Group 1 - The company, Foxda (603173.SH), expects to achieve a net profit attributable to shareholders of the parent company between 420 million yuan and 500 million yuan for the year 2025, representing a year-on-year increase of 60.82% to 91.45% [1]

国联民生证券承销保荐有限公司关于 杭州福斯达深冷装备股份有限公司 2025 年持续督导工作现场检查报告 上海证券交易所： （三）现场检查时间 2026 年 1 月 26 日-1 月 27 日 （四）现场检查人员 根据《证券发行上市保荐业务管理办法》《上海证券交易所上市公司自律监 管指引第 11 号——持续督导》等有关法律法规和规范性文件的规定，国联民生 证券承销保荐有限公司（以下简称"国联民生承销保荐"、"保荐机构"）作为正在 履行杭州福斯达深冷装备股份有限公司（以下简称"福斯达"、"上市公司"、"公 司"）持续督导工作的保荐机构，对公司自 2025 年 1 月 1 日起至 2025 年 12 月 31 日（以下简称"本持续督导期间"）止的规范运行情况进行了现场检查，现就 现场检查的有关情况汇报如下： 一、本次现场检查的基本情况 （一）保荐机构 国联民生证券承销保荐有限公司 （二）保荐代表人 张兴、张键 2、查阅上市公司定期报告、临时报告等信息披露文件； 张兴、张键 （五）现场检查内容 1 公司治理及内部控制、信息披露、独立性、与关联方的资金往来、募集资金 使用情况、关联交易、对外担保、重大对外投资、公司经营 ...

证券代码：603173 证券简称：福斯达 公告编号：2026-003 杭州福斯达深冷装备股份有限公司 关于实际控制人续签一致行动协议的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 1、各方同意在本协议有效期内采取一致行动，并承诺严格遵守和履行相关 法律、行政法规及规范性文件规定的关于一致行动人的义务和责任。 杭州福斯达深冷装备股份有限公司（以下简称"公司"或"福斯达"）于近 日收到实际控制人葛水福先生、葛浩俊先生及葛浩华先生的通知，鉴于三人签署 的《一致行动协议》即将到期，为保持公司控制权的稳定性，保持公司重大事项 决策的一致性，实际控制人葛水福先生、葛浩俊先生及葛浩华先生于 2026 年 1 月 29 日续签了《一致行动协议》（以下简称"一致行动协议"），具体情况如 下： 一、本次续签一致行动协议的背景情况 葛水福先生、葛浩俊先生及葛浩华先生于 2020 年 12 月 31 日，为保持公司 控制权的稳定性，共同签署了《一致行动协议》，该协议自各方签署之日起生效， 有效期为五年或公司首次公开发行并上市之日起三年（以孰晚 ...

Financial Performance Forecast - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between 420 million to 500 million CNY, representing an increase of 15.88 million to 23.88 million CNY compared to the previous year, which is a year-on-year increase of 60.82% to 91.45%[3]. - The projected net profit after deducting non-recurring gains and losses is expected to be between 401 million to 481 million CNY, an increase of 16.72 million to 24.72 million CNY compared to the previous year, reflecting a year-on-year increase of 71.48% to 105.69%[4]. - The total profit for the previous year was 293.03 million CNY, with a net profit attributable to shareholders of the parent company of 261.16 million CNY[6]. Revenue and Project Management - The company has sufficient orders on hand, with steady progress in domestic and international projects, particularly overseas projects, contributing to stable revenue growth[7]. - The increase in gross profit margin is attributed to a higher proportion of overseas project deliveries compared to the same period last year[7]. - The company has improved its accounts receivable management, resulting in better overall collection performance and a decrease in asset impairment provisions compared to the previous year[7]. Financial Management and Forecast Accuracy - Interest income and foreign exchange gains have significantly increased compared to the previous year, leading to a reduction in financial expenses and an increase in net profit[7]. - The performance forecast is based on preliminary calculations by the finance department and has not been audited by certified public accountants[5]. - Investors are advised to note that the forecast data is preliminary and the accurate financial data will be disclosed in the audited annual report for 2025[9]. - The company does not foresee any significant uncertainties that could affect the accuracy of this performance forecast[8].

福斯达公告称，预计2025年年度归属于母公司所有者的净利润4.20亿元到5.00亿元，同比增加60.82%到 91.45%；扣非净利润4.01亿元到4.81亿元，同比增加71.48%到105.69%。上年同期净利润2.61亿元，扣非 净利润2.34亿元。业绩预增主因"年产10套大型模块化深冷化工装备绿色智能制造建设项目"投产后产能 提升，订单交付使营收增长、毛利率提升；加强应收账款管理，资产减值准备下降；利息收入、汇兑收 益增加使财务费用降低。具体业绩以审计后年报为准。 ...

南财智讯1月29日电，福斯达发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 42000.00万元—50000.00万元，同比预增60.82%—91.45%；预计2025年全年归属于上市公司股东的扣除 非经常性损益的净利润为40100.00万元—48100.00万元，同比预增71.48%—105.69%。本期业绩预增的 主要原因：（一）公司"年产10套大型模块化深冷化工装备绿色智能制造建设项目"投产后，报告期内产 能持续优化提升，大型装备交付能力得到充分保障。公司在手订单充足，国内外项目稳步推进，尤其是 海外项目推进顺利，随着订单实现交付，公司营业收入稳健增长。同时海外项目交付占比提高，整体毛 利率较上年同期有所提升，净利润实现较快增长。（二）报告期内，公司加强应收账款管理，整体回款 情况向好，公司本期计提资产减值准备较上年同期下降。（三）报告期内，公司利息收入、汇兑收益比 上年同期增加较多，公司的财务费用较上年同期有所降低，相应增加净利润。 ...

Summary of Conference Call Notes Industry Focus - The notes primarily focus on the chemical and oil service equipment industries, highlighting recovery opportunities in these sectors [1][2]. Key Points and Arguments 1. **Recent Catalysts for Recovery**: - Brent crude oil prices have halved since their peak in 2022, while the number of active oil rigs in the U.S. is at a historical low [1]. - The gold-to-oil ratio has reached a historical high, indicating a significant disparity in commodity prices [1]. - Global oil service companies are experiencing a continuous reduction in capacity, and the IEA has indicated a severe underinvestment in the global oil and gas sector, particularly in capital expenditures [1]. 2. **Bottoming Indicators**: - Industrial gases, refining, and oil services are identified as sectors nearing a bottoming phase, presenting potential recovery opportunities [1]. - For industrial gases, the average price of liquid oxygen has dropped to 397 RMB/ton, below the cost in most regions, with rare gases like neon and krypton seeing nearly an 80% decline from 2022 highs [1]. - In refining, limited processing capacity is expected by 2026, with overseas refineries exiting the market, which could lead to a supply-demand balance [1]. 3. **Incremental Growth Areas**: - Natural gas and coal chemical sectors are highlighted as areas for potential growth, with significant funding for LNG projects expected in 2026 and 2027 [2]. - The total investment for coal chemical projects in Xinjiang exceeds 700 billion RMB, with ongoing projects accounting for nearly 160 billion RMB [2]. 4. **Impact of Economic Conditions**: - Domestic equipment companies have faced approximately three years of declining orders due to slow economic growth and overinvestment in chemical projects [2][3]. 5. **Geopolitical Factors**: - The presence of U.S. aircraft carrier strike groups in the Middle East and geopolitical tensions involving Venezuela and Iran are contributing to market volatility and supply constraints [5]. - North American snowstorms have led to shutdowns in refining and extraction areas, exacerbating supply tightness [5]. Additional Important Insights - The prolonged low prices of chemical products have accelerated the exit of subpar production capacities both domestically and internationally, while some downstream recovery trends are becoming clearer [4]. - Recommendations include focusing on leading companies in the general chemical equipment sector that are likely to benefit from capacity reductions, such as Hangyang Co., Zhongtai Co., Jereh Co., and others [4].

// 一、市场要闻 // 1、 1月PMI数据将公布 1月31日，国家统计局将公布1月PMI数据。据国家统计局，去年12月PMI为50.1%，比上月上升0.9个百分点，在连续8个月运行在50%以下后升至扩张区 间。 2、 美联储将公布利率决议 本周，美联储将公布利率决议。芝商所的"美联储观察"工具显示，市场认为美联储将在1月货币政策会议上保持利率不变的概率已经达到95%。中信证券 认为，美国检方对鲍威尔的刑事调查无助于施压美联储激进降息，预计美联储今年1月暂停降息。 3、 央行公开市场将有11810亿元逆回购到期 本周央行公开市场将有11810亿元逆回购到期，其中周一至周五分别到期1583亿元、3240亿元、3635亿元、2102亿元、1250亿元。此外，周一还将有2000 亿元MLF到期。 4 、科技巨头陆续公布财报 财报方面，约五分之一的标普500成分股将在本周公布季度业绩，其中包括苹果、微软、Meta和特斯拉这四家"美股七巨头"成员。本轮财报季的一个关键 主题在于：企业是否开始真正从AI相关投资中获益。在2025年末，市场曾担心大规模投向数据中心及其他基础设施的资本支出能否带来回报，这种疑虑 一度打压科 ...

热点情报 金海通股价飙涨100% 1月23日，金海通强势上涨5.53%，收盘价为278.60元，成交额为9.43亿元，总市值攀升至167.16亿元。据统计，自2025年12月31日以来的16个交易日内， 金海通股价累计涨幅超过100%，表现非常亮眼。 公开资料显示，金海通专注于集成电路测试分选机的研发、生产及销售，属于集成电路专用设备领域的测试分选设备。公司产品在全球市场中具有较高的 知名度，广泛应用于半导体封装测试企业、测试代工厂、IDM企业和芯片设计公司。 易方达张坤管理规模下降超百亿元 近日，易方达基金公布了基金经理张坤在管4只产品2025年四季报。从规模看，张坤的管理规模较2024年年末下降超过百亿元，跌至500亿元人民币以下。 4只产品在2025年均实现正向收益，但有3只产品的收益率跑输了各自同期业绩比较基准收益率。 近日，国内人形机器人关节模组头部企业——意优科技"全球首条机器人关节自动化产线"在浦东投产。这是具身智能产业从技术研发迈向规模化制造的关 键跨越，标志着人形机器人核心部件量产瓶颈的突破，为人形机器人的大规模推广应用按下"加速键"。 银河证券认为，人形机器人正从实验室黑科技加速迈向商业量 ...

Group 1: Monetary Policy and Economic Indicators - The Federal Reserve is expected to pause interest rate cuts during its upcoming meeting, with a 95.6% probability of maintaining current rates and only a 4.4% chance of a 25 basis point cut [1] - Beijing's economic development goals for 2026 include a GDP growth target of around 5%, a public budget revenue increase of about 4%, and a control of the urban unemployment rate within 5% [2] - Shandong Province's GDP surpassed 10 trillion yuan, reaching 10,319.7 billion yuan in 2025, marking a 5.5% increase from the previous year [3] Group 2: Financial Regulations and Market Developments - The China Securities Regulatory Commission (CSRC) has released new guidelines for public fund performance benchmarks, establishing a one-year transition period to minimize market impact [4] - The CSRC has expanded the range of futures and options available for domestic trading, adding 14 new products to attract foreign investors [5] - The CSRC imposed a record fine of over 28 million yuan on Zhejiang Ruifengda Asset Management Co., reflecting a zero-tolerance policy towards serious violations in the private fund sector [6] Group 3: Market Movements and Corporate Actions - Samsung Electronics has raised the price of NAND flash memory by over 100% in the first quarter, highlighting a significant supply-demand imbalance in the semiconductor market [9] - Two companies, Fenglong Co. and Jiamei Packaging, have announced stock suspensions for review due to significant price increases of 405.74% and 408.11%, respectively, indicating potential trading risks [10] - Zhongke Aerospace has completed its IPO counseling, marking progress in the commercial rocket sector [11] Group 4: Consumer Products and Promotions - Apple has launched a limited-time discount event on various products, including the iPhone 16 series and MacBook, with savings of up to 1,000 yuan on select items [12]