Putailai(SH:603659) Xuan Gu Bao·2026-01-20 12:10Suspension and Resumption - Liao Co., Ltd. has completed the verification and resumed trading [1] - Kailong High-Tech is planning to acquire control of Jinwangda, resulting in stock suspension [2] External Investment and Daily Operations - Baili Tianheng's application for the marketing of iza-bren for the treatment of recurrent or metastatic esophageal squamous cell carcinoma has been accepted and included in the priority review list, marking the first global application for an EGFR×HER3 dual antibody ADC [3] - Huadian Technology has signed a contract worth 374 million yuan for the first phase of a 1 million kilowatt wind-solar hydrogen production project in Inner Mongolia [4] - Jinma Amusement plans to raise no more than 1.05 billion yuan through a private placement for projects related to cultural tourism robots, IP empowerment, and park construction and operation [4] - Zhenyu Technology anticipates a significant increase in orders from the robotics sector by Q4 2025, particularly for dexterous hand components and assemblies [4] Performance Changes - Putailai expects a net profit of 2.3 billion to 2.4 billion yuan in 2025, representing a year-on-year growth of 93.18% to 101.58%, driven by significant increases in wet diaphragm and coating processing business volumes [5] - Hikvision anticipates a net profit of 14.188 billion yuan in 2025, an 18% increase year-on-year [6] - Chipbond expects a net profit of 275 million to 295 million yuan in 2025, reflecting a growth of 71.13% to 83.58% due to breakthroughs in high-end PCB and semiconductor fields [6] - Allwinner Technology forecasts a net profit of 251 million to 295 million yuan in 2025, a growth of 50.53% to 76.92% driven by increased market demand and new product launches [6] - Yanjing Beer projects a net profit of 1.58352 billion to 1.74187 billion yuan in 2025, a growth of 50% to 65% year-on-year [7] - Zhongshi Technology expects a net profit of 330 million to 370 million yuan in 2025, a growth of 63.86% to 83.73% due to increased shipments of thermal materials and components [7] - Yutong Optical anticipates a net profit of 240 million to 280 million yuan in 2025, a growth of 30.75% to 52.54% driven by increased business volume in various optical components [7] - Tonghuashun expects a net profit of 2.735 billion to 3.282 billion yuan in 2025, reflecting a growth of 50% to 80% due to increased activity in the domestic capital market [7] - Tongfu Microelectronics projects a net profit of 1.1 billion to 1.35 billion yuan in 2025, a growth of 62.34% to 99.24% driven by structural growth in the global semiconductor industry [8] - Northeast Securities anticipates a net profit of 1.477 billion yuan in 2025, a growth of 69.06% due to increased investment and wealth management income [8]