格隆汇2月27日丨寒武纪(688256.SH)公布2025年度业绩快报，报告期内，公司实现营业收入64.97亿元， 同比增长453.21%。报告期内，公司归属于母公司所有者的净利润为20.59亿元，较上年同期扭亏为盈， 主要系本期营业收入大幅增长所致。 公司营业总收入较上年同期增长453.21%，报告期内，受益于人工智能行业算力需求的持续攀升，公司 凭借产品的优异竞争力持续拓展市场，积极推动人工智能应用场景落地，使得本期收入规模较上年同期 大幅增长。 ...

2026.02.27 本文字数：1188，阅读时长大约2分钟 作者 |第一财经 郑栩彤 在发布业绩预告后、正式的财报披露前，2月27日收盘后，寒武纪（688256.SH）发布了一份业绩快 报，显示2025年寒武纪营收64.97亿元，同比增长453.21%，净利润20.59亿元，同比扭亏。 "报告期内，受益于人工智能行业算力需求持续攀升，公司积极推动人工智能应用场景落地，使得本期 收入规模较上年同期大幅增长。"寒武纪表示，净利润扭亏为盈主要是营收增长所致。寒武纪还表示， 尚未发现可能影响本次业绩快报内容准确性的不确定性因素。 此外，摩尔线程今日也发布了业绩快报，显示去年该公司营收15.06亿元，同比增长243.37%，净利润亏 损10.24亿元，亏损同比缩窄。而沐曦股份此前也发布了2025年业绩预告。沐曦股份预计去年营收16亿 元~17亿元，同比增长115.32%~128.78%，亏损6.5亿元~7.98亿元，亏损幅度也同比收窄。对照沐曦股份 此前在招股书中预计的2025年前9个月净利润数据，该公司去年第四季度亏损2.7亿元~4.98亿元。亏损 金额可能接近甚至超过前三季度的亏损金额。 微信编辑| 雨林 第一财 ...

格隆汇2月27日丨寒武纪(688256.SH)公布2025年度业绩快报，报告期内，公司实现营业收入64.97亿元， 同比增长453.21%。报告期内，公司归属于母公司所有者的净利润为20.59亿元，较上年同期扭亏为盈， 主要系本期营业收入大幅增长所致。 公司营业总收入较上年同期增长453.21%，报告期内，受益于人工智能行业算力需求的持续攀升，公司 凭借产品的优异竞争力持续拓展市场，积极推动人工智能应用场景落地，使得本期收入规模较上年同期 大幅增长。 ...

寒武纪表示，受益于人工智能行业算力需求的持续攀升，公司凭借产品的优异竞争力持续拓展市场，积 极推动人工智能应用场景落地，使得本期收入规模较上年同期大幅增长。 北京商报讯（记者 马换换 李佳雪）2月27日晚间，寒武纪（688256）发布2025年业绩快报显示，报告期 内，公司实现营业收入约为64.97亿元，同比增长453.21%；对应实现归属净利润约为20.59亿元，较上 年同期扭亏为盈。 ...

（文章来源：广州日报） 寒武纪2月27日晚间发布业绩快报称，2025年度营收为64.97亿元，同比增长453.21%；净利润为20.59亿 元，同比扭亏为盈。报告期内，受益于人工智能行业算力需求的持续攀升，该公司凭借产品的优异竞争 力持续拓展市场，积极推动人工智能应用场景落地，使得本期收入规模较上年同期大幅增长。 ...

Group 1 - The core viewpoint of the article highlights that Cambrian Technology reported a significant increase in its 2025 annual performance, with operating revenue reaching approximately 6.497 billion yuan, representing a year-on-year increase of 453.21% [1] - The net profit attributable to shareholders of the listed company is approximately 2.059 billion yuan, with basic earnings per share at 4.93 yuan [1] Group 2 - The article also notes a major shift in the AI landscape, indicating that China's AI usage has surpassed that of the United States for the first time, leading to a surge in various sectors within the A-share market [1] - A well-known Wall Street analyst commented on China's computing power path, suggesting it disrupts traditional perceptions [1]

另外，寒武纪总资产、归属于母公司的所有者权益、归属于母公司所有者的每股净资产较本报告期 初分别增长100.14%、118.27%、116.09%，主要系本期收入规模大幅增长带动利润增长及公司2025 年度 向特定对象发行新股募集资金所致。 2月27日收盘，寒武纪涨0.79%，股价报1178元，最新市值为4967.45亿元。 作为对比来看，2024年度，寒武纪实现营业收入11.74亿元，利润总额-4.56亿元，归属于母公司所 有者的净利润-4.52亿元，归属于母公司所有者的扣除非经常性损益的净利润-8.65亿元。 2月27日晚间，寒武纪发布2025年度业绩快报，公司2025年度实现营收64.97亿元，同比大幅增长 453.21%，归属于母公司所有者净利润为20.59亿元，实现扭亏为盈。 对于公司营收大幅增长，寒武纪表示，报告期内，受益于人工智能行业算力需求的持续攀升，公司 凭借产品的优异竞争力持续拓展市场，积极推动人工智能应用场景落地，使得本期收入规模较上年同期 大幅增长。 值得一提的是，这是寒武纪首次实现年度盈利。 ...

Group 1: Company Performance - Cambrian achieved a net profit of 2.059 billion yuan in 2025, turning a profit due to a significant increase in revenue, which reached 6.497 billion yuan, a 453.21% increase year-on-year [1] - Muxi reported a total revenue of 1.644 billion yuan in 2025, a 121.26% increase, with net losses narrowing by 44.53% to 781.45 million yuan [2] - Moer Thread's revenue grew by 243.37% to 1.506 billion yuan in 2025, with net losses reduced by 36.70% to 1.024 billion yuan [3] - Lingdian Electric Control's net profit increased by 745.02% to 135 million yuan, despite a slight revenue decrease of 0.17% to 1.194 billion yuan [4] - JinkoSolar reported a net loss of 6.786 billion yuan in 2025, a decrease of 6,959.50%, with total revenue falling by 29.18% to 65.492 billion yuan [16] Group 2: Corporate Actions - Huicheng is planning to issue H-shares and list on the Hong Kong Stock Exchange, with details still under discussion [5] - Zhongying Technology is planning to acquire at least 51% of Yingzhong Electric, which is expected to constitute a major asset restructuring [7] - Jierong Technology's actual controller is under investigation for suspected violations of information disclosure laws [6] Group 3: Market and Industry Trends - The AI industry is driving demand for computing power, benefiting companies like Cambrian and Moer Thread, which are expanding their market presence [1][3] - Muxi's GPU product shipments have significantly increased, reflecting strong market recognition and demand [2] - The global photovoltaic industry is facing price fluctuations and trade protection policies, impacting JinkoSolar's profitability [16]

每经AI快讯，2月27日，寒武纪(688256.SH)发布2025年度业绩快报，报告期内公司实现营业收入64.97亿 元，同比增长453.21%，归属于母公司所有者的净利润为20.59亿元，同比扭亏为盈。 (资料图片仅供参考) ...

Group 1: Cambricon Technologies - Cambricon Technologies reported a significant revenue increase of 453.21%, achieving an operating income of 6.497 billion yuan [1][4] - The company turned a profit with a net profit of 2.059 billion yuan, compared to a loss in the previous year [1][4] - The growth was driven by the rising demand for computing power in the AI industry and the company's competitive product offerings [4] Group 2: Moore Threads - Moore Threads reported a net loss of 1.024 billion yuan for the year, an improvement from a loss of 1.618 billion yuan in the previous year [5] - The company achieved revenue of over 1.5 billion yuan, reflecting a year-on-year growth of 243.37% [5] - The flagship GPU product, MTT S5000, has been mass-produced and is capable of supporting large-scale model training with competitive efficiency [5] Group 3: Market Performance - On February 27, Cambricon's stock price rose by 0.79%, leading the Sci-Tech Innovation Board with a trading volume of 14.322 billion yuan [5] - Both Cambricon and Moore Threads experienced stock price increases over two consecutive days, with respective gains of 0.04% and 0.39% [5]