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财经早报:中美将举行另一轮贸易谈判?外交部回应,事关格陵兰岛,特朗普改口了丨2026年1月22日
Xin Lang Cai Jing· 2026-01-21 23:29
Group 1 - China and the US are expected to hold another round of trade negotiations, emphasizing the need to implement the consensus reached by the two countries' leaders [2][24] - The Chinese government expressed serious concerns over the EU's new cybersecurity policy, which aims to exclude Chinese companies from the European mobile communication network, arguing that Chinese enterprises have contributed positively to the European telecom industry [3][25] - French President Macron's statement at Davos highlighted the need for more Chinese direct investment in Europe, with China emphasizing its commitment to mutual benefits and not pursuing trade surpluses [4][26] Group 2 - The Ministry of Housing and Urban-Rural Development plans to implement urban renewal actions to promote high-quality development in the real estate sector, aiming to create modern, livable cities [7][28] - The Ministry of Industry and Information Technology reported significant growth in emerging industries, with industrial robot production increasing by 28% and the AI core industry expected to exceed 1.2 trillion yuan [8][29] - The National Taxation Bureau of Shanghai imposed a fine of 100,000 yuan on Pinduoduo for failing to report tax-related information as required [15][37] Group 3 - Moore Threads released its first performance forecast post-IPO, expecting revenue between 1.45 billion and 1.52 billion yuan for 2025, representing a growth of 230.70% to 246.67% year-on-year [16][38] - The financial reports from various companies indicate a mixed outlook, with some expecting significant profit increases while others anticipate losses, reflecting the diverse performance across sectors [20][44]
1月21日晚间重要公告一览
Xi Niu Cai Jing· 2026-01-21 10:30
Group 1: Profit Forecasts - Limin Co. expects a net profit of 465 million to 500 million yuan for 2025, representing a year-on-year increase of 471.55% to 514.57% [1] - Guohui Energy anticipates a net profit of 1.32 billion to 1.47 billion yuan for 2025, reflecting a decline of 50.03% to 55.13% year-on-year [2] - Jiajia Yue forecasts a net profit of 198 million to 228 million yuan for 2025, indicating a growth of 50.06% to 72.79% year-on-year [3] - Xianghe Industry projects a net profit of 120 million to 148 million yuan for 2025, with an expected increase of 59.17% to 96.31% year-on-year [4] - Aojie Technology predicts a net profit of 90 million to 120 million yuan for 2025, showing a growth of 228.34% to 337.79% year-on-year [14] - Shanghai Electric expects a net profit of 1.1 billion to 1.32 billion yuan for 2025, representing an increase of approximately 47% to 76% year-on-year [15] - Tianfu Communication anticipates a net profit of 1.881 billion to 2.15 billion yuan for 2025, reflecting a growth of 40% to 60% year-on-year [16] - Yichang Technology forecasts a net profit of 150 million to 225 million yuan for 2025, indicating a year-on-year increase of 58% to 138% [29] - Shanghai Yizhong expects a net profit of 60 million to 70 million yuan for 2025, representing a significant increase of 760.18% to 903.54% year-on-year [41] Group 2: Loss Forecasts - Kexin Electromechanical anticipates a net profit of 55 million to 70 million yuan for 2025, reflecting a decline of 58.65% to 67.51% year-on-year [11][12] - Kexin Technology expects a net loss of 900 million to 1.2 billion yuan for 2025, which is an increase in loss of 78.67% to 84% year-on-year [10] - Tianyang New Materials forecasts a net loss of 250 million to 180 million yuan for 2025, compared to a loss of 213 million yuan in the previous year [20] - Bo Rui Data anticipates a net loss of 90 million to 100 million yuan for 2025, which is an increase in loss of 15.17 million to 25.17 million yuan year-on-year [19] - Xinlian Integrated expects a net loss of 577 million yuan for 2025, which is a reduction in loss of approximately 40.02% compared to the previous year [40] - Fangshilong forecasts a net loss of 4 million to 6 million yuan for 2025 [30] Group 3: Strategic Developments - Lianlong signed a strategic framework agreement with Runyinglian to enhance the reliability and efficiency of the lubricant additive supply chain in China and the Asia-Pacific region [7] - Han Jian Heshan is planning to acquire a 52.51% stake in Liaoning Xingfu New Materials Co., Ltd., with stock suspension expected for up to 9 trading days [13] - Kai Zhong Precision plans to invest 116 million yuan in a technical transformation and expansion project to meet future capacity demands [34] - Tianfu Communication is expected to engage in clinical trials for its ABA001 injection, which has received approval from the National Medical Products Administration [17]
1.21犀牛财经晚报:ETF总规模回到6万亿元以下
Xi Niu Cai Jing· 2026-01-21 10:30
Group 1: ETF Market - The total market size of ETFs has decreased to 5.93 trillion yuan, down from 6.24 trillion yuan [1] - The scale of the CSI A500 ETF has dropped below 300 billion yuan, currently at 285.98 billion yuan, with 8 out of 40 ETFs having a scale of over 10 billion yuan [1] Group 2: Investment Outlook - Bridgewater Associates remains optimistic about the Chinese stock market, projecting a 45% return for its onshore hedge fund in 2025, marking the best performance in five years [1] - The All Weather Plus fund of Bridgewater saw a 9.1% increase in Q4, with an annual return of 44.5%, compared to an 18% rise in the benchmark CSI 300 index [1] Group 3: Energy Storage Market - GGII forecasts that global household energy storage system shipments will reach approximately 35 GWh in 2025, representing a nearly 50% year-on-year growth [2] - The market concentration for household storage systems is significant, with Germany, the US, Australia, and Japan accounting for 57% of the total global installation [2] Group 4: Film Industry - China's film industry chain is projected to reach a value of 817.26 billion yuan in 2025, with a box office multiplier of approximately 1:15.77, ranking among the top globally [3] Group 5: Commercial Aerospace - In 2025, China's commercial aerospace sector is expected to complete 50 launches, accounting for 54% of the total national space launches, with 311 commercial satellites successfully placed into orbit [3] Group 6: Strategic Partnerships - Lianlong has signed a strategic framework agreement with Runyinglian to enhance the reliability and efficiency of the lubricating oil additive supply chain in China and the Asia-Pacific region [8] Group 7: Financial Performance Forecasts - Limin Co. anticipates a net profit of 465 million to 500 million yuan for 2025, representing a year-on-year increase of 471.55% to 514.57% [11] - Guanghui Energy expects a net profit of 1.32 billion to 1.47 billion yuan for 2025, indicating a decline of 50.03% to 55.13% year-on-year [12] - Jiajiayue forecasts a net profit of 198 million to 228 million yuan for 2025, reflecting a growth of 50.06% to 72.79% year-on-year [13] - Xianghe Industrial projects a net profit of 120 million to 148 million yuan for 2025, showing an increase of 59.17% to 96.31% year-on-year [14] - Baiao Intelligent expects a net profit of 90 million to 120 million yuan for 2025, indicating a growth of 228.34% to 337.79% year-on-year [15] - Hekang New Energy anticipates a net profit of 50 million to 75 million yuan for 2025, representing a year-on-year increase of 385.62% to 628.43% [16]
广汇能源发预减,预计2025年度归母净利润同比下降50.03%至55.13%
Zhi Tong Cai Jing· 2026-01-21 09:42
广汇能源(600256)(600256.SH)发布2025年年度业绩预告,预计2025年实现归属于上市公司股东的净 利润13.2亿元至14.7亿元,同比下降50.03%至55.13%。 本期公司拟计提大额资产减值准备35,000万元左右、补缴增值税等税金及滞纳金40,554.64万元、缴纳水 土保持费96,593.15万元,对当期归属于上市公司股东的净利润产生相应影响。 受报告期内能源产品供需偏宽松影响,公司主营煤炭、液化天然气(LNG)及煤化工产品价格同比出现不 同程度下滑,对公司当期经营业绩产生主要影响。 ...
广汇能源(600256.SH)发预减,预计2025年度归母净利润同比下降50.03%至55.13%
智通财经网· 2026-01-21 09:41
受报告期内能源产品供需偏宽松影响,公司主营煤炭、液化天然气(LNG)及煤化工产品价格同比出现不 同程度下滑,对公司当期经营业绩产生主要影响。 本期公司拟计提大额资产减值准备35,000万元左右、补缴增值税等税金及滞纳金40,554.64万元、缴纳水 土保持费96,593.15万元,对当期归属于上市公司股东的净利润产生相应影响。 智通财经APP讯,广汇能源(600256.SH)发布2025年年度业绩预告,预计2025年实现归属于上市公司股 东的净利润13.2亿元至14.7亿元,同比下降50.03%至55.13%。 ...
广汇能源(600256.SH):预计2025年净利润同比下降50.03%至55.13%
Xin Lang Cai Jing· 2026-01-21 09:16
受报告期内能源产品供需偏宽松影响,公司主营煤炭、液化天然气(LNG)及煤化工产品价格同比出 现不同程度下滑,对公司当期经营业绩产生主要影响。 格隆汇1月21日丨广汇能源(600256.SH)公布,预计2025年实现归属于上市公司股东的净利润为13.2亿元 至14.7亿元,同比下降50.03%至55.13%;预计2025年归属于上市公司股东的扣除非经常性损益的净利润 为13.18亿元至14.68亿元,同比下降50.00%至55.11%。 ...
广汇能源(600256.SH):补缴税款及缴纳相关费用
Xin Lang Cai Jing· 2026-01-21 09:16
根据新疆维吾尔自治区发展和改革委员会、财政厅及水利厅联合印发《关于我区水土保持补偿费政策有 关事宜的通知》及哈密市相关部门联合印发《关于哈密市征缴矿产资源开采水土保持补偿费的通知》等 相关文件,2025年度,公司所属子公司缴纳水土保持费合计9.66亿元,已全部缴纳完毕。 格隆汇1月21日丨广汇能源(600256.SH)公布,经自查,公司及部分所属子公司2025年度补缴增值税、企 业所得税等税款3.11亿元,滞纳金0.95亿元,合计4.06亿元。截至本公告披露日,公司及部分所属子公 司已将上述税款及滞纳金缴纳完毕。 ...
广汇能源(600256.SH):已补缴税款及缴纳相关费用
Xin Lang Cai Jing· 2026-01-21 09:16
格隆汇1月21日丨广汇能源(600256.SH)公布,经自查,公司及部分所属子公司2025年度补缴增值税、企 业所得税等税款3.11亿元,滞纳金0.95亿元,合计4.06亿元。截至本公告披露日,公司及部分所属子公 司已将上述税款及滞纳金缴纳完毕。 根据新疆维吾尔自治区发展和改革委员会、财政厅及水利厅联合印发《关于我区水土保持补偿费政策有 关事宜的通知》及哈密市相关部门联合印发《关于哈密市征缴矿产资源开采水土保持补偿费的通知》等 相关文件,2025年度,公司所属子公司缴纳水土保持费合计9.66亿元,已全部缴纳完毕。 ...
广汇能源:补缴税款及缴纳相关费用
Ge Long Hui· 2026-01-21 09:12
格隆汇1月21日丨广汇能源(600256.SH)公布,经自查,公司及部分所属子公司2025年度补缴增值税、企 业所得税等税款3.11亿元,滞纳金0.95亿元,合计4.06亿元。截至本公告披露日,公司及部分所属子公 司已将上述税款及滞纳金缴纳完毕。 根据新疆维吾尔自治区发展和改革委员会、财政厅及水利厅联合印发《关于我区水土保持补偿费政策有 关事宜的通知》及哈密市相关部门联合印发《关于哈密市征缴矿产资源开采水土保持补偿费的通知》等 相关文件,2025年度,公司所属子公司缴纳水土保持费合计9.66亿元,已全部缴纳完毕。 ...
广汇能源:预计2025年净利润同比下降50.03%—55.13%
人民财讯1月21日电,广汇能源(600256)1月21日公告,预计2025年实现归属于上市公司股东的净利润 为13.2亿元至14.7亿元,同比下降50.03%至55.13%。受报告期内能源产品供需偏宽松影响,公司主营煤 炭、液化天然气(LNG)及煤化工产品价格同比出现不同程度下滑,对公司当期经营业绩产生主要影响。 ...