（编辑 姚尧） 证券日报网讯 1月29日，旗滨集团发布公告称，公司预计2025年度实现归属于母公司所有者的净利润为 5.50亿元到6.70亿元，与上年同期相比，预计增加1.67亿元到2.87亿元，同比增加43.76%到75.12%。 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected price increase of over 15% in the next 6-12 months [5]. Core Insights - The acquisition of a 51.55% stake in Tefu International is expected to significantly enhance the company's net profit attributable to shareholders, with Tefu's projected revenue for 2025 at 8.187 billion RMB and net profit at 1.474 billion RMB [3]. - The company plans to invest 94.72 million USD (approximately 660 million RMB) in a new float glass project in Ghana, which is expected to have a production capacity of 600 tons per day [3]. - The lithium segment is projected to benefit from rising lithium carbonate prices, with a forecasted unit profit recovery in 2026 [4]. Financial Projections - The company’s net profit attributable to shareholders is forecasted to be 1.554 billion RMB in 2025, 3.135 billion RMB in 2026, and 3.810 billion RMB in 2027, with corresponding P/E ratios of 18, 9, and 7 [5]. - Revenue is expected to grow from 9.696 billion RMB in 2023 to 22.342 billion RMB by 2027, reflecting a compound annual growth rate (CAGR) of approximately 12.06% [10]. - The net profit margin is projected to improve significantly, with a net profit growth rate of 54.41% in 2025 and 101.75% in 2026 [10].

（记者 曾健辉） 每经AI快讯，旗滨集团1月29日晚间发布公告称，公司2025年度拟计提资产减值准备合计约3.7亿元，预 计影响公司合并报表净利润减少约3.23亿元，将减少公司2025年度归属于上市公司股东的净利润约3.13 亿元，相应减少2025年12月31日归属于上市公司股东的所有者权益约3.13亿元。本次资产减值准备计提 尚未经会计师事务所审计。 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，1月29日，旗滨集团(601636.SH)公告称，旗滨集团预计2025年度归属于上市公司股东的净 利润为5.50亿元~6.70亿元，同比增加43.76%~75.12%。主要因光伏玻璃板块扭亏为盈，叠加子公司资产 处置产生非经常性收益4.42亿元；但浮法玻璃价格下行、药用及电子玻璃业务不及预期，以及计提资产 减值准备3.70亿元，拖累扣非净利润下滑。 ...

Core Viewpoint - The company expects a significant increase in net profit for 2025, while the adjusted net profit is projected to decline sharply due to industry challenges and asset impairment [1] Group 1: Profit Projections - The company anticipates a net profit attributable to shareholders of 550 million to 670 million yuan for 2025, representing a year-on-year increase of 43.76% to 75.12% [1] - The adjusted net profit, excluding non-recurring gains and losses, is expected to be between 85 million and 125 million yuan, reflecting a year-on-year decrease of 56.69% to 70.55% [1] Group 2: Main Business Impact - The overall downturn in the industry has significantly impacted the company's main business profitability, particularly in the architectural glass sector, which is suffering from a prolonged slump in the real estate market [1] - The photovoltaic glass sector is characterized by a temporary supply-demand imbalance and overall oversupply, although market conditions are expected to improve in the second half of the year due to new industry policies [1] - The company has successfully turned around its photovoltaic glass business by optimizing capacity and controlling costs while expanding into overseas markets [1] Group 3: Non-Operating Gains and Losses - The company completed the asset disposal of its subsidiaries, which is expected to add approximately 442 million yuan to net profit, providing financial support amid industry fluctuations [1] - The asset disposal is classified as a non-recurring gain, which helps to enhance cash flow and optimize the balance sheet [1] Group 4: Accounting Treatment - The accounting treatment is not expected to have a significant impact on the company's profit projections [1]

受光伏行业结构性供需矛盾、国际贸易环境等多重因素的影响，公司全资子公司--蚌埠德力光能材料有 限公司虽在报告期初暂时性停炉，但受计提折旧、资产减值、财务费用及人员薪酬支出等影响，报告期 预计亏损近14,500.00万元； 根据国家相关部委对清洁能源生产替代的要求，公司对原燃煤窑炉改造为天然气窑炉，报告期内因部分 燃煤窑炉炉龄未到期而发生拆除损失近2,500万元；根据公司产线规划，对闲置固定资产计提减值约 800.00万元； 报告期内根据公司发展规划，对原药用玻璃项目、北海项目终止，对筹建期发生的支出计提减值约 700.00万元； 格隆汇1月29日丨德力股份(002571.SZ)公布2025年度业绩预告，预计2025年度净亏损17,000万元-22,000 万元，上年同期亏损17,316.85万元；预计2025年度扣非净亏损14,300万元-19,300万元，上年同期亏 损-12,037.12万元。 受行业市场竞争加剧的影响，结合以往以及未来市场对日用玻璃器皿需求变化的多样性，公司对产品的 品相、产品结构进行升级调整，对不适用于未来市场需求的长库龄产品进行充分的减值计提，报告期内 按照会计准则规定存货跌价净增加 ...

南财智讯1月29日电，德力股份发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-22,000万元—-17,000万元；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-19,300万元—-14,300万元。业绩变动原因说明：1、受光伏行业结构性供需矛盾、国际贸易环境等多 重因素的影响，公司全资子公司--蚌埠德力光能材料有限公司虽在报告期初暂时性停炉，但受计提折 旧、资产减值、财务费用及人员薪酬支出等影响，报告期预计亏损近14,500.00万元；2、根据国家相关 部委对清洁能源生产替代的要求，公司对原燃煤窑炉改造为天然气窑炉，报告期内因部分燃煤窑炉炉龄 未到期而发生拆除损失近2,500万元；根据公司产线规划，对闲置固定资产计提减值约800.00万元；3、 报告期内根据公司发展规划，对原药用玻璃项目、北海项目终止，对筹建期发生的支出计提减值约 700.00万元；4、受行业市场竞争加剧的影响，结合以往以及未来市场对日用玻璃器皿需求变化的多样 性，公司对产品的品相、产品结构进行升级调整，对不适用于未来市场需求的长库龄产品进行充分的减 值计提，报告期内按照会计准则规定存货跌价净增加额 ...

今日浮法玻璃现货价格1107元/吨，环比上一交易日上涨4元/吨。需求方面，春节临近，市场逐步转 淡，下游采购意向减弱，深加工企业延续刚需采购，多无存货意向。预计节后整体需求启动或将缓慢， 对市场支撑力度有限。供应方面，1月份有3条浮法产线放水，供应有所下降。节后仍有部分产线存在放 水预期，若按计划执行，浮法日熔量或将延续下降趋势。目前生产企业库存累积，部分地区中游库存高 位。总之，供需两弱背景下，预计短期玻璃期价低位区间震荡，关注成本和产线变动情况。(首创期货) ...

Group 1 - The company focuses on the deep processing of household appliance glass as its main business [1] - The company is steadily advancing its layout in emerging businesses such as new energy [1] - Currently, the company has not initiated specialized research and development in the perovskite field but will closely monitor developments in this area [1]

二、对外投资、日常经营 1、可川科技：可川光子的硅光芯片产品已完成首次流片，正在积极地进行市场开拓工作。 一、停复牌 1、科达制造：拟购买特福国际51.55%股份，股票复牌。投资9471.80万美元建设加纳浮法玻璃生产项 目。 2、海南矿业：筹划购买丰瑞氟业控制权，股票停牌。标的公司主营业务为萤石矿的采选和无水氟化氢 等化工产品的生产和销售。 8、晓程科技：2025年净利润为9000万元-1.3亿元，同比预增93%-179% 黄金产量、销量及国际金价均同 比增加。 2、麦格米特：拟对全资子公司香港麦格米特增资8.3563亿人民币，用于泰国生产基地二期建设项目。 三、业绩变动 1、湖南白银：2025年净利润为2.85亿元至3.85亿元，同比增长67.88%-126.78%。白银、黄金产量大幅增 加，叠加市场价格整体上行，销售价格同步提升。 2、章源钨业：2025年净利润为2.60亿元-3.20亿元，同比增长51%-86%。报告期内，钨原料市场供应偏 紧、需求增加、价格大幅上涨，公司发实现产量销量同步增长。 3、天奇股份：预计2025年净利润4500万元-6500万元，同比扭亏为盈。 4、宏和科技：2025年净利 ...