Selected A-share announcement | China Northern Rare Earth (600111.SH) net profit in 2025 was 2.3 billion yuan, a year-on-year increase of 124%.

Focus today 1. Yihai Kerry Arawana Holdings: Net profit for 2025 was 3.153 billion yuan, a year-on-year increase of 26.01% Yihai Kerry Arawana Holdings announced that in 2025, it achieved operating income of 245.126 billion yuan, a year-on-year increase of 2.87%; net profit attributable to the parent company was 3.153 billion yuan, a year-on-year increase of 26.01%; basic earnings per share were 0.58 yuan. The company plans to distribute a cash dividend of 2.3 yuan (including tax) per 10 shares. During the reporting period, sales of kitchen food, feed materials, and oil and fat technology products increased compared to the previous year. 2. China Northern Rare Earth: Net profit for 2025 was 2.3 billion yuan, a year-on-year increase of 124% China Northern Rare Earth announced that in 2025, it achieved operating income of 42.563 billion yuan, a year-on-year increase of 29.11%; net profit attributable to the listed company's shareholders was 2.251 billion yuan, a year-on-year increase of 124.17%. The company plans to distribute a cash dividend of 0.13 yuan (including tax) per share to all shareholders, without issuing bonus shares or increasing capital reserves through capitalization. 3. Foxconn Industrial Internet: Smooth shipment of GB200 and GB300, CPO all-optical exchange switch sample production begins Foxconn Industrial Internet announced that driven by AI-related businesses, the company's operating conditions in the first quarter of 2026 are expected to improve year-on-year. In particular, the AI server and switch business is expected to further enhance the overall performance of the company. Specifically, in the AI server business, the shipments of GB200 and GB300 are smooth, laying a solid foundation for growth in the first quarter. At the same time, the next generation of products has been fully prepared for production, and the mass delivery capability from 0 to 1, 1 to infinite continues to strengthen. Secondly, in the switch business sector, the current CPO all-optical exchange switch prototype has begun production. Switches of 800G and above are also continuing to ramp up volume. Third, the overall communication and mobile network equipment business is improving, and the development of new products in collaboration with major customers is progressing smoothly. Looking at the whole year, the demand for AI infrastructure will remain highly prosperous, and the company's core products will continue to benefit from industry dividends. The overall revenue structure of the company will continue to optimize, with ample growth momentum. 4. Sanan Optoelectronics: The acquisition of 100% equity of Lumileds was terminated due to security risks Sanan Optoelectronics announced that the company had planned to acquire 100% equity of Lumileds Holding B.V. jointly with overseas investors for $239 million. Due to the U.S. Committee on Foreign Investment (CFIUS) determining that the transaction raised insurmountable risks to U.S. national security, requiring withdrawal of the declaration and abandonment of the transaction, and since the delivery conditions could not be met, all parties voluntarily abandoned the transaction. The company had not paid the equity transfer price, and the target equity had not been delivered. The termination of the transaction does not constitute a breach, will not have a substantive adverse impact on the company's financial condition and continuing operations, and will not affect normal production and operation. (Continued in the next message)