近期，福州达华智能（002512）科技股份有限公司（002512.SZ，下称"达华智能"）发布公告称，收到 中国证监会《立案告知书》，因涉嫌信息披露违法违规被正式立案调查。 7月29日，股价开盘跌停，报4.45元/股，市值一日蒸发逾5亿元。7月30日，公司股票延续跌势，截至午 间，股价下跌2.47%至4.34元/股。 据悉，达华智能核心业务聚焦"一网一屏"产业，涵盖信息服务、卫星通信和新型显示制造三大板块。作 为全球电视主板领域的头部企业，2024年显示主板出货量近1500万片，服务超200家全球品牌。 但亮眼的业务数据难掩财务隐忧。2025年上半年业绩预告显示，公司预计净亏损4000万至6000万元，与 上年同期盈利5737.69万元形成强烈反差。 时间拨回到2021年12月2日，达华智能子公司福建福米科技与昆山之奇美签订重大合同，金额高达7.95 亿元。该合同实质构成向昆山之奇美提供财务资助，属于必须披露的重大事件。 然而，达华智能既未履行审议程序，也未进行任何信息披露，完全规避了监管要求和投资者知情权。 2021年8月至12月期间，福米科技转出资金1.4亿元，资金用途为"代达华智能时任董事长陈融圣还款" ...

Core Viewpoint - Dahua Intelligent (002512.SZ) is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure, leading to a significant drop in stock price and market capitalization [1] Group 1: Company Overview - Dahua Intelligent focuses on the "one network, one screen" industry, with core businesses in information services, satellite communications, and new display manufacturing [1] - The company is a leading player in the global TV mainboard sector, with an expected shipment of nearly 15 million display mainboards in 2024, serving over 200 well-known global brands across more than 100 countries and regions [1] Group 2: Regulatory Issues - The investigation is linked to previous penalties from the Fujian Securities Regulatory Bureau, where Dahua Intelligent was ordered to rectify issues related to undisclosed contracts and inflated profits amounting to nearly 800 million yuan [1][2] - Specific violations included failure to disclose a significant contract worth 795 million yuan with Kunshan Zhiqi Material Trading Co., and improper disclosure of related party transactions totaling 140 million yuan [2] Group 3: Financial Performance - Dahua Intelligent reported a revenue of 1.932 billion yuan in 2024, a year-on-year decline of 1.74%, while net profit increased by 106.78% to 24.17 million yuan [3] - The company anticipates a loss of 40 to 60 million yuan for the first half of 2025, compared to a profit of 57.37 million yuan in the same period last year [3] - Factors contributing to the financial volatility include intense market competition, rising costs of core components, and strategic decisions to abandon non-core business lines, leading to increased short-term expenses [3]