（文章来源：每日经济新闻） 远达环保8月18日晚间发布业绩预告，公司预计2025年半年度实现归属于母公司所有者的净利润为1531 万元左右，与上年同期相比，将减少3679万元，同比下降70%左右。业绩变动主要原因是，公司控股子 公司国家电投集团远达环保工程有限公司近日获悉其大冶项目工程合同的工程总包单位江苏鲲鹏环保工 程技术有限公司已于2025年7月24日被江苏省宜兴市人民法院裁定受理破产清算。鉴于此，远达工程对 鲲鹏环保的应收款项存在重大回收风险。根据《企业会计准则》，基于谨慎性原则，远达工程拟对鲲鹏 环保应收款项进行单项认定并全额计提减值准备。进行单项认定后，本报告期需补提减值准备3295万元 左右，影响公司2025年半年度归属于上市公司股东的净利润2739万元左右。该减值事项将导致2025年半 年度盈利出现大幅下降。 ...

Core Viewpoint - The company anticipates a significant decline in revenue and net profit for the first half of 2025 compared to the same period last year, primarily due to a sharp drop in equipment sales despite growth in material sales [2][3]. Revenue Summary - The company expects to achieve revenue between 270 million to 290 million yuan, representing a decrease of 52.0964 million to 72.0964 million yuan, or a year-on-year decline of 15.23% to 21.07% [2]. - The materials segment is projected to generate revenue of 250 million to 260 million yuan, reflecting a year-on-year growth of 18.67% to 23.41% [2]. - Conversely, the equipment segment is expected to see revenue between 23 million to 24 million yuan, indicating a substantial decline of 81.70% to 82.46% year-on-year [2]. Profit Summary - The company forecasts a net profit attributable to shareholders of 25 million to 29 million yuan, which represents a decrease of 68.41% to 72.77% year-on-year [2]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 4 million to 4.8 million yuan, reflecting a significant decline of 92.46% to 93.71% year-on-year [2]. Performance Drivers - The primary reason for the revenue decline is the significant drop in evaporative source equipment sales, which decreased by 81.70% to 82.46%, despite a 20% increase in material sales revenue [3]. - In the previous year, the company realized an investment gain of 12.71% of total profit from the disposal of part of its stake in Changchun Xianguang Chip Industrial Software Co., Ltd., which did not occur in the current reporting period [3].

Core Viewpoint - The company, Tanshaner, is experiencing a significant decline in its financial performance for the first half of 2025, with net profits expected to drop substantially compared to the previous year [2][3][4] Group 1: Trading Information - On August 8, 2025, Tanshaner closed at 9.14 yuan, up 0.22%, with a turnover rate of 5.14% and a trading volume of 453,700 hands, resulting in a transaction amount of 415 million yuan [1] - The net inflow of main funds on August 8 was 33.0183 million yuan, while retail investors experienced a net outflow of 26.1638 million yuan [1][4] Group 2: Performance Disclosure - Tanshaner announced a performance forecast for the first half of 2025, estimating a net profit attributable to shareholders of 16 million to 22 million yuan, representing a decline of 74.27% to 81.29% compared to the same period last year [2][3][4] - The forecasted net profit after deducting non-recurring gains and losses is expected to be between 12 million and 16 million yuan, reflecting a decrease of 80.32% to 85.24% year-on-year [2][3][4] Group 3: Company Announcement Summary - The decline in performance is attributed to the outdoor business being affected by market conditions and the pace of new product iterations, leading to lower-than-expected sales and increased inventory impairment provisions [3][4] - Additionally, the chip business has been impacted by exchange rate fluctuations, resulting in significant changes in foreign exchange gains and losses, further dragging down overall performance [3][4]

Core Viewpoint - The company,探路者, anticipates a net profit of 12 million to 16 million yuan after deducting non-recurring items for the first half of 2025, indicating a decline in performance compared to previous periods [1] Group 1: Performance Forecast - The company expects a net profit of 12 million to 16 million yuan for the first half of 2025 after deducting non-recurring items [1] Group 2: Reasons for Performance Decline - The decline in performance is attributed to several factors: - The outdoor business faced challenges due to market conditions and the pace of new product iterations, leading to lower-than-expected product sales and increased inventory impairment provisions, which negatively impacted profitability [2] - Although the chip business is developing positively, fluctuations in exchange rates have caused significant changes in foreign exchange gains and losses, further dragging down overall performance [2] Group 3: Financial Highlights - In the first quarter of 2025, the company reported: - Main revenue of 356 million yuan, a year-on-year decrease of 7.04% [2] - Net profit attributable to shareholders of 49.32 million yuan, a year-on-year decrease of 30.7% [2] - Deducted non-recurring net profit of 48.31 million yuan, a year-on-year decrease of 27.78% [2] - Debt ratio of 24.84% [2] - Investment income of -360,800 yuan [2] - Financial expenses of -990,300 yuan [2] - Gross profit margin of 48.81% [2]

Group 1 - The company Tianyi New Materials (688033.SH) expects a net profit attributable to shareholders of -240 million to -190 million yuan for the first half of 2025, indicating a reduction in losses compared to the previous year by 25.28 million to 30.28 million yuan, a year-on-year decrease in losses of 51.30% to 61.44% [1] - The company anticipates a net profit excluding non-recurring gains and losses of -250 million to -200 million yuan for the same period, with a reduction in losses of 25.79 million to 30.79 million yuan, representing a year-on-year decrease in losses of 50.78% to 60.62% [1] - For the first half of 2024, the company reported an operating income of 511.75 million yuan and a total profit of -551.26 million yuan, with a net profit attributable to the parent company of -492.79 million yuan [1] Group 2 - Tianyi New Materials was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 22, 2019, issuing 47,880,000 shares at a price of 20.37 yuan per share [2] - The total amount raised from the issuance was 975.32 million yuan, with a net amount of 867.81 million yuan after deducting issuance costs, exceeding the original plan by 222.21 million yuan [2] - The company plans to use the raised funds for projects related to the production of brake pads and discs for rail transit vehicles, as well as for marketing and service network construction [2] Group 3 - In a specific issuance on October 28, 2022, the company issued 111,438,808 shares at a price of 20.81 yuan per share, raising a total of approximately 2.32 billion yuan [3] - The net amount raised after deducting issuance costs was approximately 2.30 billion yuan, with the funds allocated for high-performance carbon-ceramic brake disc industrialization and automation projects [3] - The total fundraising from both issuances amounts to approximately 3.29 billion yuan [4]

Group 1 - The company expects a net profit attributable to shareholders of between -42.50 million and -30.00 million yuan for the first half of 2025, indicating a loss compared to the same period last year [1] - The expected net profit excluding non-recurring gains and losses for the first half of 2025 is projected to be between -44.50 million and -31.00 million yuan [1] - The primary reasons for the anticipated loss include a decline in operating income, a reduction in overall profits, and the company's self-owned brand still being in a strategic investment phase [1] Group 2 - In the first half of 2024, the total profit was 6.4182 million yuan, with a net profit attributable to shareholders of 2.6941 million yuan, and a net profit excluding non-recurring gains and losses of 2.3505 million yuan [1] - The company was listed on the Shanghai Stock Exchange on September 29, 2020, with an initial public offering of 40.01 million shares at a price of 12.23 yuan per share [1] - The stock is currently in a state of decline, having fallen below its initial offering price [1] Group 3 - The total amount raised from the initial public offering was 489.3223 million yuan, with a net amount of 420.1238 million yuan [2] - The company intended to use the raised funds for brand promotion and channel construction, data center construction and information system upgrades, comprehensive service center construction, and to supplement working capital [2] Group 4 - The total issuance costs for the initial public offering amounted to 69.1985 million yuan, including underwriting and sponsorship fees of 38.6792 million yuan [3]

Group 1 - The number of shareholders for the company as of July 31 is 443,058, a decrease of 42,209 from the previous period, representing a decline of 8.70% [2] - The latest stock price of the company is 22.64 yuan, down 0.79%, with a cumulative decline of 7.70% since the concentration of shares began, showing 3 days of increase and 8 days of decrease [2] - The company's Q1 report indicates a total revenue of 1.246 billion yuan, a year-on-year increase of 38.37%, and a net profit of -99.76 million yuan, a year-on-year increase of 27.67%, with basic earnings per share at -0.0600 yuan [2] Group 2 - On July 15, the company released a half-year performance forecast, expecting a net profit ranging from -100 million yuan to -90 million yuan [3]

Group 1 - The company, Beijing Tianyi Shangjia High-tech Materials Co., Ltd., expects a net profit attributable to shareholders for the first half of 2025 to be between -240 million and -190 million yuan, representing a reduction in losses of 252.79 million to 302.79 million yuan compared to the same period last year, which is a year-on-year reduction of 51.30% to 61.44% [1][3] - The company anticipates a net profit attributable to shareholders after deducting non-recurring gains and losses for the first half of 2025 to be between -250 million and -200 million yuan, with a reduction in losses of 257.88 million to 307.88 million yuan compared to the same period last year, indicating a year-on-year reduction of 50.78% to 60.62% [1][3] - The expected operating revenue for the first half of 2025 is projected to be between 400 million and 450 million yuan, which is a decrease of 61.17 million to 111.17 million yuan compared to the same period last year, reflecting a year-on-year decrease of 11.97% to 21.75% [3][5] Group 2 - The company's performance in the same period last year included an operating revenue of 511.17 million yuan and a net profit attributable to shareholders of -492.79 million yuan [5] - The decline in overall operating revenue for the first half of 2025 is attributed to the weak demand for single crystal pulling materials due to the ongoing destocking and continued sluggishness in the photovoltaic industry chain, despite revenue increases in the rail transit and aerospace sectors [6]

证券代码：688484 证券简称：南芯科技 公告编号：2025-046 上海南芯半导体科技股份有限公司 2025 年半年度主要经营数据自愿性披露的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 （二）业绩预告情况 经过公司财务部初步测算，预计 2025 年半年度实现营业收入 143,000.00 万 元到 150,000.00 万元，较上年同期增长 14.39%到 19.99%。 预计 2025 年半年度归属于上市公司股东扣除非经常性损益的净利润为 8,341.845 万元到 10,791.84 万元，较上年同期减少 59.50%到 47.60%。 （三）公司本次预计的业绩未经注册会计师审计。 二、上年同期经营业绩情况 2024 年上半年，公司营业收入 125,009.58 万元； 2024 年上半年，公司实现归属于上市公司股东的净利润 20,515.38 万元； 2024 年上半年，公司实现归 ...

Core Viewpoint - Yubang Electric (688597) is experiencing a decline in expected net profit for the first half of 2025, primarily due to slower delivery of smart power products and a decrease in bidding prices affecting gross margins [1][3]. Performance Disclosure Highlights - Yubang Electric forecasts a net profit of 21.2 million to 25 million yuan for the first half of 2025, representing a year-on-year decrease of 35.47% to 45.28% - The non-recurring net profit is expected to be between 14.2 million and 16.8 million yuan, reflecting a year-on-year decline of 53.61% to 60.79% - The decline in performance is attributed to the slower-than-expected delivery of smart power products and a drop in bidding prices leading to reduced gross margins - Although the energy storage business shows revenue growth, some projects are operating at a loss due to low gross margins [1][3]. Company Announcements Summary - Yubang Electric announced a buyback period for "Yubang Convertible Bonds" from July 21 to July 25, 2025, with a buyback price of 100.00 yuan per bond (including current interest) - During the buyback period, the "Yubang Convertible Bonds" will stop converting into shares, and the buyback is not mandatory - The company held its third extraordinary general meeting of shareholders in 2025 and the first bondholders' meeting for "Yubang Convertible Bonds," where it approved the termination of certain fundraising project sub-items, project delays, and changes to the implementation entities and locations, triggering additional buyback clauses for the bonds [1].