智通财经APP讯，东方铁塔(002545.SZ)披露2025年前三季度业绩预告，公司预计归属于上市公司股东的 净利润7.5亿元至9亿元，同比增长60.83%至93.00%;扣除非经常性损益后的净利润7.3亿元至8.8亿元，同 比增长58.60% 至91.19%。 报告期内，公司钾肥生产线稳定生产，氯化钾产品市场价格较上年同期上涨，公司整体经营业绩较去年 同期将大幅提升。 ...

Group 1 - The company, Dongfang Tower, expects a net profit attributable to shareholders of 750 million to 900 million yuan for the first three quarters of 2025, representing a year-on-year increase of 60.83% to 93.00% [1] - The increase in performance is primarily due to stable production in the potassium fertilizer production line and a rise in the market price of potassium chloride products compared to the same period last year [1] - The basic earnings per share are projected to be 0.6029 yuan [1] Group 2 - For the first half of 2025, the revenue composition of Dongfang Tower is as follows: chemicals account for 66.8%, manufacturing for 32.44%, other industries for 0.52%, construction and installation for 0.14%, and electricity for 0.1% [1] - As of the report date, the market capitalization of Dongfang Tower is 16.8 billion yuan [1]

每经AI快讯，10月13日，东方铁塔(002545.SZ)发布2025年前三季度业绩预告，预计归属于上市公司股 东的净利润为7.5亿元~9亿元，比上年同期增长60.83%~93.00%。报告期内，公司钾肥生产线稳定生产， 氯化钾产品市场价格较上年同期上涨，推动整体经营业绩大幅提升。 ...

证券代码：002545 证券简称：东方铁塔 公告编号：2025-054 单位：万元 | 项 | 目 | | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东的净 利润 | | | 75,000 | — | 90,000 | 46,632.15 | | | | 比上年同期增长 | 60.83% | — | 93.00% | | | 扣除非经常性损益后的净 利润 | | | 73,000 | — | 88,000 | 46,028.38 | | | | 比上年同期增长 | 58.60% | — | 91.19% | | | 基本每股收益（元/股） | | | 0.6029 | — | 0.7234 | 0.3748 | 二、与会计师事务所沟通情况 青岛东方铁塔股份有限公司 2025 年前三季度业绩预告 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 1．业绩预告期间：2025 年 1 月 1 日至 2025 年 9 月 30 日。 2．业绩预告情 ...

Core Viewpoint - The company expects a significant increase in net profit for the first three quarters of 2025, projecting between 750 million to 900 million yuan, representing a year-on-year growth of 60.83% to 93% [1] Group 1 - The company's potash fertilizer production line is operating steadily, contributing to improved performance [1] - The market price of potassium chloride products has risen compared to the same period last year, positively impacting overall business performance [1] - The overall operating performance of the company is expected to increase significantly compared to the same period last year [1]

Core Insights - On September 30, Dongfang Tower's stock rose by 2.12%, with a trading volume of 246 million yuan [1] - The company reported a financing buy-in of 10.61 million yuan and a net financing outflow of 18.44 million yuan on the same day [1] - As of September 30, the total financing and securities lending balance for Dongfang Tower was 204 million yuan [1] Financing Summary - On September 30, Dongfang Tower had a financing buy-in of 10.61 million yuan, with a current financing balance of 203 million yuan, representing 1.17% of its market capitalization [1] - The financing balance is above the 70th percentile level for the past year, indicating a high level of financing activity [1] Securities Lending Summary - On September 30, Dongfang Tower repaid 13,300 shares in securities lending and sold 7,600 shares, amounting to 106,400 yuan based on the closing price [1] - The remaining securities lending volume was 59,200 shares, with a balance of 828,800 yuan, also exceeding the 70th percentile level for the past year [1] Company Overview - Qingdao Dongfang Tower Co., Ltd. was established on August 1, 1996, and listed on February 11, 2011 [2] - The company specializes in the research, design, production, sales, and installation of steel structures and tower products, with a revenue composition of 65.07% from potassium chloride and 16.09% from angle steel towers [2] - As of June 30, the company had 22,800 shareholders, a decrease of 15.33% from the previous period, with an average of 49,653 circulating shares per person, an increase of 18.11% [2] Financial Performance - For the first half of 2025, Dongfang Tower achieved a revenue of 2.148 billion yuan, a year-on-year increase of 8.51%, and a net profit attributable to shareholders of 493 million yuan, a year-on-year increase of 79.18% [2] Dividend Information - Since its A-share listing, Dongfang Tower has distributed a total of 2.614 billion yuan in dividends, with 1.257 billion yuan distributed in the last three years [3] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which held 14.56 million shares, a decrease of 771,000 shares from the previous period [3] - New institutional shareholders included China Europe Times Pioneer Stock A and China Europe New Blue Chip Mixed A, holding 9.26 million and 8.24 million shares, respectively [3]

Group 1 - The report indicates that the Federal Reserve's resumption of interest rate cuts may lead to increased foreign investment in China's export-advantaged assets, particularly in high-end manufacturing sectors such as new energy, chemicals, and pharmaceuticals [1][13] - The "anti-involution" policy in China is expected to enhance the financial returns of the manufacturing sector, with a focus on high-end manufacturing capital expenditure (CAPEX) expansion since 2019, which solidifies global export competitiveness [2][14] - The report suggests that cross-border capital is accelerating its return to China, leading to a "re-inflation bull market" as China's net export scale rises and the RMB enters a long-term appreciation cycle [3][15] Group 2 - The report anticipates a shift in the A-share bull market towards consumption-driven growth, moving from an investment-driven model to one where consumption becomes the primary economic driver [4][16] - It highlights a potential "ice-fire conversion" in market dynamics, where technology sectors may lead the rally, followed by export-oriented high-end manufacturing, and eventually consumer sectors [5][17] Group 3 - The report recommends a stock portfolio for October 2025, including companies such as Dongfang Tower (Chemicals), Huafeng Aluminum (Non-ferrous), China Hongqiao (Non-ferrous), Luoyang Molybdenum (Non-ferrous), Dongfang Tantalum (Non-ferrous), Xinnengda (Electric New), Betta Pharmaceuticals (Pharmaceuticals), Yifeng Pharmacy (Pharmaceutical Retail), Bai'ao Intelligent (Military), Hikvision (Computers), and Luxshare Precision (Electronics) [6][11]

Investment Rating - Industry investment rating: Overweight [1] Core Views - The chemical sector's overall performance ranked 17th this week, with a decline of 0.95%, underperforming the Shanghai Composite Index by 1.16 percentage points and the ChiNext Index by 2.91 percentage points [4][22] - The chemical industry is expected to continue its trend of differentiated growth in 2025, with recommendations to focus on synthetic biology, pesticides, chromatography media, sweeteners, vitamins, light hydrocarbon chemicals, COC polymers, and MDI [4] Summary by Sections Industry Performance - The chemical sector's performance this week was -0.95%, ranking it 17th among all sectors, while the top three performing sectors were power equipment, non-ferrous metals, and electronics [22][23] - The top three individual stocks in the chemical sector this week were Bluefeng Biochemical (61.16%), Shangwei New Materials (44.81%), and Huarsoft Technology (31.83%) [28] Key Industry Dynamics - A new plan for stable growth in the petrochemical industry was released by seven departments, aiming for an average annual growth of over 5% in value added from 2025 to 2026 [34] - The plan emphasizes the importance of technological innovation, digital empowerment, and environmental sustainability in the petrochemical sector [34] Investment Opportunities - Synthetic biology is highlighted as a key area for growth, with companies like Kasei Biotech and Huaheng Biological being recommended for investment [4][8] - The third-generation refrigerants are expected to enter a high prosperity cycle due to upcoming quota policies and stable demand growth from the air conditioning and cold chain markets [5] - The electronic specialty gases market presents significant domestic substitution opportunities, driven by rapid upgrades in the semiconductor and photovoltaic industries [6][8] - Light hydrocarbon chemicals are identified as a global trend, with a shift towards lighter raw materials expected to enhance the value of leading companies in this sector [8] - The COC polymer industry is accelerating its domestic industrialization process, with companies like AkzoNobel being recommended for attention [9] - Potash fertilizer prices are anticipated to rebound as supply tightens and demand increases due to rising agricultural planting intentions [10] - The MDI market is expected to improve due to oligopolistic supply dynamics and stable demand from polyurethane applications [12]

Investment Rating - The report maintains a "Positive" rating for the chemical industry [5][6][20] Core Insights - The petrochemical industry is expected to see stable growth due to the introduction of policies aimed at enhancing industry health and eliminating outdated capacity [5][6] - The demand for viscose filament is anticipated to tighten, leading to an upward trend in prices, while the grass herbicide market is expected to optimize its structure [5][6] - The global GDP growth is projected to remain at 2.8%, with stable oil demand despite some slowdown due to tariff policies [5][6] Industry Dynamics - Oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable [5][6] - The coal market is anticipated to experience long-term price stabilization, with easing pressures on downstream sectors [5][6] - Natural gas exports from the U.S. are likely to accelerate, potentially lowering import costs [5][6] Chemical Sector Analysis - The report highlights that the viscose filament industry will see a supply-demand tightening, with a projected increase in operating rates from 84% to over 95% [5][6] - The grass herbicide market is set to address issues of low pricing and quality through upcoming industry meetings aimed at regulating competition [5][6] Investment Recommendations - The report suggests focusing on sectors benefiting from the "anti-involution" policy, including textiles, agriculture, and export-related chemicals [5][6] - Specific companies to watch include Xinxiang Chemical Fiber, Jilin Chemical Fiber, and Lier Chemical, which are expected to benefit from market dynamics [5][6][20] Key Company Valuations - The report provides a valuation table for key companies, indicating various ratings such as "Buy" and "Increase" for companies like Hailir Chemical, Yunnan Chemical, and Wanhu Chemical [20]

Core Viewpoint - The news highlights the recent trading activity and financial performance of Qingdao Oriental Tower Co., Ltd., indicating a strong market presence and growth in revenue and profit [1][2]. Trading Activity - On September 24, Oriental Tower's stock rose by 1.15%, with a trading volume of 210 million yuan. The margin trading data shows a financing purchase amount of 41.47 million yuan and a net financing purchase of 21.30 million yuan for the day [1]. - As of September 24, the total margin trading balance for Oriental Tower was 224 million yuan, with the financing balance accounting for 1.35% of the circulating market value, indicating a high level compared to the past year [1]. Financial Performance - For the first half of 2025, Oriental Tower reported a revenue of 2.15 billion yuan, representing a year-on-year growth of 8.51%. The net profit attributable to shareholders was 493 million yuan, showing a significant increase of 79.18% compared to the previous year [2]. Business Composition - The company's main business segments include potassium chloride (65.07% of revenue), angle steel towers (16.09%), steel structures (11.72%), and steel pipe towers (4.63%). Other segments contribute smaller percentages to the overall revenue [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Oriental Tower was 22,800, a decrease of 15.33% from the previous period. The average circulating shares per person increased by 18.11% to 49,653 shares [2]. Dividend Distribution - Since its A-share listing, Oriental Tower has distributed a total of 2.614 billion yuan in dividends, with 1.257 billion yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 14.56 million shares, a decrease of 771,000 shares from the previous period. New institutional shareholders include China Europe Era Pioneer Stock A and China Europe New Blue Chip Mixed A [3].