Core Viewpoint - The company, Hangzhou Jinghua Microelectronics Co., Ltd., has released its preliminary performance forecast for the year 2025, indicating a significant increase in revenue but a larger net loss compared to the previous year [2][4]. Performance Forecast - The company expects to achieve an operating income of between 170 million and 180 million yuan in 2025, representing a year-on-year growth of 26.07% to 33.49% [2]. - The projected net loss attributable to the parent company is estimated to be between 55 million and 30 million yuan, which is an increase in loss of 19.73 million to 44.73 million yuan compared to the previous year, reflecting a year-on-year increase in loss of 192.11% to 435.54% [2]. - The net profit attributable to the parent company, after deducting non-recurring gains and losses, is expected to be between 98 million and 70 million yuan, indicating an increase in loss of 42.24 million to 70.24 million yuan compared to the previous year, with a year-on-year increase in loss of 152.15% to 253.02% [2]. Previous Year Performance - In 2024, the company reported an operating income of 134.85 million yuan, with a total profit of -10.27 million yuan and a net profit attributable to the parent company of -10.27 million yuan [4]. Reasons for Performance Changes - The company acquired 100% of Shenzhen Jinghua Zhixin Microelectronics Co., Ltd. for 200 million yuan in December 2024, with part of the payment contingent on performance targets [5]. - Due to market changes, intensified competition, and delays in new product launches, the operational performance of Jinghua Zhixin fell short of expectations, leading to indications of goodwill impairment and the need to recognize some impairment losses [5]. - Despite short-term challenges, the acquisition has effectively expanded the company's business scale and opened new market areas [6]. Strategic Adjustments - The company is focusing on resource integration, promoting new products, and enhancing cost control to improve operational efficiency and profitability [7]. - The company has increased its product layout efforts, with R&D expenses expected to reach approximately 97 million yuan in 2025, a year-on-year increase of about 33% [7].

Core Viewpoint - As of January 20, a total of 10 ST stocks have announced their annual performance forecasts, with 1 company expecting profit, 4 companies expecting losses, and 3 companies expecting reduced losses [1] Group 1: Performance Forecasts - The company with the highest expected loss is ST Changyuan, forecasting a minimum loss of 1.08 billion yuan, followed by ST Huayang and *ST Zhanggu, with expected losses of 590 million yuan and 450 million yuan respectively [1] - The performance forecast details show that *ST Hua is expecting a profit increase with a projected net profit range of 145 million to 175 million yuan, while ST Yuanzhijia is also expecting a profit increase with a range of 90 million to 110 million yuan [1] - *ST Tianze is forecasting a profit with an expected net profit range of 27 million to 30 million yuan [1] Group 2: Loss Reduction - ST Ningke is expecting a reduced loss of between 75 million and 100 million yuan, while *ST Huawang is forecasting a reduced loss of between 180 million and 240 million yuan [1] - *ST Zhanggu is also expecting a reduced loss, with a forecasted range of 450 million to 550 million yuan [1] Group 3: Industry Performance - The industries represented include electronics, machinery, media, basic chemicals, construction decoration, and social services, with varying performance trends across these sectors [1] - The highest increase in stock price this year is seen in ST Changyuan, with a rise of 24.93%, while *ST Yanshi and *ST Wanfang have experienced declines of 14.48% and 16.45% respectively [1]

Group 1 - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between 213 million to 255 million yuan, representing an increase of 90.83 million to 132.83 million yuan compared to the previous year, which is a year-on-year increase of 74.35% to 108.73% [2] - The net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is expected to be between 183 million to 220 million yuan, an increase of 95.38 million to 132.38 million yuan compared to the previous year, reflecting a year-on-year increase of 108.86% to 151.09% [2] - The previous year's operating income was 603.89 million yuan, with a total profit of 136 million yuan and a net profit attributable to shareholders of the parent company of 122.17 million yuan [4] Group 2 - The increase in sales revenue is attributed to the rising demand from downstream customers in the special integrated circuit industry, influenced by the domestic special industry cycle [6] - The company has undertaken multiple national key scientific research projects in 2025, providing sufficient funding for technological innovation and ensuring R&D investment while reducing the expenditure of self-funded R&D costs [6] Group 3 - The company has appointed a new quality control reviewer for its auditing project due to the adjustment of the previous reviewer, ensuring that the change will not adversely affect the 2025 audit work [11][15] - The new quality control reviewer, Han Shimin, has relevant qualifications and a clean professional record, ensuring compliance with independence requirements [12][13][14]

Core Viewpoint - Chengdu Huawi Electronics expects a significant increase in net profit for the year 2025, driven by rising demand from downstream customers in specialized industries and the undertaking of key national research projects [1] Financial Performance - The projected net profit attributable to the parent company for 2025 is estimated to be between 213 million to 255 million yuan, representing a year-on-year increase of 74.35% to 108.73% [1] - The expected non-recurring net profit is forecasted to be between 183 million to 220 million yuan, indicating a year-on-year growth of 108.86% to 151.09% [1] - In the previous year, the company reported revenue of 604 million yuan and a net profit of 122 million yuan [1] Factors Influencing Growth - The anticipated growth in performance is attributed to increased sales revenue due to heightened product demand from specialized industry customers [1] - The company is set to undertake key national scientific research projects in 2025, which will ensure research and development investment while reducing reliance on self-funded expenditures [1]

Core Viewpoint - Jilin Huamei Electronics Co., Ltd. (*ST Huamei) forecasts a significant increase in its financial performance for the year 2025, with expected profits and revenues showing substantial growth compared to the previous year [2][3] Financial Performance Summary - The company anticipates a total profit of between 166 million to 199 million yuan for 2025, with net profit attributable to shareholders expected to be between 145 million to 175 million yuan [2] - The projected operating revenue for 2025 is between 2.21 billion to 2.3 billion yuan, with core operating revenue (excluding unrelated business income) expected to be between 2.19 billion to 2.28 billion yuan [2] - By the end of 2025, the net assets attributable to shareholders are expected to be between 3.43 billion to 3.55 billion yuan [2] - In comparison, the company reported a total profit of 139.46 million yuan and a net profit of 127.73 million yuan for 2024, indicating a positive growth trajectory for 2025 [2] Operational Improvements - The company attributes its performance increase to enhanced operational management efficiency, improved customer communication, and service responsiveness, which have collectively boosted customer satisfaction and overall competitiveness [3] - These improvements have led to an increase in sales orders and revenue, contributing to the rise in net profit compared to the previous year [3]

Group 1 - The company plans to use up to RMB 300,000,000 of its idle funds for entrusted wealth management investments in 2026, focusing on low-risk short-term bank financial products [2][4][8] - The investment aims to improve fund utilization efficiency, reduce financial costs, and increase cash asset returns while ensuring normal operations and risk control [4][11] - The entrusted wealth management products will not include investments in stocks, derivatives, or securities-related products [6][10] Group 2 - The board of directors approved the wealth management plan during the 17th meeting of the 9th board on January 16, 2026, with unanimous support [9][29] - The company will disclose the performance and related gains of the entrusted wealth management products in periodic reports as per regulatory requirements [10][11] - The investment is not intended for long-term purposes but rather to manage short-term idle funds, ensuring it does not affect the company's normal cash flow and operations [11][24] Group 3 - The company has established a fair pricing policy for related party transactions, ensuring no harm to the interests of minority shareholders [15][22] - The expected related party transactions for 2026 are designed to meet the company's operational needs and are priced at market levels [24][22] - The company holds a 26% stake in Shenzhen Jihua Microelectronics Co., Ltd., which is considered a related party due to shared management [20][18] Group 4 - The company forecasts a profit of RMB 166 million to RMB 199 million for the fiscal year 2025, with net profit expected to be between RMB 145 million and RMB 175 million [54][55] - The anticipated revenue for 2025 is projected to be between RMB 2.21 billion and RMB 2.30 billion, with adjustments for non-core business income [55][56] - The increase in expected profits is attributed to improved operational efficiency and enhanced customer satisfaction, leading to increased sales orders [64]

Core Viewpoint - The company *ST Huamei (600360.SH)* projects a profit total for 2025 ranging from 166 million to 199 million yuan, indicating a positive outlook for future earnings [1] Financial Projections - The expected net profit attributable to shareholders for 2025 is estimated to be between 145 million and 175 million yuan [1] - The projected net profit after deducting non-recurring gains and losses is forecasted to be between 131.16 million and 161.16 million yuan [1] - The anticipated operating revenue for 2025 is estimated to be between 2.21 billion and 2.3 billion yuan [1] - After excluding revenue unrelated to the main business and income lacking commercial substance, the operating revenue is expected to be between 2.19 billion and 2.28 billion yuan [1]

吉林华微电子股份有限公司 关于 2026 年度委托理财计划的公告 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、准确性和完整性承担法律责任。 重要内容提示： 基本情况 | 投资金额 | 不超过人民币 300,000,000.00 元自有闲置资金，在该额度及 | | --- | --- | | | 投资期限内公司可循环进行投资，滚动使用。 | | 投资种类 | 固定收益类或低风险类的短期理财产品 | | 资金来源 | 自有资金 | 已履行及拟履行的审议程序 公司于 2026 年 1 月 16 日召开的第九届董事会第十七次会议审议通过了《关 于 2026 年度委托理财计划的议案》，同意公司在不影响正常经营及风险可控的前 提下，使用不超过人民币 300,000,000.00 元自有闲置资金开展委托理财投资业 务，在上述额度内资金可循环进行投资，滚动使用，期限为 2026 年度内。本次 额度生效后，2024 年年度股东大会审议通过的使用自有闲置募集资金进行理财 的额度相应失效。 特别风险提示 公司拟购买的理财产品为风险可控的现金管理产品，但不排除因市场风险、 政 ...

证券代码：600360 证券简称：*ST 华微 公告编号：2026-005 吉林华微电子股份有限公司 关于 2026 年度关联交易预计的公告 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、准确性和完整性承担法律责任。 重要内容提示： ● 是否提交股东会审议：否 ● 公司与关联方遵循公平、公允的市场原则和交易条件，不存在损害公司和全 体股东特别是中小股东利益的情况。本次关联交易事项不会对公司的独立性产生影 响，公司主营业务不会因此类交易而对关联方形成依赖。 （二）2025 年度关联交易的预计和执行情况 一、日常关联交易基本情况 （一）关联交易履行的审议程序 吉林华微电子股份有限公司（以下简称公司）2026年第一次独立董事专门会议 审议了《关于2026年度关联交易预计的议案》，经表决，该议案获得与会独立董事 全票通过，同意将其提交公司董事会审议。 经公司第九届董事会第十七次会议审议，通过了《关于2026年度关联交易预计 的议案》，非关联董事以"同意7票，反对0票，弃权0票"的表决结果全票通过该议 案。 1 / 4 单位：元 币种：人民币 关联交易 类别 关联 ...

证券代码：600360 证券简称：*ST 华微 公告编号：2026-006 吉林华微电子股份有限公司 关于召开2026年第二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年第二次临时股东会 召开的日期时间：2026 年 2 月 2 日 14 点 00 分 召开地点：吉林省吉林市高新区深圳街 99 号公司会议室 (五) 网络投票的系统、起止日期和投票时间。 1 / 6 股东会召开日期：2026年2月2日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 (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 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 2 日 至2026 年 2 月 2 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 ...