Core Viewpoint - The company, Guangdong Shengyi Technology Co., Ltd., anticipates a significant increase in net profit for the fiscal year 2025, projecting a rise of 50% or more compared to the previous year [2]. Financial Performance Forecast - The company expects a net profit attributable to shareholders of the parent company to be between 3.25 billion yuan and 3.45 billion yuan for 2025, representing an increase of 1.51133 billion yuan to 1.71133 billion yuan, or a year-on-year growth of 87% to 98% [4]. - The projected net profit, excluding non-recurring gains and losses, is estimated to be between 3.08 billion yuan and 3.28 billion yuan, which indicates an increase of 1.40490 billion yuan to 1.60490 billion yuan, or a year-on-year growth of 84% to 96% [4]. Previous Year’s Financial Performance - In the previous year, the total profit was 2.06793 billion yuan, with a net profit attributable to shareholders of the parent company at 1.73867 billion yuan, and a net profit excluding non-recurring gains and losses at 1.67510 billion yuan [6]. Reasons for Profit Increase - The increase in profit is attributed to a rise in sales volume of copper-clad laminates and an increase in revenue from these products, alongside continuous optimization of product structure to enhance gross margins [8]. - The subsidiary, Shengyi Electronics Co., Ltd., has focused on high-end market segments, increased R&D investment, and improved production capacity, leading to a higher proportion of high-value-added products and strengthening the company's competitive advantage in the mid-to-high-end market [8].

Core Viewpoint - Mingyang Circuit (300739.SZ) expects a net profit attributable to shareholders of 78 million to 95 million yuan for 2025, representing a year-on-year growth of 585.19% to 734.52% [1] Financial Performance - The net profit excluding non-recurring gains and losses is projected to be between 68 million and 85 million yuan [1] - The company is focusing on its core business and capitalizing on industry recovery opportunities [1] Strategic Initiatives - The company is actively expanding its market presence and deepening relationships with key customers [1] - Increased investment in research and development for high-value areas such as high-speed products and semiconductor test boards is being prioritized [1] - The company is implementing lean production and quality improvement measures to achieve significant annual performance growth [1]

证券代码：002916 证券简称：深南电路 深南电路股份有限公司投资者关系活动记录表 编号：2026-01 投资者关系 活动类别 √特定对象调研 □分析师会议 □现场参观 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □其他 （ ） 活动参与人 员（排名不 分先后） 国海证券、汇添富基金、易方达基金 上市公司 接待人员 战略发展部总监、证券事务代表：谢丹；证券事务主管：阳佩琴 时间 2026 年 1 月 29 日 地点 公司会议室 形式 实地调研 投资者关系 活动主要内 容介绍 交流主要内容： Q1、请介绍公司 2025 年业绩预增情况。 2025 年，公司把握 AI 算力升级、存储市场需求增长、汽车电动智能化三大增长机 遇，通过强化市场开发力度、提升市场竞争力，推动产品结构优化。同时，深入推进数字 化转型与智能制造升级，提升运营管理能力，助益公司营收规模和利润实现同比增长。 2025 年，公司预计实现归母净利润 31.5 亿元~33.4 亿元，预计同比增长 68%~78%；预 计实现扣非净利润 29.9 亿元~31.7 亿元，预计同比增长 72%~82%。（2025 年度业绩预告数 据仅为公司财务部初 ...

Core Viewpoint - The company, Mingyang Circuit, expects to achieve a net profit attributable to shareholders of 78 million to 95 million yuan in 2025, representing a year-on-year growth of 585.19% to 734.52% [1] Group 1 - The company is increasing its research and investment in high-value areas such as high-speed products and semiconductor test boards, which is driving product structure optimization [1] - The company is fully promoting lean production and quality improvement measures, leading to significant growth in annual performance [1]

Core Viewpoint - Shengyi Technology (600183.SH) expects a significant increase in net profit for the fiscal year 2025, projecting a net profit attributable to shareholders of the parent company between 3.25 billion yuan and 3.45 billion yuan, representing a year-on-year increase of 87% to 98% [1] Financial Performance - The company anticipates a net profit excluding non-recurring gains and losses for 2025 to be between 3.08 billion yuan and 3.28 billion yuan, reflecting a year-on-year increase of 84% to 96% [1] Key Drivers of Performance - The primary reasons for the expected performance increase include: 1. A year-on-year rise in sales volume of copper-clad laminates, leading to increased revenue from these products, alongside continuous optimization of product structure to enhance gross margins [1] 2. The subsidiary Shengyi Electronics Co., Ltd. has adhered to a "market-led, dual-driven" business philosophy, focusing on high-end market segments, increasing R&D investment, and advancing production capacity, which has strengthened the company's competitive advantage in the mid-to-high-end market, resulting in substantial growth in both revenue and net profit compared to the previous year [1]

Group 1 - The core viewpoint of the article highlights that Shengyi Electronics is expected to achieve a net profit attributable to shareholders of approximately 1.431 billion to 1.513 billion yuan for the year 2025, representing an increase of about 1.099 billion to 1.181 billion yuan compared to the previous year, which translates to a year-on-year growth of 331.03% to 355.88% [1] - The significant increase in performance is attributed to the company's adherence to the "market-led, dual-wheel drive" business philosophy, focusing on high-end market expansion, increasing R&D investment, and enhancing production capacity while strengthening quality management [1] - The report indicates that the proportion of high value-added products has increased, further consolidating the company's competitive advantage in the mid-to-high-end market, leading to a substantial growth in net profit compared to the same period last year [1]

南财智讯1月29日电，生益科技公告，预计2025年全年归属于上市公司股东的净利润为32.50亿元—34.50 亿元，同比预增87.00%—98.00%；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润 为30.80亿元—32.80亿元，同比预增84.00%—96.00%；主要变动原因为：1、在报告期内，公司覆铜板 销量同比上升，覆铜板产品营业收入增加，同时持续优化产品结构提升毛利率，推动盈利水平提升。 2、在报告期内，下属子公司生益电子股份有限公司坚持"市场引领，双轮驱动"的经营理念，聚焦高端 领域市场，加大研发投入，推进提产扩产进程，同时以质量筑牢根基，报告期内高附加值产品占比提 升，使公司在中高端市场的竞争优势得到进一步巩固，实现营业收入及净利润较上年同期大幅增长。 ...

Core Viewpoint - The company expects a significant increase in net profit for the fiscal year 2025, projecting a range of 3.25 billion to 3.45 billion yuan, which represents a year-on-year growth of 87% to 98% [1] Group 1 - The company's sales volume of copper-clad laminates has increased year-on-year [1] - Revenue from copper-clad laminate products has risen, contributing to overall financial performance [1] - Continuous optimization of product structure has led to an improvement in gross profit margin, further enhancing profitability [1]

(本文来自第一财经) 生益电子公告称，预计2025年归属于上市公司股东的净利润为14.31亿元至15.13亿元，同比增加 331.03%至355.88%。公司聚焦高端领域市场拓展，加大研发投入，推进提产扩产进程，同时强化质量 管理，以质量筑牢根基，报告期内高附加值产品占比提升，使公司在中高端市场的竞争优势得到进一步 巩固，实现净利润较上年同期大幅增长。 ...

截至2026年1月28日收盘，博敏电子(603936)报收于12.63元，下跌2.7%，换手率4.75%，成交量29.97万 手，成交额3.82亿元。 当日关注点 交易信息汇总资金流向 1月28日主力资金净流出6792.47万元，占总成交额17.78%；游资资金净流入284.49万元，占总成交额 0.74%；散户资金净流入6507.98万元，占总成交额17.04%。 业绩披露要点业绩预告 博敏电子发布业绩预告，预计2025年全年归属净利润盈利1500万元至2200万元；扣非后净利润亏损1300 万元至2600万元。公司预计2025年度实现归属于上市公司股东的净利润为1,500万元至2,200万元，与上 年同期相比实现扭亏为盈；扣除非经常性损益后的净利润预计为-2,600万元至-1,300万元。业绩改善主 要因公司聚焦AI产业、汽车电子等高附加值PCB产品市场，推动产能释放和成本管控，主营业务亏损大 幅收窄。原材料价格高位运行对毛利造成压力，非经常性损益主要来自政府补助。本次业绩预告未经注 册会计师审计，最终数据以《2025年年度报告》为准。 博敏电子第五届董事会第二十五次会议决议公告 公司于2026年1月27 ...