1月30日晚间，*ST仁东（002647）发布2025年度业绩预告，预计2025年归母净利2.54亿元-3.8亿元，同 比实现扭亏为盈。报告期内，公司重整计划已执行完毕，资产负债结构得到优化，预计公司2025年期末 净资产转正为4亿元-6亿元，财务状况明显改善。 公告显示，与上年同期相比，本报告期*ST仁东业绩变动的主要原因系公司重整计划于报告期内执行完 毕，历史逾期债务得到全面化解，公司根据相关规定在报告期内确认债务重组收益，同时报告期内财务 费用大幅减少。另外，公司于报告期内根据重整计划通过公开拍卖方式处置了部分低效资产，并据此确 认了相应的资产处置损益。(王珞) ...

中证报中证网讯(记者吴科任)1月30日晚，西藏矿业（000762）发布2025年年度业绩预告，将由盈转 亏。公司预计2025年归母净利润为-4000万元至-2000万元，2024年对应为11174.38万元；预计2025年扣 非净利为-6000万元至-3000万元，2024年对应为7635.20万元；预计2025年实现扣除后营业收入3.2亿元 至3.9亿元，同比下降36.95%-48.26%。 值得一提的是，2025年年尾，西藏矿业"一把手"出现变动。根据当时公告，因工作调整，张金涛申请辞 去公司第八届董事会董事、董事长及战略委员会召集人、提名委员会委员等职务，辞职后将不在公司及 控股子公司担任任何职务。 西藏矿业表示，2025年，公司主要产品锂精矿、铬铁矿受产量和资源禀赋变化影响，销量和售价较2024 年出现下滑；同时，扎布耶二期投产后尚处在产能爬坡阶段，产能未能释放。 扎布耶二期于2025年9月投产，达产后可年产碳酸锂1.2万吨。"目前扎布耶二期产量暂不稳定，我们在 积极协调各合作方攻坚项自，力争早日实现达标达产。"西藏矿业近日回复投资者提问时表示。 ...

德生科技表示，作为民生服务数字化服务商，未来将持续携手AIIA及行业伙伴，深化"人工智能+民生 服务"探索，持续优化模型能力，强化AI场景应用落地，为人工智能产业创新生态建设持续贡献力量。 陈曲在会上发表《AI重构医疗数据新时代》主题演讲时表示，当前医院普遍面临系统林立、数据孤岛 等痛点，德生科技通过构建"1+3+N"数据底座，整合多模态数据湖与大模型技术，形成覆盖数据采集、 治理服务到智能应用的全链路解决方案，助力医院提升临床效率和管理智能化水平。 值得一提的是，德生科技凭借在AI技术研发和场景落地方面的突出表现，获评为2025年度"人工智能创 新标杆企业"。此次获奖表明，公司在推动人工智能与民生服务融合方面的实践价值获得行业认可。 中证报中证网讯（记者 万宇）1月29日，德生科技（002908）微信公众号发布消息，以"智驱前沿·场景 赋能"为主题的第二届国际人工智能产业场景创新应用院士峰会暨2026湾区AI产业创新生态大会近日举 行。在"AI赋能大健康闭门论坛"环节，德生科技副总经理陈曲与多位院士及行业专家围绕医疗健康领域 的AI创新应用展开探讨。 ...

Core Viewpoint - *ST Guohua (600636) expects a significant loss in its 2025 financial performance, primarily due to goodwill impairment and other non-operating losses [1] Financial Performance - The company forecasts its 2025 revenue to be between 332 million yuan and 357 million yuan [1] - The projected total profit loss for 2025 is estimated to be between 245 million yuan and 205 million yuan [1] - A goodwill impairment provision of 180 million yuan to 210 million yuan is a major contributor to the expected loss [1] - Additionally, the company anticipates a long-term equity investment impairment provision of 73 million yuan to 90 million yuan [1] Regulatory Compliance - According to the Stock Listing Rules, if the company's 2025 revenue exceeds 300 million yuan, it may meet the conditions to lift the delisting risk warning after the annual report is disclosed [1]

1月30日，锂矿板块大跌，截至14:40，锂矿板块跌超6%，西部矿业（601168）、中矿资源 （002738）、天齐锂业（002466）等跌超7%。 业内人士表示，碳酸锂价格的回暖，有望带动拥有自有矿和盐湖的生产企业业绩修复。 其中，一家不愿具名的企业负责人对记者表示："公司产品供不应求，产销正常，现在没有什么库存。" 上海钢联（300226）数据显示，2025年下半年以来，电池级碳酸锂价格持续上涨，从7万元/吨左右一度 涨至17万元/吨左右。 对此，赣锋锂业（002460）、雅化集团（002497）等多家锂矿企业回应中国证券报.中证金牛座记者 称，公司生产经营一切正常。 ...

Core Viewpoint - The delivery of the 60th large LNG carrier "Tianshan" by Hudong-Zhonghua Shipbuilding is a significant milestone, showcasing advancements in clean energy equipment and contributing to the growth of a high-end equipment industry cluster in China [1]. Company Summary - Hudong-Zhonghua Shipbuilding, a subsidiary of China Shipbuilding Group, has delivered the "Tianshan" LNG carrier two months ahead of schedule [1]. - The "Tianshan" measures 295 meters in length, 45 meters in width, and 26.25 meters in depth, with a service speed of 19.5 knots, featuring low evaporation rates, low energy consumption, high reliability, and strong environmental performance [1]. - The company currently holds over 50 orders, with production plans extending to 2030 [1]. Industry Summary - As a leader in the LNG industry chain, Hudong-Zhonghua is driving the collaborative development of over 130 high-end supporting enterprises [1]. - The company is focused on the clean energy equipment sector, having introduced over ten types of green vessels capable of transporting liquid hydrogen, liquid ammonia, and ethane [1]. - Hudong-Zhonghua's efforts contribute to national energy security and promote global green and low-carbon development [1].

德邦资管是德邦证券全资子公司，其前身为德邦证券资产管理总部，自2011年开始先后开展券商集合、 定向、专项资产管理业务，并于2020年成为业内第19家券商资管子公司。 中证报中证网讯(记者林倩)中国证券报记者近日获悉，方正证券资管分公司原总经理李正红已加盟德邦 证券任副总经理，同时兼任德邦资管董事长、总经理；德邦资管原总经理徐盼盼转任高级副总经理。 履历显示，李正红于2003年12月加入民生人寿保险，任固定收益部总经理；2009年5月加入长城人寿保 险，任资产管理中心副总经理、公司投资领导小组成员；2012年8月加入长城证券（002939），任资产 管理业务总监兼资产管理部总经理、公募产品部总经理；2020年6月加入五矿证券，任总经理助理； 2022年6月加入海南财金集团，任总经理助理；2022年12月任方正证券资管分公司总经理。 值得关注的是，2024年9月份，证监会核准山东财金集团、济南科金成为德邦证券主要股东，核准山东 财金集团成为德邦证券实际控制人。2025年5月份，德邦证券产生了新一届董事会、监事会，正式步入 国有实控阶段，成为山东财金集团金融板块的重要成员。2025年年底，德邦证券在济南市完成工商 ...

Core Viewpoint - Klate has received approval from the China Securities Regulatory Commission for the issuance of convertible bonds, aiming to raise up to 200 million yuan to invest in intelligent high-efficiency fan projects and supplement working capital, aligning with the dual carbon strategy and industry upgrades [1][3] Group 1: Company Overview - Klate is recognized as a "little giant" enterprise by the Ministry of Industry and Information Technology and a national manufacturing single champion, with a strong foundation in ventilation and cooling equipment [1] - The company focuses on core areas such as rail transit, new energy equipment (nuclear power, wind power, gas turbines), and marine engineering, with its main business covering R&D, production, sales, and maintenance services of ventilation and cooling systems [1][2] Group 2: Technological Innovation - Technological innovation is a core competitive advantage for Klate, with multiple research platforms and a strong patent portfolio of 110 patents, including 26 invention patents [2] - Klate has established significant technical barriers in the fan industry and has a strong voice in the market, particularly in the offshore wind power sector, where its products account for 70% of its offerings [2] Group 3: Market Potential - The intelligent high-efficiency fan project aligns with national dual carbon strategies, with the global high-speed blower market projected to grow from 4.741 billion yuan in 2024 to 6.393 billion yuan by 2030, at a CAGR of 5.11% [3] - The intelligent variable frequency (EC) fan market is expected to grow from 15.626 billion yuan to over 22.675 billion yuan by 2030, with a CAGR of 6.37% [3] Group 4: Investment Opportunity - The issuance of convertible bonds provides unique advantages under the improving policy framework of the North Exchange, offering investors a dual investment tool with growth potential and stable returns [3] - Klate aims to leverage the bond issuance to enhance technological innovation and capacity building, further solidifying its leading position in the high-end ventilation equipment sector [3]

Group 1 - The core viewpoint of the articles is the introduction of the AI Ping platform by Qingcheng Jizhi, which focuses on the evaluation, unified access, and intelligent routing of large model services, creating a complete link covering "evaluation - access - routing - optimization" [1][3] - AI Ping currently covers over 30 domestic large model API service providers, providing comparative analysis of model service capabilities under unified standards and methodologies, aiding enterprises in making rational decisions amidst complex model and service choices [1] - The shift in the core tasks of AI infrastructure is highlighted, moving from training and inference of large models to a new stage focused on "intelligent circulation," emphasizing the efficient and stable use of model capabilities in real business scenarios [2] Group 2 - The key to achieving intelligent circulation lies in the construction of intelligent routing capabilities, which includes model routing for selecting the most suitable model for different tasks and service routing for optimizing performance and cost among various API service providers [2] - Qingcheng Jizhi's CEO, Tang Xiongchao, emphasizes the evolving focus of AI infrastructure from training and inference to the higher demands for service stability and efficiency during the application phase, leading to the development of AI Ping as a one-stop AI evaluation and API service intelligent routing platform [3] - The development of a complete AI task distribution network through the collaborative development of model and service routing capabilities is crucial for determining the final efficiency and cost of artificial intelligence systems [2]

Core Viewpoint - The company, Zhiyuan Huilian, anticipates significant growth in 2025, driven by AI and "Xin Chuang" initiatives, with a projected revenue increase and over 10% growth in contract amounts year-on-year [1] Group 1: Financial Performance - The company expects improved cash flow from operating activities, with a notable year-on-year improvement in net cash outflow [1] - Revenue quality has enhanced, with both enterprise and government client contract amounts increasing, particularly contracts over one million, which grew by over 20% [1] Group 2: Market Focus and Client Base - The company is concentrating on the digital transformation needs of state-owned enterprises, achieving a 13% year-on-year increase in orders from these clients [1] - New key industry clients have been added, with steady progress in project delivery and acceptance, serving major clients such as China CRRC, China Railway, and others [1] Group 3: Government Sector Engagement - The company is focusing on digital government applications, enhancing areas such as AI-enabled administrative tasks and urban governance, with government orders increasing by over 30% year-on-year [1]