证券时报·数据宝统计显示，截至1月9日，已经有74家公司公布了2025年度业绩预告。业绩预告类型显 示，预增公司58家、预盈4家，合计报喜公司比例为83.78%；业绩预降、预亏公司分别有7家、1家。 74家公司公布了全年业绩预告，业绩预增公司有58家，占比78.38%。 全年业绩预计暴增股名单 | 代码 | 简称 | 业绩预告日 | 预计净利润增幅中值 | 最新收盘价 | 今年以来涨跌幅 | 行业 | | --- | --- | --- | --- | --- | --- | --- | | | | 期 | （%） | （元） | （%） | | | 300435 | 中泰股 | 2026.01.06 | 677.22 | 25.83 | 16.25 | 公用事 | | | 份 | | | | | 业 | | 688332 | 中科蓝 讯 | 2026.01.08 | 371.51 | 142.13 | 8.24 | 电子 | | 002010 | 传化智 联 | 2025.12.31 | 308.82 | 6.18 | 6.37 | 交通运 输 | | 688796 | 百奥赛 | 2025.12.09 | ...

中泰股份 20260108 摘要 中泰股份深冷设备受益于海外市场需求旺盛，尤其在石化、天然气处理 和工业气体领域，公司凭借技术壁垒和良好的供给格局，有望在未来五 年内保持增长。 全球深冷设备市场广阔，中东和东南亚是主要增长区域，天然气液化项 目爆发性增长推动市场规模迅速膨胀至 40-50 亿美元水平。 中泰股份通过技术和产品优势应对国际竞争，海外竞争对手交货周期长， 为中泰股份提供了抢占市场份额的机会，尤其是在中东地区。 中泰股份海外市场竞争优势显著，交货周期短于竞争对手，与国际顶尖 工程公司合作，成功进入北美、欧洲及其他地区的石化项目。 中东地区天然气扩产对中泰股份影响积极，公司已与沙特阿美建立合作 关系，有望成为正式供应商，提升国际市场地位。 未来五年，石化、工业气体及 LNG 市场将保持高景气度，LNG 市场新 增产能显著增加，为相关企业带来机遇。 中泰股份在存储芯片、核聚变和商业航天等成长型行业有所布局，有望 增加利润，提升市值，预计 2026 年利润约为 17 倍。 Q&A 请介绍一下中泰股份的投资逻辑及其在 2025 年的表现。 更多份额机会。因此，通过提升技术水平与优化产品结构，中泰能够有效应对 ...

Group 1 - Company沃尔核材 (002130) is a leading domestic high polymer nuclear radiation modified material enterprise, focusing on the research and supply of insulation and protection materials for fusion devices, with core products including radiation-resistant heat shrink tubing and high-temperature insulation sleeves [1][35] - The radiation-resistant heat shrink tubing is made from specially modified polymer materials, capable of withstanding strong radiation and high-temperature environments within fusion devices, used for insulating superconducting magnet coils and signal cables [1][35] - The high-temperature insulation sleeves developed by the company can withstand temperatures above 200℃, meeting the insulation needs of cables inside the fusion reactor vacuum chamber, and possess excellent corrosion resistance and aging resistance [1][35] Group 2 - Company宝胜股份 (600973) is a leading domestic wire and cable enterprise, focusing on the research and manufacturing of special cables for fusion devices, with core products including radiation-resistant low-smoke halogen-free cables and low-temperature superconducting cable accessories [2][36] - The radiation-resistant cables utilize cross-linked polyethylene insulation materials with added radiation stabilizers, capable of long-term stable operation in radiation doses of 10^6 Gy, already applied in the power distribution system of fusion experimental devices [2][36] - The company is also developing control cables specifically for fusion reactors, optimizing the cable shielding structure to enhance electromagnetic interference resistance, ensuring stable transmission of control signals [2][36] Group 3 - Company西部超导 (688122) is a leading domestic high-end titanium alloy and superconducting materials enterprise, focusing on the research of titanium alloy structural materials and superconducting strip substrates for superconducting magnets in fusion devices [3][37] - The high-strength and high-toughness titanium alloy produced by the company is a core material for the support frame of superconducting magnets, capable of withstanding the enormous electromagnetic forces generated during magnet excitation [3][37] - The company is also developing seamless titanium alloy pipes that are resistant to high pressure and corrosion, used for medium transmission in the cooling system of fusion reactors, becoming an important supplier in the nuclear fusion materials field [3][37] Group 4 - Company钢研高纳 (300034) is a leading domestic high-temperature alloy enterprise, focusing on the research of high-temperature alloy materials for core components of fusion reactors, with core products including nickel-based high-temperature alloys and refractory metal alloys [4][38] - The nickel-based high-temperature alloys developed by the company can withstand temperatures above 1200℃ and possess excellent radiation swelling resistance, suitable for components like the first wall and divertor in fusion reactors [4][38] - The company collaborates with research institutions to conduct research on surface coating technology for high-temperature alloys, enhancing the materials' high-temperature and corrosion resistance [4][38] Group 5 - Company中密控股 (300470) is a leading domestic mechanical sealing enterprise, focusing on the research and manufacturing of sealing components for fluid systems in fusion devices, with core products including high-temperature mechanical seals and vacuum seals [5][39] - The high-temperature mechanical seals can withstand high-temperature and high-pressure media in the cooling system of fusion reactors, with zero leakage sealing performance, already applied in the main circulation pump sealing system of fusion experimental devices [5][39] - The company is also developing dynamic sealing components for fusion devices, addressing sealing challenges for rotating components in fusion reactors [5][39] Group 6 - Company中泰股份 (300435) is a leading domestic deep cooling technology equipment enterprise, focusing on the research and manufacturing of low-temperature refrigeration systems for fusion devices, with core products including large liquid nitrogen refrigeration units and liquid helium temperature refrigeration equipment [6][40] - The large liquid nitrogen refrigeration units can provide a low-temperature cold source of -196℃, supporting the primary cooling of superconducting magnets [6][40] - The company is also developing integrated technology for low-temperature systems in fusion reactors, providing a comprehensive solution of "refrigeration equipment + low-temperature pipelines + insulation systems" [6][40] Group 7 - Company汉钟精机 (002158) is a leading domestic screw compressor enterprise, focusing on the research and manufacturing of vacuum pumps for the vacuum systems of fusion devices, with core products including dry screw vacuum pumps and Roots vacuum pumps [7][42] - The dry screw vacuum pumps can reduce the pressure in the vacuum chamber to 10^-5 Pa, featuring radiation resistance and low vibration, preventing oil vapor contamination in the vacuum environment [7][42] - The company is also optimizing the rotor structure design of vacuum pumps to enhance fatigue resistance and extend the service life in extreme environments of fusion devices [7][42] Group 8 - Company中科三环 (000970) is a leading domestic rare earth permanent magnet materials enterprise, focusing on the research of permanent magnet materials for the magnet systems of fusion devices, with core products including high-performance NdFeB permanent magnets [8][43] - The high coercivity NdFeB permanent magnets produced by the company have excellent magnetic performance and temperature stability, used in auxiliary magnet systems for fusion devices [8][43] - The company is also developing radiation-resistant NdFeB permanent magnets, optimizing the composition by adding niobium and dysprosium to reduce the impact of radiation on magnetic performance [8][43] Group 9 - Company安泰环境 (300179) is a leading domestic high-end environmental and energy chemical equipment enterprise, focusing on the research of gas purification and treatment systems for fusion devices, with core products including high-purity gas purifiers and waste gas treatment devices [9][44] - The gas purifiers can enhance the purity of deuterium-tritium gas to 99.9999%, removing impurities such as oxygen and moisture, ensuring efficient fusion reactions [9][44] - The company is also developing equipment for the recovery and reuse of deuterium-tritium gas, improving fuel utilization rates in fusion reactors [9][44] Group 10 - Company万华化学 (600309) is a leading domestic chemical new materials enterprise, focusing on the research and supply of high-performance polymer materials for fusion devices, with core products including radiation-resistant polyimide films and high-temperature fluoroplastics [10][45] - The radiation-resistant polyimide films have excellent insulation and radiation resistance, used for the insulation layer of superconducting magnets, preventing short circuits in magnet coils [10][45] - The company is also developing high-sealing, radiation-resistant silicone sealants for fusion devices, ensuring the sealing performance of various components [10][45] Group 11 - Company中核科技 (000777) is a leading domestic nuclear-grade valve enterprise, focusing on the research and manufacturing of special nuclear-grade valves for fusion devices, with core products including nuclear-grade shut-off valves, safety valves, and vacuum isolation valves [11][46] - The nuclear-grade shut-off valves are designed to withstand high temperatures, high pressures, and strong radiation, ensuring safe operation in fusion reactors [11][46] - The company is also developing vacuum isolation valves with a sealing vacuum degree of 10^-6 Pa, isolating the vacuum chamber of fusion reactors from external systems [11][46] Group 12 - Company海陆重工 (002255) is a leading domestic industrial furnace and nuclear power equipment enterprise, focusing on the research and manufacturing of heat treatment equipment for high-temperature components in fusion devices, with core products including vacuum heat treatment furnaces and high-temperature sintering furnaces [12][47] - The vacuum heat treatment furnaces can operate in a vacuum environment of 10^-3 Pa, enhancing the density and mechanical strength of components [12][47] - The company is also developing customized heat treatment solutions for fusion device components, optimizing their performance [12][47] Group 13 - Company盾安环境 (002011) is a leading domestic refrigeration and air conditioning equipment enterprise, focusing on the research and manufacturing of temperature control systems for fusion devices, with core products including high-precision constant temperature control systems and low-temperature cooling units [13][48] - The high-precision constant temperature control systems can maintain a temperature accuracy of ±0.1℃, ensuring stable operation of electronic devices in fusion reactors [13][48] - The company is also developing integrated temperature control systems for fusion devices, providing a comprehensive solution of "cooling equipment + temperature sensors + control systems" [13][48] Group 14 - Company抚顺特钢 (600399) is a leading domestic special steel enterprise, focusing on the research and supply of special alloy steels for fusion devices, with core products including martensitic stainless steel and precipitation-hardened stainless steel [14][49] - The martensitic stainless steel produced by the company has high strength and corrosion resistance, suitable for the shell manufacturing of vacuum chambers in fusion reactors [14][49] - The company is also conducting research on the radiation resistance of steel used in fusion devices, optimizing compositions by adding rare earth elements [14][49] Group 15 - Company东华科技 (002140) is a leading domestic engineering design and general contracting enterprise, focusing on the engineering design and system integration of fusion devices, providing full-chain services from process design to construction installation [15][50] - The company has participated in multiple engineering design projects for domestic fusion experimental devices, optimizing the layout design of vacuum chambers, cooling systems, and power systems [15][50] - The company is also developing technical reserves for the engineering design of commercial fusion power plants, supporting future construction [15][50]

业绩预喜公司中，以预计净利润增幅中值统计，共有15家公司净利润增幅超100%；净利润增幅在 50%~100%之间的有13家。具体到个股看，中泰股份预计净利润增幅最高。公司预计全年实现净利润增 幅中值为677.22%；中科蓝讯、传化智联预计全年净利润同比增幅中值分别为371.51%、308.82%，增幅 位列第二、第三。 分行业看，业绩增幅预计翻倍股主要集中在医药生物、基础化工、交通运输等行业，分别有2只、2只、 1只个股上榜；所属板块来看，业绩预计翻倍股中，主板、创业板、科创板分别有10只、3只、2只。 证券时报·数据宝统计显示，截至1月8日，已经有66家公司公布了2025年度业绩预告。业绩预告类型显 示，预增公司53家、预盈3家，合计报喜公司比例为84.85%；业绩预降、预亏公司分别有6家、1家。 66家公司公布了全年业绩预告，业绩预增公司有53家，占比80.30%。 证券时报·数据宝统计显示，业绩预计翻倍股今年以来平均上涨6.88%，表现强于沪指。个股来看，今年 以来涨幅最大的是北方导航，累计上涨28.53%；中泰股份、南兴股份今年以来分别上涨14.00%、 10.99%紧随其后。 全年业绩预计暴增股名单 ...

创业板全年业绩预告一览 | 代码 | 简称 | 业绩预告 | 业绩预告 | 预计净利润增幅中值 | 最新收盘价 | 今年以来涨跌 | 行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 日期 | 类型 | （%） | （元） | （%） | | | 300435 | 中泰 | 2026.01.06 | 预盈 | 677.22 | 25.33 | 14.00 | 公用事 | | | 股份 | | | | | | 业 | | 300620 | 光库 科技 | 2025.12.31 | 预增 | 162.00 | 155.26 | 5.58 | 通信 | | 300505 | 川金 | 2026.01.08 | 预增 | 158.44 | 23.69 | 5.81 | 基础化 | | | 诺 | | | | | | 工 | | 301377 | 鼎泰 | 2026.01.05 | 预增 | 91.74 | 146.65 | 5.43 | 机械设 | | | 高科 | | | | | | 备 | | 301345 | 涛涛 车业 | 2026.01 ...

Group 1 - The concept of controlled nuclear fusion is gaining momentum in the market, with several stocks experiencing significant gains, including China Nuclear Engineering (601611) and Snowman Group (002639), among others [1] - The Chinese Academy of Sciences has made a breakthrough in controlled nuclear fusion technology, confirming the existence of a density-free zone in the Tokamak, which is crucial for high-density operation of magnetic confinement fusion devices [1] - Controlled nuclear fusion is viewed as a solution to the energy revolution due to its abundant resources, environmental friendliness, and zero-carbon safety [1] Group 2 - The global fusion industry has seen explosive growth, with total investments rising from $1.9 billion in 2021 to $9.7 billion, and an additional $2.6 billion expected in 2024 [2] - The global nuclear fusion market is projected to reach $496.55 billion by 2030 and exceed $1 trillion by 2050, driven by advancements in high-temperature superconductors and artificial intelligence [2] - There are currently 59 stocks in the A-share market related to controlled nuclear fusion, with 22 companies allocating over 5% of their revenue to R&D, including Changguang Huaxin and Aikesaibo, which have R&D expenses exceeding 20% [2] Group 3 - Changguang Huaxin is developing high-efficiency laser chips and array modules for controlled laser nuclear fusion, focusing on low cost, high power, and efficiency [3] - Among the 22 companies, 16 reported an increase in R&D expenses, with Yujing Technology, Jingye Intelligent, and Aikesaibo showing the highest growth rates of 87.76%, 64.87%, and 42.62% respectively [3] - Zhongtai Co. has forecasted a net profit of 420 million to 480 million yuan for 2025, driven by overseas orders and successful application of its helium refrigeration technology in fusion research [3]

Group 1 - The Ministry of Commerce announced that the "old-for-new" policy will drive consumer goods sales to reach 3.92 trillion yuan, benefiting 494 million consumers [3] - The policy will include support for the update of commercial facilities and energy-saving equipment, encouraging local governments to provide policy support for sorting center construction [3] - The "14th Five-Year Plan" aims to promote the construction of approximately 200 "waste-free cities" and increase the supply of high-quality green agricultural products [3] Group 2 - The People's Bank of China emphasized the importance of promoting high-quality economic development and reasonable price recovery in its monetary policy considerations [3] - The central bank plans to maintain ample liquidity and relatively loose social financing conditions to align monetary supply growth with economic growth and price level expectations [3] Group 3 - China Satcom issued a risk warning regarding its stock, which has increased by 108.64% since December 3, 2025, significantly outpacing the industry and market indices [5] - The company’s current price-to-earnings ratio stands at 704.09, far exceeding the industry average, indicating a potential risk of a significant price drop [5] Group 4 - Chipsource announced an investment in TianSui Chip Technology, acquiring control of ZhiDian Semiconductor, with a capital increase of 940 million yuan [6] - The company will hold a 40% stake in TianSui Chip Technology, becoming its largest shareholder [6] Group 5 - Aerospace Electronics reported a stock price increase of 123.23% since November 27, 2025, indicating a potential market overheating situation [7] - The stock's trading volume has been significant, raising concerns about the sustainability of its current price level [7] Group 6 - Keda Xunfei is collaborating with over 500 intelligent robot manufacturers, providing AI services based on its multi-modal perception and large model capabilities [7] - The company is positioned as a key player in the robotics industry, partnering with leading firms [7] Group 7 - Zhongtai Co. expects a net profit of 420 million to 480 million yuan for 2025, indicating a turnaround from losses [9] - Lier Chemical anticipates a net profit of 460 million to 500 million yuan, representing a year-on-year growth of 113.62% to 132.19% [9]

证券日报网讯1月6日，中泰股份（300435）发布2025年度业绩预告称，公司预计2025年度归属于上市公 司股东的净利润为42000万元至48000万元。 ...

格隆汇1月6日丨中泰股份(300435.SZ)公布，预计2025年归属于上市公司股东的净利润42,000万元～ 48,000万元，同比扭亏，扣除非经常性损益后的净利润40,300万元～46,300万元，同比扭亏。1、上年度 由于公司对全资子公司中邑燃气计提商誉32,417.80万元，造成公司合并口径产生亏损7,796.01万元。本 报告期，中邑燃气已稳定经营，未发生继续减值迹象，无需考虑商誉计提因素，故合并口径业绩转正。 2、本报告期内，由于公司制造板块2025年度海外订单进入发货周期，带动利润大幅增长。3、报告期 内，预计非经常性损益对净利润的影响金额约为1,700万元。 ...

(本文来自第一财经) 中泰股份公告，预计2025年度归属于上市公司股东的净利润为4.20亿元-4.80亿元，上年同期为亏损 7796.01万元。上年度由于公司对全资子公司中邑燃气计提商誉32417.80万元，造成公司合并口径产生亏 损7796.01万元。本报告期，中邑燃气已稳定经营，未发生继续减值迹象，无需考虑商誉计提因素，故 合并口径业绩转正。本报告期内，由于公司制造板块2025年度海外订单进入发货周期，带动利润大幅增 长。 ...