人民财讯1月15日电，三美股份（603379）1月15日公告，公司预计2025年度实现归属于上市公司股东的 净利润为19.9亿元到21.5亿元，同比增长155.66%到176.11%。报告期内，公司氟制冷剂产品均价同比大 幅上涨，营业收入及毛利率水平同步增长，盈利能力稳步提升。 ...

2025年，第二代氟制冷剂(HCFCs)生产配额进一步削减，第三代氟制冷剂(HFCs)继续实行生产配额管 理，竞争格局持续优化，主流制冷剂品种的下游需求稳步增长，市场价格稳步上行。报告期内，公司氟 制冷剂产品均价同比大幅上涨，营业收入及毛利率水平同步增长，盈利能力稳步提升。 智通财经APP讯，三美股份(603379.SH)发布公告，公司预计2025年年度实现归属于上市公司股东的净 利润为19.9亿元到21.5亿元，同比增长155.66%到176.11%。 ...

Core Viewpoint - Sanmei Co., Ltd. (603379.SH) expects a significant increase in net profit for the year 2025, projecting a range of CNY 1.99 billion to CNY 2.15 billion, representing a year-on-year growth of 155.66% to 176.11% [1] Financial Performance - The company anticipates a net profit attributable to shareholders after deducting non-recurring gains and losses to be between CNY 1.975 billion and CNY 2.134 billion, indicating a year-on-year increase of 163.82% to 185.09% [1] - The average price of fluorinated refrigerants has significantly increased year-on-year, contributing to a rise in operating revenue and gross profit margin, thereby enhancing profitability [1] Industry Outlook - In 2025, the production quota for second-generation fluorinated refrigerants (HCFCs) will be further reduced, while the third-generation fluorinated refrigerants (HFCs) will continue to be managed under production quotas, leading to an optimized competitive landscape [1] - The steady growth in downstream demand for mainstream refrigerant varieties is expected to support a gradual increase in market prices [1]

证券代码：603379 证券简称：三美股份 公告编号：2026-008 浙江三美化工股份有限公司 （二）业绩预告情况 1、经公司财务中心初步测算，预计 2025 年年度实现归属于上市公司股东的 净利润为 199,038.46 万元到 214,961.54 万元，与上年同期（法定披露数据）相比， 将增加 121,184.80 万元到 137,107.88 万元，同比增长 155.66%到 176.11%。 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法律责任。 重要内容提示： 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。 浙江三美化工股份有限公司（以下简称"公司"）预计 2025 年年度实现 归属于上市公司股东的净利润为 199,038.46 万元到 214,961.54 万元，与上年同期 相比，将增加 121,184.80 万元到 137,107.88 万元，同比增长 155.66%到 176.11%。 公司预计 2025 年年度实现归属于上市公司股东的扣除非经常性损益的 ...

21智讯1月15日电，三美股份公告，预计2025年全年归属于上市公司股东的净利润为19.90亿元—21.50亿 元，同比预增155.66%—176.11%；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19.75亿元—21.34亿元，同比预增163.82%—185.09%；主要变动原因为：2025年，第二代氟制冷剂 （HCFCs）生产配额进一步削减，第三代氟制冷剂（HFCs）继续实行生产配额管理，竞争格局持续优 化，主流制冷剂品种的下游需求稳步增长，市场价格稳步上行。报告期内，公司氟制冷剂产品均价同比 大幅上涨，营业收入及毛利率水平同步增长，盈利能力稳步提升。预计公司2025年年度非经常性损益金 额为1,570.00万元，主要包括政府补助、投资收益、资产处置损益等。预计非经常性损益合计比上年同 期将减少1,434.04万元。 ...

每经AI快讯，1月15日，三美股份（603379）(603379.SH)发布2025年度业绩预告，预计归属于上市公司 股东的净利润为19.90亿元~21.50亿元，与上年同期相比增加12.12亿元~13.71亿元，同比增长 155.66%~176.11%。2025年，第二代氟制冷剂(HCFCs)生产配额进一步削减，第三代氟制冷剂(HFCs)继 续实行生产配额管理，竞争格局持续优化，主流制冷剂品种的下游需求稳步增长，市场价格稳步上行。 报告期内，公司氟制冷剂产品均价同比大幅上涨，营业收入及毛利率水平同步增长，盈利能力稳步提 升。 ...

三美股份公告，预计2025年年度实现归属于上市公司股东的净利润为19.9亿元到21.5亿元，与上年同期 相比，将增加12.12亿元到13.71亿元，同比增长155.66%到176.11%。预计公司2025年年度实现归属于上 市公司股东的扣除非经常性损益的净利润为19.75亿元到21.34亿元，与上年同期相比，将增加12.26亿元 到13.85亿元，同比增长163.82%到185.09%。 ...

Core Viewpoint - The China Securities 500 Growth ETF (Hua Xia, 159620) has shown a positive performance with a 2.30% increase, reaching a price of 1.291 yuan, and a trading volume of 582,000 yuan as of the midday close on January 14 [1] Group 1: ETF Performance - The China Securities 500 Growth ETF (Hua Xia, 159620) has a year-to-date return of 26.34% since its inception on July 19, 2022 [1] - The ETF has achieved a return of 9.61% over the past month [1] Group 2: Top Holdings Performance - Among the top holdings, Changchuan Technology increased by 6.39%, Ecovacs by 1.92%, and BeiGene by 1.20% [1] - Other notable performances include Guanghe Technology rising by 1.90%, Amlogic increasing by 3.40%, and Rockchip gaining 2.73% [1] - Hengxuan Technology saw a significant increase of 4.54%, while Ninebot Company experienced a slight decline of 0.18% [1]

化工板块今日（1月12日）深度回调，反映化工板块整体走势的化工ETF（516020）开盘后迅速走弱， 而后持续低位震荡，截至发稿，场内价格跌1.21%。 成份股方面，磷化工、氟化工、锂电等板块部分个股跌幅居前。截至发稿，和邦生物大跌超5%，兴发 集团、巨化股份、三美股份等多股跌超3%，拖累板块走势。 | | | 分时 多日 1分 5分 15分 30分 60分 日 周 ▼ | | | | | | F9 盘前盘玩 图加 九转 测试 工具 (6 2 > | | 化工ETF O | | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.92 | | | | | 516020(化工ETF) 10:54 价 0.896 源跌 -0.011(-1.21%) 均价 0.900 成交量 975 IOPV 0.8973 | | | | | 0.896 | | | -0.011 -1.21% | | 0.914 | | | | | | | | | | SSE CNY 10:54:5 ...

Core Viewpoint - The fluorochemical industry index underperformed compared to the broader chemical and stock market indices in December, indicating a weaker performance in the sector [2][3]. Group 1: Market Performance - As of December 31, the Shanghai Composite Index was at 3968.84 points, up 2.06% from November 28, while the CSI 300 Index rose 2.28% to 4629.94 points [2]. - The Shenwan Chemical Index increased by 4.43% to 4372.39 points, whereas the fluorochemical index rose only 1.89% to 2018.62 points, underperforming the Shenwan Chemical Index by 2.54 percentage points [2]. Group 2: Price Trends - In the first quarter, mainstream refrigerant long-term contract prices are expected to continue rising, with R32 contracts priced at 61,200 yuan/ton (up 1.66%) and R410A at 55,100 yuan/ton (up 3.57%) compared to Q4 2025 [2]. - R134a prices increased to 58,000 yuan/ton, R125 to 47,500 yuan/ton, and R410A to 54,500 yuan/ton, reflecting a month-on-month increase of 2,500 yuan/ton and 1,500 yuan/ton respectively [3]. Group 3: Production and Demand - Domestic air conditioning production is projected to grow by 11% year-on-year in January 2026, with January production at 7.86 million units (up 8.9%) and February at 6.48 million units (down 12.0%) [4]. - The liquid cooling technology is driving demand for fluorinated liquids and refrigerants, as traditional cooling methods reach their limits [4]. Group 4: Industry Developments - PVDF prices are rising due to increased production costs and improved supply-demand dynamics, with mainstream prices for different grades ranging from 54,000 to 60,000 yuan/ton [5]. - Key industry news includes mergers and expansions by companies like Dongyangguang and Dongyue Group, indicating ongoing consolidation and growth in the sector [5]. Group 5: Investment Recommendations - The tightening of refrigerant quotas is expected to maintain a balance in supply and demand for mainstream refrigerants like R32, R134a, and R125, suggesting potential for price increases [6]. - Companies with strong infrastructure and advanced technology in the fluorochemical sector, such as Juhua Co., Dongyue Group, and Sanmei Co., are recommended for investment [6].