（文章来源：每日经济新闻） 每经AI快讯，1月28日，华丰科技(688629.SH)公告称，预计2025年归属于母公司所有者的净利润为3.38 亿元至3.88亿元，同比扭亏为盈。报告期内，人工智能、云计算与大数据技术的融合，驱动数据中心建 设热潮，直接拉动了交换机、AI服务器及核心路由器等关键设备需求，进而传导至上游，带动公司产 品收入快速增长。 ...

证券代码：688629 证券简称：华丰科技 公告编号：2026-001 四川华丰科技股份有限公司 2025 年年度业绩预盈公告 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。 二、上年同期业绩情况和财务状况 2024 年度公司利润总额：-2,697.80 万元。归属于母公司所有者的净利润： -1,775.05 万元。归属于母公司所有者的扣除非经常性损益的净利润：-7,826.18 万元。每股收益：-0.04 元。 三、本期业绩变化的主要原因 （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 年年度实现归属于母公司所有者的净利 润与上年同期（法定披露数据）相比，将实现扭亏为盈，实现归属于母公司所有 者的净利润 33,800 万元到 38,800 万元，将增加 35,575.05 万元到 40,575.05 万元。 2、预计归属于母公司所有者扣除非经常性损益后的净利润 30,200 万元到 35,200 万元，与上年同期（法定披露 ...

华丰科技公告，预计2025年年度实现归属于母公司所有者的净利润3.38亿元到3.88亿元，与上年同期相 比，将增加3.56亿元到4.06亿元。预计归属于母公司所有者扣除非经常性损益后的净利润3.02亿元到3.52 亿元，与上年同期相比，将增加3.8亿元到4.3亿元。2024年度公司利润总额为-2697.8万元，归属于母公 司所有者的净利润为-1775.05万元，归属于母公司所有者的扣除非经常性损益的净利润为-7826.18万 元。本期业绩变化的主要原因为报告期内，人工智能、云计算与大数据技术的融合，驱动数据中心建设 热潮，直接拉动了交换机、AI服务器及核心路由器等关键设备需求，进而传导至上游，带动公司产品 收入快速增长。 ...

Core Viewpoint - The military electronics sector experienced a rise of 1.39% on January 27, with Shenglu Communication leading the gains, while the overall market indices showed modest increases [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4139.9, up 0.18%, and the Shenzhen Component Index closed at 14329.91, up 0.09% [1]. - The military electronics sector stocks showed varied performance, with notable gainers including: - Gan Guo Communication: 12.46, up 9.97%, with a trading volume of 1.41 million and a turnover of 1.692 billion [1]. - Thunder Micro Power: 59.40, up 6.64%, with a trading volume of 252,000 and a turnover of 1.455 billion [1]. - Wan Yuan Electronics: 60.92, up 6.11%, with a trading volume of 146,200 and a turnover of 867 million [1]. Group 2: Capital Flow - The military electronics sector saw a net outflow of 489 million from institutional investors and 629 million from speculative funds, while retail investors contributed a net inflow of 1.118 billion [2]. - Specific stock capital flows included: - Shenglu Communication: 4.39 million net inflow from institutional investors, with a 25.96% share, but a net outflow of 1.93 million from speculative funds [3]. - Aerospace Development: 4.07 million net inflow from institutional investors, with a 7.39% share, and a net outflow of 1.25 million from speculative funds [3]. - Tai Meng Technology: 1.52 million net inflow from institutional investors, with an 11.67% share, and a net outflow of 28.38 million from speculative funds [3].

Core Viewpoint - Huafeng Technology announced that starting from January 26, 2026, GF Securities Co., Ltd. will conduct market-making trading for its stocks on the Sci-Tech Innovation Board, in accordance with relevant regulations [1] Group 1 - Huafeng Technology's stock code is 688629 [1] - The market-making trading business will be based on the implementation rules of the Shanghai Stock Exchange for market-making trading of Sci-Tech Innovation Board stocks [1] - The announcement was made on January 23 [1]

Group 1 - The company, Huafeng Technology (688629.SH), focuses on the research, production, and sales of optical and electrical connectors and cable components, which are widely used in defense and aerospace, communications, automotive, rail transportation, and industrial sectors [2] - The company's overseas revenue proportion is currently low, and specific details can be found in the company's regular reports [2]

Group 1 - The core viewpoint of the news is the performance and financial metrics of Sichuan Huafeng Technology Co., Ltd., which saw a stock price increase of 5.02% to 107.67 CNY per share, with a total market capitalization of 49.635 billion CNY [1] - The company specializes in the research, production, and sales of optical and electrical connectors and cable components, with its main business revenue composition being: components 61.65%, connectors 29.83%, system interconnection products 5.90%, other supporting components 1.68%, and others 0.94% [1] Group 2 - From the perspective of fund holdings, China Life Asset Management's fund holds a significant position in Huafeng Technology, with the fund "China Life Asset Management Preferred State-Owned Enterprises Stock Initiation A" (019765) reducing its holdings by 7,000 shares to a total of 9,000 shares, representing 4.99% of the fund's net value [2] - The fund has a total scale of 16.9585 million CNY and has achieved a year-to-date return of 6.74%, ranking 1849 out of 5520 in its category, and a one-year return of 45.48%, ranking 1844 out of 4203 [2]

Group 1 - The core point of the news is that Huafeng Technology's stock price increased by 5.21% to 111.58 CNY per share, with a trading volume of 1.634 billion CNY and a turnover rate of 8.34%, resulting in a total market capitalization of 51.438 billion CNY [1] - Huafeng Technology, established on November 21, 1994, is located in Mianyang, Sichuan Province, and specializes in the research, production, and sales of optical and electrical connectors and cable components, providing system solutions to customers [1] - The company's main business revenue composition includes components (61.65%), connectors (29.83%), system interconnection products (5.90%), other supporting components (1.68%), and others (0.94%) [1] Group 2 - From the perspective of major fund holdings, one fund under Chuangjin Hexin has a significant position in Huafeng Technology, with the Chuangjin Hexin Technology Growth Stock A (005495) reducing its holdings by 101,300 shares in the third quarter, now holding 112,900 shares, accounting for 4.64% of the fund's net value, ranking as the sixth-largest holding [2] - The Chuangjin Hexin Technology Growth Stock A (005495) was established on December 28, 2017, with a current scale of 155 million CNY, achieving a year-to-date return of 7.65% and a one-year return of 31.27%, ranking 1117 out of 5580 and 2615 out of 4203 in its category, respectively [2] - The fund manager of Chuangjin Hexin Technology Growth Stock A is Zhou Zhimin, who has been in the position for 8 years and 18 days, with the fund's total asset scale at 23.9 million CNY, achieving the best return of 114.45% and the worst return of -37.88% during his tenure [3]

Core Viewpoint - Huafeng Technology has shown significant stock performance and financial growth, with a notable increase in revenue and net profit year-on-year, indicating strong market positioning and investor interest [1][2]. Group 1: Stock Performance - On January 9, Huafeng Technology's stock rose by 2.01%, reaching 106.55 CNY per share, with a trading volume of 402 million CNY and a turnover rate of 2.13%, resulting in a total market capitalization of 49.12 billion CNY [1]. - The stock has increased by 6.49% year-to-date, with a 25.60% rise over the past 20 days and a 24.16% increase over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Huafeng Technology reported a revenue of 1.659 billion CNY, representing a year-on-year growth of 121.47%, and a net profit attributable to shareholders of 223 million CNY, which is a 558.51% increase year-on-year [2]. Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders for Huafeng Technology increased by 37.52% to 30,600, while the average number of circulating shares per person decreased by 27.28% to 5,942 shares [2]. - The company has distributed a total of 23.05 million CNY in dividends since its A-share listing [3]. - Notable institutional shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 6.1123 million shares, and several new funds entering the top ten shareholders list [3].

Group 1 - The core point of the news is that Huafeng Technology's stock has increased by 5.35%, reaching a price of 108.30 CNY per share, with a trading volume of 2.128 billion CNY and a turnover rate of 11.44%, resulting in a total market capitalization of 49.926 billion CNY [1] - Huafeng Technology, established on November 21, 1994, is located in Mianyang, Sichuan Province, and specializes in the research, production, and sales of optical and electrical connectors and cable components, providing system solutions to customers [1] - The company's main business revenue composition includes components (61.65%), connectors (29.83%), system interconnection products (5.90%), other supporting components (1.68%), and others (0.94%) [1] Group 2 - From the perspective of major fund holdings, E Fund has one fund heavily invested in Huafeng Technology, specifically the E Fund Science and Technology Innovation Board Two-Year Open Mixed Fund (506002), which held 649,300 shares, accounting for 3.56% of the fund's net value, ranking as the seventh-largest holding [2] - The E Fund Science and Technology Innovation Board Two-Year Open Mixed Fund (506002) was established on July 28, 2020, with a current scale of 1.793 billion CNY, yielding 4% this year, ranking 558 out of 8,818 in its category; it has achieved an annual return of 82.29%, ranking 397 out of 8,083, and a cumulative return of 69.17% since inception [2]