TKGF(SH:601233) 智通财经网·2026-01-29 10:29Core 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 748.1 million to 948.1 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 polyester filament industry is experiencing a contraction in capacity due to targeted domestic policies, leading to an optimized supply-demand balance and a significant increase in profit per ton [1] - The company’s stake in Zhejiang Petrochemical is contributing positively, as the facility continues to enhance performance and expand its chemical product line, resulting in improved margins for certain chemical products [1]