Core Viewpoint - The company, Shangong Shenbei (600843.SH), has announced an expected net loss attributable to the parent company's shareholders ranging from 120 million to 150 million yuan for the year 2025 [1] Financial Summary - The projected net loss for 2025 is estimated between 120 million yuan and 150 million yuan [1]

Group 1 - The company, Zhanggong Shenbei (600843.SH), announced an expected net loss attributable to the parent company of between 120 million to 150 million yuan for the year 2025 [1]

Group 1 - The company expects to report a net profit attributable to shareholders of the parent company between -120 million to -150 million yuan for the year 2025, indicating continued losses compared to approximately -244 million yuan in the same period last year [1] - The main reasons for the performance change include poor demand in the European automotive manufacturing and leather processing markets, as well as high energy and raw material prices, leading to ongoing operational difficulties [1] - Sales revenue of high-margin products from the German subsidiary, DA Company, has decreased year-on-year, with insufficient capacity utilization and increased manufacturing costs resulting in a significant decline in gross margin [1] Group 2 - To address insufficient orders, DA Company has actively engaged in personnel and production restructuring, resulting in increased severance compensation and integration costs year-on-year [1] - The general aviation aircraft manufacturing business of SGIA Company is still in the recovery phase and has not yet turned profitable [1] - Although domestic operations are generally profitable, they are unable to cover the losses from overseas operations [1]

Core Viewpoint - The company expects to continue incurring losses in 2025, with projected net profit attributable to shareholders ranging from -120 million to -150 million yuan, compared to -244.23 million yuan in the previous year [1] Financial Performance - The anticipated net profit after deducting non-recurring gains and losses for 2025 is projected to be between -340 million and -370 million yuan [1] - The company’s German subsidiary, DA Company, is experiencing a decline in sales revenue of high-margin products, insufficient capacity utilization, and increased manufacturing costs, leading to a significant drop in gross margin [1] Operational Challenges - The downturn in the European automotive manufacturing and leather processing markets, along with high energy and raw material prices, has contributed to the ongoing operational difficulties faced by DA Company [1] - To address insufficient orders, DA Company is actively restructuring its workforce and production, resulting in increased severance and integration costs [1] Business Segments - The general aviation aircraft manufacturing business of SGIA Company remains in a recovery phase and has yet to achieve profitability [1] - Although domestic operations are generally profitable, they are unable to offset the losses incurred from overseas operations [1]

Core Viewpoint - The company, Shangong Shenbei (600843.SH), is expected to continue facing losses in 2025, with projected net profit attributable to shareholders ranging from -120 million to -150 million yuan, compared to -244.23 million yuan in the previous year [1] Group 1: Financial Performance - The forecasted net profit excluding non-recurring gains and losses for 2025 is estimated to be between -340 million and -370 million yuan [1] - The company’s German subsidiary, DA Company, is experiencing a decline in sales revenue of high-margin products due to poor demand in the European automotive manufacturing and leather processing markets, alongside high energy and raw material costs [1] Group 2: Operational Challenges - DA Company is facing low operational performance with insufficient capacity utilization and increased manufacturing costs, leading to a significant drop in gross margin [1] - To address insufficient orders, DA Company is actively restructuring its workforce and production, resulting in increased severance and integration costs [1] - The general aviation aircraft manufacturing business of SGIA Company is still in a recovery phase and has not yet turned profitable [1] Group 3: Domestic vs. International Performance - While the domestic business is generally profitable, it is unable to cover the losses incurred from overseas operations [1]

Financial Performance Outlook - The company expects a net profit attributable to shareholders for the year 2025 to be negative, indicating continued operating losses[1] - The company will expedite financial accounting work and disclose the 2025 annual performance forecast within the stipulated timeframe[1] - The specific and accurate financial data will be provided in the officially disclosed 2025 annual report[1] Compliance and Regulations - The company emphasizes adherence to the Shanghai Stock Exchange listing rules and related regulations[1] - Investors are advised to pay attention to investment risks based on the disclosed information[1]

Core Viewpoint - The company, Shangong Shenbei Group, has announced an expected loss in its performance, indicating it is facing significant challenges in the sewing equipment and smart manufacturing sectors [1][4]. External Environment - The global economic growth is slowing down, leading to weakened demand in key markets, which directly impacts Shangong Shenbei's core high-end equipment manufacturing business [1][4]. - Downstream customers are becoming more cautious in their investment decisions, resulting in delays or reductions in orders, thereby exerting pressure on the company's short-term revenue [1][4]. Industry Competition - The ongoing intensification of competition within the industry is identified as a contributing factor to the company's expected losses [1][4]. - Market competition is not only focused on pricing but also on technological innovation, service responsiveness, and comprehensive solution capabilities [1][4]. - Despite maintaining a technological lead in certain niche areas, the fierce competition is continuously squeezing profit margins [1][4]. Internal Operations and Strategic Transition - The company's internal operations and investments in strategic transformation are reflected in the performance forecast [1][4]. - Shangong Shenbei has been advancing its transition towards smart manufacturing and digitalization, which requires sustained funding and resource support for R&D, new business development, and global resource integration [1][4]. - Such strategic investments typically have long payback periods, which may burden overall profit performance in the short term [1][4]. Historical Investments and Asset Adjustments - Some of the company's historical investments or asset projects may be in a phase of adjustment and digestion, as part of the natural growth process involving exploration of emerging fields [2][5]. - Certain projects have not met expected return targets under specific market conditions, necessitating restructuring and adjustments to optimize asset structure and focus on core business areas [2][5]. Management Response - In response to current performance pressures, the management has shown a proactive stance by enhancing internal operational efficiency through refined management and cost control [2][6]. - The company is also adjusting its market strategy to focus more on business segments and market areas with competitive advantages and high growth potential [2][6]. Long-term Outlook - The short-term fluctuations in performance have not diminished the industry's recognition of Shangong Shenbei's long-term technological accumulation and brand value [2][6]. - The company's core technological capabilities in industrial sewing automation and aerospace equipment remain crucial assets for risk mitigation and future market recovery [2][6]. - The future trajectory of the global economy and manufacturing cycles, along with the effectiveness of the company's strategic adjustments, will be key determinants of whether Shangong Shenbei can quickly emerge from its current downturn and return to a growth path [2][6].

格隆汇1月28日｜上工申贝公告称，经初步测算，2025年年度归属于母公司所有者的净利润为-12,000万 元到-15,000万元，与上年同期（-24,423.13万元）相比，将继续亏损；扣除非经常性损益后的净利润 为-34,000万元到-37,000万元。业绩预亏主要因德国全资子公司DA公司经营低迷、SGIA公司未盈利、国 内业务无法覆盖境外亏损等。此外，非经常性损益较上年同期增加约18,000万元，系房屋动迁处置收益 所致。 ...

南财智讯1月28日电，上工申贝发布业绩预亏公告，业绩预告期内，公司在德国全资子公司杜克普爱华 有限责任公司（以下简称"DA公司"）受下游主要市场欧洲汽车制造及皮革加工需求不景气以及能源和 原材料价格居高不下等因素的影响，经营持续低迷。德国DA公司高毛利的产品销售收入同比下降，产 能利用率不足，制造成本同比上升，毛利率大幅下降。以及德国DA公司，为应对订单不足，积极进行 人员、生产整合，同比增加裁员补偿、整合费用；SGIA公司的通用航空飞行器制造业务仍处于生产恢 复期，尚未盈利；国内业务虽然总体盈利，但无法覆盖境外业务的亏损等综合影响所致。 ...

证券代码：600843 900924 证券简称：上工申贝 上工 B 股 公告编号：2026-002 上工申贝（集团）股份有限公司董事会 二〇二六年一月十六日 一、前期现金管理到期赎回情况 受托方 名称 产品名称 金额及来源 产品期限 年化收 益率 实际收益 （元） 上海银 行 上 海 银 行 " 稳 进 " 3 号 SDG22503M372A 期结构性 存款产品 20,000 万元 募集资金 2025 年 10 月 16 日 至 2026 年 1 月 14 日 （90 天） 1.65% 813,698.63 上工申贝（集团）股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日召开的第 十届董事会第十四次会议审议通过了《关于对部分暂时闲置募集资金和自有资金进行现 金管理的议案》，同意公司对暂时闲置的募集资金不超过 5 亿元和自有资金不超过 1 亿 元进行现金管理，投资于安全性高、流动性好的产品。公司监事会及保荐机构已分别对 前述事项发表了同意的意见。上述具体情况详见公司 2025 年 4 月 29 日在上海证券交易 所网站（www.sse.com.cn）等指定媒体披露的《关于对部分暂时闲置募集资金 ...