1月7日，口子窖发布2025年年度业绩预减公告。当中披露，经财务部门初步测算，预计2025年年度实现归属净利润为 6.621亿元到8.276亿元，与上年同期相比，同比减少50%到60%。 主要系报告期内白酒行业市场分化与渠道变革加剧，叠加需求下行及政策变化影响，核心利润来源高端窖产品销量大 幅下滑，导致营业收入减少。同时为保证公司运营及市场持续投入，管理费用、销售费用下降幅度均小于营业收入下 降幅度致利润总额下降幅度较大。 （企业公告） ...

智通财经APP讯，口子窖(603589.SH)发布公告，公司预计2025年年度实现归属于上市公司股东的净利 润为6.62亿元到8.28亿元，同比减少50%到60%。 业绩预减的主要原因：主要系报告期内白酒行业市场分化与渠道变革加剧，叠加需求下行及政策变化影 响，核心利润来源高端窖产品销量大幅下滑，导致营业收入减少,同时为保证公司运营及市场持续投 入，管理费用、销售费用下降幅度均小于营业收入下降幅度致利润总额下降幅度较大。 ...

智通财经APP讯，口子窖(603589.SH)发布公告，公司预计2025年年度实现归属于上市公司股东的净利 润为6.62亿元到8.28亿元，同比减少50%到60%。 业绩预减的主要原因：主要系报告期内白酒行业市场分化与渠道变革加剧，叠加需求下行及政策变化影 响，核心利润来源高端窖产品销量大幅下滑，导致营业收入减少,同时为保证公司运营及市场持续投 入，管理费用、销售费用下降幅度均小于营业收入下降幅度致利润总额下降幅度较大。 ...

人民财讯1月7日电，口子窖（603589）1月7日公告，公司预计2025年年度实现归属于上市公司股东的净 利润为6.62亿元到8.28亿元，同比减少50%到60%。业绩预减主要系报告期内白酒行业市场分化与渠道 变革加剧，叠加需求下行及政策变化影响，核心利润来源高端窖产品销量大幅下滑，导致营业收入减 少，同时为保证公司运营及市场持续投入，管理费用、销售费用下降幅度均小于营业收入下降幅度致利 润总额下降幅度较大。 ...

Core Points - A total of 4 listed companies in A-shares have disclosed performance forecasts for the first three quarters of 2025, with 3 companies expecting profit increases, resulting in a 75.0% positive outlook [1] - Among the profit-increasing companies, 2 are expected to report net profits exceeding 100 million yuan, with China Shipbuilding, Yinlong Co., and Nairui Radar leading with expected net profits of 5.55 billion yuan, 261 million yuan, and 73 million yuan respectively [1] - As of October 21, 134 listed companies have disclosed performance forecasts for the first three quarters, with 88 companies expecting profit increases, 23 slight increases, and 119 companies in total reporting positive forecasts, accounting for 88.81% [1] Company Performance - 93 companies among those reporting positive forecasts expect net profits exceeding 100 million yuan, and 57 companies anticipate maximum profit growth exceeding 100% [1] - The companies reporting positive forecasts are primarily distributed across the metals, non-metals and mining, chemical, electronic equipment, and instruments and components industries, with 14, 13, and 11 companies respectively [1] Company Challenges - There are 11 companies forecasting profit decreases and 4 companies expecting losses, totaling 15 companies with negative forecasts [1] - Among the companies reporting negative forecasts, 1 is expected to incur a net loss exceeding 100 million yuan, and 8 companies anticipate maximum profit declines exceeding 50% [1] - The industries with companies reporting negative forecasts are mainly in chemicals, machinery, and communication equipment III, with 4, 2, and 2 companies respectively [1]

Core Viewpoint - The company, Weimob Communication, anticipates a significant decline in net profit for the first three quarters of 2025, projecting a decrease of 50.00% to 55.00% year-on-year [1] Financial Performance - The expected net profit attributable to shareholders is between 60.27 million yuan and 66.97 million yuan [1] - The net profit after deducting non-recurring gains and losses is projected to be between 49.43 million yuan and 55.60 million yuan, reflecting a year-on-year decline of 55.00% to 60.00% [1] Expense Analysis - The company reports an increase in various expenses compared to the previous year, attributed to: - The advancement of new project development, leading to higher R&D and product certification costs [1] - Increased labor costs in marketing and R&D [1] - Higher expenses due to sales expansion efforts [1]

Core Viewpoint - Songlin Technology (603992.SH) anticipates a net profit attributable to shareholders of 155 million to 160 million yuan for the first three quarters of 2025, representing a year-on-year decline of 50.11% to 51.67% compared to the same period last year [1] Group 1: Financial Performance - The company's underlying business logic remains unchanged, with major client projects and orders showing steady recovery [1] - The operating performance is improving quarter by quarter, with a quarter-on-quarter net profit growth of 30% to 40% in Q3 [1] - Revenue from the company's main sales regions has declined year-on-year due to the ongoing impact of the international trade environment and macroeconomic conditions [1] Group 2: Strategic Outlook - The company believes that the current external disturbances are short-term impacts [1] - It continues to invest in research and development, market expansion, and overseas base construction as part of its strategic plan to build momentum for future growth [1]

Core Viewpoint - 中绿电 (000537.SZ) expects a decline in net profit for the first three quarters, with projections ranging from 702 million to 911 million yuan, representing a year-on-year decrease of 0.44% to 23.35% [1] Financial Performance - The company anticipates a net profit attributable to shareholders of 702 million to 911 million yuan [1] - The net profit after deducting non-recurring gains and losses is projected to be between 710 million and 922 million yuan [1] Reasons for Profit Decline - The primary reasons for the decrease in net profit compared to the same period last year include: - Limited electricity supply for existing projects, increased market competition, and declining electricity prices, which have compressed profit margins [1] - New projects are primarily held in a controlling capacity, which has somewhat affected the net profit attributable to shareholders [1]

Core Viewpoint - Dongyue Silicon Materials (300821.SZ) expects a significant decline in net profit for the first three quarters of 2025, primarily due to adverse market conditions affecting product prices and sales revenue [1] Financial Performance - The company anticipates a net profit attributable to shareholders ranging from 2.3 million to 3.3 million yuan, representing a year-on-year decrease of 96.27% to 97.40% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 11.3 million and 12.3 million yuan, reflecting a year-on-year decline of 87.10% to 88.14% [1] Market Conditions - The report indicates that the market environment has led to a downward fluctuation in the prices of silicone products, which has adversely impacted the company's sales revenue and gross margin compared to the same period last year [1]

Core Insights - The company expects net profit to be between RMB 9.6 billion and RMB 10.6 billion, representing a year-on-year decline of 48% to 53% [1] - The company plans to conduct maintenance on its three core production bases in Q3 2025, which is expected to reduce product output by approximately 26.9 thousand tons, a decrease of about 19% year-on-year [1] - The maintenance is projected to impact the company's total profit by approximately RMB 226 million, affecting overall performance indicators for the first three quarters [1] Financial Performance - The net profit attributable to the parent company is forecasted to be between RMB 7.6 billion and RMB 8.4 billion, reflecting a decline of 45% to 50% year-on-year [1] - The adjusted net profit attributable to the parent company is expected to be between RMB 7.6 billion and RMB 8.4 billion, indicating a decrease of 13% to 22% [1] Market Conditions - As of October 10, the company's stock price decreased by 1.92%, closing at HKD 7.66 per share, with a total market capitalization of HKD 98.22 billion [3] - The company reported that prices for core products such as urea, liquid ammonia, and melamine have been affected by supply-demand mismatches and weakened cost support, putting pressure on performance indicators for the first three quarters [2]