Core Viewpoint - The stock of Sikan Technology (Hangzhou) Co., Ltd. has experienced an abnormal trading fluctuation, with a cumulative closing price increase of over 30% in two consecutive trading days, prompting a disclosure announcement [2][5]. Group 1: Stock Trading Abnormality - The company's stock price increased by a cumulative deviation of over 30% on January 29 and January 30, 2026, which is classified as an abnormal trading situation according to the Shanghai Stock Exchange rules [2][5]. - The company has conducted a self-examination and confirmed that there are no undisclosed significant information regarding the company from its controlling shareholders or actual controllers [2][6]. Group 2: Business Operations - The company reports that its production and operational activities are normal, with no significant changes in the market environment or industry policies [6]. - There are no undisclosed major events such as mergers, acquisitions, or significant transactions that could impact the company's stock price [7][10]. Group 3: Contractual Agreement - The company has signed a framework agreement with Shenzhen Tuozhu Technology Co., Ltd., which is related to daily operational sales; however, the specific amounts are not defined, leading to potential uncertainties in future business contributions [3][11]. - The company has disclosed this framework contract on January 30, 2026, and emphasizes that the execution of this contract may be affected by external macroeconomic changes or unforeseen circumstances [3][11]. Group 4: Market Sentiment - There is heightened market attention regarding the collaboration with Tuozhu Technology, but no significant media reports or market rumors have been identified that could impact the stock price [9].

证券代码：688583 证券简称：思看科技 公告编号：2026-006 思看科技（杭州）股份有限公司 股票交易异常波动公告 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。 重要内容提示： 1 经公司自查，并经向公司实际控制人、控股股东及其一致行动人发函证实： 截至本公告披露日，除在指定信息披露网站及信息披露媒体上已公开披露的信息 外，公司与控股股东、实际控制人及其一致行动人不存在应披露而未披露的重大 信息，包括但不限于并购重组、股份发行、重大交易类事项、债务重组、 业务 重组、股份回购、资产剥离、重大业务合作和资产注入等重大事项。 思看科技（杭州）股份有限公司（以下简称"思看科技"或"公司"或"本 公司"）股票交易连续 2 个交易日内日收盘价格涨幅偏离值累计达到 30%， 根据《上海证券交易所科创板股票上市规则》《上海证券交易所交易规则》 等有关规定，属于股票交易异常波动情形。 经公司自查并向公司控股股东、实际控制人及其一致行动人发函询证，截至 本公告披露日，公司控股股东、实际控制人及其一致行动人不存在关于公司 的应披露而 ...

南财智讯1月30日电，思看科技公告，公司股票交易于2026年1月29日、2026年1月30日连续2个交易日内 收盘价格涨幅偏离值累计超过30%，根据《上海证券交易所科创板股票上市规则》《上海证券交易所交 易规则》等有关规定，属于股票交易异常波动情形。经公司自查并向控股股东、实际控制人及其一致行 动人发函询证，截至本公告披露日，公司控股股东、实际控制人及其一致行动人不存在应披露而未披露 的重大信息；公司目前生产经营正常，未发生重大变化；除已披露的与深圳拓竹科技有限公司签订日常 经营框架合同事项外，公司不存在并购重组、股份发行、重大交易、债务重组、业务重组、股份回购、 资产剥离、重大业务合作和资产注入等应披露而未披露的重大事项；公司董事、高级管理人员、控股股 东、实际控制人及其一致行动人在异常波动期间均不存在买卖公司股票的行为。 ...

思看科技发布异动公告，公司股票交易连续2个交易日内日收盘价格涨幅偏离值累计达到30%，根据 《上海证券交易所科创板股票上市规则》《上海证券交易所交易规则》等有关规定，属于股票交易异常 波动情形。经公司自查，市场近期对与拓竹科技建立合作关注度较高。本次签署合同为框架性合同，未 明确约定具体金额，截至目前，也未有在手订单。除上述已说明的情况外，公司未发现对公司股票交易 价格可能产生重大影响的媒体报道及市场传闻。 ...

Market Overview - The general equipment sector experienced a decline of 0.13% on January 30, with New Jin Power leading the losses [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] Top Performers - SiKan Technology (688583) saw a significant increase of 20.00%, closing at 128.68 with a trading volume of 12,300 [1] - Zhenglei Co., Ltd. (301317) rose by 13.37%, closing at 42.15 with a trading volume of 108,900 [1] - Oke Yi (688308) increased by 11.26%, closing at 53.25 with a trading volume of 95,700 [1] - Rui Xin Technology (300828) gained 10.02%, closing at 23.83 with a trading volume of 120,670 [1] - Baida Precision (603331) rose by 9.99%, closing at 15.63 with a trading volume of 316,900 [1] Underperformers - New Jin Power (300157) fell by 10.41%, closing at 5.68 with a trading volume of 1,903,900 [2] - Jiuling Technology (920505) decreased by 10.27%, closing at 51.80 with a trading volume of 40,900 [2] - Huanghe Xuanfeng (600172) dropped by 10.03%, closing at 6.55 with a trading volume of 2,199,900 [2] - Huifeng Diamond (920725) declined by 9.31%, closing at 33.72 with a trading volume of 69,800 [2] - Baoding Technology (002552) decreased by 9.24%, closing at 19.25 with a trading volume of 236,500 [2] Capital Flow - The general equipment sector saw a net outflow of 3.508 billion yuan from institutional investors, while retail investors had a net inflow of 3.369 billion yuan [2] - The sector experienced a net inflow of 139 million yuan from speculative funds [2] Individual Stock Capital Flow - JuLi SuoJu (002342) had a net inflow of 135 million yuan from institutional investors, while it faced a net outflow from speculative and retail investors [3] - Baida Precision (603331) saw a net inflow of 73.68 million yuan from institutional investors, with outflows from both speculative and retail investors [3] - New Jin Power (300157) had a net inflow of 34.49 million yuan from institutional investors, but faced significant outflows from speculative and retail investors [3]

【国产替代之光，科创自立自强】 值得关注的是，字节与阿里拟于2026年2月中旬春节假期同步发布新一代AI模型（字节豆包2.0多模态矩阵、阿里Qwen3.5），这是双方在C端应用入口、B端 云服务与AI生态主导权上的正面决战，将重塑中国AI应用格局并拉动上游算力需求。 国海证券认为，阿里、字节等头部玩家生态化竞争下，中小型AI应用有望加速接入巨头生态换取流量，或聚焦垂直领域开拓新空间。基于行业生态化、场 景化演进带来的结构性机遇。 值得关注的是，科创人工智能ETF（589520）标的指数全面覆盖应用软件、终端应用、终端芯片、云端芯片四大环节，AI产业链正由云端向边缘侧发展，从 依赖海外技术向自主可控发展，科创人工智能方向受益于端侧芯片、软件AI化进程提速，更契合AI产业链当下现状，或具备更大潜力。 | | | 成分股举例 | | --- | --- | --- | | | 33.80% | 金山办公、中科星图、道通科技、云从科技 | | SIF WE | 15.23% | 奥比中光、凌云光、 白头科技、 审白网络 | | | 26.33% | 芯原股份、 旧家科技, 品层股份 乐鑫科技 | | | 24.64% ...

Group 1 - The core focus is on the domestic AI industry chain, with the Science and Technology Innovation Artificial Intelligence ETF (589520) experiencing a price increase of 1.46% after two consecutive days of net capital inflow totaling 14.72 million yuan [1][8] - Major players in the AI sector, including ByteDance and Alibaba, are set to release new AI models in mid-February 2026, marking a significant competitive shift in the AI application landscape in China [3][11] - The ETF's index comprehensively covers four key segments: application software, terminal applications, terminal chips, and cloud chips, indicating a shift from reliance on foreign technology to self-sufficiency in the AI industry [3][11] Group 2 - Notable stocks within the ETF include Sikan Technology, which saw a 20% increase, and Lanke Technology, which rose over 13%, reflecting strong market performance [2][10] - The ETF's composition includes leading domestic GPU and ASIC companies, with nearly 70% of the top ten holdings and a significant focus on the semiconductor industry, indicating a robust growth potential [6][13] - The ETF serves as an efficient tool for investors looking to gain exposure to domestic computing power, being a financing and margin trading target [6][13]

Group 1: Profit Forecasts - Dongcai Technology expects a net profit of approximately 300 million yuan for 2025, representing a year-on-year increase of about 65.73% [1] - Aerospace Electronics anticipates a net profit of 192 million to 247 million yuan for 2025, a decrease of 55% to 65% year-on-year [2] - Oulai New Materials forecasts a loss of 33 million to 48 million yuan for 2025, compared to a profit of 28.17 million yuan in the previous year [3] - Jiu Ding New Materials projects a net profit of 85 million to 98 million yuan for 2025, reflecting a year-on-year increase of 187.68% to 231.68% [5] - Chuan Yi Technology expects a net profit of 78 million to 103 million yuan for 2025, reversing a loss of 73.47 million yuan from the previous year [6] - Ju Yi Technology anticipates a net profit of 70 million to 105 million yuan for 2025, representing a year-on-year increase of 228.36% to 392.54% [7] - ST Xifa forecasts a net profit of 110 million to 160 million yuan for 2025, a year-on-year increase of 319.91% to 510.77% [19] - Light Media expects a net profit of approximately 1.5 billion to 1.9 billion yuan for 2025, reflecting a year-on-year increase of 413.67% to 550.65% [34] - Tianqi Lithium anticipates a profit of 369 million to 553 million yuan for 2025, compared to a loss of 7.905 billion yuan in the previous year [31] Group 2: Loss Forecasts - Star Ring Technology expects a loss of 220 million to 250 million yuan for 2025, with a projected revenue of 420 million to 450 million yuan, a year-on-year increase of 13.06% to 21.13% [9] - Filinger anticipates a loss of 65 million to 85 million yuan for 2025, compared to a loss of 37.31 million yuan in the previous year [10] - Jiahe Meikang forecasts a loss of 240 million to 280 million yuan for 2025, compared to a loss of 256 million yuan in the previous year [11] - Light Textile City expects a loss of 15 million to 22.5 million yuan for 2025 [23] - Ailon Technology anticipates a profit of 14.96 million to 22.44 million yuan for 2025, reversing a loss of 21.70 million yuan from the previous year [24] - ST Yun Chuang forecasts a loss of 139 million to 149 million yuan for 2025, with projected revenue of 53.5 million to 57.5 million yuan, a year-on-year increase of 6.15% to 14.09% [42] - Meike Home expects a loss of 1.2 billion to 1.8 billion yuan for 2025, compared to a loss of 864 million yuan in the previous year [36] Group 3: Shareholder Actions - Huafeng Chemical announced that shareholders plan to reduce their holdings by no more than 0.73% of the company's shares [8] - Naxinwei disclosed that shareholders plan to reduce their holdings by no more than 1.75% of the company's shares [12] - Shikong Technology announced that a shareholder plans to reduce their holdings by no more than 3% of the company's shares [13] - Yandong Micro disclosed that a shareholder plans to reduce their holdings by no more than 1% of the company's shares [37] - Daily Interaction announced that shareholders plan to reduce their holdings by no more than 0.135% of the company's shares [41]

科创人工智能ETF华夏(589010)紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具高研 发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 截至今日10:25，科创人工智能ETF(589010)开盘后单边震荡下行，最新价报 1.575元，较开盘价下跌 1.991%。持仓层面，该ETF跟踪的 30 只成分股跌势高度主导，下跌覆盖度超八成，25只个股下跌，中 科星图跌超5%，优刻得、复旦微电、亚信安全等跌幅居前。少数标的逆势大涨，思看科技开盘涨停。 流动性方面，该 ETF 成交额达2595万元，换手率1.03%，成交活跃度维持适中水平。 消息方面，1月29日消息，据The Information报道，英伟达、微软、亚马逊三大科技巨头正洽谈联合向 OpenAI投资至多600亿美元，其中英伟达拟投最高300亿美元、亚马逊超100亿美元、微软低于100亿美 元，该轮融资前OpenAI的估值或达7300亿美元。 中信证券表示，虽然AI应用大规模商业化落地仍不明朗，但海外AI模型与应用密集催化下，海外算力 需求有望持续上行，算力相关担忧迎来阶段性修复，未来3-6个月海外算力链有望重回 ...

Core Viewpoint - Sikan Technology (688583.SH) has signed a framework cooperation agreement with Shenzhen Tuozhu Technology Co., Ltd. to jointly design and develop consumer-grade 3D scanners, which will be produced and sold by Sikan Technology to Tuozhu Technology [1] Group 1 - The agreement is a framework contract, and the total contract amount has not been explicitly stated [1] - Future business cooperation details and progress will be determined by separate actual business contracts or orders [1]