格林美荆门园区春节不停产 5天1.4万人在岗产值超4亿

Core Viewpoint - Greeenme's production facility in Jingmen operated continuously during the Spring Festival, achieving significant output and setting the stage for a strong first quarter in 2025 [1][3]. Group 1: Financial Performance - Greenme expects to achieve a net profit attributable to shareholders of between 1.429 billion and 1.735 billion yuan in 2025, representing a year-on-year growth of 40% to 70% [4][5]. - The company anticipates total revenue for 2025 to exceed 35 billion yuan, marking a historical high, with a year-on-year revenue growth of 10.55% in the first three quarters of 2025 [5]. - The expected net profit, even at the lower end, will set a new historical record for the company [5]. Group 2: Production and Operations - During the Spring Festival, Greenme maintained 24-hour production, with 14,301 employees on-site and a manufacturing output exceeding 400 million yuan from the first to the fifth day of the festival [1][3]. - The company’s nickel resource project is projected to ship over 110,000 tons of nickel metal in 2025, a year-on-year increase of over 110% [6]. - Greenme's recycling of tungsten resources is expected to exceed 10,000 tons in 2025, establishing it as a leading green tungsten resource industry base [7]. Group 3: Market and Strategic Position - Despite a challenging overall market environment in 2025, Greenme has leveraged its technological advantages and global production capabilities to achieve significant growth in key metal recycling and high-end new energy materials [4]. - The company is enhancing its supply chain resilience through flexible internal supply and external sales systems, ensuring cost competitiveness amid nickel price fluctuations and complex global trade conditions [6][7]. - A recent report from Huaxin Securities indicates that Greenme's self-supply capability for nickel and cobalt is strengthening, predicting sustained revenue growth from 2025 to 2027, supported by structural upgrades in demand for ternary materials [7].