报告期内，受下游市场需求下滑及行业竞争加剧等因素影响，公司产品售价下跌，公司营业收入及毛利 率均同比下滑，公司毛利无法涵盖当期经营费用，另外本期资产减值损失增加，导致经营亏损。 智通财经APP讯，恒申新材(000782.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损 1.25亿元至1.62亿元;扣除非经常性损益后的净亏损1.12亿元至1.43亿元。 ...

Market Performance - The chemical fiber sector increased by 1.13% on January 22, with Hengshen New Materials leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Stock Highlights - Hengshen New Materials (000782) closed at 5.86, up 5.21% with a trading volume of 321,200 shares and a turnover of 187 million yuan [1] - Youcai Resources (002998) closed at 8.98, up 3.94% with a trading volume of 294,200 shares and a turnover of 263 million yuan [1] - Jilin Qigu (920077) closed at 18.60, up 3.05% with a trading volume of 144,100 shares and a turnover of 267 million yuan [1] Fund Flow Analysis - The chemical fiber sector experienced a net outflow of 2.64 million yuan from institutional investors, while retail investors saw a net inflow of 7.79 million yuan [2] - The main stocks with significant fund flows included Huafeng Chemical (002064) with a net inflow of 43.74 million yuan from institutional investors [3] - Jilin Chemical Fiber (000420) had a net inflow of 37.21 million yuan from institutional investors, indicating strong interest [3]

Group 1 - The company expects a net profit attributable to shareholders for 2025 to be between -162 million yuan and -125 million yuan, compared to -70.238 million yuan in the same period last year [1] - The basic earnings per share are projected to be between -0.24 yuan and -0.18 yuan [1] - The main reasons for the performance change include a decline in downstream market demand, intensified industry competition, and a decrease in product prices, leading to a year-on-year decline in revenue and gross margin [1] Group 2 - The company's gross profit is insufficient to cover operating expenses due to the aforementioned factors, resulting in operational losses [1] - There has been an increase in asset impairment losses during the reporting period, further contributing to the company's losses [1] - The overall market environment has led to a downward adjustment in the valuation of bank equity and investment properties, affecting fair value and increasing the company's losses [1]

格隆汇1月22日丨恒申新材(000782.SZ)公布，预计2025年净亏损16,200万元～12,500万元，扣非净亏损 14,300万元～11,200万元，营业收入220,000万元～280,000万元。本报告期内，受下游市场需求下滑及行 业竞争加剧等因素影响，公司产品售价下跌，公司营业收入及毛利率均同比下滑，公司毛利无法涵盖当 期经营费用，另外本期资产减值损失增加，导致经营亏损。同时，由于市场大环境影响，银行股权和投 资性房地产估值下调，造成公允价值下降，影响当期损益，进一步加大了公司的亏损。 ...

Core Viewpoint - Hengshen New Materials has released an annual performance forecast indicating a significant decline in net profit for 2025, primarily due to decreased market demand and intensified industry competition [1] Financial Performance - The company expects a net profit attributable to shareholders of between -162 million to -125 million yuan for 2025, representing a year-on-year decrease of 77.97% to 130.64% [1] - The forecasted net profit after deducting non-recurring gains and losses is projected to be between -143 million to -112 million yuan, reflecting a year-on-year decline of 165.18% to 238.58% [1] Operational Challenges - The decline in product prices has led to a decrease in both operating revenue and gross margin, which are insufficient to cover current operating expenses [1] - An increase in asset impairment losses has contributed to the operational losses experienced by the company [1] Market Environment - The overall market environment has resulted in a downward adjustment of valuations for bank equity and investment properties, leading to a decrease in fair value and further exacerbating the company's losses [1]

证券代码：000782 证券简称：恒申新材 公告编号：2026-003 广东恒申美达新材料股份公司 2025 年度业绩预告 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）以区间数进行业绩预告的 | | | | | | 单位：万元 | | --- | --- | --- | --- | --- | --- | | 项 目 | | 本报告期 | | | 上年同期 | | 归属于上市公司股东的净 | | -16,200 | ～ | -12,500 | -7,023.8 | | 利润 | 比上年同期下降 | 77.97% | ～ | 130.64% | | | 扣除非经常性损益后的净 | | -14,300 | ～ | -11,200 | -4,223.54 | | 利润 | 比上年同期下降 | 165.18% | ～ | 238.58% | | | 基本每股收益（元/股） | | -0.24 | ～ | -0.18 | -0.1 | | 营业收入 | | 220,000 | ～ | 280,000 | 325,369.14 | | 扣除 ...

恒申新材公告，预计2025年度净利润为负值，预计归属于上市公司股东的净利润为-1.62亿元至-1.25亿 元，同比下降77.97%至130.64%；扣除非经常性损益后的净利润为-1.43亿元至-1.12亿元，同比下降 165.18%至238.58%。营业收入预计为22亿元至28亿元，上年同期为32.54亿元；扣除后营业收入预计为 21.8亿元至27.8亿元，上年同期为32.47亿元。 ...

Group 1 - The chemical fiber sector experienced a rise of 0.95% on January 12, with Jilin Carbon Valley leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - Notable gainers in the chemical fiber sector included Jilin Qigu, which rose by 11.03% to a closing price of 20.14, and Zhongfu Shenying, which increased by 7.71% to 35.36 [1] Group 2 - The chemical fiber sector saw a net outflow of 180 million yuan from main funds, while retail investors contributed a net inflow of 271 million yuan [2] - The trading volume for Jilin Carbon Valley was 349,300 shares, with a transaction value of 672 million yuan, indicating strong investor interest [1][2] - The stock performance of other companies in the sector varied, with some experiencing declines, such as Montai High-tech, which fell by 7.82% to 32.05 [2] Group 3 - Jilin Carbon Valley had a main fund net inflow of 43.32 million yuan, while retail investors showed a net outflow of 834,500 yuan [3] - The main fund net inflow for Sanfangxiang was 33.51 million yuan, but retail investors faced a net outflow of 25.85 million yuan [3] - The overall trend indicates a mixed sentiment among different investor types within the chemical fiber sector [3]

Group 1 - The chemical fiber sector increased by 0.4% on January 9, with Hui Long New Materials leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] - Key stocks in the chemical fiber sector showed varied performance, with Hui Long New Materials closing at 39.94, up 4.88%, and other notable stocks like Rukhas and Shenma Co. also showing positive gains [1] Group 2 - The chemical fiber sector experienced a net outflow of 270 million yuan from main funds, while retail investors saw a net inflow of 243 million yuan [2] - The trading volume and turnover for various stocks in the sector varied, with significant transactions recorded for stocks like Nanjing Chemical Fiber and Hengshen New Materials, which saw declines [2] - The detailed fund flow analysis indicated that major stocks like Huaxi Co. and Shenma Co. had mixed net inflows and outflows from different investor categories [3]

Group 1 - The core point of the announcement is that Hengshen New Materials (000782) has confirmed that neither the company nor its subsidiaries have provided guarantees to entities outside the consolidated financial statements [1] - The company has no overdue guarantees or guarantees related to litigation [1] - There are no guarantees provided for shareholders, actual controllers, or their related parties [1]