Group 1 - China and the US are expected to hold another round of trade negotiations, emphasizing the need to implement the consensus reached by the two countries' leaders [2][24] - The Chinese government expressed serious concerns over the EU's new cybersecurity policy, which aims to exclude Chinese companies from the European mobile communication network, arguing that Chinese enterprises have contributed positively to the European telecom industry [3][25] - French President Macron's statement at Davos highlighted the need for more Chinese direct investment in Europe, with China emphasizing its commitment to mutual benefits and not pursuing trade surpluses [4][26] Group 2 - The Ministry of Housing and Urban-Rural Development plans to implement urban renewal actions to promote high-quality development in the real estate sector, aiming to create modern, livable cities [7][28] - The Ministry of Industry and Information Technology reported significant growth in emerging industries, with industrial robot production increasing by 28% and the AI core industry expected to exceed 1.2 trillion yuan [8][29] - The National Taxation Bureau of Shanghai imposed a fine of 100,000 yuan on Pinduoduo for failing to report tax-related information as required [15][37] Group 3 - Moore Threads released its first performance forecast post-IPO, expecting revenue between 1.45 billion and 1.52 billion yuan for 2025, representing a growth of 230.70% to 246.67% year-on-year [16][38] - The financial reports from various companies indicate a mixed outlook, with some expecting significant profit increases while others anticipate losses, reflecting the diverse performance across sectors [20][44]

Group 1 - The company expects a net profit of approximately 22 to 33 million yuan for the year 2025, representing a decline of over 50% compared to the same period last year [3] - The significant decrease in net profit is primarily due to the absence of non-recurring gains from debt restructuring, which amounted to 4.803 billion yuan in the previous year [3] - The company has undergone structural adjustments in its operations, focusing resources on the promising general display and electronic paper business segments, leading to noticeable growth in revenue and net profit from the electronic paper sector [3] Group 2 - The company has communicated with its accounting firm regarding the performance forecast, and there are no significant disagreements on the forecasted financial data [2] - The performance forecast is based on preliminary calculations by the company's finance department, with detailed financial data to be disclosed in the 2025 annual report [4]

Core Viewpoint - The company Helitai has forecasted a significant decline in net profit for the year 2025, projecting a profit of between 22 million to 33 million yuan, which represents a decrease of approximately 97.83% to 98.55% compared to the previous year's profit of 1,519.23 million yuan [2] Financial Performance - The expected net profit attributable to shareholders for 2025 is between 22 million to 33 million yuan, a stark contrast to the previous year's profit of 1,519.23 million yuan [2] - The net profit after deducting non-recurring gains and losses is projected to be between 32 million to 48 million yuan, compared to a loss of 230.10 million yuan in the same period last year [2] - The basic earnings per share are expected to be between 0.0029 yuan and 0.0044 yuan, down from 0.2 yuan per share in the previous year [2] Reasons for Performance Change - The decline in net profit is primarily attributed to two factors: 1. The company completed a restructuring in 2024, which resulted in a substantial debt restructuring gain of 4.803 billion yuan, contributing to high non-recurring profit in the previous year, which will not be repeated in the current reporting period [2] 2. The company has made structural adjustments in its production and operations, focusing resources on the general display and electronic paper business segments. The demand for electronic paper applications has increased, leading to significant growth in production efficiency, customer delivery capabilities, and overall revenue and net profit [2] Risk Notification - The company is currently under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure, with the investigation ongoing and no conclusive opinions or decisions received yet [2]

Core Viewpoint - Helitai (002217.SZ) expects a significant decline in net profit for the fiscal year 2025, projecting a net profit attributable to shareholders of between 22 million to 33 million yuan, representing a year-on-year decrease of 97.83% to 98.55% [1] Financial Performance - The company anticipates a net profit excluding non-recurring gains and losses of between 32 million to 48 million yuan for 2025 [1] - The substantial drop in net profit is attributed to the absence of non-recurring gains in the current reporting period, as opposed to the previous year, where a large debt restructuring gain of 4.803 billion yuan was realized [1]

Core Viewpoint - The company Helitai (002217.SZ) expects a significant decline in net profit for the fiscal year 2025, projecting a decrease of 97.83% to 98.55% compared to the previous year, primarily due to the absence of non-recurring gains from debt restructuring [1] Financial Performance - The projected net profit attributable to shareholders is estimated to be between 22 million to 33 million yuan [1] - The net profit after excluding non-recurring gains is expected to be between 32 million to 48 million yuan [1] Debt Restructuring - In 2024, the company completed a restructuring plan that involved a combination of cash, capital reserves converted to stocks, trust benefits, and debt retention to settle debts [1] - The restructuring resulted in a substantial debt restructuring gain of 4.803 billion yuan, which contributed to higher non-recurring profit in the previous reporting period [1] - The absence of such gains in the current reporting period is a key factor in the projected decline in net profit [1]

Core Viewpoint - The company, Helitai, is forecasting a significant decline in net profit for 2025, primarily due to the absence of non-recurring gains from debt restructuring that occurred in 2024 [1] Financial Performance - The expected net profit attributable to shareholders for 2025 is projected to be between 22 million and 33 million yuan, representing a year-on-year decrease of 97.83% to 98.55% [1] - Basic earnings per share are estimated to be between 0.0029 yuan and 0.0044 yuan [1] Debt Restructuring - The substantial decrease in net profit is attributed to the completion of a debt restructuring in 2024, which generated a significant non-recurring gain of 4.803 billion yuan [1] - The restructuring involved a combination of cash, capital reserves converted into shares, trust beneficiary rights, and debt retention to settle debts [1] Business Operations - The company has undergone structural adjustments in its operations, focusing resources on the promising general display and electronic paper business segments [1] - The electronic paper segment has seen a notable increase in production efficiency and customer delivery capabilities, driven by rising demand in downstream application scenarios [1] - Revenue and net profit from the electronic paper business have shown significant growth, contributing positively to the company's overall profitability [1]

Core Viewpoint - Helitai (002217) is expected to report a significant decline in net profit for 2025, with projections ranging from 22 million to 33 million yuan, representing a year-on-year decrease of 97.83% to 98.55% [1] Financial Performance - The company completed its restructuring in 2024, which involved a combination of cash, capital reserve stock conversion, trust beneficiary rights, and debt retention to settle debts [1] - The restructuring resulted in a substantial debt restructuring gain of 4.803 billion yuan, which contributed to a high level of non-recurring profit attributable to shareholders in the previous reporting period [1] - In the current reporting period, there are no such non-recurring gains, leading to a significant reduction in net profit compared to the previous year [1]

Core Viewpoint - Helitai (002217.SZ) expects a significant decline in net profit for the year 2025, projecting a range of 22 million to 33 million yuan, which represents a decrease of 98.55% to 97.83% compared to the previous year [1] Financial Performance - The net profit attributable to shareholders is forecasted to be between 22 million and 33 million yuan for the year 2025 [1] - The net profit after deducting non-recurring gains and losses is estimated to be between 32 million and 48 million yuan [1]

证券代码：002217 证券简称：合力泰 公告编号：2026-001 二、与会计师事务所沟通情况 本次业绩预告的相关财务数据未经注册会计师审计。公司就业绩预告的有关 重大事项已与年报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 业绩预告方面不存在重大分歧。 合力泰科技股份有限公司 2025 年度业绩预告 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、误导性陈述和重大遗漏。 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 （二）预计业绩： 预计净利润为正值且属于同向下降 50%以上情形 | 项 | 目 | | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | 盈利：2,200 | 万元–3,300 万元 | | 盈利：151,922.66 | 万元 | | | | 与上年同期下降 | 98.55%–97.83% | | | | | 扣除非经常性损益 后的净利润 | | 盈利：3,200 | 万元 万元–4 ...

Core Viewpoint - Helitai (002217) has signed a strategic cooperation framework agreement with Shanghai Daoke Network Technology Co., marking a new phase in their collaboration in the fields of artificial intelligence and intelligent computing power [1] Group 1: Strategic Partnership - The agreement signifies a comprehensive implementation of cooperation between Helitai and Shanghai Daoke in AI and intelligent computing power [1] - Shanghai Daoke is recognized as a leading enterprise in the AI Infra sector in China, having developed a new generation AI operating system called d.run based on its proprietary technology [1] Group 2: Focus Areas - The partnership will focus on intelligent computing power management and operation, aiming to build an efficient and flexible computing power sharing system for users [1] - Key industries targeted for expansion include high-end manufacturing, fintech, and autonomous driving, which are characterized by high demand for computing power [1] - The collaboration aims to jointly create customized AI infrastructure solutions tailored to these specific application scenarios [1]