证券日报网讯1月21日，芯联集成发布公告称，公司预计2025年年度实现营业收入约为81.90亿元，与上 年同期相比增加约16.81亿元，同比增长约25.83%。 ...

Group 1: Profit Forecasts - Limin Co. expects a net profit of 465 million to 500 million yuan for 2025, representing a year-on-year increase of 471.55% to 514.57% [1] - Guohui Energy anticipates a net profit of 1.32 billion to 1.47 billion yuan for 2025, reflecting a decline of 50.03% to 55.13% year-on-year [2] - Jiajia Yue forecasts a net profit of 198 million to 228 million yuan for 2025, indicating a growth of 50.06% to 72.79% year-on-year [3] - Xianghe Industry projects a net profit of 120 million to 148 million yuan for 2025, with an expected increase of 59.17% to 96.31% year-on-year [4] - Aojie Technology predicts a net profit of 90 million to 120 million yuan for 2025, showing a growth of 228.34% to 337.79% year-on-year [14] - Shanghai Electric expects a net profit of 1.1 billion to 1.32 billion yuan for 2025, representing an increase of approximately 47% to 76% year-on-year [15] - Tianfu Communication anticipates a net profit of 1.881 billion to 2.15 billion yuan for 2025, reflecting a growth of 40% to 60% year-on-year [16] - Yichang Technology forecasts a net profit of 150 million to 225 million yuan for 2025, indicating a year-on-year increase of 58% to 138% [29] - Shanghai Yizhong expects a net profit of 60 million to 70 million yuan for 2025, representing a significant increase of 760.18% to 903.54% year-on-year [41] Group 2: Loss Forecasts - Kexin Electromechanical anticipates a net profit of 55 million to 70 million yuan for 2025, reflecting a decline of 58.65% to 67.51% year-on-year [11][12] - Kexin Technology expects a net loss of 900 million to 1.2 billion yuan for 2025, which is an increase in loss of 78.67% to 84% year-on-year [10] - Tianyang New Materials forecasts a net loss of 250 million to 180 million yuan for 2025, compared to a loss of 213 million yuan in the previous year [20] - Bo Rui Data anticipates a net loss of 90 million to 100 million yuan for 2025, which is an increase in loss of 15.17 million to 25.17 million yuan year-on-year [19] - Xinlian Integrated expects a net loss of 577 million yuan for 2025, which is a reduction in loss of approximately 40.02% compared to the previous year [40] - Fangshilong forecasts a net loss of 4 million to 6 million yuan for 2025 [30] Group 3: Strategic Developments - Lianlong signed a strategic framework agreement with Runyinglian to enhance the reliability and efficiency of the lubricant additive supply chain in China and the Asia-Pacific region [7] - Han Jian Heshan is planning to acquire a 52.51% stake in Liaoning Xingfu New Materials Co., Ltd., with stock suspension expected for up to 9 trading days [13] - Kai Zhong Precision plans to invest 116 million yuan in a technical transformation and expansion project to meet future capacity demands [34] - Tianfu Communication is expected to engage in clinical trials for its ABA001 injection, which has received approval from the National Medical Products Administration [17]

证券代码：688469 证券简称：芯联集成 公告编号：2026-001 芯联集成电路制造股份有限公司 （2）预计 2025 年年度实现归属于母公司所有者的净利润约 -5.77 亿元，与上年同期相比减亏约 3.85 亿元，同比减亏约 40.02%。 （3）预计 2025 年年度实现归属于母公司所有者的扣除非经常性 损益的净利润约-10.94 亿元，与上年同期相比减亏约 3.16 亿元，同 比减亏约 22.41%。 （三）公司本次业绩预告未经注册会计师审计。 2025 年年度业绩预告 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 年年度实现营业收入约为 81.90 亿元，与上年同期相比增加约 16.81 亿元，同比增长约 25.83%。 二、上年同期业绩情况和财务状况 （1）营业收入：65.09 亿元。 （2）归属于母公司所有者的净利润：-9.62 亿元。 ...

Core Viewpoint - The company, ChipLink Integrated (688469.SH), forecasts a significant increase in revenue for 2025, alongside a reduction in net losses compared to the previous year [1] Financial Performance - The company expects to achieve an operating revenue of approximately 8.19 billion yuan in 2025, representing an increase of about 1.68 billion yuan, or a year-on-year growth of approximately 25.83% [1] - The projected net loss attributable to the parent company's shareholders for 2025 is 577 million yuan, which is a reduction of about 385 million yuan compared to the previous year, reflecting a year-on-year decrease in losses of approximately 40.02% [1] - The expected net loss attributable to the parent company's shareholders, after deducting non-recurring gains and losses, is 1.094 billion yuan, which is a reduction of about 316 million yuan year-on-year, indicating a decrease in losses of approximately 22.41% [1] Operational Efficiency - The company anticipates that the expansion of overall revenue scale will lead to the realization of scale effects, with refined production operations effectively enhancing efficiency [1] - Fixed costs such as depreciation and amortization are expected to be gradually diluted as the company grows [1] - The continuous optimization and upgrading of the product structure are projected to result in a gross profit margin of 5.92%, an increase of approximately 4.89 percentage points year-on-year, indicating a sustained growth trend [1]

芯联集成公告称，2025年公司预计实现营业收入81.90亿元，同比增长25.83%；归属于母公司所有者的 净利润约-5.77亿元，同比减亏40.02%；扣非净利润约-10.94亿元，同比减亏22.41%。业绩增长主要因全 球半导体行业发展，国产替代进程推进，公司产能利用率高，四大应用领域收入快速增长，一站式系统 代工平台商业模式效能释放。此外，并购重组优化管理，提升了运营效率与盈利能力。 ...

芯联集成今年以来股价涨7.17%，近5个交易日涨4.67%，近20日涨5.29%，近60日涨5.91%。 1月21日，芯联集成盘中上涨2.14%，截至10:29，报7.17元/股，成交5.55亿元，换手率1.77%，总市值 601.04亿元。 资金流向方面，主力资金净流入3187.92万元，大单买入2.02亿元，占比36.35%，卖出1.70亿元，占比 30.61%。 资料显示，芯联集成电路制造股份有限公司位于浙江省绍兴市越城区皋埠街道临江路518号，成立日期 2018年3月9日，上市日期2023年5月10日，公司主营业务涉及MEMS和功率器件等领域的晶圆代工及模 组封测业务,为客户提供一站式系统代工解决方案。主营业务收入构成为：集成电路晶圆制造代工 85.96%，模组封装9.24%，其他(补充)3.58%，研发服务1.21%。 机构持仓方面，截止2025年9月30日，芯联集成十大流通股东中，易方达上证科创板50ETF（588080） 位居第一大流通股东，持股1.82亿股，相比上期减少2321.42万股。华夏上证科创板50成份ETF （588000）位居第二大流通股东，持股1.78亿股，相比上期减少8830. ...

Core Viewpoint - The stock of ChipLink Integrated has experienced fluctuations, with a recent decline of 2.13% on January 20, 2025, and a total market capitalization of 57.84 billion yuan [1]. Group 1: Stock Performance - Since the beginning of the year, ChipLink Integrated's stock price has increased by 3.14%, with a 2.99% rise over the last five trading days, a 4.23% increase over the last 20 days, and a 5.02% gain over the last 60 days [2]. - As of January 20, 2025, the stock was trading at 6.90 yuan per share, with a trading volume of 6.02 billion yuan and a turnover rate of 1.94% [1]. Group 2: Financial Performance - For the period from January to September 2025, ChipLink Integrated reported a revenue of 5.422 billion yuan, representing a year-on-year growth of 19.23%. However, the net profit attributable to shareholders was -463 million yuan, showing a year-on-year increase of 32.32% in losses [2]. Group 3: Business Overview - ChipLink Integrated, established on March 9, 2018, and listed on May 10, 2023, is located in Shaoxing, Zhejiang Province. The company specializes in wafer foundry and module packaging testing in the MEMS and power device sectors, providing one-stop system foundry solutions [2]. - The revenue composition of ChipLink Integrated includes 85.96% from integrated circuit wafer manufacturing, 9.24% from module packaging, 3.58% from other services, and 1.21% from research and development services [2]. Group 4: Shareholder Information - As of September 30, 2025, the top ten circulating shareholders of ChipLink Integrated include E Fund's SSE STAR 50 ETF as the largest shareholder with 182 million shares, a decrease of 23.21 million shares from the previous period. Other notable shareholders include Huaxia's SSE STAR 50 ETF and Southern's CSI 500 ETF, both of which also saw reductions in their holdings [3].

Group 1 - The core viewpoint of the article is that the company, ChipLink Integrated, is operating normally with a full order book [2] Group 2 - The company responded to investor inquiries on its interactive platform, confirming its stable production and operational status [2]

Group 1 - The company, ChipLink Integrated, responded to investor inquiries on its interactive platform regarding the number of shareholders, indicating that this information will be available in future periodic reports [2]

Core Viewpoint - The report highlights a significant outflow of main capital from various stocks in the Shanghai and Shenzhen markets, with 387 stocks experiencing net outflows for five consecutive days or more, indicating potential investment risks in these companies [1][2][3][4]. Group 1: Main Capital Outflow Statistics - The stock with the longest continuous net outflow is Dameng Data, with 23 days of outflows [1]. - Daqin Railway follows with 20 days of net outflows, totaling 2.711 billion yuan [1]. - The total net outflow for Daqin Railway over 20 days is the highest at 2.711 billion yuan, while Xiechuang Data has a net outflow of 1.914 billion yuan over five days [1][2]. Group 2: Stocks with Significant Outflows - The top stocks by net outflow duration include: - Daqin Railway: 20 days, 2.711 billion yuan, 18.68% of trading volume, -6.22% cumulative change [1]. - Dameng Data: 23 days, 0.503 billion yuan, 7.58% of trading volume, 14.15% cumulative change [2]. - Haima Automobile: 12 days, 1.626 billion yuan, 8.26% of trading volume, -18.59% cumulative change [1]. Group 3: Other Notable Stocks - Other stocks with notable outflows include: - Wuzhou Xinchun: 5 days, 1.574 billion yuan, 5.24% of trading volume, 11.62% cumulative change [1]. - Dongshan Precision: 6 days, 1.512 billion yuan, 6.91% of trading volume, -6.80% cumulative change [1]. - Shengtai Electronics: 10 days, 1.377 billion yuan, 8.47% of trading volume, -8.71% cumulative change [1].