证券代码：603019 证券简称：中科曙光 公告编号：2026-008 曙光信息产业股份有限公司 关于计提 2025 年度资产减值准备的公告 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个别及连带责任。 特别提示： 本次计提资产减值准备的金额是公司财务部门的初步核算数据，未经会 计师事务所审计。具体减值项目及金额以公司 2025 年度经审计的财务报告为准， 公司将根据相关法律法规要求及时履行信息披露义务。敬请广大投资者注意投 资风险。 一、本次计提资产减值准备情况概述 为客观反映公司2025年度的财务状况和经营成果，根据《企业会计准则》等 相关规定，基于谨慎性原则，公司对有关资产进行预期信用损失评估，同时对可 能出现减值迹象的相关资产进行了减值测试。经评估测试，2025年度公司因上述 事项拟计提资产减值准备合计32,887.03万元，具体情况如下： 单位：人民币万元 | 计提项目 | 计提金额（未经审计） | 上年同期（经审计） | | --- | --- | --- | | 应收账款、其他应收款、应收 票据及合同资产 | 15,79 ...

证券代码：603019 证券简称：中科曙光 公告编号：2026-009 曙光信息产业股份有限公司 2025 年度业绩快报公告 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个别及连带责任。 特别提示： 本公告所载 2025 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 年度报告中披露的数据为准，提请投资者注 意投资风险。 一、2025年度主要财务数据和指标 单位：人民币元 | 项目 | 本报告期 | 增减变动幅度 上年同期 | | | --- | --- | --- | --- | | | | （％） | | | 营业总收入 | 14,970,101,263.26 | 13,147,685,135.79 | 13.86 | | 营业利润 | 2,450,986,348.23 | 2,287,312,195.23 | 7.16 | | 利润总额 | 2,448,481,523.33 | 2,290,572,684.71 | 6.89 | | 归属于上市公司股东的净利 润 | 2,112,663,158. ...

中科曙光公告称，2025年度公司实现营业收入149.70亿元，较上年同期增长13.86%；归属于上市公司股 东的净利润21.13亿元，同比增长10.54%；归属于上市公司股东的扣除非经常性损益的净利润17.85亿 元，同比增长30.17%。这主要得益于公司持续优化产品结构、提供多样化高质量解决方案及提升运营 效率。公告提醒，上述数据为初步核算，未经审计，可能与年报数据有差异，差异预计不超20%。 ...

中科曙光晚间公告，2025年度实现营业收入149.7亿元，同比增长13.86%；净利润21.13亿元，同比增长 10.54%。报告期内，公司实现营业收入149.7亿元，较上年同期增长13.86%，归属于上市公司股东净利 润21.13亿元，比上年同期增长比率为10.54%，归属于上市公司股东的扣除非经常性损益的净利润17.85 亿元，比上年同期增长比率为30.17%，主要为公司通过持续优化产品结构、为客户提供多样化、高质 量的解决方案，不断提升运营效率，保持经营业绩增长。 （文章来源：第一财经） ...

中科曙光晚间公告，2025年度实现营业收入149.7亿元，同比增长13.86%；净利润21.13亿元，同比增长 10.54%。报告期内，公司实现营业收入149.7亿元，较上年同期增长13.86%，归属于上市公司股东净利 润21.13亿元，比上年同期增长比率为10.54%，归属于上市公司股东的扣除非经常性损益的净利润17.85 亿元，比上年同期增长比率为30.17%，主要为公司通过持续优化产品结构、为客户提供多样化、高质 量的解决方案，不断提升运营效率，保持经营业绩增长。 ...

中科曙光信息产业成都有限公司，成立于2016年，位于成都市，是一家以从事研究和试验发展为主的企 业。企业注册资本20000万人民币。通过天眼查大数据分析，中科曙光信息产业成都有限公司参与招投 标项目22次，专利信息194条，此外企业还拥有行政许可5个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 国家知识产权局信息显示，曙光信息产业（北京）有限公司、曙光信息产业股份有限公司、中科曙光信 息产业成都有限公司取得一项名为"清洗装置及清洗方法"的专利，授权公告号CN117943341B，申请日 期为2023年12月。 天眼查资料显示，曙光信息产业（北京）有限公司，成立于2001年，位于北京市，是一家以从事科技推 广和应用服务业为主的企业。企业注册资本47500万人民币。通过天眼查大数据分析，曙光信息产业 （北京）有限公司共对外投资了6家企业，参与招投标项目1235次，专利信息1738条，此外企业还拥有 行政许可12个。 曙光信息产业股份有限公司，成立于2006年，位于天津市，是一家以从事计算机、通信和其他电子设备 制造业为主的企业。企业注册资本1463 ...

Group 1: Macro Insights - The report discusses how AI deflation and balance sheet reduction could reshape asset pricing logic, emphasizing the uncertainty surrounding the Federal Reserve's future policy direction [1][6][7] - It highlights the potential impact of reducing the Fed's balance sheet on dollar asset prices and the importance of maintaining central bank independence [1][6][7] Group 2: Company Analysis - Huahong Semiconductor (688347.SH) - Huahong is projected to achieve revenues of 183.83 billion, 246.57 billion, and 284.07 billion CNY for 2025-2027, with net profits of 6.74 billion, 7.78 billion, and 11.29 billion CNY respectively [2][12] - The company is positioned as a leader in mature process semiconductor manufacturing, benefiting from the global semiconductor industry's recovery [12][13] - Huahong's expansion plans include the ramp-up of FAB9 and the integration of FAB5, which is expected to enhance future growth potential [12][14] Group 3: Company Analysis - Valiant Bio (9887.HK) - Valiant Bio focuses on three core technology platforms targeting oncology and autoimmune diseases, with significant clinical trials underway [3][16] - Revenue forecasts for 2025-2027 are 175.0 million, 196.0 million, and 200.8 million HKD, with a projected increase in profitability as clinical data catalysts emerge [3][16][17] Group 4: Company Analysis - Ningbo Huaxiang (002048.SZ) - Ningbo Huaxiang is expected to see net profits of 5.19 billion, 16.10 billion, and 17.56 billion CNY from 2025 to 2027, with a target market value of 402.39 billion CNY by 2026 [4][18] - The company is expanding into the humanoid robot sector and is anticipated to improve profitability following the divestment of European assets [18][19] Group 5: Industry Insights - Hotel and Catering - The report indicates a significant increase in travel and service consumption during the 2026 Spring Festival, with domestic tourism expected to reach 520 million trips, a 3.8% increase year-on-year [25][26] - The catering sector is benefiting from increased customer flow, particularly in first-tier cities, with notable growth in restaurant bookings and sales during the holiday period [26][27] Group 6: Industry Insights - Gas Turbine - The gas turbine industry is experiencing robust demand, with Siemens Energy reporting record order volumes and plans to increase production capacity significantly by 2027 [29][30][31] - Major companies like GE and Mitsubishi Heavy Industries are also reporting substantial order growth, indicating a strong market outlook for gas turbines [30][31][32] Group 7: Industry Insights - Tooling Industry - The report highlights a rapid increase in tungsten carbide prices, benefiting leading domestic tooling companies amid supply constraints and rising demand in high-value sectors [35][36][37] - The Chinese government's export controls on tungsten resources are expected to further enhance the competitive position of domestic tooling manufacturers [35][37]

2月24日，人工智能AIETF（515070）开盘涨1.28%，报2.055元。人工智能AIETF（515070）重仓股方 面，中际旭创开盘涨2.07%，新易盛涨0.52%，寒武纪涨1.39%，澜起科技涨3.27%，中科曙光涨1.96%， 科大讯飞涨2.24%，海康威视涨0.62%，豪威集团涨1.02%，金山办公涨0.23%，浪潮信息涨0.87%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 人工智能AIETF（515070）业绩比较基准为中证人工智能主题指数收益率，管理人为华夏基金管理有限 公司，基金经理为李俊，成立（2019-12-09）以来回报为102.02%，近一个月回报为-3.29%。 ...

Core Viewpoint - The stock of Zhiyun (02513) opened high and continued to rise, currently up 22.05% at 620 HKD, with a trading volume of 647 million HKD, indicating strong market interest and positive sentiment towards the company's recent developments [6]. Group 1: Company Developments - Zhiyun has integrated its GLM-5 model and Alibaba's Qwen3.5 model into the SothisAI platform, enhancing the construction and operation processes of enterprise AI platforms [6]. - The "Taichu Yuqi" project has completed deep adaptation work for several mainstream domestic open-source large models, including Zhiyun's GLM-5.0 and Alibaba's Qwen3.5-397B-A17B [6]. Group 2: Pricing Strategy - On February 12, Zhiyun announced a price increase of "at least 30%" for its GLM Coding Plan subscription, reflecting a shift in industry pricing logic as overseas cloud vendors also raised prices [6]. - Guolian Minsheng Securities noted that the price increase of Zhiyun's GLM Coding Plan indicates a change in the pricing logic of the industry, where the consumption of inference becomes a production resource, allowing model vendors to convert "computing power scarcity" into gross profit and cash flow through tiered pricing and subscription products [6].

Core Viewpoint - The stock of Zhiyu (02513) opened over 5% higher and is currently up 5.12%, trading at 534 HKD with a transaction volume of 24.6174 million HKD, indicating positive market sentiment following recent developments in AI technology integration and pricing strategies [1] Group 1: Company Developments - Zhiyu has integrated the Zhiyu GLM-5 and Alibaba Qwen3.5 large models into its AI platform, enhancing the construction and operational processes for enterprise AI [1] - The company announced a price increase of at least 30% for its GLM Coding Plan subscription, reflecting a shift in industry pricing logic as cloud service providers have also raised their prices [1] Group 2: Industry Insights - The recent price adjustments in the AI sector suggest that computational resources are becoming a critical production factor, allowing model providers to convert "computational scarcity" into gross profit and cash flow through tiered pricing and subscription models [1]