桐昆股份发预增，预计2025年度归母净利润同比增幅62.24%至78.88%

Core Viewpoint - Tongkun Co., Ltd. (601233.SH) expects a significant increase in net profit for the year 2025, projecting a range of 1.95 billion to 2.15 billion yuan, representing a year-on-year increase of 748.0964 million to 948.0964 million yuan, with a growth rate of 62.24% to 78.88% [1] Group 1: Company Performance - The company anticipates a notable improvement in operating profit driven by the growth in its filament business, despite the expanded losses in the upstream PTA segment [1] - The projected net profit for 2025 indicates a strong recovery and growth trajectory for the company, reflecting effective management and operational strategies [1] Group 2: Industry Context - The domestic policy in 2025 is expected to effectively reduce the capacity release in the polyester filament industry, optimizing the supply-demand balance and significantly enhancing the profit level per ton [1] - The company’s stake in Zhejiang Petrochemical is contributing positively, as the facility continues to optimize performance and expand its chemical product line, leading to improved margins for certain chemical products [1]