【华友钴业：2025年净利同比预增41%-55% 主要受益于钴锂等金属价格的回升】智通财经1月5日电， 华友钴业(603799.SH)公告称，公司预计2025年度归属于上市公司股东的净利润为58.50亿元-64.50亿 元，同比增长40.80%至55.24%。2025年公司盈利大幅增长，主要受益于公司产业一体化经营优势的持 续释放、钴锂等金属价格的回升、公司管理变革、降本增效的深入推进。 转自：智通财经 ...

Macro - July economic growth slowed, driven by policy and seasonal factors, with a need for continued policy support to stabilize growth and address structural issues [1][4][31] - The recovery of the economy requires ongoing consumption stimulus policies and optimization of funding allocation in infrastructure projects [4][31] Strategy - The reform of the capital market in China is crucial for stock market valuation, with a focus on improving investor returns, which is expected to boost confidence in Chinese assets [2][5][6] - The shift in valuation logic in the Chinese stock market is moving from economic cycle fluctuations to a decline in discount rates, indicating a bullish outlook for A/H shares [5][9] Overseas Strategy - The Hong Kong stock market has shown weak performance recently, influenced by a depreciating Hong Kong dollar and rising global trade uncertainties [10][11] - The decline in hot sectors and a slowdown in incremental capital inflows have constrained the performance of the Hong Kong stock market [11][34] Food and Beverage - The liquor industry is undergoing a deep adjustment, with the company expecting a revenue decline of 38.3%-41.9% in H1 2025, and a net profit decrease of 39%-40% [2][16] - The introduction of new products like "Da Zhen" and "Niu Shi Beer" is anticipated to contribute to revenue growth and improve margins [2][17] Home Appliances - The company is increasing its market share in domestic refrigeration cabinets, with the launch of its first overseas factory in Indonesia, which is expected to create new growth opportunities [2][19][20] - The demand for commercial refrigeration products is projected to grow due to the expansion of convenience stores and the rise of smart cabinets [21]