Core Viewpoint - Anhuai Gaoke (600207.SH) announced a projected net loss for the year 2025, estimating a loss of between 640 million to 740 million yuan, which represents a decrease of 286.3 million to 386.3 million yuan compared to the previous year [1] Group 1: Financial Performance - The company expects a net profit attributable to shareholders to be between -640 million to -740 million yuan for 2025 [1] - This projected loss indicates a significant decline of 286.3 million to 386.3 million yuan compared to the same period last year [1] Group 2: Reasons for Loss - The primary reasons for the operating loss include a mismatch in supply and demand for photovoltaic glass, leading to a substantial drop in product prices and a decline in gross margin for the photovoltaic glass business [1] - The real estate market's impact has caused a significant decrease in the selling price of float glass products, resulting in an expanded loss in the float glass business [1] - The company has adjusted the profit expectations of its subsidiaries, leading to a cautious approach in recognizing impairment losses on assets showing signs of impairment [1]

公开资料显示，安彩高科公司主营业务包括光伏玻璃、浮法玻璃、药用玻璃和天然气业务。 对于2025年预亏的主要原因，安彩高科表示，一是光伏玻璃产能阶段性供需错配，光伏玻璃产品价格同比大幅下降，公司 光伏玻璃业务毛利率下滑；二是受房地产市场影响，浮法玻璃产品售价大幅下跌，公司浮法业务亏损扩大；三是受子公司盈利 预期下调影响，基于谨慎性原则，公司对存在减值迹象的资产计提减值准备。 财报显示，2023年和2024年，安彩高科实现归属于上市公司股东的净利润分别亏损1928.7万元和3.54亿元。近三年合计亏 损超10亿元。 本报讯 （记者肖艳青）1月23日晚间，河南安彩高科股份有限公司（以下简称"安彩高科"）发布2025年年度业绩预亏公 告，至此公司已连续三年业绩亏损。 公告显示，安彩高科预计2025年实现归属于上市公司股东的净利润亏损6.4亿元至7.4亿元，扣非净利润亏损6.6亿元至7.6亿 元，均同比亏损扩大。 （编辑 何帆） ...

安彩高科（600207）(600207.SH)发布2025年年度业绩预亏公告，公司2025年年度实现归属于上市公司 股东的净利润-64,000万元到-74,000万元，与上年同期相比，将减少28,630.06万元到38,630.06万元。 本报告期经营业绩亏损的主要原因：一是光伏玻璃产能阶段性供需错配，光伏玻璃产品价格同比大幅下 降，公司光伏玻璃业务毛利率下滑;二是受房地产市场影响，浮法玻璃产品售价大幅下跌，公司浮法业 务亏损扩大;三是受子公司盈利预期下调影响，基于谨慎性原则，公司对存在减值迹象的资产计提减值 准备。 ...

Core Viewpoint - Anhuai Gaoke (600207.SH) announced a projected net loss for the fiscal year 2025, estimating a loss between 640 million to 740 million yuan, which represents a decrease of 286.3 million to 386.3 million yuan compared to the previous year [1] Group 1: Financial Performance - The company expects a significant net loss for 2025, with projections indicating a loss of 640 million to 740 million yuan [1] - This projected loss reflects a decrease in net profit of 286.3 million to 386.3 million yuan compared to the same period last year [1] Group 2: Reasons for Loss - The primary reasons for the anticipated loss include a mismatch in supply and demand for photovoltaic glass, leading to a substantial decline in product prices and a decrease in gross margin for the photovoltaic glass business [1] - The real estate market's impact has caused a significant drop in the selling price of float glass products, resulting in an expanded loss in the float glass business [1] - The company has adjusted its profit expectations for its subsidiaries, leading to a cautious approach in recognizing impairment losses on assets showing signs of impairment [1]

Group 1 - The company, Anhuai Gaoke, announced a projected net loss for the year 2025, estimating a loss of between 64 million to 74 million yuan, which represents a decrease of 28.63 million to 38.63 million yuan compared to the previous year [2]

Group 1 - The company Ankai Gaoke expects a net profit attributable to shareholders of between -640 million to -740 million yuan for the year 2025, representing a decrease of approximately 286 million to 386 million yuan compared to the same period last year [1] - The decline in profit is attributed to a mismatch in supply and demand for photovoltaic glass, leading to a significant drop in product prices and a decrease in gross margin for the photovoltaic glass business [1] - The company's float glass business has also suffered due to a substantial drop in selling prices influenced by the real estate market, resulting in an expanded loss for this segment [1] - The company has made provisions for asset impairment based on cautious principles due to downward adjustments in profit expectations from subsidiaries [1]

格隆汇1月23日丨安彩高科(600207.SH)公布，预计河南安彩高科股份有限公司2025年年度实现归属于上 市公司股东的净利润-64,000万元到-74,000万元，与上年同期相比，将减少28,630.06万元到38,630.06万 元。 预计2025年年度归属于上市公司股东的扣除非经常性损益的净利润-66,000万元到-76,000万元，与上年 同期相比，将减少24,234.83万元到34,234.83万元。 ...

Core Viewpoint - The photovoltaic industry is experiencing significant losses across all major segments, with a call for recovery and improvement in profitability by 2026, focusing on asset management and pricing power [2][11]. Group 1: Industry Performance - The photovoltaic sector is in a "dark moment," with all major segments, including silicon materials, wafers, cells, and modules, reporting losses [2]. - The overall performance of the industry is characterized by high inventory and weak demand, despite some signs of recovery in silicon material prices [3]. - The integrated companies face significant pressure, with a notable decline in profitability due to rising costs of key materials like silver paste [3][6]. Group 2: Company-Specific Insights - Daqo New Energy forecasts a net loss of 1 to 1.3 billion yuan for 2025, but with a reduced loss margin of 52.17% to 63.21% year-on-year due to improved operational efficiency [3]. - Longi Green Energy expects a net loss of 6 to 6.5 billion yuan, a reduction of over 2 billion yuan compared to the previous year, driven by increased production efficiency [5]. - Junda Co. anticipates a net loss of 1.5 to 1.2 billion yuan, significantly higher than the previous year's loss of 590 million yuan, citing supply-demand imbalance and price transmission issues [4]. Group 3: Component and Equipment Sector - Companies focusing on Bifacial (BC) modules, such as Aiko Solar, are seeing a significant reduction in losses, with expected losses narrowing from 5.319 billion yuan to between 1.9 billion and 1.2 billion yuan [5]. - The equipment sector, represented by Aotai Technology, is also facing declines, with expected revenue dropping by 26.71% to 30.50% year-on-year [8]. - Silver paste manufacturer Dike Co. is projected to shift from profit to loss, with expected losses of 200 to 300 million yuan due to rising silver prices [9]. Group 4: Future Outlook - The industry is still in a phase of "deleveraging and capacity reduction," but there are signs of recovery in upstream segments, with discussions about potential profitability improvements in 2026 [11][12]. - Aiko Solar reports that its ABC module sales volume is expected to double, indicating a positive trend despite overall losses [12]. - Analysts predict that the industry may see a shift from supply-demand pricing to cost-based pricing by early 2026, potentially improving profit margins significantly [12].

证券日报网讯1月15日，安彩高科（600207）发布公告称，公司第八届董事会第三十四次会议审议通过 《关于董事会换届暨选举第九届非独立董事的议案》等多项议案。 ...

证券日报网讯 1月15日，安彩高科发布公告称，经公司董事会提名委员会审核，公司控股股东河南投资 集团有限公司提名徐东伟先生、杨建新先生、马楠先生为公司第九届董事会非独立董事候选人。公司股 东富鼎电子科技（嘉善）有限公司提名张仁维先生为公司第九届董事会非独立董事候选人。公司董事会 提名王艳华女士、张功富先生、郑明先生为公司第九届董事会独立董事候选人，其中张功富先生为会计 专业人士。 （文章来源：证券日报） ...