公告中解释本次业绩变动的原因为： 证券之星消息，兆丰股份发布业绩预告，预计2025年全年扣非后净利润盈利9000万元至1.1亿元。 兆丰股份2025年三季报显示，前三季度公司主营收入5.11亿元，同比上升5.17%；归母净利润3.03亿 元，同比上升230.34%；扣非净利润7592.55万元，同比下降9.23%；其中2025年第三季度，公司单季度 主营收入1.66亿元，同比上升3.73%；单季度归母净利润2.32亿元，同比上升814.55%；单季度扣非净利 润2438.23万元，同比上升0.11%；负债率12.78%，投资收益912.8万元，财务费用-756.98万元，毛利率 27.96%。 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。 1、报告期内归属于上市公司股东的净利润较上年同期大幅增长,主要系公司已投资的基金公允价值上升 导致本报告期确认的公允价值变动损益增长所致。2、报告期内,公司积极推动主营业务发展,国内主机配 套市场业务规模持续提升,报告期内营业收入预计实现稳步增长;因客户结构变动影响,综合毛利率略有下 降。同时, ...

锦富技术公告，预计2025年度归属于上市公司股东的净利润亏损2.8亿元-3.6亿元，上年同期亏损2.67亿 元。本年度公司通过开拓市场，公司消费电子元器件产品、锂电池部件产品、汽车零部件产品的营业收 入较上年均有所增长；但受行业市场竞争加剧使得上述产品毛利率下降、以及上年末处置与公司战略发 展规划不契合的电力设备维护及安装工程业务等因素的影响，导致本年度公司营业收入虽有所增长，但 产品综合销售毛利率较上年有所下降。 ...

（1）国内外客户布局深化，双市场协同发力。公司聚焦大客户战略，组建以研发、销售、交付为主体 的"铁三角团队"，深入客户现场，协同作战，及时有效地对接客户需求，快速响应项目进度，确保产品 顺利交付，与国内外多家主流主机厂建立深度合作关系。受益于公司定点车型销量增长，公司报告期营 业收入同比大幅增长；同时，国际市场开拓成效显著，通过加大海外市场开拓力度，提升产品认可度与 市场份额，报告期内毛利率较高的外销收入实现大幅增长，综合毛利率同比上升，双市场协同发展格局 加速成型。（2）产能稳步释放，助力业务扎实增长。2025 年公司启动第三期产能，产线采用符合汽车 生产质量要求稳定性和一致性的建设标准，集成智能制造先进技术，根据市场订单情况采用滚动投入方 式，与市场需求精准匹配，为业务增长提供坚实保障。（3）内部管理提质增效，盈利能力稳步提升。 公司深化精益管理，优化费用支出结构，提升整体运营效率，在业务规模扩大的同时，有效增强了盈利 能力与经营利润稳健性，展现出较强的抗风险能力，助力公司高质量发展。综上所述，客户需求的增 加、海外业务的快速增长以及产能稳步释放、内部管理优化，共同推动 2025 年业绩实现大幅增长。 格 ...

明新旭腾公告，预计2025年年度实现归属于母公司所有者的净利润为亏损1.3亿元到9000万元，归属于 母公司所有者的扣除非经常性损益后的净利润为亏损1.55亿元到1.15亿元。受汽车行业价格竞争持续加 剧的影响，叠加超额年降压力和产品结构变化等因素，公司主营业务毛利率持续下滑，产品盈利空间收 窄。此外，公司前期在建工程转固导致折旧摊销增加，进一步压缩了盈利空间。 ...

1月19日，徕木股份发布2025年年度业绩预告，预计2025年度实现归属于母公司所有者的净利润为-15,000万元至-10,000万元，与上年同期数据相比出现亏 损；预计归属于母公司所有者的扣除非经常性损益后的净利润同样为-15,000万元至-10,000万元。 回溯2024年度经营业绩，公司利润总额为7,798.01万元，归属于母公司所有者的净利润为7,349.56万元，归属于母公司所有者的扣除非经常性损益的净利润为 7,277.47万元，每股收益0.17元。 对于2025年业绩预亏的主要原因，公司从两方面进行说明： 一方面，在全球汽车行业向电动化与智能化深度转型的背景下，整车厂商定价策略普遍收紧，导致公司部分产品价格下调；同时，以铜材为代表的关键金属 原材料价格在报告期内达到历史新高，进一步推高生产成本，2025年度公司经营性业绩亏损预计为-5,000万元至-3,000万元。 另一方面，受市场环境迅速变化和产品更新迭代影响，公司部分存货、固定资产等出现减值迹象，针对上述资产计提的减值准备对本期利润影响预计 为-10,000万元至-7,000万元。 ...

Core Viewpoint - The company, Lai Mu Co., Ltd. (603633), expects to report a net loss attributable to shareholders of the parent company ranging from 100 million to 150 million yuan for the fiscal year 2025, compared to a net profit of 73.4956 million yuan in the same period last year [1] Group 1 - The tightening pricing strategy among vehicle manufacturers has led to a reduction in the prices of certain products [1] - The prices of key raw materials, particularly copper, have reached historical highs during the reporting period, further increasing production costs [1]

Core Viewpoint - Asia-Pacific Co., Ltd. forecasts a significant increase in its 2025 annual performance, with net profit and net profit excluding non-recurring gains both expected to double compared to the previous year [2] Financial Performance - The estimated net profit attributable to shareholders for 2025 is projected to be between 468.45 million yuan and 574.91 million yuan, representing a growth of 120% to 170% compared to the previous year's 212.93 million yuan [2] - The estimated net profit after excluding non-recurring gains is expected to be between 421.95 million yuan and 528.41 million yuan, an increase of 118% to 173% from the previous year's 193.55 million yuan [2] - Basic earnings per share for the period are anticipated to be between 0.634 yuan and 0.778 yuan, compared to 0.29 yuan per share in the same period last year [2] Growth Drivers - The substantial growth in performance is attributed to the ongoing positive trend in the automotive industry in 2025, particularly the rapid growth of the new energy vehicle sector [2] - The company emphasizes its commitment to technological innovation and active market expansion, which have led to significant revenue growth [2] - Continuous improvement in lean management practices has enabled the company to reduce costs and enhance operational efficiency, thereby supporting steady performance growth [2] Non-Recurring Gains - The company disclosed that the amount of non-recurring gains for the period is approximately 46.5 million yuan, primarily derived from government subsidies and investment income [2]

Core Insights - The export value of automotive parts in China reached 7.88 billion USD in November 2025, showing a month-on-month increase of 14.3% and a year-on-year increase of 1.5% [1] - From January to November 2025, the cumulative export value of automotive parts amounted to 86.59 billion USD, reflecting a year-on-year growth of 2.7% [1] - In November 2025, the import value of automotive parts was 1.89 billion USD, with a month-on-month increase of 12.6% but a year-on-year decrease of 20.2% [1] - The cumulative import value of automotive parts from January to November 2025 was 19.49 billion USD, which represents a year-on-year decline of 22.2% [1]

Group 1 - The core viewpoint of the article highlights the trends in the import of automotive parts, indicating a significant decline in year-on-year figures despite a month-on-month increase in November 2025 [1][2]. Group 2 - In November 2025, the import value of automotive parts reached 1.89 billion USD, reflecting a month-on-month growth of 12.6% but a year-on-year decline of 20.2% [1]. - From January to November 2025, the total import value of automotive parts amounted to 19.49 billion USD, showing a year-on-year decrease of 22.2% [2].

Core Insights - The import value of automotive parts in October 2025 reached 1.68 billion USD, showing a month-on-month decrease of 7.4% and a year-on-year decrease of 19% [1] - From January to October 2025, the total import value of automotive parts amounted to 17.62 billion USD, reflecting a year-on-year decline of 22.3% [1] Summary by Category - **Monthly Performance** - In October 2025, the import value of automotive parts was 1.68 billion USD, which is a 7.4% decrease compared to the previous month [1] - Year-on-year, the import value decreased by 19% [1] - **Year-to-Date Performance** - For the period from January to October 2025, the total import value of automotive parts was 17.62 billion USD [1] - This figure represents a year-on-year decline of 22.3% [1]