上海瀚讯公告，预计2025年度归属于上市公司股东的净亏损为1.3亿元–9500万元，上年同期为亏损1.24 亿元；扣除非经常性损益后的净亏损为1.64亿元–1.29亿元，上年同期为亏损1.5亿元。预计2025年公司 业绩较去年有所回升，主要系主营业务收入有所回升，整体销售回款有所好转，公司计提的减值损失较 去年同期有所下降；但由于部分行业领域销售订单未达预期，公司综合毛利率有所下降，导致公司净利 润为负。 ...

南财智讯1月26日电，上海瀚讯发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为亏 损9,500万元—13,000万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为亏损 12,866万元—16,366万元；业绩变动原因说明：1、2025年公司业绩较去年有所回升，主要系主营业务收 入有所回升，整体销售回款有所好转，公司计提的减值损失较去年同期有所下降；但由于部分行业领域 销售订单未达预期，公司综合毛利率有所下降，导致公司净利润为负。2、本报告期非经常性损益主要 包括政府补助等。报告期内，非经常性损益对当期净利润的影响约为3,366万元，上年同期非经常性损 益对2024年度归属于母公司的净利润的影响金额为2,637.91万元。 ...

证券代码：300762 证券简称：上海瀚讯 公告编号：2026-006 上海瀚讯信息技术股份有限公司 了《关于总经理变更的议案》，经公司董事会提名委员会审查，公司董事会 同意聘任叶斌先生（简历见附件）为公司总经理，任期自董事会审议通过之 日起至本届董事会任期届满。 三、备查文件 1、第四届董事会第二次临时会议决议； 关于总经理变更的公告 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、总经理辞职的情况 上海瀚讯信息技术股份有限公司（以下简称"公司"）董事会于近日收 到胡世平先生提交的辞职报告，胡世平先生因工作安排原因申请辞去公司总 经理职务，其原定任期至第四届董事会届满之日止。根据《公司法》《深圳 证券交易所上市公司自律监管指引第2号——创业板上市公司规范运作》及 《公司章程》等相关规定，其辞职报告自送达公司董事会生效。 胡世平先生辞去公司总经理职务后，仍继续担任公司董事长、董事会战 略委员会委员、董事会薪酬委员会委员职务。 截至本公告披露日，胡世平先生未直接持有公司股票，通过上海双由信 息科技有限公司间接持有公司2.43%的股份。胡世平先生不存在应当履行 ...

证券代码：300762 证券简称：上海瀚讯 公告编号：2026-005 上海瀚讯信息技术股份有限公司 第四届董事会第二次临时会议决议公告 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、董事会会议召开情况 上海瀚讯信息技术股份有限公司（以下简称"公司"）第四届董事会第二次 临时会议于2026年1月25日在公司会议室以现场结合通讯的方式召开，会议通知 已于2026年1月22日通过邮件的方式送达全体董事。会议应出席董事7人，实际出 席董事7人。会议由公司董事长胡世平先生主持。本次会议的召集、召开及程序 符合《公司法》和《公司章程》的有关规定，合法有效。 二、董事会会议审议情况 经与会董事认真审议，形成如下决议： （一） 审议通过《关于总经理变更的议案》 经过公司董事会提名委员会审查，董事会同意聘任叶斌先生为公司总经理， 任期自董事会审议通过之日起至本届董事会任期届满。具体内容详见公司同日披 露于巨潮资讯网（http://www.cninfo.com.cn）的《关于总经理变更的公告》。 本议案已经董事会提名委员会审议通过。 表决结果：同意 7 票；反对 0 票； ...

数据显示，金信基金旗下1只基金重仓上海瀚讯。金信景气优选混合A（018375）四季度持有股数1.11万 股，占基金净值比例为3.98%，位居第八大重仓股。根据测算，今日浮亏损失约2.76万元。 1月26日，上海瀚讯跌5.07%，截至发稿，报46.59元/股，成交16.53亿元，换手率5.53%，总市值292.57 亿元。 资料显示，上海瀚讯信息技术股份有限公司位于上海市嘉定区鹤友路258号，成立日期2006年3月20日， 上市日期2019年3月14日，公司主营业务涉及公司主要从事行业宽带移动通信设备的研发、制造、销售 及工程实施。主营业务收入构成为：宽带移动通信设备99.62%，其他产品0.38%。 从基金十大重仓股角度 截至发稿，杨超累计任职时间4年262天，现任基金资产总规模22.33亿元，任职期间最佳基金回报 115.27%， 任职期间最差基金回报-22.52%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及 ...

Group 1 - The core viewpoint of the report emphasizes that the demand for AI computing power will continue to grow and diversify in 2026, extending from data centers to network edges and even internal terminals [8][13][27] - The report highlights the significant capital expenditure (Capex) growth driven by business revenue, with major cloud service providers like Google, Microsoft, and Amazon showing consistent revenue growth exceeding 20% year-on-year [27][31][35] - The report identifies the increasing importance of silicon photonics technology, particularly the 1.6T optical module, which is expected to maintain accelerated growth and enhance the global market share of domestic optical chips and devices [7][54][70] Group 2 - The report discusses the emergence of new technologies such as Scale-UP supernodes and their impact on optical link demand, indicating that these technologies will drive additional link requirements in 2026 [7][9][66] - It notes that the AI infrastructure is experiencing a high level of prosperity, with significant investments in data centers and AI capabilities expected to continue, particularly in the U.S. [47][49][53] - The report anticipates that the integration of silicon photonics will significantly increase its market penetration, projecting that by 2026, over half of optical module sales will come from silicon photonics solutions [70][75]

Market Overview - The Shanghai Composite Index closed at 4136.16 points, up 0.33%, with a trading volume of 1.3369 trillion yuan. The Shenzhen Component Index rose 0.79% to 14439.66 points, with a trading volume of 1.7484 trillion yuan. The ChiNext Index increased by 0.63% to 3349.50 points, with a trading volume of 822.63 billion yuan. The STAR Market 50 Index closed at 1553.71 points, up 0.78%, with a trading volume of 110.8 billion yuan. The total trading volume of both markets was 3.0853 trillion yuan, an increase of 393.5 billion yuan compared to the previous trading day [1]. Sector Performance - The market saw more sectors gaining than losing, with notable increases in power equipment, non-ferrous metals, precious metals, defense and military, steel, media, computer, environmental protection, and textile and apparel sectors. Concepts such as perovskite batteries, commercial aerospace, satellite internet, sapphire, lithium mining, cultivated diamonds, small metals, gold, and interactive short dramas were particularly active. In contrast, sectors like communication, insurance, banking, coal, and home appliances experienced declines [1]. Individual Stock Performance - A total of 3707 stocks rose, while 1336 stocks fell, with 134 stocks remaining flat and 6 stocks suspended. Excluding newly listed stocks, there were 120 stocks hitting the daily limit up and 2 stocks hitting the limit down [2]. - Among the stocks that hit the daily limit up, 23 stocks had consecutive limit-up days of 2 or more, with Fenglong Co., Ltd. leading with 18 consecutive limit-ups [3]. Capital Flow - The net capital outflow from the two markets was 4.167 billion yuan, with the ChiNext seeing a net inflow of 1.515 billion yuan. The CSI 300 index experienced a net outflow of 1.005 billion yuan, while the STAR Market saw a net outflow of 3.171 billion yuan. Out of 31 sectors, 13 sectors had net capital inflows, with the power equipment sector leading with a net inflow of 8.977 billion yuan [4][6]. - The top sectors with net inflows included non-ferrous metals (4.552 billion yuan), media (2.173 billion yuan), and defense and military (2.157 billion yuan). Conversely, the communication sector had the highest net outflow of 7.992 billion yuan, followed by electronics (6.350 billion yuan) and machinery (5.077 billion yuan) [4][6]. Notable Stocks - 191 stocks had net capital inflows exceeding 1 billion yuan, with Jin Feng Technology receiving the highest net inflow of 1.861 billion yuan. Other notable stocks included Lens Technology (1.594 billion yuan), Qian Zhao Optoelectronics (1.267 billion yuan), and Xian Dao Intelligent (1.217 billion yuan) [7][8]. - Conversely, 116 stocks experienced net capital outflows exceeding 1 billion yuan, with Xin Yi Sheng leading with a net outflow of 3.471 billion yuan, followed by Zhong Ji Xu Chuang (3.103 billion yuan) and Li Ou Shares (2.604 billion yuan) [10][11]. Institutional Activity - Institutional investors had a net selling of approximately 1.02 billion yuan, with 22 stocks seeing net purchases and 14 stocks net sales. Jin Feng Technology was the most purchased stock by institutions, with a net purchase amount of approximately 266 million yuan [13][14].

Group 1 - The main stocks with significant capital inflow as of January 23 include Longi Green Energy (2.692 billion), Aerospace Electronics (1.886 billion), and Goldwind Technology (1.832 billion) [1] - Longi Green Energy experienced a price increase of 10.01% with a capital inflow of 2.692 billion [2] - Aerospace Electronics and China Satellite both saw a price increase of 10% with capital inflows of 1.886 billion and 1.483 billion respectively [2][3] Group 2 - Jin Feng Technology had a price increase of 10% and a capital inflow of 1.832 billion, indicating strong investor interest in wind energy equipment [2] - The stock of 乾照光电 (Qianzhao Optoelectronics) surged by 20.01% with a capital inflow of 1.270 billion, highlighting its performance in the optical and optoelectronic sector [2] - Other notable stocks include Yunnan Zhiye (5.27 billion) and Han's Information (5.05 billion), both showing positive capital inflows and price increases [3]

Core Insights - The main focus of the news is on the significant inflow of capital into specific stocks, highlighting the top 20 stocks with the highest capital inflow as of January 23, with notable performances in various sectors such as photovoltaic equipment, wind power, and aerospace [1][2][3] Group 1: Capital Inflow Data - Longi Green Energy leads with a capital inflow of 2.503 billion yuan and a price increase of 10.01% [2] - Goldwind Technology follows with 1.735 billion yuan and a price increase of 10% [2] - Aerospace Electronic has a capital inflow of 1.718 billion yuan with a price increase of 9.86% [2] - Lens Technology shows a strong performance with a capital inflow of 1.343 billion yuan and a price increase of 13.52% [2] - China Satellite has a capital inflow of 1.200 billion yuan and a price increase of 8.86% [2] Group 2: Sector Performance - The photovoltaic equipment sector is represented by Longi Green Energy and Oriental Sunrise, with inflows of 2.503 billion yuan and 658 million yuan respectively [2][3] - The wind power equipment sector is highlighted by Goldwind Technology with an inflow of 1.735 billion yuan [2] - The aerospace sector includes Aerospace Electronic and China Satellite, with inflows of 1.718 billion yuan and 1.200 billion yuan respectively [2] - The optical and semiconductor sectors are represented by Qian Zhao Optoelectronics and Zhen Lei Technology, with inflows of 1.172 billion yuan and 533 million yuan respectively [2][3]

（文章来源：每日经济新闻） 每经AI快讯，1月23日，商业航天指数再度走强，成分股普涨。其中，天银机电、超捷股份涨超8%，通 宇通讯涨超7%，上海瀚讯、斯瑞新材涨超5%。 ...