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东岳硅材(300821.SZ):预计2025年净亏损1370万元-2540万元
Ge Long Hui A P P· 2026-01-28 13:50
Core Viewpoint - Dongyue Silicon Materials (300821.SZ) expects a net profit attributable to shareholders of the listed company to be between -25.4 million and -13.7 million yuan for 2025, with a net profit excluding non-recurring gains and losses projected to be between -3.1 million and -1.6 million yuan [1] Group 1: Financial Performance - The company's main product average prices have further declined due to market conditions, leading to a decrease in sales revenue and gross margin compared to the same period last year [1] - A fire incident in July 2025 at the company's synthetic workshop caused partial production facility shutdowns, with production resuming gradually until the end of November 2025, negatively impacting the annual performance due to downtime losses [1] Group 2: Market Conditions - Since December 2025, the organic silicon industry has seen companies strengthen self-discipline, leading to an improvement in the chaotic low-price competition in the market, with prices returning to a reasonable range [1] - The company's operational performance has gradually improved following the market stabilization [1]