Performance Highlights - New Yi Sheng (300502.SZ) expects net profit between 9.4 billion and 9.9 billion CNY, a year-on-year increase of 231.24% to 248.86% due to rising demand for high-speed optical modules driven by global computing power investments[4] - Han's Chip (688256.SH) anticipates net profit between 1.85 billion and 2.15 billion CNY, turning from a loss of 450 million CNY last year, benefiting from the growing demand for AI computing power[5] - Zhongji Xuchuang (300308.SZ) projects net profit between 9.8 billion and 11.8 billion CNY, a year-on-year growth of 89.50% to 128.17%, driven by strong customer investment in computing infrastructure[6] - Runze Technology (300442.SZ) expects net profit between 5 billion and 5.3 billion CNY, a year-on-year increase of 179.28% to 196.03%, largely due to non-recurring gains from public REITs issuance[10] Underperformance Highlights - Great Wall Motors (601633.SH) forecasts net profit of 9.912 billion CNY, a year-on-year decline of 21.71% due to increased marketing expenses and competitive pressures[36] - GAC Group (601238.SH) expects a net loss between 8 billion and 9 billion CNY, turning from a profit of 824 million CNY last year, impacted by fierce competition and increased asset impairment provisions[39] - Xiexin Integrated (002506.SZ) anticipates a net loss between 890 million and 1.29 billion CNY, shifting from a profit of 68 million CNY last year due to structural supply-demand issues in the photovoltaic industry[41] - Baile Tianheng (688506.SH) projects a net loss of around 1.1 billion CNY, down from a profit of 3.708 billion CNY last year, primarily due to increased R&D expenses[42] Industry Trends - Technology-driven sectors like AI and innovative pharmaceuticals are leading growth, with companies like New Yi Sheng and Han's Chip benefiting from strong demand and technological advancements[69] - Cost control is becoming a critical competitive advantage, particularly in the energy and manufacturing sectors, as seen with companies like Datang Power (601991.SH) benefiting from lower coal prices[70] - Traditional cyclical industries such as real estate and agriculture are facing significant downward pressure, with companies like Vanke (000002.SZ) and Tianbang Foods (002124.SZ) experiencing substantial losses due to market adjustments[72]

Core Viewpoint - The article highlights the performance forecast of various A-share listed companies, indicating a significant divergence in earnings growth across different sectors, driven by technological advancements, cost control, and industry cycles [4][62]. Group 1: Companies with Strong Earnings Growth - **New Yisheng (300502.SZ)**: Expected net profit of 9.4 billion to 9.9 billion, a year-on-year increase of 231.24% to 248.86%, driven by rising demand for high-speed optical modules due to global computing power investments [6]. - **Han's Laser (688256.SH)**: Expected net profit of 1.85 billion to 2.15 billion, turning from a loss of 0.452 billion in the previous year, benefiting from the increasing demand for AI computing power [8]. - **Zhongji Xuchuang (300308.SZ)**: Expected net profit of 9.8 billion to 11.8 billion, a year-on-year increase of 89.50% to 128.17%, supported by strong investment in computing infrastructure [10]. - **Runze Technology (300442.SZ)**: Expected net profit of 5 billion to 5.3 billion, a year-on-year increase of 179.28% to 196.03%, primarily due to non-recurring gains from public REITs issuance [12]. - **CITIC Securities (601995.SH)**: Expected net profit of 8.542 billion to 10.535 billion, a year-on-year increase of 50% to 85%, driven by steady growth in core business segments [15]. Group 2: Companies with Earnings Below Expectations - **Great Wall Motors (601633.SH)**: Expected net profit of 9.912 billion, a year-on-year decrease of 21.71%, impacted by increased marketing expenses and intense competition [34]. - **GAC Group (601238.SH)**: Expected net profit of -8 billion to -9 billion, turning from a profit of 0.824 billion in the previous year, due to fierce competition and adjustments in product structure [36]. - **GCL-Poly Energy (002506.SZ)**: Expected net profit of -0.89 billion to -1.29 billion, turning from a profit of 0.068 billion, affected by structural supply-demand issues in the photovoltaic industry [38]. - **Boli Tianheng (688506.SH)**: Expected net profit of -1.1 billion, turning from a profit of 3.708 billion, due to increased R&D expenses [39]. - **Daiyue City (000031.SZ)**: Expected net profit of -2.7 billion to -2.1 billion, continuing losses from the previous year, influenced by asset impairment provisions [42]. Group 3: Industry Trends - **Technological Breakthroughs**: Industries driven by technology, such as AI and innovative pharmaceuticals, are showing strong growth, with companies like New Yisheng and Rongchang Bio leading the way [62][63]. - **Cost Control**: The energy and manufacturing sectors are experiencing a clear divide, with companies like Datang Power benefiting from lower coal prices and effective cost management [64]. - **Downward Pressure from Industry Cycles**: The real estate, agriculture, and photovoltaic sectors are under significant pressure, with companies like Vanke and Tianbang Food facing substantial earnings declines [65][66].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002506 证券简称：协鑫集成 公告编号：2026-007 本公司及董事会全体成员保证信息披露的内容真实、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、业绩预告期间：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 3、业绩预告情况表： 2025年，光伏行业在政策引导与供需调整中持续推进。阶段性、结构性供需矛盾导致全产业链价格持续 承压，受大宗商品价格影响，下半年银浆、铝边框、焊带等主要辅材价格大幅上涨，而组件价格受终端 市场制约涨幅较小，导致公司亏损进一步扩大。 公司直面挑战，坚持市场开拓与精益运营双轮驱动，在逆势中巩固了行业地位与运营韧性。本年度，公 司市场获取能力进一步提升，在央国企大型项目招标中持续领先，组件出货量实现稳健增长。通过极致 降本与运营提效，公司产能利用率、非硅成本及周转效率等关键指标保持行业第一梯队。 展望未来，随着行业自律加强与技术迭代，供需结构有望逐步回归平衡。公司将继续深化内部改革，优 化财务结构，提升抗风险能力与长期竞争力，为迎接行业 ...

证券日报网讯 1月30日，协鑫集成发布公告称，公司预计2025年度归属于上市公司股东的净利润亏损 89，000万元至129，000万元，上年同期盈利6，829.40万元。 （文章来源：证券日报） ...

北京商报讯（记者 王蔓蕾）1月30日晚间，协鑫集成（002506）发布2025年度业绩预告显示，公司预计 全年实现归属净利润亏损8.9亿—12.9亿元，上年同期为盈利6829.4万元。 对于业绩变动原因，协鑫集成表示，2025年，光伏行业在政策引导与供需调整中持续推进。阶段性、结 构性供需矛盾导致全产业链价格持续承压，受大宗商品价格影响，下半年银浆、铝边框、焊带等主要辅 材价格大幅上涨，而组件价格受终端市场制约涨幅较小，导致公司亏损进一步扩大。 ...

南财智讯1月30日电，协鑫集成发布2025年度业绩预告，预计2025年全年归属于上市公司股东的净亏损 为89,000万元至129,000万元；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亏损 92,000万元至134,000万元。2025年，光伏行业在政策引导与供需调整中持续推进。阶段性、结构性供需 矛盾导致全产业链价格持续承压，受大宗商品价格影响，下半年银浆、铝边框、焊带等主要辅材价格大 幅上涨，而组件价格受终端市场制约涨幅较小，导致公司亏损进一步扩大。 ...

证券代码：002506 证券简称：协鑫集成 公告编号：2026-007 协鑫集成科技股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、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 三、业绩变动原因说明 2025 年，光伏行业在政策引导与供需调整中持续推进。阶段性、结构性供 需矛盾导致全产业链价格持续承压，受大宗商品价格影响，下半年银浆、铝边框、 焊带等主要辅材价格大幅上涨，而组件价格受终端市场制约涨幅较小，导致公司 亏损进一步扩大。 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 2、预计的业绩：√亏损 ð 扭亏为盈 ð 同向上升 ð 同向下降 3、业绩预告情况表： | 项 | 目 | | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | 亏损：89,000 | 万元至 | 129,000 | 万元 | 盈利：6,829.40 | 万元 | | 扣除非经常性损 益后的净利润 | | ...

截至发稿，李茜累计任职时间6年89天，现任基金资产总规模526.72亿元，任职期间最佳基金回报 111.56%， 任职期间最差基金回报-18.35%。 李沐阳累计任职时间5年26天，现任基金资产总规模288.71亿元，任职期间最佳基金回报193.73%， 任 职期间最差基金回报-32.03%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 从协鑫集成十大流通股东角度 数据显示，华泰柏瑞基金旗下1只基金位居协鑫集成十大流通股东。光伏ETF（515790）三季度减持 126.35万股，持有股数5325.78万股，占流通股的比例为0.91%。根据测算，今日浮亏损失约958.64万 元。 光伏ETF（515790）成立日期2020年12月7日，最新规模112.53亿。今年以来收益13.54%，同类排名 556/5557；近一年收益52.53%，同类排名1225/4285；成立以来收益9.23%。 光伏ETF（515790）基金经理为李茜、 ...

证券日报网讯1月29日，协鑫集成（002506）发布公告称，公司及子公司未对合并报表外单位提供担 保。公司及控制的下属公司无逾期对外担保、无涉及诉讼的对外担保及因担保被判决败诉而应承担损失 的情形。 ...

协鑫集成科技股份有限公司 证券代码：002506 证券简称：协鑫集成 公告编号：2026-006 关于对子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、担保情况概述 协鑫集成科技股份有限公司（以下简称"协鑫集成"或"公司"）于 2025 年 4 月 27 日召开了第六届董事会第十次会议及 2025 年 5 月 20 日召开 2024 年度股东大 会，审议通过了《关于 2025 年度公司向融资机构申请综合授信及为子公司提供担 保的议案》，同意在 2025 年度公司及子公司拟向融资机构申请总额度不超过人民 币 112 亿元的综合授信额度，同时公司为子公司申请不超过人民币 88.7 亿元的担 保额度，公司子公司为子公司申请不超过人民币 2.3 亿元的担保额度，公司控股 子公司为公司申请不超过人民币 2 亿元的担保额度。上述综合授信以及担保额度 自 2024 年度股东大会通过之日起生效，有效期一年。 公司于 2025 年 5 月 30 日召开第六届董事会第十一次会议及 2025 年 6 月 18 日召开 2025 年第三次临时股东大会，审 ...