预计归母净利润同比降超三成！“10倍大牛股”上纬新材披露上半年业绩预告，明日复牌

Core Viewpoint - The company, Aowei New Materials, has voluntarily disclosed its performance forecast for the first half of 2025, expecting a significant decline in net profit due to increased overseas sales costs and commissions [1][3]. Group 1: Performance Forecast - Aowei New Materials anticipates a net profit of 29.90 million yuan for the first half of 2025, representing a year-on-year decrease of 32.91% [1][3]. - The expected operating revenue for the same period is 784 million yuan, reflecting a year-on-year increase of 12.5% [3]. - The net profit attributable to shareholders, excluding non-recurring gains and losses, is projected to be 26.04 million yuan, down 37.02% year-on-year [3]. Group 2: Reasons for Performance Change - The decline in net profit is attributed to an increase in overseas sales costs and commissions by approximately 11 million yuan [3]. - Significant fluctuations in exchange rates in the second quarter resulted in foreign exchange losses of about 7.68 million yuan on accounts receivable in USD [3]. - Increased testing costs for recyclable product research and development amounted to approximately 5.72 million yuan [3]. Group 3: Stock Trading and Control Change - Aowei New Materials' stock was suspended for trading due to abnormal price fluctuations, with a resumption scheduled for August 5, 2025 [4]. - The company's stock price surged from 7.78 yuan to 92.07 yuan per share, becoming a "tenfold bull stock" due to the "embodied intelligent robot" concept and a potential acquisition plan [2][4]. - The acquisition plan involves a holding platform aiming to acquire at least 63.62% of Aowei New Materials' shares, leading to a change in actual control to Deng Taihua and his core team [2][4].