Group 1: Stock Performance - The stock price of Guomin Technology has shown volatility in recent days, with a peak closing price of 22.06 yuan on February 9, 2026, and a subsequent decline to 21.70 yuan by February 13, 2026, reflecting a 1.41% drop [2] - The stock has experienced a net outflow of 11.01 million yuan in principal funds, indicating a trend of continuous net outflow [2] - Technical indicators suggest that the stock is currently in a consolidation phase, with a 20-day Bollinger Band resistance level at 24.66 yuan and a support level at 20.58 yuan [2] Group 2: Financial Performance - Guomin Technology's 2025 annual performance forecast indicates a net loss attributable to shareholders ranging from 98 million yuan to 120 million yuan, a significant reduction from a loss of 235 million yuan in 2024 [3] - The improvement in performance is attributed to increased sales of key integrated circuit components, higher gross margins in the anode materials business, and a decrease in asset impairment losses, along with non-recurring gains such as government subsidies [3] - Despite still being in a loss position, the company has achieved year-on-year growth in revenue and gross profit, indicating initial success in business restructuring [3] Group 3: Industry Developments - Recent industry policy developments may indirectly impact the semiconductor sector, with Shenzhen's release of the "AI + Advanced Manufacturing Action Plan (2026-2027)" aiming to strengthen the semiconductor industry through AI chip advancements [4] - The acceleration of all-solid-state battery industrialization may provide long-term demand support for Guomin Technology's anode materials business, although the actual order fulfillment needs to be monitored [4]

证券代码：300077 证券简称：国民技术 公告编号：2025-006 一、担保情况概述 国民技术股份有限公司 关于为控股子公司提供担保的进展公告 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。 特别风险提示 本次担保生效后，国民技术股份有限公司（以下简称"公司"、"国民技术"） 及控股子公司提供担保总额超过公司最近一期经审计净资产100%，公司为资产 负债率超过70%的单位担保金额超过公司最近一期经审计净资产50%，前述担保 均为公司对合并报表范围内子公司的担保及合并报表范围内子公司之间提供的 担保，敬请投资者充分关注担保风险。 公司分别于2025年4月16日召开第六届董事会第六次会议、于2025年5月7日 召开公司2024年度股东大会，审议通过了《关于2025年为子公司提供担保额度预 计的议案》，同意为控股子公司内蒙古斯诺新材料科技有限公司（以下简称"内 蒙古斯诺"）融资提供新增不超过人民币32,000万元的连带责任担保额度。担保 额度有效期至2025年度股东大会召开之日，担保额度范围内可以循环滚动使用。 具体内容详见公司于2025年4月17日及2025年 ...

Group 1 - Zhongke Shuguang, based in Beijing, is a leading enterprise in high-performance computing, cloud computing, and big data, with a comprehensive self-developed technology system in computing infrastructure [1][29] - The company collaborates with top research institutions to develop quantum computing supporting technologies and has launched dedicated computing infrastructure for quantum computing [1][29] - Future prospects include becoming a core service provider for quantum computing industrialization, leveraging national computing network construction and quantum technology policies [1][29] Group 2 - iFlytek, located in Hefei, is a leader in intelligent voice and AI, focusing on the integration of quantum computing and AI applications [2][30] - The company aims to optimize AI model training efficiency using quantum computing's parallel processing advantages and explores quantum algorithms in various fields [2][30] - Future developments may lead to differentiated advantages in quantum intelligent interaction and optimization algorithms [2][30] Group 3 - Hengtong Optic-Electric, based in Suzhou, is a global leader in optical communication and energy interconnection, with a significant market share in quantum communication [3][31] - The company has developed quantum key distribution (QKD) equipment and has a market share of over 40% in quantum optical cables [3][31] - Future strategies include enhancing core devices and exploring the integration of quantum communication with marine communication [3][31] Group 4 - Aerospace Electronics, located in Beijing, is a core enterprise in aerospace electronic information, focusing on quantum sensing and navigation technologies [4][32] - The company develops high-precision aerospace sensors based on quantum effects and supports the construction of space-based quantum communication networks [4][32] - Future advancements may position the company as a key supplier in aerospace quantum technology applications [4][32] Group 5 - Zhongtian Technology, based in Nantong, specializes in optical cables and renewable energy, focusing on the infrastructure for quantum key distribution networks [5][34] - The company collaborates with other quantum technology firms to provide supporting equipment for quantum communication systems [5][34] - Future efforts may include the development of specialized optical devices and solutions for quantum communication [5][34] Group 6 - Huagong Technology, located in Wuhan, is a leader in laser processing and optoelectronic devices, focusing on core optical devices needed for quantum communication [6][35] - The company aims to become a key supplier of quantum communication components and explore quantum sensing technology applications [6][35] - Future developments may enhance the company's position in the quantum communication market [6][35] Group 7 - China West Electric, based in Xi'an, focuses on quantum sensing technology applications in power systems, developing high-precision monitoring sensors [7][36] - The company aims to enhance the stability and intelligence of power systems through quantum sensing technology [7][36] - Future strategies may solidify the company's core advantages in quantum monitoring and precision measurement [7][36] Group 8 - AVIC Optoelectronics, located in Luoyang, specializes in high-precision connectors and optoelectronic components for quantum communication and computing [8][37] - The company aims to support the miniaturization and integration of quantum devices through its advanced manufacturing capabilities [8][37] - Future developments may expand the company's role in the quantum technology supply chain [8][37] Group 9 - Southern Power Grid Digital, based in Guangzhou, focuses on digital power grid solutions and quantum key distribution technology in power systems [9][38] - The company aims to establish a quantum security protection system for critical power infrastructure [9][38] - Future initiatives may position the company as a benchmark in quantum security applications within the power industry [9][38] Group 10 - China Great Wall, located in Beijing, is a leader in self-controlled computing and information security, focusing on post-quantum cryptography [10][39] - The company develops solutions to ensure information system security in the quantum computing era [10][39] - Future advancements may enhance the company's offerings in quantum security solutions [10][39] Group 11 - Kehua Data, based in Xiamen, specializes in data center infrastructure and energy management, providing power solutions for quantum computing facilities [11][41] - The company aims to become a core supplier for quantum computing infrastructure as the industry grows [11][41] - Future developments may optimize energy solutions for quantum computing centers [11][41] Group 12 - State Grid Information Communication, located in Beijing, focuses on digital power and information communication, exploring quantum key distribution in power networks [12][42] - The company aims to enhance the security of power communication networks through quantum technology [12][42] - Future strategies may solidify the company's role in promoting quantum communication applications in the power sector [12][42] Group 13 - Tiantong Co., based in Haining, specializes in magnetic materials and sapphire crystals, focusing on high-performance sapphire substrates for quantum computing [13][43] - The company aims to become a key supplier of materials essential for quantum chip manufacturing [13][43] - Future developments may expand the application of quantum materials in various quantum devices [13][43] Group 14 - Shenzhou Information, a leader in financial technology, focuses on quantum key distribution in the financial sector [14][44] - The company aims to build a quantum security financial service system to protect financial data [14][44] - Future initiatives may enhance the integration of quantum technology in financial services [14][44] Group 15 - Qiming Star, located in Beijing, is a leader in network security, focusing on the development of post-quantum cryptography technologies [15][45] - The company aims to provide comprehensive network security solutions to protect against quantum computing threats [15][45] - Future advancements may position the company as a core service provider in post-quantum security [15][45] Group 16 - Electric Science Network Security, based in Chengdu, focuses on quantum security technologies, including quantum key distribution and post-quantum cryptography [16][47] - The company aims to become a key player in quantum security for critical information infrastructure [16][47] - Future developments may enhance the company's capabilities in quantum security solutions [16][47] Group 17 - Keda Guokai, located in Hefei, focuses on the intersection of quantum computing and big data, developing algorithms for quantum data processing [17][48] - The company aims to accelerate the industrialization of quantum computing technologies [17][48] - Future initiatives may open new growth opportunities in the intelligent software industry [17][48] Group 18 - Guangdong Measurement, based in Guangzhou, specializes in calibration and testing services for quantum technology products [18][49] - The company aims to ensure the measurement accuracy and stability of quantum devices [18][49] - Future developments may position the company as a core calibration service provider in the quantum technology sector [18][49] Group 19 - Dongxin Peace, located in Zhuhai, focuses on quantum key distribution technology for IoT security applications [19][50] - The company aims to enhance the security of IoT devices and data transmission through quantum technology [19][50] - Future initiatives may solidify the company's position in the quantum security market for IoT [19][50] Group 20 - Hengbao Co., based in Zhenjiang, specializes in smart cards and financial technology, focusing on quantum security in financial transactions [20][51] - The company aims to develop quantum secure payment systems to protect financial data [20][51] - Future developments may enhance the company's offerings in quantum security applications within the financial sector [20][51] Group 21 - Datang Telecom, located in Beijing, focuses on integrated circuit design and quantum communication chip development [21][52] - The company aims to support the miniaturization and integration of quantum devices through specialized chips [21][52] - Future advancements may position the company as a key supplier in the quantum chip market [21][52] Group 22 - Guomin Technology, based in Shenzhen, focuses on post-quantum cryptography for security chips in various industries [22][54] - The company aims to ensure the security of devices and data in the quantum computing era [22][54] - Future developments may enhance the company's capabilities in the quantum security chip market [22][54]

证券代码：300077 证券简称：国民技术 公告编号：2025-005 国民技术股份有限公司 关于为控股子公司提供担保的进展公告 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。 特别风险提示 本次担保生效后，国民技术股份有限公司（以下简称"公司"、"国民技术"） 及控股子公司提供担保总额超过公司最近一期经审计净资产100%，公司为资产 负债率超过70%的单位担保金额超过公司最近一期经审计净资产50%，前述担保 均为公司对合并报表范围内子公司的担保及合并报表范围内子公司之间提供的 担保，敬请投资者充分关注担保风险。 一、担保情况概述 公司分别于2025年4月16日召开第六届董事会第六次会议、于2025年5月7日 召开公司2024年度股东大会，审议通过了《关于2025年为子公司提供担保额度预 计的议案》，同意为控股子公司内蒙古斯诺新材料科技有限公司（以下简称"内 蒙古斯诺"）融资提供新增不超过人民币32,000万元的连带责任担保额度。担保 额度有效期至2025年度股东大会召开之日，担保额度范围内可以循环滚动使用。 具体内容详见公司于2025年4月17日及2025年 ...

Group 1 - As of January 27, the A-share margin balance is 27,233.91 billion yuan, a decrease of 20.5 billion yuan from the previous trading day, accounting for 2.61% of the A-share circulating market value [1] - The margin trading volume on the same day was 2,794.96 billion yuan, down by 319.11 billion yuan from the previous trading day, representing 9.56% of the A-share transaction volume [1] - Among the 31 primary industries in Shenwan, 17 industries experienced net financing inflows, with the communication industry leading at a net inflow of 1.11 billion yuan [1] Group 2 - A total of 41 stocks had net financing inflows exceeding 100 million yuan, with Tianfu Communication leading at a net inflow of 756 million yuan [1] - Other stocks with significant net financing inflows include Mingyang Smart Energy, Zijin Mining, New Yisheng, SMIC, Guomao Technology, China Railway, Cambricon, Shengda Resources, and Yuguang Gold Lead [1][2] - Recently, Amazon Web Services announced a price increase of approximately 15% for its EC2 machine learning capacity blocks used for large model training, indicating sustained high demand for AI computing power [2]

Core Viewpoint - The company, Guomin Technology, anticipates a net profit loss attributable to shareholders ranging from 98 million to 120 million yuan for the year 2025, compared to a loss of 235.34 million yuan in the previous year [1] Financial Performance - The company's operating revenue and gross profit are expected to increase compared to the same period last year [1] - The sales revenue from the negative electrode materials business has significantly increased year-on-year [1] - Asset impairment losses are projected to decrease by approximately 52 million yuan compared to the previous year [1]

Core Viewpoint - The company, Guomin Technology (300077.SZ), expects a loss of 98 million to 120 million yuan in 2025, with a non-recurring loss projected between 120 million to 140 million yuan [1] Group 1: Financial Performance - The company has seen growth in sales volume, revenue, and gross profit for integrated circuits and key components compared to the same period last year [1] - The sales revenue of the negative electrode materials business has significantly increased year-on-year, driven by higher sales prices and improved production efficiency [1] - The company anticipates non-recurring gains of approximately 23 million yuan, primarily from government subsidies [1] Group 2: Strategic Initiatives - The company is focusing on maintaining strong relationships with existing customers while actively exploring new clients and product markets [1] - Research and development investments remain high, with an emphasis on core markets and applications to enhance product offerings and core competitiveness [1] - The company has optimized product formulations and improved processes to reduce production costs [1] Group 3: Other Financial Adjustments - The company recorded a one-time expense of 58.6552 million yuan due to the termination of an equity incentive plan by its subsidiary, Inner Mongolia Snow [1] - Asset impairment losses have decreased by approximately 52 million yuan compared to the previous year, mainly due to reduced inventory write-downs and development expenditure impairments [1]

Core Viewpoint - The company expects a net profit loss attributable to shareholders of 98 million to 120 million yuan for the fiscal year 2025, compared to a loss of 235.34 million yuan in the same period last year [1] Financial Performance - The projected loss for 2025 is significantly lower than the previous year's loss, indicating a potential improvement in financial performance [1] - The data provided in the earnings forecast is based on preliminary calculations by the company's finance department and has not yet been audited by an accounting firm [1] Communication with Auditors - The company has communicated with its accounting firm regarding the earnings forecast, and there are no discrepancies between the company and the auditors on this matter [1]

Core Viewpoint - The company Guomin Technology (300077.SZ) has disclosed its annual performance forecast for 2025, indicating a projected net loss attributable to shareholders of between 98 million to 120 million yuan, with a net loss excluding non-recurring gains and losses expected to be between 120 million to 140 million yuan [1] Financial Performance - The expected net loss for 2025 is projected to be between 98 million to 120 million yuan [1] - The net loss after excluding non-recurring gains and losses is anticipated to be between 120 million to 140 million yuan [1]

Group 1 - The company Guomin Technology (300077.SZ) has disclosed its annual performance forecast for 2025, expecting a net loss attributable to shareholders of between 98 million and 120 million yuan [1] - The net loss after deducting non-recurring gains and losses is anticipated to be between 120 million and 140 million yuan [1]