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今日晚间重要公告抢先看——中国黄金称公司股票交易存在市场情绪过热 可能存在短期涨幅较大后的下跌风险;白银有色称公司黄金、白银产品的收入占总营业收入比重较低
Jin Rong Jie· 2026-01-29 13:53
Major Announcements - China Gold announced that its stock trading shows signs of market sentiment overheating, which may lead to a risk of short-term declines after significant price increases. The company's P/E ratio is 55.63, significantly higher than the industry median of 28.60 [1] - Zhaojin Mining stated that the prices of its gold and gold concentrate products are highly influenced by fluctuations in gold prices, which could significantly impact its operating performance if gold prices experience large swings [2] - Silver (Core Stock) Nonferrous reported that the revenue from its gold and silver products constitutes a low proportion of total operating income, with gold product sales accounting for 18.67% and silver product sales for 4.54% of total revenue [3] Company-Specific Risks - Hunan Silver (Core Stock) indicated that it has a relatively low amount of proven metal resources compared to industry peers, which poses a resource reserve risk. The company also faces risks from silver price fluctuations and has a low gross margin of 6.54% compared to mining companies [4] - TianShun Wind Energy decided to implement a long-term shutdown of six wholly-owned subsidiaries due to increasing market competition, aiming to optimize resource allocation and focus on core businesses like offshore wind power [5] - Qidi Environment expects a negative net asset value by the end of 2025, which may lead to a risk warning for its stock trading if the audited net assets are confirmed to be negative [6] Performance Forecasts - BlueFocus anticipates a net profit of 1.8 billion to 2.2 billion yuan for 2025, benefiting from growth in overseas business and improved credit management [12] - Shengyi Technology expects a net profit of 3.25 billion to 3.45 billion yuan for 2025, representing a year-on-year increase of 87% to 98% due to rising sales of copper-clad laminates [13] - Sichuan Gold forecasts a net profit of 420 million to 480 million yuan for 2025, up 69.23% to 93.4% year-on-year, driven by increased sales volume and rising gold prices [14] - Dongfang Communication predicts a net profit of approximately 360 million yuan for 2025, a year-on-year increase of about 138.5%, primarily due to significant investment gains from the disposal of financial assets [15] Other Notable Announcements - Yunnan Copper confirmed that its production and operations are normal, with no undisclosed significant matters, despite its stock experiencing a 20% price fluctuation [9] - Liou Co. reported that its operations are normal, with no undisclosed significant matters, and its stock has also seen a significant price fluctuation [10] - Guosheng Securities expects a net profit of 210 million to 280 million yuan for 2025, reflecting a year-on-year increase of 25.44% to 67.25% due to robust business development [29]
晚间公告|1月29日这些公告有看头
Di Yi Cai Jing· 2026-01-29 10:34
Group 1 - Meinian Health plans to participate in the restructuring of Zhejiang Bangjie Holdings, aiming to become the controlling shareholder after the completion of the restructuring [3] - Baiyin Nonferrous Metals reported that the revenue from gold and silver products accounted for a low proportion of total operating income, with gold sales contributing 18.67% and silver sales 4.54% in the first half of 2025 [4] - Tiens Wind Power decided to implement a long-term production suspension for six wholly-owned subsidiaries to optimize resource allocation and focus on core businesses [5] Group 2 - Tongling Nonferrous Metals indicated significant uncertainty in the price fluctuations of its main products, with a low self-sufficiency rate for copper concentrate posing supply stability risks [6] - *ST Aowei received a notice of termination of listing due to its market capitalization falling below 500 million yuan for twenty consecutive trading days [7] - Foton Motor expects a net profit increase of approximately 1551% year-on-year for 2025, driven by sales growth in new energy vehicles and overseas markets [9] Group 3 - Beimo High-tech anticipates a net profit increase of 1076.16% to 1261.87% for 2025, supported by cost control and reduced credit impairment losses [10] - Zhongke Sanhuan forecasts a net profit growth of 566.23% to 899.35% for 2025, attributed to technological innovation and improved operational efficiency [12] - Wancheng Group expects a net profit increase of 222.38% to 266.94% for 2025, driven by growth in its retail business and improved sales margins [13] Group 4 - Huayi Technology anticipates a net profit increase of 191.52% to 330.34% for 2025, benefiting from product optimization and cost reduction measures [14] - Nanmo Biology expects a net profit growth of 269.49% to 423.44% for 2025, supported by increased revenue in the biopharmaceutical sector and improved cost control [15] - Baiao Saitu forecasts a net profit increase of 384.26% to 443.88% for 2025, driven by expansion in overseas markets and recovery in the domestic biopharmaceutical industry [16] Group 5 - Hailanxin expects a net profit increase of 387.47% to 631.2% for 2025, supported by advancements in technology and increased market share in marine observation [17] - Panjiang Co. anticipates a net profit growth of 205.3% to 264.83% for 2025, driven by increased coal production and reduced costs [18] - Huaguang New Materials expects a net profit increase of 104.67% to 141.88% for 2025, with significant growth in the electronic sector [20] Group 6 - Guo Sheng Securities forecasts a net profit increase of 25.44% to 67.25% for 2025, supported by active capital market participation and growth in various business segments [25] - Shengyi Technology expects a net profit growth of 87% to 98% for 2025, driven by increased sales of copper-clad laminates [26] - Sifutian anticipates a net loss of 30 million to 45 million yuan for 2025, although this represents a significant reduction in losses compared to the previous year [27] Group 7 - Maanshan Steel expects a net loss of 1.9 billion to 2.5 billion yuan for 2025, with a substantial reduction in losses compared to the previous year [28] - Shennong Seed Industry forecasts a net profit of 90 million to 120 million yuan for 2025, marking a turnaround from previous losses [30] - Jifeng Co. anticipates a net profit of 410 million to 495 million yuan for 2025, achieving a turnaround from losses [31]
1月29日晚间重要公告一览
Xi Niu Cai Jing· 2026-01-29 10:13
Earnings Forecasts - Shengyi Electronics expects a net profit of 1.431 billion to 1.513 billion yuan in 2025, an increase of 331.03% to 355.88% year-on-year [1] - Tigermed anticipates a net profit of 830 million to 1.23 billion yuan in 2025, representing a growth of 105% to 204% year-on-year [2] - Shunbo Alloy forecasts a net profit of 210 million to 270 million yuan in 2025, with an increase of 222.96% to 315.23% year-on-year [3] - Jinkong Electric expects a net profit of 155 million to 195 million yuan in 2025, reflecting a growth of 383.21% to 507.9% year-on-year [9] - Baiao Saitu anticipates a net profit of 162 million to 182 million yuan in 2025, with a year-on-year increase of 384.26% to 443.88% [18] - Panjiang Co. expects a net profit of 318 million to 380 million yuan in 2025, representing a growth of 205.30% to 264.83% year-on-year [38] Loss Forecasts - Liaoning Energy predicts a net loss of 273 million to 410 million yuan in 2025, compared to a profit of 202 million yuan in the previous year [5] - Anbotong anticipates a net loss of 114 million to 165 million yuan in 2025, with a revenue decrease of 19.65% to 27.25% [7] - Wantai Bio forecasts a net loss of 330 million to 410 million yuan in 2025, compared to a profit of 106 million yuan in the previous year [12] - Xingyun Co. expects a net loss of 155 million to 230 million yuan in 2025, compared to a loss of 82.44 million yuan in the previous year [20] - Huaxing Co. anticipates a net loss of 800 million to 1.2 billion yuan in 2025, with a reduction in loss compared to 1.67 billion yuan in the previous year [46] New Product Approvals - Hengrui Medicine received acceptance for a new indication application for its innovative drug, combining Carrelizumab and Apatinib for treating unresectable liver cancer [4] - Tianen Kang's subsidiary received a drug registration acceptance notice for Lidocaine and Prilocaine aerosol [31] - Lisheng Pharmaceutical announced that its Aminophylline tablets passed the consistency evaluation for generic drugs [40] Share Buyback Plans - Hengyuan Coal Power plans to repurchase shares with a total amount not less than 200 million yuan and not exceeding 250 million yuan [13] Contract Wins - China Communication Signal Co. won contracts totaling approximately 5.26 billion yuan for 21 important projects in the railway and urban rail transit markets [37]
天顺风能:2025年净利润预亏1.9亿元至2.5亿元,加速拓展海内外海上风电市场
Cai Jing Wang· 2026-01-29 09:40
同日,天顺风能发布关于部分子公司停产的公告,称为进一步优化公司整体资源配置,集中优势力量发 展海上风电等核心业务,全面提升运营效率及盈利能力,经公司审慎论证并严格履行相应决策程序后, 决定对商都叶片、乾安叶片、濮阳塔筒、菏泽塔筒、通辽塔筒、太仓塔筒6家全资子公司实施长期停产 安排。 公告显示,因停产子公司处于亏损状态,停产决定不会对公司主营业务造成重大影响;本次停产有助于 公司优化资源配置,将有限的资源集中到优势业务和效益较好的子公司,进一步提升公司整体的运营效 率和盈利能力,为公司的长远发展奠定坚实基础。 1月29日,天顺风能发布业绩预告,预计2025年归属于上市公司股东的净利润为-1.9亿元至-2.5亿元,同 比下降199.94%至222.29%。 对于业绩变动的原因,公告说明,自2023年以来公司逐步推进由"陆向海"的战略转型,收缩陆上风电装 备板块塔筒及叶片业务,合并原塔筒事业部、叶片事业部为陆上装备事业部,并主动控制业务规模。本 报告期对拟停产陆上风能装备生产基地相关资产、部分长期股权投资进行减值计提,相关资产减值事项 导致本报告期业绩亏损,具体减值金额以年度报告审计为准。 天顺风能表示,目前,公司 ...
天顺风能六家全资子公司将长期停产
Cai Jing Wang· 2026-01-29 09:28
【天顺风能:决定对六家全资子公司实施长期停产安排】#天顺风能六家全资子公司将长期停产#1月29 日,天顺风能公告称,公司决定商都叶片等六家全资子公司停止生产经营活动。鉴于停产子公司所处区 域市场竞争日益激烈,为进一步优化公司整体资源配置,集中优势力量发展海上风电等核心业务,全面 提升运营效率及盈利能力,经公司审慎论证并严格履行相应决策程序后,决定对上述全资子公司实施长 期停产安排。停产子公司未履行完毕的合同,将由临近正常营运的子公司承接。因停产子公司处于亏损 状态,停产决定不会对公司主营业务造成重大影响。(每经) ...
天顺风能:部分子公司停产
Ge Long Hui· 2026-01-29 08:58
随着公司装备制造业务"陆转海"战略的深入推进,公司锚定海上风电这一高潜力赛道,推动陆上风能装 备制造业务板块开展战略适配性调整:主动收缩业务规模,聚焦优质订单筛选,强化经营性现金流精细 化管理,筑牢企业长期稳健运行的坚实基础。鉴于停产子公司所处区域市场竞争日益激烈,为进一步优 化公司整体资源配置,集中优势力量发展海上风电等核心业务,全面提升运营效率及盈利能力,经公司 审慎论证并严格履行相应决策程序后,决定对上述全资子公司实施长期停产安排。 格隆汇1月29日丨天顺风能(002531.SZ)公布,公司于2026年01月29日召开第六届董事会2026年第一次会 议,审议通过了《关于部分子公司停产的议案》,决定六家全资子公司商都天顺风电叶片有限公司 ("商都叶片")、乾安天顺风电叶片有限公司("乾安叶片")、濮阳天顺风电设备有限公司("濮阳塔 筒")、菏泽天顺新能源设备有限公司("菏泽塔筒")、通辽市天顺风电设备有限公司("通辽塔筒") 及苏州天顺新能源科技有限公司("太仓塔筒",以上子公司统称"停产子公司")停止生产经营活动。 ...
天顺风能(002531) - 2025 Q4 - 年度业绩预告
2026-01-29 08:55
(1)以区间数进行业绩预告 证券代码:002531 证券简称:天顺风能 公告编号:2026-005 天顺风能(苏州)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公告内容的真实、准确和完整,不存在虚假记载、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 四、风险提示 本次业绩预告是公司财务部门初步测算的结果,具体财务数据以公司披露的 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。 天顺风能(苏州)股份有限公司董事会 2026 年 01 月 30 日 | 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:19,000 | 万元~25,000 | 万元 | 盈利:20,443.51 | 万元 | | | | 比上年同期下降:192.94%~222.29% | | | | | | | 扣除非经常性损益后的净利润 | 亏损:2 ...
天顺风能(002531.SZ):部分子公司停产
Ge Long Hui A P P· 2026-01-29 08:53
格隆汇1月29日丨天顺风能(002531.SZ)公布,公司于2026年01月29日召开第六届董事会2026年第一次会 议,审议通过了《关于部分子公司停产的议案》,决定六家全资子公司商都天顺风电叶片有限公司 ("商都叶片")、乾安天顺风电叶片有限公司("乾安叶片")、濮阳天顺风电设备有限公司("濮阳塔 筒")、菏泽天顺新能源设备有限公司("菏泽塔筒")、通辽市天顺风电设备有限公司("通辽塔筒") 及苏州天顺新能源科技有限公司("太仓塔筒",以上子公司统称"停产子公司")停止生产经营活动。 随着公司装备制造业务"陆转海"战略的深入推进,公司锚定海上风电这一高潜力赛道,推动陆上风能装 备制造业务板块开展战略适配性调整:主动收缩业务规模,聚焦优质订单筛选,强化经营性现金流精细 化管理,筑牢企业长期稳健运行的坚实基础。鉴于停产子公司所处区域市场竞争日益激烈,为进一步优 化公司整体资源配置,集中优势力量发展海上风电等核心业务,全面提升运营效率及盈利能力,经公司 审慎论证并严格履行相应决策程序后,决定对上述全资子公司实施长期停产安排。 ...
天顺风能:1月29日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2026-01-29 08:35
每经AI快讯,天顺风能1月29日晚间发布公告称,公司第六届2026年第一次董事会会议于2026年1月29 日以通讯表决的方式召开。会议审议了《关于部分子公司停产的议案》等文件。 每经头条(nbdtoutiao)——水贝黄金平台"杰我睿"兑付危机调查:40倍杠杆对赌,金价越涨平台越 亏!老板自称"还在深圳",投资者:兑付方案本金打两折,无法接受 (记者 王瀚黎) ...
天顺风能:六家全资子公司因推进“陆转海”战略及优化资源配置实施长期停产
南财智讯1月29日电,天顺风能公告,公司于2026年1月29日召开第六届董事会2026年第一次会议,审议 通过《关于部分子公司停产的议案》,决定对商都天顺风电叶片有限公司、乾安天顺风电叶片有限公 司、濮阳天顺风电设备有限公司、菏泽天顺新能源设备有限公司、通辽市天顺风电设备有限公司及苏州 天顺新能源科技有限公司(均为公司全资子公司)实施长期停产。停产原因为落实装备制造业务"陆转 海"战略,主动收缩陆上风电业务规模,聚焦海上风电核心赛道,优化区域资源配置,提升运营效率与 盈利能力;相关子公司所处区域市场竞争加剧,且整体处于亏损或微利状态。停产自决议通过后启动, 未履行完毕合同由临近正常运营的子公司承接。公告指出,停产子公司近年持续亏损或盈利承压,停产 不会对公司主营业务造成重大影响,有利于集中资源发展高潜力业务,提升整体经营质量,具体财务影 响以经审计报告为准。 ...