每经AI快讯，怡球资源1月27日晚间发布业绩预告，预计2025年年度实现归属于母公司所有者的净利润 1.34亿元~1.99亿元，与上年同期1854.95万元相比，将增加1.15亿元~1.8亿元，同比增加620%~970%。 业绩变动主要原因是，报告期内，受下游行业需求持续复苏影响，公司主要产品铝合金锭的市场销售价 格实现上涨。与此同时，汇率波动幅度较同期明显收窄，降低了对公司毛利的影响。在"售价提升、成 本优化"的双重驱动下，销售价格涨幅高于原料成本增幅，推动公司主营业务毛利实现同比增长。废料 回收和汽车拆解业务。报告期内，受关税政策影响，美国废钢采购市场竞争格局发生变化，美国当地废 钢出口比例下降，国内原料供给增加，致公司原料采购成本下降。报告期内，在全球大宗商品供需格局 趋紧、市场流动性宽松及地缘政治因素共同作用下，有色金属及贵金属市场价格整体走强，为公司相关 产品销售价格带来有力支撑。综上所述，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。 ...

人民财讯1月27日电，怡球资源（601388）1月27日公告，预计2025年净利润1.34亿元到1.99亿元，同比 增加620%到970%。报告期内，受下游行业需求持续复苏影响，公司主要产品铝合金锭的市场销售价格 实现上涨。与此同时，汇率波动幅度较同期明显收窄，降低了对公司毛利的影响。受关税政策影响，美 国废钢采购市场竞争格局发生变化，美国当地废钢出口比例下降，国内原料供给增加，致公司原料采购 成本下降。 ...

南财智讯1月27日电，怡球资源公告，预计2025年全年归属于上市公司股东的净利润为13354.95万元— 19854.95万元，同比预增620.00%—970.00%；预计2025年全年归属于上市公司股东的扣除非经常性损益 的净利润为12057.39万元—18057.39万元，同比预增1040.00%—1608.00%；主要变动原因为：（一）铝 合金锭业务：报告期内，受下游行业需求持续复苏影响，公司主要产品铝合金锭的市场销售价格实现上 涨。与此同时，汇率波动幅度较同期明显收窄，降低了对公司毛利的影响。在"售价提升、成本优化"的 双重驱动下，销售价格涨幅高于原料成本增幅，推动公司主营业务毛利实现同比增长。（二）废料回收 和汽车拆解业务：1、报告期内，受关税政策影响，美国废钢采购市场竞争格局发生变化，美国当地废 钢出口比例下降，国内原料供给增加，致公司原料采购成本下降。2、报告期内，在全球大宗商品供需 格局趋紧、市场流动性宽松及地缘政治因素共同作用下，有色金属及贵金属市场价格整体走强，为公司 相关产品销售价格带来有力支撑。综上所述，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 ...

股票代码：601388 股票简称：怡球资源 编号：2026-003 号 怡球金属资源再生（中国）股份有限公司 2025 年年度业绩预增公告 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个别及连带责任。 重要内容提示： 1. 本期业绩预告适用于实现盈利，且净利润与上年同期相比上升50%以上的情 形。 2. 2025年年度公司净利润与同期相比，预计增加11,500万元~18,000万元，同 比增加620%~970%。扣除非经常性损益事项后，2025年年度公司净利润与同期相比， 预计增加11,000万元~ 17,000万元，同比增加1,040%~1,608%。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 1. 经财务部门初步测算，预计2025年年度实现归属于母公司所有者的净利润 13,354.95万元到19,854.95万元，与上年同期1,854.95万元相比，将增加11,500万 元到18,000万元，同比增加620%到970%。 2. 预计2025年年度实现归属于母公司所有 ...

每经AI快讯，1月27日，怡球资源(601388.SH)公告称，预计2025年年度归属于上市公司股东的净利润为 1.34亿元至1.99亿元，同比增长620%至970%。业绩变动原因：下游需求复苏带动铝合金锭售价上涨； 汇率波动收窄、原料成本下降及大宗商品价格上涨共同推动毛利增长。 （文章来源：每日经济新闻） ...

（文章来源：证券日报） 证券日报网讯 1月23日，怡球资源在互动平台回答投资者提问时表示，公司的铝合金锭客户主要分布在 东南亚、日本和中国。废料回收和汽车拆解业务主要客户在美国。 ...

证券日报网讯 1月23日，怡球资源在互动平台回答投资者提问时表示，公司将紧紧围绕今年的经营战略 目标，继续聚焦主业，以关键技术工艺改革驱动内在效率，以敏捷的市场营销策略应对外部变化，以全 链条的精细化管理实现成本优化，从而全方位夯实核心竞争力，为股东创造持续回报。 （编辑 任世碧） ...

Group 1 - The core stock price of Yiqiu Resources (601388) closed at 3.21 yuan on January 16, 2026, down by 0.93% with a turnover rate of 3.53% and a trading volume of 777,000 shares, amounting to a total transaction value of 252 million yuan [1] - On January 16, the net outflow of main funds was 10.52 million yuan, accounting for 4.17% of the total transaction value, while retail investors saw a net inflow of 7.29 million yuan, representing 2.89% of the total transaction value [1][3] Group 2 - Yiqiu Metal Resources Recycling (China) Co., Ltd., a wholly-owned subsidiary, sold approximately 1.214 hectares of land and associated facilities in Johor Bahru, Malaysia, to Acacia Motor Services SDN. BHD. for a total transaction amount of 16.5 million Malaysian Ringgit (approximately 28.51 million yuan) [1] - This transaction does not constitute a related party transaction or a major asset restructuring and has been approved by the company's board and audit committee [1] - The sale is expected to optimize the asset structure and enhance operational efficiency, aligning with the company's long-term development strategy [1][3]

Summary of Key Points Core Viewpoint - The company, Yiqiu Resources, is actively engaging in asset transactions to optimize its operational efficiency and expand its market capabilities. Group 1: Company Announcements - Yiqiu Resources' subsidiary, Metalico, Inc., signed an asset purchase agreement to acquire assets related to the scrap metal recycling business for approximately 24.6 million RMB, which will help expand raw material procurement coverage and reduce logistics costs [1][3] - The subsidiary, YE CHIU METAL SMELTING SDN.BHD., sold land and buildings in Johor, Malaysia, for a total of 16.5 million Malaysian Ringgit (approximately 28.51 million RMB), which is expected to optimize the asset structure and enhance operational efficiency [2][3] Group 2: Financial Performance - As of January 16, 2026, Yiqiu Resources' stock closed at 3.21 RMB, reflecting a 0.94% increase from the previous week, with a total market capitalization of 7.066 billion RMB [1] - The company ranks 46th out of 60 in the industrial metals sector and 2710th out of 5183 in the A-share market [1]

Core Viewpoint - The company is selling a piece of land and associated assets in Malaysia for a total of 16.5 million Malaysian Ringgit (approximately 28.51 million RMB) to optimize its asset structure and improve overall efficiency [2][3]. Transaction Overview - The company’s wholly-owned subsidiary, YE CHIU METAL SMELTING SDN. BHD. (YCPG), is selling approximately 1.214 hectares (about 18.21 acres) of land located in Johor Bahru, Malaysia, along with buildings and fixed facilities [2][3]. - The transaction has been approved by the company's board and audit committee and does not constitute a related party transaction or a major asset restructuring [2][4]. Rationale for the Sale - The sale is part of the company's strategy to optimize its asset structure and enhance overall efficiency, as the new aluminum alloy ingot expansion project has been completed and is gradually releasing capacity [3][10]. - The new project employs advanced technology and smart equipment, significantly outperforming YCPG in terms of recovery rates, product quality, production efficiency, and energy consumption [3]. Buyer Information - The buyer, ACACIA MOTOR SERVICES SDN. BHD., has no related party relationships with the company, ensuring a low-risk transaction [6]. - The assets being sold are free from any encumbrances, legal disputes, or third-party rights, ensuring clear ownership [6][10]. Financial Details - The total transaction amount is 16.5 million Malaysian Ringgit (approximately 28.51 million RMB), with a 10% deposit due upon signing and the remaining 90% payable within three months after relevant approvals [9]. - The pricing was determined through friendly negotiations based on market and book values, ensuring no harm to the company's or shareholders' interests [7][10]. Impact on the Company - The transaction is expected to enhance the company's asset utilization and liquidity, aligning with its long-term development strategy without affecting normal operations or requiring personnel adjustments [10].