聚焦主业与精细管理 23家企业扭亏为盈 南网能源、中兵红箭、中成股份等23家央企控股上市公司预计2025年净利润实现扭亏为盈，展现出经营 状况的显著改善和强劲的复苏势头。 深入聚焦并做强做优主营业务，是这批央企公司业绩改善的根本动力。南网能源在节能服务、生物质等 业务板块巩固拓展，并加快向"多能协同+高端服务"转型，成功构筑了新的盈利基础，公司预计2025年 实现净利润3亿元至3.6亿元。 ◎记者 王子霖 近期，A股央企控股上市公司2025年全年业绩预告密集披露。总体来看，中央企业业绩呈现多层次、立 体化改善的积极态势：一部分企业在优势赛道实现业绩大幅预增；一部分企业成功扭亏为盈，重归健康 发展轨道；还有一部分企业虽仍面临挑战，但通过深刻变革实现了亏损额显著收窄。 总体来看，共有110余家央企控股上市公司2025年业绩"预喜"，其中23家实现归母净利润（下称"净利 润"）扭亏为盈、46家企业实现净利润同比增长、41家企业亏损幅度收窄。从行业来看，军工、钢铁、 化工等行业表现亮眼。 合，科技创新水平持续提升，核心竞争力和毛利率水平实现提升。公司2025年净利润预计同比增长 220.02%至291.14%。 成都 ...

（文章来源：证券日报） 证券日报网1月26日讯 ，影石创新在接受调研者提问时表示，中国大陆作为公司最主要的销售区域之 一，公司通过京东、天猫、淘宝等大型电商平台及自有官方商城拓宽线上渠道，扩大市场占有率，线下 与大型商超及经销商合作，推广公司产品，提高公司产品知名度。公司已逐步在深圳、广州、上海等一 线城市重点商圈开设线下品牌店，面向最终消费者进行直接销售，并为消费者提供沉浸式的产品体验和 品牌服务。未来，公司会持续加强在中国大陆区域的市场推广力度，积极开拓境内线上销售渠道，并拓 展本地优质经销商、加强合作。 ...

证券日报网讯1月22日，映翰通在互动平台回答投资者提问时表示，公司业务覆盖企业网络、数字能 源、工业与楼宇IoT、智慧商业、车载与运输五大业务板块，其中，数字能源板块主要聚焦于智能配电 网领域，公司深耕配电网领域十余年，公司核心产品及服务包括智能配网状态监测系统产品、工业物联 网通信产品，可实现配电网状态感知、电缆型故障检测设备、智能配电站房监控系统、应急电源车智能 管控系统以及接地故障研判终端等，同时，通过控股子公司提供配电自动化设备的日常运维、故障消缺 与数据分析等服务，目前，公司已服务于国家电网、南方电网等多家电力客户并覆盖全国多个省份，截 至2024年12月31日，公司在数字能源板块实现营收16259.78万元，占公司总体营收的26.58%，后续公司 将持续深化技术与场景融合，把握电力物联网行业发展机遇。 ...

证券代码：688080 证券简称：映翰通 公告编号：2026-001 北京映翰通网络技术股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、 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 带法律责任。 北京映翰通网络技术股份有限公司（以下简称"公司"）于 2025 年 11 月 4 日、2025 年 11 月 21 日分别召开第五届董事会第一次会议、2025 年第三次临时 股东会，审议通过了《关于变更公司注册资本并修订<公司章程>的议案》。具体 内容详见公司于 2025 年 11 月 5 日在上海证券交易所网站（www.sse.com.cn）披 露的《关于变更公司注册资本并修订<公司章程>的公告》（公告编号：2025-066）。 近日，公司已完成关于注册资本的工商变更登记及《公司章程》的备案手续， 并取得了由北京市朝阳区市场监督管理局换发的《营业执照》，变更后的工商登 记信息如下： 广告；商用密码产品的开发、生产及销售。(市场主体依法自主选择经营项目， 开展经营活动；依法须经批准的项目，经相关部门批准后依批准的内 ...

Investment Rating - The report maintains a "Recommended" rating for the industrial internet sector, indicating a positive outlook for the industry based on favorable fundamentals [4]. Core Insights - The industrial internet sector is experiencing a surge in policy support, which is expected to drive a comprehensive development framework and enhance quality and efficiency in the industry [1][7]. - Key policies include the "Artificial Intelligence + Manufacturing" initiative, which aims to establish 1,000 high-level industrial intelligent entities by 2027, and the "Action Plan for High-Quality Development of Industrial Internet Platforms (2026-2028)," targeting over 450 platforms and 1.2 billion connected industrial devices by 2028 [2][7]. - The report highlights that industrial communication companies are well-positioned to benefit from these policy incentives, leveraging differentiated technologies and scene advantages to support industrial upgrades [1][2]. Summary by Sections Policy Developments - Recent policies have established a framework for integrating AI with industrial internet platforms, focusing on enhancing the quality of industrial internet development and addressing existing challenges such as insufficient differentiation and application depth [7]. - The "Action Plan for AI and Industrial Internet Integration" emphasizes the need for network upgrades in at least 50,000 enterprises, promoting the commercialization of new industrial network technologies [2][7]. Company Highlights - Dongtu Technology is leading the development of international standards and has created a closed-loop ecosystem that aligns with policy directives for new industrial network upgrades, with its TSN and industrial 5G chips recognized in the new industrial network directory [2][8]. - Sanwang Communication focuses on industrial Ethernet and 5G hardware products, with its TSN switches also included in the directory, showcasing its competitive edge in the TSN and Ethernet-APL technology fields [2][8]. - Yinghantong provides cloud-based edge intelligence solutions that enable efficient local data processing and decision-making for industrial enterprises, supporting mainstream AI applications [3].

Core Viewpoint - The company, Yinghantong, anticipates that by the first half of 2025, overseas revenue will account for 51.80% of total revenue, with Europe being a key growth area [2] Group 1: Revenue and Market Expansion - The company is focusing on expanding its market presence in Europe, specifically in countries such as Germany, France, and the UK [2] - The product offerings include industrial IoT communication devices, vehicle gateways, and smart distribution network status monitoring systems [2] Group 2: Operational Strategy - A wholly-owned subsidiary in Germany is responsible for localized sales, technical support, and customer service within the EU region [2] - The company collaborates with third-party traders and agents to reach small and medium-sized clients and niche markets, ensuring diverse channel synergy for market coverage and response efficiency [2]

Core Viewpoint - The communication equipment sector experienced a mixed performance, with a slight overall increase of 0.88% on January 15, while the Shanghai Composite Index fell by 0.33% and the Shenzhen Component Index rose by 0.41% [1]. Group 1: Stock Performance - Shenyu Co., Ltd. led the gains in the communication equipment sector with a closing price of 42.62, reflecting a rise of 10.39% and a trading volume of 396,000 shares, amounting to a transaction value of 1.671 billion [1]. - Other notable performers included: - Sega Technology with a closing price of 39.50, up 10.00% [1]. - Shijia Photon with a closing price of 87.43, up 7.30% [1]. - Lian Te Technology with a closing price of 197.00, up 7.01% [1]. - Zhaolong Interconnect with a closing price of 57.55, up 6.67% [1]. Group 2: Declining Stocks - The sector also saw significant declines, with Guangha Communication dropping 17.15% to a closing price of 28.98 [2]. - Other stocks that faced losses included: - Fujida down 10.68% to 44.90 [2]. - Xinkemobile down 10.66% to 17.76 [2]. - Huanghuo Communication down 10.01% to 43.07 [2]. Group 3: Capital Flow - The communication equipment sector experienced a net outflow of 1.058 billion from institutional investors and 2.280 billion from retail investors, while retail investors saw a net inflow of 3.338 billion [2]. - The capital flow for specific stocks indicated: - Zhongji Xuchuang had a net inflow of 1.832 billion from institutional investors [3]. - Xinyi Sheng saw a net inflow of 1.208 billion [3]. - Shijia Photon had a net inflow of 516 million [3].

Core Viewpoint - On January 14, 2023, Yinghantong (688080) closed at 69.13 CNY, reaching the daily limit with a trading volume of 7.61 billion CNY and a turnover rate of 15.63% [1] Trading Activity - The stock was listed on the trading board due to a price increase of 15% at the close of the day [1] - The top five trading departments accounted for a total transaction of 167 million CNY, with a net buying amount of 20.85 million CNY [1] - The largest buying department was Goldman Sachs (China) Securities, with a purchase amount of 20.51 million CNY, followed closely by JPMorgan Securities (China) with 20.41 million CNY [1] - The leading selling department was also Goldman Sachs (China) Securities, with a selling amount of 17.71 million CNY [1] Fund Flow - The stock experienced a net inflow of 64.79 million CNY from major funds throughout the day [1]

Core Viewpoint - The article emphasizes that 2026 will be a pivotal year for China's commercial aerospace sector, transitioning from "quantitative change" to "qualitative change" due to policy support, technological breakthroughs, and capital market momentum [42][43]. Group 1: Market Performance and Trends - On the first trading day of 2026, A-shares experienced a strong opening, with the Shanghai Composite Index rising over 1% and the ChiNext Index increasing by more than 2% [2]. - The satellite industry ETF (159218) saw a significant increase of 3.78%, with a net inflow of 211 million shares, marking a new single-day high [5][18]. - The insurance sector also showed strong performance, with major companies reaching historical highs and total premium income in the insurance industry growing by 7.6% year-on-year [15][17]. Group 2: Commercial Aerospace Developments - The commercial aerospace sector is transitioning from "experimental exploration" to "industrial mass production," becoming a core engine for national competition and economic transformation [3][6]. - In 2025, the satellite internet sector entered a phase of accelerated networking and industrialization, with multiple commercial rocket launches planned [20][24]. - The number of satellite launches in 2026 is expected to increase significantly, with private commercial rocket companies playing a crucial role in meeting high-frequency launch demands [21][26]. Group 3: Investment Opportunities - The commercial aerospace sector is projected to have a compound annual growth rate of 17%, with the global brain-computer interface market expected to reach approximately $12.4 billion by 2034 [14]. - The article suggests that the satellite industry ETF (159218) is a stable and efficient investment tool, covering the entire satellite industry chain and focusing on companies with high revenue from satellite-related businesses [36][40]. - The anticipated breakthroughs in rocket manufacturing and the reduction of launch costs are expected to significantly boost downstream demand for commercial aerospace services [30][31]. Group 4: Challenges and Considerations - The commercial aerospace industry faces challenges such as high volatility and technical uncertainties, making direct investment in individual stocks risky for ordinary investors [34]. - The complexity of the industry supply chain, from materials to satellite applications, complicates the timing of investments [35].

Core Viewpoint - The company has launched an AI operations assistant on its Xiaoxingyun Cloud Management Platform, aimed at enhancing network operations through intelligent automation [1] Group 1: Product Features - The AI operations assistant is a vertical application designed for the network operations field [1] - It can understand user natural language commands and autonomously plan task steps such as network diagnostics and policy configurations [1] - The assistant utilizes platform tools to execute tasks automatically, providing an intelligent experience of "dialogue equals operations" [1]