Market Performance - The automotive parts sector increased by 1.26% on January 21, with Weitang Industrial leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Top Gainers in Automotive Parts Sector - Weitang Industrial (300707) closed at 20.62, up 10.33% with a trading volume of 337,800 shares and a transaction value of 670 million [1] - Weidi Co., Ltd. (603023) closed at 6.11, up 10.09% with a trading volume of 676,500 shares and a transaction value of 409 million [1] - Langbo Technology (603655) closed at 45.28, up 10.01% with a trading volume of 47,600 shares and a transaction value of 209 million [1] - Weichai Heavy Machinery (000880) closed at 33.43, up 10.00% with a trading volume of 118,500 shares and a transaction value of 396 million [1] - New Coordinates (603040) closed at 105.38, up 10.00% with a trading volume of 36,300 shares and a transaction value of 371 million [1] Market Capital Flow - The automotive parts sector saw a net inflow of 173 million from institutional investors, while retail investors contributed a net inflow of 772 million [2] - The sector experienced a net outflow of 945 million from speculative funds [2] Individual Stock Capital Flow - Aotega (002239) had a net inflow of 267 million from institutional investors, while it faced a net outflow of 98.41 million from speculative funds [3] - Mould Technology (000700) saw a net inflow of 241 million from institutional investors, with a net outflow of 114 million from speculative funds [3] - Weichai Heavy Machinery (000880) had a net inflow of 189 million from institutional investors, but faced a significant net outflow of 930 million from speculative funds [3]

Group 1 - The demand for data center construction is rapidly increasing, while supply is constrained by energy and equipment bottlenecks, particularly in electricity [1] - In the U.S., data center electricity demand is expected to rise to 6.7%-12% of total electricity consumption by 2028, leading to an expanded power supply gap and increased electricity prices [1] - Major players in the gas turbine market, such as General Electric, Siemens Energy, and Mitsubishi Heavy Industries, hold 88% market share, but their existing capacity is limited, with orders extending beyond 2028 [1] Group 2 - The supply gap in the global market presents an opportunity for Chinese manufacturers to enter the global supply chain, particularly in the backup power segment where diesel generators play a crucial role [2] - The high-end diesel generator market in China is dominated by Cummins, MTU, and Caterpillar, which together hold approximately 85% market share [2] - The overseas manufacturers face capacity bottlenecks, creating clear opportunities for domestic manufacturers to replace imports and expand internationally [2] Group 3 - The diesel generator manufacturing sector is expected to benefit from increasing overseas demand and profit margins, with companies that have scalable production and overseas distribution channels poised for growth [3] - The demand for core components, such as engine blocks and intelligent control systems, will rise alongside the increase in complete machine orders, benefiting manufacturers with high precision and stable supply capabilities [3] - Companies specializing in overseas market channel development and localized after-sales services will find new growth opportunities as domestic diesel generators expand into international markets [3] Group 4 - The generator concept sector saw active performance in the stock market, with companies like Weichai Heavy Machinery and Power New Science reaching their daily limit, while New Diesel Co. rose over 7% and KOTAI Power increased by over 4% [5]

证券日报网讯 1月16日，动力新科在互动平台回答投资者提问时表示，公司2024年度营业收入为64.67亿 元，其中国外收入约15%，欧盟地区的销售收入占比低于1%。 （文章来源：证券日报） ...

（原标题：动力新科龙虎榜数据（1月16日）） 动力新科(600841)今日涨停，全天换手率1.27%，成交额8986.40万元。龙虎榜数据显示，营业部席位合 计净买入2198.30万元。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 资金流向方面，今日该股主力资金净流入5066.07万元，其中，特大单净流入4936.39万元，大单资金净 流入129.68万元。近5日主力资金净流入1879.10万元。 2025年10月30日公司发布的三季报数据显示，前三季度公司共实现营业收入41.71亿元，同比下降 20.34%，实现净利润-3.50亿元。 1月16日公司发布2025年业绩预告，预计实现净利润27.52亿元至28.52亿元，同比变动区间为 237.67%~242.67%。（数据宝） | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国投证券股份有限公司深圳红荔西路证券营业部 | 906.85 | | | 买二 | 华鑫证券有限责任公司成都交子大道证券营业部 | 887.81 ...

Core Viewpoint - Several companies are expected to turn losses into profits in 2025, driven by improved market conditions and strategic initiatives. Group 1: Companies Expected to Turn Profits - Dongli New Science forecasts a net profit of 2.752 billion to 2.852 billion yuan for 2025, recovering from a loss of 843 million to 643 million yuan in the previous year [2] - Tianji Co. anticipates a net profit of 70 million to 105 million yuan in 2025, compared to a loss of 1.361 billion yuan in the previous year [2] - Haowu Co. expects a net profit of 42 million to 54 million yuan for 2025, recovering from a loss of 20.057 million yuan [4] - Xue Rong Bio predicts a net profit of 29 million to 40 million yuan in 2025, recovering from a loss of 617 million yuan [4] - Beisi Mei forecasts a net profit of 23.68 million to 34.06 million yuan for 2025, compared to a loss of 32.8646 million yuan [5] Group 2: Significant Corporate Changes - Tian Sheng New Materials plans to change its controlling shareholder and actual controller, with shares being transferred at 6.39 yuan per share [6][7] - Zhizhi New Materials and *ST Chengchang have completed their verification work and will resume trading on January 16, 2026 [8] Group 3: Performance Forecasts - SAIC Group expects a net profit of 9 billion to 11 billion yuan for 2025, an increase of 7.3 billion to 9.3 billion yuan from the previous year, representing a growth of 438% to 558% [10] - Sanmei Co. anticipates a net profit of 1.9903846 billion to 2.1496154 billion yuan for 2025, an increase of 1.2118480 billion to 1.3710788 billion yuan, reflecting a growth of 155.66% to 176.11% [10] - Futek Technology expects a net profit of 210 million to 250 million yuan for 2025, a growth of 121.98% to 164.26% [11] - Zhenyu Technology forecasts a net profit of 500 million to 550 million yuan for 2025, an increase of 96.89% to 116.58% [11] - Jinwo Co. expects a net profit of 46 million to 52 million yuan for 2025, a growth of 76% to 98.96% [12]

Core Viewpoint - The company Shanghai New Power Automotive Technology Co., Ltd. (referred to as "New Power") is expected to turn a profit in 2025, with projected net profit ranging from 2.752 billion to 2.852 billion yuan [2]. Group 1 - The company's wholly-owned subsidiary, SAIC Hongyan Automobile Co., Ltd. (referred to as "SAIC Hongyan"), is set to have its restructuring plan approved by the court in December 2025, which will result in its financial statements no longer being included in New Power's consolidated financial statements [2]. - The one-time equity disposal gain from SAIC Hongyan's exclusion from the consolidated scope is estimated to be between 3.367 billion and 3.467 billion yuan, representing approximately 168% to 173% of the audited net profit attributable to shareholders for the year 2024 [2]. Group 2 - In 2025, the company plans to actively expand its market, with engine sales projected to reach 178,300 units, reflecting a year-on-year growth of 22.32% [3].

动力新科表示，公司全资子公司上汽红岩因资不抵债，重庆市第五中级人民法院于2025年7月裁定受理 了对上汽红岩的重整申请，并于2025年12月12日裁定批准了上汽红岩重整计划。自2025年12月起，上汽 红岩财务报表不再纳入公司的合并报表范围；经初步测算，本次上汽红岩不再纳入公司合并范围事项由 此产生的一次性股权处置收益约为33.67亿元至34.67亿元，占公司2024年度经审计归属于上市公司股东 的净利润绝对值的比例约为168%至173%，是公司2025年度净利润扭亏为盈的主要原因。2025年，公司 发动机实现销售17.83万台，同比增长22.32%，发动机业务快速增长，但因上汽红岩2025年度并表期间 亏损，且股权处置收益属于非经常性损益，因此公司归属于上市公司股东的扣除非经常性损益的净利润 预计为-8.43亿元至-6.43亿元。 中证报中证网讯(记者乔翔)1月15日盘后，动力新科（600841）披露2025年度业绩预告。经公司财务部 门初步测算，预计2025年度净利润将实现扭亏为盈，预计公司2025年度实现归属于上市公司股东的净利 润为27.52亿元至28.52亿元；归属于上市公司股东的扣除非经常性损益的 ...

Group 1 - The core viewpoint of the article is that Dongli Xinke is expected to turn a profit in 2025, with projected net profit ranging from 2.752 billion to 2.852 billion yuan [2] Group 2 - The announcement was made on January 15, indicating a positive financial outlook for the company [2] - The profit forecast is attributed to preliminary calculations by the company's finance department [2]

Group 1 - Siyuan Electric reported a total operating revenue of 21.205 billion yuan for 2025, a year-on-year increase of 37.18%, with a net profit attributable to shareholders of 3.163 billion yuan, up 54.35% year-on-year [1] - VisiOn expects a negative net profit for 2025, indicating a loss in operating performance [2] - Chongqing Steel anticipates a net loss of 2.5 billion to 2.8 billion yuan for 2025, which is an improvement from a net loss of 3.196 billion yuan in the previous year [3] - Lianfa Co. forecasts a net profit of 280 million to 320 million yuan for 2025, representing a year-on-year growth of 38.92% to 58.77% [4] Group 2 - CICC announced that the audit work related to the absorption merger with Dongxing Securities and Xinda Securities has not yet been completed [5] - Dalong Real Estate's subsidiary won a project bid worth 763 million yuan [6] - Zhongchuang Zhiling plans to issue convertible bonds to raise no more than 4.35 billion yuan for various projects [7] - Jintong Co. intends to acquire a 24% stake in Jinsha Molybdenum for 1.731 billion yuan [8] Group 3 - Nami Technology expects a net profit of 128 million to 145 million yuan for 2025, an increase of 54.51% to 75.03% year-on-year [9] - China State Construction reported a new contract total of 4.5458 trillion yuan for 2025, a 1% increase year-on-year [12] - China Metallurgical Group's new contract amount for 2025 is expected to decrease by 10.8% to 1.1136 trillion yuan [13] Group 4 - Beiding Co. reported a net profit of 111 million yuan for 2025, a year-on-year increase of 59.05% [14] - Southwest Securities expects a net profit of 1.028 billion to 1.098 billion yuan for 2025, an increase of 47% to 57% [15] - China Eastern Airlines reported a 4.93% year-on-year increase in passenger capacity for December 2025 [20] Group 5 - *ST Aowei's stock may be delisted due to a closing price below par value [21] - Yilian Network expects a net profit of 2.542 billion to 2.648 billion yuan for 2025, a decrease of 0% to 4% year-on-year [22] - Huochen Co. anticipates a net profit of 420 million to 540 million yuan for 2025, recovering from a loss of 2 million yuan in the previous year [17] Group 6 - Guoli Electronics expects a net profit of 68 million to 80 million yuan for 2025, an increase of 124.89% to 164.57% [28] - Jinchuan Group forecasts a net profit of 11 billion to 12 billion yuan for 2025, a year-on-year increase of 73.57% to 89.34% [41] - Triangle Tire plans to invest 3.219 billion yuan in a new tire project in Cambodia [42]

人民财讯1月15日电，动力新科（600841）1月15日公告，预计2025年度实现归属于上市公司股东的净利 润27.52亿元至28.52亿元，同比扭亏为盈。自2025年12月起，上汽红岩财务报表不再纳入公司的合并报 表范围；经初步测算，此次上汽红岩不再纳入公司合并范围事项由此产生的一次性股权处置收益约为 33.67亿元至34.67亿元，占公司2024年度归属于上市公司股东的净利润绝对值的比例约为168%至 173%。 ...