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今日晚间重要公告抢先看——中国黄金称公司股票交易存在市场情绪过热 可能存在短期涨幅较大后的下跌风险;白银有色称公司黄金、白银产品的收入占总营业收入比重较低
Jin Rong Jie· 2026-01-29 13:53
Major Announcements - China Gold announced that its stock trading shows signs of market sentiment overheating, which may lead to a risk of short-term declines after significant price increases. The company's P/E ratio is 55.63, significantly higher than the industry median of 28.60 [1] - Zhaojin Mining stated that the prices of its gold and gold concentrate products are highly influenced by fluctuations in gold prices, which could significantly impact its operating performance if gold prices experience large swings [2] - Silver (Core Stock) Nonferrous reported that the revenue from its gold and silver products constitutes a low proportion of total operating income, with gold product sales accounting for 18.67% and silver product sales for 4.54% of total revenue [3] Company-Specific Risks - Hunan Silver (Core Stock) indicated that it has a relatively low amount of proven metal resources compared to industry peers, which poses a resource reserve risk. The company also faces risks from silver price fluctuations and has a low gross margin of 6.54% compared to mining companies [4] - TianShun Wind Energy decided to implement a long-term shutdown of six wholly-owned subsidiaries due to increasing market competition, aiming to optimize resource allocation and focus on core businesses like offshore wind power [5] - Qidi Environment expects a negative net asset value by the end of 2025, which may lead to a risk warning for its stock trading if the audited net assets are confirmed to be negative [6] Performance Forecasts - BlueFocus anticipates a net profit of 1.8 billion to 2.2 billion yuan for 2025, benefiting from growth in overseas business and improved credit management [12] - Shengyi Technology expects a net profit of 3.25 billion to 3.45 billion yuan for 2025, representing a year-on-year increase of 87% to 98% due to rising sales of copper-clad laminates [13] - Sichuan Gold forecasts a net profit of 420 million to 480 million yuan for 2025, up 69.23% to 93.4% year-on-year, driven by increased sales volume and rising gold prices [14] - Dongfang Communication predicts a net profit of approximately 360 million yuan for 2025, a year-on-year increase of about 138.5%, primarily due to significant investment gains from the disposal of financial assets [15] Other Notable Announcements - Yunnan Copper confirmed that its production and operations are normal, with no undisclosed significant matters, despite its stock experiencing a 20% price fluctuation [9] - Liou Co. reported that its operations are normal, with no undisclosed significant matters, and its stock has also seen a significant price fluctuation [10] - Guosheng Securities expects a net profit of 210 million to 280 million yuan for 2025, reflecting a year-on-year increase of 25.44% to 67.25% due to robust business development [29]
万辰集团预计2025年实现净利润12.3亿元至14亿元
Zheng Quan Ri Bao Wang· 2026-01-29 13:41
本报讯(记者桂小笋)1月29日晚间,福建万辰食品集团股份有限公司(以下简称"万辰集团(300972)")发 布了2025年业绩预告。公告显示,公司2025年预计实现营业收入500亿元至528亿元,预计归属于上市公 司股东的净利润为12.3亿元至14亿元。 万辰集团在报告期内"稳步扩张"的同时,坚持"精耕细作",门店网络的广度和商品力及自有品牌开发能 力的深度,共同构成了其坚实基础,而会员生态与即时零售渠道拓展、代言人营销创新等则成为关键的 加速器,助力公司持续巩固市场地位。 其次,食用菌行业历经市场长期调整,2025年下半年企稳回暖。伴随市场行情向好,公司食用菌业务主 要产品销售价格、业务毛利率上升,经营业绩改善。 对于业绩增长的原因,公司从两方面进行了解读。首先,经过多年快速发展,公司门店数量持续增长, 旗下"好想来品牌零食"已成为全国知名连锁品牌,市场领先地位和规模效应日益稳固。2025年,公司在 全国多个省市取得较强的区域优势,销售规模较2024年大幅增加;在规模扩张的同时,公司聚焦核心竞 争力建设,系统性强化供应链与商品力、仓储物流体系、数字化及组织精细化管理、品牌市场赋能与会 员运营等关键环节,并健 ...
万辰集团:预计2025年归母净利润为12.3亿元至14亿元
Bei Jing Shang Bao· 2026-01-29 12:47
公告表示,在量贩零食零售业务方面,2025年,公司在全国多个省市取得较强的区域优势,销售规模较 2024年大幅增加;在规模扩张的同时,公司聚焦核心竞争力建设,系统性强化供应链与商品力、仓储物 流体系、数字化及组织精细化管理、品牌市场赋能与会员运营等关键环节,并健全优化公司长效激励机 制,充分激发组织活力与团队动能。多措并举之下,公司的销售规模以及销售利润率显著上升,2025年 量贩零食业务预计实现营业收入500亿元—520亿元,同比增长57.28%—63.57%,加回计提的股份支付 费用后实现净利润22亿元—26亿元,净利润率为4.40%—5.10%。食用菌业务方面,食用菌行业历经市 场长期调整,2025年下半年企稳回暖。伴随市场行情向好,公司食用菌业务主要产品销售价格、业务毛 利率上升,经营业绩改善。 北京商报讯(记者 郭秀娟 王悦彤) 1月29日,万辰集团发布公告称,预计2025年度归母净利润为12.3亿 元至14亿元。 ...
万辰集团(300972.SZ)发预增,预计2025年度归母净利润12.3亿元至14亿元,增长222.38%至266.94%
智通财经网· 2026-01-29 12:27
智通财经APP讯, 万辰集团(300972.SZ)披露2025年度业绩预告,公司预计归属于上市公司股东的净利 润12.3亿元至14亿元,同比(重组后)增长222.38%-266.94%;扣除非经常性损益后的净利润11.6亿元至13.3 亿元,同比(重组后)增长 245.02%-295.58%。 ...
万辰集团预计2025年归母净利润达12.3亿元至14.0亿元
Bei Jing Shang Bao· 2026-01-29 12:26
为更好匹配即时零售用户的消费特点,好想来对商品结构和仓储策略进行了全面优化。目前,门店在即 时零售平台的商品SKU约1500–2000,且会根据不同区域消费者的口味偏好进行差异化配置。结合时令 热点以及对消费者偏好洞察,好想来推出了线上场景化组合。 其中,万辰集团旗下量贩零食品牌好想来零食乐园(以下简称"好想来")也实现了跨越式发展。数据显 示,2025年公司量贩零食业务预计实现营业收入500亿元-520亿元,同比增长57.28%-63.57%;加回计提 的股份支付费用后预计实现净利润22亿元-26亿元。 同时,万辰集团方面表示,2025年万辰集团也拥抱消费趋势变化,将即时零售作为品牌全渠道拓展新的 新增量。据了解,自2025年6月与美团闪购、淘宝闪购等即时零售平台开展深度合作以来,截至2025年 底,已有近1万家好想来门店接入即时零售业务。2025年6-9月期间,好想来连续三个月订单增幅超过 200%,膨化食品、方便速食、豆制品、碳酸饮料等品类销量屡创新高,线上新客占比突破90%,成功 拓展3-5公里范围的增量市场。 北京商报讯(记者 郭缤璐)1月29日,万辰集团发布2025年度业绩预告,预计2025年全年 ...
万辰集团发预增,预计2025年度归母净利润12.3亿元至14亿元,增长222.38%至266.94%
Zhi Tong Cai Jing· 2026-01-29 12:26
万辰集团(300972)(300972.SZ)披露2025年度业绩预告,公司预计归属于上市公司股东的净利润12.3亿 元至14亿元,同比(重组后)增长222.38%-266.94%;扣除非经常性损益后的净利润11.6亿元至13.3亿元,同 比(重组后)增长245.02%-295.58%。 ...
万辰集团预计2025年业绩实现增长,全年预计录得营收500亿元-528亿元
Huan Qiu Wang· 2026-01-29 12:23
据了解,自2025年6月与美团闪购、淘宝闪购等即时零售平台开展深度合作以来,截至2025年底,已有近1万家好想来门店接入即时零售业务。2025年6-9月 期间,好想来连续三个月订单增幅超过200%,膨化食品、方便速食、豆制品、碳酸饮料等品类销量屡创新高,线上新客占比突破90%,成功拓展3-5公里范 围的增量市场。同时,好想来2025年下半年即时零售订单量环比上半年大幅增长。 【环球网财经报道 记者 李文瑶】1月29日晚,万辰集团(300972.SZ)发布2025年度业绩预告,预计2025年全年实现营业收入500亿元-528亿元,同比增长 54.66%-63.32%;预计归属于上市公司股东的净利润达12.3亿元-14.0亿元。 其中,万辰集团旗下量贩零食品牌好想来零食乐园(以下简称"好想来")凭借覆盖全国的门店网络与精细化运营策略,实现了跨越式发展。数据显示,2025 年公司量贩零食业务预计实现营业收入500亿元-520亿元,同比增长57.28%-63.57%;加回计提的股份支付费用后预计实现净利润22亿元-26亿元,盈利能力 和经营质量稳步提升。 报告期内,其核心品牌好想来,通过创新且精细化的会员运营模式,在 ...
“好想来”被指称重不准 品牌回应:源于新员工操作失误 已重新培训
Bei Jing Shang Bao· 2026-01-29 11:09
(文章来源:北京商报) 好想来表示,公司始终高度重视产品计量与服务质量,所有门店使用的计量器具均依法经检定合格,并 严格执行每日校验制度,如发现误差立即停用并维修或更换,确保计量准确。当地市场监督管理局在关 注到情况后,也已专门到门店现场对相关计量器具进行了核验,并确认电子秤本身符合标准、计量准 确。 北京商报讯1月29日,北京商报记者了解到,有消费者在社交平台发布视频称,其在万辰集团旗下量贩 零食品牌"好想来"门店购买的零食,称重后存在不准确的情况。对此,好想来方面回应北京商报记者 称,关注到此事后,第一时间进行了内部核查,经确认,此次问题源于新员工操作失误。公司已对相关 员工进行重新培训,并在第一时间通过多种渠道主动联系消费者致歉与协商赔偿,但截至目前尚未获得 消费者回应。公司也仍在持续尝试联系该消费者,希望妥善解决此事。 根据上述消费者发布的视频,该消费者购买的笋尖鸡肉肠系列产品,换算重量为76克,实际称重为62.2 克;无穷盐焗大鸡翅系列产品,换算重量为216克,实际称重为202克;小燕子冷萃大鸡爪系列产品,换 算重量为140克,实际称重为126.5克;蒙牛三角芝士产品,换算重量为54克,实际称重为4 ...
晚间公告|1月29日这些公告有看头
Di Yi Cai Jing· 2026-01-29 10:34
Group 1 - Meinian Health plans to participate in the restructuring of Zhejiang Bangjie Holdings, aiming to become the controlling shareholder after the completion of the restructuring [3] - Baiyin Nonferrous Metals reported that the revenue from gold and silver products accounted for a low proportion of total operating income, with gold sales contributing 18.67% and silver sales 4.54% in the first half of 2025 [4] - Tiens Wind Power decided to implement a long-term production suspension for six wholly-owned subsidiaries to optimize resource allocation and focus on core businesses [5] Group 2 - Tongling Nonferrous Metals indicated significant uncertainty in the price fluctuations of its main products, with a low self-sufficiency rate for copper concentrate posing supply stability risks [6] - *ST Aowei received a notice of termination of listing due to its market capitalization falling below 500 million yuan for twenty consecutive trading days [7] - Foton Motor expects a net profit increase of approximately 1551% year-on-year for 2025, driven by sales growth in new energy vehicles and overseas markets [9] Group 3 - Beimo High-tech anticipates a net profit increase of 1076.16% to 1261.87% for 2025, supported by cost control and reduced credit impairment losses [10] - Zhongke Sanhuan forecasts a net profit growth of 566.23% to 899.35% for 2025, attributed to technological innovation and improved operational efficiency [12] - Wancheng Group expects a net profit increase of 222.38% to 266.94% for 2025, driven by growth in its retail business and improved sales margins [13] Group 4 - Huayi Technology anticipates a net profit increase of 191.52% to 330.34% for 2025, benefiting from product optimization and cost reduction measures [14] - Nanmo Biology expects a net profit growth of 269.49% to 423.44% for 2025, supported by increased revenue in the biopharmaceutical sector and improved cost control [15] - Baiao Saitu forecasts a net profit increase of 384.26% to 443.88% for 2025, driven by expansion in overseas markets and recovery in the domestic biopharmaceutical industry [16] Group 5 - Hailanxin expects a net profit increase of 387.47% to 631.2% for 2025, supported by advancements in technology and increased market share in marine observation [17] - Panjiang Co. anticipates a net profit growth of 205.3% to 264.83% for 2025, driven by increased coal production and reduced costs [18] - Huaguang New Materials expects a net profit increase of 104.67% to 141.88% for 2025, with significant growth in the electronic sector [20] Group 6 - Guo Sheng Securities forecasts a net profit increase of 25.44% to 67.25% for 2025, supported by active capital market participation and growth in various business segments [25] - Shengyi Technology expects a net profit growth of 87% to 98% for 2025, driven by increased sales of copper-clad laminates [26] - Sifutian anticipates a net loss of 30 million to 45 million yuan for 2025, although this represents a significant reduction in losses compared to the previous year [27] Group 7 - Maanshan Steel expects a net loss of 1.9 billion to 2.5 billion yuan for 2025, with a substantial reduction in losses compared to the previous year [28] - Shennong Seed Industry forecasts a net profit of 90 million to 120 million yuan for 2025, marking a turnaround from previous losses [30] - Jifeng Co. anticipates a net profit of 410 million to 495 million yuan for 2025, achieving a turnaround from losses [31]
万辰集团:预计2025年度净利润为12.3亿元~14亿元
Mei Ri Jing Ji Xin Wen· 2026-01-29 10:18
每经AI快讯,万辰集团1月29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12.3亿元 ~14亿元,同比增长319.05%~376.97%。业绩变动主要原因是,量贩零食零售业务。经过多年快速发 展,公司门店数量持续增长,旗下"好想来品牌零食"已成为全国知名连锁品牌,市场领先地位和规模效 应日益稳固。2025年,公司在全国多个省市取得较强的区域优势,销售规模较2024年大幅增加;在规模 扩张的同时,公司聚焦核心竞争力建设,系统性强化供应链与商品力、仓储物流体系、数字化及组织精 细化管理、品牌市场赋能与会员运营等关键环节,并健全优化公司长效激励机制,充分激发组织活力与 团队动能。多措并举之下,公司的销售规模以及销售利润率显著上升,2025年量贩零食业务预计实现营 业收入500亿元~520亿元,同比增长57.28%~63.57%,加回计提的股份支付费用后实现净利润22亿元~26 亿元,净利润率为4.4%~5.1%。 (记者 曾健辉) 每经头条(nbdtoutiao)——水贝黄金平台"杰我睿"兑付危机调查:40倍杠杆对赌,金价越涨平台越 亏!老板自称"还在深圳",投资者:兑付方案本金打两折,无法接受 ...