新相微公告，预计2025年年度实现归属于母公司所有者的净利润850万元到1050万元，与上年同期相 比，将增加6.71万元到206.71万元，同比增加0.80%到24.51%。预计2025年年度实现归属于母公司所有 者扣除非经常性损益后的净利润400万元到600万元，与上年同期相比，将实现扭亏为盈，增加768.23万 元到968.23万元。2024年度，归属于母公司所有者的净利润为843.29万元；归属于母公司所有者的扣除 非经常性损益的净利润为-368.23万元。 ...

南财智讯1月28日电，新相微发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 850.00万元—1050.00万元，同比预增0.80%—24.51%；预计2025年全年归属于上市公司股东的扣除非经 常性损益的净利润为400.00万元—600.00万元，预计同比扭亏。2025年度，虽然显示芯片市场仍维持较 激烈的竞争态势，但公司坚持稳健经营，持续优化产品结构、加快产品迭代、提升产品性能，全年业绩 实现增长。 ...

新相微公告称，预计2025年年度实现归属于母公司所有者的净利润850.00 - 1050.00万元，同比增加 0.80% - 24.51%；归属于母公司所有者扣除非经常性损益后的净利润400.00 - 600.00万元，实现扭亏为 盈。2024年度，归属于母公司所有者的净利润为843.29万元，扣非净利润为 - 368.23万元。业绩增长主 要因公司坚持稳健经营，优化产品结构等。预告数据未经审计，具体以2025年年度报告为准。 ...

聚焦三大前沿方向，开拓AI+显示融合新场景 根据战略协议，新相微与华灿光电将围绕以下三个核心方向开展联合研发，系统布局AI时代新型显示 与光互连融合应用： 一、智算中心光互连方向：启动Micro LED光模块研发 在全球人工智能浪潮持续高涨、大模型与算力需求井喷的背景下，AI基础设施正面临日益严峻的通信 挑战。传统铜互连与当前主流的硅光方案在带宽密度、功耗和成本上逐渐触及天花板，成为制约算力进 一步释放的关键瓶颈。为抢占新一代光子互连技术制高点，国内显示驱动芯片领军企业——上海新相微 电子股份有限公司（简称"新相微"，代码688593.SH）日前与全球领先的LED芯片厂商京东方华灿光电 股份有限公司（简称"华灿光电"，代码300323.SZ）正式达成战略合作，共同攻关基于Micro LED的光互 连技术，为AI算力提升注入"光"动力。 本次合作源于双方在产业与技术上的高度互补。新相微在显示驱动芯片行业长期深耕、积淀深厚，其 Micro LED驱动芯片等相关技术储备能够为后续研发Micro LED光模块提供关键支撑。华灿光电依托全 球首条量产6英寸Micro LED产线，在芯片制造与光通信领域具备领先优势。新相 ...

Core Insights - The integration of AI technology with new display technologies, particularly Micro LED, is a key trend driving industrial upgrades [1] - A strategic partnership has been established between Xinxiang Micro (688593.SZ) and BOE Technology Group's Huacan Optoelectronics (300323.SZ) to focus on Micro LED-based photonic interconnect technology [1][2] - The collaboration aims to leverage the dual advantages of chip manufacturing and driving design to enhance the development and production of Micro LED interconnect technology and optical modules [1] Company Overview - Xinxiang Micro is a domestic display chip design company specializing in the research and innovation of display technologies, having developed low-power, high-reliability driving chips widely used in various applications [1] - Huacan Optoelectronics is a leading global LED chip manufacturer with significant expertise in the Micro LED field, operating the world's first large-scale production line for 6-inch Micro LED [2] Strategic Focus Areas - The partnership will target three cutting-edge areas to unlock new AI + display application scenarios [2] - Development of Micro LED optical modules for intelligent computing centers, aiming to provide low-power, high-bandwidth, and high-reliability interconnect modules to support AI computing power [2] - Joint development of Micro LED micro-display modules for AR/AI smart glasses, addressing the stringent requirements for display resolution and power consumption in XR devices [2] - Advancements in smart car lighting ADB-related Micro LED module technology to enhance the intelligence and safety of automotive display systems [3]

Group 1 - The electronic paper concept index rose by 3.14%, ranking 9th among concept sectors, with 22 stocks increasing in value, including Su Dawei Ge which hit a 20% limit up, and Hai Mu Xing, BOE A, and Xin Xiang Wei showing gains of 7.89%, 6.38%, and 5.13% respectively [1][2] - The electronic paper sector saw a net inflow of 1.668 billion yuan, with 16 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflow, led by BOE A with a net inflow of 1.024 billion yuan [2][3] - The top net inflow rates were recorded by Su Dawei Ge at 15.63%, Hai Mu Xing at 14.52%, and Qiu Tian Wei at 12.87% [3] Group 2 - The electronic paper sector's performance was highlighted by significant stock movements, with Su Dawei Ge achieving a 20% increase and a high turnover rate of 31.91% [3][4] - Stocks such as Qing Yue Technology and Han Wang Technology experienced declines of 1.98% and 0.71% respectively, indicating mixed performance within the sector [1][4] - The overall market sentiment for electronic paper remains positive, as evidenced by the substantial net inflows and the performance of leading stocks [2][3]

Core Viewpoint - The company has received a property tax refund amounting to 1,466,967.19 yuan for the 2024 fiscal year, which represents 17.40% of its audited net profit for the same year [1]. Group 1: Basic Information - The company has been approved for a property tax refund by the local tax authority, as per the notification from the Shanghai Xuhui District Taxation Bureau [1]. - The refund amount is specifically for the 2024 fiscal year [1]. Group 2: Impact on the Company - The property tax refund is expected to have a certain impact on the company's profits for the 2025 fiscal year, although the exact accounting treatment and its effect on the financial results will be confirmed after the annual audit [2].

Focus 1: Yingfang Micro - The company is planning a major asset restructuring by acquiring controlling stakes in Shanghai Xiaokeli Information Technology Co., Ltd., FIRST TECHNOLOGY CHINA LIMITED, and Shiqing Intelligent Technology (Shanghai) Co., Ltd. through a combination of share issuance and cash payment [1] - The transaction is expected to constitute a significant asset restructuring but will not involve related transactions or restructuring listings. The company's stock will be suspended from trading starting January 6, 2026 [1] Focus 2: Nanxing Co. and Yinglian Co. - Nanxing Co. expects to achieve a net profit of 90 million to 120 million yuan for 2025, recovering from a loss of 175 million yuan in the previous year. The significant profit increase is attributed to reduced goodwill impairment in 2024 [2] - Yinglian Co. anticipates a net profit of 32 million to 42 million yuan for 2025, compared to a loss of approximately 39.67 million yuan in the previous year, driven by growth in the fast-moving consumer goods metal packaging sector [2] Focus 3: Victory Energy - The company has completed its stock trading suspension review and will resume trading on January 6, 2026. No undisclosed significant information affecting stock prices was found during the review [3] Performance Highlights - Whirlpool expects a net profit of approximately 505 million yuan for 2025, a 150% increase from the previous year, due to ongoing transformation and efficiency improvements [4] - Taotao Automotive forecasts a net profit of 800 million to 850 million yuan for 2025, representing an 85.5% to 97.1% increase year-on-year, driven by enhanced operational efficiency and market demand [4] - China National Materials Technology anticipates a net profit of 1.55 billion to 1.95 billion yuan for 2025, a growth of 73.79% to 118.64% compared to the previous year, supported by improved product pricing and sales [4] Investment and Restructuring - Weigao Blood Products plans to issue shares to acquire 100% of Weigao Group Medical Polymer Co., Ltd. for 8.511 billion yuan, significantly enhancing the company's asset scale and profitability [6] - Haopeng Technology is set to raise up to 800 million yuan through a private placement to fund energy storage battery projects [6] Control Changes - Hengshi Technology's control has changed following agreements with New Base Information Technology Group, with the new controlling entity holding 9.55% of the total shares [7] Major Projects - Fulian Precision plans to invest 6 billion yuan in a project to produce 500,000 tons of high-end lithium iron phosphate for energy storage [10] - Penghui Energy's board approved plans to issue H-shares and list on the Hong Kong Stock Exchange [11] Other Announcements - The company intends to repurchase A-shares for employee stock ownership plans, with a total budget of 50 million to 100 million yuan [12] - The company reported a 14.75% year-on-year decline in pig sales, with a revenue drop of 36.06% due to market fluctuations [12]

证券代码：688593 证券简称：新相微 公告编号：2026-001 上海新相微电子股份有限公司 关于公司收到房产税退税款的公告 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、准确性和完整性承担法律责任。 上海新相微电子股份有限公司（以下简称"公司"）于近日收到 2024 年度房 产税退税款项，现将相关情况公告如下： 一、基本情况 根据《国家税务总局上海市徐汇区税务局税务事项通知书》（沪徐税 通〔2025〕 5764 号），税务机关核准公司提出的房产税退税申请。公司于近日收到 2024 年 度房产税退税款 1,466,967.19 元。该笔款项已达到公司 2024 年度经审计净利润 的 17.40%。 二、对公司的影响 上海新相微电子股份有限公司董事会 2026 年 1 月 6 日 根据《企业会计准则》有关规定，该笔退税款项预计对公司 2025 年度利润 产生一定影响。上述数据尚未经审计，具体的会计处理以及对公司 2025 年度损 益的影响最终以会计师年度审计确认后的结果为准。 特此公告。 ...

格隆汇1月5日丨新相微(688593.SH)公布，根据《国家税务总局上海市徐汇区税务局税务事项通知书》 （沪徐税通〔2025〕5764号），税务机关核准公司提出的房产税退税申请。公司于近日收到2024年度房 产税退税款146.7万元。该笔款项已达到公司2024年度经审计净利润的17.40%。 ...