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].

（原标题：三花智控涨4.74%，股价创历史新高） 三花智控股价创出历史新高，截至9:56，该股上涨4.74%，股价报54.99元，成交量1.85亿股，成交金额 99.05亿元，换手率5.03%，该股最新A股总市值达2051.94亿元，该股A股流通市值2025.94亿元。 证券时报•数据宝统计显示，三花智控所属的家用电器行业，目前整体涨幅为0.08%，行业内，目前股价 上涨的有38只，涨幅居前的有*ST高斯、三花智控、天银机电等，涨幅分别为5.03%、4.74%、3.95%。 股价下跌的有61只，跌幅居前的有立达信、康盛股份、宏昌科技等，跌幅分别为4.10%、3.05%、 2.74%。 机构评级来看，近10日共有3家机构对该股进行评级，12月23日中金公司证券发布的研报给予公司目标 价为59.50元。 公司发布的三季报数据显示，前三季度公司共实现营业收入240.29亿元，同比增长16.86%，实现净利润 32.42亿元，同比增长40.85%，基本每股收益为0.8400元，加权平均净资产收益率13.67%。 12月23日公司发布2025年业绩预告，预计实现净利润38.74亿元至46.49亿元，同比变动区间为 25 ...

格隆汇12月29日｜申万宏源研究指出，三花智控25Q4业绩表现亮眼，机器人业务放量在即。公司近期 预计25Q4可实现归属于上市公司股东的净利润10.19亿元，同比增长27.8%，可实现扣非后归母净利润 9.04亿元，同比增长4.0%，整体表现亮眼，该行预计一方面公司持续巩固制冷空调电器零部件业务的行 业龙头地位，充分把握市场需求增长契机，叠加核心产品深厚的技术积淀与规模化生产优势，驱动该业 务实现持续增长；另一方面，公司依托全球新能源汽车热管理领域的领先市场布局，借助标杆客户的示 范效应持续拓展优质订单，进一步夯实汽车零部件业务的业绩增长动能。基于公司盈利能力持续提升， 上调盈利预测，维持"增持"投资评级。 ...

Investment Rating - The report maintains an "Outperform" investment rating for the company [6]. Core Insights - The company is expected to achieve a net profit attributable to shareholders of 38.74 billion to 46.49 billion yuan in 2025, representing a year-on-year growth of 25.00% to 50.00% [6]. - The fourth quarter of 2025 is projected to yield a net profit of 6.32 billion to 14.06 billion yuan, with a year-on-year change of -20.8% to +76.4% [6]. - The company is expected to continue solidifying its leading position in the refrigeration and air conditioning components business while leveraging growth opportunities in the automotive parts sector, particularly in the new energy vehicle thermal management market [6]. Financial Data and Profit Forecast - Total revenue is projected to reach 31.91 billion yuan in 2025, with a year-on-year growth rate of 14.2% [5]. - The net profit attributable to shareholders is forecasted at 4.25 billion yuan for 2025, reflecting a year-on-year increase of 37.2% [5]. - The earnings per share (EPS) is expected to be 1.01 yuan in 2025, with a projected gross margin of 28.2% [5]. - The return on equity (ROE) is anticipated to be 12.9% in 2025 [5]. Business Segment Performance - In the refrigeration parts segment, the company is expected to maintain revenue growth in line with the overall industry, driven by domestic demand and export opportunities [6]. - The new energy vehicle thermal management business is projected to continue its robust growth, supported by the company's leading market position [6].

Investment Rating - The report maintains an "Outperform" investment rating for the company [2][7]. Core Insights - The company is expected to achieve a net profit attributable to shareholders of between 3.874 billion and 4.649 billion yuan in 2025, representing a year-on-year growth of 25% to 50%. The fourth quarter of 2025 is projected to yield a net profit of 632 million to 1.406 billion yuan, with a year-on-year change of -20.8% to +76.4% [7]. - The company is expected to continue solidifying its leading position in the refrigeration and air conditioning components sector while leveraging its advanced technology and production scale to drive growth. Additionally, the company is expanding its automotive components business through its established market presence in the global electric vehicle thermal management sector [7]. - The report indicates an upward revision of profit forecasts, with expected net profits for 2025-2027 being 4.253 billion, 4.650 billion, and 5.099 billion yuan respectively, reflecting a year-on-year growth of 37%, 9%, and 10% [7]. Financial Data and Profit Forecast - Total revenue for 2025 is projected at 31.913 billion yuan, with a year-on-year growth rate of 14.2%. The net profit attributable to shareholders is expected to be 4.253 billion yuan, with a growth rate of 37.2% [6]. - The company’s gross margin is forecasted to improve slightly from 28.1% in 2024 to 28.6% in 2027, while the return on equity (ROE) is expected to stabilize around 12.9% to 13.3% over the same period [6]. - The company’s earnings per share (EPS) is projected to increase from 0.84 yuan in 2024 to 1.21 yuan in 2027 [6].

截至2025年12月23日收盘，三花智控（02050）报收于33.1元，较前一交易日下跌6.55%，该股当日开盘 35.9元，最高35.94元，最低33.1元，成交额达19.98亿元。近52周最高为46.3元，最低为20.62元。 最新公告列表 《2025年度业绩预告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 近日，浙江三花智能控制股份有限公司发布2025年度业绩预告，预计报告期内归属于上市公司股东的净 利润为3,873.9564至4,648.7477百万元人民币，较上年同期增长25.00%至50.00%；扣除非经常性损益后 的净利润为3,679.1636至4,614.5441百万元人民币，同比增长18.00%至48.00%。基本每股收益预计为0.98 至1.18元/股。业绩增长主要得益于公司在制冷空调电器零部件业务的龙头地位巩固及市场需求增长， 叠加技术积淀和规模化生产优势推动该业务持续增长；同时，新能源汽车热管理领域领先布局带动汽车 零部件业务订单拓展，两大板块协同发力促进整体业绩提升。本次业绩预告数据未经会计师事务所审 ...

三花智控（002050）(02050)盘中跌超5%，截至发稿，跌4.46%，报33.84港元，成交额8.76亿港元。 公告指出，报告期内，公司巩固制冷空调电器零部件业务龙头地位，把握市场需求增长契机，依托技术 积淀与规模化生产优势实现业务持续增长；同时，凭借新能源汽车热管理领域的领先布局和标杆客户示 范效应，拓展优质订单，推动汽车零部件业务稳步提升。两大板块协同发力，支撑全年业绩增长。 消息面上，12月23日，三花智控正式迎来港股基石解禁。数据显示，此次共计17名股东发生解禁，累计 解禁股数约1.96亿股。值得关注的是，该公司于昨晚发布2025年业绩预告，预期2025年归属于上市公司 股东的净利润约38.74亿-46.49亿元，同比增长25%-50%；扣除非经常性损益后的净利润约36.79亿-46.15 亿元，同比增长18%-48%。 ...

智通财经APP获悉，三花智控(02050)盘中跌超5%，截至发稿，跌4.46%，报33.84港元，成交额8.76亿港 元。 消息面上，12月23日，三花智控正式迎来港股基石解禁。数据显示，此次共计17名股东发生解禁，累计 解禁股数约1.96亿股。值得关注的是，该公司于昨晚发布2025年业绩预告，预期2025年归属于上市公司 股东的净利润约38.74亿-46.49亿元，同比增长25%-50%；扣除非经常性损益后的净利润约36.79亿-46.15 亿元，同比增长18%-48%。 公告指出，报告期内，公司巩固制冷空调电器零部件业务龙头地位，把握市场需求增长契机，依托技术 积淀与规模化生产优势实现业务持续增长；同时，凭借新能源汽车热管理领域的领先布局和标杆客户示 范效应，拓展优质订单，推动汽车零部件业务稳步提升。两大板块协同发力，支撑全年业绩增长。 ...

每天三分钟公告很轻松 三花智控披露业绩预告。公司预计2025年实现归属于上市公司股东的净利润38.74亿元—46.49亿元，比 上年同期增长25%—50%。 天玑科技（300245）：公司及相关责任人涉嫌串通投标被提起诉讼；多家公司筹划控制权变更事项；三 花智控：2025年度净利润同比预增25%—50%；旭升集团：实控人拟变更为广州市人民政府 23日起复 牌；*ST东通：深交所决定终止公司股票上市交易；卓然股份：全资子公司签订40.33亿元重大订单协 议；聚和材料：筹划发行H股并在香港联交所上市；ST证通：公司股票12月24日起撤销其他风险警示； 南山铝业：拟斥资3亿至6亿元回购股份用于注销减少注册资本…… 今日看点 ▼ 聚焦一：天玑科技：公司及相关责任人涉嫌串通投标被提起诉讼 天玑科技：公司于近日收到上海市虹口区人民检察院送达的《起诉书》，上海市虹口区人民检察院以公 司及相关责任人涉嫌在一项目中串通投标提起诉讼。 公司表示，截至目前，公司生产经营正常，上述事件暂未对公司产生重大影响。公司将持续关注上述事 项的进展情况并及时履行信息披露义务。 ▼聚焦二：多家公司筹划控制权变更事项 毅昌科技：公司于2025年1 ...

三花智控（002050）(02050)公布，该集团预期2025年归属于上市公司股东的净利润约38.74亿-46.49亿 元，同比增长25%-50%;扣除非经常性损益后的净利润约36.79亿-46.15亿元，同比增长18%-48%。 公告称，公司报告期内业绩预增的主要原因：报告期内，公司持续巩固制冷空调电器零部件业务的行业 龙头地位，充分把握市场需求增长契机，叠加核心产品深厚的技术积淀与规模化生产优势，驱动该业务 实现持续增长。与此同时，公司依托全球新能源汽车热管理领域的领先市场布局，借助标杆客户的示范 效应持续拓展优质订单，进一步夯实汽车零部件业务的业绩增长动能。两大业务板块协同发力，为公司 全年业绩增长提供了坚实的支撑。 ...