1月21日，A股四大指数集体低开，截至发稿均翻红，科创综指涨超1%。 国产芯片大涨，盈方微2连板，龙芯中科（688047）"20cm"涨停，中国长城、江化微涨停。海光信息持续拉升，盘中涨超14%。通富微电、华岭股份跟 涨。 | < V | 国产芯片 | | G Q | | --- | --- | --- | --- | | | 4755.65 1.09% | | | | 成份股 | | 股吧 | 资讯 | | 名称 | 最新 | 涨幅 ↓ | 涨跌 | | 龙芯中科 688047 科创 融 | 177.72 | 20.00% | 29.62 | | 海光信息 | 285.00 | 12.11% | 30.79 | | 688041 科创 融 | | | | | 束龄胎份 | 26.00 | 11.54% | 2.69 | | 920139 融 | | | | | 大港股份 002077 融 | 18.54 | 10.03% | 1.69 | | 江化微 | 25.92 | 10.02% | 2.36 | | 603078 註 | | | | | 中国长城 | 17.82 | 10.00% | 1.62 | | ...

每经AI快讯，1月21日早盘，算力芯片概念走强，龙芯中科、中国长城涨停，海光信息、澜起科技、国 芯科技、芯原股份、东芯股份跟涨。 （文章来源：每日经济新闻） ...

南方财经1月21日电，早盘算力芯片概念走强，龙芯中科、中国长城涨停，海光信息、澜起科技、国芯 科技、芯原股份、东芯股份跟涨。消息面上，国联民生研报称，在进行Agent相关的强化学习的时候， 需要海量的CPU来构建各种工具和environment。因此，CPU往往比GPU更早成为瓶颈，其效能直接影响 GPU利用率、policylag、训练稳定性以及RL的整体收敛速度。 ...

Group 1 - Intel and AMD plan to increase server CPU prices by 10%-15% to address supply-demand imbalance and ensure stable future supply [2][3] - Global server shipments are expected to achieve over 9% year-on-year growth due to data center architecture upgrades and replacement of existing server CPUs [3] - The demand for server CPUs is increasing due to the ongoing evolution of generative AI, which is driving up procurement budgets for AI servers and affecting general server purchases [3][4] Group 2 - Cloud vendors are expected to expand capital expenditures to meet the increasing demand for AI inference capabilities, with global AI server shipments projected to grow over 20% year-on-year by 2026 [4] - Domestic next-generation server CPUs, such as Haiguang's Haiguang 4, Loongson's 3C6000, and China Great Wall's Feiteng S2500, are accelerating deployment in various sectors, improving stability and compatibility [5] - The demand for server CPUs is anticipated to continue growing due to data center architecture upgrades and increasing AI inference computing needs, with domestic CPUs expected to gain market share driven by performance improvements and policy support [6]

Core Viewpoint - China Great Wall announced a forecast for its 2025 annual performance, expecting a net loss attributable to shareholders of approximately 35 million to 70 million yuan, a significant reduction in loss compared to the previous year's loss of 147.851 million yuan, representing a year-on-year decrease in loss of 95.27% to 97.63% [2] Group 1 - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to be a loss of approximately 63 million to 74 million yuan, down from a loss of 148.027 million yuan in the previous year, indicating a year-on-year reduction in loss of 50.01% to 57.44% [2] - Basic earnings per share are expected to be a loss of approximately 0.011 to 0.022 yuan, compared to a loss of 0.459 yuan in the previous year [2] - The company attributes the performance changes to three main factors, including a focus on core business strategies, optimization of business structure, and steady growth in operating income, which led to an increase in gross profit [2] Group 2 - The company has improved resource utilization efficiency and optimized asset structure by divesting non-core assets, resulting in significant investment disposal gains that contributed to the reduction in net loss [2] - A comprehensive review and impairment testing of various assets were conducted based on prudent principles, leading to the recognition of asset impairment provisions [2] - The company expects non-recurring gains and losses attributable to shareholders to be approximately 59.5 million to 67 million yuan, primarily from non-current asset disposal gains and government subsidies [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 2.预计的经营业绩：亏损 3.业绩预告情况表： ■ 二、与会计师事务所沟通情况 本次业绩预告未经年度审计会计师事务所审计，系公司初步测算结果，但公司已就有关事项与年度审计 会计师事务所进行了预沟通，公司与年度审计会计师事务所在业绩预告方面不存在分歧。 三、业绩变动原因说明 1.本报告期内，公司锚定主责主业战略方向，精准把握市场机遇窗口，持续优化业务结构与产品矩阵， 实现营业收入稳步增长，带动毛利同比提升，推动公司业务稳定发展。同时，公司进一步提升资源使用 效率，持续优化资产结构和资源配置，剥离非核心资产取得较高的投资处置收益。预计公司2025年度归 属于上市公司股东的净利润同比实现大幅度减亏。 2.根据公司业务发展情况，按照企业会计准则及公司会计政策等相关规定，基于谨慎性原则，公司对各 类资产进行了全面检查和减值测试，计提各项资产减值准备。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 1.业绩预告期间：2025年1月1日至2025年12月31日。 3.本报告期内，公司预计归属于上市公司 ...

Company News - DingTong Technology expects a net profit attributable to shareholders of 242 million yuan for 2025, representing a growth of 119.59% compared to the previous year [3] - ShuiJingFang anticipates a net profit attributable to shareholders of 392 million yuan for 2025, a decrease of 71% year-on-year [3] - Trina Solar forecasts a net loss attributable to shareholders ranging from 6.5 billion to 7.5 billion yuan for 2025 [3] - Chengdu Huamei expects a net profit attributable to shareholders between 213 million and 255 million yuan for 2025, an increase of 74.35% to 108.73% year-on-year [3] - China Great Wall anticipates a net loss attributable to shareholders between 35 million and 70 million yuan for 2025, significantly reducing losses compared to the previous year [4] - Hunan YN expects a net profit attributable to shareholders between 1.15 billion and 1.4 billion yuan for 2025, an increase of 93.75% to 135.87% year-on-year [4] - Easy Point Tianxia announced the completion of its stock suspension review and will resume trading on January 20, with no significant changes in its business operations [4][5] - Hualing Cable announced the termination of the acquisition of Hunan Xingxin Aerospace New Materials Co., Ltd. due to failure to reach agreement on specific terms [5] - Yingfang Micro plans to acquire 100% of Shanghai Xiaokeli Information Technology Co., Ltd. and FIRST TECHNOLOGY CHINA LIMITED through a combination of share issuance and cash payment, with the transaction expected to constitute a major asset restructuring [5] - Jianghua Micro announced a share transfer agreement where its controlling shareholder will transfer 92.38 million shares at a price of 20 yuan per share, totaling 1.848 billion yuan, changing the controlling shareholder to Shanghai Fuxun Technology [6] - *ST Aowei issued a risk warning regarding potential delisting due to its market capitalization being below 500 million yuan for 12 consecutive trading days [6] Industry News - The Civil Aviation Administration of China predicts that the national civil aviation will operate 780,000 flights during the 2026 Spring Festival, with a daily average of 19,400 flights, a year-on-year increase of 5% [2] - The predicted passenger transport volume for the 2026 Spring Festival is expected to reach a historical high of 95 million, with a daily average of 2.38 million passengers, representing a year-on-year growth of approximately 5.3% [2] - The National Bureau of Statistics reported that China's GDP reached 140 trillion yuan in 2025, growing by 5.0% year-on-year, with an average urban unemployment rate of 5.2% [1] - The International Monetary Fund (IMF) has raised its forecast for China's economic growth in 2025 by 0.2 percentage points to 5% [1]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 1.业绩预告期间：2025年1月1日至2025年12月31日。 2.预计的经营业绩：亏损 3.业绩预告情况表： 三、业绩变动原因说明 1.本报告期内，公司锚定主责主业战略方向，精准把握市场机遇窗口，持续优化业务结构与产品矩阵， 实现营业收入稳步增长，带动毛利同比提升，推动公司业务稳定发展。同时，公司进一步提升资源使用 效率，持续优化资产结构和资源配置，剥离非核心资产取得较高的投资处置收益。预计公司2025年度归 属于上市公司股东的净利润同比实现大幅度减亏。 2.根据公司业务发展情况，按照企业会计准则及公司会计政策等相关规定，基于谨慎性原则，公司对各 类资产进行了全面检查和减值测试，计提各项资产减值准备。 3.本报告期内，公司预计归属于上市公司股东的非经常性损益金额约为59,500万元-67,000万元，主要是 非流动资产处置收益和政府补助收入等。 四、其他相关说明 1.本次业绩预告是公司财务部门初步测算的结果，具体财务数据将在公司2025年度报告中详细披露，敬 请注意投资风险，理性投资。 2 ...

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]

Company Announcements - Yidian Tianxia's stock will resume trading on January 20, 2026, after a suspension due to a significant price increase of over 100% during the previous trading days [2] - Hualing Cable has terminated its acquisition of Hunan Xingxin Aerospace, stating that the decision was mutual and will not adversely affect its operations or financial status [3] - Tianjian Technology expects a net loss of 176 million to 250 million yuan for 2025, which may lead to a delisting risk warning [4] - Shuijingfang anticipates a 71% decline in net profit for 2025, with Q4 performance significantly below expectations [5] Investment & Contracts - Nanshan Aluminum plans to invest approximately 4.37 billion USD to establish a 250,000-ton electrolytic aluminum project in Indonesia [13] Shareholding Changes - Jianghuai Microelectronics will have its actual controller changed to the Shanghai State-owned Assets Supervision and Administration Commission, with stock resuming trading on January 20, 2026 [16] Performance & Earnings - Hunan YN expects a net profit increase of 94% to 136% for 2025, driven by rising demand in the lithium battery sector [23] - 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 [24] - Dinglong Co. forecasts a net profit increase of 34.44% to 40.20% for 2025, supported by strong growth in semiconductor and display materials [26] Project Bids - Pingzhi Information is a candidate for a smart computing service project worth approximately 489 million yuan [41] Financing & Capital Increase - Jiangxi Copper plans to register and issue debt financing instruments not exceeding 250 billion yuan [44]