证券代码:603267 证券简称：鸿远电子 公告编号：临2026-004 北京元六鸿远电子科技股份有限公司 2025年度业绩预增公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 本期业绩预告适用于实现盈利，且净利润与上年同期相比上升50%以上的情形。 ● 北京元六鸿远电子科技股份有限公司（以下简称"公司"）预计2025年度实现归属于母公司所有者的净 利润21,800.00万元到26,100.00万元，与上年同期相比，将增加6,425.70万元到10,725.70万元，同比增加 41.80%到69.76%。 ● 公司预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润16,700.00万元到23,100.00万 元，与上年同期相比，将增加6,466.72万元到12,866.72万元，同比增加63.19%到125.73%。 ● 公司持有成都宏明电子股份有限公司（以下简称"宏明电子"）133.20万股股份，宏明电子尚未完成首 次公开发行。经公司预估，该部分股份期内公允价值变动收益约1,000.00 ...

格隆汇1月28日丨鸿远电子(603267.SH)公布，公司预计2025年度实现归属于母公司所有者的净利润 21,800.00万元到26,100.00万元，同比增加41.80%到69.76%。公司预计2025年度实现归属于母公司所有 者的扣除非经常性损益的净利润16,700.00万元到23,100.00万元，同比增加63.19%到125.73%。 公司高可靠瓷介电容器产量提升带动生产规模效应显现，叠加柔性生产线改造优化交付效率，产品单位 固定成本得以摊薄。虽面临下游客户价格压力，公司凭借规模效应、运营效率改善及成本管控举措，推 动核心产品毛利水平企稳回升。公司在滤波器、微控制器及配套集成电路、陶瓷管壳等产品布局上成效 显著，相关业务销售订单与销售收入均实现快速增长，推动公司整体经营业绩稳步向好。 2025年是我国"十四五"规划收官之年，公司高可靠领域客户业务推进节奏显著提速，有效拉动高可靠电 子元器件行业景气度明显回暖。在此背景下，公司核心产品高可靠瓷介电容器市场需求呈现强劲复苏态 势，直接驱动公司销售订单与销售收入实现快速增长。 ...

南财智讯1月28日电，鸿远电子公告，预计2025年全年归属于上市公司股东的净利润为21800.00万元— 26100.00万元，同比预增41.80%—69.76%；预计2025年全年归属于上市公司股东的扣除非经常性损益的 净利润为16700.00万元—23100.00万元，同比预增63.19%—125.73%；主要变动原因为：（一）2025年 是我国"十四五"规划收官之年，公司高可靠领域客户业务推进节奏显著提速，有效拉动高可靠电子元器 件行业景气度明显回暖。在此背景下，公司核心产品高可靠瓷介电容器市场需求呈现强劲复苏态势，直 接驱动公司销售订单与销售收入实现快速增长。（二）公司高可靠瓷介电容器产量提升带动生产规模效 应显现，叠加柔性生产线改造优化交付效率，产品单位固定成本得以摊薄。虽面临下游客户价格压力， 公司凭借规模效应、运营效率改善及成本管控举措，推动核心产品毛利水平企稳回升。（三）公司在滤 波器、微控制器及配套集成电路、陶瓷管壳等产品布局上成效显著，相关业务销售订单与销售收入均实 现快速增长，推动公司整体经营业绩稳步向好。（四）公司自产业务收入占比提升，带动综合毛利率水 平有较大改善，产品结构的优化进一 ...

鸿远电子公告称，鸿远电子预计2025年度归属于上市公司股东的净利润为2.18亿元-2.61亿元，同比增加 41.80%-69.76%。主要因"十四五"收官之年高可靠领域客户业务提速，高可靠瓷介电容器市场需求强劲 复苏；产能提升与柔性产线优化摊薄单位固定成本；滤波器、微控制器等新产品放量及自产业务占比提 升带动毛利率改善。 ...

Core Insights - The company reported a revenue of 1.018 billion RMB for the first half of 2025, representing a year-on-year increase of 22.27% [1][2] - The net profit attributable to shareholders reached 184 million RMB, marking a year-on-year growth of 52.96% [1][2] - The basic earnings per share increased to 0.80 RMB, reflecting a growth of 53.85% compared to the previous year [1][2] Financial Performance - The company achieved a net profit of 178 million RMB after deducting non-recurring gains and losses, which is a 52.06% increase year-on-year [1][2] - The net cash flow from operating activities increased by 28.33% compared to the same period last year, due to effective management of inventory and supplier payment cycles [2] - A cash dividend of 0.10 RMB per share (including tax) is proposed for all shareholders [1] Industry Context - The company benefited from the "14th Five-Year Plan" as the demand for high-reliability electronic components showed a strong recovery [2] - Despite facing pricing pressures from downstream customers, the sales revenue of high-reliability ceramic capacitors grew rapidly, contributing to the overall revenue increase [2] - Improvements in production efficiency and cost control measures led to a significant enhancement in the company's profitability [2]

Core Viewpoint - The military industry is expected to see a turning point in 2025, with military electronics likely to recover first, as indicated by recent performance forecasts showing improved order demand and profitability [3][5]. Group 1: Company Performance - Torch Electronics (603678.SH) is experiencing a positive shift in the electronic components sector, with a forecasted net profit of 240 million, representing a growth of 51.3% [7][11]. - Hongyuan Electronics (603267.SH) anticipates a strong recovery in demand for its core product, high-reliability ceramic capacitors, with a forecasted net profit of 160 million, reflecting a growth of 40.1% [7][11]. - *ST Chengchang (001270.SZ) benefits from a rapid recovery in industry demand, with a forecasted net profit of 60 million, indicating a growth of 287% [7]. Group 2: Market Dynamics - The defense MLCC (Multi-Layer Ceramic Capacitor) market is primarily dominated by Torch Electronics and Hongyuan Electronics, with limited competition due to high qualification barriers and product reliability requirements [8][9]. - The domestic MLCC market is divided into civilian and defense sectors, with the civilian sector being larger and more competitive, while the defense sector remains stable with fewer participants [9]. Group 3: Financial Insights - High-tech infrared imaging company, Gaode Infrared (002414.SZ), is projected to see a significant increase in net profit, with a forecasted lower limit of 130 million, marking a 135-fold increase due to the recovery of delayed product deliveries and new contracts [21][33]. - Gaode Infrared has secured a new contract worth approximately 690 million, which constitutes 25.6% of its 2024 revenue, indicating strong growth potential [34].

Core Viewpoint - The company, Beijing Yuanliu Hongyuan Electronics Technology Co., Ltd., anticipates a significant increase in net profit for the first half of 2025, projecting a rise of 41.38% to 60.51% compared to the same period last year [2][3]. Group 1: Performance Forecast - The company expects to achieve a net profit attributable to shareholders of the parent company between 170 million yuan and 193 million yuan for the first half of 2025, an increase of 49.75 million yuan to 72.75 million yuan year-on-year [2][3]. - The projected net profit, excluding non-recurring gains and losses, is estimated to be between 164.3 million yuan and 187.3 million yuan, reflecting a year-on-year increase of 40.14% to 59.75% [2][3]. Group 2: Previous Year’s Performance - In the same period last year, the total profit was 138.4046 million yuan, with a net profit attributable to shareholders of the parent company at 120.2446 million yuan [5]. - The net profit after excluding non-recurring gains and losses was 117.2422 million yuan, with earnings per share recorded at 0.52 yuan [5][6]. Group 3: Reasons for Performance Increase - The year 2025 marks the conclusion of China's "14th Five-Year Plan," leading to a significant acceleration in business progress in high-reliability sectors, which has positively impacted the demand for high-reliability ceramic capacitors [7]. - Increased production of high-reliability ceramic capacitors has resulted in economies of scale, improving delivery efficiency and stabilizing gross profit margins despite pricing pressures from downstream customers [7]. - The company's efforts in the sales of filters, microcontrollers, and integrated circuits have also shown positive results, contributing to overall improved business performance [8].

Group 1: Baili Tianheng - In 2024, Baili Tianheng achieved operating revenue of 582.27 million yuan, a year-on-year increase of 936.31%, and net profit of 370.75 million yuan, turning a profit [1] - The company received an $800 million upfront payment from BMS as part of its innovative oncology drug combination [1] - Multiple clinical trials for BL-B01D1 are ongoing in China and the U.S., including several Phase III trials [1] - The company plans to increase R&D investment to 1.443 billion yuan in 2024 and continue to expand in 2025 [1] Group 2: Teabo Bio - Teabo Bio's application for the marketing authorization of Pegbivac is currently under technical review after being accepted in March 2024 [2] - The company is also advancing the registration of long-acting growth hormone and SKG0201, with applications accepted in January 2024 [2] - Teabo Bio emphasizes the strategic significance of acquiring Jiutian Bio and plans to increase R&D investment focusing on breakthrough technology platforms [2] Group 3: Hongyuan Electronics - In 2024, Hongyuan Electronics experienced an 8.57 percentage point decline in gross margin due to falling prices of high-reliability ceramic capacitors and an increase in low-margin product sales [3] - The company reported a 56.11% revenue growth in microcontrollers and integrated circuit products [3] - Major clients account for 71.09% of sales revenue, primarily from China Electronics Technology Group [3] Group 4: Lens Technology - Lens Technology is rapidly developing in automotive, smart terminal, and humanoid robot sectors, collaborating with over 30 smart car brands [4] - The company expects significant growth in its smart retail terminal business and aims to become a core manufacturing platform for embodied intelligent hardware [4] - Lens Technology has made progress in developing ultra-thin laminated glass for automotive applications, with expectations to introduce it to leading domestic new energy vehicle brands this year [4]