来源：上海证券报·中国证券网 上证报中国证券讯 成都华微1月20日发布的业绩预告显示，2025年，公司预计实现净利润2.13亿元至 2.55亿元，同比增长74.35%至108.73%；由此推算，2025年第四季度，公司预计实现归母净利润约1.5亿 元至1.9亿元，同比大幅增长，环比增幅亦达到458%-614%，创下公司单季度历史新高。 在技术前沿布局方面，成都华微展现出强烈的进取心。随着商业航天产业快速发展，对数据传输带宽、 可靠性、延时控制提出了更高要求。成都华微相关团队作为核心专家受邀参与《箭载时间敏感网络 （TSN）技术规范》的制定工作，积极推动TSN技术在高端装备领域的应用落地。2025年10月，公司正 式成立"TSN研发中心"，并已成功推出首款TSN产品——"TSN网络交换板卡"。该产品采用TSN IP核 +FPGA芯片+专用ASIC电路架构，提供从电源、芯片等核心硬件到工具链软件的整体解决方案，具备高 度集成优势，尤其适用于航空航天等对实时性和确定性要求极高的场景。（宋元东） 对于业绩变动的主要原因，成都华微表示，公司产品主要应用于电子、通信、控制、测量等特种行业领 域，受国内特种行业周期影响，特 ...

除了商业航天，成都华微在算力领域也动作频频。该公司已成功开发用于边缘计算领域的人工智能芯片，可用于机器视觉 识别、深度学习推理及各种大模型运算，并在特种行业多个客户中实现小批量试用。2025年8月份，成都华微与上海燧原科技 股份有限公司签署战略合作协议，双方将在大模型、高算力GPU领域展开深度合作。 本报讯 （记者舒娅疆）近日，成都华微科技股份有限公司（以下简称"成都华微"）披露2025年业绩预告。该公司预计2025 年实现归母净利润为2.13亿元至2.55亿元，同比增长74.35%至108.73%；预计实现扣非归母净利润1.83亿元至2.2亿元，同比增幅 达到108.86%至151.09%。由此计算，成都华微在2025年第四季度预计实现的归母净利润约1.5亿元至1.9亿元，扣非归母净利润 约1.38亿元至1.76亿元，不仅同比大幅增长，环比增幅分别达到458%至614%和439%至588%，两大核心指标均创下该公司单季 度历史新高。 此外，成都华微还将目光投向量子科技这一前沿领域。公开信息显示，该公司团队近期赴上海循态量子科技有限公司进行 交流，双方围绕量子通信与电子信息产品的融合应用等议题进行了深入探讨， ...

嘉实上证科创板芯片ETF（588200）成立日期2022年9月30日，最新规模396.58亿。今年以来收益 18.93%，同类排名66/5546；近一年收益88.19%，同类排名159/4261；成立以来收益179.11%。 嘉实上证科创板芯片ETF（588200）基金经理为田光远。 截至发稿，田光远累计任职时间4年322天，现任基金资产总规模791.33亿元，任职期间最佳基金回报 179.32%， 任职期间最差基金回报-46.65%。 1月23日，成都华微涨5.37%，截至发稿，报53.55元/股，成交2.76亿元，换手率2.42%，总市值341.03亿 元。 资料显示，成都华微电子科技股份有限公司位于四川省成都市双流区双江路二段688号，成立日期2000 年3月9日，上市日期2024年2月7日，公司主营业务涉及专注于集成电路研发、设计、测试与销售，以提 供信号处理与控制系统的整体解决方案为产业发展方向。主营业务收入构成为：数字集成电路 50.03%，模拟集成电路43.20%，其他产品3.98%，技术服务2.70%，其他(补充)0.08%。 从成都华微十大流通股东角度 数据显示，嘉实基金旗下1只基金位居成都 ...

证券日报网讯1月22日，成都华微在互动平台回答投资者提问时表示，未来，公司将继续聚焦技术创新 与市场开拓，夯实长期发展基础。 ...

成都华微核心产品应用于电子、通信、控制、测量等特种行业，凭借技术积累与产品优势，深度契合行业发展需求，业务规模稳步扩张。 本次业绩大幅增长主要得益于两大核心因素：国内特种行业周期带动下游客户需求增加，推动公司销售收入同比提升；2025年承接多项国家重点科研项 目，既为科技创新提供资金保障，也减少了自有资金的研发投入压力。 此前，成都华微在投资者互动平台表示，公司正全力以赴推进技术研发与市场拓展，密切关注前沿技术发展趋势，跟进市场及客户需求，适时拓展产品可 能的应用场景，制定前瞻性布局和规划。 （校对/黄仁贵） 1月20日，成都华微发布2025年年度业绩预告，预计归属于母公司所有者的净利润为2.13亿元至2.55亿元，同比增长74.35%至108.73%，扣非后净利润同比 增幅更高达108.86%至151.09%。 ...

Group 1 - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between 213 million to 255 million yuan, representing an increase of 90.83 million to 132.83 million yuan compared to the previous year, which is a year-on-year increase of 74.35% to 108.73% [2] - The net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is expected to be between 183 million to 220 million yuan, an increase of 95.38 million to 132.38 million yuan compared to the previous year, reflecting a year-on-year increase of 108.86% to 151.09% [2] - The previous year's operating income was 603.89 million yuan, with a total profit of 136 million yuan and a net profit attributable to shareholders of the parent company of 122.17 million yuan [4] Group 2 - The increase in sales revenue is attributed to the rising demand from downstream customers in the special integrated circuit industry, influenced by the domestic special industry cycle [6] - The company has undertaken multiple national key scientific research projects in 2025, providing sufficient funding for technological innovation and ensuring R&D investment while reducing the expenditure of self-funded R&D costs [6] Group 3 - The company has appointed a new quality control reviewer for its auditing project due to the adjustment of the previous reviewer, ensuring that the change will not adversely affect the 2025 audit work [11][15] - The new quality control reviewer, Han Shimin, has relevant qualifications and a clean professional record, ensuring compliance with independence requirements [12][13][14]

Group 1: Poly Development - Poly Development expects a net profit of 1.026 billion yuan for 2025, a decrease of 79.49% year-on-year [1] - The net profit excluding non-recurring gains and losses is projected to be 628 million yuan, down 85.25% year-on-year [1] - The decline in performance is attributed to a decrease in gross profit margin from real estate project transfers and an estimated asset impairment loss of approximately 6.9 billion yuan [2] Group 2: Huichuan Technology - Huichuan Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy and brand image [3] Group 3: Guizhou Platinum Industry - Guizhou Platinum Industry's non-public stock issuance has been approved, aiming to raise up to 1.291 billion yuan for technology innovation and working capital [4] Group 4: Yingfang Micro - Yingfang Micro intends to acquire 100% of Shanghai Xiaokeli and First Technology China through a combination of share issuance and cash payment [5][6] Group 5: ST New Power - ST New Power received a regulatory letter from the Shenzhen Stock Exchange due to inconsistencies in the voting results of a recent shareholder meeting [7] Group 6: Zhengfan Technology - Zhengfan Technology received a warning letter from the Shanghai Securities Regulatory Bureau for irregularities in its management and investment operations [8] Group 7: Trina Solar - Trina Solar expects a net loss of 6.5 billion to 7.5 billion yuan for 2025, impacted by supply-demand imbalances and rising raw material costs [9] Group 8: China Great Wall - China Great Wall anticipates a net loss of 35 million to 70 million yuan for 2025, although it expects to significantly reduce its losses compared to the previous year [10] Group 9: Liangpin Shop - Liangpin Shop forecasts a net loss of 120 million to 160 million yuan for 2025, with losses widening due to store closures and reduced product prices [11] Group 10: Sun Energy - Sun Energy expects a net profit of 182 million to 259 million yuan for 2025, a decrease of 81% to 87% year-on-year, primarily due to falling coal prices [12] Group 11: Chengdu Huami - Chengdu Huami anticipates a net profit of 213 million to 255 million yuan for 2025, an increase of 74.35% to 108.73% year-on-year, driven by increased demand in the special integrated circuit industry [13][14] Group 12: Shui Jing Fang - Shui Jing Fang expects a net profit of 392 million yuan for 2025, a decrease of 71% year-on-year, due to a challenging environment in the liquor industry [15] Group 13: Xian Dao Ji Dian - Xian Dao Ji Dian projects a net loss of 138 million to 92 million yuan for 2025, a shift from a profit of 108 million yuan in the previous year [16] Group 14: Tian Tong Co. - Tian Tong Co. expects a net loss of 120 million to 170 million yuan for 2025 [17] Group 15: Hunan YN - Hunan YN anticipates a net profit of 1.15 billion to 1.4 billion yuan for 2025, a growth of 93.75% to 135.87% year-on-year, driven by the rapid development of the new energy vehicle market [18] Group 16: Qi Yi Er - Qi Yi Er forecasts a net loss of 350 million to 550 million yuan for 2025 [19] Group 17: Ding Long Co. - Ding Long Co. expects a net profit of 700 million to 730 million yuan for 2025, an increase of 34.44% to 40.20% year-on-year, supported by strong growth in semiconductor and display materials [20] Group 18: Wan Tong Development - Wan Tong Development anticipates a net loss of 500 million to 750 million yuan for 2025, with losses widening due to strategic shifts and impairment losses [21] Group 19: Hua Ce Testing - Hua Ce Testing expects a net profit of 1.013 billion to 1.021 billion yuan for 2025, a growth of 10% to 11% year-on-year, driven by strategic advancements and operational improvements [22] Group 20: Nanwang Energy - Nanwang Energy projects a net profit of 300 million to 360 million yuan for 2025, marking a turnaround from a loss in the previous year [24] Group 21: Fang Da Carbon - Fang Da Carbon anticipates a net profit of 60.44 million to 101 million yuan for 2025, a decrease of 45.85% to 67.51% year-on-year [25] Group 22: Datang Telecom - Datang Telecom expects a net loss of 39 million to 56 million yuan for 2025 [26] Group 23: Huajian Group - Huajian Group forecasts a net profit of 62 million to 80.6 million yuan for 2025, a decrease of 79.4% to 84.2% year-on-year, due to competitive pressures [27] Group 24: Shanghai Petrochemical - Shanghai Petrochemical expects a net loss of approximately 1.289 billion to 1.576 billion yuan for 2025, a shift from profit due to declining oil prices and reduced demand [28] Group 25: Jiangzhong Pharmaceutical - Jiangzhong Pharmaceutical has changed its name to Huaren Jiangzhong Pharmaceutical, with the stock code remaining the same [29] Group 26: Hebang Bio - Hebang Bio anticipates a net loss of 470 million to 570 million yuan for 2025 [30] Group 27: Mingtai Aluminum - Mingtai Aluminum expects a net profit of 1.95 billion to 2 billion yuan for 2025, a growth of 12% to 14% year-on-year, driven by advancements in low-carbon products [31]

Major Events - Hualing Cable announced the termination of the acquisition of control over Xingxin Aerospace due to failure to reach consensus on specific agreement terms, stating that this decision will not adversely affect its operations or financial status [1] - Xianglu Tungsten Industry expects a net profit of 125 million to 180 million yuan for 2025, driven by continuous price increases in tungsten raw materials and improved market conditions [1] Company Announcements - Zhongwei Semiconductor is set to launch its first non-volatile memory chip, a low-power SPI NOR Flash with a capacity of 4M bits, filling a product gap in the Flash sector [2] - Nanshan Aluminum plans to invest approximately 437 million USD in a 250,000-ton electrolytic aluminum project in Indonesia [4] - Xinfengming intends to acquire a 35% stake in Dushan Port Development to enhance its supply chain capabilities [5] - Jiangxi Copper signed a cooperation framework agreement with China Ordnance Material Group for the purchase and sale of copper and nickel products [6] Performance Forecasts - Wan Tong Development expects a net loss of 500 million to 750 million yuan for 2025, attributed to strategic shifts and increased impairment losses [12] - Hunan YN anticipates a net profit of 1.15 billion to 1.4 billion yuan for 2025, driven by growth in lithium battery materials [13] - Tianjian Technology forecasts a net loss of 176 million to 250 million yuan for 2025, with potential delisting risk due to financial performance [14] - Leading companies like Guotou Securities and Xiangcai Securities project significant profit growth for 2025, with Guotou expecting 3.42 billion yuan, a 35.18% increase [27][28] Industry Trends - The tungsten market is experiencing improved supply-demand dynamics, benefiting companies like Xianglu Tungsten [1] - The photovoltaic industry continues to face challenges, with companies like Trina Solar projecting substantial losses due to market pressures [19] - The aluminum sector is seeing investment growth, particularly in overseas projects, as indicated by Nanshan Aluminum's plans [4] Stock Movements - Hualing Cable's stock will not be adversely affected by the termination of the acquisition [1] - Companies like Hunan YN and Guotou Securities are expected to see positive stock performance due to favorable profit forecasts [13][27]

本期业绩变化的主要原因：1、公司产品主要应用于电子、通信、控制、测量等特种行业领域，受国内 特种行业周期影响，特种集成电路行业下游客户的产品需求有所增加，导致公司销售收入规模同比有所 增加。2、公司于2025年承接多项国家重点科研项目，相关重点研发项目的实施，为公司科技创新提供 了充足的资金保障，保证了公司研发投入，同时减少了研发费用自有资金的支出。 智通财经APP讯，成都华微(688709.SH)发布2025年年度业绩预告，预计全年实现归属于母公司所有者 的净利润2.13亿元至2.55亿元，与上年同期相比，将增加9,083.01万元至13,283.01万元，同比增加 74.35%至108.73%。 ...

智通财经APP讯，成都华微(688709.SH)发布2025年年度业绩预告，预计全年实现归属于母公司所有者 的净利润2.13亿元至2.55亿元，与上年同期相比，将增加9,083.01万元至13,283.01万元，同比增加 74.35%至108.73%。 本期业绩变化的主要原因：1、公司产品主要应用于电子、通信、控制、测量等特种行业领域，受国内 特种行业周期影响，特种集成电路行业下游客户的产品需求有所增加，导致公司销售收入规模同比有所 增加。2、公司于2025年承接多项国家重点科研项目，相关重点研发项目的实施，为公司科技创新提供 了充足的资金保障，保证了公司研发投入，同时减少了研发费用自有资金的支出。 ...