year-on-year growth of 96.07%, and a net profit attributable to the parent company of 83.55 million yuan, up 121.62% year-on-year [2]

Core Viewpoint - The stock of Dayang Electric experienced a decline of 2.03% on December 23, with a current price of 10.12 yuan per share and a total market capitalization of 24.856 billion yuan. The company has seen a year-to-date stock price increase of 79.40% [1]. Group 1: Financial Performance - For the period from January to September 2025, Dayang Electric achieved operating revenue of 9.18 billion yuan, representing a year-on-year growth of 3.81%. The net profit attributable to shareholders was 845 million yuan, reflecting a year-on-year increase of 25.95% [2]. - The company has distributed a total of 4.092 billion yuan in dividends since its A-share listing, with 1.394 billion yuan distributed over the past three years [3]. Group 2: Stock Market Activity - As of December 23, the net outflow of main funds from Dayang Electric was 31.1335 million yuan, with large orders buying 74.9662 million yuan and selling 92.2965 million yuan [1]. - Dayang Electric has appeared on the stock market's "Dragon and Tiger List" five times this year, with the most recent appearance on November 26, where it recorded a net purchase of 120 million yuan [1]. Group 3: Company Overview - Dayang Electric, established on October 23, 2000, and listed on June 19, 2008, is located in Zhongshan, Guangdong Province. The company specializes in the production and sales of micro-special motors, electric drive systems for new energy vehicles, starters, generators, and magnetic materials [2]. - The company's main business revenue composition includes 60.99% from building and home appliances motors, 26.56% from starters and generators, and 11.62% from new energy vehicle powertrain systems [2].

Core Viewpoint - The stock of Dayang Motor has shown significant volatility, with a year-to-date increase of 99.79% and a recent surge of 11.03% over the past five trading days, despite a decline of 8.22% over the last 20 days [1] Group 1: Company Overview - Dayang Motor, established on October 23, 2000, and listed on June 19, 2008, is located in Zhongshan, Guangdong Province, and specializes in micro-special motors, electric drive systems for new energy vehicles, starters, generators, and magnetic materials [2] - The company's revenue composition includes 60.99% from building and household motors, 26.56% from starters and generators, 11.62% from new energy vehicle powertrains, and 0.80% from other sources [2] - As of October 31, the number of shareholders for Dayang Motor reached 212,300, an increase of 6.51% from the previous period, with an average of 8,618 circulating shares per person, a decrease of 6.12% [2] Group 2: Financial Performance - For the period from January to September 2025, Dayang Motor reported a revenue of 9.18 billion yuan, reflecting a year-on-year growth of 3.81%, while the net profit attributable to shareholders was 845 million yuan, marking a 25.95% increase [2] - The company has distributed a total of 4.092 billion yuan in dividends since its A-share listing, with 1.394 billion yuan distributed over the past three years [3] Group 3: Stock Market Activity - On November 27, Dayang Motor's stock price rose by 2.08% to 11.27 yuan per share, with a trading volume of 1.019 billion yuan and a turnover rate of 4.98%, resulting in a total market capitalization of 27.681 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" five times this year, with the most recent instance on November 26, where it recorded a net purchase of 120 million yuan [1]

Group 1 - The core viewpoint of the news is that Dayang Motor has seen a stock price increase of 5.08%, reaching 10.55 CNY per share, with a trading volume of 674 million CNY and a turnover rate of 3.56%, resulting in a total market capitalization of 25.913 billion CNY [1] - Dayang Motor, established on October 23, 2000, and listed on June 19, 2008, is located in Zhongshan, Guangdong Province. The company specializes in the production and sales of micro-special motors, electric drive systems for new energy vehicles, starters and generators, and magnetic materials [1] - The revenue composition of Dayang Motor includes: 60.99% from motors for construction and home use, 26.56% from starters and generators, 11.62% from new energy vehicle powertrain systems, 0.80% from other supplementary sources, and 0.03% from car leasing [1] Group 2 - Among the top ten circulating shareholders of Dayang Motor, a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 147,800 shares in the third quarter, now holding 15.6303 million shares, which accounts for 0.85% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date returns are 23.18%, ranking 1941 out of 4206 in its category; the one-year return is 21.37%, ranking 2199 out of 3986; and since inception, the return is 9.01% [2]

Core Viewpoint - The stock of Dayang Electric has shown significant volatility, with a year-to-date increase of 77.63%, but recent declines in the short term raise questions about future performance [1][2]. Company Overview - Dayang Electric, established on October 23, 2000, and listed on June 19, 2008, is located in Zhongshan, Guangdong Province. The company specializes in the production and sales of micro-special motors, electric drive systems for new energy vehicles, starters, generators, and magnetic materials [2]. - The revenue composition of Dayang Electric includes: 60.99% from building and household motors, 26.56% from starters and generators, 11.62% from new energy vehicle powertrains, and 0.80% from other sources [2]. Financial Performance - For the period from January to September 2025, Dayang Electric achieved a revenue of 9.18 billion yuan, representing a year-on-year growth of 3.81%. The net profit attributable to shareholders was 845 million yuan, reflecting a year-on-year increase of 25.95% [2]. - The company has distributed a total of 4.092 billion yuan in dividends since its A-share listing, with 1.394 billion yuan distributed over the past three years [2]. Stock Market Activity - As of November 25, Dayang Electric's stock price was 10.02 yuan per share, with a market capitalization of 24.611 billion yuan. The stock has experienced a 4.57% decline over the last five trading days and a 24.32% decline over the last 20 days [1]. - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) four times this year, with the most recent appearance on October 20, where it recorded a net purchase of 230 million yuan [1]. Shareholder Structure - As of September 30, 2025, the top ten circulating shareholders of Dayang Electric include Hong Kong Central Clearing Limited as the second-largest shareholder, holding 113 million shares, a decrease of 3.2949 million shares from the previous period. New shareholder 嘉实中证稀土产业ETF holds 18.3917 million shares [3].