Group 1 - The A-share market has seen a continued rise in certain AIGC concept stocks, indicating positive market sentiment towards this sector [1] - Zhejiang Wenhu Internet has reached its daily limit increase, showcasing strong investor interest [1] - Century Tianhong has increased by over 7%, reflecting robust performance among AIGC-related companies [1] Group 2 - Other notable gainers include Guangyun Technology, Chaotu Software, Dian Diagnostics, and Qianfang Technology, all rising by more than 5% [1] - Companies such as Jiuzhoutong, Danghong Technology, Leizhi Group, Fushi Holdings, Keda Guochuang, Yanshan Technology, and Zhongkong Technology have all seen increases of over 4% [1]

1月23日，A股市场部分AIGC概念股继续上涨，其中，浙文互联涨停，世纪天鸿涨超7%，光云科技、超 图软件、迪安诊断、千方科技涨超5%，九州通、当虹科技、垒知集团、福石控股、科大国创、岩山科 技、中控技术涨超4%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 600986 | 浙文互联 | 1 | 10.05 | 179亿 | 54.09 | | 300654 | 世纪天鸿 | | 7.63 | 42.36亿 | 16.75 | | 688365 | 光云科技 | | 5.91 | 113亿 | 57.32 | | 300036 | 超图软件 | 演 | 5.34 | 99.10亿 | 10.74 | | 300244 | 迪安诊断 | 豪 | 5.27 | 174亿 | 75.21 | | 002373 | 千方科技 | 兼 | 5.24 | 209亿 | 12.57 | | 600998 | 九州通 | 1 | 4.90 | 281亿 | 8.79 | | 688039 | 当虹科技 | | ...

Group 1: Profit Forecasts - Gan Li Pharmaceutical expects a net profit of 1.1 billion to 1.2 billion yuan for 2025, an increase of 78.96% to 95.23% year-on-year [1] - Astone Technology anticipates a net loss of 40 million to 60 million yuan for 2025, compared to a loss of 25.34 million yuan in the previous year [2] - JinkoSolar forecasts a net loss of 5.9 billion to 6.9 billion yuan for 2025 [6] - Time Space Technology expects a net loss of 235 million to 290 million yuan for 2025 [7] - Phi Li Hua predicts a net profit of 412 million to 472 million yuan for 2025, a year-on-year increase of 31.12% to 50.22% [8] - Southern Precision expects a net profit of 300 million to 370 million yuan for 2025, representing a growth of 1130% to 1417% [10] - Daikin Heavy Industries anticipates a net profit of 1.05 billion to 1.2 billion yuan for 2025, an increase of 121.58% to 153.23% [11] - Qianfang Technology expects a net profit of 250 million to 320 million yuan for 2025, recovering from a loss of 1.193 billion yuan in the previous year [18] - Bohai Leasing forecasts a net loss of 250 million to 500 million yuan for 2025, with a significant goodwill impairment loss expected [13] - Qujiang Cultural Tourism anticipates a net loss of 130 million to 165 million yuan for 2025 [31] Group 2: Corporate Announcements - Hualan Biological Engineering received approval for clinical trials of its recombinant shingles vaccine [3] - Baishan Nonferrous Metals announced the resignation of its chairman, Wang Pugong, due to work changes [4] - Binhai Energy plans to invest approximately 548 million yuan in two projects related to porous carbon and silicon-carbon anode materials [15] - Nankai Group signed a 296 million yuan equipment sales contract with Inner Mongolia Xijin Mining Co., Ltd. [16] - Tianhua New Energy is planning to issue H-shares and list on the Hong Kong Stock Exchange [12] - Xinneng Technology is also planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange [28] - Lu Wei Optoelectronics intends to raise no more than 1.38 billion yuan through a private placement [26]

（1）以区间数进行业绩预告的 单位：万元 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002373 证券简称：千方科技 公告编号：2026-004 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、业绩预告情况：预计净利润为正值且属于扭亏为盈情形 二、与会计师事务所沟通情况 本次业绩预告是公司财务部门初步测算的结果，具体财务数据以公司披露的2025年年度报告为准。敬请 广大投资者谨慎决策，注意投资风险。 本次业绩预告相关数据是公司财务部门初步测算结果，未经注册会计师预审计。公司已就本次业绩预告 有关事项与年审会计师事务所进行了预沟通，双方在业绩预告方面不存在重大分歧。 五、其他相关说明 三、业绩变动原因说明 报告期内，公司预计归属于上市公司股东的净利润实现扭亏为盈，主要受以下几方面因素综合影响： 主营业务恢复增长，收入有所提升：2025年度，公司紧抓市场机遇，持续深化业务布局与结构调整，在 智能物联业务领域，公司强化市场拓展与产品创新，收入逐步恢复增长；在智 ...

Group 1: AI Demand Surge - The demand for AI has led to significant revenue growth for several companies in the industry chain, with notable performances from companies like Demingli, which expects a revenue increase of 115.82% to 136.77% in 2025, reaching between 10.3 billion to 11.3 billion yuan [3] - Demingli also anticipates a net profit of 650 million to 800 million yuan in 2025, marking a year-on-year increase of 85.42% to 128.21%, with a remarkable quarterly net profit growth of over 1000% in Q4 2025 [3] - Tianfu Communication, a core supplier of optical modules, expects a net profit of 1.881 billion to 2.15 billion yuan in 2025, driven by the acceleration of AI development and global data center construction [3] Group 2: Consumer Electronics and Materials Recovery - The consumer electronics market is experiencing a recovery, positively impacting upstream materials and equipment companies, such as Jin'an Guoji, which forecasts a net profit of 280 million to 360 million yuan in 2025, reflecting a substantial increase of 655.53% to 871.40% [5] - The growth in Jin'an Guoji's performance is attributed to improved market conditions for copper-clad laminates and increased sales volume and prices [5] - Baiao Intelligent, a supplier of smart manufacturing equipment, expects a net profit of 90 million to 120 million yuan in 2025, representing a year-on-year increase of 228.34% to 337.79%, driven by rising demand in the consumer electronics and industrial markets [6] Group 3: Turnaround Stories - Defu Technology anticipates a net profit of 97 million to 125 million yuan in 2025, marking a turnaround from previous losses, attributed to significant demand recovery in the downstream market and an increase in high-value product shipments [6] - Qianfang Technology expects to achieve a net profit of 250 million to 320 million yuan in 2025, recovering from a loss of 1.193 billion yuan in the previous year, driven by market expansion and product innovation in the smart IoT sector [7] - Tongfei Co. forecasts a net profit of 240 million to 268 million yuan in 2025, with a growth rate of 56.43% to 74.68%, primarily due to the rapid growth of temperature control products in power electronic devices [7]

报告期内，主营业务恢复增长，收入有所提升。在智能物联业务领域，公司强化市场拓展与产品创新， 收入逐步恢复增长;在智慧交通业务领域多项目实现交付验收，收入增长。 智通财经APP讯，千方科技(002373.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利润 2.5亿元至3.2亿元，扭亏为盈;扣除非经常性损益后的净利润8000万元至1.15亿元。 ...

报告期内，主营业务恢复增长，收入有所提升。在智能物联业务领域，公司强化市场拓展与产品创新， 收入逐步恢复增长;在智慧交通业务领域多项目实现交付验收，收入增长。 千方科技（002373）(002373.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利润2.5亿 元至3.2亿元，扭亏为盈;扣除非经常性损益后的净利润8000万元至1.15亿元。 ...

报告期内，公司预计归属于上市公司股东的净利润实现扭亏为盈，主要受以下几方面因素综合影响：主 营业务恢复增长，收入有所提升：2025年度，公司紧抓市场机遇，持续深化业务布局与结构调整，在智 能物联业务领域，公司强化市场拓展与产品创新，收入逐步恢复增长；在智慧交通业务领域多项目实现 交付验收，收入增长。同时，公司持续推进精细化管理和运营效率提升，加强费用管控，从而带动了整 体盈利能力的提升。资产减值损失较上年同期大幅下降：上年同期，公司基于对相关资产组未来经营情 况的审慎评估，计提了较大金额的商誉减值准备。本报告期内，相关业务经营状况趋于稳定，未来现金 流预期改善，计提的商誉减值准备大幅下降。非经常性损益的影响：本报告期非经常性损益对净利润的 影响主要来源于公司持有的鸿泉物联（证券代码：688288）股票公允价值变动产生的收益及处置部分股 份产生的投资收益。该部分收益增加了公司报告期内的净利润，但属于非经常性损益项目。 格隆汇1月21日丨千方科技(002373.SZ)公布，预计2025年归属于上市公司股东的净利润25,000万元～ 32,000万元，同比扭亏为盈，扣除非经常性损益后的净利润8,000万元～11,5 ...

千方科技公告称，预计2025年1月1日至12月31日归属于上市公司股东的净利润为2.5亿元-3.2亿元，上年 同期亏损11.93亿元，同比增长120.96%-126.83%；扣非净利润为0.8亿元-1.15亿元，上年同期亏损11.02 亿元，同比增长107.26%-110.43%。基本每股收益为0.16元/股-0.20元/股，上年同期为-0.76元/股。业绩 扭亏为盈主要因主营业务恢复增长、资产减值损失下降、非经常性损益产生正面贡献。具体财务数据以 2025年年度报告为准。 ...

证券代码：002373 证券简称：千方科技 公告编号：2026-004 北京千方科技股份有限公司 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。 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财务部门初步测算结果，未经注册会计师预 审计。公司已就本次业绩预告有关事项与年审会计师事务所进行了预沟通，双 方在业绩预告方面不存在重大分歧。 三、业绩变动原因说明 报告期内，公司预计归属于上市公司股东的净利润实现扭亏为盈，主要受 以下几方面因素综合影响： 主营业务恢复增长，收入有所提升：2025 年度，公司紧抓市场机遇，持 续深化业务布局与结构调整，在智能物联业务领域，公司强化市场拓展与产品 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、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 | | | | | | 单位：万元 | | --- | --- | --- | --- | --- | --- | | 项 目 | | 本报告期 | | | 上 ...