大洋生物业绩预增，新材料项目与产能扩张引关注

Performance Overview - The company expects a net profit attributable to shareholders for 2025 to be between 96 million to 110 million yuan, representing a year-on-year growth of 50.60% to 72.56%, primarily driven by the increase in both volume and price of potassium carbonate and veterinary raw materials [2] Project Development - The company plans to invest 193 million yuan to establish a project with an annual production capacity of 2,000 tons of polyether ether ketone (PEEK) and key intermediates, aiming to enter the high-performance engineering plastics market and break foreign monopolies. This project is currently in the planning stage [3] Capacity Expansion - The company currently has an existing production capacity of 600 tons per year for hydrochloride amiphenazole, with an additional 800 tons per year under construction, expected to commence production in June 2026, which is anticipated to further enhance its market share in this business [4] Financial Situation - In January 2026, the company's stock price experienced fluctuations, with significant changes in capital flow, reflecting short-term market sentiment volatility. These changes may be influenced by the earnings forecast and sector rotation [5]