2月2日，易华录跌13.16%，截至发稿，报13.46元/股，成交9955.15万元，换手率1.08%，总市值96.90亿 元。 华宝创业板人工智能ETF（159363）成立日期2024年12月6日，最新规模38.08亿。今年以来收益 16.59%，同类排名238/5579；近一年收益137.18%，同类排名14/4285；成立以来收益130.52%。 华宝创业板人工智能ETF（159363）基金经理为陈建华、曹旭辰。 从易华录十大流通股东角度 责任编辑：小浪快报 数据显示，华宝基金旗下1只基金位居易华录十大流通股东。华宝创业板人工智能ETF（159363）三季 度新进十大流通股东，持有股数149.49万股，占流通股的比例为0.21%。根据测算，今日浮亏损失约 304.96万元。 截至发稿，陈建华累计任职时间13年46天，现任基金资产总规模256.06亿元，任职期间最佳基金回报 193.06%， 任职期间最差基金回报-49.65%。 曹旭辰累计任职时间257天，现任基金资产总规模320.21亿元，任职期间最佳基金回报150.13%， 任职 期间最差基金回报-3.89%。 资料显示，北京易华录信息技术股份有限公 ...

每经记者：彭斐每经编辑：张益铭 在AI（人工智能）狂飙突进、数据要素市场火热的当下，曾被视为"数据湖"龙头的易华录 （SZ300212，股价15.50元，市值111.58亿元）却陷入了财务危机。 1月30日晚间，易华录发布的2025年度业绩预亏公告显示，预计2025年度归母净利润亏损额高达21.76亿 元至27.91亿元，公司净资产也将转为负值，面临被实施退市风险警示（*ST）的处境。 《每日经济新闻》记者注意到，尽管易华录在智慧交通等领域的新签合同实现逆势增长，但巨额的资产 及信用减值计提成为吞噬利润的"黑洞"。 为了"止血自救"，易华录自2025年四季度以来动作频频：加速处置新加坡子公司及山东聊云信息技术有 限责任公司（以下简称聊云公司）等参股公司股权，并毅然终止了超级存储及人工智能训练资源库两大 募投项目，拟将3.55亿元剩余募资永久补流。 然而，在市场环境压力与技术迭代的双重挤压下，易华录能否通过战略收缩换取生存空间仍待市场检 验。 减值"黑洞"吞噬利润 根据易华录发布的业绩预告，2025年全年，公司预计实现营业收入3.98亿元至5.39亿元，与上年同期的 4.65亿元相比，呈现出一定的波动区间。尽管 ...

Company Performance Forecasts - Zhongji Xuchuang expects a net profit of 9.8 billion to 11.8 billion yuan for 2025, representing a year-on-year increase of 89.50% to 128.17% due to strong demand for computing infrastructure and increased sales of high-speed optical modules [2] - Cambrian anticipates a net profit of 1.85 billion to 2.15 billion yuan for 2025, marking a turnaround from losses, driven by rising demand in the AI sector [3] - Xinye Technology forecasts a net profit of 9.4 billion to 9.9 billion yuan for 2025, reflecting a year-on-year growth of 231.24% to 248.86% due to increased investment in computing [4] - Aerospace Development expects a net loss of 1 billion to 1.65 billion yuan for 2025, although this represents an improvement from a loss of 1.673 billion yuan in the previous year [5] - Wentai Technology predicts a net loss of 9 billion to 13.5 billion yuan for 2025, impacted by significant investment losses and asset impairment [6] - China National Airlines anticipates a net loss of 1.3 billion to 1.9 billion yuan for 2025, compared to a loss of 237 million yuan in the previous year [8] - China Eastern Airlines expects a net loss of 1.3 billion to 1.8 billion yuan for 2025, despite an increase in passenger transport volume [9] - Huazhong Technology is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [10] Investment and Strategic Developments - Huayou Cobalt plans to collaborate on an integrated battery industry project in Indonesia, aiming to establish a production base for electric vehicle batteries [13] Shareholding Changes - BlueFocus Media's major shareholder plans to reduce holdings by up to 20 million shares due to personal financial needs [14] Other Company Updates - Yihualu expects a net loss of 2.176 billion to 2.791 billion yuan for 2025, with a projected negative net asset value, which may lead to a delisting risk warning [27] - Huayi Brothers anticipates a net loss of 289 million to 407 million yuan for 2025, with a potential negative net asset value that could trigger a delisting risk warning [28] - Kangtai Medical has obtained a medical device registration certificate for a non-invasive ventilator, enhancing its product line [29]

每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 （记者 曾健辉） 每经AI快讯，易华录1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损约21.76 亿元~27.91亿元。上年同期归属于上市公司股东的净利润亏损约28.65亿元。业绩变动主要原因是，报 告期内，公司着力拓展智慧交通、数据要素和数据运营服务业务，新签合同同比增长，因公司财务费用 等固定支出较大，尚未实现经营扭亏。按照企业会计准则，公司对数据湖业务相关资产、部分经营情况 发生变化的参股投资等进行减值测试，根据测试结果计提资产减值准备，是公司形成大额亏损的主要原 因。 ...

每经AI快讯，1月30日，易华录公告称，公司预计2025年度经审计的期末净资产为负值，根据《深圳证 券交易所创业板股票上市规则》第10.3.1条第（二）项规定，在披露2025年年度报告后，公司股票交易 可能被深圳证券交易所实施退市风险警示（股票简称前冠以"*ST"字样） ...

南财智讯1月30日电，易华录公告，公司预计2025年度经审计的期末净资产为负值，触及《深圳证券交 易所创业板股票上市规则》第10.3.1条第（二）项规定的退市风险警示情形。若该情形最终成立，公司 将在披露2025年年度报告的同时，披露股票交易将被实施退市风险警示的公告；公司股票将于公告后停 牌一个交易日，自复牌之日起，深圳证券交易所将对公司股票交易实施退市风险警示（股票简称前冠 以"*ST"字样）。目前公司2025年年度报告审计工作正在进行中，最终财务数据以正式披露的经审计年 报为准。 ...

| 证券代码：300212 | 证券简称：易华录 | | | 公告编号：2026-007 | | --- | --- | --- | --- | --- | | 债券代码：148002 | 债券简称：22 | 华录 | 01 | | 特别提示： 北京易华录信息技术股份有限公司（以下简称"易华录"或"公司"）预计 2025 年度经审计的期末净资产为负值，根据《深圳证券交易所创业板股票上市 规则》（以下简称"《上市规则》"）第 10.3.1 条第（二）项规定，在披露 2025 年年度报告后，公司股票交易可能被深圳证券交易所实施退市风险警示（股票简 称前冠以"*ST "字样）。 一、公司股票交易可能被实施退市风险警示的原因 经公司财务部门初步测算，公司 2025 年度期末归属母公司净资产将为负值， 具体内容详见公司同日于巨潮资讯网披露的《2025 年度业绩预亏公告》（公告 编号 2026-006）。公司预计触及《上市规则》第 10.3.1 条第（二）项"最近一 个会计年度经审计的期末净资产为负值。"规定的对公司股票实施退市风险警示 的情形，公司 2025 年年度报告披露后，公司股票交易可能被实施退市风险警示 （股票 ...

Group 1 - The core inquiry from investors concerns the potential impact of China Electronics Technology Group Corporation's (CETC) involvement in the national mission to launch 200,000 satellites on the company's Blu-ray storage business [1] - The company, Yihualu (300212.SZ), clarified that there is no correlation between CETC's satellite launch mission and its Blu-ray storage business at present [1]

Core Viewpoint - The stock of Beijing EasyHualu Information Technology Co., Ltd. has experienced a decline in price and trading volume, with significant net outflows from major funds, indicating potential concerns among investors about the company's performance and market position [1][2]. Group 1: Stock Performance - As of January 23, EasyHualu's stock price increased by 2.01% to 16.23 CNY per share, with a trading volume of 318 million CNY and a turnover rate of 2.86%, resulting in a total market capitalization of 11.684 billion CNY [1]. - Year-to-date, EasyHualu's stock has decreased by 6.99%, with a 5.36% drop over the last five trading days, a 1.64% decline over the last 20 days, and a 19.85% decrease over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, EasyHualu reported a revenue of 415 million CNY, representing a year-on-year decrease of 3.91%, while the net profit attributable to shareholders was -535 million CNY, showing a year-on-year increase of 12.78% [2]. - The company has distributed a total of 415 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Shareholder Information - As of January 9, 2025, EasyHualu had 66,300 shareholders, a decrease of 2.42% from the previous period, with an average of 10,535 circulating shares per shareholder, an increase of 2.48% [2]. - The top ten circulating shareholders include major funds such as E Fund's ChiNext ETF and others, with some shareholders reducing their holdings, indicating potential shifts in investor sentiment [3].

Core Viewpoint - The company Yihualu has shown fluctuations in stock performance and financing activities, indicating a low level of investor confidence and potential challenges in revenue generation and profitability [1][2]. Group 1: Stock Performance and Financing - On January 22, Yihualu's stock increased by 2.32%, with a trading volume of 591 million yuan [1]. - The financing data for January 22 shows a financing purchase amount of 35.93 million yuan and a financing repayment of 48.02 million yuan, resulting in a net financing outflow of 12.09 million yuan [1]. - As of January 22, the total financing and securities lending balance for Yihualu is 684 million yuan, with the financing balance at 682 million yuan, accounting for 5.96% of the circulating market value, which is below the 30th percentile level over the past year [1]. Group 2: Company Overview and Financial Performance - Yihualu, established on April 30, 2001, and listed on May 5, 2011, specializes in providing intelligent traffic management solutions through its proprietary integrated command platform software, ATMS [1]. - The revenue composition of Yihualu is 59.45% from digital systems and infrastructure, and 40.55% from data operations and services [1]. - For the period from January to September 2025, Yihualu reported a revenue of 415 million yuan, a year-on-year decrease of 3.91%, while the net profit attributable to shareholders was -535 million yuan, reflecting a year-on-year increase of 12.78% [2]. Group 3: Shareholder and Institutional Holdings - As of January 9, the number of shareholders for Yihualu is 66,300, a decrease of 2.42% from the previous period, with an average of 10,535 circulating shares per person, an increase of 2.48% [2]. - The top ten circulating shareholders include notable institutional investors, with E Fund's Growth ETF holding 10.02 million shares, a decrease of 1.69 million shares from the previous period [2].