博迁新材(605376) - 2025 Q2 - 季度业绩预告

Current Period Performance Forecast The company anticipates significant growth in H1 2025 net profit attributable to shareholders and non-recurring net profit, with year-on-year increases of 70.40% to 101.55% and 96.96% to 133.61%, respectively Performance Forecast Period The company specifies the forecast period for H1 2025 as January 1 to June 30, 2025, applicable when net profit increases by over 50% year-on-year - The performance forecast period is from January 1, 2025, to June 30, 2025[3] - This performance forecast applies to situations where profitability is achieved, with net profit increasing by over 50% year-on-year[3] Performance Forecast Details The company anticipates significant growth in H1 2025 net profit attributable to shareholders and non-recurring net profit, with year-on-year increases of 70.40% to 101.55% and 96.96% to 133.61%, respectively Key Financial Indicators for H1 2025 Performance Forecast | Indicator | Estimated Amount (RMB 10,000) | Year-on-Year Growth Rate (%) | Year-on-Year Increase (RMB 10,000) | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | 9,300.00 - 11,000.00 | 70.40 - 101.55 | 3,842.26 - 5,542.26 | | Net Profit Excluding Non-Recurring Items | 8,600.00 - 10,200.00 | 96.96 - 133.61 | 4,233.74 - 5,833.74 | - This performance forecast represents preliminary data from the company's finance department and has not been audited by a certified public accountant[5] Prior Period Performance Review The company disclosed H1 2024 net profit attributable to shareholders, non-recurring net profit, and earnings per share, providing a benchmark for the current forecast H1 2024 Performance Review | Indicator | Amount (RMB 10,000) | | :--- | :--- | | Net Profit Attributable to Shareholders | 5,457.74 | | Net Profit Excluding Non-Recurring Items | 4,366.26 | | Earnings Per Share (RMB) | 0.21 | Primary Reasons for Forecasted Performance Increase Significant performance growth is driven by sustained recovery in consumer electronics demand and increased need for high-performance MLCCs in AI servers, improving core business and product mix - Demand in the downstream consumer electronics market continues its 2024 recovery trend[8] - Demand for high-performance MLCCs in terminal equipment such as AI servers is increasing[8] - The company's main business continues to improve, with a significant optimization in its sales product structure[8] Risk Warning The company warns that this performance forecast is preliminary, unaudited, but currently lacks significant uncertainties affecting its accuracy - This performance forecast has not been audited by a certified public accountant and represents preliminary calculations by the company's finance department[9] - The company currently has no significant uncertainties that would affect the accuracy of this performance forecast[9] Other Explanations The company reiterates that forecast data is preliminary and unaudited, advising investors to note investment risks, with final accurate data subject to the official H1 2025 report - The above forecast data represents preliminary calculations by the company's finance department and has not been audited by a certified public accountant[10] - The specific and accurate financial data will be subject to the company's officially disclosed H1 2025 report[10] - Investors are kindly reminded to pay attention to investment risks[10]