Group 1 - A total of 18 companies listed on the ChiNext board have released their performance forecasts for the first half of the year, with 13 companies expecting profit increases, 1 company expecting to turn a profit, 1 company expecting a profit decrease, and 1 company expecting a loss [1][3] Group 2 - The performance forecast details include various companies with significant expected profit growth, such as: - Hanyu Pharmaceutical (300199) with a projected profit increase of 1567.36% [2] - Chuanjin Nuo (300505) with a projected profit increase of 167.27% [2] - Chenguang Biotech (300138) with a projected profit increase of 117.36% [2] - Huizhong (300371) with a projected profit increase of 100.00% [2] - Taotao Automotive (301345) with a projected profit increase of 84.08% [2] Group 3 - Companies with performance forecasts indicating a decrease or loss include: - Zairun (301636) with a projected profit decrease of 5.43% [2] - Yuyou Green Energy (301590) with a projected profit decrease of 6.57% [2] - Juguang (300203) with a projected loss of 205.37% [2]

Core Viewpoint - The company anticipates a mixed performance for the first half of 2025, with revenue expected to range from 3.46 to 3.76 billion yuan, while net profit is projected to significantly increase year-on-year, indicating a strong recovery in its core business segments [1][2] Group 1: Financial Performance - For the first half of 2025, the company expects revenue between 3.46 billion and 3.76 billion yuan, reflecting a year-on-year change of -0.89% to +7.71% [1] - The projected net profit for the same period is estimated to be between 202 million and 232 million yuan, showing a substantial year-on-year increase of 102.33% to 132.38% [1] - In Q2 2025, the company anticipates revenue of 1.744 billion to 2.044 billion yuan, with a year-on-year change of -0.9% to +16.2% [1] Group 2: Business Segments - The cottonseed business is expected to recover profitability in the short term, while the plant extraction business shows positive long-term trends [1] - The company has implemented a strict lock-in operating model for its cottonseed business, which has led to a turnaround in profitability [1] - The plant extraction segment, particularly products like chili red and stevia glycosides, has seen a year-on-year increase in gross profit, indicating a favorable trend [1] Group 3: Market Outlook - The company is positioned to benefit from the FDA's plan to phase out petroleum-based synthetic food colorings by the end of 2026, which is expected to increase demand for natural colorants [1] - The prices of several plant extraction products are currently at relatively low levels, suggesting potential for stabilization and improvement [1] - The company aims to leverage its low-cost industrial production capabilities to efficiently replicate its successful multi-product development model [2] Group 4: Profit Forecast and Investment Rating - The company is projected to achieve net profits of 376 million, 493 million, and 604 million yuan for the years 2025, 2026, and 2027, representing year-on-year growth rates of 299%, 31%, and 23% respectively [2] - The company has been upgraded to a "strongly recommended" rating based on its leading position in the plant extraction industry and its strategic growth plans [2]

Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding operational updates, stock performance, and significant corporate actions. Group 1: Company Announcements - Huaguang Huaneng's stock has experienced five consecutive trading limit increases, with a trading volume of 29.41% over the last five days, indicating potential irrational speculation, although the company's fundamentals remain stable [3]. - Andeli's actual controller Wang An transferred 90% of the shares of BVI Ping An to his daughter Wang Meng, but this transfer does not affect the company's governance structure or control [5]. - Singshan Co. received a court notice regarding the judicial disposal of 4.26 million shares, accounting for 0.19% of the total share capital, but this is not expected to impact daily operations [6]. - Three Gorges Energy reported a total power generation of 39.314 billion kWh in the first half of 2025, an increase of 8.85% year-on-year [7]. - New Zhonggang's stock has seen four consecutive trading limits, with no significant media reports or market rumors affecting its price [8]. - ST Yazhen's stock was suspended for one trading day due to a tender offer by its controlling shareholder, with a total of 55.1779 million shares involved [9]. - Zhongli Co. plans to invest 478 million yuan in a smart logistics equipment project [11]. - Zhuoran Co. approved the sale of 95% equity in a subsidiary for 723 million yuan, which does not constitute a related party transaction [12]. - Jerry Co. received a project award for a natural gas booster station worth approximately 850 million USD [13]. - Qujiang Cultural Tourism plans to publicly transfer 38% equity in a subsidiary valued at approximately 22.98 million yuan [14]. - Foshan Technology intends to publicly transfer 100% equity of a subsidiary with a starting price of 180 million yuan [15]. Group 2: Performance Forecasts - Xianda Co. expects a net profit increase of 2443.43% to 2834.73% in the first half of 2025, driven by rising product prices and improved cost control [25]. - Muyuan Co. anticipates a net profit of 10.5 billion to 11 billion yuan, reflecting a year-on-year growth of 924.6% to 973.39% due to increased pig sales and lower costs [26]. - Jiangshan Co. forecasts a net profit increase of 75.65% to 110.78% in the first half of 2025, supported by product optimization and cost control [28]. - Chenguang Bio's net profit is expected to rise by 102.33% to 132.38%, primarily due to improved market conditions for its cottonseed business [29]. - Xinlian Electronics predicts a net profit of 166 million to 198 million yuan, marking a turnaround from a loss in the previous year [30]. - Wohua Pharmaceutical expects a net profit increase of 233.89% to 378.27% due to market adaptation and cost control measures [31]. - Yonghe Co. anticipates a net profit increase of 126.30% to 148.49% driven by rising refrigerant prices [32]. - Shanghai Pharmaceuticals expects a net profit increase of approximately 52% due to the acquisition of a stake in a subsidiary [34]. - AVIC Heavy Machinery forecasts a net profit decline of about 33.29% due to falling product prices [35]. - Jingneng Real Estate expects a net loss of 190 million to 210 million yuan in the first half of 2025 due to reduced scale and increased expenses [36]. Group 3: Major Contracts - Fengfan Co. won a bid for a project worth approximately 337 million yuan from the Southern Power Grid [37]. - Longjian Co. was part of a consortium that won a project bid worth 362 million yuan for infrastructure construction [38].

Group 1: Company Announcements - Huayin Power's stock has seen a significant short-term increase, with a cumulative rise of 79.82% since July 1, 2025, which is substantially higher than the industry and Shanghai Composite Index [5] - Zhongyan Chemical's subsidiary acquired natural soda mining rights for 6.80866 billion yuan [6] - Shudao Equipment has terminated the acquisition of a 65.43% stake in Keyi Gas [10] - New Link Electronics expects a net profit of 166 million to 198 million yuan for the first half of 2025, marking a turnaround from a loss of 41.2841 million yuan in the same period last year [12] Group 2: Profit Forecasts - Xian Da Co. anticipates a net profit increase of 2443.43% to 2834.73%, projecting 130 million to 150 million yuan for the first half of 2025 [2] - Shanghai Pharmaceuticals expects a net profit of 4.45 billion yuan for the first half of 2025, a 52% increase from the previous year [3] - Yonghe Co. forecasts a net profit of 255 million to 280 million yuan, representing a year-on-year increase of 126.30% to 148.49% [4] - Xiangyuan Cultural Tourism projects a net profit of 90 million to 97 million yuan, an increase of 51.44% to 63.22% [5] - Ganli Pharmaceutical expects a net profit of 600 million to 640 million yuan, a growth of 100.73% to 114.12% [6] - Jiangshan Co. anticipates a net profit of 300 million to 360 million yuan, reflecting a year-on-year increase of 75.65% to 110.78% [6] - Zhiwei Intelligent expects a net profit of 91.98 million to 112 million yuan, a growth of 62.85% to 99.06% [9] - Wanliyang forecasts a net profit of 270 million to 290 million yuan, an increase of 46.68% to 57.55% [11] - Wohua Pharmaceutical expects a net profit of 37 million to 53 million yuan, a significant increase of 233.89% to 378.27% [14] - Chenguang Biological anticipates a net profit of 202 million to 232 million yuan, a growth of 102.33% to 132.38% [15] - Muyuan Foods expects a net profit of 10.5 billion to 11 billion yuan, a staggering increase of 924.6% to 973.39% [15] - New Beiyang forecasts a net profit of 34.7 million to 38.2 million yuan, a growth of 100% to 120% [16]

Group 1: Company Performance - Northern Rare Earth expects a net profit of 900 million to 960 million yuan for the first half of 2025, representing a year-on-year increase of 1882.54% to 2014.71% [1] - Muyuan Foods anticipates a net profit of 10.5 billion to 11 billion yuan for the first half of 2025, reflecting a year-on-year growth of 924.6% to 973.39% [2] - Hongta Securities projects a net profit of 651 million to 696 million yuan for the first half of 2025, indicating a year-on-year increase of 45% to 55% [3] Group 2: Business Developments - Dazhihui clarifies that it has not engaged in businesses related to "stablecoins," "virtual asset trading," or "cross-border payments," following a significant stock price fluctuation [4] - Bluetech announces a share transfer agreement where its actual controller will change, with the Ma'anshan Municipal Government becoming the actual controller after the transfer of 18% of shares [5] Group 3: Industry Trends - Jiangsu Electric Power reports a 5.01% year-on-year increase in electricity generation for the first half of 2025 [6] - Jin'an Guoji anticipates a non-recurring net profit growth of 4700% to 6300% for the first half of 2025 [6] - New Beiyang expects a non-recurring net profit growth of 650% to 720% for the first half of 2025 [6]

Core Viewpoint - Multiple A-share listed companies have released their performance forecasts for the first half of 2025, indicating significant profit increases for several companies, while others are facing substantial losses [1][2]. Performance Forecast Summary - **North Rare Earth**: Expected net profit growth of 1883%-2015% year-on-year, driven by increased production and sales of rare earth metals and related products [2]. - **Muyuan Foods**: Anticipated net profit growth of 1130%-1190% year-on-year, attributed to higher pig sales compared to the same period last year [2]. - **TCL Zhonghuan**: Projected net loss of 4-4.5 billion yuan due to declining demand in the supply chain and continuous price drops [2]. - **Xianda Co.**: Expected net profit growth of 2443%-2835% year-on-year, benefiting from implemented management measures [2]. - **Jin'an Guoji**: Forecasted non-net profit growth of 4700%-6300% year-on-year, with increased production and slight price recovery in copper-clad laminates [2]. - **TCL Technology**: Expected net profit growth of 81%-101% year-on-year, with semiconductor display business projected to exceed 4.6 billion yuan in net profit, up over 70% [2]. - **Wohua Pharmaceutical**: Anticipated net profit growth of 234%-378% year-on-year, due to adaptation to market changes and effective cost control measures [2]. - **Orient Precision**: Expected net profit growth of 120%-160% year-on-year, driven by revenue growth in packaging and watercraft equipment sectors [2]. - **Yonghe Co.**: Projected net profit growth of 126%-148% year-on-year, supported by rising refrigerant prices and product structure optimization [2]. - **Morning Light Bio**: Expected net profit growth of 102%-132% year-on-year, with recovery in cottonseed business and growth in other product lines [2]. - **New Beiyang**: Anticipated net profit growth of 100%-120% year-on-year, driven by rapid sales growth in intelligent logistics equipment [2]. - **Gan Li Pharmaceutical**: Expected net profit growth of 101%-114% year-on-year, benefiting from significant revenue increase and refined expense management [2]. - **Zhiwei Intelligent**: Projected net profit growth of 63%-99% year-on-year, with strong demand in intelligent computing business and increased orders [2]. - **Torch Electronics**: Expected net profit growth of 50%-70% year-on-year, with improving industry conditions in electronic components [2]. - **Hongta Securities**: Anticipated net profit growth of 45%-55% year-on-year, focusing on differentiated asset allocation and improving asset quality [2].

Group 1: Stock Suspension and Resumption - BlueDai Technology's Zhu Tangfu plans to transfer 18% of the company's shares to Jiangdong Chantuo, leading to the resumption of trading [1] - *ST Yazhen's actual controller's tender offer period has expired, resulting in stock suspension [1] Group 2: Investment Cooperation and Operational Status - Anke Biotechnology has become the exclusive agent for the sales and marketing promotion of follicle-stimulating hormone products in mainland China and Hong Kong, Macau, and Taiwan [2] - Gaoxin Information Technology plans to raise no more than 374 million yuan through a private placement for the expansion of vehicle networking communication products, the Shenzhen R&D and operation center project, and to supplement working capital [2] - Zhongyan Chemical's affiliated company has signed an agreement worth 6.809 billion yuan to acquire mining rights for natural soda ash in the Naimanqi Daqintala area [3] - Jerry Holdings has received a project award letter from Algeria's national oil company for the Hodenus natural gas booster station EPC project, with a total award amount of approximately 850 million USD or 6.126 billion yuan [3] Group 3: Performance Changes - Northern Rare Earth expects a net profit of 900 million to 960 million yuan in the first half of 2025, representing a year-on-year increase of 1882.54% to 2014.71% [4] - Dongfang Precision Engineering anticipates a net profit of 361 million to 426 million yuan in the first half of 2025, with a year-on-year growth of 120% to 160% [4] - Gansu Energy expects a net profit of 800 million to 830 million yuan in the first half of 2025, reflecting a year-on-year increase of 178.95% to 189.41% [5] - Morning Light Biotechnology forecasts a net profit of 202 million to 232 million yuan in the first half of 2025, with a year-on-year growth of 102.33% to 132.38% [6] - Muyuan Foods expects a net profit of 10.5 billion to 11 billion yuan in the first half of 2025, representing a year-on-year increase of 924.60% to 973.39% [6] - Ganli Pharmaceutical anticipates a net profit of 460 million to 500 million yuan in the first half of 2025, with a year-on-year increase of 262.47% to 293.99% [6] - Hongta Securities expects a net profit of 651 million to 696 million yuan in the first half of 2025, reflecting a year-on-year growth of 45% to 55% [7] - Shandong Glass Fiber anticipates a net profit of 8.66 million to 12.99 million yuan in the first half of 2025, recovering from a loss of 97.31 million yuan in the same period last year [7]

Group 1 - Huaguang Huaneng's stock has experienced five consecutive trading limits, with a cumulative turnover rate of 29.41% over the past five trading days, indicating potential irrational speculation risk [3] - The company confirms that its production and operational activities are normal, with no significant changes in its fundamentals or business structure [3] Group 2 - Andeli's actual controller Wang An transferred 90% of the shares of BVI Pingan to his daughter Wang Meng, but this transfer does not affect the company's shareholding structure or governance [4] - The controlling shareholder and actual controllers remain unchanged, ensuring the company's governance structure and ongoing operations are unaffected [4] Group 3 - Suntech's indirect controlling shareholder, Suntech Holdings, has had 4.26 million unrestricted circulating shares (8.51% of its holdings, 0.19% of total shares) judicially disposed of, but this is not expected to impact the company's daily operations [5] Group 4 - Three Gorges Energy reported a total power generation of 39.314 billion kWh in the first half of 2025, representing an 8.85% year-on-year increase [6] - The company generated 19.531 billion kWh in the second quarter of 2025, a 6.24% increase compared to the same period last year [6] Group 5 - New Zhonggang's stock has experienced four consecutive trading limits, with no significant media reports or market rumors affecting its stock price [7] - The company confirms that its production and operational status is normal, with no major adjustments in market environment or industry policies [7] Group 6 - ST Yazhen's controlling shareholder Wu Tao's tender offer for 55.1779 million shares (21.00% of total shares) at a price of 5.68 yuan per share has reached its deadline, leading to a one-day suspension of trading [8] Group 7 - Zhongli's wholly-owned subsidiary plans to invest 478 million yuan in a smart logistics equipment project in Jiangsu, with the project covering approximately 120 acres [9][10] Group 8 - Xianda expects a net profit of 130 million to 150 million yuan for the first half of 2025, a year-on-year increase of 2443.43% to 2834.73%, driven by rising product prices and improved operational efficiency [12] - The company's main product, Oxyfluorfen, has seen a price increase, contributing to higher gross margins [12] Group 9 - Morninglight Bio expects a net profit of 202 million to 232 million yuan for the first half of 2025, a year-on-year increase of 102.33% to 132.38%, primarily due to the recovery of cottonseed business [13] Group 10 - Xinlian Electronics anticipates a net profit of 166 million to 198 million yuan for the first half of 2025, reversing a loss from the previous year, largely due to increased non-recurring gains [14] Group 11 - Wohua Pharmaceutical expects a net profit of 37 million to 53 million yuan for the first half of 2025, a year-on-year increase of 233.89% to 378.27%, attributed to improved market adaptation and cost control [15] Group 12 - Yonghe expects a net profit of 255 million to 280 million yuan for the first half of 2025, a year-on-year increase of 126.30% to 148.49%, driven by rising refrigerant prices [16] Group 13 - Shanghai Pharmaceuticals anticipates a net profit of 4.45 billion yuan for the first half of 2025, a year-on-year increase of approximately 52%, mainly due to the acquisition of a 10% stake in Shanghai Hutchison Pharmaceuticals [17] Group 14 - Jingneng Real Estate expects a net loss of 190 million to 210 million yuan for the first half of 2025, primarily due to reduced project turnover and increased expenses [18] Group 15 - Fengfan has won a bid for a project with a value of approximately 337 million yuan from Southern Power Grid, accounting for 10.45% of the company's audited revenue for 2024 [19] Group 16 - Longjian has been awarded a joint bid for a project worth 362 million yuan, with the company responsible for 99.39% of the work [20]

本次业绩预告是公司财务部门初步测算的结果，具体数据将在公司2025年半 年度报告中详细披露，敬请广大投资者谨慎决策，注意投资风险。 特此公告 证券代码：300138 证券简称：晨光生物 公告编号：2025—067 晨光生物科技集团股份有限公司 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 本报告期 上年同期 项 目 （2025 年 1—6 月） （2024 年 1—6 月） 营业收入 349,092.99 万元 比上年同期增长：-0.89%至 7.71% 归属于上市公司股东 盈利：20,200 万元—23,200 万元 盈利：9,983.46 万元 的净利润 比上年同期增长：102.33%至 132.38% 归属于上市公司股东 盈利：17,400 万元—20,400 万元 扣除非经常性损益后 盈利：8,003.77 万元 的净利润 比上年同期增长：117.40%至 154.88% 二、业绩预告预审计情况：本次业绩预告相关数据未经注册会计师审计。 三、业绩变动原因说明 的主要影响因素；辣椒红、辣椒精、甜菊糖苷等植提类业务实现的毛利润均同比 ...

Group 1 - Morning Light Biological expects a net profit of 202.0 million to 232.0 million yuan for the first half of 2025, representing a year-on-year increase of 102.33% to 132.38% [1] - Northern Rare Earth anticipates a net profit of 900.0 million to 960.0 million yuan for the first half of 2025, with a significant year-on-year growth of 1882.54% to 2014.71% [1] - Youfa Group forecasts a net profit of 277.0 million to 307.0 million yuan for the first half of 2025, reflecting a year-on-year increase of 151.69% to 178.93% [1] Group 2 - Torch Electronics projects a net profit of approximately 247.0 million to 280.0 million yuan for the first half of 2025, indicating a year-on-year growth of 50.36% to 70.45% [3] - Zhiwei Intelligent expects a net profit of 91.98 million to 112.43 million yuan for the first half of 2025, with a year-on-year increase of 62.85% to 99.06% [4] - Youhao Group anticipates a net profit of 12.0 million yuan for the first half of 2025, representing a year-on-year growth of 51% [5] Group 3 - Nami Technology expects a net profit of 61.0 million to 73.0 million yuan for the first half of 2025, with a year-on-year increase of 35% to 62% [7] - Xinda Co. forecasts a net profit of 130.0 million to 150.0 million yuan for the first half of 2025, reflecting a substantial year-on-year growth of 2443.43% to 2834.73% [8] Group 4 - Shaanxi Coal Industry reported a coal production of 14.36 million tons in June, a year-on-year decrease of 5.07% [9] - Huanxu Electronics announced a consolidated revenue of 4.587 billion yuan in June, a year-on-year decline of 1.23% [10] Group 5 - Huadian International successfully issued 2.0 billion yuan in medium-term notes with a maturity of 3+N years and a coupon rate of 1.89% [20] - Zhongmin Energy reported a total power generation of 1.405 billion kilowatt-hours in the first half of 2025, a year-on-year decrease of 0.89% [20] Group 6 - Huaxia Biotech passed the FDA inspection with zero deficiencies, covering six major systems [21] - Ruikeda's application for convertible bond issuance has been accepted by the Shanghai Stock Exchange [22] Group 7 - Dafu Technology plans to invest no more than 100 million yuan in Anhui Yunta [42] - Tongda Co. won a bid for a project valued at 180.3 million yuan from the Southern Power Grid [46]