证券日报网讯 2月25日，丽岛新材在互动平台回答投资者提问时表示，截至2026年2月13日，公司股东 人数为12393户。 （文章来源：证券日报） ...

Core Viewpoint - Lida New Materials (603937) has announced a projected net loss for 2025, estimating a loss between 26 million to 36 million yuan, primarily due to factors such as subsidiary capacity ramp-up, asset impairment, and convertible bond interest expenses [1][2]. Financial Performance - For the year 2025, the company expects a net profit attributable to shareholders of the parent company to be a loss of 26 million to 36 million yuan, with a non-recurring net profit loss projected between 31 million to 43 million yuan [2]. - The anticipated losses are mainly attributed to the ramp-up period of its subsidiary, Lida New Energy (Anhui) Co., Ltd., which has resulted in higher unit costs, asset impairment losses, declining processing fees, and interest expenses from convertible bonds [2]. Stock Performance - As of January 28, 2026, Lida New Materials' stock price increased by 2.04%, closing at 12.99 yuan per share, with a net inflow of 1.27 million yuan in main funds, although the stock remains influenced by market sentiment and industry adjustments [3]. - Since November 2025, the stock has experienced significant volatility, correlating with the overall performance of the non-ferrous metal sector [3]. Subsidiary Development - The losses from the Anhui subsidiary during its capacity ramp-up period are a major factor dragging down overall performance, necessitating close monitoring of future capacity release and cost control progress [4]. Industry Policy and Environment - In the long term, the aluminum industry is influenced by macroeconomic factors, such as the increasing penetration rate of electric vehicles potentially driving demand; however, challenges remain due to overcapacity and cost pressures, including fluctuations in alumina prices [5].

Group 1 - The core point of the article is that Lidao New Materials (603937) reported a total of 12,732 shareholders as of January 30, 2026 [1]

Group 1 - The core point of the article is that Lida New Materials (603937) reported a total of 13,199 shareholders as of January 20, 2026 [1]

Core Viewpoint - The company has had minimal product exports to the European Union (EU) over the past two years, with a small proportion of overall sales attributed to this market [1] Group 1: Revenue Contribution - The revenue from the EU region constitutes a small percentage of the company's total sales [1] Group 2: Sales Channels - The company primarily exports to EU customers through domestic entities [1] - The company is committed to actively expanding its overseas market presence while continuing to provide high-quality products and services [1]

Group 1 - The company has had sporadic product exports to the European Union over the past two years, which account for a small proportion of its overall sales revenue [2] - Sales to the EU market are primarily conducted through direct exports from domestic entities to EU customers [2] - The company plans to actively expand its overseas market and continue providing high-quality products and services [2]

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]

Core Viewpoint - Jiangsu Lidao New Materials Co., Ltd. expects a net loss attributable to shareholders of the parent company for the year 2025, ranging from -26 million to -36 million yuan [1][2]. Group 1: Performance Forecast - The company anticipates a net profit attributable to shareholders of the parent company for 2025 to be between -26 million and -36 million yuan [2]. - The expected net profit, excluding non-recurring gains and losses, is projected to be between -31 million and -43 million yuan [3]. - The performance forecast period is from January 1, 2025, to December 31, 2025 [1]. Group 2: Previous Year Performance - In the same period last year, the total profit was -28.2011 million yuan, with a net loss attributable to shareholders of the parent company of -34.2265 million yuan [5]. - The net profit, after excluding non-recurring gains and losses, was -40.2667 million yuan [5]. - The earnings per share for the previous year were -0.16 yuan [6]. Group 3: Reasons for Current Performance Forecast - The subsidiary Lidao New Energy (Anhui) Co., Ltd. is in a ramp-up phase for its investment project, leading to higher unit costs and operational losses, which negatively impact net profit [7]. - The company has recognized asset impairment losses during the reporting period, affecting the current net profit [8]. - Increased competition and macroeconomic factors have led to a decline in processing fees, further impacting net profit [9]. - Interest expenses from convertible bonds have also contributed to the negative net profit [10].

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 - Lida New Materials (603937.SH) announced a forecast for its 2025 performance, predicting a net loss attributable to shareholders of the parent company between 26 million to 36 million yuan due to operational challenges faced by its subsidiary [1] Group 1: Financial Performance - The company expects a net profit loss of 26 million to 36 million yuan for the fiscal year 2025 [1] - The operational loss is primarily attributed to the subsidiary Lida New Energy (Anhui) Co., Ltd., which is currently in a ramp-up phase [1] Group 2: Operational Challenges - The subsidiary's production capacity is still increasing, leading to relatively small sales volume and high unit costs for products [1] - These factors have significantly impacted the overall profitability of the company [1]