江苏中信博新能源科技股份有限公司2025年年度业绩预告

Core Viewpoint - The company, Jiangsu Zhongxin Bo New Energy Technology Co., Ltd., anticipates a significant decline in its 2025 annual performance, projecting a net loss attributable to shareholders of approximately -9.8 million yuan, compared to a profit of 63.15 million yuan in the previous year [3][4]. Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025 [2]. - The expected net profit attributable to shareholders is approximately -9.8 million yuan, with a net profit of about -43.8 million yuan after deducting non-recurring gains and losses [3]. Previous Year Performance - In the previous year, the total profit was 784.70 million yuan, with a net profit attributable to shareholders of 631.52 million yuan and a net profit of 601.97 million yuan after deducting non-recurring gains and losses [4]. Reasons for Performance Change - The company faces a significant decline in performance due to multiple factors, including fluctuations in upstream component prices, changes in market competition, a complex international operating environment, and exchange rate volatility [6]. - Upstream component price fluctuations have led to delays in investment and construction of terminal power stations, resulting in reduced revenue recognition [6]. - The increasingly complex international trade environment has raised operational costs and strategic investments, particularly in key overseas markets like Saudi Arabia and Europe, impacting current profits [6]. - Exchange rate fluctuations have negatively affected the company's income and financial expenses, particularly due to a high proportion of overseas business settled in foreign currencies [7]. - The competitive landscape in the domestic photovoltaic industry remains severe, with a decline in gross profit margins for fixed support products, which have seen an increase in sales revenue proportion compared to tracking supports [7]. - The company is investing in strategic initiatives such as "tracking+" and "green electricity+" to build long-term competitiveness, which currently requires significant upfront resource investment without immediate revenue contribution [8]. Order Backlog - As of the disclosure date, the company has an order backlog totaling 7.51 billion yuan, with 6.43 billion yuan from photovoltaic tracking support system products and 1.08 billion yuan from other products [8].