天眼查显示，近日，江苏耀日新材料科技有限公司成立，法定代表人为黄天亮，注册资本1000万人民 币，由上海耀日精密模具钢（集团）有限公司全资持股。 企业名称江苏耀日新材料科技有限公司法定代表人黄天亮注册资本1000万人民币国标行业制造业>金属 制品业>结构性金属制品制造地址无锡市锡山经济技术开发区荟智企业中心锡沪东路588号5号楼213-13 企业类型有限责任公司营业期限2026-1-29至无固定期限登记机关无锡市锡山区数据局 来源：市场资讯 序号股东名称持股比例1上海耀日精密模具钢（集团）有限公司100% 经营范围含新材料技术研发；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；金属 制品研发；金属制品销售；金属材料销售；金属结构销售；金属工具销售；高性能有色金属及合金材料 销售；有色金属合金销售；建筑材料销售；锻件及粉末冶金制品销售；机械零件、零部件销售；合成材 料销售；金属链条及其他金属制品制造；金属结构制造；金属工具制造；有色金属压延加工；锻件及粉 末冶金制品制造；机械零件、零部件加工；金属表面处理及热处理加工；金属切削加工服务；金属材料 制造；有色金属合金制造；通用设备制造（不含特种设备制 ...

证券代码：688231 证券简称：隆达股份 公告编号：2026-003 江苏隆达超合金股份有限公司2025年年度业绩预告公告 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、准确性和完整性承担法律责任。 一、本期业绩预告情况 （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 （二）利润总额：7,080.30万元。归属于母公司所有者的净利润：6,611.40万元。归属于母公司所有者的 扣除非经常性损益的净利润：4,438.13万元。 （三）每股收益：0.27元。 三、本期业绩变化的主要原因 报告期内，公司持续加大客户开发力度，积极开拓国际国内市场，扩大销售规模，保持及时交付。全年 航空航天、燃机、汽车涡轮、油气化工行业产品销售收入比上年同期较大幅度提升。 经江苏隆达超合金股份有限公司（以下简称"公司"）财务部门初步测算： （1）预计2025年年度营业收入为180,000.00万元至190,000.00万元，与上年同期（法定披露数据）相 比，增加40,852.66万元至50,852.66万元，同比增长29.36%到36.55 ...

Group 1 - The company expects a positive net profit for the year 2025, but it will show a downward trend compared to the previous year [1] - The performance forecast period is from January 1, 2025, to December 31, 2025 [1] Group 2 - External environmental pressures, including a complex international trade environment and short-term product structure adjustments by clients, are impacting the company's revenue and gross profit [2] - Strategic investments, such as the establishment of a production base in Thailand, are leading to significant initial costs due to supply chain setup and local team development, which are affecting short-term profitability [2] - Currency fluctuations, particularly the appreciation of the RMB against the USD, are putting pressure on gross margins and foreign exchange gains/losses [2]

Financial Data and Key Metrics Changes - The company reported record operating income of $155 million for the second quarter, a 31% increase compared to the same quarter of fiscal year 2025 [4][15] - Adjusted operating margin reached 33.1%, up from 28.3% year-over-year and 32% sequentially [6][17] - Total sales, excluding raw material surcharge, increased by 8% year-over-year but decreased by 2% sequentially [9][14] Business Line Data and Key Metrics Changes - The SAO segment generated $527.3 million in net sales, a 10% increase year-over-year, while the PEP segment saw net sales of $77.2 million, down 10% year-over-year [16][18] - SAO reported operating income of $174.6 million, a 29% year-over-year increase, while PEP's operating income was $6.9 million, down from $9.4 million in the previous quarter [7][18] Market Data and Key Metrics Changes - Sales in the aerospace and defense in-use market were up 15% year-over-year, with commercial aerospace bookings increasing by 23% sequentially [10][11] - The medical in-use market saw a 22% year-over-year decline, primarily due to specific titanium product demand issues [11] - Energy in-use market sales were up 19% year-over-year, driven by power generation demand [12] Company Strategy and Development Direction - The company is focused on expanding its capacity for nickel-based superalloys, with a brownfield capacity expansion project underway [30][36] - Long-term agreements with aerospace customers have been established, reflecting a commitment to securing supply and pricing stability [32][71] - The company aims to balance capital allocation between growth investments and shareholder returns, including share repurchases and dividends [21][36] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the aerospace demand environment, citing significant increases in order intake and production rates from major customers like Boeing [23][24] - The company raised its fiscal year 2026 operating income guidance to $680 million-$700 million, reflecting a 30%-33% increase over the previous fiscal year [34] - Management noted that pricing actions will continue to be a positive tailwind due to supply-demand imbalances in the nickel-based superalloy market [33][48] Other Important Information - The company generated $132.2 million in cash from operating activities and expects to generate at least $280 million of adjusted free cash flow for fiscal year 2026 [20][21] - The effective tax rate for the quarter was 19%, lower than anticipated due to discrete tax benefits [15] Q&A Session Summary Question: How broad-based is the participation of airframe customers in ordering? - Management noted increased activity across all aerospace sub-markets, with significant sequential increases in engine orders and structural customer orders coming off the sidelines [41][42] Question: What visibility is there regarding the defense sub-market orders? - Management indicated that there is pent-up demand from the defense sub-market due to previous government shutdowns, and orders are expected to pick up rapidly [43][44] Question: Is pricing still trending higher? - Management confirmed that pricing remains strong, with no discounts on premium aerospace products, and expects continued upward pricing trends [45][48] Question: How did engine and fastener sales trend during the quarter? - Sales were relatively flat quarter-over-quarter, but year-over-year growth was substantial across all aerospace sub-markets [83][84] Question: What is the outlook for the additive business? - Management sees potential for growth in the additive business, driven by higher adoption rates and increased activity with large customers [86][88]

Core Viewpoint - Hars (002615.SZ) forecasts a significant decline in net profit for the fiscal year 2025, indicating potential challenges ahead for the company [1] Financial Performance - The net profit attributable to shareholders is expected to be between 54.8 million yuan and 81.6 million yuan, representing a year-on-year decrease of 71.52% to 80.88% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 56.3 million yuan and 83.1 million yuan, reflecting a year-on-year decline of 70.37% to 79.93% [1] - The basic earnings per share are estimated to be between 0.12 yuan and 0.18 yuan [1]

Group 1 - The company Hars (002615) announced its earnings forecast for 2025, expecting a net profit attributable to shareholders of 54.8 million to 81.6 million yuan, representing a year-on-year decline of 71.52% to 80.88% [4] - The forecasted net profit excluding non-recurring items is estimated to be between 56.3 million and 83.1 million yuan, indicating a year-on-year decrease of 70.37% to 79.93% [4] - The basic earnings per share is projected to be between 0.12 yuan and 0.18 yuan [4] Group 2 - As of January 29, the company's price-to-earnings ratio (TTM) is approximately 46.57 to 69.34 times, with a price-to-book ratio (LF) of about 2.27 times and a price-to-sales ratio (TTM) of around 1.12 times [4] - The company specializes in the production and sales of stainless steel insulated containers [15] - The decline in performance is attributed to external pressures from a complex international trade environment and short-term adjustments in customer product structures, leading to revenue and gross profit pressure [15] Group 3 - The company is making strategic investments to support its global expansion, including the construction and production of a manufacturing base in Thailand, which incurs significant initial costs due to supply chain setup and localization efforts [15] - The appreciation of the RMB against the USD has put pressure on the company's gross margin and foreign exchange gains and losses, as its export products are primarily settled in USD [16]

中证智能财讯精研科技（300709）1月29日晚间披露2025年度业绩预告，预计2025年归母净利润4500万元至6000万元，同比下降49.87%-62.4%；扣非净利润 预计3000万元-4200万元，同比下降58.41%-70.29%。以1月29日收盘价计算，精研科技目前市盈率（TTM）约为142.84倍-190.46倍，市净率（LF）约3.73 倍，市销率（TTM）约3.01倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况 (倍) 180 @ 20 120 90 60 2004 39-99 3998 30 298 25-08 0 -12-35 27.74 -30 2021-12-37 2020-12-37 2-06-30 2022-12-3- <1-06-30 2n- -○- 公司 -○- 行业均值 100 ହି ୨୦ 80 70 70g18 60 50 43d35 40 30 20 18 10 7.46 6.09 0 2020-12-37 1 2021-12-37 1 2022-72-37 1 2022-06-30 ' +-06-30 1-06-30 4- ...

证券日报网讯1月29日，和胜股份（002824）发布公告称，公司预计2025年年度归属于上市公司股东的 净利润为13200万元至17700万元，比上年同期增长64.05%至119.97%。 ...

公告显示，本次业绩预增主要得益于2025年度，公司落实"产品、客户双升级"策略，产品在高端领域应 用不断深化；加强海外客户拓展，海外市场销量继续保持增长；同时通过数字化建设，提升经营管理效 率，公司产品毛利水平与盈利能力同比提升。(王珞) 金田股份（601609）1月29日发布2025年年度业绩预告，公司全年业绩实现大幅增长。预计2025年归属 于母公司所有者的净利润为7亿元至8亿元，较上年同期增加2.38亿元至3.38亿元，同比增幅达51.50%至 73.14%；扣除非经常性损益后，归属于母公司所有者的净利润预计为4.4亿元至5.28亿元，同比增长 29.95%至55.94%。 ...

南财智讯1月29日电，哈尔斯发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为5480 万元—8160万元，同比预减71.52%—80.88%；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5630万元—8310万元，同比预减70.37%—79.93%。业绩变动原因说明：1、外部环境压 力：受国际贸易环境趋复杂及客户短期产品结构调整影响，公司收入与毛利阶段性承压；自有品牌处于 快速成长期，尚需一定量的品牌投入，致短期利润受影响。2、战略性投入的成本体现：公司为持续推 进全球化战略布局、夯实长期竞争力，正按计划建设并投产泰国生产基地。运营初期，因供应链搭建、 本地化团队建设等一次性投入较多，叠加产能仍处于快速爬升阶段，固定资产折旧等刚性成本尚未被充 分摊薄，导致短期内成本费用增幅显著。3、汇率波动影响：公司外销产品主要以美元结算，人民币兑 美元汇率升值，对毛利率和汇兑损益带来一定压力。 ...