| 代码 | 简称 | 预告净利润同比 增长下限 | 申万行业 | 总市值 | | --- | --- | --- | --- | --- | | | | (%) | | (亿元) | | 688332 | 中科蓝讯 | 366.51 | 电子 | 161.25 | | 688796 | 百奧赛图 | 303.57 | 医药生物 | 223.18 | | 002010 | 传化智联 | 256.07 | 交通运输 | 171.37 | | 603590 | 康辰药业 | 243.00 | 医药生物 | 66.59 | | 300620 | 光库科技 | 152.00 | 通信 | 386.88 | | 600983 | 惠而浦 | 150.00 | 家用电器 | 77.72 | | 600189 | 泉阳泉 | 147.89 | 食品饮料 | 49.92 | | 300505 | 川金诺 | 144.24 | 基础化工 | 65.12 | | 002709 | 天赐材料 | 127.31 | 电力设备 | 925.22 | | 002258 | 利尔化学 | 113.62 | 基础化工 | 112.94 | ...

分行业来看，上述预增或扭亏的47股中，属于基础化工行业的最多，共7股；其次是机械设备、电子、有色金属，分别有6股、5股、4股。 6股晚间公告业绩预增 1月7日晚间，16股发布2025年度业绩相关公告，其中川金诺、泉阳泉、北方导航、高能环境、康辰药业、中科蓝讯6股业绩预增，报喜比 例为37.5%。 从预告净利润同比增幅下限来看，中科蓝讯预计增幅最高，预计实现归母净利润14亿元—14.3亿元，同比大幅增长366.51%—376.51%。公 司表示，本报告期非经常性损益主要为投资摩尔线程和沐曦股份取得的公允价值变动，较上年有大幅增长，导致公司2025年度实现归母净 利润较上年大幅增长。数据显示，摩尔线程和沐曦股份上市以来较发行价分别上涨440.37%、477.07%。 截至目前，已有67股发布2025年度业绩相关公告，其中47股实现归母净利润同比增长或扭亏，报喜比例超过七成。 从预告净利润同比增幅下限来看，中科蓝讯、百奥赛图、传化智联、康辰药业4股预告净利润同比增幅居前，均超过200%。 预计2025年度净利润增幅居前的个股 | 代码 | 简称 | 预告净利润同比 增长下限 | 申万行业 | 总市值 (亿元) | ...

Core Viewpoint - The entry of major high-tech companies into the A-share market has significantly benefited their "shadow stocks," leading to substantial profit increases for companies like Zhongke Lanyun. Group 1: Company Performance - Zhongke Lanyun (688332) expects a net profit attributable to shareholders of 1.4 billion to 1.43 billion yuan for 2025, an increase of 1.1 billion to 1.13 billion yuan compared to the previous year, representing a year-on-year growth of 366.51% to 376.51% [2] - The company attributes this significant profit increase to strategic investments in high-growth areas such as GPUs and advanced packaging testing, alongside substantial fair value changes from investments in major GPU leaders [2] - The company's core business is projected to see a slight decline in 2025, with expected revenue of 1.83 billion to 1.85 billion yuan, an increase of only 10.96 million to 30.96 million yuan, or 0.60% to 1.70% year-on-year [4] Group 2: Investment Holdings - Zhongke Lanyun directly holds 1.3404 million shares of Moer Thread, accounting for 0.29% of its total share capital post-IPO, and indirectly holds 670,100 shares through a venture capital fund, totaling 0.43% [2] - The company also directly holds 854,300 shares of Muxi Co., representing 0.21% of its total share capital post-IPO [2] - Moer Thread, known as the "first domestic GPU stock," saw its stock price open at 650 yuan per share on its debut, rising by 468.78%, and reached a market capitalization of 440 billion yuan at its peak [3]

Market Overview - The three major A-share indices experienced a slight increase on January 7, with total trading volume in the Shanghai and Shenzhen markets reaching 2.88 trillion yuan, an increase of over 49 billion yuan compared to the previous day [1] - More than 2,100 stocks closed higher, with notable gains in sectors such as storage chips, state-owned capital holdings, and advanced packaging [1] Historical Highs - A total of 99 stocks reached their historical closing highs, excluding newly listed stocks from the past year. The electronics, machinery equipment, and non-ferrous metals sectors had the highest concentration of stocks hitting new highs, with 27, 13, and 11 stocks respectively [1] - The average increase for stocks that reached historical highs was 7.25%, with stocks like Shaoyang Hydraulic, Meihua Medical, and Nanda Optoelectronics hitting the daily limit [1] Top Gainers - The top gainers among stocks that reached historical highs included: - Shaoyang Hydraulic (41.33 yuan, +20.01%) - Meihua Medical (41.56 yuan, +20.01%) - Andar Intelligent (170.08 yuan, +20.00%) - Nanda Optoelectronics (55.19 yuan, +20.00%) [2] Institutional Activity - In the market, 17 stocks were net bought by institutions, with five stocks seeing net purchases exceeding 1 billion yuan. Notably, Sanbo Brain Science and Shunhao Co. received over 2 billion yuan in net purchases [2] - Conversely, Jin Feng Technology faced the highest net sell-off by institutions, amounting to over 400 million yuan, followed by Meihua Medical and Chip Source Micro with net sells of 371 million yuan and 241 million yuan respectively [3] Northbound Capital Flow - Northbound funds saw net purchases in 14 stocks, with Nanda Optoelectronics, Sanbo Brain Science, and Lei Ke Defense leading with amounts exceeding 1 billion yuan [4] - On the sell side, Jin Feng Technology topped the list with a net sell amount of 92.58 million yuan, followed by Yunhan Chip City and Shunhao Co. with net sells exceeding 40 million yuan [5] Company Announcements - Zhongke Lanyun (688332) projected a net profit increase of 366.51% to 376.51% for 2025, driven by significant growth in the fair value of investments in Moer Thread and Muxi Co. [7] - Su Meida plans to acquire a 16.92% stake in Blue Science High-Tech to achieve control [7] - Baomo Co. is planning a change in control by its actual controller [7] - Puli Te's LCP film products are suitable for use as flexible electrode materials in brain-computer interfaces [7] - Chuanjin Nuo expects a net profit increase of 144.24% to 172.64% for 2025 [7]

Acquisition - Sumida plans to acquire 16.92% of Blue Science and Technology for 403 million yuan, purchasing 60 million shares at a price of 6.71 yuan per share [1] Earnings Disclosure - Kuozi Liquor forecasts a 50% to 60% decrease in net profit attributable to shareholders for 2025, estimating between 662 million yuan and 828 million yuan [2] - High Energy Environment anticipates a net profit increase of 55.66% to 86.79% for 2025, projecting between 750 million yuan and 900 million yuan [3] - Zhongke Lanyun expects a significant net profit increase of 366.51% to 376.51% for 2025, estimating between 1.4 billion yuan and 1.43 billion yuan [4] Shareholding Changes - New Link Electronics' controlling shareholder plans to reduce its stake by up to 3%, amounting to a maximum of 25.02 million shares [5] - Funeng Technology's shareholder Shenzhen Anyan intends to reduce its holdings by up to 2%, totaling a maximum of 24.44 million shares [6] - Tianhe Magnetic Materials' shareholder Nantong Yuanlong plans to reduce its stake by up to 3%, with a total of 792.84 thousand shares [7] Risk Matters - Zhenxin Technology's subsidiary has been banned from participating in procurement activities in the Western Theater due to violations, effective from January 6, 2026, for three years [8] - *ST Chang Pharmaceutical's stock may face termination of listing due to various financial and legal issues [9] - Baoneng New Energy's actual controller has been fined 12 million yuan for violations related to information disclosure, including a 2 million yuan fine and the confiscation of 25.54 million yuan in illegal gains [10]

分组1 - Heng Rui Medicine's innovative drug Ruilafup α injection has been approved for market launch, with no similar products approved domestically or internationally [1] - The drug is used in combination with fluorouracil and platinum-based drugs for first-line treatment of locally advanced unresectable, recurrent, or metastatic gastric and gastroesophageal junction adenocarcinoma with confirmed PD-L1 positivity (CPS≥1) [1] - The total R&D investment for Ruilafup α injection has reached approximately 711 million yuan [1] 分组2 - Cheng Jian Development reported that its investment in Century Space is currently in a loss state, with no unrecognized revenue impacting its operations [2] - Zhongke Lanyun expects a significant net profit increase of 366.51% to 376.51% for 2025, driven by substantial fair value changes from investments in Moer Thread and Muxi Co., Ltd [2] 分组3 - Nanjing Panda stated that it currently has no mature products related to brain-computer interfaces and has not generated related sales revenue [3] - Kecuan Technology's subsidiary has established optical module production capacity, and silicon photonic chips have completed their first tape-out but have not yet generated revenue [3] 分组4 - Zhuhai Ming Technology's subsidiary has been allocated 66,900 H-shares of Zhihua, amounting to 7.7738 million Hong Kong dollars [4] - Chengdi Xiangjiang announced that the revenue from the construction of two data center buildings will decrease by approximately 1.092 billion yuan due to changes in business conditions [4]

中科蓝讯：2025年净利同比预增366.51%-376.51% 高能环境：2025年净利同比预增55.66%-86.79% 川金诺：2025年净利同比预增144.24%—172.64% 泉阳泉：2025年净利同比预增147.89% 北方导航：2025年净利同比预增86.32%-137.14% 康辰药业：2025年净利同比预增243%-315% (本文来自第一财经) ...

Group 1 - North Navigation announced that it has no relevant business in the commercial aerospace sector and has not obtained any related orders [1][2] - Su Mei Da plans to acquire 16.92% of Blue Science and Technology shares for a total price of 403 million yuan [6] - Shenling Environment intends to invest 50 million yuan in an industrial investment fund focusing on data centers, hard technology, AI, and renewable energy [3] Group 2 - Zhaoming Technology's subsidiary received allocation of 66,900 shares from Zhiyu, amounting to 7.7738 million Hong Kong dollars [4] - Anke Intelligent Electric won a contract worth approximately 75.79 million yuan for an EPC project with a Pakistani power company [10] - The company Huizhong shares renewed a strategic cooperation agreement with Anfu Li to enhance global market sales and joint product development [11] Group 3 - The company Wanglong New Energy plans to sell 100% of its subsidiary Dujianglong Energy for 197 million yuan [11] - Xiangyang Bearing announced a free transfer of state-owned shares, which will not significantly impact its operations [12] - The company Sanhua Intelligent Control announced a cash dividend of 1.20 yuan per 10 shares for its A-share holders [13] Group 4 - The company Zhiwei Technology expects a net profit decrease of 50% to 60% for 2025, primarily due to market changes in the liquor industry [18] - The company Dongrui shares reported a 43.07% increase in pig sales revenue for 2025 [19] - The company Lihua shares reported a total sales revenue of 14.26 billion yuan from meat chickens in 2025 [20] Group 5 - The company Jiyou shares expects a net profit loss for 2025 due to market demand issues [21] - The company Zhongke Blue News anticipates a net profit increase of 366.51% to 376.51% for 2025, driven by investments in certain companies [22] - The company Chuanjinno expects a net profit increase of 144.24% to 172.64% for 2025 due to market demand and production optimization [23]

Core Viewpoint - The company expects to achieve a net profit attributable to shareholders of the parent company between 1.4 billion to 1.43 billion yuan in 2025, representing a year-on-year increase of 366.51% to 376.51% [1] Group 1: Financial Performance - The significant increase in net profit is primarily attributed to substantial growth in non-recurring gains, mainly from the fair value changes of investments in Moer Technology and Muxi Integrated Circuit [1] - The company holds 1.3404 million shares of Moer Technology, accounting for 0.29% of its total share capital post-IPO, and indirectly holds 670,100 shares through Qichuang Kexin, representing 0.14% of the total share capital [1] - The direct investment in Muxi Integrated Circuit amounts to 854,300 shares, which is 0.21% of its total share capital post-IPO [1] Group 2: Investment Strategy - The company classifies its direct holdings in Moer Technology and Muxi Integrated Circuit as "financial instruments measured at fair value with changes recognized in profit or loss," reported under "other non-current financial assets" [1] - The indirect investment in Moer Technology, through the holding in Qichuang Kexin, is reported as a long-term equity investment [1]

Core Viewpoint - The company expects to achieve a net profit attributable to shareholders of the parent company between 1.4 billion to 1.43 billion yuan for the year 2025, representing a year-on-year increase of 366.51% to 376.51% [1] Group 1: Financial Performance - The significant increase in net profit is primarily attributed to substantial growth in non-recurring gains, mainly from the fair value changes of investments in Moer Technology and Muxi Integrated Circuit [1] - The company directly holds 1.3404 million shares of Moer Technology, accounting for 0.29% of its total share capital post-IPO, and indirectly holds 670,100 shares through Qichuang Kexin, representing 0.14% of the total share capital [1] - The company also directly holds 854,300 shares of Muxi Integrated Circuit, which is 0.21% of its total share capital post-IPO [1] Group 2: Investment Strategy - The company classifies its direct holdings in Moer Technology and Muxi Integrated Circuit as "financial instruments measured at fair value with changes recognized in profit or loss," reported under "other non-current financial assets" [1] - The indirect investment in Moer Technology, through the shares held in Qichuang Kexin, is reported as a long-term equity investment [1]