Group 1: Company Performance - The company 康盛股份 reported a net profit increase of 240.21% year-on-year for the first three quarters, driven by its immersion liquid cooling products used in data center cooling [6] - 吉比特, a well-known game developer, achieved a net profit growth of 84.66% year-on-year in the first three quarters and plans to distribute a dividend of 60 yuan per 10 shares [5] - 科力远 completed small-scale trials for its solid-state battery dry electrode and is advancing to pilot testing, with a net profit increase of 539.97% year-on-year for the first three quarters [4] Group 2: Industry Trends - The "十四五" plan emphasizes accelerating the construction of a financial powerhouse, indicating a focus on financial and advanced manufacturing sectors [2] - The company 海兴电力, a major exporter of smart electric meter products, reported a net profit decline of 7.48% year-on-year in its third-quarter report, although the decline was less severe than in the mid-year report [3] - The company 通润装备 is developing a 110kW photovoltaic grid-connected inverter, primarily for commercial rooftop solar projects, and has announced the acquisition of 正泰电源, which specializes in photovoltaic inverters and energy storage systems [3]

上 市 公 司 基础化工 2025 年 10 月 09 日 永和股份 (605020) ——制冷剂价格上行叠加邵武永和持续盈利，25Q3 业绩 同环比提升，液冷再添成长曲线 报告原因：有业绩公布需要点评 增持（维持） | 投资要点： | | --- | 财务数据及盈利预测 | | 2024 | 2025H1 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 4,606 | 2,445 | 5,875 | 6,586 | 7,061 | | 同比增长率（%） | 5.4 | 12.4 | 27.6 | 12.1 | 7.2 | | 归母净利润（百万元） | 251 | 271 | 646 | 923 | 1,215 | | 同比增长率（%） | 36.8 | 140.8 | 156.9 | 42.9 | 31.7 | | 每股收益（元/股） | 0.67 | 0.67 | 1.27 | 1.81 | 2.39 | | 毛利率（%） | 17.7 | 25.3 | 24.6 | 27.7 | 30.9 | ...