有研新材:预计前三季度归母净利润同比增长最高达127%

Core Viewpoint - Youyan New Materials Co., Ltd. (hereinafter referred to as "Youyan New Materials") expects a significant increase in net profit for the first three quarters of 2025, projecting a range of 230 million to 260 million yuan, representing a year-on-year growth of 101% to 127% [1] Group 1: Performance Drivers - The primary reason for the profit increase is the growth in performance from its subsidiary, Youyan Yijin, which is expected to achieve a net profit of 200 million to 220 million yuan for the first three quarters of 2025. The subsidiary continues to focus on high value-added products, with sales revenue from target materials increasing by over 50% and net profit attributable to shareholders growing by over 40 million yuan [1] - Additionally, Youyan Rare Earth is expected to report a net profit of 7 million to 12 million yuan, marking a turnaround from losses to profitability [1] Group 2: Technology Transfer - In the first three quarters, the company realized a transfer income of 110 million yuan from the transfer of lithium sulfide-related technology, which positively impacted the net profit attributable to shareholders by 48.41 million yuan [1]