本季度信息显示，南京熊猫电子股份于2026年第一季度实现营收约5.95亿元，同比增长46.55%。期内，经调整（扣除非经常性损益）后的净利润为-0.17亿元，公告显示该指标本期与上年同期相比变动幅度“不适用”，但亏损有所收窄。
从成本结构看，营业成本同比上升46.14%，与营收增幅基本保持一致。公司表示，主营收入增长主要由于电子制造业务在报告期内拓展新客户订单，以及通信业务订单增加。报告期内，经营活动现金流为-1.07亿元。根据公告解释，智慧交通业务回款较上期减少是本期经营活动现金流同比变化的主要原因。
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