（编辑 袁冠琳） 证券日报网1月28日讯 ，闰土股份在接受调研者提问时表示，经公司财务部门初步测算（未经审计机构 审计），预计2025年度实现归属于母公司所有者的净利润60000万元-70000万元，同比增长 181.05%-227.89%；预计2025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27000万 元-37000万元，同比增长26.75%-73.70%。公司2025年度的具体财务数据以2025年度报告披露的数据为 准。 ...

鸿利智汇1月27日公告，预计2025年度实现归母净利润8600万元-1.28亿元，同比增长5.72%-57.35%。预 计本报告期非经常性损益对公司净利润的影响约为2,300万元，非经常性损益的项目主要为非流动性资 产处置损益、单独进行减值测试的应收款项减值准备转回及营业外收支等影响。 ...

复旦微电公告，预计2025年度实现归属于母公司所有者的净利润约为人民币1.9亿元至2.83亿元，与上年 同期相比，将减少3.83亿元到2.9亿元，同比减少66.82%至50.58%。预计2025年度营业收入约为人民币 39.3亿元至40.3亿元，与上年同期相比，将增加3.4亿元至4.4亿元，同比增加9.46%至12.25%。 ...

Core Viewpoint - The company, Jiaokong Technology, anticipates achieving approximately 2.6 billion yuan in revenue and around 150 million yuan in net profit attributable to shareholders by 2025, with final figures subject to annual audit and formal disclosure in the 2025 annual report [2] Financial Performance - Expected revenue for 2025 is approximately 2.6 billion yuan [2] - Projected net profit for 2025 is around 150 million yuan [2] Disclosure and Compliance - The company emphasizes adherence to the Securities Law of the People's Republic of China and relevant exchange regulations regarding information disclosure [2] - Any performance forecast that meets disclosure conditions will be announced in a timely manner [2] Profit Distribution - The profit distribution plan for 2025, including potential stock dividends, will be determined by the board based on profitability, cash flow, and development plans, and will be submitted for shareholder approval [2] - The company prioritizes investor returns and will announce any related plans in accordance with legal requirements [2]

Core Viewpoint - Applied Materials (AMAT) shares fell over 14% in pre-market trading on August 15 due to the company's forecast of fourth-quarter revenue and profit being below expectations, raising concerns about demand [1] Company Summary - Applied Materials predicted lower-than-expected revenue and profit for the fourth quarter, which has led to a significant drop in stock price [1] - The decline in stock price reflects investor concerns regarding the company's future demand and overall market conditions [1] Industry Summary - The forecasted decline in revenue and profit from Applied Materials may indicate broader challenges within the semiconductor and materials industry, potentially affecting investor sentiment and market dynamics [1]

Core Insights - Performance Food Group Company (PFGC) reported better-than-expected fourth-quarter results, with adjusted earnings per share of $1.55, surpassing the analyst consensus estimate of $1.45. Quarterly sales reached $16.938 billion, exceeding the expected $16.860 billion, reflecting an 11.5% year-over-year increase [1]. Financial Performance - For the first quarter, Performance Food Group anticipates sales between $16.60 billion and $16.90 billion, slightly below the consensus estimate of $16.916 billion. The company projects adjusted EBITDA to be approximately $465 million to $485 million [2]. - For the full fiscal year 2026, the company expects net sales to range from $67 billion to $68 billion and adjusted EBITDA to be between $1.9 billion and $2.0 billion [2]. Stock Performance and Analyst Ratings - Following the earnings announcement, Performance Food Group shares fell by 0.7%, trading at $100.57 [3]. - Analysts have adjusted their price targets for Performance Food Group: Wells Fargo raised its target from $100 to $115, UBS increased its target from $110 to $120, and Barclays raised its target from $112 to $120, all maintaining positive ratings [8].

Group 1 - Advanced Micro Devices (AMD) reported a revenue that exceeded expectations for the first quarter and provided a second-quarter revenue guidance that also surpassed forecasts, resulting in a stock increase of approximately 2% [1] - Super Micro Computer (Supermicro) experienced a decline of about 4% in its stock price after the company lowered its full-year sales forecast and acknowledged the impact of tariffs imposed by former President Trump [1] - Novo Nordisk's stock rose approximately 6% as analysts from JPMorgan noted that the company's decision to lower its earnings guidance for the year has already been reflected in its stock price [1]