证券日报网讯 1月29日，中泰证券发布公告称，公司预计2025年度实现归属于母公司所有者的净利润 131220万元到149966万元，同比增加40%到60%。 （文章来源：证券日报） ...

Major Announcements - China Gold announced that its stock trading shows signs of market sentiment overheating, which may lead to a risk of short-term declines after significant price increases. The company's P/E ratio is 55.63, significantly higher than the industry median of 28.60 [1] - Zhaojin Mining stated that the prices of its gold and gold concentrate products are highly influenced by fluctuations in gold prices, which could significantly impact its operating performance if gold prices experience large swings [2] - Silver (Core Stock) Nonferrous reported that the revenue from its gold and silver products constitutes a low proportion of total operating income, with gold product sales accounting for 18.67% and silver product sales for 4.54% of total revenue [3] Company-Specific Risks - Hunan Silver (Core Stock) indicated that it has a relatively low amount of proven metal resources compared to industry peers, which poses a resource reserve risk. The company also faces risks from silver price fluctuations and has a low gross margin of 6.54% compared to mining companies [4] - TianShun Wind Energy decided to implement a long-term shutdown of six wholly-owned subsidiaries due to increasing market competition, aiming to optimize resource allocation and focus on core businesses like offshore wind power [5] - Qidi Environment expects a negative net asset value by the end of 2025, which may lead to a risk warning for its stock trading if the audited net assets are confirmed to be negative [6] Performance Forecasts - BlueFocus anticipates a net profit of 1.8 billion to 2.2 billion yuan for 2025, benefiting from growth in overseas business and improved credit management [12] - Shengyi Technology expects a net profit of 3.25 billion to 3.45 billion yuan for 2025, representing a year-on-year increase of 87% to 98% due to rising sales of copper-clad laminates [13] - Sichuan Gold forecasts a net profit of 420 million to 480 million yuan for 2025, up 69.23% to 93.4% year-on-year, driven by increased sales volume and rising gold prices [14] - Dongfang Communication predicts a net profit of approximately 360 million yuan for 2025, a year-on-year increase of about 138.5%, primarily due to significant investment gains from the disposal of financial assets [15] Other Notable Announcements - Yunnan Copper confirmed that its production and operations are normal, with no undisclosed significant matters, despite its stock experiencing a 20% price fluctuation [9] - Liou Co. reported that its operations are normal, with no undisclosed significant matters, and its stock has also seen a significant price fluctuation [10] - Guosheng Securities expects a net profit of 210 million to 280 million yuan for 2025, reflecting a year-on-year increase of 25.44% to 67.25% due to robust business development [29]

Macro Dynamics - The People's Bank of China announced that the weighted average interest rate for newly issued commercial personal housing loans will be 3.06% in Q4 2025 [2][20] - The State Council issued a work plan to accelerate the cultivation of new growth points in service consumption, focusing on optimizing service supply and enhancing consumer experience [3][21] Company Dynamics - The Beijing humanoid robot innovation center's pilot verification platform has officially launched, with an expected annual production capacity of 5,000 units [4][21] - Kunshan established an artificial intelligence industry fund with a total scale of 5 billion yuan, aiming to support local AI enterprises and ecosystem development [5][21] - Zhongtai Securities expects a net profit increase of 40% to 60% for 2025, with significant growth in wealth management and asset management [6][22] - The global largest sovereign fund, Norway's sovereign wealth fund, reported a 15.1% annual return for 2025, with stock investment returns at 19.3% [6][22] - Chao Hong Ji indicated that rising gold prices may theoretically suppress consumer demand, while also potentially stimulating jewelry demand due to investment value [11][26] - Shengyi Technology forecasts a net profit increase of 87% to 98% for 2025, driven by rising sales of copper-clad laminates [12][26] - Century Huatong anticipates a net profit increase of 357.47% to 475.34% for 2025, with continuous revenue growth over the past 12 quarters [13][27] - Hailanxin expects a net profit increase of 387.47% to 631.2% for 2025, supported by advancements in autonomous technology and key project developments [14][28] - AstraZeneca plans to invest over 100 billion yuan (approximately 15 billion USD) in China by 2030 to expand its pharmaceutical production and R&D [15][29] - Tianfu Communication completed a share reduction plan by a board member, with no impact on company governance or control [16][29] - China Gold reported that its stock trading is experiencing excessive market sentiment, which may lead to short-term price corrections [17][30] - Western Gold issued a risk warning regarding the significant price increase of gold products in the market [18][30] - Zhaojin Gold highlighted potential risks associated with its overseas mining projects and the aging of mining facilities [19][30]

★ 宏观动态 ★ 央行：2025年第四季度全国新发放商业性个人住房贷款加权平均利率为3.06% 据央行消息，2025年第四季度全国新发放商业性个人住房贷款加权平均利率为3.06%。 国务院办公厅印发《加快培育服务消费新增长点工作方案》 国务院办公厅日前印发《加快培育服务消费新增长点工作方案》（以下简称《工作方案》），旨在优化和扩大 服务供给，促进服务消费提质惠民，为经济高质量发展提供有力支撑。《工作方案》提出3方面支持政策。一 是聚焦交通服务、家政服务、网络视听服务、旅居服务、汽车后市场服务、入境消费等重点领域，从优化服务 供给、推进先行先试、创新消费场景、加强人才培养等方面发力，激发发展活力。二是聚焦演出服务、体育赛 事服务、情绪式体验式服务等潜力领域，从健全激励机制、优化安全管理、培育优质品牌、建设平台载体等方 面着手，培育发展动能。三是通过健全标准体系、加强信用建设、强化财政金融支持等，加强对培育服务消费 新增长点的支持保障。《工作方案》要求各地区、各有关部门加强政策设计，创新支持举措，优化服务消费环 境，根据需要制定出台具体服务消费领域支持政策。 北京首个人形机器人中试验证平台正式启动，预计年产能50 ...

Core Viewpoint - Zhongtai Securities (600918.SH) has announced an expected increase in net profit for the year 2025, projecting a range of 1.312 billion to 1.5 billion yuan, representing a year-on-year growth of 40% to 60% [1] Group 1: Financial Performance - The company anticipates a significant rise in net profit attributable to shareholders, with projections between 1.312 billion and 1.5 billion yuan for 2025 [1] - This expected growth is attributed to a rebound in capital market activity, which the company plans to leverage [1] Group 2: Strategic Focus - The company is prioritizing high-quality development as a key task, aiming to enhance core functions and competitiveness [1] - There is a commitment to continuously improve management efficiency and promote stable development across various sectors [1] Group 3: Business Segments - Revenue from wealth management, asset management, and investment trading is expected to see year-on-year growth [1] - Overall operational performance of the company is projected to improve significantly [1]

回顾2024年，中泰证券的归母净利润不足10亿元，每股收益为0.11元，甚至比前一年还大幅下降。而在 2025年，公司成功实现了业绩的"翻身仗"。增长逻辑：把握市场机遇+三大业务表现 随着2025年资本市场活跃度的显著回升，券商板块业绩修复不断得到验证。1月29日，中泰证券发布业 绩预增公告。 中泰证券大幅增长的原因可能还要追溯到市场环境和具体业务能力上。 一方面得益于外部环境的改善。2025年资本市场活跃度回升，交投情绪转暖，为券商各项业务开展提供 了良好的土壤。 中泰证券的大投资业务特长，日益明显。 公司预计全年实现归属于母公司所有者的净利润在13.12亿元至15.00亿元之间，较2024年同期的9.37亿 元大幅增长40%至60%。 业绩快报公布的内容不多，但传出的信号一点不少。 比如，值得关注的反映主营业务能力的"扣非净利润"指标方面。公告显示，中泰证券预计2025年扣非后 归母净利润为12.60亿元至14.52亿元，同比增幅达44%-66%。 这一增速略高于归母净利润增速，显示出公司主营业务的盈利质量在扎实提升。业务均衡性有待观察 中泰证券表示，本次业绩预告数据已经财务部门初步测算，并与年审会计师进 ...

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]

新益昌最终募集资金净额比原计划少1.10亿元。新益昌于2021年4月23日披露的招股说明书显示， 公司拟募集资金5.52亿元，其中3.11亿元用于新益昌智能装备新建项目，1.21亿元用于新益昌研发中心 建设项目，1.20亿元用于补充流动资金。 新益昌上市发行费用为5768.66万元，其中保荐机构中泰证券股份有限公司获得保荐及承销费用 3249.66万元，天健会计师事务所（特殊普通合伙）获得审计及验资费用1140.00万元，广东信达律师 事务所获得律师费用818.87万元。 (责任编辑：徐自立) 中国经济网北京1月29日讯 新益昌（688383.SH）昨晚发布2025年度业绩预告。经深圳新益昌科 技股份有限公司（以下简称"公司"）财务部门初步测算，预计2025年年度实现归属于母公司所有者的净 利润与上年同期（法定披露数据）相比，将出现亏损，实现归属于母公司所有者的净利润为-16,000.00 万元到-11,000.00万元。归属于母公司所有者扣除非经常性损益后的净利润为-16,100.00万元 到-11,100.00万元。 2021年至2024年，公司营业收入分别为11.97亿元、11.84亿元、10.40亿元 ...

北京商报讯（记者 李海媛）1月29日，中泰证券发布2025年度业绩预增公告，预计2025年度实现归属于母 公司所有者的净利润为13.12亿元至15亿元，同比增加40%至60%；预计公司2025年度实现归属于母公司所 有者的扣除非经常性损益的净利润为12.6亿元至14.52亿元，同比增加44%至66%。 ...

每经AI快讯，中泰证券1月29日晚间发布业绩预告，预计公司2025年度实现归属于母公司所有者的净利 润约13.12亿元~15亿元，与上年同期相比，将增加约3.75亿元~5.62亿元，同比增加40%~60%。业绩变 动主要原因是，2025年，资本市场活跃度回升，公司积极把握市场机遇，聚焦高质量发展首要任务，以 增强核心功能、提升核心竞争力为重点，持续提升管理质效，推动各领域稳健发展，财富管理、资产管 理、投资交易等业务收入实现同比增长，公司整体经营业绩显著提升。 （记者 曾健辉） 每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 ...