（记者 王晓波） 每经AI快讯，拓维信息1月30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5000万元 ~7500万元，同比扭亏为盈。基本每股收益0.04元至0.06元。上年同期基本每股收益亏损0.08元。业绩变 动主要原因是，报告期内，公司持续加大回款管理力度，经营活动现金流净额大幅流入；公司有息负债 规模同比下降，债务结构进一步优化；财务费用较上年同期下降约3500万元。 每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 ...

今日晚间重要公告抢先看——寒武纪：2025年预盈18.5亿元—21.5亿元，同比扭亏为盈；中际旭创： 2025年净利同比预增89.50%-128.17%；完美世界：2025年预盈7.2亿元—7.6亿元，同比扭亏为盈。 【重大事项】 中际旭创：2025年净利同比预增89.50%-128.17% 1月30日，中际旭创(300308.SZ)公告称，预计2025年归属于上市公司股东的净利润为98亿元-118亿元， 比上年同期增长89.50%-128.17%。报告期内，受益于终端客户对算力基础设施的强劲投入，公司产品出 货较快增长，其中高速光模块占比持续提高，且随着产品方案不断优化、运营效率继续提升，公司营业 收入与净利润均较去年同期实现较大增长。 新锐股份：拟定增募资不超13.16亿元 用于高性能数控刀片产业园项目等 新锐股份(688257)1月30日公告，公司拟定增募资不超13.16亿元，扣除相关发行费用后的募集资金净额 将全部用于高性能数控刀片产业园项目、高性能凿岩工具生产项目、精密刀具研发检测中心及总部管理 中心建设项目、补充流动资金。 利扬芯片：拟定增募资不超9.7亿元 用于东城利扬芯片集成电路测试项目等 利 ...

拓维信息公告，预计2025年度净利润为5000万元至7500万元，上年同期亏损1亿元。报告期内，公司紧 密围绕战略业务发展方向，持续提升经营效率，优化财务结构，整体经营业绩实现扭亏为盈。 ...

本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 拓维信息系统股份有限公司 证券代码：002261 证券简称：拓维信息 公告编号：2026-003 拓维信息系统股份有限公司 2025 年度业绩预告 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为正值且属于扭亏为盈情形 （1）以区间数进行业绩预告的 | 项 | 目 | | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | 盈利：5,000.00 7,500.00 | 万元 | 至 | 万元 | 亏损：10,049.87 | 万元 | | | | 比上年同期增长：149.75%—174.63% | | | | | | | 扣除非经常性损 益后的净利润 | | 亏损：5,500.00 3,000.00 | 万元 | 至 | 万元 | 亏损：10,129.35 | 万元 | | | | 比上年同期增长：4 ...

证券代码：002261 证券简称：拓维信息 公告编号：2026-002 拓维信息系统股份有限公司 关于收到参股公司归还财务资助款项的公 告 本公司及董事会全体成员保证公告内容的真实、准确和完整，并对公告 中的虚假记载、误导性陈述或重大遗漏承担责任。 一、财务资助事项概述 拓维信息系统股份有限公司 二、财务资助事项进展 近日，公司收到北京博方归还的财务资助本金 6,600 万元。截止本公告披露 日，北京博方未归还财务资助本金 570 万元及相应利息，上述款项已逾期。 三、对公司的影响及拟采取的措施 公司前期已对上述财务资助单项计提坏账准备 7,010 万元，本次收回 6,600 万元，将转回坏账准备 6,600 万元，增加公司利润 6,600 万元。对于剩余未归还 款项，公司将持续关注财务资助对象的资信水平和生产经营的变动情况并及时履 行信息披露义务。 特此公告。 拓维信息系统股份有限公司董事会 2026 年 1 月 29 日 拓维信息系统股份有限公司（以下简称"本公司"或"公司"）于 2016 年 1 月 4 日召开了第五届董事会第三十四次会议，审议通过了《关于对北京博方文 化传媒有限公司提供财务资助的议案》 ...

Market Overview - As of January 19, the Shanghai Composite Index rose by 0.29% to close at 4114.0001 points, while the Shenzhen Component Index increased by 0.09% to close at 14294.053 points [1] Top Gainers in Hunan Stocks - Changlan Technology opened at 20.800 and closed at 22.990, achieving a daily increase of 7.83%, with a highest price of 23.350 and a lowest price of 20.580, trading volume reached 310,056 lots [2] - Changgao Electric New opened at 9.630 and closed at 10.220, marking a daily rise of 7.58%, with a highest price of 10.300 and a lowest price of 9.590, trading volume was 907,740 lots [2] - Jinbei Electric opened at 13.550 and closed at 14.340, reflecting a daily increase of 5.75%, with a highest price of 14.340 and a lowest price of 13.550, trading volume was 530,320 lots [2] - Boyun New Materials opened at 11.580 and closed at 12.380, showing a daily rise of 5.72%, with a highest price of 12.640 and a lowest price of 11.510, trading volume reached 683,175 lots [2] - *ST Biological opened at 8.360 and closed at 8.930, achieving a daily increase of 5.06%, with a highest price of 8.930 and a lowest price of 8.360, trading volume was 39,799 lots [2] Top Losers in Hunan Stocks - Hengli Retreat opened at 0.160 and closed at 0.150, experiencing a daily drop of 11.76%, with a highest price of 0.170 and a lowest price of 0.150, trading volume was 611,606 lots [3] - Kaimete Gas opened at 23.120 and closed at 22.590, reflecting a daily decline of 2.67%, with a highest price of 23.290 and a lowest price of 22.500, trading volume reached 566,571 lots [3] - ST Jiajia opened at 6.700 and closed at 6.540, marking a daily decrease of 2.39%, with a highest price of 6.760 and a lowest price of 6.540, trading volume was 52,505 lots [3] - Tuowei Information opened at 33.940 and closed at 33.770, showing a daily drop of 1.29%, with a highest price of 34.400 and a lowest price of 33.630, trading volume reached 53,496 lots [3] - Aoshikang opened at 41.650 and closed at 41.130, experiencing a daily decline of 1.25%, with a highest price of 41.650 and a lowest price of 40.850, trading volume was 32,232 lots [3]

Group 1 - The software leading ETF (159899) has seen a net inflow of funds for three consecutive trading days, accumulating a total scale of 290 million yuan [1] - This ETF closely tracks the CSI Software Index, covering leading companies in various segments such as basic software, application software, and industrial software, with AI application-related concepts accounting for 35% of its weight [1][2] - The top ten holdings in the index include companies like Tuowei Information and Kingsoft Office, which are expected to benefit from the industry boom driven by AI technology [1] Group 2 - The AI application sector is experiencing a new wave of technological breakthroughs and ecosystem construction, highlighted by the launch of new features in the Qianwen APP, which has surpassed 10 million monthly active users within two months of its launch [2] - Ant Group has also introduced a new product called "Wuli," further expanding the AI application ecosystem [2] - Policy support is evident, with recent publications emphasizing the importance of application-driven development in the AI industry, and successful AI implementations in regulatory systems showcasing its potential in governance [3] Group 3 - Significant progress in technological self-innovation is marked by the collaboration between Zhipu and Huawei to open-source the first multi-modal SOTA model trained on domestic chips, indicating a breakthrough in AI infrastructure [3] - Market analysis suggests a shift in algorithm mechanisms from pursuing "traffic" to building "trust," which may lead to a systematic re-evaluation of content value from official media and professional publishing companies [3] - As domestic large models penetrate multiple scenarios, the AI application sector is entering a phase of accelerated industrialization [3]

Group 1 - The core point of the news is that拓维信息 (Tuo Wei Information) experienced a stock price increase of 5.3%, reaching 36.39 yuan per share, with a trading volume of 3.727 billion yuan and a turnover rate of 9.13%, resulting in a total market capitalization of 45.845 billion yuan [1] - Tuo Wei Information, established on May 20, 1996, and listed on July 23, 2008, is located in Changsha, Hunan Province. The company's main business involves K-12 education services and mobile internet products based on mobile games and animation [1] - The revenue composition of Tuo Wei Information includes software and services at 72.71%, intelligent computing products at 21.74%, and others at 5.55% [1] Group 2 - From the perspective of major holdings in funds, one fund under Penghua Fund has a significant position in Tuo Wei Information. The Big Data ETF (159739) held 271,700 shares in the third quarter, accounting for 2.16% of the fund's net value, ranking as the tenth largest holding [2] - The Big Data ETF (159739), established on November 3, 2021, has a current scale of 454 million yuan. Year-to-date, it has achieved a return of 15.44%, ranking 147 out of 5,520 in its category; over the past year, it has returned 93.83%, ranking 167 out of 4,203; and since inception, it has returned 85.2% [2] - The fund manager of the Big Data ETF is 罗英宇 (Luo Yingyu), who has a cumulative tenure of 5 years and 25 days, with the total asset scale of the fund currently at 10.012 billion yuan. During his tenure, the best fund return was 137.11%, while the worst was -12.4% [2]

Market Overview - A-shares experienced a collective pullback on January 13, with the Shanghai Composite Index ending a 17-day winning streak, closing down 0.64% [1] - The total trading volume in the Shanghai and Shenzhen markets reached a historical high of 3.7 trillion [1] Sector Performance - Significant declines were observed in various sectors, including commercial aerospace, satellite internet, and military industries, with many stocks dropping over 8% [3] - The large aircraft and military sectors also faced downturns, with several stocks hitting the daily limit down [3] - The commercial aerospace index fell by 6.15%, with a net outflow of 230.78 billion [4] Individual Stock Movements - Over 1,600 stocks rose, with more than 70 stocks hitting the daily limit up, while the commercial aerospace sector saw over 60 stocks limit down or drop more than 10% [3] - Specific stocks such as Aerospace Electronics and Beidou Star Communication experienced significant declines, with many stocks in the sector down by nearly 10% [7] Investment Insights - Analysts suggest that the current market sentiment may indicate a nearing peak, with potential for further structural upward trends despite short-term volatility [12] - Key investment strategies include avoiding speculative risks in popular sectors, focusing on policy-driven industries, and maintaining diversified portfolios to balance risk and return [14] - The emphasis is on sectors with strong earnings growth and valuation alignment, particularly in technology manufacturing and innovative healthcare [14]

Group 1 - The A-share market saw a rapid decline in AI application concept stocks, with notable drops in several companies [1] - Hengxuan Technology experienced a decline of over 9%, while Guanghetong and Lexin Technology fell by over 8% and 6% respectively [1] - Other companies such as Mango Super Media, Tuo Wei Information, and Ruixin Micro also reported declines exceeding 5% [1] Group 2 - Hengxuan Technology's market capitalization is 39 billion, with a year-to-date increase of 1.74% [2] - Guanghetong has a market capitalization of 29.7 billion and a year-to-date increase of 11.54% [2] - Lexin Technology's market capitalization is also 29.7 billion, with a year-to-date increase of 4.39% [2] - Mango Super Media has a market capitalization of 52.2 billion and a year-to-date increase of 14.21% [2] - Tuo Wei Information's market capitalization is 43.8 billion, with a year-to-date increase of 4.92% [2] - Ruixin Micro has a market capitalization of 78.3 billion, with a year-to-date increase of 4.32% [2] - Yuncong Technology has a market capitalization of 17.4 billion, with a year-to-date increase of 16.77% [2] - Hongsoft Technology's market capitalization is 22.5 billion, with a year-to-date increase of 13.54% [2] - Runhe Software has a market capitalization of 44.1 billion, with a year-to-date increase of 11.82% [2]