证券日报网讯 1月9日，孩子王发布公告称，公司将于2026年2月2日14：30召开2026年第一次临时股东 会。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月5日，爱婴室在互动平台回答投资者提问时表示，截至2025年12月31日，公司股东人 数为24569户。 ...

（文章来源：证券日报） 证券日报网讯 1月5日，孩子王在互动平台回答投资者提问时表示，公司将密切关注国家及行业政策动 态，紧跟国家发展战略，把握托育市场发展机会，充分满足新家庭需求，让每个童年更美好。 ...

2026年伊始，首批深市上市公司2025年年度业绩预告率先披露，盐湖股份、天赐材料、华菱钢铁、首钢 股份、孩子王、传化智联等多家企业集中释放业绩向好积极信号。 首钢股份2025年业绩稳健攀升，预计归母净利润9.2亿元至10.6亿元，同比增长95.29%至125.01%。公司 聚焦"制造+服务"双轮驱动，重点推进电工钢、汽车板等高端产品研发生产，首发多款高端产品，战略 产品产量稳步增长。凭借技术创新、绿色制造与精准服务的核心优势，公司在高端钢材市场竞争力持续 提升，为业绩增长注入持久动力。 母婴零售龙头孩子王2025年业绩持续向好，预计归母净利润2.75亿元至3.3亿元，同比增长51.72%至 82.06%，实现连续三年净利润增长。公司实施"扩品类、扩赛道、扩业态"三扩战略，通过密集并购完善 业务布局，收购的乐友国际成为业绩重要支撑，2024年贡献净利润占比达58%；2025年收购丝域生物切 入养发护发赛道，进一步拓宽服务边界。同时，公司强化单客经营与精细化运营，完善"短链+自营"供 应链体系，布局下沉市场精选加盟店，推动自营业务稳健增长。 传化智联凭借"物流+化学"双主业协同优势，2025年业绩大幅增长，预计 ...

2026年伊始，首批深市上市公司2025年年度业绩预告率先披露，盐湖股份（000792）、天赐材料 （002709）、华菱钢铁（000932）、首钢股份（000959）、孩子王（301078）、传化智联（002010）等 多家企业集中释放业绩向好积极信号。 从业绩表现来看，这些公司业绩均实现同比大幅增长，覆盖化工、新能源、钢铁、消费服务、智慧物流 等多个关键领域。 传化智联凭借"物流+化学"双主业协同优势，2025年业绩大幅增长，预计归母净利润5.4亿元至7亿元， 同比增长256.07%至361.57%。2025年，公司两大主业发力各有侧重，双轮驱动业绩增长，其中，化学 业务聚焦市场需求，优化营销策略；物流业务持续优化资产结构，聚焦优势业务，提升盈利能力。此 外，传化智联充分发挥自身场景、业务优势，积极聚焦"场景+科技+应用"的转型，包括开放场景资 源，积极拥抱AI；积极探索具身智能场景应用；探索试点无人车运输；签约国际头部企业，积极推进 化学业务先进技术和产能出海；加快物流领域新能源"电力"布局等。 尽管所处行业赛道不同、业务模式各异，但这些企业凭借核心竞争力筑牢增长根基，共同勾勒出深市上 市公司韧性十足、 ...

Core Viewpoint - The first batch of Shenzhen-listed companies has released optimistic performance forecasts for 2025, indicating significant year-on-year growth across various sectors, including chemicals, new energy, steel, consumer services, and smart logistics, reflecting the resilience and recovery of the real economy [1][7]. Group 1: Performance Highlights - Salt Lake Co., as a leader in the potassium fertilizer industry and lithium extraction, expects a net profit of 8.29 billion to 8.89 billion yuan for 2025, representing a year-on-year increase of 77.78% to 90.65% [3]. - Tianqi Lithium, a global leader in lithium-ion battery electrolyte, anticipates a net profit of 1.1 billion to 1.6 billion yuan, with a growth rate of 127.31% to 230.63% [3]. - Huazhong Steel is projected to achieve a net profit of 2.6 billion to 3 billion yuan, reflecting a year-on-year increase of 27.97% to 47.66% [3]. - Shougang Group expects a net profit of 920 million to 1.06 billion yuan, with a growth of 95.29% to 125.01% [4]. - Kidswant, a leading maternal and infant retail company, forecasts a net profit of 275 million to 330 million yuan, marking a growth of 51.72% to 82.06% [4]. - Chuanhua Zhihui anticipates a net profit of 540 million to 700 million yuan, with a significant increase of 256.07% to 361.57% [5]. Group 2: Common Characteristics of Companies - The companies exhibit five common characteristics: technological innovation, industry dividends, lean management, capital empowerment, and accelerated transformation, which are crucial for high-quality development [7]. - R&D investment and technological breakthroughs are key drivers of performance growth, with companies focusing on overcoming critical technologies and enhancing product value [7][8]. - The companies benefit from industry growth, with Salt Lake Co. and Tianqi Lithium capitalizing on the recovery of potassium and lithium markets, respectively [7]. - Operational efficiency and supply chain management are emphasized, with companies optimizing costs and enhancing profitability through integrated operations [8]. - Effective use of capital market tools has accelerated growth, with various companies employing strategies such as share buybacks and mergers to expand their business [8].

更进一步剖析，这些横跨新能源、高端制造、消费服务、智慧物流等多元赛道的企业，之所以能交出亮 眼成绩单，核心得益于内外双重驱动力的协同发力：对内以创新为根基，凭借核心技术突破、全产业链 协同与精细化运营，锻造出难以复制的核心竞争力；对外借政策与行业东风乘势而上，深度受益于绿色 低碳、新基建、消费升级等国家战略赋能，以及细分行业周期回暖的双重红利。尽管身处不同赛道，它 们却共同呈现出创新驱动、效率提升的鲜明特质，生动彰显出深圳证券交易所市场（以下简称"深市"） 公司作为高质量发展生力军的强劲韧性与蓬勃活力。 内生赋能 以创新与协同锻造核心壁垒 核心竞争力是企业穿越周期的底气所在。细究此次披露业绩预告的深市公司，其业绩增长的内在逻辑清 晰可循：一方面以创新为核心引擎激活发展动能，另一方面依托全产业链协同联动与精细化运营筑牢经 营根基，二者协同发力构建起系统性竞争优势，成功将内生增长潜力转化为实打实的经营成果。 具体来看，在创新方面，相关公司普遍聚焦核心技术攻关，以关键领域突破构筑竞争壁垒。例如，绿色 低碳赛道的天赐材料，深耕新能源材料研发，通过技术迭代优化产品性能与成本控制，精准匹配下游产 业升级需求。 2026年 ...

Core Viewpoint - Seven companies in the A-share market have collectively announced optimistic performance forecasts for 2025, with expected year-on-year profit growth exceeding 300% for some, indicating strong recovery in specific industries and the ability of companies to navigate through cycles via product upgrades, cost control, and strategic mergers and acquisitions [1][4]. Group 1: Company Performance Highlights - Transfar Zhilian is expected to achieve a net profit of 6.5 billion to 7 billion yuan, representing a year-on-year increase of 256.07% to 361.57%, driven by high-margin product focus and strategic asset optimization [3][4]. - Tianci Materials anticipates a net profit of 11 billion to 16 billion yuan, with a growth of 127.31% to 230.63%, primarily due to the expanding demand for lithium-ion battery materials in the electric vehicle and energy storage markets [4][7]. - Guangku Technology forecasts a net profit increase of 152% to 172%, attributed to continuous investment in new product development and successful market expansion [4]. Group 2: Industry Trends and Drivers - The performance of companies related to the lithium battery supply chain has significantly improved, reflecting a recovery in both downstream demand and upstream material prices [6][7]. - Salt Lake Co. expects a net profit of 8.29 billion to 8.89 billion yuan, with a year-on-year increase of 77.78% to 90.65%, driven by rising market prices for its main product, potassium chloride [7]. - The overall recovery in the lithium battery industry is characterized by strong end-market demand driving growth in midstream battery manufacturing and material production, which in turn supports upstream resource extraction and processing [7]. Group 3: Additional Company Insights - Shougang Co. has achieved growth through a commitment to high-end product transformation and cost reduction, enhancing profitability despite market challenges [5]. - Kidswant has implemented a "three expansion" strategy and accelerated its franchise model, particularly in lower-tier markets, resulting in over 50% growth [5]. - Huazhong Steel is expected to achieve positive net profit growth despite facing a one-time environmental tax payment of over 657 million yuan, showcasing its operational resilience through cost control and ongoing transformation efforts [5].

其中， 传化智联以归母净利润上限 7 亿元、同比预增 361.57% 的成绩，成为此次业绩预 告 中的亮点。 从智慧物流到新能源材料，从光通信到母婴零售，这批公司的高增长预期，不仅反映了特定 行业景气度的强劲 回升 ，也显示了企业通过产品升级、成本控制和战略并购穿越周期的能 力。 【导读】 7 家公司同步预告 2025 年度业绩，最高预增超 300% 中国基金报记者 夏天 2025 年 12 月 31 日晚， A 股市场迎来一波年度业绩预告 " 报喜潮 " 。天赐材料、首钢股 份、传化智联、孩子王、光库科技、盐湖股份、华菱钢铁等 7 家上市公司集体发布 2025 年 度业绩预告，纷纷预计全年业绩将实现同比大幅增长。 | | | | 预告归母净利润 | | | | | --- | --- | --- | --- | --- | --- | --- | | 출을 | 代理 | 名称 | 下限(万元) | 上限(万元) | 同比增长下限 同比增长上限 | (%) = | | | | | | | (%) 一 | | | 1 | 002010.SZ 传化智联 | | 54,000.00 | 70,000.00 | 25 ...

智通财经APP讯，孩子王(301078.SZ)发布2025年度业绩预告，预计全年归属于上市公司股东的净利润 2.75亿元至3.3亿元，同比增长51.72%-82.06%。 ...