日久光电(003015.SZ)：预计2025年归母净利润9300万元-1.2亿元，同比增长37.83%-77.85%

Core Viewpoint - The company expects a significant increase in net profit for the year 2025, with projections indicating a growth of 37.83% to 77.85% compared to the previous year, driven by stable performance in key business segments [1] Group 1: Financial Performance - The projected net profit attributable to shareholders for 2025 is estimated to be between 93 million to 120 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be between 88 million to 113 million yuan, reflecting a growth of 45.66% to 86.21% year-on-year [1] Group 2: Business Drivers - The dimmable conductive film business has shown stable growth and is identified as a key driver of revenue, with applications in automotive sunroofs, side windows, and rearview mirrors [1] - The 2A/3A optical film has achieved a stable sales scale, primarily used in automotive displays and consumer electronics, contributing to significant revenue growth during the reporting period [1] Group 3: Financial Adjustments - The company recognized share-based payment expenses related to the employee stock ownership plan, which reduced net profit attributable to shareholders by approximately 36 million yuan [1] - A deferred tax asset was recognized for unabsorbed losses of a subsidiary, leading to a reduction in income tax expenses by around 13 million yuan [1]