（宏源药业公告） 近日，宏源药业发布公告称，预计2025年度归母净利润为1.13亿元至1.37亿元，较上年同期增长119.57%至166.20%。 扣除非经常性损益后的净利润预计为8200万元至1.06亿元，同比增长782.01%至1040.17%。预计非经常性损益对归母净 利润的影响金额约为3100万元。 业绩变动主要受六氟磷酸锂业务的影响，报告期内新能源车市场及储能市场需求持续增长，导致公司该业务盈利能力 显著改善。 ...

证券日报网讯 1月20日，宏源药业发布公告称，公司2025年报签字注册会计师由李维、彭冬梅变更为李 维、方梦苑，中审众环会计师事务所（特殊普通合伙）内工作调整所致，相关工作已有序交接，不影响 年度审计。 （文章来源：证券日报） ...

关于变更签字注册会计师的公告 证券代码：301246 证券简称：宏源药业 公告编号：2026-002 湖北省宏源药业科技股份有限公司 二、本次变更签字注册会计师的基本信息及诚信和独立性情况 1、基本信息 本次变更签字注册会计师方梦苑，2021 年成为中国注册会计师，2014 年起 开始从事上市公司审计，2012 年起开始在中审众环执业，2025 年度开始为公司 提供审计服务。最近 3 年签署上市公司审计报告 0 家。 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。 湖北省宏源药业科技股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召开的第四届董事会第十次会议和第四届监事会第九次会议，于 2025 年 5 月 16 日召开 2024 年年度股东大会，审议通过了《关于续聘 2025 年度审计机构的 议案》，同意续聘中审众环会计师事务所（特殊普通合伙）（以下简称"中审众环"） 继续作为公司 2025 年度审计机构，负责公司 2025 年度财务报告、内部控制的审 计 工 作 。 具 体 内 容 详 见 公 司 于 2025 年 4 月 25 日 在 ...

Core Insights - A total of 500 companies have released their performance forecasts for 2025, with 147 companies expecting profit increases, representing 29.40% of the total [1] - The overall proportion of companies reporting positive forecasts (profit increases and profit warnings) stands at 34.80%, while 197 companies anticipate losses and 58 expect profit declines [1] - Among the companies forecasting profit increases, 77 expect a net profit growth of over 100%, and 64 expect growth between 50% and 100% [1] Company Performance - The company with the highest expected net profit growth is Huisheng Biological, forecasting a median increase of 1355.24% [3] - Other notable companies include Zhongtai Co., expecting a 677.22% increase, and Nanguang Energy, with a forecast of 667.73% [3] - The average increase in stock prices for companies expecting profit growth this year is 11.62%, outperforming the Shanghai Composite Index [2] - Jin Haitong has seen the largest stock price increase this year, with a rise of 73.83% [2] Industry Insights - Companies expecting profit growth are primarily concentrated in the basic chemical, electronics, and machinery equipment sectors, with 10, 10, and 8 companies respectively [1] - The main board has the highest number of companies forecasting profit increases, with 41 companies, followed by the ChiNext board with 26 companies, the Sci-Tech Innovation Board with 8, and the Beijing Stock Exchange with 2 [1]

Core Viewpoint - The A-share listed companies are gradually disclosing their performance forecasts for the year 2025, with a significant number of companies expecting substantial profit growth, driven by advancements in technology and market demand [1]. Group 1: Performance Forecasts - As of January 17, 2025, 365 listed companies have released their performance forecasts, with 138 companies expecting positive results [1]. - Longxin Bochuang (300548) anticipates a net profit of 320 million to 370 million yuan, representing a year-on-year growth of 344.01% to 413.39% [1]. - Shenghong Technology (300476) expects a net profit of 4.16 billion to 4.56 billion yuan, with a growth rate of 260.35% to 295.00% [4]. - Haitai Technology (301022) forecasts a net profit of 51.5 million to 66.8 million yuan, indicating a growth of 226.86% to 323.97% [8]. - Haineng Technology (920476) projects a net profit of 41 million to 44 million yuan, with a growth of 213.65% to 236.61% [16]. - Hongyuan Pharmaceutical (301246) expects a net profit of 113 million to 137 million yuan, reflecting a growth of 119.57% to 166.2% [17]. - Northern Rare Earth (600111) anticipates a net profit of 2.176 billion to 2.356 billion yuan, with an increase of 116.67% to 134.60% [20]. - Lishang Guochao (600738) forecasts a net profit of 14 million to 17 million yuan, indicating a growth of 92.96% to 134.31% [22]. - Cambridge Technology (603083) expects a net profit of 252 million to 278 million yuan, with a growth of 51.19% to 66.79% [25]. Group 2: Industry Trends - The demand for new generation information technologies such as cloud computing, artificial intelligence, and big data is driving the rapid growth of the data communication market, positively impacting companies' revenues and profits [1]. - Shenghong Technology is consolidating its technological leadership in the global PCB manufacturing sector, with high-end products achieving large-scale production, contributing to significant revenue growth [4]. - Haitai Technology benefits from a high industry boom and increasing orders due to the gradual release of production capacity from its initial public offering projects [8]. - Haineng Technology is experiencing growth in new materials, new energy, and pharmaceuticals, supported by overall market demand recovery [16]. - Northern Rare Earth has successfully increased its sales of lanthanum and cerium products, achieving significant inventory reduction and production growth [20].

Core Viewpoint - The 2025 annual performance forecasts for A-share listed companies are being disclosed, with a significant number of companies expecting substantial profit increases, particularly in sectors driven by new information technologies like cloud computing and artificial intelligence [2][5]. Group 1: Performance Forecasts - As of January 17, 2025, 365 listed companies have released their annual performance forecasts, with 138 companies expecting positive results [2]. - Companies such as Changxin Bochuang, Shenghong Technology, Haitai Technology, Haineng Technology, Hongyuan Pharmaceutical, and Northern Rare Earth are projected to achieve more than double their previous year's performance [2]. - The demand for computing power driven by new information technologies is propelling growth in the data communication market, leading to steady revenue increases for related products and subsequently boosting net profits [2]. Group 2: Specific Company Forecasts - Shenghong Technology anticipates a net profit increase of over 50% for the year, with projections indicating a net profit of 416 million to 456 million yuan, representing a growth of 260.35% compared to the previous year [9]. - Qingdao Haitai Technology expects a net profit increase of 226.86%, with projections of 5.15 million yuan compared to 1.57 million yuan in the previous year [14]. - Hongyuan Pharmaceutical forecasts a net profit of 11.3 million to 13.7 million yuan, reflecting a growth of 119.57% compared to the previous year [19]. - Northern Rare Earth projects a net profit of 217.6 million to 235.6 million yuan, an increase of 116.67% to 134.60% compared to the previous year, aided by strategic adjustments and the exclusion of loss-making subsidiaries from consolidated financial statements [21]. - Lishang Guochao expects a net profit of 140 million to 170 million yuan, indicating a growth of 92.96% to 134.31% compared to the previous year [23].

Core Viewpoint - The article discusses the earnings forecasts for A-share listed companies in 2025, highlighting significant profit growth among several companies due to advancements in technology and market demand [2]. Group 1: Earnings Forecasts - As of January 17, 2025, 365 listed companies have released their earnings forecasts, with 138 companies expecting positive results [2]. - Notable companies such as Changxin Bochuang, Shenghong Technology, Haitai Technology, Haineng Technology, Hongyuan Pharmaceutical, and Northern Rare Earth are projected to achieve substantial profit increases [2]. Group 2: Company-Specific Forecasts - **Changxin Bochuang (300548)**: Expected net profit of 320 million to 370 million yuan, a year-on-year increase of 344.01% to 413.39%. Growth driven by demand for data communication products due to advancements in cloud computing and AI [2][4]. - **Shenghong Technology (300476)**: Anticipated net profit of 4.16 billion to 4.56 billion yuan, reflecting a growth of 260.35% to 295.00%. The company maintains a leading position in global PCB manufacturing, with high-end product sales driving revenue [5][8]. - **Haitai Technology (301022)**: Forecasted net profit of 51.5 million to 66.8 million yuan, a growth of 226.86% to 323.97%. Increased orders and capacity from new projects contribute to revenue growth [8][12]. - **Haineng Technology (920476)**: Expected net profit of 41 million to 44 million yuan, a rise of 213.65% to 236.61%. Growth attributed to market demand recovery and advancements in various sectors [12][13]. - **Hongyuan Pharmaceutical (301246)**: Projected net profit of 113 million to 137 million yuan, an increase of 119.57% to 166.20%. Growth driven by rising demand in the new energy vehicle and energy storage markets [14][16]. - **Northern Rare Earth (600111)**: Expected net profit of 2.176 billion to 2.356 billion yuan, a growth of 116.67% to 134.60%. Increased market expansion and improved product sales contribute to this growth [16]. - **Lishang Guochao (600738)**: Forecasted net profit of 14 million to 17 million yuan, an increase of 92.96% to 134.31%. Strategic adjustments have reduced losses from underperforming subsidiaries [18]. - **Jianqiao Technology (603083)**: Expected net profit of 252 million to 278 million yuan, a growth of 51.19% to 66.79%. Demand from AI and data center construction drives revenue growth [21].

宏源药业（301246）1月16日发布2025年业绩预增公告，预计实现净利润为1.13亿元~1.37亿元，净利润 同比增长119.57%~166.20%。 证券时报·数据宝统计显示，宏源药业今日收于22.57元，上涨1.17%，日换手率为9.58%，成交额为3.44 亿元，近5日上涨2.13%。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68.85%，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77.05%。 资金面上，该股今日主力资金净流入536.35万元，近5日资金净流入5286.84万元。最新（1月15日）两融 余额3.04亿元，其中，融资余额3.04亿元，环比前一交易日增长9.56%，近5日融资余额累计增长 6.49%。（数据宝） （文章来源：证券时报网） ...

Core Viewpoint - Hongyuan Pharmaceutical (301246) expects a significant increase in net profit for the year 2025, projecting a range of approximately 113 million to 137 million yuan, representing a growth of 119.57% to 166.2% compared to the previous year [2] Group 1: Financial Performance - The company anticipates a substantial rise in operating performance for 2025 compared to the same period last year [2] - The expected profit growth is primarily driven by the lithium hexafluorophosphate business [2] Group 2: Market Demand - The demand for new energy vehicles continues to grow, contributing positively to the company's performance [2] - There is a rapid increase in demand within the energy storage market, which has significantly improved the profitability of the lithium hexafluorophosphate business [2]

格隆汇1月16日丨宏源药业(301246.SZ)公布，预计2025年归属于上市公司股东的净利润11,300万元～ 13,700万元，比上年同期增长119.57%～166.20%，扣除非经常性损益后的净利润8,200万元～10,600万 元，比上年同期增长782.01%～1,040.17%。 2025年度经营业绩预计较去年同期大幅上升，主要受六氟磷酸锂业务影响。报告期内，新能源车市场需 求持续增长以及储能市场需求快速增长，公司六氟磷酸锂业务盈利能力显著改善。预计报告期内非经常 性损益对归属于上市公司股东的净利润的影响金额约为3,100万元。 ...