北斗星通在互动平台表示，直接应用到火箭和卫星的收入占比很小，粗略估算不到千分之一。 ...

Monetary Policy and Economic Measures - The central bank governor Pan Gongsheng stated that a moderately loose monetary policy will continue in 2026, with room for further cuts in reserve requirement ratios and interest rates to maintain ample liquidity [3] - The first batch of 936 billion yuan of ultra-long special government bonds has been allocated to support approximately 4,500 projects in various sectors, expected to drive total investment exceeding 460 billion yuan [4] - The People's Bank of China will conduct a 900 billion yuan MLF operation on January 23, net injecting 700 billion yuan into the market, marking the 11th consecutive month of increased operations [4] Consumer and Investment Trends - State-owned banks collectively announced the implementation of personal consumption loan interest subsidy policies, allowing some high-quality clients to enjoy effective interest rates in the "2%" range, lower than current housing loan rates [3] - Public funds have focused their fourth-quarter 2025 positions on core sectors such as electronics and power equipment, with Zhongji Xuchuang becoming the largest holding stock [3] Market Performance - The A-share market saw a slight increase, with the Shanghai Composite Index rising 0.14% to 4122.58 points, and the Shenzhen Component Index increasing by 0.5% [6] - The Hong Kong stock market also experienced minor fluctuations, with the Hang Seng Index rising 0.17% to 26629.96 points, and net inflows from southbound funds amounting to 5.166 billion HKD [6] Corporate Developments - Alibaba Group has decided to support its chip company "Pingtouge" for independent listing, with plans for restructuring to a mixed-ownership enterprise [7] - Xiaomi Group has initiated a stock repurchase plan of up to 2.5 billion HKD [9] - Nanjing Bank reported a net profit growth of 8.08% year-on-year for 2025 [9] Regulatory and Policy Updates - The State Administration for Market Regulation has issued a red card for the first time in the public utility sector, prohibiting a merger between two gas companies [10] - Nine departments jointly issued opinions to promote high-quality development in the pharmaceutical retail industry, encouraging mergers and acquisitions among retail pharmacies [10] Economic Indicators - The unemployment rate for urban labor aged 16-24 was reported at 16.5% in December 2025, while the rate for those aged 25-29 was 6.9% [5] - The National Bureau of Statistics reported a 28.1% year-on-year increase in sales revenue for the smart device manufacturing industry in 2025 [10]

Core Viewpoint - The company anticipates a negative net profit for the fiscal year 2025, focusing on strategic adjustments and market opportunities to mitigate losses [2][3]. Group 1: Performance Forecast - The performance forecast period is set from January 1, 2025, to December 31, 2025, with an expected net profit in negative territory [1]. - The company has communicated its performance forecast with its auditing firm, and there are no discrepancies reported [2]. Group 2: Reasons for Performance Changes - The company is concentrating on its core businesses, including smart positioning digital bases and ceramic components, which has led to a reduction in losses for the parent net profit [3]. - Rapid expansion in demand for emerging sectors such as lawn mowers, smart driving, and consumer electronics has significantly increased revenue from core product lines, contributing to profit growth [3]. - A strategic acquisition of Shenzhen Tianli has enabled the company to enhance its antenna business in automotive applications, further increasing revenue and profit [3]. - The company plans to recognize an impairment of goodwill amounting to approximately 150 million yuan due to current market conditions and accounting standards [4]. - The company has increased its investment in integrated cloud core technology, with total R&D expenditures reaching about 430 million yuan for the year [5]. - The company has proactively reduced its special equipment business, resulting in a significant decline in revenue and substantial losses in parent net profit compared to the same period last year [6].

Group 1 - The company expects a net profit in the range of negative values for the fiscal year 2025, from January 1 to December 31 [2][3] - The company has communicated with its auditing firm regarding the performance forecast, and there are no disagreements between the company and the auditors [3] - The company aims to reduce losses in net profit by focusing on its core businesses, including smart positioning digital base and ceramic components, and has seen significant revenue growth in core product lines due to demand in emerging fields [4][5] Group 2 - The company plans to recognize an impairment of goodwill amounting to approximately 150 million yuan due to changes in the market environment and accounting standards [5] - The company has increased its investment in integrated cloud core technology, with total R&D expenditures expected to be around 430 million yuan for the year [6] - The company has actively reduced its special equipment business, resulting in a significant decline in revenue and substantial losses in net profit compared to the same period last year [7]

Major Announcements - Zhaoyi Innovation plans to use 500 million CNY of A-share fundraising to increase capital in its wholly-owned subsidiaries for the implementation of the DRAM project [1] - Haiguang Information's mid-2025 profit distribution plan includes a cash dividend of 0.09 CNY per share, totaling 209 million CNY [2] - *ST Biology has terminated the major asset restructuring plan to acquire 51% of Hunan Huize Biomedical Technology Co., Ltd. [3] - Fosun Pharma intends to spin off its subsidiary Fosun Antigen for independent listing on the Hong Kong Stock Exchange [4] - Jingchen Co. has set the inquiry transfer price at 82.85 CNY per share for the transfer of 13.1 million shares [5] Performance Forecasts - Zhaoyi Innovation expects a net profit of approximately 1.61 billion CNY for 2025, a year-on-year increase of about 46% [9] - Longying Precision anticipates a net profit decrease of 17.70% to 29.36% for 2025, estimating between 545 million CNY and 635 million CNY [9] - Ruichuang Micro-Nano forecasts a net profit of around 1.1 billion CNY for 2025, representing a 93% increase [10] - Nanjing Bank projects a net profit of 21.81 billion CNY for 2025, an 8.08% increase year-on-year [11] - Zhongyuan Co. expects a net profit increase of 80% to 105% for 2025, estimating between 139 million CNY and 158 million CNY [12] - Qiangyi Co. anticipates a net profit increase of 57.87% to 71.17% for 2025, estimating between 368 million CNY and 399 million CNY [13] - Liard expects a net profit of 300 million CNY to 380 million CNY for 2025, turning from a loss of 889 million CNY in the previous year [14] - Daheng Technology forecasts a net profit of approximately 106 million CNY for 2025, also turning from a loss [16] - Dongfeng Co. anticipates a net loss of 390 million CNY to 480 million CNY for 2025 [17] - Qing Song Co. expects a net profit increase of 137.73% to 201.74% for 2025, estimating between 130 million CNY and 165 million CNY [18] - SIRUI Co. forecasts a net profit of 165 million CNY to 184 million CNY for 2025, turning from a loss [19] - Shengmei Shanghai expects a revenue increase of 18.91% to 22.47% for 2025, estimating between 6.68 billion CNY and 6.88 billion CNY [20] - Yijun Co. anticipates a net loss of 11 million CNY to 14 million CNY for 2025 [21] - Saint Yuan Environmental Protection expects a net profit increase of 31.79% to 59.24% for 2025, estimating between 240 million CNY and 290 million CNY [22] - Lijun Co. forecasts a net profit decrease of 45.05% to 60.03% for 2025, estimating between 4.8 million CNY and 6.6 million CNY [23] - Xingqi Eye Medicine expects a net profit increase of 95.82% to 121.56% for 2025, estimating between 662 million CNY and 749 million CNY [25] - Beidou Star expects a net loss of 230 million CNY to 290 million CNY for 2025, reducing losses compared to the previous year [26] - Yiling Pharmaceutical anticipates a net profit of 1.2 billion CNY to 1.3 billion CNY for 2025, turning from a loss of 725 million CNY [27] - Zhijiang Bio forecasts a net loss of 32 million CNY to 47 million CNY for 2025, reducing losses compared to the previous year [28] - Yema Battery expects a net profit decrease of 58% to 70% for 2025, estimating between 45.83 million CNY and 64.17 million CNY [29] - Yunmei Energy anticipates a net loss of 410 million CNY to 470 million CNY for 2025 [30] - Yingfang Micro expects a net loss of 69 million CNY to 97 million CNY for 2025 [31] - Guanghua Technology forecasts a net profit of 85 million CNY to 120 million CNY for 2025, turning from a loss [33] Share Buybacks - Hengyi Petrochemical plans to repurchase shares worth 500 million CNY to 1 billion CNY [34] - Yunyi Electric plans to repurchase shares worth 100 million CNY to 150 million CNY [34] - Xidun Pharmaceutical plans to repurchase shares worth 25 million CNY to 50 million CNY [35]

北斗星通（002151）(002151.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2.3亿 元至2.9亿元;扣除非经常性损益后的净亏损2.9亿元至3.5亿元。 ...

智通财经APP讯，北斗星通(002151.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 2.3亿元至2.9亿元;扣除非经常性损益后的净亏损2.9亿元至3.5亿元。 ...

Group 1 - Huakang Clean announced it is the first candidate for the bid of the Wuhan First Hospital expansion project with a bid amount of 54.88 million yuan and a construction period of 120 days [1] - Hualing Steel's subsidiary plans to invest 449.88 million yuan in a major overhaul project for its coking plant, aiming to address aging issues and restore production capacity over a 19-month construction period [2] - Yinjia Technology expects a net loss of 140 million to 110 million yuan for 2025, compared to a loss of 129 million yuan in the previous year [3] Group 2 - Guochuang High-tech forecasts a net profit of 16 million to 24 million yuan for 2025, recovering from a loss of 58.52 million yuan in the previous year [4] - Shiyi Da anticipates a net profit increase of 31 million to 46 million yuan for 2025, turning around from a loss of 23.41 million yuan last year [5] - Lijun Co. expects a net profit of 48 million to 66 million yuan for 2025, representing a decline of 45.05% to 60.03% compared to the previous year [7] Group 3 - Xindian Pharmaceutical plans to repurchase shares worth 25 million to 50 million yuan for employee stock ownership plans or equity incentives, with a maximum repurchase price of 42 yuan per share [6] - Jingchen Co. has set the initial transfer price for its shares at 82.85 yuan per share, with a total of 13.1 million shares to be transferred to 28 institutional investors [8] - Zejing Pharmaceutical received approval for clinical trials of its innovative cancer immunotherapy drug ZG005 in combination with platinum-based chemotherapy for advanced nasopharyngeal and esophageal squamous cell carcinoma [9] Group 4 - Xingqi Eye Medicine expects a net profit of 662 million to 749 million yuan for 2025, marking a growth of 95.82% to 121.56% compared to the previous year [10] - Liancheng Precision anticipates a net loss of 12 million to 17 million yuan for 2025, reducing its loss from 37.96 million yuan in the previous year [11] - Beidou Star expects a net loss of 230 million to 290 million yuan for 2025, improving from a loss of 350 million yuan last year [13] Group 5 - Qing Shan Paper's affiliate won a bid for a wastewater treatment project worth 51.9 million yuan [15] - Yiling Pharmaceutical forecasts a net profit of 1.2 billion to 1.3 billion yuan for 2025, recovering from a loss of 725 million yuan in the previous year [16] - Huahai Pharmaceutical received a drug registration certificate for its product used in treating depression and obsessive-compulsive disorder [23] Group 6 - Nanjing Panda expects a net profit of 10 million to 15 million yuan for 2025, turning around from a loss of 189 million yuan last year [40] - Rui Sheng Intelligent anticipates a net profit of 33.92 million to 38.40 million yuan for 2025, representing a growth of 112% to 140% compared to the previous year [41] - Jiechang Drive expects a net profit of 395 million to 437 million yuan for 2025, with a growth of 40% to 55% compared to the previous year [43]

公司表示，报告期内围绕"智能位置数字底座"和"陶瓷元器件"两大主业，构建"云芯一体"业务模式，积极把握市场机遇。其中，受益于割草机、智能驾驶、 消费类电子等新兴领域的快速扩张，公司芯片模组与天线产品线收入实现显著增长；同时，通过战略并购深圳天丽，公司天线业务加速"上车"，进一步拓展 了车载市场，共同推动利润改善。 1月22日，北斗星通发布2025年度业绩预告，预计全年归属于上市公司股东的净利润为-29,000万元至-23,000万元，较上年同期的-34,974.13万元实现显著减 亏；扣非后净利润预计为-35,000万元至-29,000万元，亦较上年的-41,661.69万元有所收窄。 整体来看，北斗星通在2025年展现出"业务增长与结构调整并行"的发展特征。一方面，面向智能驾驶等高成长赛道的产品线已逐步贡献收入；另一方面，公 司通过减值计提、聚焦研发和业务收缩，正为中长期竞争力提升夯实基础。随着战略调整逐步到位与新兴市场需求的持续释放，公司经营质量有望进一步改 善。 尽管主业呈现积极发展态势，公司净利润仍处于亏损区间，主要受三方面因素影响：一是根据会计准则要求及市场环境变化，拟计提商誉减值约1.5亿元； 二 ...

转自：证券时报 人民财讯1月22日电，北斗星通(002151)1月22日披露业绩预告，公司预计2025年度归母净利润亏损2.3亿 元—2.9亿元，同比减亏，上年同期亏损3.5亿元。报告期内，割草机、智能驾驶、消费类电子等新兴领 域需求的快速扩张，公司芯片模组与天线两大核心产品线收入实现显著增长，带动利润增加。公司在报 告期内通过战略并购深圳天丽实现天线上车，快速推进天线业务在车载方面应用，增加收入及利润。 ...