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A股新材料板块或已迎来黄金发展期
Zheng Quan Ri Bao· 2026-01-30 16:13
Core Viewpoint - Several A-share listed companies in the new materials sector, including Zhongke Sanhuan, Anji Technology, Wote New Materials, and Tianci Materials, have disclosed optimistic performance forecasts for 2025, driven by increasing downstream demand as global manufacturing shifts towards green, low-carbon, and intelligent directions [1][2][3]. Group 1: Zhongke Sanhuan - Zhongke Sanhuan expects a net profit attributable to shareholders of 80 million to 120 million yuan for 2025, representing a year-on-year growth of 566.23% to 899.35% [1]. - The company's main products include neodymium-iron-boron permanent magnetic materials, which are used in various sectors such as automotive, consumer electronics, industrial robotics, and energy-efficient appliances [1]. - The company has focused on improving operational quality through technological innovation, cost control, and market share expansion [1]. Group 2: Anji Technology - Anji Technology forecasts a net profit of approximately 795 million yuan for 2025, reflecting a year-on-year increase of about 48.98% [2]. - The company is actively exploring horizontal expansion opportunities in the semiconductor materials sector, supported by continuous technological innovation and strategic planning [2]. - Anji Technology emphasizes strengthening its product research and development capabilities, achieving expected progress in both R&D and market expansion [2]. Group 3: Wote New Materials - Wote New Materials anticipates a net profit attributable to shareholders of 57 million to 70 million yuan for 2025, with a year-on-year growth of 55.75% to 91.28% [2]. - The company is deepening its platform strategy for specialty polymer materials, providing innovative new material solutions for high-frequency communications, computing servers, new energy vehicles, and other sectors [2]. - The sales growth of specialty polymers such as liquid crystal polymers (LCP), specialty nylon, and polyphenylene sulfide (PPS) has positively impacted the company's performance [2]. Group 4: Tianci Materials - Tianci Materials projects a net profit of 1.1 billion to 1.6 billion yuan for 2025, indicating a year-on-year increase of 127.31% to 230.63% [3]. - The growth is primarily driven by the increasing demand in the new energy vehicle market and the rapid growth in the energy storage market, with significant year-on-year increases in the sales of lithium-ion battery materials [3]. - The current new materials industry in China is experiencing a golden development period due to the resonance of market demand, technological advancement, and increased localization rates [3].
北京中科三环高技术股份有限公司 2025年年度业绩预告
Zheng Quan Ri Bao· 2026-01-29 23:32
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000970 证券简称:中科三环 公告编号:2026-001 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。 一、本期业绩预计情况 (一)业绩预告期间:2025年1月1日 - 2025年12月31日 报告期内,面对市场竞争与外部环境的双重挑战,公司全体员工共同努力,坚持稳中求进,聚焦提升经 营质量,通过深化技术创新、强化成本与费用管控,持续优化运营效率,并稳步拓展市场份额。与此同 时,公司资产减值损失同比大幅减少,公司汇兑收益较去年同期有所增加。在上述因素综合作用下,本 期归属于上市公司股东的净利润实现同比大幅增长。 四、其他相关说明 本次业绩预告是公司财务部门初步测算的结果,具体财务数据将在2025年年度报告中予以详细披露。敬 请广大投资者注意投资风险。 五、备查文件 (二)业绩预告情况: 1、2025年年度业绩预计情况:预计净利润为正值且属于下列情形之一 □扭亏为盈 R同向上升 □同向下降 二、与会计师事务所沟通情况 公司已就本次业绩预告有关事项与会计师事务所进行了预沟通,公司与会计师事务所在业绩 ...
股海导航_2026年1月30日_沪深股市公告与交易提示
Xin Lang Cai Jing· 2026-01-29 23:15
Group 1: Company Announcements - Meinian Health plans to participate in the restructuring of Zhejiang Bangjie Holdings, aiming to become the controlling shareholder post-restructuring [1] - Silver Industry's gold and silver product revenues are low, with gold sales contributing 18.67% and silver 4.54% to total revenue in H1 2025 [2] - Tianneng Wind Power has decided to implement long-term production halts for six wholly-owned subsidiaries to optimize resource allocation and focus on core offshore wind power business [3] Group 2: Price and Supply Risks - Tongling Nonferrous Metals reports significant uncertainty in the prices of cathode copper and other main products, with low self-sufficiency in copper concentrate posing supply stability risks [4] - ST Aowei received a notice of termination of listing due to market capitalization falling below 500 million yuan for 20 consecutive trading days [5][6] Group 3: Performance Forecasts - Foton Motor expects a net profit increase of approximately 1551% to around 1.33 billion yuan in 2025, driven by sales growth across various segments [7] - Beimo High-Tech anticipates a net profit of 190 million to 220 million yuan, reflecting a growth of 1076.16% to 1261.87% [8] - Zhongke Sanhuan forecasts a net profit increase of 566.23% to 899.35%, driven by cost control and market expansion [9] - Wancheng Group expects a net profit of 1.23 billion to 1.4 billion yuan, a growth of 222.38% to 266.94% [10] - Wan Yi Technology anticipates a net profit increase of 191.52% to 330.34%, supported by product optimization and cost reduction measures [11] - Nanmo Biology expects a net profit of 24 million to 34 million yuan, a growth of 269.49% to 423.44% [12] - Bai'ao Saitou forecasts a net profit increase of 384.26% to 443.88%, benefiting from overseas market expansion [13] - Hailanxin anticipates a net profit of 40 million to 60 million yuan, a growth of 387.47% to 631.2% [14] - Panzhihua Coal expects a net profit of 318 million to 380 million yuan, a growth of 205.3% to 264.83% [15] - Huaguang New Materials forecasts a net profit increase of 104.67% to 141.88% [16] - Putian Technology expects a net profit of 1.92 million to 2.88 million yuan, a growth of 71.55% to 157.33% [17] - Guoda Special Materials anticipates a net profit increase of 82.61% [18] - Tongkun Co. expects a net profit of 1.95 billion to 2.15 billion yuan, a growth of 62.24% to 78.88% [19] - Yiming Pharmaceutical forecasts a net profit increase of 61.12% to 122.08% [20] - Guosheng Securities expects a net profit of 210 million to 280 million yuan, a growth of 25.44% to 67.25% [21] - Shengyi Technology anticipates a net profit increase of 87% to 98% [22] Group 4: Loss Forecasts - Saifutian expects a loss of 30 million to 45 million yuan, significantly reducing previous losses [23] - Magang Group forecasts a loss of 190 million to 250 million yuan, a substantial reduction in losses [24] - Shennong Seed Industry anticipates a profit of 90 million to 120 million yuan, reversing previous losses [25] - Jifeng Co. expects a profit of 410 million to 495 million yuan, reversing previous losses [26] - Bingchuan Network forecasts a profit of 436 million to 516 million yuan, reversing previous losses [27] - Zhongyou Technology anticipates a profit of 540 million to 640 million yuan, reversing previous losses [28] - Dongfang Biology expects a loss of 523 million yuan [29] - Wantai Biological anticipates a loss of 330 million to 410 million yuan due to market pressures [30] - Anbotong expects a loss of 114 million to 165 million yuan [31] - Shunxin Agriculture forecasts a loss of 116 million to 188 million yuan due to declining sales [32] - Guozhong Water expects a loss of 130 million to 104 million yuan, with potential delisting risks [33] Group 5: Major Contracts - China Communication Signal expects to win 21 major projects worth approximately 5.26 billion yuan [34]
公告精选|北摩高科:净利预增超1000%;江丰电子:拟收购凯德石英控制权 30日起停牌;*ST奥维:收到终止上市事先告知书
Core Insights - The article highlights significant profit forecasts for various companies in 2025, indicating a trend of recovery and growth across multiple sectors, with some companies projecting substantial increases in net profit compared to the previous year. Company Performance Forecasts - **Beimo High-Tech**: Expected net profit for 2025 is between 190 million to 220 million yuan, a year-on-year increase of 1076.16% to 1261.87% [2] - **Jiangfeng Electronics**: Plans to acquire control of Kaide Quartz, with stock suspension starting January 30 [3] - **ST Aowei**: Received a notice of termination of listing due to market capitalization falling below 500 million yuan for 20 consecutive trading days [4] - **GaoDe Infrared**: Forecasted net profit of 700 million to 900 million yuan for 2025, recovering from a loss of 447 million yuan in the previous year [6] - **Bingchuan Network**: Expected net profit of 436 million to 516 million yuan, recovering from a loss of 247 million yuan [6] - **BlueFocus**: Anticipated net profit of 180 million to 220 million yuan, recovering from a loss of 291 million yuan [7] - **Godewei**: Projected net profit of 125 million to 162 million yuan, turning from loss to profit [6] - **Zhongyida**: Expected net profit of 51.23 million yuan, recovering from a loss [8] - **Helin Micro-Nano**: Forecasted net profit of 26 million to 33 million yuan, turning from loss to profit [8] - **Zhongke Sanhuan**: Expected net profit of 80 million to 120 million yuan, a year-on-year increase of 566.23% to 899.35% [9] - **Beilu Pharmaceutical**: Projected net profit of 87 million to 130 million yuan, a year-on-year increase of 537.28% to 852.26% [9] - **Light Media**: Expected net profit of 1.5 billion to 1.9 billion yuan, a year-on-year increase of 413.67% to 550.66% [9] - **Zhezhong Co.**: Forecasted net profit of 360 million to 500 million yuan, a year-on-year increase of 392.14% to 583.53% [10] - **Hailanxin**: Expected net profit of 40 million to 60 million yuan, a year-on-year increase of 387.47% to 631.2% [10] - **Jin Control Power**: Projected net profit of 155 million to 195 million yuan, a year-on-year increase of 383.21% to 507.9% [11] - **Century Huatong**: Expected net profit of 5.55 billion to 6.98 billion yuan, a year-on-year increase of 357.47% to 475.34% [12] - **Chunxue Food**: Forecasted net profit of 36 million to 43 million yuan, a year-on-year increase of 340.90% to 426.63% [13] - **Shirong Zhaoye**: Expected net profit of 126 million to 186 million yuan, a year-on-year increase of 236.77% to 397.13% [13] - **Ningbo Yunsheng**: Projected net profit of 280 million to 380 million yuan, a year-on-year increase of 194.49% to 299.67% [14] - **Jiangbolong**: Expected net profit of 1.25 billion to 1.55 billion yuan, a year-on-year increase of 150.66% to 210.82% [16] - **China Shipbuilding**: Forecasted net profit of 7 billion to 8.4 billion yuan, a year-on-year increase of 65.89% to 99.07% [17] Fundraising and Restructuring - **Beijing Lier**: Plans to raise no more than 1.034 billion yuan through a private placement [21] - **Tongfei Co.**: Plans to raise no more than 1.2 billion yuan through a private placement [21] - **Muxi Co.**: Plans to provide up to 200 million yuan in loans to its subsidiary for GPU development [23] - **Wanhua High-Tech**: Haihua Group will become an indirect controlling shareholder through a cash increase of 4.998 billion yuan [23]
中科三环(000970.SZ):预计2025年净利润同比增长566.23%-899.35%
Ge Long Hui A P P· 2026-01-29 15:07
报告期内,面对市场竞争与外部环境的双重挑战,公司全体员工共同努力,坚持稳中求进,聚焦提升经 营质量,通过深化技术创新、强化成本与费用管控,持续优化运营效率,并稳步拓展市场份额。与此同 时,公司资产减值损失同比大幅减少,公司汇兑收益较去年同期有所增加。在上述因素综合作用下,本 期归属于上市公司股东的净利润实现同比大幅增长。 格隆汇1月29日丨中科三环(000970.SZ)发布2025年度业绩预告,报告期内,归属于上市公司股东的净利 润8,000万元–1.20亿元,同比增长566.23%-899.35%;扣除非经常性损益后的净利润5,000万元–7,500万 元,上年同期亏损1,726.53万元;基本每股收益0.0665元/股–0.0997元/股。 ...
业绩预喜汇总 | 这家公司2025年净利同比预增1076%-1262%
Di Yi Cai Jing· 2026-01-29 14:15
Group 1 - Beimo High-Tech expects a net profit increase of 1076%-1262% in 2025 [1] - Shengda Forestry anticipates a net profit increase of 816.77%-1275.15% in 2025 [1] - Huibai New Materials projects a net profit increase of 672.68%-834.7% in 2025 [1] - Mingyang Circuit forecasts a net profit increase of 585.19%-734.52% in 2025 [1] - Zhongke Sanhuan expects a net profit increase of 566.23%-899.35% in 2025 [1] - Beilu Pharmaceutical anticipates a net profit increase of 537.28%-852.26% in 2025 [1] - Xinzhi Group projects a net profit increase of 502.59%-616.94% in 2025 [1] - Zhezhong Co. expects a net profit increase of 392.14%-583.53% in 2025 [1] - Hailanxin anticipates a net profit increase of 387.47%-631.2% in 2025 [1] - Xinxing Casting expects a net profit increase of 367.51%-601.26% in 2025 [1] - Century Huatong (rights protection) projects a net profit increase of 357.47%-475.34% in 2025 [1] - ST Xifa (rights protection) anticipates a net profit increase of 319.91%-510.77% in 2025 [1] - Zhujiang Co. expects a net profit increase of 253.14%-429.72% in 2025 [1] - Ju Yi Technology projects a net profit increase of 228.36%-392.54% in 2025 [1] - Shunbo Alloy anticipates a net profit increase of 222.96%-315.23% in 2025 [1] - Wancheng Group expects a net profit increase of 222.38%-266.94% in 2025 [1] - Wanyi Technology projects a net profit increase of 191.52%-330.34% in 2025 [1] - Jiuding New Materials (rights protection) anticipates a net profit increase of 187.68%-231.68% in 2025 [1] - Elon Technology expects a net profit increase of 168.93%-203.39% in 2025 [1] - Santai Co. projects a net profit increase of 154.0%-275.78% in 2025 [1] - Zhuoyi Information anticipates a net profit increase of 152.49% in 2025 [1] - Jiangbolong expects a net profit increase of 150.66%-210.82% in 2025 [1] - Xinha Shares projects a net profit increase of 123.00%-129.68% in 2025 [1] - Yatong Shares (rights protection) anticipates a net profit increase of 120.25%-159.58% in 2025 [1] - Ruitai New Materials expects a net profit increase of 118.67%-183.68% in 2025 [1] - Shen Zhonghua A projects a net profit increase of 113.71%-220.57% in 2025 [1] - Xingchen Technology anticipates a net profit increase of 105.3%-117.74% in 2025 [1] - Tiger Pharmaceutical expects a net profit increase of 105.0%-204.0% in 2025 [1] - Huaguang New Materials projects a net profit increase of 104.67%-141.88% in 2025 [1] Group 2 - Lechuang Technology expects a net profit increase of 95.46%-107.31% in 2025 [2] - China Shipbuilding anticipates a net profit increase of 93.68%-132.42% in 2025 [2] - Lide New Energy projects a net profit increase of 89.31%-119.20% in 2025 [2] - Shengyi Technology expects a net profit increase of 87%-98% in 2025 [2] - Huaxia Airlines anticipates a net profit increase of 86.59%-161.22% in 2025 [2] - Inno Laser projects a net profit increase of 74.06%-129.02% in 2025 [2] - Sichuan Gold expects a net profit increase of 69.23%-93.4% in 2025 [2] - Huali Co. anticipates a net profit increase of 68.82%-136.35% in 2025 [2] - China Shipbuilding expects a net profit increase of 66%-99% in 2025 [2] - China Shipbuilding projects a net profit increase of 65.89%-99.07% in 2025 [2] - Gaoxin Development anticipates a net profit increase of 62.95%-108.57% in 2025 [2] - Fostar expects a net profit increase of 60.82%-91.45% in 2025 [2] - Nine Company projects a net profit increase of 54.04%-70.64% in 2025 [2] - Jintian Co. anticipates a net profit increase of 51.5%-73.14% in 2025 [2] - South Network Energy expects a net profit increase of 47.98%-53.31% in 2025 [2] - Qibin Group projects a net profit increase of 43.76%-75.12% in 2025 [2] - Xinya Electronics anticipates a net profit increase of 42.42%-56.79% in 2025 [2] - Zhongtai Securities expects a net profit increase of 40.0%-60.0% in 2025 [2] - Greeenme expects a net profit increase of 40%-70% in 2025 [2] - Buke Co. projects a net profit increase of 39.08%-63.63% in 2025 [2] - Oke Technology anticipates a net profit increase of 35.64%-76.32% in 2025 [2] - Chaojie Co. expects a net profit increase of 31.88%-88.4% in 2025 [2] - Guosheng Securities projects a net profit increase of 25.44%-67.25% in 2025 [2] - Haoli Technology (rights protection) anticipates a net profit increase of 14.43%-47.13% in 2025 [2]
晚间公告|1月29日这些公告有看头
Di Yi Cai Jing· 2026-01-29 10:34
Group 1 - Meinian Health plans to participate in the restructuring of Zhejiang Bangjie Holdings, aiming to become the controlling shareholder after the completion of the restructuring [3] - Baiyin Nonferrous Metals reported that the revenue from gold and silver products accounted for a low proportion of total operating income, with gold sales contributing 18.67% and silver sales 4.54% in the first half of 2025 [4] - Tiens Wind Power decided to implement a long-term production suspension for six wholly-owned subsidiaries to optimize resource allocation and focus on core businesses [5] Group 2 - Tongling Nonferrous Metals indicated significant uncertainty in the price fluctuations of its main products, with a low self-sufficiency rate for copper concentrate posing supply stability risks [6] - *ST Aowei received a notice of termination of listing due to its market capitalization falling below 500 million yuan for twenty consecutive trading days [7] - Foton Motor expects a net profit increase of approximately 1551% year-on-year for 2025, driven by sales growth in new energy vehicles and overseas markets [9] Group 3 - Beimo High-tech anticipates a net profit increase of 1076.16% to 1261.87% for 2025, supported by cost control and reduced credit impairment losses [10] - Zhongke Sanhuan forecasts a net profit growth of 566.23% to 899.35% for 2025, attributed to technological innovation and improved operational efficiency [12] - Wancheng Group expects a net profit increase of 222.38% to 266.94% for 2025, driven by growth in its retail business and improved sales margins [13] Group 4 - Huayi Technology anticipates a net profit increase of 191.52% to 330.34% for 2025, benefiting from product optimization and cost reduction measures [14] - Nanmo Biology expects a net profit growth of 269.49% to 423.44% for 2025, supported by increased revenue in the biopharmaceutical sector and improved cost control [15] - Baiao Saitu forecasts a net profit increase of 384.26% to 443.88% for 2025, driven by expansion in overseas markets and recovery in the domestic biopharmaceutical industry [16] Group 5 - Hailanxin expects a net profit increase of 387.47% to 631.2% for 2025, supported by advancements in technology and increased market share in marine observation [17] - Panjiang Co. anticipates a net profit growth of 205.3% to 264.83% for 2025, driven by increased coal production and reduced costs [18] - Huaguang New Materials expects a net profit increase of 104.67% to 141.88% for 2025, with significant growth in the electronic sector [20] Group 6 - Guo Sheng Securities forecasts a net profit increase of 25.44% to 67.25% for 2025, supported by active capital market participation and growth in various business segments [25] - Shengyi Technology expects a net profit growth of 87% to 98% for 2025, driven by increased sales of copper-clad laminates [26] - Sifutian anticipates a net loss of 30 million to 45 million yuan for 2025, although this represents a significant reduction in losses compared to the previous year [27] Group 7 - Maanshan Steel expects a net loss of 1.9 billion to 2.5 billion yuan for 2025, with a substantial reduction in losses compared to the previous year [28] - Shennong Seed Industry forecasts a net profit of 90 million to 120 million yuan for 2025, marking a turnaround from previous losses [30] - Jifeng Co. anticipates a net profit of 410 million to 495 million yuan for 2025, achieving a turnaround from losses [31]
中科三环:预计2025年年度净利润为8000万元~1.2亿元,同比增长566.23%~899.35%
Mei Ri Jing Ji Xin Wen· 2026-01-29 10:17
每经头条(nbdtoutiao)——水贝黄金平台"杰我睿"兑付危机调查:40倍杠杆对赌,金价越涨平台越 亏!老板自称"还在深圳",投资者:兑付方案本金打两折,无法接受 (记者 王瀚黎) 每经AI快讯,中科三环1月29日晚间发布业绩预告,预计2025年归属于上市公司股东的净利润8000万元 ~1.2亿元,同比增长566.23%~899.35%;基本每股收益0.0665元~0.0997元。业绩变动主要原因是,报告 期内,面对市场竞争与外部环境的双重挑战,公司全体员工共同努力,坚持稳中求进,聚焦提升经营质 量,通过深化技术创新、强化成本与费用管控,持续优化运营效率,并稳步拓展市场份额。与此同时, 公司资产减值损失同比大幅减少,公司汇兑收益较去年同期有所增加。在上述因素综合作用下,本期归 属于上市公司股东的净利润实现同比大幅增长。 ...
中科三环:预计2025年归母净利润同比增长566.23%-899.35%
Xin Lang Cai Jing· 2026-01-29 10:16
中科三环1月29日公告,预计2025年归母净利润8000万元–1.2亿元,同比增长566.23%-899.35%。报告期 内,公司通过深化技术创新、强化成本与费用管控,持续优化运营效率,并稳步拓展市场份额。与此同 时,公司资产减值损失同比大幅减少,公司汇兑收益较去年同期有所增加。在上述因素综合作用下,本 期归属于上市公司股东的净利润实现同比大幅增长。 ...
中科三环:2025年全年净利润同比预增566.23%—899.35%
南财智讯1月29日电,中科三环发布年度业绩预告,预计2025年全年归属于上市公司股东的净利润为 8000万元—12000万元,同比预增566.23%—899.35%;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5000万元—7500万元。报告期内,面对市场竞争与外部环境的双重挑战,公司全体 员工共同努力,坚持稳中求进,聚焦提升经营质量,通过深化技术创新、强化成本与费用管控,持续优 化运营效率,并稳步拓展市场份额。与此同时,公司资产减值损失同比大幅减少,公司汇兑收益较去年 同期有所增加。在上述因素综合作用下,本期归属于上市公司股东的净利润实现同比大幅增长。 ...