Group 1 - The core point of the article is that Langke Technology (300042) has approximately 32,000 shareholders as of January 20, 2026 [1]

证券日报网讯 1月28日，朗科科技在互动平台回答投资者提问时表示，公司于2026年1月21日披露业绩 预告，预计2025年归属于上市公司股东的净利润为2100万元至3100万元，同比扭亏为盈。公司重视存储 行业历史性机遇，将持续聚焦存储主业，继续推进降本增效、优化销售策略等经营举措，不断提升盈利 能力，积极回报投资者。 （文章来源：证券日报） ...

2025年12月19日，公司全资子公司韶关乳源朗坤科技有限公司发布首款鲲鹏一体机服务器与昇腾一体机 服务器，积极参与产业生态建设与应用场景创新，注入业务发展新动能。目前此类业务未对公司经营业 绩产生重大影响，后续项目进展如达到披露标准，公司将严格按照相关法律法规及时履行信息披露义 务。 格隆汇1月28日丨朗科科技(300042.SZ)在投资者互动平台表示，公司积极响应国家 "东数西算" 战略及粤 港澳大湾区算力枢纽建设部署。当前，公司已形成"存储主业+算力延伸"的发展格局，在巩固存储产品 优势的基础上，向算力等领域拓宽延伸。目前朗科算力网站正常运营，公司将持续强化平台算力调度能 力，优化多元算力资源适配与部署。 ...

朗科科技回复：感谢您的关注。公司将积极把握国产发展机遇，持续优化业务布局，拓展多元渠道。公 司于2026年1月21日披露了业绩预告，预计2025年归属于上市公司股东的净利润为2100万元至3100万 元，同比扭亏为盈。公司重视存储行业历史性机遇，将持续聚焦存储主业，继续推进降本增效、优化销 售策略等经营举措，不断提升盈利能力，积极回报投资者。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，朗科科技(300042)01月28日在投资者关系平台上答复投资者关心的问题。 投资者提问：公司产品属于部分自主可控，也算是国产替代的好苗子，但是不是因为国产的问题导致公 司营收和利润都比较低，相较于其他存储组装厂和存储经销商，公司完全处于行业下游。公司属于国 企，更应该担当起国产替代的使命，在行业处于发展最好的时刻，公司更应该抢占先机，扭亏为盈。公 司在这波存储红利中完全落后，公司应该深刻反省，积极做好市值管理，条件允许的话发业绩预告，希 望公司在这波浪潮中扭转颓势！ ...

Market Overview - The computer equipment sector experienced a decline of 1.04% on January 27, with the leading stock, Chunzhong Technology, falling significantly [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - Notable gainers in the computer equipment sector included: - Zhiwei Intelligent (001339) with a closing price of 57.14, up 5.00% and a trading volume of 105,000 shares, totaling 585 million yuan [1] - Tongwei Co. (002835) closed at 17.84, up 4.39% with a trading volume of 124,600 shares, totaling 219 million yuan [1] - Aerospace Intelligent Equipment (300455) closed at 29.09, up 3.86% with a trading volume of 339,900 shares, totaling 957 million yuan [1] - Conversely, significant decliners included: - Chunzhong Technology (603516) closed at 179.64, down 10.00% with a trading volume of 12,700 shares, totaling 228 million yuan [2] - Jinyi Technology (002869) closed at 24.12, down 7.48% with a trading volume of 132,800 shares, totaling 321 million yuan [2] - ST Yingfeit (002528) closed at 2.56, down 4.83% with a trading volume of 37,100 shares, totaling 950,090 yuan [2] Capital Flow - The computer equipment sector saw a net outflow of 2.1 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.513 billion yuan [2] - The capital flow for specific stocks indicated: - Langke Technology (300042) had a net inflow of 67.65 million yuan from institutional investors, but a net outflow of 47.16 million yuan from retail investors [3] - Zhiwei Intelligent (001339) experienced a net inflow of 47.59 million yuan from institutional investors, with retail investors also showing a net outflow of 27.14 million yuan [3] - Aerospace Intelligent Equipment (300455) had a net inflow of 29.92 million yuan from institutional investors, while retail investors showed a net outflow of 2.91 million yuan [3]

Core Viewpoint - The A-share market opened positively with all three major indices rising, indicating a bullish sentiment among investors [1] Market Performance - The Shanghai Composite Index opened up by 0.22%, reaching 4126.07 points [1] - The Shenzhen Component Index increased by 0.41% [1] - The ChiNext Index rose by 0.52% [1] Sector Performance - Storage chip stocks continued their upward trend, with Yingfang Micro reaching the daily limit, and both Shengke Nano and Langke Technology rising over 10% [1] - Major companies in the storage sector, including Micron, SanDisk, and Western Digital, achieved new highs overnight [1] - Gold and silver prices have retreated from historical highs, leading to a collective adjustment in the gold and non-ferrous metal sectors [1]

Group 1 - The A-share market saw a strong performance in storage chip concept stocks, with notable gains from companies such as Yingfangwei and Yiyaton, both reaching the daily limit up, and Guanghe Technology rising by 7% [1] - Major US storage companies, including Micron Technology, Western Digital, Seagate Technology, and SanDisk, reached historical highs in the overnight market [1] - Major storage manufacturers, including Winbond and Nanya Technology, have signed long-term supply agreements (LTA) that typically lock in volume without locking in prices, extending the duration from one year to at least two years, with some clients discussing frameworks for cooperation extending close to 2030 [1] Group 2 - Yingfangwei (000670) increased by 10.05% with a total market value of 8.692 billion and a year-to-date increase of 39.43% [2] - Yiyaton (002183) rose by 10.02% with a total market value of 14.5 billion and a year-to-date increase of 17.65% [2] - Guanghe Technology (001389) saw a rise of 7.09% with a total market value of 43.5 billion and a year-to-date increase of 25.30% [2] - Other notable companies include Lankai Technology (688008) with a 6.86% increase and a market value of 196 billion, and Zhongjing Electronics (002579) with a 6.13% increase and a market value of 7.952 billion [2] - The overall trend indicates a positive outlook for the storage chip sector, with expectations of price increases for storage products in the first and second quarters of 2026 as stated by Baiwei Storage [1]

Core Viewpoint - The storage chip sector continues its upward trend, driven by a surge in demand due to the artificial intelligence boom and supply shortages, indicating a new "super cycle" in the global storage market [1]. Group 1: Market Performance - Yingfang Micro has reached its daily limit increase, while Shengke Nano and Langke Technology have risen over 10% [1]. - Other companies such as Lanke Technology, Purun Co., and Huatian Technology also experienced gains [1]. Group 2: Industry Trends - The U.S. stock market for storage has seen a significant rally, with major manufacturers' stock prices hitting historical highs [1]. - The demand for storage chips is experiencing a dramatic increase, attributed to the ongoing artificial intelligence trend [1].

Group 1 - The core viewpoint of the article is that Langke Technology expects to achieve a net profit of 21 million to 31 million yuan for the year 2025, marking a turnaround from losses to profits [1] - The primary reason for the performance change is the increasing demand for storage products in the global AI server market, which has led to a supply-demand imbalance in storage chips [1] - Starting from the second quarter of 2025, storage product prices are expected to rise significantly, contributing to improved sales revenue and gross margins for the company [1] Group 2 - The company has made appropriate inventory preparations in response to market conditions, which will support its operational performance as storage prices increase [1]

格隆汇1月21日丨朗科科技(300042.SZ)公布，预计2025年归属于上市公司股东的净利润2,100万元–3100 万元，同比扭亏为盈，扣除非经常性损益后的净利润2,300万元–3,400万元，同比扭亏为盈。 随着全球AI服务器市场对存储产品的需求增加，存储芯片原厂产能供应向高性能服务器存储产品倾 斜，导致存储供需关系失衡，从2025年第二季度开始，存储产品价格大幅上涨，公司根据市场行情适时 做了相应库存准备，随着存储价格上涨，公司销售收入和毛利率逐步增加，经营业绩逐步改善。 ...