半导体封装和测试设备
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2只“大牛股”嘉美包装、海格通信业绩大幅下滑!
Zheng Quan Shi Bao· 2026-01-15 00:18
Group 1 - Over 40 A-share companies disclosed their 2025 performance forecasts or reports on January 14, including popular stocks like Jiamei Packaging and Haige Communication [2] - Jin Haitong is expected to have the highest growth among the disclosed companies, forecasting a net profit of 160 million to 210 million yuan, representing a year-on-year increase of 103.87% to 167.58% [3] - Yonghe Co. anticipates a net profit of 530 million to 630 million yuan for 2025, with a year-on-year growth of 110.87% to 150.66% [3] Group 2 - Shengnong Development expects a net profit of 1.37 billion to 1.43 billion yuan for 2025, reflecting a year-on-year increase of 89.16% to 97.44% [4] - Companies like Siwei Tuxin and Jinyu Jidong forecast net profit growth exceeding 100% for 2025, while CITIC Securities expects over 30% growth [5] Group 3 - Jiamei Packaging forecasts a net profit of 85.4371 million to 104 million yuan for 2025, a decline of 43.02% to 53.38% year-on-year, attributed to a "small year" in the beverage industry [6] - Despite the profit decline, Jiamei Packaging's stock price has surged, with a cumulative increase of 323.46% since its resumption of trading on December 17, 2025 [6] - Haige Communication anticipates a negative net profit for 2025 due to industry client adjustments and increased investment in innovative businesses [7]
多家A股公司,预计盈利翻倍,2只“大牛股”业绩大幅下滑
Zheng Quan Shi Bao· 2026-01-14 23:20
Group 1: Earnings Forecasts - Over 40 A-share companies disclosed their earnings forecasts or reports for 2025 on January 14, including popular stocks like Jiamei Packaging and Haige Communication [1] - Jin Haitong is expected to have the highest growth, forecasting a net profit of 160 million to 210 million yuan, representing a year-on-year increase of 103.87% to 167.58% [3] - Yonghe Co. anticipates a net profit of 530 million to 630 million yuan, with a year-on-year growth of 110.87% to 150.66% [3] - Shengnong Development expects a net profit of 1.37 billion to 1.43 billion yuan, reflecting a year-on-year increase of 89.16% to 97.44% [4] Group 2: Companies with Declining Earnings - Jiamei Packaging forecasts a net profit of 85.437 million to 104 million yuan for 2025, a decline of 43.02% to 53.38% year-on-year [6] - The decline in Jiamei Packaging's earnings is attributed to the beverage industry's "small year" in 2025, with fewer days in the Spring Festival peak season and lower-than-expected demand for beverage gift consumption [6] - Haige Communication is expected to report a net loss for 2025 due to industry client adjustments and increased investment in innovative businesses [8]
天津金海通半导体设备股份有限公司2025年年度业绩预增公告
Shang Hai Zheng Quan Bao· 2026-01-14 18:02
Core Viewpoint - The company, Tianjin Jinhaitong Semiconductor Equipment Co., Ltd., anticipates a significant increase in net profit for the year 2025, projecting a rise of over 100% compared to the previous year [2][4]. Group 1: Performance Forecast - The company expects to achieve a net profit attributable to shareholders of the parent company between 160 million yuan and 210 million yuan for the year 2025, representing a year-on-year increase of 103.87% to 167.58% [2][4]. - The projected net profit, excluding non-recurring gains and losses, is estimated to be between 155 million yuan and 205 million yuan, indicating a year-on-year increase of 128.83% to 202.64% [2][4]. Group 2: Previous Year’s Performance - In 2024, the company reported a total profit of 84.85 million yuan, with a net profit attributable to shareholders of the parent company at 78.48 million yuan, and a net profit excluding non-recurring gains and losses of 67.74 million yuan [5]. Group 3: Reasons for Performance Increase - The growth in the semiconductor packaging and testing equipment sector is driving demand, alongside the company's ongoing investment in technology research and product iteration, particularly in high-efficiency testing and sorting machines [7].
多家A股公司 预计盈利翻倍!2只“大牛股” 业绩大幅下滑!
Zheng Quan Shi Bao Wang· 2026-01-14 15:42
Group 1: Earnings Forecasts - Over 40 A-share companies disclosed their earnings forecasts or reports for 2025 on January 14, including popular stocks like Jiamei Packaging and Haige Communication [1] - Jinhaitong is expected to achieve a net profit of 160 million to 210 million yuan in 2025, representing a year-on-year increase of 103.87% to 167.58% [1] - Yonghe Co. anticipates a net profit of 530 million to 630 million yuan, with a year-on-year growth of 110.87% to 150.66% [2] Group 2: Industry Trends - The refrigerant industry is expected to maintain a high level of prosperity in 2025, with smooth production and sales connections, leading to increased revenue and gross margin [2] - The semiconductor packaging and testing equipment sector is experiencing sustained demand growth, contributing to Jinhaitong's performance [1] Group 3: Performance Declines - Jiamei Packaging forecasts a net profit of 85.437 million to 104 million yuan for 2025, a decline of 43.02% to 53.38% year-on-year, attributed to a "small year" in the beverage industry [3] - Haige Communication expects to report a net loss for 2025 due to industry client adjustments and increased investment in innovative businesses [6]
公告精选 | 19天14板嘉美包装净利最高降五成 天地在线子公司遭诈骗
Xin Lang Cai Jing· 2026-01-14 13:25
Group 1 - CITIC Securities is projected to achieve revenue of 74.83 billion yuan and a net profit of 30.05 billion yuan in 2025, reflecting a year-on-year growth of 28.75% and 38.46% respectively [4] - Yipin Hong expects a net loss of 313 million to 442 million yuan in 2025, an improvement from a loss of 540 million yuan in the previous year, due to a decline in product sales and gross margin [2] - Jiamai Packaging anticipates a net profit of 85.44 million to 104 million yuan in 2025, a decrease of 43.02% to 53.38% compared to the previous year, attributed to fewer days in the peak season for the beverage industry [3] Group 2 - Jin Haitong forecasts a net profit of 160 million to 210 million yuan in 2025, representing a significant increase of 103.87% to 167.58% year-on-year, driven by growing demand in the semiconductor packaging and testing equipment sector [3] - Jinyu Group expects a net loss of 900 million to 1.2 billion yuan in 2025, widening from a loss of 555 million yuan in the previous year, as both its building materials and real estate businesses are in a downturn [3] - Beichen Real Estate anticipates a net loss of 2.68 billion to 3.31 billion yuan in 2025, primarily due to underperformance in real estate project sales [4]
金海通发预增,预计2025年度归母净利润1.6亿元到2.1亿元,同比增加103.87%到167.58%
Zhi Tong Cai Jing· 2026-01-14 09:06
Core Viewpoint - The company Jin Haitong (603061.SH) expects to achieve a net profit attributable to shareholders of 160 million to 210 million yuan in 2025, representing an increase of 81.5185 million to 131.5185 million yuan compared to the previous year, which corresponds to a year-on-year growth of 103.87% to 167.58% [1] Group 1: Financial Performance - The projected net profit for 2025 is between 160 million and 210 million yuan [1] - This represents an increase of 81.5185 million to 131.5185 million yuan compared to the previous year [1] - The expected year-on-year growth rate is between 103.87% and 167.58% [1] Group 2: Industry and Product Development - The demand in the semiconductor packaging and testing equipment sector is expected to continue growing in 2025 [1] - The company is actively engaged in technology research and product iteration [1] - There is a sustained increase in demand for testing and sorting machines, particularly for high-efficiency, large-scale, and complex testing [1]
测试分选机产品销量大幅提升 金海通2025年净利同比预增超104%
Ju Chao Zi Xun· 2026-01-14 08:31
Group 1 - The company, Jinhaitong, forecasts a net profit attributable to shareholders of the parent company for 2025 to be between 160 million yuan and 210 million yuan, representing an increase of 81.5185 million yuan to 131.5185 million yuan compared to the previous year, which is a year-on-year increase of 103.87% to 167.58% [1] - The company also expects a net profit excluding non-recurring gains and losses to be between 155 million yuan and 205 million yuan for 2025, which indicates an increase of 87.2635 million yuan to 137.2635 million yuan year-on-year, translating to a growth of 128.83% to 202.64% [6] - The growth in performance is attributed to the continuous increase in demand in the semiconductor packaging and testing equipment sector, along with ongoing technological research and product iteration by the company, leading to significant sales growth in testing and sorting machines [6]
金海通(603061.SH):预计2025年度净利润同比增加103.87%到167.58%
Xin Lang Cai Jing· 2026-01-14 08:17
Core Viewpoint - The company, Jinhaitong (603061.SH), expects a significant increase in net profit for the fiscal year 2025, driven by growth in the semiconductor packaging and testing equipment sector and ongoing technological advancements [1] Financial Performance - The company anticipates a net profit attributable to shareholders of the parent company ranging from 160 million to 210 million yuan for 2025, representing a year-on-year increase of 103.87% to 167.58% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 155 million and 205 million yuan, indicating a year-on-year growth of 128.83% to 202.64% [1] Industry Outlook - The demand in the semiconductor packaging and testing equipment sector is expected to continue growing in 2025, contributing to the company's positive performance [1] - The company is focusing on technological research and product iteration, particularly in high-efficiency testing and sorting machines, which are seeing increased demand [1]
金海通:2025年净利同比预增103.87%~167.58%
Mei Ri Jing Ji Xin Wen· 2026-01-14 08:16
Core Viewpoint - The company Jin Haitong (603061.SH) forecasts a significant increase in net profit for the year 2025, driven by growth in the semiconductor packaging and testing equipment sector and ongoing technological advancements [2] Group 1: Financial Performance - The company expects net profit attributable to shareholders to be between 160 million to 210 million yuan, representing a year-on-year increase of 103.87% to 167.58% [2] Group 2: Industry Demand - The demand in the semiconductor packaging and testing equipment field is anticipated to continue growing in 2025 [2] - There is a sustained increase in demand for testing and sorting machines, particularly for high-efficiency, large-scale, and complex testing applications [2] Group 3: Product Development - The company is actively engaged in technological research and product iteration, contributing to the growth in sales of its testing and sorting machine products [2]
金海通:预计2025年度净利润同比增加103.87%到167.58%
Ge Long Hui· 2026-01-14 08:09
Core Viewpoint - The company, Jinhaitong (603061.SH), expects a significant increase in net profit for the fiscal year 2025, driven by growth in the semiconductor packaging and testing equipment sector and ongoing technological advancements [1] Financial Performance - The company anticipates a net profit attributable to shareholders of the parent company ranging from 160 million to 210 million yuan for 2025, representing a year-on-year increase of 103.87% to 167.58% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 155 million and 205 million yuan, indicating a year-on-year growth of 128.83% to 202.64% [1] Industry Outlook - The demand in the semiconductor packaging and testing equipment sector is expected to continue growing in 2025, contributing to the company's positive performance [1] - The company is focusing on technological research and product iteration, particularly in high-efficiency testing and sorting machines, which are seeing increased demand [1]