Core Viewpoint - The trading volume of the Shanghai and Shenzhen Stock Connect reached a total of 375.77 billion, with Zijin Mining and CATL leading in individual stock trading volume [1][3] Group 1: Trading Volume and Key Stocks - The total trading amount for the Shanghai Stock Connect was 185.69 billion, while the Shenzhen Stock Connect totaled 190.08 billion [1] - Zijin Mining ranked first in the Shanghai Stock Connect, while CATL topped the Shenzhen Stock Connect [2][3] Group 2: Sector Performance - The non-ferrous metals sector saw the highest net inflow of main funds, amounting to 97.43 billion, with a net inflow rate of 2.92% [4][6] - Other sectors with significant inflows included industrial metals and communications, while the new energy and pharmaceutical sectors experienced notable outflows [4][6] Group 3: ETF Trading - The CSI 500 ETF from Huaxia (512500) saw a remarkable trading volume increase of 1188% compared to the previous trading day, leading the growth in ETF trading [9] - The top ETF by trading volume was the CSI 300 ETF from Huatai Baichuan (510300), with a trading amount of 401 billion [9] Group 4: Institutional Activity - Institutional buying was notable in stocks like Hongjing Technology, which saw a 7.04% increase and received 1.45 billion from three institutions [10] - Conversely, AI application stock Sanwei Communication faced selling pressure, with two institutions selling 1.18 billion [10]

Group 1 - Three-dimensional Communication, Kaichun Co., Ltd., and Jiuqi Software reached the daily limit increase in stock prices, indicating strong market interest [1] - Worth Buying, BlueFocus Communication Group, Aofei Data, Hengyi Petrochemical, and Lude Medical also experienced stock price increases, suggesting a broader positive trend in the market [1]

Market Overview - The communication services sector declined by 0.54% on January 27, with the stock "二六三" leading the decline [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - "三维通信" saw a significant increase of 10.00%, closing at 15.73, with a trading volume of 1.1458 million shares [1] - "世纪恒通" and "奧飞致居" also experienced gains of 6.05% and 4.61%, respectively, with closing prices of 40.82 and 23.59 [1] - Conversely, "二六三" dropped by 4.97%, closing at 6.50, with a trading volume of 1.774 million shares [2] Capital Flow - The communication services sector experienced a net inflow of 115 million yuan from institutional investors, while retail investors saw a net outflow of 229 million yuan [2] - "三维通信" attracted the highest net inflow from institutional investors at 704 million yuan, representing 39.33% of its trading volume [3] - "世纪恒通" and "润建股份" also had notable net inflows of 57.24 million yuan and 53.37 million yuan, respectively [3]

Group 1 - The top 20 stocks with the highest main capital inflow as of January 27 include Industrial Fulian (20.56 billion), Zhongji Xuchuang (17.76 billion), and Tianfu Communication (11.03 billion) [1][2] - The sectors represented among the top inflow stocks include consumer electronics, communication equipment, semiconductors, agriculture, and banking [2][3] - Industrial Fulian leads with a capital inflow of 20.56 billion, followed by Zhongji Xuchuang with 17.76 billion, and Tianfu Communication with 11.03 billion [1][2] Group 2 - Other notable stocks include Huada Technology (10.95 billion), Pingtan Development (10.66 billion), and Xinyi Technology (10.02 billion) [1][2] - The banking sector is represented by China Ping An with 6.67 billion and China Merchants Bank with 6.59 billion [2][3] - The data indicates a significant interest in technology and communication sectors, with multiple companies in these fields receiving substantial capital inflows [1][2][3]

Group 1 - The top 20 stocks with significant capital inflow as of January 27 include Zhongji Xuchuang (21.98 billion), Xinyi Sheng (14.06 billion), and Industrial Fulian (13.38 billion) [1] - Zhongji Xuchuang experienced a price increase of 5.61%, while Xinyi Sheng rose by 4.28% [2] - The highest capital inflow was observed in communication equipment sector stocks, with Zhongji Xuchuang and Xinyi Sheng leading [2][3] Group 2 - Other notable stocks with significant capital inflow include Tianfu Communication (10.69 billion, 8.86% increase) and Pingtan Development (9.34 billion, 9.99% increase) [1][2] - The banking sector saw a capital inflow of 4.90 billion into China Merchants Bank, with a modest price increase of 1.1% [3] - Emerging sectors such as new materials and software development also attracted capital, with stocks like Guomin Technology and Jiuqi Software showing notable inflows [3]

Group 1 - Company Sanwei Communication announced a partnership to establish a private equity fund with a total investment of 114 million yuan, with the company contributing 25 million yuan, focusing on high-tech industries such as smart manufacturing and new energy [1] - Zijin Mining plans to acquire 100% of Allied Gold Corporation for approximately 280 billion yuan, with core assets including gold mines in Mali and Ivory Coast, and an expected increase in gold production to 25 tons by 2029 [2] - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of solvents annually for three years [3] Group 2 - China Aluminum International reported a new contract total of 468.36 billion yuan for 2025, a year-on-year increase of 51.94%, with significant growth in industrial and overseas contracts [4] - Jianxin Co. expects a net loss of 20 to 29 million yuan for 2025, compared to a profit of 19.37 million yuan in the previous year [5] - ST Dongjing anticipates a loss of 40 to 60 million yuan for 2025, an improvement from a loss of 73.45 million yuan in the previous year [6] Group 3 - Zhejiang Haideman plans to raise up to 1.517 billion yuan through a private placement for high-end machine tool projects [7] - Anlu Technology intends to raise up to 1.262 billion yuan for FPGA chip development projects [8][9] - AVIC Chengfei expects a net profit increase of 5.47% to 11.67% for 2025, projecting profits between 3.4 billion and 3.6 billion yuan [10] Group 4 - Hengtong Technology forecasts a net profit increase of 82.95% to 110.05% for 2025, with expected profits between 270 million and 310 million yuan [11] - Qingmu Technology anticipates a net profit increase of 30% to 50% for 2025, projecting profits between 118 million and 136 million yuan [13] - Zhongke Microelectronics expects a loss of 18 to 25 million yuan for 2025, marking a shift from profit to loss [14] Group 5 - Huashan Electric predicts a loss of 42 to 49.2 million yuan for 2025, compared to a loss of 26.77 million yuan in the previous year [15] - Qitian Technology expects a loss of 60 to 95 million yuan for 2025, an improvement from a loss of 214 million yuan in the previous year [16] - Sanyuan Gene announced a plan to reduce its shareholding by up to 2% [17] Group 6 - Zhongxing Junye forecasts a net profit increase of 134.32% to 173.37% for 2025, with expected profits between 300 million and 350 million yuan [18] - Shengshi Technology anticipates a net profit decrease of 50.26% to 64.55% for 2025, projecting profits between 62 million and 87 million yuan [19] - Lante Optical expects a net profit increase of 70.04% to 81.38% for 2025, with projected profits between 375 million and 400 million yuan [20] Group 7 - Dongfang Risen anticipates a loss of 2.3 to 2.9 billion yuan for 2025, compared to a loss of 3.436 billion yuan in the previous year [21] - Wandong Medical announced a change in leadership, electing Wang Jianguo as the new chairman [22] - Longsoft Technology expects a loss of 49 to 60 million yuan for 2025, with projected revenues between 148 million and 164 million yuan [23] Group 8 - Zongyi Co. forecasts a net profit increase of approximately 264.05% for 2025, with expected revenues of around 480 million yuan [24] - Sifang New Materials anticipates a loss of around 300 million yuan for 2025, with projected revenues of about 1 billion yuan [25] - Jiuding New Materials plans to acquire 100% of Jiuding New Energy for 39.51 million yuan [26] Group 9 - Kangyuan Pharmaceutical received approval for clinical trials of a new drug aimed at treating children's ailments [27] - Kaipu Testing announced plans for share reductions by its chairman and vice president [28] - Fengfan Co. intends to acquire 51% of Yanling Jiaye for 382.5 million yuan, with performance commitments for the next three years [29][30] Group 10 - Axin Security received a government subsidy of 6.8 million yuan [31] - Ge Microelectronics announced plans for a share reduction by a major shareholder [32] - ST Yingfit expects a loss of 24 to 31 million yuan for 2025, a reduction from a loss of 40.4 million yuan in the previous year [33] Group 11 - Fujilai forecasts a net profit increase of 282.17% to 296.8% for 2025, with expected profits between 62.7 million and 65.1 million yuan [34] - Huakong Saige anticipates a loss of 97 to 120 million yuan for 2025, a shift from a profit of 17.03 million yuan in the previous year [35] - Landun Optical expects a loss of 70 to 95 million yuan for 2025, compared to a profit of 6.49 million yuan in the previous year [36] Group 12 - ST Zhongji forecasts a loss of 35 to 55 million yuan for 2025, compared to a loss of 231 million yuan in the previous year [37] - Zhongsheng Pharmaceutical expects a profit of 260 to 310 million yuan for 2025, reversing a loss of 299 million yuan in the previous year [38] - Youkeshu reported a net loss of 13.85 million yuan for the first three quarters of 2025 [39] Group 13 - Haosheng Electronics anticipates a net profit decrease of 56.85% to 59.77% for 2025, projecting profits between 69 million and 74 million yuan [40] - Xiangyuan Cultural Tourism plans to withdraw from a low-altitude economic investment fund [41] - Guoen Co. has set a preliminary price range of 34 to 42 HKD for its H-share issuance [42]

Core Viewpoint - The AI application sector is experiencing significant activity, with several stocks reaching their daily limit up due to the popularity of the open-source project Clawdbot in Silicon Valley [1] Group 1: Stock Performance - Stocks such as Jiuxi Software, Sanwei Communication, Kevin Education, and Yaowang Technology have hit the daily limit up [1] - Other companies like Worth Buying, Liujin Technology, and Puyuan Information also saw increases in their stock prices [1] Group 2: AI Technology Development - The Clawdbot project, which can run on Mac mini, has gained immense popularity and serves as both a local AI agent and a chat gateway [1] - Clawdbot enables communication through platforms like WhatsApp and iMessage, enhancing user interaction with AI [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002115 证券简称：三维通信 公告编号：2026-012 三维通信股份有限公司关于与专业投资机构共同投资的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、与专业投资机构共同投资概况 近日，三维通信股份有限公司（以下简称"三维通信"或"公司"）与杭州九智投资管理有限公司（以下简 称"九智投资"）、韩华龙、杭州仑智股权投资合伙企业（有限合伙）（以下简称"仑智投资"）、岳智 （嘉兴）股权投资合伙企业（有限合伙）（以下简称"岳智投资"）、湖州昊智股权投资合伙企业（有限 合伙）（以下简称"昊智投资"）共5位合伙人签署《杭州渠智股权投资合伙企业（有限合伙）之合伙协 议》（以下简称"合伙协议"或"本协议"），共同投资杭州渠智股权投资合伙企业（有限合伙）（以下简 称"渠智基金"、"合伙基金"或"合伙企业"）。渠智基金总认缴出资额为人民币11,400万元，公司作为基 金的有限合伙人以自有资金认缴出资2,500万元。 （一）投资合伙基金的具体情况 1、基金名称：杭州渠智股权投资合伙企业（有限合伙） 公司按照 ...

公告称，近日，三维通信与杭州九智投资管理有限公司（以下简称"九智投资"）、韩华龙、杭州仑智股 权投资合伙企业（有限合伙）（以下简称"仑智投资"）、岳智（嘉兴）股权投资合伙企业（有限合伙） （以下简称"岳智投资"）、湖州昊智股权投资合伙企业（有限合伙）（以下简称"昊智投资"）共5位合 伙人签署《杭州渠智股权投资合伙企业（有限合伙）之合伙协议》，共同投资杭州渠智股权投资合伙企 业（有限合伙）（以下简称"渠智基金"、"合伙基金"或"合伙企业"）。 渠智基金总认缴出资额为1.14亿元，公司作为基金的有限合伙人以自有资金认缴出资2500万元，占总规 模的21.9298%，资金来源为公司自有资金。 公告显示，该合伙基金可投资于智能制造、航空航天、新能源等高新技术行业的非上市股权，并可以通 过投资或受让资产管理产品份额或合伙企业的有限合伙份额间接投资非上市股权标的。 1月26日晚间，三维通信（002115）发布的关于与专业投资机构共同投资的公告引发关注。 不过，三维通信同时提示风险称，本次投资尚需在企业登记机关办理变更登记，并向基金业协会办理本 合伙基金的备案手续。变更登记与备案程序存在不确定性。渠智基金聚焦智能制造、航空 ...

格隆汇1月26日丨三维通信(002115.SZ)公布，近日，三维通信股份有限公司与杭州九智投资管理有限公 司（简称"九智投资"）、韩华龙、杭州仑智股权投资合伙企业（有限合伙）（简称"仑智投资"）、岳智 （嘉兴）股权投资合伙企业（有限合伙）（简称"岳智投资"）、湖州昊智股权投资合伙企业（有限合 伙）（简称"昊智投资"）共5位合伙人签署《杭州渠智股权投资合伙企业（有限合伙）之合伙协议》， 共同投资杭州渠智股权投资合伙企业（有限合伙）（简称"渠智基金"、"合伙基金"或"合伙企业"）。渠 智基金总认缴出资额为人民币11,400万元，公司作为基金的有限合伙人以自有资金认缴出资2,500万元。 ...