| | | 1月20日A股投资避雷针 | | --- | --- | --- | | 类别 | 公司 | 主要内容 | | 股东减持 | 江龙船艇 | 董事贺文军拟减持不超过0.6423%股份 | | | 长盈精密 | 控股股东拟减持不超过1%股份 | | | 美好医疗 | 实际控制人一致行动人拟合计减持不超过2.4997%股份 | | | 武汉天源 | 康佳集团、红塔创新拟合计减持不超过2%股份 | | | 华新环保 | 上海科惠拟减持不超过0.58%股份 | | | 顶点软件 | 爱派克拟减持不超0.87%股份 | | | 西部黄金 | 新疆有色拟减持不超过911.00万股公司股份 | | | 杭可科技 | 曹政及其一致行动人拟减持不超过257.96万股公司股份 | | | 瑞晨环保 | 巨晨樊融累计减持1.75%股份 | | | 北京人力 | 股东天津融衡减持1698.11万股公司股份 | | | 壹网壹创 | 张帆累计减持0.9789%股份 | | | 上海合晶 | 兴港融创合计减持665.46万股公司股份 | | | 中复神鹰 | 鹰游集团累计减持1%公司股份 | | 其他 | 天箭科技 | 公司股 ...

Key Points - Yidian Tianxia's stock will resume trading on January 20, 2026, after a suspension for price volatility investigation, confirming no significant changes in its business operations [1] - Trina Solar expects a net loss of 6.5 billion to 7.5 billion yuan for 2025 due to supply-demand imbalance and rising raw material costs, despite a slight recovery in product prices [1] - Tianjian Technology anticipates a net loss of 176 million to 250 million yuan for 2025, which may trigger delisting risk warnings [2] - Jiangxi Copper plans to register and issue debt financing tools not exceeding 25 billion yuan, including medium-term notes and short-term financing bonds [2] - Shuijingfang forecasts a 71% decline in net profit for 2025, attributed to a deep adjustment phase in the liquor industry and high inventory levels [3] - Hualing Cable terminated its acquisition of Hunan Xingxin Aerospace due to failure to reach agreement on specific terms, with no adverse impact on its operations [3] - Jianghuai Microelectronics will change its controlling shareholder to Shanghai State-owned Assets Supervision and Administration Commission, with stock resuming trading on January 20, 2026 [4][5] - Dingtong Technology expects a 120% increase in net profit for 2025, while other companies like Mingtai Aluminum and Anfu Technology also project significant profit growth [6] - Several companies, including Shanghai Petrochemical and Sanfangxiang, anticipate substantial net losses for 2025, indicating ongoing challenges in their respective sectors [10]

Company Announcements - Yidian Tianxia has completed its suspension review and will resume trading from tomorrow [2] - Hualing Cable has terminated the acquisition of control over Xingxin Aerospace due to failure to reach agreement on specific terms, which will not adversely affect its operations or financial status [2] - Tianjian Technology expects a net loss attributable to shareholders of 176 million to 250 million yuan for 2025, potentially facing delisting risk warnings [3] - Shuijingfang anticipates a 71% year-on-year decline in net profit for 2025, with Q4 performance significantly below expectations [4] Investments & Contracts - Nanshan Aluminum plans to invest 437 million USD in Indonesia to establish a 250,000-ton annual electrolytic aluminum project [8] - Donghua Software intends to invest 300 million yuan to establish a wholly-owned subsidiary focused on AI and big data [8] Shareholder Changes - Jianghuai Microelectronics will have its actual controller changed to the Shanghai State-owned Assets Supervision and Administration Commission, with stock resuming trading [9] Performance & Earnings - Hunan Yuneng expects a year-on-year net profit increase of 94% to 136% for 2025, driven by a rebound in lithium carbonate prices [10] - China Great Wall anticipates a net loss of 35 million to 70 million yuan for 2025, although it expects significant improvement compared to the previous year [10] - Dinglong Co. expects a year-on-year net profit increase of 34.44% to 40.20% for 2025 [10] Project Bids - Pingzhi Information is expected to win a smart computing service project worth approximately 489 million yuan [11] Financing & Capital Increase - Jiangxi Copper plans to register and issue debt financing instruments not exceeding 25 billion yuan [11]

Company Announcements - Yidian Tianxia's stock will resume trading on January 20, 2026, after a suspension due to a significant price increase of over 100% during the previous trading days [2] - Hualing Cable has terminated its acquisition of Hunan Xingxin Aerospace, stating that the decision was mutual and will not adversely affect its operations or financial status [3] - Tianjian Technology expects a net loss of 176 million to 250 million yuan for 2025, which may lead to a delisting risk warning [4] - Shuijingfang anticipates a 71% decline in net profit for 2025, with Q4 performance significantly below expectations [5] Investment & Contracts - Nanshan Aluminum plans to invest approximately 4.37 billion USD to establish a 250,000-ton electrolytic aluminum project in Indonesia [13] Shareholding Changes - Jianghuai Microelectronics will have its actual controller changed to the Shanghai State-owned Assets Supervision and Administration Commission, with stock resuming trading on January 20, 2026 [16] Performance & Earnings - Hunan YN expects a net profit increase of 94% to 136% for 2025, driven by rising demand in the lithium battery sector [23] - China Great Wall anticipates a net loss of 35 million to 70 million yuan for 2025, although it expects to significantly reduce its losses compared to the previous year [24] - Dinglong Co. forecasts a net profit increase of 34.44% to 40.20% for 2025, supported by strong growth in semiconductor and display materials [26] Project Bids - Pingzhi Information is a candidate for a smart computing service project worth approximately 489 million yuan [41] Financing & Capital Increase - Jiangxi Copper plans to register and issue debt financing instruments not exceeding 250 billion yuan [44]

Core Viewpoint - Tianjian Technology (002977) expects a significant loss in net profit for the fiscal year 2025, projecting a loss between 176 million to 250 million yuan, representing a decline of 1196.06% to 1657.73% compared to the previous year [1] Group 1: Financial Performance - The company anticipates a net profit loss of 176 million to 250 million yuan for 2025, with a similar decline in non-recurring net profit [1] - The primary reason for the decline in revenue and net profit is the adjustment of the price difference between provisional pricing and approved pricing for products [1] - The company has adjusted previously recognized revenue based on formal price review agreements, affecting three product models and resulting in an estimated revenue reduction of approximately 260 million yuan and a net profit impact of about -210 million yuan [2] Group 2: Business Strategy and Outlook - Despite the expected losses in 2025, the company's core business has not undergone significant changes [2] - In 2026, the company plans to focus on the development and mass production of new models and products while accelerating the research and validation of new technologies to strengthen its core business advantages [2] - The company aims to implement strategic planning and management to promote steady business growth [2] Group 3: Risk Warning - Tianjian Technology has issued a warning regarding the potential for its stock to be subject to delisting risk based on Shenzhen Stock Exchange regulations, indicating that it may face specific conditions that could lead to such a warning [3]

Major Events - Hualing Cable announced the termination of the acquisition of control over Xingxin Aerospace due to failure to reach consensus on specific agreement terms, stating that this decision will not adversely affect its operations or financial status [1] - Xianglu Tungsten Industry expects a net profit of 125 million to 180 million yuan for 2025, driven by continuous price increases in tungsten raw materials and improved market conditions [1] Company Announcements - Zhongwei Semiconductor is set to launch its first non-volatile memory chip, a low-power SPI NOR Flash with a capacity of 4M bits, filling a product gap in the Flash sector [2] - Nanshan Aluminum plans to invest approximately 437 million USD in a 250,000-ton electrolytic aluminum project in Indonesia [4] - Xinfengming intends to acquire a 35% stake in Dushan Port Development to enhance its supply chain capabilities [5] - Jiangxi Copper signed a cooperation framework agreement with China Ordnance Material Group for the purchase and sale of copper and nickel products [6] Performance Forecasts - Wan Tong Development expects a net loss of 500 million to 750 million yuan for 2025, attributed to strategic shifts and increased impairment losses [12] - Hunan YN anticipates a net profit of 1.15 billion to 1.4 billion yuan for 2025, driven by growth in lithium battery materials [13] - Tianjian Technology forecasts a net loss of 176 million to 250 million yuan for 2025, with potential delisting risk due to financial performance [14] - Leading companies like Guotou Securities and Xiangcai Securities project significant profit growth for 2025, with Guotou expecting 3.42 billion yuan, a 35.18% increase [27][28] Industry Trends - The tungsten market is experiencing improved supply-demand dynamics, benefiting companies like Xianglu Tungsten [1] - The photovoltaic industry continues to face challenges, with companies like Trina Solar projecting substantial losses due to market pressures [19] - The aluminum sector is seeing investment growth, particularly in overseas projects, as indicated by Nanshan Aluminum's plans [4] Stock Movements - Hualing Cable's stock will not be adversely affected by the termination of the acquisition [1] - Companies like Hunan YN and Guotou Securities are expected to see positive stock performance due to favorable profit forecasts [13][27]

根据《深圳证券交易所股票上市规则》第9.3.1条第一款第(一)项的规定，上市公司出现"最近一个会计 年度经审计的利润总额、净利润，扣非后净利润三者孰低为负值，且扣除后的营业收入低于3亿元"的情 形，深交所将对其股票交易实施退市风险警示。 北京商报讯(记者王蔓蕾)1月19日晚间，天箭科技（002977）披露公告称，公司股票交易可能被实施退 市风险警示。 公告显示，经公司财务部门初步测算(未经审计)，预计公司2025年度利润总额为亏损1.7亿元至2.42亿 元，归属净利润为亏损1.76亿元至2.5亿元，扣除非经常性损益后的净利润为亏损1.76亿元至2.5亿元，预 计营业收入为-1.41亿元至-2.01亿元，且扣除后的营业收入为-1.41亿元至-2.01亿元。 ...

Core Viewpoint - Tianjian Technology (002977.SZ) expects a net loss of approximately 249.81 million to 175.77 million yuan for 2025, primarily due to price adjustments between provisional and final pricing for its products [1] Group 1: Financial Performance - The company anticipates a revenue decline of approximately 200.52 million to 141.09 million yuan for the reporting period [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, is expected to decrease by about 250.10 million to 175.98 million yuan [1] - A price adjustment related to three product models will lead to a revenue reduction of approximately 260 million yuan and a net profit impact of about -210 million yuan [2] Group 2: Business Strategy - Despite the anticipated losses in 2025 due to price adjustments, the company's core business has not undergone significant changes [2] - In 2026, the company plans to focus on the development and mass production of new models and products while accelerating the research and validation of new technologies [2] - The company aims to enhance its core product competitiveness and improve overall value and sustainable development capabilities through strategic planning and operational management [2]

Core Viewpoint - Tianjian Technology (002977.SZ) expects a net loss of between 249.81 million yuan and 175.77 million yuan for 2025, primarily due to price adjustments between provisional and approved prices for its products [1][2] Group 1: Financial Performance - The company anticipates a revenue decline of approximately 200.52 million yuan to 141.09 million yuan for the reporting period [1] - Adjustments based on formal price review agreements for previously recognized revenue are expected to reduce revenue by about 260 million yuan and net profit attributable to shareholders by approximately 210 million yuan [2] Group 2: Business Operations - The main reason for the decline in revenue and net profit is the price difference adjustment between provisional pricing and approved pricing, which is a common practice in the industry [1] - The company plans to focus on new model development and mass production in 2026 while continuing to enhance its core product competitiveness and invest in new technology research and validation [2] Group 3: Strategic Planning - The company aims to strengthen its strategic planning and operational management to promote steady business growth and optimize talent and operational efficiency [2] - There will be an emphasis on improving investor communication to enhance overall company value and sustainable development capabilities [2]

天箭科技（维权）公告，经公司财务部门初步测算（未经审计），预计公司2025年度利润总额为亏损 17048.32万元至24229.28万元，归属于上市公司股东的净利润为亏损17577.20万元至24980.92万元，扣除 非经常性损益后的净利润为亏损17597.96万元至25010.44万元，预计营业收入为-14109.34万元 至-20052.37万元，且扣除后的营业收入为-14109.34万元至-20052.37万元。根据《深圳证券交易所股票 上市规则》，如公司2025年年度经审计的财务数据触及相关情形，公司股票交易将被实施退市风险警 示。 ...