证券日报网讯1月14日，帝科股份（300842）发布公告称，公司预计2025年1月1日至2025年12月31日归 属于上市公司股东的净利润亏损20000万元至30000万元，上年同期盈利35996.17万元；归属于上市公司 股东的扣除非经常性损益后的净利润盈利16000万元至24000万元，比上年同期下降63.56%至45.34%。 ...

Group 1 - CITIC Securities is projected to achieve revenue of 74.83 billion yuan and a net profit of 30.05 billion yuan in 2025, reflecting a year-on-year growth of 28.75% and 38.46% respectively [4] - Yipin Hong expects a net loss of 313 million to 442 million yuan in 2025, an improvement from a loss of 540 million yuan in the previous year, due to a decline in product sales and gross margin [2] - Jiamai Packaging anticipates a net profit of 85.44 million to 104 million yuan in 2025, a decrease of 43.02% to 53.38% compared to the previous year, attributed to fewer days in the peak season for the beverage industry [3] Group 2 - Jin Haitong forecasts a net profit of 160 million to 210 million yuan in 2025, representing a significant increase of 103.87% to 167.58% year-on-year, driven by growing demand in the semiconductor packaging and testing equipment sector [3] - Jinyu Group expects a net loss of 900 million to 1.2 billion yuan in 2025, widening from a loss of 555 million yuan in the previous year, as both its building materials and real estate businesses are in a downturn [3] - Beichen Real Estate anticipates a net loss of 2.68 billion to 3.31 billion yuan in 2025, primarily due to underperformance in real estate project sales [4]

Core Viewpoint - The company is primarily engaged in the research, production, and sales of conductive paste products used in the metallization of photovoltaic cells, with significant impacts on its financial performance due to non-recurring gains and losses [6]. Financial Performance - The company's net profit attributable to shareholders is affected by non-recurring losses estimated between 400 million to 500 million yuan [6]. - The company incurred a share-based payment expense of approximately 120 million yuan due to the implementation of an equity incentive plan [7]. - Historical net profit and non-recurring profit figures show fluctuations, with a notable increase in revenue from the storage chip business, achieving approximately 500 million yuan in revenue, with a significant growth in the fourth quarter [6][8]. Market Position and Strategy - The company has increased its investment in the storage sector, acquiring Jiangsu Jingkai to enhance its integrated industry layout in chip application development, wafer testing, and chip packaging and testing [6]. - The DRAM market is experiencing a continuous improvement in demand, which has positively impacted the company's storage chip business [6]. Revenue Growth - The revenue from the storage chip business has shown substantial year-on-year growth, particularly in the fourth quarter, where it reached approximately 230 million yuan [6]. - Historical data indicates fluctuations in net profit growth rates, with a significant increase projected for the coming years [8].

北京商报讯（记者 马换换 李佳雪）1月14日晚间，帝科股份（300842）披露公告称，预计2025年度归属 净利润亏损2亿—3亿元。 帝科股份表示，报告期内，公司业绩变动主要源于非经常性损益，对归属净利润的影响金额约为-4亿 至-5亿元。为应对银粉价格波动风险，公司通过白银期货合约进行对冲操作；为降低银粉采购成本和应 对银粉价格波动风险，公司进行了白银租赁业务。本期，银点快速、大幅上涨，公司对白银期货和白银 租赁按照资产负债表日银点计提的公允价值变动损失金额较大。报告期内，公司因实施股权激励计划发 生的归属于上市公司股东的股份支付费用约1.2亿元。 ...

Group 1 - Company expects a loss of 200 million to 300 million yuan in 2025, with a net profit attributable to shareholders (excluding non-recurring gains and losses) of 160 million to 240 million yuan, representing a year-on-year decline of 63.56% to 45.34% [1] - The performance fluctuation is mainly due to non-recurring gains and losses, with an estimated impact of approximately -400 million to -500 million yuan on net profit attributable to shareholders [1] - The company has implemented hedging operations through silver futures contracts to mitigate risks associated with silver powder price fluctuations and has engaged in silver leasing to reduce procurement costs [1] Group 2 - The company has increased investments in the storage sector and achieved an integrated industrial layout through the acquisition of Jiangsu Jingkai, enhancing competitiveness in chip application development, wafer testing, and chip packaging and testing [2] - The DRAM market has shown continuous improvement, with the storage chip business generating approximately 500 million yuan in revenue, significantly increasing both revenue scale and profitability, particularly achieving about 230 million yuan in revenue in the fourth quarter [2] - The company has established R&D and production centers in various regions, including Wuxi, Shanghai, Mianzhuz, Taiwan, and South Korea, and has sales centers in the US, Singapore, and Hong Kong to meet global customer demands for customized product development and high-quality delivery [2]

证券之星消息，帝科股份发布业绩预告，预计2025年全年扣非后净利润盈利1.6亿元至2.4亿元。 公告中解释本次业绩变动的原因为： 1、报告期内，公司业绩变动主要源于非经常性损益，对归属于上市公司股东的净利润的影响金额约 为-4 亿至-5 亿元。为应对银粉价格波动风险，公司通过白银期货合约进行对冲操作；为降低银粉采购 成本和应对银粉价格波动风险，公司进行了白银租赁业务。本期，银点快速、大幅上涨，公司对白银期 货和白银租赁按照资产负债表日银点计提的公允价值变动损失金额较大。 2、报告期内，公司因实施股权激励计划发生的归属于上市公司股东的股份支付费用约 1.2 亿元。 3、报告期内，公司持续加大存储板块投入和布局，通过收购江苏晶凯实现存储业务"芯片应用性开发设 计—晶圆测试—芯片封装及测试"一体化产业布局，提升产业竞争力。同时，DRAM 市场景气度持续提 升，本期存储芯片业务实现营业收入约 5 亿，收入规模和盈利能力均同比大幅增长，尤其是本期第 4 季 度单季度实现营业收入约2.3亿。未来公司将继续加大存储市场开发和产品研发力度，把握高景气市场 机遇。 4、公司在无锡、上海、绵竹、台湾、韩国等海内外国家和地区拥有研 ...

Core Viewpoint - The company, DiKe Co., Ltd., anticipates a net profit loss of 200 million to 300 million yuan for the entire year of 2025, primarily due to non-recurring losses and increased costs associated with silver procurement and stock incentive plans [1] Group 1: Financial Performance - For the first three quarters of 2025, the company's main revenue reached 12.724 billion yuan, a year-on-year increase of 10.55% [3] - The net profit attributable to shareholders decreased by 89.94% to 29.4566 million yuan [3] - The company's debt ratio stands at 81.75%, with investment income reported at -32.407 million yuan and financial expenses at 1.11 billion yuan [3] Group 2: Factors Affecting Performance - The anticipated profit loss is largely attributed to non-recurring losses, with an estimated impact of -400 million to -500 million yuan from silver price fluctuations and related hedging operations [1] - The company incurred approximately 120 million yuan in share-based payment expenses due to the implementation of an equity incentive plan [1] - The storage segment has seen significant investment, with the acquisition of Jiangsu Jingkai enhancing the company's integrated industry layout in chip application development, wafer testing, and chip packaging, leading to a substantial increase in revenue from storage chips [1] Group 3: Market Position and R&D - The company has established R&D and production centers in various regions, including Wuxi, Shanghai, and Taiwan, and has sales centers in the US, Singapore, and Hong Kong to meet global customer demands [2] - The company holds a total of 375 authorized patents, including 291 invention patents, with key patents in the photovoltaic industry supporting mainstream technologies [2]

Group 1 - The company, Dike Co., has indicated that some of its electronic component silver paste has been utilized in the satellite communication sector [2] - The company expects that the aforementioned products will not have a significant impact on its operating performance in the short term [2]

Group 1 - Company expects a loss of 200 million to 300 million yuan in 2025, with a net profit attributable to shareholders (excluding non-recurring gains and losses) of 160 million to 240 million yuan, representing a decline of 63.56% to 45.34% year-on-year [1] - The performance fluctuation is mainly due to non-recurring gains and losses, with an estimated impact of approximately -400 million to -500 million yuan on net profit attributable to shareholders [1] - The company has implemented hedging operations through silver futures contracts to mitigate the risk of silver powder price fluctuations and has engaged in silver leasing to lower procurement costs [1] Group 2 - The company has increased investment in the storage sector and achieved an integrated industrial layout through the acquisition of Jiangsu Jingkai, enhancing competitiveness in chip application development, wafer testing, and chip packaging and testing [2] - The DRAM market has shown continuous improvement, with the storage chip business generating approximately 500 million yuan in revenue, significantly increasing both revenue scale and profitability, particularly achieving about 230 million yuan in revenue in the fourth quarter [2] - The company has established R&D and production centers in various regions, including Wuxi, Shanghai, Mianzhuz, Taiwan, and South Korea, and has sales centers in the US, Singapore, and Hong Kong to meet global customer demands for customized product development and high-quality delivery [2]

Core Viewpoint - The company, Dike Co., Ltd. (300842), anticipates a net profit loss of 200 million to 300 million yuan for 2025, compared to a net profit of 360 million yuan in the same period last year [1] Financial Performance - The significant change in the company's performance is primarily attributed to non-recurring gains and losses, with an estimated impact on net profit of approximately -400 million to -500 million yuan [1] - The company incurred share-based payment expenses of about 120 million yuan due to the implementation of an equity incentive plan [1] Risk Management - To mitigate the risk of silver powder price fluctuations, the company has engaged in hedging operations through silver futures contracts [1] - The company has also undertaken silver leasing business to reduce procurement costs and manage risks associated with silver powder price volatility [1] - The rapid and substantial increase in silver points during the reporting period led to significant fair value loss recognized on silver futures and leasing, calculated based on the balance sheet date [1]