Core Viewpoint - The company Jing Sheng Mechanical & Electrical (300316.SZ) forecasts a significant decline in net profit for the fiscal year 2025, primarily due to cyclical fluctuations in the photovoltaic industry and reduced demand for its products [1] Financial Performance - The projected net profit attributable to shareholders is expected to be between 878 million and 1.255 billion yuan, representing a year-on-year decrease of 50% to 65% [1] - The net profit after deducting non-recurring gains and losses is anticipated to be between 658 million and 975 million yuan, reflecting a year-on-year decline of 60.35% to 73.22% [1] Business Impact - The decline in the photovoltaic business's gross profit is estimated to be around 2.2 billion to 2.6 billion yuan compared to the previous year, driven by decreased demand for photovoltaic equipment and falling prices of materials such as quartz crucibles and diamond wires [1] - The company has also reduced its credit impairment provisions by approximately 400 million yuan compared to the previous year, contributing to the overall decline in operating performance [1] Non-recurring Gains and Losses - For the fiscal year 2025, the impact of non-recurring gains and losses on net profit is expected to be between 220 million and 280 million yuan [1]

南财智讯1月29日电，晶盛机电发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 87840.55万元—125486.50万元，同比预减50.00%—65.00%；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65840.55万元—97486.50万元，同比预减60.35%—73.22%。报告期内，受光 伏行业周期性波动影响，公司光伏装备需求下滑，石英坩埚、金刚线等材料价格下降，导致公司光伏业 务毛利相较上年减少约22亿元—26亿元，公司计提信用减值相较上年减少约4亿元，综合导致经营业绩 的同比下滑。2025年度，预计非经常性损益对净利润的影响金额约为2.2亿元至2.8亿元。 ...

报告强调，今天的甘肃拼出了"不甘落后"的好势头，正推动老工业基地向新而行、以质图强。 产业发展呈现升级焕新之势。工业投资连续54个月保持两位数增长，对全省经济增长贡献率达36.1%。 新能源产业实现跨越式发展，总装机容量达8041.6万千瓦，增长2.4倍，并形成了光伏、风电、光热三条 完整的装备制造产业链。随着陇电入鲁工程投运、陇电入浙工程开工，"陇原绿电"正通达大江南北。与 此同时，庆阳数据中心集群快速崛起，算力规模已达11.4万P，一座"绿色算力新城"在黄土高原拔地而 起。 中国发展网讯 记者王斌报道 甘肃省第十四届人民代表大会第四次会议27日在兰州开幕。甘肃省省长任 振鹤在作政府工作报告时表示，过去的五年，甘肃奋力追赶进位，综合实力实现快速跃升。 报告指出，过去五年，甘肃全省地区生产总值达到13697.5亿元，较"十三五"末增长33.6%。尤为亮眼的 是，自2022年以来，甘肃经济增速已连续16个季度高于全国平均水平。规模以上工业增加值增速连续30 个月位居全国前十，工业企业"底盘"大幅夯实，规上工业企业数量从1832户跃升至3382户。 ...

2026年1月27日，金辰股份（sh603396）触及涨停，涨停价46.49元，涨幅10.01%，总市值64.40亿元，流 通市值64.40亿元，截止发稿，总成交额11.04亿元。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 根据喜娜AI异动分析，金辰股份涨停原因可能如下，现金流改善+国际化布局+资金效率提升： 1、金辰 股份经营活动现金流同比增长285.12%，达到2.91亿元，营运资金管理能力提升，这显示公司资金状况 良好，能够为企业的稳定发展和业务拓展提供有力支持。同时，公司通过理财和协定存款等方式管理闲 置资金，30亿元授信额度增强了资金灵活性，提高了资金使用效率。 2、公司推进马来西亚生产基地项 目，有助于提升国际 ...

公告显示，慧大成为京山轻机2018年通过投资并购取得控股权的子公司，此次虚假记载系其原股东为完 成业绩承诺，在独立运营期间实施的财务欺诈行为。公司于2021年主动发现财务异常后报案，湖北省荆 门市中级人民法院已于2024年5月作出终审判决，相关刑事责任已追究完毕。此外，京山轻机于2022年1 月召开董事会及监事会，审议通过前期会计差错更正及追溯调整议案，对相关年度财务报表进行调整并 获专项审计报告，历史财务影响已消除，涉事主体慧大成也已关停，与公司当前经营无关联。 京山轻机表示，目前公司光伏装备、锂电装备、包装装备等主营业务生产经营正常，技术研发与市场拓 展按计划推进，核心竞争力及持续经营能力未受影响；财务方面，因已完成追溯调整，本次处罚不会对 当期及未来业绩产生新增重大不利影响。根据相关规则，公司股票将被实施其他风险警示（ST），后 续将在《行政处罚决定书》送达并满足规定期限后，向深交所提交撤销申请。 21财经1月19日电，京山轻机(000821.SZ)2026年1月19日公告，披露收到湖北证监局《行政处罚事先告 知书》后的整改情况及相关影响。据悉，公司及相关责任人于1月16日收到该告知书，被指2018年年 ...

1月18日晚，京山轻机披露关于收到中国证券监督管理委员会湖北监管局《行政处罚事先告知书》整改 情况说明的公告。 1月16日，京山轻机及相关责任人收到湖北证监局出具的《行政处罚事先告知书》，认为公司披露的 《2018年年度报告》存在虚假记载。根据《深圳证券交易所股票上市规则》相关规定，公司股票将被实 施其他风险警示（ST）。公司股票将自1月20日（星期二）开市起被实施其他风险警示，股票简称 由"京山轻机"变更为"ST京机"。本次处罚事项对公司生产经营无重大影响，对财务状况无新增影响。 京山轻机相关负责人告诉中国证券报记者，就此次历史问题给所有投资者、合作伙伴及公众带来的困 扰，公司管理层表示最诚恳的歉意。上述处罚为追溯性程序完结，不涉及当前主营业务，对京山轻机现 有生产经营、财务状况及持续经营能力不构成重大影响。公司运营、订单交付、研发创新等一切正常。 公司已将此次事件视为深刻教训，并立即启动了全面的内控体系升级计划，包括强化对子公司的穿透式 管理、引入智能化风控平台、重塑合规文化，旨在从根源上杜绝类似风险。 财务追溯调整已完成 涉事业务主体已关停。涉事主体慧大成早已关停，与公司当前主营业务及经营体系无任何关联 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月18日晚，京山轻机披露关于收到中国证券监督管理委员会湖北监管局《行政处罚事先告知书》整改 情况说明的公告。 对生产经营无重大影响 公司在1月18日晚披露的公告中提到，本次处罚对生产经营无重大影响。本次处罚系对上述已完结历史 事项的行政程序性处理。截至该公告披露日，公司各项生产经营活动正常开展，主营的光伏装备业务、 锂电装备业务、包装装备业务经营状况平稳有序，技术研发与市场拓展均按计划推进。该事项不影响公 司当前主营业务的核心竞争力与持续经营能力。 对财务状况无新增影响。公司已于2022年完成财务追溯调整，本次《告知书》所涉事项可能产生的财务 后果已在以往年度报表中充分体现。因此，本次处罚不会对公司当期及未来业绩构成新的重大不利影 响。 1月16日，京山轻机及相关责任人收到湖北证监局出具的《行政处罚事先告知书》，认为公司披露的 《2018年年度报告》存在虚假记载。根据《深圳证券交易所股票上市规则》相关规定，公司股票将被实 施其他风险警示（ST）。公司股票将自1月20日（星期二）开市起被 ...

Core Insights - The 2025 New Energy Development Conference was held in Dunhuang, Gansu, focusing on the achievements and future opportunities in the new energy sector during the 14th Five-Year Plan period [1][2] - Gansu province has made significant progress in both traditional industry upgrades and the development of new energy sectors, with a focus on creating a comprehensive industrial chain [1] Group 1: Industry Development - Gansu's new materials industry is projected to reach a value of 130.5 billion yuan by 2024, while the new energy and new energy equipment manufacturing industry is expected to reach 83 billion yuan [1] - The province's installed capacity of new energy reached 77.62 million kilowatts, accounting for 64.1% of the total installed capacity, achieving its 14th Five-Year Plan goals ahead of schedule [1] - Gansu's new energy installed capacity is expected to exceed 80 million kilowatts by the end of this year, which is 3.4 times that of the end of the 13th Five-Year Plan [3] Group 2: Policy and Strategic Initiatives - The province has implemented a series of policy improvements and major project constructions, resulting in five key transformations in the energy sector [2] - These transformations include the shift of new energy from a supplementary power source to a main power source, and the evolution of the equipment manufacturing industry from a fragmented approach to a clustered model [2] - Gansu aims to establish itself as a significant base for new energy and new energy equipment manufacturing in China, with ongoing efforts to enhance resource regulation and grid connectivity [2]

Core Insights - Gansu Jiuquan has added 22.81 million kilowatts of new energy grid-connected capacity since the start of the 14th Five-Year Plan, surpassing the total installed capacity of the previous decade [1] - Jiuquan has become the largest onshore wind power equipment manufacturing base in China, with an annual production capacity of 20 million kilowatts for wind power equipment [1][3] - The city aims to achieve a total new energy installed capacity of 40 million kilowatts by the end of this year, with significant growth in solar thermal capacity expected [3][4] New Energy Development - Jiuquan is a key area for China's "Shagao Desert" large-scale wind and solar power base, with new installations equivalent to a 10 million kilowatt wind power base and a 10 million kilowatt solar power base [3] - The new energy installed capacity is expected to exceed 40 million kilowatts by the end of the year, with solar thermal capacity projected to double to 720,000 kilowatts [3][4] - The city has also developed new paths for energy consumption, including off-grid hydrogen production and green microgrids, with local consumption expected to reach 12.5 billion kilowatt-hours in 2024, more than double the 2020 figure [3] Equipment Manufacturing - Jiuquan's equipment manufacturing sector is a critical support for its new energy industry, focusing on the "wind-solar-thermal-storage-hydrogen-grid" industrial chain [4] - The city has attracted 58 leading enterprises, including Goldwind Technology and Chint Group, achieving local supply chain integration for wind power equipment [5] - The output value of Jiuquan's new energy equipment manufacturing industry has surpassed 30 billion yuan, reflecting a 5.5-fold increase since the end of the 13th Five-Year Plan [5] Future Plans - Jiuquan plans to continue expanding its new energy industry, targeting an installed capacity of 80 million kilowatts by the end of the 15th Five-Year Plan, with aspirations to exceed 100 million kilowatts [5]

Core Viewpoint - The article highlights China's commitment to green development during the "14th Five-Year Plan" period, emphasizing the transition to a circular economy, the rise of clean energy, and the promotion of green consumption as essential components of achieving ecological sustainability and carbon neutrality goals [1][2][8]. Green Energy Development - During the "14th Five-Year Plan," China has made significant strides in green energy, with clean energy sources like wind and solar becoming major contributors to the energy mix, surpassing coal in installed capacity [2][3]. - The country has established the world's largest clean power generation system, with one-third of global power generation capacity, and aims to increase the share of green electricity further [2][3]. Circular Economy Initiatives - The construction of a circular economy system has accelerated, focusing on resource recycling in industrial sectors and urban "waste-free" initiatives, enhancing resource efficiency and injecting green momentum into economic development [4][5]. - Significant advancements in manufacturing green products have been noted, with steel and cement industries achieving world-leading energy consumption levels and substantial recycling of materials [4][5]. Green Consumption Trends - The "14th Five-Year Plan" has seen a rise in green lifestyles, with the number of new energy vehicles reaching 31.4 million by the end of 2024, a fivefold increase from the end of the "13th Five-Year Plan" [7]. - The second-hand market has flourished, with daily transactions of idle goods exceeding 1 billion yuan, indicating a shift towards circular consumption practices [7][8]. Policy and Institutional Support - Policies have been implemented to support recycling and green initiatives, such as guidelines for establishing recycling points and promoting waste sorting, which have led to high participation rates in waste management [5][6]. - The establishment of regulations, such as the "Waste-Free City Construction Regulations" in Shanghai, has encouraged public engagement in sustainable practices, achieving a stable waste sorting compliance rate of over 95% [6].