证券代码：000151 证券简称：中成股份 公告编号：2025-45 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或者重大遗漏。 中成进出口股份有限公司 一、本期业绩预计情况 （一）业绩预告期间 （二）业绩预告情况：预计净利润为负值 项 目 本报告期 上年同期 归属于上市公司股东 亏损：4,000 万元–6,000 万元 亏损 10,370 万元 的净利润 扣除非经常性损益后 亏损：4,000 万元–6,000 万元 亏损 10,415 万元 的净利润 基本每股收益 亏损：0.1186 元/股-0.1778 元/股 亏损 0.3074 元/股 二、与会计师事务所沟通情况 本次业绩预告未经注册会计师审计。 三、业绩变动原因说明 公司预计 2025 年半年度经营业绩亏损同比大幅减少， 主要原因：报告期内公司加大市场开拓力度，提升项目管理 水平，主营业务盈利能力较上年同期有所提升；公司加强费 用管控，期间费用较上年同期减少；公司资产质量改善，按 照金融工具准则相关规定，报告期内计提的减值准备较上年 同期减少。 四、风险提示 本次业绩预告的相关数据为公司初步预测的结果，具体 数 ...

（二）业绩预告情况：预计净利润为负值。 项目 本报告期 上年同期 亏损：6900 万元 – 9800 万元 证券代码：002421 证券简称：达实智能 公告编号：2025-053 深圳达实智能股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、 本期业绩预计情况 （一）业绩预告期间：2025 年 1 月 1 日—2025 年 6 月 30 日。 亏损：145.05 万元 益后的净利润 比上年同期下降：6518.41% - 8586.66% 基本每股收益 亏损：0.0325 元/股 –0.0462 元/股 盈利：0.0044 元/股 二、 与会计师事务所沟通情况 归属于上市公司 盈利：930.91 万元 股东的净利润 比上年同期下降：841.21% - 1152.73% 亏损：9600 万元 –12600 万元 扣除非经常性损 本次业绩预告相关财务数据未经过注册会计师审计。 三、 业绩变动原因说明 本报告期公司利润下降的主要原因是受下游行业的需求波动影响，公司签约 及项目进度均未达预期，导致本报告期营业收入及毛利减少。 四、 风险提示及其他相关说明 ...

Core Viewpoint - The company has launched a 2025 employee stock ownership plan aimed at enhancing talent retention and driving long-term growth through performance-based incentives [1][2]. Group 1: Employee Stock Ownership Plan - The employee stock ownership plan covers a wide range of participants, including directors (excluding independent directors), supervisors, senior management, middle management, and core employees, totaling up to 358 individuals, with 16.45% of shares allocated to directors and senior management [2]. - The plan has a duration of 36 months, with performance targets tied to both company-wide and individual performance metrics. The first 50% of shares can be unlocked after 12 months if the company's net profit reaches at least 1.3 billion RMB, with a tiered unlocking mechanism based on performance [2]. - The total amount of employee self-funded capital is capped at 163.99 million RMB, with a share price set at 15.78 RMB per share [1][2]. Group 2: Business Expansion and Market Position - The company has achieved a 40%-50% market share in the domestic new energy market for its drive gear products, with significant order growth attributed to its high-performance coaxial reducers [3]. - The company is accelerating the construction of its Hungary facility to cater to European market demands, aiming to enhance its influence and market share in Europe through localized production [3]. - The company is a leader in precision drive systems and is expanding its global footprint while developing intelligent drive mechanisms and robotic joint businesses, indicating strong long-term growth potential [5]. Group 3: Financial Projections - Revenue projections for 2025-2027 are estimated at 10.47 billion RMB, 12.47 billion RMB, and 14.96 billion RMB, respectively, with corresponding net profits of 1.30 billion RMB, 1.52 billion RMB, and 1.89 billion RMB [7]. - The expected growth rates for revenue are 19.2% in 2025, 19.1% in 2026, and 20.0% in 2027, while net profit growth rates are projected at 27.2%, 16.8%, and 24.4% for the same years [7]. - Earnings per share (EPS) are forecasted to be 1.54 RMB in 2025, 1.79 RMB in 2026, and 2.23 RMB in 2027, with corresponding price-to-earnings (PE) ratios of 20, 17, and 14 [7].

中经记者 苏浩 卢志坤 北京报道 （司太立公司大楼公司官网/图） 应付账款激增5亿元与产销量双降并存，在建工程拖延三年未转固，这家造影剂原料药龙头正面临扩张 阵痛期的多重拷问。 然而，这一解释与产销数据形成鲜明反差。2024年，司太立造影剂系列产量同比下降9.21%，销量下滑 5.65%，库存量却增长28.05%。公司在产能利用不足的情况下仍选择了大规模囤积原料。 值得一提的是公司存货跌价风险。2024年年末司太立存货余额仍高达11.05亿元，虽然同比减少3.76%， 但其中在产品增加10.26%，库存商品增长6.78%。公司方面宣称94.79%的存货库龄在一年以下，但面对 产销量双降，如此高的库存后续又将如何变现？ 与此同时，比应付账款更严重的是公司在建工程的异常状况。 2024年，公司在建工程余额同比增长99.28%，而同期收入增速仅为3%—7%，这种资产增速与营收增长 的背离，引发监管对其资金使用效率的质疑。 近期，司太立（603520.SH）发布对上交所年报问询函的回复公告，2024年年末，公司应付账款余额同 比增长36.45%至5.09亿元，而同期主要产品造影剂系列的生产量和销售量却分别下滑9.21 ...

Core Viewpoint - The company QiXiang Tengda (002408) expects a significant decline in net profit for the first half of 2025, with projections ranging from 19 million to 28.5 million yuan, representing a decrease of 79.49% to 86.33% compared to the same period last year [1] Financial Summary - The net profit attributable to shareholders is projected to be between 19 million and 28.5 million yuan, down from 139 million yuan in the same period last year [1] - The net profit after excluding non-recurring gains and losses is expected to be between 18 million and 27 million yuan, reflecting a year-on-year decline of 78.3% to 85.53% [1] - The basic earnings per share are anticipated to be between 0.01 yuan and 0.01 yuan, compared to 0.05 yuan in the previous year [1] Influencing Factors - The decline in performance is attributed to several factors, including geopolitical conflicts, uncertainty in tariff policies, weak downstream demand in the domestic chemical industry, and intensified competition within the industry [1]

还有7月以来8天6板，股价大涨76.72%的华银电力，预计上半年归母净利润同比增长36倍～44倍。截至 7月10日17点，华银电力也是当前中报业绩预告的"预增王"。不过，随着时间的推移，"预增王"的位置 或许还会易主。 东方财富Choice数据显示，截至7月10日17点，已有181股率先披露了2025年中报业绩预告，除前述北方 稀土、华银电力外，业绩同比上限超过1000%的还有先达股份、天保基建、深深房A、瀚宇药业和牧原 股份。 兴业证券此前的研报中表示，对全年各个月份市场涨跌幅排名与业绩增速排名的相关性的统计发现，随 着中报业绩预告陆续披露，6月至7月中景气投资的有效性提升，7月上半月市场对当期业绩的关注程度 仅次于4月下半月（年报&一季报）。该机构认为，随着中报业绩预告陆续披露，6月至7月中这段时 间，景气投资或更加有效。 以下文章来源于财经图解 ，作者辣笔小强 财经图解 . 财经大事早知道，关注东方财富股票！ 随着中报季的临近，中报预告已率先在市场上"闹出了动静"。比如7月10日涨停的北方稀土，其7月9日 晚披露的中报预告显示，今年上半年归母净利润预计同比增长19倍～20倍。 ↓ 点击"阅读原文" 或上 ...

7月11日晚，上百家A股上市公司发布了上半年业绩预告，其中，三和管桩、华西证券、国联民生等公司上半年业绩预增超10倍。 多家公司上半年净利润预增超10倍 7月11日晚，三和管桩公告，预计2025年1月1日至2025年6月30日期间，归母净利润为盈利6000万元至7500万元，较上年同期的188万元增长3090.81%至 3888.51%。 对于业绩变动的原因，公司表示，公司紧跟市场需求，专注核心业务，精耕主业，聚焦光伏、风电、水利等新兴领域，持续丰富产品矩阵。在产销量与营收 双增长的同时，得益于成本管控优化与产品结构改善，毛利率得到有效提升，共同驱动了公司业绩稳步回升。此外，公司非经常性损益对归属于上市公司股 东的净利润的影响金额预计约为人民币 1800 万元，同比增加约 783 万元，主要是营业外支出减少及投资收益增加所致。 同日，华西证券、国联民生也预计今年上半年业绩增长超过10倍。 华西证券公告，2025年1月1日至2025年6月30日，归母净利润预计4.45亿元至5.75亿元，同比增长1025.19%至1353.90%；扣除非经常性损益后的净利润预 计4.39亿元至5.69亿元，同比增长944.10% ...

Core Viewpoint - The company anticipates a significant increase in net profit for the first half of 2025, projecting a rise of over 50% compared to the same period last year, primarily driven by investment income from an associated enterprise [1][2]. Performance Forecast - The company expects to achieve a net profit attributable to shareholders of between 260 million yuan and 320 million yuan for the first half of 2025, representing an increase of 22.87 million yuan to 28.87 million yuan compared to the same period last year, which translates to a growth of 731% to 922% [2][3]. - The projected net profit after deducting non-recurring gains is estimated to be between 260 million yuan and 288.68 million yuan, indicating a year-on-year increase of 1,073% to 1,354% [1][2]. Reasons for Profit Increase - The substantial increase in net profit is mainly attributed to the recognition of approximately 290 million yuan in investment income from the associated enterprise Dongchang Investment Development Co., Ltd., which benefited from gains realized from the disposal of a subsidiary in the real estate sector [3]. - Dongchang Investment's subsidiary, Shanghai Pucheng Real Estate Development Co., Ltd., transferred 82.34% of its equity in Shanghai Dongjiao Real Estate Development Co., Ltd. to Shanghai Jiuyun Chenghe Enterprise Management Co., Ltd., with over 50% of the transfer payment already received [3].

Group 1 - The company, Shanghai Dazhihui Co., Ltd., expects a net profit attributable to shareholders of the parent company for the first half of 2025 to be between -4.2 million yuan and -2.8 million yuan [1] - The expected net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is projected to be between -40 million yuan and -30 million yuan, primarily due to the recognition of investment income from the 100% equity stake in Tianlanlan [1] - The preliminary financial assessment indicates that the company will incur a loss for the first half of 2025, despite some revenue growth in certain business segments and significant cost reductions [2] Group 2 - For the same period last year, the company reported a total profit of -136.85 million yuan and a net profit attributable to shareholders of the parent company of -137.76 million yuan [2] - The net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, was -132.04 million yuan, with an earnings per share of -0.069 yuan [2] - The increase in revenue this period was insufficient to cover costs, leading to the anticipated losses [2]

Performance Forecast - The company expects a net loss attributable to shareholders of between 3.2 million and 6.3 million yuan for the current reporting period, a significant decline of 103.87% to 107.63% compared to a profit of 82.6 million yuan in the same period last year [1] - The expected operating revenue is projected to be between 1.8 billion and 2.1 billion yuan, down from 2.33452 billion yuan in the previous year [1] Reasons for Performance Change - The company has strengthened its distribution business and actively expanded the market while implementing lean management, resulting in improved production costs and operational efficiency [2] - Despite cost control measures leading to a decrease in total expenses, the average selling price of products has declined year-on-year, causing overall sales revenue to fall short of expectations [2] - The real estate industry, closely related to the company's strategic engineering business, has entered a stock era, leading to a significant reduction in tile orders and consequently impacting sales revenue from engineering channels [2] - The company has made provisions for asset impairment based on accounting standards due to indications of impairment for certain assets as of the reporting period [2]