格隆汇1月30日丨海新能科(300072.SZ)在投资者互动平台表示，公司主营业务涵盖生物能源与催化净化 环保材料两大领域，其中生物能源板块作为核心发展方向，专注于以废弃油脂为原料的高值化利用，主 要产品为烃基生物柴油（HVO）及生物航煤（SAF）。公司SAF产品已于2025年10月开始规模化稳定生 产与销售。 ...

Group 1 - Heng Rui Medicine's HRS-5346 tablets have been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration, with a total R&D investment of approximately 76.3 million yuan [30][30] - Yuguang Jin Lead announced a significant short-term stock price increase of 45.01% over five consecutive trading days, raising concerns about the uncertainty of future silver prices [31] - Dongcai Technology's actual controller and vice chairman has been detained and investigated, but the company states that this will not significantly impact its normal operations [32] Group 2 - Aisen Co. plans to invest 2 billion yuan to establish an integrated circuit materials manufacturing base in East China, with the first phase expected to be operational by 2028 [33] - Jingpin Special Equipment has been banned from participating in procurement activities for the armed police force for three years, which will have a limited impact on its overall revenue [34] - Nanhua Futures' overseas subsidiary has obtained membership approval for the Nodal Exchange, allowing it to trade and clear related products [35] Group 3 - Zhong Rare Earth expects a net profit of 100 million to 130 million yuan in 2025, reversing a loss of 299 million yuan in the previous year due to market recovery and operational improvements [38] - Deep South Circuit anticipates a net profit increase of 68% to 78% in 2025, driven by growth in AI computing power and storage market demand [39] - Hai Xin Energy Science and Technology expects a net loss of 450 million to 640 million yuan in 2025, although this is an improvement from a loss of 954 million yuan the previous year [40] Group 4 - Nanya New Materials forecasts a net profit increase of 337% to 417% in 2025, attributed to the recovery in the copper-clad laminate industry [41] - CanSino Biologics expects a net profit of 24.5 million to 29 million yuan in 2025, driven by the growth of its quadrivalent meningococcal vaccine [42] - Zhiguang Electric anticipates a net profit of 110 million to 160 million yuan in 2025, reversing a loss of 326 million yuan due to rapid growth in its energy storage business [43] Group 5 - Dongfang Securities expects a net profit increase of 67.8% in 2025, supported by growth in its core investment banking and wealth management businesses [44] - King Long Motors forecasts a net profit of approximately 463.26 million yuan in 2025, reflecting a 193.68% increase due to steady growth in overseas markets [45] - Zhenray Technology expects a net profit increase of 529.64% to 642.26% in 2025, driven by demand in special integrated circuits and satellite communication markets [46] Group 6 - Yongding Co. anticipates a net profit of 200 million to 300 million yuan in 2025, representing an increase of 225.66% to 388.48% due to investment income from its joint ventures [47] - Xiamen Tungsten's preliminary report indicates a net profit of 2.311 billion yuan in 2025, a 35.08% increase driven by rising prices of tungsten and rare earth materials [48] - Guodun Quantum expects to achieve a net profit of around 5 million yuan in 2025, reversing a loss from the previous year due to growth in the quantum computing sector [49] Group 7 - Shijia Photon anticipates a net profit of approximately 342 million yuan in 2025, reflecting a growth of around 426% due to increased orders in optical chips and cables [50] - Ningbo Fubang expects a net profit of 50 million to 70 million yuan in 2025, with a significant increase of 3099.59% to 4379.43% driven by rising silver prices and non-recurring gains [51] - Huasheng Lithium Battery plans to adjust its share repurchase price limit from 32 yuan to 150 yuan per share, reflecting confidence in its future development [52]

Group 1 - Heng Rui Medicine's HRS-5346 tablet has been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration, with a total R&D investment of approximately 76.3 million yuan [2] - Yu Guang Jin Lead announced a significant stock price increase of 45.01% over five trading days, expressing uncertainty about the future price of silver [3] - Dongcai Technology's actual controller and vice chairman has been detained for investigation, but the company states that this will not significantly impact its normal operations [4] Group 2 - Aisen Co. plans to invest 2 billion yuan to establish an integrated circuit materials manufacturing base in East China, with the first phase expected to be operational by 2028 [5] - Jingpin Special Equipment has been banned from participating in procurement activities for three years, but the impact on overall operations is considered limited [6] - Nanhua Futures' overseas subsidiary has obtained membership at the Nodal Exchange, allowing it to trade and clear related products [7] Group 3 - Di'er Laser is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international strategy [8] - Zhong Rare Earth expects a net profit of 100 million to 130 million yuan in 2025, reversing a loss from the previous year due to market improvements [10] - Shen Nan Circuit anticipates a net profit increase of 68% to 78% in 2025, driven by demand in AI computing and smart automotive sectors [11] Group 4 - Hai Xin Energy Science and Technology expects a net loss of 450 million to 640 million yuan in 2025, although this is an improvement from the previous year's loss [12] - Nan Ya New Materials forecasts a net profit increase of 337% to 417% in 2025, attributed to a recovery in the copper-clad laminate industry [13] - CanSino expects a net profit of 24.5 million to 29 million yuan in 2025, driven by the growth of its quadrivalent meningococcal vaccine [14] Group 5 - Zhi Guang Electric anticipates a net profit of 110 million to 160 million yuan in 2025, reversing a previous loss due to growth in its energy storage business [15] - Dongfang Securities expects a net profit increase of 67.8% in 2025, benefiting from capital market opportunities [17] - Jinlong Automobile forecasts a net profit increase of 193.68% in 2025, supported by growth in overseas markets [18] Group 6 - Zhen Lei Technology expects a net profit increase of 529.64% to 642.26% in 2025, driven by demand in special integrated circuits [19] - Yong Ding Co. anticipates a net profit of 200 million to 300 million yuan in 2025, reflecting significant growth from investment income [20] - Xiamen Tungsten's preliminary report indicates a net profit of 2.311 billion yuan in 2025, a 35.08% increase year-on-year [21] Group 7 - Guo Dun Quantum expects a net profit of 5 million yuan in 2025, marking a return to profitability [22] - Shi Jia Photon forecasts a net profit increase of approximately 426% in 2025, driven by growth in optical chip orders [23] - Ningbo Fubang anticipates a net profit increase of 3099.59% to 4379.43% in 2025, largely due to rising silver prices and significant non-recurring gains [24] Group 8 - Huasheng Lithium Battery plans to adjust its share repurchase price limit from 32 yuan to 150 yuan per share [26] - Aonong Biological announced plans for multiple shareholders to reduce their stakes [28] - Pizaihuang's controlling shareholder intends to increase its stake by 300 million to 500 million yuan [29]

报告期内，全球绿色能源政策环境持续向好。欧盟及英国生物航煤（SAF）常态化添加政策正式实施， 中国、日本、韩国等主要经济体的绿色转型路径也日益明确，显著推动了全球生物能源市场需求增长。 公司于2025年10月成功获批SAF产品出口"白名单"，并顺利实现SAF产品出口，标志着公司发展战略取 得新突破。公司控股子公司山东三聚生物能源有限公司异构化装置持续保持高负荷平稳运行。受益于产 品价格上涨和产能释放，报告期内公司生物能源板块营业收入相比2024年增加约5.8亿元，同比增长约 46%；毛利增加约2.7亿元，实现扭亏为盈，经营效益显著提升（最终以2025年年度报告为准）。 格隆汇1月27日丨海新能科(300072.SZ)公布，预计2025年归属于上市公司股东的净利润-64,000万元 ～-45,000万元，比上年同期增长32.94%～52.85%，扣除非经常性损益后的净利润-77,000万元～-54,000 万元。 ...

Core Viewpoint - Company expects a net loss of 450 million to 640 million yuan for the year 2025, with a projected net profit excluding non-recurring losses ranging from -770 million to -540 million yuan [1] Group 1: Financial Performance - The company's bioenergy segment revenue increased by approximately 580 million yuan, representing a year-on-year growth of about 46% due to rising product prices and capacity release [1] - The gross profit for the bioenergy segment increased by approximately 270 million yuan, leading to a turnaround from loss to profit, significantly enhancing operational efficiency [1] - The company anticipates asset impairment losses of around 250 million yuan for the reporting period, based on cautious principles and evaluations of inventory and fixed assets [1] Group 2: Market Environment - The global green energy policy environment continues to improve, with the EU and UK implementing regular biojet fuel (SAF) blending policies, and major economies like China, Japan, and South Korea clarifying their green transition paths [1] - The company successfully obtained approval for SAF product export in October 2025, marking a strategic breakthrough in its development [1] Group 3: Challenges in Other Segments - The company's environmental materials and chemical products business faced challenges due to cyclical adjustments in the petroleum refining and coal chemical industries, leading to a pressured market environment for catalyst and purification products [1] - The rapid expansion of capacity in the LNG and neopentyl glycol industries outpaced demand growth, exacerbating competition within the industry [1]

海新能科公告，预计2025年度归属于上市公司股东的净利润为-6.4亿元至-4.5亿元，同比减亏。报告期 内，公司环保材料及化工产品业务面临挑战。受石油炼化及煤化工产业周期性调整影响，国内催化剂净 化剂业务市场环境承压；同时，煤气清洁利用（LNG）及新戊二醇行业阶段性产能扩张快于需求增 长，供需失衡加剧行业竞争。在上述因素综合影响下，该业务板块营业收入及净利润同比出现下滑。 ...

北京海新能源科技股份有限公司 证券代码：300072 证券简称：海新能科 公告编号：2026-002 北京海新能源科技股份有限公司 2025年度业绩预告 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、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。 单位：万元 | 项 目 | | | 本报告期 | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 利润总额（如适用） | 比上年同期 | -71,000 | ～ | -50,000 | -98,914.88 | | | 增长 | 28.22% | ～ | 49.45% | | | 归属于上市公司股 | | -64,000 | ～ | -45,000 | -95,437.16 | | 东的净利润 | 比上年同期 增长 | 32.94% | ～ | 52.85% | | | 扣除非经常性损益 | | -77,000 | ～ | -54,000 | -94,235.28 | | 后的净利润 | 比上年同期 增长 | 18.29% | ...

（编辑 丛可心） 证券日报网讯 1月23日，海新能科在互动平台回答投资者提问时表示，公司将坚持科技创新、精益管 理，努力成为领先的绿色能源供应商、科技创新型生物能源领跑者。公司将心无旁骛攻主业，做大做强 生物能源核心板块，以坚定的长期投入和效益提升为发展方向；紧紧围绕优化能源结构、发展循环经济 产业方向，坚持把科技创新作为核心发展动力。公司将密切关注行业政策动向，紧抓行业发展机遇，积 极推动自身高质量发展。 ...

Group 1 - The core business of the company is hydrogen catalysts, which has a high reputation and market share in the industry [1] - The company does not have any related business in Venezuela [1] - Investors are encouraged to pay attention to the company's regular reports for related operational updates [1]

（文章来源：证券日报） 证券日报网讯 1月23日，海新能科在互动平台回答投资者提问时表示，公司在委内瑞拉没有业务。公司 核心技术包括新型生物燃料生产技术、劣质重油MCT悬浮床加氢技术、催化材料制备技术等。MCT悬 浮床加氢技术是一项通过高温、高压、临氢反应，加工劣质、重质原料以获得更高轻油收率和大幅度提 升产品质量的先进技术。它采用公司研发的催化剂、工艺和核心装备，在悬浮床反应器内进行气、液、 固三相态的混合裂化和加氢反应，可以把煤焦油、渣油、催化油浆、油砂沥青、高杂质超重稠油等重劣 质原料转化为洁净的汽油、柴油、蜡油以及化工原料。 ...