2025年股价涨幅近430%的天际股份（SZ002759，股价45.15元，市值226.4亿元），在1月15日晚间发布 2025年度业绩预告：预计2025年归母净利润7000万~1.05亿元，上年同期亏损约13.61亿元；预计2025年 扣非净利润为6000万~9000万元，上年同期亏损约13.73亿元。 同时，天际股份子公司常熟新特化工有限公司（下称新特化工）的主要产品次磷酸钠的市场行情亦在 2025年第四季度好转——销售价格上升、毛利率提高，结束了该主要产品亏损的局面，对公司整体业绩 亦有重要贡献。 虽然新特化工2025年第四季度盈利能力有所恢复，但仍未完成2025 年业绩目标，根据新特化工的业绩 承诺及收购协议，新特化工原股东应补偿上市公司相应差额，补偿金额计入非经常性损益。同时，公司 从谨慎性原则出发，经初步测试需计提部分商誉减值。 据Wind金融终端，"六氟磷酸锂指数"在2025年4月上旬见底后，开启了一波大行情。2025年4月9日至11 月17日，该指数在7个月时间内累计上涨167.2%。 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股东 的 ...

证券日报网讯 1月15日，天际股份发布公告称，公司预计2025年归属于上市公司股东的净利润盈利7， 000万元至10，500万元，上年同期亏损136，088.46万元。 （文章来源：证券日报） ...

Group 1 - Huasheng Tiancheng's AI-related revenue currently accounts for a low proportion of overall revenue, indicating that it does not significantly impact the company's performance [2] - CICC's merger with Dongxing Securities and Xinda Securities is still undergoing audit work, which has not yet been completed [2] - Xinhua Department Store confirmed that there are no undisclosed major matters related to semiconductor asset injections, addressing market rumors [3] Group 2 - Zhong Rare Metals signed a strategic cooperation agreement with Xian Dao Group to enhance market share and industry influence in rare metals [4] - Zhongtian Rocket reported losses in its carbon/carbon thermal field materials business due to intensified competition in the photovoltaic industry [5] - Zhongyuan Nepe proposed to acquire 59% of Zhongyuan Jikean's equity for 143 million yuan, which will make it a wholly-owned subsidiary [5] Group 3 - Jiangxi Copper's subsidiary signed a cooperation agreement with First Quantum Minerals for exploration projects [6] - China Nuclear Power's Jiangsu Xuwei Nuclear Energy Heating Power Plant's first unit is set to pour its first concrete on January 16, 2026 [6] - ST Aowei's stock may be delisted if it continues to trade below par value [6] Group 4 - Triangle Tire plans to invest 3.219 billion yuan in a new high-performance tire project in Cambodia, expected to generate annual revenue of 2.585 billion yuan [7] - Baoxin Technology intends to publicly sell part of its subsidiary's assets, with a valuation of 50.2334 million yuan [7] - Nong Shang Environment's computing infrastructure project has not progressed as planned due to funding issues [8] Group 5 - Golden Dragon Fish plans to transfer stakes in two subsidiaries to Mars China for a total of 60 million USD, which is expected to impact its 2026 earnings significantly [8] - Jin Dao Technology intends to issue convertible bonds to raise up to 306 million yuan for various projects [8] - Aerospace Information expects a net loss of 700 million to 980 million yuan for 2025 due to industry changes [10] Group 6 - Tianji Co. forecasts a net profit of 70 million to 105 million yuan for 2025, recovering from a previous loss [10] - Muyuan Foods anticipates a net profit decrease of 12.2% to 17.79% for 2025 [11] - SAIC Group expects a net profit increase of 438% to 558% for 2025, driven by sales growth [12] Group 7 - Haolaike expects a significant drop in net profit for 2025, projecting a decrease of 75.16% to 83.23% [13] - Hainan Development anticipates a net loss of 440 million to 565 million yuan for 2025 [13] - Shuangliang Energy expects to report a loss for 2025 [14] Group 8 - Aijian Group also anticipates a loss for 2025 [14] - Meijin Energy forecasts a net loss of 850 million to 1.25 billion yuan for 2025 [14] - Kunlun Wanwei expects to report a loss for 2025 [14] Group 9 - Xue Rong Biological expects a net profit of 29 million to 40 million yuan for 2025, recovering from a previous loss [15] - Xin Nuo Wei anticipates a net loss of 170 million to 255 million yuan for 2025 due to increased R&D expenses [15] - Shengnuo Biological expects a net profit increase of 204.42% to 280.53% for 2025 [16] Group 10 - Longyuan Construction forecasts a net loss of 1 billion to 1.5 billion yuan for 2025 [17] - Kosen Technology expects a net loss of 245 million to 330 million yuan for 2025 [17] - Daqian Ecology anticipates a net loss of 100 million to 120 million yuan for 2025 [17] Group 11 - Lianfa Co. expects a net profit increase of 38.92% to 58.77% for 2025 [18] - Chongqing Steel anticipates a net loss of 2.5 billion to 2.8 billion yuan for 2025, but expects to reduce losses compared to the previous year [18] - Tongxing Technology forecasts a net profit increase of 74.2% to 125.44% for 2025 [19] Group 12 - Siyuan Electric expects a net profit of 3.163 billion yuan for 2025, a 54.35% increase year-on-year [19] - Luoyang Molybdenum expects a net profit increase of 47.8% to 53.71% for 2025 [20] - Nawei Technology anticipates a net profit increase of 54.51% to 75.03% for 2025 [20] Group 13 - Jingjia Micro expects a net loss of 120 million to 180 million yuan for 2025 [21] - Southwest Securities forecasts a net profit increase of 47% to 57% for 2025 [22] - Wankai New Materials expects a net profit of 156 million to 203 million yuan for 2025, recovering from a previous loss [22] Group 14 - Yilian Network anticipates a slight decrease in net profit for 2025, projecting a decline of 0% to 4% [23] - Baofeng Energy expects a net profit increase of 73.57% to 89.34% for 2025 [23] - Sanmei Co. forecasts a net profit increase of 155.66% to 176.11% for 2025 [23] Group 15 - Zhenyu Technology expects a net profit increase of 96.89% to 116.58% for 2025 [24] - Fute Technology anticipates a net profit increase of 121.98% to 164.26% for 2025 [24] - Guoli Electronics expects a net profit increase of 124.89% to 164.57% for 2025 [24] Group 16 - Shenyu Co. expects a slight decrease in net profit for 2025, projecting a decline of 0.05% to 11.37% [25] - Rongchang Biological plans to increase its share repurchase price limit to 116 yuan per share [26] - Defu Technology plans to repurchase shares for 75 million to 150 million yuan [26] Group 17 - ST Chengchang's stock will resume trading on January 16 after completing a trading fluctuation investigation [27] - Zhi Te New Materials will also resume trading on January 16 after confirming no major changes in business operations [27] - Lio Co. will suspend trading starting January 16 for stock fluctuation investigation [27]

Core Viewpoint - The Shenzhen Stock Exchange issued a regulatory letter to Tianji Co., highlighting multiple violations by the company and its executives, including improper goodwill impairment testing and inadequate salary provisions for employees [1]. Group 1: Regulatory Violations - The company failed to conduct proper goodwill impairment testing for its subsidiaries, Jiangsu Xintai Material Technology Co., Ltd. for the fiscal year 2023 and Changshu Yuxiang Trading Co., Ltd. for the fiscal year 2024 [1]. - Tianji Co. and its subsidiary, Changshu Xinte Chemical Co., Ltd., did not appropriately accrue salaries for sales and management personnel from September 2023 to December 2024 [1]. - The company provided financial assistance to non-related parties from September 2023 to August 2025 without following the required review procedures and disclosure obligations [1].

格隆汇1月15日丨天际股份(002759.SZ)公布，预计2025年归属于上市公司股东的净利润7,000万元– 10,500万元，同比扭亏为盈，扣除非经常性损益后的净利润6,000万元–9,000万元，同比扭亏为盈。由于 新能源汽车市场和储能市场需求快速增长，公司主要产品六氟磷酸锂在2025年第四季度销售价格上涨， 公司盈利能力恢复，第四季度实现利润并一举弥补前三季度亏损，实现全年扭亏为盈。同时公司秉持契 约精神，依约执行部分长协低价订单，一定程度上影响了公司盈利水平。公司子公司常熟新特化工有限 公司（以下简称"新特化工"）的主要产品次磷酸钠的市场行情亦在2025年第四季度好转，销售价格上 升，毛利率提高，结束了该主要产品亏损的局面，对公司整体业绩亦有重要贡献。虽然新特化工2025年 第四季度盈利能力有所恢复，但仍未完成2025年业绩目标，根据新特化工的业绩承诺及收购协议，新特 化工原股东应补偿公司相应差额，补偿金额计入非经常性损益。同时，公司从谨慎性原则出发，经初步 测试需计提部分商誉减值。 ...

Group 1 - Luxshare Precision plans to repurchase shares worth between 1 billion to 2 billion RMB, with a maximum repurchase price of 86.96 RMB per share, aimed at implementing employee stock ownership plans or equity incentives [1] - Hanyu Pharmaceutical signed a sales order for GLP-1 raw materials worth 180 million RMB, which accounts for 30.50% of its audited revenue for 2024, potentially positively impacting annual performance [2] - Longpan Technology expects to engage in procurement transactions with CATL worth no more than 7 billion RMB in 2026, as part of a continuous related transaction agreement [3] Group 2 - Hu Silicon Industry reported that the National Integrated Circuit Industry Investment Fund reduced its stake by 32.0113 million shares, representing 0.97% of the total share capital, decreasing its ownership from 16.96% to 15.99% [4] - ST Chengchang completed its stock suspension review after abnormal trading fluctuations, confirming no need for corrections or disclosures, and will resume trading on January 16, 2026 [5] - Luoyang Molybdenum plans to use up to 20 billion RMB of idle funds for wealth management and entrusted financial products, pending shareholder approval [6] Group 3 - Siyuan Electric reported a net profit of 3.163 billion RMB for 2025, a year-on-year increase of 54.35% [7] - Tianji Co. expects a net profit of 70 million to 105 million RMB for 2025, recovering from a loss of 1.361 billion RMB in the previous year [7] - Muyuan Foods anticipates a net profit of 14.7 billion to 15.7 billion RMB for 2025, a decrease of 12.20% to 17.79% compared to the previous year [7] Group 4 - Luoyang Molybdenum forecasts a net profit of 20 billion to 20.8 billion RMB for 2025, representing an increase of 47.80% to 53.71% year-on-year [8] - Kunlun Wanwei expects to report a loss for 2025 [8] - Dalong Real Estate's subsidiary won a 763 million RMB engineering project contract [11]

Core Viewpoint - Tianji Co., Ltd. (002759) expects a net profit attributable to shareholders of 70 million to 105 million yuan for the fiscal year 2025, a significant recovery from a loss of 1.361 billion yuan in the same period last year [1] Group 1: Financial Performance - The company anticipates a turnaround in profitability, achieving a profit in the fourth quarter of 2025, which offsets losses from the first three quarters of the year [1] - The sales price of lithium hexafluorophosphate, a key product, increased in the fourth quarter due to rapid growth in the electric vehicle and energy storage markets, contributing to the recovery in profitability [1] - The subsidiary, Changshu Xinte Chemical Co., Ltd., saw an improvement in the market conditions for sodium hypophosphite, with rising sales prices and increased gross margins, which positively impacted the overall performance of the company [1] Group 2: Challenges and Adjustments - Despite the recovery in profitability for Changshu Xinte Chemical in the fourth quarter, it has not met the performance targets set for 2025, leading to a compensation requirement from the original shareholders as per the acquisition agreement [1] - The company will need to recognize some goodwill impairment based on preliminary assessments [1]

(本文来自第一财经) 天际股份公告，预计2025年度归属于上市公司股东的净利润为7000万元-1.05亿元，上年同期亏损13.61 亿元。由于新能源汽车市场和储能市场需求快速增长，公司主要产品六氟磷酸锂在2025年第四季度销售 价格上涨，公司盈利能力恢复，第四季度实现利润并一举弥补前三季度亏损，实现全年扭亏为盈。同时 公司秉持契约精神，依约执行部分长协低价订单，一定程度上影响了公司盈利水平。公司子公司常熟新 特化工有限公司的主要产品次磷酸钠的市场行情亦在2025年第四季度好转，销售价格上升，毛利率提 高，结束了该主要产品亏损的局面，对公司整体业绩亦有重要贡献。 ...

《决定书》显示，经查，天际股份存在商誉减值测试不规范，财务核算不准确，信息披露不规范的违规 行为。《监管函》显示，经查，公司存在违规行为，一是2023年度对子公司江苏新泰材料科技有限公 司、2024年度对子公司常熟市誉翔贸易有限公司的商誉减值测试不规范。二是公司及子公司常熟新特化 工有限公司2023年9月至2024年12月未恰当计提销售人员及管理人员薪酬。三是公司2023年9月至2025年 8月向非关联方提供的财务资助未接规定履行相关审议程序和信息披露义务。 北京商报讯（记者 马换换 李佳雪）1月15日晚间，天际股份（002759）披露公告称，公司于近日收到广 东证监局出具的《关于对天际新能源科技股份有限公司采取责令改正措施并对吴锡盾、杨志轩、郑文龙 采取出具警示函措施的决定》（以下简称"《决定书》"）和深交所出具的《关于对天际新能源科技股份 有限公司、吴锡盾、杨志轩、郑文龙的监管函》（以下简称"《监管函》"）。 ...

每经AI快讯，1月15日，天际股份(002759.SZ)发布2025年度业绩预告，预计归属于上市公司股东的净利 润为7000万元~1.05亿元，上年同期亏损13.61亿元。由于新能源汽车市场和储能市场需求快速增长，公 司主要产品六氟磷酸锂在2025年第四季度销售价格上涨，公司盈利能力恢复，第四季度实现利润并一举 弥补前三季度亏损，实现全年扭亏为盈。同时公司秉持契约精神，依约执行部分长协低价订单，一定程 度上影响了公司盈利水平。公司子公司常熟新特化工有限公司的主要产品次磷酸钠的市场行情亦在2025 年第四季度好转，销售价格上升，毛利率提高，结束了该主要产品亏损的局面，对公司整体业绩亦有重 要贡献。 ...