和胜股份公告，全资子公司广东和胜 新能源科技有限公司拟在宜宾三江新区投资8.5亿元建设宜宾和胜 新能源汽车高端部件二期项目，其中固定资产投资预计不低于6亿元，从签约之日起7年内完成。过渡厂 房拟租用成宜产业园6号标准厂房，租赁面积约1.88万平方米。自建厂房拟选址东部产业园，项目用地 约150亩。项目主要内容为建设汽车高端部件生产线，包括电池 结构件、电芯结构件及 车身结构件等。 项目建设周期为过渡厂房自接收厂房后8个月实现投产运营，自建厂房自摘地之日起3年内完成整宗地块 厂房建设。 ...

（文章来源：证券日报） 证券日报网讯 2月2日，和胜股份在互动平台回答投资者提问时表示，公司《2025年年度业绩预增公 告》（公告编号：2026-002）已于2026年1月30日披露。 ...

证券日报网讯1月29日，和胜股份（002824）发布公告称，公司预计2025年年度归属于上市公司股东的 净利润为13200万元至17700万元，比上年同期增长64.05%至119.97%。 ...

Group 1 - The company expects a net profit attributable to shareholders of 132 million to 177 million yuan for 2025, representing a year-on-year growth of 64.05% to 119.97% [1] - The basic earnings per share are projected to be between 0.46 yuan and 0.61 yuan [1] - The significant profit increase is attributed to the company's focus on strategic development and operational management, enhancing market expansion, and increasing investment in new technologies, processes, and materials [1] Group 2 - The company has successfully increased the production and sales of products such as components for new energy vehicles and electronic consumer goods [1] - Continuous optimization of operational management has led to further release of synergies, resulting in a notable improvement in overall profit levels [1]

Core Viewpoint - The company expects a significant increase in net profit for 2025, projecting a range of 132 million to 177 million yuan, representing a year-on-year growth of 64.05% to 119.97% [1] Financial Projections - The projected net profit attributable to shareholders for 2025 is estimated to be between 132 million yuan and 177 million yuan, with a year-on-year increase of 64.05% to 119.97% [1] - The expected net profit after deducting non-recurring gains and losses is forecasted to be between 120 million yuan and 165 million yuan, indicating a year-on-year growth of 67.76% to 130.67% [1] Operational Strategy - The company has focused on its development strategy and operational management goals, enhancing market expansion and continuously acquiring high-quality domestic and international clients [1] - There has been an increase in investment in research and development of new technologies, processes, and materials, which has contributed to the growth in production and sales of products such as components for new energy vehicles and electronic consumer goods [1] - The company has optimized its operational management, leading to further release of synergies and a significant improvement in overall profit levels [1]

Core Viewpoint - The company expects a net profit of 132 million to 177 million yuan for the year 2025, representing a growth of 64.05% to 119.97% compared to the previous year [1] Group 1: Financial Performance - The projected net profit for 2025 is between 132 million and 177 million yuan [1] - This represents a significant increase of 64.05% to 119.97% year-on-year [1] Group 2: Operational Strategy - The company is focusing on its development strategy and operational management goals [1] - It is actively expanding its market presence and continuously seeking high-quality domestic and international clients [1] - There is an increased investment in research and development of new technologies, processes, and materials [1] Group 3: Product Growth - The company has achieved growth in the production and sales of products such as components for electric vehicles and electronic consumer goods [1] Group 4: Management Optimization - The company is continuously optimizing its operational management, leading to further release of synergies [1] - Overall profit levels of the company have significantly improved [1]

证券代码：002824 证券简称：和胜股份 公告编号：2026-002 广东和胜工业铝材股份有限公司 2025 年年度业绩预增公告 本公司及董事会全体成员保证本公告的内容真实、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-2025 年 12 月 31 日 2、预计的业绩：□亏损 □扭亏为盈 √同向上升 □同向下降 | 项目 | 年 2025 1 | 月 | 1 日-2025 | 年 12 | 月 | 日 31 | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | 比上年同期增长：64.05%—119.97% | | | | | | 盈利：8,046.56 | 万元 | | | 盈利：13,200 | | 万元—17,700 | | 万元 | | | | | 归属于上市公司股 东的扣除非经常性 | 比上年同期增长：67.76 %—130.67% | | | | | | 盈利：7,153.12 | 万元 | | 损益的净利 ...

Group 1 - The industrial metal sector saw a slight increase of 0.01% on January 27, with silver leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up by 0.18%, while the Shenzhen Component Index closed at 14329.91, up by 0.09% [1] - Notable gainers in the industrial metal sector included Silver Holdings, which rose by 9.99% to a closing price of 12.55, and Yuguang Gold & Lead, which increased by 9.98% to 20.49 [1] Group 2 - The industrial metal sector experienced a net outflow of 6.521 billion yuan from major funds, while retail investors contributed a net inflow of 6.339 billion yuan [2] - The top losers included Guocheng Mining, which fell by 8.20% to 29.68, and Zhongse Co., which decreased by 6.51% to 8.18 [2] - The trading volume for Guocheng Mining was 464,500 shares, with a transaction value of 1.382 billion yuan [2] Group 3 - Major net inflows were observed in Huafeng Aluminum with 70.51 million yuan, while retail investors showed a significant outflow of 65.41 million yuan [3] - The net inflow for Yongjie New Materials was 46.07 million yuan from major funds, but retail investors had a net outflow of 66.60 million yuan [3] - The overall trend indicates a mixed sentiment among different investor types within the industrial metal sector [3]

Core Viewpoint - The report from Zhonghang Securities indicates a strong recovery in the sales of new energy vehicles (NEVs) in nine European countries, projecting sales of 2.885 million units in 2025, a year-on-year increase of 32.6%, with a penetration rate of 29.0%, up by 6.7 percentage points [1][2]. Summary by Sections Overall Market Outlook - In 2025, NEV sales in nine European countries are expected to reach 2.885 million units, representing a 32.6% increase year-on-year, with a penetration rate of 29.0%, up 6.7 percentage points [2]. - The sales of Battery Electric Vehicles (BEVs) are projected at 1.892 million units, a year-on-year increase of 30.6%, while Plug-in Hybrid Electric Vehicles (PHEVs) are expected to reach 992,000 units, up 36.6% year-on-year [2]. Country-Specific Insights - **Germany**: The BEV sales are projected at 545,000 units, a 43.2% increase year-on-year, and PHEV sales at 311,000 units, up 62.3%. Germany will restart EV subsidies in January 2026, including Chinese brands [2][3]. - **United Kingdom**: BEV sales are expected to be 473,000 units, a 23.9% increase, and PHEV sales at 225,000 units, up 34.7%. EV subsidies will resume from July 2025 [2][3]. - **France**: BEV sales are projected at 326,000 units, a 12.1% increase, with December sales reaching 42,000 units, up 37.7%. Subsidies will continue into 2026 with increased standards [3]. - **Italy**: BEV sales are expected to be 95,000 units, a 44.2% increase, and PHEV sales at 99,000 units, up 89.4%. EV subsidies will be effective from October 22, 2025 [3]. - **Spain**: BEV sales are projected at 102,000 units, a 77.2% increase, and PHEV sales at 124,000 units, up 111.7%. The MOVES III subsidy plan will drive sales [3]. Investment Recommendations - The report suggests that the EU's proposal to adjust the 2035 emission reduction targets will not hinder the long-term trend of electrification in Europe. Instead, it will promote sales of small electric vehicles [4]. - Investment recommendations include: - **Lithium Batteries**: Recommended companies include CATL, Yiwei Lithium Energy, and Xinwangda [4]. - **Lithium Materials**: Recommended companies include Hunan Youneng and Tianci Materials [4]. - **Lithium Battery Structural Components**: Recommended companies include Minglida and Minth Group [4]. - **Power/Drive Systems**: Recommended companies include Weimaisi and Fute Technology [4]. - **Automotive Safety Components**: Beneficiary companies include Zhongrong Electric and Zhejiang Rongtai [4]. - **Charging Stations and Modules**: Recommended companies include Youyou Green Energy and Tonghe Technology [4].

Market Overview - On January 16, the industrial metals sector declined by 0.69%, with Tibet Summit leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Top Gainers in Industrial Metals - He Sheng Co., Ltd. (002824) closed at 20.26, up 6.69% with a trading volume of 168,900 shares and a transaction value of 336 million yuan [1] - Yian Technology (300328) closed at 18.27, up 6.16% with a trading volume of 683,300 shares and a transaction value of 1.23 billion yuan [1] - Haixing Co., Ltd. (603115) closed at 22.04, up 5.40% with a trading volume of 102,000 shares and a transaction value of 223 million yuan [1] Top Losers in Industrial Metals - Tibet Summit (600338) closed at 18.07, down 5.98% with a trading volume of 1,148,400 shares and a transaction value of 2.14 billion yuan [2] - Xinweiling (920634) closed at 27.39, down 5.06% with a trading volume of 55,400 shares and a transaction value of 159 million yuan [2] - Luoping Zinc & Electricity (002114) closed at 9.73, down 4.14% with a trading volume of 938,100 shares and a transaction value of 974 million yuan [2] Capital Flow Analysis - The industrial metals sector experienced a net outflow of 4.936 billion yuan from institutional investors, while retail investors saw a net inflow of 3.93 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Yian Technology (300328) had a net inflow of 11.4 million yuan from institutional investors, but a net outflow of 80.03 million yuan from retail investors [3] - Chuanjiang New Materials (002171) saw a net inflow of 87.82 million yuan from institutional investors, while retail investors had a net outflow of 107 million yuan [3] - Huayu Mining (601020) experienced a net inflow of 40.5 million yuan from institutional investors, with a net outflow of 83.86 million yuan from retail investors [3]