（文章来源：每日经济新闻） 每经AI快讯，1月30日，云南锗业(002428.SZ)公告称，预计2025年净利润为1500万元—2200万元，同比 下降58.57%—71.75%。报告期内，受原材料市场平均价格上涨的影响，使得材料级锗产品、光纤级锗 产品、光伏级锗产品、红外级锗产品（毛坯及镀膜镜片）和化合物半导体材料的销售均价及单位成本均 较上年同期上升，但单位成本的增长大于销售价格的增长。上述产品的销量、价格以及成本的变动使得 公司本期营业收入增加但综合毛利率下降。 ...

来源：钛媒体 本周机构调研热度环比下降，被调研公司数量整体减少，但头部个股受关注度升高。调研数据不仅反映了资金关注方向，也折射出当前行业景气度 的变化趋势。谁是本周最受机构青睐的公司？ 翔宇医疗（688626） 【公司简介】 1月13日，翔宇医疗接待了多家机构调研，包括长江证券、海富通基金、山证资管、同泰基金、中邮证券、泉汐投资、国信证券、中国人保资产等 208家机构。翔宇医疗专注于康复医疗器械的研发、生产与销售，主营业务涵盖康复评定设备、康复训练设备、康复理疗设备等系列产品，广泛服务 于各级医疗机构、养老机构、康复中心等下游场景。公司深耕康复医疗领域多年，在产品技术研发与临床应用适配方面积累了深厚经验。随着人口 老龄化进程加快、居民健康意识提升以及国家对康复医疗产业支持政策的落地，公司在康复器械智能化、家用化等方向的布局正成为中长期成长的 核心驱动力。本次调研显示机构对其产品创新能力与市场拓展潜力保持高度关注。 【济安金信上市公司竞争力评级】 与全国 5168 家 A 股上市公司对比，翔宇医疗在八项能力维度中的表现如下： ● 机会（Opportunities）：相较于行业龙头三一重工及行业基准，翔宇医疗在多 ...

Core Viewpoint - Yunnan Lincang Xinyuan Germanium Industry Co., Ltd. reported a significant increase in revenue for the first half of 2025, driven by rising product prices and increased sales volume in various segments, particularly in photovoltaic and fiber optic grade germanium products [1][9]. Company Overview and Financial Indicators - The company operates in the germanium industry, focusing on mining, refining, and deep processing of germanium products, with a complete industrial chain [6][8]. - The stock code is 002428, and it is listed on the Shenzhen Stock Exchange [1]. - Total assets increased by 9.81% from the previous year, reaching approximately 3.49 billion yuan [2]. Financial Performance - Revenue for the first half of 2025 was approximately 529.5 million yuan, a 52.10% increase compared to 348.1 million yuan in the same period last year [2][9]. - The net profit attributable to shareholders was approximately 7.69 million yuan, a 144.62% increase from a loss of 17.23 million yuan in the previous year [2]. - Basic earnings per share rose to 0.034 yuan, compared to a loss of 0.014 yuan per share in the previous year [2]. Business Operations - The company produced 46.27 tons of material-grade germanium products and 49.66 million photovoltaic-grade germanium wafers during the reporting period [3][4]. - The production of infrared-grade germanium products increased due to enhanced market efforts, while material-grade germanium sales decreased as production prioritized other grades [4][5]. - The company has a strong focus on research and development, with R&D expenditures increasing by 86.41% to approximately 47.99 million yuan [9]. Market Position and Competitive Advantage - Yunnan Lincang Xinyuan is recognized as the largest producer and supplier of germanium products in China, with a complete industrial chain that enhances cost efficiency and product quality [6][8]. - The company has been designated as a national manufacturing single champion enterprise, indicating its leadership in the industry [6]. - The diverse applications of its products in strategic emerging industries, such as semiconductors and renewable energy, position the company favorably for future growth [7][8].

Core Viewpoint - Yunnan Ge Industry (002428.SZ) reported a significant increase in revenue and a turnaround in net profit for the first half of 2025, indicating strong operational performance and market demand [2] Financial Performance - The company achieved operating revenue of 529 million yuan, representing a year-on-year growth of 52.1% [2] - Net profit reached 22.1498 million yuan, marking a return to profitability compared to the previous period [2] Product Performance - The increase in net profit was primarily driven by rising sales volumes of products other than material-grade germanium [2] - Sales prices for most products, except for infrared-grade germanium products (lenses, optical systems), also saw an increase compared to the same period last year [2]

Core Viewpoint - Yunnan Germanium (002428) expects a significant turnaround in net profit for the period from January 1, 2025, to June 30, 2025, projecting a profit of 16 million to 23 million yuan compared to a loss of 9.2444 million yuan in the same period last year [1] Financial Performance - The company anticipates a net profit attributable to shareholders of 16 million to 23 million yuan, a notable improvement from the previous year's loss of 9.2444 million yuan [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 5.5 million and 8 million yuan, compared to a loss of 17.2321 million yuan in the same period last year [1] - Basic earnings per share are forecasted to be between 0.024 yuan and 0.035 yuan, while the previous year recorded a loss of 0.014 yuan per share [1] Sales and Revenue Drivers - The increase in sales revenue and overall gross margin is attributed to the sales volume and price changes of various germanium products, including photovoltaic-grade germanium, infrared-grade germanium, optical fiber-grade germanium, indium phosphide products, and material-grade germanium [1]