截至9月30日，中科蓝讯股东户数1.89万，较上期增加44.27%；人均流通股2343股，较上期减少 30.69%。2025年1月-9月，中科蓝讯实现营业收入13.02亿元，同比增长4.29%；归母净利润2.11亿元，同 比增长2.17%。 分红方面，中科蓝讯A股上市后累计派现3.40亿元。近三年，累计派现2.74亿元。 1月26日，中科蓝讯涨0.33%，成交额6.28亿元。两融数据显示，当日中科蓝讯获融资买入额8406.41万 元，融资偿还7978.39万元，融资净买入428.02万元。截至1月26日，中科蓝讯融资融券余额合计6.22亿 元。 融资方面，中科蓝讯当日融资买入8406.41万元。当前融资余额6.21亿元，占流通市值的3.46%，融资余 额超过近一年60%分位水平，处于较高位。 融券方面，中科蓝讯1月26日融券偿还1200.00股，融券卖出600.00股，按当日收盘价计算，卖出金额 8.92万元；融券余量8802.00股，融券余额130.88万元，超过近一年90%分位水平，处于高位。 资料显示，深圳市中科蓝讯科技股份有限公司位于广东省深圳市南山区沙河街道高发社区侨香路4068号 智慧广场A栋13 ...

121家科创板公司提前对2025年业绩进行预告，业绩预亏的有40家，业绩预增的有34家，业绩减亏的有 32家，业绩预降的有11家，业绩预盈的有4家。 证券时报·数据宝统计显示，截至1月26日，有121家公司公布了2025年业绩预告。业绩预告类型显示， 预增公司34家、预盈4家，合计报喜公司比例为31.40%；业绩预降公司11家、预亏公司有40家。 | 代码 | 简称 | 业绩预告日期 | 业绩预告类型 | 预计净利润增幅中值（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 688091 | 上海谊众 | 2026.01.22 | 预增 | 831.86 | 医药生物 | | 688525 | 佰维存储 | 2026.01.14 | 预增 | 473.71 | 电子 | | 688332 | 中科蓝讯 | 2026.01.08 | 预增 | 371.51 | 电子 | | 688796 | 百奥赛图 | 2025.12.09 | 预增 | 303.57 | 医药生物 | | 688117 | 圣诺生物 | 2026.01.16 | 预增 | 242.48 | ...

83家科创板公司提前对2025年业绩进行预告，业绩预亏的有26家，业绩预增的有26家，业绩减亏的有22 家，业绩预降的有6家，业绩预盈的有3家。 证券时报·数据宝统计显示，截至1月23日，有83家公司公布了2025年业绩预告。业绩预告类型显示，预 增公司26家、预盈3家，合计报喜公司比例为34.94%；业绩预降公司6家、预亏公司有26家。 业绩预喜公司中，以预计净利润增幅中值统计，共有12家公司净利润增幅超100%；净利润增幅在 50%~100%之间的有11家。 具体到个股看，上海谊众预计净利润增幅最高。公司预计2025年净利润增幅中值为831.86%；佰维存 储、中科蓝讯预计净利润同比增幅中值分别为473.71%、371.51%，增幅位列第二、第三。 | 代码 | 简称 | 业绩预告日期 | 业绩预告类型 | 预计净利润增幅中值（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 688091 | 上海谊众 | 2026.01.22 | 预增 | 831.86 | 医药生物 | | 688525 | 佰维存储 | 2026.01.14 | 预增 | 473.7 ...

Summary of Key Points Core Viewpoint - A total of 70 companies listed on the Sci-Tech Innovation Board have provided earnings forecasts for 2025, with 23 companies expecting losses, 21 expecting profit increases, 19 expecting reduced losses, 5 expecting profit declines, and 2 expecting profits [1]. Group 1: Earnings Forecasts - Among the 70 companies, 32.86% are expected to report positive earnings, with 21 companies forecasting profit increases and 2 companies forecasting profits [1]. - The highest expected net profit increase is from Shanghai Yizhong, with a median increase of 831.86% [3]. - Other notable companies include Baiwei Storage and Zhongke Lanyun, with expected net profit increases of 473.71% and 371.51%, respectively [3]. Group 2: Industry Performance - Companies expecting net profit increases of over 50% are primarily in the electronics, pharmaceutical, and machinery sectors, with 7, 4, and 4 companies respectively [1]. - The average increase in stock prices for high-growth companies this year is 20.92%, with Baiwei Storage leading at a 65.83% increase [1]. Group 3: Capital Flow - In terms of capital flow, notable inflows in the past 5 days were seen in companies like Lankai Technology, with a net inflow of 1.317 billion, and Dingtong Technology, with 301 million [2]. - Conversely, companies like Qiangyi Co. and Shengnuo Bio experienced significant net outflows, with 151 million and 124 million respectively [2]. Group 4: Individual Company Forecasts - Detailed forecasts for individual companies include: - Baiwei Storage: 473.71% increase [3] - Zhongke Lanyun: 371.51% increase [3] - ST Tianwei: 220.04% profit [3] - Other companies with notable forecasts include Dingtong Technology and Chengdu Huamei, with expected increases of 119.59% and 91.54% respectively [3][4]. Group 5: Loss Forecasts - Companies forecasting losses include: - Hu Silicon Industry: -44.77 million [5] - Jinke Energy: -103.30 million [5] - Other companies with significant losses include Tianyi New Materials and Jingye Intelligent, with losses of -173.14 million and -207.72 million respectively [5].

Core Viewpoint - 62 companies listed on the Sci-Tech Innovation Board have provided earnings forecasts for 2025, with 21 companies expecting losses, 20 expecting profit increases, 14 expecting reduced losses, 5 expecting profit declines, and 2 expecting profits [1]. Group 1: Earnings Forecasts - Among the 62 companies, 20 are expected to increase profits, and 2 are expected to be profitable, resulting in a total of 35.48% of companies reporting positive forecasts [1]. - The companies with the highest expected profit growth include Baiwei Storage with a median profit increase of 473.71%, followed by Zhongke Lanyun at 371.51% and Baiaosaitu at 303.57% [1][3]. - Industries with significant profit growth include electronics, machinery, and biomedicine, with 7, 4, and 3 companies respectively showing profit increases of over 50% [1]. Group 2: Stock Performance - Sci-Tech Innovation Board stocks with high earnings growth have averaged a 17.21% increase in stock price this year [1]. - Baiwei Storage has seen the largest stock price increase of 65.85%, followed by Qiangyi Co. and Oke Yi with increases of 45.25% and 30.53% respectively [1]. Group 3: Capital Flow - In terms of capital flow, stocks with significant earnings growth have seen net inflows, with Lankai Technology, Dingtong Technology, and Baiwei Storage receiving net inflows of 569 million, 342 million, and 199 million respectively over the past five days [2]. - Conversely, stocks like Qiangyi Co., Zhongke Lanyun, and Baiaosaitu have experienced net outflows of 185 million, 114 million, and 99.92 million respectively [2].

Core Insights - 56 companies on the Sci-Tech Innovation Board have issued performance forecasts for 2025, with 18 expecting losses, 18 expecting profit increases, 13 expecting reduced losses, 5 expecting profit declines, and 2 expecting profits [1] Group 1: Performance Forecasts - 35.71% of the companies forecast positive performance, with 18 companies expecting profit increases and 2 expecting profits [1] - Among the companies forecasting profit increases, 8 expect a net profit growth of over 100%, while 6 expect growth between 50% and 100% [1] - The company with the highest expected net profit growth is Baiwei Storage, with a median increase of 473.71% [3] Group 2: Industry Performance - Companies expecting net profit growth of over 50% are primarily in the electronics, pharmaceutical, and machinery sectors, with 7, 3, and 2 companies respectively [1] - The average increase in stock prices for high-growth companies this year is 17.77%, with Baiwei Storage leading at a 52.70% increase [1] Group 3: Capital Flow - In terms of capital flow, the stocks with significant net inflows over the past 5 days include Dingtong Technology, Oke Yi, and Kejie Intelligent, with net inflows of 277 million, 6.3 million, and 3.8 million respectively [2] - Conversely, stocks with high net outflows include Lankai Technology, Zhongke Lanyun, and Qiangyi Co., with net outflows of 217 million, 19 million, and 8.7 million respectively [2] Group 4: Individual Company Forecasts - The top companies by expected net profit growth include: - Baiwei Storage: 473.71% [3] - Zhongke Lanyun: 371.51% [3] - Baiaosaitu: 303.57% [3] - Companies expecting losses include: - Rongbai Technology: -157.45% [5] - Jinge Energy: -173.14% [5] - Tianhe Technology: -105.08% [5]

Core Viewpoint - 48 companies on the Sci-Tech Innovation Board have provided earnings forecasts for 2025, with 18 companies expecting losses, 16 expecting profit increases, 9 expecting reduced losses, 4 expecting profit declines, and 1 expecting profits [1] Group 1: Earnings Forecasts - 35.42% of the companies forecast positive earnings, with 16 companies expecting profit increases and 1 company expecting profits [1] - Among the companies forecasting profit increases, 6 companies expect a net profit growth of over 100%, while 5 companies expect growth between 50% and 100% [1] - The company with the highest expected net profit growth is Baiwei Storage, with a median increase of 473.71% [1] - Other notable companies include Zhongke Lanyun and Baiaosaitu, with expected net profit growths of 371.51% and 303.57% respectively [1] Group 2: Industry Performance - Companies expecting net profit growth of over 50% are primarily in the electronics, pharmaceutical, and machinery sectors, with 6, 3, and 2 companies respectively [1] - The average increase in stock prices for high-growth companies this year is 21.33%, with Baiwei Storage leading at a 60.29% increase [1] Group 3: Capital Flow - In terms of capital flow, the stocks with significant net inflows over the past 5 days include Baiwei Storage (¥4.81 billion), Lankai Technology (¥3.06 billion), and Qiangyi Co. (¥855.97 million) [2] - Conversely, companies with high net outflows include Zhongke Lanyun (¥1.85 billion), Xinpengwei (¥1.07 billion), and Nami Technology (¥630.19 million) [2] Group 4: Detailed Earnings Forecasts - Detailed earnings forecasts for specific companies include: - Baiwei Storage: 473.71% increase [3] - Zhongke Lanyun: 371.51% increase [3] - Baiaosaitu: 303.57% increase [3] - Shengnuo Biological: 242.48% increase [3] - KJ Intelligent: 154.16% increase [3] - Companies expecting reduced losses include: - Daqian Energy: 57.69% reduction [4] - Muxi Co.: 54.22% reduction [4] - Companies forecasting losses include: - Rongbai Technology: -157.45 million [5] - JY Intelligent: -173.14 million [5]

Summary of Key Points Core Viewpoint - 29 companies listed on the Sci-Tech Innovation Board have provided earnings forecasts for 2025, with 14 companies expecting losses, 9 companies expecting profit increases, 4 companies expecting reduced losses, and 2 companies expecting profit declines [1]. Group 1: Earnings Forecast Overview - Among the 29 companies, 31.03% (9 companies) are expected to report profit increases [1]. - The companies forecasting profit increases include 3 companies with a median net profit growth exceeding 100% [1]. - The highest expected net profit growth is from Baiwei Storage, with a median increase of 473.71% [2]. Group 2: Individual Company Forecasts - The top three companies by expected net profit growth are: - Baiwei Storage (Code: 688525) with a median increase of 473.71% in the electronics sector [2]. - Zhongke Lanyun (Code: 688332) with a median increase of 371.51% in the electronics sector [2]. - Baiaosaitu (Code: 688796) with a median increase of 303.57% in the pharmaceutical and biological sector [2]. Group 3: Companies Expecting Losses - 14 companies are forecasting losses, with notable declines including: - Rongbai Technology (Code: 688005) with a forecasted loss of -157.45% in the power equipment sector [2]. - Qin Chuan Internet of Things (Code: 688528) with a forecasted loss of -68.62% in the machinery sector [2]. - Zhongkong Technology (Code: 688777) with a forecasted decline of -57.46% in the machinery equipment sector [2].

Group 1 - The core point of the article is that on January 15, one listed company will have its restricted shares unlocked, with a total market value of approximately 5.069 billion yuan [1] Group 2 - The specific details of the restricted share unlock include the company name Zhongke Lanyun, stock code 688332, type of restricted shares, and the number of shares unlocked being 76.2838 million [1]

Core Viewpoint - The article highlights the significant profit increase of companies like Zhongke Lanyun due to investments in Moer Technology and Muxi Technology, with a focus on the disparity between reported profits and core operational performance [1][4]. Financial Performance - Zhongke Lanyun expects a net profit of 1.4 billion to 1.43 billion yuan for 2025, representing a year-on-year increase of over 360% [1][5]. - However, the company's net profit excluding non-recurring gains is projected to decline by 1.7% to 2.2 billion to 2.4 billion yuan, indicating that over 80% of the profit increase is attributed to investment gains rather than core business operations [3][5]. Investment Activities - Zhongke Lanyun has invested in Moer Technology and Muxi Technology, with significant financial commitments leading to substantial unrealized gains [7][11]. - The company has also engaged in private equity investments, with a total planned investment of approximately 484 million yuan across four funds, but has reported a cumulative loss of 2.4 million yuan from these investments [14][15]. Market Position and Competition - In the wireless audio chip sector, Zhongke Lanyun's revenue growth of 4.29% lags behind competitors like Juchip and Lexin Technology, which reported growth rates of 54.74% and 30.97%, respectively [3][16]. - The company's gross margin of 22.59% is significantly lower than that of its peers, indicating competitive disadvantages in profitability [3][16]. Cash Flow and Investment Strategy - Zhongke Lanyun's cash flow from investment activities has consistently exceeded its operating cash flow from 2022 to 2024, reflecting an aggressive investment strategy [16]. - The company has faced negative net cash flow from investment activities, highlighting the risks associated with its investment-heavy approach [16]. Market Sentiment and Stock Performance - Despite a peak market valuation exceeding 20 billion yuan, Zhongke Lanyun's stock performance has underperformed relative to the broader market and its sector, raising concerns among investors [17][18]. - Investor sentiment has been affected by the company's reliance on non-recurring gains for profit reporting, leading to calls for improved market management strategies [18][19]. Product Development and Future Outlook - Zhongke Lanyun is expanding its product lines to include AI-related technologies and has established partnerships with major consumer electronics brands [19]. - However, the company faces challenges in translating its product diversification into significant revenue growth, particularly in a highly competitive market [19].