商报讯(记者叶晓珺)今年以来，光纤光缆等算力链景气度继续上行。近日，光纤概念连续活跃，多家上 市公司股价大涨。昨日早盘，杭电股份（603618）实现四连板，特发信息（000070）涨停，凯旺科技 （301182）涨超9%，华脉科技（603042）、全信股份（300447）等跟涨。 消息面上，华泰证券2月2日研报称，2026年1月，中国市场G.652.D单模光纤价格创下近七年来的新高， 平均价格来到35元/芯公里以上，仅1月份单月涨幅就超过75%；此外，北美光纤企业康宁和Meta达成60 亿美元的合作协议，Meta承诺将在2030年前向公司支付60亿美元用于AI数据中心的光缆采购。业内人 士分析认为，光纤光缆属于全球"硬通货"，北美市场需求最终将由全球市场来满足，国内光纤企业凭借 规模优势有望受益于全球光纤市场的量价齐升。 AI算力爆发带火光纤概念 连收三个涨停板之后，杭电股份紧急发布公告提示风险，公司股票自2026年1月30日至2月3日连续3个交 易日涨停，股价累计涨幅达32.97%，显著高于同行业水平。公司基本面未发生重大变化，市场情绪过 热，存在非理性炒作风险。此前公司预计2025年年度净利润为-3亿元。 ...

Group 1 - The company expects a negative net profit for the fiscal year 2025, from January 1 to December 31, 2025 [1] - The preliminary estimate of the performance forecast is based on the company's financial department's calculations and has been communicated with the accounting firm, with no discrepancies reported [1][3] Group 2 - The company's overall performance is expected to decline due to intensified competition in the photovoltaic industry, weak market demand, and the impact of international trade protection policies, which have limited market expansion and profitability [2] - Despite the losses, the company has managed to significantly reduce the loss year-on-year by improving operational management, implementing cost-cutting measures, divesting inefficient assets, and enhancing asset quality [2]

Major Events - Hualing Cable announced the termination of the acquisition of control over Xingxin Aerospace due to failure to reach consensus on specific agreement terms, stating that this decision will not adversely affect its operations or financial status [1] - Xianglu Tungsten Industry expects a net profit of 125 million to 180 million yuan for 2025, driven by continuous price increases in tungsten raw materials and improved market conditions [1] Company Announcements - Zhongwei Semiconductor is set to launch its first non-volatile memory chip, a low-power SPI NOR Flash with a capacity of 4M bits, filling a product gap in the Flash sector [2] - Nanshan Aluminum plans to invest approximately 437 million USD in a 250,000-ton electrolytic aluminum project in Indonesia [4] - Xinfengming intends to acquire a 35% stake in Dushan Port Development to enhance its supply chain capabilities [5] - Jiangxi Copper signed a cooperation framework agreement with China Ordnance Material Group for the purchase and sale of copper and nickel products [6] Performance Forecasts - Wan Tong Development expects a net loss of 500 million to 750 million yuan for 2025, attributed to strategic shifts and increased impairment losses [12] - Hunan YN anticipates a net profit of 1.15 billion to 1.4 billion yuan for 2025, driven by growth in lithium battery materials [13] - Tianjian Technology forecasts a net loss of 176 million to 250 million yuan for 2025, with potential delisting risk due to financial performance [14] - Leading companies like Guotou Securities and Xiangcai Securities project significant profit growth for 2025, with Guotou expecting 3.42 billion yuan, a 35.18% increase [27][28] Industry Trends - The tungsten market is experiencing improved supply-demand dynamics, benefiting companies like Xianglu Tungsten [1] - The photovoltaic industry continues to face challenges, with companies like Trina Solar projecting substantial losses due to market pressures [19] - The aluminum sector is seeing investment growth, particularly in overseas projects, as indicated by Nanshan Aluminum's plans [4] Stock Movements - Hualing Cable's stock will not be adversely affected by the termination of the acquisition [1] - Companies like Hunan YN and Guotou Securities are expected to see positive stock performance due to favorable profit forecasts [13][27]

中利集团（002309）(002309.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3500 万元至6000万元，扣除非经常性损益后的净亏损2.4亿元至3.5亿元。 ...

智通财经APP讯，中利集团(002309.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 3500万元至6000万元，扣除非经常性损益后的净亏损2.4亿元至3.5亿元。 ...

整体来看，2025年光伏行业产业链各环节竞争依然激烈，市场需求增长乏力，国际贸易保护政策加剧。 面对外部环境的挑战，中利集团积极提升运营管理水平、采取降本提质行动、剥离低效无效资产、改善 资产质量，持续推动产品与技术迭代创新，并进一步优化全球业务布局，不断增强自身抵御风险的能力 与经营韧性。 （文章来源：证券日报） 本报讯 （记者陈红）1月19日晚间，江苏中利集团股份有限公司（以下简称"中利集团"）发布了一份凸 显经营韧性的2025年度业绩预告。公告显示，预计2025年度公司实现归属于上市公司股东的净利润 为-0.6亿元至-0.35亿元，与上年同期相比，预计减亏11.1亿元至11.4亿元，此次业绩亏损大幅收窄，标 志着中利集团主营业务盈利能力正稳步回升。 记者注意到，此前中利集团披露的第三季度报告显示，公司前三季度归属于上市公司股东的净利润 为-1.4亿元，这意味着公司第四季度延续了年内经营向好的趋势。 ...

Group 1 - The company, Zhongli Group, forecasts a net profit attributable to shareholders of -60 million to -35 million yuan for 2025, compared to -1,174.1261 million yuan in the same period last year [1] - The basic earnings per share are expected to be between -0.02 and -0.013 yuan [1] - The main reasons for the performance change include intensified competition in the photovoltaic industry, weak market demand, and the impact of international trade protection policies, which have limited the company's market expansion and profitability [1] Group 2 - Despite the losses, the company has significantly reduced its losses year-on-year by improving operational management, implementing cost reduction and quality enhancement actions, divesting inefficient assets, and improving asset quality [1]

人民财讯1月19日电，中利集团（002309）1月19日发布业绩预告，预计2025年归母净利润亏损3500万元 至6000万元，同比减亏，上年同期亏损11.74亿元。报告期内，光伏行业竞争加剧、市场有效需求疲软 以及国际贸易保护政策的影响导致公司光伏业务市场拓展受限、盈利能力不足，从而导致公司整体业绩 出现一定亏损。通过提升运营管理水平、降本提质行动、剥离低效无效资产等措施，使得亏损同比大幅 减少。 ...

Core Viewpoint - The company expects a negative net profit for the fiscal year 2025, with a projected net profit attributable to shareholders ranging from -60 million to -35 million yuan, compared to a loss of 1.174 billion yuan in the same period last year [1] Financial Performance - The net profit excluding non-recurring gains and losses is anticipated to be between -350 million and -240 million yuan, down from a loss of 2.252 billion yuan in the previous year [1] Industry Context - The photovoltaic industry is experiencing intensified competition, leading to weak effective market demand [1] - International trade protection policies are impacting the company's ability to expand its photovoltaic business and profitability [1]

Financial Projections - The company expects a net profit in the range of -60 million to -35 million CNY for the fiscal year 2025, compared to -35 million CNY in the same period last year[5]. - The net profit attributable to shareholders is projected to be -60 million CNY, a significant increase in loss compared to -117.41 million CNY from the previous year[5]. - The net profit after deducting non-recurring gains and losses is expected to be between -350 million and -240 million CNY, compared to -225.18 million CNY in the previous year[5]. - Basic earnings per share are projected to be -0.02 CNY, compared to -0.013 CNY in the same period last year[5]. Operational Challenges - The company attributes the expected losses to intensified competition in the photovoltaic industry and weak market demand, compounded by international trade protection policies[7]. - The company has implemented measures to improve operational management, reduce costs, and divest inefficient assets to mitigate losses[7]. Financial Reporting - The financial data presented is preliminary and has not yet been audited by the accounting firm, with final figures to be confirmed in the 2025 annual audit report[8].