智通财经APP讯，动力新科(600841.SH)发布公告，公司预计2025年度净利润将实现扭亏为盈，预计 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。 ...

据介绍，动力新科业绩扭亏为盈的原因包括：公司全资子公司上汽红岩重整计划于2025年12月获得法院 裁定批准，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%。 1月15日晚间，动力新科（600841）发布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。 从历年业务结构看，动力新科发动机业务近年均处于盈利状态，上汽红岩不再纳入其合并报表范围后， 动力新科有望重回快速发展通道。(厉平) 此外，2025年，动力新科积极开拓市场，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，故公司归属于上市 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。 ...

每经AI快讯，1月15日，动力新科(600841.SH)公告称，动力新科预计2025年度归属于上市公司股东的净 利润为27.52亿元至28.52亿元，同比扭亏为盈。上年同期为亏损19.99亿元。主要原因为子公司上汽红岩 因重整不再纳入合并报表范围，产生一次性股权处置收益约33.67亿元至34.67亿元，导致净利润大幅增 长；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。 ...

格隆汇1月15日丨动力新科(600841.SH)公布，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净利润预计为-8.43亿元至-6.43亿元。 ...

转自：智通财经 【动力新科：预计2025年净利润27.52亿元-28.52亿元】智通财经1月15日电，动力新科(600841.SH)公告 称，动力新科预计2025年度归属于上市公司股东的净利润为27.52亿元至28.52亿元，同比扭亏为盈。上 年同期为亏损19.99亿元。主要原因为子公司上汽红岩因重整不再纳入合并报表范围，产生一次性股权 处置收益约33.67亿元至34.67亿元，导致净利润大幅增长；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。 ...

Core Viewpoint - The company expects to achieve a net profit attributable to shareholders of 2.752 billion to 2.852 billion yuan in 2025, marking a turnaround from losses in the previous year, primarily due to the restructuring of its subsidiary, SAIC Hongyan [1] Financial Performance - The net profit attributable to shareholders is projected to be between 2.752 billion and 2.852 billion yuan for 2025, indicating a significant recovery from previous losses [1] - The net profit excluding non-recurring gains and losses is expected to be between -843 million and -643 million yuan for 2025, reflecting ongoing challenges despite the overall profit turnaround [1] Subsidiary Restructuring - The turnaround in net profit is largely attributed to the restructuring of SAIC Hongyan, which was declared insolvent and underwent a court-approved reorganization plan in December 2025 [1] - The exclusion of SAIC Hongyan from the consolidated financial statements starting December 2025 is expected to generate a one-time equity disposal gain of approximately 3.367 billion to 3.467 billion yuan, which accounts for about 168% to 173% of the audited net profit attributable to shareholders for 2024 [1] Sales Performance - The company’s engine sales are projected to reach 178,300 units in 2025, representing a year-on-year growth of 22.32%, indicating strong performance in the engine business [1]

上海新动力汽车科技股份有限公司 2025年度业绩预告 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： 业绩预告的具体适用情形：净利润实现扭亏为盈。 业绩预告主要财务数据情况：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净利润预计为-8.43 亿元至-6.43 亿元。 一、本期业绩预告情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 股票简称：动力新科 动力 B 股 股票代码：600841 900920 编号：临 2026-001 | 项 目 | 金额 | | --- | --- | | 2024 年度归属于上市公司股东的净利润（万元） | -199,897.62 | | 2024 年度归属于上市公司股东的扣除非经常性损益 | -211,921.51 | | 的净利润（万元） | | | 2024 年度每股收益（元 ...

Core Insights - The report focuses on the market demand and investment planning for the cold chain vehicle industry in China, highlighting key players and their revenue performance [1][12]. Group 1: Industry Overview - The cold chain vehicle industry in China has limited companies primarily engaged in this sector, but the supply chain is extensive [1]. - Major listed companies in the cold chain vehicle manufacturing segment include CIMC Vehicles, Foton Motor, Dongfeng Motor, FAW Jiefang, and China National Heavy Duty Truck [1]. Group 2: Company Summaries - Foton Motor has the highest registered capital and the most bidding information among cold chain vehicle companies [12]. - Jiangling Motors, established the earliest, focuses on light commercial vehicles [12]. - CIMC Vehicles leads in semi-trailer production globally [14]. Group 3: Revenue Performance - In the first three quarters of 2025, Foton Motor reported a revenue of 454.49 billion, while FAW Jiefang and Jianghuai Automobile reported revenues of 439.96 billion and 308.73 billion, respectively [17]. - CIMC Vehicles achieved the highest gross margin at 15.17% among the listed companies [14]. Group 4: Product and Business Strategies - Foton Motor is advancing pure electric refrigerated vehicles and has delivered its first batch of cold chain vehicles [18]. - FAW Jiefang focuses on long-distance cold chain vehicles, promoting the JH6 model [18]. - Jianghuai Automobile is developing a range of refrigerated vehicles to cover various lengths and applications [18]. - CIMC Vehicles is exploring the development of new energy semi-trailers for the North American market [18].

Group 1 - The global refrigerated truck market is projected to grow steadily, reaching a size of $3.93 billion by 2024, with a year-on-year increase of 17.66% from previous years [1] - North America is the largest market for refrigerated trucks, accounting for approximately 40% of the global market share in 2024, followed by the Asia-Pacific region at 26.5% [3] - The light truck segment dominates the global refrigerated truck market, making up nearly 40% of the market share in 2024, while heavy trucks account for 31.7% and medium trucks for 29.2% [5] Group 2 - In 2024, global sales of new energy refrigerated transport vehicles are expected to reach 37,000 units, with Asia leading the market at approximately 25,000 units, representing 68% of the total [7] - The global refrigerated truck industry has a promising development outlook, with emerging markets in the Asia-Pacific region (especially China and India), Latin America, and the Middle East driving demand for fresh food and pharmaceutical cold chains, projected to reach $5.7 billion by 2030 [9]

2025年12月，商用车行业迎来年末人事调整密集期。国内多家商用车企，包括福田汽车、潍 柴动力、中通客车、金龙汽车、江铃汽车等相继公布重要人事变动，涉及董事会换届、高管退 休、岗位更替等多种类型。 福田汽车：新一届领导班子就位 常瑞任董事长！ 12月12日，北汽福田汽车股份有限公司发布2025年第八次临时股东会决议公告，选举产生了 新一届董事会成员。 经审议表决，选举常瑞、武锡斌、吴骥、顾鑫、王学权、王德成为公司第十届董事会董事。张 泉不再担任公司董事。同时，公司五届九次职工代表大会选举蔡恩禹担任公司第十届董事会职 工代表董事，李庆华不再担任职工代表董事。 12月22日，北汽福田汽车股份有限公司发布董事会决议公告。 （一）《关于选举常瑞同志为公司董事长的议案》 决议如下： 选举常瑞同志为北汽福田汽车股份有限公司第十届董事会董事长。 （二）《关于选举董事会各专门委委员的议案》 决议如下： 1、关于选举投资管理委员会成员： （1）选举常瑞董事为投资管理委员会委员； （2）选举武锡斌董事为投资管理委员会委员； （3）选举吴骥董事为投资管理委员会委员； （4）选举王学权董事为投资管理委员会委员； （5）选举叶盛基独立 ...