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帝科股份:预计2025年净亏损2亿元-3亿元,同比由盈转亏
Di Yi Cai Jing· 2026-01-14 11:19
Core Viewpoint - The company expects a net profit loss of 200 million to 300 million yuan for the year 2025, a significant decline from a profit of 360 million yuan in the same period last year, indicating a shift from profit to loss due to non-recurring gains and losses [1] Financial Performance - The company's net profit attributable to shareholders is impacted by non-recurring gains and losses, with an estimated effect 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 during the reporting period [1] Risk Management - To mitigate the risk of silver price fluctuations, the company has engaged in hedging operations through silver futures contracts and has also conducted silver leasing business [1] - The company reported significant fair value losses related to silver futures and leasing due to a rapid and substantial increase in silver prices during the reporting period [1] Business Development - The company has increased its investment and layout in the storage sector, achieving an integrated industrial layout through the acquisition of Jiangsu Jingkai, which includes chip application development, wafer testing, and chip packaging and testing [1] - The DRAM market has shown continuous improvement, with the storage chip business generating approximately 500 million yuan in revenue, reflecting significant year-on-year growth in both revenue scale and profitability, particularly achieving about 230 million yuan in revenue in the fourth quarter of the reporting period [1]
帝科股份:预计2025年净亏损2亿元~3亿元 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
Mei Ri Jing Ji Xin Wen· 2026-01-14 11:15
Core Viewpoint - The company, DiKe Co., Ltd. (300842.SZ), expects a net profit loss of 200 million to 300 million yuan for the fiscal year 2025, a significant decline from a profit of 360 million yuan in the same period last year [1] Financial Performance - The company's performance fluctuation is primarily attributed to non-recurring gains and losses, with an estimated impact on net profit attributable to shareholders of approximately -400 million to -500 million yuan [1] - The storage chip business achieved revenue of about 500 million yuan during the reporting period, with both revenue scale and profitability significantly increasing year-on-year, particularly in Q4, which recorded approximately 230 million yuan in revenue [1] Risk Management - To mitigate the risk of silver powder price fluctuations, the company has engaged in hedging operations through silver futures contracts and has also implemented a silver leasing business to lower procurement costs [1] - The company reported substantial fair value losses related to silver futures and leasing due to a rapid and significant increase in silver prices during the reporting period [1] Strategic Development - The company has increased its investment and layout in the storage sector, achieving an integrated industrial layout through the acquisition of Jiangsu Jingkai, which encompasses chip application development, wafer testing, and chip packaging and testing [1] - The company plans to continue enhancing its development in the storage market and product research and development to seize opportunities in a high-demand market [1]
帝科股份:预计2025年净亏损2亿元–3亿元 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
Xin Lang Cai Jing· 2026-01-14 11:10
Core Viewpoint - The company, Dike Co., Ltd., expects a net loss of 200 million to 300 million yuan for the year 2025, a significant decline from a profit of 360 million yuan in the previous year, primarily due to non-recurring gains and losses [1] Financial Performance - The expected net profit loss for 2025 is influenced by non-recurring gains and losses, with an estimated impact of approximately -400 million to -500 million yuan on the net profit attributable to shareholders [1] - The storage chip business achieved revenue of about 500 million yuan during the reporting period, with significant year-on-year growth in both revenue scale and profitability, particularly in the fourth quarter, which generated approximately 230 million yuan in revenue [1] Risk Management - To mitigate the risks associated with silver powder price fluctuations, the company has engaged in hedging operations through silver futures contracts and has also undertaken silver leasing business to lower procurement costs [1] - The company reported substantial fair value changes in silver futures and leasing due to a rapid and significant increase in silver prices, leading to considerable losses recognized on the balance sheet date [1] Strategic Development - The company has increased its investment and layout in the storage sector, exemplified by the acquisition of Jiangsu Jingkai, which aims to establish an integrated industrial layout for chip application development, wafer testing, and chip packaging and testing [1] - The company plans to continue enhancing its development in the storage market and product research and development to capitalize on high-demand market opportunities [1]
帝科股份最新公告:预计2025年净亏损2亿元–3亿元
Sou Hu Cai Jing· 2026-01-14 11:06
帝科股份(300842.SZ)公告称,预计2025年度净利润亏损2亿元–3亿元。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。 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 ...
帝科股份:预计2025年度净利润亏损2亿元~3亿元
Sou Hu Cai Jing· 2026-01-14 10:53
(记者 王瀚黎) 免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。 每经AI快讯,帝科股份1月14日晚间发布业绩预告,预计2025年归属于上市公司股东的净利润亏损2亿 元~3亿元,同比由盈转亏。业绩变动主要原因是,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。 每经头条(nbdtoutiao)——海利生物增值9倍并购的企业,估值8个月"腰斩",其第一大客户竟是尚未 成立的公司,离奇的事还不少…… 每日经济新闻 ...
帝科股份:预计2025年净利润亏损2亿元–3亿元
Xin Lang Cai Jing· 2026-01-14 10:49
帝科股份公告,预计2025年度净利润亏损2亿元–3亿元。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。 ...
帝科股份(300842) - 2025 Q4 - 年度业绩预告
2026-01-14 10:42
证券代码:300842 证券简称:帝科股份 公告编号:2026-006 无锡帝科电子材料股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,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 (一)业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 (二)业绩预告情况 二、与会计师事务所沟通情况 本次业绩预告相关的财务数据是公司财务部门初步测算结果,未经会计师事 务所审计。公司已就业绩预告有关事项与 2025 年度审计会计师事务所进行了预 沟通,公司与会计师事务所在业绩预告方面不存在重大分歧。 三、业绩变动原因说明 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 ...
帝科股份(300842) - 关于股票交易异常波动的公告
2026-01-14 10:42
证券代码:300842 证券简称:帝科股份 公告编号:2026-005 无锡帝科电子材料股份有限公司 3. 近期公司经营情况及内外部经营环境未发生重大变化; 4. 经核查,除公司已披露的事项之外,公司、控股股东和实际控制人不存 在关于本公司的应披露而未披露的重大事项或处于筹划阶段的重大事项; 5. 经核查,公司控股股东、实际控制人在股票异动期间不存在买卖公司股 票的行为。 关于股票交易异常波动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况介绍 无锡帝科电子材料股份有限公司(以下简称"公司")股票交易价格连续 两个交易日内(2026 年 1 月 13 日、2026 年 1 月 14 日)收盘价格涨幅偏离值累 计超过 30%,根据《深圳证券交易所交易规则》等相关规定,属于股票交易异 常波动情况。 二、公司关注并核实情况的说明 针对公司股票交易异常波动,公司董事会就相关事项进行了核实,现将有 关情况说明如下: 1. 截至本公告日,公司未发现前期披露的信息存在需要更正、补充之处; 2. 公司未发现近期公共传媒报道了可能或已经对本公司股 ...
帝科股份:存储芯片业务产品系列完备,覆盖主流应用市场
Zheng Quan Ri Bao· 2026-01-14 10:09
Core Viewpoint - The company has established a comprehensive backend supply chain for its storage chip business, indicating significant growth potential in this sector by 2025 [2] Group 1: Storage Chip Business - The company has built a complete backend supply chain for its storage chip business, covering all stages from design to delivery [2] - The company sources DRAM wafers from Changxin Technology for its storage products, ensuring a robust product lineup that addresses mainstream application markets [2] - The company anticipates significant growth in its storage chip business scale by 2025 [2] Group 2: High Copper Paste Solution - The company has successfully achieved large-scale production and shipment of its high copper paste solution with strategic leading customers, effectively reducing metallization costs [2] - The high copper paste solution is recognized and followed by numerous industry clients due to its advantages of reliability, mass production capability, and affordability [2] - The company expects to achieve even larger scale production with strategic customers this year [2]
帝科股份:公司持续关注导电浆料在太空光伏等高可靠性需求领域的应用
Zheng Quan Ri Bao Wang· 2026-01-14 09:41
Core Viewpoint - The company has established a comprehensive backend supply chain for its storage chip business, indicating a strong growth potential in this sector by 2025 [1] Group 1: Storage Chip Business - The company has developed a complete product line for its storage chip business, covering mainstream application markets [1] - The backend supply chain includes stages from solution design to wafer testing, packaging, finished product testing, and delivery [1] - Significant growth in the storage chip business scale is expected by 2025 [1] Group 2: Conductive Paste Applications - The company is continuously exploring the application of conductive paste in high-reliability fields such as space photovoltaics [1]