澜起科技披露业绩预增公告，受益于人工智能产业需求旺盛，该芯片设计公司2025年度净利润预计实现大幅增长。 1月16日，澜起科技公告称，预计2025年度实现归属于母公司所有者的净利润21.50亿元至23.50亿元，较上年同期增长52.29%至66.46%。扣除非经 常性损益后的净利润预计达19.20亿元至21.20亿元，同比增长53.81%至69.83%。 公司表示，业绩大幅增长主要受益于AI产业趋势驱动下的行业需求旺盛，互连类芯片出货量显著增加。该公司专注于设计用于加速数据中心和AI 加速器数据流动的芯片。 据华尔街见闻此前文章，澜起科技正推进香港IPO进程，计划募资约9亿美元，已锁定阿里巴巴、摩根大通资产管理、瑞银资产管理等作为基石投 资者。该公司目前估值约为220亿美元，其A股股价在2025年录得73%的涨幅。 澜起科技香港IPO获得的基石投资者阵容显示出机构对其成长前景的信心。据报道，阿里巴巴与摩根大通资产管理部门将作为基石投资者参与此 次发行，承诺在一定期限内持有股份以换取保证配售。 其他基石投资者还包括苏格兰资产管理公司Aberdeen Group、韩国的Mirae Asset Securities ...

Group 1 - Su Dawei Ge's wholly-owned subsidiary plans to invest in a fund focusing on semiconductor, new energy, AI, and aerospace sectors, contributing 20 million yuan for a 10.2302% stake [2] - Shimao Energy terminates plans for a change in control after failing to reach consensus on key terms, with stock resuming trading on January 19 [3] - Huatian Hotel's controlling shareholder is planning a merger and restructuring, potentially changing the actual controller to the Hunan Provincial State-owned Cultural Assets Supervision and Administration Commission [4] Group 2 - Jinpu Titanium's subsidiary Xuzhou Titanium will cease production due to intensified market competition, which is expected to significantly impact revenue in 2026 [5] - Dingxin Communications' deputy general manager is under investigation by the CSRC for suspected short-term trading of company stock, but it will not affect the company's operations [6] - Xinhang New Materials plans to acquire 51% of Hairete for 12.8826 million yuan to explore new growth points [7] Group 3 - Hualan Co.'s controlling shareholder raises the upper limit of its share buyback plan from 58.08 yuan to 86.66 yuan per share [8] - Wanhua Chemical's MDI Phase II facility has resumed normal production after maintenance [9] - Junsheng Electronics introduces a strategic investor, with a 1 billion yuan investment aimed at reducing overall debt [10] Group 4 - Jiangbolong announces five shareholders plan to transfer 3% of the company's shares through a pricing inquiry [11] - Haitai Technology expects a net profit increase of 226.86% to 323.97% in 2025, driven by high industry demand and increased orders [13] - Northern Rare Earth anticipates a net profit increase of 116.67% to 134.6% in 2025 due to successful market expansion [14] Group 5 - Lanke Technology forecasts a net profit increase of 52.29% to 66.46% in 2025, benefiting from the AI industry trend [15] - Keda expects a net profit increase of 52.21% to 67.43% in 2025, driven by growth in data center and new energy sectors [16] - Cambridge Technology predicts a net profit increase of 51% to 67% in 2025, supported by strong demand in core business areas [17] Group 6 - China Electric Research anticipates a net profit of 533 million yuan in 2025, a 14.04% increase year-on-year [18] - China Automotive Research expects a net profit of 1.06 billion yuan in 2025, a 17.85% increase year-on-year [19] - Zhongcheng Co. forecasts a net profit of 276 million to 414 million yuan in 2025, recovering from a previous loss [20] Group 7 - Junda Co. expects a net loss of 1.2 billion to 1.5 billion yuan in 2025, worsening from a previous loss of 591 million yuan [21] - Guangdian Network anticipates a net loss of 1.29 billion to 1.55 billion yuan in 2025, attributed to declining traditional business revenue [22] - Jiugang Hongxing predicts a net loss of approximately 1.879 billion yuan in 2025, an improvement from a previous loss of 2.617 billion yuan [23] Group 8 - Jinbo Co. expects a net loss of around 1.4 billion yuan in 2025, worsening from a previous loss of 815 million yuan [24] - Dongjiang Environmental anticipates a net loss of 1.05 billion to 1.35 billion yuan in 2025, due to ongoing industry adjustments [25] - Daqing Energy forecasts a net loss of 1 billion to 1.3 billion yuan in 2025, despite improvements in production costs [26] Group 9 - Dongzhu Ecology expects a net loss of 935 million to 1.135 billion yuan in 2025, impacted by macroeconomic factors [27] - Weiyuan Co. anticipates a net loss of 950 million to 1.05 billion yuan in 2025, turning from profit to loss [28] - Huanghe Xuanfeng predicts a net loss of 850 million yuan in 2025, an improvement from a previous loss of 983 million yuan [29] Group 10 - Fushun Special Steel expects a net loss of 770 million to 870 million yuan in 2025, turning from profit to loss [30] - China First Heavy Industries anticipates a net loss of 310 million to 460 million yuan in 2025, significantly reducing losses compared to the previous year [31] - Jishi Media forecasts a net loss of 364 million to 455 million yuan in 2025, with overall revenue expected to remain stable [33] Group 11 - Guangxi Energy expects a net loss of 170 million to 220 million yuan in 2025, turning from profit to loss [34] - Baike Bio anticipates a net loss of 220 million to 280 million yuan in 2025, turning from profit to loss due to declining vaccine sales [35] - Zhongtai Auto expects to remain in a loss position for 2025, with a projected positive net asset value by year-end [36] Group 12 - Nasda anticipates a loss for 2025 due to significant asset sales and industry policy adjustments [37] - Rongsheng Development expects to report a loss for 2025, with the amount not exceeding the previous year's audited net assets [38] Group 13 - China National Materials signs a contract worth 299 million Canadian dollars for engineering services in Canada [40] - Dayu Water-saving's subsidiary wins a project worth 133 million yuan for water source guarantee engineering [41] - Hailu Heavy Industry reports new orders totaling 1.941 billion yuan for 2025 [42]

每经AI快讯，1月16日，澜起科技(688008.SH)公告称，预计2025年度归属于母公司所有者的净利润为 21.50亿元~23.50亿元，较上年同期增长52.29%~66.46%。实现归属于母公司所有者的扣除非经常性损益 的净利润19.20亿元~21.20亿元，较上年同期增长53.81%~69.83%。受益于AI产业趋势，行业需求旺盛， 公司互连类芯片出货量显著增加，推动公司2025年度经营业绩较上年同期实现大幅增长。 （文章来源：每日经济新闻） ...

格隆汇1月16日｜澜起科技公告，经财务部门初步测算，澜起科技股份有限公司预计2025年度实现归属 于母公司所有者的净利润21.50亿元~23.50亿元，较上年同期增长52.29%~66.46%；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19.20亿元~21.20亿元，较上年同期增长53.81%~69.83%。 ...

澜起科技公告称，经初步测算，2025年度预计实现归属于母公司所有者的净利润21.50亿元 - 23.50亿 元，同比增长52.29% - 66.46%；扣非净利润19.20亿元 - 21.20亿元，同比增长53.81% - 69.83%。上年同 期净利润为14.12亿元，扣非净利润为12.48亿元。受益于AI产业趋势，互连类芯片出货量显著增加推动 业绩增长。本次业绩预告未经审计，具体数据以年报为准。 ...

澜起科技1月16日公告，受益于AI产业趋势，行业需求旺盛，公司互连类芯片出货量显著增加，推动公 司2025年度经营业绩较上年同期实现大幅增长。公司预计实现归属于母公司所有者的净利润21.50亿元 ~23.50亿元，较上年同期增长52.29%~66.46%；实现归属于母公司所有者的扣除非经常性损益的净利润 19.20亿元~21.20亿元，较上年同期增长53.81%~69.83%。本次业绩预告是公司财务部门基于自身专业判 断进行的初步核算，未经注册会计师审计。公司尚未发现影响本次业绩预告内容准确性的重大不确定因 素。 ...

一、本期业绩预告情况 证券代码：688008 证券简称：澜起科技 公告编号：2026-005 澜起科技股份有限公司 2025 年年度业绩预增公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 经财务部门初步测算，澜起科技股份有限公司（以下简称"公司"）预计： 1.2025年度实现归属于母公司所有者的净利润21.50亿元~23.50亿元，较上年 同期增长52.29%~66.46%； 2.2025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19.20亿 元~21.20亿元，较上年同期增长53.81%~69.83%。 （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，公司预计： 1.2025年度实现归属于母公司所有者的净利润21.50亿元~23.50亿元，较上年 同期（法定披露数据）增长52.29%~66.46%； 2.2025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19.20亿 元~21.20亿元，较上年同期（法定披露数据）增长53. ...

Core Viewpoint - The company expects significant growth in net profit for 2025, driven by strong demand in the AI industry and increased shipments of interconnect chips [1] Financial Projections - The company anticipates a net profit attributable to shareholders of 21.50 billion to 23.50 billion yuan for 2025, representing a year-on-year increase of 52.29% to 66.46% [1] - The projected net profit, excluding non-recurring gains and losses, is expected to be between 19.20 billion and 21.20 billion yuan, reflecting a year-on-year growth of 53.81% to 69.83% [1] Industry Impact - The growth in the company's financial performance is primarily attributed to the booming demand in the AI sector, which has led to a significant increase in the shipment volume of the company's interconnect chips [1]

Group 1 - The main market saw a net outflow of 41.38 billion yuan, while the Sci-Tech Innovation Board experienced a net inflow of 4.47 billion yuan, with 285 stocks seeing inflows and 314 stocks seeing outflows [1] - On the Sci-Tech Innovation Board, 379 stocks rose, with three stocks including Meiye Technology and Tianyue Advanced hitting the daily limit, while 212 stocks declined [1] - The top three stocks with the highest net inflow of funds were Cambrian Technologies with 580 million yuan, followed by Lanke Technology and Huahong Semiconductor with 552 million yuan and 544 million yuan respectively [1] Group 2 - A total of 45 stocks experienced continuous net inflows for more than three trading days, with the highest being Jingpin Special Equipment at 11 consecutive days [2] - The stocks with the most significant continuous net outflows included Kain Technology and Olin Biology, both experiencing 15 consecutive days of outflows [2] - The top stocks by net inflow included Cambrian Technologies (579.63 million yuan), Lanke Technology (552.03 million yuan), and Huahong Semiconductor (543.66 million yuan), with respective inflow rates of 5.62%, 6.09%, and 11.30% [2][3]

Group 1 - The core concept of the news is the performance of the semiconductor sector, particularly the rise of the SMIC (Semiconductor Manufacturing International Corporation) concept, which increased by 3.44% on January 16, ranking fourth among concept sectors [1][2] - Within the SMIC concept sector, 70 stocks rose, with notable performers including Meike Technology, which hit the daily limit with a 20% increase, and other companies like Bocheng Co., Shenghui Integration, and Yaxiang Integration also reaching their daily limits [1][2] - The sector saw a significant net inflow of capital amounting to 4.6 billion yuan, with 54 stocks experiencing net inflows, and 16 stocks receiving over 100 million yuan in net inflows [2][3] Group 2 - The top stocks in terms of net capital inflow included Changdian Technology, which had a net inflow of 2.413 billion yuan, followed by Lanke Technology, Beifang Huachuang, and Demingli, with net inflows of 552 million yuan, 503 million yuan, and 361 million yuan respectively [2][3] - The highest net inflow ratios were observed in Shenghui Integration, Changdian Technology, and Bocheng Co., with net inflow ratios of 27.62%, 25.98%, and 20.63% respectively [3][4] - The overall market performance showed a mixed trend, with some stocks like Zai Sheng Technology and Tianhua New Energy experiencing declines of 7.12% and 5.90% respectively, indicating volatility within the sector [6][7]