受益于AI发展浪潮所带来的算力基础设施需求爆发，印制电路板（PCB）行业相关上市公司业绩普遍预喜。 昊志机电预增超54% 1月23日晚，昊志机电（300503）发布2025年度业绩预告，预计全年净利润为1.28亿元至1.65亿元，同比增长54.4%至99.03%；扣非净利润预计为0.77亿元 至1.12亿元，同比增长79.77%至163.19%。 | 分时 | 日 K | ... | | Al-F10 诊股 | | 見示 V | 画线 | | | 吴志机电 300503 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 17 WE | | g | * * * * * * * * | Aa | . C | ITT | | | 71.65↑ +4.39 +6.53% | | | | | | 业绩预计大增 周期股 | | | 现金很少 | | | | | | +自洗 | 通 创 | | | 通用设备 +1.61% | | | | | | Y MA MA5: ...

Core Viewpoint - The PCB industry is experiencing significant growth driven by the demand for AI computing infrastructure and the upgrade of consumer electronics, leading to positive earnings forecasts for related listed companies, such as昊志机电 and 胜宏科技 [1][3][5] Company Performance - 昊志机电 expects a net profit of 128 million to 165 million yuan for 2025, representing a year-on-year increase of 54.4% to 99.03%, with a non-net profit forecast of 77 million to 112 million yuan, reflecting a growth of 79.77% to 163.19% [1][3] - 胜宏科技 anticipates a net profit of 4.16 billion to 4.56 billion yuan for 2025, indicating a year-on-year increase of 260.35% to 295% [3][5] Market Drivers - The growth in the PCB industry is attributed to the rapid increase in demand for AI computing infrastructure and the continuous upgrade of consumer electronics, which has significantly boosted sales of specialized processing equipment [3][5] - The sales revenue of PCB spindle products from 昊志机电 reached 169 million yuan, marking an increase of 83.99% [3] Industry Trends - The PCB market is entering a high prosperity cycle due to the explosive growth of AI applications, with increasing demand for high-density interconnect (HDI) and multi-layer boards [7] - Consulting firm Prismark predicts a global PCB market value growth of approximately 5.8% in 2024 and 6.8% in 2025, with a compound annual growth rate of about 5.2% expected until 2029 [7] Competitive Landscape - Companies like 金安国纪 and 东威科技 are also forecasting significant profit growth, with 金安国纪 expecting a net profit of 280 million to 360 million yuan, reflecting a year-on-year increase of 655.53% to 871.40% [6][7] - The industry is witnessing a trend of domestic companies enhancing their production capacity and focusing on high-end products to maintain competitive advantages in the global market [5][6]

多家A股公司预计2025年业绩大增。 此外，随着下游需求回暖向好，公司产能利用率提升，规模效应显现;叠加内部管理优化，毛利率与净 利率同步提升，公司盈利能力稳步上行。 公司表示，2025年"海普存储"首次实现年度规模盈利。香农芯创主要从事电子元器件分销及家用电器核 心零部件的研发、生产与销售等。 神工股份：硅零部件业务收入快速增长 1月23日晚间，神工股份发布2025年年度业绩预告，公司预计2025年年度归属于母公司所有者的净利润 实现9000万元到1.1亿元，同比增长118.71%到167.31%。公司预计2025年年度实现营业收入为4.3亿元到 4.5亿元，与上年同期相比增长42.04%到48.65%。 对于2025年业绩增长的原因，公告称，报告期内，全球半导体市场持续回暖。其中，海外市场受到人工 智能需求拉动，高端逻辑、存储芯片制造厂开工率持续提升，资本开支有所增加，带动公司大直径硅材 料业务收入稳步增长。 国内市场方面，中国本土市场国产替代加速，资本开支持续增长，特别是存储芯片制造厂在技术和产能 两方面紧跟全球先进水平，对关键耗材需求增加，带动公司硅零部件业务收入快速增长。 其中，2025年"大牛股" ...

Group 1 - JunDa Co., Ltd. announced that the comprehensive cost-effectiveness of perovskite photovoltaic technology in extreme space environments remains to be verified [2][5] - The company has invested 30 million yuan to acquire a 16.67% stake in Starwing Chip Energy, but no formal business agreement has been signed for space photovoltaic projects [2][5] - The technology shows potential advantages in lightweight, low cost, and high radiation resistance, but long-term reliability and cost-effectiveness in space are still uncertain [2][5] Group 2 - Aotewei stated that the "space photovoltaic" sector is still in the early exploration and research phase, with significant uncertainties in the industrialization process [3] - The company emphasized that product development to commercial application requires a considerable period, and the impact of related positive expectations on actual operating performance is highly uncertain [3] Group 3 - Tongyu Communications announced its participation in the A1 round financing of Beijing Blue Arrow Hongqing Technology, investing 30 million yuan for a 1.8293% stake [3] - The company will transition from direct to indirect ownership of Hongqing Technology through a partnership agreement [3] Group 4 - Huajin Technology received approval from the China Securities Regulatory Commission for the issuance of H-shares, planning to issue up to 101,573,100 shares [4] - Trina Solar announced a change in the use of remaining raised funds, reallocating 1.7 billion yuan to a new project for distributed smart photovoltaic power station construction [4][5] Group 5 - Yunnan City Investment plans to publicly transfer a 10.5% stake in Qicai Company with a base price of 293 million yuan [6] - Zijin Mining announced the completion of the second phase of the Giant Dragon Copper Mine, increasing production capacity to 350,000 tons per day [6] Group 6 - Shuaifeng Electric expects a net profit loss of 43 million to 62 million yuan in 2025, with potential delisting risk warnings for its stock [7] - Anqi Yeast plans to invest 222 million yuan in a green manufacturing project for yeast products with an annual output of 12,000 tons [7] Group 7 - Zhengzhou Coal and Electricity announced the cessation of production at the Chaohua Coal Mine due to resource depletion and safety risks, expecting a 311 million yuan impairment loss [8] - Oujing Technology announced partial production line shutdowns at its subsidiaries to reduce losses and operating costs [8] Group 8 - North Car Blue Valley plans to invest in the construction of a high-end platform model industrialization and digital upgrade project with a total investment of 1.991 billion yuan [9] - Jingzhida signed a significant contract worth 1.311 billion yuan for semiconductor testing equipment [9] Group 9 - Yanghe Co. announced a cash dividend plan for 2025-2027, committing to distribute no less than 100% of net profit each year [10] - Yanghe Co. also projected a net profit decline of 62.18% to 68.30% for 2025 due to market adjustments and increased channel inventory [10] Group 10 - Huitong Energy expects a net profit decrease of 69.51% to 75.82% for 2025, primarily due to the absence of non-recurring income from property relocation rewards [11] - Dahua Co. reported a net profit increase of 32.65% for 2025, driven by business optimization and cost control [12] Group 11 - Hangzhou Bank reported a net profit increase of 12.05% for 2025, maintaining a stable non-performing loan ratio [12] - Aotejia expects a net profit increase of 41.85% to 79.67% for 2025, supported by sales growth and cost control measures [12] Group 12 - Shenke Co. anticipates a net profit increase of 65.75% to 98.9% for 2025, benefiting from overseas strategy and revenue growth [13] - Pioneering Technology expects a net profit increase of 50.82% to 109.21% for 2025, driven by product technology iterations and market expansion [13] Group 13 - Shanchuang Technology expects a net profit increase of 81.77% to 134.78% for 2025, fueled by demand for enterprise-level storage products [14] - Anshuo Information anticipates a net profit increase of 52.44% to 98.83% for 2025, with government subsidies contributing to the growth [14] Group 14 - Zhongwei Company expects a net profit increase of 28.74% to 34.93% for 2025, driven by increased customer recognition of its plasma etching equipment [15] - Jingfang Technology anticipates a net profit increase of 44.41% to 52.32% for 2025, benefiting from the automotive industry's growth [16] Group 15 - Fuda Alloy expects a net profit increase of 119.14% to 219.95% for 2025, driven by strong demand in emerging applications [17] - Feirongda anticipates a net profit increase of 57.23% to 83.43% for 2025, supported by stable growth in communication and cooling business [17] Group 16 - Licheng Performing Arts expects a net profit decrease of 12.75% to 32.21% for 2025, impacted by regional travel environment fluctuations [22] - Lisheng Pharmaceutical anticipates a net profit increase of 116.77% to 138.44% for 2025, driven by market expansion and product sales [23] Group 17 - JMC reported a net profit decrease of 22.71% for 2025, despite a 2.07% increase in total revenue [27] - Daoshi Technology expects a net profit increase of 206.01% to 269.76% for 2025, driven by overseas business expansion [28] Group 18 - Jin Kai New Energy plans to repurchase shares worth 500 million to 600 million yuan, with a maximum repurchase price of 7.5 yuan per share [29] - Longyun Co. announced a stock suspension due to plans to acquire a 58% stake in Yuheng Film Industry [30]

Core Viewpoint - Several companies are projected to experience significant increases in net profit for 2025, with some showing growth rates exceeding 200% [1] Group 1: Company Projections - 永创智能 is expected to see a net profit increase of 721.57% to 894.86% in 2025 [1] - 福达合金 anticipates a net profit growth of 119.14% to 219.95% for 2025 [1] - 西菱动力 projects a net profit increase of 77.82% to 117.33% in 2025 [1] - 昊志机电 expects a net profit growth of 54.4% to 99.03% for 2025 [1] - 神工股份 forecasts a net profit increase of 119% to 167% in 2025 [1] - 联创光电 anticipates a net profit growth of 80.36% to 120.57% for 2025 [1] - 道氏技术 projects a substantial net profit increase of 206.01% to 269.76% in 2025 [1] - 香农芯创 expects a net profit growth of 82% to 135% for 2025 [1] - 奥特佳 anticipates a net profit increase of 41.85% to 79.67% in 2025 [1] - 双一科技 projects a net profit growth of 80% to 100% for 2025 [1] - 飞荣达 expects a net profit increase of 57.23% to 83.43% in 2025 [1] - 晶方科技 anticipates a net profit growth of 44.41% to 52.32% for 2025 [1] - 中微公司 projects a net profit increase of 28.74% to 34.93% in 2025 [1] - 派能科技 expects a net profit growth of 50.82% to 109.21% for 2025 [1]

受益于AI发展浪潮所导致的算力基础设施需求爆发，PCB(印制电路板)行业相关上市公司业绩普遍预 喜。 1月23日晚，昊志机电（300503）发布2025年度业绩预告，预计全年净利润为1.28亿元至1.65亿元，同比 增长54.4%至99.03%，扣非净利润预计为0.765亿元至1.12亿元，同比增长79.77%至163.19%。 昊志机电称，业绩增长主要得益于AI算力基础设施和消费电子升级推动的PCB市场需求增长，以及国产 替代加速和技术创新。 东威科技(688700)预计公司2025年净利润倍增，主要得益于报告期内PCB东南亚投资潮、人工智能、算 力等领域快速发展带来的新机遇，公司PCB电镀设备订单持续增长，带动整体业绩稳步提升，较上年业 绩实现大幅增长。 覆铜板龙头企业金安国纪预计其2025年净利润为2.8亿元至3.6亿元，同比增长655%至871%，业绩增长 的主要原因系覆铜板市场行情有所好转，公司覆铜板产销数量同比增长、销售价格有所回升，同时公司 进一步聚焦主业、优化产品结构，提高盈利水平。 据了解，近年来，AI应用的爆发式发展显著拉动了高端印制电路板的市场需求，推动行业步入高景气 周期。以AI服务器 ...

证券日报网讯 1月23日，昊志机电（300503）发布2025年度业绩预告称，公司预计2025年归属于上市公 司股东的净利润为12，800万元~16，500万元，比上年同期8，290.04万元增长54.40%~99.03%。 ...

Major Announcements - Huayi Co., Ltd. has applied for a 5-day extension to respond to the Shanghai Stock Exchange's inquiry regarding its acquisition matters due to the need for further confirmation and improvement of certain issues [1] - Shuaifeng Electric is expected to report a net loss of 43 million to 62 million yuan for 2025, with revenue projected between 210 million and 250 million yuan, potentially leading to a delisting risk warning for its stock [1] - Zijin Mining's second phase of the Julong Copper Mine has commenced production, increasing its total production capacity to 350,000 tons per day, with plans for a third phase that could significantly enhance copper output [1] Performance Forecasts - Yongchun Intelligent expects a net profit of 128 million to 155 million yuan for 2025, representing a year-on-year increase of 721.57% to 894.86% [3] - Fuda Alloy anticipates a net profit of 100 million to 146 million yuan for 2025, with a growth of 119.14% to 219.95% driven by expanding demand in emerging sectors [4] - Xiling Power forecasts a net profit of 90 million to 110 million yuan for 2025, reflecting a year-on-year increase of 77.82% to 117.33% due to rising sales in automotive parts [4] - Haoshi Electromechanical expects a net profit of 128 million to 165 million yuan for 2025, with a growth of 54.4% to 99.03% attributed to increased demand in the PCB market [4] - Shenkong Co., Ltd. predicts a net profit of 90 million to 110 million yuan for 2025, with a growth of 118.71% to 167.31% driven by the recovery in the semiconductor market [5] - Lianchuang Optoelectronics anticipates a net profit of 435 million to 532 million yuan for 2025, representing a growth of 80.36% to 120.57% [5] - Xiangnong Chip expects a net profit of 480 million to 620 million yuan for 2025, with a growth of 81.77% to 134.78% driven by demand for enterprise-level storage products [6] - Shuangyi Technology forecasts a net profit of 155 million to 172 million yuan for 2025, reflecting a growth of 80% to 100% [6] - Feirongda anticipates a net profit of 360 million to 420 million yuan for 2025, with a growth of 57.23% to 83.43% [8] - Jingfang Technology expects a net profit of 365 million to 385 million yuan for 2025, representing a growth of 44.41% to 52.32% [9] - Youbuxun predicts a net profit of 72 million to 107 million yuan for 2025, marking a turnaround from a loss of 150 million yuan in the previous year [10] - Zhongwei Company anticipates a net profit of 2.08 billion to 2.18 billion yuan for 2025, with a growth of 28.74% to 34.93% [11] Loss Forecasts - Shanying International expects a net loss of 850 million to 1 billion yuan for 2025, compared to a loss of 451 million yuan in the previous year [12] - Baiyin Nonferrous Metals anticipates a net loss of 450 million to 675 million yuan for 2025, a significant decline from a profit of 8.08 million yuan in the previous year [13] - Zhengzhou Coal Electricity plans to stop production at the Chao Hua Coal Mine due to resource depletion, expecting to recognize a 311 million yuan impairment loss [17] - Changcheng Electric forecasts a net loss of approximately 315 million yuan for 2025, compared to a loss of 225 million yuan in the previous year [17] - Standard Co. expects a net loss of 120 million to 140 million yuan for 2025, with a reduction in losses compared to the previous year [17] - Hongqingtian anticipates a net loss of 100 million to 150 million yuan for 2025, with a decline in revenue due to weak consumer demand [17]

昊志机电（300503）1月23日发布2025年业绩预增公告，预计实现净利润为1.28亿元~1.65亿元，净利润 同比增长54.40%~99.03%。 证券时报·数据宝统计显示，昊志机电今日收于71.65元，上涨6.53%，日换手率为19.86%，成交额为 33.64亿元，近5日上涨13.87%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布后 当日股价上涨的占比65.31%，股价发布当日股价涨停的有9家。预告发布后5日股价上涨的占比 79.59%。 资金面上，该股今日主力资金净流入8510.83万元，近5日资金净流入3.21亿元。 （文章来源：证券时报网） ...

昊志机电（300503）1月23日公告，公司预计2025年归母净利润1.28亿元—1.65亿元，同比增长54.4%— 99.03%。 昊志机电表示，受益于AI算力基础设施和消费电子升级带来的PCB市场需求增长，以及国产替代加速和 技术创新的推动，公司PCB专用加工设备及多类主轴产品销售收入同比大幅提升。在规模效应带动下， 产品毛利率有所提高，整体经营能力增强，推动2025年归属于上市公司股东的净利润实现较大幅度增 长。 另外，报告期昊志机电预计非经常性损益对归属于上市公司股东的净利润影响金额约为3350万—5000万 元，上年同期为4034.53万元。 随着商业航天产业发展提速及国产化需求持续增强，商业航天产业有望在2026—2027年进入规模化发展 阶段，或将带来更快的市场增长。昊志机电将结合自身技术优势及业务布局，审慎把握行业发展带来的 机遇，有望在增量市场中获得更多订单机会。 机器人业务方面，昊志机电目前形成了"N+1+3"的格局，其中"N"是指减速器、低压驱动、力矩传感 器、无框力矩电机、编码器等机器人核心零部件，"1"是指以协作机器人为载体，"3"是指三大业务场 景：生活美容、工厂上下料、新能源汽车 ...