立中集团：子公司获铝合金车轮项目定点 预计项目周期内销售金额约13.7亿元 英联股份：子公司江苏英联与LG化学签署联合实验室（核心股）战略协议 加速布局全球锂电创新材料 市场 【重要事项】 兆易创新：拟使用5亿元A股募集资金向全资子公司及全资孙公司增资 以实施DRAM募投项目 泽璟制药：注射用ZG005与含铂化疗联用获得药物临床试验批准通知书 【业绩】 兆易创新：2025年净利同比预增46%左右 福田汽车：2025年净利同比预增1551%左右 北摩高科：2025年净利润同比预增1076%-1262% 崇达技术：子公司普诺威拟投资10亿元建设端侧功能性IC封装载板项目 东鹏饮料：拟投资11亿元在成都设立生产基地 华菱钢铁（核心股）：子公司华菱涟钢投资4.5亿元实施焦化厂6m焦炉原地大修项目 中国铝业：公司及力拓拟通过合资公司收购巴西铝业68.596%股权，代价约合人民币62.86亿元；合资公 司中公司附属公司持股67%，收购完成后目标公司将成为公司附属公司 复星医药（核心股）：控股子公司药品重酒石酸去甲肾上腺素注射液获注册批准 新诺威：控股子公司巨石生物及关联方与阿斯利康签署战略合作与授权协议，涉及创新多肽分子 ...

Core Viewpoint - Yong'an Pharmaceutical (002365.SZ) forecasts a significant decline in its 2025 annual performance, with net profit attributable to shareholders expected to drop by 56.21% to 70.56% compared to the previous year [1] Financial Performance - The projected net profit for 2025 is between 18.19 million yuan and 27.05 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be a loss of 1.55 million yuan to 2.88 million yuan, compared to a profit of 26.76 million yuan in the same period last year [1] - Basic earnings per share are estimated to be between 0.0617 yuan and 0.0918 yuan [1] Market Conditions - The decline in performance is primarily attributed to a sluggish market environment and intense competition in the taurine market [1] - Both the production and sales volume, as well as the selling price of the main product taurine, have decreased compared to the same period last year [1]

Group 1 - The company expects a significant decline in net profit for the year 2025, projecting a decrease of over 50% compared to the previous year [1][2] - The performance forecast period is from January 1, 2025, to December 31, 2025, with the net profit expected to be positive but substantially lower [1] - The decline in performance is attributed to a sluggish market and intense competition in the taurine market, leading to a decrease in both the sales volume and prices of the main product, taurine [2] Group 2 - The performance forecast has not been audited by the accounting firm, and the final financial data will be confirmed in the annual report for 2025 [1][3] - Initial communication regarding the performance forecast has taken place with the annual audit accounting firm, but specific data will depend on the final audit results [1][3]

Core Viewpoint - The company expects to turn a profit in 2025, with projected net profit ranging from RMB 20 million to 25 million, and net profit excluding non-recurring gains and losses estimated between RMB 32 million and 39 million [2][4]. Group 1: Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025 [3]. - The forecast indicates a positive net profit, marking a turnaround from previous losses [4]. Group 2: Reasons for Performance Changes - The significant growth in the vitamin E business is expected to contribute no less than RMB 660 million to profits, driving substantial year-on-year growth in 2025 [5]. - The pharmaceutical intermediates business underperformed expectations, with lower-than-expected sales of Montelukast sodium intermediates and ongoing intense competition leading to reduced profits from Rosuvastatin intermediates [5]. - The company plans to recognize goodwill impairment of up to RMB 26 million due to the underperformance in the pharmaceutical intermediates sector [5]. - The sale of a wholly-owned subsidiary, Shaanxi Ankang Shenqian Mining Co., Ltd., is projected to reduce profits by RMB 48.87 million as part of a strategy to optimize resource allocation [5]. - Legal provisions are expected to decrease 2025 profits by RMB 79.59 million, categorized as non-recurring losses [6].

Summary of Key Points Core Viewpoint - Tianyao Pharmaceutical (600488) is facing regulatory scrutiny due to violations related to information disclosure and internal control issues, which may impact investor confidence and operational integrity [1][3]. Trading Information - As of January 29, 2026, Tianyao Pharmaceutical's stock closed at 4.2 yuan, down 1.64%, with a turnover rate of 1.15%, a trading volume of 125,400 shares, and a transaction value of 52.7973 million yuan [1]. Capital Flow - On January 29, 2026, the net outflow of main funds was 1.475 million yuan, accounting for 2.79% of the total transaction value; retail investors experienced a net outflow of 404,800 yuan, representing 0.77% of the total transaction value, while speculative funds saw a net inflow of 1.8798 million yuan, making up 3.56% of the total transaction value [1][3]. Regulatory Penalties - On January 28, 2026, Tianyao Pharmaceutical and several executives were ordered to rectify their actions by the Tianjin Securities Regulatory Bureau due to violations of securities laws and regulations, including failure to disclose significant events in a timely manner [1][3]. Company Announcements - On January 27, 2026, Tianyao Pharmaceutical received an administrative regulatory measure decision from the Tianjin Securities Regulatory Bureau, citing issues with non-compliant contracts for technology projects and failure to timely identify risks related to R&D project terminations, which led to delays in the recovery of advance payments [1][3].

2026.01. 29 本文字数：2680，阅读时长大约4分钟 作者 | 第一财经 黄思瑜 预计业绩亏损超3亿元、年度业绩首亏，哈三联（002900.SZ）披露业绩预告后，1月29日股价大幅 低开，重挫7.84%。 根据28日晚间的公告，哈三联预计2025年归母净利润亏损3.15亿元～3.75亿元，同比下降636.85% ～739.11%，销售单价下降、营业成本及期间费用同比增加、计提单项大额信用减值损失等是业绩 亏损的原因。 该公司的业绩自2025年一季度开始出现亏损，亏损金额逐季扩大。业绩恶化的背后，哈三联主业医 药板块业绩承压，向动物保健和大健康领域转型，但尚未形成有效业绩支撑。 上市以来年度业绩首亏 哈三联自2017年9月份上市，上市后业绩虽有些年度出现下滑，但是归母净利润一直处于盈利状态， 直至2025年度业绩首度出现亏损。 在2024年盈利超5000万元的基础上，2025年度，该公司预计，归母净利润亏损3.15亿元～3.75亿 元，同比下降636.85%～739.11%；扣非后归母净利润同比下降691.73%～804.44%；基本每股收 益为-1.19元/股至-1元/股区间。 同时，哈三联预计，2 ...

（编辑 袁冠琳） 证券日报网讯 1月29日，美诺华发布公告称，公司控股子公司安徽美诺华药物化学有限公司近日收到安 徽省工业和信息化厅、安徽省财政厅、国家税务总局安徽省税务局联合颁发的《高新技术企业证书》， 证书编号为GR202534003865，发证时间为2025年10月28日，有效期为三年。安徽美诺华自获得高新技 术企业认证通过后三年内（即2025年、2026年、2027年）可享受国家关于高新技术企业的相关优惠政 策，即按15%的税率缴纳企业所得税。 ...

Core Viewpoint - The company, Huyou Pharmaceutical, anticipates a significant decline in net profit for the fiscal year 2025, projecting a loss between 29 million to 24 million yuan, which represents a year-over-year decrease of 108.91% to 107.38% [2] Financial Performance - The expected net profit attributable to the parent company for 2025 is projected to be between -29 million yuan and -24 million yuan [2] - The anticipated operating revenue for 2025 is estimated to be between 960 million yuan and 1.09 billion yuan [2]

Core Viewpoint - The company, Anglikon, announced an expected net profit attributable to shareholders for the fiscal year 2025, ranging from 110 million to 138 million yuan, indicating a year-on-year growth of 36.93% to 71.78% [2] Financial Performance - The projected net profit for 2025 is estimated between 110 million yuan and 138 million yuan [2] - This represents a significant increase compared to the previous year's performance, with growth rates between 36.93% and 71.78% [2]

格隆汇1月29日丨北陆药业(300016.SZ)发布2025年度业绩预告，报告期内，归属于上市公司股东的净利 润8,700万元～1.30亿元，同比增长537.28%～852.26%；扣除非经常性损益后的净利润3,300万元～4,950 万元，同比增长134.14%～251.20%。 ...