1）公司要闻 长城汽车(02333.HK)：2025年营业总收入2227.9亿元，同比增长10.19%；净利润99.12亿元，同比减少21.71%。期内加速构建直连用户的新渠道模式，以及 加大新车型、新技术的上市宣传及品牌提升，投入增加导致净利润下降。 中国南方航空股份(01055.HK)：预计2025年度将实现扭亏为盈，实现归属于上市公司股东的净利润为人民币8亿元到人民币10亿元。 中金公司(03908.HK)：预计2025年净利润85.42亿元到105.35亿元，同比增加50%到85%。 智通财经1月30日讯（编辑 冯轶）智通财经为您带来今日港股重要公告 弘阳地产(01996.HK)：延长提早重组支持协议费用期限及基础重组支持协议费用期限。 大唐发电(00991.HK)：预计2025年净利润为约68亿元至78亿元，同比增加约51%至73%。 荣昌生物(09995.HK)：预计2025年度营业收入约人民币32.5亿元，同比增加约89%；净利润约人民币7.16亿元，实现扭亏为盈。 海吉亚医疗(06078.HK)：预计2025年的收入约为40.0–40.5亿元，同比下降约9%至10%; 净利润约为1.4–2.0 ...

格隆汇1月28日丨宝莫股份(002476.SZ)公布，预计2025年1月1日至2025年12月31日归属于上市公司股东 的净利润2591万元-3883万元，比上年同期下降31.14%-54.06%；扣除非经常性损益后的净利润2185万 元-3275万元，比上年同期增长422.23%-682.74%。 报告期内，公司扣除非经常性损益后的净利润变动，主要是公司化学品业务销量较上年同期增加，主营 业务收入较上年同期增长；同时，公司全资子公司成都宝莫矿业有限公司于本报告期内收回在上年同期 已确认的应收股权转让款。 ...

Core Viewpoint - The company, Hanma Technology Group Co., Ltd., anticipates a significant decline in net profit for the year 2025, projecting a net profit of approximately RMB 50 million, which represents a decrease of about 68% compared to the previous year [1][2]. Financial Performance Forecast - The company expects to achieve a net profit attributable to shareholders of approximately RMB 50 million for the year 2025, a decrease of around RMB 10.7 million from the previous year [2]. - The projected net profit attributable to shareholders, after excluding non-recurring gains and losses, is expected to be around RMB -66 million, indicating an improvement of RMB 101.2 million compared to the previous year [2]. - The anticipated operating revenue for 2025 is approximately RMB 6.6 billion, reflecting an increase of about RMB 2.37 billion, or 56%, year-on-year [2]. Previous Year Performance - In the previous year, the total profit was RMB 113.55 million [3]. - The net profit attributable to shareholders was RMB 157.23 million, while the net profit after excluding non-recurring items was RMB -1.08 billion [4]. - The basic earnings per share for the previous year were RMB 0.10 [4]. Reasons for Performance Changes - The significant changes in performance are attributed to the completion of the company's judicial reorganization in 2024, which resulted in a recognized reorganization gain of RMB 1.19 billion, greatly impacting profit metrics [4]. - The year 2025 marks the first accounting year post-reorganization, during which the company is focusing on optimizing operational efficiency, implementing cost reduction measures, and effectively controlling expenses, leading to increased sales volume and revenue, as well as improved gross margins [4].

Group 1 - 32 companies have announced their annual performance forecasts, with 26 companies expecting profit increases, representing 81.25% of the total [1] - Among the companies expecting profit increases, one company anticipates a net profit growth exceeding 100%, while four companies expect a net profit growth between 50% and 100% [1] - Bai Ao Sai Tu is projected to have the highest net profit growth at a median of 303.57%, followed by N Heng Dong Guang and C Qiang Yi with median growths of 92.25% and 66.24% respectively [1] Group 2 - The average decline for companies expected to double their profits this year is 22.07%, underperforming compared to the Shanghai Composite Index [2] - The list of companies with expected significant profit increases includes Bai Ao Sai Tu with a median net profit growth of 303.57%, N Heng Dong Guang at 92.25%, and C Qiang Yi at 66.24% [2] - Other notable companies include Zijin Mining with a median net profit growth of 60.50% and Mu Xi Co., Ltd. with a growth of 54.22% [2]

Core Insights - A total of 19 companies have announced their performance forecasts for the year 2025, with 13 expecting profit increases, 2 forecasting profit declines, and 1 predicting a loss [1] Performance Forecast Summary - **Profit Increase**: - Companies such as Bai'ao (688796) expect a profit increase of 303.57%, with a closing price of 50.25 and a year-to-date decline of 23.63% [1] - Lixun Precision (002475) anticipates a profit increase of 26.09%, with a closing price of 58.66 and a year-to-date increase of 44.73% [1] - Other notable companies with profit increases include Hongyuan (920018) at 21.42%, Aomei (920080) at 16.44%, and China Uranium (001280) at 11.42% [1] - **Profit Decline**: - Zhongcheng (920003) forecasts a profit decline of 4.14%, with a closing price of 34.15 and a year-to-date decline of 11.39% [1] - Jinhua (920015) expects a profit decline of 5.47%, with a closing price of 51.11 and a year-to-date increase of 20.86% [1] - **Loss Forecast**: - C Muxi (688802) is predicting a loss but expects to reduce losses by 54.22%, with a closing price of 829.90 [1]

Core Viewpoint - The company, Woge Optoelectronics (603773), anticipates a revenue of 1.15 billion to 1.32 billion yuan in the first half of 2025, reflecting a year-on-year growth of 10.36% to 26.68% [1] Financial Performance - The expected net profit attributable to the parent company for the first half of 2025 is projected to be a loss of 65 million to 45 million yuan [1] - The anticipated net profit attributable to the parent company, excluding non-recurring gains and losses, is expected to be a loss of 75 million to 53 million yuan [1]