Group 1 - The company announced that its third board meeting for the year 2026 was held on January 19, 2026, in its conference room [1] - The meeting reviewed the proposal regarding the expected daily related transactions for the year 2026 [1] Group 2 - The short drama industry has experienced a significant boom, creating 690,000 jobs [1] - Actors who previously worked as delivery personnel have found employment in this sector, with income being relatively decent but the work being exhausting [1] - The production teams are reportedly keeping emergency medical supplies on hand due to the demanding nature of the work [1]

Core Viewpoint - The company, Lai Mu Co., Ltd. (603633), expects to report a net loss attributable to shareholders of the parent company ranging from 100 million to 150 million yuan for the fiscal year 2025, compared to a net profit of 73.4956 million yuan in the same period last year [1] Group 1 - The tightening pricing strategy among vehicle manufacturers has led to a reduction in the prices of certain products [1] - The prices of key raw materials, particularly copper, have reached historical highs during the reporting period, further increasing production costs [1]

湖南天雁公告称，预计2025年度归属于上市公司股东的净利润为-3440万元到-2940万元，上年同期为 411.74万元；扣非净利润为-4000万元到-3500万元，上年同期为-4215.14万元。业绩预亏主因是汽车行业 竞争加剧，虽营收规模同比增长，但不足以覆盖成本，且研发投入增加；非经常性损益对净利润影响额 约为560万元，上年同期为4626.88万元。 ...

格隆汇1月19日丨湖南天雁(600698.SH)公布，经公司财务部门初步测算，预计2025年度实现归属于上市 公司股东的净利润-3440万元到-2940万元，与上年同期相比将出现亏损。经公司财务部门初步测算，预 计2025年度实现归属于上市公司股东的扣除非经常性损益后的净利润-4000万元到-3500万元。 ...

转自：证券时报 人民财讯1月19日电，常青股份(603768)1月19日发布业绩预告，预计2025年净利润亏损1.75亿元—2.15 亿元，上年同期净利润6815.92万元。报告期内，因合众新能源汽车股份有限公司目前进入破产重整阶 段，公司对相关资产计提信用减值损失以及资产减值损失；公司为拓展高附加值业务赛道、培育未来增 长点而设立新公司，处于业务投入初期，形成了战略性的初期亏损。 ...

Core Viewpoint - Daying Electronics (603286) expects a net profit loss attributable to the parent company of between 33 million to 49 million yuan for 2025, marking a shift from profit to loss year-on-year due to intensified industry competition, customer price reduction pressures, and initial capacity ramp-up challenges from new plant operations [1] Group 1: Financial Performance - The company anticipates a net profit loss of 33 million to 49 million yuan for 2025, indicating a year-on-year transition from profit to loss [1] - The overall profitability of the company has declined year-on-year due to increased fixed asset depreciation, share-based payment amortization, and ongoing rising R&D expenditures [1] Group 2: Operational Challenges - The company is facing intensified competition within the industry, which has contributed to the pressure on customer pricing [1] - The current scale effects of the company have not yet fully materialized, leading to a decrease in the gross profit margin of the main business during the reporting period [1]

Market Performance - The automotive parts sector increased by 1.73% on January 19, with Chaojie Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Top Gainers in Automotive Parts Sector - Chaojie Co., Ltd. (301005) closed at 219.52, up 16.15% with a trading volume of 209,400 shares and a transaction value of 4.401 billion [1] - Kabeiyi (300863) closed at 56.56, up 14.33% with a trading volume of 138,200 shares and a transaction value of 778 million [1] - Hengbo Co., Ltd. (301225) closed at 173.00, up 12.19% with a trading volume of 37,500 shares and a transaction value of 624 million [1] - Tieliu Co., Ltd. (603926) closed at 20.19, up 10.03% with a trading volume of 110,100 shares and a transaction value of 221 million [1] - Zhejiang Xiantong (603239) closed at 24.59, up 10.02% with a trading volume of 90,000 shares and a transaction value of 216 million [1] Market Capital Flow - The automotive parts sector saw a net inflow of 1.105 billion in main funds, while retail funds experienced a net outflow of 334 million [2] - The main funds in the sector showed a significant presence, indicating strong institutional interest despite retail outflows [2] Individual Stock Fund Flow - Top stock with net inflow from main funds: Tuopu Group (601689) with 51.5 million [3] - Chaojie Co., Ltd. (301005) had a net inflow of 26.7 million from main funds, but retail investors showed a net outflow of 626,000 [3] - New Spring Co., Ltd. (603179) recorded a net inflow of 211 million from main funds, while retail investors had a net outflow of 85.5 million [3]

本期业绩预亏的主要原因：（一）在当前全球汽车行业向电动化与智能化深度转型的背景下，一方面， 整车厂商定价策略普遍收紧，导致部分产品价格下调；另一方面，以铜材为代表的关键金属原材料价格 在报告期内达到历史新高，进一步推高了生产成本。2025年度公司经营性业绩亏损预计-5,000万元 至-3,000万元。（二）随着市场环境迅速变化和产品更新迭代影响，公司部分存货、固定资产等出现减 值迹象，公司针对上述资产计提了减值准备，对本期利润影响预计-10,000万元至-7,000万元。 格隆汇1月19日丨徕木股份(603633.SH)公布，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-15,000万元到-10,000万元，与上年同期（法定披露数据）相比，将出现亏损。预计 2025年年度实现归属于母公司所有者的扣除非经常性损益后的净利润-15,000万元到-10,000万元。 ...

Core Viewpoint - The company, Lai Mu Co., Ltd. (603633.SH), is expected to report a significant net loss for the fiscal year 2025, with projected losses ranging from 150 million to 100 million yuan, indicating a downturn compared to the previous year [1] Financial Performance - The anticipated net profit attributable to the parent company for 2025 is projected to be between -150 million and -100 million yuan, reflecting a loss compared to the previous year's statutory disclosure [1] - The expected operating loss for the company in 2025 is estimated to be between -50 million and -30 million yuan [1] Reasons for Performance Decline - The primary reasons for the expected loss include: 1. The global automotive industry is undergoing a deep transformation towards electrification and intelligence, leading to tightened pricing strategies by manufacturers, which has resulted in price reductions for some products [1] 2. The prices of key raw materials, particularly copper, have reached historical highs during the reporting period, further increasing production costs [1] - Additionally, the rapid changes in market conditions and product updates have led to signs of impairment in certain inventories and fixed assets, prompting the company to make impairment provisions, which are expected to impact profits by approximately -100 million to -70 million yuan [1]

受行业竞争加剧、客户降价压力及新厂房投产初期产能爬坡影响，公司当前规模效应尚未充分显现，报 告期内公司主营业务毛利率有所下降；受固定资产折旧摊销增加、股份支付摊销以及叠加持续加大的研 发投入的影响，报告期内公司整体盈利水平同比下降。 格隆汇1月19日丨日盈电子(603286.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司 所有者的净利润为-4900万元到-3300万元，与上年同期相比，将出现亏损。预计2025年年度实现归属于 母公司所有者的扣除非经常性损益的净利润为-5700万元到-4100万元。 ...