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Industry Overview - The home building materials industry is experiencing a significant downturn, with many listed companies reporting declines in net profit or losses for 2025, reflecting common challenges faced across the sector [1] - The ongoing slump in the real estate market is the primary factor affecting demand for home building materials, leading to reduced engineering orders and weak retail market demand, which in turn has resulted in sales revenues falling short of expectations [1] - Intense market competition has pressured product prices, and the slow recovery of end-consumer spending has eroded gross margins for many companies [1] - Some companies have made substantial asset impairment provisions based on asset recoverability and industry outlook adjustments, further dragging down current profits [1] - Many companies are proactively implementing measures such as executive salary reductions, optimizing channels, and advancing global capacity layouts to improve efficiency [1] Company-Specific Insights - Mona Lisa (002918.SZ) expects a net profit of 45 million to 66 million yuan for 2025, a decline of 47.18% to 63.99% year-on-year, primarily due to intense competition and reduced orders from the real estate sector [3] - ILO Home (603326.SH) anticipates a net profit of 171 million to 190 million yuan for 2025, representing a year-on-year increase of 40.78% to 56.42%, driven by a differentiated brand strategy and improved retail operations [4] - Red Star Macalline (601828.SH) expects to report a loss for 2025, attributed to the ongoing downturn in the real estate market and a significant decline in rental income [4] - Jinyu Group (601992.SH) forecasts a loss of 900 million to 1.2 billion yuan for 2025, impacted by the downturn in the building materials and real estate sectors [5] - Haolaike (603898.SH) projects a net profit of 13.5 million to 20 million yuan for 2025, a decrease of 75.16% to 83.23% year-on-year, due to a sluggish home consumption market [5] - Qu Mei Home (603818.SH) expects a net loss of 110 million to 75 million yuan for 2025, with a reduction in losses compared to the previous year [6] - Songlin Technology (603992.SH) anticipates a net profit of 180 million to 210 million yuan for 2025, a decrease of 52.96% to 59.68% year-on-year, affected by macroeconomic challenges and trade tensions [6] - Meike Home (600337.SH) is also expected to report a negative net profit for 2025, influenced by macroeconomic fluctuations and insufficient market demand [7]

长江商报消息 ●长江商报记者 徐阳 在定制家居行业整体承压背景下，我乐家居（603326.SH）盈利实现了逆势增长。 1月18日晚，我乐家居公告，2025年度预计实现归属于母公司所有者的扣除非经常性损益的净利润（以 下简称"扣非净利润"）1.5亿至1.7亿元，同比增加72.73%至95.76%。 对于2025年业绩大涨，我乐家居称，主要因为公司践行中高端品牌差异化战略，优化渠道与业务结构、 推进零售体系建设，深化内部精益化管理。 近年来，我乐家居聚焦中高端市场的差异化竞争，坚持产品创新与运营提效，持续巩固市场地位，扩大 竞争优势，助力公司高质量发展。 同时，我乐家居积极与股东共享发展成果。公司于2017年上市，仅在IPO时进行过募资。从2017年至 2025年前三季度，公司累计实施分红9次，分红总额达5.62亿元，占同期累计归母净利润的52.53%，为 融资额的1.4倍。 2025年预计归母净利超1.71亿 值得一提的是，在经营发展过程中，我乐家居始终坚持稳定可持续的分红政策。数据显示，公司上市后 仅在2021年亏损当年未分红，其他年度均保持良好的分红回报股东。从2017年至2025年前三季度，公司 累计实施 ...

北京商报讯(记者翟枫瑞)1月19日，南京我乐家居（603326）股份有限公司(以下简称"我乐家居")发布 2025年度业绩预增公告称，经财务部门初步测算，预计2025年度实现归属于母公司所有者的净利润1.71 亿元至1.90亿元，与上年同期(法定披露数据)相比，将增加4953.39万元至6853.39万元，同比增加40.78% 至56.42%。预计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1.50亿元至1.70亿元， 与上年同期(法定披露数据)相比，将增加6316.01万元至8316.01万元，同比增加72.73%至95.76%。 我乐家居表示，报告期内，公司坚定践行中高端品牌差异化战略，持续优化渠道布局与业务结构，全面 推进零售体系建设，有效提升终端运营能力，经销业务实现稳健增长。同时，公司深化内部精益化管 理，通过提升组织效能、强化费用管控等多重举措，推动运营效率持续改善，助力经营业绩稳步提升。 ...

Group 1 - New stock subscriptions: Agricultural University Technology subscription code 920159, issue price 25 yuan/share, subscription limit 720,000 shares. Zhenstone Co. subscription code 780112, issue price 11.18 yuan/share, subscription limit 54,500 shares [6] - The China Securities Regulatory Commission (CSRC) held a system work meeting on January 15, 2026, emphasizing the need to maintain market stability and enhance monitoring and regulation to prevent market volatility [7] - The CSRC is investigating Rongbai Technology for misleading statements regarding a major contract, which the company estimated at a total of 120 billion yuan with CATL [9] Group 2 - Minexplosion Optoelectronics plans to acquire Xiamen Zhizhi Precision and Jiangxi Maida, both focusing on core consumables in PCB manufacturing [10] - Yanjing Co. intends to purchase 98.54% equity of Yongqiang Technology, expanding its business into high-end electronic interconnection materials for integrated circuits [11] - Qizhong Technology plans to invest 50 million yuan in a stake in He Xin Integrated, a company in the advanced packaging and testing field [12] Group 3 - Tianyuan Intelligent's actual controller and chairman, Wu Yizhong, has been detained [14] - Tian Tie Technology's actual controller, Xu Jiding, has had his compulsory measures changed to bail pending trial [15] - Guolian Minsheng expects a net profit increase of approximately 406% year-on-year for 2025 [16] Group 4 - Oke Yi anticipates a net profit increase of 67.53% to 91.96% year-on-year for 2025 [17] - I Love Home expects a net profit increase of 40.78% to 56.42% year-on-year for 2025 [17] - Longi Green Energy expects a net profit loss of 6 billion to 6.5 billion yuan for 2025 [17]

Core Viewpoint - The company forecasts a significant increase in net profit for the year 2025, with expectations of a rise of 40.78% to 56.42% compared to the previous year, driven by strategic initiatives and operational improvements [2][4]. Group 1: Performance Forecast - The company anticipates a net profit attributable to shareholders of the parent company between 171 million to 190 million yuan for 2025, an increase of 49.53 million to 68.53 million yuan compared to the previous year [2][4]. - The expected net profit, excluding non-recurring gains and losses, is projected to be between 150 million to 170 million yuan, reflecting an increase of 63.16 million to 83.16 million yuan year-on-year [2][4]. Group 2: Previous Year Performance - In the previous year (2024), the net profit attributable to shareholders of the parent company was 121.47 million yuan, while the net profit excluding non-recurring gains and losses was 86.84 million yuan [6]. Group 3: Reasons for Performance Increase - The increase in performance is attributed to the company's commitment to a differentiated strategy for mid-to-high-end brands, optimization of channel layout and business structure, and the advancement of retail system construction, which collectively enhanced operational capabilities and led to steady growth in distribution business [8]. - Additionally, the company has implemented lean management practices to improve organizational efficiency and strengthen cost control, contributing to the overall improvement in operational efficiency [8].

Core Viewpoint - The annual report disclosure season is approaching, with several companies releasing their performance forecasts for 2025, showing mixed results in terms of profit expectations. Group 1: Companies with Profit Increases - Iola Home is expected to achieve a net profit of approximately 171 million to 190 million yuan, representing a growth of 40.78% to 56.42% [2] - Guolian Minsheng anticipates a net profit of about 2.008 billion yuan, with a significant increase of 406% [4] - Okoyi expects a net profit of around 96 million to 110 million yuan, reflecting a growth of 67.53% to 91.96% [5] - Rui Ming Technology forecasts a net profit of approximately 37 million to 40 million yuan, indicating a growth of 27.58% to 37.92% [2] - Iola Home's strategic focus on mid-to-high-end brand differentiation and channel optimization has led to improved operational efficiency and steady growth in performance [6] Group 2: Companies with Continued Losses - Longi Green Energy predicts a net loss of 6 billion to 6.5 billion yuan, citing ongoing challenges in the photovoltaic industry, including supply-demand mismatches and rising costs [2][3] - Tongwei Co. expects a net loss of approximately 9 billion to 10 billion yuan, with losses exacerbated by low market prices and increased costs in its industrial silicon and battery businesses [3] - Tiandi Source anticipates a net loss of 900 million to 1.35 billion yuan, impacted by the overall real estate market conditions and inventory impairment [4] - The company has indicated that its revenue and gross profit contributions are decreasing due to reduced sales and project completions [4] - Longi Green Energy's operational challenges are attributed to low operating rates and increased costs from raw materials, leading to sustained losses in 2025 [2]

证券代码：603326 证券简称：我乐家居 公告编号：2026-001 南京我乐家居股份有限公司 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个别及连带责任。 重要内容提示： 1、业绩预告适用情形：实现盈利，且净利润与上年同期相比上升50%以上。 2、经财务部门初步测算，预计2025年度实现归属于母公司所有者的净利润17,100.00万元至19,000.00万 元，与上年同期（法定披露数据）相比，将增加4,953.39万元至6,853.39万元，同比增加40.78%至 56.42%。 3、预计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15,000.00万元至17,000.00万 元，与上年同期（法定披露数据）相比，将增加6,316.01万元至8,316.01万元，同比增加72.73%至 95.76%。 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年度实现归属于母公司所有者的净利润17,100. ...

Core Viewpoint - The article discusses the earnings forecasts for several listed companies, highlighting a mixed performance with some companies expecting profit increases while others anticipate continued losses in 2025 [1]. Group 1: Earnings Forecasts - ILe Home is expected to achieve a net profit of approximately 171 million to 190 million yuan, representing a growth of 40.78% to 56.42% [2]. - Guolian Minsheng anticipates a net profit of about 2.008 billion yuan, with a significant increase of 406% [2]. - Longi Green Energy forecasts a net loss of 6 billion to 6.5 billion yuan, with a decline of 24.58% to 30.38% [2]. - Gui Guang Network expects a net loss of approximately 1.35 billion to 1.07 billion yuan, with a change of -24.51% to 1.31% [2]. - Ruiming Technology predicts a slight profit increase with a net profit of around 37 million to 40 million yuan, reflecting a growth of 27.58% to 37.92% [2]. - Aiko Solar anticipates a net loss of 1.9 billion to 1.2 billion yuan, with an increase of 64.28% to 77.44% [2]. - Okoyi expects a net profit of approximately 96 million to 110 million yuan, with a growth of 67.53% to 91.96% [2]. - Tiandi Source forecasts a net loss of 900 million to 1.35 billion yuan, with a change of -32.36% to 11.76% [2]. - Tongwei Co. anticipates a net loss of 9 billion to 10 billion yuan, with a decline of 27.86% to 42.07% [2]. - Lida New Materials expects a net loss of 36 million to 26 million yuan, with a change of -5.18% to 24.04% [2]. Group 2: Industry Challenges - Longi Green Energy cites ongoing supply-demand mismatches in the photovoltaic industry, persistent low-price competition, and rising costs of silver paste and silicon materials as key challenges impacting its performance [2]. - Tongwei Co. indicates that its silicon business is affected by production ramp-up and low market prices, leading to increased losses [3]. - Tiandi Source mentions that the overall real estate market conditions are negatively impacting its project sales and revenue [4]. Group 3: Positive Performers - Guolian Minsheng's significant profit increase is attributed to the acquisition of Minsheng Securities and growth in its securities investment and wealth management businesses [4]. - Okoyi's profit growth is driven by rising prices of raw materials and successful product upgrades in its hard alloy tool segment [5]. - ILe Home's profit increase is linked to its differentiated brand strategy and improved operational efficiency [6].

Core Viewpoint - The company, Iolo Home (603326.SH), expects to achieve a net profit attributable to shareholders of the parent company between 171 million yuan and 190 million yuan for the fiscal year 2025, representing a year-on-year increase of 40.78% to 56.42% [1] Group 1 - The company is committed to implementing a differentiated strategy for mid-to-high-end brands [1] - Continuous optimization of channel layout and business structure is a key focus during the reporting period [1] - The company is advancing the construction of its retail system comprehensively, which has effectively enhanced terminal operational capabilities [1] Group 2 - The distribution business has achieved steady growth [1]