证券之星消息，1月16日计算机设备板块较上一交易日下跌0.59%，神思电子领跌。当日上证指数报收于 4101.91，下跌0.26%。深证成指报收于14281.08，下跌0.18%。计算机设备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) | | --- | --- | --- | --- | --- | --- | | 688307 | 中润光学 | 48.80 | 8.61% | 8.15万 | 3.83亿 | | 300551 | 古鳌科技 | 17.64 | 4.38% | 21.60万 | 3.76亿 | | 301600 | 慧翰股份 | 141.38 | 4.05% | < 3.13万 | 4.40亿 | | 688208 | 道通科技 | 39.62 | 3.91% | 17.04万 | 6.71亿 | | 300302 | 同有科技 | 20.64 | 3.88% | 37.63万 | 7.65 Z | | 300807 | 天迈科技 | 59.45 | 3.82% | 3.84万 | 2.25亿 | | 688292 | 浩瀚深度 | 3 ...

Market Overview - The computer equipment sector experienced a decline of 1.48% on January 15, with Jiarun Technology leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Top Performers - Shen Si Electronics (300479) saw a significant increase of 12.05%, closing at 23.15 with a trading volume of 573,200 shares and a turnover of 1.352 billion [1] - Tangyuan Electric (300789) rose by 3.17%, closing at 24.76 with a trading volume of 58,700 shares and a turnover of 148 million [1] - Liding Optoelectronics (605118) increased by 2.65%, closing at 37.13 with a trading volume of 126,800 shares and a turnover of 462 million [1] Underperformers - Jiarun Technology (301117) experienced a significant drop of 15.84%, closing at 71.10 with a trading volume of 271,100 shares and a turnover of 1.978 billion [2] - Hengwei Technology (603496) fell by 10.00%, closing at 34.65 with a trading volume of 414,100 shares and a turnover of 1.473 billion [2] - Tonghui Information (920090) decreased by 9.62%, closing at 7.89 with a trading volume of 266,600 shares and a turnover of 215 million [2] Capital Flow - The computer equipment sector saw a net outflow of 2.95 billion from institutional investors, while retail investors contributed a net inflow of 2.036 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Shen Si Electronics (300479) had a net inflow of 71.85 million from institutional investors, while retail investors showed a net outflow of 11.71 million [3] - Liding Optoelectronics (605118) experienced a net inflow of 21.77 million from institutional investors, but retail investors had a net outflow of 33.60 million [3] - Tangyuan Electric (300789) recorded a net inflow of 8.64 million from institutional investors, with retail investors showing a net outflow of 5.52 million [3]

截至2026年1月6日收盘，神思电子（300479）报收于19.28元，较前一交易日上涨0.1%，最新总市值为 37.99亿元。该股当日开盘19.1元，最高19.34元，最低19.08元，成交额达9423.27万元，换手率为 2.49%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 最新公告列表 《关于为全资子公司提供担保的进展公告》 近日，神思电子技术股份有限公司发布公告，公司为全资子公司神思（山东）医疗信息技术有限责任公 司向兴业银行济南分行申请的1000万元流动资金贷款提供连带责任保证。本次担保在公司2025年度为神 思医疗提供的9000万元担保额度范围内，无需另行审议。保证范围包括主债权本金、利息、违约金、实 现债权的费用等，保证期间为主债务履行期限届满之日起三年。截至公告日，公司实际对外担保余额为 6000万元，均为对神思医疗的担保，占公司最近一期经审计净资产的11.02%，无逾期担保。 ...

证券代码：300479 证券简称：神思电子 公告编号：2026-001 神思电子技术股份有限公司 关于为全资子公司提供担保的进展公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 本次担保金额在公司为神思医疗提供担保额度范围内，无需再次提交公司董事会及股东 会审议。 三、担保合同主要内容 1.债权人：兴业银行股份有限公司济南分行 2.保证人：神思电子技术股份有限公司 3.债务人：神思(山东)医疗信息技术有限责任公司 一、担保情况概述 神思电子技术股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日召开第五届董事 会 2025 年第二次会议、2025 年 4 月 25 日召开 2024 年年度股东大会审议通过《关于公司为 全资子公司提供 2025 年度担保额度的议案》，同意公司 2025 年度为神思（山东）医疗信息 技术有限责任公司（以下简称"神思医疗"）向金融机构申请综合授信提供不超过 9,000 万元的连带责任担保额度，担保范围包括但不限于综合授信、贷款、保理及供应链金融等业 务，该议案自 2024 年年度股东大会审议通过之日起 12 个月内有效 ...

（文章来源：证券日报） 证券日报网讯 1月5日，神思电子在互动平台回答投资者提问时表示，公司围绕"一体两翼"战略布局， 把握行业客户从数字化向智能化升级的机遇，持续深耕主业，通过优化经营效率、加大研发投入、升级 产品结构、丰富产品矩阵、强化产业协同等举措，逐步扩大市场份额，进一步夯实核心竞争力，提升公 司的经营质量及投资价值。目前，公司经营状况正常，无触及退市条件的情形。 ...

贵司近5年来业绩太差，仅去年有微弱盈利，股票持续下跌，请问是否有退市风险？ 投资者提问： 董秘回答(神思电子SZ300479)： 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 尊敬的投资者您好！公司围绕"一体两翼"战略布局，把握行业客户从数字化向智能化升级的机遇，持续 深耕主业，通过优化经营效率、加大研发投入、升级产品结构、丰富产品矩阵、强化产业协同等举措， 逐步扩大市份额，进一步夯实核心竞争力，提升公司的经营质量及投资价值。目前，公司经营状况正 常，无触及退市条件的情形。感谢您的关注！查看更多董秘问答>> ...

Group 1 - Fenglong Co., Ltd. has no plans for restructuring or listing through the company in the next 36 months [1] - Wu Zhi Electromechanical's business in robotics and commercial aerospace accounts for approximately 1% of its main business revenue [1] Group 2 - Zhongse Co., Ltd.'s subsidiary plans to invest in a lead-zinc mining expansion project with a capacity of 1.65 million tons per year [1] - Tianyuan Co., Ltd.'s subsidiary intends to invest in a project to produce 100,000 tons of titanium dioxide via chlorination [1] Group 3 - Zhejiang Construction Investment's subsidiary signed a construction contract worth 1.8 billion yuan [1] - Jinpan Technology signed a contract worth approximately 696 million yuan for a data center project [1] - Shensi Electronics won a bid for the construction of low-altitude support facilities for the Jinan digital low-altitude flight management service platform [1] Group 4 - Yalake Co., Ltd. plans to acquire a 51% stake in Wukuang Salt Lake [1] - Shengxin Lithium Energy's subsidiary intends to acquire a 30% stake in Qicheng Mining [1] - Jiete Biological plans to acquire 70% of Jieke Membrane for 7.9199 million yuan [1] Group 5 - Baili Tianheng plans to repurchase shares worth 100 million to 200 million yuan [2] - Zhongju Gaoxin intends to repurchase shares worth 300 million to 600 million yuan [2] - Jiete Biological plans to repurchase shares worth 15 million to 30 million yuan [1][2] Group 6 - Zijin Mining expects a net profit increase of approximately 59% to 62% for the year 2025 [2] - Zongheng Co., Ltd. plans to raise no more than 548 million yuan through a private placement [2]

Group 1 - The core viewpoint of the news is that Shen Si Electronics has shown a mixed performance in stock trading, with a slight increase in stock price and a notable rise in revenue, but still facing challenges in profitability [1][2]. - As of December 31, Shen Si Electronics' stock price increased by 2.12% to 19.31 CNY per share, with a total market capitalization of 3.805 billion CNY [1]. - The company has experienced a net outflow of 871,800 CNY in main funds, with significant buying and selling activity from large orders [1]. Group 2 - Shen Si Electronics operates in the computer equipment sector, focusing on identity authentication, AI solutions, and smart city products, with 74.07% of revenue coming from AI and smart city products [1][2]. - For the period from January to September 2025, the company reported a revenue of 230 million CNY, reflecting a year-on-year growth of 113%, while the net profit attributable to shareholders was -106 million CNY, a 6.20% increase year-on-year [2]. - The company has not distributed any dividends in the past three years, with a total payout of 51.948 million CNY since its A-share listing [3].

Group 1 - Shengxin Lithium Energy plans to acquire 30% equity of Qicheng Mining for 2.08 billion yuan, aiming to hold 100% of Qicheng Mining post-transaction [1] - Qicheng Mining holds a 70.97% stake in Huirong Mining, which has confirmed Li2O resources of 989,600 tons with an average grade of 1.62% [1] - The acquisition is part of Shengxin Lithium Energy's strategy to enhance its lithium resource portfolio [1] Group 2 - Zhongju High-tech intends to repurchase shares worth 300 million to 600 million yuan, with a maximum price of 26 yuan per share [2] - Baili Tianheng plans to repurchase shares valued between 100 million to 200 million yuan, with a maximum price of 546 yuan per share [3] Group 3 - China Aluminum's subsidiary plans to acquire 51% of Yun Aluminum Logistics for approximately 264 million yuan [5] - Yilake Co. will be included in the consolidated financial statements of China Aluminum post-acquisition [5] Group 4 - Salt Lake Co. intends to acquire 51% of Wuku Salt Lake for 4.605 billion yuan, aiming to become the controlling shareholder [6] - The acquisition is part of Salt Lake Co.'s strategy to accelerate the development of a world-class salt lake industry base [6] Group 5 - Cobalt Co. plans to invest 1.741 billion yuan in the expansion of a lead-zinc mining project with an annual capacity of 1.65 million tons [7] - The investment aims to enhance the mining capacity of the Cobalt Co.'s subsidiary [7] Group 6 - Tianyuan Co. is investing 1.483 billion yuan in a new chlorination titanium dioxide project with an annual capacity of 100,000 tons [9] - The project is part of Tianyuan Co.'s expansion strategy in the titanium dioxide market [9] Group 7 - Jiangbo Long plans to purchase the remaining 19% equity of its subsidiary Zilia Eletrônicos for approximately 46.08 million USD [26] - The acquisition aims to strengthen Jiangbo Long's position in the storage business and expand its international investment layout [26] Group 8 - China National Airlines intends to purchase 60 Airbus A320NEO series aircraft at a total catalog price of approximately 9.53 billion USD [33] - The aircraft are scheduled for delivery between 2028 and 2032 [33]

Industry News - The Ministry of Finance and the State Administration of Taxation announced a new policy on the value-added tax for personal housing sales, effective from January 1, 2026. Homes sold within two years of purchase will incur a 3% VAT, while those sold after two years will be exempt from VAT [3]. - The Ministry of Education plans to continue promoting artificial intelligence in education, with related policy documents expected to be released next year [3]. - The Ministry of Industry and Information Technology and other departments issued a digital transformation implementation plan for the automotive industry, aiming for significant improvements in manufacturing capabilities and digital levels by 2027 [3]. - In November 2025, global automobile sales reached 8.59 million units, a year-on-year increase of 1%, with China's global market share rising to 40%, up 1 percentage point from the previous year [3]. - A new generation of the Honghu HH-200 commercial drone developed by Aviation Industry Corporation of China was unveiled, marking a breakthrough in low-altitude logistics transportation technology [4]. - In 2026, China will accelerate the construction of a digital economy, implementing the "East Data West Computing" project and fostering a national integrated data market [4]. - The Beijing Municipal Health Commission issued measures to support the innovation and development of the artificial intelligence industry in the healthcare sector for 2026-2027 [4]. Company News - Tianpu Co., Ltd. announced a cumulative stock price increase of 718.39% from August 22 to December 30, leading to a suspension for verification [5]. - Zijin Mining announced a projected net profit increase of 59%-62% for 2025, driven by rising sales prices of gold, copper, and silver [5]. - Wuzhou New Spring reported a recent reduction of 2.73% in total share capital by its controlling shareholder [5]. - Superjet Co., Ltd. announced the completion of its controlling shareholder's reduction plan [5]. - Jinpan Technology signed a contract for an overseas data center project worth approximately 696 million yuan [5]. - Shengxin Lithium Energy plans to acquire a 30% stake in Qicheng Mining for 2.08 billion yuan, with the latter's lithium mine under development [5]. - Mindray Bio-Medical Electronics announced a cash acquisition of 100% of Wuhan Bikaier Rescue Supplies Co., Ltd., expected to constitute a major asset restructuring [5]. - China National Airlines plans to purchase 60 Airbus A320NEO aircraft at a total catalog price of approximately 9.53 billion USD, with deliveries scheduled between 2028 and 2032 [5].