2月4日，美畅股份涨5.15%，截至发稿，报18.16元/股，成交5.08亿元，换手率6.80%，总市值122.01亿 元。 资料显示，杨凌美畅新材料股份有限公司位于陕西省杨凌示范区渭惠路东段富海工业园，成立日期2015 年7月7日，上市日期2020年8月24日，公司主营业务涉及从事电镀金刚石线的研发、生产及销售。主营 业务收入构成为：金刚石线86.52%，钨丝废品回收综合处理利用13.48%。 从美畅股份十大流通股东角度 数据显示，华泰柏瑞基金旗下1只基金位居美畅股份十大流通股东。光伏ETF（515790）三季度增持 82.3万股，持有股数305.82万股，占流通股的比例为0.72%。根据测算，今日浮盈赚取约272.18万元。 光伏ETF（515790）成立日期2020年12月7日，最新规模112.53亿。今年以来收益16.38%，同类排名 127/5562；近一年收益56.35%，同类排名888/4285；成立以来收益11.96%。 光伏ETF（515790）基金经理为李茜、李沐阳。 截至发稿，李茜累计任职时间6年94天，现任基金资产总规模526.72亿元，任职期间最佳基金回报 112.26%， 任职期间 ...

2025年度，受下游光伏行业需求疲软及关键原材料钨粉价格显著上涨等因素影响，公司金刚石线业务面 临着一定挑战。公司通过技术改造提升钨丝母线成材率以降低生产成本，同时积极拓展废钨丝金刚石线 回收处理业务，挖掘资源循环价值，实现了净利润的同比增长。 格隆汇1月23日丨美畅股份(300861.SZ)公布，预计2025年归属于上市公司股东的净利润22,000万元～ 26,000万元，比上年同期增长51.18%～78.67%，扣除非经常性损益后的净利润16,500万元～21,000万 元，比上年同期增长76.88%～125.12%。 ...

Group 1 - JunDa Co., Ltd. announced that the comprehensive cost-effectiveness of perovskite photovoltaic technology in extreme space environments remains to be verified [2][5] - The company has invested 30 million yuan to acquire a 16.67% stake in Starwing Chip Energy, but no formal business agreement has been signed for space photovoltaic projects [2][5] - The technology shows potential advantages in lightweight, low cost, and high radiation resistance, but long-term reliability and cost-effectiveness in space are still uncertain [2][5] Group 2 - Aotewei stated that the "space photovoltaic" sector is still in the early exploration and research phase, with significant uncertainties in the industrialization process [3] - The company emphasized that product development to commercial application requires a considerable period, and the impact of related positive expectations on actual operating performance is highly uncertain [3] Group 3 - Tongyu Communications announced its participation in the A1 round financing of Beijing Blue Arrow Hongqing Technology, investing 30 million yuan for a 1.8293% stake [3] - The company will transition from direct to indirect ownership of Hongqing Technology through a partnership agreement [3] Group 4 - Huajin Technology received approval from the China Securities Regulatory Commission for the issuance of H-shares, planning to issue up to 101,573,100 shares [4] - Trina Solar announced a change in the use of remaining raised funds, reallocating 1.7 billion yuan to a new project for distributed smart photovoltaic power station construction [4][5] Group 5 - Yunnan City Investment plans to publicly transfer a 10.5% stake in Qicai Company with a base price of 293 million yuan [6] - Zijin Mining announced the completion of the second phase of the Giant Dragon Copper Mine, increasing production capacity to 350,000 tons per day [6] Group 6 - Shuaifeng Electric expects a net profit loss of 43 million to 62 million yuan in 2025, with potential delisting risk warnings for its stock [7] - Anqi Yeast plans to invest 222 million yuan in a green manufacturing project for yeast products with an annual output of 12,000 tons [7] Group 7 - Zhengzhou Coal and Electricity announced the cessation of production at the Chaohua Coal Mine due to resource depletion and safety risks, expecting a 311 million yuan impairment loss [8] - Oujing Technology announced partial production line shutdowns at its subsidiaries to reduce losses and operating costs [8] Group 8 - North Car Blue Valley plans to invest in the construction of a high-end platform model industrialization and digital upgrade project with a total investment of 1.991 billion yuan [9] - Jingzhida signed a significant contract worth 1.311 billion yuan for semiconductor testing equipment [9] Group 9 - Yanghe Co. announced a cash dividend plan for 2025-2027, committing to distribute no less than 100% of net profit each year [10] - Yanghe Co. also projected a net profit decline of 62.18% to 68.30% for 2025 due to market adjustments and increased channel inventory [10] Group 10 - Huitong Energy expects a net profit decrease of 69.51% to 75.82% for 2025, primarily due to the absence of non-recurring income from property relocation rewards [11] - Dahua Co. reported a net profit increase of 32.65% for 2025, driven by business optimization and cost control [12] Group 11 - Hangzhou Bank reported a net profit increase of 12.05% for 2025, maintaining a stable non-performing loan ratio [12] - Aotejia expects a net profit increase of 41.85% to 79.67% for 2025, supported by sales growth and cost control measures [12] Group 12 - Shenke Co. anticipates a net profit increase of 65.75% to 98.9% for 2025, benefiting from overseas strategy and revenue growth [13] - Pioneering Technology expects a net profit increase of 50.82% to 109.21% for 2025, driven by product technology iterations and market expansion [13] Group 13 - Shanchuang Technology expects a net profit increase of 81.77% to 134.78% for 2025, fueled by demand for enterprise-level storage products [14] - Anshuo Information anticipates a net profit increase of 52.44% to 98.83% for 2025, with government subsidies contributing to the growth [14] Group 14 - Zhongwei Company expects a net profit increase of 28.74% to 34.93% for 2025, driven by increased customer recognition of its plasma etching equipment [15] - Jingfang Technology anticipates a net profit increase of 44.41% to 52.32% for 2025, benefiting from the automotive industry's growth [16] Group 15 - Fuda Alloy expects a net profit increase of 119.14% to 219.95% for 2025, driven by strong demand in emerging applications [17] - Feirongda anticipates a net profit increase of 57.23% to 83.43% for 2025, supported by stable growth in communication and cooling business [17] Group 16 - Licheng Performing Arts expects a net profit decrease of 12.75% to 32.21% for 2025, impacted by regional travel environment fluctuations [22] - Lisheng Pharmaceutical anticipates a net profit increase of 116.77% to 138.44% for 2025, driven by market expansion and product sales [23] Group 17 - JMC reported a net profit decrease of 22.71% for 2025, despite a 2.07% increase in total revenue [27] - Daoshi Technology expects a net profit increase of 206.01% to 269.76% for 2025, driven by overseas business expansion [28] Group 18 - Jin Kai New Energy plans to repurchase shares worth 500 million to 600 million yuan, with a maximum repurchase price of 7.5 yuan per share [29] - Longyun Co. announced a stock suspension due to plans to acquire a 58% stake in Yuheng Film Industry [30]

（编辑 任世碧） 证券日报网讯 1月23日，美畅股份发布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22，000万元至26，000万元，比上年同期增长51.18%至78.67%。 ...

Core Viewpoint - The company expects a significant increase in net profit for the fiscal year 2025, driven by operational improvements despite challenges in the diamond wire business due to market conditions and rising raw material costs [1] Financial Performance - The projected net profit attributable to shareholders is between 220 million to 260 million yuan, representing a year-on-year growth of 51.18% to 78.67% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 165 million to 210 million yuan, with a year-on-year increase of 76.88% to 125.12% [1] Business Challenges and Strategies - The diamond wire business faces challenges due to weak demand in the downstream photovoltaic industry and a significant increase in tungsten powder prices [1] - The company is implementing technical modifications to improve the yield of tungsten wire mother lines to reduce production costs [1] - The company is actively expanding its waste tungsten wire diamond wire recycling business to explore resource recycling value, contributing to the net profit growth [1]

每经AI快讯，美畅股份(300861)1月23日发布业绩预告，预计2025年净利润为2.2亿元至2.6亿元，同比增 长51.18%至78.67%。2025年，受下游光伏行业需求疲软及关键原材料钨粉价格显著上涨等因素影响， 公司金刚石线业务面临着一定挑战。公司通过技术改造提升钨丝母线成材率以降低生产成本，同时积极 拓展废钨丝金刚石线回收处理业务，挖掘资源循环价值，实现了净利润的同比增长。 ...

美畅股份公告，预计2025年度净利润为2.2亿元到2.6亿元，同比增长51.18%~78.67%。2025年度，受下 游 光伏行业需求疲软及关键原材料钨粉价格显著上涨等因素影响，公司 金刚石线业务面临着一定挑 战。公司通过技术改造提升钨丝母线成材率以降低生产成本，同时积极拓展废钨丝金刚石线回收处理业 务，挖掘资源循环价值，实现了净利润的同比增长。 ...

人民财讯1月23日电，美畅股份（300861）1月23日发布业绩预告，预计2025年净利润为2.2亿元—2.6亿 元，同比增长51.18%—78.67%。2025年，受下游光伏行业需求疲软及关键原材料钨粉价格显著上涨等 因素影响，公司金刚石线业务面临着一定挑战。公司通过技术改造提升钨丝母线成材率以降低生产成 本，同时积极拓展废钨丝金刚石线回收处理业务，挖掘资源循环价值，实现了净利润的同比增长。 ...

南财智讯1月23日电，美畅股份发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 22,000万元—26,000万元，同比预增51.18%—78.67%；预计2025年全年归属于上市公司股东的扣除非经 常性损益的净利润为16,500万元—21,000万元，同比预增76.88%—125.12%，2025年度，受下游光伏行 业需求疲软及关键原材料钨粉价格显著上涨等因素影响，公司金刚石线业务面临着一定挑战。公司通过 技术改造提升钨丝母线成材率以降低生产成本，同时积极拓展废钨丝金刚石线回收处理业务，挖掘资源 循环价值，实现了净利润的同比增长。 ...

美畅股份公告，预计2025年度净利润为2.2亿元到2.6亿元，同比增长51.18%～78.67%。2025年度，受下 游光伏行业需求疲软及关键原材料钨粉价格显著上涨等因素影响，公司金刚石线业务面临着一定挑战。 公司通过技术改造提升钨丝母线成材率以降低生产成本，同时积极拓展废钨丝金刚石线回收处理业务， 挖掘资源循环价值，实现了净利润的同比增长。 ...