证券之星消息，1月21日专业工程板块较上一交易日上涨0.0%，时空科技领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。专业工程板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 605178 | 时空科技 | 68.65 | 4.99% | 7.93万 | 5.36亿 | | 601226 | 半电科工 | 9.40 | 4.91% | 49.94万 | 4.64亿 | | 605289 | 罗曼股份 | 68.25 | 3.13% | 2.90万 | 1.97亿 | | 300986 | 志特新材 | 34.80 | 2.96% | - 59.90万 | 20.77亿 | | 600477 | 杭鼎钢构 | 3.43 | 2.39% | 226.57万 | 7.68亿 | | 603098 | 森特股份 | 15.04 | 2.31% | 9.01万 | 1.35亿 | | 656509 | 百利科技 | 5.94 | ...

Group 1 - A new company named Hangzhou New Space Future Technology Co., Ltd. has been established with a registered capital of 15 million yuan [1] - The legal representative of the company is Feng Yunjun, and its business scope includes IoT technology services, sales of integrated circuit chips and products, advertising publishing, advertising production, sales of lighting fixtures, and sales of electrical equipment [1] - The company is jointly held by Hangzhou Fengjing Cultural Technology Co., Ltd. and Space Technology (stock code 605178) among others [1]

2023年至2024年，时空科技将部分与项目开展无直接关联的支出计入在建工程核算，累计105.3万元。 此外，时空科技与资金支付审批、供应商审批、财务核算管理等相关的内部控制不完善。 【因控股股东非经营性资金占用 时空科技被责令改正】日前，时空科技（605178.SH）被北京证监局采 取责令改正措施。 经监管查明，2024年，时空科技控股股东、实际控制人宫殿海通过员工借款等形式从公司拆借资金合计 2386.4万元，形成非经营性资金占用。截至2024年年末，宫殿海已全额归还上述款项。 时空科技还存在其他违规问题。其中，预期信用减值损失计提不规范、闲置固定资产存在减值迹象、商 誉减值测试部分参数预测依据不足，截至2024年年末，该公司信用减值和资产减值准备计提不充分。 因相应问题，北京证监局决定对时空科技采取责令改正的监管措施，对宫殿海、该公司时任总经理姜化 朋、时任财务总监及董秘王新才采取出具警示函的监管措施，并将相关情况记入证券期货市场诚信档 案。中经记者 庄灵辉 卢志坤 北京报道 ...

Core Viewpoint - Recently, Shikong Technology (605178.SH) was ordered to rectify by the Beijing Securities Regulatory Bureau due to various regulatory violations [2] Group 1: Regulatory Actions - The Beijing Securities Regulatory Bureau found that in 2024, the controlling shareholder and actual controller Gong Lanhai borrowed a total of 23.864 million yuan from the company through employee loans, resulting in non-operational fund occupation [2] - As of the end of 2024, Gong Lanhai has fully repaid the borrowed amount [2] - The company is also facing other regulatory issues, including improper provisioning for expected credit impairment losses and indications of impairment for idle fixed assets [2] Group 2: Financial Reporting Issues - The goodwill impairment testing lacked sufficient predictive basis for certain parameters, leading to inadequate provisioning for credit and asset impairments as of the end of 2024 [2] - From 2023 to 2024, Shikong Technology improperly accounted for 1.053 million yuan of expenditures unrelated to project development as part of construction in progress [2] Group 3: Internal Control Deficiencies - The company has identified deficiencies in internal controls related to fund payment approvals, supplier approvals, and financial accounting management [2] - As a result of these issues, the Beijing Securities Regulatory Bureau decided to issue a warning letter to Gong Lanhai, the company's then-general manager Jiang Huapeng, and the then-financial director and secretary Wang Xincai, with the relevant information recorded in the securities and futures market integrity file [2]

Group 1: Technology and Manufacturing Sector - The technology and manufacturing sectors have seen over 20 significant financing cases, highlighting the increasing prominence of hard technology [1] - The company Zivariable Robotics secured 1 billion RMB in A++ round financing, backed by major investors like ByteDance and Sequoia China [21] - Star Ring Fusion completed 1 billion RMB in A round financing, setting a record for private fusion companies in China [1][24] - Other notable financings include over 600 million RMB for Jindie Space in B round financing focused on RISC-V chips and nearly 100 million RMB for Zhongke Kuyuan in quantum computing [1][25] Group 2: Healthcare Sector - The healthcare sector remains active with significant financing and innovation in niche areas [1] - Shizai Bio raised 400 million RMB in C round financing to advance universal stem cell drug development [14] - Qinhao Pharmaceutical completed over 300 million RMB in financing to tackle difficult drug targets, while Oricell raised 70 million USD to accelerate CAR-T therapy internationalization [1][11] Group 3: Investment Trends - The week of January 12-18, 2026, saw 27 financing events in the domestic primary market, totaling approximately 5.221 billion RMB [2][3] - The majority of financing cases were concentrated in Shanghai, Beijing, and Guangdong, with 5, 4, and 8 cases respectively [6] - Active investment institutions included Yifeng Investment and Songhe Capital, each completing 2 financing cases primarily in technology and healthcare sectors [8] Group 4: Consumer Services - LINLEE, a hand-crafted lemon tea brand, completed several million RMB in A round financing to support market expansion and product innovation [10] - The brand focuses on high-quality ingredients and unique product combinations to enhance consumer experience [10] Group 5: Regional Financing Distribution - The financing activities were predominantly concentrated in major cities, with Guangdong leading in the number of cases [6][7]

Core Insights - The professional engineering sector experienced a slight increase of 0.08% on January 19, with Hongsheng Huayuan leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up by 0.29%, while the Shenzhen Component Index closed at 14294.05, up by 0.09% [1] Stock Performance - The following stocks in the professional engineering sector showed significant declines: - Yaxiang Integration (603929) decreased by 10.00% to a closing price of 147.11, with a trading volume of 67,800 shares and a transaction value of 1.032 billion [1] - Hangxiao Steel Structure (600477) fell by 6.93% to 3.36, with a trading volume of 3,472,400 shares and a transaction value of 1.151 billion [1] - Shenghui Sun Cheng (603163) dropped by 4.91% to 86.67, with a trading volume of 103,400 shares and a transaction value of 908 million [1] Capital Flow - The professional engineering sector saw a net outflow of 182 million from institutional investors, while retail investors contributed a net inflow of 107 million [3] - Notable capital flows included: - Hongsheng Huayuan (601096) had a net inflow of 89.03 million from institutional investors, but a net outflow of 61.33 million from retail investors [3] - Lixiangte (605167) experienced a net inflow of 57.38 million from institutional investors and a net inflow of 57.46 million from retail investors [3]

Group 1 - Shenzhen Shikong Storage Technology Co., Ltd. has been established with a registered capital of 50 million yuan [1] - The company's business scope includes integrated circuit chip design and services, semiconductor discrete device manufacturing, and sales [1] - The company is jointly held by Shikong Technology's wholly-owned subsidiary, Shikong Storage (Shenzhen) Semiconductor Co., Ltd., among others [1]

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued a corrective order to Time Space Technology (605178.SH) due to various financial irregularities, including improper fund borrowing and inadequate asset impairment provisions [1][2]. Group 1: Financial Irregularities - Time Space Technology's controlling shareholder, Gong Lanhai, borrowed a total of 23.864 million yuan from the company through employee loans, which constituted non-operational fund occupation [1]. - The company failed to properly account for expected credit impairment losses, and there were indications of impairment for idle fixed assets, with insufficient basis for goodwill impairment testing [1]. - The company improperly classified 1.053 million yuan of expenditures unrelated to project development as part of construction in progress [1]. Group 2: Regulatory Actions - The CSRC's decision is based on violations of the Information Disclosure Management Measures and the Regulatory Guidelines for Listed Companies regarding fund transactions and external guarantees [2]. - The CSRC has mandated corrective measures for Time Space Technology and issued warning letters to Gong Lanhai, Jiang Huapeng, and Wang Xincai, who bear primary responsibility for the issues [2]. Group 3: Company Response and Future Plans - Time Space Technology has acknowledged the issues raised in the CSRC's decision and is committed to rectifying them, emphasizing the completion of the fund borrowing issue and its non-impact on normal operations [2]. - The company plans to enhance the knowledge of its board and key personnel regarding relevant laws and regulations, improve its corporate governance structure, and elevate the quality of information disclosure [2]. Group 4: Company Background and Financial Performance - Time Space Technology was listed on the Shanghai Stock Exchange on August 21, 2020, with an initial issuance of 17.727 million shares at a price of 64.31 yuan per share, raising a total of 1.14 billion yuan [3][4]. - The company has reported net losses for four consecutive years, with net profits attributable to shareholders of -17.6653 million yuan in 2021, -209 million yuan in 2022, -207 million yuan in 2023, and -262 million yuan in 2024 [4].

Group 1 - The core viewpoint of the articles highlights that the semiconductor storage sector is experiencing structural growth opportunities driven by the AI wave, positioning it as a key battleground for companies to seize technological competitive advantages [1][2] - The company, Shikong Technology, is actively transitioning towards the semiconductor storage field through a dual approach of "self-built + acquisition," including the planned acquisition of 100% equity in the local Shenzhen company, Jiahe Jingwei, which is recognized as a national-level "little giant" enterprise with over 40 invention patents [1] - Shikong Technology has established two semiconductor companies in Shenzhen within the last two months, aiming to accelerate integration into the local industry ecosystem through wholly-owned subsidiaries and partnerships with local enterprises [1] Group 2 - Shenzhen is chosen as the strategic hub for the company's transformation due to its unique industrial empowerment advantages, being the core engine of the semiconductor industry in the Guangdong-Hong Kong-Macao Greater Bay Area, with a complete design, manufacturing, and testing chain [1] - The local ecosystem in Shenzhen, supported by the "20+8" industrial cluster policies, funds, and talent, creates an efficient collaborative environment for production, education, research, and application, providing comprehensive support for storage enterprises [1] - This transformation aligns with national policies aimed at strengthening and supplementing the semiconductor industry chain, allowing the company to quickly achieve cross-industry growth and contribute to the high-quality development of the domestic semiconductor storage industry [2]

Key Points - China Metallurgical Group Corporation (China MCC) expects a decline of over 50% in net profit attributable to shareholders in 2025 due to losses in the real estate sector and increased asset impairment provisions [1] - JAC Motors anticipates a net loss of approximately 1.68 billion yuan in 2025, although this represents a reduction in losses compared to the previous year [2] - Northern Rare Earth forecasts a net profit increase of 116.67% to 134.60% in 2025, driven by improved sales and production efficiency in rare earth products [3] - Shenghong Technology projects a net profit increase of 260.35% to 295% in 2025, attributed to the growing demand for AI infrastructure and high-end products [4] - Lanke Technology expects a net profit increase of 52.29% to 66.46% in 2025, benefiting from strong demand in the AI industry [7] - Aiwai Electronics anticipates a net profit increase of 17.70% to 29.47% in 2025, focusing on high-value chip solutions [25] - Longxin General expects a net profit increase of 47.15% to 60.53% in 2025, driven by steady growth in its core motorcycle and general machinery businesses [28] - China One Heavy Industry predicts a net loss of 310 million to 460 million yuan in 2025, although this represents a significant reduction from the previous year's loss [35] - Kunda Technology expects a net loss of 1.2 billion to 1.5 billion yuan in 2025, impacted by industry supply-demand imbalances [34] - Daqing Energy anticipates a net loss of 1 billion to 1.3 billion yuan in 2025, although this reflects a narrowing of losses compared to the previous year [42]