Group 1 - The core viewpoint of the article highlights that Xinlei Co., Ltd. (301317) has reported a significant increase in net profit for 2025, driven by asset disposal gains, despite facing a projected loss in net profit after excluding non-recurring items [1][3] - As of January 30, 2026, Xinlei's stock closed at 42.15 yuan, up 13.37%, with a turnover rate of 20.86% and a trading volume of 108,900 lots, amounting to a transaction value of 444 million yuan [1] - On January 30, the net inflow of main funds was 11.55 million yuan, indicating increased short-term interest from major investors [1][3] Group 2 - Xinlei Co., Ltd. forecasts a net profit attributable to shareholders of 260 million to 320 million yuan for 2025, representing a year-on-year growth of 396.60% to 511.20%, primarily due to approximately 488 million yuan in asset disposal gains from land acquisition [1][3] - The company anticipates a net loss of 47 million to 79 million yuan after excluding non-recurring items, reflecting a year-on-year decline of 214.28% to 306.68%, attributed to increased depreciation from new factories, rising expenses for new business development, and growing financial costs [1][3] - The asset disposal gains may lead to the loss of tax benefits for high-tech enterprises, resulting in an additional tax payment of approximately 48 million yuan [1][3]
股市必读：鑫磊股份（301317）预计2025年全年归属净利润盈利2.6亿元至3.2亿元