格隆汇1月26日丨新特电气(301120.SZ)公布，预计2025年归属于上市公司股东的净利润4,000万元~5,000 万元，同比扭亏为盈，扣除非经常性损益后的净利润-400万元~800万元。1、报告期内，公司业绩实现 扭亏为盈，一方面受益于公司依托在变频领域的技术积累与行业经验，积极开拓变频用变压器等特种变 压器的下游应用市场，带动业务回温；另一方面受益于公司把握储能行业成长的市场机遇，持续加强研 发投入与市场开拓，储能业务步入良性发展轨道，亏损幅度显著收窄。此外，报告期内公司不存在大额 的资产减值情况。报告期内，公司攻克中压中、高频变压器关键技术，实现适配固态变压器（SST）、 直流变压器及快充设备的最严苛电气标准的应用需求的技术储备。面向未来，公司坚持以技术创新驱动 长期发展，在巩固现有业务优势的基础上，布局行业前沿技术，推动公司可持续发展。 2、报告期内，公司实施了股权激励以及员工持股计划，确认股份支付费用约为1,382万元，对公司归母 净利润的影响约为1,382万元左右，具体数据以2025年度报告中披露的数据为准。3、经初步测算，本报 告期内非经常性损益对净利润的影响金额预计为4,400万元左右， ...

新特电气公告，预计2025年度净利润为4000万元至5000万元，上年同期亏损4851.16万元。报告期内， 公司业绩实现扭亏为盈，一方面受益于公司依托在变频领域的技术积累与行业经验，积极开拓变频用变 压器等特种变压器的下游应用市场，带动业务回温；另一方面受益于公司把握储能行业成长的市场机 遇，持续加强研发投入与市场开拓，储能业务步入良性发展轨道，亏损幅度显著收窄。 ...

Core Viewpoint - New Special Electric experienced a 2.16% increase in stock price on August 29, with a trading volume of 483 million yuan, indicating positive market sentiment towards the company [1]. Financing Summary - On August 29, New Special Electric had a financing buy-in amount of 77.78 million yuan and a financing repayment of 40.59 million yuan, resulting in a net financing buy-in of 37.20 million yuan [1]. - The total financing and securities balance for New Special Electric reached 168 million yuan, accounting for 2.89% of its circulating market value, which is above the 90th percentile level over the past year, indicating a high financing level [1]. - The company had no shares sold or repaid in the securities lending market on August 29, with a remaining securities lending balance of 1,562 yuan, which is above the 70th percentile level over the past year [1]. Business Performance - As of June 30, New Special Electric reported a total of 20,800 shareholders, a decrease of 1.05% from the previous period, while the average circulating shares per person increased by 40.29% to 10,487 shares [2]. - For the first half of 2025, New Special Electric achieved an operating income of 193 million yuan, representing a year-on-year growth of 16.10%, and a net profit attributable to shareholders of 5.33 million yuan, showing a significant year-on-year increase of 49,775.01% [2]. Dividend and Shareholding Information - Since its A-share listing, New Special Electric has distributed a total of 101 million yuan in dividends, with 51.13 million yuan distributed over the past three years [3]. - As of June 30, 2025, among the top ten circulating shareholders, the "Fuguo Optimized Enhanced Bond C" fund held 2.03 million shares, a decrease of 772,600 shares from the previous period, while "Fuguo Jiuli Steady Allocation Mixed A" fund has exited the top ten circulating shareholders list [3].