Market Overview - The computer equipment sector experienced a decline of 1.4% on January 30, with Haohan Deep leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Stock Performance - Notable gainers in the computer equipment sector included: - Chunzong Technology (603516) with a closing price of 165.70, up 6.94% and a trading volume of 164,300 shares, totaling 2.653 billion yuan [1] - Lang Technology (300042) closed at 37.07, up 5.01% with a trading volume of 359,800 shares, totaling 1.335 billion yuan [1] - Tongyou Technology (300302) closed at 22.70, up 4.18% with a trading volume of 511,400 shares, totaling 1.143 billion yuan [1] Decliners - Major decliners included: - Haohan Deep (688292) with a closing price of 30.00, down 5.42% and a trading volume of 113,000 shares, totaling 3.42 billion yuan [2] - Dahua Intelligent (002512) closed at 5.83, down 5.36% with a trading volume of 734,700 shares, totaling 431 million yuan [2] - Aerospace Intelligent Equipment (300455) closed at 27.45, down 4.82% with a trading volume of 324,900 shares, totaling 894 million yuan [2] Capital Flow - The computer equipment sector saw a net outflow of 2.172 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.956 billion yuan [2] - The detailed capital flow for selected stocks showed: - Tongyou Technology (300302) had a net inflow of 86.67 million yuan from institutional investors, while retail investors had a net outflow of 77.96 million yuan [3] - ST Yingfeituo (002528) experienced a net inflow of 32.07 million yuan from institutional investors, with retail investors seeing a net outflow of 17.88 million yuan [3] - Zhimi Intelligent (001339) had a net inflow of 20.87 million yuan from institutional investors, while retail investors had a net outflow of 38.88 million yuan [3]

Group 1 - The company issued a total of 3.5429 million convertible bonds, with a total value of 354.29 million RMB, and the bonds will be traded on the Shanghai Stock Exchange starting from April 7, 2025 [1][2] - The bonds have a maturity period of six years, from March 13, 2025, to March 12, 2031 [1] - The controlling shareholder, Mr. Zhang Yue, initially subscribed to 890,860 bonds, representing approximately 25.14% of the total issuance [2] Group 2 - As of January 26, 2026, Mr. Zhang Yue has reduced his holdings by 487,590 bonds, which accounts for 13.76% of the total issuance [2] - The announcement confirms that the company’s board guarantees the accuracy and completeness of the information provided [1]

| 证券代码：688292 | 证券简称：浩瀚深度 | 公告编号：2026-005 | | --- | --- | --- | | 转债代码：118052 | 转债简称：浩瀚转债 | | 北京浩瀚深度信息技术股份有限公司 关于债券持有人可转债持有比例变动达 10%的公告 注：上表中发行总量均为初始发行总量 354.29 万张。 本公司董事会及全体董事保证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。 公司控股股东、实际控制人张跃先生配售"浩瀚转债"890,860 张，约占可转 债发行总量的 25.14%。 二、可转债持有变动情况 公司于近日接到控股股东、实际控制人张跃先生的告知函，获悉截至 2026 年 1 月 26 日，其通过上海证券交易所系统以集中竞价方式合计减持"浩瀚转债" 487,590 张，占可转债发行总量的 13.76%。具体变动情况如下： | | 称 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

Group 1 - The stock of Haohan Deep fell by 11.09% on January 26, with a trading volume of 450 million yuan [1] - On the same day, Haohan Deep had a financing buy amount of 63.67 million yuan and a financing repayment of 64.78 million yuan, resulting in a net financing buy of -1.11 million yuan [1] - As of January 26, the total balance of margin trading for Haohan Deep was 207 million yuan, accounting for 6.71% of its market capitalization, which is above the 90th percentile of the past year [1] Group 2 - As of September 30, the number of shareholders for Haohan Deep was 7,875, a decrease of 5.05% from the previous period [2] - The average circulating shares per person increased by 17.97% to 12,803 shares [2] - For the period from January to September 2025, Haohan Deep reported operating revenue of 249 million yuan, a year-on-year decrease of 21.51%, and a net profit attributable to shareholders of -9.18 million yuan, a decrease of 124.88% [2] Group 3 - Since its A-share listing, Haohan Deep has distributed a total of 53.35 million yuan in dividends [3]

Group 1 - The company is currently advancing its collaboration with a company named Yiwei Aerospace, with specific implementation managed by relevant departments [2] - The company aims to leverage its technological advantages in data exchange, intelligent algorithms, and industry applications [2] - The field of space computing is emerging, with ongoing exploration of technological routes and business models [2]

Market Overview - The computer equipment sector experienced a decline of 1.97% on January 26, with Haohan Deep leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable gainers included: - ST Huaming (300462) with a closing price of 12.46, up 4.18% on a trading volume of 83,400 shares [1] - Langke Technology (300042) closed at 33.79, up 4.00% with a trading volume of 341,200 shares [1] - Quanyi Technology (002869) closed at 26.07, up 2.84% with a trading volume of 114,700 shares [1] - Significant decliners included: - Haohan Deep (688292) closed at 30.61, down 11.09% with a trading volume of 142,300 shares [2] - Aerospace Zhizhuang (300455) closed at 28.01, down 10.48% with a trading volume of 500,800 shares [2] - Jiayuan Technology (301117) closed at 61.10, down 9.87% with a trading volume of 138,100 shares [2] Capital Flow - The computer equipment sector saw a net outflow of 2.873 billion yuan from institutional investors, while retail investors had a net inflow of 1.55 billion yuan [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Notable capital flows for specific stocks included: - Inspur Information (000977) had a net inflow of 322 million yuan from institutional investors, but a net outflow of 130 million yuan from retail investors [3] - Hikvision (002415) saw a net inflow of 269 million yuan from institutional investors, with a net outflow of 54.74 million yuan from retail investors [3] - Yimikang (300249) had a net inflow of 48.16 million yuan from institutional investors, but a net outflow of 64.24 million yuan from retail investors [3]

Core Viewpoint - The company, Beijing Haohan Depth Information Technology Co., Ltd., anticipates a significant decline in net profit for the fiscal year 2025, projecting a loss between 2.6 million to 3.9 million yuan, which represents a year-on-year decrease of approximately 107.20% to 110.80% [1][2]. Financial Performance Forecast - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between -3.9 million yuan and -2.6 million yuan, a decrease of 38.72 million to 40.02 million yuan compared to the previous year [1]. - The projected net profit after deducting non-recurring gains and losses is expected to be between -16 million yuan and -11 million yuan, reflecting a decline of 36.56 million to 41.56 million yuan year-on-year [1]. Previous Year Performance - In the previous year, the total profit was 31.97 million yuan, with a net profit attributable to shareholders of the parent company at 36.12 million yuan, and a net profit after deducting non-recurring gains and losses at 25.56 million yuan [2]. Reasons for Performance Change - The company reported a gross margin of approximately 60%, which, despite an increase from the previous year, was impacted by a reduction in capital expenditure from operators, leading to a decline in revenue [4]. - The issuance of convertible bonds in 2025 will result in increased interest expenses compared to the previous year [4]. - There has been an increase in R&D expenditures, reflecting the company's commitment to innovation [4]. - The implementation of an employee stock ownership plan and restricted stock incentives has led to additional share-based payment expenses [4]. - The company is actively expanding its business in AI solutions, network security, vehicle networking security, and overseas markets, with a sufficient order backlog showing growth compared to the previous year [4]. - The company plans to continue its dual-driven strategy of "internal deepening + external integration" to enhance its product offerings and market presence [4].

Core Viewpoint - The company, Haohan Deep (688292.SH), forecasts a net profit attributable to shareholders of the parent company for 2025 to be between -3.9 million and -2.6 million, representing a significant decrease of 38.72 million to 40.02 million compared to the previous year, indicating a year-on-year decline of 107.20% to 110.80% [1] Summary by Relevant Categories Financial Performance - The expected net profit for 2025 is projected to be between -3.9 million and -2.6 million, a decrease of 38.72 million to 40.02 million compared to the previous year [1] - The company’s gross profit margin is approximately 60%, which has increased compared to the same period last year, but overall revenue has declined year-on-year due to reduced operating capital expenditures [1] Business Operations - The decline in revenue is attributed to the expansion phase of newly established subsidiaries, which have not yet contributed to profits [1] - The company plans to issue convertible bonds in 2025, leading to an increase in interest expenses compared to the previous year [1] Research and Development - There has been an increase in R&D investment, with R&D expenses rising year-on-year [1] - The implementation of an employee stock ownership plan and restricted stock incentives has resulted in corresponding share-based payment expenses being recognized during the reporting period [1]

证券之星消息，1月23日计算机设备板块较上一交易日上涨0.33%，浩瀚深度领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。计算机设备板块个股涨跌见下表： 从资金流向上来看，当日计算机设备板块主力资金净流出20.86亿元，游资资金净流入7.45亿元，散户资 金净流入13.41亿元。计算机设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300155 | 安居宝 | 5.68 | -6.89% | 62.53万 | 3.65亿 | | 000066 | 中国长城 | 18.29 | -6.21% | 498.72万 | 91.59亿 | | 603660 | 苏州科达 | 11.18 | -4.03% | 39.21万 | 4.40亿 | | 002970 | 锐明技术 | 57.77 | -1.50% | 4.68万 | 2.70亿 | | 920808 | 曙光数创 | 80.65 | -1.47% | 2.5 ...

Core Viewpoint - The company is forecasting a net loss for 2025, with expected losses ranging from 2.6 million to 3.9 million yuan, a significant decline from a profit of 36.12 million yuan in the previous year [4]. Financial Performance - The company anticipates a non-recurring net profit loss between 11 million and 16 million yuan, compared to a profit of 25.56 million yuan in the same period last year [4]. - The latest closing price indicates a price-to-book ratio (LF) of approximately 5.38 times and a price-to-sales ratio (TTM) of about 14.57 times [4]. Business Operations - The company specializes in network intelligence and information security solutions, including hardware and software [15]. - The gross profit margin is around 60%, which has increased compared to the previous year, but the operating revenue has declined due to reduced capital expenditures from operators [15]. - The company is in the process of expanding its new subsidiaries, which have not yet contributed to profits [15]. - There has been an increase in interest expenses due to the issuance of convertible bonds in 2025, alongside increased R&D expenditures [15]. Market Expansion - The company is actively expanding in AI solutions, large network security, vehicle networking security, and overseas markets, achieving some success [16]. - The order backlog has increased compared to the previous year, indicating a healthy demand for the company's services [16].