Group 1 - Yongjie New Materials plans to acquire 100% equity of Aokening Qinhuangdao and 95% equity of Aokening Kunshan, which is expected to constitute a major asset restructuring [3] - Huadong Heavy Machine received a bid notification from India's Adani Group and signed contracts for several domestic intelligent port loading and unloading equipment projects, with a total amount of approximately 1.25 billion RMB [11] - Sitwei forecasts a net profit of 976 million to 1.031 billion RMB for 2025, representing a year-on-year increase of 149% to 162%, driven by increased smartphone collaborations and product innovations [12] Group 2 - XianDao Intelligent expects a net profit of 1.5 billion to 1.8 billion RMB for 2025, reflecting a growth of 424.29% to 529.15%, supported by a recovery in the global power battery market and increased order volumes [13] - Zhongwei Semiconductor anticipates a net profit of approximately 284 million RMB for 2025, a year-on-year increase of about 107.55%, due to new product launches and increased market share in the 32-bit MCU segment [14] - Zhongchong Co. plans to repurchase shares worth 100 million to 200 million RMB, with a maximum repurchase price of 78.00 RMB per share, potentially acquiring about 2.56 million shares, representing 0.84% of the total share capital [15]

A股上市公司2025年度业绩预告正在陆续披露中。 1月25日晚间，又有多家上市公司发布业绩预告，其中，先导智能预计2025年度净利润同比增长424%— 529%，思特威预计2025年度净利润同比增长149%—162%。 具体来看，先导智能（300450）公告称，预计归属于上市公司股东的净利润为15亿—18亿元，比上年同 期增长424.29%—529.15%。 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司 | 盈利:150,000 万元 -- 180,000 万元 | 盈利:28,610.08 万元 | | 股东的净利润 | 比上年同期增长:424.29% - 529.15% | | | 扣除非经常性损 | 盈利:148,000 万元 -- 178,000 万元 | 盈利:36,024.50 万元 | | 益后的净利润 | 比上年同期增长:310.83% - 394.11% | | 公司表示，2025年全球动力电池市场持续回暖，储能领域需求强劲增长，行业整体需求持续复苏，公司 在新能源智能装备领域的龙头地位进一步巩固。随着国内头部电池企业开工率提升、扩产节 ...

Group 1: Stock Suspension and Resumption - Fenglong Co., Ltd. has suspended trading for stock price fluctuation investigation [1] - Jiamei Packaging has also suspended trading for stock price fluctuation investigation [1] - Hunan Gold expects a net profit of 1.27 billion to 1.61 billion yuan in 2025, representing a year-on-year increase of 50% to 90%, driven by rising sales prices of gold, antimony, and tungsten products. The company plans to acquire 100% equity of Golden Tianyue and Zhongnan Smelting, and will resume trading [1] - Longyun Co., Ltd. is planning to acquire 58% equity of Yuheng Film and has suspended trading [1] Group 2: Share Buybacks - Jinkai New Energy plans to repurchase company shares worth 500 million to 600 million yuan [2] - Zhongchong Co., Ltd. intends to repurchase company shares worth 100 million to 200 million yuan [2] Group 3: Mergers and Acquisitions - Yongjie New Materials plans to acquire 100% equity of Aokening Qinhuangdao and 95% equity of Aokening Kunshan, focusing on the production and sales of aluminum plates and strips [3] - Jingsheng Co., Ltd. intends to purchase 100% equity of Weizhun Intelligent for 857 million yuan [4] - Weixing New Materials plans to acquire 88.2557% equity of Songtian Cheng for 111 million yuan, specializing in the R&D, manufacturing, and sales of polyethylene valves for municipal pipelines [4] Group 4: External Investments and Daily Operations - China Tianying plans to achieve a production capacity of 200,000 tons of EU-standard methanol by 2026 [5] - Delijia intends to invest 5 billion yuan in a research and manufacturing project for wind turbine gearboxes over 10 megawatts [6] - Trina Solar will allocate the remaining 1.7 billion yuan of raised funds for a new project focused on distributed smart photovoltaic power station construction [7] - Jingzhida has signed a sales contract for semiconductor testing equipment worth 1.311 billion yuan [8] - Lens Technology has achieved bulk supply in the commercial aerospace sector and has developed ultra-thin photovoltaic glass modules for extreme space environments [9] - BAIC Blue Valley's subsidiary plans to invest 1.991 billion yuan in the construction of a high-end platform model industrialization and digital upgrade project for the Xiangjie Super Factory [9] Group 5: Performance Changes - XianDao Intelligent expects a net profit of 1.5 billion to 1.8 billion yuan in 2025, a year-on-year increase of 424.29% to 529.15%, driven by increased operating rates and order volumes from leading domestic battery companies [10] - Zhongwei Company anticipates a net profit of 2.08 billion to 2.18 billion yuan in 2025, a year-on-year increase of approximately 28.74% to 34.93% [11] - Xiangnong Chip expects a net profit of 480 million to 620 million yuan in 2025, representing a year-on-year increase of 81.77% to 134.78% [11] - China Merchants Bank anticipates a net profit of 150.181 billion yuan in 2025, a year-on-year increase of 1.21% [12] - Juchip Technology expects a net profit of 204 million yuan, a year-on-year increase of 91.40% [12] - Lianchuang Optoelectronics expects a net profit of 435 million to 532 million yuan in 2025, a year-on-year increase of 80.36% to 120.57% [12] - Zhaojin Gold expects a net profit of 122 million to 182 million yuan in 2025, turning from loss to profit [12] - Zhongwei Semiconductor anticipates a net profit of approximately 284 million yuan in 2025, a year-on-year increase of about 107.55% [12] - Guocheng Mining expects a net profit of 1 billion to 1.12 billion yuan in 2025, compared to a profit of 453 million yuan in the previous year [12] - Shengkong Co., Ltd. expects a net profit of 90 million to 110 million yuan in 2025, a year-on-year increase of 118.71% to 167.31% [13] - Daoshi Technology anticipates a net profit of 480 million to 580 million yuan in 2025, a year-on-year increase of 206.01% to 269.76% [13]

（编辑 丛可心） 证券日报网讯 1月25日，中微半导发布公告称，公司预计2025年年度实现营业收入112，200.00万元左 右，同比增长23.07%左右；预计归属于母公司所有者的净利润28，400.00万元左右，同比增长107.55% 左右。 ...

中证智能财讯中微半导（688380）1月25日晚间披露2025年度业绩预告，预计2025年实现营业收入11.22亿元，同比增长23.07%；归母净利润2.84亿元，同比 增长107.55%；扣非净利润预计1.69亿元，同比增长85.36%。以1月23日收盘价计算，中微半导目前市盈率（TTM）约为59.72倍，市净率（LF）约5.57倍， 市销率（TTM）约15.12倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况（倍） 500 238.81 1585 (倍) 0 -233.59 --185.57 -500 =564.63 -1,000 -1,500 -1836.09 -2,000 2023-06-30 1-30 -09-30 123-12-30 24-03-30 n ּ〇- 公司 -〇- 行业均值 100 95o17 ହ 90 80 79x87 70 71a21 60 53.74 50 40 30 20 10 0 "-12-30 2n- ） 制图数据来自恒生聚源数据库 市净率(LF)历史分位(%) 100 ହ୍ର ୨୦ 87p87 80 70 68:37 64o21 ...

Core Viewpoint - The company, Zhongwei Semiconductor (688380.SH), expects significant growth in revenue and net profit for the year 2025, driven by new product launches and increased market share in specific segments [1]. Financial Projections - The company anticipates an annual revenue of approximately 1,122 million yuan for 2025, representing a year-on-year increase of about 23.07% [1]. - The projected net profit attributable to the parent company is around 284 million yuan, reflecting a substantial year-on-year growth of 107.55% [1]. - The expected net profit, excluding non-recurring gains and losses, is estimated at 169 million yuan, indicating an increase of 85.36% year-on-year [1]. Key Drivers of Performance - The introduction of new products has enhanced the company's product competitiveness, leading to a continuous increase in product shipment volumes and steady revenue growth [1]. - The market share and revenue contribution of the 32-bit MCU have expanded significantly, particularly in the industrial control and automotive electronics sectors, resulting in substantial growth in both shipment quantities and revenue [1]. - The company has experienced a significant increase in floating gains from its holdings in electronic science and technology chip stocks, contributing to the notable rise in net profit attributable to the parent company [1].

本期业绩变化的主要原因：(一)新产品推出提升产品竞争力，公司产品出货量持续攀升新产品持续推 出，不仅扩充了产品阵容，拓宽了应用领域，同时提升产品竞争力，公司产品出货量持续攀升，营收稳 步增长。(二)32位MCU出货量和营收占比扩大公司32位MCU在工业控制和汽车电子领域持续放量，出 货数量和营收占比均实现较大幅度增长。(三)公司持有电科芯片股票浮动收益大幅增加，导致归属于母 公司所有者的净利润大幅增长。 智通财经APP讯，中微半导(688380.SH)发布2025年年度业绩预告，预计2025年年度实现归属于母公司 所有者的净利润28,400万元左右，与上年同期(法定披露数据)相比，将增加14,716.61万元左右，同比增 长107.55%左右。 ...

人民财讯1月25日电，中微半导(688380)1月25日发布2025年年度业绩预告，预计2025年年度实现归属于 母公司所有者的净利润2.84亿元左右，同比增长107.55%左右。报告期内，新产品推出提升产品竞争 力，公司产品出货量持续攀升；32位MCU出货量和营收占比扩大；公司持有电科芯片（600877）股票 浮动收益大幅增加。 ...

中微半导(688380.SH)发布2025年年度业绩预告，预计2025年年度实现归属于母公司所有者的净利润 28,400万元左右，与上年同期(法定披露数据)相比，将增加14,716.61万元左右，同比增长107.55%左右。 本期业绩变化的主要原因：(一)新产品推出提升产品竞争力，公司产品出货量持续攀升新产品持续推 出，不仅扩充了产品阵容，拓宽了应用领域，同时提升产品竞争力，公司产品出货量持续攀升，营收稳 步增长。(二)32位MCU出货量和营收占比扩大公司32位MCU在工业控制和汽车电子领域持续放量，出 货数量和营收占比均实现较大幅度增长。(三)公司持有电科芯片（600877）股票浮动收益大幅增加，导 致归属于母公司所有者的净利润大幅增长。 ...

格隆汇1月25日丨中微半导(688380.SH)公布，经财务部门初步测算，预计公司2025年年度实现营业收入 112,200.00万元左右，同比增长23.07%左右。预计2025年年度实现归属于母公司所有者的净利润 28,400.00万元左右，同比增长107.55%左右。预计2025年年度实现归属于母公司所有者扣除非经常性损 益后的净利润16,900.00万元左右，同比增长85.36%左右。 本期业绩变化的主要原因：（一）新产品推出提升产品竞争力，公司产品出货量持续攀升新产品持续推 出，不仅扩充了产品阵容，拓宽了应用领域，同时提升产品竞争力，公司产品出货量持续攀升，营收稳 步增长。（二）32位MCU出货量和营收占比扩大，公司32位MCU在工业控制和汽车电子领域持续放 量，出货数量和营收占比均实现较大幅度增长。（三）公司持有电科芯片股票浮动收益大幅增加，导致 归属于母公司所有者的净利润大幅增长。 ...