证券日报网讯1月6日，大连重工（002204）在互动平台回答投资者提问时表示，"高端制造"是公司"五 化"(智能化、绿色化、高端化、国际化、服务化)战略转型的重要组成部分。未来，大连重工将依托物 料搬运机械、冶金机械、能源装备等优势业务板块，重点向高端化发展，系统部署大兆瓦风电核心部 件，超大型风电铸件产品和工业齿轮箱产品等高端化业务板块。在新质生产力方面，公司以创建国际一 流重工企业集团的发展愿景为战略引领，围绕国家重大装备国产化需要、顾客需求，以改革创新为动 力、全流程数智化转型等一系列变革为主线，聚焦物料搬运、冶金、传动、后服务等领域，大力实 施"市场需求+技术创新"双轮驱动，不断增强企业价值创造力和软、硬件结合的差异化竞争力，走高质 量可持续发展之路。关于并购重组，公司始终聚焦主业、关注产业链上下游的发展机遇，在持续夯实内 生增长动力的同时，也会积极研判包括外延并购在内的多种发展方式，以助力公司实现战略升级和高质 量发展。公司一切重大决策均将严格遵守相关法律法规，并坚持以维护全体股东权益为核心，稳步推进 业务布局，努力提升公司价值，积极回报投资者的信任。如达到标准，公司将及时履行信息披露义务。 ...

Core Viewpoint - Foreign capital continues to be optimistic about the Chinese stock market, with Goldman Sachs recommending a high allocation to Chinese stocks by 2026, predicting annual growth of 15% to 20% for the Chinese stock market in 2026 and 2027 due to significant undervaluation compared to global peers [1][8]. Group 1: Market Performance - On January 5, the A-share market opened strong, with the Shanghai Composite Index rising over 1% to return to 4000 points, achieving a 12-day consecutive increase [3]. - The market saw a total trading volume of 2.57 trillion yuan, an increase of nearly 500 billion yuan compared to the previous trading day [3]. Group 2: Company Earnings Forecasts - Multiple companies released earnings forecasts, with significant growth expected in sectors like PCB and new energy. For instance, Ding Tai Gao Ke anticipates a net profit increase of 80.72% to 102.76% for 2025 [4]. - Zhongcai Technology expects a net profit growth of 73.79% to 118.64%, driven by product optimization and increased sales in wind power blades [4]. - Whirlpool forecasts a net profit increase of around 150% for 2025, attributed to strengthened customer cooperation and increased orders [4]. - Huayou Cobalt anticipates a net profit growth of 40.80% to 55.24%, benefiting from integrated operations and rising metal prices [4]. - Dalian Heavy Industry expects a net profit increase of 11.97% to 23.92%, with projected revenue growth of over 8% [5]. Group 3: Investment Sentiment and Trends - Analysts believe that the optimistic outlook for AI development in Asia and expectations for more stimulus policies in China are driving capital inflows into emerging markets [6]. - The weak dollar and domestic policy support are expected to attract more overseas and long-term funds into the A-share market, enhancing market sentiment [2][7]. - The market is supported by improved corporate earnings structures, particularly in advanced manufacturing and companies expanding overseas, which are stabilizing A-share returns [7].

Group 1 - Fulin Precision's subsidiary plans to invest 6 billion yuan to build a high-end lithium iron phosphate project with an annual production capacity of 500,000 tons [11] - Feiwo Technology has completed the acquisition of 60% of Xinsai Aerospace, focusing on metal 3D printing services for commercial aerospace [2] - Zhongcai Technology expects a net profit increase of 73.79% to 118.64% in 2025 [30] Group 2 - Hengrui Medicine has received approval for clinical trials of HRS9531 injection in combination with HRS-5817 injection for treating obesity [2] - Deyun Co. announced that its actual controller has been arrested for illegal public deposit collection, but the company's operations remain normal [3] - Hengshi Technology's control is set to change as it enters a strategic cooperation agreement with New Base Information Technology Group [4] Group 3 - Zhejiang Mining plans to acquire 100% of Alaigyr Company, which holds core assets in lead-silver mines [5][6] - Guizhou Tire intends to invest in a project in Morocco to produce 6 million semi-steel radial tires annually, with a total investment of 299 million USD [7] - Dongfang Zircon plans to invest in a project to produce 10,000 tons of high-purity composite zircon oxide for new energy batteries [8] Group 4 - Xingsheng Group has received a project designation notice from a North American electric vehicle manufacturer, with a total sales amount of approximately 7.8 billion yuan [18] - Jin Di Co. plans to acquire a 3.36% stake in Baoshilai New Materials Technology for 21.6 million yuan [10] - Huayi Technology has signed a strategic cooperation agreement with Fujian Fuyou University to enhance research and development in alloy materials [6] Group 5 - Juxing Technology expects a net profit increase of 5% to 20% in 2025 [23] - Huayou Cobalt anticipates a net profit increase of 40.8% to 55.24% in 2025 [24] - Chifeng Gold expects a net profit increase of approximately 70% to 81% in 2025 [25]

1月6日晚间，多家上市公司2025年业绩预增，其中，鼎泰高科、中材科技、惠而浦等预计去年净利润有 望同比翻倍增长，PCB、新能源等行业成为主要增长领域。 据鼎泰高科预计，2025年公司归属于上市公司股东的净利润实现4.1亿元到4.6亿元，同比增长80.72%至 102.76%；扣费后净利润实现88.16%至112.91%。 华友钴业预计，2025年度公司实现归属于上市公司股东的净利润58.5亿元至64.5亿元，同比增长40.80% 至55.24%；扣除非经常性损益后的净利润预计同比增长47.56%至66%。公司指出，受益于产业一体化优 势持续释放，印尼华飞项目达产超产、华越项目稳产高产，MHP原料自给率提升，下游材料业务恢复 增长，技术与成本优势凸显；另外，钴、碳酸锂等金属价格回升，带动产品盈利能力增强，以及公司深 入推进管理变革与降本增效，运营效率显著提升。 绿联科技去年业绩预增，归属于上市公司股东的净利润预计实现6.53亿元至7.33亿元，较上年同期增长 41.26%至58.56%。 大连重工预计去年公司营业收入超过155亿元，同比增长8%以上，归属于上市公司股东的净利润为5.57 亿元至6.17亿元，同 ...

大连重工（002204）(002204.SZ)披露2025年年度业绩预告，公司预计归属于上市公司股东的净利润5.57 亿元至6.17亿元，同比增长11.97%至23.92%;归属于上市公司股东扣除非经常性损益后的净利润3.64亿元 至4.62亿元，同比增长7.41%至36.15%。 报告期内，公司营业收入预计实现155亿元以上，同比增长8%以上，由此带动公司整体毛利增长，其中 物料搬运设备毛利同比增长明显。 ...

智通财经APP讯，大连重工(002204.SZ)披露2025年年度业绩预告，公司预计归属于上市公司股东的净利 润5.57亿元至6.17亿元，同比增长11.97%至23.92%;归属于上市公司股东扣除非经常性损益后的净利润 3.64亿元至4.62亿元，同比增长7.41%至36.15%。 报告期内，公司营业收入预计实现155亿元以上，同比增长8%以上，由此带动公司整体毛利增长，其中 物料搬运设备毛利同比增长明显。 ...

证券日报网讯1月5日，大连重工（002204）在互动平台回答投资者提问时表示，截至2025年12月31日收 市后，公司合并普通账户和融资融券信用账户的持有人数为79251户。 ...

预计2025年归属于上市公司股东的净利润同比增长的主要原因为：报告期内，公司营业收入预计实现 155亿元以上，同比增长8%以上，由此带动公司整体毛利增长，其中物料搬运设备毛利同比增长明显。 格隆汇1月5日丨大连重工(002204.SZ)公布，预计2025年归属于上市公司股东的净利润55,746万元-61,696 万元，比上年同期增长11.97%-23.92%，归属于上市公司股东扣除非经常性损益后的净利润36,446万 元-46,196万元，比上年同期增长7.41%-36.15%。 ...

每经AI快讯，1月5日，大连重工(002204.SZ)公告称，公司发布2025年度业绩预告，预计归属于上市公 司股东的净利润为5.57亿元~6.17亿元，比上年同期增长11.97%~23.92%。报告期内，公司营业收入预计 达155亿元以上，同比增长8%以上，带动整体毛利上升，其中物料搬运设备毛利同比增长明显。 ...

南财智讯1月5日电，大连重工发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 55746万元—61696万元，同比预增11.97%—23.92%；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36446万元—46196万元，同比预增7.41%—36.15%；预计2025年归属于上市公司股 东的净利润同比增长的主要原因为：报告期内，公司营业收入预计实现155亿元以上，同比增长8%以 上，由此带动公司整体毛利增长，其中物料搬运设备毛利同比增长明显。 ...