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]

智通财经APP讯，中国长城(000066.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损 3500万元—7000万元;归属于上市公司股东的扣除非经常性损益后的净亏损6.3亿元至7.4亿元。 ...

每经AI快讯，中国长城1月19日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损3500 万元~7000万元，基本每股收益亏损约0.011元~0.022元。上年同期归属于上市公司股东的净利润亏损约 14.79亿元，基本每股收益亏损0.459元。业绩变动主要原因是，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。 每经头条（nbdtoutiao）——短剧大爆发，吸纳69万人就业！一度送外卖的演员也找到工作：收入还算 可观但太累，剧组常备速效救心丸，拍睡觉戏真能睡着 （记者 王晓波） ...

格隆汇1月19日丨中国长城(000066.SZ)发布2025年度业绩预告，预计归属于上市公司股东的净利润亏损 3500万元—7000万元，较上年同期大幅减亏。报告期内，公司聚焦主责主业，优化业务结构与产品矩 阵，营业收入稳步增长，毛利同比提升；同时通过剥离非核心资产获得较高投资收益，资源使用效率持 续提高，推动业绩显著改善。 ...

格隆汇1月19日丨中国长城(000066.SZ)公布，预计2025年亏损约3,500万元—7,000万元，扣非亏损约 63,000万元—74,000万元。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。 ...

证券代码：000066 证券简称：中国长城 公告编号：2026-006 中国长城科技集团股份有限公司 2025年度业绩预告 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： | 项目 | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | | 归属于上市公司股 | 亏损：约 3,500 万元—7,000 | 万元 | 亏损：147,851 | 万元 | | 东的净利润 | 比上年同期减亏：95.27%—97.63% | | | | | 归属于上市公司股 | 亏损：约 63,000 万元—74,000 | 万元 | | | | 东的扣除非经常性 | 比上年同期减亏：50.01%—57.44% | | 亏损：148,027 | 万元 | | 损益后的净利润 | | | | | | 基本每股收益 | 亏损：约 0.011 元—0.022 | 元 | 亏损：0.459 ...

Investment Rating - The report maintains a "Recommended" rating for the computer industry [4] Core Insights - A new growth trend driven by the AI technology revolution is emerging, with significant development opportunities in areas such as domestic computing power, AI applications, commercial aerospace, and embodied intelligence [3][12] - The demand for domestic AI computing power remains a key focus, with specific companies recommended for attention, including Cambrian, Haiguang Information, Inspur Information, China Great Wall, and Loongson Technology [3][12] - The report highlights expected revenue or profit growth rates for key companies in 2025, with some companies projected to achieve over 30% year-on-year growth in net profit, such as Zhuoyi Information (yoy +150%) and Zhongke Information (yoy +40%) [12][13] Summary by Sections Weekly Market Review - During the week of January 12-16, the CSI 300 index fell by 0.57%, while the small and medium-sized board index rose by 1.55%, and the ChiNext index increased by 1.00%. The computer sector (CITIC) saw a rise of 4.31% [22] - The top five gainers in the sector included Shiji Information (+28.69%), Guangyun Technology (+28.43%), and Wanxing Technology (+19.64) [22][28] - The top five decliners were Aerospace Changfeng (-21.02%), Aerospace Information (-14.46%), and Haixia Innovation (-13.40%) [22][28] Industry News - The U.S. Department of Commerce has relaxed export restrictions on Nvidia's H200 chips to China, shifting to a case-by-case review mechanism, which marks a significant policy change [16] - Alibaba's Qianwen app has launched a "Task Assistant" feature, enabling AI agents to manage daily tasks across various services [17] - Zhiyuan AI has partnered with Huawei to open-source the GLM-Image model, marking a significant step in the domestic computing power ecosystem [15] Company News - Hanbang High-Tech is progressing with a major asset restructuring plan, intending to acquire a 51% stake in Anhui Yilu Micro-Travel Technology [18] - The report notes various shareholder actions, including share reduction plans by major stakeholders in companies like Anheng Information and Bosi Software, which are not expected to impact company governance [19][20]

1月16日，中国长城涨5.14%，截至发稿，报17.19元/股，成交21.14亿元，换手率4.06%，总市值554.51 亿元。 资料显示，中国长城科技集团股份有限公司位于广东省深圳市南山区科技园中电长城大厦，成立日期 1997年6月19日，上市日期1997年6月26日，公司主营业务涉及网络安全与信息化、高新电子、电源、园 区与物业服务及其他业务。主营业务收入构成为：计算产业80.86%，系统装备13.52%，其他(补 充)5.62%。 截至发稿，黄稚累计任职时间7年178天，现任基金资产总规模30.59亿元，任职期间最佳基金回报 146.63%， 任职期间最差基金回报-22.84%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，中信保诚基金旗下1只基金重仓中国长城。中信保诚中证信息安全指数(LOF)A（165523）三 季度减持17.83万股，持有股数51.51万股，占基金净值比例为3.16%，位居第九大重仓股。根据测算， 今日浮盈赚取 ...

Group 1 - The core viewpoint of the news is that China Great Wall Technology Group Co., Ltd. has shown a mixed performance in stock price and financial metrics, with a notable increase in revenue and net profit year-on-year [1][2][3] Group 2 - As of January 16, the stock price of China Great Wall decreased by 2.02% to 16.02 CNY per share, with a total market capitalization of 51.68 billion CNY [1] - The company has experienced a year-to-date stock price increase of 11.17%, with a 6.02% rise over the last five trading days and a 15.25% increase over the last 20 days [1] - The main business revenue composition includes 80.86% from computing industry, 13.52% from system equipment, and 5.62% from other sources [1] Group 3 - For the period from January to September 2025, China Great Wall achieved an operating income of 10.295 billion CNY, representing a year-on-year growth of 7.18%, and a net profit attributable to shareholders of 16.067 million CNY, up 102.34% year-on-year [2] - The company has distributed a total of 1.855 billion CNY in dividends since its A-share listing, with 22.58 million CNY distributed in the last three years [3] Group 4 - As of December 19, the number of shareholders for China Great Wall was 376,500, a decrease of 0.25% from the previous period, while the average circulating shares per person increased by 0.25% to 8,568 shares [2] - The top circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 4.6707 million shares, and Southern CSI 500 ETF, which decreased its holdings by 640,300 shares [3]

Core Insights - The main market saw a net inflow of 19.182 billion yuan as of January 14, with significant capital flowing into various sectors [1] Group 1: Sector Performance - The top sectors by net capital inflow were: - Internet Services with 7.273 billion yuan and a growth of 6.44% [2] - Software Development with 6.836 billion yuan and a growth of 6.21% [2] - Securities with 2.616 billion yuan and a growth of 2.03% [2] - Optical and Electronic with 1.747 billion yuan and a growth of 2.89% [2] - Photovoltaic Equipment with 1.458 billion yuan and a growth of 2.53% [2] - Computer Equipment with 1.379 billion yuan and a growth of 3.59% [2] - Specialized Equipment with 1.342 billion yuan and a growth of 2.26% [3] - Electronic Components with 1.265 billion yuan and a growth of 2.41% [3] - Batteries with 1.259 billion yuan and a growth of 2.46% [3] - Automotive Parts with 0.931 billion yuan and a growth of 1.37% [3]