川润股份、中天科技、亨通光电涨停，高澜股份涨超15%，方盛股份、申菱环境、依米康、飞龙股份等 跟涨。 ...

Group 1 - The A-share market saw a strong performance in robotics-related stocks, with notable gains in several companies [1] - Jingzhu Technology (精锻科技) increased by over 17%, while Yimikang (依米康) rose by over 11% [1] - Other companies such as Bohai Automotive (渤海汽车), Chuanrun Co. (川润股份), and Dongyangguang (东阳光) reached the daily limit of 10% increase [1] Group 2 - The following table summarizes the performance of key stocks in the robotics sector, including their percentage increase and market capitalization: - Jingzhu Technology (300258): +17.52%, Market Cap: 9.419 billion [2] - Yimikang (300249): +11.51%, Market Cap: 7.849 billion [2] - Bohai Automotive (600960): +10.10%, Market Cap: 5.389 billion [2] - Chuanrun Co. (002272): +10.02%, Market Cap: 8.786 billion [2] - Dongyangguang (600673): +10.02%, Market Cap: 110.1 billion [2] - Other notable stocks include Bojie Co. (博杰股份), Rifa Precision Machinery (日发精机), and Changhua Group (长华集团) with increases around 10% [2]

Group 1 - The AI computing power index experienced a strong increase during the trading session on February 12, indicating a bullish trend in the sector [1] - Component stocks showed a widespread upward movement, with notable gains among several companies [1] - Specifically, Youke De-W reached its daily limit up, while companies such as Yimikang, Capital Online, and Tianfu Communication saw their stock prices rise by over 12% [1]

Group 1 - The A-share market saw a collective surge in liquid cooling concept stocks, with Fangsheng Co. rising by 17%, Shenling Environment increasing by over 13%, and Langjin Technology and Yimikang both up by over 12% [1] - Other notable performers included Chuanrun Co., Bojie Co., and Dayuan Pump Industry, which all hit the daily limit of 10%, while Keda, Yingweik, Kexin Innovation, and Debang Technology rose by over 7% [1] Group 2 - The table lists several stocks with their respective price changes and market capitalizations, highlighting that Youkede-W had a price increase of 20.01% with a total market value of 20.6 billion, and a year-to-date increase of 60.38% [2] - Wansheng Co. experienced a 17.01% rise, with a market cap of 2.801 billion and a year-to-date increase of 10.23% [2] - Shenmeng Environment saw a 13.84% increase, with a market cap of 22.9 billion and a year-to-date increase of 35.74% [2]

Group 1 - The liquid cooling server sector experienced a significant rise at the beginning of trading on February 12, with companies like Lito Electronics and Kexin Innovation reaching new highs during the session [1] - Dayuan Pump Industry and Chuanrun Co. hit the daily limit increase, while Fangsheng Co. saw an increase of over 10% [1] - Other companies such as Yimikang, Yingweike, Shenling Environment, and Chunzong Technology also experienced upward movement in their stock prices [1]

1月30日，依米康涨0.06%，成交额2.92亿元。两融数据显示，当日依米康获融资买入额2753.90万元， 融资偿还2883.72万元，融资净买入-129.82万元。截至1月30日，依米康融资融券余额合计2.89亿元。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 截至9月30日，依米康股东户数6.27万，较上期增加4.88%；人均流通股5958股，较上期减少4.65%。 2025年1月-9月，依米康实现营业收入10.64亿元，同比增长52.61%；归母净利润2764.72万元，同比增长 273.71%。 分红方面，依米康A股上市后累计派现5107.09万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，依米康十大流通股东中，香港中央结算有限公司位居第七大流通 股东，持股189.98万股，为新进股东。 融资方面，依米康当日融资买入2753.90万元。当前融资余额2.89亿元，占流通市值的 ...

Group 1 - The core viewpoint of the article highlights the increasing demand for nuclear power construction, leading to a surge in orders for equipment manufacturers, with orders already scheduled until 2028 [1] - The company, Yimikang, announced that it will participate in a research meeting with Huaxi Securities on January 29, 2026, where the company’s board secretary, Ye Jing, will address investor inquiries [1] Group 2 - Equipment manufacturers are currently operating at full capacity, with employees working in three shifts and production lines running 24 hours a day to meet the high demand [1]

证券代码： 300249 证券简称：依米康 依米康科技集团股份有限公司投资者关系活动记录表 取重点跟踪、全力获单的策略，倾斜人力、资源予以支撑，持续 拓展阿里、字节跳动等大厂订单。针对海外市场，自 2023 年启 动海外市场拓展战略后，截至目前，业务布局与订单交付已覆盖 国内全部市场及马来西亚、新加坡、泰国、越南、菲律宾、阿曼 等东南亚和中东"一带一路"沿线国家。 2、2025 年度业绩扭亏为盈，主要来源于哪部分的业务？ 答：主要来源于风冷、液冷、风液同源等精密散热产品的增 长：2025 年，公司坚持践行"聚焦信息数据领域战略规划"。 一方面，公司不断投入资源，夯实精密散热产品为核心，整合智 能工程、软件平台与智慧运维的全栈式算力精密散热能力；另一 方面，公司紧跟下游行业对精密散热产品需求不断扩张的市场行 情，确定了"锚定大客户"的经营策略，紧跟国内大厂建设需求， 公司精密散热产品订单持续增长；其次，公司持续加强海外订单 的拓展，精密散热产品海外订单亦大幅增长。 2024 年，公司实现境外收入 4,889.83 万元，占营业收入比 例为 4.27%；2025 年上半年，公司实现境外收入 6,232.14 万元 ...

Investment Rating - The report maintains a "Neutral" rating for the computer industry and an "Accumulate" rating for Hongsoft Technology (688088) [2] Core Insights - The report highlights significant advancements in AI applications, including Tencent's new AI social feature "Yuanbao" and the global first deployment of a large model in space by Guoxing Aerospace [12][13] - The domestic cloud computing sector is expected to see a rebound in capital expenditure due to easing chip supply constraints, while AI applications are anticipated to reach a commercialization inflection point earlier than expected [25][26] - The report emphasizes the importance of focusing on leading companies with strong AI technology implementation capabilities and scene adaptation advantages [26] Industry News - Tencent's AI assistant "Yuanbao" has launched a new version that includes various social features, aiming to create a multi-user social space [12] - The first successful deployment of a large model in space was achieved by Guoxing Aerospace, marking a significant milestone in AI technology [13] - Domestic GPU company Suiruan Technology has received approval for its IPO on the Sci-Tech Innovation Board, aiming to raise 6 billion yuan [14] Company Announcements - Dahua Technology reported a total revenue of 32.743 billion yuan for 2025, with a year-on-year growth of 1.75% [15] - Yimikang expects a net profit of 0.25 to 0.37 billion yuan for 2025, representing a growth of 128.69% to 142.46% [17] - Glodon anticipates a net profit of 3.76 to 4.26 billion yuan for 2025, with a growth rate of 50.15% to 70.11% [18] Market Review - From January 22 to January 28, the CSI 300 index fell by 0.11%, while the Shenwan Computer Industry index decreased by 0.35% [19] - The report notes mixed performance among the Shenwan Computer sub-industries, with horizontal software leading at 2.39% [19] Weekly Strategy - The report suggests that the domestic computing power industry is likely to accelerate due to policy support and technological advancements in AI [25] - The anticipated launch of DeepSeek V4 during the Lunar New Year is expected to drive a new round of technological iteration in domestic large models [25] - The report encourages attention to companies that demonstrate strong capabilities in AI technology implementation and scene adaptation [26]

南财智讯1月28日电，依米康公告，公司控股股东、实际控制人孙屹峥先生将其持有的300.00万股股份 解除质押，质权人为成都中小企业融资担保有限责任公司。 ...