责任编辑：栎树 1月27日，A股市场存储芯片股集体走强，其中，东芯股份20CM涨停，普冉股份涨超15%，恒烁股份涨 超14%，帝科股份涨超12%，康强电子、华天科技10CM涨停，协创数据、精智达涨超9%，航宇微涨超 8%，中微半导、华虹公司、概伦电子涨超7%，北京君正涨超6%，聚辰股份、国科微、沪硅产业、京仪 装备涨超5%。 消息面上，当地时间周一，美光科技宣布，位于新加坡现有NAND闪存制造园区内的先进晶圆制造厂正 式破土动工，计划未来十年投资约240亿美元，预计2028年下半年投产。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 688110 | 东芯股份 | 1 | 20.00 | 678亿 | 16.66 | | 688766 | 普朗股份 | 1 | 15.65 | 380亿 | 102.03 | | 688416 | 恒烁股份 | | 14.72 | 77.94 乙 | 70.32 | | 300842 | 帝科股份 | 1 | 12.57 | 175亿 | 102.83 | | 002 ...

Group 1 - The storage chip sector continues to rise, with Dongxin Co., Ltd. hitting a 20% limit up, indicating strong market performance [1] - Puran Co., Ltd. saw an increase of over 14%, reflecting positive investor sentiment in the sector [1] - Other companies such as Xiechuang Data, Zhongwei Semiconductor, and Beijing Junzheng also experienced gains, suggesting a broader trend in the storage chip industry [1]

Group 1: Major Transactions - Zijin Mining plans to acquire 100% equity of United Gold for 28 billion yuan, which has gold resources of 533 tons [1] - Jiuding New Materials' wholly-owned subsidiary intends to acquire 100% equity of Jiuding New Energy to accelerate the development of large megawatt wind turbine blade production line projects [1] - Conch Cement plans to purchase bank wealth management products with a maximum daily balance not exceeding 50 billion yuan by 2026 [1] - Efort is planning to acquire equity in Shengpu Co., with stock suspension in effect [1] - Sanxing Biomedical has obtained CE certification for its Nipah virus nucleic acid test kit and a domestic research version [1] Group 2: Investment and Development Plans - Sanwei Communication is jointly investing to establish a partnership enterprise focused on non-listed equity in high-tech industries such as smart manufacturing, aerospace, and new energy [1] - Haike New Source has signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of electrolyte solvent annually [1] - Chuanhuan Technology plans to invest 1.1 billion yuan to build a manufacturing headquarters in East China [1] - Zhejiang Haideman intends to raise no more than 1.517 billion yuan through a private placement for high-end composite machine tool industrialization and robot hardware manufacturing R&D projects [1] - Anlu Technology plans to issue shares to specific targets to raise no more than 1.262 billion yuan for advanced process platform FPGA chip R&D projects [1] Group 3: Earnings Forecasts - China Rare Earth expects a net profit of 143 million to 185 million yuan in 2025, indicating a turnaround from losses [1] - Litong Electronics anticipates a net profit increase of 997% to 1241% in 2025, driven by profitability in its computing business [1] - Sanofi Guojian expects a 1097% quarter-on-quarter net profit growth in Q4, with confirmed revenue of approximately 2.89 billion yuan from Pfizer for the 707 project [1] - Purun Co. forecasts a 696% quarter-on-quarter net profit growth in Q4 2025, with rapid market share growth in its "Storage+" product series [1] - Duofluo expects a quarter-on-quarter net profit increase of 356% to 655% in Q4 2025, with significant sales growth in key products like lithium hexafluorophosphate [1] - Fujilai anticipates a year-on-year net profit increase of 282.17% to 296.80% in 2025 [1] - Chunzhong Technology expects a year-on-year net profit increase of 209% to 238% in 2025, with an impact of 303 million yuan from holding shares in Muxi [1] - Zhongke Electric anticipates a year-on-year net profit increase of 50% to 70% in 2025, due to increased production capacity and cost reduction in lithium battery anode materials [1]

证券代码：688766 证券简称：普冉股份 公告编号：2026-006 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： ● 普冉半导体（上海）股份有限公司（以下简称"公司"）预计2025年年度实现归属于母公司所有者的净 利润约为20,500万元，与上年同期（法定披露数据）相比，将减少8,741.66万元左右，同比减少29.89% 左右； ● 公司预计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为17,000万元，与上年 同期（法定披露数据）相比，将减少9,926.79万元左右，同比减少36.87%左右； ● 公司预计2025年年度实现营业收入约为232,000万元，与上年同期（法定披露数据）相比，将增加 51,643.03万元左右，同比增加28.63%左右。 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（以下又称"报告期"）。 （三）本次业绩预告未经注册会计师审计。 二、 上年同期业绩情况 2024年度，公司上年同期业绩情况如下： （一）利润总额 ...

证券日报网讯 1月26日，普冉股份发布2025年年度业绩预告称，公司预计2025年年度实现营业收入约为 232000万元，与上年同期相比将增加51643.03万元左右，同比增加28.63%左右；预计归属于母公司所有 者的净利润约为20500万元，同比减少29.89%左右。 （文章来源：证券日报） ...

（来源：上市之家） 1月26日，普冉半导体（上海）股份有限公司（下称"普冉股份"，688766.SH）发布2025年年度业绩预告，公司呈现显著的"增收不增利"态势。 业绩预告显示，2025年普冉股份预计实现营业收入约23.2亿元，较2024年的18.04亿元同比增加5.16亿元，增幅达28.63%；但归属于母公司所有者的净利润 约为2.05亿元，同比减少8741.66万元，降幅29.89%；扣除非经常性损益后的净利润1.7亿元，同比降幅进一步扩大至36.87%，减少额近1亿元。 回溯2024年业绩，公司上年同期归属于母公司净利润为2.92亿元，扣非后净利润2.69亿元，每股收益1.98元（考虑2025年资本公积转增情况）。对比来 看，2025年公司盈利能力出现明显回落，营收增长与利润下滑形成鲜明反差。需要说明的是，本次业绩预告未经注册会计师审计，最终数据以年度报告为 准。 从行业背景看，2025年存储芯片行业逐步走出周期底部，供需格局持续改善，头部企业纷纷加大布局力度。普冉股份通过收购SHM切入中高端2D NAND 市场，完善"存储+"产品矩阵，同时借助其全球渠道拓展海外业务，有望在行业复苏周期中抢占先机。但 ...

Group 1 - Evert plans to acquire equity in Shengpu Co., with stock suspension starting January 27, 2026, expected to last no more than 10 trading days [5] - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of electrolyte solvent annually for three years [5] - Sanxiang Bio has developed a CE-certified Nipah virus nucleic acid testing kit and a domestic research version, responding to the Nipah virus outbreak in India [9][10] Group 2 - Sangfor Health expects a Q4 net profit of approximately 2.5 billion yuan, a 1097% increase from the previous quarter, driven by a significant payment from Pfizer for the 707 project [2] - Puran Co. anticipates a Q4 net profit of about 1.46 billion yuan, a 696% increase from Q3, despite an annual decrease of approximately 29.89% [3][4] - Chip Source Micro expects a net profit of 52 million to 76 million yuan for 2025, a decrease of 62.53% to 74.36% year-on-year due to increased costs and reduced other income [6] Group 3 - Maide Medical forecasts a net profit of approximately 66.5 million yuan for 2025, marking a turnaround from losses in the previous year [7] - Ruixin Micro expects a net profit of 1.023 billion to 1.103 billion yuan for 2025, representing a growth of 71.97% to 85.42% year-on-year [8] - Qingda Environmental anticipates a net profit of 165 million to 190 million yuan for 2025, an increase of 77.47% to 104.36% year-on-year [10] Group 4 - Jiangxun Technology expects a net profit increase of approximately 86.44% for 2025, reaching around 156 million yuan [11] - Micron Bio anticipates a net profit of approximately 53.5 million yuan for 2025, achieving profitability after previous losses [11] - Blue Special Optics forecasts a net profit of 375 million to 400 million yuan for 2025, a growth of 70.04% to 81.38% year-on-year [13]

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 （记者 曾健辉） 每经AI快讯，普冉股份1月26日晚间发布业绩预告，公司预计2025年年度实现归属于母公司所有者的净 利润约为2.05亿元，与上年同期相比，将减少8741.66万元左右，同比减少29.89%左右。 ...

2025年第二季度开始，受益于存储芯片市场供给格局的有利变化，以及AI服务器、高端手机、PC换机 等终端需求的集中释放带来的结构优化，公司主要存储芯片产品的营业收入较去年同期有所上升；公司 MCU产品以及Driver等模拟类新产品自推出后，立足于公司相关产品的技术优势和方案精准落地，公司 抓住市场窗口期、产品力与商业策略高效协同，使得公司"存储+"系列产品市场份额持续快速提升，基 于此，公司整体收入相较于去年有所增长。 格隆汇1月26日丨普冉股份(688766.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司 所有者的净利润约为20,500万元，同比减少29.89%左右；公司预计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为17,000万元，同比减少36.87%左右；公司预计2025年年度实现营业收 入约为232,000万元，同比增加28.63%左右。 ...

智通财经APP讯，普冉股份(688766.SH)发布公告，公司预计2025年年度实现归属于母公司所有者的净 利润约为2.05亿元，与上年同期(法定披露数据)相比，将减少8,741.66万元左右，同比减少29.89%左右。 ...