鼎龙股份(300054.SZ)：预计2025年净利润同比增长34.44%～40.2%

Core Viewpoint - Dinglong Co., Ltd. (300054.SZ) expects a net profit attributable to shareholders of approximately 700 million to 730 million yuan for 2025, representing a year-on-year growth of 34.44% to 40.20% [1] Financial Performance - The company anticipates a net profit of 661 million to 691 million yuan after deducting non-recurring gains and losses, which indicates a growth of 41.00% to 47.40% compared to the previous year [1] - The expected non-recurring gains for the reporting period are approximately 39 million yuan, down from 51.89 million yuan in the same period last year, primarily consisting of government subsidies [1] Business Drivers - The strong growth in semiconductor materials and display materials businesses is a significant support for the company's performance [1] - Continuous improvement in cost control and lean operational efficiency has effectively enhanced overall profitability [1]