Market Overview - The computer equipment sector experienced a decline of 1.1% on January 29, with ZhenTong Electronics leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable gainers in the computer equipment sector included: - RuiMing Technology (002970) with a closing price of 60.91, up 10.01% and a trading volume of 171,800 shares, totaling 1.044 billion yuan [1] - MeiAnSen (300275) closed at 13.69, up 3.79% with a trading volume of 243,300 shares, totaling 330 million yuan [1] - Major decliners included: - ZhenTong Electronics (002197) closed at 8.70, down 6.25% with a trading volume of 300,200 shares, totaling 270 million yuan [2] - YuTong Optics (300790) closed at 27.05, down 6.08% with a trading volume of 184,400 shares, totaling 510 million yuan [2] Capital Flow - The computer equipment sector saw a net outflow of 1.766 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.293 billion yuan [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - RuiMing Technology (002970) had a net inflow from institutional investors of 1.75 billion yuan, while retail investors saw a net outflow of 34.85 million yuan [3] - New大陆 (000997) experienced a net inflow of 68.71 million yuan from institutional investors, but a significant outflow of 648.16 million yuan from retail investors [3] - MeiAnSen (300275) had a net inflow of 30.47 million yuan from institutional investors, with a slight net inflow from retail investors of 51,370 yuan [3]

Core Viewpoint - Chunzhong Technology (603516.SH) has experienced two consecutive trading halts, reflecting a significant decline in stock performance due to disappointing financial forecasts and underperformance in its core business, particularly in the liquid cooling segment [2][3][4]. Financial Performance - For the fiscal year 2025, Chunzhong Technology anticipates a revenue decline of over 20%, with projected revenue between 3.5 billion to 3.7 billion yuan, a decrease of approximately 25.25% to 29.29% year-on-year [6][7]. - The company expects a substantial increase in net profit attributable to shareholders, estimated between 265 million to 290 million yuan, representing a year-on-year growth of 208.86% to 238.00% [7]. - However, the company forecasts a non-recurring net profit loss exceeding 29 million yuan, a decline of over 100 million yuan compared to the previous year, indicating a significant drop of 139.57% to 149.12% [7]. Business Segment Analysis - The liquid cooling business, which was previously a market focus, has seen a drastic revenue drop of approximately 95% due to material changes and product iterations from major clients [6][7]. - Chunzhong Technology's traditional audiovisual business has also underperformed, with new orders declining year-on-year, contributing to the overall revenue drop [6][7]. Investment Gains - The company's substantial net profit growth is primarily attributed to investment gains from its stake in Muxi Co., which has yielded significant returns, contributing approximately 3.03 billion yuan to the net profit for 2025 [8]. - As of the end of 2025, Chunzhong Technology holds about 854,300 shares of Muxi Co., with a market value of approximately 496 million yuan, reflecting a substantial unrealized gain [8]. Historical Context - Chunzhong Technology's stock price surged from around 34.91 yuan per share in July 2025 to a peak of 267.60 yuan per share in January 2026, marking a cumulative increase of 664.57% within six months [5][6]. - Despite previous growth, the company's net profit has faced a downward trend from 2019 to 2023, with a slight recovery in 2024, indicating ongoing challenges in maintaining profitability [9].

Core Viewpoint - Chunzhong Technology (603516.SH) has experienced two consecutive trading halts, reflecting a significant decline in its stock price due to disappointing performance in its core business and a sharp drop in revenue from its liquid cooling segment [2][4][11]. Financial Performance - For the fiscal year 2025, Chunzhong Technology anticipates a revenue decline of over 20%, with projected revenue between 3.5 billion to 3.7 billion yuan, a decrease of approximately 25.25% to 29.29% year-on-year [10][12]. - The company expects a substantial increase in net profit attributable to shareholders, estimated between 265 million to 290 million yuan, representing a year-on-year growth of 208.86% to 238.00% [12]. - However, the company forecasts a non-recurring net profit loss exceeding 29 million yuan, a decline of approximately 139.57% to 149.12% compared to the previous year [12]. Business Segment Analysis - The liquid cooling business, which was previously a market focus, has underperformed significantly, with AI-related revenue plummeting by around 95% due to material changes and product iterations from overseas clients [10][11]. - Chunzhong Technology's traditional professional audio-visual business has also faced challenges, with new orders declining year-on-year [10][12]. Market Reaction - Following the release of the annual performance forecast, Chunzhong Technology's stock was locked at the daily limit down for two consecutive days, with significant sell orders amounting to 17.12 billion yuan on January 28 [4][5]. - The stock price peaked at 267.60 yuan per share on January 13, 2026, but has since retraced by 25.41% to close at 199.60 yuan on January 26, 2026 [9][10]. Investment Insights - The substantial increase in net profit is primarily attributed to investment gains from Muxi Co., with an estimated fair value change income of approximately 356 million yuan expected to impact the net profit positively [13]. - Despite the promising investment returns, the core business performance remains under pressure, indicating potential challenges ahead for Chunzhong Technology in maintaining sustainable growth [14].

证券代码：603516 证券简称：淳中科技 公告编号：2026-003 北京淳中科技股份有限公司 股票交易异常波动公告 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: 北京淳中科技股份有限公司（以下简称"公司"）股票于 2026 年 1 月 26 日、1 月 27 日、1 月 28 日连续三个交易日内收盘价格跌幅偏离值累计达到 20%， 属于《上海证券交易所交易规则》规定的股票交易异常波动情形。 经公司自查并向控股股东及实际控制人核实，截至本公告披露日，不存 在应披露而未披露的重大信息。敬请广大投资者理性投资，注意投资风险。 一、股票交易异常波动的具体情况 公司股票交易连续三个交易日（2026 年 1 月 26 日、1 月 27 日、1 月 28 日） 内收盘价格跌幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的有关 规定，属于股票交易异常波动情形。 二、公司关注并核实的情况 （一）生产经营情况 经公司自查，公司目前生产经营正常，主营业务未发生变化。市场环境、行 业政策未发生重大调整，内部生产经 ...

Market Overview - The computer equipment sector experienced a decline of 0.56% on January 28, with Chunzhong Technology leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Top Performers - Xiling Information (300588) saw a significant increase of 14.78%, closing at 28.27 with a trading volume of 167,200 shares and a transaction value of 443 million [1] - Other notable gainers included: - Xuanji Information (300324) up 3.98% to 6.53 with a trading volume of 1,756,700 shares [1] - Haohan Depth (688292) up 3.96% to 32.52 with a transaction value of 577 million [1] - Tongfang Co., Ltd. (600100) up 3.96% to 9.46 with a transaction value of 2.293 billion [1] Underperformers - Chunzhong Technology (603516) fell by 10.00%, closing at 161.68 with a trading volume of 11,000 shares and a transaction value of 177 million [2] - Other significant decliners included: - Weihong Co., Ltd. (300508) down 7.27% to 41.47 [2] - ST Yingfeituo (002528) down 5.08% to 2.43 [2] - Wanji Technology (300552) down 4.30% to 32.01 with a transaction value of 327 million [2] Capital Flow - The computer equipment sector saw a net outflow of 1.09 billion from institutional investors, while retail investors contributed a net inflow of 571 million [2] - Notable capital flows included: - Tongfang Co., Ltd. (600100) with a net inflow of 1.30 billion from institutional investors [3] - Aerospace Intelligent Equipment (300455) with a net inflow of 75.97 million [3] - Haikan Vision (002415) with a net inflow of 72.70 million [3]

6分钟前:来自Android $淳中科技(SH603516)$ 兄弟们都别挂单了 到时候融资盘 [c] 转发 1月28日，A股三大指数早间小幅高开，随后陷入震荡。截至发稿，上证指数涨0.2%，深证成指、创业板指翻绿。 盘面上，上午贵金属、半导体芯片、石油天然气等板块走强，黄金概念股再掀涨停潮，先进封装、汽车芯片、存储器等概念股纷纷大涨；稀土、光伏、锂电 等概念股不振；前期大牛股淳中科技，连续两日跌停。 大牛股淳中科技连续两日跌停 1月28日，淳中科技在竞价阶段即跌停，报161.68元/股，跌幅为10%，连续两日跌停。截至发稿，淳中科技仍保持一字跌停状态，卖一超12万手，成交额仅 8588万元。 大量股民喊话称："挂着也卖不出""全是套牢盘""放弃幻想"。 1 6分钟前·来自HarmonyOS $淳中科技(SH603516)$ 真心建议大家都撤单,挂着也卖 逻辑是什么，想卖这样也卖不出，都便宜外面想进来的人 cc 转发 星 4分钟前·来自Android $淳中科技(SH603516)$ 庄股牛呀,今天也开不了板了。大家放弃幻想吧,能跑! 【 转发 = ■ 少- 4分钟前·来自Android $淳中科技(SH60 ...

Market Overview - The computer equipment sector experienced a decline of 1.04% on January 27, with the leading stock, Chunzhong Technology, falling significantly [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - Notable gainers in the computer equipment sector included: - Zhiwei Intelligent (001339) with a closing price of 57.14, up 5.00% and a trading volume of 105,000 shares, totaling 585 million yuan [1] - Tongwei Co. (002835) closed at 17.84, up 4.39% with a trading volume of 124,600 shares, totaling 219 million yuan [1] - Aerospace Intelligent Equipment (300455) closed at 29.09, up 3.86% with a trading volume of 339,900 shares, totaling 957 million yuan [1] - Conversely, significant decliners included: - Chunzhong Technology (603516) closed at 179.64, down 10.00% with a trading volume of 12,700 shares, totaling 228 million yuan [2] - Jinyi Technology (002869) closed at 24.12, down 7.48% with a trading volume of 132,800 shares, totaling 321 million yuan [2] - ST Yingfeit (002528) closed at 2.56, down 4.83% with a trading volume of 37,100 shares, totaling 950,090 yuan [2] Capital Flow - The computer equipment sector saw a net outflow of 2.1 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.513 billion yuan [2] - The capital flow for specific stocks indicated: - Langke Technology (300042) had a net inflow of 67.65 million yuan from institutional investors, but a net outflow of 47.16 million yuan from retail investors [3] - Zhiwei Intelligent (001339) experienced a net inflow of 47.59 million yuan from institutional investors, with retail investors also showing a net outflow of 27.14 million yuan [3] - Aerospace Intelligent Equipment (300455) had a net inflow of 29.92 million yuan from institutional investors, while retail investors showed a net outflow of 2.91 million yuan [3]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：南财社 知名大牛股、英伟达液冷概念股淳中科技，出人意料的业绩变脸了。 1月27日，淳中科技发布2025年业绩预告，预计公司净利润最高达2.9亿，与上一年同比上升50%以上。 但细看公告内容，扣非净利润不仅没盈利，反而还亏损2900万-3600万，同比下滑了139.57%-149.12%。 要知道，淳中科技可是2025年的大牛股，被市场认为傍上英伟达，成为了其GPU液冷测试设备的全球唯 一直供商。去年8月，市场一度传出淳中科技老总儿子与黄仁勋女儿的小作文，淳中科技也被股民调侃 为"黄仁勋女婿股"，股价也被市场爆炒，澄清传闻后，淳中科技股价依旧持续上涨。2025年7月11 日-2026年1月13日期间，半年时间股价暴涨超600%。 如今淳中科技的业绩预告一出来，直接啪啪打脸。盈利2.9亿，扣非亏损3500万，这是怎么回事？ 值得一提的是，公告解释，2.9亿的利润并非来自主营业务，而是来自投资沐曦股份的投资收益。截至 2025年末，公司持有沐曦股份（SH.688802）股票数量为854，256股，自取得之日起36个月内不得转 让。按资产 ...

淳中科技(603516.SH)今日一字板跌停，股价跌破180元关口，总市值365亿元。消息上，淳中科技预计 2025年1-12月业绩大幅上升，归属于上市公司股东的净利润为2.65亿至2.90亿，净利润同比增长208.86% 至238.00%；预计营业收入为3.50亿至3.70亿元，较上年相比减少1.45亿元至1.25亿元，同比降低29.29% 至25.25%。报告期内，公司为海外大客户定制开发的液冷测试平台等产品，因物料变更及客户产品迭 代等原因，发货量大幅下降，人工智能业务营业收入较上年下降95%左右。(格隆汇) ...

淳中科技（603516）股价出现异动，截至今日9时30分，股价跌停，成交28.06万股，成交金额5040.70万 元，换手率为0.14%，公司发布的最新业绩预告显示，预计2025年实现净利润2.65亿元—2.90亿元，净 利润同比增长208.86%—238.00%。 资金面上看，淳中科技近5日主力资金总体呈净流出状态，累计净流出6.14亿元，其中，上一交易日主 力资金全天净流出3.38亿元。 融资融券数据显示，该股最新（1月26日）两融余额32.14亿元，其中，融资余额为32.08亿元，近5日融 资余额合计减少1.88亿元，降幅为5.54%。（数据宝） 证券时报 数据宝统计显示，今日公布2025年业绩预告公司中，截至发稿股价较为强势的有三生国健、 利通电子（603629）等，股价分别上涨14.65%、9.99%。 ...