每周股票复盘：海南橡胶（601118）预计2025年上半年扣非后净亏损2.7亿至4亿

Core Viewpoint - Hainan Rubber is facing significant financial challenges, with expected losses in the first half of 2025 due to low natural rubber prices and a sluggish global economy, despite some non-operating income from government compensation projects [2][4]. Group 1: Performance Summary - Hainan Rubber's stock closed at 4.91 yuan on July 11, 2025, up 2.29% from the previous week, with a market capitalization of 21.012 billion yuan, ranking 2nd in the agriculture sector and 784th in the A-share market [1]. - The company anticipates a net profit loss of 2.7 billion to 4 billion yuan (approximately 0.4 billion to 0.6 billion USD) for the first half of 2025, with a total net loss expected to be between 2 billion to 3 billion yuan [2][4]. Group 2: Dividend Announcement - Hainan Rubber announced a cash dividend of 0.0109 yuan per share, with the record date on July 14, 2025, and the payment date on July 15, 2025 [3][4]. - Different tax rates apply to various shareholder types, with individual shareholders facing a tax burden of 20%, 10%, or potentially exempt, while QFII and Hong Kong investors are subject to a 10% withholding tax [3].