证券代码：688408 证券简称：中信博 公告编号：2026-001 江苏中信博新能源科技股份有限公司2025年年度业绩预告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担责任。 一、本期业绩预告情况 （1）经财务部门初步测算，预计2025年年度实现归属于母公司所有者的净利润与上年同期（法定披露 数据）相比，将出现亏损，实现归属于母公司所有者的净利润约-980万元； （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 （2）归属于母公司所有者扣除非经常性损益后的净利润约-4,380万元； （3）本次业绩预告未经注册会计师审计。 二、上年同期业绩情况 （一）利润总额：78,470.18万元。归属于母公司所有者的净利润：63,151.88万元。归属于母公司所有者 的扣除非经常性损益的净利润：60,196.97万元。 （二）每股收益：3.11元。 1、 受上游组件价格波动影响，终端电站投资及建设节奏放缓，导致公司营业收入确认延迟与缩减。报 告期内，光伏组件价格持续波动，直接影响了下游电站的投资收益测算与建 ...

先进光伏器件中试平台打通科技成果转化"最后一公里"。 天府绛溪实验室加速开展关键技术攻关与产业转化。 联合四川新先达测控技术有限公司，产学研协同开发国产全链路信号与系统仿真软件"NESIM-A"（纽西蒙）；西南首个先进能源材料基因工 程融合创新（中试）平台正开展验证，助推固态电池材料从实验室走向产业化……走进天府绛溪实验室，一幕幕科研攻关的场景正是成都高新 区科产深度融合的生动缩影。 1月28日，成都市第十八届人民代表大会第四次会议开幕，代市长陈书平代表成都市人民政府向大会作政府工作报告。报告提出，坚持科产融 合、壮大新质生产力，全力推动重点产业聚链成群。 作为成都科技创新的核心承载地和产业发展主阵地，成都高新区如何持续深化科产融合、激活创新动能，让新质生产力在这片创新沃土上加速 生长、结出更多硕果，加快建设世界领先科技园区？ 转自：成都日报锦观 让科技成果加速奔向生产线 成都高新区科产融合向"新"而行 新研机构筑基 "四张清单"释放创新策源力 在成都未来科技城，天府绛溪实验室的科研人员正围绕具身智能、电磁感知、泛在互联等领域开展攻关，实验室孵化招引的多家企业整体估值 已突破7亿元。 天府绛溪实验室由四川省政 ...

上市公司的年度业绩，既是检验其经营成色的"成绩单"，也是见微知著观察宏观经济的"显微结构"。Wind数据显示，截至 发稿，已有1656家A股公司披露2025年业绩预告，其中684家业绩预喜，预计归母净利润同比增长超过100%的公司达333家。 在全球经济复苏整体承压的背景下，这份成绩来之不易。数据背后，增长绝非偶然，而是蕴含着清晰且坚实的产业演进逻 辑。纵观这些公司的增长路径，可梳理出三条贯穿其中的主线与共性，它们共同勾勒出结构优化与韧性增强的微观经济新图 景。 其一，产业结构的"硬核升级"，构成了业绩向好的根本支撑。 ■苏向杲 值得关注的是，部分业绩亮眼的公司来自周期性行业。它们的回暖，并非单纯源于行业周期的波动，而是供给侧结构性改 革深化与企业主动降本增效等因素共振的结果。例如，经历前期深度调整与产能出清，光伏、半导体、消费电子等行业已迎来 供需格局的实质性改善。更为关键的是，许多企业在行业低谷期苦练内功，通过数字化改造、精益管理等措施提升竞争力。当 需求回暖时，其经营杠杆效应便强劲释放，使得盈利修复的力度和可持续性远超单纯由价格驱动的传统周期性复苏。 这释放出积极的宏观信号：一些周期性行业的微观主体正从 ...

Core Viewpoint - The company, Jiawei Energy, is forecasting a significant net loss for the year 2025, indicating ongoing financial challenges despite some revenue growth in specific segments [1]. Financial Performance - As of January 29, 2026, Jiawei Energy's stock closed at 4.2 yuan, down 0.94% from the previous trading day, with a total market capitalization of 3.487 billion yuan [1]. - The company expects a net loss attributable to shareholders of between 150 million yuan and 188 million yuan for 2025, with a net loss excluding non-recurring items projected between 162 million yuan and 200 million yuan [1]. - In the same period last year, the company reported net losses of 276.99 million yuan and 291.71 million yuan, indicating an improvement in loss figures year-over-year [1]. Revenue and Cost Factors - The increase in revenue from photovoltaic power station EPC and BT services has limited gross profit contributions, while revenue from the lighting business has declined [1]. - The company has made provisions for asset impairment and bad debts totaling approximately 83 million yuan [1]. - Currency fluctuations have resulted in an increased exchange loss of about 12 million yuan compared to the previous year [1].

截至2026年1月29日收盘，泽润新能（301636）报收于62.86元，较前一交易日下跌5.02%，最新总市值 为40.15亿元。该股当日开盘64.99元，最高67.7元，最低61.8元，成交额达3.14亿元，换手率为30.91%。 公司于2026年1月29日发布2025年度业绩预告，预计归属于上市公司股东的净利润为4,000万元至5,500万 元，同比下降58.12%至69.54%；扣除非经常性损益后的净利润为3,000万元至4,300万元，同比下降 64.22%至75.03%。业绩下降主要受全球光伏行业周期性调整、市场竞争加剧、内销毛利率下滑、海外 订单减少、原材料价格上涨及人民币汇率波动等因素影响。该数据为公司初步测算结果，未经会计师事 务所审计。 《2025年度业绩预告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 最新公告列表 ...

Core Viewpoint - Xinbo Co., Ltd. (003038.SZ) is expected to report a net loss of 138 million to 198 million yuan for the fiscal year 2025, compared to a profit of 168 million yuan in the same period last year [1] Financial Performance - The net profit attributable to shareholders is projected to be a loss of 150 million to 210 million yuan after excluding non-recurring gains and losses, down from a profit of 141 million yuan in the previous year [1] Industry Context - The photovoltaic industry is still undergoing a phase of adjustment, with prices across the entire supply chain remaining under pressure [1] - The processing fees for the company's photovoltaic products are continuing to trend downward [1] Asset Management - In the fourth quarter, the company conducted impairment testing on its photovoltaic segment assets based on a principle of prudence, leading to the recognition of asset impairment provisions in accordance with accounting standards [1] Operational Challenges - The company's new energy vehicle and recycled aluminum segments are currently in a capacity ramp-up phase, with efficiency and results not meeting expectations [1]

Core Viewpoint - The company, Goodwe (688390.SH), expects a net profit attributable to shareholders of 125 million to 162 million yuan for 2025, marking a turnaround from losses to profitability due to various market factors [1] Group 1: Financial Performance - The projected net profit for 2025 is between 125 million and 162 million yuan, indicating a significant improvement compared to previous losses [1] - The company benefits from a surge in domestic photovoltaic installations, the implementation of household storage subsidy policies in Australia, and the recovery of the European market from inventory adjustments [1] Group 2: Sales and Profitability - Sales and gross profit of inverters and energy storage batteries have significantly increased due to favorable market conditions [1] - Despite a year-on-year increase in operating expenses, revenue growth and product structure optimization have effectively enhanced overall profitability [1] Group 3: Research and Development - The company continues to increase its investment in research and development while optimizing its global market layout [1]

Group 1 - The company, Yinfeng Storage (603066), has provided products and services to several photovoltaic industry enterprises, including Xinjiang Qiya Silicon Industry, Ningxia Runyang, Xinyi Silicon Industry, and Inner Mongolia Xinhui Silicon Energy [1]

2025 年 5 月公司完成了对 ficonTEC 的收购，随着硅光技术的不断发展，为了满足下游市场的需求，本 报告期内 ficonTEC 配合重点客户开发了多项具有广阔发展前景的新技术应用，使得报告期内的设备交 付周期变长，导致实现收入未达预期；同时生产周期拉长，使得设备成本提高。此外，ficonTEC 基于 应对下游产能需求，本期研发投入加大，且由于提升生产规模、服务能力、管理团队等因素，相关费用 亦有所上升。 格隆汇1月29日丨罗博特科(300757.SZ)公布，预计2025年归属于上市公司股东的净利润-9,000万元 ～-6,000万元，同比转亏，扣除非经常性损益后的净利润-13,000万元～-9,000万元。受下游光伏行业阶 段性及结构性供需压力加剧的影响，导致需求乏力，2025年公司光伏业务板块经营持续承压，其营收规 模同比大幅下降，毛利润水平也相应大幅下滑。 ...

Core Viewpoint - The company acknowledges that its semiconductor business currently represents a relatively small portion of its overall operations, but sees significant growth potential in the semiconductor industry compared to the more mature and supply-demand challenged photovoltaic market [1] Group 1: Semiconductor Business - The semiconductor industry is viewed as a core foundation of modern technology, offering broad market prospects and ongoing technological iteration demands [1] - The company plans to continuously monitor opportunities in the semiconductor sector and adjust its business structure flexibly and prudently based on market demand evolution and its own development stage [1] Group 2: Market Comparison - The photovoltaic market is described as having reached maturity and facing phase-specific supply-demand contradictions, contrasting with the growth potential in the semiconductor industry [1]