Puya semiconductor(688766)
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盘前公告淘金:净利润最高预增12倍!多家公司业绩爆发式增长;紫金矿业拟280亿收购联合黄金
Jin Rong Jie· 2026-01-27 01:38
Group 1: Major Transactions - Zijin Mining plans to acquire 100% equity of United Gold for 28 billion yuan, which has gold resources of 533 tons [1] - Jiuding New Materials' wholly-owned subsidiary intends to acquire 100% equity of Jiuding New Energy to accelerate the development of large megawatt wind turbine blade production line projects [1] - Conch Cement plans to purchase bank wealth management products with a maximum daily balance not exceeding 50 billion yuan by 2026 [1] - Efort is planning to acquire equity in Shengpu Co., with stock suspension in effect [1] - Sanxing Biomedical has obtained CE certification for its Nipah virus nucleic acid test kit and a domestic research version [1] Group 2: Investment and Development Plans - Sanwei Communication is jointly investing to establish a partnership enterprise focused on non-listed equity in high-tech industries such as smart manufacturing, aerospace, and new energy [1] - Haike New Source has signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of electrolyte solvent annually [1] - Chuanhuan Technology plans to invest 1.1 billion yuan to build a manufacturing headquarters in East China [1] - Zhejiang Haideman intends to raise no more than 1.517 billion yuan through a private placement for high-end composite machine tool industrialization and robot hardware manufacturing R&D projects [1] - Anlu Technology plans to issue shares to specific targets to raise no more than 1.262 billion yuan for advanced process platform FPGA chip R&D projects [1] Group 3: Earnings Forecasts - China Rare Earth expects a net profit of 143 million to 185 million yuan in 2025, indicating a turnaround from losses [1] - Litong Electronics anticipates a net profit increase of 997% to 1241% in 2025, driven by profitability in its computing business [1] - Sanofi Guojian expects a 1097% quarter-on-quarter net profit growth in Q4, with confirmed revenue of approximately 2.89 billion yuan from Pfizer for the 707 project [1] - Purun Co. forecasts a 696% quarter-on-quarter net profit growth in Q4 2025, with rapid market share growth in its "Storage+" product series [1] - Duofluo expects a quarter-on-quarter net profit increase of 356% to 655% in Q4 2025, with significant sales growth in key products like lithium hexafluorophosphate [1] - Fujilai anticipates a year-on-year net profit increase of 282.17% to 296.80% in 2025 [1] - Chunzhong Technology expects a year-on-year net profit increase of 209% to 238% in 2025, with an impact of 303 million yuan from holding shares in Muxi [1] - Zhongke Electric anticipates a year-on-year net profit increase of 50% to 70% in 2025, due to increased production capacity and cost reduction in lithium battery anode materials [1]
普冉半导体(上海)股份有限公司 2025年年度业绩预告
Zheng Quan Ri Bao· 2026-01-26 23:13
证券代码:688766 证券简称:普冉股份 公告编号:2026-006 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性依法承担法律责任。 重要内容提示: ● 普冉半导体(上海)股份有限公司(以下简称"公司")预计2025年年度实现归属于母公司所有者的净 利润约为20,500万元,与上年同期(法定披露数据)相比,将减少8,741.66万元左右,同比减少29.89% 左右; ● 公司预计2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润约为17,000万元,与上年 同期(法定披露数据)相比,将减少9,926.79万元左右,同比减少36.87%左右; ● 公司预计2025年年度实现营业收入约为232,000万元,与上年同期(法定披露数据)相比,将增加 51,643.03万元左右,同比增加28.63%左右。 一、 本期业绩预告情况 (一)业绩预告期间 2025年1月1日至2025年12月31日(以下又称"报告期")。 (三)本次业绩预告未经注册会计师审计。 二、 上年同期业绩情况 2024年度,公司上年同期业绩情况如下: (一)利润总额 ...
普冉股份:2025年年度业绩预告
Zheng Quan Ri Bao· 2026-01-26 14:17
证券日报网讯 1月26日,普冉股份发布2025年年度业绩预告称,公司预计2025年年度实现营业收入约为 232000万元,与上年同期相比将增加51643.03万元左右,同比增加28.63%左右;预计归属于母公司所有 者的净利润约为20500万元,同比减少29.89%左右。 (文章来源:证券日报) ...
存储芯片大牛股增收不增利!利润大降30%
Xin Lang Cai Jing· 2026-01-26 13:19
(来源:上市之家) 1月26日,普冉半导体(上海)股份有限公司(下称"普冉股份",688766.SH)发布2025年年度业绩预告,公司呈现显著的"增收不增利"态势。 业绩预告显示,2025年普冉股份预计实现营业收入约23.2亿元,较2024年的18.04亿元同比增加5.16亿元,增幅达28.63%;但归属于母公司所有者的净利润 约为2.05亿元,同比减少8741.66万元,降幅29.89%;扣除非经常性损益后的净利润1.7亿元,同比降幅进一步扩大至36.87%,减少额近1亿元。 回溯2024年业绩,公司上年同期归属于母公司净利润为2.92亿元,扣非后净利润2.69亿元,每股收益1.98元(考虑2025年资本公积转增情况)。对比来 看,2025年公司盈利能力出现明显回落,营收增长与利润下滑形成鲜明反差。需要说明的是,本次业绩预告未经注册会计师审计,最终数据以年度报告为 准。 从行业背景看,2025年存储芯片行业逐步走出周期底部,供需格局持续改善,头部企业纷纷加大布局力度。普冉股份通过收购SHM切入中高端2D NAND 市场,完善"存储+"产品矩阵,同时借助其全球渠道拓展海外业务,有望在行业复苏周期中抢占先机。但 ...
三生国健2025年Q4净利环比预增1097% 普冉股份2025年Q4净利环比预增696%
Xin Lang Cai Jing· 2026-01-26 13:11
Group 1 - Evert plans to acquire equity in Shengpu Co., with stock suspension starting January 27, 2026, expected to last no more than 10 trading days [5] - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of electrolyte solvent annually for three years [5] - Sanxiang Bio has developed a CE-certified Nipah virus nucleic acid testing kit and a domestic research version, responding to the Nipah virus outbreak in India [9][10] Group 2 - Sangfor Health expects a Q4 net profit of approximately 2.5 billion yuan, a 1097% increase from the previous quarter, driven by a significant payment from Pfizer for the 707 project [2] - Puran Co. anticipates a Q4 net profit of about 1.46 billion yuan, a 696% increase from Q3, despite an annual decrease of approximately 29.89% [3][4] - Chip Source Micro expects a net profit of 52 million to 76 million yuan for 2025, a decrease of 62.53% to 74.36% year-on-year due to increased costs and reduced other income [6] Group 3 - Maide Medical forecasts a net profit of approximately 66.5 million yuan for 2025, marking a turnaround from losses in the previous year [7] - Ruixin Micro expects a net profit of 1.023 billion to 1.103 billion yuan for 2025, representing a growth of 71.97% to 85.42% year-on-year [8] - Qingda Environmental anticipates a net profit of 165 million to 190 million yuan for 2025, an increase of 77.47% to 104.36% year-on-year [10] Group 4 - Jiangxun Technology expects a net profit increase of approximately 86.44% for 2025, reaching around 156 million yuan [11] - Micron Bio anticipates a net profit of approximately 53.5 million yuan for 2025, achieving profitability after previous losses [11] - Blue Special Optics forecasts a net profit of 375 million to 400 million yuan for 2025, a growth of 70.04% to 81.38% year-on-year [13]
普冉股份:预计2025年净利润约为2.05亿元,同比减少29.89%左右
Mei Ri Jing Ji Xin Wen· 2026-01-26 08:29
免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。 每经头条(nbdtoutiao)——国际金价冲破5000美元!7年涨了280%,什么时候才见顶?专家:关键还 看美元,重点关注国际货币体系、降息和科技革命 (记者 曾健辉) 每经AI快讯,普冉股份1月26日晚间发布业绩预告,公司预计2025年年度实现归属于母公司所有者的净 利润约为2.05亿元,与上年同期相比,将减少8741.66万元左右,同比减少29.89%左右。 ...
普冉股份(688766.SH):预计2025年净利润同比减少29.89%左右
Ge Long Hui A P P· 2026-01-26 08:07
2025年第二季度开始,受益于存储芯片市场供给格局的有利变化,以及AI服务器、高端手机、PC换机 等终端需求的集中释放带来的结构优化,公司主要存储芯片产品的营业收入较去年同期有所上升;公司 MCU产品以及Driver等模拟类新产品自推出后,立足于公司相关产品的技术优势和方案精准落地,公司 抓住市场窗口期、产品力与商业策略高效协同,使得公司"存储+"系列产品市场份额持续快速提升,基 于此,公司整体收入相较于去年有所增长。 格隆汇1月26日丨普冉股份(688766.SH)公布,经财务部门初步测算,预计2025年年度实现归属于母公司 所有者的净利润约为20,500万元,同比减少29.89%左右;公司预计2025年年度实现归属于母公司所有者 的扣除非经常性损益的净利润约为17,000万元,同比减少36.87%左右;公司预计2025年年度实现营业收 入约为232,000万元,同比增加28.63%左右。 ...
普冉股份(688766.SH)发预减,预计2025年归母净利润约2.05亿元,同比减少29.89%
智通财经网· 2026-01-26 08:00
智通财经APP讯,普冉股份(688766.SH)发布公告,公司预计2025年年度实现归属于母公司所有者的净 利润约为2.05亿元,与上年同期(法定披露数据)相比,将减少8,741.66万元左右,同比减少29.89%左右。 ...
普冉股份(688766) - 2025 Q4 - 年度业绩预告
2026-01-26 07:50
2025 年 1 月 1 日至 2025 年 12 月 31 日(以下又称"报告期")。 (二)业绩预告情况 1、经公司财务部门初步测算,公司预计 2025 年年度实现归属于母公司所有 者的净利润约为 20,500 万元,与上年同期(法定披露数据)相比,将减少 8,741.66 万元左右,同比减少 29.89%左右; 证券代码:688766 证券简称:普冉股份 公告编号:2026-006 普冉半导体(上海)股份有限公司 2025 年年度业绩预告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示: 一、本期业绩预告情况 (一)业绩预告期间 2、公司预计 2025 年年度实现归属于母公司所有者的扣除非经常性损益的 净利润约为 17,000 万元,与上年同期(法定披露数据)相比,将减少 9,926.79 万元左右,同比减少 36.87%左右; 3、公司预计 2025 年年度实现营业收入约为 232,000 万元,与上年同期(法 定披露数据)相比,将增加 51,643.03 万元左右,同比增加 28.63%左右。 (三 ...
普冉股份:2025年全年净利润同比预减约29.89%
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-26 07:42
Core Viewpoint - The company expects a significant decrease in net profit for 2025, with a projected net profit of approximately 205 million yuan, representing a year-on-year decline of about 29.89% [1]. Group 1: Main Business Impact - Starting from the second quarter of 2025, the company anticipates an increase in revenue from its main storage chip products due to favorable changes in the storage chip market supply and a surge in demand from AI servers, high-end smartphones, and PC replacements [1]. - The company is focusing on continuous iteration and optimization of its storage chip products and increasing R&D investment in "storage+" chip products to maintain and expand its core competitive advantages [1]. - The total employee compensation has significantly increased due to the expansion of the R&D team, leading to a notable rise in overall management, operational, and sales expenses, which collectively increased by approximately 90 million yuan compared to the previous year [1]. Group 2: Inventory and Impairment - The company has adopted a proactive supply chain strategy, resulting in a higher inventory level and a decrease in inventory turnover rate, leading to an increase in asset impairment losses by approximately 63 million yuan year-on-year [1]. Group 3: Acquisition Impact - In November 2025, the company acquired 51% of Zhuhai Noah Changtian Storage Technology Co., Ltd., which positively impacted the company's profits during the reporting period [1]. - The acquisition is expected to contribute approximately 35 million yuan to the net profit attributable to the parent company and about 27 million yuan to the net profit after excluding non-recurring gains and losses [1]. - The newly acquired company is expected to enhance the company's product line and core competitiveness in the storage chip sector, contributing approximately 210 million yuan to the revenue and 20 million yuan to the net profit attributable to the parent company during the reporting period [1].