Market Overview - A-shares experienced significant volatility on January 30, with major indices showing mixed performance, including a drop of over 2% for the Sci-Tech Innovation Board Index and a recovery for the ChiNext Index [1] - The Shanghai Composite Index closed at 4108.46 points, down 1.19%, while the ChiNext Index rose by 0.8% [2] Sector Performance - Resource stocks faced heavy losses, with the industrial metals sector dropping by 9% and precious metals stocks leading the decline [1][5] - The CPO (光模块) sector emerged as a market leader, alongside gains in agriculture, tourism, and communication equipment sectors [1] Individual Stock Movements - A total of 3872 stocks declined, while only 1494 stocks rose, with 27 stocks hitting the daily limit down [3] - Notable declines included: - Xiaocheng Technology (晓程科技) down 20% [6] - Shandong Gold (山东黄金) and Zhongjin Gold (中金黄金) both down 10% [5] - Nanshan Aluminum (南山铝业) down 10.05% [8] - Conversely, Hunan Gold (湖南黄金) saw a significant increase, hitting a daily limit up with an 8.17% rise [5] Commodity Prices - International gold and silver prices experienced volatility, with gold dropping to a low of $5111.96 per ounce, a decrease of 3.61% [7] - The industrial metals sector also faced declines, with several companies hitting the daily limit down [7] Future Market Projections - According to a report by CignalAI, the optical module market is expected to exceed $18 billion by 2025, driven by AI-related data center and transmission network construction [11]

【导读】今日上午A股三大指数涨跌不一，CPO、农牧饲渔、旅游酒店板块大涨，资源股重挫，个股掀"跌停潮" A股风云突变。 1月30日早盘，A股市场迎来大变化。三大指数上演"过山车"行情，A股多个指数开盘集体杀跌，科创综指盘中跌超2.5%，上证指数、深证成指、创业板指 均一度跌超2%。随后多个指数涨跌出现分化，创业板指翻红。 风云突变 个股跌多涨少，全市场共有3872只个股下跌，仅有1494只个股上涨，27只个股涨停。成交额方面，沪深两市半日成交额为1.93万亿元，较上个交易日缩量 836亿元。 贵金属板块领跌 今天上午，资源股重挫，有色板块大跌8%，贵金属概念股板块领跌，相关个股纷纷跌停。 十余只个股跌停。其中，晓程科技录得20%跌停，山东黄金（600547）、中金黄金（600489）、山金国际（000975）、赤峰黄金、四川黄金（001337）、 贵研铂业（600459）、金徽股份（603132）、招金黄金（000506）、恒邦股份（002237）、湖南白银（002716）、华锡有色（600301）均录得10cm跌 停，紫金矿业（601899）跌超8%。 1月最后一个交易日的早盘，A股主要指数涨跌不一。 热门 ...

Group 1 - The rare earth index experienced a significant decline of 7.25% during intraday trading [1] - Among the constituent stocks, Huahong Technology hit the daily limit down, while Shenghe Resources fell over 7% [1] - Other notable declines included Zhongjin Rare Earth dropping over 6%, and Xiamen Tungsten and Northern Rare Earth both decreasing by more than 5% [1]

Group 1 - The company expects to achieve a positive net profit for the fiscal year 2025, indicating a turnaround from previous losses [2][3] - The performance forecast period is from January 1, 2025, to December 31, 2025 [1] - The company has communicated with its accounting firm regarding the performance forecast, and there are no discrepancies between the company and the accounting firm [2] Group 2 - The significant improvement in overall performance is attributed to multiple factors, including support from national industrial policies and an improved supply-demand balance, leading to a rise in domestic rare earth product prices [3] - The company has effectively utilized its advantages in resource efficiency, cost control, and production processes to respond quickly to market changes, resulting in stable development and benefit release in the rare earth resource utilization sector [3] - The strategic layout in the rare earth permanent magnet materials industry has made solid progress, extending into high-value-added downstream sectors, driven by strong demand from end markets such as new energy vehicles, energy-saving appliances, and intelligent manufacturing [3]

证券日报网讯 1月29日，华宏科技发布公告称，公司预计2025年度归属于上市公司股东的净利润为 19000万元至26000万元。 （文章来源：证券日报） ...

Core Viewpoint - The company, Huahong Technology, expects to achieve a net profit attributable to shareholders of 190 million to 260 million yuan in 2025, marking a significant turnaround from losses in the previous year [1] Group 1: Financial Performance - The company anticipates a net profit of 160 million to 230 million yuan after deducting non-recurring gains and losses, indicating a return to profitability compared to the previous year [1] - The overall performance is expected to show significant growth compared to the same period last year, driven by multiple factors including national industrial policy support and improved supply-demand dynamics [1] Group 2: Market and Industry Dynamics - Domestic prices of major rare earth products have been continuously rising, influenced by favorable market conditions [1] - The company is leveraging its advantages in resource efficiency, cost control, and production processes to respond quickly to market changes, leading to stable development and benefit release in the comprehensive utilization of rare earth resources [1] Group 3: Strategic Developments - The strategic layout in the rare earth permanent magnet materials industry has made solid progress, successfully extending into high value-added downstream sectors [1] - Strong demand from end markets such as new energy vehicles, energy-saving home appliances, and intelligent manufacturing has driven rapid growth in this business segment, optimizing the company's product and revenue structure and contributing significantly to overall performance [1]

Market Overview - The environmental equipment sector experienced a decline of 1.59% on January 29, with Meiyetech leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable gainers in the environmental equipment sector included: - Yutong Bus (600817) with a closing price of 12.63, up 7.40% [1] - Huahong Technology (002645) with a closing price of 17.30, up 4.28% [1] - Yanpai Co., Ltd. (301081) with a closing price of 11.81, up 2.70% [1] - Major decliners included: - Meiyetech (688376) with a closing price of 67.16, down 9.24% [2] - Xianhe Environmental (300137) with a closing price of 10.38, down 4.42% [2] - Qinda Environmental (688501) with a closing price of 27.00, down 3.88% [2] Capital Flow - The environmental equipment sector saw a net outflow of 114 million yuan from institutional investors, while retail investors experienced a net inflow of 60.96 million yuan [2] - Specific stock capital flows included: - Huahong Technology (002645) had a net inflow of 69.43 million yuan from institutional investors [3] - Xianhe Environmental (300137) had a net inflow of 20.90 million yuan from institutional investors [3] - Meiyetech (688376) had a significant net outflow of 36.3 million yuan from institutional investors [3]

南财智讯1月29日电，华宏科技发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 19000万元—26000万元，预计同比扭亏；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16000万元—23000万元。2025年，公司成功实现年度经营业绩扭亏为盈，整体效益较上年同期呈 现显著增长。受国家产业政策支持与供需格局改善等多重因素驱动，国内主要稀土产品价格持续回升。 面对市场机遇，公司积极发挥自身在资源高效利用、成本控制及生产工艺等方面的综合优势，快速响应 市场变化，实现了稀土资源综合利用板块的稳健发展与效益释放。公司战略性布局的稀土永磁材料产业 取得扎实进展，成功延伸至稀土下游高附加值领域。依托新能源汽车、节能家电、智能制造等终端市场 对高性能材料的强劲需求，该板块业务实现快速增长。这不仅优化了公司的产品与收入结构，也为整体 业绩贡献了重要的新增量。 ...

证券代码：002645 证券简称：华宏科技 公告编号：2026-001 江苏华宏科技股份有限公司 2025 年度业绩预告 | 项 目 | | 本报告期 | | 上年同期 | | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | 19,000 | ～ | 26,000 | -35,555.61 | | 扣除非经常性损益后的净利润 | 16,000 | ～ | 23,000 | -45,159.67 | | 基本每股收益（元/股） | 0.32 | ～ | 0.44 | -0.62 | 二、与会计师事务所沟通情况 本次业绩预告未经过注册会计师审计。公司就业绩预告有关事项与会计师事务所进 行了预沟通，公司与会计师事务所在业绩预告方面不存在分歧。 三、业绩变动原因说明 2025 年，公司成功实现年度经营业绩扭亏为盈，整体效益较上年同期呈现显著增长。 受国家产业政策支持与供需格局改善等多重因素驱动，国内主要稀土产品价格持续回升。 面对市场机遇，公司积极发挥自身在资源高效利用、成本控制及生产工艺等方面的综合 优势，快速响应市场变化，实现了稀土资源综合利用板块的稳健发展与效益释 ...

Core Insights - The environmental equipment sector experienced a rise of 1.42% on January 22, with Chuangyuan Technology leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] Environmental Equipment Sector Performance - Chuangyuan Technology (000551) closed at 16.00, up 4.99%, with a trading volume of 616,300 shares and a transaction value of 9.67 billion [1] - ST Jieneng (000820) closed at 4.04, up 4.94%, with a trading volume of 122,900 shares and a transaction value of 49.26 million [1] - Huahong Technology (002645) closed at 16.70, up 3.86%, with a trading volume of 340,500 shares and a transaction value of 560 million [1] - Longjing Environmental Protection (600388) closed at 16.30, up 3.23%, with a trading volume of 127,810 shares and a transaction value of 450 million [1] - Other notable performers include Falsheng (000890) up 3.02% and Yingfeng Environment (000967) up 3.00% [1] Capital Flow Analysis - The environmental equipment sector saw a net outflow of 46.71 million from institutional investors and 29.86 million from retail investors, while retail investors had a net inflow of 76.57 million [2] - Chuangyuan Technology had a net inflow of 86.73 million from institutional investors, while retail investors experienced a net outflow of 66.68 million [3] - Huahong Technology had a net inflow of 35.59 million from institutional investors, with a net outflow of 3.40 million from retail investors [3]