Workflow
MustangBattery(605378)
icon
Search documents
产品单价、出口退税率双双下滑,野马电池2025年净利最高预降70%
Shen Zhen Shang Bao· 2026-01-23 15:19
Core Viewpoint - Yema Battery (605378) forecasts a significant decline in net profit for the year 2025, estimating a drop of 58% to 70% compared to the previous year [1][4]. Financial Performance Summary - The company expects its net profit attributable to shareholders to be between 45.83 million and 64.17 million yuan for 2025, a decrease of 88.61 million to 106.94 million yuan from the previous year, representing a year-on-year decline of 58% to 70% [4]. - The forecasted net profit after excluding non-recurring gains and losses is projected to be between 38.62 million and 57.92 million yuan, down by 85.10 million to 104.41 million yuan from the previous year, indicating a decline of 59.50% to 73% [4]. - In the previous year, the company reported a total profit of 175.65 million yuan, with a net profit attributable to shareholders of 152.78 million yuan, and a net profit after excluding non-recurring gains and losses of 143.02 million yuan [4]. Reasons for Performance Changes - The decline in performance is attributed to increased market competition and industry trends, leading to a decrease in sales prices for some products [5]. - Rising commodity prices in the second half of 2025 are expected to exert pressure on the company's cost structure [5]. - Changes in export tax rebate policies, with the rebate rate dropping from 13% to 9%, have increased cost pressures in the export segment, contributing to a decrease in product gross margins [5]. - Fluctuations in the RMB exchange rate have also impacted performance, as the company's export products are priced in USD, and the appreciation of the RMB since April 2025 has led to reduced revenue when converted to RMB [5]. Recent Financial Results - For the first three quarters of 2025, the company reported revenue of 1.028 billion yuan, an increase of 8.15% year-on-year, while net profit attributable to shareholders was 54.66 million yuan, a decrease of 53.24% [6][7]. - In the third quarter alone, revenue was 443.44 million yuan, up 4.37% year-on-year, but net profit fell to 24.03 million yuan, down 50.58% [6][7]. - The operating cash flow for the first three quarters was 26.45 million yuan, reflecting a decline of 54.99% [9].
野马电池去年净利预降超58% 2021年上市光大证券保荐
Zhong Guo Jing Ji Wang· 2026-01-23 07:40
Group 1 - The core viewpoint of the news is that Yema Battery (605378.SH) has projected a significant decline in its net profit for the fiscal year 2025, estimating a decrease of 58.00% to 70.00% compared to the previous year [1] - Yema Battery expects its net profit attributable to shareholders to be between 45.83 million yuan and 64.17 million yuan for 2025, which represents a reduction of 88.61 million yuan to 106.94 million yuan year-on-year [1] - The company anticipates that its net profit after deducting non-recurring gains and losses will range from 38.62 million yuan to 57.92 million yuan, reflecting a decline of 59.50% to 73.00% compared to the previous year [1] Group 2 - Yema Battery raised a total of 587.45 million yuan through its initial public offering, with a net amount of 544.68 million yuan after deducting issuance costs [2] - The funds raised are intended for projects including the expansion and technological upgrade of alkaline zinc-manganese battery production, the establishment of a research and testing center, and the construction of a smart factory [2] - The total issuance costs for Yema Battery's IPO amounted to 42.77 million yuan, which includes underwriting and sponsorship fees of approximately 26.52 million yuan [2] Group 3 - The actual controller and chairman of Yema Battery, Chen Yijun, reduced his holdings by 1,761,000 shares between October 10 and November 13, 2025, with a total transaction value of approximately 41.50 million yuan [3] - The general manager, Yu Gufeng, sold 3,734,900 shares from October 9 to December 1, 2025, totaling around 89.43 million yuan [3] - Another actual controller and vice general manager, Chen Kejun, reduced his holdings by 1,855,000 shares during the same period as Chen Yijun, with a total value of about 43.62 million yuan [3]
野马电池预计2025年净利润同比下降58.00%至70.00%
Zheng Quan Ri Bao· 2026-01-23 04:15
Core Viewpoint - Zhejiang Yema Battery Co., Ltd. expects a significant decline in net profit for the year 2025, projecting a decrease of 58.00% to 70.00% compared to the previous year [2] Financial Performance - The company forecasts a net profit attributable to shareholders ranging from 45.83 million to 64.17 million yuan, a decrease of 88.61 million to 107 million yuan year-on-year [2] Reasons for Performance Decline - The decline in performance is attributed to increased market competition and industry development trends, leading to a decrease in sales prices for some products [2] - Rising commodity prices in the second half of the year have exerted additional cost pressure on the company [2] - Adjustments to export tax rebate policies at the end of 2024 have resulted in a lower export tax rebate rate for Yema Battery's products, increasing cost pressure in the export segment and reducing product gross margins [2] - Fluctuations in the RMB exchange rate have also negatively impacted the company's performance [2]
上能电气部分董事、高管计划减持;野马电池2025年净利同比预降|新能源早参
Mei Ri Jing Ji Xin Wen· 2026-01-22 23:11
Group 1 - The core point of the news is that several key stakeholders and management personnel of companies are planning to reduce their holdings, which may exert pressure on market sentiment and stock prices in the short term [1] Group 2 - Huamin Co. plans to introduce external investors through a capital increase in its subsidiary, which will help reduce debt risk and enhance operational stability [2] - The capital increase involves a debt-to-equity swap with a pre-investment valuation of 1 billion yuan, resulting in a change in ownership structure [2] Group 3 - Yema Battery expects a significant decline in net profit for 2025, projecting a decrease of 58% to 70% year-on-year due to increased market competition and rising commodity prices [3] - The company faces pressure on both revenue and cost sides, leading to a substantial compression of profit margins [3]
今日晚间重要公告抢先看——兆易创新预计2025年净利同比预增46%左右;白银有色称股票价格短期涨幅较大 存在交易风险
Jin Rong Jie· 2026-01-22 13:26
Major Announcements - Zhaoyi Innovation plans to use 500 million CNY of A-share fundraising to increase capital in its wholly-owned subsidiaries for the implementation of the DRAM project [1] - Haiguang Information's mid-2025 profit distribution plan includes a cash dividend of 0.09 CNY per share, totaling 209 million CNY [2] - *ST Biology has terminated the major asset restructuring plan to acquire 51% of Hunan Huize Biomedical Technology Co., Ltd. [3] - Fosun Pharma intends to spin off its subsidiary Fosun Antigen for independent listing on the Hong Kong Stock Exchange [4] - Jingchen Co. has set the inquiry transfer price at 82.85 CNY per share for the transfer of 13.1 million shares [5] Performance Forecasts - Zhaoyi Innovation expects a net profit of approximately 1.61 billion CNY for 2025, a year-on-year increase of about 46% [9] - Longying Precision anticipates a net profit decrease of 17.70% to 29.36% for 2025, estimating between 545 million CNY and 635 million CNY [9] - Ruichuang Micro-Nano forecasts a net profit of around 1.1 billion CNY for 2025, representing a 93% increase [10] - Nanjing Bank projects a net profit of 21.81 billion CNY for 2025, an 8.08% increase year-on-year [11] - Zhongyuan Co. expects a net profit increase of 80% to 105% for 2025, estimating between 139 million CNY and 158 million CNY [12] - Qiangyi Co. anticipates a net profit increase of 57.87% to 71.17% for 2025, estimating between 368 million CNY and 399 million CNY [13] - Liard expects a net profit of 300 million CNY to 380 million CNY for 2025, turning from a loss of 889 million CNY in the previous year [14] - Daheng Technology forecasts a net profit of approximately 106 million CNY for 2025, also turning from a loss [16] - Dongfeng Co. anticipates a net loss of 390 million CNY to 480 million CNY for 2025 [17] - Qing Song Co. expects a net profit increase of 137.73% to 201.74% for 2025, estimating between 130 million CNY and 165 million CNY [18] - SIRUI Co. forecasts a net profit of 165 million CNY to 184 million CNY for 2025, turning from a loss [19] - Shengmei Shanghai expects a revenue increase of 18.91% to 22.47% for 2025, estimating between 6.68 billion CNY and 6.88 billion CNY [20] - Yijun Co. anticipates a net loss of 11 million CNY to 14 million CNY for 2025 [21] - Saint Yuan Environmental Protection expects a net profit increase of 31.79% to 59.24% for 2025, estimating between 240 million CNY and 290 million CNY [22] - Lijun Co. forecasts a net profit decrease of 45.05% to 60.03% for 2025, estimating between 4.8 million CNY and 6.6 million CNY [23] - Xingqi Eye Medicine expects a net profit increase of 95.82% to 121.56% for 2025, estimating between 662 million CNY and 749 million CNY [25] - Beidou Star expects a net loss of 230 million CNY to 290 million CNY for 2025, reducing losses compared to the previous year [26] - Yiling Pharmaceutical anticipates a net profit of 1.2 billion CNY to 1.3 billion CNY for 2025, turning from a loss of 725 million CNY [27] - Zhijiang Bio forecasts a net loss of 32 million CNY to 47 million CNY for 2025, reducing losses compared to the previous year [28] - Yema Battery expects a net profit decrease of 58% to 70% for 2025, estimating between 45.83 million CNY and 64.17 million CNY [29] - Yunmei Energy anticipates a net loss of 410 million CNY to 470 million CNY for 2025 [30] - Yingfang Micro expects a net loss of 69 million CNY to 97 million CNY for 2025 [31] - Guanghua Technology forecasts a net profit of 85 million CNY to 120 million CNY for 2025, turning from a loss [33] Share Buybacks - Hengyi Petrochemical plans to repurchase shares worth 500 million CNY to 1 billion CNY [34] - Yunyi Electric plans to repurchase shares worth 100 million CNY to 150 million CNY [34] - Xidun Pharmaceutical plans to repurchase shares worth 25 million CNY to 50 million CNY [35]
野马电池(605378.SH)发预减,预计2025年度归母净利润同比下降58%至70%
智通财经网· 2026-01-22 10:43
Core Viewpoint - Yema Battery (605378.SH) forecasts a significant decline in net profit for the year 2025, projecting a range of 45.83 million to 64.17 million yuan, which represents a decrease of 88.61 million to 106.94 million yuan compared to the previous year, indicating a year-on-year decline of 58% to 70% [1] Group 1: Financial Performance - The company expects net profit attributable to shareholders to be between 45.83 million and 64.17 million yuan for 2025 [1] - This forecast reflects a substantial decrease of 88.61 million to 106.94 million yuan compared to the previous year's statutory disclosure [1] - The anticipated decline in profit is projected to be between 58% and 70% year-on-year [1] Group 2: Market and Industry Impact - The company has experienced a decrease in the sales price of some products due to market competition and industry development trends [1] - Rising commodity prices in the second half of 2025 are expected to exert pressure on the company's cost structure [1] - A recent adjustment in export tax rebate policies has reduced the export tax rebate rate for battery products from 13% to 9%, increasing cost pressures in the export segment [1] - This change has contributed to a decline in product gross margins year-on-year [1]
野马电池发预减,预计2025年度归母净利润同比下降58%至70%
Zhi Tong Cai Jing· 2026-01-22 10:43
野马电池(605378)(605378.SH)发布2025年度业绩预告,预计2025年度实现归属于母公司所有者的净 利润为4,583.25万元至6,416.55万元,与上年同期(法定披露数据)相比,预计将减少8,860.96万元至 10,694.26万元,同比下降58%至70%。 2024年12月我国对部分出口产品的退税政策进行了相关调整,报告期内公司出口电池产品的出口退税率 为9%,较上期出口退税率13%有所下降,这一变化使得公司在出口环节的成本压力有所增加,产品毛 利率同比下降。 报告期内,受市场竞争及行业发展趋势的影响,公司部分产品的销售单价有所下降,同时2025年下半年 随着大宗商品价格持续走高,对公司成本端构成一定压力。 ...
野马电池:预计2025年全年归属净利润盈利4583.25万元至6416.55万元
Sou Hu Cai Jing· 2026-01-22 10:31
证券之星消息,野马电池发布业绩预告,预计2025年全年归属净利润盈利4583.25万元至6416.55万元。 公告中解释本次业绩变动的原因为: 非经营性损益对公司业绩没有重大影响。 (三)会计处理的影响。 会计处理对公司本期业绩预告没有重大影响。 (四)其他影响 公司不存在其他对本期业绩预告构成重大影响的因素。 (一)主营业务影响 1、报告期内,受市场竞争及行业发展趋势的影响,公司部分产品的销售单价有所下降,同时 2025 年下 半年随着大宗商品价格持续走高,对公司成本端构成一定压力。 2、2024 年 12 月我国对部分出口产品的退税政策进行了相关调整,报告期内公司出口电池产品的出口 退税率为 9%,较上期出口退税率 13%有所下降,这一变化使得公司在出口环节的成本压力有所增加, 产品毛利率同比下降。 3、人民币汇率波动。报告期内,公司出口产品以美元计价,2025 年 4 月以来,人民币兑美元持续升 值,导致折算成人民币的营业收入缩水。 (二)非经营性损益的影响 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 野马电池2025年三 ...
野马电池:预计2025年全年扣非后净利润盈利3861.66万元至5792.49万元
Sou Hu Cai Jing· 2026-01-22 10:31
证券之星消息,野马电池发布业绩预告,预计2025年全年扣非后净利润盈利3861.66万元至5792.49万 元。 (二)非经营性损益的影响 非经营性损益对公司业绩没有重大影响。 (三)会计处理的影响。 会计处理对公司本期业绩预告没有重大影响。 公告中解释本次业绩变动的原因为: (一)主营业务影响 1、报告期内,受市场竞争及行业发展趋势的影响,公司部分产品的销售单价有所下降,同时 2025 年下 半年随着大宗商品价格持续走高,对公司成本端构成一定压力。 2、2024 年 12 月我国对部分出口产品的退税政策进行了相关调整,报告期内公司出口电池产品的出口 退税率为 9%,较上期出口退税率 13%有所下降,这一变化使得公司在出口环节的成本压力有所增加, 产品毛利率同比下降。 3、人民币汇率波动。报告期内,公司出口产品以美元计价,2025 年 4 月以来,人民币兑美元持续升 值,导致折算成人民币的营业收入缩水。 (四)其他影响 公司不存在其他对本期业绩预告构成重大影响的因素。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 野马电池2025 ...
1月22日晚间重要公告一览
Xi Niu Cai Jing· 2026-01-22 10:08
Group 1 - Huakang Clean announced it is the first candidate for the bid of the Wuhan First Hospital expansion project with a bid amount of 54.88 million yuan and a construction period of 120 days [1] - Hualing Steel's subsidiary plans to invest 449.88 million yuan in a major overhaul project for its coking plant, aiming to address aging issues and restore production capacity over a 19-month construction period [2] - Yinjia Technology expects a net loss of 140 million to 110 million yuan for 2025, compared to a loss of 129 million yuan in the previous year [3] Group 2 - Guochuang High-tech forecasts a net profit of 16 million to 24 million yuan for 2025, recovering from a loss of 58.52 million yuan in the previous year [4] - Shiyi Da anticipates a net profit increase of 31 million to 46 million yuan for 2025, turning around from a loss of 23.41 million yuan last year [5] - Lijun Co. expects a net profit of 48 million to 66 million yuan for 2025, representing a decline of 45.05% to 60.03% compared to the previous year [7] Group 3 - Xindian Pharmaceutical plans to repurchase shares worth 25 million to 50 million yuan for employee stock ownership plans or equity incentives, with a maximum repurchase price of 42 yuan per share [6] - Jingchen Co. has set the initial transfer price for its shares at 82.85 yuan per share, with a total of 13.1 million shares to be transferred to 28 institutional investors [8] - Zejing Pharmaceutical received approval for clinical trials of its innovative cancer immunotherapy drug ZG005 in combination with platinum-based chemotherapy for advanced nasopharyngeal and esophageal squamous cell carcinoma [9] Group 4 - Xingqi Eye Medicine expects a net profit of 662 million to 749 million yuan for 2025, marking a growth of 95.82% to 121.56% compared to the previous year [10] - Liancheng Precision anticipates a net loss of 12 million to 17 million yuan for 2025, reducing its loss from 37.96 million yuan in the previous year [11] - Beidou Star expects a net loss of 230 million to 290 million yuan for 2025, improving from a loss of 350 million yuan last year [13] Group 5 - Qing Shan Paper's affiliate won a bid for a wastewater treatment project worth 51.9 million yuan [15] - Yiling Pharmaceutical forecasts a net profit of 1.2 billion to 1.3 billion yuan for 2025, recovering from a loss of 725 million yuan in the previous year [16] - Huahai Pharmaceutical received a drug registration certificate for its product used in treating depression and obsessive-compulsive disorder [23] Group 6 - Nanjing Panda expects a net profit of 10 million to 15 million yuan for 2025, turning around from a loss of 189 million yuan last year [40] - Rui Sheng Intelligent anticipates a net profit of 33.92 million to 38.40 million yuan for 2025, representing a growth of 112% to 140% compared to the previous year [41] - Jiechang Drive expects a net profit of 395 million to 437 million yuan for 2025, with a growth of 40% to 55% compared to the previous year [43]