南财智讯1月29日电，泽润新能发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 4000万元—5500万元，同比预减58.12%—69.54%；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3000万元—4300万元，同比预减64.22%—75.03%。2025年，公司营业收入总体保持 稳定。然而，受全球光伏行业周期性调整影响，阶段性供需错配导致公司光伏产品市场竞争加剧，尽管 行业启动"反内卷"举措，但供需失衡的局面尚未根本改善，公司内销毛利率持续下滑。与此同时，2025 年下半年《大而美法案》推出，导致公司与部分海外客户订单下滑较多，叠加公司主要原材料铜材价格 持续攀升，加之人民币汇率波动致使公司汇兑收益减少，以上因素对公司利润有较大影响。 ...

Core Points - The recent U.S. government shutdown has exposed the fragility of the national machinery, leading to significant disruptions in various sectors, including air travel [1][3] - The shutdown is rooted in a political struggle over citizen welfare qualifications, driven by the controversial "Great and Beautiful Act" pushed by Trump and the Republican Party [3][5] - The act's provisions are expected to result in over 12 million people losing healthcare coverage and threaten food assistance for nearly 5 million [5][19] Group 1: Political Dynamics - The "Great and Beautiful Act" aims to redefine social welfare eligibility, mandating that non-disabled adults must provide proof of at least 80 hours of work per month to receive medical and food assistance [3][5] - The act includes tax cuts that favor specific groups, such as restaurant workers and blue-collar employees, which aligns with Trump's core support base [5][10] - The government shutdown has been utilized strategically by the Trump administration to target perceived Democratic supporters within the federal workforce [8][10] Group 2: Economic Implications - The act is projected to create a fiscal deficit of $5 to $6 trillion over the next decade, exacerbating an already high deficit rate, which is expected to rise from 6.4% to 7.3% [19][21] - The historical context of tax cuts leading to economic instability is highlighted, referencing the 1920s and the subsequent Great Depression as a cautionary tale [21][23] - The current political maneuvering is seen as a potential threat to the independence of the Federal Reserve and long-term economic stability [16][18] Group 3: Social Impact - The welfare debate has transformed into a moral judgment on who deserves assistance, fostering negative sentiments towards welfare recipients and creating new social divides [7][10] - Local elections have shown a backlash against the Republican strategy, with Democratic candidates successfully focusing on economic issues rather than cultural controversies [12][14] - The political landscape is shifting, with signs indicating a potential increase in Democratic control over Congress, reflecting changing public sentiment [23][25]