中证智能财讯中研股份（688716）1月30日晚间披露2025年度业绩预告，预计2025年归母净利润1180万元，同比下降69.96%；扣非净利润预计479.05万元， 同比下降80.47%。以1月30日收盘价计算，中研股份目前市盈率（TTM）约为430倍，市净率（LF）约4.29倍，市销率（TTM）约17.44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： 资料显示，公司主营树脂形态的PEEK。 报告期内，公司积极推进市场开拓工作，上市公司母公司单体的营业收入及净利润较上年同期均实现增长。同时，为持续提升核心产品竞争力，公司进一步 加大研发投入，有序推进并运营了上海研发中心项目；为巩固并提升市场地位，公司亦加大了对产业链相关领域的布局与投入。受研发投入增加及新业务拓 展尚未形成规模化收入等因素影响，公司合并报表层面净利润在报告期内出现下滑。 历年净利、扣非情况(亿元) 6.0.6 8.0.6 5.05 0.4 0.3 0.559 0.546 0.50 0.2 0.39 0.247 0.1 0.118 0 2020 2025E 2021 2022 2023 2024 归母净利润 扣非净 ...

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） 120 101,77 @ 90 60 -63o22 45996 30 0 -1 (2) 28.37 -30 3 676 3 3 -60 82.79 -90 2021-12-37 2020-12-37 2-06-30 1-06-30 3-12-37 2022-12-37 2n- -○- 公司 -○- 行业均值 100 ହ 90 83a81 80 74x83 70 63d3 60 50 40 30 20 10 0 2027-12-37 | 2020-12-37 I 2022-12-37 1 2021-06-30 1 3-06-30 ' 2022-06-30 ' 3-12-37 · 2n- 中证智能财讯渤海汽车（600960）1月30日晚间披露2025年度业绩预告，预计2025年归母净利润1.55亿元至1.88亿元，上年同期亏损12.64亿元；扣非净利润 亏损8800万元至1.05亿元，上年同期亏损12.78亿元。以1月30日收盘价计算，渤海汽车目前市盈率（TTM）约为26.39倍-32.01倍，市净率（LF）约1.34倍 ...

中证智能财讯东吴证券（601555）1月30日晚间披露2025年度业绩预告，预计2025年归母净利润34.31亿元至36.68亿元，同比增长45%-55%；扣非净利润预计 34.27亿元至36.63亿元，同比增长45%-55%。以1月30日收盘价计算，东吴证券目前市盈率（TTM）约为12.96倍-13.86倍，市净率（LF）约1.14倍，市销率 （TTM）约4.59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) -○- 公司 -○- 行业均值 30 ම් 25 23a87 20-92 20 18.39 16867 16.3 45076 15 TE 10 5 0 2020-12-37 1 2021-12-37 1 202-06-30 ' 2022-12-37 ' 2021-06-30 ' 3-06-30 -12-37 203 100 ହ 90 80 70 60 50 48.4 40 40-68 34o22 31068 30 20.68 20 13-46 10 0 2027-12-37 1 2022-72-37 1 2020-12-37 1 2-06-30 ' ...

Core Viewpoint - Lichen Industrial (001218) expects a significant increase in net profit for the year 2025, projecting a growth of 40.22% to 58.54% compared to the previous year, driven by effective raw material management and market expansion [4]. Financial Performance - The forecasted net profit attributable to shareholders for 2025 is between 153 million to 173 million yuan, while the non-recurring net profit is expected to be between 145 million to 165 million yuan, indicating a year-on-year growth of 41.47% to 60.98% [4]. - The basic earnings per share are projected to be between 1.1753 yuan and 1.3289 yuan [4]. Valuation Metrics - As of January 30, the price-to-earnings ratio (TTM) for Lichen Industrial is approximately 19.34 to 21.87 times, with a price-to-book ratio (LF) of about 1.47 times and a price-to-sales ratio (TTM) of around 0.73 times [4]. - Historical trends indicate fluctuations in the company's price-to-earnings ratio over recent years, reflecting changes in market conditions and company performance [5][6]. Business Operations - The company specializes in the research, production, and sales of surfactants and cleaning products, which are key drivers of its revenue growth [15]. - The increase in profitability is attributed to proactive raw material procurement and inventory management, as well as expanded sales efforts in both domestic and international markets [15].

Core Viewpoint - The company, Zhenan Technology, forecasts a revenue of 477 million to 573 million yuan for 2025, with a projected net loss of 1.03 billion to 1.34 billion yuan, indicating a reduction in losses compared to the previous year [4]. Financial Performance - The expected revenue for 2025 is between 477 million and 573 million yuan, while the net loss is projected to be between 1.03 billion and 1.34 billion yuan, compared to a loss of 1.41 billion yuan in the same period last year [4]. - The non-recurring net profit is expected to be a loss of 1.1 billion to 1.44 billion yuan, which is an improvement from a loss of 1.44 billion yuan in the previous year [4]. - The company's price-to-book ratio (LF) is approximately 3.25 times, and the price-to-sales ratio (TTM) is about 10.01 times based on the latest closing price [4]. Operational Insights - The company specializes in building isolation and vibration reduction technology consulting, structural analysis and design, product R&D, production, sales, testing, installation guidance, and after-sales maintenance [4]. - The decline in performance is attributed to the underperformance in the recovery of long-aged accounts receivable and significant changes in credit risk characteristics, leading to credit impairment provisions [4]. - Despite the increase in revenue, the company continues to incur losses due to increased credit impairment losses and asset impairment losses, although the overall loss amount has decreased compared to the previous year [4].

-O- 公司 -O- 行业均值 制图数据来自恒生聚源数据库 市净率(LF)历史分位(%) 100 ହି ୨୦ 80 70 60 56.56 55.92 50 50x94 40 30 23g27 20:38 20 16.86 43x88 10 0 -30 ·72-30 2n- 公司 -○- 行业均值 制图数据来自恒生聚源数据库 中证智能财讯和顺科技（301237）1月30日晚间披露2025年度业绩预告，预计2025年归母净利润亏损1.5亿元至1.9亿元，上年同期亏损4714.35万元；扣非净 利润亏损1.6亿元至1.95亿元，上年同期亏损5586.76万元。以最新收盘价计算，市净率（LF）约3.89倍，市销率（TTM）约8.63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） 400 週00 162 91x21 85:27 70-95 61884 0 -68.24 -- 66.23 -200 -400 402.88 -600 2024-03-30 2024-06-30 2023-09-30 ' -06-30 2023-12-30 ' 4-12-30 34-09- ...

Core Viewpoint - The recent surge in gold prices has led to increased demand for gold accumulation products, causing significant strain on banking systems and prompting banks to adjust their policies to manage risks associated with market volatility [2][6]. Group 1: Market Dynamics - Gold prices have risen from 1150 CNY/gram to 1170 CNY/gram, leading to a rush among investors to purchase gold accumulation products [1]. - Many investors are attempting to capitalize on the price drop, viewing it as an opportunity to lower their average purchase price [2][5]. - The trading volume for gold accumulation products has surged, resulting in system overloads at various banks, including China Construction Bank and Industrial and Commercial Bank of China [2][5]. Group 2: Bank Responses - China Construction Bank announced an increase in the minimum investment amount for gold accumulation products to 1500 CNY, effective February 2, to manage risks associated with market fluctuations [6][8]. - Other banks, such as China Merchants Bank and Ningbo Bank, have also adjusted their policies regarding gold investment, reflecting a cautious approach in light of recent price volatility [6][9]. - Banks are advising customers to enhance their risk awareness and manage their investments prudently, considering their financial situation and risk tolerance [8][9].

Core Viewpoint - The surge in gold prices has led to increased demand for gold accumulation products, causing banking systems to experience overload and transaction failures [1][3][6]. Group 1: Market Dynamics - Gold prices have risen from 1150 CNY/gram to 1170 CNY/gram, prompting investors to seek opportunities to buy [1]. - Many investors are attempting to capitalize on the recent price drop, viewing it as a chance to increase their holdings in gold accumulation products [3][6]. Group 2: Banking System Response - Construction Bank reported that transaction failures were due to high traffic on their system, advising customers to refresh or retry later [3]. - Other banks, including Zhejiang Commercial Bank and Industrial and Commercial Bank of China, also faced similar issues with transaction overload [6]. Group 3: Adjustments in Banking Policies - Construction Bank announced an increase in the minimum amount for personal gold accumulation business to 1500 CNY, effective February 2 [7]. - Other banks, such as Ningbo Bank and China Merchants Bank, have also adjusted their gold product offerings and minimum investment amounts in response to market volatility [9][10].

今天，A股1月行情收官。1月，上证指数累计上涨3.76%，深证成指累计上涨5.03%，创业板指累计上涨4.47%。 对于今天市场热点的转换，市场分析认为，近期，多因素共振推动资金加速流入贵金属板块。当前，由于短期涨幅过大，部分机构提示追高风险。目前贵 金属板块市场热度较高，情绪趋于回归理性，资金在避险与成长之间寻求再平衡，部分投资者开始转向低位科技板块。 截至收盘，上证指数跌0.96%，深证成指跌0.66%，创业板指涨1.27%。 板块方面，转基因、种植业与林业、大豆、造纸、光纤概念、共封装光学（CPO）等板块涨幅居前，贵金属、有色金属、油气开采及服务等板块调整。 从板块表现看，有色金属与科技主线贯穿全月，呈现交替领涨格局。贵金属板块表现亮眼。科技股方面，AI应用板块表现强势；商业航天板块反复活 跃。 个股方面，科技股反弹，科创新源（300731）午后"20CM"涨停、天奇股份（002009）走出"5天3板"；湖南黄金（002155）实现"5连板"；多只粮食概念股 走高，登海种业（002041）、敦煌种业（600354）等股涨停。 A股三大指数今天走势分化，创业板指午后持续走强，盘中一度涨近2%，近日大热的贵 ...

业内人士表示，碳酸锂价格的回暖，有望带动拥有自有矿和盐湖的生产企业业绩修复。 1月30日，锂矿板块大跌，截至14:40，锂矿板块跌超6%，西部矿业、中矿资源、天齐锂业等跌超7%。 对此，赣锋锂业、雅化集团等多家锂矿企业回应中国证券报·中证金牛座记者称，公司生产经营一切正 常。 其中，一家不愿具名的企业负责人对记者表示："公司产品供不应求，产销正常，现在没有什么库存。" 上海钢联数据显示，2025年下半年以来，电池级碳酸锂价格持续上涨，从7万元/吨左右一度涨至17万 元/吨左右。 ...