The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Shenzhen Senior Technology Material Co., Ltd. 深 圳 市 星 源 材 質 科 技 股 份 有 限 公 司 (the ''Company'') (A joint stock compan ...

对于业绩变动原因，信德新材在公告中表示，一方面，2025年汽车市场智能化电动化趋势持续，新能源 汽车尤其是快充车型需求不断增长；同时叠加储能市场需求强劲增长，产业经营环境逐步改善。该公司 抓住行业机遇，大力拓展市场，有效捕捉了客户在新能源快充领域及储能领域等领域的需求增量，负极 包覆材料出货量在行业带动下实现增长。另一方面，该公司通过提升产能利用率、优化供应链等一系列 降本措施，推动了出货量与盈利能力的提升。 （编辑 李家琪） 本报讯 （记者李勇）辽宁信德新材料科技（集团）股份有限公司（以下简称"信德新材"）1月29日晚间 披露的业绩预告显示，经初步测算，预计2025年度归属于上市公司股东的净利润盈利3000万元至4450万 元，预计2025年度扣除非经常性损益后的净利润盈利980万元至1450万元，均将实现扭亏。 ...

格隆汇1月29日丨信德新材(301349.SZ)发布2025年度业绩预告，报告期内，归属于上市公司股东的净利 润3,000万元—4,450万元，上年同期亏损3,304.17万元；扣除非经常性损益后的净利润为亏损980万元— 1,450万元，上年同期亏损5,667.59万元。 报告期内，公司业绩实现扭亏为盈。一方面,2025年汽车市场智能化电动化趋势持续，新能源汽车尤其 是快充车型需求不断增长；同时叠加储能市场需求强劲增长，产业经营环境逐步改善。公司抓住行业机 遇，大力拓展市场，有效捕捉了客户在新能源快充领域及储能领域等领域的需求增量，公司负极包覆材 料出货量在行业带动下实现增长。另一方面,公司通过提升产能利用率、优化供应链等一系列降本措 施，推动了出货量与盈利能力的提升。 ...

中证智能财讯固德威（688390）1月29日晚间披露2025年度业绩预告，预计2025年归母净利润1.25亿元至1.62亿元，上年同期亏损6181.04万元；扣非净利润 预计3400万元至7100万元，上年同期亏损1.94亿元。以1月29日收盘价计算，固德威目前市盈率（TTM）约为134.98倍-174.94倍，市净率（LF）约8.07倍， 市销率（TTM）约2.74倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况 (倍) 1,500 10000 500 176.07 145.14 117.23 100.42 93664 17-82 0 29-48 -500 -1,000 -1,500 2020-12-37 3-06-30 '-06-30 21-12-37 -2-12-3- n 〇- 公司 -○- 行业均值 100 ହ 90 86.59 82818 80 70 68.7 60 53d66 51~88 50 40 30 2162 20 10 9-38 0 2021-12-37 ' 2020-12-37 2-12-37 . 2n- )- 公司 -○- 行业均值 制图数据 ...

Core Viewpoint - Xinde New Materials (信德新材) expects a significant turnaround in its financial performance for 2025, projecting a net profit of 30 million to 44.5 million yuan, compared to a loss of 33.04 million yuan in the previous year [4]. Financial Performance - The company anticipates a non-recurring net profit of 9.8 million to 14.5 million yuan for 2025, improving from a loss of 56.68 million yuan in the prior year [4]. - As of January 29, the company's price-to-earnings (P/E) ratio (TTM) is estimated to be between 111.63 and 165.58 times, with a price-to-book (P/B) ratio (LF) of approximately 1.82 times and a price-to-sales (P/S) ratio (TTM) of about 4.57 times [4]. Industry Context - The company operates in the lithium-ion battery anode coating materials sector, focusing on research, production, and sales [13]. - The automotive market is experiencing a trend towards smart and electric vehicles, with increasing demand for new energy vehicles, particularly fast-charging models, and a strong growth in the energy storage market [13]. - The company has effectively captured demand in the new energy fast-charging and energy storage sectors, leading to an increase in the shipment volume of its anode coating materials [13]. Operational Improvements - The company has implemented cost-reduction measures, including enhancing capacity utilization and optimizing the supply chain, which have contributed to increased shipment volumes and improved profitability [13].

报告期内，公司业绩实现扭亏为盈。一方面,2025年汽车市场智能化电动化趋势持续，新能源汽车尤其 是快充车型需求不断增长；同时叠加储能市场需求强劲增长，产业经营环境逐步改善。公司抓住行业机 遇，大力拓展市场，有效捕捉了客户在新能源快充领域及储能领域等领域的需求增量，公司负极包覆材 料出货量在行业带动下实现增长。另一方面,公司通过提升产能利用率、优化供应链等一系列降本措 施，推动了出货量与盈利能力的提升。 格隆汇1月29日丨信德新材(301349.SZ)发布2025年度业绩预告，报告期内，归属于上市公司股东的净利 润3,000万元—4,450万元，上年同期亏损3,304.17万元；扣除非经常性损益后的净利润为亏损980万元— 1,450万元，上年同期亏损5,667.59万元。 ...

信德新材公告，预计2025年度净利润为3000万元至4450万元，上年同期为亏损3304.17万元。公司业绩 实现扭亏为盈。一方面,2025年汽车市场智能化电动化趋势持续，新能源汽车尤其是快充车型需求不断 增长；同时叠加储能市场需求强劲增长，产业经营环境逐步改善。公司抓住行业机遇，大力拓展市场， 有效捕捉了客户在新能源快充领域及储能领域等领域的需求增量，公司负极包覆材料出货量在行业带动 下实现增长。另一方面,公司通过提升产能利用率、优化供应链等一系列降本措施，推动了出货量与盈 利能力的提升。 ...

Group 1: Financial Performance - The company disclosed its 2025 annual performance forecast on January 29, 2026, with specific financial data available in the official announcement [2] - As of Q3 2025, the total bank loans (long-term and short-term) amounted to 670 million CNY [4] Group 2: Revenue Composition - Revenue from magnetic components accounts for 50%-60%, while optical communication products contribute 15%-25%, and power products make up 10%-20% [2] Group 3: Future Growth and Development - The magnetic components business aims to strengthen its core competitive advantage in the communication sector, leveraging established technology and customer base while exploring emerging markets such as photovoltaics, energy storage, and AI computing [5] - The company will focus on core strengths and enhance efficiency, increasing R&D investment and optimizing global supply chain and overseas market channels [6] Group 4: Business Synergy - There is a significant business synergy among different product lines due to overlapping high-quality customer groups, allowing for mutual customer resource sharing and increased market share [7]

Core Viewpoint - The company expects significant revenue growth in 2025, but also anticipates substantial net losses, indicating a challenging financial outlook despite increased sales from key products [1][2]. Group 1: Financial Projections - The company forecasts 2025 annual revenue to be between RMB 620 million and RMB 640 million, representing an increase of RMB 115.49 million to RMB 135.49 million, or a year-on-year growth of 22.89% to 26.86% [1] - The expected net profit attributable to the parent company for 2025 is projected to be a loss of RMB 16.5 million to RMB 24.5 million, a decrease of RMB 28.50 million to RMB 36.50 million compared to the previous year, reflecting a year-on-year decline of 237.45% to 304.10% [1] - The anticipated net profit after deducting non-recurring gains and losses is expected to be a loss of RMB 49 million to RMB 59 million, with an increase in losses of RMB 25.29 million to RMB 35.29 million compared to the previous year, indicating a year-on-year loss increase of 106.63% to 148.80% [1] Group 2: Performance Drivers - The increase in revenue is primarily driven by the rapid growth in demand for new energy vehicles and energy storage markets, leading to a significant rise in sales of lithium battery coating materials [2] - The company has accelerated innovation breakthroughs, with increased R&D expenditures on key projects such as artificial synthesis of high-purity quartz sand and solid oxide fuel cells [2] - Management reforms have been implemented, pushing the organization towards a new phase of systematic growth, resulting in a significant increase in management expenses compared to the previous year [2] - The implementation of a new employee stock ownership plan has led to additional share-based payment expenses, compounding the increase in total expenses compared to the previous year [2]

Core Viewpoint - The company, Jin Yin He (300619.SZ), forecasts a significant turnaround in its financial performance for 2025, projecting a net profit of between 22 million to 32 million yuan, compared to a loss of 80.71 million yuan in the previous year [1] Group 1: Financial Performance - The expected net profit for 2025 is between 22 million to 32 million yuan, a notable improvement from the previous year's loss of 80.71 million yuan [1] - The net profit after deducting non-recurring gains and losses is projected to be between 14 million to 21 million yuan, compared to a loss of 91.83 million yuan last year [1] - The impact of non-recurring gains and losses on net profit is estimated to be around 8 million yuan [2] Group 2: Business Development - The company is actively advancing its research and market expansion in the dry electrode preparation equipment sector, aligning with the trends in solid-state battery technology [1] - Strategic partnerships have been established with industry players, leading to successful sales of dry electrode equipment, which is expected to become a significant growth driver as the solid-state battery industry matures [1] - The company is seizing opportunities in the energy storage battery sector by enhancing R&D and sales efforts for energy storage battery manufacturing equipment, resulting in rapid growth in order volume and revenue compared to last year [1] Group 3: Project Updates - The subsidiary, Jin De Lithium, has increased production in its lithium mica green high-value element extraction project, leading to revenue growth [2] - The high-purity rubidium and cesium salt project has commenced production, contributing to revenue generation, and the overall economic scale of the project is gradually being realized [2] - The company has increased R&D investment to drive core technology breakthroughs and product upgrades, achieving positive results in cost reduction and efficiency improvement [2]