Mergers and Acquisitions - CNOOC Services plans to convert its $746 million debt (approximately RMB 5.242 billion) owed by its wholly-owned subsidiary COSL Norwegian AS into equity investment, resulting in ownership stakes of 83.02% and 16.98% respectively [1] - Placo New Materials intends to acquire a 20% stake in Huizhou Placo New Sensation Technology Co., Ltd. for RMB 20 million, increasing its ownership from 80% to 100% [2] - Kailong High-Tech is planning a major asset restructuring to acquire control of Shenzhen Jinwangda Electromechanical Co., Ltd. through a combination of share issuance and cash payment, while also raising supporting funds [3] - Kangxin New Materials aims to acquire a 51% stake in Yubang Semiconductor for RMB 392 million through a combination of share transfer and capital increase, making it a subsidiary [4] Earnings Disclosure - Yonghui Supermarket expects a net loss of RMB 2.14 billion for 2025, compared to a loss of RMB 1.47 billion in the previous year, with a projected adjusted net loss of RMB 2.94 billion [5] - Longzi Co., Ltd. anticipates a net profit of RMB 900 million to RMB 1.05 billion for 2025, representing a year-on-year increase of 245.25% to 302.80% [6] - Hikvision reports a net profit of RMB 14.188 billion for 2025, reflecting an 18.46% year-on-year growth, with total revenue of RMB 92.518 billion, a slight increase of 0.02% [7] - Tonghuashun expects a net profit of RMB 2.735 billion to RMB 3.282 billion for 2025, indicating a growth of 50% to 80% year-on-year [8] Shareholding Changes - Aolian Electronics' shareholder Liu Junsheng plans to reduce his stake by up to 3%, with the reduction price not lower than the initial public offering price, for personal financial planning [9] - Bluefeng Biochemical's shareholder Hainan Wenqin intends to reduce his stake by up to 3%, equating to a maximum of 11.2678 million shares [10] - Zhixin Precision's shareholder Zhou Xin plans to reduce his stake by up to 3%, not exceeding 1.6 million shares, with a minimum price set at the issuance price [11] - Hoshine Silicon Industry's controlling shareholder Hoshine Group plans to reduce its stake by up to 3%, equating to a maximum of 35.4662 million shares, with the reduction price determined by market conditions [12] Risk Matters - ST Saiwei anticipates a negative net asset value by the end of 2025, which may lead to a risk warning for delisting after the annual report is disclosed [13]

资金面上，该股今日主力资金净流出2.71亿元，近5日资金净流出19.54亿元。最新（1月19日）两融余额 49.04亿元，其中，融资余额48.97亿元，环比前一交易日增长1.60%，近5日融资余额累计下降12.79%。 （数据宝） （文章来源：证券时报网） 同花顺（300033）1月20日发布2025年业绩预增公告，预计实现净利润为27.35亿元~32.82亿元，净利润 同比增长50.00%~80.00%。 证券时报·数据宝统计显示，同花顺今日收于357.86元，下跌1.95%，日换手率为3.14%，成交额为31.07 亿元，近5日下跌9.01%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布后当日股 价上涨的占比63.33%，股价发布当日股价涨停的有3家。预告发布后5日股价上涨的占比71.11%。 ...

Key Highlights - Daying Electronics reported current revenue from its unmanned robot business [1] - Hite Bio is planning to issue H-shares and list on the Hong Kong Stock Exchange [1] - Huangshan Tourism is investing approximately 133 million yuan in the upgrade of the Huangshan Tai Ping cableway electrical system [1] - Huatai Technology signed a daily operation contract worth 328 million yuan [1] - Tonghuashun expects a net profit growth of 50%-80% year-on-year for 2025 [1] - Kangxin New Materials plans to acquire 51% equity in Zibang Semiconductor for 392 million yuan [1] - Hengtong Co. intends to repurchase shares worth between 80 million to 100 million yuan [1] - Lanyu Co. shareholders Wang Yinghai and Yushuo Investment plan to reduce their holdings by up to 3% [1][2] - Jinma Amusement plans to raise no more than 1.05 billion yuan through a private placement [2] - Jincai Interconnection plans to raise no more than 570 million yuan through a private placement [2] Investment Projects - Kaizhong Precision plans to upgrade and expand its manufacturing base for new energy vehicle components in Heyuan [1] - Jiangtian Chemical intends to invest in a project with an annual production capacity of 60,000 tons of acrylic acid [1] - Nanjing Julong plans to establish a wholly-owned subsidiary to invest in a modified plastic production line project [1] Performance Forecasts - Batian Co. expects a net profit growth of 117.53% to 139.53% year-on-year for 2025 [1] - Tongfu Microelectronics anticipates a net profit of 1.1 billion to 1.35 billion yuan for 2025, representing a year-on-year growth of 62.34% to 99.24% [1] - Putailai expects a year-on-year increase in net profit of 93.18% to 101.58% for the 2025 fiscal year [1]

1．财政部副部长廖岷在国新办新闻发布会上表示，财政部门将继续实施更加积极的财政政策。概括起 来就是"总量增加、结构更优、效益更好、动能更强"。2026年财政赤字、债务总规模和支出总量将保持 必要水平，确保总体支出力度只增不减。 2.财政部副部长廖岷在国新办新闻发布会上表示，本次优化调整个人消费贷款贴息政策，将信用卡账单 分期业务纳入到了贴息范围，取消现有政策当中对一些消费领域的限制。新政策意味着只要是消费贷款 都可以享受贴息。 重要的消息有哪些 1月21日（周三）申购提示 新股方面，美德乐申购代码920119，发行价格41.88元/股 ，发行市盈率为14.99倍，单一账户申购上限为 72万股。 投资有风险，申购需谨慎。 4.财政部等部门发布关于延续实施养老、托育、家政等社区家庭服务业税费优惠政策的公告，为社区提 供养老、托育、家政等服务的机构，按照规定享受税费优惠政策。 3.财政部综合司司长李先忠在国新办新闻发布会上表示，近期财政部、税务总局发布公告，明确自2026 年4月1日起取消光伏等产品出口退税，并分两年取消电子产品出口退税。此次出口退税政策调整，有利 于促进资源高效利用，也有利于引导产业结构合理调整， ...

（编辑 袁冠琳） 证券日报网讯 1月20日，同花顺发布2025年度业绩预告称，公司预计2025年度归属于上市公司股东的净 利润盈利273，490.01万元–328，188.01万元，上年同期盈利182，326.67万元，比上年同期增长 50%-80%。 ...

Group 1 - Liou Co., Ltd. announced that its stock price fluctuations have been investigated, confirming normal operations and no undisclosed significant information [1] - Tongfu Microelectronics expects a net profit of 1.1 billion to 1.35 billion yuan for 2025, representing a year-on-year growth of 62.34% to 99.24% [17][18] Group 2 - Zhongtung High-tech reported an increase of 91,700 tons in tungsten metal resources, which will not directly impact its current operations or financial situation [2] - Aibo Medical plans to acquire at least 51% of Demai Medical to gain control, aiming to cultivate new profit growth points in the sports medicine sector [2] Group 3 - Zhaojin Gold confirmed normal operations and no undisclosed significant matters after its stock price experienced abnormal fluctuations [3] - Riying Electronics stated that it has no revenue from humanoid robot-related businesses and emphasized the need for rational investment decisions [4] Group 4 - Yifan Transmission intends to purchase 87.07% of Beijing Helishi Electric Technology Co., Ltd., which is expected to constitute a major asset restructuring [5] - China Merchants Industry plans to build four 3000TEU traditional fuel container ships with a total investment of no more than 1.324 billion yuan [6] Group 5 - Jiangtian Chemical plans to invest 49.8 million yuan in a project to produce 60,000 tons of acrylic acid annually [7] - *ST Xinyan has received approval to lift its delisting risk warning after completing its restructuring plan [7] Group 6 - Kangxin New Materials intends to acquire 51% of Wuxi Yubang Semiconductor for 392 million yuan, marking its expansion into the semiconductor field [8] - Guoshun Quantum signed a technology implementation license contract with the University of Science and Technology of China [8] Group 7 - Zhenyu Technology reported a significant increase in orders from the robotics sector for Q4 2025, although these orders represent a small portion of its overall revenue [9] - Yongxing Materials announced that its lithium extraction project has reached full production capacity [9] Group 8 - Nanjing Julong plans to invest 110 million yuan in a production line for modified plastics with an annual capacity of 60,000 tons [9] - Guodian Nanzi signed a strategic cooperation agreement with Huawei to establish an AI technology innovation center [10][11] Group 9 - He Sheng New Materials plans to sell idle factory assets for no less than 80 million yuan [13] - He Sheng New Materials expects a net profit increase of 55% to 75% for 2025, driven by improved supply chain management [14] Group 10 - Kangda New Materials forecasts a net profit of 125 million to 135 million yuan for 2025, marking a turnaround from a loss in the previous year [15] - Yanjing Beer anticipates a net profit increase of 50% to 65% for 2025, supported by its large product strategy [16] Group 11 - Jinfang Energy expects a net profit of 109 million to 143 million yuan for 2025, reflecting a year-on-year growth of 123.97% to 193.7% [19] - Yandong Microelectronics predicts a net loss of 340 million to 425 million yuan for 2025 due to market changes and increased R&D costs [20] Group 12 - Taishan Petroleum forecasts a net profit increase of 30.88% to 66.11% for 2025, benefiting from reduced expenses [21] - Huayuan Holdings expects a net profit increase of 50.98% to 66.82% for 2025, driven by lower raw material prices [22] Group 13 - Huajin Co. anticipates a net loss of 1.6 billion to 1.9 billion yuan for 2025, although the loss is expected to be less than the previous year [23] - Zhongyuan Neipei expects a net profit increase of 80.47% to 109.9% for 2025, supported by steady growth in core business [24] Group 14 - Dongfang Tower expects a net profit of 1.08 billion to 1.27 billion yuan for 2025, reflecting a year-on-year growth of 91.4% to 125.07% [34] - Dali Long anticipates a net profit increase of 51.88% to 86.27% for 2025, driven by market expansion and operational efficiency [35] Group 15 - Hikvision reported a net profit increase of 18.46% for 2025, with total revenue reaching 925.18 billion yuan [44] - Zhongfu Industrial expects a net profit increase of 120.27% to 141.59% for 2025, primarily due to lower costs in the electrolytic aluminum business [45]

Macro Dynamics - The Ministry of Natural Resources and the Ministry of Housing and Urban-Rural Development have issued a notice to further support urban renewal actions, allowing for a transitional policy period of up to 5 years for the development of state-supported industries on existing land and property resources [2] - Guangzhou is actively promoting legislation for the renewal of buildings on state-owned land, aiming to address core obstacles and implementation challenges in urban renewal, including improving top-level design and enhancing public welfare [5] Oil Price Adjustment - Domestic gasoline and diesel prices will increase by 85 yuan per ton starting January 20, marking the first price hike since 2026, with an average increase of 0.07 yuan per liter for 92 and 95 gasoline and 0 diesel [3] Financial Institutions - Guiyang Bank announced that its shareholder, Guiyang State-owned Assets, has pledged approximately 280 million shares, accounting for 7.65% of the bank's total share capital [9] - The Shaanxi Financial Regulatory Bureau has approved the dissolution of Anse Agricultural Bank, with all its business and assets to be inherited by the Agricultural Bank of China [10] - Northeast Securities expects a 69.06% year-on-year increase in net profit for 2025, driven by improved investment business returns and wealth management income [11] Market Data - The ChiNext Index fell by 1.79%, while the real estate and chemical sectors showed strength, with several stocks reaching their daily limit [12] - The total margin balance in the two markets decreased by 8.632 billion yuan as of January 19 [13] - The Hang Seng Index closed down 0.29%, with notable declines in technology stocks [14] Company Dynamics - Hikvision reported a 18.46% year-on-year increase in net profit for 2025, with total revenue reaching 92.518 billion yuan [16] - Yonghui Supermarket expects a net loss of 2.14 billion yuan for 2025 due to significant operational adjustments and asset impairments [18] - Longzi Co. anticipates a net profit increase of 245.25% to 302.8% for 2025, largely due to the disposal of certain stocks [19] - Gree Electric plans to mass-produce silicon carbide chips for automotive applications, aiming to supply half of the chips for GAC Group vehicles [20] - Tongfu Microelectronics expects a net profit increase of 62.34% to 99.24% for 2025, benefiting from structural growth in the semiconductor industry [24] - iFinD anticipates a net profit increase of 50% to 80% for 2025, driven by advancements in AI and increased market activity [25]

公告称，本年度，公司加大人工智能等领域的投入力度，推进产品与大模型技术融合创新，优化核心产 品竞争力与用户体验，公司各项业务取得了较快增长;同时，国内资本市场活跃度持续回升，投资者信 心修复，市场交投活跃度明显提升，投资者对金融信息服务需求增强;另外，由于同花顺网站与APP用 户活跃度提升，公司大力拓展生活、消费、科技类客户，同时证券、基金等金融客户需求有所增加，公 司广告及互联网推广服务收入相应增长。 智通财经APP讯，同花顺(300033.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 27.35亿元至32.82亿元，同比增长50%-80%;扣除非经常性损益后的净利润26.47亿元至31.77亿元，同比 增长50%-80%。 ...

每经AI快讯，1月20日，同花顺(300033.SZ)发布2025年度业绩预告，预计归属于上市公司股东的净利润 为27.35亿元~32.82亿元，比上年同期增长50%~80%。本年度，公司加大人工智能等领域的投入力度， 推进产品与大模型技术融合创新，优化核心产品竞争力与用户体验，公司各项业务取得了较快增长；同 时，国内资本市场活跃度持续回升，投资者信心修复，市场交投活跃度明显提升，投资者对金融信息服 务需求增强；另外，由于同花顺网站与APP用户活跃度提升，公司大力拓展生活、消费、科技类客户， 同时证券、基金等金融客户需求有所增加，公司广告及互联网推广服务收入相应增长。 ...

格隆汇1月20日｜同花顺(300033.SZ)发布2025年度业绩预告，预计归属于上市公司股东的净利润为27.35 亿元–32.82亿元，比上年同期增长50%-80%。本年度，公司加大人工智能等领域的投入力度，推进产品 与大模型技术融合创新，优化核心产品竞争力与用户体验，公司各项业务取得了较快增长；同时，国内 资本市场活跃度持续回升，投资者信心修复，市场交投活跃度明显提升，投资者对金融信息服务需求增 强；另外，由于同花顺网站与APP用户活跃度提升，公司大力拓展生活、消费、科技类客户，同时证 券、基金等金融客户需求有所增加，公司广告及互联网推广服务收入相应增长。 ...