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超讯通信董事长梁建华:考虑参股智能器件等智算相关企业
Xin Hua Cai Jing· 2026-02-11 00:57
对于受投资者关注的控股股东减持问题,梁建华回应,此前为支持公司业务发展,作为控股股东,他本 人数次质押股权融资,质押比例一度高达70%。减持是为了解决高质押的问题,预计后续股权质押比例 将降至20%左右。 (文章来源:新华财经) 超讯通信是国产GPU制造商沐曦股份的特定行业全国总代理。从2019年起,超讯通信开始推进业务转 型,布局智算业务,经过几年拓展,目前该业务营收占比已达80%。据梁建华介绍,目前超讯通信与国 央企、研究机构都有合作,有大量需求方主动接洽,订单及潜力订单充足,业务推进符合预期。 该公司2025年业绩预告显示,将实现扭亏为盈,归母净利润为3600万元到5400万元,扣除非经常性损益 归母净利润为2100万元到3100万元,主要原因包括公司算力业务在报告期内达到验收条件,从而确认相 关项目的收入和利润。同时,公司加强了应收账款的催收力度,减值损失对利润的影响较去年同期有所 减少。 日前记者采访超讯通信董事长梁建华时获悉,超讯通信后续会持续加大在智算领域的布局,考虑参股平 台软件、智能器件等相关企业,布局更完整的产业生态。 ...
【新华财经独家】超讯通信董事长梁建华:考虑参股智能器件等智算相关企业
Zhong Guo Jin Rong Xin Xi Wang· 2026-02-11 00:49
Core Viewpoint - The company, ChaoXun Communication, plans to increase its investment in the intelligent computing sector by considering equity participation in platform software and smart device companies, aiming for a more complete industrial ecosystem [1] Group 1: Business Transformation and Revenue - Since 2019, the company has been transitioning its business focus towards intelligent computing, with this segment now accounting for 80% of its revenue [1] - The company forecasts a turnaround in profitability by 2025, projecting a net profit attributable to shareholders of between 36 million to 54 million yuan, and a net profit excluding non-recurring items of between 21 million to 31 million yuan [1] - The expected profitability is attributed to the recognition of revenue and profits from its computing power business, which has met acceptance criteria during the reporting period [1] Group 2: Partnerships and Demand - The company has established collaborations with state-owned enterprises and research institutions, leading to a significant influx of demand from various clients [1] - There is a strong pipeline of orders and potential orders, indicating that business development is progressing as anticipated [1] Group 3: Shareholder Actions - In response to investor concerns regarding the reduction of shareholding by the controlling shareholder, it was noted that the shareholder had previously pledged shares to finance business development, with the pledge ratio reaching as high as 70% [1] - The reduction in shareholding is aimed at addressing the high pledge issue, with expectations that the share pledge ratio will decrease to around 20% in the future [1]
超讯通信(603322) - 超讯通信:关于控股股东部分股份解除质押的公告
2026-02-09 11:15
超讯通信股份有限公司(以下简称"公司")于近日获悉控股股东梁建华先 生质押的公司部分股份完成了解除质押,现将相关情况公告如下: | 股东名称 | 梁建华 | | --- | --- | | 本次解质股份 | 5,740,000 股 | | 占其所持股份比例 | 17.78% | | 占公司总股本比例 | 3.64% | | 解质时间 | 2026 年 2 月 5 日 | | 持股数量 | 32,285,000 股 | | 持股比例 | 20.49% | | 剩余被质押股份数量 | 16,860,000 股 | | 剩余被质押股份占其所持股份比例 | 52.22% | | 剩余被质押股份占总股本比例 | 10.70% | 控股股东本次解质的股份暂无后续质押计划,公司将根据相关法律法规要求 及时履行信息披露义务。 证券代码:603322 证券简称:超讯通信 公告编号:2026-006 超讯通信股份有限公司 关于控股股东部分股份解除质押的公告 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。 重要内容提示: 公司控股股东梁建华先 ...
头部模型密集升级+出海表现亮眼!文生视频赛道景气度拉满,成AI应用核心布局方向
Xin Lang Cai Jing· 2026-02-09 10:09
Group 1 - The article discusses the growing trend of AI-generated video content across various industries, highlighting companies leveraging AI technology to enhance content creation and distribution efficiency [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54][55][56][57][58][59][60][61] Group 2 - Companies like 中文在线 and 捷成股份 are utilizing AI to transform scripts and text into video content, thereby reducing production barriers and enhancing IP monetization [1][2] - 万兴科技 and 流金科技 are focusing on AI video generation tools to support various sectors, including e-commerce and broadcasting, indicating a shift towards integrating AI in traditional industries [4][5] - The article emphasizes the potential for significant revenue growth as demand for AI-generated video content surges, with companies like 当虹科技 and 昆仑万维 already seeing rapid growth in their AI-related product revenues [9][10][11]
超讯通信(603322.SH):公司未直接或间接持有沐曦的股权
Ge Long Hui· 2026-01-30 11:53
格隆汇1月30日丨超讯通信(603322.SH)在投资者互动平台表示,公司未直接或间接持有沐曦的股权。公 司作为沐曦核心的合作伙伴,一直以来与沐曦在投资及业务端保持着密切合作,公司持续看好并深耕国 产算力产品及业务布局,努力成为算力行业优秀和伟大的上市公司。 ...
1月29日重要公告一览
Xi Niu Cai Jing· 2026-01-29 03:04
Group 1 - Zhongyuan Expressway (600020) expects a net profit of approximately 612 million yuan for 2025, a decrease of about 30% year-on-year [1] - Bomin Electronics (603936) anticipates a net profit of 15 million to 22 million yuan for 2025, achieving a turnaround from loss to profit compared to the previous year [2] - Fangda Special Steel (600507) forecasts a net profit of 835 million to 998 million yuan for 2025, an increase of 236.9% to 302.67% year-on-year [3] Group 2 - Jiadu Technology (600728) expects a net profit of 160 million to 200 million yuan for 2025, recovering from a loss of 115 million yuan in the previous year [4] - Changyang Technology (688299) predicts a net loss of 116 million to 168 million yuan for 2025 [5] - Zhongzi Technology (688737) anticipates a net loss of 45.24 million to 67.86 million yuan for 2025 [6] Group 3 - Two-sided Needle (600249) expects a net profit of 5 million to 10 million yuan for 2025, a decline of 87.67% to 93.83% year-on-year [7] - Sanrenxing (605168) forecasts a net profit of 181 million to 209 million yuan for 2025, an increase of 46.79% to 69.5% year-on-year [8] - Shubeide (300322) anticipates a net profit of 60 million to 70 million yuan for 2025, recovering from a loss of 64.46 million yuan in the previous year [9] Group 4 - Maoye Commercial (600828) expects a net loss of 201 million to 242 million yuan for 2025 [10] - Hongsheng Huayuan (601096) forecasts a net profit of 348 million to 400 million yuan for 2025, an increase of 51.22% to 73.82% year-on-year [11] - Huafeng Technology (688629) anticipates a net profit of 338 million to 388 million yuan for 2025, achieving a turnaround from loss to profit [12] Group 5 - Aerospace Rainbow (002389) expects a net profit of 25 million to 31 million yuan for 2025, a decrease of 64.84% to 71.65% year-on-year [14] - Shangong Shenbei (600843) predicts a net loss of 120 million to 150 million yuan for 2025, compared to a loss of 244 million yuan in the previous year [15] - Chaoxun Communication (603322) anticipates a net profit of 36 million to 54 million yuan for 2025, achieving a turnaround from loss to profit [16] Group 6 - Guannong Co. (600251) expects a net profit of 330 million to 340 million yuan for 2025, an increase of 61.29% to 66.18% year-on-year [17] - Shandong Steel (600022) forecasts a net profit of around 100 million yuan for 2025, recovering from a loss of 2.891 billion yuan in the previous year [18] - Baili Technology (603959) anticipates a net loss of 140 million to 200 million yuan for 2025 [19] Group 7 - Electric Power Investment Hydropower (600292) expects a net profit of approximately 517 million yuan for 2025, a year-on-year increase of about 1337% [20] - Aibulu (301259) forecasts a net profit of 26 million to 33.8 million yuan for 2025, recovering from a loss of 30.84 million yuan in the previous year [21] - Yipin Hong (300723) announced that its subsidiary received approval for clinical trials of a new drug [22] Group 8 - Meixin Sheng (688458) plans to acquire 100% equity of Xinyan Micro for 160 million yuan [23][24] - Lanshi Heavy Industry (603169) expects a net loss of 370 million to 440 million yuan for 2025, transitioning from profit to loss [25] - Hongyang (000525) anticipates a net loss of 260 million to 390 million yuan for 2025, compared to a profit of 388 million yuan in the previous year [26] Group 9 - Tianzhihang (688277) predicts a net loss of 165 million to 198 million yuan for 2025, with losses expected to widen by 36.22% to 63.46% compared to the previous year [27] - Tongda Co. (002560) announced plans for a major shareholder to reduce holdings by no more than 1% [28] - *ST Chengchang (001270) expects a net profit of 95 million to 124 million yuan for 2025, recovering from a loss of 31.12 million yuan in the previous year [29] Group 10 - Yirui Technology (688301) reported a net profit of 661 million yuan for 2025, a year-on-year increase of 42.15% [30] - Hualitai (001217) anticipates a net loss of 28 million to 38 million yuan for 2025, transitioning from profit to loss [31] - Yunjiji Group (001288) expects a net profit of 220 million to 252 million yuan for 2025, a year-on-year increase of 40% to 60% [32] Group 11 - Heertai (002402) forecasts a net profit of 638 million to 729 million yuan for 2025, an increase of 75% to 100% year-on-year [33] - Shenhao Technology (300853) anticipates a net loss of 185 million to 220 million yuan for 2025, compared to a loss of 238 million yuan in the previous year [34] - Zhongyan Dadi (003001) expects a net profit of 10 million to 15 million yuan for 2025, a decline of 75.97% to 83.98% year-on-year [35] Group 12 - Landai Technology (002765) forecasts a net profit of 180 million to 200 million yuan for 2025, a year-on-year increase of 44.83% to 60.93%, with a non-recurring profit of 140 million to 160 million yuan, an increase of 113.1% to 143.54% [37] - Yingfeite (300582) plans to raise product prices by 5% to 15% starting March 1, 2026, due to rising raw material costs [38] - Lanzhou Bank (001227) plans to distribute 285 million yuan in cash dividends for the 2025 interim profit distribution [39] Group 13 - Wancheng Group (300972) announced plans for shareholders to reduce holdings by no more than 1.27% [40] - *ST Huarong (600421) expects to turn a profit in 2025, with a projected net profit of 6.5 million to 8 million yuan [41] - Jiaheng Home (300955) anticipates a net loss of 29 million to 39 million yuan for 2025, compared to a loss of 23.69 million yuan in the previous year [42] Group 14 - Aide Biology (300685) announced plans for a major shareholder to reduce holdings by no more than 1.22% [43] - Haixia Innovation (300300) expects a net profit of 100 million to 150 million yuan for 2025, a year-on-year increase of 1660.56% to 2540.85% [44]
超讯通信股份有限公司2025年度业绩预盈公告
Shang Hai Zheng Quan Bao· 2026-01-28 19:02
证券代码:603322 证券简称:超讯通信 公告编号:2026-005 超讯通信股份有限公司2025年度业绩预盈公告 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。 重要内容提示: ● 业绩预告的具体适用情形:预计2025年净利润实现扭亏为盈。 ● 预计2025年度实现归属于母公司所有者的净利润为3,600万元到5,400万元。 ● 预计2025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2,100万元到3,100万元。 一、本期业绩预计情况 (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 经财务部门初步测算,预计2025年度实现归属于母公司所有者的净利润为3,600万元到5,400万元,与上 年同期相比,将实现扭亏为盈。 预计2025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2,100万元到3,100万元,与上年 同期相比,将实现扭亏为盈。 (三)本期业绩预告情况未经注册会计师审计。 二、上年同期经营业绩和财务状况 (二)每股收益:-0.39元。 三、本期业绩 ...
超讯通信(603322.SH)发预盈,预计2025年度归母净利润3600万元到5400万元
智通财经网· 2026-01-28 12:57
本期业绩预告的主要原因:(一)公司算力业务在报告期内达到验收条件,公司对相关项目业务的收入和 利润进行了确认;(二)公司强化了应收账款的催收力度,加强回款管理工作。报告期内,减值损失对利润 的不利影响相较去年同期有所减少。 超讯通信(603322.SH)发布2025年度业绩预盈公告,预计2025年度实现归属于母公司所有者的净利润为 3,600万元到5,400万元。 ...
超讯通信发预盈,预计2025年度归母净利润3600万元到5400万元
Zhi Tong Cai Jing· 2026-01-28 12:52
本期业绩预告的主要原因:(一)公司算力业务在报告期内达到验收条件,公司对相关项目业务的收入和 利润进行了确认;(二)公司强化了应收账款的催收力度,加强回款管理工作。报告期内,减值损失对利润 的不利影响相较去年同期有所减少。 超讯通信(603322)(603322.SH)发布2025年度业绩预盈公告,预计2025年度实现归属于母公司所有者 的净利润为3,600万元到5,400万元。 ...
超讯通信:预计2025年度净利润为3600万元到5400万元
Ge Long Hui· 2026-01-28 10:18
格隆汇1月28日丨超讯通信(603322.SH)公布,经财务部门初步测算,预计2025年度实现归属于母公司所 有者的净利润为3,600万元到5,400万元,与上年同期相比,将实现扭亏为盈。预计2025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2,100万元到3,100万元,与上年同期相比,将实现扭亏为 盈。 ...