Important Matters - Pritchard has achieved a significant breakthrough in LCP film technology, being the only company in China to do so, and is collaborating with overseas clients for applications in brain-computer interfaces [1] - Zhongtian Rocket's small guided rocket products primarily serve military trade, with product gross margins fluctuating between 35% and 40% [1] - CIMC's subsidiary is providing liquid oxygen storage tanks and other equipment in the commercial aerospace sector, with expected revenue and orders exceeding 100 million yuan by 2025 [1] - Gaode Infrared is supplying infrared detector cores for commercial aerospace and satellite applications [1] - Zhongfu Shenying's M55J-grade carbon fiber is undergoing application verification in satellite structural components [1] Investment and Operations - Dazhong Mining plans to invest 3.688 billion yuan in a 20 million tons per year lithium mining and selection project [1] - Zhongkuang Resources has commenced trial production for a high-purity lithium salt project with an annual output of 30,000 tons [1] - Cuiwei Co., Ltd. has indirectly invested 150 million yuan in Super Fusion through its subsidiary fund [1] - Huagong Technology has launched a self-developed silicon photonic chip for 1.6T optical modules [1] - Gaomei Co., Ltd. has formed small batch orders for composite tungsten wire tendon ropes [1] - Xinlitai's innovative drug SAL0145 injection has had its clinical trial application accepted [1] - Hengrui Medicine's innovative drug Rilaforpu α injection has been approved for market launch, with no similar products approved domestically or internationally [1] - Yifan Pharmaceutical's wholly-owned subsidiary has received a registration acceptance notice for Yihuang Decoction granules, with no similar products from the same prescription available domestically [1] Partnerships and Collaborations - Taisheng Wind Power has formed strategic partnerships with multiple arrow manufacturers [2] - Guangqi Technology's subsidiary has signed batch production contracts totaling 264 million yuan for metamaterials with four clients [2] - Lingyi Intelligent Manufacturing has reached a strategic cooperation agreement with Qiangnao Technology [2] Performance - Zhongke Lanyun expects a net profit increase of 367%-377% year-on-year in 2025, driven by significant fair value changes from investments in Moer Thread and Muxi Co., Ltd. [2] - Kangchen Pharmaceutical anticipates a net profit increase of 243%-315% year-on-year in 2025 [2] - Chuanjinno expects a net profit increase of 144%-173% year-on-year in 2025 [2] - Beifang Navigation forecasts a net profit increase of 86.32%-137.14% year-on-year in 2025 [2]

我国可控核聚变技术再迎新突破。 6股晚间公告业绩预增 1月7日晚间，16股发布2025年度业绩相关公告，其中川金诺、泉阳泉、北方导航、高能环境、康辰药业、中科蓝讯6股业绩预增，报喜比 例为37.5%。 从预告净利润同比增幅下限来看，中科蓝讯预计增幅最高，预计实现归母净利润14亿元—14.3亿元，同比大幅增长366.51%—376.51%。公 司表示，本报告期非经常性损益主要为投资摩尔线程和沐曦股份取得的公允价值变动，较上年有大幅增长，导致公司2025年度实现归母净 利润较上年大幅增长。数据显示，摩尔线程和沐曦股份上市以来较发行价分别上涨440.37%、477.07%。 截至目前，已有67股发布2025年度业绩相关公告，其中47股实现归母净利润同比增长或扭亏，报喜比例超过七成。 | 代码 | 简称 | 预告净利润同比 增长下限 | 申万行业 | 总市值 (亿元) | | --- | --- | --- | --- | --- | | | | (%) | | | | 688332 | 中科蓝讯 | 366.51 | 电子 | 161.25 | | 688796 | 百奥赛图 | 303.57 | 医药生物 | 2 ...

| 代码 | 简称 | 预告净利润同比 增长下限 | 申万行业 | 总市值 | | --- | --- | --- | --- | --- | | | | (%) | | (亿元) | | 688332 | 中科蓝讯 | 366.51 | 电子 | 161.25 | | 688796 | 百奧赛图 | 303.57 | 医药生物 | 223.18 | | 002010 | 传化智联 | 256.07 | 交通运输 | 171.37 | | 603590 | 康辰药业 | 243.00 | 医药生物 | 66.59 | | 300620 | 光库科技 | 152.00 | 通信 | 386.88 | | 600983 | 惠而浦 | 150.00 | 家用电器 | 77.72 | | 600189 | 泉阳泉 | 147.89 | 食品饮料 | 49.92 | | 300505 | 川金诺 | 144.24 | 基础化工 | 65.12 | | 002709 | 天赐材料 | 127.31 | 电力设备 | 925.22 | | 002258 | 利尔化学 | 113.62 | 基础化工 | 112.94 | ...

分行业来看，上述预增或扭亏的47股中，属于基础化工行业的最多，共7股；其次是机械设备、电子、有色金属，分别有6股、5股、4股。 6股晚间公告业绩预增 1月7日晚间，16股发布2025年度业绩相关公告，其中川金诺、泉阳泉、北方导航、高能环境、康辰药业、中科蓝讯6股业绩预增，报喜比 例为37.5%。 从预告净利润同比增幅下限来看，中科蓝讯预计增幅最高，预计实现归母净利润14亿元—14.3亿元，同比大幅增长366.51%—376.51%。公 司表示，本报告期非经常性损益主要为投资摩尔线程和沐曦股份取得的公允价值变动，较上年有大幅增长，导致公司2025年度实现归母净 利润较上年大幅增长。数据显示，摩尔线程和沐曦股份上市以来较发行价分别上涨440.37%、477.07%。 截至目前，已有67股发布2025年度业绩相关公告，其中47股实现归母净利润同比增长或扭亏，报喜比例超过七成。 从预告净利润同比增幅下限来看，中科蓝讯、百奥赛图、传化智联、康辰药业4股预告净利润同比增幅居前，均超过200%。 预计2025年度净利润增幅居前的个股 | 代码 | 简称 | 预告净利润同比 增长下限 | 申万行业 | 总市值 (亿元) | ...

Core Viewpoint - Beijing Kangchen Pharmaceutical Co., Ltd. anticipates a significant increase in net profit for the year 2025, projecting a rise of 243% to 315% compared to the previous year [2][4]. Group 1: Performance Forecast - The company expects to achieve a net profit attributable to shareholders of the parent company between 145 million yuan and 175 million yuan for the year 2025, an increase of 102.78 million yuan to 132.78 million yuan compared to the previous year [2][4]. - The forecasted net profit, excluding non-recurring gains and losses, is expected to be between 140 million yuan and 170 million yuan, representing an increase of 108.92 million yuan to 138.92 million yuan year-on-year [2][4]. Group 2: Previous Year’s Performance - In the previous year (2024), the total profit was 38.86 million yuan, with a net profit attributable to shareholders of the parent company of 42.22 million yuan, and a net profit excluding non-recurring gains and losses of 31.08 million yuan [6]. Group 3: Reasons for Performance Increase - The substantial increase in profit is attributed to the absence of goodwill impairment losses, which were incurred in the previous year due to the acquisition of the former Tai Ling Pharmaceutical International Co., Ltd. [8].

资金面上，该股今日主力资金净流入540.20万元，近5日资金净流入556.94万元。（数据宝） 康辰药业（603590）1月7日发布2025年业绩预增公告，预计实现净利润为1.45亿元~1.75亿元，净利润 同比增长243.00%~315.00%。 （文章来源：证券时报网） 证券时报·数据宝统计显示，康辰药业今日收于41.88元，上涨3.25%，日换手率为2.44%，成交额为1.60 亿元，近5日上涨3.51%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布后当日股 价上涨的占比68.75%，股价发布当日股价涨停的有1家。预告发布后5日股价上涨的占比75.00%。 ...

中科蓝讯：2025年净利同比预增366.51%-376.51% 高能环境：2025年净利同比预增55.66%-86.79% 川金诺：2025年净利同比预增144.24%—172.64% 泉阳泉：2025年净利同比预增147.89% 北方导航：2025年净利同比预增86.32%-137.14% 康辰药业：2025年净利同比预增243%-315% (本文来自第一财经) ...

针对业绩变动的原因，康辰药业表示，上年度，公司根据企业会计准则对收购原泰凌医药国际有限公司 （现更名：方恒医药国际有限公司）股权所形成的商誉计提商誉减值准备导致资产减值损失增加。本报 告期无计提商誉减值准备的影响。 北京商报讯（记者 丁宁）1月7日晚间，康辰药业（603590）发布2025年年度业绩预告显示，公司预计 2025年年度实现归属净利润为1.45亿元到1.75亿元，与上年同期（法定披露数据）相比，同比增加243% 到315%。 ...

Core Viewpoint - Kangchen Pharmaceutical (603590.SH) expects to achieve a net profit attributable to shareholders of the parent company between 145 million to 175 million yuan for the year 2025, representing a year-on-year increase of 243% to 315% [1] Financial Performance - The company reported that the previous year's financial results were negatively impacted by goodwill impairment losses due to the acquisition of the original Tai Ling Pharmaceutical International Co., Ltd. (now renamed Fangheng Pharmaceutical International Co., Ltd.) [1] - There will be no impact from goodwill impairment provisions in the current reporting period [1]

每经AI快讯，1月7日，康辰药业(603590.SH)公告称，公司发布2025年度业绩预告，预计归属于母公司 所有者的净利润为1.45亿元~1.75亿元，与上年同期相比增加243%~315%。上年度，公司根据企业会计 准则对收购原泰凌医药国际有限公司（现更名：方恒医药国际有限公司）股权所形成的商誉计提商誉减 值准备导致资产减值损失增加。本报告期无计提商誉减值准备的影响。 （文章来源：每日经济新闻） ...