登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002408 证券简称：齐翔腾达 公告编号：2026-003 债券代码：128128 债券简称：齐翔转2 （1）以区间数进行业绩预告的 单位：万元 二、与会计师事务所沟通情况 淄博齐翔腾达化工股份有限公司（以下简称"公司"）本次业绩预告相关财务数据未经注册会计师审计。 公司就业绩预告有关事项已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。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，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：预计净利润为负值 三、 业绩变动原因说明 1、 受全球经济增长放缓、国内需求复苏不及预期等多重因素叠加影响，化工产品市场整体处在周期性 底部，报告期内公司业绩呈现前高后低的波动态势。面对严峻的市场形势，公司聚焦降本增效、存量优 化及精益管理等核心举措，通过技术改造降低能耗物耗，优化生产调度以提升装置运行效率；与此同时 加强市场研判，灵活调整产品结构与销售策略，全力拓展高附加值细分市场 ...

Group 1 - The company, Qixiang Tengda, has released a profit forecast for the year 2025, expecting a net profit attributable to shareholders of between -660 million to -470 million yuan, compared to a profit of 31.68 million yuan in the same period last year [2]

Core Viewpoint - The company expects a net profit attributable to shareholders in 2025 to be between -660 million and -470 million yuan, with a net profit excluding non-recurring gains and losses projected between -668 million and -478 million yuan, indicating a challenging market environment [1] Group 1: Market Conditions - The chemical product market is currently at a cyclical low due to multiple factors, including a slowdown in global economic growth and weaker-than-expected domestic demand recovery, leading to fluctuating performance during the reporting period [1] - The company is focusing on cost reduction, efficiency improvement, and inventory optimization as core strategies to navigate the tough market conditions [1] Group 2: Operational Strategies - The company is implementing technical upgrades to reduce energy and material consumption, optimizing production scheduling to enhance operational efficiency [1] - There is an emphasis on strengthening market analysis and adjusting product structures and sales strategies to expand into high-value niche markets [1] Group 3: Financial Management - The company has successfully reduced financing costs, with the average financing cost for the entire year of 2025 expected to decrease by 0.49 percentage points compared to the same period last year, significantly lowering financing expenses [1] Group 4: International Expansion - The company is leveraging its regional advantages in overseas trade and established sales networks to actively explore international markets, achieving a record high export volume of 650,000 tons, a year-on-year increase of 12.12%, which helps alleviate domestic sales pressure [1]

齐翔腾达（002408）(002408.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亏损4.7 亿元至6.6亿元;扣除非经常性损益后的净亏损4.78亿元至6.68亿元。 ...

智通财经APP讯，齐翔腾达(002408.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亏 损4.7亿元至6.6亿元;扣除非经常性损益后的净亏损4.78亿元至6.68亿元。 ...

Core Viewpoint - The company, Qixiang Tengda, anticipates a significant net loss for the year 2025, attributed to multiple factors including a slowdown in global economic growth and insufficient domestic demand recovery [1] Financial Performance - The expected net profit attributable to shareholders for 2025 is projected to be between -470 million yuan and -660 million yuan, indicating a net loss of 470 million to 660 million yuan [1] - The net profit excluding non-recurring gains and losses is forecasted to be between -478 million yuan and -668 million yuan [1] Market Conditions - The chemical products market is currently at a cyclical low, with the company's performance showing volatility during the reporting period [1] - The company is focusing on cost reduction, efficiency improvement, and lean management to navigate the challenging market environment [1] Strategic Initiatives - The company is implementing technical upgrades to reduce energy and material consumption, optimizing production scheduling to enhance operational efficiency [1] - There is an emphasis on strengthening market analysis and adjusting product structure and sales strategies to expand into high-value niche markets [1] Supply Chain Management - The company is enhancing its bargaining power in the supply chain, which has partially offset the pressure from raw material costs [1] - Internal controls are being deepened to strictly manage various expense outlays [1] Long-term Outlook - Despite short-term performance pressures, the company is committed to advancing industry chain collaboration and innovation upgrades to prepare for future market recovery [1] - The company aims to establish a solid long-term competitive barrier during the cyclical low [1] Financing Costs - The average financing cost for the year 2025 is expected to decrease by 0.49 percentage points compared to the same period last year, significantly reducing financing expenses [1] International Market Expansion - The company is actively exploring overseas markets, leveraging its regional advantages and established sales networks [1] - During the reporting period, export products reached 650,000 tons, marking a year-on-year increase of 12.12%, achieving a historical high [1]

Financial Performance Expectations - The company expects a net profit in the range of -66,000 to -47,000 thousand yuan for the year 2025, representing a decline of 2,183.35% to 1,583.60% compared to the same period last year[5] - The net profit after deducting non-recurring gains and losses is projected to be between -66,800 and -47,800 thousand yuan, a decrease of 5,419.66% to 3,906.58% year-on-year[5] - Basic earnings per share are expected to be between -0.28 and -0.20 yuan, compared to 0.01 yuan in the previous year[5] Export and Market Performance - The company has seen a 12.12% year-on-year increase in export products, reaching 650,000 tons, which is a historical high[6] - The performance is influenced by global economic slowdown and insufficient domestic demand recovery, leading to a cyclical low in the chemical product market[4] Cost Management and Efficiency - The average financing cost for the year 2025 is expected to decrease by 0.49 percentage points compared to the same period last year, significantly reducing financing expenses[6] - The company is focusing on cost reduction, efficiency improvement, and lean management to navigate the challenging market conditions[4] Strategic Initiatives - The company aims to strengthen its competitive edge by advancing industrial chain collaboration and innovation during the market downturn[6] - The company is actively expanding into overseas markets to alleviate domestic sales pressure and has established international sales channels[6] Accounting and Forecast Discussions - The company has engaged in preliminary discussions with its accounting firm regarding the performance forecast, with no significant discrepancies reported[3]

Core Viewpoint - The article highlights the recent institutional research activities on various stocks, emphasizing the potential growth opportunities in sectors such as offshore wind energy, mining, and medical technology. Group 1: Institutional Research Highlights - Over 190 stocks were researched by institutions in the past week, with Dajin Heavy Industry receiving the most attention from 209 institutions, including 46 fund companies and 44 securities firms [2] - Dajin Heavy Industry's focus on offshore wind energy in Europe is driven by high wind speeds and shallow waters in regions like the North Sea and the Baltic Sea, indicating significant growth potential in this sector [2] - The recent AR7 auction in the UK for offshore wind projects exceeded market expectations, with a total of 8.4GW auctioned, leading to increased developer participation due to higher fixed prices compared to previous rounds [2] Group 2: Company-Specific Developments - Nepean Mining announced a $45 million investment to acquire a 22.5% stake in the Alacran copper-gold-silver mine in Colombia, with estimated reserves valued at approximately 50 billion yuan [3] - Meihua Medical is advancing its brain-machine interface and humanoid robot businesses, leveraging its experience in cochlear implants to collaborate with innovative clients in the brain-machine interface sector [5][7] - The company has initiated product technology layouts in humanoid robotics, focusing on materials and components that enhance product performance [7] Group 3: Performance and Market Trends - Among the stocks researched, nine are expected to see net profit growth exceeding 100% in 2025, with Baiwei Storage leading with a projected increase of over five times [9] - The average increase for researched stocks in the past week was over 5%, with some stocks like Longxin Zhongke and Dike Co. rising by more than 20% [9] - Dike Co. highlighted its competitive advantages in storage technology and market collaboration, which enhance its product offerings [10] - Qixiang Tengda reported price increases in several products due to market supply-demand imbalances, with its acetone production capacity being the largest globally [10]

Core Insights - The article highlights that over 190 stocks were investigated by institutions in the past week, with Dajin Heavy Industry receiving the most attention from 209 institutions [1] - Dajin Heavy Industry's research indicates that the replacement of existing energy and the addition of new electricity demand, combined with unique natural resource endowments, make offshore wind development in Europe a "must" [1] - The North Sea, Baltic Sea, and the Atlantic Ocean off the coasts of England, France, and Western Europe have high wind speeds and shallow waters, indicating abundant offshore wind energy resources with currently low penetration rates [1] - The existing offshore wind power capacity in these regions is insufficient to meet demand, suggesting significant growth potential for offshore wind energy in the future [1] Performance Summary - Among the stocks investigated by institutions, nine are projected to have a net profit increase exceeding 100% by 2025, including Baiwei Storage, Yinglian Co., Guoli Electronics, Fute Technology, Runfeng Co., Dajin Heavy Industry, Haopeng Technology, Zhenyu Technology, and Changlan Technology [1] - Baiwei Storage leads with a projected net profit increase of over five times [1] - The average increase in stock prices for the investigated companies exceeded 5% in the past week, with Longxin Zhongke, Dike Co., and Qixiang Tengda seeing increases of over 20% [1]

Core Viewpoint - The article highlights that Daikin Heavy Industries has attracted the most institutional research interest, with 209 institutions conducting research on the company, indicating strong market interest and potential growth in the offshore wind energy sector in Europe [1] Group 1: Institutional Research - Daikin Heavy Industries has been researched by 209 institutions, including 46 fund companies, 44 securities firms, 41 private equity firms, and 12 insurance companies [1] - The company emphasizes the necessity of replacing existing energy sources and meeting new electricity demands, particularly in the context of Europe's unique natural resource endowments [1] Group 2: Offshore Wind Energy Potential - The North Sea, Baltic Sea, and the Atlantic waters off the coasts of England and France are characterized by high wind speeds and shallow waters, making them rich in offshore wind energy resources [1] - The current penetration rate of offshore wind energy in these regions is very low, indicating significant growth potential for offshore wind power in the future [1] Group 3: Performance of Research Stocks - Among the stocks researched by institutions, nine are projected to have a net profit increase exceeding 100% by 2025, including companies like Baiwei Storage and Daikin Heavy Industries [1] - Baiwei Storage leads with a projected net profit increase of over five times, showcasing exceptional growth potential [1] - The average stock price of the researched companies has risen by over 5% in the past week, with individual stocks like Longxin Zhongke and Dike Co. seeing increases of over 20% [1]