天晟新材遭证监会立案调查 业绩预告扭亏但扣非净利亏损扩大

Regulatory Situation - The company has been investigated by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, with the investigation focusing on undisclosed related party transactions for the year 2023 [2] - The company received a formal notice of the investigation on February 6, 2026, but the final results of the investigation are yet to be determined [2] Company Status - On January 15, 2026, the company announced a control change plan, where two Beijing institutions, Rongsheng Zhizhi and Rongsheng Xintai, will acquire a total of 19.59% voting rights by investing approximately 384 million yuan through the purchase of old shares and full subscription of a private placement [3] - The plan has been disclosed, but further implementation progress needs to be monitored [3] Recent Performance - On January 30, 2026, the company released a performance forecast for 2025, estimating revenue between 440 million yuan and 458 million yuan, with a net profit of 21 million to 31 million yuan, indicating a turnaround to profitability [4] - However, the net profit after deducting non-recurring gains and losses is projected to be a loss of 1.39 billion to 1.29 billion yuan, indicating an expanded loss [4] - The formal annual report has not yet been published [4]