本报记者 王镜茹 近期，A股上市公司开始陆续披露2025年业绩预告。 新能源汽车与储能市场持续扩容，为上游材料厂商提供了广阔市场空间。广州天赐高新材料股份有限公司预计2025年归属 于上市公司股东的净利润为11亿元至16亿元，同比增长127.31%至230.63%。公告显示，公司业绩增长主要得益于新能源汽车与 储能市场需求快速增长，带动公司锂离子电池材料销量同比大幅增长，同时受益于核心原材料产能爬坡与生产环节的成本管 控，公司整体盈利能力提升。 在光通信领域，技术升级红利正加速释放。珠海光库科技股份有限公司预计2025年归属于上市公司股东的净利润为1.69亿 元至1.82亿元，同比增长152.00%至172.00%。该公司相关负责人此前在接受机构调研时表示，公司多款高功率光纤激光器件、 光通信器件代表了行业较高水平。 得益于渠道下沉与加盟模式的规模化落地，孩子王儿童用品股份有限公司预计2025年实现归属于上市公司股东的净利润为 2.75亿元至3.30亿元，同比增长51.72%至82.06%。 此外，在生物医药领域，百奥赛图（北京）医药科技股份有限公司预计2025年归属于母公司股东的净利润为1.35亿元，同 比 ...

Core Viewpoint - Seven companies in the A-share market have collectively announced optimistic performance forecasts for 2025, with expected year-on-year profit growth exceeding 300% for some, indicating strong recovery in specific industries and the ability of companies to navigate through cycles via product upgrades, cost control, and strategic mergers and acquisitions [1][4]. Group 1: Company Performance Highlights - Transfar Zhilian is expected to achieve a net profit of 6.5 billion to 7 billion yuan, representing a year-on-year increase of 256.07% to 361.57%, driven by high-margin product focus and strategic asset optimization [3][4]. - Tianci Materials anticipates a net profit of 11 billion to 16 billion yuan, with a growth of 127.31% to 230.63%, primarily due to the expanding demand for lithium-ion battery materials in the electric vehicle and energy storage markets [4][7]. - Guangku Technology forecasts a net profit increase of 152% to 172%, attributed to continuous investment in new product development and successful market expansion [4]. Group 2: Industry Trends and Drivers - The performance of companies related to the lithium battery supply chain has significantly improved, reflecting a recovery in both downstream demand and upstream material prices [6][7]. - Salt Lake Co. expects a net profit of 8.29 billion to 8.89 billion yuan, with a year-on-year increase of 77.78% to 90.65%, driven by rising market prices for its main product, potassium chloride [7]. - The overall recovery in the lithium battery industry is characterized by strong end-market demand driving growth in midstream battery manufacturing and material production, which in turn supports upstream resource extraction and processing [7]. Group 3: Additional Company Insights - Shougang Co. has achieved growth through a commitment to high-end product transformation and cost reduction, enhancing profitability despite market challenges [5]. - Kidswant has implemented a "three expansion" strategy and accelerated its franchise model, particularly in lower-tier markets, resulting in over 50% growth [5]. - Huazhong Steel is expected to achieve positive net profit growth despite facing a one-time environmental tax payment of over 657 million yuan, showcasing its operational resilience through cost control and ongoing transformation efforts [5].

其中， 传化智联以归母净利润上限 7 亿元、同比预增 361.57% 的成绩，成为此次业绩预 告 中的亮点。 从智慧物流到新能源材料，从光通信到母婴零售，这批公司的高增长预期，不仅反映了特定 行业景气度的强劲 回升 ，也显示了企业通过产品升级、成本控制和战略并购穿越周期的能 力。 【导读】 7 家公司同步预告 2025 年度业绩，最高预增超 300% 中国基金报记者 夏天 2025 年 12 月 31 日晚， A 股市场迎来一波年度业绩预告 " 报喜潮 " 。天赐材料、首钢股 份、传化智联、孩子王、光库科技、盐湖股份、华菱钢铁等 7 家上市公司集体发布 2025 年 度业绩预告，纷纷预计全年业绩将实现同比大幅增长。 | | | | 预告归母净利润 | | | | | --- | --- | --- | --- | --- | --- | --- | | 출을 | 代理 | 名称 | 下限(万元) | 上限(万元) | 同比增长下限 同比增长上限 | (%) = | | | | | | | (%) 一 | | | 1 | 002010.SZ 传化智联 | | 54,000.00 | 70,000.00 | 25 ...

Monetary Policy - On December 31, the People's Bank of China conducted a 7-day reverse repurchase operation of 528.8 billion CNY at a fixed rate of 1.40%, with a net injection of 502.8 billion CNY after accounting for 26 billion CNY maturing reverse repos [1] Stock Market Performance - The A-share market opened slightly higher on December 31, with the Shanghai Composite Index up by 0.1%, the Shenzhen Component Index up by 0.13%, and the ChiNext Index up by 0.22% [2] - The precious metals sector showed overall gains, while sectors such as agriculture, retail, and oil and petrochemicals underperformed [2] Metals Sector - The non-ferrous metals sector saw a rise on December 31, with active trading in industrial metals, copper, cobalt, and nickel stocks. Jiangxi Copper reached its daily limit, with other stocks like Shengxin Lithium Energy and Zijin Mining also experiencing gains [3][6] Individual Stock Highlights - Jiangxi Copper's stock reached a peak of 55.28 CNY, with a trading volume of 584,500 hands and a market capitalization of 191.32 billion CNY [4] - Jiamai Packaging achieved an 11-day consecutive limit-up, trading at 13.04 CNY per share [7][10] - The stock of Hengtong Light surged by 1007.95% upon its debut on the Beijing Stock Exchange, opening at 350 CNY per share [11][13] Company Announcements - Jiamai Packaging announced that its main business had not undergone significant changes, and there are no plans for major asset restructuring in the near future [10] - Hengtong Light, established in 2011, focuses on passive optical device products and has a client base that includes major companies like Google, Amazon, and Microsoft [11][14]

Core Viewpoint - The company, Hengdongguang, has successfully issued shares at a price of 31.59 yuan per share, raising a total of 324 million yuan for various expansion projects and working capital [2]. Group 1: Financial Overview - The total number of shares issued by the company is 10.25 million [2]. - The company's projected operating revenues for 2022, 2023, and 2024 are 475 million yuan, 613 million yuan, and 1.315 billion yuan, respectively [3]. - The projected net profits attributable to the parent company for the same years are 59.61 million yuan, 63.84 million yuan, and 147 million yuan [3]. Group 2: Business Operations - Hengdongguang specializes in the research, manufacturing, and sales of passive optical devices in the optical communication field [2]. - The main business segments include passive optical fiber cabling, passive inline optical devices, and related supporting businesses [2]. - Key products consist of optical fiber jumpers, flexible optical fiber line products, and management products for cabling, as well as multi-fiber parallel passive inline optical devices and PON optical module passive inline optical devices [2]. Group 3: Technological Advancements - The company is focused on building advanced manufacturing capabilities for optical communication devices [2]. - It has developed a proprietary "sub-micron digital motion control technology platform" to achieve mass production of optical devices with sub-micron precision, which traditional manual production methods cannot achieve [2]. - The company leverages advanced manufacturing and digital technologies, along with over a decade of accumulated manufacturing experience, to ensure high reliability and consistency in high-precision optical device production [2].

证券日报网讯12月23日，铭普光磁（002902）发布公告称，截至本公告披露日，公司对子公司担保额度 累计发生最高主债权金额为40，200万元和相关利息等费用(含本次担保)，占公司最近一期2024年12月 31日经审计净资产的比例为42.14%。公司因出售控股子公司深圳宇轩股权被动形成对外担保累计发生 最高主债权金额为3，550万元和相关利息等费用，占公司最近一期2024年12月31日经审计净资产的比例 为3.72%。除上述外，公司不存在对合并报表范围之外的第三方提供担保的情况，也无逾期对外担保、 涉及诉讼的担保。 ...

Group 1 - The core transaction on December 12 involved a block trade of 95,500 shares of Shijia Photon, with a total transaction value of 10.4061 million yuan, at a price of 109.00 yuan per share [2][4] - In the last three months, the stock has seen a total of two block trades, with a cumulative transaction value of 16.0072 million yuan [3] - The closing price of Shijia Photon on the same day was 109.00 yuan, reflecting an increase of 11.45%, with a turnover rate of 12.24% and a total trading volume of 5.761 billion yuan [3] Group 2 - The latest margin financing balance for the stock is 1.276 billion yuan, which has increased by 159 million yuan over the past five days, representing a growth of 14.28% [4] - Shijia Photon Technology Co., Ltd. was established on October 26, 2010, with a registered capital of 4.58802328 billion yuan [4]

同样，武汉华工图像技术开发有限公司将激光全息等尖端防伪技术集成于产品，广泛应 用于国家证卡、高端消费品等领域，在国际市场上占有率显著，在国内市场份额领先， 是"武汉精品"走向国际的典型代表。 科技赋能，迈向专精特新 坚持以科技创新驱动品牌升级，走专精特新的发展道路，是"武汉精品"企业的共同抉 择。武汉高德智感科技有限公司专注于红外热成像技术的民用化领域，凭借持续创新以及智 能工厂的建设，其产品与解决方案深度服务于电力、智能智造、安全监控等多个维度的场 景，走出了一条特色显著的科技深耕之路。 产业转型是城市实现高质量发展的关键一环。武汉正稳步从传统制造业向高端智造和高 新技术领域进军。在"武汉精品"的引领下，一批卓越企业成为这场深刻变革的生动范例，共 同展现出创新驱动下的城市新活力。 创新驱动，构筑核心优势 创新是"武汉精品"最为鲜明的底色。以北斗产业为例，武汉依迅北斗时空技术股份有限 公司牵头研发的国内首款14纳米北斗高精度授时芯片，成功推出多款北斗高精度模组及终 端，广泛应用于智能交通、智慧城市、精准农业等领域。其农机智能监测系统融合北斗与惯 性导航技术，实现了田间作业的智能化与精准化，在全国范围内得到广泛 ...

证券代码：300394 证券简称：天孚通信 苏州天孚光通信股份有限公司 投资者关系活动记录表 编号：2025-006 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（线上通讯会） 参 与 单 位 名 称 （ 排 名 不 分 先 后） 广发证券、东吴证券、中金财富、华泰证券、华安基金及参与 "创业板系列 ETF 中国行：走进创业板 50 成分股公司一天孚通 信" 的投资者 时间 2025 年 11 月 27 日 13:30-16:30 地点 苏州高新区长江路 695 号 上市公司接待人 员姓名 董事会秘书兼副总经理 陈凯荣 证券部工作人员 投资者关系活动 主要内容介绍 一、参观公司展厅及介绍公司情况 二、投资者交流提问 1.公司光引擎产品未来的市场拓展机会如何？ 答：公司目前已具备 800G 及 1.6T 高速光引擎的量产能力，未 来将依托现有技术优势，持续拓展新客户，把握市场增长机遇。 2. 公司物料供应是否稳定？ 答：目前行业总体需求增长较快，部分物料出现阶段性提产瓶 颈，公司与供应商积极沟通协调，努力提升交付，保障客户 ...

Core Viewpoint - The company, Tianfu Communication, positions itself as a provider of overall optical device solutions and advanced optoelectronic packaging manufacturing services, primarily serving optical module manufacturers as its main clients [1] Group 1 - The company does not sell directly to end-users, with its main revenue sources detailed in the third section of its regular reports [1] - The company offers a range of products tailored to different speed requirements, currently focusing on supporting products with speeds of 400G, 800G, and 1.6T [1]