Core Viewpoint - The A-share market has seen a collective surge in power grid equipment stocks, driven by the increasing demand for AI and the recognition of electricity as a foundational element for technological advancement [1] Group 1: Market Performance - Zhiyang Innovation rose over 11.64%, with a total market value of 9.933 billion [2] - Tongguang Cable increased by 10.81%, reaching a market value of 8.725 billion [2] - Beijing Keri and Hangdian Co. both hit the daily limit, with market values of 6.074 billion and 11.5 billion respectively [2] - Shunma Electric grew by 7.10%, with a market value of 23 billion [2] - Sifang Co. increased by 5.92%, with a market value of 37.3 billion [2] - Other notable performers include Anke Rui, Wankong Zhizao, and Zhezhong Co., all showing gains above 4% [1][2] Group 2: Industry Outlook - The AI data center industry is expected to maintain high growth through 2026, supported by robust capital expenditure plans from leading internet companies [1] - Overseas power equipment manufacturers have shown strong performance, indicating high growth potential in the industry [1] - Companies providing power supply and distribution equipment for data centers are likely to see a surge in orders [1] - Technical service firms involved in smart grids, energy storage systems, and power dispatch systems will benefit from the ongoing smart grid transformation [1]

方正证券研报认为，展望2026年，人工智能数据中心行业仍将保持高景气。一方面，国内外头部互联网厂商公布 的资本开支计划普遍显示较高增长预期；另一方面，海外头部电力设备厂商业绩表现亮眼，行业高成长性已在业 绩端有所体现。从产业链受益环节来看，直接为数据中心提供供电、配电设备的企业将率先获得订单增长；围绕 智能电网、储能系统、电力调度系统等领域的技术服务企业，也将随着电网智能化改造的深入而迎来发展机遇。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | | --- | --- | --- | --- | --- | --- | --- | | 688191 | 智洋创新 | 1 | 11.64 | 99.33亿 | 33.25 | 42.88 | | 300265 | 通光线缆 | | 10.81 | 87.25亿 | 39.25 | 18.66 | | 002350 | 北京科锐 | 1 | 10.02 | 60.74 Z | 37.59 | 11.20 | | 603618 | 杭电股份 | 1 | 9.97 | 115亿 | 106.58 | 16.65 | | 603530 ...

Group 1 - The company Zhezhong Co., Ltd. (002346) forecasts a net profit attributable to shareholders for 2025 between 360 million to 500 million yuan, representing a year-on-year increase of 392.14% to 583.53% [1] - The non-recurring profit and loss is expected to impact net profit by approximately 270 million to 400 million yuan, driven by changes in the fair value of financial assets and investment income [1] - Despite a decline in operating profit, the significant increase in net profit is expected to support the stock price [1] Group 2 - On February 12, 2026, Zhezhong's closing price was 20.69 yuan, with a single-day increase of 1.37% and a trading volume of 71.85 million yuan, reflecting a cumulative increase of 3.76% over the past five days [2] - The net inflow of main funds on that day was 2.5442 million yuan, indicating increased market activity [2] - The stock price is in a bullish trend, with the 20-day Bollinger Bands showing a resistance level at 21.66 yuan and a support level at 19.63 yuan [2] Group 3 - On February 6, Zhezhong had a net financing purchase of 959,700 yuan, with a financing balance reaching 289 million yuan; the cumulative net purchase over the past three days was 2.0635 million yuan, reflecting enhanced market confidence [3] - The performance of securities lending has been weak, with net selling occurring on 12 out of the last 20 trading days, indicating market divergence regarding future prospects [3] - The active financing aligns with the increase in stock price [3]

Core Insights - The article highlights significant profit forecasts for various companies in 2025, indicating a trend of recovery and growth across multiple sectors, with some companies projecting substantial increases in net profit compared to the previous year. Company Performance Forecasts - **Beimo High-Tech**: Expected net profit for 2025 is between 190 million to 220 million yuan, a year-on-year increase of 1076.16% to 1261.87% [2] - **Jiangfeng Electronics**: Plans to acquire control of Kaide Quartz, with stock suspension starting January 30 [3] - **ST Aowei**: Received a notice of termination of listing due to market capitalization falling below 500 million yuan for 20 consecutive trading days [4] - **GaoDe Infrared**: Forecasted net profit of 700 million to 900 million yuan for 2025, recovering from a loss of 447 million yuan in the previous year [6] - **Bingchuan Network**: Expected net profit of 436 million to 516 million yuan, recovering from a loss of 247 million yuan [6] - **BlueFocus**: Anticipated net profit of 180 million to 220 million yuan, recovering from a loss of 291 million yuan [7] - **Godewei**: Projected net profit of 125 million to 162 million yuan, turning from loss to profit [6] - **Zhongyida**: Expected net profit of 51.23 million yuan, recovering from a loss [8] - **Helin Micro-Nano**: Forecasted net profit of 26 million to 33 million yuan, turning from loss to profit [8] - **Zhongke Sanhuan**: Expected net profit of 80 million to 120 million yuan, a year-on-year increase of 566.23% to 899.35% [9] - **Beilu Pharmaceutical**: Projected net profit of 87 million to 130 million yuan, a year-on-year increase of 537.28% to 852.26% [9] - **Light Media**: Expected net profit of 1.5 billion to 1.9 billion yuan, a year-on-year increase of 413.67% to 550.66% [9] - **Zhezhong Co.**: Forecasted net profit of 360 million to 500 million yuan, a year-on-year increase of 392.14% to 583.53% [10] - **Hailanxin**: Expected net profit of 40 million to 60 million yuan, a year-on-year increase of 387.47% to 631.2% [10] - **Jin Control Power**: Projected net profit of 155 million to 195 million yuan, a year-on-year increase of 383.21% to 507.9% [11] - **Century Huatong**: Expected net profit of 5.55 billion to 6.98 billion yuan, a year-on-year increase of 357.47% to 475.34% [12] - **Chunxue Food**: Forecasted net profit of 36 million to 43 million yuan, a year-on-year increase of 340.90% to 426.63% [13] - **Shirong Zhaoye**: Expected net profit of 126 million to 186 million yuan, a year-on-year increase of 236.77% to 397.13% [13] - **Ningbo Yunsheng**: Projected net profit of 280 million to 380 million yuan, a year-on-year increase of 194.49% to 299.67% [14] - **Jiangbolong**: Expected net profit of 1.25 billion to 1.55 billion yuan, a year-on-year increase of 150.66% to 210.82% [16] - **China Shipbuilding**: Forecasted net profit of 7 billion to 8.4 billion yuan, a year-on-year increase of 65.89% to 99.07% [17] Fundraising and Restructuring - **Beijing Lier**: Plans to raise no more than 1.034 billion yuan through a private placement [21] - **Tongfei Co.**: Plans to raise no more than 1.2 billion yuan through a private placement [21] - **Muxi Co.**: Plans to provide up to 200 million yuan in loans to its subsidiary for GPU development [23] - **Wanhua High-Tech**: Haihua Group will become an indirect controlling shareholder through a cash increase of 4.998 billion yuan [23]

证券日报网讯 1月29日，柘中股份发布公告称，公司预计2025年归属于上市公司股东的净利润为36， 000万元～50，000万元，上年同期7，314.93万元，较上年同期上升392.14%～583.53%。 （编辑 楚丽君） ...

报告期内，公司成套开关设备业务经营利润有所下滑，公司因持有的金融类资产公允价值变动收益及投 资收益大幅增加，导致归属于上市公司股东的净利润较上年同期上升。上述公允价值变动收益及投资收 益属于非经常性损益，预计对公司净利润金额影响范围为2.7亿元～4亿元。 格隆汇1月29日丨柘中股份(002346.SZ)发布2025年度业绩预告，预计2025年归属于上市公司股东的净利 润3.6亿元-5亿元，同比增长392.14%~583.53%；预计2025年度扣除非经常性损益后的净利润8,000万元 ~12,000万元，同比下降35.06%-56.71%。 ...

柘中股份1月29日公告，预计2025年度归母净利润3.6亿元-5亿元，同比增长392.14%-583.53%。该公司 称，报告期内，公司成套开关设备业务经营利润有所下滑，公司因持有的金融类资产公允价值变动收益 及投资收益大幅增加，导致归属于上市公司股东的净利润较上年同期上升。上述公允价值变动收益及投 资收益属于非经常性损益，预计对公司净利润金额影响范围为2.7亿元～ 4亿元。 ...

每经AI快讯，1月29日，柘中股份（002346）(002346.SZ)公告称，柘中股份预计2025年归属于上市公司 股东的净利润为3.6亿元~5.0亿元，较上年同期增长392.14%~583.53%。业绩变动主要系持有的金融类资 产公允价值变动收益及投资收益大幅增加所致，该部分非经常性损益预计影响金额为2.7亿元~4亿元。 ...

转自：智通财经 【柘中股份：2025年净利同比预增392.14%-583.53%】智通财经1月29日电，柘中股份(002346.SZ)公告 称，柘中股份预计2025年归属于上市公司股东的净利润为3.6亿元-5.0亿元，较上年同期增长 392.14%-583.53%。业绩变动主要系持有的金融类资产公允价值变动收益及投资收益大幅增加所致，该 部分非经常性损益预计影响金额为2.7亿元-4亿元。 ...

证券简称：柘中股份 证券代码：002346 公告编号：2026-02 2025 年度业绩预告 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。 公司本次业绩预告内容准确性存在不确定因素，公司持有的金融类资产采 用公允价值方式计量，由于该等金融类资产涉及的部分被投资企业尚未完成年 度会计核算，公司基于现已取得的被投企业资料可能与其最终审定财务数据存 在差异，从而影响公司本次业绩预告内容的准确性。公司敬请投资者关注上述 风险。 一、本期业绩预计情况 （1）以区间数进行业绩预告的 单位：万元 | 项目 | | 本报告期 | 上年同期 | | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | 36,000 | ~ 50,000 | 7,314.93 | | | 较上年同期上升 | 392.14% ~ 583.53% | | | 扣除非经常性损益后的净利润 | 8,000 | ~ 12,000 | 18,478.94 | | | 较上年同期下降 | 56.71% ~ 35.06% | | | 基本每股收益（元 / 股） | 0.85 | ...