Core Viewpoint - The company Suihengyun A (000531) expects a significant increase in net profit attributable to shareholders for the first three quarters of 2025, projecting a range of 345 million to 515 million yuan, representing a year-on-year growth of 87.83% to 180.38% [1] Summary by Relevant Categories Financial Performance - The projected net profit for the first three quarters of 2025 is between 345 million and 515 million yuan, indicating a substantial year-on-year increase [1] - The expected growth in profit is attributed to multiple factors, including improved operational efficiency in the power generation business [1] Business Drivers - The increase in profit is primarily driven by the commissioning of the Shantou photovoltaic project, a rise in the on-grid electricity price for gas power projects, and a year-on-year decrease in coal prices [1] - Additionally, the company has experienced an increase in investment income compared to the previous year, contributing to the overall profit growth [1]

Core Viewpoint - The company expects a significant increase in net profit attributable to shareholders for the first three quarters of 2025, projecting a range of 345 million to 515 million yuan, representing a year-on-year growth of 87.83% to 180.38% [1] Group 1: Financial Performance - The company's operational performance has improved, primarily due to the commissioning of the Shantou photovoltaic project and an increase in the on-grid electricity price for gas power projects, alongside a year-on-year decrease in coal prices, which collectively enhanced the profitability of the power generation business [1] - Investment income has also increased compared to the previous year, contributing positively to the overall financial results [1]

证券代码：000531 证券简称：穗恒运Ａ 公告编号：2025-042 | 项 | 目 | | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 | | | 34,500 | — | 51,500 | 18,368.0 | | | 股东的净利润 | | 比上年同期增长： | 87.83% | — | 180.38% | | 1 | | 扣除非经常性损 | | | 34,600 | — | 51,600 | 18,076.2 | | | 益后的净利润 | | 比上年同期增长： | 91.41% | — | 185.46% | | 6 | | 基本每股收益 （元/股） | | | 0.3337 | — | 0.4981 | 0.1764 | | 注：基本每股收益按股本扣除回购库存股后的数据填列。 广州恒运企业集团股份有限公司 2025 年度前三季度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 ...

Core Viewpoint - The company has engaged in a strategic cooperation intention with Guangzhou Modern Automotive Hydrogen Fuel Cell Systems Co., Ltd. and Guangzhou WeRide Technology Co., Ltd. to explore opportunities in the hydrogen fuel cell autonomous sanitation vehicle sector [1] Group 1 - The company confirmed its collaboration with Guangzhou Modern Automotive Hydrogen Fuel Cell Systems Co., Ltd. and Guangzhou WeRide Technology Co., Ltd. [1] - The partnership aims to create demand in the field of hydrogen fuel cell autonomous engineering vehicles [1] - A project company has been established to primarily produce and sell core components of hydrogen fuel cell stacks, including bipolar plates, compressors, and hydrogen circulators [1] - There is uncertainty regarding the effective implementation of the collaboration with WeRide Technology [1]

Core Viewpoint - The company Suihengyun A (000531) reported asset damage due to Typhoon "Hagupit," affecting its photovoltaic project in Taishan, Guangdong, with estimated losses potentially exceeding 10% of its 2024 net profit [1][2] Group 1: Impact of Typhoon - The typhoon caused damage to various components of the Taishan photovoltaic project, including modules, inverters, brackets, cable bridges, and piles [1] - Initial estimates suggest that the asset losses from the typhoon could exceed 16.7 million yuan [2] - The company has initiated post-disaster recovery efforts and is in contact with insurance companies for loss assessment and claims [2] Group 2: Financial Performance - For 2024, the company expects a revenue of 4.3 billion yuan, representing a year-on-year decline of 10.9% [1] - The projected net profit attributable to shareholders is 167 million yuan, down 43.2% year-on-year [1]

Performance Disclosure - Yonghe Co. expects a net profit attributable to shareholders of 456 million to 476 million yuan for the first three quarters of 2025, representing a year-on-year increase of 211.59% to 225.25% [1] - Chipone Technology anticipates a third-quarter revenue of 1.284 billion yuan, marking a historical high for the company with a quarter-on-quarter increase of 119.74% and a year-on-year growth of 78.77% [2] Sales Performance - BYD reported a year-on-year decline of 5.52% in new energy vehicle sales for September, with total sales of 396,300 units [3] - Seres announced a year-on-year increase of 19.44% in new energy vehicle sales for September, totaling 44,700 units, with cumulative sales of 304,600 units from January to September [4] Shareholding Changes - Dihun Network's controlling shareholder, Hu Jianping, completed a reduction of 2% of the company's shares, totaling 4.8692 million shares [5] - Ruile New Materials announced that a major shareholder plans to reduce their holdings by no more than 10,800 shares, which is 0.0581% of the total share capital [6] - Huaxing Yuanchuang's employee stock ownership platform plans to reduce its holdings by up to 4 million shares, accounting for 0.9% of the total share capital [7] Risk Matters - ST Gaohong received a notice of termination of listing from the Shenzhen Stock Exchange, indicating a potential end to the company's stock trading [8] - Suihengyun A expects losses from the impact of Typhoon "Hagupit" to exceed 10% of the company's net profit for 2024 due to damage to assets in a photovoltaic project [9] - Hainan Haiyao announced that approximately 131 million shares held by a major shareholder will be subject to judicial auction, representing 10.08% of the total share capital [10]

Performance Disclosure - Yonghe Co., Ltd. expects a year-on-year increase in net profit attributable to shareholders of 211.59% to 225.25%, with an estimated profit of 456 million to 476 million yuan for the first three quarters of 2025 [1] - Chip Original Co., Ltd. anticipates a 78.77% year-on-year increase in revenue for the third quarter of 2025, projecting a revenue of 1.284 billion yuan, marking a significant quarter-on-quarter growth of 119.74% [2] Sales Performance - BYD reported a 5.52% year-on-year decline in new energy vehicle sales in September, with sales reaching 396,300 units [3] - Seres Co., Ltd. experienced a 19.44% year-on-year increase in new energy vehicle sales in September, achieving sales of 44,700 units, with cumulative sales of 304,600 units from January to September [4] Shareholding Changes - Dihun Network's controlling shareholder, Hu Jianping, completed a 2% reduction in company shares, totaling 4.8692 million shares [5] - Ruian New Materials announced that a major shareholder plans to reduce their holdings by no more than 0.0581% of the company's total shares, equating to approximately 100,800 shares [6] - Huaxing Yuanchuang's employee stock ownership platform plans to reduce its holdings by up to 0.9% of the company's total shares, amounting to a maximum of 4 million shares [7] Risk Events - *ST Gaohong received a notice of termination of listing from the Shenzhen Stock Exchange, indicating a potential end to the company's stock trading [8] - Suihengyun A expects losses from a typhoon disaster to exceed 10% of the company's projected net profit for 2024, affecting assets in a photovoltaic project [9] - Hainan Haiyao announced that approximately 131 million shares held by a major shareholder will be subject to judicial auction, representing 98.11% of their holdings and 10.08% of the company's total shares [10]

Core Viewpoint - The company, Suihengyun A, reported asset damage to its solar projects due to Typhoon "Hagupit," with estimated losses potentially exceeding 10% of its projected net profit for 2024 [1][2]. Group 1: Impact of Typhoon - The typhoon caused damage to various components of the 500MW fish-solar complementary photovoltaic project, including modules, inverters, and support structures [1]. - The company has initiated damage assessment and insurance claims to mitigate the financial impact of the losses [3]. Group 2: Project Details - The 500MW project, located in Taishan, covers nearly 6,500 acres and has a total static investment of approximately 2.16 billion [2]. - The first phase of the project (200MW) began in 2019, with Suihengyun A holding a 60% stake, while the second phase (300MW) started in 2020, with a 55% stake [2]. Group 3: Financial Performance - The first phase generated revenue of 93 million and a net profit of 34.42 million, while the second phase achieved revenue of 132 million and a net profit of 46.28 million [3]. - Overall, the revenue contribution from these projects to Suihengyun A's total revenue is relatively low [3]. Group 4: Emergency Response - Prior to the typhoon, the company activated its emergency response mechanism, implementing preventive measures and forming a rescue team [3]. - Post-typhoon, the company has begun recovery efforts, including damage cleanup and maintenance [3].

Core Viewpoint - The company has reported asset damage to its solar projects due to Typhoon "Haikui," with preliminary estimates indicating potential losses exceeding 10% of the company's net profit for 2024 [1][2] Group 1: Impact of Typhoon - The company’s controlled project companies, Guangdong Jiangmen Hengguang New Energy Co., Ltd. and Guangdong Jiangmen Hengguang Phase II New Energy Co., Ltd., experienced asset damage from the typhoon [1] - Initial assessments indicate that various components of the Taishan photovoltaic project, including modules, inverters, and cables, have sustained varying degrees of damage [2] - The company has initiated post-disaster recovery efforts, including damage assessment and insurance claims, to mitigate the impact of the losses [2] Group 2: Emergency Response - Prior to the typhoon, the company activated its emergency response mechanism and implemented preventive measures to safeguard its assets [1] - The project company conducted inspections of photovoltaic components and reinforced key areas to prepare for the storm [1] - An emergency rescue team was formed, and equipment was prepared to ensure prompt response after the typhoon [1]

Core Viewpoint - The company announced that its projects in Guangdong were affected by Typhoon Haikui, resulting in asset losses that may exceed 10% of the projected net profit for 2024 [1] Group 1: Impact of Typhoon - The company’s controlled project companies, Guangdong Jiangmen Hengguang New Energy Co., Ltd. and Guangdong Jiangmen Hengguang Phase II New Energy Co., Ltd., experienced asset damage due to the typhoon [1] - No casualties were reported as a result of the disaster [1] - The initial estimate of asset losses is projected to exceed 10% of the company's net profit for the year 2024 [1] Group 2: Recovery Efforts - The Taishan photovoltaic project has partially resumed power generation following the disaster [1] - The company has organized personnel for post-disaster cleanup and maintenance work [1] - The company is in contact with insurance providers to assess damages and initiate claims processes [1]