-- 根据周三提交给香港交易所的文件，长江光纤光缆（港交所代码：601869，港交所代码：6869）2026年第一季度归属于母公司股东的净利润同比增长226%，从上年同期的1.517亿元人民币增至4.951亿元人民币。 这家中国光缆制造商在香港上市的股票周四下午交易中下跌超过12%，在中国内地上市的股票下跌4%。 每股收益从上年同期的0.20元人民币增至0.60元人民币。 营业利润同比增长28%，从上年同期的28.9亿元人民币增至37亿元人民币。
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Seres' Q1 Profit Rises 1%, Revenue Jumps 34%
Seres' (SHA:601127) net profit attributable to shareholders in the first quarter rose 1% to 754.5 million yuan from 747.8 million yuan a year earlier, according to a Shanghai bourse filing on Thursday.Earnings per share dropped 14% year on year to 0.43 yuan from 0.50 yuan.Operating revenue jumped 34% to 25.7 billion yuan from 19.1 billion yuan in the previous year.The automobile maker's shares fell 2% at the close.
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Research Alert: Posco Holdings Q1: Profit Surges As Battery Materials Losses Narrow Sharply
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:POSCO Holdings delivered strong Q1 2026 results with net profit surging KRW693B to KRW467B, revenue rising 6.1% Q/Q to KRW17,876B, and operating profit jumping to KRW707B from KRW13B. The turnaround was broad-based as Battery Materials losses narrowed to -KRW7B from -KRW157B and Infrastructure Business returned to KRW405B profit from a -KRW10B loss, though Steel operating profit declined 35.8% Q/Q on margin pressure. Key progress includes POSCO Argentina reaching 70% commercial utilization and securing 25kt supply agreements with SK On through 2028. The company announced a landmark JSW joint venture for a 6 Mtpa steel mill in India, its largest overseas investment with 2031 completion target. We believe POSCO's new shareholder return policy targeting 35%-40% of adjusted net profit through flexible dividends and buybacks, combined with low-carbon initiatives including a 2.5 Mtpa electrical furnace commissioning in June 2026, positions the company well for growth.
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Research Alert: CFRA Maintains Strong Buy Rating On Shares Of Pentair Plc
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price to $115 from $130 following PNR's Q1 earnings print, valuing shares at 19.5x our 2027 EPS outlook of $5.91 (revised down by $0.01; 2026 EPS view in line with previous forecast), slightly above the company's historical multiple average. We see the premium being justified given PNR's portfolio diversification efforts within the water technology space that we see reducing earnings volatility. While Q1 performance was in line with our own expectations, organic sales expansion was a point of concern as management warned of impending channel inventory corrections within the Pools business. Given that this segment is a leader in profitability, any declines in sales/mix could weigh on overall margin results. Despite Pool headwinds, we see PNR's margin trajectory remaining in an uptrend as Flow and Water Solutions build on margin gains through targeted productivity programs and pricing. We see Q1 headwinds being baked into shares and reiterate our Strong Buy view.
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