证券代码：002612 证券简称：朗姿股份 公告编号：2026-007 朗姿股份有限公司 关于公司控股股东股份质押展期的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 朗姿股份有限公司（以下简称"公司"）近日接到公司控股股东、实际控制人 申东日先生的函告，获悉其所持有本公司的部分股份质押展期，具体事项如下： 本次质押展期不影响质押股份数量及比例，公司股东股份累计质押如下： | | | | | | | 已质押股份情况 | | | 未质押股份情况 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 持股 | 持股比 | 本次质 押展期 前/后 | 占其所 | 占公 司总 | 已质 押股 份限 | 占已 | 未质 押股 份限 | | | 股东名称 | 数量 | 例 | 质押股 | 持股份 | 股本 | 售和 冻结、 | 质押 | 售和 | 占未质 押股份 | | | （股） | | 份数量 | 比例 | 比例 | | 股份 | 冻结 | | | | | | | | | 标记 | ...

Group 1: Profit Forecasts - Limin Co. expects a net profit of 465 million to 500 million yuan for 2025, representing a year-on-year increase of 471.55% to 514.57% [1] - Guohui Energy anticipates a net profit of 1.32 billion to 1.47 billion yuan for 2025, reflecting a decline of 50.03% to 55.13% year-on-year [2] - Jiajia Yue forecasts a net profit of 198 million to 228 million yuan for 2025, indicating a growth of 50.06% to 72.79% year-on-year [3] - Xianghe Industry projects a net profit of 120 million to 148 million yuan for 2025, with an expected increase of 59.17% to 96.31% year-on-year [4] - Aojie Technology predicts a net profit of 90 million to 120 million yuan for 2025, showing a growth of 228.34% to 337.79% year-on-year [14] - Shanghai Electric expects a net profit of 1.1 billion to 1.32 billion yuan for 2025, representing an increase of approximately 47% to 76% year-on-year [15] - Tianfu Communication anticipates a net profit of 1.881 billion to 2.15 billion yuan for 2025, reflecting a growth of 40% to 60% year-on-year [16] - Yichang Technology forecasts a net profit of 150 million to 225 million yuan for 2025, indicating a year-on-year increase of 58% to 138% [29] - Shanghai Yizhong expects a net profit of 60 million to 70 million yuan for 2025, representing a significant increase of 760.18% to 903.54% year-on-year [41] Group 2: Loss Forecasts - Kexin Electromechanical anticipates a net profit of 55 million to 70 million yuan for 2025, reflecting a decline of 58.65% to 67.51% year-on-year [11][12] - Kexin Technology expects a net loss of 900 million to 1.2 billion yuan for 2025, which is an increase in loss of 78.67% to 84% year-on-year [10] - Tianyang New Materials forecasts a net loss of 250 million to 180 million yuan for 2025, compared to a loss of 213 million yuan in the previous year [20] - Bo Rui Data anticipates a net loss of 90 million to 100 million yuan for 2025, which is an increase in loss of 15.17 million to 25.17 million yuan year-on-year [19] - Xinlian Integrated expects a net loss of 577 million yuan for 2025, which is a reduction in loss of approximately 40.02% compared to the previous year [40] - Fangshilong forecasts a net loss of 4 million to 6 million yuan for 2025 [30] Group 3: Strategic Developments - Lianlong signed a strategic framework agreement with Runyinglian to enhance the reliability and efficiency of the lubricant additive supply chain in China and the Asia-Pacific region [7] - Han Jian Heshan is planning to acquire a 52.51% stake in Liaoning Xingfu New Materials Co., Ltd., with stock suspension expected for up to 9 trading days [13] - Kai Zhong Precision plans to invest 116 million yuan in a technical transformation and expansion project to meet future capacity demands [34] - Tianfu Communication is expected to engage in clinical trials for its ABA001 injection, which has received approval from the National Medical Products Administration [17]

Group 1: Delisting Risks - *ST Xin Yan: The Shenzhen Stock Exchange has approved the company's application to revoke the delisting risk warning due to restructuring [1] - *ST Zhong Zhuang (Rights Protection): The delisting risk warning has been revoked, but other risk warnings will continue, and the stock will be suspended for one day starting tomorrow [2] - ST Sai Wei: Expected to incur a loss of 720 million to 1.02 billion yuan in 2025, with a possibility of being subject to delisting risk warnings [3] Group 2: Earnings Forecasts - Hikvision: Expected net profit attributable to shareholders to grow by 18.46% year-on-year in 2025 [28] - Langzi Co.: Expected net profit to increase by 245.25% to 302.8% year-on-year in 2025 [4][30] - Zhaoyan New Drug: Expected net profit to increase by 214% to 371% year-on-year in 2025 [5][30] - Huachen Equipment: Expected net profit to increase by 193.64% to 242.04% year-on-year in 2025 [6][30] - Qianyuan Power: Expected net profit to increase by 160% to 190% year-on-year in 2025 [7][30] - Jin Fang Energy: Expected net profit to increase by 123.97% to 193.7% year-on-year in 2025 [8][31] - Zhongfu Industrial: Expected net profit to increase by 120.27% to 141.59% year-on-year in 2025 [9][32] - Batian Co.: Expected net profit to increase by 117.53% to 139.53% year-on-year in 2025 [10][32] - Zhongrong Electric: Expected net profit to increase by 104.89% to 131.10% year-on-year in 2025 [11][32] - Kaisheng New Materials: Expected net profit to increase by 96.47% to 150.06% year-on-year in 2025 [12][32] - Putailai: Expected net profit to increase by 93.18% to 101.58% year-on-year in 2025 [13][32] - Dongfang Iron Tower: Expected net profit to increase by 91.4% to 125.07% year-on-year in 2025 [14][32] - Pulaike: Expected net profit to increase by 89.64% to 110.11% year-on-year in 2025 [15][32] - Huabang Health: Expected profit of 660 million to 730 million yuan in 2025, turning from loss to profit [16][32] - Hongyuan Green Energy: Expected net profit of 180 million to 250 million yuan in 2025, turning from loss to profit [17][32] - Kangda New Materials: Expected profit of 125 million to 135 million yuan in 2025, turning from loss to profit [18][32] - Langxin Technology: Expected profit of 100 million to 150 million yuan in 2025, turning from loss to profit [19][32] - Hualv Biological: Expected profit of 100 million to 130 million yuan in 2025, turning from loss to profit [20][32] Group 3: Mergers and Acquisitions - Kangxin New Materials: Plans to acquire 51% of Yubang Semiconductor for 392 million yuan [21][32] - Aibo Medical: Plans to gain control of Demei Medical [22][32] Group 4: Share Buybacks and Reductions - Hengtong Co.: Plans to repurchase company shares worth 80 million to 100 million yuan [24][32] - Haier Smart Home: Plans to repurchase D shares up to 200,000 euros [29][32] - Blue Universe Co.: Shareholders plan to reduce their holdings by no more than 3.02% [29][32] - Hesheng Silicon Industry: Controlling shareholder plans to reduce holdings by no more than 3% [29][32] - Aolian Electronics (Rights Protection): Shareholder Liu Junsheng plans to reduce holdings by no more than 3% [29][32] - Bluefeng Biochemical: Hainan Wenqin plans to reduce holdings by no more than 3% [29][32] - Zhixin Precision: Shareholders plan to reduce holdings by no more than 3% [29][32] - Peking University Medical: Peking University Health plans to reduce holdings by no more than 3% [29][32] Group 5: Other Updates - Liou Co.: Self-inspection work has been completed, and the stock will resume trading on January 21 [29][32] - Yongxing Materials: The lithium mica green intelligent and efficient lithium extraction project has reached production capacity [29][32] - Debang Co.: Plans to voluntarily withdraw A shares from trading on the Shanghai Stock Exchange [29][32]

六部门延续养老托育家政等税费优惠 1月20日，财政部等六部门发布公告，宣布延续实施养老、托育、家政等社区家庭服务业税费优惠政策 至2027年12月31日，继续支持养老、托育、家政等社区家庭服务业发展。 2019年6月，财政部等六部门出台养老、托育、家政等社区家庭服务业税费优惠政策，自实施以来被社 区托育、家政服务业等视作鼓励行业发展、推动"放水养鱼"的减税降费"大礼包"。本次六部门发文后， 政策期限将进一步延续至2027年底。 "特朗普计划4月访华"，中方回应 中方如何评价特朗普执政一年来对外政策及其对国际局势的影响？外交部回应 20日，外交部发言人郭嘉昆主持例行记者会。日本广播协会（NHK）记者提问称，美国总统特朗普就 任已满一年，这期间他的对外政策动向备受国际社会关注，包括在委内瑞拉问题上的强硬举措，以及近 期威胁"吞并"格陵兰岛的相关表态。中方如何评价特朗普执政一年来的对外政策及其对国际局势的影 响？此外关于特朗普计划于今年4月访华一事，中方能否提供更多细节？郭嘉昆对此表示，过去一年中 美关系历经起伏波折，实现总体动态稳定，这符合中美两国人民的共同利益，也符合国际社会的共同期 待。 【头条要闻】 国家发 ...

Group 1: Earnings Forecasts - Huabang Health expects a net profit of 660 million to 730 million yuan for 2025, recovering from a loss of 299 million yuan in the previous year, driven by improvements in its agricultural chemical materials sector and steady growth in its pharmaceutical and tourism segments [2] - Kangda New Materials anticipates a net profit of 125 million to 135 million yuan for 2025, compared to a loss of 246 million yuan last year, primarily due to significant sales growth in adhesive and specialty resin products, particularly in the wind power sector [2] - Longxin Technology forecasts a net profit of 100 million to 150 million yuan for 2025, recovering from a loss of 250 million yuan, with improvements in its energy digitalization business and reduced losses in its new energy sector [3] - Hualu Bio expects a net profit of 100 million to 130 million yuan for 2025, recovering from a loss of 47.57 million yuan, attributed to increases in both sales price and volume [3] - Jiuxi Software predicts a net profit of 40 million to 60 million yuan for 2025, recovering from a loss of 156 million yuan, supported by AI technology enhancements and market expansion strategies [3] Group 2: Major Corporate Developments - Liou Co. has completed its stock suspension review and will resume trading on January 21, 2026, confirming that its business operations remain normal and no significant undisclosed matters exist [4] - Hikvision reported total revenue of 92.518 billion yuan for 2025, a slight increase of 0.02%, with a net profit of 14.188 billion yuan, up 18.46%, driven by strategic adjustments and improved cash flow management [6] - JianTou Energy expects a net profit of approximately 1.877 billion yuan for 2025, a significant increase of about 253.38% from the previous year, due to optimized coal resource allocation and cost management [6] Group 3: Investment and Mergers - Aibo Medical plans to acquire at least 51% of Demai Medical to gain control, aiming to leverage its R&D advantages in the sports health sector [19] - Yifan Transmission intends to purchase 87.07% of Beijing Helishi Motor Technology Co., which will become a subsidiary upon successful completion of the transaction [16] - Guangdong Hongtu plans to invest up to 95 million yuan to establish a subsidiary in Thailand for automotive parts production and sales [20] Group 4: Stock Performance and Changes - Huicheng Environmental's major shareholder plans to increase their stake in the company by investing between 25 million and 50 million yuan within six months [22] - Liou Co. will resume trading after completing its stock suspension review, indicating stability in its operations [24] - Kailong High-Tech and Debang Co. have been suspended from trading, indicating potential issues or developments requiring further clarification [25]

Mergers and Acquisitions - CNOOC Services plans to convert its $746 million debt (approximately RMB 5.242 billion) owed by its wholly-owned subsidiary COSL Norwegian AS into equity investment, resulting in ownership stakes of 83.02% and 16.98% respectively [1] - Placo New Materials intends to acquire a 20% stake in Huizhou Placo New Sensation Technology Co., Ltd. for RMB 20 million, increasing its ownership from 80% to 100% [2] - Kailong High-Tech is planning a major asset restructuring to acquire control of Shenzhen Jinwangda Electromechanical Co., Ltd. through a combination of share issuance and cash payment, while also raising supporting funds [3] - Kangxin New Materials aims to acquire a 51% stake in Yubang Semiconductor for RMB 392 million through a combination of share transfer and capital increase, making it a subsidiary [4] Earnings Disclosure - Yonghui Supermarket expects a net loss of RMB 2.14 billion for 2025, compared to a loss of RMB 1.47 billion in the previous year, with a projected adjusted net loss of RMB 2.94 billion [5] - Longzi Co., Ltd. anticipates a net profit of RMB 900 million to RMB 1.05 billion for 2025, representing a year-on-year increase of 245.25% to 302.80% [6] - Hikvision reports a net profit of RMB 14.188 billion for 2025, reflecting an 18.46% year-on-year growth, with total revenue of RMB 92.518 billion, a slight increase of 0.02% [7] - Tonghuashun expects a net profit of RMB 2.735 billion to RMB 3.282 billion for 2025, indicating a growth of 50% to 80% year-on-year [8] Shareholding Changes - Aolian Electronics' shareholder Liu Junsheng plans to reduce his stake by up to 3%, with the reduction price not lower than the initial public offering price, for personal financial planning [9] - Bluefeng Biochemical's shareholder Hainan Wenqin intends to reduce his stake by up to 3%, equating to a maximum of 11.2678 million shares [10] - Zhixin Precision's shareholder Zhou Xin plans to reduce his stake by up to 3%, not exceeding 1.6 million shares, with a minimum price set at the issuance price [11] - Hoshine Silicon Industry's controlling shareholder Hoshine Group plans to reduce its stake by up to 3%, equating to a maximum of 35.4662 million shares, with the reduction price determined by market conditions [12] Risk Matters - ST Saiwei anticipates a negative net asset value by the end of 2025, which may lead to a risk warning for delisting after the annual report is disclosed [13]

资金面上，该股今日主力资金净流出706.79万元，近5日资金净流出3428.65万元。最新（1月19日）两融 余额1.77亿元，其中，融资余额1.76亿元，环比前一交易日下降2.68%，近5日融资余额累计下降 6.26%。（数据宝） 朗姿股份（002612）1月20日发布2025年业绩预增公告，预计实现净利润为9.00亿元~10.50亿元，净利 润同比增长245.25%~302.80%。 （文章来源：证券时报网） 证券时报·数据宝统计显示，朗姿股份今日收于20.53元，上涨0.29%，日换手率为3.42%，成交额为1.79 亿元，近5日上涨0.10%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布后当日股 价上涨的占比64.77%，股价发布当日股价涨停的有3家。预告发布后5日股价上涨的占比72.73%。 ...

1．财政部副部长廖岷在国新办新闻发布会上表示，财政部门将继续实施更加积极的财政政策。概括起 来就是"总量增加、结构更优、效益更好、动能更强"。2026年财政赤字、债务总规模和支出总量将保持 必要水平，确保总体支出力度只增不减。 2.财政部副部长廖岷在国新办新闻发布会上表示，本次优化调整个人消费贷款贴息政策，将信用卡账单 分期业务纳入到了贴息范围，取消现有政策当中对一些消费领域的限制。新政策意味着只要是消费贷款 都可以享受贴息。 重要的消息有哪些 1月21日（周三）申购提示 新股方面，美德乐申购代码920119，发行价格41.88元/股 ，发行市盈率为14.99倍，单一账户申购上限为 72万股。 投资有风险，申购需谨慎。 4.财政部等部门发布关于延续实施养老、托育、家政等社区家庭服务业税费优惠政策的公告，为社区提 供养老、托育、家政等服务的机构，按照规定享受税费优惠政策。 3.财政部综合司司长李先忠在国新办新闻发布会上表示，近期财政部、税务总局发布公告，明确自2026 年4月1日起取消光伏等产品出口退税，并分两年取消电子产品出口退税。此次出口退税政策调整，有利 于促进资源高效利用，也有利于引导产业结构合理调整， ...

Core Viewpoint - The company Langzi Co., Ltd. (002612) has announced its earnings forecast for 2025, projecting a net profit attributable to shareholders of 900 million to 1.05 billion yuan, representing a year-on-year growth of 245.25% to 302.8% [4] Financial Performance - The forecasted non-recurring net profit is estimated to be between 220 million to 290 million yuan, with a year-on-year growth of 1.09% to 33.25% [4] - The basic earnings per share are projected to be between 2.0341 yuan and 2.3732 yuan [4] Valuation Metrics - As of January 20, the company's price-to-earnings ratio (TTM) is approximately 8.65 to 10.09 times, the price-to-book ratio (LF) is about 2.66 times, and the price-to-sales ratio (TTM) is around 1.56 times [4] Business Segments - The company primarily operates in the fashion women's wear, medical beauty, and green baby and child sectors [12] Profit Impact Factors - The significant change in performance is attributed to the disposal of part of the shares in Guangzhou Ruoyu Chen Technology Co., Ltd. and the reclassification of remaining equity from long-term investments to trading financial assets, which is expected to impact net profit by approximately 72.5 million yuan [12]

Core Viewpoint - Langzi Co., Ltd. expects a significant increase in net profit for the fiscal year 2025, projecting a range of 900 million to 1.05 billion yuan, representing a year-on-year growth of 245.25% to 302.80% [1] Financial Performance - The company attributes the substantial rise in net profit to the disposal of part of its shares in Ruoyuchen and the conversion of remaining equity into trading financial assets, which resulted in recognized investment income and fair value changes [1]