（编辑 袁冠琳） 证券日报网讯 1月30日，深信服发布公告称，公司预计2025年营业收入为793，000万元-805，900万 元，同比增长5.46%-7.17%；归属于上市公司股东的净利润为34，800万元-39，900万元，同比增长 76.77%-102.67%。 ...

智通财经APP讯，深信服(300454.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利润 3.48亿元至3.99亿元，同比增长76.77%-102.67%;扣除非经常性损益后的净利润2.36亿元至2.78亿元，同 比增长207.23%-261.91%。 ...

深信服（300454）(300454.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利润3.48亿元 至3.99亿元，同比增长76.77%-102.67%;扣除非经常性损益后的净利润2.36亿元至2.78亿元，同比增长 207.23%-261.91%。 ...

证券之星消息，1月30日软件开发板块较上一交易日下跌2.45%，新致软件领跌。当日上证指数报收于 4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300561 | *ST汇科 | 17.72 | 6.43% | 14.84万 | | 2.59亿 | | 000004 | *ST国华 | 12.62 | 4.99% | 5.53万 | | 6744.18万 | | 688435 | 英方软件 | 61.91 | 4.19% | 6.36万 | | 3.89亿 | | 300209 | 有棵树 | 7.56 | 4.13% | 49.86万 | | 3.67亿 | | 300469 | 信息发展 | 65.23 | 3.89% | 8.30万 | | 5.38亿 | | 688038 | 中科通达 | 21.53 | 3.31% | 3.62万 | | 7654.46万 | ...

每经AI快讯，深信服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3.48亿元 ~3.99亿元，同比增长76.77%~102.67%；业绩变动主要原因是，报告期内，公司所处云计算行业趋势向 好，同时公司持续提升经营管理能力，实现营业收入79.3亿元~80.59亿元，同比增长5.46%~7.17%。报 告期内，公司综合毛利率小幅下降，主要系公司业务结构变化等因素影响。报告期内，公司持续提升精 细化经营能力，三费合计下降约1%。 每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 （记者 王晓波） ...

Financial Projections - The company expects a net profit of between 348 million and 399 million CNY for 2025, representing a year-on-year increase of 76.77% to 102.67%[4] - Revenue is projected to be between 793 million and 805.9 million CNY, reflecting a growth of 5.46% to 7.17% compared to the previous year[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses is estimated to be between 236 million and 278 million CNY, indicating a significant increase of 207.23% to 261.91% year-on-year[4] - The company anticipates that non-recurring gains and losses will impact net profit by approximately 108 million to 137 million CNY, primarily from government subsidies and investment income[6] - The financial data in the earnings forecast has not been audited but has been discussed with the accounting firm, with no significant discrepancies reported[4][7] - The company will provide detailed financial data in the 2025 annual report, urging investors to make cautious decisions[7] - The earnings forecast period is from January 1, 2025, to December 31, 2025[3] Operational Insights - The cloud computing industry trend is favorable, contributing to the company's revenue growth and improved operational management capabilities[6] - The company's overall gross margin has slightly decreased due to a higher proportion of lower-margin cloud computing business[6] - The company has successfully reduced its combined R&D, sales, and management expenses by about 1% during the reporting period[6]

（文章来源：每日经济新闻） 每经AI快讯，1月30日，信创产业指数盘中下挫2%，深信服跌超8%，中科星图、沪硅产业、朗新科 技、蓝思科技跌超4%。 ...

证券日报网讯 1月28日，深信服发布公告称，自2026年1月12日至1月28日，公司股票已有10个交易日收 盘价不低于"信服转债"当期转股价110.93元/股的130%即144.21元/股，若未来连续30个交易日内再有5个 交易日满足该条件，将触发"信服转债"有条件赎回条款，公司可按债券面值加当期应计利息赎回全部或 部分未转股债券。 （文章来源：证券日报） ...

中国城市经济版图又迎来一个标志性时刻。 1月27日召开的深圳南山区八届人大六次会议披露，2025年，南山区地区生产总值突破万亿元。 这是中国首个迈入"万亿俱乐部"的地市辖区。如果将南山区视为一个独立的经济体，其经济规模已超越 塞浦路斯、拉脱维亚等国家。 图为广东省深圳市南山区后海人才公园。 2018年，上海浦东作为国家级新区GDP首破万亿；2022年，北京海淀区也跻身万亿城区之列。 上海、北京均为省级的直辖市，而深圳虽是副省级市，却属于地市范畴。 随着南山区GDP超万亿，粤港澳大湾区、长三角和京津冀三大区域经济增长极都拥有属于自己的万亿强 区。 这不仅是广东强区经济的重要突破，更是区域经济实力的重要彰显。 万亿城区，为何是南山？ 南山区的发展轨迹，堪称一部区域经济的突破史。 从"十三五"期末的6527亿元起步，南山区用五年时间，连续跨越7000亿、8000亿、9000亿和10000亿大 关，年均增长率在5.8%以上。 在全球经济波动加剧的背景下，南山区保持如此稳健的增长势头，显示出其经济结构的韧性和活力。 五年四个千亿台阶，这种速度背后，是南山科技创新的强大驱动和产业升级的持续深化。 更值得关注的是，南山区的 ...

Core Viewpoint - AWS and Google Cloud have initiated price increases for their cloud services, indicating strong downstream demand for computing power, which may lead domestic cloud providers to follow suit [1][2]. Group 1: Price Increases - AWS has raised its EC2 machine learning capacity block prices by approximately 15%, with the p5e.48xlarge instance's hourly cost increasing from $34.61 to $39.80 [1]. - Google Cloud has announced a price adjustment for data transfer methods effective May 1, 2026, with North America seeing a price increase from $0.04 to $0.08 per GB, while Europe and Asia also experience increases [2]. Group 2: Demand for Computing Power - The price hikes are attributed to recent increases in CPU and storage costs, alongside a surge in computing power demand driven by complex task execution by agents [2]. - Clawdbot, an open-source project, has gained significant attention and is expected to further increase demand for computing power due to its ability to execute complex tasks continuously [3]. Group 3: Development of General-purpose Agents - Domestic model manufacturers are actively developing general-purpose agents, with Kimi releasing the K2.5 model that enhances capabilities in everyday office software [4]. - Alibaba's Qianwen app has integrated various services, evolving into an entry point for AI-driven tasks within the Alibaba ecosystem, reflecting a trend towards multi-agent collaboration [4]. Group 4: Investment Recommendations - Recommended stocks include Deepin Technology (300454.SZ) and other beneficiaries such as Parallel Technology (920493.BJ), Qcloud Technology-U (688316.SH), and others in the cloud computing sector [5].