Core Viewpoint - Tianqi Co., Ltd. (SZ002009) experienced a limit-up on January 30, 2026, reaching a price of 28.38 yuan, with a 10% increase, resulting in a total market capitalization of 11.415 billion yuan and a circulating market capitalization of 10.050 billion yuan, with a total transaction amount of 2.37 billion yuan [1] Group 1: Financial Performance - The company is projected to achieve a net profit of 45 million to 65 million yuan in 2025, a significant improvement from a loss of 255 million yuan in the previous year, indicating a turnaround to profitability, with a year-on-year growth in net profit attributable to shareholders of 117.64% to 125.48% [2] - The company's asset optimization efforts, including the transfer of 7% equity in Youqi Intelligent for 130 million yuan in cash and confirming an investment income of 115 million yuan, have positively impacted the stock price [2] Group 2: Business Growth and Strategic Initiatives - The intelligent equipment business is showing a clear growth trend, with high-margin overseas projects and stable domestic project progress, while the lithium battery recycling business has turned profitable due to rising cobalt prices, significantly narrowing losses [2] - The company is collaborating with Galaxy General and Foxconn to develop embodied intelligent robots, planning to achieve mass production in 2026 and deploy 2,000 units over five years, which opens new growth opportunities [2] Group 3: Market Trends and Technical Indicators - Recent data from Dongfang Caifu indicates a trend of capital inflow into the specialized equipment sector, with stocks in the same sector, including Tianqi Co., also experiencing limit-up situations, creating a sector-wide linkage effect [2] - The technical analysis shows that the MACD indicator for the stock has formed a golden cross recently, indicating short-term upward momentum [2]

Group 1 - The humanoid robot concept stocks in the A-share market have shown strong performance, with notable gains from companies such as Greentec Harmony, Tianqi Co., and Baida Precision, all reaching the daily limit increase [1] - The Beijing Humanoid Robot Innovation Center's pilot verification platform has officially launched, marking the first pilot platform for humanoid robots in Beijing, equipped with 500 sets of production and testing equipment and an annual production capacity of 5,000 humanoid robots [1] Group 2 - Greentec Harmony (688017) saw a price increase of 10.67%, with a total market value of 43.1 billion and a year-to-date increase of 22.40% [2] - Tianqi Co. (002009) experienced a 10.00% rise, with a market capitalization of 11.4 billion and a year-to-date increase of 25.46% [2] - Baida Precision (603331) increased by 9.99%, with a market value of 3.16 billion and a year-to-date increase of 9.68% [2] - Huayi Technology (688071) rose by 8.56%, with a market capitalization of 3.375 billion and a year-to-date increase of 20.02% [2] - Guanglian Aviation (300900) increased by 7.29%, with a total market value of 11.8 billion and a year-to-date increase of 1.33% [2] - Weichuang Electric (688698) saw a 6.33% increase, with a market value of 20.5 billion, but a year-to-date decrease of 3.01% [2] - Beite Technology (603009) rose by 6.07%, with a market capitalization of 19.3 billion and a year-to-date increase of 15.45% [2] - Feirongda (300602) increased by 5.87%, with a market value of 20.6 billion and a year-to-date increase of 6.54% [2] - Zhejiang Rongtai (603119) rose by 5.08%, with a market capitalization of 38.9 billion but a year-to-date decrease of 7.43% [2] - Xinzhi Group (002664) increased by 5.11%, with a market value of 10.5 billion and a year-to-date increase of 7.39% [2]

Group 1 - Tianqi Co., Ltd. and Baida Precision Engineering reached the daily limit increase in stock price [1] - Oke Yi saw a stock price increase of over 10% [1] - Huayi Technology, Kaibei Yi, and Green Harmony also experienced stock price increases [1]

Group 1 - The company expects a positive net profit for the year 2025, indicating a turnaround from previous losses [1] - The performance improvement is primarily driven by the smart equipment and lithium battery recycling sectors, with significant growth in overseas projects and a reduction in losses for the lithium battery recycling business [2] - The smart equipment business has a strong order reserve, with notable growth in both domestic and international markets, leading to stable revenue and profit growth [2] Group 2 - The lithium battery recycling business faced challenges due to unstable raw material supply, but improved capacity utilization in Q4 and rising cobalt prices have led to a significant reduction in losses [2] - The recycling equipment business has seen declining revenue due to a depressed scrap steel market, resulting in substantial losses [2] - The company is assessing goodwill impairment related to its acquisition of Jiangxi Tianqi Jintai Ge Cobalt Co., with indications of impairment based on market conditions and operational performance [3] Group 3 - The company anticipates recognizing an investment loss of between 25 million to 30 million yuan from its stake in Wuxi Youqi Intelligent Technology Co., which is still in the R&D phase [3] - Non-operating income for the reporting period is estimated to be around 130 million to 140 million yuan, primarily from the disposal of equity in associated companies and long-term assets [3] - The performance forecast is based on preliminary estimates and has not been audited, with final figures to be disclosed in the 2025 annual report [4]

Core Viewpoint - Tianqi Co., Ltd. (002009.SZ) is expected to report a net profit of 45 million to 65 million yuan for the year 2025, marking a significant turnaround from a loss of 255.09 million yuan in the previous year, indicating a return to profitability [1] Group 1: Financial Performance - The company achieved a turnaround in overall performance, moving from a loss to profitability [1] - The improvement in profitability is primarily attributed to the enhanced performance of two main business segments: smart equipment and lithium battery recycling [1] - The automotive smart equipment business is accelerating the execution of high-margin overseas projects, contributing positively to the financial results [1] Group 2: Business Segments - The lithium battery recycling business has significantly reduced its loss margin, further supporting the company's return to profitability [1]

Core Viewpoint - Tianqi Co., Ltd. (002009.SZ) announced an expected net profit attributable to shareholders of 45 million to 65 million yuan for 2025, a significant turnaround from a loss of 255.09 million yuan in the same period last year, indicating a recovery in overall performance [1] Group 1: Financial Performance - The company is projected to achieve profitability in 2025, with a net profit range of 45 million to 65 million yuan [1] - This marks a turnaround from the previous year's loss of 255.09 million yuan, demonstrating a year-on-year improvement [1] Group 2: Business Segments - The improvement in financial performance is primarily attributed to the enhanced profitability of two main business segments: smart equipment and lithium battery recycling [1] - The automotive smart equipment business is accelerating the execution of high-margin overseas projects, contributing positively to the overall performance [1] - The losses in the lithium battery recycling business have significantly narrowed, further supporting the company's recovery [1]

Core Viewpoint - Tianqi Co., Ltd. is expected to turn a profit in 2025, with a projected net profit attributable to shareholders ranging from 45 million to 65 million yuan, marking a year-on-year turnaround [1] Group 1: Financial Performance - The company anticipates a significant increase in net profit excluding non-recurring gains and losses, projected to be between -95 million and -65 million yuan, representing a year-on-year growth of 67.51% to 77.77% [1] - The overall performance during the reporting period is attributed to improved profitability in its two main businesses: intelligent equipment and lithium battery recycling [1] Group 2: Business Segments - Intelligent Equipment Business: The company has a robust order backlog, with significant growth in overseas markets and steady progress in domestic projects, leading to stable revenue and profit growth [1] - Lithium Battery Recycling Business: Despite challenges in raw material supply and lower-than-expected shipment volumes, the business saw a turnaround in gross margin due to improved capacity utilization and rising cobalt prices [1] - Circular Equipment Business: Revenue from this segment declined due to a sluggish scrap steel market, resulting in significant losses [1] Group 3: Impairment and Investment Losses - Goodwill Impairment: The company is assessing potential impairment of goodwill related to its acquisition of Jiangxi Tianqi Jintai Co., Ltd., with the final impairment amount pending audit results [1] - Investment Losses: The company expects to recognize investment losses in its associate, Wuxi Youqi Intelligent Technology Co., Ltd., estimated between 25 million and 30 million yuan due to ongoing R&D investments [1] Group 4: Non-Operating Gains and Losses - Non-operating gains and losses for the reporting period are estimated to be around 13 million to 14 million yuan, primarily from the disposal of equity interests in associates and long-term assets [1]

证券代码：002009 证券简称：天奇股份 公告编号：2026-005 天奇自动化工程股份有限公司 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 公司已就本次业绩预告情况与年报审计会计师事务所进行沟通，公司与会计师事务所对于本次业绩 预告不存在分歧。本次业绩预告未经会计师事务所预审计。 三、业绩变动原因说明 报告期内，公司整体业绩实现扭亏为盈，主要受益于智能装备、锂电池循环两大主业盈利情况改善： 汽车智能装备业务加速高毛利海外项目履约、锂电池循环业务亏损幅度大幅收窄。 1、智能装备业务：报告期内，公司智能装备业务订单储备充足，国内及海外市场协同发展成效显 著。海外市场方面，业务规模实现显著增长，市场份额稳步攀升；国内市场方面深度绑定主流车企，稳 步推进重要项目履约进程。高毛利海外项目与大规模国内项目的持续落地交付，推动公司智能装备业务 的营收规模与盈利水平持续稳定增长。 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扭亏为盈情形 （1） ...

重要的消息有哪些 1．国务院总理李强日前签署国务院令，公布修订后的《中华人民共和国药品管理法实施条例》，自2026年5月15日起施行。 2．英国首相斯塔默将于1月28日至31日对中国进行正式访问，这将是英国首相时隔8年首次访华。商务部新闻发言人27日就中英经贸合作情况答记者问时 表示，访问期间，商务部拟与英方签署贸易投资合作方面成果文件，力争打造中英经贸合作的新增长点。 3．近日，中国人民银行召开2026年反洗钱工作会议。会议要求，2026年要充分认识反洗钱工作面临的新形势新要求，认真做好当前和今后一段时期反洗 钱重点工作。一是持续推进反洗钱条线从严治党，坚持以高水平党建引领业务工作。二是全力做好第五轮反洗钱国际评估工作，推进我国反洗钱工作高质 量发展。三是有序推动新修订的《中华人民共和国反洗钱法》和相关制度落地实施，进一步发挥反洗钱工作部际联席会议机制作用。四是切实提高金融机 构和特定非金融机构反洗钱监管能力，不断提升受益所有人信息管理工作质量。五是建立打击治理洗钱违法犯罪常态化工作机制，进一步提升反洗钱监测 分析能力。 6．近期，印度暴发尼帕病毒病疫情引发关注。国家疾控局有关负责人表示，目前我国尚未发现尼 ...

Key Highlights - Tianqi Co., Ltd. participated in financing for Galaxy General Robotics, acquiring up to 0.38% equity [1] - Hualan Vaccine has no vaccine products available for the prevention of Nipah virus [1] - Aisen Co., Ltd. plans to invest 2 billion yuan to build an integrated circuit materials manufacturing base in East China [1] - Beixin Road and Bridge won a contract for a project worth 1.221 billion yuan [1] - Yongding Co., Ltd. expects a net profit increase of 225.66% to 388.48% in 2025 [1] - Puxin Co., Ltd. intends to acquire a 5% stake in Liyuan Fluororesin for 240 million yuan [1] - Huatai Medical has repurchased 0.7202% of its shares [1] - Dayi Long plans to reduce its stake by no more than 3% [1] - Dongcai Technology's actual controller and vice chairman, Xiong Haitao, has been detained [1] - Yichang Technology's actual controller, Xiong Haitao, is under investigation and has been detained [1] Project Investments - Nord Co., Ltd. plans to invest 168 million yuan to upgrade production line equipment for Qinghai Electronics [1] - Aisen Co., Ltd. is set to invest 2 billion yuan in a manufacturing base for integrated circuit materials [1] Contract Awards - Jintanglang Co., Ltd. won a contract for the interior decoration and weak current intelligent engineering of a new hotel project [1] - Beixin Road and Bridge secured a contract worth 1.221 billion yuan [1] - Huakang Clean won a project worth 54.88 million yuan [1] Earnings Forecasts - New Meixing Co., Ltd. expects a net profit growth of 160.76% to 204.96% in 2025 [1] - Hongxin Electronics anticipates a net profit of 110 million to 150 million yuan in 2025, a year-on-year increase of 93.61% to 164.01% [1] - Yongding Co., Ltd. forecasts a net profit increase of 225.66% to 388.48% in 2025 [1] - Zhenlei Technology expects a net profit increase of 529.64% to 642.26% in 2025 [1] - Ningbo Fubang anticipates a net profit growth of 3099.59% to 4379.43% in 2025 [1] Share Acquisitions - Puxin Co., Ltd. plans to acquire a 5% stake in Liyuan Fluororesin for 240 million yuan [1] - Yingxin Development intends to acquire 60% equity in Changxing Semiconductor [1] Share Buybacks - Jingji Zhino has repurchased 5.438 million shares [2] - Huatai Medical has repurchased 0.7202% of its shares [2] Share Reductions - Baida Precision plans to reduce its stake by no more than 2% [2] - Dayi Long intends to reduce its stake by no more than 3% [2] - Zhishang Technology's Liu Dongsheng and Liu Dongli plan to reduce their stakes by no more than 3% [2] - Shichuang Securities' City Power plans to reduce its holdings by no more than 27.245 million A-shares [2] - Pianzaihuang's Jiulongjiang Group plans to increase its holdings by 300 million to 500 million yuan [2] Other News - Dongcai Technology's actual controller and vice chairman, Xiong Haitao, has been detained [2] - Jingpin Special Equipment has been banned from participating in procurement activities for military supplies for three years [2] - Yichang Technology's actual controller, Xiong Haitao, is under investigation and has been detained [2]