沐邦高科(603398) - 2025 Q2 - 季度业绩预告

Jiangxi Mubang High-Tech Co., Ltd. 2025 Semi-Annual Pre-Loss Announcement Current Period Performance Forecast The company forecasts a net loss for H1 2025, narrowing from the prior year, with attributable net profit between -RMB 180 million and -RMB 150 million, based on unaudited preliminary estimates Estimated Performance for H1 2025 | Metric | Estimated Amount (RMB) | | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | -180.00 million to -150.00 million | | Net Profit Attributable to Parent Company Shareholders (Excluding Non-Recurring Items) | -180.00 million to -148.00 million | - This performance forecast is based on the company's preliminary financial department estimates and has not been audited by a certified public accountant[3] Prior Period Performance Review In H1 2024, the company reported a net loss, with attributable net profit of -RMB 213 million, non-recurring adjusted attributable net profit of -RMB 217 million, and basic EPS of -RMB 0.53 H1 2024 Performance | Metric | H1 2024 Amount (RMB) | | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | -213.11 million | | Net Profit Attributable to Parent Company Shareholders (Excluding Non-Recurring Items) | -216.83 million | | Earnings Per Share | -0.53 | Analysis of Performance Changes Current period losses stem from external market conditions, internal costs, and inventory issues, including intensified competition in the photovoltaic industry, declining product prices, rising manufacturing costs, and significant inventory impairment provisions for silicon wafer/rod business - Gross profit from main operations significantly declined due to continuous price drops in the photovoltaic industry chain and intense competition, with average prices for polysilicon and silicon wafers falling sharply, and silicon wafer price declines exceeding polysilicon[5] - Manufacturing costs increased, primarily due to year-over-year rises in electricity and crucible prices[5] - During the reporting period, inventory impairment provisions for the company's silicon wafer (silicon rod) business significantly increased[5] Risk Warning and Other Notes Management emphasizes that this unaudited preliminary performance forecast may differ from final audited financial data, which will be fully disclosed in the 2025 semi-annual report, urging investors to exercise caution - This performance forecast is a preliminary estimate by the company's financial department, unaudited by a certified public accountant, and its accuracy is uncertain[6] - Specific financial data will be detailed in the company's 2025 semi-annual report, advising investors to be aware of investment risks[7]