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]

Core Viewpoint - The company Tonghuashun (300033.SZ) has announced its earnings forecast for 2025, projecting a net profit attributable to shareholders of between 2.735 billion to 3.282 billion yuan, representing a year-on-year growth of 50% to 80% [1] Group 1: Financial Performance - The net profit after deducting non-recurring gains and losses is expected to be between 2.647 billion to 3.177 billion yuan, also reflecting a year-on-year growth of 50% to 80% [1] Group 2: Business Strategy and Market Conditions - The company is increasing its investment in artificial intelligence and other fields, promoting the integration of products with large model technology to enhance core product competitiveness and user experience [1] - The domestic capital market is experiencing a recovery in activity, with improved investor confidence leading to increased market trading volume and heightened demand for financial information services [1] - The rise in user activity on the company's website and app has facilitated the expansion into lifestyle, consumption, and technology clients, alongside increased demand from financial clients such as securities and funds, resulting in growth in advertising and internet promotion service revenue [1]

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。 ...

证券代码： 300033 证券简称：同花顺 公告编号：2026-001 浙江核新同花顺网络信息股份有限公司 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—2025 年 12 月 31 日 本业绩预告是公司财务部门初步测算的结果，未经审计机构审计。2025 年 度业绩的具体数据将在本公司 2025 年年度报告中详细披露。 （二）业绩预告情况 | 项目 | 本报告期 | | 上年同期 | | --- | --- | --- | --- | | 归属于上市公司股东的 | 盈利：273,490.01 | 万元–328,188.01 万元 | 盈利：182,326.67 万元 | | 净利润 | 比上年同期增长：50%-80% | | | | 扣除非经常性损益后的 | 盈利：264,734.45 | 万元–317,681.33 万元 | 盈利：176,489.63 万元 | | 净利润 | 比上年同期增长：50%-80% | | | 二、与会计师事务所沟通情况 公司已就业绩预 ...

Group 1 - The "Common Voice · Value Discovery" capital market high-quality innovation development exchange conference was held in Hangzhou, attracting over 400 executives and representatives from financial institutions to discuss key topics such as economic outlook, AI empowerment, and corporate globalization [1] - The event aimed to create a new blueprint for high-quality development during the 14th Five-Year Plan, injecting new momentum into the financial ecosystem and national capital market development [1] Group 2 - Huang Yanming, Director of the Research Institute at Dongfang Securities, analyzed the critical impact of technology on macroeconomic and policy cycles, highlighting the resilience and structural opportunities within the Chinese economy for market positioning in 2026 [2] - The iFinD product leader, Zhou Chunlai, presented on the application of AI agents in the capital market, showcasing how multi-agent collaboration can significantly reduce report generation time from days to minutes, thus enhancing decision-making processes [2] Group 3 - Alibaba Cloud's Director of New Financial Solutions, Huo Juntao, demonstrated AI innovations in the financial sector, emphasizing flagship models like Qwen3-Max that empower various financial business scenarios and enhance decision quality [3] - Yuan Jianfeng, General Manager of Ping An Futures, discussed the dual pathways of risk management and value creation through futures tools, noting that companies engaging in hedging experience lower stock price volatility compared to industry averages [3] Group 4 - A roundtable forum discussed the new chapter of Chinese enterprises going global, with experts from various financial institutions emphasizing the shift from cost advantages to green and innovative drivers, particularly in the context of the explosive growth of electric vehicle exports [4] - Consensus among experts indicated that Chinese globalization has entered a new phase characterized by systematic capabilities, high technology, and high value-added outputs, with increasing global influence [4] Group 5 - Highwin Holdings' Chairman, Wu Chao, engaged in discussions on AI and quantitative trading, highlighting the importance of collaboration in these areas [5] - The conference served as a high-end platform for deep dialogue between industry and finance, aiming to inject robust momentum into the high-quality innovative development of the capital market [5]

Core Insights - The "Common Voice · Value Discovery" capital market high-quality innovation development exchange conference and the Tonghuashun 2025 annual awards ceremony were held in Hangzhou, attracting over 400 executives and representatives from financial institutions to discuss key topics such as economic outlook, AI empowerment, and corporate globalization [1][3] Group 1: Event Overview - The event served as a platform for dialogue between capital and industry, with Tonghuashun's Vice General Manager emphasizing the company's commitment to building a high-quality communication platform for the healthy development of the capital market [3] - The annual capital market awards recognized outstanding practices in corporate governance and investor relations, with categories including "Most Popular Secretary" and "Most Popular Listed Company" [5] Group 2: Financial Institutions Awards - Over 600 awards were presented to financial institutions, relying on iFinD's extensive data and expert opinions to ensure objectivity [6] - More than 25% of the awards focused on technology finance and green finance, aligning with national strategic directions [6] Group 3: Economic Insights and AI Empowerment - Experts provided insights into the economic landscape for 2026, highlighting the resilience of the Chinese economy and structural opportunities in technology and manufacturing [8] - AI is reshaping financial decision-making processes, with advancements in AI models significantly reducing report generation time from days to minutes [10] Group 4: Corporate Globalization - A roundtable forum discussed the new phase of corporate globalization, emphasizing the shift from cost advantages to green and innovative drivers, with a focus on regions like Southeast Asia and the Middle East [12][15] - Experts noted that Chinese enterprises are entering a new stage characterized by systematic capabilities and high-value outputs, enhancing their global influence [15] Group 5: AI and Quantitative Trading - Discussions on AI and quantitative trading highlighted the need for companies to innovate across strategic planning, capital operations, and investor relations to adapt to new market dynamics [16] - The conference successfully established a high-end platform for deep dialogue between industry and finance, aiming to inject vitality into the high-quality innovative development of the capital market [16]

具身智能热潮向国内金融科技平台领域扩散。 1月19日，澎湃科技（www.thepaper.cn）注意到，国内互联网投资交易平台"同花顺"日前在其社交媒体 平台上的官方账号上发布"具身智能X机器人团队扩招"信息。 "同花顺"日前在其社交媒体平台上的官方账号上发布"具身智能X机器人团队扩招"信息。 在这则招聘信息中，同花顺表示其机器人团队聚焦"AIGC-机器人面向具身智能项目实践"，面向应届与 社招同步开放机器人机械工程师、硬件/嵌入式工程师、视觉算法工程师、运动控制/强化学习算法工程 师等岗位，实习薪资区间为10-12K/月，社招不设限制，工作地点在杭州。 其岗位描述提及从"0到1参与机器人研发→落地全流程"，并承诺"拿丰富算力+真机资源"，"把脑洞秒变 现实"。研发内容覆盖机器人机械本体、嵌入式软硬件、自主语义导航、视觉－语言－动作（VLA）能 力、具身智能算法等多个方向，硬件形态包括四足、双足与轮足等多款机器人。 同花顺称，他们做具身智能机器人的目标是让机器人"看得懂世界、稳如老狗、动得快、站得稳、扛得 住"。 针对有网友在评论区提出"炒股平台为什么要做机器人？"的问题，同花顺招聘团队在评论区留言中表 示" ...

Core Insights - The monthly active users (MAU) of securities apps reached a record high of 175 million in December 2025, marking a 1.75% month-over-month increase and a 2.26% year-over-year increase, indicating a strong recovery in user engagement within the year [1][2]. User Engagement Trends - The year 2025 saw a fluctuating trend in MAU for securities apps, starting at approximately 161.84 million in January, peaking in December. The lowest point was in May, after which a recovery began, with notable rebounds in November and December [1][2]. - The monthly active user numbers for the months leading up to December were as follows: - January: 161.84 million - March: 171.73 million - May: 160.31 million (lowest point) - November: 172.30 million - December: 175.31 million [2]. Competitive Landscape - In December, third-party securities apps dominated the market, with Tonghuashun leading at 36.70 million MAU, followed by Dongfang Caifu at 18.22 million and Dazhihui at 12.97 million. Among brokerage apps, Huatai's Zhangle Wealth and Guotai Junan's Junhong surpassed 10 million MAU [2][3]. - The number of brokerage apps with an average monthly active user count exceeding 6 million increased to 14 in 2025, reflecting a growing concentration in the market [4]. AI Integration in Services - The application of AI technology in the securities industry has accelerated, with various brokerages launching intelligent tools across three core areas: intelligent research, trading, and advisory services. This aims to enhance user experience and service efficiency [6]. - Notable advancements include: - Upgrades in intelligent trading systems by Galaxy Securities, which automate price negotiations and order generation [6]. - The launch of AI advisory platforms by multiple brokerages, integrating comprehensive financial data to improve user decision-making [6]. Average Monthly Active Users - The average monthly active users for the top securities apps in 2025 were as follows: - Tonghuashun: 35.50 million - Dongfang Caifu: 17.43 million - Dazhihui: 12.10 million - Zhangle Wealth: 11.44 million - Guotai Junan Junhong: 9.88 million [5].