中泰股份（300435）(300435.SZ)发布2025年度业绩预告，公司预计归属于上市公司股东的净利润4.2亿 元至4.8亿元，扭亏为盈;扣除非经常性损益后的净利润4.03亿元至4.63亿元。报告期内，由于公司制造 板块2025年度海外订单进入发货周期，带动利润大幅增长。 ...

每经AI快讯，1月6日，中泰股份（300435）(300435.SZ)发布2025年度业绩预告，预计归属于上市公司 股东的净利润为4.20亿元~4.80亿元，上年同期为亏损7,796.01万元。上年度因计提商誉导致亏损，本报 告期中邑燃气稳定经营，无商誉减值，合并业绩转正；同时制造板块海外订单进入发货周期，带动利润 大幅增长。非经常性损益影响约1700万元。 ...

巨星科技股价出现异动，截至今日11时27分，股价大涨5.02%，成交1331.29万股，成交金额4.72亿元， 换手率为1.16%，公司发布的最新业绩预告显示，预计2025年实现净利润24.19亿元—27.64亿元，净利 润同比增长5.00%—20.00%。 证券时报·数据宝统计显示，今日公布2025年业绩预告公司中，截至发稿股价较为强势的有惠而浦、华 友钴业、巨星科技等，股价分别上涨7.87%、7.79%、5.02%。 资金面上看，巨星科技近5日主力资金总体呈净流入状态，累计净流入6221.99万元，其中，上一交易日 主力资金全天净流入380.19万元。 融资融券数据显示，该股最新（1月5日）两融余额2.81亿元，其中，融资余额为2.70亿元，近5日融资余 额合计减少713.18万元，降幅为2.58%。（数据宝） （文章来源：证券时报网） ...

股票名称 板块名称 ["科技","先进制造","周期","消费","金融"] 春季行情、业绩预告、成长风格 看多看空 报告中提到随着12月中旬国内外政策验证窗口告一段落，整体基调好于市场预期，躁动 行情启动已具备良好基础。节前市场流动性和风险偏好同步改善，上证指数走出"十连阳"，躁动 行情已开启。展望1月，支撑前期躁动的部分因素仍具备一定延续性，后续更多潜在催化值得期 待，如流动性因素延续并深化、人民币升值带来资金回流、政策前置发力和基本面数据改善等。 虽1月有业绩验证等变化，但综合来看对A股走势持积极态度。 风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投 资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨 询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保 证和承诺。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 兴业证券1月4日发布报告称，春季行情有望逐步展开。节前市场流动性和风险偏好改善，躁动行情已开 启，1月支撑因素延续且有更多催化。流动性因素向好，人民币升值或与 ...

（文章来源：每日经济新闻） 每经AI快讯，1月5日，南兴股份(002757.SZ)发布2025年度业绩预告，预计归属于上市公司股东的净利 润为9000万元–1.2亿元，上年同期亏损1.75亿元。报告期内，公司净利润大幅增长的主要原因是2024年 度计提商誉减值3.64亿元，导致2024年度净利润大幅减少。而本年度IDC业务的业绩有所增长，根据初 步商誉减值测试的结果，商誉减值对本报告期利润影响较少，因此2025年度净利润比去年同期会有大幅 度增长。 ...

Market Style Characteristics - The market style during the year-end and beginning of the year shows a clear defensive characteristic, with large-cap value style prevailing while the small-cap style represented by the CSI 1000 is under pressure [1][3][8] - Institutional investors tend to adopt a conservative investment behavior due to annual performance assessments and settlements, leading to a significant reduction in risk appetite [3][8] - As the market enters the peak period for annual performance forecasts in January, uncertainty regarding earnings becomes a major concern, causing funds to flow towards more stable large-cap blue-chip stocks [3][8] Monetary Policy and Interest Rates - The central bank conducted a net injection of 219 billion yuan in the open market during the week of December 15-19, with upcoming reverse repos and MLF totaling 8.775 billion yuan [3][17] - Money market interest rates are declining, with the R007 rising by 0.7 basis points and the DR007 falling by 2.8 basis points, indicating a widening interest rate spread [3][17] Supply and Demand of Funds - The net inflow of funds in the secondary market has expanded, with a net buy of 34.2 billion yuan in financing and a net inflow of 560.8 billion yuan in ETFs [3][30] - The issuance of new equity public funds increased by 68.5 million units, while the net reduction by major shareholders rose to 121.9 billion yuan [3][30][34] Market Sentiment - The trading activity of financing funds has weakened, with the proportion of financing transactions in the A-share market decreasing to 11.3% [3][39] - The VIX index has declined, indicating an improvement in market risk appetite, while the focus on style indices and major industries has shifted towards consumer staples and discretionary sectors [3][41][45] Industry Preferences - The electronic, communication, and power equipment sectors received significant net inflows, with net inflows of 121.5 billion yuan, 67.2 billion yuan, and 47.6 billion yuan respectively [3][49] - The defense industry experienced net outflows, while the financing funds showed a net buy of 34.2 billion yuan, with the electronic sector leading the net buy [3][49]

截至2025年12月23日收盘，三花智控（02050）报收于33.1元，较前一交易日下跌6.55%，该股当日开盘 35.9元，最高35.94元，最低33.1元，成交额达19.98亿元。近52周最高为46.3元，最低为20.62元。 最新公告列表 《2025年度业绩预告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 近日，浙江三花智能控制股份有限公司发布2025年度业绩预告，预计报告期内归属于上市公司股东的净 利润为3,873.9564至4,648.7477百万元人民币，较上年同期增长25.00%至50.00%；扣除非经常性损益后 的净利润为3,679.1636至4,614.5441百万元人民币，同比增长18.00%至48.00%。基本每股收益预计为0.98 至1.18元/股。业绩增长主要得益于公司在制冷空调电器零部件业务的龙头地位巩固及市场需求增长， 叠加技术积淀和规模化生产优势推动该业务持续增长；同时，新能源汽车热管理领域领先布局带动汽车 零部件业务订单拓展，两大板块协同发力促进整体业绩提升。本次业绩预告数据未经会计师事务所审 ...

Summary of Key Points Core Viewpoint - A total of 17 companies have announced their performance forecasts for the year 2025, with 12 companies expecting profit increases, 2 companies expecting profit decreases, and 1 company forecasting a loss [1]. Company Performance Forecasts - **C百奥**: Expected profit increase of 303.57%, latest closing price at 55.96, year-to-date change of -14.95% [1] - **摩尔线程**: Expected loss reduction of 41.36%, latest closing price at 764.90, year-to-date change of 27.38% [1] - **立讯精密**: Expected profit increase of 26.09%, latest closing price at 57.36, year-to-date change of 41.52% [1] - **宏远股份**: Expected profit increase of 21.42%, latest closing price at 28.93, year-to-date change of -30.87% [1] - **奥美森**: Expected profit increase of 16.44%, latest closing price at 27.68, year-to-date change of -24.09% [1] - **南特科技**: Expected profit increase of 13.02%, latest closing price at 18.72, year-to-date change of -23.62% [1] - **中国铀业**: Expected profit increase of 11.42%, latest closing price at 74.98, year-to-date change of 10.28% [1] - **泰凯英**: Expected profit increase of 10.44%, latest closing price at 17.29, year-to-date change of -20.10% [1] - **丹娜生物**: Expected profit increase of 8.92%, latest closing price at 79.71, year-to-date change of -21.93% [1] - **信通电子**: Expected profit increase of 5.40%, latest closing price at 43.00, year-to-date change of -31.38% [1] - **精创电气**: Expected profit increase of 5.00%, latest closing price at 41.80, year-to-date change of -19.80% [1] - **新恒汇**: Expected profit increase of 4.66%, latest closing price at 66.99, year-to-date change of 59.95% [1] - **南网数字**: Expected profit increase of 2.76%, latest closing price at 20.48, year-to-date change of 10.82% [1] - **海安集团**: Expected stable performance with a forecast of 0.14%, latest closing price at 62.35, year-to-date change of -25.35% [1] - **中诚咨询**: Expected profit decrease of 4.14%, latest closing price at 33.42, year-to-date change of -13.28% [1] - **锦华新材**: Expected profit decrease of 5.47%, latest closing price at 51.02, year-to-date change of 20.64% [1] - **N昂瑞微**: Expected loss of 19.44%, specific closing price not provided [1]

Core Viewpoint - A total of 16 companies have announced their performance forecasts for the year 2025, with 12 companies expecting profit increases and 2 companies anticipating profit declines [1] Performance Forecast Summary - **Profit Increase Companies**: - N Baiao (688796): Expected profit increase of 303.57% [1] - C Moore (688795): Expected loss reduction of 41.36% [1] - Luxshare Precision (002475): Expected profit increase of 26.09% [1] - Hongyuan (920018): Expected profit increase of 21.42% [1] - Aomei (920080): Expected profit increase of 16.44% [1] - Nant (920124): Expected profit increase of 13.02% [1] - China Uranium Industry (001280): Expected profit increase of 11.42% [1] - Taikai Ying (920020): Expected profit increase of 10.44% [1] - Danna Biotech (920009): Expected profit increase of 8.92% [1] - Xintong Electronics (001388): Expected profit increase of 5.40% [1] - Jingchuang Electric (920035): Expected profit increase of 5.00% [1] - New Henghui (301678): Expected profit increase of 4.66% [1] - Nansoft Digital (301638): Expected profit increase of 2.76% [1] - **Profit Steady and Decline Companies**: - Hai'an Group (001233): Expected steady profit with a change of 0.14% [1] - Zhongcheng Consulting (920003): Expected profit decline of -4.14% [1] - Jinhua New Materials (920015): Expected profit decline of -5.47% [1]

消息面上，北森控股拟11月24日举行董事会会议，以(其中包括)考虑及批准集团截至2025年9月30日止 六个月的未经审核中期业绩及其发布。此前，该公司发布正面盈利预告，预期将取得截至2025年9月30 日止六个月的收入介于约人民币5.031亿元至5.263亿元，增幅约为15.2%至20.5%；公司拥有人应占亏损 介于约人民币1460万元至2380万元，亏损降幅约为76.0%至85.2%。 北森控股(09669)涨超6%，截至发稿，涨6.31%，报6.91港元，成交额352.02万港元。 ...