当地时间10月21日，阿迪达斯发布2025年第三季度初步业绩报告：剔除汇率影响，阿迪达斯品牌营收同 比增长12%；尽管面临不利汇率波动和关税上涨影响，公司毛利率仍提升0.5个百分点至51.8%；营业利 润升至7.36亿欧元，上年同期为5.98亿欧元，营业利润率达到11.1%。此外，阿迪达斯上调2025全年业 绩指引，全年营业利润预计将提升至约20亿欧元水平，此前预期为17亿至18亿欧元区间。 ...

美股周二尾盘，RTX（RTX）上涨7.8%。该公司2025年第三季度财报电话会议要点：挑战中实现强劲增 长并上调业绩展望。 来源：环球市场播报 ...

周二，可口可乐(KO.US)涨逾3%，报70.99美元。财报显示，可口可乐Q3营收同比增长5%至124.6亿美 元，好于分析师平均预期的124.1亿美元；有机营收增长6%，同样好于分析师平均预期。Q3营业利润为 39.82亿美元，同比增长59%；归属于股东的净利润为36.96亿美元，同比增长30%。调整后的每股收益 为0.82美元，好于分析师平均预期的0.78美元。 与此同时，尽管可口可乐首席执行官James Quincey指出整体经营环境仍具挑战性，但该公司仍维持全 年销售与利润目标。James Quincey表示："我们有信心能够实现我们的2025年指导目标，同时努力实现 我们的长期目标。"该公司表示，仍有望实现2025年调整后有机收入增长5%至6%，以及调整后每股收 益较2024年的2.88美元增长3%。 ...

Group 1 - The core viewpoint of the article highlights the financial performance of China West Electric in the third quarter and the first three quarters of the year [1] Group 2 - In the third quarter, the company's revenue reached 5.658 billion yuan, representing a year-on-year increase of 15.98% [1] - The net profit for the third quarter was 340 million yuan, showing a year-on-year growth of 1.78% [1] - For the first three quarters, the total revenue amounted to 16.959 billion yuan, with a year-on-year increase of 11.85% [1] - The net profit for the first three quarters was 939 million yuan, reflecting a year-on-year growth of 19.29% [1]

Core Insights - The company reported a revenue of 163 million yuan for the first three quarters of 2025, reflecting a year-on-year growth of 0.17% [1] - The net profit attributable to shareholders reached 58 million yuan, showing a year-on-year increase of 3.34% [1] - Basic earnings per share were 0.56 yuan, which is a 3.70% increase compared to the previous year [1]

Core Viewpoint - Dalian Heavy Industry reported strong financial performance in Q3, with significant year-on-year growth in both revenue and net profit [1] Financial Performance - Q3 revenue reached 3.526 billion yuan, an increase of 11.95% year-on-year [1] - Q3 net profit was 178 million yuan, reflecting a growth of 46.83% compared to the same period last year [1] - Revenue for the first three quarters totaled 10.979 billion yuan, up 8.11% year-on-year [1] - Net profit for the first three quarters amounted to 490 million yuan, representing a year-on-year increase of 23.97% [1]

Core Insights - The company reported a revenue of 484 million yuan for the first three quarters of 2025, representing a year-on-year growth of 24.98% [1] - The net profit attributable to shareholders reached 71 million yuan, with a year-on-year increase of 31.07% [1] - Basic earnings per share were 0.5897 yuan, reflecting a growth of 31.10% compared to the previous year [1]

Group 1 - The core viewpoint of the articles highlights the financial performance and growth prospects of Gao Meng New Materials, with significant revenue and profit increases in the third quarter of 2025 [1][2] Group 2 - For the first nine months of 2025, Gao Meng New Materials achieved operating revenue of 95,175.51 thousand yuan, a year-on-year increase of 5.93%, and a net profit attributable to shareholders of 11,447.02 thousand yuan, up 3.58% year-on-year [1] - In the third quarter of 2025, the company reported operating revenue of 35,473.25 thousand yuan, a year-on-year growth of 28.65%, and a net profit of 3,784.52 thousand yuan, reflecting a 46.56% increase year-on-year [1] - The company’s net profit after deducting non-recurring gains and losses in the third quarter surged by 68.20% year-on-year, reaching 3,703.21 thousand yuan [1] - The first quarter of 2025 saw a decline in operating revenue by 11.85% and a drop in net profit by 24.52%, while the second quarter showed a recovery with a 4.30% increase in revenue and a 24.05% rise in net profit [1] Group 3 - Gao Meng New Materials is currently completing the final adjustments for its 46,000-ton electronic new energy adhesive project, expected to receive government approval in the fourth quarter of 2025 [2] - The second phase of the 12.45 million-ton adhesive new materials project is underway, with equipment installation expected to be completed by June 2026, enhancing the company's production capacity [2] - The completion of these projects is anticipated to significantly boost the company's capacity and competitive advantage in the market, while also diversifying and optimizing its product structure [2]

Core Viewpoint - Beijing Enterprises Holdings (00392) announced the performance of Yanjing Beer (000729.SZ) for the first three quarters of 2025, highlighting significant growth in revenue and net profit [1] Financial Performance - The operating revenue reached approximately 13.433 billion yuan, representing a year-on-year increase of 4.57% [1] - The net profit attributable to shareholders of the listed company was about 1.77 billion yuan, showing a year-on-year growth of 37.45% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was approximately 1.685 billion yuan, with a year-on-year increase of 33.59% [1] - The basic earnings per share stood at 0.6281 yuan [1]

Core Viewpoint - Kangda New Materials (002669) expects a significant turnaround in its net profit for the first three quarters of 2025, projecting a profit of 80 million to 90 million yuan compared to a loss of 76.47 million yuan in the same period last year [1] Group 1: Financial Performance - The company anticipates a net profit of 80 million to 90 million yuan for the first three quarters of 2025 [1] - This marks a substantial improvement from the previous year's loss of 76.47 million yuan [1] Group 2: Business Growth Drivers - Sales volume of adhesive and specialty resin new materials has steadily increased, contributing to the rise in net profit [1] - The wind power industry is experiencing a boom, leading to strong demand for wind blade series products, which is a key driver of business growth for the company [1]