今日关注 锋龙股份公告，优必选承诺36个月内不注入资产，停牌核查结束，公司股票自今日 起复牌。 锋龙股份在停牌前已录得18连板。 嘉美包装公告，停牌核查完成，公司股票自今日起复牌。 嘉美包装 自2025年12月17 日至2026年1月23日期间价格涨幅为408.11%。 现货白银延续跌势，日内跌幅扩大至10%，报76.89美元/盎司。 重要的消息有哪些 1月30日，证监会党委书记、主席吴清在北京召开座谈会。吴清强调，要紧紧围绕防风险、强监 管、促高质量发展的工作主线，全力巩固资本市场稳中向好势头，聚焦持续深化资本市场投融资 综合改革、提高制度包容性适应性。 国家统计局、中国物流与采购联合会31日发布2026年1月份中国采购经理指数。数据显示， 2026年1月份中国制造业采购经理指数为49.3%，比上月下降0.8个百分点。 证监会完善再融资战投制度，其中提出，明确社保基金、养老基金、企业年金基金、险资、公募 基金、银行理财等机构投资者可以作为战略投资者；要求战略投资者持股比例原则上不低于 5%。 国家税务总局近日制发了《关于起征点标准等增值税征管事项的公告》，就起征点标准判定、税 收优惠政策适用等增值税征管事项 ...

Group 1 - The spring market in February is expected to have the highest success rate, with incremental capital likely to continue entering the market [1][12] - The China Securities Regulatory Commission (CSRC) is seeking public opinion on expanding the types of strategic investors, including various institutional investors such as social security funds and public funds, to hold a minimum of 5% of shares in listed companies [3] - The National Development and Reform Commission and the National Energy Administration are promoting fair participation of pumped storage and new energy storage in the electricity market to enhance price signals and regulatory functions [4] Group 2 - Major telecom operators in China announced an adjustment in the VAT tax rate for telecom services from 6% to 9%, which will impact their revenue and profits [7] - The recent volatility in gold and silver prices has led to significant declines, with gold prices dropping over 10% and silver prices over 30%, marking the largest single-day declines in decades [9][11] - The A-share market is expected to see a rise in risk appetite as companies report their earnings, with the market entering a vacuum period for economic data [12][13]

Group 1 - The article discusses the performance of various stock indices, highlighting the percentage changes in their values [2][5]. - The cumulative gains and losses of specific companies are presented, with notable increases for companies like Zhite New Materials at 234.08% and significant declines for companies like Tianpu Co. at -44.16% [4][6]. - The net inflow of capital into the market is reported at 180.43 billion [7]. Group 2 - The article includes a monthly report on A-shares, indicating overall market trends and specific stock performances [5]. - It lists companies with the highest cumulative gains and losses, providing insights into market volatility and investment opportunities [4][6]. - The performance of the ChiNext Index and other indices is summarized, reflecting the broader market sentiment [2].

报告特别强调，寒武纪供应链体系表现出强大韧性，并于2025年10月完成了一笔40亿元的定向增发融资，为后续的技术研发和供应链保障提供了坚实的资金 支持。从财务模型推演来看，第一上海证券基于深度调研构建的预测体系显示，寒武纪2025年至2027年的营收将分别达到68.2亿元、151.4亿元和243.0亿 元，对应净利润分别为16.8亿元、51.3亿元和88.8亿元。 此次年度预告的净利润区间与专业机构对2025年的预测高度吻合，但整体表现显著超越市场预期，彰显出强劲的增长动能。 支撑业绩爆发的核心驱动力来自双重市场机遇的共振。在应用落地层面，全球科技巨头正加速推动AI技术商业化进程，文本交互、智能编程、多媒体生成 等创新应用呈现爆发式增长。第一上海证券报告特别指出，字节跳动在AI应用领域已建立全球领先优势，其2025年10月日均Token消耗量突破30万亿次，仅 次于谷歌的40万亿规模。寒武纪凭借在特定场景大模型训练、智能视觉处理、语音交互系统等领域的卓越性能，成功切入头部客户供应链体系，订单规模持 续扩大。 作者 胡群 1月30日，中科寒武纪科技股份有限公司（寒武纪；688256.SH）正式发布了《2025年 ...

1月30日，中科寒武纪科技股份有限公司(寒武纪；688256.SH)发布《2025年年度业绩预告》，宣告公司 实现历史性财务拐点：全年营业收入预计超过60亿元，同比增长逾410%；归属于母公司所有者的净利 润预计达18.5亿元至21.5亿元，成功实现扭亏为盈。 这一转折标志着公司正式告别多年亏损，迈入商业化收获期。作为中国AI芯片领域的代表性企业，寒 武纪的盈利兑现不仅验证了其技术路线的市场可行性，更折射出在算力自主战略驱动下，国产高端芯片 正从"可用"走向"好用"与"规模商用"。在全球人工智能基础设施加速重构的背景下，这一突破具有行业 标杆意义。 根据《2025年年度业绩预告》，公司预计2025年年度实现营业收入60亿元至70亿元，较2024年的11.74 亿元增长410.87%至496.02%；归属于母公司所有者的净利润预计为18.5亿元至21.5亿元，扣除非经常性 损益后的净利润为16亿元至19亿元。相比2024年亏损4.52亿元，公司实现历史性扭亏为盈。 寒武纪业绩实现根本性扭转与数倍增长的背后，是人工智能应用加速落地与国产算力替代的双重驱动。 第一上海证券在报告中指出，2025年初以来，全球大厂均在 ...

寒武纪-U（688256.SH）2025 年业绩预告点评 国产算力龙头迎来重要业绩拐点 glmszqdatemark 2026 年 02 月 01 日 分析师：吕伟 分析师：方竞 执业证书：S0590525110033 执业证书：S0590525120003 推荐 维持评级 当前价格： 1,258.89 元 相对走势 -10% 57% 123% 190% 2025/2 2025/8 2026/1 寒武纪-U 沪深300 相关研究 本公司具备证券投资咨询业务资格，请务必阅读最后一页免责声明 证券研究报告 1 [Table_Author] 分析师：郭新宇 执业证书：S0590525110034 邮箱：guoxinyu@glms.com.cn 邮箱：lvwei_yj@glms.com.cn 邮箱：fangjing@glms.com.cn 事件概述：2026 年 1 月 30 日，公司发布 2025 年度业绩预告，预计营收 60 亿 元-70 亿元，同比增 410.87%-496.02%；归母净利润 18.5 亿元-21.5 亿元，实 现扭亏为盈；扣非归母净利润 16 亿元-19 亿元。 业绩大幅增长，收入有望达到预 ...

寒武纪-U（688256.SH）2025 年业绩预告点评 国产算力龙头迎来重要业绩拐点 glmszqdatemark 2026 年 02 月 01 日 分析师：吕伟 分析师：方竞 执业证书：S0590525110033 执业证书：S0590525120003 推荐 维持评级 当前价格： 1,258.89 元 相对走势 -10% 57% 123% 190% 2025/2 2025/8 2026/1 寒武纪-U 沪深300 相关研究 本公司具备证券投资咨询业务资格，请务必阅读最后一页免责声明 证券研究报告 1 [Table_Author] 分析师：郭新宇 执业证书：S0590525110034 邮箱：guoxinyu@glms.com.cn 邮箱：lvwei_yj@glms.com.cn 邮箱：fangjing@glms.com.cn 事件概述：2026 年 1 月 30 日，公司发布 2025 年度业绩预告，预计营收 60 亿 元-70 亿元，同比增 410.87%-496.02%；归母净利润 18.5 亿元-21.5 亿元，实 现扭亏为盈；扣非归母净利润 16 亿元-19 亿元。 业绩大幅增长，收入有望达到预 ...

Suspension and Resumption of Trading - Fenglong Co., Ltd. has completed the suspension review and resumed trading, with UBTECH committing not to inject assets within 36 months [1] - Jiamei Packaging has also completed the suspension review and resumed trading [1] - Jihua Group's controlling shareholder is planning a change in control, leading to stock suspension [2] - Minexplosion Optoelectronics intends to acquire 51% of Xiamen Xizhi Precision Technology Co., Ltd. in cash, and has resumed trading. Xizhi focuses on the R&D, production, and sales of micro-drilling needles, deepening its core consumables in PCB manufacturing [2] External Investments and Daily Operations - Jerry Holdings has signed a sales contract for gas turbine generator sets for a U.S. data center worth 1.265 billion yuan [3] - Liyang Chip plans to raise no more than 970 million yuan through a private placement for integrated circuit testing projects [4] - Aoshikang intends to invest 1.82 billion yuan in a high-end printed circuit board project, which will achieve an annual production capacity of 840,000 square meters of high multilayer boards and HDI boards upon completion [4] - Huayou Cobalt plans to collaborate on building an integrated battery industry chain project in Indonesia [5] - Parker New Materials aims to raise no more than 1.58 billion yuan for key components of high-end energy equipment and integrated intelligent manufacturing projects [6] - Seres reported January automobile sales of 45,900 units, a year-on-year increase of 104.85% [7] Performance Changes - Zhongji Xuchuang expects a net profit of 9.8 billion to 11.8 billion yuan in 2025, representing a year-on-year growth of 89.50% to 128.17%, with a continuous increase in the proportion of high-speed optical modules [8] - Xinyi Sheng anticipates a net profit of 9.4 billion to 9.9 billion yuan in 2025, a year-on-year increase of 231.24% to 248.86%, benefiting from sustained growth in computing power investment and rapid demand for high-speed products [8] - Cambrian expects a net profit of 1.85 billion to 2.15 billion yuan in 2025, turning profitable year-on-year [9] - Guoxuan High-Tech forecasts a net profit of 2.5 billion to 3 billion yuan in 2025, a year-on-year increase of 107.16% to 148.59%, driven by rapid growth in demand for new energy vehicles and energy storage [9] - Lio Co., Ltd. expects a net profit of 190 million to 250 million yuan in 2025, turning profitable year-on-year [10] - HNA Holding anticipates a net profit of 1.8 billion to 2.2 billion yuan in 2025, turning profitable year-on-year [11] - *ST Songfa expects a net profit of 2.4 billion to 2.7 billion yuan in 2025, turning profitable year-on-year [12] - China International Capital Corporation forecasts a net profit of 8.542 billion to 10.535 billion yuan in 2025, an increase of 50% to 85% year-on-year, driven by steady growth in core business segments [12] - Shandong Gold expects a net profit of 4.6 billion to 4.9 billion yuan in 2025, an increase of 56% to 66% year-on-year, mainly due to optimized production layout and rising gold prices [12] - Obsidian expects a net profit of 123 million yuan in 2025, turning profitable year-on-year, focusing on niche industry demands and product development [12][13]

浪指站稳4100点 基式在蔡主力资金青睐 34.34 25.95 11.97% 主要清污 16.23 6.33% 15.03% 3.76% 6.46 0.61 4.47% 创业板指 科创综指 北证50指数 上订品器 深证成指 天普股份 234.08% 志特新材 -44.16% 锋龙股份 荣科科技 -36.80% 213.97% 图 图计派制 湖南白银 森廣窗业 -34.59% 175.14% 图 婴计致电 普串股份 平潭发展 -32.79% 140.55% 四川黄金 海南发展 -30.45% 137.54% 东珠生态 -29.25% 133.68% 白银有色 华夏幸福 -28.77% 133.33% 通源石油 连城数控 130.47% 思林 态 -28.67% 恒合股份 122.33% 晓程科技 -28.18% 118.92% 可川科技 锦好医疗 -27.85% 34.35 25.45 24.02 21.36 21.15 20.86 18.19 17.56 16.21 14.94 E 37 16 漫 派 指 70 北 न्न bod 美 T දිණ 方 华 宿科 东方 的集 商银 造长 商 l 米 武 净流) ...

一图速览>> ( 指数 涨跌幅 深证成指 上证指数 234.08% 志特新 4 = 03 : 1 锋龙股 213.97% 累计涨幅 175.14% 湖南白 累计跌幅 普冉 股 140.55% 四川黄 137.54% 133.68% 白银有 133.33% 遛源石 连城数 130.47% 122.33% 膀程科 118.92% 可川科 一图速览>> E = 7 分分 浄流） (亿元) 净流出 (亿元) 34.35 25.45 24.02 21.36 . . . . . 兴 北 招 獸 商 小 方 华 武 银 银 纪 创 行 行 180.43 139.91 139.37121.42 立 胜 三花 金 坛 讯 风 矢 业生 手机 手 14 个十 自 个月 控 技 技 容 82.05 相关会会 54.34 33.61 31.81 净流入 (亿元) 彩 招 中 大 子 金 商 E न्त 遛 银 矿 安 业 信 行 国后 中际旭创 62 649.00 股价市值 源杰科技 最新收盘价 823.00 7 (元/股) 寒武纪 MACD金叉信号形成，这些股涨势不错！ 责任编辑：江钰涵 all and the see and t ...