Core Viewpoint - Erkang Pharmaceutical (300267) is expected to report a net profit loss of between -325 million to -385 million yuan for the year 2025, primarily due to asset impairment losses related to underutilized production capacity and unfavorable market conditions [1] Group 1 - The company anticipates a significant net loss for 2025, projecting a range of -325 million to -385 million yuan [1] - The expected loss is attributed to a cautious approach regarding current underutilization of production capacity [1] - The company has conducted impairment tests on certain assets and inventories, leading to the recognition of corresponding asset impairment losses [1]

Group 1 - The company expects a net profit attributable to shareholders of between -325 million to -385 million yuan for the fiscal year 2025, primarily impacted by asset impairment losses [1] - The company's main business has shown steady growth compared to the same period last year, benefiting from the operation of the lithium ore beneficiation plant project in Nigeria, with lithium concentrate business generating over 200 million yuan in revenue [1] - The cash flow from operating activities remains robust, with a significant increase in net cash flow from operating activities compared to the same period last year, indicating healthy operations [1] Group 2 - The company is deepening its industrial layout in Africa by investing a total of 18 million USD in comprehensive formulation and injection production projects in Tanzania and Nigeria, which is expected to broaden its business reach and create new profit growth points [2] - The ongoing deepening of China-Africa cooperation provides significant opportunities for Chinese companies to expand overseas, aligning with the company's strategy to enhance its presence in the African renewable energy and healthcare sectors [2] - The company is solidifying its long-term development foundation as mining project capacities are released and pharmaceutical manufacturing bases are established, with future performance expected to return to a growth trajectory [2]

Financial Performance Expectations - The company expects a net loss for 2025 between 325 million and 385 million yuan, compared to a loss of 373.37 million yuan in 2024[3] - The net profit after deducting non-recurring gains and losses is projected to be a loss between 331.52 million and 391.52 million yuan, compared to a loss of 368.82 million yuan in the previous year[3] Reasons for Expected Loss - The primary reason for the expected loss is the impairment testing and provision for asset and inventory losses due to insufficient capacity utilization and unfavorable market conditions[5] Business Growth and Revenue - The company's main business has shown steady growth, benefiting from the operation of the lithium ore processing plant in Nigeria, with lithium concentrate revenue exceeding 200 million yuan during the reporting period[6] Cash Flow and Non-Recurring Gains - The cash flow from operating activities has significantly increased compared to the previous year, indicating a strong cash position[6] - Non-recurring gains and losses are expected to contribute approximately 6.52 million yuan to net profit, an increase of 11.07 million yuan compared to the previous year[6] Financial Reporting and Estimates - The financial data in the earnings forecast has not been audited by registered accountants, but there are no significant discrepancies with the auditing firm[4] - The company emphasizes that the earnings forecast is a preliminary estimate and specific financial data will be disclosed in the 2025 annual report[7]

证券日报网讯 1月28日，尔康制药发布公告称，截至2026年1月28日，控股股东帅放文先生减持计划期 限届满，期间未减持公司股份，持股仍为853，574，906股，占总股本41.38%。 （编辑 丛可心） ...

湖南尔康制药股份有限公司 证券代码：300267 证券简称：尔康制药 公告编号：2026-001 关于控股股东减持计划期限届满未减持股份的公告 控股股东帅放文先生保证向本公司提供的信息内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 湖南尔康制药股份有限公司（以下简称"公司"）于 2025 年 9 月 29 日在巨 潮资讯网披露了《关于控股股东减持公司股份的预披露公告》（公告编号： 2025-027），公司控股股东帅放文先生计划自 2025 年 10 月 29 日至 2026 年 1 月 28 日以集中竞价或大宗交易方式合计减持公司股份不超过 42,000,000 股，即不 超过本公司总股本的 2.04%。 一、股东减持情况 1、股东减持股份情况 在本次减持计划期间内，帅放文先生未减持其持有的公司股份。 | 股东名称 | 股份性质 | 本次减持前持有股份 | | 本次减持后持有股份 | | | --- | --- | --- | --- | --- | --- | | | | 股数（股） | 占总股本比 | 股数（股） | 占总 ...

MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 000688 | 国城矿业 | - | -8.98 | 306亿 | -7.01 | | 002738 | 中矿资源 | t | -7.24 | 598 Z | 5.49 | | 002240 | 盤新锂能 | 1 | -6.05 | 323 Z | 2.35 | | 002756 | 永兴材料 | 1 | -5.31 | 287亿 | -1.71 | | 001203 | 大中矿业 | | -4.95 | 444亿 | -5.42 | | 002192 | 融捷股份 | | -4.76 | 145亿 | 7.85 | | 002466 | 天齐锂业 | I | -4.39 | 978亿 | 7.66 | | 000762 | 西藏矿业 | 1 | -3.85 | 146亿 | 6.55 | | 300267 | 尔康制药 | ﮨﮯ | -3.82 | 88.28亿 | 25.51 | | 002176 | 江特电 ...

Market Overview - On January 13, major indices in China experienced collective adjustments, with the Shenzhen Component Index falling over 1% and the ChiNext Index dropping nearly 2%. The Shanghai Composite Index closed down 0.64%, the Shenzhen Component Index down 1.37%, and the ChiNext Index down 1.96%. The total trading volume in the Shanghai and Shenzhen markets reached 3.65 trillion yuan, an increase of 49.6 billion yuan compared to the previous trading day [1] - In the U.S. stock market, the three major indices also declined on January 13. The Dow Jones Industrial Average fell by 398.21 points to close at 49,191.99, a decrease of 0.80%. The S&P 500 Index dropped by 13.53 points to 6,963.74, down 0.19%, while the Nasdaq Composite Index decreased by 24.03 points to 23,709.87, a decline of 0.10% [1] Sector Performance - In the Chinese market, over 3,700 stocks declined, with the AI application concept sector rising against the trend, seeing over ten constituent stocks hitting the daily limit up. The AI medical concept remained active, while the power grid equipment sector strengthened in the afternoon. The retail sector also showed active performance. Conversely, the commercial aerospace and controllable nuclear fusion sectors experienced significant declines [1] - In the U.S., the performance of major indices reflected a general downward trend, indicating a cautious market sentiment [1] Commodity Prices - International oil prices rose on January 13. The price of light crude oil futures for February delivery on the New York Mercantile Exchange increased by $1.65 to $61.15 per barrel, a rise of 2.77%. The March delivery Brent crude oil futures price rose by $1.60 to $65.47 per barrel, an increase of 2.51% [2] Policy and Regulatory Updates - The Ministry of Commerce of China announced the continuation of anti-dumping duties on imported solar-grade polysilicon from the U.S. and South Korea, effective from January 14, 2026, for a period of five years [2] - The Ministry of Industry and Information Technology issued an action plan for the high-quality development of industrial internet platforms from 2026 to 2028, aiming for significant progress in platform development and resource connectivity by 2028 [3][4] Company-Specific Developments - The approval of NVIDIA to export its H200 AI chips to China is expected to restart shipments to Chinese customers. This decision will be overseen by the U.S. Department of Commerce, which will also impose a fee of approximately 25% on the related transactions [7]

格隆汇1月13日丨尔康制药(300267.SZ)在投资者互动平台表示，公司业务未涉及脑机接口领域，公司将 积极关注行业前沿技术的发展。 ...

Core Viewpoint - Erkang Pharmaceutical experienced a significant increase in stock price, reaching a daily limit up of 20% with a turnover rate of 26.96% and a transaction volume of 1.644 billion yuan [2] Trading Activity - The stock was listed on the Shenzhen Stock Exchange due to its closing price increase of 20%, with net purchases from the Shenzhen Stock Connect amounting to 12.5195 million yuan [2] - The top five trading departments accounted for a total transaction volume of 438 million yuan, with a net purchase of 22.4406 million yuan after a buy transaction of 230 million yuan and a sell transaction of 208 million yuan [2] - The third largest buying department was the Shenzhen Stock Connect, with a buying amount of 41.7105 million yuan and a selling amount of 29.1910 million yuan, resulting in a net purchase of 12.5195 million yuan [2] Capital Flow - The stock saw a net inflow of 2.37 billion yuan from major funds, with a significant inflow of 2.55 billion yuan from large orders, while large orders experienced a net outflow of 172.329 million yuan [2] - Over the past five days, the net inflow of major funds totaled 2.52 billion yuan [2] Margin Trading Data - As of January 12, the margin trading balance for the stock was 259 million yuan, with a financing balance of 259 million yuan and a securities lending balance of 496,000 yuan [2] - Over the past five days, the financing balance decreased by 14.0384 million yuan, representing a decline of 5.15%, while the securities lending balance increased by 205,900 yuan, reflecting a growth of 70.96% [2]

Group 1 - The chemical pharmaceutical sector increased by 0.56% on January 13, with Xin Ganjiang leading the gains [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] - Notable stock performances included Xin Ganjiang with a closing price of 30.55, up 30.00%, and Erkang Pharmaceutical at 4.45, up 19.95% [1] Group 2 - The chemical pharmaceutical sector saw a net inflow of 929 million yuan from institutional investors, while retail investors experienced a net outflow of 903 million yuan [2] - Major stocks with significant net inflows included Erkang Pharmaceutical with 240 million yuan and Xin Ganjiang with 189 million yuan [3] - Retail investors showed a negative trend, with significant outflows from stocks like Yipin Hong and Chuaning Biological [3]