南财智讯1月26日电，盛视科技发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 6200万元—8700万元，同比预减50.26%—64.55%；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5100万元—7200万元，同比预减50.79%—65.15%。公司2025年业绩变动的原因主要 有以下几点：（1）受结算周期影响，部分项目回款延后，公司需计提资产减值准备，对公司当期净利 润造成较大影响；（2）公司拓展战略性新型业务致业务整体毛利率有所下降；（3）2025年，公司实施 了2024年限制性股票激励计划，确认的股份支付费用较于去年同期增加；（4）2025年，公司加大新业 务研发投入，研发费用增加。 ...

对于归属于上市公司净利润下降的主要原因，北玻股份表示，一是受行业阶段性调整等因素影响，营业 收入同比下降3.7%；二是公司积极推进生产能力升级与市场布局深化，新增新安高端装备产业、琉璃 玻璃板块业务以及固定资产报告期转固、管理费用较上年同期增长较大；三是公司持续加强市场开拓和 宣传，广告宣传费用同比增长较大；四是2025年出口收入增加，境外佣金费用同比增长较大。(王珞) 1月26日晚，北玻股份（002613）发布2025年度业绩预告，公司预计2025年归母净利润为2600万元-3800 万元，同比下降56.98%-37.13%；扣非净利润为1550万元-2100万元，同比下降69.12%-58.16%。 ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 （记者 曾健辉） 每经AI快讯，ST逸飞1月26日晚间发布业绩预告，预计公司2025年年度实现归属于母公司所有者的净利 润与上年同期相比，将出现亏损，预计实现归属于母公司所有者的净利润亏损4800万元到6000万元。业 绩变动主要原因是，受行业下行周期内市场竞争加剧、部分产品价格下降等因素影响，公司锂电设备的 毛利率有所下滑。同时，公司基于谨慎性原则对各项资产进行了全面减值测试，经审慎评估，按照企业 会计准则对应收款项计提信用减值损失、对存货计提存货跌价准备，本报告期减值准备计提金额预计较 大幅度增加，导致本期净利润同比减少。 ...

Core Viewpoint - The article discusses the changing dynamics of the A-share market in January 2026, highlighting the impact of policy easing and liquidity on market behavior, contrasting it with historical trends and emphasizing the importance of understanding market rhythms rather than strictly adhering to calendar patterns [1][4]. Group 1: Market Dynamics - January 2026 is characterized by a shift from the usual tight liquidity to a more relaxed environment due to ongoing policy easing, with funds quietly flowing into the market [1][4]. - The "calendar effect" in A-shares reveals that historical patterns are not absolute but can reflect underlying trends in funds, sentiment, and policy [1][4]. Group 2: Cautionary Months - January and April are identified as months requiring caution; January sees funds withdrawing from the market due to year-end cash needs and concentrated earnings disclosures, leading to potential risks for underperforming stocks [5][6]. - April is noted for the "annual report crisis," where companies reveal their performance, often resulting in panic selling and mispricing of stocks, necessitating a focus on blue-chip and high-dividend stocks as safer options [6]. Group 3: Opportunities in the Market - February is highlighted as a "spring excitement" period, with capital returning post-Spring Festival and positive policy expectations, leading to increased interest in emerging industries and small-cap stocks [2][6]. - Other months like May, July, and November present unique opportunities; May often sees policy support, July allows for recovery of undervalued stocks, and November is a crucial month for institutional fund managers aiming to boost year-end performance [2][6]. Group 4: Market Adaptability - The article emphasizes that market patterns are reflections of the interplay between funds, sentiment, and policy over time, suggesting that rigid adherence to calendar dates can lead to missed opportunities [3][6]. - Understanding the underlying logic of market movements, being cautious during high-risk months, and seizing opportunities when they arise is deemed more effective than a confrontational approach to market fluctuations [3][6].

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 （记者 王晓波） 每经AI快讯，奥瑞德1月26日晚间发布业绩预告，预计2025年年度实现归属于母公司所有者的净利润为 1.2亿元到1.6亿元，与上年同期相比，将实现扭亏为盈。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 ...

Core Viewpoint - Yuxin Co., Ltd. is expected to report a net profit attributable to shareholders of the listed company for 2025 in the range of -50 million to -35 million yuan, indicating a significant year-on-year decrease of 117.37% to 124.32% in net profit excluding non-recurring gains and losses [1] Group 1: Performance Forecast - The company anticipates a net profit attributable to shareholders for 2025 to be between -50 million and -35 million yuan [1] - The expected net profit excluding non-recurring gains and losses is projected to be between -70 million and -50 million yuan, reflecting a year-on-year decline of 117.37% to 124.32% [1] Group 2: Reasons for Performance Change - The company's main products, including methyl tert-butyl ether, maleic anhydride, isopropanol, and butanone, are facing price pressure due to changes in industry supply and demand dynamics, leading to a narrowing price spread between products and raw materials [1] - The shutdown of the isooctane facility has also negatively impacted gross margins [1] - The subsidiary Boke New Materials' light hydrocarbon comprehensive utilization project faced challenges during trial production due to adverse weather and infrastructure issues, resulting in high material loss and switching costs [1] - Scheduled maintenance at subsidiaries Yuxin Chemical and Yuxin New Materials, along with a temporary shutdown due to a safety incident at Yuxin Chemical, affected production volumes [1] - The biodegradable materials market is currently in a downturn due to policy and demand factors, leading to the non-operation of Boke New Materials' PBAT production facility and the need for impairment provisions on related assets [1]

（记者 曾健辉） 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 每经AI快讯，大博医疗1月26日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润5.8亿元 ~6.1亿元，同比增长62.55%~70.96%；基本每股收益1.43元~1.5元。业绩变动主要原因是，报告期内， 公司聚焦主业，坚持产品创新、技术服务、国际化发展战略，推动各项业务持续稳定健康发展。预计 2025年度实现归母净利润约5.8亿元至6.1亿元，同比增长约62.55%至70.96%。 ...

人民财讯1月26日电，河化股份（000953）1月26日发布业绩预告，预计2025年归母净利润为600万元— 900万元，同比下降92.43%—88.64%。报告期内，因2024年公司完成尿素产能置换指标转让交易获得约 7600.00万元非经常性收益，而报告期内公司无此项收益，因此报告期归属于上市公司股东的净利润同 比下降。 ...

Core Viewpoint - The company, Pioneer New Materials (300163.SZ), has disclosed its earnings forecast for the year 2025, indicating a projected net profit attributable to shareholders ranging from 70.95 million to 86.63 million yuan, while also forecasting a net loss of 31.37 million to 47.05 million yuan after excluding non-recurring gains and losses [1]. Financial Performance - The expected net profit for 2025 is between 70.95 million yuan and 86.63 million yuan [1]. - The projected net loss, after deducting non-recurring items, is estimated to be between 31.37 million yuan and 47.05 million yuan [1].

Core Viewpoint - Chengda Biological has announced its annual performance forecast, expecting a significant decline in net profit for 2025, primarily due to reduced operating income and increased asset impairment losses [1] Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders of 123.47 million to 139.39 million yuan for 2025, representing a year-on-year decrease of 59.34% to 63.98% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 31.85 million and 47.77 million yuan, reflecting a year-on-year decline of 85.25% to 90.16% [1] Group 2: Business Impact - The decline in net profit is attributed to a decrease in operating income and an increase in asset impairment losses, primarily influenced by changes in the domestic rabies vaccine market environment [1] - Factors contributing to reduced operating income include regulatory changes, intensified market competition, and a slowdown in product sales due to inventory adjustments and procurement rhythm changes [1] Group 3: Asset Impairment and Management - The increase in asset impairment losses is mainly due to the company's strategic decision to terminate the development of the Hib vaccine project, leading to a full impairment of capitalized R&D investments [1] - Despite the challenges, the company experienced growth in overseas sales and has effectively controlled selling and administrative expenses through enhanced internal management, which has somewhat mitigated the downward pressure on performance [1] Group 4: Non-Operating Gains - The company reported an increase in non-operating gains, primarily due to the recovery in asset valuations from investments in private equity funds within the innovative drug sector, resulting in increased income [1]