资金面分歧与获利了结压力：2月9日至11日主力资金净流入推动股价快速上涨，但2月12日主力资金净 流出1.39亿元，2月13日进一步净流出7087.12万元，占总成交额16.71%。散户资金则逆势净流入(2月13 日净流入8096.89万元)，显示短期炒作资金撤离与散户跟风情绪形成博弈。前期涨幅过大后，技术面存 在回调需求，2月13日股价跌破5日均线(15.29元)，MACD指标走弱，加剧短期抛压。 公司基本面 业绩基本面承压：公司2025年三季报显示，第三季度单季归母净利润亏损733.98万元，同比下降 179.94%，毛利率仅5.04%。2025年12月30日公告需补缴税款及滞纳金4889.79万元，直接计入当期损 益，进一步削弱盈利预期。叠加2025年全年业绩预亏(净利润预计亏损2800万至3800万元)，市场对短期 业绩改善信心不足。 经济观察网华尔泰（001217）(001217.SZ)股价近期呈现显著波动。2026年2月13日，该股收盘价为14.70 元，单日下跌5.47%，成交额4.24亿元，换手率8.72%。此前三个交易日(2月9日至11日)，股价因连续涨 停触发异常波动公告，累计涨幅达30. ...

Group 1 - The core viewpoint of the news is that Huatai's stock has experienced significant fluctuations, with a recent drop of 6.61% and a total market value of 5.16 billion yuan [1] - As of February 12, Huatai's stock price is reported at 15.55 yuan per share, with a trading volume of 229 million yuan and a turnover rate of 4.44% [1] - Year-to-date, Huatai's stock has increased by 11.87%, with a notable rise of 21.58% over the last five trading days [1] Group 2 - As of September 30, Huatai has 21,800 shareholders, a decrease of 5.07% from the previous period, while the average circulating shares per person increased by 5.34% to 15,073 shares [2] - For the period from January to September 2025, Huatai achieved operating revenue of 1.52 billion yuan, representing a year-on-year growth of 26.07%, but the net profit attributable to shareholders decreased by 72.61% to 21.98 million yuan [2] Group 3 - Since its A-share listing, Huatai has distributed a total of 199 million yuan in dividends, with 99.56 million yuan distributed over the past three years [3]

证券代码：001217 证券简称：华尔泰 公告编号：2026-002 安徽华尔泰化工股份有限公司 股票交易异常波动公告 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。 4、公司、控股股东及实际控制人不存在关于本公司的应披露而未披露的重 大事项，或处于筹划阶段的重大事项； 5、股票异常波动期间，公司控股股东、实际控制人不存在买卖公司股票的 情形； 一、股票交易异常波动的情况介绍 安徽华尔泰化工股份有限公司（以下简称"公司"或"本公司"）（证券简 称：华尔泰，证券代码：001217）股票连续三个交易日内（2026 年 2 月 9 日、 2026 年 2 月 10 日、2026 年 2 月 11 日）日收盘价格涨幅偏离值累计达到 20%， 根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动情形。 二、公司关注并核实情况的说明 针对公司股票交易异常波动，公司采用电话和书面方式对公司控股股东和实 际控制人就相关事项进行了核实，有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产 ...

二、当日热点 一、行情回顾 市场全天震荡分化，创业板指跌超1%。玻纤概念股集体大涨，山东玻纤、中国巨石等多股涨停。有色金属板块走强，中钨高新、翔鹭钨业等涨停。化工股 反复活跃，华尔泰、吉华集团等涨停。下跌方面，影视概念股调整，横店影视、金逸影视等跌停。个股跌多涨少，沪深京三市超3200股飘绿，今日成交不足 2万亿。 1.玻纤 玻纤概念今日大涨，山东玻纤、中材科技、国际复材、中国巨石等多股涨停。 催化上，近日，光远新材、国际复材等玻纤龙头对电子布再度提价。据卓创资讯，2025年10月/12月、2026年1月/2月，普通电子布已经历四次涨价，7628厚 布涨价幅度分别为0.2-0.3、0.2-0.3、0.2、0.5-0.6元/米，累计涨幅达1-1.2元/米，薄布涨价幅度更大，电子布持续高景气。 此外，今日有市场传闻称，台耀科技发布停产通知，由于Low-DK玻璃布需求量增加，主要玻璃布厂商相继声明停产E-glass玻璃布并转生产Low-DK玻璃 布，台耀将调整E-glass生产计划，2月10日起，其中国台湾工厂将减量供应TU-662(668/F)、TU-768(752)及TU-747(742)系列产品，并将于202 ...

Group 1: Market Overview - The A-share market showed mixed performance on February 11, with the ChiNext Index falling over 1% and total trading volume in the Shanghai and Shenzhen markets reaching 2 trillion yuan, a decrease of 123.7 billion yuan from the previous trading day [1] - Over 3,200 stocks in the market experienced declines, indicating a broad-based sell-off [1] Group 2: Chemical Industry Insights - UBS recently released a report raising expectations for the Chinese chemical industry, predicting a new upward cycle from 2026 to 2028 due to multiple positive factors, with expectations for profit recovery and valuation increases [1] - The chemical sector has shown resilience, with companies like Jihua Group and Taihe New Materials experiencing significant stock price increases [1] Group 3: Fiberglass Sector Performance - The fiberglass manufacturing sector saw a collective surge, with nearly all stocks hitting the daily limit, a rare occurrence in the market [1] - Notable stocks included International Composite Materials, which hit a 20% limit up shortly after market open, and others like Changhai Co., Honghe Technology, and China Jushi also saw significant gains [1][2] - The fiberglass sector's revaluation is linked to price increases and demand driven by AI, with major manufacturers indicating price hikes and low inventory levels [3] Group 4: Lithium Battery and Precious Metals - Lithium battery stocks were active, with Zhongcai Technology hitting the limit up and reaching a historical high [4] - The domestic commodity futures market saw most prices rise, with lithium carbonate increasing over 9% [4] - Precious metals also experienced volatility, with silver futures rising over 4% and gold prices recovering above $5,050 per ounce [5]

证券日报网讯2月2日，华尔泰（001217）在互动平台回答投资者提问时表示，对于公司近年业绩出现波 动，主要受基础化工行业周期及外部宏观市场环境变化等多重因素叠加影响，公司为布局产业链延伸、 高端产品研发及生产装置技改升级进行了阶段性投入，短期对利润形成一定影响。公司努力在产能、技 术、产业链配套等方面进一步提升核心基础优势。面对经营挑战，管理层始终以公司可持续发展和股东 利益最大化为核心目标，围绕降本增效、产品结构优化、市场拓展等方面推出一系列落地举措：一是严 控生产经营各环节成本，通过工艺优化、能耗管控、集中采购等方式降低运营成本；二是加速产品结构 升级，重点推进高附加值精细化工产品的研发与量产，逐步提升高端产品营收占比；三是优化客户结构 与市场布局，深挖下游新兴领域的应用需求，拓展优质客户资源；四是强化内部管理与风险防控，提升 经营管理效率。管理层将全力以赴，以良好的经营成果回馈各位投资者的信任与支持。 ...

Group 1 - Zhongyuan Expressway (600020) expects a net profit of approximately 612 million yuan for 2025, a decrease of about 30% year-on-year [1] - Bomin Electronics (603936) anticipates a net profit of 15 million to 22 million yuan for 2025, achieving a turnaround from loss to profit compared to the previous year [2] - Fangda Special Steel (600507) forecasts a net profit of 835 million to 998 million yuan for 2025, an increase of 236.9% to 302.67% year-on-year [3] Group 2 - Jiadu Technology (600728) expects a net profit of 160 million to 200 million yuan for 2025, recovering from a loss of 115 million yuan in the previous year [4] - Changyang Technology (688299) predicts a net loss of 116 million to 168 million yuan for 2025 [5] - Zhongzi Technology (688737) anticipates a net loss of 45.24 million to 67.86 million yuan for 2025 [6] Group 3 - Two-sided Needle (600249) expects a net profit of 5 million to 10 million yuan for 2025, a decline of 87.67% to 93.83% year-on-year [7] - Sanrenxing (605168) forecasts a net profit of 181 million to 209 million yuan for 2025, an increase of 46.79% to 69.5% year-on-year [8] - Shubeide (300322) anticipates a net profit of 60 million to 70 million yuan for 2025, recovering from a loss of 64.46 million yuan in the previous year [9] Group 4 - Maoye Commercial (600828) expects a net loss of 201 million to 242 million yuan for 2025 [10] - Hongsheng Huayuan (601096) forecasts a net profit of 348 million to 400 million yuan for 2025, an increase of 51.22% to 73.82% year-on-year [11] - Huafeng Technology (688629) anticipates a net profit of 338 million to 388 million yuan for 2025, achieving a turnaround from loss to profit [12] Group 5 - Aerospace Rainbow (002389) expects a net profit of 25 million to 31 million yuan for 2025, a decrease of 64.84% to 71.65% year-on-year [14] - Shangong Shenbei (600843) predicts a net loss of 120 million to 150 million yuan for 2025, compared to a loss of 244 million yuan in the previous year [15] - Chaoxun Communication (603322) anticipates a net profit of 36 million to 54 million yuan for 2025, achieving a turnaround from loss to profit [16] Group 6 - Guannong Co. (600251) expects a net profit of 330 million to 340 million yuan for 2025, an increase of 61.29% to 66.18% year-on-year [17] - Shandong Steel (600022) forecasts a net profit of around 100 million yuan for 2025, recovering from a loss of 2.891 billion yuan in the previous year [18] - Baili Technology (603959) anticipates a net loss of 140 million to 200 million yuan for 2025 [19] Group 7 - Electric Power Investment Hydropower (600292) expects a net profit of approximately 517 million yuan for 2025, a year-on-year increase of about 1337% [20] - Aibulu (301259) forecasts a net profit of 26 million to 33.8 million yuan for 2025, recovering from a loss of 30.84 million yuan in the previous year [21] - Yipin Hong (300723) announced that its subsidiary received approval for clinical trials of a new drug [22] Group 8 - Meixin Sheng (688458) plans to acquire 100% equity of Xinyan Micro for 160 million yuan [23][24] - Lanshi Heavy Industry (603169) expects a net loss of 370 million to 440 million yuan for 2025, transitioning from profit to loss [25] - Hongyang (000525) anticipates a net loss of 260 million to 390 million yuan for 2025, compared to a profit of 388 million yuan in the previous year [26] Group 9 - Tianzhihang (688277) predicts a net loss of 165 million to 198 million yuan for 2025, with losses expected to widen by 36.22% to 63.46% compared to the previous year [27] - Tongda Co. (002560) announced plans for a major shareholder to reduce holdings by no more than 1% [28] - *ST Chengchang (001270) expects a net profit of 95 million to 124 million yuan for 2025, recovering from a loss of 31.12 million yuan in the previous year [29] Group 10 - Yirui Technology (688301) reported a net profit of 661 million yuan for 2025, a year-on-year increase of 42.15% [30] - Hualitai (001217) anticipates a net loss of 28 million to 38 million yuan for 2025, transitioning from profit to loss [31] - Yunjiji Group (001288) expects a net profit of 220 million to 252 million yuan for 2025, a year-on-year increase of 40% to 60% [32] Group 11 - Heertai (002402) forecasts a net profit of 638 million to 729 million yuan for 2025, an increase of 75% to 100% year-on-year [33] - Shenhao Technology (300853) anticipates a net loss of 185 million to 220 million yuan for 2025, compared to a loss of 238 million yuan in the previous year [34] - Zhongyan Dadi (003001) expects a net profit of 10 million to 15 million yuan for 2025, a decline of 75.97% to 83.98% year-on-year [35] Group 12 - Landai Technology (002765) forecasts a net profit of 180 million to 200 million yuan for 2025, a year-on-year increase of 44.83% to 60.93%, with a non-recurring profit of 140 million to 160 million yuan, an increase of 113.1% to 143.54% [37] - Yingfeite (300582) plans to raise product prices by 5% to 15% starting March 1, 2026, due to rising raw material costs [38] - Lanzhou Bank (001227) plans to distribute 285 million yuan in cash dividends for the 2025 interim profit distribution [39] Group 13 - Wancheng Group (300972) announced plans for shareholders to reduce holdings by no more than 1.27% [40] - *ST Huarong (600421) expects to turn a profit in 2025, with a projected net profit of 6.5 million to 8 million yuan [41] - Jiaheng Home (300955) anticipates a net loss of 29 million to 39 million yuan for 2025, compared to a loss of 23.69 million yuan in the previous year [42] Group 14 - Aide Biology (300685) announced plans for a major shareholder to reduce holdings by no more than 1.22% [43] - Haixia Innovation (300300) expects a net profit of 100 million to 150 million yuan for 2025, a year-on-year increase of 1660.56% to 2540.85% [44]

公司2025年净利润下滑幅度较大的主要原因如下：报告期内投产的新项目相关生产装置采用双倍余额递 减法进行折旧，对利润产生一定影响。报告期内公司通过渠道拓展、服务优化不断拓宽市场，销售收入 随着销量的增长而有所增加，但部分产品销售价格持续波动。 格隆汇1月28日丨华尔泰(001217.SZ)发布2025年度业绩预告，预计2025年度净亏损2,800万元～3,800万 元，同期则盈利8,774.27万元；预计2025年度扣非净亏损3,000万元～4,000万元，同期则盈利7,877.94万 元。 ...

每经AI快讯，华尔泰1月28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亏损2800万 元~3800万元，同比由盈转亏。业绩变动主要原因是：报告期内投产的新项目相关生产装置采用双倍余 额递减法进行折旧，对利润产生一定影响。报告期内公司通过渠道拓展、服务优化不断拓宽市场，销售 收入随着销量的增长而有所增加，但部分产品销售价格持续波动。 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 王晓波） ...

证券代码：001217 证券简称：华尔泰 公告编号：2026-001 安徽华尔泰化工股份有限公司 2025 年度业绩预告 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。 二、与会计师事务所沟通情况 本次业绩预告相关的财务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。但公司已就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本报告期的业绩预告方面不存在分歧，具体数据以审计 结果为准。 三、业绩变动原因说明 公司 2025 年净利润下滑幅度较大的主要原因如下： 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 | 项 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东 的净利润 | 亏损：2,800 | 万元～3,800 | 万元 | 盈利：8,774.27 | 万元 | | 扣除非经常性损益后 的净利润 | 亏损：3,000 | 万元～4,000 ...