“牛股”上纬新材：预计上半年归母净利润同比下降32.91%

Core Viewpoint - The company expects a revenue increase for the first half of 2025, but a significant decline in net profit compared to the same period last year [1] Financial Performance - Projected revenue for the first half of 2025 is 784 million yuan, representing a 12.50% increase year-on-year [1] - Estimated net profit attributable to shareholders is 29.90 million yuan, a decrease of 32.91% compared to the same period last year [1] - The net profit after deducting non-recurring gains and losses is expected to be 26.04 million yuan, down 37.02% year-on-year [1] Factors Influencing Performance - The performance changes are primarily attributed to an increase in overseas sales shipping costs and commissions by approximately 11 million yuan [1] - A significant appreciation of the New Taiwan Dollar against the US Dollar by 11.76% in the second quarter led to foreign exchange losses of about 7.68 million yuan on US dollar receivables [1] - Increased costs related to R&D for recyclable product testing amounting to approximately 5.72 million yuan also impacted the financial results [1]