新京报贝壳财经讯 1月27日，泓博医药公告，预计2025年度归属于上市公司股东的净利润为3120万元～ 3810万元，同比增长82.64%～123.03%。扣除非经常性损益后的净利润为2090万元～2560万元，同比增 长321.59%～416.40%。报告期内，公司围绕"以药物设计为核心驱动、以一站式服务为战略主导"的发 展定位持续深化主营业务布局，积极落实年度经营计划，2025年整体经营态势良好。 ...

Core Viewpoint - The company plans to establish a wholly-owned subsidiary in Nantong Economic and Technological Development Zone to invest in the construction of a semiconductor materials manufacturing base, with a total investment of 2 billion RMB [1] Group 1: Project Details - The project will be developed in two phases, with the first phase expected to commence production in 2028 and the second phase in 2030 [1] - The overall project is anticipated to reach full production capacity by 2035 [1] Group 2: Products and Funding - The manufacturing base will primarily produce semiconductor photoresists, supporting resins, electroplating solutions, and high-purity reagents [1] - Funding for the project will come from the company's own resources and self-raised funds, with potential future financing through debt or equity [1]

新京报贝壳财经讯 1月27日，弘信电子公告，预计2025年度净利润为1.1亿元-1.5亿元，同比增长 93.61%-164.01%。报告期内，国内各大国产主流手机品牌推出创新的AI手机以及叠加国补政策的驱动 手机消费需求显著释放，激发国内手机市场的进一步复苏，有力的拉动了国内手机产业链的需求。公司 始终保持对高端FPC产品的研发和生产制造的高投入，凭借在技术水平、产品品质、交付能力及综合服 务能力方面优势，获得国内头部手机品牌的一致认可。 ...

具体而言，在技术方面，他提出，需要加快组建由多家头部企业和科研机构组成的"太空数据中心创新联合体"，进行协同技术攻关。"重点突破能源供应、 散热管理、星间通信以及硬件可靠性等关键技术。" 在产业链和商业闭环建构方面，他指出，应通过太空数据中心项目，牵引形成"可重复使用火箭+算力星座+数据应用场景"支撑的新型产业链。 他进一步解释称，如政府通过专项补贴、税收优惠等政策支持创新主体，并鼓励市场化融资参与建设。同时，着力培育全球实时遥感分析、应急通信等高价 值应用场景。 新京报贝壳财经讯（记者韦英姿）北京两会期间，市政协委员、航天宏图信息技术股份有限公司董事长王宇翔表示，太空算力兴起，是应对地面算力瓶颈、 释放数据价值与抢占战略制高点等多重因素共同推动的结果。"业界普遍认为，随着火箭可重复使用等技术进步，太空算力有望在'十五五'期间迎来成本拐 点，开启规模化发展。" 市政协委员、航天宏图信息技术股份有限公司董事长王宇翔。受访者供图 他认为，构建太空算力网络目前还存在技术实现面临太空环境与可靠性挑战、经济成本高昂且商业可行性待验证、产业化协同与生态构建复杂度高等问题。 "建议从技术突破、构建产业链和商业闭环两方面突破 ...

新京报贝壳财经讯（记者韦英姿 罗亦丹）北京两会期间，市政协委员，百望股份创始人、董事长陈杰建议，北京市进一步扩大"算力券"的发放规模和覆盖 范围，调整支持重点，降低微调成本。"算力应当像水电煤一样，成为企业'用得起、用得好'的公共资源。" 市政协委员，百望股份创始人、董事长陈杰（右）。受访者供图 对此，她建议政府设立专项基金，支持行业头部企业与在京高校深度合作，例如共建实训实验室、进行数据与场景共享，让学生在校期间就能接触到真实 的"税务逻辑"或"供应链难题"，在"战壕"中练兵，毕业即有机会成为既懂技术又懂业务的复合型人才。 "还应打破高校与企业之间的人才围墙，鼓励高校科研人员到企业挂职'首席科学家'，直接参与产品研发；同时鼓励企业技术高管进入高校担任'产业导师'， 传授实战经验。政府可以在职称评定、科研经费配套、人才落户等方面，对参与此类跨界交流的人员给予专项加分或政策倾斜，提升人才跨界流动的积极 性。"陈杰表示。 校对 王心 她指出，应当将政策支持重心从基础大模型研发，向"垂直行业应用"延伸，例如重点支持财税大模型、供应链风控大模型等"垂直行业大模型"研发。另外， 应当针对企业利用国产算力芯片进行模型适配 ...

新京报贝壳财经讯 1月27日，陇神戎发公告，预计2025年度净利润为4200万元–4850万元，同比增长 79.59%-107.38%。报告期内，公司持续强化成本管控与供应链协同管理，严控各项期间费用，持续推进 降本增效，公司盈利能力得到提升。 ...

新京报贝壳财经讯1月27日，大宏立（300865）公告，预计2025年度归母净利润为235万元至350万元， 上年同期为净亏损113.73万元。公司所处砂石骨料行业下游需求减少，导致公司本年度执行完毕的订单 规模不及预期，进而导致销售收入、营业利润有一定程度减少。 ...

Core Viewpoint - The company, Highlan Co., Ltd. (300499), expects a significant turnaround in its financial performance, projecting a net profit of 23.5 million to 30.5 million yuan for the year 2025, compared to a loss of 50.32 million yuan in the same period last year [1] Group 1: Financial Performance - The company's revenue growth and improved gross margin are key factors driving the positive change in net profit [1] - The overall favorable conditions in the power industry and the ongoing construction of high-voltage direct current transmission projects have led to a steady increase in the delivery of related water-cooled products [1] - The company has effectively seized market opportunities by enhancing operational efficiency and optimizing production scheduling, resulting in a significant increase in revenue from high-power power electronic thermal management products and an improvement in gross margin [1] Group 2: Investment Gains - The company has also seen an increase in investment income compared to the same period last year, primarily due to the performance growth of its joint venture, Dongguan Silicon Xiang, which has positively impacted the company's investment returns [1]

新京报贝壳财经讯1月27日，广信材料（300537）公告，预计2025年度净利润为正值且属于扭亏为盈情 形，归属于上市公司股东的净利润为盈利1350万元–2000万元，上年同期亏损3206.92万元，比上年同期 增长142.10%-162.37%。扣除非经常性损益后的净利润为盈利400万元–600万元，上年同期亏损3009.39 万元，比上年同期增长113.29%-119.94%。 ...

Core Viewpoint - The company Guifaxiang expects a negative net profit for the fiscal year 2025, projecting a range of -26 million to -23 million yuan, a significant decline from the previous year's profit of 27.073 million yuan [1] Financial Performance - The anticipated net profit excluding non-recurring gains and losses is projected to be between -27 million and -24 million yuan, compared to 24.4191 million yuan in the same period last year [1] - Overall operating revenue has decreased due to declining sales and production, leading to increased fixed manufacturing costs and higher unit costs [1] Market Conditions - The decline in revenue is attributed to insufficient consumer demand and purchasing power, as well as intensified industry competition [1] - While revenue from e-commerce channels has shown growth, it has not been sufficient to offset the revenue decline from traditional direct and distribution channels [1] Product Performance - There has been a decrease in the sales revenue proportion of gift products, contributing to an overall decline in gross profit [1]