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%。 ...

Group 1: Major Transactions - Zijin Mining plans to acquire 100% equity of United Gold for 28 billion yuan, which has gold resources of 533 tons [1] - Jiuding New Materials' wholly-owned subsidiary intends to acquire 100% equity of Jiuding New Energy to accelerate the development of large megawatt wind turbine blade production line projects [1] - Conch Cement plans to purchase bank wealth management products with a maximum daily balance not exceeding 50 billion yuan by 2026 [1] - Efort is planning to acquire equity in Shengpu Co., with stock suspension in effect [1] - Sanxing Biomedical has obtained CE certification for its Nipah virus nucleic acid test kit and a domestic research version [1] Group 2: Investment and Development Plans - Sanwei Communication is jointly investing to establish a partnership enterprise focused on non-listed equity in high-tech industries such as smart manufacturing, aerospace, and new energy [1] - Haike New Source has signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of electrolyte solvent annually [1] - Chuanhuan Technology plans to invest 1.1 billion yuan to build a manufacturing headquarters in East China [1] - Zhejiang Haideman intends to raise no more than 1.517 billion yuan through a private placement for high-end composite machine tool industrialization and robot hardware manufacturing R&D projects [1] - Anlu Technology plans to issue shares to specific targets to raise no more than 1.262 billion yuan for advanced process platform FPGA chip R&D projects [1] Group 3: Earnings Forecasts - China Rare Earth expects a net profit of 143 million to 185 million yuan in 2025, indicating a turnaround from losses [1] - Litong Electronics anticipates a net profit increase of 997% to 1241% in 2025, driven by profitability in its computing business [1] - Sanofi Guojian expects a 1097% quarter-on-quarter net profit growth in Q4, with confirmed revenue of approximately 2.89 billion yuan from Pfizer for the 707 project [1] - Purun Co. forecasts a 696% quarter-on-quarter net profit growth in Q4 2025, with rapid market share growth in its "Storage+" product series [1] - Duofluo expects a quarter-on-quarter net profit increase of 356% to 655% in Q4 2025, with significant sales growth in key products like lithium hexafluorophosphate [1] - Fujilai anticipates a year-on-year net profit increase of 282.17% to 296.80% in 2025 [1] - Chunzhong Technology expects a year-on-year net profit increase of 209% to 238% in 2025, with an impact of 303 million yuan from holding shares in Muxi [1] - Zhongke Electric anticipates a year-on-year net profit increase of 50% to 70% in 2025, due to increased production capacity and cost reduction in lithium battery anode materials [1]

证券代码:603516 证券简称:淳中科技公告编号:2026-002 北京淳中科技股份有限公司 2025年年度业绩预告 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。 （一）业绩预告期间 2025年1月1日至2025年12月31日。 重要内容提示： ● 本次业绩预告的具体适用情形：实现盈利，且净利润与上年同期相比上升50%以上。 ● 北京淳中科技股份有限公司（以下简称"公司"或"淳中科技"）预计2025年度实现营业收入3.5亿元至 3.7亿元，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%。预计公司2025年营业收入中 房屋租赁收入、销售原材料收入等与主营业务无关的收入为800万元至1,200万元，扣除后的主营业务收 入在3亿元以上。 ● 公司预计2025年度归属于上市公司股东的净利润为26,500万元到29,000万元，与上年相比增加17,920 万元到20,420万元，同比增幅为208.86%到238.00%。 ● 公司预计2025年度归属于上市公司股东的扣除非经常性损益的净利润为-3, ...

1月26日晚间，淳中科技（SH603516，股价199.6元，市值406亿元）披露2025年业绩预告，公司预计期 内营收同比下降25.25%至29.29%，但预计归母净利润超2亿元，同比增长208.86%至238.00%。 作为人工智能"独角兽"，沐曦股份目前市值仍然高达2285亿元，最高股价曾达到895元/股。值得注意的 是，沐曦股份上市时间是2025年12月17日。 一名熟悉上市公司财务规则的业内人士向《每日经济新闻》记者表示，按照公允价值计量也意味着按照 标的股价并表。其中的风险点在于，如果2026年一季度沐曦股份股价下跌，淳中科技对应的净利润就会 减少。主升浪期间被雪球大V推荐 淳中科技解释了主营业务利润下降的原因。 淳中科技业绩大幅增长并非依托主营业务，而是源于对沐曦股份的投资浮盈，公司预计扣非归母净利润 为-3600万元至-2900万元。 值得注意的是，这家因AI（人工智能）、液冷布局获得资本市场关注的公司，曾是已被永久封禁的大 V"轮回666"重点推荐的标的。"轮回666"封号前还曾预测了公司2025年净利润。靠投资沐曦股份盈利 1月26日晚间，淳中科技披露2025年业绩预告。公司预计2025年 ...

本期业绩变化的主要原因：(一)报告期内，公司传统专业视听业务项目落地不及预期，新签订单同比下 滑。(二)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。(三)报告期末，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。公司对该笔投资指定为以公允 价值计量且其变动计入当期损益的金融资产。按资产负债表日收盘价580.10元计算的总持仓市值为 49,555万元，对应投资成本为5,000万元，浮盈44,555万元。因存在限售期，公允价值计量需考虑流动性 折价的影响，经专业评估机构初步评估，该笔投资预计增加报告期公允价值变动收益35,647万元，考虑 递延所得税费用后对归属于上市公司股东的净利润影响额为30,300万元。 预计2025年度归属于上市公司股东的扣除非经常性损益的净利润为-3,600万元到-2,900万元，与上年相 比减少10,928.65万元到10,228.65万元，同比降幅为149.12%到139.57%。 淳中科技（603516）(603516.SH)发 ...

本期业绩变化的主要原因：(一)报告期内，公司传统专业视听业务项目落地不及预期，新签订单同比下 滑。(二)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。(三)报告期末，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。公司对该笔投资指定为以公允 价值计量且其变动计入当期损益的金融资产。按资产负债表日收盘价580.10元计算的总持仓市值为 49,555万元，对应投资成本为5,000万元，浮盈44,555万元。因存在限售期，公允价值计量需考虑流动性 折价的影响，经专业评估机构初步评估，该笔投资预计增加报告期公允价值变动收益35,647万元，考虑 递延所得税费用后对归属于上市公司股东的净利润影响额为30,300万元。 预计2025年度归属于上市公司股东的扣除非经常性损益的净利润 为-3,600万元到-2,900万元，与上年相 比减少10,928.65万元到10,228.65万元， 同比降幅为149.12%到139.57%。 智通财经APP讯，淳中科技(603516.S ...

Mergers and Acquisitions - Evert plans to acquire equity in Shengpu Co., with the stock suspended. Shengpu focuses on the R&D, production, and sales of precision fluid control equipment and core components, including automatic glue spraying machines and coating equipment [1] - Zijin Mining intends to acquire 100% equity of United Gold for 28 billion yuan, with United Gold holding gold resources of 533 tons as of the end of 2024 [1] - Dinglong Co. plans to acquire 70% equity in Haofei New Materials for 630 million yuan. Haofei is a leading domestic company in new lithium battery dispersants [1] External Investments and Daily Operations - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of electrolyte solvent annually [2] - Chuanhuan Technology plans to invest 1.1 billion yuan to build a manufacturing headquarters in East China, focusing on automotive fuel systems and cooling systems [2] - Changyuan Donggu received a notification letter for a designated sales project, with a total lifecycle sales amount expected to be between 2.2 billion and 3 billion yuan [2] Performance Changes - Rockchip expects a net profit of 1.023 billion to 1.103 billion yuan in 2025, representing a growth of 71.97% to 85.42% year-on-year, driven by rapid growth in AIoT computing platforms and breakthroughs in key product lines [3] - Duofuduo anticipates a net profit of 200 million to 280 million yuan in 2025, recovering from a loss of 308 million yuan in the previous year, benefiting from the rapid growth in demand for new energy vehicles and energy storage [3] - Lante Optics expects a net profit of 375 million to 400 million yuan in 2025, an increase of 70.04% to 81.38% year-on-year, supported by its core customer base and diversified product layout [4] - Litong Electronics forecasts a net profit of 270 million to 330 million yuan in 2025, a significant increase of 996.83% to 1240.57% year-on-year, attributed to improved profitability in computing business and reduced losses in manufacturing [4] - Suotong Development expects a net profit of 730 million to 850 million yuan in 2025, an increase of 167.98% to 212.03% year-on-year, driven by favorable market conditions and rising prices in the prebaked anode sector [4] - Chunzong Technology anticipates a net profit of 265 million to 290 million yuan in 2025, a growth of 208.86% to 238.00% year-on-year, with significant gains from investments in Muxi shares [4] - China Rare Earth expects a net profit of 143 million to 185 million yuan in 2025, marking a turnaround from losses [5] - Gallen Electronics anticipates a net profit of 36 million yuan in 2025, also indicating a turnaround from losses [6]

Group 1 - The core issue revolves around the crackdown on stock influencers (known as "大V") who have been manipulating the market and misleading retail investors, leading to significant financial losses for the latter [2][3][37] - On January 19, the Zhejiang Securities Regulatory Bureau issued a penalty of over 83 million yuan to a stock influencer named Jin Yongrong, also known as "Jin Huo," for market manipulation [3][39] - The regulatory actions included the permanent banning of 22 influencer accounts on the Snowball platform, which were known for long-term stock recommendations and had large followings [2][37][61] Group 2 - Jin Yongrong's account had approximately 130,000 followers and was involved in promoting stocks across multiple platforms, including WeChat and Xiaohongshu, significantly increasing his influence [4][39] - His trading activities included buying stocks before recommending them and then selling them at a profit to retail investors, which led to a calculated illegal gain of approximately 41.6 million yuan [8][41][42] - The regulatory body emphasized that disclaimers in his posts did not absolve him of responsibility, as they were merely formalities that did not change the nature of his actions [7][40] Group 3 - Other platforms like Ant Group, Douyin, and Tencent have also announced measures to combat misleading financial content, with Ant Group reporting the removal of over 58,000 pieces of illegal financial promotional content [28][32][61] - The crackdown is part of a broader initiative to address issues such as excessive speculation, inducement of follow-on trading, and the dissemination of false information in the capital markets [26][59] - The actions taken against these influencers reflect a growing concern over the integrity of the capital markets and the protection of retail investors from fraudulent practices [2][37][58]

报告期末，公司持有沐曦股份股票数量为85.43万股，自取得之日起36个月内不得转让。公司对该笔投 资指定为以公允价值计量且其变动计入当期损益的金融资产。经专业评估机构初步评估，该笔投资预计 增加报告期公允价值变动收益3.56亿元，考虑递延所得税费用后对归属于上市公司股东的净利润影响额 为3.03亿元。 人民财讯1月26日电，淳中科技（603516）1月26日发布2025年度业绩预告，预计2025年度公司实现营业 收入3.5亿元—3.7亿元，同比降低29.29%—25.25%。预计2025年度归属于上市公司股东的净利润为2.65 亿元—2.9亿元，同比增幅为208.86%到238%。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。此外，公司传统专业视听业务项目落地不及预期，新签订单同比下滑。 ...

报告期内，公司传统专业视听业务项目落地不及预期，新签订单同比下滑；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1月26日丨淳中科技(603516.SH)公布，经财务部门初步测算，预计公司2025年度实现营业收入3.5 亿元至3.7亿元，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%。预计公司2025年营业 收入中房屋租赁收入、销售原材料收入等与主营业务无关的收入为800万元至1,200万元，扣除后的主营 业务收入在3亿元以上。公司预计2025年度归属于上市公司股东的净利润为26,500万元到29,000万元，同 比增幅为208.86%到238.00%。公司预计2025年度归属于上市公司股东的扣除非经常性损益的净利润 为-3,600万元到-2,900万元，同比降幅为149.12%到139.57%。 ...