报告期内，受益于公司战略规划明确的四个成长方向均推进顺利，公司毛利率同比持续提升，带动公司 业绩同比上涨。 格隆汇1月19日丨润丰股份(301035.SZ)公布，预计2025年营业收入1,455,000.00万元～1,475,000.00万 元，比上年同期增长9.43%～10.93%，归属于上市公司股东的净利润103,000.00万元～117,000.00万元， 比上年同期增长128.85%～159.95%，扣除非经常性损益后的净利润105,000.00万元～119,000.00万元， 比上年同期增长125.45%～155.51%。 ...

Core Viewpoint - Runfeng Co., Ltd. anticipates a significant increase in both revenue and net profit for the fiscal year 2025, indicating strong growth potential for the company [2] Financial Performance - The company projects a revenue range of 1,455 million to 1,475 million yuan for 2025, representing a year-on-year growth of 9.43% to 10.93% [2] - The net profit attributable to shareholders is expected to be between 103 million and 117 million yuan, reflecting a substantial increase of 128.85% to 159.95% compared to the previous year [2]

Major Events - Hualing Cable announced the termination of the acquisition of control over Xingxin Aerospace due to failure to reach consensus on specific agreement terms, stating that this decision will not adversely affect its operations or financial status [1] - Xianglu Tungsten Industry expects a net profit of 125 million to 180 million yuan for 2025, driven by continuous price increases in tungsten raw materials and improved market conditions [1] Company Announcements - Zhongwei Semiconductor is set to launch its first non-volatile memory chip, a low-power SPI NOR Flash with a capacity of 4M bits, filling a product gap in the Flash sector [2] - Nanshan Aluminum plans to invest approximately 437 million USD in a 250,000-ton electrolytic aluminum project in Indonesia [4] - Xinfengming intends to acquire a 35% stake in Dushan Port Development to enhance its supply chain capabilities [5] - Jiangxi Copper signed a cooperation framework agreement with China Ordnance Material Group for the purchase and sale of copper and nickel products [6] Performance Forecasts - Wan Tong Development expects a net loss of 500 million to 750 million yuan for 2025, attributed to strategic shifts and increased impairment losses [12] - Hunan YN anticipates a net profit of 1.15 billion to 1.4 billion yuan for 2025, driven by growth in lithium battery materials [13] - Tianjian Technology forecasts a net loss of 176 million to 250 million yuan for 2025, with potential delisting risk due to financial performance [14] - Leading companies like Guotou Securities and Xiangcai Securities project significant profit growth for 2025, with Guotou expecting 3.42 billion yuan, a 35.18% increase [27][28] Industry Trends - The tungsten market is experiencing improved supply-demand dynamics, benefiting companies like Xianglu Tungsten [1] - The photovoltaic industry continues to face challenges, with companies like Trina Solar projecting substantial losses due to market pressures [19] - The aluminum sector is seeing investment growth, particularly in overseas projects, as indicated by Nanshan Aluminum's plans [4] Stock Movements - Hualing Cable's stock will not be adversely affected by the termination of the acquisition [1] - Companies like Hunan YN and Guotou Securities are expected to see positive stock performance due to favorable profit forecasts [13][27]

Core Viewpoint - The article discusses the impact of the upcoming export tax rebate cancellation on various companies in the glyphosate industry, highlighting their strategies to mitigate cost pressures and capitalize on market opportunities. Group 1: Company Strategies and Advantages - Xingfa Group, a leading player in the phosphate chemical industry, benefits from a complete supply chain and cost control, allowing it to quickly pass on cost pressures post-export tax rebate cancellation [1][19] - Yangnong Chemical, a leader in the biorational pesticide sector, plans to shift towards high-value formulation exports, leveraging its strong overseas registration and channel networks [2][20] - Hebang Biotechnology has a high self-sufficiency rate in raw materials, which helps it mitigate cost increases and capture orders during overseas inventory replenishment cycles [3][19] - Runfeng Co., a prominent pesticide exporter, can quickly adjust its product structure to high-value formulations, benefiting from its global partnerships and supply chain flexibility [4][20] - Xin'an Chemical, known for its integrated production model, significantly reduces costs and enhances flexibility in price transmission through its dual production of organic silicon and glyphosate [5][21] Group 2: Market Position and Growth Potential - Taihe Co. focuses on raw material production and aims to expand its market share by optimizing production costs and enhancing its domestic formulation market presence [6][22] - Andermatt Biocontrol, a global leader in pesticide formulations, plans to leverage its strong R&D capabilities and global network to maintain market leadership post-tax rebate changes [7][24] - Lier Chemical, with a complete R&D and production system, aims to enhance its market position through technological upgrades and a stable raw material supply chain [8][25] - Nopson, a leading pesticide formulation company, is expected to strengthen its domestic market position by quickly adapting to changes in export pressures [9][26] - Jiangshan Co., a top glyphosate producer, is positioned to benefit from its scale and technological advantages, allowing it to consolidate market share amid industry restructuring [10][28] Group 3: Industry Trends and Challenges - The glyphosate industry is experiencing consolidation, with companies poised to capture market share from smaller players exiting the market due to increased competition and regulatory pressures [11][29] - Companies are focusing on technological advancements and product iterations to address challenges such as glyphosate resistance and to enhance their competitive edge [12][30] - The shift towards high-value formulations and domestic market focus is a common strategy among companies to mitigate the impact of the export tax rebate cancellation [13][34]

润丰股份（301035）(301035.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10.3亿 元至11.7亿元，同比增长128.85%至159.95%;扣除非经常性损益后的净利润10.5亿元至11.9亿元，同比增 长125.45%至155.51%。 报告期内，受益于公司战略规划明确的四个成长方向均推进顺利，公司毛利率同比持续提升，带动公司 业绩同比上涨。 ...

Core Viewpoint - Runfeng Co., Ltd. (301035.SZ) forecasts a net profit attributable to shareholders of 1.03 billion to 1.17 billion yuan for the year 2025, representing a year-on-year increase of 128.85% to 159.95% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 1.05 billion and 1.19 billion yuan, reflecting a year-on-year growth of 125.45% to 155.51% [1] Group 1 - The company benefits from a clear strategic plan with four growth directions that are progressing smoothly [1] - The company's gross profit margin has continuously improved year-on-year, contributing to the overall increase in performance [1]

Group 1 - The company expects a net profit attributable to shareholders of 1.03 to 1.17 billion yuan for 2025, representing a year-on-year growth of 128.85% to 159.95% [1] - The basic earnings per share are projected to be between 3.7 and 4.2 yuan [1] - The performance increase is primarily attributed to the successful advancement of the company's four growth strategies and a continuous improvement in gross profit margin compared to the previous year [1]

人民财讯1月19日电，润丰股份（301035）1月19日发布业绩预告，预计2025年归母净利10.3亿元至11.7 亿元，同比增长128.85%至159.95%。报告期内，受益于公司战略规划明确的四个成长方向均推进顺 利，公司毛利率同比持续提升，带动公司业绩同比上涨。 ...

证券代码：301035 证券简称：润丰股份 公告编号：2026-002 山东潍坊润丰化工股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、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 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况 □扭亏为盈 ☑ 同向上升 □同向下降 注：上表中的"元"、"万元"均指人民币。 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所审计，公司就业绩预告有关事项与年度审计会计师事 务所进行了预沟通，截至目前公司与会计师事务所对本期业绩预告数据内容不存在分歧。 三、业绩变动原因说明 报告期内，受益于公司战略规划明确的四个成长方向均推进顺利，公司毛利率同比持 续提升，带动公司业绩同比上涨。 四、其他相关说明 单位：万元 | 项 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 营业收入 | 1,455,000.00 | | ～ | 1,475,000.00 | 1,329,620.34 | ...

证券代码：301035 证券简称：润丰股份 公告编号：2026-003 山东潍坊润丰化工股份有限公司 关于签订募集资金多方监管协议的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、募集资金基本情况 经中国证券监督管理委员会于2021年6月23日下发的《关于同意山东潍坊润 丰化工股份有限公司首次公开发行股票注册的批复》（证监许可[2021]2113号） 同意，山东潍坊润丰化工股份有限公司（以下简称"公司"或"润丰股份"）向 社会公开发行人民币普通股股票（A股）69,050,000股，每股发行价格为22.04 元，募集资金总额为人民币152,186.20万元，扣除各项发行费用，实际募集资金 净额为人民币142,880.93万元。大信会计师事务所（特殊普通合伙）对公司上述 资金到位情况进行了审验，并于2021年7月23日出具了大信验字[2021]第3-00030 号《验资报告》。公司已按规定对募集资金进行了专户储存管理，并与保荐机构、 开户银行签订了募集资金监管协议。 二、募集资金专户的开立情况和多方监管协议的签订情况 公司于2025年12月18日、2026 ...