2025年，植提类业务实现的收入和毛利额同比增长，是公司发展的基石，其中辣椒红实现销量1万吨以 上，同比增长约27%；辣椒精销量约2900吨，同比增长约65%；叶黄素销量约4.6亿克，同比略有下降。 棉籽类业务减少了贸易业务，实现收入约29亿元，同比有所下降，但随着行情回暖，产品利润率回升， 同比实现扭亏为盈。综上影响，公司整体业绩较上年同期上升。经初步测算，预计2025年实现营业收入 约66亿元，实现归属于上市公司股东的净利润为35,000万元—40,500万元，同比增长272.14%至 330.62%，其中非经常性损益影响金额约7,600万元。 格隆汇1月13日丨晨光生物(300138.SZ)公布，预计2025年归属于上市公司股东的净利润35,000万元— 40,500万元，比上年同期增长272.14%至330.62%，归属于上市公司股东扣除非经常性损益后的净利润 27,400万元—32,900万元，比上年同期增长519.13%至643.41%。 ...

中船防务（600685）(00317)盘中涨超4%，截至发稿，涨2.72%，报15.46港元，成交额6886.16万港元。 消息面上，1月9日晚，中船防务发布公告，预计2025年年度实现归属于母公司所有者的净利润人民币 9.4亿元到11.2亿元，同比增加149.61%到196.88%。预计2025年年度实现归属于母公司所有者的扣除非 经常性损益的净利润人民币8.5亿元到10.2亿元，同比增加153.27%到203.93%。 报告期内，公司经营业绩稳步增长，主要是船舶产品收入及生产效率有所提升，产品毛利同比改善；以 及联营企业经营业绩显著提升，参股公司分红金额增加，公司相应确认投资收益同比大幅增加。 ...

Core Viewpoint - China Shipbuilding Defense (中船防务) expects a significant increase in net profit for the year 2025, projecting a range of RMB 940 million to RMB 1.12 billion, which represents a year-on-year growth of 149.61% to 196.88% [1] Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to be between RMB 850 million and RMB 1.02 billion, reflecting a year-on-year increase of 153.27% to 203.93% [1] - The steady growth in operating performance is attributed to increased revenue from shipbuilding products and improved production efficiency, along with enhanced gross margins year-on-year [1] Group 2: Investment Gains - The significant improvement in the operating performance of joint ventures has led to an increase in dividend income from associated companies, resulting in a substantial year-on-year rise in investment income recognized by the company [1]

Core Viewpoint - Dali Cap (301566) acknowledges that its stock price in the secondary market is influenced by multiple external factors, leading to short-term volatility [1] Financial Performance - For the first three quarters of 2025, the company's operating revenue reached 286 million yuan, representing a year-on-year growth of 13.75% [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, increased by 36.51% compared to the same period last year [1] Business Strategy - The company focuses on continuously optimizing operational efficiency and strengthening market competitiveness to solidify its fundamentals [1] - Dali Cap aims to enhance economic benefits while adhering to standardized operations and prioritizing its core business [1] - The company emphasizes the importance of market capitalization growth to reward the trust of its investors [1]

Core Viewpoint - Yutong Heavy Industry (600817) aims to enhance operational management and promote high-quality development, focusing on continuous performance improvement and stable dividend policies to reward investors [1] Financial Performance - For the first three quarters of 2025, the net profit attributable to shareholders is approximately 187 million yuan, representing a year-on-year increase of 43.16%, indicating improved operational quality [1] - The company plans to implement two profit distributions in 2025, with a total cash dividend of 3.8 yuan for every 10 shares [1] Market Influences - The stock price in the secondary market may be influenced by multiple factors, including macroeconomic conditions, industry development trends, market sentiment, and changes in investor expectations [1]

格隆汇1月2日｜摩根士丹利发表报告指，紫金黄金国际公布2025年初步净利润为15亿至16亿美元，按年 增212%至233%，高于市场预期13.5亿美元。2025年第四季隐含利润为5.95亿至6.95亿美元，高于第三季 的3.85亿美元，按季增长主因10月整合RG项目及2025年第四季金价走高。报告指，公司2025年黄金产 量达46.5公吨，较2024年(不含Porgera项目)的38.9公吨增长，符合管理层约47公吨的预期。2026年产量 目标设定为57公吨黄金，市场预期为56.7公吨。 ...

报告期内，公司化学业务聚焦市场需求，优化营销策略；物流业务持续优化资产结构，聚焦优势业务， 提升盈利能力。公司归属于母公司股东的净利润同比增长主要有以下原因：（1）公司经营业绩取得良 好增长；（2）公司转让传化支付有限公司股权和青岛传化物流基地有限公司股权确认相关投资收益； （3）公司回购浙江传化合成材料股份有限公司少数股东股权提升持股比例。 格隆汇12月31日丨传化智联(002010.SZ)公布，预计2025年归属于上市公司股东的净利润54,000万元– 70,000万元，比上年同期增长256.07%-361.57%，扣除非经常性损益后的净利润32,000万元–43,000万 元，比上年同期增长68.34%-126.21%。 ...

Core Viewpoint - The company expects a significant increase in net profit for the fiscal year 2025, projecting a range of 540 million to 700 million yuan, representing a growth of 256.07% to 361.57% compared to the previous year's net profit of 152 million yuan [1] Financial Performance - The net profit attributable to shareholders is projected to be between 540 million and 700 million yuan for 2025, a substantial increase from 152 million yuan in the previous year [1] - The net profit after deducting non-recurring gains and losses is expected to be between 320 million and 430 million yuan, which is an increase of 68.34% to 126.21% from the previous year's 190 million yuan [1] Business Developments - The company has achieved good growth in operating performance, which includes the transfer of equity in Transfar Pay Co., Ltd. and Qingdao Transfar Logistics Base Co., Ltd., confirming related investment income [1] - The company has also repurchased minority shareholder equity in Zhejiang Transfar Synthetic Materials Co., Ltd., increasing its shareholding ratio [1]

Core Viewpoint - AEON CREDIT reported a significant increase in its financial performance for the first nine months of the fiscal year 2025/26, indicating strong growth in profitability and earnings per share [1] Financial Performance - The company's unaudited consolidated profit before tax for the first nine months was HKD 425 million, representing a 29.1% increase compared to the same period last year, which is an increase of HKD 95.7 million [1] - After deducting tax expenses of HKD 71.8 million, the group's profit recorded a growth of 28.1%, with net profit rising from HKD 275 million in the first nine months of the fiscal year 2024/25 to HKD 353 million in the reporting period [1] - Earnings per share increased from HKD 0.6574 to HKD 0.8422 during the reporting period [1]

（编辑 袁冠琳） 证券日报网讯 12月17日，瑞达期货在互动平台回答投资者提问时表示，2025年下半年公司依然扎实、 稳健地推进各项业务均衡发展，尤其是资产管理业务及风险管理业务，截至2025年前三季度，公司营业 总收入虽较上年同期略有下降，但归属于上市公司股东的净利润较上年同期增长42.15%。 ...