每经AI快讯，1月27日，国民技术（300077）(300077.SZ)公告称，预计2025年归属于上市公司股东的净 利润为亏损9800万元至1.20亿元。集成电路关键元器件及负极材料业务收入与毛利同比增长；上年同期 子公司终止股权激励一次性确认股份支付费用5865.52万元；资产减值损失同比减少约5200万元。 ...

Core Viewpoint - The company anticipates a net loss of 98 million to 120 million yuan for the year 2025, with a projected net loss excluding non-recurring gains and losses ranging from 120 million to 140 million yuan, indicating a significant improvement compared to the previous year despite the ongoing losses [1] Group 1: Performance Factors - The company has maintained stable cooperation with existing integrated circuit and key component customers while actively adjusting its product and customer structure, leading to an increase in sales volume, revenue, and gross profit of key integrated circuit components compared to the same period last year [1] - The company has achieved a substantial year-on-year increase in sales revenue and gross profit margin for its anode materials business, driven by growth in sales volume and prices, as well as continuous optimization of product formulas and improvements in production efficiency [1] - The company recorded a one-time expense of 58.6552 million yuan related to the termination of an equity incentive plan by its subsidiary Inner Mongolia Snow, which impacted the previous year's performance [1] Group 2: Financial Adjustments - The company expects a reduction in asset impairment losses of approximately 52 million yuan compared to the previous year, primarily due to decreased inventory write-downs and development expenditure impairments [1] - The estimated amount of non-recurring gains and losses for the reporting period is around 23 million yuan, mainly from government subsidies [1]

国民技术公告，预计2025年归属于上市公司股东的净利润为亏损9800万元至1.20亿元，上年同期亏损 23534.24万元。业绩变动主要原因：集成电路关键元器件及负极材料业务收入与毛利同比增长；上年同 期子公司终止股权激励一次性确认股份支付费用5865.52万元；资产减值损失同比减少约5200万元；预 计本报告期非经常性损益金额约为2300万元，主要是取得政府补助。 （文章来源：第一财经） ...

格隆汇1月27日｜国民技术(300077.SZ)公告称，预计2025年归属于上市公司股东的净利润为亏损9800万 元至1.20亿元，上年同期亏损23534.24万元。业绩变动主要原因：集成电路关键元器件及负极材料业务 收入与毛利同比增长；上年同期子公司终止股权激励一次性确认股份支付费用5865.52万元；资产减值 损失同比减少约5200万元；非经常性损益约2300万元。 ...

国民技术公告，预计2025年度净利润亏损9800万元-1.2亿元。本报告期公司业绩变动主要受以下因素综 合影响：公司在保持与现有集成电路和关键元器件客户稳固合作的同时，努力调整产品结构与客户结 构、积极开拓新客户与新产品市场，公司集成电路关键元器件的销售数量、营业收入和毛利均较上年同 期增长。与此同时，公司研发投入仍保持在较高水平。 ...

证券代码：300077 证券简称：国民技术 公告编号：2026-004 国民技术股份有限公司 2025 年年度业绩预告 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 （二）业绩预告情况： 1、业绩预告的适用情形：预计净利润为负值 2、业绩预告情况表： | | 单位：万元 | | | | | --- | --- | --- | --- | --- | | 项 目 | 本报告期 上年同期 | | | | | | 年 月 月 日） （2024年1月1日-12月31日） 1 | （2025 1 | 日-12 | 31 | | 归属于上市公司 股东的净利润 | 亏损：9,800.00-12,000.00 亏损：23,534.24 | | | | | 扣除非经常性损 益后的净利润 | 亏损：12,000.00-14,000.00 亏损：19,584.24 | | | | 二、与会计师事务所沟通情况 三、业绩变动原因说明 本报告期公司业绩变动主要受以下因素综合影响： 1、公司在保持与现有 ...

Market Overview - The Shanghai Composite Index experienced slight fluctuations, closing up 0.18% at 4139.9 points, while the Shenzhen Component Index rose 0.09% and the ChiNext Index increased by 0.71% [1] - The total trading volume in the A-share market decreased to approximately 2.92 trillion yuan, down nearly 360 billion yuan from the previous day [1] - The Hong Kong stock market saw a strong rise, with the Hang Seng Index gaining over 1% [1] Semiconductor Sector - The semiconductor sector saw significant gains, with stocks like Shengke Communication and Dongxin Co. both hitting a 20% limit up, reaching new highs [4] - Other notable performers included Puran Co. with a nearly 15% increase and several companies like Guomin Technology and Jingfeng Mingyuan rising over 10% [4][5] - The semiconductor industry is experiencing a price increase trend, with companies like MediaTek announcing price adjustments and demand for AI-related products driving growth [6][7] CPO Concept - The CPO (Chip-on-Board) concept showed active trading, with stocks like Yuanjie Technology rising over 11% and reaching a historical high [9] - Other companies in this sector, such as Zhongci Electronics and Kecuan Technology, also saw significant gains [9][10] Gold Stocks - Gold-related stocks continued to perform strongly, with Silver and Nonferrous Metals hitting a limit up and achieving six consecutive gains [13] - Companies like Sichuan Gold and China Gold have also seen three consecutive days of limit up, with Zhaojin Gold rising over 60% in the past week [13][15] - Silver Nonferrous Metals reported a significant increase in stock price, although it warned of potential risks due to the rapid price rise [15]

Group 1 - The top 20 stocks with the highest main capital inflow as of January 27 include Industrial Fulian (20.56 billion), Zhongji Xuchuang (17.76 billion), and Tianfu Communication (11.03 billion) [1][2] - The sectors represented among the top inflow stocks include consumer electronics, communication equipment, semiconductors, agriculture, and banking [2][3] - Industrial Fulian leads with a capital inflow of 20.56 billion, followed by Zhongji Xuchuang with 17.76 billion, and Tianfu Communication with 11.03 billion [1][2] Group 2 - Other notable stocks include Huada Technology (10.95 billion), Pingtan Development (10.66 billion), and Xinyi Technology (10.02 billion) [1][2] - The banking sector is represented by China Ping An with 6.67 billion and China Merchants Bank with 6.59 billion [2][3] - The data indicates a significant interest in technology and communication sectors, with multiple companies in these fields receiving substantial capital inflows [1][2][3]

半导体板块进一步走强，华虹公司、盛科通信盘中创新高，华天科技午后涨停，恒烁股份、国民技术涨 幅居前。 ...

Group 1 - The top 20 stocks with significant capital inflow as of January 27 include Zhongji Xuchuang (21.98 billion), Xinyi Sheng (14.06 billion), and Industrial Fulian (13.38 billion) [1] - Zhongji Xuchuang experienced a price increase of 5.61%, while Xinyi Sheng rose by 4.28% [2] - The highest capital inflow was observed in communication equipment sector stocks, with Zhongji Xuchuang and Xinyi Sheng leading [2][3] Group 2 - Other notable stocks with significant capital inflow include Tianfu Communication (10.69 billion, 8.86% increase) and Pingtan Development (9.34 billion, 9.99% increase) [1][2] - The banking sector saw a capital inflow of 4.90 billion into China Merchants Bank, with a modest price increase of 1.1% [3] - Emerging sectors such as new materials and software development also attracted capital, with stocks like Guomin Technology and Jiuqi Software showing notable inflows [3]