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]

Group 1 - Silvercorp's revenue from gold and silver products accounts for a low proportion of total operating income [1] - ST Cube has repeatedly triggered abnormal stock trading fluctuations and is under suspension for verification [1] - Xizi Energy plans to invest 100 million yuan to establish an equity investment fund focusing on computing power, energy, AI, and embodied intelligence industries [1] Group 2 - ST Songfa has signed contracts for two 30.6 million ton VLCC super-large crude oil transport ships [1] - Jiangfeng Electronics intends to acquire control of Kaide Quartz for cash and will suspend trading from January 30 [1] - Jiangbolong expects a net profit growth of 150.66% to 210.82% year-on-year for 2025 [1] Group 3 - Hengyuan Coal Power plans to repurchase shares worth 200 million to 250 million yuan [1] - Jintian Co., Ltd. intends to increase its holdings by 50 million to 100 million yuan [1] - Beijing Lier plans to raise no more than 1.034 billion yuan through a private placement [1][2]

Group 1 - The core point of the article is that Beijing Lier (002392.SZ) has announced a plan to issue A-shares to specific investors, aiming to raise no more than 1,034.45 million yuan for various projects [1] Group 2 - The total amount to be raised from the issuance is capped at 1,034.45 million yuan after deducting issuance costs [1] - The funds will be allocated to four main projects: 1. A project for an annual production of 30,000 tons of composite zirconia and zirconium-based materials for new energy and aerospace applications, with an investment of 297.36 million yuan [3] 2. The construction of an innovation research and development center, with an investment of 243.47 million yuan [3] 3. The establishment of a refractory materials production base in Vietnam, with an investment of 183.28 million yuan [3] 4. Supplementing working capital, with an investment of 310.33 million yuan [3] - The total investment for all projects amounts to 1,149.25 million yuan, with the planned use of raised funds totaling 1,034.45 million yuan [3]

Group 1 - The company Beijing Lier announced that its sixth board meeting will be held on January 29, 2026, to discuss the proposal for issuing A-shares to specific targets for the year 2026 [1] Group 2 - The "Jie Wo Rui" platform under Shui Bei Gold is facing a redemption crisis, with a 40 times leverage bet leading to losses as gold prices rise [1] - Investors are dissatisfied with the proposed redemption plan, which offers only 20% of the principal [1]

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） 每经AI快讯，北京利尔1月29日晚间发布公告称，本次向特定对象发行股票相关事项已经公司第六届董 事会第十四次会议审议通过，本次向特定对象发行股票的发行对象为不超过35名（含35名）的特定投资 者，其中，公司本次向特定对象发行股票数量将按照募集资金总额除以发行价格确定，且不超过公司本 次发行前总股本的30%，即不超过约3.57亿股（含本数）。即不低于定价基准日前20个交易日公司股票 交易均价的80%。本次发行拟募集不超过约10.34亿元，募集资金用于以下用途：年产3万吨复合氧化锆 及新能源与航空航天用锆基材料项目，总投资约3.65亿元，拟投入募集资金约2.97亿元；创新研发中心 建设项目，总投资约2.6亿元，拟投入募集资金约2.43亿元；越南耐火材料生产基地建设项目，总投资约 2.13亿元，拟投入募集资金约1.83亿元；补充流动资金项目，总投资约3.1亿元，拟投入募集资金约3.1亿 元。 ...

股票代码：002392 股票简称：北京利尔 北京利尔高温材料股份有限公司 Beijing Lirr High-temperature Materials Co., Ltd. 2026 年度向特定对象发行 A 股股票预案 二〇二六年一月 北京利尔高温材料股份有限公司 2026 年度向特定对象发行 A 股股票预案 公司声明 本公司及董事会全体成员保证本预案内容真实、准确、完整，确认不存在虚 假记载、误导性陈述或重大遗漏，并对本预案的真实性、准确性、完整性承担个 别和连带的法律责任。 本预案按照《中华人民共和国公司法》《中华人民共和国证券法》《上市公司 证券发行注册管理办法》等法律法规及规范性文件的要求编制。 本次向特定对象发行 A 股股票完成后，公司经营与收益的变化由公司自行 负责；因本次向特定对象发行 A 股股票引致的投资风险由投资者自行负责。 本预案是公司董事会对本次向特定对象发行 A 股股票的说明，任何与之相 反的声明均属不实陈述。 投资者如有任何疑问，应咨询自己的股票经纪人、律师、专业会计师或其他 专业顾问。 本预案所述事项并不代表审批机关对于本次向特定对象发行股票相关事项 的实质性判断、确认、批准或注册 ...

2026 年度向特定对象发行 A 股股票方案的论证分析报告 股票代码：002392 股票简称：北京利尔 北京利尔高温材料股份有限公司 北京利尔高温材料股份有限公司（以下简称"公司"）拟向特定对象发行 A 股股票，根据《中华人民共和国公司法》（以下简称《公司法》）、《中华人民 共和国证券法》（以下简称"《证券法》"）、《上市公司证券发行注册管理办 法》（以下简称"《注册管理办法》"）等有关法律、法规、规范性文件和《公 司章程》的规定，公司编制了《北京利尔高温材料股份有限公司 2026 年度向特 定对象发行 A 股股票方案的论证分析报告》（以下简称"本报告"）。 本报告中如无特别说明，相关用语具有与《北京利尔高温材料股份有限公司 2026 年度向特定对象发行 A 股股票预案》中相同的含义。 一、本次发行的背景和目的 （一）本次发行的背景 Beijing Lirr High-temperature Materials Co., Ltd． 2026 年度向特定对象发行 A 股股票方案的 论证分析报告 二〇二六年一月 1 2026 年度向特定对象发行 A 股股票方案的论证分析报告 端产品产能过剩的结构性问题，该矛盾制约 ...

证券代码：002392 证券简称：北京利尔 公告编号：2026-003 北京利尔高温材料股份有限公司 关于2026年度向特定对象发行A股股票预案披露的提示性公告 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。 北京利尔高温材料股份有限公司（以下简称"公司"）于2026年1月29日召 开第六届董事会第十四次会议，审议通过了《关于2026年度向特定对象发行A股 股票预案的议案》及其他相关议案。具体内容详见公司于2026年1月30日在巨潮 资讯网（www.cninfo.com.cn）披露的《2026年度向特定对象发行A股股票预案》 及其他相关公告。敬请投资者注意查阅。 本次向特定对象发行 A 股股票预案的相关披露事项不代表审批机关对于本 次向特定对象发行股票相关事项的实质性判断、确认、批准或注册，本次向特定 对象发行 A 股股票相关事项的生效和完成尚待取得公司股东会审议通过、深圳 证券交易所审核通过并经中国证券监督管理委员会作出同意注册决定等程序，发 行事项存在不确定性，敬请广大投资者注意投资风险。 特此公告。 北京利尔高温材料股份有限公司 董事会 2026年1月3 ...

证券代码：002392 证券简称：北京利尔 公告编号：2026-005 北京利尔高温材料股份有限公司 关于公司 2026 年度向特定对象发行 A 股股票摊薄即期回报、填补措 施及相关主体承诺的公告 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。 根据《国务院办公厅关于进一步加强资本市场中小投资者合法权益保护工作 的意见》（国办发〔2013〕110 号）、《国务院关于进一步促进资本市场健康发 展的若干意见》（国发〔2014〕17 号）及《关于首发及再融资、重大资产重组 摊薄即期回报有关事项的指导意见》（中国证券监督管理委员会公告〔2015〕31 号）的相关要求，为保障中小投资者利益，公司就本次向特定对象发行 A 股股 票（以下简称"本次发行"）摊薄即期回报对公司主要财务指标的影响进行了认 真分析，并提出了拟采取的填补回报措施，相关主体对发行人填补回报措施能够 得到切实履行作出了承诺，具体情况说明如下： 一、本次发行摊薄即期回报对公司主要财务指标的影响 本次向特定对象发行股票数量不超过公司本次发行前总股本的 30%，即不超 过 357,147,251 股（含本数） ...

证券代码：002392 证券简称：北京利尔 公告编号：2026-004 北京利尔高温材料股份有限公司 关于公司无需编制前次募集资金使用情况报告的说明公告 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。 北京利尔高温材料股份有限公司（以下简称"公司"）经中国证券监督管理 委员会证监许可[2010]260 号文核准，公司向社会公开发行人民币普通股（A 股） 3,375 万股，发行价格为每股人民币 42.00 元，募集资金总额为人民币 141,750.00 万元，扣除发行费用人民币 8,408.73 万元后，实际募集资金净额为人民币 133,341.27 万元。截至 2010 年 4 月 16 日，公司上述发行募集的资金已全部到位， 并经天健正信会计师事务所有限公司天健正信验（2010）综字第 010048 号验资 报告验证确认。 根据中国证券监督管理委员会《监管规则适用指引——发行类第 7 号》的有 关规定："前次募集资金使用情况报告对前次募集资金到账时间距今未满五个会 计年度的历次募集资金实际使用情况进行说明，一般以年度末作为报告出具基准 日，如截止最近一期末募 ...