证券代码：002131 证券简称：利欧股份 利欧集团股份有限公司投资者关系活动记录表 编号：2026-004 | | ■特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 动类别 | □现场参观 □一对一沟通 | | | □其他 | | | 华鑫证券 朱珠、何春玉、朱丹宁、黄英豪；浙江丰道投资 夏 | | | 甘霖；上海杭贵投资 饶欣莹；西安敦成私募基金 张晓艳；长 | | | 城财富资产 乔笙；泽铭投资 单河；福泽源 (上海) 私募基金 | | 参与单位名称 | 林秋；上海磐松私募基金 张潇；上海睿源私募基金 田华；第 | | 及人员姓名 | 一北京投资 梁卓均；上海颢升私募基金 夏敬慧；苏州君榕资 | | | 产管理 熊晓峰；深圳熙山资本管理 张亮；厦门中略投资管理 | | | 肖晶晶；深圳市前海夷吾资产管理 谢树平；共青城鼎睿资产 | | | 管理 王可丹；上海名禹资产管理 刘宝军；爱建证券 章孝林 | | 时间 | 年 月 日 2026 2 5 | | 地点 | 电话会议 | | 上市公司接待 | 董 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002131 证券简称：利欧股份 公告编号：2026-010 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务所审计。公司已就业绩预告有 关事项与年审会计师事务所进行了预沟通，双方不存在分歧。 三、业绩变动原因说明 报告期内，公司预计实现归属于上市公司股东的净利润扭亏为盈的原因如下： 1、2025年度，公司持有的理想汽车股票确认的公允价值变动以及报告期出售的部分理想汽车股票合计 确认的损益金额约为-5.18亿元人民币，该因素对归属于上市公司股东的净利润影响金额约为-3.89亿元 人民币，计入非经常性损益；去年同期该因素对归属于上市公司股东的净利润影响金额为-6.16亿元人 民币，本期该部分对公司净利润的负面影响较去年减轻。此外，报告期内公司持有的其他金融资产（包 括基金、股票等）确认的公允价值变动及部分处置损益，对当期归属于上市公司股东的净利润影响金额 区间约为40,000万元-44,000万元，计入非经常性损益。 一、本期业绩预计情况 ...

Market Overview - A-shares showed divergence on January 20, with the Shanghai Composite Index slightly down by 0.01% at 4113.65 points, while the Shenzhen Component Index fell by 0.97%, the ChiNext Index by 1.79%, and the STAR Market 50 by 1.58% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.78 trillion yuan, an increase of approximately 693.72 billion yuan compared to the previous day [1] - A total of 2139 stocks rose, while 2918 stocks declined, indicating a bearish market sentiment [1] Sector Performance - The banking sector and a few other sectors saw net inflows from major funds, while the communication equipment sector experienced the highest net outflow [1] - Epoxy propylene, silver, and precious metals were among the top gainers, while sectors like space computing and Google concepts faced significant declines [1] Company Highlights - Liou Co. resumed trading and announced its ongoing efforts in AI-related business applications, although it has not yet formed a significant profit model, with AI revenue being a small part of overall income [2] - Hunan Silver, a leading silver smelting and deep processing company, benefits from a complete industrial chain and has long-term growth potential in the new energy sector, attracting institutional and foreign capital [2] - Hongbaoli reported double-digit revenue growth, with record sales in polyether and isopropanol amine products, supported by a robust cash flow and alignment with market trends in epoxy propylene and building energy efficiency [2] - TBEA is benefiting from a 4 trillion yuan fixed asset investment policy by the State Grid, with strong order backlogs and significant net profit growth [3] - China XD Electric is experiencing a surge in demand due to accelerated approvals for ultra-high voltage projects and increased investment in the power grid [3] - Shanzi High-Tech is gaining attention due to its transition from real estate to core businesses in new energy vehicle components and semiconductor materials, as well as its involvement in the restructuring of Nezha Automobile [3] - Haige Communication is involved in several high-profile sectors, including brain-computer interfaces and satellite internet, with recent developments causing stock price volatility [3] Popular Stocks - The top ten popular stocks in the A-share market include Liou Co., Hunan Silver, Hongbaoli, TBEA, China XD Electric, Shanzi High-Tech, Haige Communication, Silver Nonferrous Metals, Tongfu Microelectronics, and China National Chemical [5]

Core Viewpoint - Liou Co., Ltd. announced the results of its stock suspension review and will resume trading on January 21, 2026, after a significant stock price deviation of 96.77% over ten trading days [1][2] Group 1: Company Announcement - Liou Co., Ltd. applied for a stock suspension on January 16, 2026, due to abnormal stock price fluctuations [1] - The company confirmed that its recent business operations are normal, with no significant changes in the internal or external operating environment [2] - The company’s main business segments include pump and system business and digital marketing, with no major changes reported [1] Group 2: AI and GEO Marketing - Liou Co., Ltd. is exploring AI applications in some business scenarios, but these have not yet formed a significant profit model, contributing a small proportion to overall revenue [1] - The market has categorized Liou Co., Ltd. as a key player in "AI applications" and "GEO marketing" following Elon Musk's announcement regarding the open-sourcing of the X platform recommendation algorithm [2] - The company has engaged with numerous institutional investors regarding its AI and GEO business developments, although specific revenue figures were not disclosed [2] Group 3: Industry Insights - An industry analyst noted that AI marketing and GEO could transform the flow logic in the consumer sector, impacting marketing, products, and supply chains [3] - The current state of AI applications in marketing is still in the early exploratory phase, with major platforms also in initial stages of development [3]

Core Viewpoint - Liou Co., Ltd. announced the completion of its self-examination regarding stock price fluctuations and will resume trading on January 21, following a significant stock price increase of 102.73% over a 10-day trading period from December 31, 2025, to January 15, 2026 [1] Group 1: Business Operations - The company is advancing the application and construction of AI-related businesses in certain operational scenarios, but these efforts have not yet developed into a scalable profit model [1] - The revenue from AI-related applications constitutes a small proportion of the company's overall operating income and does not significantly impact its overall business performance and financial status [1] - The company's main business segments include pump and system operations and digital marketing, with no significant changes reported in business operations [1] Group 2: Financial Status - The company and its subsidiaries are operating normally, and there are no undisclosed significant information that should have been disclosed [1]

Core Viewpoint - The stock of Liou Co., Ltd. (002131) experienced a significant price fluctuation, with a deviation of 96.77% over a period of 10 consecutive trading days, prompting investor attention and a company-led investigation into the trading volatility [1] Group 1: Company Operations - The company is advancing the application and construction of AI-related business in certain operational scenarios, but has not yet established a scalable profit model, with AI-related revenue being a small portion of overall revenue [1] - The main business segments of the company are divided into pump and system business and digital marketing business, with no significant changes reported in operations [1] Group 2: Stock Trading and Resumption - Following the completion of the self-examination, the company has applied for the resumption of its stock trading, which is set to resume on January 21, 2026 [1]

每经AI快讯，1月20日，利欧股份(002131.SZ)公告称，停牌期间，公司就股价波动的相关事项进行了核 查。鉴于相关自查工作已完成，根据《深圳证券交易所上市公司自律监管指引第6号——停复牌》等相 关规定，经公司申请，公司股票将于2026年1月21日（星期三）开市起复牌。公司在部分业务场景中推 进AI相关业务的应用与建设，但目前整体尚未形成规模性的盈利模式，其收入在公司整体营业收入中 占比较小，对公司整体经营业绩及财务状况不构成重大影响。公司主营业务分为泵与系统业务和数字营 销业务两部分，公司业务未发生重大变化。公司及子公司生产经营正常，不存在应披露而未披露的重大 信息。 ...

利欧股份公告，公司股票将于2026年1月21日开市起复牌。公司股票自2025年12月31日至2026年1月15日 连续10个交易日收盘价涨幅偏离值达96.77%，股价波动较大。公司2024年度实现营业收入211.71亿元， 归属于上市公司股东的净利润为-2.59亿元。公司主营业务分为泵与系统业务和数字营销业务两部分， 公司业务未发生重大变化。 ...