证券日报网讯1月29日，宁波韵升（600366）在互动平台回答投资者提问时表示，公司2025年年度业绩 预告已经披露。 ...

Earnings Forecasts - Shengyi Electronics expects a net profit of 1.431 billion to 1.513 billion yuan in 2025, an increase of 331.03% to 355.88% year-on-year [1] - Tigermed anticipates a net profit of 830 million to 1.23 billion yuan in 2025, representing a growth of 105% to 204% year-on-year [2] - Shunbo Alloy forecasts a net profit of 210 million to 270 million yuan in 2025, with an increase of 222.96% to 315.23% year-on-year [3] - Jinkong Electric expects a net profit of 155 million to 195 million yuan in 2025, reflecting a growth of 383.21% to 507.9% year-on-year [9] - Baiao Saitu anticipates a net profit of 162 million to 182 million yuan in 2025, with a year-on-year increase of 384.26% to 443.88% [18] - Panjiang Co. expects a net profit of 318 million to 380 million yuan in 2025, representing a growth of 205.30% to 264.83% year-on-year [38] Loss Forecasts - Liaoning Energy predicts a net loss of 273 million to 410 million yuan in 2025, compared to a profit of 202 million yuan in the previous year [5] - Anbotong anticipates a net loss of 114 million to 165 million yuan in 2025, with a revenue decrease of 19.65% to 27.25% [7] - Wantai Bio forecasts a net loss of 330 million to 410 million yuan in 2025, compared to a profit of 106 million yuan in the previous year [12] - Xingyun Co. expects a net loss of 155 million to 230 million yuan in 2025, compared to a loss of 82.44 million yuan in the previous year [20] - Huaxing Co. anticipates a net loss of 800 million to 1.2 billion yuan in 2025, with a reduction in loss compared to 1.67 billion yuan in the previous year [46] New Product Approvals - Hengrui Medicine received acceptance for a new indication application for its innovative drug, combining Carrelizumab and Apatinib for treating unresectable liver cancer [4] - Tianen Kang's subsidiary received a drug registration acceptance notice for Lidocaine and Prilocaine aerosol [31] - Lisheng Pharmaceutical announced that its Aminophylline tablets passed the consistency evaluation for generic drugs [40] Share Buyback Plans - Hengyuan Coal Power plans to repurchase shares with a total amount not less than 200 million yuan and not exceeding 250 million yuan [13] Contract Wins - China Communication Signal Co. won contracts totaling approximately 5.26 billion yuan for 21 important projects in the railway and urban rail transit markets [37]

Core Viewpoint - The metal new materials sector experienced a slight increase of 0.42% on January 29, with notable gains from specific companies, while the overall market showed mixed results with the Shanghai Composite Index rising by 0.16% and the Shenzhen Component Index declining by 0.3% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4157.98, up 0.16% [1] - The Shenzhen Component Index closed at 14300.08, down 0.3% [1] - The metal new materials sector saw a net inflow of 6.09 billion yuan from institutional investors, while retail investors experienced a net outflow of 7.45 billion yuan [2][3] Group 2: Individual Stock Performance - Ni'an New Materials (688786) led the sector with a closing price of 33.19, up 6.17% with a trading volume of 61,700 shares and a transaction value of 201 million yuan [1] - Jinli Permanent Magnet (300748) followed with a closing price of 41.16, up 5.67%, with a trading volume of 1.5032 million shares and a transaction value of 6.13 billion yuan [1] - Galaxy Magnetic Materials (300127) closed at 38.39, up 4.66%, with a trading volume of 421,800 shares and a transaction value of 1.602 billion yuan [1] Group 3: Fund Flow Analysis - Jinli Permanent Magnet (300748) had a net inflow of 4.20 billion yuan from institutional investors, while retail investors saw a net outflow of 3.12 billion yuan [3] - Ningbo Yunsheng (600366) recorded a net inflow of 2.07 billion yuan from institutional investors, with a net outflow of 2.53 billion yuan from retail investors [3] - The overall fund flow indicates a strong preference for institutional investment in the metal new materials sector despite retail investor withdrawals [2][3]

Core Viewpoint - Ningbo Yunsheng (600366.SH) expects to achieve a net profit attributable to shareholders of the listed company between 280 million and 380 million yuan for the year 2025, representing a growth of 194.49% to 299.67% compared to the same period last year [1] Financial Performance - The projected net profit for 2025 is estimated to be between 280 million and 380 million yuan [1] - This represents a significant increase of 194.49% to 299.67% year-on-year [1]

Group 1 - The company, Ningbo Yunsheng (600366.SH), reported that its overseas sales revenue includes income from sales to EU member countries [1] - The company's sales model primarily relies on direct sales, including sales through subsidiaries [1]

Core Viewpoint - Ningbo Yunsheng (600366.SH) expects a significant increase in net profit for the year 2025, projecting a range of 28 million to 38 million yuan, which represents a year-on-year increase of 194.49% to 299.67% [1] Financial Projections - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to be between 26 million and 36 million yuan, reflecting a year-on-year growth of 165.79% to 268.01% [1] Business Strategy - The primary reason for the expected profit increase is the company's customer-centric approach, focusing on deepening its presence in the new energy vehicle, consumer electronics, industrial, and other application sectors, while seizing new project opportunities and optimizing its business structure [1] - The company is also committed to enhancing refined management practices, which has led to a net profit growth rate that outpaces revenue growth [1]

证券代码：600366 证券简称：宁波韵升 编号：2026-005 重要内容提示： 业绩预告的具体适用情形：实现盈利，且净利润与上年同期相比上升 50%以 上的情形。 （二）业绩预告情况 宁波韵升股份有限公司（以下简称"公司"）预计 2025 年年度实现归属于上 市公司股东的净利润为 28,000 万元到 38,000 万元,与上年同期相比增长 194.49%到 299.67%。 公司预计 2025 年年度实现归属于上市公司股东的扣除非经常性损益的净利 润为 26,000 万元到 36,000 万元,与上年同期相比增长 165.79%到 268.01%。 一、本期业绩预告情况 宁波韵升股份有限公司 2025年年度业绩预增公告 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个别及连带责任。 （一）业绩预告时间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 经财务部门初步测算，预计 2025 年年度实现归属于上市公司股东的净利润为 28,000 万元到 38,000 万元,与上年同期（法定披露数据）相比，将增加 18, ...

宁波韵升(600366.SH)公告称，宁波韵升预计2025年归属于上市公司股东的净利润为2.80亿元至3.80亿 元，同比增长194.49%至299.67%。业绩增长主要系公司深耕新能源汽车、消费电子、工业等领域，抢 抓新项目机遇，优化业务结构，并深化精细化管理，推动净利润增速高于营收增速。 ...

证券之星消息，1月28日金属新材料板块较上一交易日上涨1.25%，银河磁体领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。金属新材料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300127 | 银河磁体 | 36.68 | 7.88% | 30.75万 | | 10.89亿 | | 301141 | 中科磁业 | 64.62 | 6.88% | 11.74万 | | 7.42亿 | | 688077 | 大地熊 | 35.51 | 5.62% | 9.11万 | | 3.16亿 | | 300835 | 龙磁科技 | 75.96 | 5.40% | 6.83万 | | 5.06亿 | | 603072 | 天和磁材 | 45.99 | 4.88% | 13.91万 | | 6.24亿 | | 600255 | 整科材料 | 4.32 | 4.10% | 238.08万 | | 10.23亿 | | ...

Investment Rating - The industry rating is "Recommended" [3] Core Views - Short-term raw material supply tightness is expected to support nickel prices, with LME nickel spot price reaching $18,630 per ton, up 5.70% from January 16 [1] - The cobalt market is anticipated to see continued price increases due to structural supply tightness, with electrolytic cobalt priced at 438,000 yuan per ton, down 3.74% from January 16 [2][5] - Domestic antimony supply remains tight, providing price support, with antimony ingot prices at 160,500 yuan per ton [6] - Lithium carbonate prices are expected to continue rising, with a market average of 171,100 yuan per ton, up 8.36% from January 16 [8][19] - Supply uncertainties in the rare earth market are expected to support prices, with significant global supply concentration in China [10][20] - Tin prices are supported by overseas supply uncertainties, with LME tin prices at $54,200 per ton, up 9.66% from January 16 [11][21] - Tungsten market supply-demand imbalance is notable, with white tungsten concentrate prices at 535,500 yuan per ton, up 5.93% from January 16 [13][22] - Uranium supply tightness is expected to persist, with global uranium prices at $63.51 per pound [14][15] Summary by Sections Nickel and Cobalt Industry Update - Nickel prices are supported by supply constraints, with Indonesia's nickel mining production quota expected to be reduced to 250-260 million tons [1][16] - Cobalt supply is projected to tighten further, with Congo's export quotas confirmed to extend into 2026 [2][17] Antimony Industry Update - Antimony supply remains tight, with domestic prices expected to rise due to export restrictions and seasonal supply issues [6][18] Lithium Industry Update - Lithium carbonate prices are expected to remain strong due to demand support and supply uncertainties, particularly regarding the recovery of key lithium mines [8][19] Rare Earth Industry Update - The rare earth market is facing supply tightening due to export bans and geopolitical factors, with China maintaining a dominant position [10][20] Tin Industry Update - Tin prices are supported by uncertainties in overseas supply, particularly from Myanmar and Congo [11][21] Tungsten Industry Update - The tungsten market is experiencing a supply-demand imbalance, with prices expected to rise due to limited new supply [13][22] Uranium Industry Update - Uranium prices are supported by ongoing supply tightness and geopolitical factors affecting production [14][15]