格隆汇2月2日丨润泽科技(300442.SZ)公布，2026年1月，公司未进行股份回购。截至2026年1月31日， 公司通过回购专用证券账户以集中竞价方式累计回购公司股份数量为11,276,886股，占公司总股本 0.69%，回购成交的最高价格为59.28元/股，最低价格为45.52元/股，支付的总金额为人民币 558,351,633.91元（不含交易费用）。本次回购符合法律法规、规范性文件的有关规定及公司股份回购 方案的要求。 ...

润泽智算科技集团股份有限公司（以下简称"润泽科技"）近日发布的2025年度业绩预告显示，公司预计实现归属于 上市公司股东的净利润50亿元至53亿元，同比增长179.28%至196.03%。扣除非经常性损益后的净利润预计为18.8亿 元至19.8亿元，同比增长幅度为5.71%至11.33%。 区域布局方面，公司已从早期的区域性服务商逐步转型为覆盖京津冀、长三角、粤港澳大湾区的全国性算力服务提 供者。多区域算力中心的陆续投运，为其承接全国性客户需求奠定了物理基础。同时，客户结构呈现优化态势，公 司与多家头部互联网企业及人工智能公司建立了持续合作，终端客户群体的拓宽为其收入增长提供了较为稳定的来 源。 应当看到公司业绩的增长，一方面来自资本市场的阶段性助力，另一方面也依托于主营业务的扎实拓展。在算力基 础设施成为数字经济发展重要支撑的背景下，润泽科技通过"资本＋运营"双轮驱动，逐步构建起涵盖投资、建设、 运营、退出的全周期发展模式。这种模式有助于企业在行业上升期快速扩张，在市场竞争中积累先发优势。 未来，随着全国化布局进一步落地、算力中心上架率逐步提升，公司有望在人工智能算力服务领域形成更可持续的 盈利能力。值得注 ...

润泽智算科技集团股份有限公司（简称"公司"）于 2025 年 4 月 22 日召开 第四届董事会第二十九次会议，审议通过了《关于回购公司股份方案的议案》， 同意公司使用不低于人民币 5 亿元（含本数）且不超过人民币 10 亿元（含本数） 的自有资金或自筹资金（回购专项贷款）以集中竞价交易方式回购公司部分人民 币普通股（A 股）股份，回购价格不超过人民币 75.00 元/股（含）。按照回购价 格上限和回购金额上限测算，预计可回购股份数量为 13,333,333 股，约占公司总 股本的 0.77%；按照回购价格上限和回购金额下限测算，预计可回购股份数量为 6,666,667 股，约占公司总股本的 0.39%，具体回购股份数量以回购实施完成时实 际回购的股份数量为准（"本次回购股份"）。本次回购股份的实施期限为自公 司董事会审议通过本次回购股份方案之日起 12 个月内。公司分别于 2025 年 4 月 24 日、2025 年 4 月 29 日、2025 年 5 月 8 日、2025 年 6 月 4 日、2025 年 7 月 1 日、2025 年 8 月 6 日、2025 年 9 月 2 日、2025 年 10 月 ...

证券代码：300442 证券简称：润泽科技 公告编号：2026-004 润泽智算科技集团股份有限公司 关于特定股东减持计划实施完成的公告 公司股东宁波大容明琛创业投资合伙企业（有限合伙）、丽水合杰创业投 资合伙企业（有限合伙）、姜卫东先生保证向本公司提供的信息披露内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 1 润泽智算科技集团股份有限公司（简称"公司"）于 2025 年 10 月 9 日在创 业板指定的信息披露网站巨潮资讯网（http://www.cninfo.com.cn）披露了《关于 特定股东减持股份的预披露公告》（公告编号：2025-060），宁波大容明琛创业 投资合伙企业（有限合伙）（简称"宁波大容"或"减持主体"）计划自该公告 披露日起 15 个交易日后的 90 日内（即 2025 年 10 月 31 日至 2026 年 1 月 30 日） 以集中竞价方式和大宗交易方式合计减持宁波大容所持有的不超过 16,343,434 股股份（不超过公司总股本的 1.0000%）。 公司于近日收到宁波大容及其一致行动人丽水合杰 ...

Performance Highlights - New Yi Sheng (300502.SZ) expects net profit between 9.4 billion and 9.9 billion CNY, a year-on-year increase of 231.24% to 248.86% due to rising demand for high-speed optical modules driven by global computing power investments[4] - Han's Chip (688256.SH) anticipates net profit between 1.85 billion and 2.15 billion CNY, turning from a loss of 450 million CNY last year, benefiting from the growing demand for AI computing power[5] - Zhongji Xuchuang (300308.SZ) projects net profit between 9.8 billion and 11.8 billion CNY, a year-on-year growth of 89.50% to 128.17%, driven by strong customer investment in computing infrastructure[6] - Runze Technology (300442.SZ) expects net profit between 5 billion and 5.3 billion CNY, a year-on-year increase of 179.28% to 196.03%, largely due to non-recurring gains from public REITs issuance[10] Underperformance Highlights - Great Wall Motors (601633.SH) forecasts net profit of 9.912 billion CNY, a year-on-year decline of 21.71% due to increased marketing expenses and competitive pressures[36] - GAC Group (601238.SH) expects a net loss between 8 billion and 9 billion CNY, turning from a profit of 824 million CNY last year, impacted by fierce competition and increased asset impairment provisions[39] - Xiexin Integrated (002506.SZ) anticipates a net loss between 890 million and 1.29 billion CNY, shifting from a profit of 68 million CNY last year due to structural supply-demand issues in the photovoltaic industry[41] - Baile Tianheng (688506.SH) projects a net loss of around 1.1 billion CNY, down from a profit of 3.708 billion CNY last year, primarily due to increased R&D expenses[42] Industry Trends - Technology-driven sectors like AI and innovative pharmaceuticals are leading growth, with companies like New Yi Sheng and Han's Chip benefiting from strong demand and technological advancements[69] - Cost control is becoming a critical competitive advantage, particularly in the energy and manufacturing sectors, as seen with companies like Datang Power (601991.SH) benefiting from lower coal prices[70] - Traditional cyclical industries such as real estate and agriculture are facing significant downward pressure, with companies like Vanke (000002.SZ) and Tianbang Foods (002124.SZ) experiencing substantial losses due to market adjustments[72]

Core Viewpoint - The article highlights the performance forecast of various A-share listed companies, indicating a significant divergence in earnings growth across different sectors, driven by technological advancements, cost control, and industry cycles [4][62]. Group 1: Companies with Strong Earnings Growth - **New Yisheng (300502.SZ)**: Expected net profit of 9.4 billion to 9.9 billion, a year-on-year increase of 231.24% to 248.86%, driven by rising demand for high-speed optical modules due to global computing power investments [6]. - **Han's Laser (688256.SH)**: Expected net profit of 1.85 billion to 2.15 billion, turning from a loss of 0.452 billion in the previous year, benefiting from the increasing demand for AI computing power [8]. - **Zhongji Xuchuang (300308.SZ)**: Expected net profit of 9.8 billion to 11.8 billion, a year-on-year increase of 89.50% to 128.17%, supported by strong investment in computing infrastructure [10]. - **Runze Technology (300442.SZ)**: Expected net profit of 5 billion to 5.3 billion, a year-on-year increase of 179.28% to 196.03%, primarily due to non-recurring gains from public REITs issuance [12]. - **CITIC Securities (601995.SH)**: Expected net profit of 8.542 billion to 10.535 billion, a year-on-year increase of 50% to 85%, driven by steady growth in core business segments [15]. Group 2: Companies with Earnings Below Expectations - **Great Wall Motors (601633.SH)**: Expected net profit of 9.912 billion, a year-on-year decrease of 21.71%, impacted by increased marketing expenses and intense competition [34]. - **GAC Group (601238.SH)**: Expected net profit of -8 billion to -9 billion, turning from a profit of 0.824 billion in the previous year, due to fierce competition and adjustments in product structure [36]. - **GCL-Poly Energy (002506.SZ)**: Expected net profit of -0.89 billion to -1.29 billion, turning from a profit of 0.068 billion, affected by structural supply-demand issues in the photovoltaic industry [38]. - **Boli Tianheng (688506.SH)**: Expected net profit of -1.1 billion, turning from a profit of 3.708 billion, due to increased R&D expenses [39]. - **Daiyue City (000031.SZ)**: Expected net profit of -2.7 billion to -2.1 billion, continuing losses from the previous year, influenced by asset impairment provisions [42]. Group 3: Industry Trends - **Technological Breakthroughs**: Industries driven by technology, such as AI and innovative pharmaceuticals, are showing strong growth, with companies like New Yisheng and Rongchang Bio leading the way [62][63]. - **Cost Control**: The energy and manufacturing sectors are experiencing a clear divide, with companies like Datang Power benefiting from lower coal prices and effective cost management [64]. - **Downward Pressure from Industry Cycles**: The real estate, agriculture, and photovoltaic sectors are under significant pressure, with companies like Vanke and Tianbang Food facing substantial earnings declines [65][66].

Group 1 - The top 20 stocks with significant capital inflow as of February 2 include Zhongchao Holdings (1.435 billion), Shenghong Technology (676 million), and Xibu Materials (601 million) [1] - Zhongchao Holdings experienced a price increase of 9.96%, while Shuangjie Electric saw a notable rise of 16.58% [2] - The sectors represented among the top inflow stocks include power grid equipment, electronic components, and the liquor industry [2][3] Group 2 - Other notable stocks with significant inflows include Guizhou Moutai (5.46 billion), Baobian Electric (5.45 billion), and Zhejiang Wenlian (5.36 billion) [1] - The banking sector is represented by Industrial and Commercial Bank of China, which had an inflow of 348 million [3] - The highest percentage increase in stock price was observed in Tongguang Cable, which rose by 20% [3]

Group 1 - The A-share market experienced a pullback, with sectors like liquor, power grid equipment, and banking performing well, while others retreated [1] - The AI application sector showed mixed results, with companies like Liou Co. and Zhejiang Wenhu gaining, while BlueFocus and Yidian Tianxia saw significant declines [1] - The software ETF Huaxia (159256) held shares in Runze Technology, which surged over 4%, with trading volume exceeding 90 million, the highest in its index [1] Group 2 - Tencent's AI assistant "Yuanbao" has rapidly climbed the rankings in major app stores, reaching first place in Huawei's app store and second in Apple's free app list in China [1] - "Yuanbao" has initiated a new version beta test and plans to launch a Spring Festival event on February 1, distributing a total of 1 billion yuan in cash red envelopes [1] - Open Source Securities noted that major companies like Tencent and Baidu are investing tens of billions in red envelope promotions for AI applications during the Spring Festival, leveraging the unique social ties of the holiday for AI adoption [1] - The AI social interaction is shifting from "single dialogue" to "group interaction," with "Yuanbao" integrating with WeChat/QQ to reduce cold start costs for AI [1] - This "social + AI" model is expected to rapidly accumulate user profile data, enhancing the model's ability to recognize social intentions, leading to high user retention and commercial barriers over the long term [1] Group 3 - The software industry plays a crucial role in the AI industry chain, primarily situated in the midstream technology layer and downstream application layer [2] - In the midstream, the software industry provides AI frameworks, development platforms, and algorithm models, which are foundational for AI application development [2] - In the downstream, the software industry drives the implementation of AI applications by integrating AI technology with various industries [2] - Related products include the创业板软件ETF华夏 (159256), 创业板200ETF华夏 (159573), and 人工智能AIETF (515070) [2]

Core Insights - The main focus of the news is the significant inflow of capital into various stocks, indicating strong investor interest and potential market trends. Group 1: Stock Performance and Capital Inflow - Zhongchao Holdings saw a capital inflow of 1.369 billion, with a price increase of 9.96% [1][2] - Xinyi Technology experienced a capital inflow of 838 million, with a price increase of 7.26% [1][2] - Western Materials had a capital inflow of 765 million, with a price increase of 9.99% [1][2] - Shenghong Technology attracted 731 million, with a price increase of 2.35% [1][2] - Liou Co. received 722 million, with a price increase of 7.3% [1][2] - Kweichow Moutai had a capital inflow of 576 million, with a price increase of 1.53% [1][2] - Luxshare Precision saw a capital inflow of 566 million, with a price increase of 1.84% [1][2] - Zhejiang Wenhu Interconnect attracted 551 million, with a price increase of 9.99% [1][2] - Shuangjie Electric received 522 million, with a price increase of 19.97% [1][2] - Yaowang Technology had a capital inflow of 496 million, with a price increase of 10% [1][2] - China Western Electric attracted 482 million, with a price increase of 8.97% [1][3] Group 2: Additional Stock Insights - Runze Technology saw a capital inflow of 464 million, with a price increase of 5.44% [3] - Baobian Electric attracted 454 million, with a price increase of 10.04% [3] - Zhongkong Technology had a capital inflow of 355 million, with a price increase of 4.01% [3] - Shanziko High-Tech received 342 million, with a price increase of 3% [3] - Huanghe Xuanfeng attracted 340 million, with a price increase of 10.08% [3] - Hancable saw a capital inflow of 332 million, with a price increase of 9.94% [3] - Midea Group had a capital inflow of 314 million, with a price increase of 0.46% [3] - Century Huayun attracted 310 million, with a price increase of 1.32% [3] - Industrial and Commercial Bank of China saw a capital inflow of 303 million, with a price increase of 0.97% [3]

Group 1 - The A-share market saw a short-term rise in Kimi concept stocks, with Zhejiang Wenlian increasing by over 8% [2] - Zhi De Mai experienced a rise of over 6%, indicating positive market sentiment towards these stocks [2] - Other stocks such as Runze Technology, Yidian Tianxia, Fengshang Culture, and Borui Communication also followed the upward trend [2]