长江证券表示，从Copilot到Agent的范式转移进行时，有望颠覆软件开发生态。带来的改变：1）从工具 到决策、从被动到主动；2）生产效率重构：代码生成的边际成本显著下降。从国内外产业进展看， AICoding市场正在快速扩容。根据SphericalInsights预测，到2032年，AICoding市场规模或将超过295亿 美元。从渗透率看，根据IDC统计，美国91%的开发者都使用AI编程工具，国内目前渗透率30%、未来 有望快速提升。建议关注AICoding相关厂商。 据智通财经主题库显示，相关上市公司中： 2月3日，摩尔线程正式推出AI Coding Plan智能编程服务。作为首个基于国产全功能GPU算力底座构建 的智能开发解决方案，该服务以MTT S5000强劲的全精度计算能力为核心驱动，融合硅基流动推理加速 引擎，并集成GLM-4.7顶尖代码模型。 三维天地低代码开发平台已集成AI大模型，进一步提升开发效率。推出的Sunw aylink产品与低代码平 台相结合可以使客户以极小的学习成本实现编程目的。 卓易信息表示，卓易AI编程平台的优势在于通过多智能体协作架构、行业/语言模板、云原生资源和高 质量 ...

来源：新浪基金∞工作室 中证2000ETF（563300）业绩比较基准为中证2000指数收益率，管理人为华泰柏瑞基金管理有限公司， 基金经理为李沐阳、柳军，成立（2023-09-06）以来回报为45.49%，近一个月回报为6.52%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月3日，中证2000ETF（563300）开盘涨1.17%，报1.472元。中证2000ETF（563300）重仓股方面，鼎 通科技开盘涨2.53%，骄成超声涨1.85%，平潭发展涨0.60%，信息发展涨0.67%，成都先导涨0.43%，华 锐精密涨1.30%，炬芯科技涨1.53%，东田微涨1.61%，卓易信息涨3.48%，神工股份涨3.52%。 ...

- The quantitative factors that performed well in the broker gold stock pool over the past month include total market capitalization, single-quarter net profit growth rate, and analyst net upgrade ratio[3][30] - The quantitative factors that performed poorly in the broker gold stock pool over the past month include post-earnings announcement gap excess, single-quarter ROE, and intraday return rate[3][30] - The broker gold stock performance enhancement portfolio achieved an absolute return of 11.47% and an excess return of 4.15% relative to the partial equity hybrid fund index for the period from January 5, 2026, to January 30, 2026[5][43] - The broker gold stock performance enhancement portfolio ranked in the 16.69th percentile among active equity funds for the period from January 5, 2026, to January 30, 2026[5][43] - The broker gold stock index achieved a return of 7.60% for the period from January 5, 2026, to January 30, 2026, compared to a return of 7.32% for the partial equity hybrid fund index over the same period[24]

● 本报记者 谭丁豪 刘英杰 1月30日，随着A股1月最后一个交易日结束，券商1月"金股"组合收益情况随之出炉，个股盈利效应充 足，仅少数组合表现不及预期。2月行情将至，多家券商已发布最新"金股"组合，标的布局呈核心集 中、多点分散特征，行业配置呈现出鲜明的结构性特征。机构普遍看好2月春季行情，认为市场将迎核 心做多窗口，建议锚定科技与周期双主线布局，节前宜保持稳健策略，持股过节把握节后行情机遇。 1月超六成"金股"收益为正 1月以来，在A股市场整体表现回暖的背景下，券商"金股"组合表现亮眼。统计显示，36个万得券商"金 股"组合中，有34个组合在1月份实现正收益，实现正收益的组合占比超九成。 个股层面，1月份券商"金股"的整体盈利效应同样显著。数据显示，当月42家券商合计推荐"金股"249 只，从盈利分布来看，共有165只个股实现上涨，85只个股出现下跌，上涨个股占比超六成，盈利效应 相对充足。 具体到标的表现，多只"金股"在1月迎来大幅上涨。华龙证券1月推荐的卓易信息涨幅尤为抢眼，当月累 计涨幅超98%，近乎翻倍，成为当月券商"金股"中的"涨幅王"；国联民生证券推荐的宏景科技、国信证 券推荐的圣晖集成涨幅 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Insights - The company is expected to achieve significant growth in net profit, with a forecasted net profit of 83 million yuan for 2025, representing a year-on-year increase of 153.1%. The net profit for 2026 and 2027 is projected to be 158 million yuan and 297 million yuan, respectively [4][7] - The company has a strong positioning in the AI programming sector, with the launch of two AI programming products, SnapDevelop and EazyDevelop, which are expected to enhance development efficiency and attract a wide user base [5] Financial Summary - The company’s revenue is projected to grow from 418 million yuan in 2025 to 785 million yuan in 2027, with year-on-year growth rates of 29.4%, 35.8%, and 38.1% respectively [7] - The gross profit margin is expected to improve from 48.8% in 2025 to 58.0% in 2027, indicating enhanced profitability [10] - The earnings per share (EPS) is forecasted to increase from 0.69 yuan in 2025 to 2.45 yuan in 2027, reflecting strong earnings growth [7][10]

1月30日，卓易信息跌5.08%，截至发稿，报147.32元/股，成交8.33亿元，换手率4.55%，总市值178.47 亿元。 资料显示，江苏卓易信息科技股份有限公司位于江苏省宜兴市新街街道兴业路298号，成立日期2008年5 月12日，上市日期2019年12月9日，公司主营业务涉及以自主知识产权的云计算设备核心固件(BIOS、 BMC)技术与云平台技术为依托开展业务。主营业务收入构成为：云计算设备核心固件业务35.09%，云 服务业务33.64%，PB业务27.98%，其中:物联网云服务22.80%，其中:政企云服务10.84%，其他(补 充)3.30%。 从卓易信息十大流通股东角度 数据显示，富国基金旗下1只基金位居卓易信息十大流通股东。富国新兴产业股票A（001048）三季度 新进十大流通股东，持有股数204.93万股，占流通股的比例为1.69%。根据测算，今日浮亏损失约 1614.83万元。 富国新兴产业股票A（001048）成立日期2015年3月12日，最新规模69.25亿。今年以来收益4.38%，同 类排名3537/5557；近一年收益68.59%，同类排名465/4285；成立以来收益304. ...

证券代码：688258 证券简称：卓易信息 公告编号：2026-004 江苏卓易信息科技股份有限公司 2025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。 一、本期业绩预告情况 （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 （1）经财务部门初步测算，预计2025年年度实现归属于母公司所有者的净利润为8,292.16万元，与上年 同期（法定披露数据）相比将增加5,008.01万元，同比增加152.49%。 （3）本次业绩预告未经注册会计师审计。 二、上年同期业绩情况和财务状况 （一）利润总额：3,775.08万元。归属于母公司所有者的净利润：3,284.15万元。归属于母公司所有者的 扣除非经常性损益的净利润：1,489.36万元。 （二）基本每股收益：0.27元/股。 三、本期业绩变化的主要原因 报告期内，公司前期通过主动优化资产结构及人力资源配置，对非核心及不良业务剥离与转让等战略性 调整已取得成效。报告期内，公司进一步聚焦AI+IDE及计算设备核心固件优质业务 ...

（文章来源：证券日报） 证券日报网讯 1月29日，卓易信息发布公告称，公司预计2025年年度实现归属于母公司所有者的净利润 为8，292.16万元，与上年同期（法定披露数据）相比将增加5，008.01万元，同比增加152.49%。 ...

Core Viewpoint - The company expects a significant increase in net profit for the year 2025, with a projected net profit of 82.92 million yuan, representing a year-on-year increase of 152.49% compared to the previous year [1] Financial Performance - The net profit attributable to the parent company is expected to reach 82.92 million yuan, an increase of 50.08 million yuan from the previous year [1] - The net profit excluding non-recurring gains and losses is projected to be 45.84 million yuan, reflecting a year-on-year increase of 207.81% [1] Strategic Adjustments - The company has successfully optimized its asset structure and human resource allocation, resulting in the divestiture of non-core and underperforming businesses [1] - Focus has shifted towards high-quality businesses in AI+IDE and core firmware for computing devices, with increased investment in product development and market expansion [1] Cost Management - The company has implemented measures for cost and expense control, leading to a significant decrease in management expenses during the reporting period [1] Investment Activities - The company has made indirect investments in Hengkun New Materials (stock code 688727), which has been listed on the Sci-Tech Innovation Board, contributing approximately 30 million yuan to the pre-tax profit through fair value assessments of its investments [1]

Core Viewpoint - The company,卓易信息, expects a significant increase in net profit for the year 2025, with a projected net profit of 82.92 million yuan, representing a year-on-year increase of 152.49% compared to the previous year [1] Financial Performance - The net profit attributable to the parent company is expected to be 82.92 million yuan, an increase of 50.08 million yuan from the previous year [1] - The net profit after deducting non-recurring gains and losses is projected to be 45.84 million yuan, reflecting a year-on-year increase of 207.81% [1] Strategic Adjustments - The company has successfully optimized its asset structure and human resource allocation, leading to the divestment of non-core and underperforming businesses [1] - Focus has shifted towards high-quality businesses in AI+IDE and core firmware for computing devices, with increased investment in product development and market expansion [1] Cost Management - The company has implemented measures for cost and expense control, resulting in a significant decrease in management expenses during the reporting period [1] Investment Activities - The company has made indirect investments in the industry investment fund, including a notable investment in 恒坤新材, which has been listed on the Sci-Tech Innovation Board [1] - The estimated impact of investment income and fair value changes on the company's pre-tax profit is approximately 30 million yuan [1]