Investment Rating - The report assigns a "Buy" rating to the company, indicating a potential upside in the stock price [6]. Core Insights - The company is expected to achieve a significant increase in net profit for 2025, with projections of RMB 120-130 million, representing a year-on-year growth of 61.0%-75.0%. The adjusted net profit is forecasted to be RMB 100-110 million, with a growth of 89.2%-107.4% [7]. - The automotive market is recovering, with total sales in China reaching 34.4 million units in 2025, a year-on-year increase of 9.4%, which is expected to drive growth in the company's chassis and lightweight business segments [9]. - The company is actively developing its planetary roller screw product line, with small-scale deliveries already made and positive customer feedback received. New production bases are being established in Shanghai, Jiangsu, and Thailand to enhance capacity and meet global customer demands [9]. Financial Summary - The company forecasts net profits of RMB 1.2 billion, RMB 1.7 billion, and RMB 2.7 billion for the years 2025, 2026, and 2027, respectively, with year-on-year growth rates of 71%, 42%, and 57% [9]. - Earnings per share (EPS) are projected to be RMB 0.4, RMB 0.5, and RMB 0.8 for the years 2025, 2026, and 2027, respectively, with corresponding price-to-earnings (P/E) ratios of 140, 99, and 63 [9]. - The company’s revenue is expected to grow from RMB 2.4 billion in 2025 to RMB 3.8 billion in 2027, reflecting a strong upward trend in sales [11].

Investment Rating - The report assigns a "Buy" rating to the company, indicating a potential upside in the stock price [6]. Core Insights - The company is expected to achieve a significant increase in net profit for 2025, with projections of RMB 120-130 million, representing a year-on-year growth of 61.0%-75.0%. The adjusted net profit is forecasted to be RMB 100-110 million, with a growth of 89.2%-107.4% [7]. - The company is actively developing its planetary roller screw products, which are anticipated to become a new growth driver. Production facilities are being established in Shanghai, Jiangsu, and Thailand to support this initiative [9]. - The earnings forecast for 2025, 2026, and 2027 has been revised upwards, with expected net profits of RMB 120 million, RMB 170 million, and RMB 270 million respectively, reflecting year-on-year growth rates of 71%, 42%, and 57% [9]. Company Overview - The company operates in the automotive industry, with a current A-share price of RMB 50.68 and a market capitalization of RMB 17.15 billion [2]. - Major shareholders include Jing Kun, holding 31.57% of the shares [2]. - The company has shown a stock price increase of 16.3% over the past month and 8.1% over the past three months [2]. Financial Performance - The company reported a net profit of RMB 51 million in 2023, with projections of RMB 71 million in 2024 and RMB 122 million in 2025, indicating a strong growth trajectory [11]. - The earnings per share (EPS) is expected to rise from RMB 0.14 in 2023 to RMB 0.36 in 2025, with a significant increase in the price-to-earnings (P/E) ratio from 364.5 in 2023 to 140.4 in 2025 [11]. Market Position - The company has a strong market presence in the automotive sector, with its product mix heavily weighted towards automotive chassis (64.1%) and air conditioning compressors (27.5%) [3]. - The automotive market in China is recovering, with total sales expected to reach 34.4 million vehicles in 2025, a year-on-year increase of 9.4% [9].

证券日报网讯 1月26日，北特科技发布公告称，公司预计2025年度实现归属于上市公司股东的净利润为 11，500万元至12，500万元，与上年同期相比将增加4，356.42万元至5，356.42万元，同比增加60.98% 到74.98%。 （文章来源：证券日报） ...

每经AI快讯，1月26日，北特科技公告称，预计2025年度实现归属于上市公司股东的净利润1.15亿元至 1.25亿元，同比增加60.98%到74.98%。 每经AI快讯，1月26日，北特科技公告称，预计2025年度实现归属于上市公司股东的净利润1.15亿元至 1.25亿元，同比增加60.98%到74.98%。 ...

智通财经APP讯，北特科技(603009.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1.15亿元至1.25亿元，与上年同期(法定披露数据)相比，将增加4,356.42万元至5,356.42万元，同比 增加60.98%到74.98%。 ...

格隆汇1月26日丨北特科技(603009.SH)公布，公司预计2025年度实现归属于上市公司股东的净利润为 1.15亿元至1.25亿元，与上年同期(法定披露数据)相比，将增加4356.42万元至5356.42万元，同比增加 60.98%到74.98%。 公司预计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1.04亿元到1.14亿元，与上 年同期(法定披露数据)相比，将增加4904.13万元至5904.13万元，同比增加89.23%到107.43%。 本期业绩预增的主要原因是2025年，中国汽车工业展现出强劲的发展韧性与活力，全年产销量再创历史 新高，分别完成3453.1万辆和3440万辆。在此背景下，公司各业务板块协同发展，整体营业收入实现持 续增长。随着规模效应的进一步释放，叠加内部管理的持续优化与成本管控的显效，公司盈利能力实现 稳步提升。 ...

证券代码：603009 证券简称：北特科技 公告编号：2026-007 上海北特科技集团股份有限公司 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。 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: ●本次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。 ●上海北特科技集团股份有限公司（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 11,500 万元至 12,500 万元，与上年同期（法 定披露数据）相比，将增加 4,356.42 万元至 5,356.42 万元，同比增加 60.98% 到 74.98%。 ●公司预计 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 10,400 万元到 11,400 万元，与上年同期（法定披露数据）相比，将增加 4,904.13 万元至 5,904.13 万元，同比增加 89.23%到 107.43%。 ●本次业绩预告数据未经注册会计师审计。 ...

北特科技公告称，预计2025年度实现归属于上市公司股东的净利润1.15亿元至1.25亿元，同比增加 60.98%到74.98%；扣非净利润1.04亿元到1.14亿元，同比增加89.23%到107.43%。2024年公司净利润为 7143.58万元，扣非净利润为5495.87万元。业绩预增因中国汽车产销创新高，公司各业务协同发展，营 收增长，叠加规模效应、管理优化和成本管控，盈利能力提升。预告未经审计，具体以年报为准。 ...

南财智讯1月26日电，北特科技公告，预计2025年全年归属于上市公司股东的净利润为1.15亿元—1.25亿 元，同比预增60.98%—74.98%；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 1.04亿元—1.14亿元，同比预增89.23%—107.43%；主要变动原因为：2025年，中国汽车工业展现出强 劲的发展韧性与活力，全年产销量再创历史新高，分别完成3453.1万辆和3440万辆。在此背景下，公司 各业务板块协同发展，整体营业收入实现持续增长。随着规模效应的进一步释放，叠加内部管理的持续 优化与成本管控的显效，公司盈利能力实现稳步提升。 ...

Core Viewpoint - Beite Technology is an automotive parts manufacturer with a well-established customer base, primarily serving the top 50 global automotive parts companies, and is focused on three main business segments: chassis components, aluminum lightweighting, and integrated thermal management [1] Group 1: Business Overview - The company has over 20 years of experience in metal precision processing, allowing it to develop various screw products in collaboration with clients, including planetary roller screws, ball screws, trapezoidal screws, and micro screws [1] - Key components produced by the company include nuts, planetary rollers, screws, and gear rings, which are primarily used in automotive rear steering, intelligent braking systems, and emerging markets represented by humanoid robots [1] Group 2: Market Conditions - The related supporting industries are still in the early stages of development, leading to uncertainties in downstream customers' product technical solutions, actual market demand, mass production timelines, scales, and pricing [1] - As of now, the final customers for the company's screw products remain uncertain, but this does not currently impact the company's performance [1]