证券代码：002791 证券简称：坚朗五金 编号：2026-001 广东坚朗五金制品股份有限公司 投资者关系活动记录表 投资者关系 活动类别 □特定对象调研 ☑ 分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（电话会议） 参与单位名称 及人员姓名 长江证券、中泰证券、广发证券、中信证券、东吴证券、中金公司、 华源证券、财通证券、国盛证券、申万宏源证券、平安证券、光大 证券、国联民生 19 位分析师。 时间 2026 年 01 月 29 日（星期四） 19:30-21:00 地点 线上会议 公司接待人员 姓名 董事长兼总裁：白宝鲲先生 董事会秘书：殷建忠先生 财务总监：邹志敏先生 投资者关系活 动主要内容介 绍 1、2025 年度主要经营情况。 2025 年度公司预计归属于上市公司股东的净利润亏损 7000 万元至 9500 万元；扣除非经常性损益后的净利润亏损 9500 万元至 11500 万元，整体营业收入预计同比下降 15%左右。 收入方面：公司持续围绕建筑配套件集成供应战略定位开展 工作。为应对市场变化，公司积极优化业务结构，与房地产关联度 较高的国内业务订单有一定减 ...

Core Viewpoint - The company expects a significant decline in net profit for the year 2025, with estimates ranging from -95 million to -70 million yuan, primarily due to intensified competition in the domestic construction materials industry and a contraction in demand from the real estate market [1] Group 1: Financial Performance - The projected net profit attributable to shareholders for 2025 is estimated to be between -95 million and -70 million yuan [1] - The expected net profit after deducting non-recurring gains and losses is forecasted to be between -115 million and -95 million yuan [1] - Overall operating revenue for 2025 is anticipated to decrease by approximately 15% year-on-year [1] Group 2: Market Conditions - The domestic construction materials industry is facing intensified competition, compounded by a deep adjustment in the real estate market leading to reduced demand [1] - The company's domestic business, which is highly correlated with the real estate sector, is experiencing a decline in orders [1] Group 3: Business Strategy and Operations - The company is focusing on its strategic positioning in integrated supply of construction accessories and is actively optimizing its business structure in response to market changes [1] - There is a notable decline in revenue from engineering channels due to a cautious approach in undertaking large-scale project collaborations [1] - Progress in developing new products and new business scenarios is relatively slow [1] Group 4: International Market Performance - The company has maintained a good growth trend in overseas markets, leveraging prior market development and customer resources [1] - However, the overall contribution of overseas business remains low, insufficient to offset the decline in domestic business [1] Group 5: Asset Impairment - Some assets have shown signs of impairment due to changes in the market environment, prompting the company to make provisions for potential impairments in accordance with accounting standards [1]

（记者 王晓波） 每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 每经AI快讯，坚朗五金1月29日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润为-7000万 元至-9500万元，同比由盈转亏。基本每股收益-0.20元至-0.27元。业绩变动主要原因是，主营业务影 响。2025年公司持续围绕建筑配套件集成供应战略定位开展工作，为应对市场变化，公司积极优化业务 结构，然而公司与房地产关联度较高的国内业务订单减少；同时公司强化风险防控，审慎开展大型工程 项目合作，导致工程渠道收入同比下滑；新产品和新场景业务方面开拓进度相对滞后。在海外市场方 面，公司依托前期市场开发积累和客户资源保持了良好增长趋势，但目前海外业务总体占比还较少，无 法抵冲国内业务下滑影响。因此，2025年度公司整体营业收入预计同比下降15%左右。 ...