Core Viewpoint - Hongsheng Co., Ltd. (stock code: sh603090) experienced a limit-up on February 12, 2026, with a closing price of 77.02 yuan, reflecting a 10% increase and a total market capitalization of 7.702 billion yuan, driven by strong performance forecasts and business optimizations [1][2]. Group 1: Company Performance - The company anticipates a significant increase in net profit for the fiscal year 2025, projected to grow by 52%-72%, with non-recurring net profit expected to rise by 54%-75%, indicating robust profitability and growth potential [2]. - Hongsheng Co. has terminated its loss-making overseas lithium battery PACK e-commerce business, which is expected to reduce losses by approximately 30 million yuan, thereby optimizing its business structure and enhancing profit expectations [2]. Group 2: Financial Health - Financially, the company has shown positive changes, with financial expenses decreasing by 1705.32% year-on-year, primarily due to increased foreign exchange gains; credit impairment losses have also decreased by 192.74%, reflecting reduced provisions for bad debts [2]. - The company has invested 30 million yuan to increase its stake in a subsidiary, strengthening its financial position and laying a foundation for future growth [2]. Group 3: Industry Context - Hongsheng Co. primarily engages in the production of aluminum plate fin heat exchangers and related products, which have broad applications across various sectors [2]. - Recent positive developments in industries such as industrial equipment and automotive are likely to increase demand for heat exchangers, presenting more business opportunities for the company [2]. Group 4: Market Reaction - The stock's limit-up performance may be attributed to favorable fundamentals and market sentiment, with potential capital inflows driven by optimism regarding the company's performance and future prospects [2].
宏盛股份2026年2月12日涨停分析:业绩预增+业务优化+财务改善