香溢融通子公司涉诉，2025年业绩预增超40%

Core Viewpoint - The company is facing a lawsuit related to its subsidiary Shanghai Xiangyi Pawn, which involves a dispute over pawn business amounting to over 31 million yuan, potentially impacting its 2025 performance [1][2]. Recent Events - On February 5, 2026, the company announced that its subsidiary Shanghai Xiangyi Pawn has filed a lawsuit due to a pawn business dispute, with the amount in question being 31 million yuan in principal and penalties. The case has been accepted by the Shanghai Changning District People's Court on February 2, 2026. The company indicated that this overdue project may negatively affect its 2025 performance, although the current market value of pledged stocks can cover the overdue amount [2]. Financial Report Analysis - On February 1, 2026, the company released a performance forecast for 2025, expecting a net profit attributable to shareholders of 74.5 million to 85 million yuan, representing a year-on-year growth of 40% to 60%. The net profit excluding non-recurring items is projected to be between 69 million and 79 million yuan, with the same growth rate. The growth in performance is primarily attributed to a more than 40% increase in revenue from financing leasing and effective recovery of non-performing projects [3]. Stock Performance - Over the past seven trading days (as of February 13, 2026), the company's stock price has experienced a volatile decline, with a range of 4.23% and a latest closing price of 9.64 yuan, reflecting a cumulative drop of 2.43% over five days. In terms of margin trading, on February 10, the company saw a financing purchase of 13.37 million yuan and a repayment of 16.5 million yuan, resulting in a net sell of 3.12 million yuan. The margin trading balance stands at 338 million yuan, down 0.98% from the previous day. Additionally, on February 13, there was a net inflow of 8.64 million yuan from major funds [4]. Institutional Viewpoints - As of February 14, 2026, market sentiment regarding the company is neutral, with low frequency of institutional research and no significant changes in ratings. The fund holding ratio is only 0.03%, indicating general market attention is moderate [5].