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44家低空企业披露业绩预告:万丰奥威等预增,上工申贝等续亏
Core Viewpoint - The low-altitude economy sector is showing mixed results for 2025, with 22 companies expected to be profitable while another 22 are projected to incur losses, indicating a significant divergence in performance within the industry [3]. Performance Forecast Summary Profit Growth - 11 companies are expected to report profit increases, with notable projections including: - Xinzhi Group (002664.SZ) and Shangluo Electronics (300975.SZ) anticipating several-fold increases in net profit [4]. - Weihai Guangtai (002111.SZ), Tongyu Heavy Industry (300185.SZ), and Guangyang Co. (002708.SZ) expecting over 50% growth in net profit [4]. - Wan Feng Aowei (002085.SZ) and Zongshen Power (001696.SZ) also forecasted net profit growth [4]. Losses - 22 companies are projected to incur losses, with several notable cases: - Zhongtian Rocket (003009.SZ) and Andavil (300719.SZ) have shifted from profit to loss [7]. - Haige Communication (002465.SZ) is investing heavily in R&D, leading to increased costs and a projected loss [7]. - Companies like Aerospace Power (600343.SH) and Sihua Electronics (600990.SH) are also expected to continue reporting losses [8]. Industry Insights - The low-altitude economy's contribution to overall profits remains limited, with most revenue still coming from aircraft manufacturing and infrastructure construction [3]. - Companies like Wan Feng Aowei are leveraging their low-altitude business to drive profit growth, supported by strong orders in general aviation aircraft manufacturing and strategic acquisitions [5]. - The industry is witnessing a shift towards commercial applications of low-altitude technologies, with companies preparing for a significant commercialization phase in 2026 [9][10]. Strategic Developments - Companies are increasingly focusing on integrating low-altitude infrastructure and management platforms, as seen with Suzhou Keda's strategic investments in civil aviation infrastructure [11]. - The emphasis on R&D and market expansion in emerging fields like low-altitude economy is evident, with companies aiming to enhance their competitive edge through innovative solutions [7][11].
佳讯飞鸿(300213.SZ):预计2025年净亏损1.45亿元-1.9亿元
Ge Long Hui A P P· 2026-01-30 13:29
报告期内,受部分重大项目执行进度未达预期,研发投入前置以及子公司业务结构升级等因素综合影 响,公司业绩出现阶段性下滑。同时,公司拟计提商誉减值准备约11,200万元,导致公司短期内出现亏 损。本次对子公司计提商誉减值准备,主要系子公司深圳市航通智能技术有限公司所处的综保区、自贸 区、保税区等相关行业市场的业务模式发生了变化,市场竞争加剧,且业务结构面临转型的挑战,导致 业绩大幅降低。根据《企业会计准则》、中国证监会《会计监管风险提示第 8 号—商誉减值》及公司相 关会计政策,基于谨慎性原则,公司对相关资产的可收回价值进行了评估,据此拟计提相应商誉减值准 备。 格隆汇1月30日丨佳讯飞鸿(300213.SZ)公布,预计2025年归属于上市公司股东的净利润-19,000万元 ~-14,500万元,上年同期7,415.31万元,扣除非经常性损益后的净利润-19,500万元~-15,000万元。 ...
佳讯飞鸿发预亏,预计2025年度归母净亏损1.45亿元至1.9亿元
Zhi Tong Cai Jing· 2026-01-30 10:40
Group 1 - The company Jiexun Feihong (300213.SZ) has disclosed its earnings forecast for the year 2025, expecting a net loss attributable to shareholders of between 145 million yuan and 190 million yuan [1] - The net loss after deducting non-recurring gains and losses is anticipated to be between 150 million yuan and 195 million yuan [1]
佳讯飞鸿(300213.SZ)发预亏,预计2025年度归母净亏损1.45亿元至1.9亿元
智通财经网· 2026-01-30 10:38
智通财经APP讯,佳讯飞鸿(300213.SZ)披露2025年度业绩预告,公司预计归属于上市公司股东的净亏损 1.45亿元至1.9亿元;扣除非经常性损益后的净亏损1.5亿元至1.95亿元。 ...
佳讯飞鸿:2025年全年预计净亏损1.45亿元—1.90亿元
南财智讯1月30日电,佳讯飞鸿发布2025年度业绩预告,预计2025年全年归属于上市公司股东的净利润 为-1.45亿元—-1.90亿元;报告期内,受部分重大项目执行进度未达预期,研发投入前置以及子公司业 务结构升级等因素综合影响,公司业绩出现阶段性下滑。同时,公司拟计提商誉减值准备约11,200万 元,导致公司短期内出现亏损。本次对子公司计提商誉减值准备,主要系子公司深圳市航通智能技术有 限公司所处的综保区、自贸区、保税区等相关行业市场的业务模式发生了变化,市场竞争加剧,且业务 结构面临转型的挑战,导致业绩大幅降低。根据《企业会计准则》、中国证监会《会计监管风险提示第 8号一商誉减值》及公司相关会计政策,基于谨慎性原则,公司对相关资产的可收回价值进行了评估, 据此拟计提相应商誉减值准备。 ...
佳讯飞鸿(300213) - 关于2025年度拟计提信用减值准备及资产减值准备的公告
2026-01-30 09:15
证券代码:300213 证券简称:佳讯飞鸿 公告编号:2026-002 一、本次拟计提信用减值准备及资产减值准备情况概述 本次拟计提减值准备的范围和总金额如下: 单位:万元 | 项目 | 2025 年年度拟计提减值准备金额 | | --- | --- | | 一、信用减值损失 | 4,600 | | 二、资产减值损失 | 11,200 | | 合计 | 15,800 | 注:1、上表中列示的减值准备金额以本期计提和本期转回相抵后的净额列示,其中损 失以正数列示。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假 记载、误导性陈述或重大遗漏。 为公允、客观的反映北京佳讯飞鸿电气股份有限公司(以下简称"公司")财 务状况、资产价值及经营成果,本着谨慎性原则,根据《企业会计准则》及公司 会计政策的相关规定,公司对截至 2025 年 12 月 31 日合并报表范围内的可能发 生资产减值迹象的相关资产拟计提减值准备。具体情况如下: 北京佳讯飞鸿电气股份有限公司 关于 2025 年度拟计提信用减值准备及资产减值准备的 公告 对于应收款项,无论是否存在重大融资成分,公司均按照整个存续期的预期 信用损失计量 ...
佳讯飞鸿(300213) - 2025 Q4 - 年度业绩预告
2026-01-30 09:10
Financial Performance - The company expects a net profit of approximately -19,000 million CNY for the year 2025, compared to -14,500 million CNY in the same period last year[4] - The net profit after deducting non-recurring gains and losses is projected to be -19,500 million CNY, down from -15,000 million CNY year-over-year[4] - The decline in performance is attributed to delays in major project execution, increased R&D investments, and business restructuring of subsidiaries, leading to a planned goodwill impairment of approximately 11,200 million CNY[6] Business Strategy - The company has nearly 1 billion CNY in hand orders at the end of the reporting period, showing significant growth compared to the same period last year[7] - The management emphasizes a focus on core businesses such as rail transit, national defense, and civil aviation, aiming to optimize resource allocation and integrate AI and 5G technologies into main operations[7] - The company plans to enhance customer collaboration and ensure the execution and delivery of existing orders while advancing lean management and digital transformation[7] Investor Guidance - The financial data will be detailed in the company's 2025 annual report, and investors are advised to make cautious decisions[8]
马斯克盛赞中国AI+多部委重磅政策连发,AI应用板块风口已至,全产业链机遇深度拆解
Xin Lang Cai Jing· 2026-01-23 13:09
Group 1 - Zhejiang Wenchuang Internet focuses on digital marketing and cultural technology, integrating AI into smart marketing and digital content creation, enhancing brand marketing digital transformation across various industries [1][17] - Saiwu Technology collaborates with Suzhou University to establish the AI4S laboratory, creating a closed loop of "AI screening - process optimization - mass production," significantly increasing revenue in related businesses [1][18] - Huashi Technology strategically invests in Yuchuang Robotics, applying AI in various scenarios such as airport monitoring and risk warning, providing intelligent solutions for smart cities [1][19] Group 2 - Yidian Tianxia leverages AI for global smart marketing, developing a full-chain solution that includes multi-language digital content generation and intelligent ad optimization [2][18] - Tongda Hai builds a comprehensive legal knowledge graph using vast legal data, enhancing judicial efficiency through its self-developed AI platform [2][19] - Sanwei Communication's subsidiary, Juwang Technology, utilizes AI for advertising material generation and optimization, significantly improving marketing efficiency [2][19] Group 3 - BlueFocus is a leader in AI marketing, applying AI across the entire marketing chain, including creative generation and effect analysis, to drive digital transformation in the marketing industry [3][19] - Huashu Media actively promotes AI integration in broadcasting, enhancing user experience through smart content recommendations and network optimization [3][20] - Subot constructs a cross-disciplinary platform for material and intelligent mechanics, driving high-end material development and optimizing production processes [3][20] Group 4 - Shiji Tianhong integrates AI into education, enhancing digital transformation in educational support services through intelligent systems [4][20] - Hongbo Pharmaceutical's AI drug design platform focuses on cyclic peptide drug development, significantly improving drug design efficiency and accuracy [5][21] - Tianlong Group's self-developed platform empowers digital marketing across various industries, enhancing customer acquisition and conversion rates [5][21] Group 5 - Yanshan Technology integrates AI into internet services and supply chain management, optimizing marketing and operational efficiency [6][22] - ChaoTu Software merges AI with GIS, enabling intelligent spatial data processing and analysis for smart city applications [6][22] - Heren Technology focuses on smart healthcare, developing AI systems to assist medical personnel and improve operational efficiency [6][23] Group 6 - Youzu Network applies AI throughout game development and operation, enhancing player engagement and experience [6][23] - Jinka Intelligent integrates AI into gas metering, improving management efficiency and safety in gas supply [7][24] - Liard incorporates AI into display technology, optimizing visual experiences and expanding applications in smart displays [7][24] Group 7 - Guanshang Technology focuses on military equipment lifecycle management using AI for fault diagnosis and training simulation [7][25] - Zhidema applies AI in consumer decision-making and e-commerce marketing, enhancing product recommendations and marketing strategies [7][25] - Runda Medical enhances laboratory testing processes with AI, improving detection accuracy and efficiency [7][25] Group 8 - Tiandi Online specializes in digital marketing, utilizing AI for user profiling and intelligent ad targeting [8][26] - Qianfang Technology focuses on smart transportation, developing AI systems for traffic management and vehicle recognition [8][26] - Jiaxun Feihong integrates AI into communication and rail transit, enhancing operational efficiency and safety [8][26] Group 9 - Jiadu Technology applies AI in smart city and rail transit, enhancing safety monitoring and automation [8][27] - Jiuzhoutong empowers pharmaceutical supply chains with AI for demand forecasting and inventory management [8][27] - Weining Health focuses on comprehensive smart healthcare solutions, enhancing operational efficiency and cost control [8][27] Group 10 - Dianke Digital strengthens IT service capabilities with AI, focusing on data center operations and security [8][28] - Guangting Information specializes in intelligent connected vehicles, developing AI systems for driving assistance and data governance [8][28] - Rongxin Culture integrates AI into children's publishing, enhancing reading experiences and content creation [8][29] Group 11 - Zhaochi Co. introduces AI in consumer electronics and lighting, optimizing product performance and supply chain management [8][29] - Jinxiandai focuses on industrial software, enhancing digital transformation through AI-assisted development and operations [8][30] - Huatu Shanding integrates AI into architectural design, improving efficiency and precision in building projects [8][30] Group 12 - Lakala enhances payment services with AI, improving transaction security and merchant support [8][30] - Yingjianke focuses on building design software, utilizing AI for structural optimization and efficiency [8][30] - Borui Communication empowers media and digital culture with AI, enhancing content delivery and user engagement [8][31] Group 13 - Haoyun Technology enhances security IoT with AI, providing risk assessment and decision support [8][31] - Shenguang Group leverages AI for digital marketing, optimizing user targeting and ad performance [8][31] - Oriental Pearl actively promotes AI in broadcasting, enhancing content production and user experience [8][31] Group 14 - Zhizhen Technology focuses on IT operations in communication and government sectors, utilizing AI for efficient management [8][32]
佳讯飞鸿股价涨5.17%,华夏基金旗下1只基金位居十大流通股东,持有516.12万股浮盈赚取258.06万元
Xin Lang Cai Jing· 2026-01-23 03:53
Group 1 - The core viewpoint of the news is that Jiexun Feihong's stock price increased by 5.17% to 10.17 CNY per share, with a trading volume of 178 million CNY and a turnover rate of 3.28%, resulting in a total market capitalization of 6.045 billion CNY [1] - Jiexun Feihong, established on January 26, 1995, and listed on May 5, 2011, is located in Haidian District, Beijing, and specializes in technological innovation in the communication information field, providing integrated command and dispatch systems and comprehensive solutions [1] - The company's main business revenue composition includes: command and dispatch services at 58.32%, intelligent applications at 22.04%, and industry IoT applications at 19.64% [1] Group 2 - Among Jiexun Feihong's top ten circulating shareholders, Huaxia Fund has a fund that entered the top ten, holding 5.1612 million shares, which accounts for 0.93% of the circulating shares, with an estimated floating profit of approximately 2.5806 million CNY [2] - Huaxia Wensheng Mixed Fund (005450), established on January 17, 2018, has a latest scale of 935 million CNY, with a year-to-date return of 17.96%, ranking 239 out of 8847 in its category, and a one-year return of 28.08%, ranking 4493 out of 8099 [2] Group 3 - The fund manager of Huaxia Wensheng Mixed Fund (005450) is Luo Haoliang, who has a cumulative tenure of 7 years and 107 days, with the fund's total asset scale at 935 million CNY [3] - During his tenure, the best fund return was 41.66%, while the worst return was -21.48% [3]
佳讯飞鸿股价涨5.17%,长城基金旗下1只基金位居十大流通股东,持有1300万股浮盈赚取650万元
Xin Lang Cai Jing· 2026-01-23 03:53
Group 1 - The core viewpoint of the news is that Jiexun Feihong's stock price increased by 5.17% to 10.17 CNY per share, with a trading volume of 178 million CNY and a turnover rate of 3.28%, resulting in a total market capitalization of 6.045 billion CNY [1] - Jiexun Feihong Electric Co., Ltd. specializes in communication information technology applications, providing integrated command and dispatch systems and comprehensive solutions to clients [1] - The company's main business revenue composition includes: command and dispatch at 58.32%, intelligent applications at 22.04%, and industry IoT applications at 19.64% [1] Group 2 - Changcheng Fund's Changcheng Jiujia Innovation Growth Mixed A Fund (004666) holds 13 million shares of Jiexun Feihong, unchanged from the previous period, representing 2.35% of the circulating shares [2] - The fund has achieved a year-to-date return of 8.64%, ranking 2304 out of 8847 in its category, and a one-year return of 98.89%, ranking 142 out of 8099 [2] - Since its inception, the fund has delivered a return of 226.54% [2] Group 3 - The fund manager of Changcheng Jiujia Innovation Growth Mixed A Fund is You Guoliang, who has been in the position for 6 years and 94 days [3] - The total asset size of the fund is 5.058 billion CNY, with the best fund return during the tenure being 253.56% and the worst being -15.93% [3]