Core Viewpoint - Gansu Energy has shown significant stock performance with a year-to-date increase of 20.51% and a recent surge of 9.47% over the last five trading days, indicating strong market interest and potential growth in the clean energy sector [1][2]. Financial Performance - For the first half of 2025, Gansu Energy reported a revenue of 3.931 billion yuan, representing a year-on-year growth of 218.34%, and a net profit attributable to shareholders of 825 million yuan, up 187.58% [2]. - Cumulative cash dividends since the company's A-share listing amount to 1.654 billion yuan, with 855.6 million yuan distributed over the past three years [3]. Shareholder Information - As of September 19, 2025, the number of shareholders for Gansu Energy is 51,800, a decrease of 0.76% from the previous period, while the average number of circulating shares per person increased by 0.77% to 37,380 shares [2]. - The top ten circulating shareholders saw a change, with Hong Kong Central Clearing Limited exiting the list as of June 30, 2025 [3]. Market Activity - On October 15, Gansu Energy's stock price reached 7.05 yuan per share, with a trading volume of 226 million yuan and a turnover rate of 1.68%, reflecting active trading [1]. - The stock experienced a net outflow of 6.8139 million yuan from major funds, with significant buying and selling activity from large orders [1]. Business Overview - Gansu Energy, established on September 23, 1997, and listed on October 14, 1997, operates primarily in hydropower, wind power, and photovoltaic power generation, with the revenue breakdown being 73.19% from thermal power, 16.03% from hydropower, 6.90% from wind power, and 3.62% from photovoltaic power [1]. - The company is categorized under the public utility sector, specifically in electricity and hydropower generation, and is associated with concepts such as green power and clean energy [1].

Group 1 - Salt Lake Co. expects net profit for the first three quarters of 2025 to be between 4.3 billion and 4.7 billion yuan, representing a year-on-year increase of 36.89% to 49.62% [1][2] - The increase in profit is attributed to the rise in potassium chloride prices compared to the previous year, which boosted profitability in that segment [1] - Lithium carbonate market prices have seen a downward adjustment, but overall performance remains positive compared to the previous year [1] Group 2 - Lingyi Technology anticipates net profit for the first three quarters of 2025 to be between 1.89 billion and 2.12 billion yuan, reflecting a growth of 34.10% to 50.42% year-on-year [4][5] - The growth is driven by the launch of new AI terminal products and increased production capacity [5] Group 3 - Xinhua Insurance projects net profit for the first three quarters of 2025 to be between 29.986 billion and 34.122 billion yuan, an increase of 45% to 65% year-on-year [7] - The growth is attributed to improved asset allocation and a favorable capital market environment, leading to significant investment income [7] Group 4 - Sanmei Co. expects net profit for the first three quarters of 2025 to be between 1.524 billion and 1.646 billion yuan, indicating a year-on-year increase of 171.73% to 193.46% [22] - The increase is driven by the reduction in production quotas for certain refrigerants and rising market prices [22] Group 5 - Flying Technology anticipates net profit for the first three quarters of 2025 to be between 275 million and 300 million yuan, representing a growth of 110.80% to 129.96% year-on-year [24] - The growth is supported by increased investment in cutting-edge fields and a recovery in consumer electronics demand [24] Group 6 - Northern Rare Earth received a warning letter from the Inner Mongolia Securities Regulatory Bureau for failing to disclose related party non-operating fund occupation [6] - The company incurred costs related to employee salaries and benefits post-acquisition, which were not disclosed as required [6] Group 7 - Gansu Energy expects net profit for the first three quarters of 2025 to be between 1.55 billion and 1.6 billion yuan, reflecting a year-on-year increase of 11.86% to 15.47% [29] - The increase is attributed to a decrease in power generation costs compared to the previous year [29] Group 8 - Dongfang Tower anticipates net profit for the first three quarters of 2025 to be between 750 million and 900 million yuan, indicating a growth of 60.83% to 93% year-on-year [30] - The growth is driven by stable production in potassium chloride and rising market prices [30]

（文章来源：证券日报） 证券日报网讯 10月13日晚间，甘肃能源发布2025年前三季度业绩预告称，公司预计2025年前三季度归 属于上市公司股东的净利润为155，000万元至160，000万元，比上年同期增长11.86%至15.47%（重述 后数据）。 ...

Group 1: Financial Performance - Xinhua Insurance expects a net profit of 29.986 billion to 34.122 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 45% to 65% due to reforms and improved investment returns [2] - Feirongda anticipates a net profit of 275 million to 300 million yuan for the first three quarters of 2025, reflecting a growth of 110.80% to 129.96% driven by increased R&D in AI and cooling technologies [2] - Lingyi Zhizao forecasts a net profit of 1.890 billion to 2.120 billion yuan for the first three quarters of 2025, marking a growth of 34.10% to 50.42% attributed to new product launches and increased overseas revenue [5] - Yilake Co. expects a net profit of 4.300 billion to 4.700 billion yuan for the first three quarters of 2025, with a significant increase of 36.89% to 49.62% driven by rising potassium chloride prices [6] - Bojun Technology projects a net profit increase of 50% to 80% for the first three quarters of 2025 [9] Group 2: Regulatory and Corporate Actions - Fudan Zhangjiang's application for the drug Obeticholic Acid for primary biliary cholangitis was not approved by the National Medical Products Administration, with a total R&D investment of approximately 125 million yuan [3] - Northern Rare Earth received a warning letter from the Inner Mongolia Securities Regulatory Bureau for failing to disclose non-operating fund occupation by an affiliate, totaling 8.9485 million yuan [7] - Tianji Co. announced that its major shareholders reduced their holdings by 2.9996% and have terminated their reduction plan ahead of schedule [8] Group 3: Market Trends and Developments - The demand for AI server cooling solutions and related materials has increased, contributing to Feirongda's revenue growth [2] - The overall market for potassium chloride has seen price increases, positively impacting Yilake Co.'s profitability [6] - The consumer electronics market is recovering, leading to increased demand for thermal management materials, benefiting Feirongda's market share [2]

Group 1 - Harbin Air Conditioning plans to transfer 40% equity of its subsidiary, Harbin Fushanchuan Biotechnology Development Co., Ltd. The subsidiary reported a net profit of -16.0963 million yuan for 2024, which is 218.83% of the previous year's net profit absolute value [1] - Xinhua Insurance expects a net profit of 29.986 billion to 34.122 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 45% to 65% [1][2] - Gansu Energy anticipates a net profit of 1.55 billion to 1.6 billion yuan for the first three quarters of 2025, reflecting a year-on-year increase of 11.86% to 15.47% [2][3] Group 2 - Dongfang Tower forecasts a net profit of 750 million to 900 million yuan for the first three quarters of 2025, indicating a year-on-year growth of 60.83% to 93% [4] - Meili Eco announced that its subsidiary won a bid for an EPC project worth 2.375 billion yuan [6] - Bohai Chemical's wholly-owned subsidiary will undergo routine maintenance for its 600,000 tons/year PDH unit, expected to last about 30 days [8] Group 3 - Qin Port Co. reported a total throughput of 317.02 million tons for the first nine months of 2025, a year-on-year increase of 5.56% [10] - Jianglong Shipbuilding won a bid for a 72.99 million yuan fishery enforcement vessel project, accounting for 4.22% of its 2024 audited revenue [11] - Longyuan Technology expects a net profit of 35 million to 40 million yuan for the first three quarters of 2025, representing a year-on-year increase of 50.11% to 71.55% [12] Group 4 - Naipu Mining anticipates a net profit of 61 million to 66 million yuan for the first three quarters of 2025, reflecting a year-on-year decline of 45.16% to 49.32% [14] - Jinggong Steel Structure reported a cumulative contract amount of 17.98 billion yuan for the first nine months of 2025, a year-on-year increase of 4.8% [15][16] - Shenzhen Gas reported a net profit of 918 million yuan for the first three quarters of 2025, a year-on-year decrease of 13.08% [17] Group 5 - Yabao Pharmaceutical's subsidiary received a drug registration certificate for a new diabetes medication [18] - Shaanxi Coal's coal production in September was 14.56 million tons, a year-on-year increase of 5.34% [20] - Sifang New Materials reported a 15.94% year-on-year decline in concrete production for the first three quarters [22] Group 6 - Nanjing Foods reported a consolidated revenue of 276 million yuan in September, a slight increase of 0.0016% year-on-year [23] - Pulaike received a new veterinary drug registration certificate for a flea and tick treatment [24] - Zhucheng Technology received a cash dividend of 15 million yuan from its subsidiary [25] Group 7 - David Medical's subsidiary received a medical device registration certificate for a portable electronic endoscope image processor [26] - Zhongtong Bus reported a 36.88% year-on-year increase in sales in September, totaling 1,106 units [27] - Xiantan Co. reported a 11.95% year-on-year increase in chicken sales revenue in September [28] Group 8 - Bojun Technology expects a net profit of 552 million to 662 million yuan for the first three quarters of 2025, a year-on-year increase of 50% to 80% [30] - Haishi Pharmaceutical's innovative pain relief drug clinical trial application has been accepted [31] - Lingxiao Pump Industry used 80 million yuan of idle funds to purchase financial products [32] Group 9 - Qiangda Circuit's subsidiary completed business registration changes to expand its operational scope [33] - *ST Tianyu's controlling shareholder applied for bankruptcy liquidation due to severe financial difficulties [34] - Baolidi's shareholder plans to reduce holdings by up to 1 million shares [36] Group 10 - Zijin Mining completed the acquisition of Kazakhstan's Raygorodok gold mine, controlling 100% of its rights [44] - Zhonggang Luoyang's indirect controlling shareholder completed a capital increase, raising registered capital from approximately 26.666 billion yuan to 44.824 billion yuan [46] - Jinyu Jidong's director resigned due to work adjustments [47]

智通财经APP讯，甘肃能源(000791.SZ)披露2025年前三季度业绩预告，公司预计归属于上市公司股东的 净利润15.5亿元至16亿元，同比增长11.86%至15.47%(重述后数据);扣除非经常性损益后的净利润15.4亿 元至15.9亿元，同比增长152.61%至160.81%(重述后数据)。 ...

格隆汇10月13日丨甘肃能源(000791.SZ)公布，预计前三季度归属于上市公司股东的净利润155,000万元 ～160,000万元，比上年同期增长11.86%～15.47%（重述后数据），扣除非经常性损益后的净利润 154,000万元～159,000万元，比上年同期增长152.61%～160.81%（重述后数据）。 本报告期预计归属于上市公司股东的净利润同比增加（原报告数据），主要是2024年公司实施发行股份 及支付现金购买资产并募集配套资金，常乐公司已于2024年11月正式纳入公司合并报表范围；预计归属 于上市公司股东的净利润同比增加（重述后数据），主要是预计报告期内发电成本较上年同期有所下 降。 ...

Core Viewpoint - Gansu Energy (000791) expects a net profit attributable to shareholders of 1.55 billion to 1.6 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 11.86% to 15.47% due to a decrease in power generation costs compared to the same period last year [1] Financial Performance - The projected net profit for the first three quarters of 2025 is between 1.55 billion and 1.6 billion yuan [1] - This represents a year-on-year increase of 11.86% to 15.47% [1] - The anticipated growth in net profit is primarily attributed to a reduction in power generation costs compared to the previous year [1]

Core Viewpoint - Gansu Energy (000791.SZ) expects a net profit attributable to shareholders of 1.55 billion to 1.6 billion yuan for the first three quarters, representing a year-on-year growth of 11.86% to 15.47% [1] Financial Performance - The net profit after deducting non-recurring gains and losses is projected to be between 1.54 billion and 1.59 billion yuan, indicating a significant year-on-year increase of 152.61% to 160.81% [1] - The increase in net profit is primarily attributed to the implementation of a share issuance and cash payment for asset acquisition, along with the inclusion of Changle Company in the consolidated financial statements starting November 2024 [1] Cost Factors - The anticipated increase in net profit is also linked to a decrease in power generation costs compared to the same period last year [1]

Core Viewpoint - Gansu Energy (000791.SZ) forecasts a net profit attributable to shareholders of 1.55 billion to 1.6 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 11.86% to 15.47% [1] Financial Performance - The projected net profit range is between 1.55 billion yuan and 1.6 billion yuan [1] - This indicates an increase compared to the same period last year, with a growth rate of 11.86% to 15.47% [1] - The cost of electricity generation has decreased compared to the same period last year [1]