证券代码：920368 证券简称：连城数控 公告编号：2026-004 大连连城数控机器股份有限公司 2025 年年度业绩预告公告 (一)业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 (二)业绩预告情况 √年度实现盈利，且净利润与上年同期相比下降 50%以上 单位：万元 | 项目 | 本报告期 | 上年同期 | 变动比例% | | --- | --- | --- | --- | | 归属于上市公司股 | 6,300～9,400 | 34,049.30 | -81.50%～-72.39% | | 东的净利润 | | | | 二、本期业绩重大变化的主要原因 2025 年，受光伏行业供需错配问题持续、下游企业设备需求较弱及内卷式 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 特别提示：本公告所载 2025 年年度主要财务数据为初步核算数据，未经会 计师事务所审计，具体数据以公司 2025 年年度报告中披露的数据为准，提请投 资者注意投资风险。 一、本期业绩预告情况 2 1 ...

| | 2026-01-27连城数控(920368) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | ਜੇਟ ਹ | 华鑫证券有限责任公司上海苑平南路营业部 | 95192213.34 | 11304518.42 | | 买2 | 光大证券股份有限公司汕头华山路营业部 | 56649631.4 | 3429871.96 | | ग्रें3 | 国信证券股份有限公司深圳互联网分公司 | 39891991.41 | 4751121 36 | | न्द्र 4 | 机构专用 | 33491755.41 | 27936336.61 | | જેટ | 中国国际金融股份有限公司上海分公司 | 25142863.57 | 235902.94 | | 卖T | 机构专用 | 0 | 39374371.3 | | 卖2 | 机构专用 | 33491755.41 | 27936336.61 | | 卖3 | 国金证券股份有限公司深圳分公司 | 23284180.16 | 24944052.35 | | 卖4 | 国信证券股 ...

北交所个股今日成交明细 | 代码 | 简称 | 收盘价（元） | 涨跌幅（%） | 换手率（%） | 成交额（万元） | | --- | --- | --- | --- | --- | --- | | 920368 | 连城数控 | 59.00 | 17.27 | 15.39 | 182710.48 | | 920021 | 流金科技 | 12.22 | 3.12 | 26.46 | 75827.74 | | 920045 | 蘅东光 | 325.77 | 2.88 | 10.48 | 69411.06 | | 920493 | 并行科技 | 168.50 | 2.37 | 9.45 | 68017.42 | | 920576 | 天力复合 | 99.86 | 1.88 | 5.94 | 65177.04 | | 920116 | 星图测控 | 117.63 | 0.62 | 3.34 | 60644.17 | | 920414 | 欧普泰 | 19.24 | 7.85 | 42.55 | 42354.36 | | 920522 | 纳科诺尔 | 74.35 | -4.74 | 4.20 | 40744.38 ...

融资融券数据显示，该股最新（1月26日）两融余额为2.04亿元，其中，融资余额为2.04亿元，融券余额 为14.09万元。近5日融资余额合计增加68.03万元，增幅为0.34%，融券余额合计增加13.09万元，增幅 1317.75%。（数据宝） | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 华鑫证券有限责任公司上海宛平南路营业部 | 9519.22 | 1130.45 | | 买二 | 光大证券股份有限公司汕头华山路营业部 | 5664.96 | 342.99 | | 买三 | 国信证券股份有限公司深圳互联网分公司 | 3989.20 | 475.11 | | 买四 | 机构专用 | 3349.18 | 2793.63 | | 买五 | 中国国际金融股份有限公司上海分公司 | 2514.29 | 23.59 | | 卖一 | 机构专用 | 0.00 | 3937.44 | | 卖二 | 机构专用 | 3349.18 | 2793.63 | | 卖三 | 国金证券股份有限公司深圳分公司 | 2328.42 | 2 ...

证券代码：920368 证券简称:连城数控 公告编号：2026-003 大连连城数控机器股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律责任。 一、股票交易异常波动的具体情况 公司股票最近 3 个有成交的交易日 2026 年 1 月 22 日至 2026 年 1 月 26 日以内收盘价 涨幅偏离值累计达到 44.38%，根据《北京证券交易所交易规则（试行）》的有关规定，属于 股票交易异常波动情形。 二、公司关注并核实的相关情况 1、 核实对象： 公司控股股东、实际控制人及其一致行动人，持股 5%以上股东，在任的董事及高级 管理人员。 2、 核实方式： 前期公告的事项不存在需要更正、补充之处；未发现可能或已经对本公司股票交易价格 产生较大影响的媒体报道或市场传闻，不涉及热点概念事项；近期公司经营情况及内外部经 营环境未发生重大变化；公司、控股股东和实际控制人不存在关于本公司的应披露而未披露 的重大事项，或处于筹划阶段的重大事项；不存在其他可能对股价产生较大影响的重大事件。 三、是 ...

每经讯，2026年1月26日，北交所上市公司连城数控（920368，收盘价：50.31元）登上龙虎榜，交易方式是连续竞价，披露原因 是2026年1月22日至2026年1月26日涨跌幅偏离值累计达到44.38%，成交数量7675.46万股，成交金额35.6亿元。买一席位为国信 证券股份有限公司深圳互联网分公司，买入4929.55万元；卖一席位为国信证券股份有限公司深圳互联网分公司，卖出5895.82万 元。 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每日经济新闻 | | 2026-01-26连城数控(920368) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | न्द्र ग | 国信证券股份有限公司深圳互联网分公司 | 49295517.44 | 58958222.55 | | 买2 | 机构专用 | 45284218.16 | 34970094.4 | | 址3 | 华鑫证券有限责任公司上海宛平南路营业部 | 45186164.58 | 0 | ...

Group 1 - SpaceX plans to launch the second generation of its Starlink satellite communication system in 2027, with overall capacity expected to increase by over 100 times and data throughput capability to improve by more than 20 times compared to the first generation [2][12] - The global rocket launch service market reached USD 16.45 billion in 2023 and is projected to exceed USD 50 billion by 2032, with a compound annual growth rate (CAGR) of 13% from 2023 to 2032 [2][25] - The upstream materials and core components account for 85%-90% of the total cost of rockets, with liquid engine manufacturing constituting approximately 50% of the total cost [2][18] Group 2 - The North Exchange technology growth stocks saw a median price change of +1.25% from January 19 to January 23, 2026, with 108 companies (71%) experiencing an increase [2][44] - The median price-to-earnings (P/E) ratio for the information technology industry increased by 7.40% to 83.6X, while the median market capitalization rose from CNY 2.68 billion to CNY 2.77 billion [2][50] - The North Exchange electronic equipment industry saw its median P/E ratio rise from 62.3X to 65.8X, with the total market capitalization increasing from CNY 148.39 billion to CNY 153.9 billion [2][52] Group 3 - The North Exchange rocket industry chain includes six companies: Xingtou Measurement and Control, Minshida, Suzhou Axis, Xingchen Technology, Kelong New Materials, and KQ Co., Ltd [2][40] - The average launch cost for China's satellite launches is expected to reach CNY 45,000 per kilogram by 2029, while SpaceX's Falcon 9 has a launch cost of CNY 20,000 per kilogram [2][38][37] - The commercial space market in China is projected to grow at an annual rate of over 20%, potentially reaching CNY 9 trillion by 2030 [2][24]

Core Viewpoint - The A-share photovoltaic sector has experienced a significant surge, with multiple stocks hitting a 20% limit-up, driven by Elon Musk's endorsement of space photovoltaics at the Davos Forum. However, the industry faces a harsh reality of prolonged losses, overcapacity, and persistent price pressure, with major companies expected to report substantial losses in 2025 [1][2]. Group 1: Industry Performance - The photovoltaic industry has seen widespread losses, with 23 out of 32 listed companies expected to report losses in 2025, accounting for over 70% of the sample [2]. - Major players like Tongwei Co. anticipate a net loss of 90 to 100 billion yuan in 2025, up from a loss of 70.39 billion yuan the previous year, marking it as the only company with a projected loss exceeding 100 billion yuan [2]. - Trina Solar and JinkoSolar are also expected to report significant losses, with Trina Solar projecting a loss of 65 to 75 billion yuan, and JinkoSolar estimating a loss of 59 to 69 billion yuan [2][3]. Group 2: Market Dynamics - The photovoltaic supply chain is experiencing intensified losses due to weak terminal demand, overcapacity, and stagnant product prices, which are the main contributors to the industry's financial struggles [2][3]. - Despite some companies like Daqo Energy and Longi Green Energy reducing their losses, the overall trend remains negative, with Daqo Energy expecting a loss of 14.18 to 17.18 billion yuan, a reduction of 52.17% to 63.21% year-on-year [3]. - The industry is facing a dual challenge of weak supply and demand, with overcapacity leading to low prices, which is the primary cause of losses [4][5]. Group 3: Cost Pressures - The rapid increase in raw material prices, particularly silver, has significantly impacted production costs, with silver prices rising over 118% since October of the previous year [6][7]. - The cost of silver paste, a critical material in photovoltaic technology, has surged, further straining the profitability of companies in the sector [6][7]. - Companies are exploring cost-reduction strategies, including substituting silver with copper and aluminum, but the impact of these innovations on profitability remains limited [7]. Group 4: Future Outlook - The industry is expected to undergo structural reforms characterized by capacity utilization improvements, elimination of outdated capacity, and potential mergers and acquisitions, which are essential for recovery [7]. - A return to a healthy supply-demand balance and a restoration of product prices to reasonable levels are crucial for the fundamental improvement of companies' profitability [7].

Group 1 - The report highlights the introduction of the "Interim Measures for the Recycling and Comprehensive Utilization of Waste Power Batteries for New Energy Vehicles," which will take effect on April 1, 2026, mandating a full lifecycle management approach for retired batteries [4][16][17] - The total amount of retired lithium batteries in mainland China is projected to increase from 157,100 tons in 2020 to 455,100 tons in 2024, representing a compound annual growth rate (CAGR) of 30.5% [4][37][39] - The report identifies four companies listed on the Beijing Stock Exchange involved in lithium battery recycling, with a total market capitalization of 10.459 billion yuan as of January 23, 2026 [4][45][46] Group 2 - The chemical new materials sector experienced an average weekly increase of 5.11% in stock prices, with notable companies such as Meibang Technology and Tianli Composite showing significant gains [5][62] - The average price-to-earnings (P/E) ratio for the chemical new materials industry rose to 42.5X, indicating a positive market sentiment [5][62] - The technology sector saw a median P/E ratio increase from 44.3X to 44.7X, with a total market capitalization growth from 546.417 billion yuan to 560.692 billion yuan [6][76][77] Group 3 - The report emphasizes the importance of both tiered utilization and recycling of retired power batteries, with tiered utilization focusing on reusing batteries with remaining capacity for applications such as energy storage systems [25][26] - The recycling process aims to extract valuable materials from waste batteries, with physical and chemical recovery methods being the primary techniques employed [27][29][30] - The report notes that the global processing volume of retired batteries is expected to grow from 338,400 tons in 2020 to 1.3 million tons by 2024, with a CAGR of 40.6% [40]

Core Viewpoint - The "space photovoltaic" concept has gained significant market attention, leading to a surge in the photovoltaic sector, with many stocks experiencing substantial gains [1][2]. Group 1: Market Performance - Companies such as Liancheng CNC and Oputai reached a 30% limit up, while others like Maiwei, Jinko Solar, and Trina Solar saw increases of around 20% [2]. - The Hong Kong market also reflected this trend, with solar energy concept stocks performing strongly [2]. Group 2: Key Developments in Space Photovoltaics - Elon Musk, during the World Economic Forum, emphasized the potential of space photovoltaics, revealing plans for SpaceX and Tesla to achieve an annual solar manufacturing capacity of 100GW within three years [3]. - Musk highlighted that space offers a unique advantage for solar energy generation, with efficiency potentially five times greater than on Earth, and proposed the launch of solar-powered AI satellites [3]. Group 3: Company Initiatives - Trina Solar has made significant advancements in various solar technologies and is collaborating with domestic and international aerospace institutions to promote space photovoltaic applications [4]. - Companies like Arctech and Aotai are actively exploring manufacturing equipment and technologies tailored for space photovoltaic applications [5]. - Other firms, such as Haimu Star and Zhonglai, are developing technologies and products specifically for space photovoltaic systems [5]. Group 4: Market Predictions and Challenges - Analysts predict that the low Earth orbit satellite photovoltaic market in China could exceed $3 billion by 2030, with global market potential reaching $500 billion to $1 trillion if the deployment of 100GW space data centers occurs [6]. - Despite the optimistic outlook, challenges remain, including the high cost of space photovoltaic energy, which is currently estimated at $2-3 per kilowatt-hour compared to $0.03-0.05 for ground-based solar [6]. - The consensus among analysts is that while space photovoltaics present a promising future, significant advancements in cost reduction and efficiency are necessary for economic viability [6][7].