艾比森：预计2025年净利润同比增长105.32%至148.09% 艾比森公告称，预计2025年度净利润为2.4亿元至2.9亿元，同比增长105.32%至148.09%。报告期内，公司实现营业收入约为41.56亿元，同比增长13.46%。 每经记者｜陈晴 每经编辑｜金冥羽 黄博文 并购重组 北方长龙：拟支付现金购买顺义科技51.00%股份 北方长龙公告称，公司拟以支付现金方式购买沈阳顺义科技股份有限公司（简称"顺义科技"）51.00%股份。本次交易尚处于筹划阶段，公司与顺义科技股 东签署的《支付现金购买资产意向协议》仅为意向性协议，具体的交易方式及交易条款尚需交易各方进一步协商和论证。 业绩披露 恒宇信通：控股股东、实际控制人的一致行动人淄博恒宇拟减持不超3%股份 恒宇信通公告称，公司控股股东、实际控制人的一致行动人淄博恒宇同德信息咨询合伙企业（有限合伙）（简称"淄博恒宇"）持有418.05万股，占公司总 股本的6.97%，拟减持股份不超180万股，占公司总股本的3%。股份来源为公司首次公开发行前取得，减持原因为淄博恒宇各合伙人资金需求。 来伊份：控股股东拟减持不超过3%公司股份 来伊份公告称，公司控股股东上 ...

Group 1 - Jinli Permanent Magnet expects a net profit of 660 million to 760 million yuan for 2025, representing a year-on-year growth of 127% to 161% [1] - Wens Foodstuffs anticipates a net profit of 5 billion to 5.5 billion yuan for 2025, a decrease of 40.73% to 46.12% compared to the previous year [2] - New Open Source plans to repurchase shares worth 40 million to 50 million yuan, with a maximum repurchase price of 25.77 yuan per share [3] Group 2 - Fosun Pharma's subsidiary has had a drug registration application accepted for a new drug targeting ALK-positive non-small cell lung cancer [4] - Leike Film reported a net profit of -86 million yuan for the first three quarters of 2025, indicating a potential annual loss [5] - Crown Stone Technology's application for a specific issuance of A-shares has been accepted by the Shanghai Stock Exchange [6] Group 3 - Dongxin Technology has completed the business registration change for its subsidiary, Lishuan Technology, and has invested 211 million yuan in it [7] - Tianci Materials has increased its commodity futures hedging business limit from 150 million to 300 million yuan [8] - Gaode Infrared's actual controller has reduced his shareholding by 0.54%, bringing his stake down to 62.95% [9] Group 4 - Tianyong Intelligent expects a net profit of 10 million to 15 million yuan for 2025, marking a turnaround from losses [10][11] - China Merchants Energy anticipates a net profit of 6 billion to 6.6 billion yuan for 2025, an increase of 17% to 29% year-on-year [18] - Guangdong Electric Power A's Huizhou Power Plant's Unit 5 has been put into commercial operation, with an investment of 8.05 billion yuan [19] Group 5 - Jianghuai Automobile reported a 42.24% year-on-year increase in sales volume for December 2025 [25] - China Pharmaceutical's subsidiary has received a drug registration certificate for a new medication [26] - TianNeng Co. plans to use up to 12 billion yuan of its own funds for entrusted wealth management [27] Group 6 - Luoyang Huizhong reported a 10.55% month-on-month decrease in sales revenue from live pigs for December 2025 [28] - Baolidi expects a net profit of 145 million to 152 million yuan for 2025, a year-on-year increase of 27.17% to 33.30% [30] - Changchun High-tech's subsidiary has had a melatonin granule registration application accepted [31] Group 7 - Zhongmin Energy reported a 4.46% year-on-year decrease in cumulative on-grid electricity for 2025 [32] - Huaxin Electronics reported a 7.79% year-on-year decrease in consolidated operating revenue for December 2025 [35] - Xiamen Airport reported a 2.79% year-on-year increase in passenger throughput for December 2025 [36] Group 8 - Baiyun Airport reported a 12.27% year-on-year increase in passenger throughput for December 2025 [37] - Pulaike has received a new veterinary drug registration certificate for a chewable tablet [38] - Yunnan Energy Holdings' subsidiary has reduced its stake to 84% after a capital increase [39] Group 9 - Gansu Energy Chemical's new thermal power project has successfully completed trial operation [41] - Zhenghong Technology reported a significant decrease in sales revenue from live pigs for December 2025 [42] - Huasheng Lithium Battery is planning to issue H-shares for listing on the Hong Kong Stock Exchange [43] Group 10 - Jincheng Mining has signed a mining production contract with an estimated total price of approximately 510 million yuan [44] - Microchip Biotech has received approval for clinical trials of a new drug for pancreatic cancer [45] - Yahon Pharmaceutical has completed the first patient enrollment for a Phase I clinical trial of its drug [46]

证券代码：601872 证券简称：招商轮船 公告编号：2026[003] 招商局能源运输股份有限公司 2025 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 担法律责任。 重要内容提示： 一、本期业绩预告情况 2、预计公司 2025 年度实现归属于上市公司股东的扣除非经常性 损益的净利润为人民币 500,500~560,500 万元，与上年同期相比，预 计增加-1,000 ~59,000 万元，同比增加-0.2% ~12%。2025 年四季度实 现归属于上市公司股东的扣除非经常性损益的净利润与上年同期相 比，预计增加 37,700~97,700 万元，增加 22% ~57%。 二、上年同期经营业绩和财务状况 1 招商局能源运输股份有限公司（以下简称"公司"）预计 2025 年度实现归属于上市公司股东的净利润为人民币 600,000~660,000 万 元 ， 与 上 年 同 期 相 比 ， 预 计 增 加 89,300-149,300 万元，同比增加 17%~29%。2025 年四季度 实现归属于上市公司股东的净利润与 ...

Core Viewpoint - The A-share market experienced fluctuations with the Shanghai Composite Index slightly down by 0.07%, marking a 15-day consecutive rise, driven by geopolitical conflicts that boosted the oil and gas sector [1] Group 1: Market Performance - The oil and gas ETF Huatai (159309) rose over 1.6% with a net inflow of 1.17 million yuan, continuing its two-day capital attraction [1] - The performance of the underlying index components of the oil and gas ETF was mixed, with International Industry, Xue Ren Group, and Huibo Po hitting the daily limit, while China Petroleum and China Oil & Gas saw declines of over 1% [3] Group 2: Geopolitical Impact - Recent geopolitical tensions have led to a reassessment of Venezuela's role in global oil supply, with potential long-term implications for oil prices [6] - The expected recovery of Venezuelan oil production faces challenges such as aging oil fields, weak infrastructure, high costs, and political instability, making a return to historical production levels difficult [6] Group 3: Industry Outlook - The oil sector is experiencing a gradual recovery, with high dividend characteristics highlighted by Changjiang Securities, indicating a positive outlook for leading companies in the midstream and upstream sectors [7] - The sector's cash flow stability and high dividend yield are expected to attract renewed valuation, especially with the backdrop of economic recovery and potential interest rate cuts [7] Group 4: Investment Opportunities - The oil and gas ETF Huatai (159309) focuses on the upstream and downstream of the oil and gas industry, presenting significant long-term investment value amid external uncertainties [8]

Core Viewpoint - The company, China Merchants Energy Shipping Company (招商轮船), expects a significant increase in net profit for the fiscal year 2025, driven by market recovery and non-recurring gains [1] Financial Performance - The company anticipates a net profit attributable to shareholders of between RMB 600 million and RMB 660 million for 2025, representing a year-on-year growth of 17% to 29% [1] - For the fourth quarter of 2025, the expected net profit attributable to shareholders is projected to increase by RMB 962 million to RMB 1,562 million, with a growth rate of 55% to 90% compared to the same period last year [1] - The net profit excluding non-recurring gains is expected to be between RMB 505 million and RMB 565 million, showing a slight decline of 0.2% to an increase of 12% year-on-year [1] - In the fourth quarter, the net profit excluding non-recurring gains is projected to rise by RMB 377 million to RMB 977 million, with an increase of 22% to 57% year-on-year [1] Growth Drivers - The anticipated growth in 2025 is primarily attributed to the oil tanker fleet capitalizing on market recovery, with expected operating profit growth of 200% to 230% in the fourth quarter [1] - The company expects a substantial increase in non-recurring gains during the reporting period, driven by factors such as the disposal of old vessels yielding good returns and the acquisition of Antong Holdings shares, which will start being accounted for using the equity method in the fourth quarter [1] - The dry bulk and ro-ro (roll-on/roll-off) fleets are expected to experience a temporary decline in operating profits during the reporting period [1]

Core Viewpoint - The company, China Merchants Energy Shipping Company (招商轮船), expects a significant increase in its net profit for the fiscal year 2025, driven by market recovery and non-recurring gains [1] Financial Performance - The company anticipates a net profit attributable to shareholders of between RMB 600 million and RMB 660 million for 2025, representing a year-on-year growth of 17% to 29% [1] - For the fourth quarter of 2025, the expected net profit attributable to shareholders is projected to increase by RMB 962 million to RMB 1,562 million, with a growth rate of 55% to 90% [1] - The expected net profit excluding non-recurring gains for 2025 is estimated to be between RMB 500.5 million and RMB 560.5 million, showing a slight year-on-year change of -0.2% to 12% [1] - In the fourth quarter of 2025, the net profit excluding non-recurring gains is expected to rise by RMB 377 million to RMB 977 million, with an increase of 22% to 57% compared to the same period last year [1] Growth Drivers - The anticipated growth in 2025 is primarily attributed to the following factors: 1. The oil tanker fleet is expected to capitalize on market recovery opportunities, with operating profits in the fourth quarter projected to increase by 200% to 230% year-on-year [1] 2. Significant growth in non-recurring gains is expected due to various factors, including profitable disposal of old vessels and fair value changes from the acquisition of Antong shares, which will start being accounted for using the equity method in the fourth quarter [1] 3. The dry bulk and ro-ro fleets are expected to experience a temporary decline in operating profits during the reporting period [1]

Core Viewpoint - The company expects a net profit attributable to shareholders of 6 billion to 6.6 billion yuan for the year 2025, representing a year-on-year growth of 17% to 29% [1] Group 1: Profit Growth Drivers - The anticipated growth in 2025 is primarily due to the oil tanker fleet capitalizing on market recovery, with expected operating profit in the fourth quarter projected to increase by 200% to 230% year-on-year [1] - The company expects a significant increase in non-recurring income during the reporting period, driven by factors such as the disposal of old vessels yielding good returns and the acquisition of Antong Holdings shares, which is expected to realize fair value changes in the third quarter and will be accounted for using the equity method starting in the fourth quarter [1] - The dry bulk and ro-ro fleet is expected to experience a temporary decline in operating profit during the reporting period [1]

智通财经APP讯，招商轮船(601872.SH)发布公告，公司预计2025年度实现归属于上市公司股东的净利 润为60亿元至66亿元，同比增长17%至29%。 公司2025年度业绩预计出现增长的主要原因为：1、油轮船队抓住市场复苏机遇，第四季度经营利润同 比预计增加200-230%。2、受益于多种因素，报告期预计实现的非经常性收益大幅增长，主要包括处置 老旧船舶实现良好收益、收购安通股份股票三季度实现公允价值变动收益(四季度开始按权益法核算) 等;3、干散货船队、滚装船队预计报告期经营利润阶段性有所下滑。 ...

Core Viewpoint - The company, China Merchants Energy Shipping Company (招商轮船), expects a significant increase in net profit for the fiscal year 2025, projecting a range of 6 billion to 6.6 billion yuan, which represents a year-on-year growth of 17% to 29% [1] Financial Performance - The company anticipates that the net profit attributable to shareholders in the fourth quarter of 2025 will increase by 962 million to 1.562 billion yuan, reflecting a growth of 55% to 90% compared to the same period last year [1] - The operating profit of the tanker fleet has seen substantial growth year-on-year, capitalizing on the market recovery [1] Non-Recurring Income - There has been a notable increase in non-recurring income, primarily due to the disposal of old vessels, which yielded significant returns, as well as gains from changes in the fair value of previous stock investments [1] Segment Performance - The operating profits of the dry bulk fleet and the roll-on/roll-off fleet have experienced a temporary decline during the reporting period [1]

Core Viewpoint - The company, China Merchants Energy Shipping Company (招商轮船), expects a significant increase in its net profit for the fiscal year 2025, driven by market recovery and non-recurring gains from asset disposals and investments [1] Financial Performance Summary - The company anticipates a net profit attributable to shareholders of between RMB 600 million and RMB 660 million for 2025, representing a year-on-year growth of 17% to 29% [1] - For the fourth quarter of 2025, the expected net profit attributable to shareholders is projected to increase by RMB 962 million to RMB 1,562 million, reflecting a growth rate of 55% to 90% compared to the same period last year [1] - The net profit excluding non-recurring gains is expected to be between RMB 500.5 million and RMB 560.5 million, showing a slight decline of 0.2% to an increase of 12% year-on-year [1] - In the fourth quarter, the net profit excluding non-recurring gains is projected to rise by RMB 377 million to RMB 977 million, indicating an increase of 22% to 57% year-on-year [1] Growth Drivers - The anticipated growth in 2025 is primarily attributed to the oil tanker fleet capitalizing on market recovery, with expected operating profits in the fourth quarter increasing by 200% to 230% year-on-year [1] - The company expects a substantial increase in non-recurring gains during the reporting period, driven by the disposal of old vessels and gains from the acquisition of Antong Holdings stock, which will start being accounted for using the equity method in the fourth quarter [1] - The dry bulk and ro-ro (roll-on/roll-off) fleets are expected to experience a temporary decline in operating profits during the reporting period [1]