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涉“商业航天”、“AI应用”概念,两公司被上交所予以监管警示
Di Yi Cai Jing Zi Xun· 2026-01-13 12:44
公司相关行为违反了《上海证券交易所股票上市规则》(以下简称《股票上市规则》)第1.4条,《上海证 券交易所上市公司自律监管指引第1号——规范运作》第7.1.1条、第7.5.3条、第7.5.4条等有关规定。责 任人方面,时任董事会秘书侯志平作为公司信息披露事务的具体负责人,未能勤勉尽责,对公司上述违 规行为负有责任。上交所决定,对中电科数字技术股份有限公司及时任董事会秘书侯志平予以监管警 示。 上交所发布关于对中电科数字技术股份有限公司及有关责任人予以监管警示的决定。当前市场对于"商 业航天""卫星""AI应用"等相关概念高度关注,对公司股价和投资者决策可能产生较大影响,公司发布 相关信息尤其应当审慎、准确、客观,并充分提示不确定性风险,避免对投资者产生误导。 公司在投资者关系活动记录表中披露的内容未能准确反映公司卫星通信产品、AI产品的发展阶段、销 售规模及对公司整体经营情况的影响,也未就未来发展存在的不确定性等情况充分提示风险,经监管督 促才发布公告予以说明,信息披露不准确、不完整,风险提示不充分,可能对投资者决策产生误导。 1月13日晚间,上交所官网披露两条监管警示决定,分别涉及电科数字、 杭萧钢构两家上 ...
涉“商业航天”、“AI应用”概念,两公司被上交所予以监管警示
第一财经· 2026-01-13 12:29
1月13日晚间,上交所官网披露两条监管警示决定,分别涉及电科数字、 杭萧钢构两家上市公司 。 | 证券代码 | 证券简称 | 监管类型 | 处理事由 | 涉及对象 | | --- | --- | --- | --- | --- | | 600477 | 杭萧钢构 | 监管警示 | 关于对杭萧钢构股份有限公司及有关责任人予以监管警示的决定 | 上市公司,董秘 | | 600850 | 电科数字 | 监管警示 | 关于对中电科数字技术股份有限公司及有关责任人予以监管警示 什么心 | 上市公司,董秘 | ▍电科数字 上交所发布关于对中电科数字技术股份有限公司及有关责任人予以监管警示的决定。当前市场对于"商 业航天""卫星""AI应用"等相关概念高度关注,对公司股价和投资者决策可能产生较大影响,公司发布 相关信息尤其应当审慎、准确、客观,并充分提示不确定性风险,避免对投资者产生误导。 公司在投资者关系活动记录表中披露的内容未能准确反映公司卫星通信产品、AI产品的发展阶段、销售 规模及对公司整体经营情况的影响,也未就未来发展存在的不确定性等情况充分提示风险,经监管督促 才发布公告予以说明,信息披露不准确、不完整,风险提 ...
1月13日重要公告一览
Xi Niu Cai Jing· 2026-01-13 02:34
Group 1 - Weiteou signed a strategic cooperation agreement with Qiteng Robotics to focus on safety upgrades in high-risk industries, leveraging new materials and robotics [1] - Dongfang Caifu's subsidiary received approval from the CSRC to issue subordinate bonds totaling up to 20 billion yuan [2] - Haibo Zhongke's controlling shareholder plans to reduce holdings by up to 2.98% of the company's shares [3] Group 2 - Shengyang Technology's subsidiary FTA is expanding into the foreign satellite internet terminal business, which is still in the early commercialization stage [4] - Cangge Mining expects a net profit increase of 43.41%-53.1% for 2025, projecting a profit of 3.7-3.95 billion yuan [5] - Jinlongyu plans to invest approximately 1.2 billion yuan to build a production line for solid-state batteries with an annual capacity of 2 GWh [6] Group 3 - Shengda Resources intends to acquire a 55% stake in Guangxi Laibin Jinshi Mining for 269.5 million yuan [7] - Zhifei Biological's CA111 injection has entered Phase I clinical trials, targeting diabetes and weight loss treatment [8] - Qusleep Technology's specific shareholders plan to reduce their holdings by up to 2.58% of the company's shares [9] Group 4 - Innovation Medical's subsidiary has a product expected to generate revenue of 114,000 yuan in 2025 [11] - Blue Ocean Cursor noted that AI-driven revenue currently constitutes a small portion of overall revenue [12] - *ST Yanshi anticipates a loss for the 2025 fiscal year, with revenue expected to be below 300 million yuan [13] Group 5 - ST Yishite will lift risk warnings and change its stock name, resuming trading on January 14 [14] - Shaoyang Hydraulic clarified that its products do not directly serve commercial aerospace clients [15] - Boss Electric plans to invest 100 million yuan in Youte Smart Kitchen to deepen strategic cooperation [16] Group 6 - Guo An Da's controlling shareholder plans to reduce holdings by up to 3% of the company's shares [17] - *ST Mingjia has lifted the delisting risk warning following the completion of its restructuring plan [18] - Haixiang Pharmaceutical signed an innovative drug cooperation agreement with Wanbangde Pharmaceutical [19] Group 7 - Palm Holdings plans to transfer stakes in two project companies for debt compensation, amounting to 258 million yuan [20] - Bohai Leasing's subsidiary Avolon is projected to have a fleet of 1,132 aircraft by the end of 2025 [21] - Zhenyou Technology reported that satellite internet revenue accounted for approximately 7.15% of total revenue in the first three quarters of 2025 [22] Group 8 - Blue Arrow Electronics intends to acquire at least 51% of Chengdu Xinyi Technology [23] - Shunhao Co. stated that its investment in Tianshu Chuangxin will have a minimal impact on its 2025 performance [24][25] - Baichuan Co.'s deputy general manager plans to reduce holdings by up to 0.65% of the company's shares [26] Group 9 - Zhewen Interconnect reported that its GEO business has not yet formed a mature profit model [27] - XW Communication's controlling shareholder plans to reduce holdings by up to 1% of the company's shares [28] - Electric Science Digital indicated that its satellite communication products are not its main business [29] Group 10 - Bojun Technology expects a net profit increase of 35%-65% for 2025, projecting a profit of 828-1,012 million yuan [30] - Rongchang Bio signed a licensing agreement for the RC148 drug with AbbVie, with an initial payment of 650 million USD [31] - Guoxin Technology's state investment fund plans to reduce holdings by up to 2.37% of the company's shares [32] Group 11 - Hengxuan Technology's controlling shareholder plans to reduce holdings by up to 3% of the company's shares [33][34] - *ST Chengchang announced a stock suspension for investigation due to abnormal trading [35] - Zhongji Xuchuang's subsidiary plans to issue warrants to incentivize its core team [36] Group 12 - Zhuoshengwei expects a net loss of 255-295 million yuan for 2025 [37] - Pingtan Development anticipates a loss for the 2025 fiscal year [38] - Nanjing Bank's major shareholder increased its stake by 123.472 million shares [39] Group 13 - Jingao Technology expects a net loss of 4.5-4.8 billion yuan for 2025 [40] - Mingyang Smart plans to acquire control of Dehua Company, with stock suspension [41] - Vanadium Titanium Co. anticipates a loss for the 2025 fiscal year [42][43] Group 14 - Tianzhihang announced a delay in its "Smart Medical Center Construction Project" [44]
中电科数字技术股份有限公司关于股票交易风险提示公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:600850 证券简称:电科数字 公告编号:临2026-001 中电科数字技术股份有限公司关于股票交易风险提示公告 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: ● 近期,中电科数字技术股份有限公司(以下简称"公司")关注到公司股票被纳入"商业航天"、"人工 智能"概念,经核实,公司目前主营业务包括数字化产品、行业数字化、数字新基建三大业务板块,未 发生重大变化。 2、公司前期未开展商业航天业务,2025年研制了智能计算、星载通信等少量卫星通信产品,2025年该 业务订单约390万元,占公司整体业务比重不足0.1%,该业务非公司主营业务,后续发展有较大不确定 性。 3、在AI产品和应用方面,公司前期投资者交流记录提到的进入量产阶段的AI产品为公司研制的国产智 能推理终端产品,目前该产品处于小批量交付阶段,未形成大规模销售,2025年订单约1000万元。公司 的智弈智能体系统等产品及AI应用服务业务2025年订单约3000万元,目前处于市场推广阶段,尚 ...
商业航天概念再度爆发,近20家公司最新回应→
第一财经· 2026-01-12 15:17
Core Viewpoint - The commercial aerospace sector remains active, with multiple stocks experiencing significant movements, but many companies clarify that they do not engage in commercial aerospace-related businesses [1] Group 1: Companies Not Involved in Commercial Aerospace - Aerospace Engineering explicitly states it does not engage in commercial aerospace or related businesses, and its shareholder reduction plan is not yet fully implemented [2] - Northern Navigation confirms it has no relevant business in commercial aerospace and has not received related orders [2] - Star Ring Technology indicates it does not actually conduct commercial aerospace business and has no connection with Shanghai Star Ring Energy Technology Co., Ltd [2] - Aerospace Longfeng currently does not engage in brain-computer interface or commercial aerospace-related businesses [2] - Aerospace Power's main business does not involve commercial aerospace, focusing instead on processing rocket engine components [2] Group 2: Companies with Minimal Involvement in Commercial Aerospace - *ST Chengchang notes that the commercial aerospace industry is in its early stages, with no significant changes to the company's fundamentals [2] - XinKe Mobile reports that revenue from the satellite internet sector accounts for approximately 2% to 3% of total revenue, having no major impact on performance [2] - Huayin Technology primarily engages in the production and sales of special functional materials and is exploring aerospace component processing [2] - Aerospace Hongtu's main business is still in the satellite application phase [2] - ZhiMingDa has approximately 20 million yuan in embedded computing orders related to commercial aerospace, representing 4.8% of its total [2] Group 3: Companies with Limited Commercial Aerospace Revenue - Platinum Specialties indicates that commercial aerospace contributes minimally to total revenue [2] - Haoneng Co., Ltd. states that its aerospace component business, including valves and sheet metal products, generates very small revenue [2] - Zhongke Xingtou mentions that the stock price increase is not supported by actual performance in commercial aerospace, indicating a significant disconnect from fundamentals [2] - Aerospace Morning Light's main business involves special equipment and specialized vehicle modifications, with no expected major changes in revenue structure in the short term [2] - Electric Science Digital has not previously engaged in commercial aerospace, with satellite communication products accounting for less than 0.1% of overall business [2] - Zhongheng Design has won bids for some high-end manufacturing base design projects in commercial aerospace, but individual project contract amounts are small [2]
电科数字(600850) - 中电科数字技术股份有限公司关于股票交易风险提示公告
2026-01-12 13:17
证券代码:600850 证券简称:电科数字 公告编号:临 2026-001 中电科数字技术股份有限公司 关于股票交易风险提示公告 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。 公司于2025年10月30日披露了《2025年第三季度报告》。2025年前三季度公 司实现归属于上市公司股东的净利润254,827,589.58元,同比减少15.68%。敬请 广大投资者注意二级市场交易风险,理性决策,审慎投资。 二、媒体报道、市场传闻、热点概念情况 重要内容提示: 近期,中电科数字技术股份有限公司(以下简称"公司")关注到公司 股票被纳入"商业航天"、"人工智能"概念,经核实,公司目前主营业务包括 数字化产品、行业数字化、数字新基建三大业务板块,未发生重大变化。 公司前期未开展商业航天业务,2025年研制了智能计算、星载通信等少量卫 星通信产品,2025年该业务订单约390万元,占公司整体业务比重不足0.1%,该 业务非公司主营业务,后续发展有较大不确定性。 在AI产品和应用方面,公司前期投资者交流记录提到的进入量产阶段的AI 产品为 ...
电科数字(600850.SH):智弈智能体系统等产品及AI应用服务业务2025年订单约3000万元,目前处于市场推广阶段,尚未形成大规模销售
Ge Long Hui A P P· 2026-01-12 13:15
在AI产品和应用方面,公司前期投资者交流记录提到的进入量产阶段的AI产品为公司研制的国产智能 推理终端产品,目前该产品处于小批量交付阶段,未形成大规模销售,2025年订单约1000万元。公司的 智弈智能体系统等产品及AI应用服务业务2025年订单约3000万元,目前处于市场推广阶段,尚未形成 大规模销售。上述业务2025年订单约4000万元,占公司整体业务比重不足1%,对公司经营业绩不构成 重大影响,未来发展存在不确定性。 格隆汇1月12日丨电科数字(600850.SH)公布,公司关注到公司股票被纳入"商业航天"、"人工智能"概 念,经核实,公司目前主营业务包括数字化产品、行业数字化、数字新基建三大业务板块,未发生重大 变化。公司前期未开展商业航天业务,2025年研制了智能计算、星载通信等少量卫星通信产品,2025年 该业务订单约390万元,占公司整体业务比重不足0.1%,该业务非公司主营业务,后续发展有较大不确 定性。 ...
电科数字:前期未开展商业航天业务,国产智能推理终端产品未形成大规模销售
Xin Lang Cai Jing· 2026-01-12 13:15
电科数字发布异动公告,公司关注到公司股票被纳入"商业航天"、"人工智能"概念,经核实,公司目前 主营业务包括数字化产品、行业数字化、数字新基建三大业务板块,未发生重大变化。公司前期未开展 商业航天业务,2025年研制了智能计算、星载通信等少量卫星通信产品,2025年该业务订单约390万 元,占公司整体业务比重不足0.1%,该业务非公司主营业务,后续发展有较大不确定性。在AI产品和 应用方面,公司前期投资者交流记录提到的进入量产阶段的AI产品为公司研制的国产智能推理终端产 品,目前该产品处于小批量交付阶段,未形成大规模销售,2025年订单约1000万元。公司的智弈智能体 系统等产品及AI应用服务业务2025年订单约3000万元,目前处于市场推广阶段,尚未形成大规模销 售。上述业务2025年订单约4000万元,占公司整体业务比重不足1%,对公司经营业绩不构成重大影 响,未来发展存在不确定性。 ...
电科数字:智能计算、星载通信等卫星通信产品占公司整体业务比重不足0.1% AI应用服务产品未形成大规模销售
Mei Ri Jing Ji Xin Wen· 2026-01-12 13:10
每经AI快讯,1月12日,电科数字(600850)(600850.SH)发布股票交易风险提示公告,公司关注到股票 被纳入"商业航天"、"人工智能"概念,经核实,公司目前主营业务包括数字化产品、行业数字化、数字 新基建三大业务板块,未发生重大变化。公司前期未开展商业航天业务,2025年研制了智能计算、星载 通信等少量卫星通信产品,2025年该业务订单约390万元,占公司整体业务比重不足0.1%,该业务非公 司主营业务,后续发展有较大不确定性。在AI产品和应用方面,公司前期投资者交流记录提到的进入 量产阶段的AI产品为公司研制的国产智能推理终端产品,目前该产品处于小批量交付阶段,未形成大 规模销售,2025年订单约1000万元。公司的智弈智能体系统等产品及AI应用服务业务2025年订单约 3000万元,目前处于市场推广阶段,尚未形成大规模销售。上述业务2025年订单约4000万元,占公司整 体业务比重不足1%,对公司经营业绩不构成重大影响,未来发展存在不确定性。 ...
ETF盘中资讯|冲击12连阳!DeepSeek V4有望春节发布,大数据ETF华宝(516700)暴拉4%,易点天下二连板,股价再创新高!
Sou Hu Cai Jing· 2026-01-12 02:16
太强了!今日(1月12日)AI应用端继续狂飙,聚焦数据技术、数据安全领域的大数据ETF华宝(516700)场内价格暴拉4.23%,冲击日线12连阳! | 序号 | 名称 | 涨跌幅 | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 易点天下 | 19.47% | | 传媒 | 广告营销 | 营销代理 | 2971Z | 34.40亿 | | 2 | 中刻是图 | 12.40% | man | 计算机 | IT服务II | IT服务Ⅲ | 26665 | 8.83亿 | | 3 | 中国长城 | 9.99% | 1 | 计算机 | 计算机设备 | 其他计算机设备 | 536亿 | 16.44亿 | | 4 | 税友股份 | 9.91% | House of | 计算机 | IT服务II | ■ IT服务Ⅲ | 317亿 | 3.60亿 | | 5 | 拓尔思 | 9.53% | 11 -- | 计算机 | 软件开发 | 垂直应用软件 | 211亿 ...