Core Viewpoint - Yuegui Co., Ltd. (000833.SZ) expects a significant increase in net profit for Q3 2025, projecting a range of 420 million to 470 million yuan, representing a year-on-year growth of 86.87% to 109.11% [1] Financial Performance - The company is actively pursuing cost reduction and efficiency improvement strategies, which have effectively lowered product costs [1] - The prices of major ore products have increased year-on-year, contributing to enhanced profitability [1] - The combination of cost advantages and rising prices has led to a simultaneous increase in sales profits within the ore segment [1]

I. [Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company forecasts significant year-on-year growth in net profit and basic EPS for Q1-Q3 2025 [1.1 Performance Forecast Period](index=1&type=section&id=1.1%20Performance%20Forecast%20Period) The company forecasts performance for the period from January 1, 2025, to September 30, 2025 - The performance forecast period is from **January 1, 2025, to September 30, 2025**[3](index=3&type=chunk) [1.2 Performance Forecast Details](index=1&type=section&id=1.2%20Performance%20Forecast%20Details) Significant year-on-year growth is projected for net profit, net profit after non-recurring items, and basic EPS in Q1-Q3 2025 - Net profit is expected to be **positive** and show a **year-on-year increase**[4](index=4&type=chunk) Key Financial Indicators for Q3 2025 Performance Forecast | Item | Current Period (Million Yuan) | Prior Year Period (Million Yuan) | Year-on-Year Growth | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | 420.00 — 470.00 | 224.76 | 86.87% — 109.11% | | Net Profit After Non-Recurring Gains/Losses | 414.89 — 464.89 | 227.13 | 82.67% — 104.68% | | Basic Earnings Per Share (Yuan/Share) | 0.5236 — 0.586 | 0.2802 | - | II. [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) Preliminary performance forecast data, based on internal calculations, remains unaudited by an accounting firm - The financial data in this performance forecast represents **preliminary calculations** by the company's finance department[6](index=6&type=chunk) - The performance forecast has **not been audited** by an accounting firm[6](index=6&type=chunk) III. [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) Performance growth is driven by cost reduction, efficiency, and rising ore prices; non-recurring items have no material impact [3.1 Reasons for Operating Performance Growth](index=1&type=section&id=3.1%20Reasons%20for%20Operating%20Performance%20Growth) Sales profit in the ore segment grew significantly due to cost reduction, efficiency, and rising ore product prices - The company continuously advanced **cost reduction and efficiency improvement** initiatives, effectively lowering product costs[7](index=7&type=chunk) - Prices of **main ore products increased year-on-year**[7](index=7&type=chunk) - Driven by both **cost advantages and rising product prices**, sales profit in the ore segment achieved simultaneous growth[7](index=7&type=chunk) [3.2 Impact of Non-Recurring Gains and Losses](index=1&type=section&id=3.2%20Impact%20of%20Non-Recurring%20Gains%20and%20Losses) Non-recurring gains and losses had no significant impact on net profit attributable to shareholders during the reporting period - Non-recurring gains and losses had **no significant impact** on net profit attributable to shareholders[8](index=8&type=chunk) IV. [Risk Warning](index=1&type=section&id=IV.%20Risk%20Warning) The company has not identified any significant uncertainties that could affect the accuracy of this performance forecast - The company has not identified any **significant uncertainties** affecting the accuracy of this performance forecast[10](index=10&type=chunk) V. [Other Related Explanations](index=2&type=section&id=V.%20Other%20Related%20Explanations) Preliminary performance forecast data is subject to the final Q3 2025 report; investors should note investment risks - This performance forecast contains **preliminary calculated data** only[11](index=11&type=chunk) - Specific data will be subject to the company's officially disclosed **Q3 2025 report for 2025**[11](index=11&type=chunk) - The company's designated information disclosure media are Securities Times, Securities Daily, and Juchao Information Network[11](index=11&type=chunk) - Investors are reminded to be aware of **investment risks**[11](index=11&type=chunk)

Core Viewpoint - The company, Yuegui Co., clarified on October 10 that it does not produce sulfur [2] Group 1 - The company responded to investor inquiries on an interactive platform [2]

Core Viewpoint - The company, Yuegui Co., indicated that the use of amino sulfonic acid in solid-state batteries depends on the specific technology route of the batteries, with some current solid-state battery technologies incorporating amino sulfonic acid [2] Group 1 - The company responded to investor inquiries on October 10 regarding the application of amino sulfonic acid in solid-state batteries [2]

Market Overview - On October 9, the comprehensive sector rose by 0.19% compared to the previous trading day, with Yuegui Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Stock Performance - The top-performing stocks included: - Yuegui Co., Ltd. (Code: 000833) with a closing price of 14.18, up 2.24%, and a trading volume of 352,900 shares, totaling a transaction value of 495 million [1] - Te Li A (Code: 000025) closed at 17.90, up 2.05%, with a trading volume of 115,800 shares, totaling 207 million [1] - Shanghai Sanmao (Code: 600689) closed at 14.00, up 1.52%, with a trading volume of 43,100 shares, totaling 60.1 million [1] Capital Flow - The comprehensive sector experienced a net outflow of 62.59 million from main funds, while retail funds saw a net inflow of 34.55 million [2] - The net inflow from speculative funds was 28.04 million [2] Individual Stock Capital Flow - Yuegui Co., Ltd. had a main fund net outflow of 51.56 million, with a main fund net proportion of -10.41% [3] - Yueda Investment (Code: 600805) saw a net inflow of 15.03 million from main funds, with a main fund net proportion of 12.61% [3] - Zhangzhou Development (Code: 000753) had a net inflow of 8.74 million from main funds, with a main fund net proportion of 3.06% [3]

Core Viewpoint - The stock of Guangxi Yuegui Holdings Co., Ltd. has shown a significant increase in price and trading activity, indicating positive market sentiment and potential investment opportunities [1][3]. Company Overview - Guangxi Yuegui Holdings Co., Ltd. was established on October 5, 1994, and listed on November 11, 1998. The company is based in Guangzhou, Guangdong Province, and its main business includes the production and sale of mechanism sugar, pulp, and paper, as well as the mining and processing of sulfur iron ore and other products [2]. - The revenue composition of the company includes: sulfur concentrate (37.15%), mechanism sugar (21.46%), pulp (13.92%), and other products [2]. Financial Performance - As of June 30, the company reported a revenue of 1.359 billion yuan for the first half of 2025, representing a year-on-year growth of 1.29%. The net profit attributable to shareholders was 234 million yuan, showing a significant increase of 72.99% year-on-year [3]. - The company has distributed a total of 595 million yuan in dividends since its A-share listing, with 175 million yuan distributed in the last three years [4]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 10.51% to 73,400, while the average circulating shares per person increased by 11.74% to 6,180 shares [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 4.7422 million shares, a decrease of 437,500 shares compared to the previous period [4].

Group 1 - The core viewpoint of the article is that Yuegui Co., Ltd. is intensifying its investment in the mining sector by acquiring mining rights for quartzite in Guangdong Province, which aligns with the company's strategic development plan for sustainable growth [2][3] - Yuegui Co., Ltd.'s subsidiary, Jingyuan Mining, won the bidding for mining rights at a price of 222 million yuan, with a resource reserve of 18.163 million cubic meters and an annual production capacity of 2.6 million tons [2] - The company reported that its mining sector is the largest revenue source, contributing 39.59% of total income, with mining, sugar, paper, and chemical businesses generating revenues of 538 million yuan, 292 million yuan, 198 million yuan, and 186 million yuan respectively [3] Group 2 - In the first half of 2025, Yuegui Co., Ltd. achieved a revenue of 1.359 billion yuan, a year-on-year increase of 1.29%, and a net profit of 234 million yuan, reflecting a significant year-on-year growth of 72.99% [4] - The company's net profit has shown consistent growth over seven consecutive quarters, with notable increases in each quarter, including a staggering 163.26 times increase in one quarter [5] - The company's debt-to-asset ratio improved to 33.84% by the end of the first half of 2025, down from 37.61% in the same period of 2024, indicating better financial health [5]

Group 1 - The Shanghai Composite Index fell by 0.01% on September 25, with 7 out of the 28 sectors rising, led by Media and Communication sectors, which increased by 2.23% and 1.99% respectively [1] - The Comprehensive sector experienced a decline of 1.30%, with a net outflow of 22.6 million yuan in main capital throughout the day, and all 16 stocks in this sector fell [1] - Among the stocks in the Comprehensive sector, Tianchen Co. saw the highest net inflow of capital at 3.96 million yuan, followed by Taida Co. and Yatai Group with net inflows of 1.19 million yuan and 1.18 million yuan respectively [1] Group 2 - The stocks with the largest net outflows in the Comprehensive sector included Dongyangguang, Yuegui Co., and Nanjing Xinbai, with net outflows of 159 million yuan, 27.49 million yuan, and 14.65 million yuan respectively [1] - The table provided lists various stocks in the Comprehensive sector, detailing their daily price changes, turnover rates, and main capital flow, highlighting significant declines in stocks such as Dongyangguang (-1.23%) and Nanjing Xinbai (-1.74%) [1]

Core Viewpoint - The company, Yuegui Co., announced its participation in a public auction for quartzite mining rights, successfully bidding approximately 222.24 million yuan [1] Group 1 - The company held its 40th meeting of the 9th Board of Directors on September 23, 2025, to approve the proposal for its subsidiary to participate in the mining rights auction [1] - The subsidiary, Guangdong Yuegui Crystal Mining Co., participated in the auction on September 24, 2025, through the Qingyuan Public Resource Trading Platform [1] - The winning bid for the quartzite mining rights was 222,238,200 yuan [1]

Group 1 - Guangdong Yuegui Jingyuan Mining Co., Ltd. has been established with a registered capital of 100 million RMB [1] - The legal representative of the company is Chen Xiaoyu [1] - The business scope includes mineral selection, sales of non-metallic minerals and products, and manufacturing of non-metallic mineral products [1] - Yuegui Co., Ltd. holds 100% ownership of the new company [1]