国科微公告，预计2025年度净利润亏损1.8亿元–2.5亿元，上年同期盈利9715.47万元。报告期内，受市 场环境变化及公司销售策略调整等多重因素影响，公司部分产品销售额下滑，整体营业收入有所减少。 同时，因公司销售的主要产品未上调价格，而随着原材料成本逐步上升，导致报告期内产品毛利率走 低。 ...

证券代码：300672 证券简称：国科微 公告编号：2026-004 湖南国科微电子股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日-2025 年 12 月 31 日 3、所得税费用的影响。依据现行会计政策及企业会计准则相关规定测算，公 1 2、业绩预告情况：预计净利润为负值 | 项 目 | 本报告期 | | 上年同期 | | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | 亏损：18,000万元 – | 25,000万元 | 盈利：9,715.47万元 | | 扣除非经常性损益 后的净利润 | 亏损：21,000万元 – | 28,000万元 | 盈利：1,154.72万元 | 注：本公告中的"万元"均指人民币万元。 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所审计。公司就本次业绩预告有关事项与年报 审计会计师事务所进行了预沟通，双方不存在分歧。 三、业绩变动原因说明 1、研发费用及期间费用的影响。报告期内 ...

证券之星消息，1月26日半导体板块较上一交易日下跌2.38%，国科微领跌。当日上证指数报收于4132.61，下跌0.09%。深证成指报收于 14316.64，下跌0.85%。半导体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) | | | --- | --- | --- | --- | --- | --- | --- | | 688521 | 芯原股份 | 221.81 | 7.36% | 26.80万 | | 60.56 Z | | 688110 | 东芯股份 | 127.69 | 6.14% | 37.12万 | | 48.54亿 | | 688469 | 芯联集成 | 7.61 | 6.14% | 421.85万 | | 32.89亿 | | 6888889 | 新相微 | 24.44 | 5.98% | 29.34万 | | 7.09亿 | | 688172 | 症矢微 | 38.15 | 5.27% | 22.26万 | | 8.29亿 | | 688396 | 华润微 | 68.05 | 4.69% | 34.54万 | | 23.32亿 | ...

进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为7143.34万元。该股近5个交易日累 计上涨12.72%，主力资金合计净流出1.44亿元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月23日，国科微收涨0.15%，收盘价为156.00元，发生1笔大宗交易，合计成交量4.35万股，成交金额 562.97万元。 第1笔成交价格为129.36元，成交4.35万股，成交金额562.97万元，溢价率为-17.08%，买方营业部为广 发证券股份有限公司杭州学院路证券营业部，卖方营业部为华泰证券股份有限公司上海分公司。 ...

1月23日，国科微大宗交易成交4.35万股，成交额562.97万元，占当日总成交额的0.25%，成交价129.36 元，较市场收盘价156元折价17.08%。 | 权益类证券大宗交易(协议交易) | | | | | | | 包 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-23 | 300672 | 国科微 | 129.36 | 4.35 | 562.97 | 广发证券股份有限 | 华泰证券股份有限 | | | | | | | | 公司杭州学院路证 | 公司上海分公司 | | | | | | | | 劳营业部 | | ...

Group 1 - The core viewpoint of the news highlights the positive developments in the commercial aerospace sector, with multiple companies making progress towards IPOs and significant advancements in rocket launch capabilities [1] - Five key enterprises focused on launch vehicles are now actively pursuing the title of "first commercial aerospace stock," indicating a competitive landscape in the industry [1] - The investment opportunities in commercial aerospace can be categorized into three main tracks: the first focuses on launch and manufacturing, the second on core components and systems, and the third on downstream applications and operational services [1] Group 2 - As of January 22, 2026, the China Satellite Industry Index (931594) has seen a strong increase of 3.92%, with notable gains in constituent stocks such as XW Communication (up 10.64%) and China Satcom (up 7.89%) [2] - The Satellite ETF Penghua (563790) closely tracks the China Satellite Industry Index, which includes 50 companies involved in satellite manufacturing, launching, communication, navigation, and remote sensing [2] - By December 31, 2025, the top ten weighted stocks in the China Satellite Industry Index accounted for 63.64% of the index, indicating a concentration of investment in key players like China Satellite and Aerospace Electronics [2]

Group 1 - The core viewpoint of the news is that Guokewi has seen a stock price increase of 5.48%, reaching 156.60 yuan per share, with a trading volume of 1.967 billion yuan and a turnover rate of 6.32%, resulting in a total market capitalization of 33.998 billion yuan [1] - Guokewi, established on September 24, 2008, and listed on July 12, 2017, is primarily engaged in the research and sales of chips related to video decoding, video encoding, solid-state storage, and the Internet of Things, with integrated circuits accounting for 100% of its main business revenue [1] Group 2 - From the perspective of major fund holdings, Guokewi is a significant investment for Guojin Fund, with its Guojin CSI 1000 Index Enhanced A Fund (017846) holding 34,800 shares, unchanged from the previous period, representing 0.64% of the fund's net value, ranking as the eighth largest holding [2] - The Guojin CSI 1000 Index Enhanced A Fund, established on March 22, 2023, has a current scale of 181 million yuan, with a year-to-date return of 8.97%, ranking 1500 out of 5542 in its category, and a one-year return of 57.86%, ranking 793 out of 4256 [2]

Group 1 - The core viewpoint of the news is that Guokai Microelectronics has seen a stock price increase of 5.02%, reaching 146.50 yuan per share, with a trading volume of 8.21 billion yuan and a turnover rate of 2.74%, resulting in a total market capitalization of 31.806 billion yuan [1] - Guokai Microelectronics, established on September 24, 2008, and listed on July 12, 2017, is located in Changsha Economic and Technological Development Zone, Hunan Province, and specializes in the research and sales of chips related to video decoding, video encoding, solid-state storage, and the Internet of Things [1] - The company's main business revenue is entirely derived from integrated circuits, accounting for 100% of its revenue [1] Group 2 - From the perspective of fund holdings, Changxin Fund has a significant position in Guokai Microelectronics, with its Changxin CSI 1000 Index Enhanced A Fund holding 40,800 shares, representing 0.87% of the fund's net value, making it the fifth-largest holding [2] - The Changxin CSI 1000 Index Enhanced A Fund, established on April 20, 2023, has a current scale of 320 million yuan, with a year-to-date return of 8.64%, ranking 1242 out of 5542 in its category, and a one-year return of 60.08%, ranking 651 out of 4243 [2] - The fund manager, Zuo Jinbao, has a tenure of 10 years and 318 days, managing assets totaling 2.19 billion yuan, with the best fund return during his tenure being 168.48% and the worst being -52.72% [2]

Group 1 - The core point of the news is that Guokewi experienced a decline of 5.17% on January 20, with a stock price of 137.32 yuan per share and a total market capitalization of 29.813 billion yuan [1] - Guokewi, established on September 24, 2008, and listed on July 12, 2017, specializes in the research and sales of chips related to video decoding, video encoding, solid-state storage, and the Internet of Things, with integrated circuits accounting for 100% of its main business revenue [1] - The trading volume for Guokewi reached 1.7 billion yuan, with a turnover rate of 5.70% [1] Group 2 - Guojin Fund has one fund heavily invested in Guokewi, specifically the Guojin CSI 1000 Index Enhanced A (017846), which held 34,800 shares, representing 0.64% of the fund's net value, ranking as the eighth largest holding [2] - The fund was established on March 22, 2023, with a current scale of 202 million yuan and has achieved a year-to-date return of 8.81%, ranking 1501 out of 5542 in its category [2] - The fund manager, Li Hongchao, has a tenure of 181 days, with the fund's total assets amounting to 1 billion yuan, and the best and worst returns during his tenure being 22.31% and 14.08%, respectively [2]

Group 1 - The WiFi 6 concept sector experienced a decline of 1.79%, ranking among the top losers in the concept sector, with Cambridge Technology hitting the limit down [1][2] - Within the WiFi 6 sector, 43 stocks saw net outflows from main funds, with 11 stocks experiencing outflows exceeding 100 million yuan, led by Cambridge Technology with a net outflow of 811 million yuan [2][3] - The top gainers in the WiFi 6 sector included Wanlong Optoelectronics, Guokewi, and Unisplendour, which rose by 5.39%, 4.62%, and 2.77% respectively [1][4] Group 2 - The flexible DC transmission concept led the market with a gain of 5.14%, while the WiFi 6 concept was among the worst performers [2] - Major stocks with significant net outflows included Fenghuo Communication, Xinyi Communication, and Tongyu Communication, with net outflows of 674 million yuan, 668 million yuan, and 270 million yuan respectively [2][3] - The top stocks with net inflows included Unisplendour, Oulutong, and Guokewi, with inflows of 523 million yuan, 62.97 million yuan, and 47.50 million yuan respectively [4]