（编辑 丛可心） 证券日报网讯 1月23日，电科网安发布公告称，公司预计2025年度归属于上市公司股东的净利润为盈利 5，000.00万元–6，500.00万元，比上年同期下降58.90%–68.38%，上年同期盈利15，815.06万元。 ...

人民财讯1月23日电，电科网安（002268）1月23日发布业绩预告，预计2025年归母净利润5000万元— 6500万元，同比下降58.9%—68.38%。报告期内，虽然新签合同同比增长，但受新签合同在三、四季度 签订的金额较大、部分项目2025年内尚未达到确认收入条件等影响，公司全年营业收入有所下降；产品 毛利率受市场供需关系等因素影响有所下降；其他收益中政府补助及资金收益同比下降。 ...

报告期内，虽然新签合同同比增长，但受新签合同在三、四季度签订的金额较大、部分项目2025年内尚 未达到确认收入条件等影响，公司全年营业收入有所下降；产品毛利率受市场供需关系等因素影响有所 下降；其他收益中政府补助及资金收益同比下降，2025年归属于上市公司股东的净利润同比下降 58.90%–68.38%。 格隆汇1月23日丨电科网安(002268.SZ)公布，预计2025年归属于上市公司股东的净利润5,000.00万元– 6,500.00万元，比上年同期下降58.90%–68.38%，扣除非经常性损益后的净利润2,500.00万元–3,500.00万 元，比上年同期下降65.62%–75.44%。 ...

电科网安1月23日晚间公告，预计2025年年度归母净利润5000万元-6500万元，同比下降 58.90%-68.38%。 电科网安1月23日晚间公告，预计2025年年度归母净利润5000万元-6500万元，同比下降 58.90%-68.38%。 ...

证券代码：002268 证券简称：电科网安 公告编号：2026-002 中电科网络安全科技股份有限公司 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 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日 于上市公司股东的净利润同比下降 58.90%–68.38%。 四、其它相关说明 （二）业绩预告情况 预计净利润为正值且属于下列情形之一： □扭亏为盈 □同向上升 ☑ 同向下降 | 项目 | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | | 归属于上市公司 | 盈利：5,000.00 万元 | 万元–6,500.00 | 盈利：15,815.06 | 万元 | | 股东的净利润 | 比上年同期下降：58.90%–68.38% | | | | | 扣除非经常性损 | 盈利：2,500.00 万元 | 万元–3,500.00 | 盈利：10,179.66 | 万元 | | 益后的净利润 | 比上年同期下降：65.62% –75.44% ...

电科网安公告，预计2025年度净利润为5000万元–6500万元，同比下降58.90%–68.38%。报告期内，虽 然新签合同同比增长，但受新签合同在三、四季度签订的金额较大、部分项目2025年内尚未达到确认收 入条件等影响，公司全年营业收入有所下降；产品毛利率受市场供需关系等因素影响有所下降；其他收 益中政府补助及资金收益同比下降，2025年归属于上市公司股东的净利润同比下降58.90%–68.38%。 ...

Group 1 - The cloud office concept rose by 4.52%, ranking 6th among concept sectors, with 43 stocks increasing, including Guangyun Technology which hit the daily limit up by 20% [1] - Notable gainers in the sector included Tianyuan Dike, Huichang Technology, and Liandi Information, with increases of 18.61%, 17.02%, and 13.48% respectively [1] - The sector saw a net inflow of 1.662 billion yuan, with 27 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow, led by People’s Daily with 683 million yuan [2][3] Group 2 - The top three stocks by net inflow ratio were People’s Daily at 22.86%, Tianyuan Dike at 21.02%, and Geer Software at 18.31% [3] - The trading volume for People’s Daily was 68.281 million yuan, while Tianyuan Dike had a trading volume of 58.546 million yuan [3] - Guangyun Technology had a trading volume of 31.964 million yuan with a daily increase of 20% [4]

Group 1 - The computer equipment sector experienced a significant increase of 4.63% on January 12, with Tonghui Information leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - Notable individual stock performances included Tonghui Information with a closing price of 8.63, up 29.97%, and Xinkaiyin with a closing price of 15.20, up 17.65% [1] Group 2 - The computer equipment sector saw a net inflow of 2.093 billion yuan from institutional investors, while retail investors experienced a net outflow of 1.14 billion yuan [2] - The stock with the highest net inflow from institutional investors was China Great Wall, with 914 million yuan, representing 44.46% of its trading volume [3] - Conversely, retail investors showed a significant outflow from stocks like Hikvision and Dahua Technology, indicating a shift in investor sentiment [3]

Core Viewpoint - The military industry sector is experiencing significant growth, with the military ETF Huabao (512810) rising over 10%, driven by strong performance from various constituent stocks [1][2]. Group 1: ETF Performance - The military ETF Huabao (512810) saw a midday increase of 7.3%, reaching a historical high with real-time trading exceeding 970 million yuan, indicating strong buying interest [2][3]. - The ETF's constituent stocks increased to 15, with notable performers including Huali Chuantong, which hit a 20% limit up, and several others achieving maximum daily gains [1][2]. Group 2: Key Stocks and Trading Data - Key stocks within the ETF include: - Huali Chuantong (300045) with a weight of 0.87%, current price at 37.42, and a trading volume of 5.592 billion yuan [2]. - China Satellite (601698) with a weight of 2.17%, current price at 53.88, and a trading volume of 12.756 billion yuan [2]. - Other notable stocks include Hai Ge Communication, China Longcheng, and Chujian New Materials, all achieving maximum daily gains [1][2]. Group 3: Catalysts for Growth - The growth of the military sector is attributed to two main catalysts: commercial aerospace and AI applications, with the military ETF covering 24 commercial aerospace concept stocks, accounting for over 32% of its weight [3][4]. - The military sector is identified as a key area for AI applications, further driving investment interest [3]. Group 4: Future Outlook - The military industry is expected to maintain a positive outlook, particularly with the upcoming "14th Five-Year Plan" and the 100th anniversary of the military's establishment, which are anticipated to boost demand in both military and civilian sectors [4][5]. - The global instability is likely to increase military trade demand, with China's high-end equipment exports expected to accelerate, contributing to revenue growth in the military sector [5].

Core Viewpoint - The military industry is experiencing significant growth, with the military ETF Huabao (512810) rising over 10%, indicating strong investor interest and potential for further gains in the sector [1][9]. Group 1: Market Performance - The military ETF Huabao (512810) saw a surge of over 10%, with its constituent stocks increasing to 15, including Huali Chuangtong, which hit the daily limit with a 20% increase [1][9]. - The ETF's trading volume exceeded 970 million yuan, with a premium rate rising over 1.3%, reflecting strong buying pressure [1][9]. - Key stocks such as China Satellite, Haige Communication, and China Longcheng also reached their daily limits, showcasing broad market enthusiasm [1][9]. Group 2: Catalysts for Growth - The growth of the military sector is driven by two main engines: commercial aerospace and AI applications, with the military ETF covering 24 commercial aerospace concept stocks, accounting for over 32% of its weight [4][12]. - The military sector is expected to benefit from increased demand for new combat capabilities and traditional components, which may amplify demand effects [5][13]. Group 3: Future Outlook - The military and civilian sectors are poised for growth, with commercial aerospace and gas turbines expected to benefit from industry trends and expanding market space [5][13]. - Global military trade demand is anticipated to grow due to ongoing geopolitical instability, with China's high-end equipment exports accelerating, potentially contributing to a second income growth driver [5][13].