证券日报网讯 1月29日，北摩高科发布公告称，公司预计2025年度归属于上市公司股东的净利润为19， 000万元至22，000万元，比上年同期上升1076.16%至1261.87%。 （文章来源：证券日报） ...

Group 1 - Meinian Health plans to participate in the restructuring of Zhejiang Bangjie Holdings, aiming to become the controlling shareholder after the completion of the restructuring [3] - Baiyin Nonferrous Metals reported that the revenue from gold and silver products accounted for a low proportion of total operating income, with gold sales contributing 18.67% and silver sales 4.54% in the first half of 2025 [4] - Tiens Wind Power decided to implement a long-term production suspension for six wholly-owned subsidiaries to optimize resource allocation and focus on core businesses [5] Group 2 - Tongling Nonferrous Metals indicated significant uncertainty in the price fluctuations of its main products, with a low self-sufficiency rate for copper concentrate posing supply stability risks [6] - *ST Aowei received a notice of termination of listing due to its market capitalization falling below 500 million yuan for twenty consecutive trading days [7] - Foton Motor expects a net profit increase of approximately 1551% year-on-year for 2025, driven by sales growth in new energy vehicles and overseas markets [9] Group 3 - Beimo High-tech anticipates a net profit increase of 1076.16% to 1261.87% for 2025, supported by cost control and reduced credit impairment losses [10] - Zhongke Sanhuan forecasts a net profit growth of 566.23% to 899.35% for 2025, attributed to technological innovation and improved operational efficiency [12] - Wancheng Group expects a net profit increase of 222.38% to 266.94% for 2025, driven by growth in its retail business and improved sales margins [13] Group 4 - Huayi Technology anticipates a net profit increase of 191.52% to 330.34% for 2025, benefiting from product optimization and cost reduction measures [14] - Nanmo Biology expects a net profit growth of 269.49% to 423.44% for 2025, supported by increased revenue in the biopharmaceutical sector and improved cost control [15] - Baiao Saitu forecasts a net profit increase of 384.26% to 443.88% for 2025, driven by expansion in overseas markets and recovery in the domestic biopharmaceutical industry [16] Group 5 - Hailanxin expects a net profit increase of 387.47% to 631.2% for 2025, supported by advancements in technology and increased market share in marine observation [17] - Panjiang Co. anticipates a net profit growth of 205.3% to 264.83% for 2025, driven by increased coal production and reduced costs [18] - Huaguang New Materials expects a net profit increase of 104.67% to 141.88% for 2025, with significant growth in the electronic sector [20] Group 6 - Guo Sheng Securities forecasts a net profit increase of 25.44% to 67.25% for 2025, supported by active capital market participation and growth in various business segments [25] - Shengyi Technology expects a net profit growth of 87% to 98% for 2025, driven by increased sales of copper-clad laminates [26] - Sifutian anticipates a net loss of 30 million to 45 million yuan for 2025, although this represents a significant reduction in losses compared to the previous year [27] Group 7 - Maanshan Steel expects a net loss of 1.9 billion to 2.5 billion yuan for 2025, with a substantial reduction in losses compared to the previous year [28] - Shennong Seed Industry forecasts a net profit of 90 million to 120 million yuan for 2025, marking a turnaround from previous losses [30] - Jifeng Co. anticipates a net profit of 410 million to 495 million yuan for 2025, achieving a turnaround from losses [31]

格隆汇1月29日丨北摩高科(002985.SZ)公告称，预计2025年净利润为1.9亿元-2.2亿元，同比增长 1076.16%-1261.87%。公司按要求完成产品交付，业务稳步增长；持续加强降本增效以及期间费用优化 控制工作，实现内部降本增效；信用减值损失较去年同期有所减少。 ...

每经AI快讯，北摩高科1月29日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润1.9亿元 ~2.2亿元，同比增长1076.16%~1261.87%；基本每股收益0.57元~0.66元。业绩变动主要原因是，公司按 要求完成产品交付，业务稳步增长；公司持续加强降本增效以及期间费用优化控制工作，实现内部降本 增效；公司持续落实业务风险控制，加大应收账款回款力度，信用减值损失较去年同期有所减少。 每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 （记者 王晓波） ...

南财智讯1月29日电，北摩高科发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 19000万元—22000万元，同比预增1076.16%—1261.87%；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17900万元—20900万元，同比预增2807.67%—3294.99%。业绩变动原因说 明：1、公司按要求完成产品交付，业务稳步增长；2、公司持续加强降本增效以及期间费用优化控制工 作，实现内部降本增效；3、公司持续落实业务风险控制，加大应收账款回款力度，信用减值损失较去 年同期有所减少。 ...

北摩高科1月29日公告，预计2025年度归母净利润1.9亿元–2.2亿元，同比上升1076.16%-1261.87%。业绩 变动的影响因素如下：公司按要求完成产品交付，业务稳步增长；公司持续加强降本增效以及期间费用 优化控制工作，实现内部降本增效；公司持续落实业务风险控制，加大应收账款回款力度，信用减值损 失较去年同期有所减少。 ...

证券代码：002985 证券简称：北摩高科 公告编号：2026-003 北京北摩高科摩擦材料股份有限公司 2025 年度业绩预告 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 （1）以区间数进行业绩预告的 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股 | 盈利：19,000万元–22,000万元 | 盈利：1,615.42万元 | | 东的净利润 | 比上年同期上升：1,076.16%-1,261.87% | | | 扣除非经常性损益 后的净利润 | 盈利：17,900万元–20,900万元 | 盈利：615.61万元 | | | 比上年同期上升：2,807.67%-3,294.99% | | | 基本每股收益 | 盈利：0.57元/股–0.66元/股 | 盈利：0.05元/股 | 二、与会计师事务所沟通情况 本业绩预告未经会计师 ...

Investment Rating - The report maintains an "Overweight" rating for the defense and military industry, indicating a positive outlook for the sector compared to the overall market performance [5][26]. Core Insights - Recent geopolitical events and thematic catalysts have increased market interest in the military sector, with significant gains observed in commercial aerospace, large aircraft, and military trade segments. The industry is expected to continue its upward trajectory, supported by the implementation of the 14th Five-Year Plan and rising foreign trade expectations [5][6]. - The report highlights that the military industry is entering a new growth cycle, driven by modernization goals and increased defense spending as outlined in the recent policy meetings. The first half of 2026 is anticipated to see continued improvement in the industry's fundamentals, with a recovery in orders and performance [5][6]. - The domestic industrial policy is facilitating the development of commercial aerospace, with leading companies accelerating their IPO processes. The report emphasizes the importance of domestic demand growth and technological advancements in driving investment opportunities within the military sector [5][6]. Market Performance - Last week, the Shenwan Defense and Military Index rose by 4.37%, while the CSI Military Leaders Index increased by 6.82%. In comparison, the Shanghai Composite Index rose by 0.84%, and the CSI 300 Index fell by 0.62% [6][12]. - The report notes that the defense and military sector's performance ranked 10th among 31 Shenwan primary industry indices, with the average increase of the CSI Civil-Military Integration Index at 3.73% [6][12]. Stock Performance - The top five performing stocks in the defense and military sector last week were: - Aero Engine Corporation of China (40.45%) - Aerospace Electronics (22.6%) - Triangle Defense (21.24%) - Beimo High-Tech (20.46%) - Aero Engine Control (18.36%) [12][21] - Conversely, the bottom five performing stocks were: - *ST Aowei (-22.34%) - Shenjian Co. (-15.12%) - Aerospace Power (-12.68%) - Haige Communication (-9.23%) - Saiwei Electronics (-9.08%) [12][21]. Valuation Changes - The current PE-TTM for the Shenwan military sector is 103.17, placing it in the upper range historically, with a valuation percentile of 78.49% since January 2014 and 99.82% since January 2019. The aerospace and aviation equipment sectors are noted to be at relatively high valuation levels since 2020 [13][18].

Investment Rating - The report maintains an "Overweight" rating for the low-altitude economy sector [3]. Core Insights - The low-altitude economy index increased by 3.70% this week, with a relative increase of 4.32%, and the average daily trading volume was 365.3 billion yuan, indicating a decrease in trading volume compared to the previous week [3][11]. - The top five performing stocks this week were Beimo Gaoke, Xinwei Communication, Hangfa Power, Chaojie Co., and Baowu Magnesium, while the bottom five were Haige Communication, Shenglu Communication, Xiaopeng Motors-W, Lais Information, and Guangqi Technology [4][16]. Industry Dynamics - Blue Sky Aviation launched the world's first 800V aviation range extender, which significantly enhances the eVTOL range to over 1000 kilometers [19]. - An eVTOL test flight and operation seminar was held in Chengdu, focusing on various aspects of the eVTOL industry, including compliance verification and pilot training [19]. - A successful fire rescue test using drones was conducted in Shenzhen, demonstrating the capability to deliver water from heights exceeding 300 meters [19]. - The RX1E-A received production certification, marking the beginning of mass production for this electric light sport aircraft [20]. Policy Dynamics - The Dongguan Transportation Bureau is seeking public opinion on a draft for the development of low-altitude economic transportation infrastructure, proposing a comprehensive infrastructure system [21]. - The Shanghai Municipal Government released interim measures for the safety management of civil unmanned aerial vehicles, which will take effect on February 1 [21][22]. Company Dynamics - Eve Air Mobility completed a $150 million five-year debt financing, increasing its total funding to $1.2 billion, aimed at eVTOL technology development and FAA certification, targeting commercialization by 2028 [23].

证券代码：002985 证券简称：北摩高科 公告编号：2026-002 北京北摩高科摩擦材料股份有限公司 关于以实物资产对子公司增资完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、关联交易的概述 住所：中国（河北）自由贸易试验区正定片区正定高新技术产业开发区赵普 大街 6 号(9#机加工车间) 经营范围：许可项目：民用航空器零部件设计和生产；航天设备制造；航天 器及运载火箭制造；特种设备制造。（依法须经批准的项目，经相关部门批准后 方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）一般项 目：汽车轮毂制造；热棒制造；锻件及粉末冶金制品制造；高铁设备、配件制造； 航标器材及相关装置制造；金属加工机械制造；通用零部件制造；齿轮及齿轮减、 变速箱制造；紧固件制造；特种设备出租。（依法须经批准的项目，经相关部门 批准后方可开展经营活动）。 赛尼航空董事长王飞女士（系实控人近亲属）为赛尼航空股东北京赛尼锐驰 技术咨询中心（有限合伙）（以下简称"赛尼锐驰"）的普通合伙人及执行事务合 伙人，持有赛尼锐驰 99%出资份额，李荣立先生为赛尼锐驰的有 ...