Core Viewpoint - Chengdu Huawi expects a significant increase in net profit for 2025, projecting a range of CNY 213 million to CNY 255 million, representing a year-on-year growth of 74.35% to 108.73% [2] Group 1: Financial Performance - The company's non-recurring net profit is anticipated to grow even more, with an increase of 108.86% to 151.09% year-on-year [2] - The substantial growth in performance is attributed to increased demand from downstream customers driven by the domestic special industry cycle [2] Group 2: Business Development - Chengdu Huawi is engaged in core products that are applied in electronic, communication, control, and measurement sectors, aligning well with industry development needs [2] - The company has secured multiple national key scientific research projects for 2025, which not only provides funding for technological innovation but also alleviates the pressure of self-funded R&D investments [2] Group 3: Strategic Focus - The company is committed to advancing technology research and market expansion, closely monitoring cutting-edge technology trends and customer demands [2] - Chengdu Huawi aims to explore potential application scenarios for its products and develop forward-looking layouts and plans [2]

Group 1 - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between 213 million to 255 million yuan, representing an increase of 90.83 million to 132.83 million yuan compared to the previous year, which is a year-on-year increase of 74.35% to 108.73% [2] - The net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is expected to be between 183 million to 220 million yuan, an increase of 95.38 million to 132.38 million yuan compared to the previous year, reflecting a year-on-year increase of 108.86% to 151.09% [2] - The previous year's operating income was 603.89 million yuan, with a total profit of 136 million yuan and a net profit attributable to shareholders of the parent company of 122.17 million yuan [4] Group 2 - The increase in sales revenue is attributed to the rising demand from downstream customers in the special integrated circuit industry, influenced by the domestic special industry cycle [6] - The company has undertaken multiple national key scientific research projects in 2025, providing sufficient funding for technological innovation and ensuring R&D investment while reducing the expenditure of self-funded R&D costs [6] Group 3 - The company has appointed a new quality control reviewer for its auditing project due to the adjustment of the previous reviewer, ensuring that the change will not adversely affect the 2025 audit work [11][15] - The new quality control reviewer, Han Shimin, has relevant qualifications and a clean professional record, ensuring compliance with independence requirements [12][13][14]

Group 1: Poly Development - Poly Development expects a net profit of 1.026 billion yuan for 2025, a decrease of 79.49% year-on-year [1] - The net profit excluding non-recurring gains and losses is projected to be 628 million yuan, down 85.25% year-on-year [1] - The decline in performance is attributed to a decrease in gross profit margin from real estate project transfers and an estimated asset impairment loss of approximately 6.9 billion yuan [2] Group 2: Huichuan Technology - Huichuan Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy and brand image [3] Group 3: Guizhou Platinum Industry - Guizhou Platinum Industry's non-public stock issuance has been approved, aiming to raise up to 1.291 billion yuan for technology innovation and working capital [4] Group 4: Yingfang Micro - Yingfang Micro intends to acquire 100% of Shanghai Xiaokeli and First Technology China through a combination of share issuance and cash payment [5][6] Group 5: ST New Power - ST New Power received a regulatory letter from the Shenzhen Stock Exchange due to inconsistencies in the voting results of a recent shareholder meeting [7] Group 6: Zhengfan Technology - Zhengfan Technology received a warning letter from the Shanghai Securities Regulatory Bureau for irregularities in its management and investment operations [8] Group 7: Trina Solar - Trina Solar expects a net loss of 6.5 billion to 7.5 billion yuan for 2025, impacted by supply-demand imbalances and rising raw material costs [9] Group 8: China Great Wall - China Great Wall anticipates a net loss of 35 million to 70 million yuan for 2025, although it expects to significantly reduce its losses compared to the previous year [10] Group 9: Liangpin Shop - Liangpin Shop forecasts a net loss of 120 million to 160 million yuan for 2025, with losses widening due to store closures and reduced product prices [11] Group 10: Sun Energy - Sun Energy expects a net profit of 182 million to 259 million yuan for 2025, a decrease of 81% to 87% year-on-year, primarily due to falling coal prices [12] Group 11: Chengdu Huami - Chengdu Huami anticipates a net profit of 213 million to 255 million yuan for 2025, an increase of 74.35% to 108.73% year-on-year, driven by increased demand in the special integrated circuit industry [13][14] Group 12: Shui Jing Fang - Shui Jing Fang expects a net profit of 392 million yuan for 2025, a decrease of 71% year-on-year, due to a challenging environment in the liquor industry [15] Group 13: Xian Dao Ji Dian - Xian Dao Ji Dian projects a net loss of 138 million to 92 million yuan for 2025, a shift from a profit of 108 million yuan in the previous year [16] Group 14: Tian Tong Co. - Tian Tong Co. expects a net loss of 120 million to 170 million yuan for 2025 [17] Group 15: Hunan YN - Hunan YN anticipates a net profit of 1.15 billion to 1.4 billion yuan for 2025, a growth of 93.75% to 135.87% year-on-year, driven by the rapid development of the new energy vehicle market [18] Group 16: Qi Yi Er - Qi Yi Er forecasts a net loss of 350 million to 550 million yuan for 2025 [19] Group 17: Ding Long Co. - Ding Long Co. expects a net profit of 700 million to 730 million yuan for 2025, an increase of 34.44% to 40.20% year-on-year, supported by strong growth in semiconductor and display materials [20] Group 18: Wan Tong Development - Wan Tong Development anticipates a net loss of 500 million to 750 million yuan for 2025, with losses widening due to strategic shifts and impairment losses [21] Group 19: Hua Ce Testing - Hua Ce Testing expects a net profit of 1.013 billion to 1.021 billion yuan for 2025, a growth of 10% to 11% year-on-year, driven by strategic advancements and operational improvements [22] Group 20: Nanwang Energy - Nanwang Energy projects a net profit of 300 million to 360 million yuan for 2025, marking a turnaround from a loss in the previous year [24] Group 21: Fang Da Carbon - Fang Da Carbon anticipates a net profit of 60.44 million to 101 million yuan for 2025, a decrease of 45.85% to 67.51% year-on-year [25] Group 22: Datang Telecom - Datang Telecom expects a net loss of 39 million to 56 million yuan for 2025 [26] Group 23: Huajian Group - Huajian Group forecasts a net profit of 62 million to 80.6 million yuan for 2025, a decrease of 79.4% to 84.2% year-on-year, due to competitive pressures [27] Group 24: Shanghai Petrochemical - Shanghai Petrochemical expects a net loss of approximately 1.289 billion to 1.576 billion yuan for 2025, a shift from profit due to declining oil prices and reduced demand [28] Group 25: Jiangzhong Pharmaceutical - Jiangzhong Pharmaceutical has changed its name to Huaren Jiangzhong Pharmaceutical, with the stock code remaining the same [29] Group 26: Hebang Bio - Hebang Bio anticipates a net loss of 470 million to 570 million yuan for 2025 [30] Group 27: Mingtai Aluminum - Mingtai Aluminum expects a net profit of 1.95 billion to 2 billion yuan for 2025, a growth of 12% to 14% year-on-year, driven by advancements in low-carbon products [31]

Major Events - Hualing Cable announced the termination of the acquisition of control over Xingxin Aerospace due to failure to reach consensus on specific agreement terms, stating that this decision will not adversely affect its operations or financial status [1] - Xianglu Tungsten Industry expects a net profit of 125 million to 180 million yuan for 2025, driven by continuous price increases in tungsten raw materials and improved market conditions [1] Company Announcements - Zhongwei Semiconductor is set to launch its first non-volatile memory chip, a low-power SPI NOR Flash with a capacity of 4M bits, filling a product gap in the Flash sector [2] - Nanshan Aluminum plans to invest approximately 437 million USD in a 250,000-ton electrolytic aluminum project in Indonesia [4] - Xinfengming intends to acquire a 35% stake in Dushan Port Development to enhance its supply chain capabilities [5] - Jiangxi Copper signed a cooperation framework agreement with China Ordnance Material Group for the purchase and sale of copper and nickel products [6] Performance Forecasts - Wan Tong Development expects a net loss of 500 million to 750 million yuan for 2025, attributed to strategic shifts and increased impairment losses [12] - Hunan YN anticipates a net profit of 1.15 billion to 1.4 billion yuan for 2025, driven by growth in lithium battery materials [13] - Tianjian Technology forecasts a net loss of 176 million to 250 million yuan for 2025, with potential delisting risk due to financial performance [14] - Leading companies like Guotou Securities and Xiangcai Securities project significant profit growth for 2025, with Guotou expecting 3.42 billion yuan, a 35.18% increase [27][28] Industry Trends - The tungsten market is experiencing improved supply-demand dynamics, benefiting companies like Xianglu Tungsten [1] - The photovoltaic industry continues to face challenges, with companies like Trina Solar projecting substantial losses due to market pressures [19] - The aluminum sector is seeing investment growth, particularly in overseas projects, as indicated by Nanshan Aluminum's plans [4] Stock Movements - Hualing Cable's stock will not be adversely affected by the termination of the acquisition [1] - Companies like Hunan YN and Guotou Securities are expected to see positive stock performance due to favorable profit forecasts [13][27]

本期业绩变化的主要原因：1、公司产品主要应用于电子、通信、控制、测量等特种行业领域，受国内 特种行业周期影响，特种集成电路行业下游客户的产品需求有所增加，导致公司销售收入规模同比有所 增加。2、公司于2025年承接多项国家重点科研项目，相关重点研发项目的实施，为公司科技创新提供 了充足的资金保障，保证了公司研发投入，同时减少了研发费用自有资金的支出。 智通财经APP讯，成都华微(688709.SH)发布2025年年度业绩预告，预计全年实现归属于母公司所有者 的净利润2.13亿元至2.55亿元，与上年同期相比，将增加9,083.01万元至13,283.01万元，同比增加 74.35%至108.73%。 ...

智通财经APP讯，成都华微(688709.SH)发布2025年年度业绩预告，预计全年实现归属于母公司所有者 的净利润2.13亿元至2.55亿元，与上年同期相比，将增加9,083.01万元至13,283.01万元，同比增加 74.35%至108.73%。 本期业绩变化的主要原因：1、公司产品主要应用于电子、通信、控制、测量等特种行业领域，受国内 特种行业周期影响，特种集成电路行业下游客户的产品需求有所增加，导致公司销售收入规模同比有所 增加。2、公司于2025年承接多项国家重点科研项目，相关重点研发项目的实施，为公司科技创新提供 了充足的资金保障，保证了公司研发投入，同时减少了研发费用自有资金的支出。 ...

目前公司已形成了覆盖可编程逻辑器件(CPLD/FPGA)、数据转换(ADC/DAC)、存储芯片、总线接口、 电源管理、微控制器等多系列集成电路产品，这些产品可广泛应用于电子、通信、控制、测量等多个领 域。 公司在去年12月接待了招商证券、久联资管、云图启航、招银理财、申万菱信、西部利得、华宝基金、 人保资产、嘉实基金、柏骏资本、千泰投资等机构的调研，对于机构关注公司产品在端侧算力芯片的布 局情况，公司回应称，公司已经成功开发用于边缘计算领域的人工智能芯片，AI算力高达16Tops，可用 于人工智能设备的机器视觉识别、深度学习推理、各种大模型运算，且已在特种行业的多个客户小批量 试用。公司用于边缘计算领域，100Tops算力、视频编解码能力高达8K的人工智能芯片也正在研发中。 1月19日，成都华微(688709.SH)发布公告，预计2025年归属于上市公司股东的净利润盈利2.13亿至2.55 亿元，同比增长74.35%至108.73%；扣非净利润预计为1.83亿至2.20亿元，同比增幅达108.86%至 151.09%，盈利能力显著提升。 2024年，公司实现营业收入为6.04亿元，归属于母公司所有者的净利润为 ...

（文章来源：证券日报） 证券日报网讯 1月19日，成都华微发布2025年年度业绩预告称，公司预计2025年年度归属于母公司所有 者的净利润为21，300.00万元至25，500.00万元，与上年同期相比，将增加9，083.01万元至13，283.01 万元，同比增加74.35%至108.73%。 ...

成都华微1月19日公告，经财务部门初步测算，预计成都华微电子科技股份有限公司2025年年度实现归 属于母公司所有者的净利润为21,300.00万元至25,500.00万元，与上年同期相比，将增加9,083.01万元至 13,283.01万元，同比增加74.35%至108.73%。 ...

人民财讯1月19日电，成都华微(688709)1月19日公告，预计2025年度实现归属于母公司所有者的净利润 为2.13亿元至2.55亿元，同比增加74.35%至108.73%。公司产品主要应用于电子、通信、控制、测量等 特种行业领域，受国内特种行业周期影响，特种集成电路行业下游客户的产品需求有所增加，导致公司 销售收入规模同比有所增加。 ...