监管工作函的回复公告 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。 四川天微电子股份有限公司（以下简称"公司"）于2026年1月23日收到上海证券交易所上市公司管理二 部发送的《关于四川天微电子股份有限公司业绩预告相关事项的监管工作函》（上证科创公函【2026】 0030号）（以下简称"《工作函》"），公司会同年审会计师事务所四川华信（集团）会计师事务所（特 殊普通合伙）（以下简称"四川华信"或"年审会计师"）就《工作函》有关问题逐项进行了认真的核查落 实，现就相关问题回复如下： 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688511 证券简称：*ST天微 公告编号：2026-008 四川天微电子股份有限公司 关于对上海证券交易所业绩预告相关事项的 问题一、公告显示，公司预计2025年营业收入同比增长67.19%到105.77%，主要系本年订单增加所致。 请公司补充披露：（1）报告期内前十大客户主要销售产品、销售金额、是否为关联方或新进入客户、 收入确认依据、应收账款收回情况等；（2）对于按暂定价格确认 ...

该公司产品的市场需求主要来自高速公路等基础设施新建项目和已经建成的公路、桥梁等基础设施的路面维护需求。随着 高速公路保有量的逐年递增，每年的养护工程量也随之增加，亦为公司沥青业务的重要来源。 公开资料显示，宁波国沛专注于沥青仓储、沥青加工、改性沥青生产及销售，其地处长三角宁波经济开发区，毗邻港区， 宁波国沛生产基地拥有良好的沥青船舶装卸条件，较大的沥青仓储库容及优秀的区位物流优势，是行业内目前华东地区较大的 生产资源型资产。财务数据显示，2024年度，宁波国沛营业收入3.06亿元，净利润893.82万元，2025年1月至9月营收达7.42亿 元，净利润1761.16万元。宁波国沛未来3年业绩承诺净利润累计不低于7200万元，其中，2025年度不低于1600万元，为公司带 来稳定利润与华东市场渠道协同。 国创高新自成立以来主要从事路面改性沥青系列产品的研发、生产及销售。公司改性沥青产品主要用于高速公路、国省道 公路、城市主干道、机场跑道以及市政专用道路等工程的路面铺设及养护。 本报讯 （记者李万晨曦）1月22日晚，湖北国创高新材料股份有限公司（以下简称"国创高新"）发布2025年度业绩预告， 公司预计2025年 ...

Group 1 - The company expects a positive net profit for the fiscal year 2025, indicating a turnaround from previous losses [1] - The performance forecast period is from January 1, 2025, to December 31, 2025 [1] - The company completed the acquisition of 100% of Ningbo Guopei Petrochemical Co., Ltd. in October 2025, which will significantly impact overall performance due to the consolidation of financial results [4] Group 2 - The company has communicated with its accounting firm regarding the performance forecast, and there are no significant disagreements [2] - The performance forecast has not undergone pre-audit by the accounting firm [3] - The company has improved its accounts receivable management, successfully recovering a substantial amount, which positively affects net profit by reversing credit impairment losses [4]

Group 1 - The core viewpoint of the report is that Minsheng Securities has given Huaxia Airlines (002928.SZ, latest price: 10.56 yuan) a "recommended" rating based on several positive indicators [1] Group 2 - In Q3 2025, the company experienced an increase in revenue through price adjustments, with both capacity and passenger load factor improving year-on-year, although passenger kilometer revenue declined [1] - The recovery in utilization rates and a decrease in oil prices have improved unit costs, and adjustments in fleet structure may still provide room for further cost improvements [1] - The company is continuing to recover from credit impairment losses, which is a positive sign for its financial health [1] - Institutional purchases of capacity are providing a floor for unit revenue during the off-peak season, and the performance of tourism routes during this period is expected to enhance overall unit revenue for the year [1]

Core Viewpoint - The company has announced the reversal of credit impairment losses and asset impairment losses amounting to 1.9996 million yuan, which will positively impact the profit for the first three quarters of 2025 [8][10]. Financial Data - The financial report for the third quarter of 2025 has not been audited [3][7]. - The company has identified and tested for impairment on its assets as of September 30, 2025, leading to a total reversal of impairment losses of 199.96 thousand yuan [8][9]. - The specific breakdown of the reversal includes 53.15 thousand yuan for credit impairment losses and 146.81 thousand yuan for asset impairment losses [9][10]. Shareholder Information - As of the reporting period, the company holds 2,025,300 shares in its repurchase account, representing 1.50% of the total share capital [4]. Meeting Resolutions - The third board meeting and the second supervisory meeting of the company were held on October 30, 2025, where the quarterly report and the reversal of impairment losses were approved unanimously [15][18][26].