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上市公司动态 | 浦发银行2025年净利增10.52%;东鹏饮料净利预增30.46%-37.97%;TCL科技营收破千亿,净利预增169%-191%
Sou Hu Cai Jing· 2026-01-13 19:04
Group 1: Shanghai Pudong Development Bank - The bank reported a net profit of 50.017 billion yuan for 2025, an increase of 10.52% year-on-year [1][2] - Total operating income reached 173.964 billion yuan, reflecting a growth of 1.88% compared to the previous year [2] - The bank's total assets exceeded 1 trillion yuan, reaching 1,008.1746 billion yuan, a 6.55% increase from the previous year [3] Group 2: Dongpeng Beverage - Dongpeng Beverage expects a net profit between 4.34 billion and 4.59 billion yuan for 2025, representing a year-on-year growth of 30.46% to 37.97% [4] - The anticipated operating income is projected to be between 20.76 billion and 21.12 billion yuan, indicating a growth of 31.07% to 33.34% [4] Group 3: TCL Technology - TCL Technology forecasts a net profit of 4.21 billion to 4.55 billion yuan for 2025, marking a significant increase of 169% to 191% year-on-year [5][6] - The company expects to surpass 100 billion yuan in operating revenue, with net profit exceeding 8 billion yuan [5] Group 4: Changjiang Electric Power - Changjiang Electric Power reported a net profit of 34.167 billion yuan for 2025, a 5.14% increase year-on-year [8] - The total operating revenue for the year is expected to be 85.882 billion yuan, reflecting a growth of 1.65% [8] Group 5: China Gold - China Gold anticipates a net profit of 286 million to 368 million yuan for 2025, a decrease of 55% to 65% year-on-year [21] - The decline is attributed to market fluctuations and reduced consumer traffic [21] Group 6: LaKala - LaKala expects a net profit between 1.06 billion and 1.2 billion yuan for 2025, representing a growth of 202% to 242% year-on-year [22] - The increase is primarily due to significant investment income from stock holdings [22] Group 7: Baiwei Storage - Baiwei Storage projects a net profit of 850 million to 1 billion yuan for 2025, indicating a year-on-year increase of 427% to 520% [23] - The growth is driven by improved sales and gross margins in the AI sector [23] Group 8: Shengxin Lithium Energy - Shengxin Lithium Energy forecasts a net loss of 600 million to 850 million yuan for 2025, similar to the previous year's loss [24] - The company attributes the loss to industry supply-demand dynamics and increased exchange losses [24] Group 9: Zhongguancun Online - Zhongguancun Online expects a net loss of 580 million to 700 million yuan for 2025, a significant increase from the previous year's loss of 243 million yuan [25] - The losses are linked to increased promotional investments in overseas markets [25] Group 10: Huaxia Happiness - Huaxia Happiness anticipates a net loss of 16 billion to 24 billion yuan for 2025, a substantial increase from the previous year's loss of 4.817 billion yuan [26] - The decline is due to reduced project turnover and high financial costs [26]
超1200亿元!容百科技签下宁德时代大单
Zheng Quan Shi Bao· 2026-01-13 18:04
容百科技表示,公司磷酸铁锂产品在铁溶出率、首效及压实密度等关键性能指标上处于行业领先地位, 可广泛应用于储能与动力,尤其是高端储能及动力领域。目前,公司已完成三代品、四代品的关键开发 及应用开发,并在量产线上完成五代品开发,各项指标内部测试达标,开始进入应用开发阶段。 在产品工艺方面,容百科技生产流程由15道缩短至6道,投资成本降低约40%,能耗降低约30%;除此 之外,公司已在北美地区投资磷酸铁锂电池回收项目,即使在碳酸锂价格较低的情况下,也能实现盈 利。 面对宁德时代的巨额订单,容百科技在产能上是否已经做好准备?公司指出,接单的信心来自于自身技 术研发和对外并购整合。 1月13日晚间,容百科技发布公告,公司与宁德时代签署《磷酸铁锂正极材料采购合作协议》,自2026 年第一季度开始至2031年,预计将向宁德时代国内区域供应磷酸铁锂正极材料305万吨,总销售金额超 1200亿元,预计将对公司未来经营业绩产生积极且重要的影响。 2025年12月,容百科技宣布拟斥资3.42亿元收购贵州新仁新能源科技有限公司(下称"贵州新仁")部分 股权,并以1.4亿元对后者增资,交易完成后将持有贵州新仁93.2%股份。资料显示, ...
超1200亿元! 容百科技签下宁德时代大单
Zheng Quan Shi Bao· 2026-01-13 17:59
容百科技(688005)与宁德时代(300750)签署305万吨磷酸铁锂大单,总销售金额超1200亿元。 在产品工艺方面,容百科技生产流程由15道缩短至6道,投资成本降低约40%,能耗降低约30%;除此 之外,公司已在北美地区投资磷酸铁锂电池回收项目,即使在碳酸锂价格较低的情况下,也能实现盈 利。 面对宁德时代的巨额订单,容百科技在产能上是否已经做好准备?公司指出,接单的信心来自于自身技 术研发和对外并购整合。 2025年12月,容百科技宣布拟斥资3.42亿元收购贵州新仁新能源科技有限公司(下称"贵州新仁")部分股 权,并以1.4亿元对后者增资,交易完成后将持有贵州新仁93.2%股份。资料显示,贵州新仁拥有年产6 万吨磷酸铁锂产线且具备快速扩产潜力,后续容百科技会将自身新型技术在贵州新仁的产线上快速放 大,实现磷酸铁锂的规模化生产。 1月13日晚间,容百科技发布公告,公司与宁德时代签署《磷酸铁锂正极材料采购合作协议》,自2026 年第一季度开始至2031年,预计将向宁德时代国内区域供应磷酸铁锂正极材料305万吨,总销售金额超 1200亿元,预计将对公司未来经营业绩产生积极且重要的影响。 作为三元材料头部企业, ...
股市必读:富临精工(300432)1月13日主力资金净流入3958.98万元
Sou Hu Cai Jing· 2026-01-13 17:49
Core Viewpoint - Fulin Precision Engineering plans to issue shares to CATL, raising approximately 3.175 billion yuan for various projects, including lithium iron phosphate production and electric drive systems, while establishing a strategic partnership with CATL [3][5][10]. Trading Information Summary - On January 13, 2026, Fulin Precision Engineering's stock closed at 18.69 yuan, down 3.16%, with a turnover rate of 5.05%, trading volume of 854,600 shares, and a transaction value of 1.61 billion yuan [1]. Company Announcement Summary - Fulin Precision Engineering will hold its second extraordinary general meeting on January 29, 2026, to discuss 12 proposals, including issuing shares to specific investors and introducing strategic partners [3]. - The company intends to issue 233,149,124 shares at a price of 13.62 yuan per share, raising a total of 3.175 billion yuan for projects such as a 500,000-ton lithium iron phosphate production facility [5][8]. - CATL is committed to purchasing no less than 3 million tons of lithium iron phosphate products over the next three years and ensuring the supply of lithium salts to Fulin Precision Engineering [3][5]. - The issuance requires approval from the shareholders' meeting and regulatory authorities, with CATL expected to hold over 5% of Fulin Precision Engineering's shares post-issuance [5][9]. - The company has a three-year shareholder return plan, prioritizing cash dividends, with a minimum annual cash distribution of 10% of distributable profits [6][10].
1200亿!宁德时代“疯抢”,特朗普在“焦虑”!
DT新材料· 2026-01-13 16:05
Core Viewpoint - The article highlights the significant partnership between Rongbai Technology and CATL, focusing on the supply of lithium iron phosphate cathode materials, which is expected to generate over 120 billion yuan in sales from 2026 to 2031 [2][3]. Group 1: Partnership and Agreements - Rongbai Technology has signed a procurement cooperation agreement with CATL to supply approximately 3.05 million tons of lithium iron phosphate cathode materials from Q1 2026 to 2031, with a total sales amount exceeding 120 billion yuan [2]. - This agreement follows Rongbai Technology's previous announcement in November 2025, where it became the primary supplier of sodium-ion battery cathode powder for CATL [3]. - The partnership includes opportunities for Rongbai Technology to participate in CATL's new projects and product developments, emphasizing collaboration on quality improvement and rapid delivery [2]. Group 2: Market Trends and Opportunities - The demand for lithium iron phosphate is surging, particularly in overseas markets, driven by advancements in solar and energy storage technologies, which are lowering costs and enabling the growth of distributed power systems [3]. - The article notes that the global energy storage market is poised for explosive growth, with lithium iron phosphate batteries holding a 92.5% share in the energy storage sector due to their safety, long cycle life, and cost-effectiveness [6]. - The increasing energy consumption of AI data centers is creating a significant demand for reliable energy storage solutions, further enhancing the market potential for lithium iron phosphate batteries [4][6]. Group 3: Industry Dynamics - The article discusses the structural differentiation in the domestic lithium iron phosphate industry, highlighting a surplus in low-end products while high-end products remain in short supply [6]. - The fourth-generation lithium iron phosphate products, characterized by high pressure and density, are crucial for meeting fast charging and high energy density demands, indicating a high technical barrier in this segment [6]. - CATL's orders often include technical cooperation clauses, aiming to secure high-quality production capacity in response to the growing demand for advanced lithium iron phosphate products [6].
重大资产重组,拟终止!原因披露
Core Viewpoint - The company is planning to strengthen its strategic partnership with CATL by issuing shares to introduce CATL as a strategic investor, while terminating a major asset restructuring plan [1][4]. Group 1: Share Issuance and Financial Details - The company intends to raise approximately 3.175 billion yuan through a share issuance at a price of 13.62 yuan per share, with a total of 233,149,124 shares to be issued [1]. - The funds raised will be allocated to various projects, including a 500,000-ton high-end lithium iron phosphate project, key components for electric drive systems, and robotic integration projects [2]. Group 2: Strategic Business Transformation - The company is transitioning from traditional precision processing to smart control and mechatronics, aiming to enhance its capabilities in the robotic joint sector and engage in humanoid robot applications [3]. - The partnership with CATL is expected to deepen the collaboration within the supply chain and support the company's strategic goals of becoming a leader in lithium iron phosphate and intelligent control [3]. Group 3: Termination of Major Asset Restructuring - The decision to terminate the major asset restructuring was made to enhance the strategic partnership with CATL and to facilitate deeper cooperation in the new energy sector [4]. - The company will continue to hold a controlling interest in Jiangxi Shenghua, which remains a subsidiary, while the restructuring was initially aimed at equity cooperation at the project company level [5].
富临精工(300432.SZ)拟引入宁德时代作为战略投资者
智通财经网· 2026-01-13 15:05
Core Viewpoint - The company, Fulin Precision, aims to strengthen its strategic partnership with CATL by issuing shares to introduce CATL as a strategic investor, enhancing collaboration in the new energy sector and improving its competitive edge in lithium battery materials and intelligent control components [1] Group 1: Strategic Partnership - The company seeks to deepen its collaboration with CATL, a leading player in the downstream market, to enhance industry chain cooperation and resource integration [1] - The partnership aims to support the company's strategic goals of becoming a leader in lithium iron phosphate and intelligent control systems [1] Group 2: Fundraising and Project Allocation - The total amount to be raised from the share issuance is 3.175 billion yuan, which will be allocated to various projects [1] - The funds will be used for projects including a 500,000-ton high-end energy storage lithium iron phosphate project, key components for electric drive systems in new energy vehicles, robotic integrated electric joints, intelligent chassis control systems, and low-altitude flying vehicle power systems [1]
富临精工:与宁德时代新能源科技股份有限公司签署了《战略合作协议》
Mei Ri Jing Ji Xin Wen· 2026-01-13 14:34
(记者 曾健辉) 每经头条(nbdtoutiao)——"春节也要加班,抢在4月1日前交货"!有光伏企业在抢出口,也有企业很 纠结:白银等原材料成本激增,决策困难 每经AI快讯,富临精工1月13日晚间发布公告称,富临精工股份有限公司于2026年1月13日召开第五届 董事会第三十次会议,审议通过公司本次向特定对象发行股票相关事项。为有效实施公司发展战略和经 营规划,公司与宁德时代新能源科技股份有限公司签署了《战略合作协议》,就战略合作具体事宜进行 约定。 ...
富临精工:拟向特定对象增发募资不超过约31.75亿元
Mei Ri Jing Ji Xin Wen· 2026-01-13 14:34
Group 1 - The core point of the article is that Fulin Precision Engineering has announced a stock issuance to a specific entity, CATL, which will become a major shareholder post-transaction [1] - The stock issuance involves approximately 233 million shares, not exceeding 30% of the company's total share capital prior to the issuance [1] - The issuance price is set at 13.62 yuan per share, aiming to raise approximately 3.175 billion yuan, which will be used for various high-tech projects including a 500,000-ton high-end energy storage lithium iron phosphate project [1][1][1] Group 2 - The transaction constitutes a related party transaction as CATL will hold more than 5% of the company's shares after the issuance [1] - The funds raised will also support projects related to key components for electric drive systems in new energy vehicles, robotic integration, and low-altitude flying vehicle power systems [1][1]
容百科技:关于与宁德时代签署日常经营重大合同的公告
(编辑 丛可心) 证券日报网讯 1月13日,容百科技发布公告称,公司与宁德时代签署《磷酸铁锂正极材料采购合作协 议》,自2026年第一季度开始至2031年,容百科技合计为宁德时代供应国内区域磷酸铁锂正极材料预计 为305万吨,协议总销售金额超1200亿元。本次交易不构成关联交易或重大资产重组,无需提交董事会 及股东会审议。 ...