XQL Slewing Bearing(SZ:300850) Zhi Tong Cai Jing·2026-01-23 10:46Core Viewpoint - The company expects a significant increase in net profit for the fiscal year 2025, driven by the recovery in the wind power industry and enhanced market share due to technological advantages [1] Financial Performance - The projected net profit attributable to shareholders is between 780 million to 920 million yuan, representing a year-on-year growth of 1093.07% to 1307.21% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 680 million to 820 million yuan, indicating a year-on-year increase of 356.18% to 450.10% [1] Industry Context - The company benefits from a recovering demand in the wind power sector, with continuous release of installation demand [1] - The company has expanded its market share by leveraging its technological advantages [1] Operational Efficiency - The company maintains a high capacity utilization rate and has optimized cost control measures [1] - There has been a steady increase in product gross margin due to a higher proportion of high value-added products [1]