登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002869证券简称：金溢科技公告编号：2026-008 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。 三、 业绩变动原因说明 1、 报告期内，因车路通2025年度业绩未达预期，公司收购其100%股权所形成的商誉存在减值迹象， 需计提商誉减值损失。针对车路通未实现2025年业绩承诺事项，待专项审计意见出具后，公司将按照此 前签署的《支付现金购买资产之业绩补偿协议》约定，积极督促相关业绩承诺方履行补偿义务。 2、 2025年初，公司发布"大车路云"战略，持续聚焦数字交通与交能融合主航线，致力于打造iACT网联 交通智能体与CCTE网联交能复合体，以实现Z4（零死亡、零事故、零拥堵、零碳排）及FST（未来可 持续发展交通系统）的使命和愿景。报告期内，面对市场环境变化带来的行业挑战，公司坚持以客户需 求与技术创新为驱动，积极布局未来发展动能。在技术端，公司持续加大研发投入，不断丰富产品矩 阵，巩固核心技术竞争力；在销售端，公司着力强化渠道体系建设，扩大市场资源投放。上述战略推进 导致报告期内公司研发费用及 ...

南财智讯1月29日电，金溢科技发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为亏 损8,800万元—12,000万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为亏损 13,000万元—16,200万元。业绩变动原因说明：1、报告期内，因车路通2025年度业绩未达预期，公司收 购其100%股权所形成的商誉存在减值迹象，需计提商誉减值损失。针对车路通未实现2025年业绩承诺 事项，待专项审计意见出具后，公司将按照此前签署的《支付现金购买资产之业绩补偿协议》约定，积 极督促相关业绩承诺方履行补偿义务。2、2025年初，公司发布"大车路云"战略，持续聚焦数字交通与 交能融合主航线，致力于打造iACT网联交通智能体与CCTE网联交能复合体，以实现Z4（零死亡、零事 故、零拥堵、零碳排）及FST（未来可持续发展交通系统）的使命和愿景。报告期内，面对市场环境变 化带来的行业挑战，公司坚持以客户需求与技术创新为驱动，积极布局未来发展动能。在技术端，公司 持续加大研发投入，不断丰富产品矩阵，巩固核心技术竞争力；在销售端，公司着力强化渠道体系建 设，扩大市场资源投放。上述战略推进导致报告期内 ...

Core Viewpoint - The introduction of mandatory national standards for L2 level assisted driving is seen as a significant step towards enhancing safety in the intelligent driving sector, prompting industry players to reassess their safety design logic and establish comprehensive responsibility systems from technology development to user education [1][7]. Industry Actions - The Ministry of Industry and Information Technology (MIIT) has proposed a mandatory national standard for intelligent connected vehicles, focusing on safety requirements for L2 level assisted driving systems, which is viewed as a "safety charter" for the industry [2]. - Leading companies in the industry are actively building multi-dimensional safety assurance systems that cover technology research and development, scenario adaptation, and emergency response in light of the new safety requirements [2][4]. - The introduction of the VLA model by Yuanrong Qixing enhances the system's ability to handle edge cases and provides users with understandable decision-making processes, thereby improving the safety experience of assisted driving [3]. Regulatory Framework - The establishment of safety standards is seen as urgent, especially after a recent test revealed that none of the 36 popular models equipped with assisted driving systems passed a series of high-risk accident scenarios, with an average pass rate of only 35.73% [6]. - A multi-departmental regulatory framework is being formed, with the MIIT, Ministry of Public Security, and Ministry of Science and Technology collaborating to ensure the safety and reliability of assisted driving systems [6][8]. Industry Transformation - The mandatory standards are expected to drive a quality revolution in the industry, pushing companies to optimize their technology development and focus on safety and reliability rather than merely functionality [4][7]. - The introduction of clear safety standards will help eliminate consumer distrust in assisted driving technology, accelerating market adoption and fostering a competitive environment where resources concentrate on companies with genuine technological capabilities [7][9]. Market Dynamics - The penetration rate of assisted driving functions is increasing, with projections indicating that by 2024, 59.7% of new passenger cars in China will meet L2 level standards, up from 52.1% in 2023 [8]. - The industry is facing challenges such as high R&D costs and cash flow pressures, which may lead to a "Matthew effect" where weaker companies are eliminated from the market [4][8]. Future Outlook - The upcoming national standards are viewed as an opportunity for high-quality growth, allowing the industry to transition from "barbaric growth" to a more regulated and healthy development phase [9].