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8点1氪丨958g坚果礼盒仅33g坚果,百草味客服回应;49条中日航线取消全部航班;肯德基外卖涨价,堂食价格维持不变
3 6 Ke· 2026-01-27 00:13
Group 1 - Baicaowei's "nut gift box" misleads consumers with only 33g of nuts out of 958g total weight, raising concerns about misleading marketing practices [2] - 49 routes between China and Japan have canceled all flights, with a cancellation rate of 47.2% for January 2026, prompting airlines to extend free refund and change policies [2] - KFC has raised delivery prices by an average of 0.8 yuan while keeping dine-in prices unchanged, reflecting operational cost adjustments [3] Group 2 - Li Auto plans to reintroduce humanoid robots, aiming to become a leading AI company by 2028, with a focus on embodied intelligence [4][6] - Tencent is launching a 10 billion yuan cash giveaway for its Yuanbao app during the Spring Festival, aiming to replicate the success of past WeChat red envelope campaigns [6] - Shaw Brothers is set to acquire Noon Sunshine for approximately 45.765 billion yuan, expanding its media and entertainment portfolio [6][7] Group 3 - 360doc announced the free transfer of its personal knowledge library platform due to business adjustments, ensuring users can back up their content [7] - Yu Minhong refuted rumors regarding New Oriental's indirect equity investment relationships, threatening legal action against the spreaders of false information [8] - Porsche China is addressing customer issues related to the "Dong'an incident," ensuring that affected customers receive their vehicle certificates [8] Group 4 - Dangdang's subsidiary was fined for violating labor laws, with 27 employees averaging 149 hours of overtime per month [9] - Miaokelando's founder was removed from key positions due to unfulfilled financial obligations, potentially impacting the company's net profit by approximately 119 to 126.6 million yuan [9] - Big Pizza has reduced its "sanitation worker meal" price from 49.9 yuan to 9.9 yuan, following criticism of its initial pricing strategy [9] Group 5 - Yushun Technology will partner with the Spring Festival Gala for the third time, showcasing its robots [10] - Yonghui Supermarket in Beijing has suspended operations at a location due to property management disputes, affecting store accessibility [10] - Nike is laying off 775 employees to accelerate automation in its distribution centers, following previous job cuts [11] Group 6 - Zijin Mining plans to acquire Allied Gold Corporation for approximately 55 billion Canadian dollars, targeting gold mining assets [13] - Haike New Source has signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of products annually [14] - Faraday Future's CEO announced the completion of regulatory certification for its EAI robot, aiming for immediate sales upon release [15] Group 7 - The latest news from the stock market indicates a collective rise in major U.S. indices, with Tesla experiencing a decline of over 3% [11] - China Rare Earth expects a net profit of 143 to 185 million yuan for 2025, marking a turnaround from a loss in the previous year [25] - Dongfang Risheng anticipates a net loss of 2.3 to 2.9 billion yuan for 2025, while Duofluo expects a profit of 200 to 280 million yuan [26][27]
有色金属延续强势
Yang Zi Wan Bao Wang· 2026-01-27 00:12
多氟多(002407.SZ)公告称,公司预计2025年度归属于上市公司股东的净利润为2.00亿元–2.80亿元,上 年同期亏损3.08亿元。预告期内,公司经营业绩扭亏为盈,受益于新能源汽车及储能市场需求的快速增 长,公司六氟磷酸锂、新能源电池等主要产品销量同比大幅提升,带动毛利实现显著增长。与此同时, 公司坚守契约精神,按约定执行部分长期协议中的低价订单,对本期盈利水平造成一定影响。 扬子晚报网1月27日讯(记者 范晓林)今天是周二,昨天白银有色(601212)5连板,明阳智能 (601615)3连板,瑞华泰20cm 2连板,洲际油气(600759)4天3板。市场全天震荡调整,大小指数分 化明显,深成指、创业板指高开低走,盘中均一度跌超1%。沪深两市成交额3.25万亿,较上一个交易 日放量1630亿。盘面上,市场热点较为杂乱,全市场超3700只个股下跌。板块方面,有色、油气、光 伏、化工板块领涨。近期国际贵金属价格持续高歌猛进,现货黄金和纽约金价格双双突破5100美元/盎 司,现货白银价格逼近110美元/盎司。有色板块延续上周强势,掀起涨停潮,中国黄金(600916)、四 川黄金(001337)、豫光金铅(6 ...
多氟多新材料股份有限公司2025年度业绩预告
证券代码:002407 证券简称:多氟多 公告编号:2026-005 多氟多新材料股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证信息披露内容的真实、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:2025年1月1日至2025年12月31日 2.预计的业绩:□亏损 √扭亏为盈 □同向上升 □同向下降 ■ 登录新浪财经APP 搜索【信披】查看更多考评等级 1.公司就业绩预告有关重大事项与会计师事务所进行了预沟通,公司与会计师事务所在业绩预告方面 不存在重大分歧。 2.业绩预告未经过会计师事务所预审计。 三、业绩变动原因说明 预告期内,公司经营业绩扭亏为盈,受益于新能源汽车及储能市场需求的快速增长,公司六氟磷酸锂、 新能源电池等主要产品销量同比大幅提升,带动毛利实现显著增长。与此同时,公司坚守契约精神,按 约定执行部分长期协议中的低价订单,对本期盈利水平造成一定影响。 四、其他相关说明 本次业绩预告数据是公司财务部门的初步核算结果,具体数据以公司披露的《2025年年度报告》为准。 敬请广大投资者谨慎决策,注意投资风险。 特此公告。 多氟多新材料股份有限公司董 ...
穿越周期的力量:2025中国企业家年度榜单
Sou Hu Cai Jing· 2026-01-26 15:59
Core Insights - The article highlights the recognition of 3 "Special Contribution Entrepreneurs" and 20 "2025 Entrepreneurs" who exemplify long-termism and innovation across various industries in China, including liquor, manufacturing, energy, agriculture, internet, AI, and new consumption [1][2]. Group 1: Special Contribution Entrepreneurs - Ji Keliang, former chairman of Kweichow Moutai Group, transformed traditional brewing techniques into scientific data over 60 years, emphasizing quality over speed, which laid the foundation for Moutai's billion-dollar brand value [4][10][12]. - Zhang Ruimin, founder of Haier Group, is known for his continuous self-disruption and innovation, leading Haier from a struggling factory to a global leader in home appliances with over 400 billion yuan in revenue [18][20][21]. - Jiang Baoquan, founder of Nanjing Gold Foil Holdings, turned a failing workshop into the world's largest gold foil producer, emphasizing resilience and innovative management theories [25][27][29]. Group 2: 2025 Entrepreneurs - Ma Huateng, chairman of Tencent, focuses on "technology for good," committing to social responsibility and innovation in digital technology to drive high-quality economic development [31][34][41]. - Wang Ning, founder of Pop Mart, capitalizes on emotional value and consumer psychology, creating a successful business model around collectible toys that resonate with young consumers [43][45][46]. - Wang Xingxing, founder of Yushutech, leads advancements in humanoid robotics, achieving significant market presence and profitability while promoting technological innovation [48][49][51]. - Fang Hongbo, chairman of Midea Group, has successfully transformed Midea into a global technology group through strategic restructuring and a focus on efficiency and innovation [54][56]. - Liu Yonghao, chairman of New Hope Group, maintains a long-term vision in agriculture, achieving growth even during economic downturns by embracing new technologies [67][69][70]. - Liu Qiangdong, founder of JD.com, integrates the concept of "common prosperity" into business practices, ensuring fair profit distribution among stakeholders while enhancing supply chain efficiency [73][75][78]. - Li Dongsheng, founder of TCL, exemplifies global leadership in semiconductor display and photovoltaic sectors, driving innovation and sustainable growth through strategic partnerships [110][111].
新能源+AI周报(第40期20260118-20260124):储能量价齐升,太空、AI主题延续-20260126
Investment Rating - The report does not provide specific investment ratings for the industry sectors mentioned [2]. Core Insights - The overall industry strategy focuses on the simultaneous rise in energy storage volume and price, with ongoing themes in space and AI [3]. - The new energy vehicle supply chain is entering an upward cycle, benefiting companies like CATL and EVE Energy due to the electrification upgrade and optimization of energy storage patterns [3]. - By the end of December 2025, China's electric vehicle charging infrastructure is expected to reach 20.092 million units, a year-on-year increase of 49.7% [3]. - Global energy storage battery shipments are projected to reach 640 GWh in 2025, a year-on-year increase of 82.9%, with CATL maintaining a leading position [3][25]. - The solid-state battery sector is entering a critical phase of engineering and industrialization, with companies like Xiamen Tungsten and Peking University Technology benefiting [4]. Summary by Sections Energy Storage and New Energy - The energy storage trend continues to improve, with companies like Sungrow Power and Huaneng Power benefiting from a significant increase in domestic procurement, which exceeded 100 GWh for the first time [5]. - The average price of lithium battery storage systems has rebounded by 6.39% to 0.5226 yuan/Wh [5]. - AI expansion and global grid upgrades are driving demand for power equipment, benefiting companies like TBEA and Sanyuan Electric [5]. Lithium Carbonate and Battery Materials - The supply and demand for lithium carbonate are exceeding expectations, with companies like Salt Lake Potash and Hunan Youneng benefiting from favorable market conditions [4]. - The cost of phosphoric iron lithium cathode materials has increased, with processing fees rising by 318.7 yuan/ton compared to November averages [4][27]. AI and Robotics in New Energy - The integration of AI and humanoid robots in the new energy sector is gaining traction, with companies like Zhejiang Rongtai and Keda Li benefiting from advancements in robotics [7]. - Tesla's shift towards becoming a robotics company is expected to create new growth cycles, with significant implications for the automotive industry [7][26]. Market Trends and Projections - The report highlights that the global energy storage battery shipment is expected to reach 1,090 GWh in 2026, a year-on-year increase of 70% [25]. - The market for commercial energy storage products is evolving, with larger capacity batteries becoming mainstream and driving innovation in the sector [29].
公告精选 | 中航成飞预盈34亿元~36亿元 成大生物20亿押注创新药+产投基金
Sou Hu Cai Jing· 2026-01-26 14:15
Performance Reports - Company Kexin New Energy (300731.SZ) expects a net profit of 30 million to 40 million yuan in 2025, representing a year-on-year growth of 73.62% to 131.49% due to the promotion of new battery applications [2] - Company AVIC Chengfei (302132.SZ) anticipates a net profit of 3.4 billion to 3.6 billion yuan in 2025, reflecting a growth of 5.47% to 11.67% compared to the previous year [2] - Company ST Jinggu (600265.SH) projects a revenue of 175 million to 205 million yuan in 2025, with a net loss of 265 million to 215 million yuan, potentially triggering delisting risk [2] - Company Yijiahe (603666.SH) expects a net loss of 35 million to 24 million yuan in 2025, an improvement from a loss of 218 million yuan in the previous year [3] - Company Guoke Micro (300672.SZ) forecasts a net loss of 180 million to 250 million yuan in 2025, a significant decline from a profit of 97.15 million yuan in the previous year [3] - Company Xinbeiyang (002376.SZ) anticipates a net profit of 70 million to 80 million yuan in 2025, a year-on-year increase of 44% to 65% driven by growth in smart logistics equipment [3] - Company Tianyue Advanced (688234.SH) expects a net loss of 185 million to 225 million yuan in 2025 due to increased costs and decreased market prices [4] - Company Jieshun Technology (002609.SZ) projects a net profit of 55 million to 75 million yuan in 2025, representing a growth of 75.23% to 138.96% [4] - Company Lante Optics (688127.SH) expects a net profit of 375 million to 400 million yuan in 2025, a growth of 70.04% to 81.38% [5] - Company Duofuduo (002407.SZ) anticipates a net profit of 200 million to 280 million yuan in 2025, recovering from a loss of 30.8 million yuan in the previous year [5] - Company Efort (688165.SH) expects a net loss of 450 million to 550 million yuan in 2025, with losses expected to widen significantly [5] - Company Pulit (002324.SZ) forecasts a net profit of 361 million to 416 million yuan in 2025, a year-on-year increase of 155.76% to 194.73% [6] - Company Jinchun Co. (300877.SZ) expects a net profit of 82 million to 88 million yuan in 2025, a growth of 165.04% to 184.43% [6] - Company Huahai Pharmaceutical (600521.SH) anticipates a net profit of 224 million to 335 million yuan in 2025, a decline of 70% to 80% [6] Orders and Investments - Company Dinglong Co. (300054.SZ) plans to acquire 70% of Shenzhen Haofei New Materials Co. for 630 million yuan, with a total valuation of 900 million yuan [7] - Company Chuanhuan Technology (300547.SZ) intends to invest approximately 1.1 billion yuan to establish a manufacturing headquarters in Anhui [7] - Company Mongcao Ecological (300355.SZ) has terminated a PPP project agreement, with a total project cost of 83.87 million yuan [7] - Company Fengfan Co. (601700.SH) plans to acquire 51% of Beijing Yanling Jiaye Intelligent Technology Co. for 383 million yuan [8] - Company Haowei Group (603501.SH) intends to invest up to 50 million USD in AI chip supplier Aixin Yuanzhi [8] - Company Chengda Bio (688739.SH) plans to establish a wholly-owned subsidiary with an investment of 1 billion yuan focused on innovative drug development [8] - Company Chengda Bio (688739.SH) is also setting up a pharmaceutical investment fund with a total scale of up to 1 billion yuan [9] - Company Efort (688165.SH) is planning to acquire shares of Shanghai Shengpu Fluid Equipment Co. through a combination of cash and stock [9] Major Shareholder Changes - Company Tongfu Microelectronics (002156.SZ) reports that its controlling shareholder has reduced its stake by 15 million shares, decreasing its holding from 19.79% to 18.80% [10] Listing on Beijing Stock Exchange - Company Xiamen Tungsten (600549.SH) announces that its subsidiary Jinlong Rare Earth is applying for public stock issuance and listing on the Beijing Stock Exchange [11]
产品销量大增 多氟多2025年业绩预计扭亏为盈
Zheng Quan Ri Bao Wang· 2026-01-26 13:44
对于业绩的增长,多氟多表示,预告期内,公司经营业绩扭亏为盈,受益于新能源汽车及储能市场需求 的快速增长,公司六氟磷酸锂、新能源电池等主要产品销量同比大幅提升,带动毛利实现显著增长。与 此同时,公司坚守契约精神,按约定执行部分长期协议中的低价订单,对本期盈利水平造成一定影响。 本报讯 (记者肖艳青)1月26日晚间,多氟多(002407)新材料股份有限公司(以下简称"多氟多")披 露2025年度业绩预告,预计2025年实现归属于上市公司股东的净利润为2亿元至2.8亿元,上年同期亏损 3.08亿元,扭亏为盈。 多氟多主要从事高性能无机氟化物、电子化学品、锂离子电池及材料等领域的研发、生产和销售。 ...
多氟多(002407.SZ):预计2025年净利润2亿元–2.8亿元 同比扭亏为盈
Ge Long Hui A P P· 2026-01-26 12:21
格隆汇1月26日丨多氟多(002407.SZ)公布,预计2025年归属于上市公司股东的净利润20,000万元–28,000 万元,同比扭亏为盈,扣除非经常性损益后的净利润10,500万元–15,500万元,同比扭亏为盈。预告期 内,公司经营业绩扭亏为盈,受益于新能源汽车及储能市场需求的快速增长,公司六氟磷酸锂、新能源 电池等主要产品销量同比大幅提升,带动毛利实现显著增长。与此同时,公司坚守契约精神,按约定执 行部分长期协议中的低价订单,对本期盈利水平造成一定影响。 ...
1月26日晚间公告 | 紫金矿业拟280亿元收购联合黄金;海科新源与比亚迪锂电池签署电解液溶剂长协
Xuan Gu Bao· 2026-01-26 12:17
Mergers and Acquisitions - Evert plans to acquire equity in Shengpu Co., with the stock suspended. Shengpu focuses on the R&D, production, and sales of precision fluid control equipment and core components, including automatic glue spraying machines and coating equipment [1] - Zijin Mining intends to acquire 100% equity of United Gold for 28 billion yuan, with United Gold holding gold resources of 533 tons as of the end of 2024 [1] - Dinglong Co. plans to acquire 70% equity in Haofei New Materials for 630 million yuan. Haofei is a leading domestic company in new lithium battery dispersants [1] External Investments and Daily Operations - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of electrolyte solvent annually [2] - Chuanhuan Technology plans to invest 1.1 billion yuan to build a manufacturing headquarters in East China, focusing on automotive fuel systems and cooling systems [2] - Changyuan Donggu received a notification letter for a designated sales project, with a total lifecycle sales amount expected to be between 2.2 billion and 3 billion yuan [2] Performance Changes - Rockchip expects a net profit of 1.023 billion to 1.103 billion yuan in 2025, representing a growth of 71.97% to 85.42% year-on-year, driven by rapid growth in AIoT computing platforms and breakthroughs in key product lines [3] - Duofuduo anticipates a net profit of 200 million to 280 million yuan in 2025, recovering from a loss of 308 million yuan in the previous year, benefiting from the rapid growth in demand for new energy vehicles and energy storage [3] - Lante Optics expects a net profit of 375 million to 400 million yuan in 2025, an increase of 70.04% to 81.38% year-on-year, supported by its core customer base and diversified product layout [4] - Litong Electronics forecasts a net profit of 270 million to 330 million yuan in 2025, a significant increase of 996.83% to 1240.57% year-on-year, attributed to improved profitability in computing business and reduced losses in manufacturing [4] - Suotong Development expects a net profit of 730 million to 850 million yuan in 2025, an increase of 167.98% to 212.03% year-on-year, driven by favorable market conditions and rising prices in the prebaked anode sector [4] - Chunzong Technology anticipates a net profit of 265 million to 290 million yuan in 2025, a growth of 208.86% to 238.00% year-on-year, with significant gains from investments in Muxi shares [4] - China Rare Earth expects a net profit of 143 million to 185 million yuan in 2025, marking a turnaround from losses [5] - Gallen Electronics anticipates a net profit of 36 million yuan in 2025, also indicating a turnaround from losses [6]
主要产品销量大增,多氟多预计2025年度归母净利润2亿元至2.8亿元
Zhi Tong Cai Jing· 2026-01-26 11:32
预告期内,公司经营业绩扭亏为盈,受益于新能源汽车及储能市场需求的快速增长,公司六氟磷酸锂、 新能源电池等主要产品销量同比大幅提升,带动毛利实现显著增长。公司按约定执行部分长期协议中的 低价订单,对本期盈利水平造成一定影响。 多氟多(002407)(002407.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2亿元至 2.8亿元;扣除非经常性损益后的净利润1.05亿元至1.55亿元。 ...