Core Viewpoint - After three consecutive years of decline in net profit attributable to shareholders, Jinwo Co., Ltd. (300984.SZ) has reported a strong rebound in its performance, with significant growth expected in revenue and net profit for 2025 [1][2]. Financial Performance - The company anticipates revenue of 1.24 to 1.25 billion yuan for 2025, representing a year-on-year increase of 8.16% to 9.03% [1]. - Net profit attributable to shareholders is projected to be between 46 million and 52 million yuan, reflecting a year-on-year growth of 76.00% to 98.96% [1]. - The non-recurring net profit is expected to be between 41.56 million and 47.56 million yuan, indicating a year-on-year increase of 66.04% to 90.01% [1]. Business Operations - The growth in performance is attributed to continuous revenue increase, effective utilization of new production lines and processes, and improved gross margin compared to the same period last year [1]. - The company received government subsidies amounting to 4.44 million yuan [1]. Product Development - Jinwo Co., Ltd. has expanded its product offerings to include planetary roller screw components and insulated bearing rings, leveraging its technical foundation in bearing manufacturing [1][2]. - The company is focused on producing components such as nuts, rollers, and main screws for planetary roller screws, with a 60%-70% overlap in processing technology with its existing bearing ring business [2]. - The insulated bearing rings aim to provide a cost-effective solution to electrical corrosion in bearings used in variable frequency motors, targeting markets such as new energy vehicles and industrial variable frequency motors [2]. International Expansion - The company has made significant progress in its overseas expansion, including a joint investment in Thailand to establish a production base for planetary roller screws and components [2]. - In North America, a production base is being built in Mexico to deepen collaboration with international bearing giants like Schaeffler and SKF, with plans to commence production in the first half of 2026 [2]. Historical Context - According to a report by Zheshang Securities, the company's sales net profit margin decreased from 9.5% in 2018 to 2.3% in 2024, while the sales gross margin fell from 21.3% to 13.2% during the same period [2]. - Fixed assets increased significantly from 80 million yuan to 650 million yuan, a growth of approximately 734% [2]. - With the completion of process integration and improved capacity utilization, the company's profitability is expected to recover and potentially exceed historical highs [2].

Group 1 - Siyuan Electric reported a total operating revenue of 21.205 billion yuan for 2025, a year-on-year increase of 37.18%, with a net profit attributable to shareholders of 3.163 billion yuan, up 54.35% year-on-year [1] - VisiOn expects a negative net profit for 2025, indicating a loss in operating performance [2] - Chongqing Steel anticipates a net loss of 2.5 billion to 2.8 billion yuan for 2025, which is an improvement from a net loss of 3.196 billion yuan in the previous year [3] - Lianfa Co. forecasts a net profit of 280 million to 320 million yuan for 2025, representing a year-on-year growth of 38.92% to 58.77% [4] Group 2 - CICC announced that the audit work related to the absorption merger with Dongxing Securities and Xinda Securities has not yet been completed [5] - Dalong Real Estate's subsidiary won a project bid worth 763 million yuan [6] - Zhongchuang Zhiling plans to issue convertible bonds to raise no more than 4.35 billion yuan for various projects [7] - Jintong Co. intends to acquire a 24% stake in Jinsha Molybdenum for 1.731 billion yuan [8] Group 3 - Nami Technology expects a net profit of 128 million to 145 million yuan for 2025, an increase of 54.51% to 75.03% year-on-year [9] - China State Construction reported a new contract total of 4.5458 trillion yuan for 2025, a 1% increase year-on-year [12] - China Metallurgical Group's new contract amount for 2025 is expected to decrease by 10.8% to 1.1136 trillion yuan [13] Group 4 - Beiding Co. reported a net profit of 111 million yuan for 2025, a year-on-year increase of 59.05% [14] - Southwest Securities expects a net profit of 1.028 billion to 1.098 billion yuan for 2025, an increase of 47% to 57% [15] - China Eastern Airlines reported a 4.93% year-on-year increase in passenger capacity for December 2025 [20] Group 5 - *ST Aowei's stock may be delisted due to a closing price below par value [21] - Yilian Network expects a net profit of 2.542 billion to 2.648 billion yuan for 2025, a decrease of 0% to 4% year-on-year [22] - Huochen Co. anticipates a net profit of 420 million to 540 million yuan for 2025, recovering from a loss of 2 million yuan in the previous year [17] Group 6 - Guoli Electronics expects a net profit of 68 million to 80 million yuan for 2025, an increase of 124.89% to 164.57% [28] - Jinchuan Group forecasts a net profit of 11 billion to 12 billion yuan for 2025, a year-on-year increase of 73.57% to 89.34% [41] - Triangle Tire plans to invest 3.219 billion yuan in a new tire project in Cambodia [42]

资金面上，该股今日主力资金净流出285.12万元，近5日资金净流出5929.73万元。最新（1月14日）两融 余额2.82亿元，其中，融资余额2.82亿元，环比前一交易日增长10.50%，近5日融资余额累计增长 3.94%。（数据宝） （文章来源：证券时报网） 金沃股份（300984）1月15日发布2025年业绩预增公告，预计实现净利润为4600.00万元~5200.00万元， 净利润同比增长76.00%~98.96%。 证券时报·数据宝统计显示，金沃股份今日收于78.99元，下跌0.72%，日换手率为4.21%，成交额为2.55 亿元，近5日下跌4.61%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布后当日股 价上涨的占比71.11%，股价发布当日股价涨停的有2家。预告发布后5日股价上涨的占比80.00%。 ...

格隆汇1月15日丨金沃股份(300984.SZ)公布，预计2025年归属于上市公司股东的净利润4,600万元–5,200 万元，比上年同期增长76.00%-98.96%，扣除非经常性损益后的净利润4,156万元–4,756万元，比上年同 期增长66.04%-90.01%。 1、2025年度，公司在手订单情况良好，预计实现营业收入12.4-12.5亿元，预计同比增长8.16%-9.03%。 报告期内，受益于公司营业收入的持续增长，以及公司新产线、新工序产能利用率的有效提升，公司毛 利率较去年同期有所提升，盈利能力持续提升。2、预计非经常性损益对本报告期净利润的影响金额约 为444万元，主要为收到的政府补助。 ...

【金沃股份：2025年净利同比预增76%-98.96%】智通财经1月15日电，金沃股份(300984.SZ)公告称，金 沃股份发布2025年度业绩预告，预计归属于上市公司股东的净利润为4,600万元–5,200万元，比上年同期 增长76.00%-98.96%。扣除非经常性损益后的净利润为4,156万元–4,756万元，同比增长66.04%-90.01%。 报告期内，公司营业收入持续增长，新产线及新工序产能利用率提升，毛利率上升，盈利能力增强。 转自：智通财经 ...

金沃股份（300984）(300984.SZ)发布2025年度业绩预告，预计2025年度归属于上市公司股东的净利润 4,600万元–5,200万元，同比增长76.00%-98.96%。 2025年度，公司在手订单情况良好，预计实现营业收入12.4-12.5亿元，预计同比增长8.16%-9.03%。报 告期内，受益于公司营业收入的持续增长，以及公司新产线、新工序产能利用率的有效提升，公司毛利 率较去年同期有所提升，盈利能力持续提升。 ...

人民财讯1月15日电，金沃股份（300984）1月15日发布业绩预告，预计2025年归母净利润4600万元— 5200万元，同比增长76.00%—98.96%。报告期内，受益于公司营业收入的持续增长，以及公司新产 线、新工序产能利用率的有效提升，公司毛利率较上年同期有所提升，盈利能力持续提升。 ...

21智讯1月15日电，金沃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4600 万元—5200万元，同比预增76.00%—98.96%；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4156万元—4756万元，同比预增66.04%—90.01%，1、2025年度，公司在手订单情况良 好，预计实现营业收入12.4-12.5亿元，预计同比增长8.16%-9.03%；报告期内，受益于公司营业收入的 持续增长，以及公司新产线、新工序产能利用率的有效提升，公司毛利率较去年同期有所提升，盈利能 力持续提升。2、预计非经常性损益对本报告期净利润的影响金额约为444万元，主要为收到的政府补 助。 ...

金沃股份公告，预计2025年度净利润为4600万元–5200万元，同比增长76.00%-98.96%。预计营业收入为 12.4-12.5亿元，同比增长8.16%-9.03%。预计非经常性损益对本报告期净利润的影响金额约为444万元， 主要为收到的政府补助。 ...

每经AI快讯，1月15日，金沃股份（300984）(300984.SZ)发布2025年度业绩预告，预计归属于上市公司 股东的净利润为4,600万元~5,200万元，比上年同期增长76.00%~98.96%。扣除非经常性损益后的净利润 为4,156万元~4,756万元，同比增长66.04%~90.01%。报告期内，公司营业收入持续增长，新产线及新工 序产能利用率提升，毛利率上升，盈利能力增强。 ...