近日，新赛股份（Xin Sai Co., Ltd.）发布业绩预告，预计2025年将录得净亏损约1.48亿元人民币。这一预亏主要受多重因素影响，包括行业整体需求疲软、原材料价格波动加剧，以及公司部分业务板块产能利用率不足等。作为一家以农业和纺织为主营业务的上市公司，新赛股份近年来持续面临转型升级压力。尽管公司在2024年尝试通过优化产品结构、拓展销售渠道等方式提升盈利能力，但宏观经济环境的不确定性及市场竞争加剧仍对其经营造成显著冲击。此外，公司对部分资产计提减值准备，也进一步拖累了当期利润表现。管理层表示，未来将聚焦核心主业，加快低效资产处置，并积极探索高附加值产品的研发与市场布局，以期在2026年实现扭亏为盈。投资者需密切关注其后续改革措施的落地效果及行业复苏节奏。
Recently, Xin Sai Co., Ltd. issued a profit warning, forecasting a net loss of approximately RMB 148 million for 2025. This projected loss stems from multiple factors, including weak industry-wide demand, heightened volatility in raw material prices, and underutilized capacity in certain business segments. As a publicly listed company primarily engaged in agriculture and textiles, Xin Sai has faced mounting pressure to transform and upgrade its operations in recent years. Although the company attempted in 2024 to enhance profitability through product portfolio optimization and channel expansion, macroeconomic uncertainties and intensified market competition have significantly impacted its performance. Additionally, asset impairment provisions further weighed on its earnings for the period. Management stated that going forward, the company will focus on its core businesses, accelerate the disposal of underperforming assets, and actively explore the development and market deployment of high-value-added products, aiming to return to profitability by 2026. Investors should closely monitor the implementation of these restructuring initiatives and the pace of sector-wide recovery.
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