航天机电(600151) - 2025 Q2 - 季度业绩预告

Current Period Performance Forecast The company anticipates a significant loss for H1 2025, with net profit attributable to shareholders projected to be a loss of RMB 185 million to RMB 265 million 2025 H1 Performance Forecast | Indicator | Estimated Amount (RMB) | | :--- | :--- | | Net Profit Attributable to Shareholders | -185 million to -265 million | | Net Profit After Non-Recurring Items | -205 million to -285 million | - The performance forecast period is from January 1, 2025, to June 30, 2025[4] - The company emphasizes that the financial data in this performance forecast is unaudited by a certified public accountant, but communication has occurred with the accounting firm regarding the forecast[4] Prior Period Performance Review The company's loss significantly widened compared to the prior period, with H1 2024 net profit attributable to shareholders at a loss of RMB 32.8675 million 2024 H1 Performance Data | Indicator | 2024 Semi-Annual Data | | :--- | :--- | | Net Profit Attributable to Shareholders | -32.8675 million RMB | | Net Profit After Non-Recurring Items | -83.4835 million RMB | | Earnings Per Share | -0.0229 RMB | Analysis of Main Reasons for Performance Pre-Loss The significant pre-loss is primarily due to severe challenges in the photovoltaic industry, facing worsened profitability and asset impairment, and the auto parts industry, pressured by weak customer demand and rising aluminum prices - The operating environment for the photovoltaic industry has deteriorated due to intensified "involutionary" competition, electricity price mechanism adjustments, and power curtailment policies, leading to decreased business profitability and the company's provision for impairment on related assets[7] - Profits in both major businesses declined: the photovoltaic industry experienced simultaneous drops in module and silicon ingot volumes and prices due to overcapacity, while the auto parts industry faced dual pressures from lower-than-expected customer demand and rising aluminum prices, resulting in overall losses for both segments[7] Risk Warning The company advises investors that this unaudited performance forecast is a preliminary estimate, and final accurate financial data will be based on the officially disclosed 2025 semi-annual report - This performance forecast represents the preliminary estimation by the company's finance department and has not been audited by an accounting firm[8] - The company reminds investors that specific financial data will be subject to the disclosures in the 2025 semi-annual report, urging cautious decision-making and awareness of investment risks[8]