Group 1 - The company, Keda, announced an expected net profit attributable to shareholders of 600 million to 660 million yuan for 2025, representing a year-on-year growth of 52.21% to 67.43% [2]

Group 1 - Su Dawei Ge's wholly-owned subsidiary plans to invest in a fund focusing on semiconductor, new energy, AI, and aerospace sectors, contributing 20 million yuan for a 10.2302% stake [2] - Shimao Energy terminates plans for a change in control after failing to reach consensus on key terms, with stock resuming trading on January 19 [3] - Huatian Hotel's controlling shareholder is planning a merger and restructuring, potentially changing the actual controller to the Hunan Provincial State-owned Cultural Assets Supervision and Administration Commission [4] Group 2 - Jinpu Titanium's subsidiary Xuzhou Titanium will cease production due to intensified market competition, which is expected to significantly impact revenue in 2026 [5] - Dingxin Communications' deputy general manager is under investigation by the CSRC for suspected short-term trading of company stock, but it will not affect the company's operations [6] - Xinhang New Materials plans to acquire 51% of Hairete for 12.8826 million yuan to explore new growth points [7] Group 3 - Hualan Co.'s controlling shareholder raises the upper limit of its share buyback plan from 58.08 yuan to 86.66 yuan per share [8] - Wanhua Chemical's MDI Phase II facility has resumed normal production after maintenance [9] - Junsheng Electronics introduces a strategic investor, with a 1 billion yuan investment aimed at reducing overall debt [10] Group 4 - Jiangbolong announces five shareholders plan to transfer 3% of the company's shares through a pricing inquiry [11] - Haitai Technology expects a net profit increase of 226.86% to 323.97% in 2025, driven by high industry demand and increased orders [13] - Northern Rare Earth anticipates a net profit increase of 116.67% to 134.6% in 2025 due to successful market expansion [14] Group 5 - Lanke Technology forecasts a net profit increase of 52.29% to 66.46% in 2025, benefiting from the AI industry trend [15] - Keda expects a net profit increase of 52.21% to 67.43% in 2025, driven by growth in data center and new energy sectors [16] - Cambridge Technology predicts a net profit increase of 51% to 67% in 2025, supported by strong demand in core business areas [17] Group 6 - China Electric Research anticipates a net profit of 533 million yuan in 2025, a 14.04% increase year-on-year [18] - China Automotive Research expects a net profit of 1.06 billion yuan in 2025, a 17.85% increase year-on-year [19] - Zhongcheng Co. forecasts a net profit of 276 million to 414 million yuan in 2025, recovering from a previous loss [20] Group 7 - Junda Co. expects a net loss of 1.2 billion to 1.5 billion yuan in 2025, worsening from a previous loss of 591 million yuan [21] - Guangdian Network anticipates a net loss of 1.29 billion to 1.55 billion yuan in 2025, attributed to declining traditional business revenue [22] - Jiugang Hongxing predicts a net loss of approximately 1.879 billion yuan in 2025, an improvement from a previous loss of 2.617 billion yuan [23] Group 8 - Jinbo Co. expects a net loss of around 1.4 billion yuan in 2025, worsening from a previous loss of 815 million yuan [24] - Dongjiang Environmental anticipates a net loss of 1.05 billion to 1.35 billion yuan in 2025, due to ongoing industry adjustments [25] - Daqing Energy forecasts a net loss of 1 billion to 1.3 billion yuan in 2025, despite improvements in production costs [26] Group 9 - Dongzhu Ecology expects a net loss of 935 million to 1.135 billion yuan in 2025, impacted by macroeconomic factors [27] - Weiyuan Co. anticipates a net loss of 950 million to 1.05 billion yuan in 2025, turning from profit to loss [28] - Huanghe Xuanfeng predicts a net loss of 850 million yuan in 2025, an improvement from a previous loss of 983 million yuan [29] Group 10 - Fushun Special Steel expects a net loss of 770 million to 870 million yuan in 2025, turning from profit to loss [30] - China First Heavy Industries anticipates a net loss of 310 million to 460 million yuan in 2025, significantly reducing losses compared to the previous year [31] - Jishi Media forecasts a net loss of 364 million to 455 million yuan in 2025, with overall revenue expected to remain stable [33] Group 11 - Guangxi Energy expects a net loss of 170 million to 220 million yuan in 2025, turning from profit to loss [34] - Baike Bio anticipates a net loss of 220 million to 280 million yuan in 2025, turning from profit to loss due to declining vaccine sales [35] - Zhongtai Auto expects to remain in a loss position for 2025, with a projected positive net asset value by year-end [36] Group 12 - Nasda anticipates a loss for 2025 due to significant asset sales and industry policy adjustments [37] - Rongsheng Development expects to report a loss for 2025, with the amount not exceeding the previous year's audited net assets [38] Group 13 - China National Materials signs a contract worth 299 million Canadian dollars for engineering services in Canada [40] - Dayu Water-saving's subsidiary wins a project worth 133 million yuan for water source guarantee engineering [41] - Hailu Heavy Industry reports new orders totaling 1.941 billion yuan for 2025 [42]

Core Viewpoint - Keda (002518.SZ) forecasts a net profit attributable to shareholders of 600 million to 660 million yuan for the year 2025, representing a year-on-year growth of 52.21% to 67.43% [1] Group 1: Business Segments - The company is focusing on the "data center + new energy" business model, with both segments expected to show growth in 2025 [1] - The data center business serves as the company's foundation, benefiting from a new wave of infrastructure investment in the data center industry, which has boosted growth rates [1] - The new energy business is characterized by significant performance elasticity, with a recovery in demand in the European energy storage market and strong demand in emerging markets, leading to a return to growth for this segment [1] Group 2: Performance Drivers - Continuous increase in orders and shipment volumes across both business segments has contributed to the rapid year-on-year growth of the company's overall performance [1]

人民财讯1月16日电，科士达(002518)1月16日发布业绩预告，预计2025年归母净利润6亿元—6.6亿元， 同比增长52.21%—67.43%。公司布局"数据中心+新能源"业务，2025年度双板块业务呈现增长态势。近 年数据中心行业掀起新一轮基建热潮，公司数据中心业务增速提振。随着欧洲储能市场需求回暖，新兴 市场需求旺盛，公司新能源业务板块重回增长通道。双板块业务订单及出货量持续增加，致公司整体业 绩同比增速较快。 （原标题：科士达：2025年净利润同比预增52.21%—67.43%） ...

Core Viewpoint - Keda (002518.SZ) forecasts a net profit attributable to shareholders of 600 million to 660 million yuan for the year 2025, representing a year-on-year growth of 52.21% to 67.43% [1] Group 1: Business Performance - The company is expanding its "Data Center + New Energy" business, with continuous increases in orders and shipment volumes across both sectors [1] - The data center segment is benefiting from a new wave of infrastructure investment, while the new energy business is experiencing a recovery in demand from the European market and growth in emerging markets [1]

Core Viewpoint - Keda's 2025 performance forecast indicates a net profit attributable to shareholders of 600 million to 660 million yuan, representing a year-on-year growth of 52.21% to 67.43% [1] Group 1: Business Segments - The company is expanding its "data center + new energy" business, with continuous increases in orders and shipment volumes across both segments [1] - The data center segment is benefiting from a new round of infrastructure investment [1] - The new energy business is experiencing a recovery in demand from the European market and growth in emerging markets, contributing to overall performance growth [1]

Core Viewpoint - The company expects a net profit of 600 million to 660 million yuan for the year 2025, representing a year-on-year growth of 52.21% to 67.43% [1] Group 1: Business Segments - The company is focusing on the "data center + new energy" business layout, with both segments showing growth trends for 2025 [1] - The data center business serves as the company's foundation, benefiting from a new wave of infrastructure investment in the data center industry [1] - The new energy business is characterized by significant performance elasticity, with a recovery in demand in the European energy storage market and strong demand in emerging markets [1] Group 2: Performance Indicators - The company is experiencing a rapid year-on-year growth rate due to the continuous increase in orders and shipment volumes across both business segments [1]

证券代码：002518 证券简称：科士达 公告编号：2026-003 深圳科士达科技股份有限公司 2025 年度业绩预告 本次业绩预告相关财务数据未经会计师事务所审计。公司就本次 业绩预告有关事项与为公司提供年度审计服务的会计师事务所签字 注册会计师进行了预沟通，双方在本次业绩预告方面不存在重大分歧。 三、业绩变动原因说明 公司布局"数据中心+新能源"业务，2025 年度双板块业务呈现 增长态势。数据中心业务为公司基本盘，近年数据中心行业掀起新一 轮基建热潮，公司数据中心业务增速提振。新能源业务是公司业绩弹 性较大的板块，随着欧洲储能市场需求回暖，新兴市场需求旺盛，公 司新能源业务板块重回增长通道。双板块业务订单及出货量持续增加， 以致公司整体业绩同比增速较快。 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 1、业绩预告期间：2025年1月1日-2025年12月31日 2、预计的业绩: 预计净利润为正值且属于下列情形之一 □ 扭亏为盈 √ 同向上升 □ 同向下降 | 项 | 目 | 本报告期 | 上年同期 | | --- | --- | ...

Core Viewpoint - Keda Technology's stock price has shown fluctuations, with a recent decline of 2.08% and a total market capitalization of 30.21 billion yuan, while the company has experienced a year-to-date increase of 6.95% in stock price [1] Financial Performance - For the period from January to September 2025, Keda Technology achieved a revenue of 3.609 billion yuan, representing a year-on-year growth of 23.93%, and a net profit attributable to shareholders of 446 million yuan, reflecting a growth of 24.93% [2] Shareholder Information - As of January 9, 2025, Keda Technology had 44,000 shareholders, an increase of 4.76% from the previous period, with an average of 12,844 circulating shares per shareholder, a decrease of 4.55% [2] - The company has distributed a total of 1.544 billion yuan in dividends since its A-share listing, with 602 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 10.6908 million shares, an increase of 2.450 million shares from the previous period [3] - Several new institutional shareholders have entered, including Bosera Huixing Return Mixed Fund, holding 5.0283 million shares, and Huatai-PineBridge Technology Innovation Mixed Fund, holding 4.0335 million shares [3]

Core Viewpoint - The company has established a comprehensive layout for its energy storage business, which is expected to become a core growth engine by 2025 as overseas demand recovers [2] Group 1: Business Strategy - The energy storage products cover residential, commercial, and grid-level applications, allowing for seamless switching between on-grid and off-grid systems [2] - The company has built a stable and reliable supply chain through deep cooperation with leading battery cell manufacturers [2] Group 2: Market Positioning - The company focuses on overseas markets as its main battlefield, with efficient and smooth order delivery in mature markets like Europe [2] - Demand is steadily increasing in emerging markets such as Southeast Asia and the Middle East, with further global market coverage achieved through partnerships with quality overseas distributors [2] - In the domestic market, the company is concentrating on the development of integrated solar-storage-charging projects to maintain its market share in the commercial and grid-side energy storage sectors [2]