作者| 糖炒山楂 编辑| Mia 《小城大事》收官，《生命树》定档。以头部大剧为坐标，2026开年档开始了新一轮的"交接"。 到目前为止，2026开年档的大剧上新战已经持续了三轮：以《骄阳似我》《罚罪2》《人之初》为代表 的赶在2025年岁末上线的剧集；以《小城大事》《轧戏》为代表的1月中上旬上新的剧集；还有就是在 中下旬集中上线的《太平年》《女神蒙上眼》、于近两日上线的《生命树》《唐宫奇案》《年少有为》 等。 据娱乐独角兽不完全统计，以1月为主要播出周期、或在1月上线的长剧，大约有25部之多。在长剧产量 整体下滑、平台上新量下滑的大趋势下，这多少有些"逆势而行"。 | | | | | 2026开年剧统计 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 剧名 | 播出日期 | 题材 | 播出平台 | 出品方 | 主演 | | l | 骄阳似我 | 12月22日 | 都市爱情 | 腾讯视频 | 西感影业 | 宋威龙、赵今麦 | | 2 | 罚罪2 | 12月25日 | 刑侦剧 | 爱奇艺 | 捷成股份 | 黄景瑜、王传君、梁洁 | | చ | 道 ...

Performance Forecast - The company expects a positive net profit for the year 2025, indicating a turnaround from previous losses, with an estimated net profit of between 72 million and 76 million RMB [3] - The estimated net profit after deducting non-recurring gains and losses is projected to be between 56 million and 60 million RMB, with non-recurring gains expected to be around 16 million RMB [3] Business Performance Drivers - The gaming segment is projected to generate a net profit of between 83 million and 87 million RMB, benefiting from the launch of new games such as "Zhu Xian World" and "Persona: Nightshade" [4] - The esports business continues to grow, contributing stable revenue through a comprehensive event system and refined product operations [4] - Cost reduction and efficiency improvement measures have positively impacted overall business performance [4] Future Outlook - The company plans to focus on key gaming categories and projects, enhancing existing games while developing new genres such as SLG and casual games [5] - The upcoming supernatural urban open-world RPG "Yihuan" is set for testing in early February 2026, generating market anticipation [5] - The esports segment will continue to develop through events and product operations, with the DOTA2 International Invitational (TI2026) scheduled for August 2026 [5] Film and Television Business - The film and television segment is expected to achieve a net profit of approximately 2 million RMB, with a net profit of around 4 million RMB after deducting non-recurring gains and losses [6] - The company is focusing on a "quality over quantity" strategy, producing high-quality content that has received positive market feedback [6] Asset Impairment Provision - The company plans to recognize an asset impairment provision of approximately 26 million to 29 million RMB for the year 2025, which is expected to reduce net profit by 25 million to 28 million RMB [10][16] - The impairment provision includes expected losses from receivables, inventory, long-term equity investments, and intangible assets [11][13][15]

Core Viewpoint - Perfect World is expected to achieve a net profit attributable to shareholders of between 720 million to 760 million yuan and a net profit excluding non-recurring items of between 560 million to 600 million yuan in 2025, marking a turnaround from losses in the previous year [1] Group 1: Gaming Business - The gaming segment is projected to generate a net profit attributable to shareholders of 830 million to 870 million yuan and a net profit excluding non-recurring items of 650 million to 690 million yuan in 2025 [1] - Key game releases include "Zhu Xian World" launching in December 2024, "Zhu Xian 2" in August 2025, and "Persona: Nightshade" in late June to early July 2025 for overseas markets, contributing significantly to the company's performance [1] - The company aims to focus on existing successful game categories while exploring new genres such as SLG and casual games, alongside enhancing its international business [1] Group 2: Esports Business - The esports segment is expected to continue its growth trend in 2025, driven by a comprehensive event system that enhances product operations and increases revenue compared to the previous year [2] - The company plans to deepen its esports ecosystem by integrating product operations, market promotion, technical empowerment, and event ecosystem upgrades [2] Group 3: Film and Television Business - The film and television segment is anticipated to achieve a net profit attributable to shareholders of approximately 20 million yuan and a net profit excluding non-recurring items of about 40 million yuan in 2025 [2] - The business strategy focuses on "quality over quantity," emphasizing the production of high-quality long and short dramas to provide premium content to audiences [2] Group 4: Overall Business Strategy - In 2025, Perfect World has clarified its strategic positioning and development layout across gaming, esports, and film sectors, aiming to enhance management efficiency and value creation [2] - The company is committed to improving process governance, refining assessment mechanisms, and building talent pipelines to support business growth [2]

Group 1: Earnings Forecasts - Han's Laser expects a net profit of 1.85 billion to 2.15 billion yuan for 2025, marking a turnaround from losses in the previous year [9] - Zhongji Xuchuang anticipates a net profit increase of 89.50% to 128.17% for 2025, projecting profits between 9.8 billion to 11.8 billion yuan [2] - Perfect World forecasts a net profit of 720 million to 760 million yuan for 2025, also reversing previous losses [25] - Yihua Lifestyle expects a net profit of 8 billion to 10 billion yuan for 2025, compared to a loss of 1.696 billion yuan in the previous year [21] - Guizhou Mingzhu anticipates a staggering net profit increase of 2908.49% to 3577.04% for 2025, projecting profits between 166 million to 203 million yuan [25] - Kexing Pharmaceutical expects a net profit increase of 328.83% to 455.89% for 2025, projecting profits between 135 million to 175 million yuan [28] Group 2: Capital Raising and Investments - Newray plans to raise no more than 1.316 billion yuan through a private placement for high-performance CNC blade industrial park projects [3] - Liyang Chip intends to raise up to 970 million yuan for integrated circuit testing projects and other initiatives [4] - Kid King plans to invest 3.3 million yuan to establish a joint venture focused on online business model innovation for family consumption [6] Group 3: Industry Developments - Tianqi Lithium's subsidiary has produced its first batch of chemical-grade lithium concentrate as part of its expansion project [5] - Yihua Lithium's subsidiary has signed a framework agreement with Indonesian state-owned enterprises to collaborate on the entire supply chain for electric vehicle batteries [7] - Longyuan Power expects a net profit increase of 51% to 73% for 2025, driven by improved profitability in its core thermal power business and expansion in renewable energy [18]

北京商报讯（记者 魏蔚）1月30日，根据2025年完美世界发布的2025年业绩预告，公司实现净利润7.2亿 元-7.6亿元，较2024年扭亏。 ...

Core Viewpoint - Perfect World (002624.SZ) is expected to turn a profit in 2025, with a projected net profit attributable to shareholders ranging from 720 million to 760 million yuan, and a net profit excluding non-recurring gains and losses estimated between 560 million to 600 million yuan [1] Group 1: Financial Performance - The company anticipates a significant turnaround in profitability for the fiscal year 2025, moving from a loss to a profit [1] - The projected net profit range indicates a strong recovery, with figures suggesting a positive financial outlook for the company [1] Group 2: Game Releases and Revenue Drivers - The launch of the online game "Zhu Xian World" in December 2024, along with the public beta of "Zhu Xian 2" in August 2025, is expected to contribute positively to revenue [1] - The game "Persona: Midnight Mirage" is set to enter the Japanese and European markets between late June and early July 2025, which is anticipated to further enhance performance [1] Group 3: E-sports Business Growth - The company's e-sports business continues to show growth, driven by a multi-dimensional event system that enhances product operations [1] - Revenue from the e-sports segment has increased compared to the previous year, providing stable contributions to overall performance [1]

Group 1 - CICC expects a net profit of 8.542 billion to 10.535 billion yuan for 2025, an increase of 50% to 85% year-on-year [1] - Huizhi Micro anticipates a net loss of 168 million to 235 million yuan for 2025, with revenue projected between 800 million to 860 million yuan [2] - Century Ruier forecasts a net profit of 44.8 million to 58 million yuan for 2025, representing a year-on-year increase of 31.1% to 69.73% [3] Group 2 - Huazi Industrial predicts a net profit of 58 million to 68 million yuan for 2025, an increase of 128% to 167% year-on-year [4] - Tianzhong Precision expects a net profit of 14 million to 17 million yuan for 2025, recovering from a loss of 154 million yuan in the previous year [5] - Meilixin anticipates a net loss of 455 million to 680 million yuan for 2025, compared to a loss of 164 million yuan in the previous year [6] Group 3 - Perfect World expects a net profit of 720 million to 760 million yuan for 2025, recovering from a loss of 1.288 billion yuan in the previous year [7] - Aerospace Hongtu forecasts a net loss of approximately 1.03 billion yuan for 2025 [8] - Tianma Zhikong anticipates a net profit of 84 million to 113 million yuan for 2025, a decrease of 66.61% to 75.26% year-on-year [9] Group 4 - Lianhuan Pharmaceutical received a drug registration certificate for lidocaine hydrochloride gel, which is used for local anesthesia [10] - Qiaoyin Co. won a sanitation and landscaping integrated service project worth 61 million yuan [11][12] - Kangtai Medical obtained a medical device registration certificate for a non-invasive ventilator [13] Group 5 - Wanhua Chemical plans to invest 19.086 billion yuan in its wholly-owned subsidiary Wanhua Olefins [14] - Zhongyuan New Materials expects a net profit of 52 million to 71 million yuan for 2025, a decrease of 44.22% to 59.15% year-on-year [15] - Taiji Group forecasts a net profit of 110 million yuan for 2025, an increase of approximately 313% year-on-year [16] Group 6 - Changjiang Securities expects a net profit of 3.695 billion to 3.668 billion yuan for 2025, an increase of 101.37% year-on-year [17] - Kanglongda anticipates a net profit of 80 million to 120 million yuan for 2025, recovering from a loss of 486 million yuan in the previous year [18] - Tainkang's subsidiary received a drug registration certificate for nimodipine injection [19] Group 7 - Kaiyin Technology forecasts a net profit of 26 million to 38 million yuan for 2025, a decrease of 73.31% to 81.74% year-on-year [20] - Xinyuren anticipates a net loss of 400 million to 480 million yuan for 2025 [21] - Aopumai expects a net profit of around 42 million yuan for 2025, an increase of 99.5% year-on-year [22] Group 8 - Zhaofeng Co. forecasts a net profit of 330 million to 370 million yuan for 2025, an increase of 136.26% to 164.89% year-on-year [23] - Aerospace Power anticipates a net loss of 178 million to 210 million yuan for 2025 [24] - Zhongwang Software expects a net profit of 16 million to 24 million yuan for 2025, a decrease of 62.48% to 74.99% year-on-year [25] Group 9 - Gansu Energy's wind power project has begun generating electricity, contributing to its renewable energy capacity [26] - Jinfeikeda has been selected as a designated supplier for an international automotive manufacturer [27] - Tibet Mining anticipates a net loss of 20 million to 40 million yuan for 2025, compared to a profit of 112 million yuan in the previous year [28] Group 10 - Haizheng Biomaterials expects a net profit of 750,000 to 950,000 yuan for 2025, a decrease of 73.24% to 78.88% year-on-year [29] - Shanwaishan forecasts a net profit of 140 million to 159 million yuan for 2025, an increase of 98% to 125% year-on-year [30] - Zhifei Biology's clinical trial application for a vaccine has been accepted [31][32] Group 11 - Zhengbang Technology anticipates a net loss of 470 million to 600 million yuan for 2025, compared to a profit of 216.4 million yuan in the previous year [33] - Pingmei Co. expects a net profit of 382 million to 432 million yuan for 2025, a decrease of 81.62% to 83.74% year-on-year [34] - Narui Radar forecasts a net profit of around 118 million yuan for 2025, an increase of 54.16% year-on-year [35] Group 12 - Western Gold anticipates a net profit of 425 million to 490 million yuan for 2025, an increase of 67.58% to 93.21% year-on-year [36] - Xinghui Entertainment expects a net profit of 270 million to 351 million yuan for 2025, recovering from a loss of 458 million yuan in the previous year [37] - Meiansen received an administrative regulatory decision from the Chongqing Securities Regulatory Bureau [38] Group 13 - Igor has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [39] - Yunyong Technology anticipates a net loss of 9.8 million to 14.7 million yuan for 2025, with a reduction in losses of 58.11% to 72.07% [40] - Sanwei Co. expects a net loss of 250 million to 380 million yuan for 2025, with losses expected to widen compared to the previous year [41] Group 14 - Greenland Holdings has recently secured 12 projects with a total value of 13.623 billion yuan [42] - Fuan Pharmaceutical's subsidiary received a drug registration certificate for a specific medication [43] - Chenyijia Intelligent has terminated its planned equity acquisition due to a lack of agreement on key terms [44] Group 15 - Yueneng Technology anticipates a net loss of 115 million to 140 million yuan for 2025 [45] - Sino Medical expects a net profit of 43 million to 50 million yuan for 2025, a significant increase year-on-year [46] - Dongwu Securities forecasts a net profit of 3.431 billion to 3.668 billion yuan for 2025, an increase of 45% to 55% year-on-year [47] Group 16 - Baoshui Technology anticipates a net loss of 80 million to 140 million yuan for 2025, with a significant reduction in net profit after excluding non-recurring gains and losses [48] - Aobi Zhongguang expects a net profit of around 123 million yuan for 2025, recovering from a loss of 62.9 million yuan in the previous year [49] - Tengda Construction's total bid amount for projects in 2025 is 1.536 billion yuan, a decrease of 16.55% year-on-year [50]

证券日报网讯 1月30日，完美世界发布2025年度业绩预告称，公司预计2025年度归属于上市公司股东的 净利润为72，000万元–76，000万元。 （文章来源：证券日报） ...

1月30日，完美世界（002624）发布2025年全年业绩预告。公司在2025年围绕业务聚焦、组织效率和资 源配置等，持续推进一系列优化调整，整体经营态势稳步向好，预计全年实现归母净利润7.2亿元至7.6 亿元，扣非净利润5.6亿元至6亿元，同比扭亏为盈。 其中，端游《诛仙世界》于2024年12月正式上线，《诛仙2》于2025年8月初公测，《女神异闻录：夜幕 魅影》于2025年6月底至7月初登陆日本、欧美等海外市场，多款产品的良好表现为公司2025年业绩贡献 重要增量。 2025年，完美世界游戏业务预计实现归母净利润8.3亿元至8.7亿元，预计实现扣非净利润6.5亿元至6.9亿 元。 ...

Group 1 - Yuehongyuan A announced the transfer of 45% equity in Hongxi Mining for 22.37 million yuan, aiming to optimize its business and promote transformation, expecting a positive impact on financial results with an estimated gain of over 22 million yuan [2] - Wanhua Chemical plans to increase capital by 19.086 billion yuan to its wholly-owned subsidiary Wanhua Olefins, consolidating its carbon two industry operations to enhance competitiveness [3] - Huayou Cobalt signed a cooperation framework agreement to build an integrated battery industry chain project in Indonesia, aiming to establish the country as a production base for electric vehicle batteries [4] Group 2 - Gansu Energy reported that the first batch of wind turbines for its 1 million kW green electricity aggregation pilot project has been connected to the grid, contributing to over 10% of the company's expected installed capacity by the end of 2025 [5] - Lingyi Zhizao completed the acquisition of 35% equity in Liminda for 875 million yuan, gaining control over 52.78% of voting rights, making Liminda a subsidiary [6] - Tianqi Lithium's third-phase expansion project for chemical-grade lithium concentrate produced its first batch of qualified products, enhancing raw material supply for its lithium chemical production bases [7] Group 3 - Ecovacs expects a net profit of 1.7 billion to 1.8 billion yuan for 2025, a year-on-year increase of 110.90% to 123.30% due to product upgrades and cost optimization [9] - Cambrian anticipates a turnaround with a net profit of 1.85 billion to 2.15 billion yuan for 2025, a significant increase in revenue driven by operational improvements [10] - China Southern Airlines expects a net profit of 800 million to 1 billion yuan for 2025, recovering from a loss of 1.696 billion yuan in the previous year [11] Group 4 - Shandong Gold forecasts a net profit of 4.6 billion to 4.9 billion yuan for 2025, a year-on-year increase of 56% to 66% due to improved production efficiency and rising gold prices [16] - Perfect World expects a net profit of 720 million to 760 million yuan for 2025, recovering from a loss of 1.288 billion yuan, driven by successful game launches and cost reductions [17] - CICC anticipates a net profit of 8.542 billion to 10.535 billion yuan for 2025, a year-on-year increase of 50% to 85% due to strong performance in investment banking and wealth management [18] Group 5 - *ST Songfa expects a net profit of 2.4 billion to 2.7 billion yuan for 2025, recovering from a loss of 76.64 million yuan, attributed to a major asset restructuring [19] - New Hope predicts a net loss of 1.5 billion to 1.8 billion yuan for 2025, down from a profit of 473.6 million yuan, impacted by fluctuations in the pig market [20] - 360 expects a net profit of 213 million to 318 million yuan for 2025, turning around from a loss, driven by increased investment income from equity method accounting [21]