兆[Ta丰ble股_Sto份ckN（ameRptType] 300695） 公司覆盖 产业投资+全生态布局，打造机器人未来之星 投资评级：买入 报告日期：2026-02-06 汽车轮毂轴承"售后+前装"双驱动，提供安全垫与造血能力 公司价格与沪深 300 走势比较 公司传统汽车轴承业务基本盘扎实。售后业务聚焦欧美市场，受益于汽车 保有量与车龄双增，或将稳健增长。国内业务方面，公司在前装配套市场 取得突破性进展，通过了大众的供应商审核，并获得吉利、长安阿维塔等 多个新定点，未来增长确定性高 。 | 收盘价（元） | 76.93 | | --- | --- | | 近 12 个月最高/最低（元） | 123.00/46.79 | | 总股本（百万股） | 102 | | 流通股本（百万股） | 102 | | 流通股比例（%） | 100.00 | | 总市值（亿元） | 79 | | 流通市值（亿元） | 79 | 执业证书号：S0010523120004 电话：15652947918 邮箱：zhangzhibang@hazq.com 分析师：刘千琳 邮箱：liuqianlin@hazq.com 主要观点： 首 ...

Group 1 - Guangdong Mingzhu expects a net profit increase of 2908.49%-3577.04% year-on-year for 2025 [1] - Sainuo Medical anticipates a net profit growth of 2767%-3233% year-on-year for 2025 [1] - Lingdian Electric Control forecasts a net profit rise of 640.16%-804.64% year-on-year for 2025 [1] - Bojie Co. predicts a net profit increase of 484.16%-618.97% year-on-year for 2025 [1] - Kexing Pharmaceutical expects a net profit growth of 328.83%-455.89% year-on-year for 2025 [1] - Xiangcai Co. anticipates a net profit increase of 266.41%-403.81% year-on-year for 2025 [1] - Xinyi Sheng forecasts a net profit rise of 231.24%-248.86% year-on-year for 2025 [1] - Tongzhou Electronics predicts a net profit increase of 151.40%-230.42% year-on-year for 2025 [1] - Zhaofeng Co. expects a net profit growth of 136.26%-164.89% year-on-year for 2025 [1] - Kaige Precision Machinery anticipates a net profit increase of 133.99%-193.55% year-on-year for 2025 [1] - Sankeshu forecasts a net profit rise of 128.96%-189.21% year-on-year for 2025 [1] - Huazi Industrial expects a net profit growth of 128.00%-167.00% year-on-year for 2025 [1] - Zhite New Materials anticipates a net profit increase of 117.11%-171.39% year-on-year for 2025 [1] - Ecovacs expects a net profit growth of 110.90%-123.30% year-on-year for 2025 [1] - Jingquan Hua forecasts a net profit increase of 109.32%-140.72% year-on-year for 2025 [1] - Guoxuan High-Tech anticipates a net profit rise of 107.16%-148.59% year-on-year for 2025 [1] - Changjiang Securities expects a net profit growth of 101.37% year-on-year for 2025 [1] - Shanwaishan forecasts a net profit increase of 98%-125% year-on-year for 2025 [1] - Zhongji Xuchuang anticipates a net profit rise of 89.50%-128.17% year-on-year for 2025 [1] - Huachuang Yuxin expects a net profit growth of 86%-175% year-on-year for 2025 [1] - Kori Technology forecasts a net profit increase of 68.61%-115.25% year-on-year for 2025 [1] - Western Gold anticipates a net profit rise of 67.58%-93.21% year-on-year for 2025 [1] - Shandong Gold expects a net profit growth of 56%-66% year-on-year for 2025 [1] - Huaxi Biological anticipates a net profit increase of 54.93%-83.63% year-on-year for 2025 [1] - Nairui Radar expects a net profit growth of approximately 54.16% year-on-year for 2025 [1] - Lingyun Optical anticipates a net profit rise of approximately 50.75% year-on-year for 2025 [1] - Zhongjin Company expects a net profit increase of 50%-85% year-on-year for 2025 [1] - Dongwu Securities forecasts a net profit growth of 45%-55% year-on-year for 2025 [1] - Longping High-Tech anticipates a net profit increase of 14.17%-66.86% year-on-year for 2025 [1] Group 2 - Jiangfeng Electronics expects a net profit increase of 7.5%-27.5% year-on-year for 2025 [2]

)- 公司 -○- 行业均值 制图数据来自恒生聚源数据库 中证智能财讯兆丰股份（300695）1月30日晚间披露2025年度业绩预告，预计2025年归母净利润3.3亿元至3.7亿元，同比增长136.26%-164.89%；扣非净利润 预计9000万元-1.1亿元，同比下降10.09%-26.44%。以1月30日收盘价计算，兆丰股份目前市盈率（TTM）约为22.44倍-25.16倍，市净率（LF）约2.92倍，市 销率（TTM）约12.03倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况（倍） 70 @ 60 50 40 33d 30 28.8 22d4 2284 21-92 20 18-4 10 0 2021-06-30 | 2021-12-37 1 202-06-30 | 2022-12-37 2020-12-37 4-06-30 5-12-37 203 公司 -{○- 行业均值 100 ହି ୨୦ 84-89 80 70 60 5842 55g13 52d8 50 40 30 204 20 10 0 2021-12-37 I 2020-12-37 1 2022- ...

（编辑 任世碧） 证券日报网讯 1月30日，兆丰股份发布2025年度业绩预告称，公司预计2025年度归属于上市公司股东的 净利润为33，000万元–37，000万元，比上年同期增长136.26%–164.89%。 ...

Core Viewpoint - The company expects a net profit of 90 million to 110 million yuan for the year 2025 after deducting non-recurring gains, driven by an increase in the fair value of invested funds and growth in its main business operations [1] Group 1: Performance Forecast - The company anticipates a significant increase in net profit attributable to shareholders compared to the previous year, primarily due to the rise in the fair value of its invested funds [1] - The company is actively promoting the development of its main business, with a steady increase in the domestic mainframe supporting market, leading to expected revenue growth [1] - The company expects a slight decrease in comprehensive gross profit margin due to changes in customer structure, while fixed asset investments have increased to meet production capacity needs, resulting in reduced cash funds [1] Group 2: Financial Results - For the first three quarters of 2025, the company reported a main revenue of 511 million yuan, an increase of 5.17% year-on-year [2] - The net profit attributable to shareholders reached 303 million yuan, a year-on-year increase of 230.34% [2] - The non-recurring net profit decreased by 9.23% year-on-year to 75.93 million yuan [2] - In Q3 2025, the company achieved a single-quarter main revenue of 166 million yuan, up 3.73% year-on-year, and a net profit of 232 million yuan, up 814.55% year-on-year [2] - The company reported a debt ratio of 12.78%, with investment income of 9.128 million yuan and financial expenses of -7.5698 million yuan, while the gross profit margin stood at 27.96% [2]

证券之星消息，兆丰股份发布业绩预告，预计2025年全年归属净利润盈利3.3亿元至3.7亿元。 兆丰股份2025年三季报显示，前三季度公司主营收入5.11亿元，同比上升5.17%；归母净利润3.03亿 元，同比上升230.34%；扣非净利润7592.55万元，同比下降9.23%；其中2025年第三季度，公司单季度 主营收入1.66亿元，同比上升3.73%；单季度归母净利润2.32亿元，同比上升814.55%；单季度扣非净利 润2438.23万元，同比上升0.11%；负债率12.78%，投资收益912.8万元，财务费用-756.98万元，毛利率 27.96%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 1、报告期内归属于上市公司股东的净利润较上年同期大幅增长,主要系公司已投资的基金公允价值上升 导致本报告期确认的公允价值变动损益增长所致。2、报告期内,公司积极推动主营业务发展,国内主机配 套市场业务规模持续提升,报告期内营业收入预计实现稳步增长;因客户结构变动影响,综合毛利率略有下 降。同时,公司在手订单充足,为满足产能需求,固定 ...

智通财经APP讯，兆丰股份(300695.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 3.3亿元至3.7亿元，同比增长136.26%–164.89%;扣除非经常性损益后的净利润9000万元至1.1亿元，同比 下降10.09%至26.44%。 ...

兆丰股份（300695）(300695.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润3.3亿 元至3.7亿元，同比增长136.26%–164.89%;扣除非经常性损益后的净利润9000万元至1.1亿元，同比下降 10.09%至26.44%。 ...

人民财讯1月30日电，兆丰股份(300695)1月30日披露业绩预告，预计2025年归母净利润为3.3亿元—3.7 亿元，同比增长136.26%—164.89%。报告期内归母净利润较上年同期大幅增长，主要系公司已投资的 基金公允价值上升导致本报告期确认的公允价值变动损益增长所致。报告期内，公司积极推动主营业务 发展，国内主机配套市场业务规模持续提升，报告期内营业收入预计实现稳步增长；因客户结构变动影 响，综合毛利率略有下降。同时，公司在手订单充足，为满足产能需求，固定资产投资增加，导致货币 资金减少，且市场利率处于低位，利息收入有所减少。 转自：证券时报 ...

Group 1 - The core viewpoint of the article is that Zhao Feng Co., Ltd. (兆丰股份) expects a significant increase in net profit for 2025, projecting a growth of 136.26% to 164.89% year-on-year [1] - The estimated net profit for 2025 is projected to be between 330 million yuan and 370 million yuan [1] - The primary reason for this substantial increase in profit is attributed to the rise in the fair value of the funds the company has invested in, leading to a significant increase in the recognized fair value changes and gains [1]