报告期内，公司盈利同比大幅增长主要受益于矿石类主要产品价格上涨。 粤桂股份（000833）(000833.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利润4.43亿 元至5.03亿元，同比增长59.03%至80.57%。扣除非经常性损益后的净利润4.45亿元至5.03亿元，同比增 长57.86%至78.84%。 ...

人民财讯1月20日电，粤桂股份（000833）1月20日发布业绩预告，预计2025年归属于上市公司股东的净 利润4.43亿元—5.03亿元，同比增长59.03%—80.57%。报告期内，公司盈利同比大幅增长主要受益于矿 石类主要产品价格上涨。同时，公司大力推进降本增效，向管理要效益，运营效率持续提升。在产品价 格上涨与持续推动管理变革的双重驱动下，公司利润实现同步增长。 ...

格隆汇1月20日丨粤桂股份(000833.SZ)公布，预计2025年归属于上市公司股东的净利润44,300万元～ 50,300万元，比上年同期增长59.03%～80.57%，扣除非经常性损益后的净利润44,460万元～50,370万 元，比上年同期增长57.86%～78.84%。 报告期内，公司盈利同比大幅增长主要受益于矿石类主要产品价格上涨。同时，公司大力推进降本增 效，向管理要效益，运营效率持续提升。在产品价格上涨与持续推动管理变革的双重驱动下，公司利润 实现同步增长。 ...

南财智讯1月20日电，粤桂股份发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 44300万元—50300万元，同比预增59.03%—80.57%；预计2025年全年归属于上市公司股东的扣除非经 常性损益的净利润为44460万元—50370万元，同比预增57.86%—78.84%，(一)报告期内，公司盈利同比 大幅增长主要受益于矿石类主要产品价格上涨。同时，公司大力推进降本增效，向管理要效益，运营效 率持续提升。在产品价格上涨与持续推动管理变革的双重驱动下，公司利润实现同步增长。(二)报告期 内，非经常性损益项目对归属于上市公司股东的净利润无重大影响。 ...

每经AI快讯，1月20日，粤桂股份(000833.SZ)公告称，粤桂股份发布2025年度业绩预告，预计归属于上 市公司股东的净利润为4.43亿元~5.03亿元，比上年同期增长59.03%~80.57%。报告期内，公司盈利同比 大幅增长主要受益于矿石类主要产品价格上涨，同时公司大力推进降本增效，运营效率持续提升。 （文章来源：每日经济新闻） ...

粤桂股份公告，预计2025年度净利润为4.43亿元至5.03亿元，同比增长59.03%～80.57%。报告期内，公 司盈利同比大幅增长主要受益于矿石类主要产品价格上涨。同时，公司大力推进降本增效，向管理要效 益，运营效率持续提升。在产品价格上涨与持续推动管理变革的双重驱动下，公司利润实现同步增长。 ...

证券代码：000833 证券简称：粤桂股份 公告编号：2026-002 广西粤桂广业控股股份有限公司 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 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 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利润 | | 44,300 | ～ | 50,300 | 27,857 | | | 比上年同期增长 | 59.03% | ～ | 80.57% | | | 扣除非经常性损益后的净利润 | | 44,460 | ～ | 50,370 | 28,165 | | | 比上年同期增长 | 57.86% | ～ | 78.84% | | | 基本每股收益（元/股） | | 0.5523 | ～ | 0.6271 | 0.3473 | 二、与会计师事务所沟通情况 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600689 | 上海三毛 | 13.80 | -0.14% | 2.63万 | 3635.31万 | | 000652 | 泰达股份 | 4.28 | 0.00% | 17.95万 | 7674.88万 | | 600673 | 东阳光 | 29.15 | 0.00% | 76.60万 | 21.98亿 | | 600805 | 悦达投资 | 5.79 | 0.35% | 18.86万 | 1.08亿 | | 600881 | 亚泰集团 | 1.87 | 0.54% | 29.25万 | 5443.45万 | | 600770 | 综艺股份 | 5.60 | 0.54% | 15.43万 | 8603.89万 | | 600682 | 南京新白 | 8.64 | 1.17% | 24.00万 | 2.06亿 | | 600620 | 天宸股份 | 7.03 | 1.30% | 10.33万 | 7212.90万 | | 000632 | 三木集团 ...

Market Overview - The comprehensive sector increased by 0.23% compared to the previous trading day, with Dongyangguang leading the gains [1] - The Shanghai Composite Index closed at 4138.76, down by 0.64%, while the Shenzhen Component Index closed at 14169.4, down by 1.37% [1] Stock Performance - Dongyangguang (600673) closed at 30.28, up by 1.24% with a trading volume of 908,000 shares [1] - Nanjing New Bai (600682) closed at 9.26, up by 1.20% with a trading volume of 641,600 shares [1] - Other notable stocks include Yatai Group (600881) at 1.91, up by 0.53%, and Ningbo United (600051) at 7.67, up by 0.52% [1] Capital Flow - The comprehensive sector experienced a net outflow of 300 million yuan from main funds, while retail investors saw a net inflow of 310 million yuan [2] - The net outflow from speculative funds was 9.39 million yuan [2] Individual Stock Capital Flow - Nanjing New Bai (600682) had a main fund net inflow of 14.01 million yuan, while speculative funds saw a net outflow of 9.75 million yuan [3] - Ningbo United (600051) reported a main fund net inflow of 4.93 million yuan, with speculative funds experiencing a net outflow of 4.01 million yuan [3] - Special mention to Te Li A (000025) with a significant main fund net outflow of 28.45 million yuan, but a retail net inflow of 30.32 million yuan [3]

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Insights - The chemical industry is expected to experience an upward cycle due to the implementation of "anti-involution" policies in China and the accelerated exit of some European facilities [29] - The report highlights the potential for domestic substitution of semiconductor materials from Japan due to rising geopolitical tensions, which could benefit various companies in the sector [5] - The chromium salt industry is undergoing a value reassessment driven by increased demand from AI data centers and commercial aircraft engines, with a projected supply-demand gap of 340,900 tons by 2028 [8] Summary by Sections Industry Performance - The chemical industry has shown strong relative performance with a 1-month increase of 10.7%, 3-month increase of 9.6%, and a 12-month increase of 45.1%, outperforming the CSI 300 index [3] Price Trends - Key products such as lithium carbonate and polysilicon have seen significant price increases, supported by policy guidance and industry self-discipline [12] - The price of chromium salts has remained stable, with metal chromium priced at 82,000 CNY/ton as of January 9, 2026 [15] Investment Opportunities - Focus on companies with low-cost expansion capabilities, such as Wanhu Chemical and Hualu Hengsheng, as well as those in sectors with improving market conditions like chromium salts and phosphates [6][9] - High dividend yield opportunities are identified in state-owned enterprises like China Petroleum and China National Chemical [10] Key Company Tracking - Companies such as Dongfang Shenghong and Huabei Yihua are highlighted for their earnings potential, with projected EPS growth for 2026 [30] - The report tracks specific price movements for various chemicals, including a notable increase in the price of ammonium phosphate and a stable price for urea [17][19]