Group 1 - Ningbo Fubon experienced a stock price increase of 5.25%, reaching 17.63 CNY per share, with a trading volume of 1.23 billion CNY and a turnover rate of 5.45%, resulting in a total market capitalization of 2.358 billion CNY [1] - Ningbo Fubon Precision Industry Group Co., Ltd. is located in Ningbo, Zhejiang Province, and was established on December 20, 1981. It was listed on November 11, 1996. The company's main business includes the production, processing, and sales of aluminum profiles, as well as warehousing and trading services for aluminum casting rods. The revenue composition is 99.87% from product sales and 0.13% from operating leases [1] Group 2 - Morgan Fund has one fund heavily invested in Ningbo Fubon. The Morgan Dynamic Multi-Factor Mixed A Fund (001219) reduced its holdings by 18,100 shares in the fourth quarter, now holding 60,800 shares, which represents 0.95% of the fund's net value, ranking as the sixth-largest holding. The estimated floating profit today is approximately 53,500 CNY [2] - The Morgan Dynamic Multi-Factor Mixed A Fund (001219) was established on June 2, 2015, with a current scale of 88.8959 million CNY. Year-to-date returns are 11.66%, ranking 1792 out of 8866 in its category; the one-year return is 43.89%, ranking 2924 out of 8126; and since inception, the return is 33.53% [2] Group 3 - The fund manager of Morgan Dynamic Multi-Factor Mixed A Fund (001219) is Hu Di, who has been in the position for 5 years and 24 days. The total asset scale under management is 24.884 billion CNY, with the best fund return during the tenure being 69.06% and the worst being -33.06% [3]

从行业方面看，部分高景气赛道亦有强业绩支撑，来自电子行业的共有31家，占比居首。此外，来自医 药生物的有29家、机械设备的有27家、电力设备的有24家、基础化工的有23家。 公开资料显示，宁波富邦主要从事有色金属材料的加工及销售业务，业务板块涵盖电接触产品生产、铝 型材加工及铝铸棒等产品的贸易业务，具备年产30亿粒电触点及5亿粒电接触元件的产能，产品广泛应 用于家用电器、工业控制、汽车、光伏、5G等领域。 同样受有色金属涨价影响，预计2025年度业绩大幅增长的还有怡球资源(601388.SH)。该公司1月27日盘 后发布业绩预告称，预计2025年年度实现归属于母公司所有者的净利润13354.95万元到19854.95万元， 同比增加620%到970%。由于美国关税原因导致美国当地原料供给的增加，降低了美国公司的原料成 本，同时还给铝锭业务增加了更多的原料选择机会，另外美元降息导致全球大宗商品价格高涨，导致公 司产品销售价格上涨，最终导致公司业绩同比大幅上涨。 整体看，A股已发布业绩预告的公司中，2025年度净利同比预增超100%有253家，其中有123家扭亏、 130家预增。 1月28日，21快讯记者注意到， ...

Core Viewpoint - Several A-share companies have reported optimistic earnings forecasts for 2025, driven by factors such as rising prices in the non-ferrous metals sector, with notable increases in net profits for companies like Ningbo Fubang and Yiqiu Resources [1][3]. Group 1: Company Earnings Forecasts - Ningbo Fubang (600768.SH) expects a net profit increase of 3099.59% to between 50 million and 70 million yuan, attributed to rising silver prices and a significant gain from the sale of a stake in Ningbo Zhonghua Paper Industry [2][3]. - Yiqiu Resources (601388.SH) anticipates a net profit increase of 620% to 970%, driven by lower raw material costs due to U.S. tariffs and rising global commodity prices [3]. - A total of 253 A-share companies have projected a net profit increase of over 100% for 2025, with 123 companies turning losses into profits and 130 companies forecasting profit growth [3]. Group 2: Industry Insights - The electronics sector leads with 31 companies forecasting strong earnings, followed by 29 in the pharmaceutical and biotechnology sector, 27 in machinery, 24 in electrical equipment, and 23 in basic chemicals [4]. - The non-ferrous metals sector has 15 companies expecting their net profits to double in 2025, with notable mentions including Zhaojin Gold and Ganfeng Lithium [4].

| A股上市公司2025年度业绩预喜榜 | | | | | | | --- | --- | --- | --- | --- | --- | | 预告净利润 | 证券代码 证券名称 | 变动幅度下限 | 预告类型 | 滚动市盈率 | 所属行业 | | (倍) | | (%) | | | (申万一级) | | 160.93 | 600768.SH 宁波富邦 | 3099.59 | 预增 | | 有色金属 | | 600867.SH | 通化东宝 | 3007.39 | 扭亏 | 14.52 | 医药生物 | | 30.90 | 920768.BJ 拾比值 | 1460.54 | 扭亏 | | 家用电器 | | 回盛生物 | 300871.SZ | 1265.93 | 扭亏 | 28.08 | 农林牧渔 | | 1130.00 | 002553.SZ 南方精工 | | 预增 | 29.41 | 汽车 | | 300850.SZ | 新强联 | 1093.07 | 预增 | 26.07 | 电力设备 | | 603629.SH | 利通电子 | 996.83 | 预增 | 48.39 | 电子 | | 932.00 ...

1月28日，宁波富邦精业集团股份有限公司（以下简称"宁波富邦"）发布2025年度业绩预增公告，公司 预计全年实现归属于母公司所有者的净利润为5000万元至7000万元，同比增长3099.59%至4379.43%； 实现归属于母公司所有者的扣除非经常性损益后的净利润为500万元到1100万元。 作为宁波富邦核心业务板块，电接触产品业务在2025年展现出良好的盈利增长态势。公告显示，报告期 内，公司持续聚焦主业深耕经营，受白银价格上涨等因素影响，电接触产品业务的营业收入与盈利能力 均实现较快提升。银及银合金是电接触产品的核心原材料，在白银价格上行周期，产品存货销售环节的 增值效应，成为该业务盈利提升的重要支撑。 宁波富邦于1月21日发布公告称已完成工商变更登记交易，此后公司不再持有中华纸业股权，该项操作 也是公司优化资产结构、聚焦核心主业发展的重要举措。 "公司扣非后净利润的表现揭示了其核心经营层面虽有改善但基础尚薄的现实。这种巨大的剪刀差恰恰 印证了公司剥离非核心纸业股权、聚焦电接触主业战略调整的必要性与迫切性。"中关村物联网产业联 盟副秘书长袁帅在接受《证券日报》记者采访时表示，此次纸业资产剥离，不仅通过当期 ...

重要的消息有哪些 1．国务院总理李强日前签署国务院令，公布修订后的《中华人民共和国药品管理法实施条例》，自2026年5月15日起施行。 2．英国首相斯塔默将于1月28日至31日对中国进行正式访问，这将是英国首相时隔8年首次访华。商务部新闻发言人27日就中英经贸合作情况答记者问时 表示，访问期间，商务部拟与英方签署贸易投资合作方面成果文件，力争打造中英经贸合作的新增长点。 3．近日，中国人民银行召开2026年反洗钱工作会议。会议要求，2026年要充分认识反洗钱工作面临的新形势新要求，认真做好当前和今后一段时期反洗 钱重点工作。一是持续推进反洗钱条线从严治党，坚持以高水平党建引领业务工作。二是全力做好第五轮反洗钱国际评估工作，推进我国反洗钱工作高质 量发展。三是有序推动新修订的《中华人民共和国反洗钱法》和相关制度落地实施，进一步发挥反洗钱工作部际联席会议机制作用。四是切实提高金融机 构和特定非金融机构反洗钱监管能力，不断提升受益所有人信息管理工作质量。五是建立打击治理洗钱违法犯罪常态化工作机制，进一步提升反洗钱监测 分析能力。 6．近期，印度暴发尼帕病毒病疫情引发关注。国家疾控局有关负责人表示，目前我国尚未发现尼 ...

Group 1 - Vanke A received a loan of up to 2.36 billion yuan from Shenzhen Metro Group [1] - Jiashitang announced a suspension of trading due to a planned change in control by shareholders [1] - Shunhao Co. stated that its core technology aligns well with global space computing trends [1] Group 2 - Ruishun Technology's high-speed robots have secured initial cooperation orders from several 3C companies [1] - Huanghe Xuanfeng plans to start mass production of heat sink plates in February [1] - Yingxin Development intends to acquire 60% of Guangdong Changxing Semiconductor for 520 million yuan, expecting significant revenue growth from storage chip business [1] Group 3 - Robotech signed a mass production order for wafer testing equipment and services worth 38.03 million yuan [1] - Pizaihuang's innovative drug PZH2113 capsule has completed the first subject enrollment in Phase I clinical trials, with no similar drugs approved domestically or internationally [1] - Nord shares are undergoing a technical upgrade for a production line to enable mass production of high-end lithium battery copper foil [1] Group 4 - Pizaihuang's controlling shareholder plans to increase its stake in the company by 300 million to 500 million yuan [1] - Huasheng Lithium intends to adjust its share repurchase price ceiling from 32 yuan to no more than 150 yuan per share [1] Group 5 - Shenzhen South Circuit expects a net profit increase of 68%-78% in 2025, driven by storage market demand [1] - Ganfeng Lithium anticipates a net profit of 1.1 billion to 1.65 billion yuan in 2025, reversing previous losses [1] - Muxi Co. forecasts a net loss of 650 million to 798 million yuan in 2025, with a narrowing loss [1] Group 6 - Ningbo Fubon expects a net profit increase of 3099.59%-4379.43% in 2025 [1] - Jinma Amusement anticipates a net profit increase of 811.17%-1069.56% in 2025 [1] - Yiqiu Resources projects a net profit increase of 620%-970% in 2025 [1] Group 7 - Zhenlei Technology expects a net profit increase of 530%-642% in 2025, focusing on satellite communication market opportunities [1] - Nanya New Materials anticipates a net profit increase of 337%-417% in 2025, driven by demand recovery in the copper-clad laminate industry [1] - Zhimingda forecasts a net profit increase of approximately 414% in 2025 [1] Group 8 - Shijia Photon expects a net profit increase of approximately 426% in 2025, with Q4 performance below expectations [1] - Huatuo Shanding anticipates a net profit increase of 428.38%-692.57% in 2025 [1] - Jianfeng Group expects a net profit increase of 325.97% in 2025 [1] - Yihua Co. forecasts a net profit increase of 150%-214% in 2025, driven by growth in the computing industry [1]

Key Highlights - Tianqi Co., Ltd. participated in financing for Galaxy General Robotics, acquiring up to 0.38% equity [1] - Hualan Vaccine has no vaccine products available for the prevention of Nipah virus [1] - Aisen Co., Ltd. plans to invest 2 billion yuan to build an integrated circuit materials manufacturing base in East China [1] - Beixin Road and Bridge won a contract for a project worth 1.221 billion yuan [1] - Yongding Co., Ltd. expects a net profit increase of 225.66% to 388.48% in 2025 [1] - Puxin Co., Ltd. intends to acquire a 5% stake in Liyuan Fluororesin for 240 million yuan [1] - Huatai Medical has repurchased 0.7202% of its shares [1] - Dayi Long plans to reduce its stake by no more than 3% [1] - Dongcai Technology's actual controller and vice chairman, Xiong Haitao, has been detained [1] - Yichang Technology's actual controller, Xiong Haitao, is under investigation and has been detained [1] Project Investments - Nord Co., Ltd. plans to invest 168 million yuan to upgrade production line equipment for Qinghai Electronics [1] - Aisen Co., Ltd. is set to invest 2 billion yuan in a manufacturing base for integrated circuit materials [1] Contract Awards - Jintanglang Co., Ltd. won a contract for the interior decoration and weak current intelligent engineering of a new hotel project [1] - Beixin Road and Bridge secured a contract worth 1.221 billion yuan [1] - Huakang Clean won a project worth 54.88 million yuan [1] Earnings Forecasts - New Meixing Co., Ltd. expects a net profit growth of 160.76% to 204.96% in 2025 [1] - Hongxin Electronics anticipates a net profit of 110 million to 150 million yuan in 2025, a year-on-year increase of 93.61% to 164.01% [1] - Yongding Co., Ltd. forecasts a net profit increase of 225.66% to 388.48% in 2025 [1] - Zhenlei Technology expects a net profit increase of 529.64% to 642.26% in 2025 [1] - Ningbo Fubang anticipates a net profit growth of 3099.59% to 4379.43% in 2025 [1] Share Acquisitions - Puxin Co., Ltd. plans to acquire a 5% stake in Liyuan Fluororesin for 240 million yuan [1] - Yingxin Development intends to acquire 60% equity in Changxing Semiconductor [1] Share Buybacks - Jingji Zhino has repurchased 5.438 million shares [2] - Huatai Medical has repurchased 0.7202% of its shares [2] Share Reductions - Baida Precision plans to reduce its stake by no more than 2% [2] - Dayi Long intends to reduce its stake by no more than 3% [2] - Zhishang Technology's Liu Dongsheng and Liu Dongli plan to reduce their stakes by no more than 3% [2] - Shichuang Securities' City Power plans to reduce its holdings by no more than 27.245 million A-shares [2] - Pianzaihuang's Jiulongjiang Group plans to increase its holdings by 300 million to 500 million yuan [2] Other News - Dongcai Technology's actual controller and vice chairman, Xiong Haitao, has been detained [2] - Jingpin Special Equipment has been banned from participating in procurement activities for military supplies for three years [2] - Yichang Technology's actual controller, Xiong Haitao, is under investigation and has been detained [2]

重要新闻提示 宁波富邦：预计2025年归母净利润同比增长3099.59%—4379.43% 中微半导：发布涨价通知函，决定对MCU、Norflash等产品进行价格调整，涨价幅度15%—50% 嘉事堂：股东正筹划公司控制权变更事项，今起停牌 今日提示 科创板新股恒运昌（688785）、北交所新股农大科技（920159）今日上市 鸣鸣很忙今日在港交所挂牌上市，成为港股"量贩零食第一股" 央行公开市场今日有3635亿元逆回购到期 财政部、央行：今日进行2026年中央国库现金管理商业银行定期存款（一期）招投标 国新办今日上午10时举行新闻发布会，国务院国资委副主任庞骁刚介绍2025年国资央企高质量发展情 况，并答记者问 财经新闻 1.国家统计局1月27日发布数据显示，2025年，全国规模以上工业企业实现利润总额73982亿元，比上年 增长0.6%。 2.中国人民银行1月27日消息，中国人民银行日前召开2026年反洗钱工作会议。会议要求，2026年要充 分认识反洗钱工作面临的新形势新要求，认真做好当前和今后一段时期反洗钱重点工作。 具体看，一是持续推进反洗钱条线从严治党，坚持以高水平党建引领业务工作。 二是全力做好第五 ...

Group 1 - Heng Rui Medicine's HRS-5346 tablets have been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration, with a total R&D investment of approximately 76.3 million yuan [30][30] - Yuguang Jin Lead announced a significant short-term stock price increase of 45.01% over five consecutive trading days, raising concerns about the uncertainty of future silver prices [31] - Dongcai Technology's actual controller and vice chairman has been detained and investigated, but the company states that this will not significantly impact its normal operations [32] Group 2 - Aisen Co. plans to invest 2 billion yuan to establish an integrated circuit materials manufacturing base in East China, with the first phase expected to be operational by 2028 [33] - Jingpin Special Equipment has been banned from participating in procurement activities for the armed police force for three years, which will have a limited impact on its overall revenue [34] - Nanhua Futures' overseas subsidiary has obtained membership approval for the Nodal Exchange, allowing it to trade and clear related products [35] Group 3 - Zhong Rare Earth expects a net profit of 100 million to 130 million yuan in 2025, reversing a loss of 299 million yuan in the previous year due to market recovery and operational improvements [38] - Deep South Circuit anticipates a net profit increase of 68% to 78% in 2025, driven by growth in AI computing power and storage market demand [39] - Hai Xin Energy Science and Technology expects a net loss of 450 million to 640 million yuan in 2025, although this is an improvement from a loss of 954 million yuan the previous year [40] Group 4 - Nanya New Materials forecasts a net profit increase of 337% to 417% in 2025, attributed to the recovery in the copper-clad laminate industry [41] - CanSino Biologics expects a net profit of 24.5 million to 29 million yuan in 2025, driven by the growth of its quadrivalent meningococcal vaccine [42] - Zhiguang Electric anticipates a net profit of 110 million to 160 million yuan in 2025, reversing a loss of 326 million yuan due to rapid growth in its energy storage business [43] Group 5 - Dongfang Securities expects a net profit increase of 67.8% in 2025, supported by growth in its core investment banking and wealth management businesses [44] - King Long Motors forecasts a net profit of approximately 463.26 million yuan in 2025, reflecting a 193.68% increase due to steady growth in overseas markets [45] - Zhenray Technology expects a net profit increase of 529.64% to 642.26% in 2025, driven by demand in special integrated circuits and satellite communication markets [46] Group 6 - Yongding Co. anticipates a net profit of 200 million to 300 million yuan in 2025, representing an increase of 225.66% to 388.48% due to investment income from its joint ventures [47] - Xiamen Tungsten's preliminary report indicates a net profit of 2.311 billion yuan in 2025, a 35.08% increase driven by rising prices of tungsten and rare earth materials [48] - Guodun Quantum expects to achieve a net profit of around 5 million yuan in 2025, reversing a loss from the previous year due to growth in the quantum computing sector [49] Group 7 - Shijia Photon anticipates a net profit of approximately 342 million yuan in 2025, reflecting a growth of around 426% due to increased orders in optical chips and cables [50] - Ningbo Fubang expects a net profit of 50 million to 70 million yuan in 2025, with a significant increase of 3099.59% to 4379.43% driven by rising silver prices and non-recurring gains [51] - Huasheng Lithium Battery plans to adjust its share repurchase price limit from 32 yuan to 150 yuan per share, reflecting confidence in its future development [52]