（记者 王晓波） 每经AI快讯，浙江正特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3400万 ~4000万元，同比扭亏为盈，基本每股收益0.31元~0.36元。业绩变动主要原因是，核心客户开发成效显 著，营业收入实现增长，有效驱动利润增长。产品结构持续优化，星空篷及其配件等高附加值产品销售 额提升，带动整体盈利水平改善。精细化运营深化，销售及管理费用得到有效控制，运营效率有所提 升。 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，上海建工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 10亿元到12亿元，与上年同期21.68亿元相比，将减少9.68亿元到11.68亿元，同比减少44.6%~53.9%。业 绩变动主要原因是，主营业务影响。2025年，受固定资产投资规模、结构调整等因素影响，公司新签合 同额及在建工程规模不及预期，合同实施节奏放缓，产值转化效率下降，导致营业收入、利润总额同比 下滑。因房地产市场深度调整，公司房地产开发、运营业务持续承压。非经营性损益影响。公司上年度 非流动资产处置收益7.71亿元，本年度同比显著下降。 ...

每经AI快讯，广济药业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为-5.18亿 元至-3.99亿元，基本每股收益-1.4872元~-1.1456元。业绩变动主要原因是，报告期内，受行业市场竞争 持续加剧影响，公司主要产品销售价格长期处于低位，未能呈现回暖态势。在此背景下，公司产能利用 率及整体经营业绩均未达预期，导致公司报告期内仍处于经营性亏损状态。报告期内，公司部分控股子 公司经营状况未能得到有效改善，持续出现亏损。同时，受产线开工率不足、产品市场价格下行等多重 不利因素叠加影响，相关资产已出现明显的减值迹象。基于谨慎性原则，公司对存在减值迹象的资产计 提了相应的减值准备。最终减值金额将由公司聘请的评估机构及会计师事务所进行专业评估和审计后确 定，并以正式出具的评估及审计报告为准。 （记者 王晓波） 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 ...

对于投资者而言，每年1月的业绩预告期，不仅是观察上市公司盈利状况的窗口，更是一次重要的"排 雷"期。翻阅这些公告，部分投资者习惯于捕捉利润增幅、营收规模等直观数据，却可能忽略了更为关 键的退市风险提示。*ST岩石（600696）、*ST熊猫（600599）近期发布的业绩预告，均揭示了重大退 市风险。*ST正平（603843）、*ST沐邦（603398）等公司，虽尚未披露业绩预告，但其退市风险在前 期公告中已反复提示，即将披露的业绩预告值得重点关注。读懂业绩预告中的退市信号，洞察"非标意 见"的消除可能，辨别"踩线达标"陷阱，无疑是投资者守护自身投资安全的一道防线。 退市预期已明确不可再有侥幸心理 1月23日晚间，*ST岩石和*ST熊猫双双发布业绩预告，均表示基于初步核算或审核情况，公司股票预计 因触及财务类退市指标而被终止上市。 具体来看，*ST岩石的退市风险源于主业萎缩。根据业绩预告，公司预计2025年度营业收入仅为0.48亿 元至0.6亿元，且利润总额、净利润、扣非净利润均亏损超1亿元。根据股票上市规则，这将触及"营收 低于3亿元且利润总额、扣非前后净利润孰低者为负"的财务类退市情形，退市预期已相当明确。 ...

每经AI快讯，光电股份1月26日晚间发布业绩预告，公司预计2025年度实现归属于母公司所有者的净利 润4500万元到5500万元，与上年同期归属于母公司所有者的净利润约-2.06亿元相比，将实现扭亏为 盈。业绩变动主要原因是，2025年度，公司防务产品、光电材料与元器件产品交付较上年同比增加，销 售收入有所增长；公司参股投资企业预计实现盈利。 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） ...

Core Viewpoint - Hechuan Technology (688320.SH) expects to achieve significant revenue growth in 2025, while also projecting a reduction in net losses compared to the previous year [1] Financial Performance - The company anticipates 2025 revenue between 950 million and 1.05 billion yuan, representing a year-on-year growth of 17.19% to 29.52% [1] - Expected net profit attributable to the parent company for 2025 is projected to be between -140 million and -110 million yuan, indicating a reduction in losses by 25.09 million to 55.09 million yuan compared to the previous year [1] - The net profit attributable to the parent company, excluding non-recurring gains and losses, is expected to be between -176 million and -145 million yuan [1] Revenue Growth Drivers - Revenue growth is primarily driven by increased orders from downstream clients in the lithium battery, hydraulic, injection molding, laser, and packaging industries, as well as from the ODM sector [1] Profitability Factors - The narrowing of net losses is attributed to revenue growth leading to increased gross profit, higher amounts from other income such as immediate tax refunds and input tax deductions, and gains from non-recurring items [1] - The slight reduction in net profit excluding non-recurring gains and losses is mainly due to increased gains from asset disposals and fair value changes, which offset the growth in net profit attributable to the parent company [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company's Q4 performance is in line with market expectations, with a projected net profit attributable to shareholders of 0.62 to 0.86 billion yuan, representing a year-on-year increase of 51% to 109% [9] - The company achieved a total shipment of approximately 4.1 GWh in 2025, a year-on-year increase of 170%, with significant growth in energy storage and breakthroughs in light-duty power businesses [9] - The unit profitability slightly declined in Q4 due to rising raw material prices, but is expected to improve gradually as production capacity utilization increases [9] - The company forecasts net profits of 0.75 billion yuan in 2025, 5.2 billion yuan in 2026, and 8.4 billion yuan in 2027, with corresponding P/E ratios of 210x, 31x, and 19x [9] Financial Summary - Total revenue for 2023 is projected at 3,299 million yuan, with a year-on-year decrease of 45.13% [1] - The net profit attributable to shareholders for 2023 is estimated at 515.64 million yuan, down 59.49% year-on-year [1] - The earnings per share (EPS) for 2023 is expected to be 2.10 yuan, with a significant drop in 2024 to 0.17 yuan [1] - The company anticipates a substantial increase in revenue in 2025 to 3,727 million yuan, with a year-on-year growth of 85.89% [1]

钧达股份盘中涨停，已连收3个涨停板，截至9:25，该股报109.38元，换手率0.11%，成交量24.00万股， 成交金额2625.56万元，涨停板封单金额为15.76亿元。连续涨停期间，该股累计上涨33.10%，累计换手 率为12.99%。最新A股总市值达250.65亿元，A股流通市值245.96亿元。 1月17日公司发布2025年业绩预告，预计实现净利润-15.00亿元至-12.00亿元，同比变动区间 为-153.76%~-103.01%。 （文章来源：证券时报网） 据天眼查APP显示，海南钧达新能源科技股份有限公司成立于2003年04月03日，注册资本29258.4052万 人民币。（数据宝） 证券时报·数据宝统计，两融数据来看，该股最新（1月23日）两融余额为6.21亿元，其中，融资余额 6.20亿元，较前一个交易日减少1252.13万元，环比下降1.98%，近3日累计减少7186.95万元，环比下降 10.39%。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2026.01.23 | 10.00 | 2.0 ...

三、先导智能：2025年度业绩预告 无锡先导智能装备股份有限公司发布2025年度业绩预告，预计2025年归属于上市公司股东的净利润盈利 150000万元到180000万元，较上年同期增长424.29%到529.15%；扣除非经常性损益后的净利润盈利 148000万元到178000万元，同比增长310.83%到394.11%。业绩增长源于全球动力电池市场回暖、储能 需求强劲，公司订单回升交付提速，同时强化研发创新巩固优势，降本增效提升运营效率，经营现金流 回款改善。本次预告为初步测算，未与会计师事务所预沟通，未经审计，具体数据以最终审计结果及年 度报告为准。 四、洛阳钼业：收购金矿项目完成交割 洛阳栾川钼业集团股份有限公司此前披露通过控股子公司收购加拿大上市公司旗下Aurizona金矿、RDM 金矿、Bahia综合矿区100%权益。鉴于协议约定的先决条件已全部实现或豁免，本次收购已于2026年1 月23日完成交割。本次收购的金矿资产黄金资源量501.3万盎司，黄金储量387.3万盎司，基础设施完 善，选矿工艺成熟，盈利能力较强，收购完成即可为公司贡献产量和利润，2026年黄金预计年化产量6- 8吨，将助力公司实 ...

Core Viewpoint - The performance forecasts from eight companies listed on the Beijing Stock Exchange indicate a generally positive outlook for 2025, with most companies expecting profit growth, reflecting their ability to seize market opportunities and enhance competitiveness [1][2]. Group 1: Performance Overview - Out of the eight companies, five are expected to see profit increases, with Haine Technology projecting a net profit growth of over 213.65% to 236.61% [2] - Jilin Carbon Valley anticipates a net profit of 180 million to 220 million yuan, representing a year-on-year increase of 92.81% to 135.66% [2] - Longzhu Technology, Wangcheng Technology, and Lintai New Materials expect net profit growth of approximately 50%, over 66%, and over 64%, respectively, indicating robust growth momentum [2][3] - Conversely, three companies forecast losses or profit declines, with Hualing Co. expecting a loss of 44 million to 56 million yuan, and Ge Bi Jia projecting a 59.63% decline in net profit [2][5] Group 2: Market Demand and Growth Drivers - The growth of companies is primarily driven by an improving external market environment and internal capability enhancements [3] - The overall recovery in industry demand is a significant backdrop, with Haine Technology noting a notable trend towards domestic manufacturing of high-end instruments and the gradual implementation of equipment renewal policies [3] - Jilin Carbon Valley reported continuous sales growth due to the recovering carbon fiber market [3] Group 3: Internal Innovations and Strategies - Companies are enhancing their internal growth momentum through ongoing technological innovation, product upgrades, and market expansion [4] - Haine Technology has invested in R&D, launching high-end products like organic element analyzers and liquid chromatography instruments, which have improved customer recognition and revenue [4] - Jilin Carbon Valley has improved product quality and stability through continuous innovation, while Longzhu Technology has seen rapid growth in its cross-border e-commerce business [4] Group 4: Cost Pressures and Challenges - Companies forecasting losses or declines attribute these to rising fixed costs, reduced specific revenues, and ongoing adjustments in their respective sectors [5] - Hualing Co. cited increased depreciation costs and employee salaries due to new equipment and project-related hiring as significant pressures on profits [5] - Ge Bi Jia mentioned a decline in the sales proportion of high-margin specialty glass products and reduced government subsidies as factors contributing to lower overall profit margins [5][6]