On the evening of January 16th, several high-performing stocks announced positive 2025 earnings forecasts. Among them, Everprox Technologies Co.,Ltd., whose stock price doubled in 2025, is projected to see its net profit surge by over 300% year-on-year.
The "big bull stock" Victory Giant Technology(Huizhou) Co.,Ltd. anticipates its 2025 profit to increase by more than 2.6 times compared to the previous year. Additionally, the rare earth giant China Northern Rare Earth(Group)High-Tech Co.,Ltd. also expects its net profit for 2025 to more than double.
Victory Giant Technology: Significant Increase in High-End Product Proportion On the evening of January 16th, Victory Giant Technology (300476) released its 2025 annual performance forecast. The company expects its net profit attributable to shareholders of the listed company for 2025 to be between 4.16 billion yuan and 4.56 billion yuan, representing a year-on-year increase of 260.35% to 295.00%. For the same period, its net profit after deducting non-recurring gains or losses is projected to be between 4.15 billion yuan and 4.55 billion yuan, a surge of 263.59% to 298.64%. Regarding the reasons for the performance change, Victory Giant Technology stated that in 2025, the company firmly embraced its strategy of "Embracing AI, Racing Towards the Future," accurately capturing the historic opportunities presented by the technological innovation in AI computing power and the wave of data center upgrades. It continuously consolidated its leading technological position in the global PCB manufacturing sector. With the ongoing expansion of global AI infrastructure and computing power demand, the company leveraged its industry-leading capabilities in technology, quality, delivery, and global services to become a core partner for numerous leading technology firms domestically and internationally. In key areas such as AI computing, data centers, and high-performance computing, multiple high-end products have achieved mass production, driving an upgrade in the product structure towards higher value and greater technical complexity. The proportion of high-end products has increased significantly, fueling the company's rapid earnings growth.
Everprox Technologies: Steady Growth in Data Communication-Related Product Revenue On the evening of January 16th, Everprox Technologies Co.,Ltd. (300548) issued its 2025 annual performance forecast, projecting a net profit attributable to shareholders of the listed company in the range of 320 million yuan to 370 million yuan. This represents a year-on-year increase of 344.01% to 413.39%. The net profit after deducting non-recurring items is forecasted to be between 305 million yuan and 355 million yuan, soaring 429.50% to 516.30% compared to the same period last year. The company attributed the substantial expected year-on-year earnings growth primarily to the following factors: during the reporting period, the demand for computing power driven by new-generation information technologies like cloud computing, artificial intelligence, and big data fueled the rapid development of the data communication market. This, in turn, led to steady revenue growth for the company's data communication-related products, consequently boosting net profit. Furthermore, the performance of the company's controlling subsidiary, Changxin Sheng, increased significantly year-on-year. Additionally, the company increased its stake in Changxin Sheng by acquiring an aggregate 18.16% equity interest from minority shareholders, raising its ownership percentage from 42.29% to 60.45%. This increase in shareholding proportion correspondingly boosted the net profit attributable to the listed company's shareholders.
Significant Rise in Rare Earth Prices; China Northern Rare Earth Projects Doubled 2025 Net Profit On the evening of January 16th, China Northern Rare Earth(Group)High-Tech Co.,Ltd. (600111) disclosed its earnings forecast. The company anticipates achieving a net profit attributable to shareholders of 2.176 billion yuan to 2.356 billion yuan for the full year of 2025, representing an increase of 116.67% to 134.60% compared to the previous year. The net profit after deducting non-recurring items for 2025 is projected to be between 1.96 billion yuan and 2.14 billion yuan, a rise of 117.46% to 137.43%. Since last year, rare earth prices in the domestic market have shown signs of recovery. According to data compiled by the China Rare Earth Industry Association, prices for most rare earths increased from January to December 2025. For instance, in the light rare earth category, the average price of neodymium oxide was 508,700 yuan per ton, up 27.4% year-on-year; the average price of neodymium metal was 625,800 yuan per ton, a 27% increase. Among heavy rare earths, the average price of 99.99% terbium oxide was 6.7387 million yuan per ton, rising 17.2% year-on-year, while the average price of terbium metal was 8.3591 million yuan per ton, up 16.5%.
It is worth noting that prior to this earnings forecast, on the evening of January 9th, Baotou Steel Union Co.,Ltd. and China Northern Rare Earth simultaneously announced a further increase in the price for related-party transactions of rare earth concentrate. For the first quarter of 2026, the transaction price for rare earth concentrate was adjusted to 26,834 yuan per ton (excluding tax), a 2.4% increase compared to the fourth quarter of 2025. Before the series of price hikes commenced, the transaction price for rare earth concentrate between the two parties in the third quarter of 2024 was 16,741 yuan per ton (excluding tax), indicating a cumulative increase of 60% since then.
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