哪些上市公司年报业绩预计大幅亏损？ 黄金概念股大涨 1月21日，A股市场维持窄幅震荡，上证指数收盘微涨0.08%。全天A股成交2.62万亿元，降至1月以来次低水平。黄金概念、玻璃基板、锂矿、先 进封装、CPO概念等涨幅居前。 国晟科技遭遇5个跌停 1月21日早盘，国晟科技(603778)开盘跌停，收盘时跌停板封单达94.89万手，约合资金15.5亿元。至此，该股已连续遭遇5个跌停板，相比年内高 点回撤幅度达40.95%。 该股涉及钙钛矿电池、固态电池概念，此前受到市场热炒，近3个月内最大涨幅达到5倍以上。 1月20日晚间，国晟科技发布2025年业绩预告，预计2025年净利润亏损3.25亿元至6.5亿元。报告期内，光伏行业由于结构性产能过剩，供需矛盾仍 然突出，在激烈的行业竞争条件下，组件价格持续处于相对低位，公司主营业务收入和盈利能力下降。基于谨慎性原则，公司计提了存货跌价准 备和长期资产减值准备，对经营业绩造成较大影响。 除国晟科技外，1月20日晚间披露业绩预告大幅亏损的公司还有永辉超市、兴化股份、华锦股份、南威软件、西部建设、航天长峰、燕东微等。 永辉超市预计2025年净利润亏损21.4亿元，按此计算，公 ...

Core Viewpoint - Multiple companies are facing potential delisting risks due to significant financial losses and negative net assets, raising alarms for investors [1][2][3] Group 1: Companies Facing Delisting Risks - Companies such as ST Saiwei, Tianjian Technology, Yijing Photovoltaic, and Huaxia Happiness have issued warnings about potential delisting risks due to financial indicators showing severe declines [1][2] - Tianjian Technology expects a net loss of 176 million to 250 million yuan for 2025, a decrease of 1196.06% to 1657.73% compared to the previous year, which may trigger delisting warnings [2] - Yijing Photovoltaic anticipates a net loss of 450 million to 600 million yuan for 2025, with net assets projected to be negative [3] - Huaxia Happiness forecasts a net loss of 24 billion to 16 billion yuan for 2025, with net assets also expected to be negative [3] Group 2: Reasons for Financial Declines - ST Saiwei is impacted by litigation, estimating a net profit loss of approximately 718 million yuan due to legal disputes [6] - Tianjian Technology attributes its financial downturn to pricing mechanism issues, leading to a revenue adjustment of about 260 million yuan [6] - Yijing Photovoltaic cites industry cycle changes and a decline in solar product prices as reasons for its financial struggles, alongside governance issues due to the loss of its controlling shareholder [7] - Huaxia Happiness is hindered by a debt crisis, with reduced revenue from real estate projects and ongoing debt restructuring efforts facing significant uncertainty [7]

哪些上市公司年报业绩预计大幅亏损？ 黄金概念股大涨 今日（1月21日），A股市场维持窄幅震荡，上证指数收盘微涨0.08%。全天A股成交2.62万亿元，降至1月以来次低水平。黄金概念、玻璃基板、锂矿、先 进封装、CPO概念等涨幅居前。 黄金概念近日持续火爆，最新指数已创历史新高。盘面上，概念股招金黄金、白银有色（维权）、四川黄金、西部黄金、国城矿业（维权）等均录得涨停 板。 招金黄金（000506）目前已连续收获3个涨停板，拉长时间来看，该股近两年来涨幅惊人，以最新收盘价与近两年来的低点相比，招金黄金最大涨幅已达 到20.72倍，是同期黄金概念及有色金属行业涨幅最高的股票。 公开资料显示，招金黄金营业收入主要为黄金产品销售和房屋租赁收入，其中黄金销售业务占比达到98%以上。2025年前三季度，公司实现净利润0.82亿 元，同比扭亏为盈。 公司近日接受机构调研时表示，瓦图科拉金矿尾矿约1800万吨，品位约1g/t—1.5g/t，回收率约40%。目前瓦图科拉金矿排水工作已基本完成，正在进行采 场作业面恢复工作。 国晟科技（维权）遭遇5个跌停 1月21日早盘，国晟科技（603778）开盘跌停，收盘时跌停板封单达94. ...

Core Viewpoint - The A-share market has seen a majority of real estate stocks rise, with notable gains from companies such as Hualian Holdings, Chengdu Investment Holdings, and Wolong New Energy, indicating a positive trend in the sector [1] Group 1: Stock Performance - Hualian Holdings experienced a significant increase of 9.98% with a total market capitalization of 86.62 billion [2] - Chengdu Investment Holdings rose by 9.96%, reaching a market value of 141 billion [2] - Wolong New Energy saw a gain of 9.94%, with a market cap of 54.99 billion [2] - Wantong Development increased by 5.86%, with a market capitalization of 249 billion [2] - Jingneng Real Estate rose by 5.33%, with a total market value of 24.18 billion [2] - Deep Zhenye A increased by 4.82%, with a market cap of 132 billion [2] - Xizang Investment Holdings rose by 3.61%, with a market capitalization of 136 billion [2] - Vanke A saw an increase of 3.34%, with a total market value of 591 billion [2] - Hefei Urban Construction rose by 3.08%, with a market cap of 132 billion [2] - Huaxia Happiness increased by 2.58%, with a market capitalization of 62.23 billion [2] - Deep Shenzhen Real Estate A rose by 2.27%, with a total market value of 219 billion [2]

Summary of Key Points from Conference Call Records Industry Overview - The records pertain to the real estate industry in China, specifically focusing on policies and market dynamics affecting urban development and housing. Core Insights and Arguments - The Ministry of Natural Resources and the Ministry of Housing and Urban-Rural Development issued measures to support urban renewal, allowing the use of existing land and property resources for state-supported industries with a transitional policy period not exceeding 5 years [2] - The 2026 National Housing and Urban-Rural Development Work Conference identified "high-quality urban renewal" as a key annual focus, emphasizing the implementation of various livelihood, development, and safety projects [2] - A sustainable model for urban renewal is proposed, involving government guidance, market operations, and public participation, with an emphasis on community engagement and the revitalization of idle assets [2] - The Guangzhou Housing and Urban-Rural Development Bureau plans to promote real estate market stability through strategies focused on "controlling growth, reducing inventory, and optimizing supply" [3] - In 2026, Guangzhou aims to complete fixed asset investments of 120 billion yuan in urban village renovations, with a focus on 52 new model projects to ensure the availability of resettlement housing [3] - The Beijing Planning and Natural Resources Committee has set a land supply plan for 2026, aiming for 65% of land supply to come from existing construction, with a specific focus on urban renewal [3] Additional Important Content - The records highlight the importance of legislative efforts for updating old housing and urban areas, including dilapidated buildings and historical districts, to enhance urban quality [3] - The emphasis on community involvement and the establishment of a legal framework for urban renewal indicates a shift towards more participatory governance in urban development [2][3]

Group 1 - The company has nominated Ms. Qiu Wenli as a non-independent director for the eighth board, pending approval at the upcoming shareholders' meeting [1][3] - The board meeting on January 20, 2026, approved the nomination and will submit it for shareholder approval [1][11] - After the approval, the board will consist of nine members, with the number of executive directors and employee representatives not exceeding half of the total board members [1] Group 2 - The company has decided to dismiss its accounting firm, Zhongxing Caiguanghua, due to an ongoing investigation by the China Securities Regulatory Commission [4][6] - The firm has been providing audit services since 2011 and issued an unqualified audit report for the 2024 financial year [7][8] - The dismissal requires approval from the shareholders' meeting scheduled for February 5, 2026, and the company is in the process of selecting a new auditing firm [12][11] Group 3 - The first temporary shareholders' meeting of 2026 is scheduled for February 5, 2026, with both on-site and online voting options available [14][18] - The meeting will discuss the approval of the nomination of Ms. Qiu Wenli and the dismissal of the accounting firm [35][34] - Shareholders must register for the meeting by January 29, 2026, and can delegate their voting rights to a proxy [23][25]

Core Viewpoint - The photovoltaic and real estate industries are experiencing significant losses, with the real estate sector facing even more severe challenges as many companies, including state-owned enterprises, are projected to report substantial losses in 2025 [1][5]. Summary by Sections Photovoltaic Industry Losses - Tongwei Co. is expected to report a loss of 9 to 10 billion yuan, TCL Zhonghuan is projected to lose 9.2 to 9.6 billion yuan, LONGi Green Energy is expected to lose 6 to 6.5 billion yuan, and JA Solar is projected to lose 4.5 to 4.8 billion yuan in 2025 [1]. Real Estate Industry Losses - As of January 19, 2026, 22 A-share listed real estate companies have released their 2025 performance forecasts, with only Poly Development expected to be profitable, while the other 21 companies are projected to incur losses [1][3]. - Poly Development anticipates a net profit of 1.026 billion yuan in 2025, a significant decrease of 79.49% compared to 2024, despite a slight revenue decline of 1.09% [4]. Major Losses Among Real Estate Companies - China Fortune Land Development and Greenland Holdings are expected to report losses exceeding 10 billion yuan, with China Fortune Land Development projected to lose between 16 to 24 billion yuan and Greenland Holdings expected to lose between 16 to 19 billion yuan [6][7]. - Other companies such as Beichen Industrial, Guangming Real Estate, and Jingtou Development are also expected to report losses exceeding 1 billion yuan [7]. Shift from Profit to Loss - Companies like Huafa Holdings and Tibet Urban Investment, which were profitable in 2024, are projected to report losses in 2025, marking a significant shift in their financial performance [8]. - The overall trend indicates that many companies are facing unprecedented challenges, with some experiencing their first losses in decades [1][8]. Market Conditions and Profitability - The decline in profitability across the real estate sector is attributed to a prolonged downturn in housing prices, leading to asset impairment and reduced profit margins [15][16]. - The average gross margin for major real estate companies has decreased significantly, with some companies reporting net profit margins as low as 2.27% [16]. Broader Implications - The losses are not confined to private enterprises; state-owned and central enterprises are also affected, indicating a systemic issue within the real estate market [17]. - The perception of the real estate industry as a high-profit sector is changing, as many companies are now struggling to maintain profitability amid challenging market conditions [16][17].

证券代码：600340 证券简称：华夏幸福 公告编号：2026-012 华夏幸福基业股份有限公司 关于公司解聘2025年度会计师事务所的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性及完整性承担法律责任。 重要内容提示： 原聘任的会计师事务所：中兴财光华会计师事务所（特殊普通合伙）（以 下简称"中兴财光华"）。 解聘会计师事务所的原因：鉴于华夏幸福基业股份有限公司（以下简称 "公司"）原聘任的会计师事务所中兴财光华因个别审计业务已被中国证券监督 管理委员会立案调查，为保障公司2025年度审计工作顺利开展，经过综合评估和 审慎研究，公司拟解聘中兴财光华作为公司2025年度财务报告审计及内部控制审 计机构。公司已就解聘会计师事务所事项与中兴财光华进行了充分沟通，中兴财 光华明确知悉本事项并确认无异议。 一、拟变更会计师事务所的情况说明 （一）原聘任会计师事务所情况及上年度审计意见 （三）生效日期 （三）公司与原聘任会计师事务所的沟通情况 公司已就解聘会计师事务所事宜与中兴财光华进行了沟通，中兴财光华明确 知悉本事项并确认无异议。 1 二、解聘会计 ...

证券代码：600340 证券简称：华夏幸福 公告编号：2026-011 华夏幸福基业股份有限公司关于 补选仇文丽女士为第八届董事会非独立董事的公告 1 附件：仇文丽女士的简历 仇文丽女士，1970 年出生，中欧国际工商学院工商管理硕士学位。历任平 安资产管理有限责任公司财务企划部和风险管理部总经理、董事总经理、平安创 赢资本管理有限公司总经理，现任平安创赢资本管理有限公司副董事长，兼任宝 湾物流控股有限公司董事、北控中科成环保集团有限公司董事、招商局港通发展 （深圳）有限公司董事及中保融信私募基金有限公司董事。 截至本公告披露日，仇文丽女士未直接持有上市公司股份，现任平安创赢资 本管理有限公司副董事长，除此之外，与公司控股股东、实际控制人、持有公司 5％以上股份的股东及公司其他董事、高级管理人员不存在关联关系；其任职资 格符合《中华人民共和国公司法》《上海证券交易所上市公司自律监管指引第 1 号—规范运作》及《华夏幸福基业股份有限公司章程》的相关规定；不存在《中 华人民共和国公司法》《上海证券交易所上市公司自律监管指引第 1 号—规范运 作》及《华夏幸福基业股份有限公司章程》中规定的不得担任董事的情形。 本公 ...

证券代码：600340 证券简称：华夏幸福 公告编号：2026-013 华夏幸福基业股份有限公司 关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、 召开会议的基本情况 (一) 股东会类型和届次 2026年第一次临时股东会 (二) 股东会召集人：董事会 (三) 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结 合的方式 (四) 现场会议召开的日期、时间和地点 召开的日期时间：2026 年 2 月 5 日 15 点 00 分 召开地点：河北省廊坊市固安科创中心二层会议室 8 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 2 月 5 日 至2026 年 2 月 5 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过 互联网投票平台的投票时间为股东会召开当日的 ...