随着2025年三季度业绩预告逐渐进入密集披露期，A股市场将迎来新一轮"业绩验证潮"。 Wind数据显示，截至记者发稿，已有超过40家上市公司发布三季度业绩预告。从业绩预告类型来看，今年前三季度业绩预喜(预增、略增、扭亏)公司数量 占比在七成以上，显示出强劲的业绩增长势头。其中，广东明珠、英联股份等公司更是以超10倍的业绩增幅，成为市场关注的焦点。 最高业绩增幅超16倍 从目前已经发布的业绩预告来看，广东明珠、英联股份等公司前三季度业绩增幅居前。 英联股份9月29日晚发布2025年前三季度业绩预告，预计公司前三季度实现归属于上市公司股东的净利润3450万—3750万元，同比增长1531.13%— 1672.97%。 公司表示，报告期内，公司营业收入和利润均实现了增长，主要来自于快消品金属包装易开盖板块的贡献。报告期内，公司金属包装板块智能化、自动化 产线的快速响应供货能力和生产产品质量的稳定性等核心优势进一步显现，国内外市场占有率提升，公司营业收入实现稳步增长。同时，公司通过产品结 构调整等精益化管理方式提升了经营管理效率，实现降本增效，公司综合毛利率增长。此外，报告期内，公司确认增值税加计抵减损益对本期利润产 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 随着2025年三季度业绩预告逐渐进入密集披露期，A股市场将迎来新一轮"业绩验证潮"。 Wind数据显示，截至记者发稿，已有超过40家上市公司发布三季度业绩预告。从业绩预告类型来看， 今年前三季度业绩预喜（预增、略增、扭亏）公司数量占比在七成以上，显示出强劲的业绩增长势头。 其中，广东明珠、英联股份等公司更是以超10倍的业绩增幅，成为市场关注的焦点。 最高业绩增幅超16倍 从目前已经发布的业绩预告来看，广东明珠、英联股份等公司前三季度业绩增幅居前。 业内人士指出，2025年全球半导体延续乐观增长走势，同时，政策对供应链中断与重构风险持续升级， 国产替代持续推进，三季度半导体仍为旺季期。 据半导体行业协会（SIA），2025年8月全球半导体销售额达到649亿美元，这一数字不仅较2024年同期 的533亿美元实现21.7%的同比增幅，较7月的621亿美元也环比提升4.4%，延续了行业持续回暖的态 英联股份9月29日晚发布2025年前三季度业绩预告，预计公司前三季度实现归属于上市公司股东的净利 润3450万—3750万元，同比增长1531.13 ...

随着2025年三季度业绩预告逐渐进入密集披露期，A股市场将迎来新一轮"业绩验证潮"。 在全球景气度持续提升的背景下，部分A股半导体企业的前三季度业绩亮眼。 Wind数据显示，截至记者发稿，已有超过40家上市公司发布三季度业绩预告。从业绩预告类型来看， 今年前三季度业绩预喜（预增、略增、扭亏）公司数量占比在七成以上，显示出强劲的业绩增长势头。 其中，广东明珠、英联股份等公司更是以超10倍的业绩增幅，成为市场关注的焦点。 最高业绩增幅超16倍 从目前已经发布的业绩预告来看，广东明珠、英联股份等公司前三季度业绩增幅居前。 英联股份9月29日晚发布2025年前三季度业绩预告，预计公司前三季度实现归属于上市公司股东的净利 润3450万—3750万元，同比增长1531.13%—1672.97%。 公司表示，报告期内，公司营业收入和利润均实现了增长，主要来自于快消品金属包装易开盖板块的贡 献。报告期内，公司金属包装板块智能化、自动化产线的快速响应供货能力和生产产品质量的稳定性等 核心优势进一步显现，国内外市场占有率提升，公司营业收入实现稳步增长。同时，公司通过产品结构 调整等精益化管理方式提升了经营管理效率，实现降本增效， ...

随着 2025年三季度业绩预告 逐渐进入 密集披露期 ， A股市场 将 迎来 新 一轮 "业绩验证潮"。 最高业绩增幅超16倍 从目前已经发布的业绩预告来看，广东明珠、英联股份等公司前三季度业绩增幅居前。 英联股份9月29日晚发布2025年前三季度业绩预告，预计公司前三季度实现归属于上市公司股东的净利润3450万—3750万元，同比增长1531.13%— 1672.97%。 公司表示，报告期内，公司营业收入和利润均实现了增长，主要来自于快消品金属包装易开盖板块的贡献。报告期内，公司金属包装板块智能化、自动化产 线的快速响应供货能力和生产产品质量的稳定性等核心优势进一步显现，国内外市场占有率提升，公司营业收入实现稳步增长。同时，公司通过产品结构调 整等精益化管理方式提升了经营管理效率，实现降本增效，公司综合毛利率增长。此外，报告期内，公司确认增值税加计抵减损益对本期利润产生了正面影 响。 广东明珠预计前三季度业绩最大变动幅度也在10倍以上。公司预计，2025年前三季度归属于母公司所有者的净利润为2.15亿—2.63亿元，同比增长858.45% —1071.44%。 公司表示，业绩大幅增长主要是因为全资子公司明珠 ...

Core Viewpoint - As of September 25, 2025, 32 listed companies in the A-share market have released their performance forecasts for the third quarter, with a significant number indicating substantial profit growth, while some companies are expected to report losses [1][2]. Group 1: Performance Forecasts - 32 companies have issued performance forecasts, with 18 expecting profits, 9 anticipating losses, and 5 indicating uncertain performance [1]. - Among the companies forecasting profit growth, three are expected to see over 100% year-on-year increases: Wanhua Chemical, Changchuan Technology, and Brothers Technology [1][2]. Group 2: Specific Company Forecasts - Wanhua Chemical anticipates a net profit of 340 million to 420 million yuan, representing a year-on-year increase of 69.81% to 109.77%, driven by increased export volumes and reduced raw material prices [1]. - Changchuan Technology expects a net profit of 827 million to 877 million yuan, reflecting a year-on-year growth of 131.39% to 145.38%, attributed to strong market demand in the semiconductor industry [2]. - Brothers Technology forecasts a net profit of 100 million to 115 million yuan, with a year-on-year increase of 207.32% to 253.42%, due to rising prices of certain vitamin products and improved production efficiency [2]. Group 3: Stock Performance - The stock prices of Wanhua Chemical, Changchuan Technology, and Brothers Technology have seen significant increases in September, with respective gains of 13.2%, 58.31%, and 15.78%, outperforming the CSI 300 index [2]. Group 4: Companies with Declining Performance - Dongfang Carbon, a company listed on the Beijing Stock Exchange, expects a net loss of 58 million to 60 million yuan, marking a year-on-year decline of 62.69% to 68.3%, attributed to reduced market demand and falling sales prices [2].

扬子晚报网9月17日讯(记者范晓林)今天是周三，昨天华建集团（600629）4连板，首开股份（600376） 10天9板，上海建工（600170）、香江控股（600162）、山子高科（000981）、荣盛发展（002146）3连 板，线上线下（300959）20cm2连板，淳中科技（603516）6天5板。创业板指一度跌幅超过1%，午后 回升翻红，中小盘股表现较强。沪深两市成交额2.34万亿，较上一个交易日放量640亿。盘面上，市场 情绪明显回暖，全市场超3600只个股上涨。板块方面，机器人、互联网电商、物流等板块涨幅居前。 A.利好精选 兄弟科技：2025年前三季度净利同比预增207%-253% 兄弟科技（002562）(002562.SZ)公告称，公司发布2025年前三季度业绩预告，预计归属于上市公司股 东的净利润为1亿元-1.15亿元，同比增长207.32%-253.42%。业绩增长主要由于部分维生素产品价格上 涨，苯二酚项目产能利用率提升、销量增加，以及部分产品成本下降，整体毛利率同比上升。 首开股份(600376.SH)公告称，自2025年9月3日至9月12日期间，公司股票收盘价格涨幅偏离值累计达到 ...

机构认为，指数震荡，关注结构性风险。 【财经日历】 加拿大央行公布利率决议； 第22届中国—东盟博览会9月17日至9月21日在广西南宁举办； 第十二届北京香山论坛9月17日至9月19日在北京举办； 2025北京国际医疗器械展览会9月17日至9月19日举办； 第二十五届武汉国际汽车展览会9月17日至9月22日举办； 首届"AIDC产业发展大会"在上海举办。 | (对) 盘前必读 | // 外盘怎么样 // | | | --- | --- | --- | | 名称 现价 | | 涨跌幅 | | 道琼斯工业指数 45757.90 -125.55 -0.27% | | | | 纳斯达克指数 22333.96c -14.79 -0.07% | | | | 标普500 6606.76 -8.52 -8.52 -0.13% | | | 周二公布的数据显示，美国8月零售销售环比增长0.6%，高于市场预期；核心零售销售环比增长0.7%，亦强于前值的0.5%。 大宗商品方面，国际油价收高。WTI原油期货上涨1.93%，报每桶64.52美元；布伦特原油期货上涨1.53%，报每桶68.47美元。COMEX黄金期货小涨0.16%， 收 ...

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen stock markets announced significant developments, including financing arrangements, asset sales, and strategic partnerships, which may present investment opportunities and risks for investors [4][5][6][8][9][10]. Financing and Borrowing - Vanke A announced that its largest shareholder, Shenzhen Metro Group, will provide a loan of up to 2.064 billion yuan to repay bond principal and interest, with a loan term of no more than three years and a floating interest rate based on the LPR minus 66 basis points [4]. - Jianfeng Group obtained a loan commitment of up to 36 million yuan from China Merchants Bank for stock repurchase, with a loan term of no more than 36 months at an interest rate of 1.8% [11]. Asset Sales and Acquisitions - Angli Education plans to sell 100% of Kensington Park School Limited for 80,000 pounds (approximately 760,100 yuan) to alleviate financial pressure [5]. - Guang'an Aizhong intends to acquire 90% of Qitai Hengtai at a price of 0 yuan, with plans for further investment in renewable energy projects [12][13]. - Suzhou Planning aims to acquire 80% of Kunshan Development Zone Architectural Design Institute for 831,720 yuan [18]. Regulatory and Compliance Issues - Haohai Biotechnology's controlling shareholder received an administrative penalty notice from the CSRC for suspected insider trading, although it is stated that this will not significantly impact the company's operations [7]. - Yunding Technology received a warning letter from the Shandong Securities Regulatory Bureau for inaccurate financial disclosures in its 2015 annual report [8]. Performance and Forecasts - Brothers Technology expects a net profit of 100 million to 115 million yuan for the first three quarters of 2025, representing a year-on-year increase of 207.32% to 253.42%, driven by rising prices of certain vitamin products and improved production efficiency [21]. Strategic Partnerships and Contracts - Jiuzhou Yiqu signed a strategic cooperation agreement with China Electric Power Construction Group Chengdu Survey and Design Institute to enhance collaboration in the rail transit sector [22]. - Luxiao Technology's subsidiary signed a strategic cooperation agreement to develop AI service robots for the US and European markets, aiming to sell at least 1 million units by 2026-2028 [23]. - China Shipbuilding Technology signed a green methanol sales contract worth approximately 40 million USD per year, with potential increases based on customer demand [24]. Stock Transactions and Shareholder Actions - Several companies, including Maidi Technology and Xin Hua Co., announced plans for shareholders to reduce their stakes, with reductions ranging from 1.7% to 3% of total shares [29][30][31][34][35].

Group 1 - Northern Huachuang announced that the National Integrated Circuit Fund's shareholding ratio has decreased to below 5% after reducing 2.5919 million shares, accounting for 0.357947% of the total share capital [1] - Brother Technology expects a net profit of 100 million to 115 million yuan for the first three quarters of 2025, representing a year-on-year increase of 207.32% to 253.42% due to rising prices of certain vitamin products and improved capacity utilization [1] Group 2 - Haon Automotive received a fixed-point letter for ADAS camera perception systems and AK2 radar systems from a global automotive brand, with an estimated total revenue of approximately 2.477 billion yuan over the product lifecycle, expected to start mass production in April 2026 [2] - Luxshare Technology's subsidiary plans to launch a household embodied AI service robot, aiming to sell at least 1 million units in the US and European markets from 2026 to 2028 [2] Group 3 - Hengwei Technology is planning to acquire 75% of Shanghai Shuhang Information Technology Co., Ltd., with its stock suspended from trading [3] - Hangke Technology's inquiry transfer price is set at 28.61 yuan per share, which is a 20% discount compared to the closing price of 35.66 yuan [4] Group 4 - A major shareholder of Huaihai Biological received an administrative penalty notice from the China Securities Regulatory Commission for insider trading, which does not affect the company's daily operations [5][6] - Fuchuang Precision announced that its shareholder plans to reduce its stake by no more than 3% of the company's total shares [7] Group 5 - Luxshare Precision's vice chairman completed a share buyback plan, acquiring 441.45 million yuan worth of shares, increasing his shareholding from 37.78% to 37.81% [8] - Digital Vision plans to sell up to 5% of its shares in Bohui Technology to improve asset operation efficiency [9]

Core Viewpoint - Brother Technology (SZ 002562) expects a significant increase in net profit for the first three quarters of 2025, projecting a range of 100 million to 115 million yuan, representing a year-on-year growth of 207.32% to 253.42% [1] Financial Performance - The basic earnings per share are estimated to be between 0.094 yuan and 0.1081 yuan, reflecting a growth of 207.19% to 253.27% compared to the same period last year [1] - The primary reasons for the performance increase include rising prices of certain vitamin products, improved overall capacity utilization of the phenol project, increased product sales, and a decrease in costs for some products, leading to an overall increase in gross margin compared to the previous year [1] Revenue Composition - For the first half of 2025, the revenue composition of Brother Technology is as follows: fine chemicals account for 97.09%, while other segments contribute 2.91% [1] Market Capitalization - As of the report date, Brother Technology has a market capitalization of 7 billion yuan [1]