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方正科技(600601) - 2025 Q4 - 年度业绩预告
2026-01-22 08:15
本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 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 担法律责任。 重要内容提示: 一、本期业绩预告情况 1 证券代码:600601 证券简称:方正科技 公告编号:临 2026-001 方正科技集团股份有限公司 2025 年年度业绩预增公告 三、本期业绩预增的主要原因 2025 年,公司抢抓人工智能产业爆发机遇,充分发挥在通讯设备、智能终 端等应用领域的市场优势,聚焦人工智能及算力赛道,加速拓展 AI 服务器、高 速光模块、高端交换机等高附加值业务订单,持续优化产品结构,提升盈利能力。 此外,公司持续推进精细化管理,通过实施股权激励绑定核心团队,强化成本管 控,全面提升运营效率。报告期内,公司的主要经营指标得以快速提升。 四、风险提示 公司不存在影响本次预告内容准确性的重大不确定因素。 1、方正科技集团股份有限公司(以下简称"公司")本次业绩预告适用于 实现盈利,且净利润与上年同期相比上升 50%以上的情形。 2、预计 2025 年年度实现归属于母公司所有者的净利润为 43,000 万元至 51,000 万元,与上年同期相比,将增加 17,26 ...
方正科技:预计2025年净利润同比增加67.06%到98.14%
Xin Lang Cai Jing· 2026-01-22 08:09
方正科技公告,预计2025年年度实现归属于母公司所有者的净利润为4.3亿元至5.1亿元,与上年同期相 比,将增加1.73亿元到2.53亿元,同比增加67.06%到98.14%。预计2025年年度实现归属于母公司所有者 的扣除非经常性损益的净利润为3.6亿元到4.5亿元,与上年同期相比,将增加1.5亿元到2.4亿元,同比增 加71.27%到114.09%。 ...
“方正文沁永乐大典体”字库研发成果在广州发布
Xin Lang Cai Jing· 2026-01-16 11:53
中新社广州1月16日电 (记者 郭军)"方正文沁永乐大典体"字库研发成果暨公益计划发布会16日在广州举 行。 "方正文沁永乐大典体"字库于2025年8月在广州国家版本馆2025年捐赠大会上首次亮相,并相继推出 《字韵流芳》《墨香雅韵》、字库字帖、阅读灯等配套文创产品。 为进一步促进字体社会应用,此次发布会同步启动"方正文沁永乐大典体字库公益计划",面向全国党政 机关、事业单位、媒体单位、公益机构和个人等免费授权该字体公益使用,获得授权的单位或个人可以 将字体内容应用在各类公益用途上,推动中华传统书法雅韵走进千行百业,融入大众日常,全方位、多 维度、立体化传播汉字之美。有意申请使用的单位和个人可通过官方渠道向广州国家版本馆登记申请。 (完) 将《永乐大典》的字体复刻为数字字库,既是对经典的文化致敬,更是对书法美学的创新传承。 方正字库设计总监汪文讲解了字体制作的有关情况。方正文沁永乐大典体以《永乐大典》"湖"字册为蓝 本,严格遵循国家字体标准,既包含6763个常用简体字,又考虑港澳台和海外的使用兼容性,构建 13053个繁体字以及相应的西文、数字、符号,共计4.2万个字符。开发团队精准定型32种基本笔画,以 拼 ...
方正科技股价跌5.17%,富国基金旗下1只基金重仓,持有467.52万股浮亏损失308.56万元
Xin Lang Cai Jing· 2026-01-13 07:14
富国中证1000ETF(159629)基金经理为金泽宇。 截至发稿,金泽宇累计任职时间3年172天,现任基金资产总规模178.65亿元,任职期间最佳基金回报 77.37%, 任职期间最差基金回报4.69%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 1月13日,方正科技跌5.17%,截至发稿,报12.11元/股,成交22.44亿元,换手率4.34%,总市值517.55 亿元。 资料显示,方正科技集团股份有限公司位于上海市长宁区延安西路726号华敏翰尊国际大厦9楼K座,成 立日期1993年11月15日,上市日期1990年12月19日,公司主营业务涉及生产和销售PCB产品,互联网接 入服务,IT系统集成及解决方案。主营业务收入构成为:销售商品98.83%,提供服务1.17%。 从基金十大重仓股角度 数据显示,富国基金旗下1只基金重仓方正科技。富国中证1000ETF(159629)三季度持有股数467.52 万股,占基金净值比例为0.4%,位居第六大重 ...
元件板块1月7日涨0.64%,方邦股份领涨,主力资金净流出14.83亿元
Zheng Xing Xing Ye Ri Bao· 2026-01-07 08:58
Market Performance - The component sector increased by 0.64% on January 7, with Fangbang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Top Gainers - Fangbang Co., Ltd. (688020) closed at 82.48, up 12.57% with a trading volume of 67,700 shares and a transaction value of 528 million [1] - Chaoying Electronics (603175) closed at 75.08, up 9.75% with a trading volume of 114,000 shares [1] - Huazheng New Materials (603186) closed at 52.20, up 5.80% with a trading volume of 115,600 shares [1] Notable Decliners - Yibo Technology (301366) closed at 37.91, down 3.63% with a trading volume of 105,600 shares and a transaction value of 404 million [2] - Gaohua Technology (688539) closed at 49.55, down 2.46% with a trading volume of 77,500 shares [2] - Shenghong Technology (300476) closed at 307.99, down 2.12% with a trading volume of 417,700 shares and a transaction value of 12.949 billion [2] Capital Flow - The component sector experienced a net outflow of 1.483 billion from institutional investors, while retail investors saw a net inflow of 1.128 billion [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Fangzheng Technology (600601) had a net inflow of 430 million from institutional investors, while it faced a net outflow of 470 million from speculative funds [3] - Jianghai Co., Ltd. (002484) saw a net inflow of 159 million from institutional investors, but a significant outflow of 1.62 billion from retail investors [3] - Chaoying Electronics (603175) had a net inflow of 86 million from institutional investors, with a net outflow of 60 million from speculative funds [3]
方正科技股价涨5.12%,南方基金旗下1只基金重仓,持有2668.59万股浮盈赚取1601.16万元
Xin Lang Cai Jing· 2026-01-05 03:12
资料显示,方正科技集团股份有限公司位于上海市长宁区延安西路726号华敏翰尊国际大厦9楼K座,成 立日期1993年11月15日,上市日期1990年12月19日,公司主营业务涉及生产和销售PCB产品,互联网接 入服务,IT系统集成及解决方案。主营业务收入构成为:销售商品98.83%,提供服务1.17%。 从方正科技十大流通股东角度 数据显示,南方基金旗下1只基金位居方正科技十大流通股东。南方中证1000ETF(512100)三季度减 持25.36万股,持有股数2668.59万股,占流通股的比例为0.64%。根据测算,今日浮盈赚取约1601.16万 元。 1月5日,方正科技涨5.12%,截至发稿,报12.32元/股,成交18.55亿元,换手率3.67%,总市值526.53亿 元。 截至发稿,崔蕾累计任职时间7年61天,现任基金资产总规模1227.6亿元,任职期间最佳基金回报 208.53%, 任职期间最差基金回报-15.93%。 从基金十大重仓股角度 数据显示,南方基金旗下1只基金重仓方正科技。南方中证1000ETF(512100)三季度持有股数2668.59 万股,占基金净值比例为0.4%,位居第六大重仓股。根据 ...
A股CPO概念普跌,光库科技跌超5%
Ge Long Hui· 2025-12-31 05:30
Group 1 - The CPO concept in the A-share market experienced a widespread decline, with several companies showing significant drops in their stock prices [1] - Guangku Technology fell over 5%, while Taicheng Light, Cambridge Technology, and Tianfu Communication dropped more than 4% [1] - Dekeli, Zhongfu Circuit, Founder Technology, Zhongji Xuchuang, Jingwang Electronics, and Xinyi Sheng all saw declines exceeding 3% [1]
【招商电子】PCB 行业2026年投资策略:AI算力依旧是主旋律,把握产业链技术迭代和供求缺口
招商电子· 2025-12-25 23:47
Group 1 - The PCB sector has achieved significant excess returns driven by AI demand and technological upgrades from major companies like Nvidia, Amazon, and Google, with a year-to-date increase of 150%, leading the electronic sub-sector [3][22] - In 2026, AI demand for PCB is expected to continue growing rapidly, with supply tightness persisting, particularly in high-end HDI and multilayer boards, as well as in domestic high-end substrate breakthroughs [3][6] - The overall PCB market is projected to grow from $849 billion in 2025 to between $940 billion and $980 billion in 2026, reflecting a robust growth trajectory [6][12] Group 2 - The PCB industry is currently in an expansion phase, with strong downstream AI computing demand, despite anticipated weakness in mobile and automotive sectors in 2026 [5][12] - Inventory levels in Taiwan and mainland China have shown an upward trend, indicating increased stocking by downstream manufacturers due to strong AI demand [5][6] - The overall capacity utilization rate for PCB manufacturers in the second half of 2025 is between 93% and 97%, with optimistic order visibility extending beyond three months for leading manufacturers [6][12] Group 3 - The demand for high-end HDI and multilayer boards is rapidly increasing, with supply constraints and accelerated capacity expansion expected to benefit manufacturers with advanced technology [7][12] - The AI-driven trend is pushing for upgrades in PCB specifications, particularly in consumer electronics and automotive sectors, with a focus on innovations from companies like Apple and OpenAI [8][12] - The market for high-speed CCL is anticipated to grow significantly, with projections of around $8 billion in 2026 and a CAGR of 40% from 2024 to 2027 [9][12] Group 4 - The upstream materials for CCL, including copper foil, resin, and fiberglass cloth, are experiencing significant upgrades and supply tightness, driven by AI demand [10][12] - The equipment sector is expected to benefit from the expansion of PCB production, with high demand for advanced equipment driving rapid growth for domestic manufacturers [11][12] - The overall investment strategy for 2026 suggests focusing on sectors like computing boards, CCL, upstream materials, and domestic equipment manufacturers, as the AI-driven innovation cycle is expected to last longer and create broader market demand [12][12]
方正科技跌2.00%,成交额5.66亿元,主力资金净流出4977.44万元
Xin Lang Cai Jing· 2025-12-25 02:04
Core Viewpoint - Fangzheng Technology's stock has experienced significant growth this year, with a year-to-date increase of 178.36%, indicating strong market performance and investor interest [1]. Group 1: Stock Performance - On December 25, Fangzheng Technology's stock price fell by 2.00% to 12.22 yuan per share, with a trading volume of 5.66 billion yuan and a turnover rate of 1.10%, resulting in a total market capitalization of 522.25 billion yuan [1]. - The stock has seen a 4.18% increase over the last five trading days, a 5.53% increase over the last 20 days, and a 13.67% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" nine times this year, with the most recent appearance on October 28 [1]. Group 2: Financial Performance - For the period from January to September 2025, Fangzheng Technology reported a revenue of 3.398 billion yuan, representing a year-on-year growth of 38.71%, and a net profit attributable to shareholders of 317 million yuan, reflecting a year-on-year increase of 50.81% [2]. - The company has distributed a total of 298 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Fangzheng Technology reached 292,300, an increase of 34.96% from the previous period, while the average number of circulating shares per person decreased by 25.90% to 14,268 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 51.2735 million shares, an increase of 24.5807 million shares from the previous period, while Huaxia Industry Prosperity Mixed A (003567) is a new shareholder with 46.0868 million shares [3].
元件板块12月23日涨0.55%,威尔高领涨,主力资金净流出3.71亿元
Zheng Xing Xing Ye Ri Bao· 2025-12-23 09:01
Market Overview - The component sector increased by 0.55% on December 23, with Weirgao leading the gains [1] - The Shanghai Composite Index closed at 3919.98, up 0.07%, while the Shenzhen Component Index closed at 13368.99, up 0.27% [1] Top Gainers in the Component Sector - Weirshan (301251) closed at 55.01, up 6.96%, with a trading volume of 85,500 shares and a transaction value of 466 million [1] - Qiangda Circuit (301628) closed at 96.10, up 5.41%, with a trading volume of 60,500 shares and a transaction value of 575 million [1] - Jianghai Co., Ltd. (002484) closed at 29.25, up 4.73%, with a trading volume of 480,400 shares and a transaction value of 1.397 billion [1] - Huazheng New Materials (603186) closed at 44.69, up 4.46%, with a trading volume of 79,800 shares and a transaction value of 353 million [1] - Shenghong Technology (300476) closed at 308.00, up 3.44%, with a trading volume of 404,700 shares and a transaction value of 12.491 billion [1] Top Losers in the Component Sector - Junya Technology (603386) closed at 14.80, down 6.51%, with a trading volume of 306,400 shares and a transaction value of 470 million [2] - Gaohua Technology (688539) closed at 42.36, down 4.36%, with a trading volume of 80,700 shares [2] - Dali Cap (301566) closed at 19.00, down 3.75%, with a trading volume of 220,000 shares and a transaction value of 422 million [2] Capital Flow Analysis - The component sector experienced a net outflow of 371 million from main funds, while retail investors saw a net inflow of 471 million [2] - The main funds' net inflow and outflow for specific stocks include: - Shenghong Technology (300476) had a net inflow of 533 million [3] - Jianghai Co., Ltd. (002484) had a net inflow of 82 million [3] - Qiangda Circuit (301628) had a net inflow of 49 million [3]