| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300065 | 海兰信 | 4.36 Z | 11.84% | -6940.52万 | -1.88% | -3.6714 | -9.95% | | 300589 江龙船艇 | | 34.37万 | 0.09% | 915.82万 | 2.38% | -950.19万 | -2.47% | | 300600 | 国瑞科技 | -567.88万 | -6.85% | 117.68万 | 1.42% | - 450.20万 | 5.43% | | 300810 | 出典求日 | -817.36万 | -5.83% | -9373.00 | -0.01% | 818.30万 | 5.84% | | 601890 亚星锚链 | | -1773.83万 | -4.95% | -1051.70万 | -2.93% | 2825.53万 | 7.88% | | 600764 | 中 ...

格隆汇1月30日｜中科海讯公告，预计2025年度净利润为负值，预计归属于上市公司股东的净利润 为-5000万元至-3500万元，上年同期为-2613.83万元；扣除非经常性损益后的净利润为-5100万元至-3600 万元，上年同期为-2828.34万元。主要原因是公司于2025年5月推出限制性股票激励计划，新增确认股 份支付相关成本费用910.11万元，以及特种产品税收政策调整影响，其他收益较上年同期减少1517.47万 元。 ...

南财智讯1月30日电，中科海讯发布2025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-3500万元—-5000万元；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-3600万 元—-5100万元。2025年度，公司持续深耕主营业务，稳步推进产品创新和迭代升级，强化项目全流程 精细化管理。本报告期，公司按要求完成产品交付，业务规模稳步增长，营业收入较上年同期增长超过 30%，营业毛利较上年亦同比增长，归属于上市公司股东的净利润较2024年度有所下降，主要是由于： 1、为建立健全长效激励机制，充分调动员工积极性，公司于2025年5月推出限制性股票激励计划。受此 影响，本期新增确认股份支付相关成本费用910.11万元。2、受特种产品税收政策调整影响，公司2025 年度其他收益较上年同期减少1517.47万元。3、2025年度，公司持续加大应收账款催收力度，本报告期 应收账款回款总金额较2024年度实现增长，但由于应收账款余额总体仍处于较高水平，本期计提信用减 值损失较上年同期有所增加。 ...

中科海讯公告，预计2025年度净利润为负值，预计归属于上市公司股东的净利润为-5000万元至-3500万 元，上年同期为-2613.83万元；扣除非经常性损益后的净利润为-5100万元至-3600万元，上年同期 为-2828.34万元。主要原因是公司于2025年5月推出限制性股票激励计划，新增确认股份支付相关成本 费用910.11万元，以及特种产品税收政策调整影响，其他收益较上年同期减少1517.47万元。 ...

北京中科海讯数字科技股份有限公司 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 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | | 本报告期 | 上年同期 | | | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | -5,000 | ～ | -3,500 | -2,613.83 | | 扣除非经常性损益后的净利润 | -5,100 | ～ | -3,600 | -2,828.34 | 证券代码：300810 证券简称：中科海讯 公告编号：2026-003 1、为建立健全长效激励机制，充分调动员工积极性，公司于 2025 年 5 月推出限制性 股票激励计划。受此影响，本期新增确认股份支付相关成本费用 910.11 万元。 2、受特种产品税收政策调整影响，公司 2025 年度其他收益较上年同期减少 1,517.47 万元。 3、2025 年 ...

从资金流向上来看，当日航海装备板块主力资金净流入7416.14万元，游资资金净流出4187.8万元，散户 资金净流出3228.33万元。航海装备板块个股资金流向见下表： 证券之星消息，1月28日航海装备板块较上一交易日下跌0.57%，海兰信领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。航海装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) | | --- | --- | --- | --- | --- | --- | | 300589 | 江龙船艇 | 18.12 | 0.89% | 28.94万 | 5.29亿 | | 300810 | 中科海讯 | 41.30 | 0.58% | 4.47万 | · 1.84亿 | | 600685 | 中船防务 | 33.15 | 0.00% | 17.09万 | 5.67亿 | | 601890 | 亚星锚链 | 10.84 | -0.18% | 1 31.38万 | 3.40亿 | | 600150 | 中国船舶 | 34.69 | -0.60% | 95 ...

Core Insights - The report emphasizes that China's asset value has significant room for revaluation, with the stock market expected to experience a slow bull market in 2025, driven by the transition from old to new economic drivers and the increasing share of the tertiary industry [6] - The report highlights that the liquidity environment is expected to remain supportive for the stock market in 2026, with potential interest rate cuts in China and a narrowing of interest rate differentials between China and the US [7] - The report anticipates a turning point in corporate earnings and valuations in the A-share market, with a projected profit growth rate of around 12% in 2026 [8] Economic News - The report notes that retail sales in various sectors, including home appliances and tourism, have shown significant year-on-year growth, indicating a recovery in consumer spending [2] - The People's Bank of China has announced measures to enhance offshore RMB liquidity, which may positively impact market confidence and investment [2] - The report mentions that foreign direct investment in China has increased, particularly in high-tech industries, reflecting a positive trend in attracting foreign capital [2] Industry Analysis - The report discusses the ongoing transformation of China's manufacturing sector, with a shift towards high-value-added services and technology-driven industries, which is expected to enhance the profitability of Chinese assets [6] - The report highlights the expected growth in the lithium industry, driven by the demand for electric vehicles and energy storage systems, with a projected compound annual growth rate (CAGR) of 21% for lithium demand from 2024 to 2027 [21] - The report indicates that the rare earth industry is undergoing a structural optimization, with supply constraints and increasing demand from sectors like electric vehicles and renewable energy, which may lead to price increases and improved profitability for related companies [17][18] Company Recommendations - The report recommends several stocks for 2026, including Torch Electronics, which is expected to benefit from improving industry conditions, and Guoli Electronics, which has a strong position in the semiconductor and new energy sectors [13] - Other recommended companies include Huace Navigation, which is poised to benefit from the Beidou satellite system, and Kingsoft Office, which is expected to see growth in its software business [13][14] - The report also highlights the potential of companies in the lithium and rare earth sectors, such as Zhongmin Resources and Jinyang Salt, due to the anticipated growth in demand for these materials [20][21]

Core Insights - The report emphasizes the significant potential for asset value re-evaluation in China, predicting a slow bull market in the stock market by 2025 as a reflection of this process [3] - The report highlights the ongoing transformation of China's economy towards high-value service industries, with a notable shift from traditional manufacturing to technology-driven sectors [3] - The anticipated liquidity support for the stock market is expected to facilitate the return of overseas capital and encourage domestic investment in equities [4] - The report forecasts a recovery in corporate earnings and valuation expansion, suggesting a transition from valuation-driven growth to earnings-driven growth in the A-share market [5] - The report identifies favorable factors for economic recovery, including the implementation of the "14th Five-Year Plan" and a shift from passive to active inventory replenishment [6][7] - Investment styles are expected to shift towards a more balanced approach, with growth and cyclical sectors outperforming others as consumer recovery becomes more likely [8] Company Recommendations - Torch Electronics (603678.SH): The company is experiencing improved industry conditions, with significant growth in its three main business segments, achieving a revenue of 1.772 billion yuan in the first half of 2025, a 24.20% year-on-year increase [15] - Guoli Electronics (688103.SH): A leading player in vacuum devices, the company has seen rapid revenue growth, reaching 569 million yuan in the first half of 2025, a 70.49% increase year-on-year, driven by demand in the semiconductor and new energy sectors [20] - Huace Navigation (300627.SZ): The company is positioned to benefit from the North Star initiative, with a revenue of 3.251 billion yuan in 2024, reflecting a 21.38% year-on-year growth [23] - Kingsoft Office (688111.SH): The company reported a revenue of 4.178 billion yuan in the first three quarters of 2025, a 15.21% increase year-on-year, driven by strong growth in its WPS software business [30] - Zhejiang Xiantong (603239.SH): The company has established itself as a leader in the automotive sealing strip industry, benefiting from the rising demand for high-end automotive products [33] - Zhongke Haixun (300810.SZ): The company is developing comprehensive deep-sea technology solutions, positioning itself as a leader in underwater acoustics [10] - Jinyinhe (300619.SZ): The company is the largest producer of rubidium and cesium salts globally, with a strong growth outlook as it reaches full production capacity [10] - Anji Food (603345.SH): The company has quickly adapted to market changes, demonstrating clear growth potential [10]

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300065 | 海兰信 | 2145.38万 | 0.64% | 3856.81万 | 1.14% | -6002.19万 | -1.78% | | 300810 中科海讯 | | -767.68万 | -4.18% | 113.65万 | 0.62% | 654.03万 | 3.57% | | 600764 中国海防 | | -795.22万 | -2.42% | -797.61万 | -2.42% | 1592.82万 | 4.84% | | 601890 亚星锚链 | | -1828.27万 | -3.17% | -498.12万 | -0.86% | 2326.40万 | 4.03% | | 300600 国瑞科技 | | -2058.76万 | -17.08% | 94.66万 | 0.79% | 1964.10万 | 16.30% | | 300589 ...

证券时报·数据宝统计，截至发稿，中科海讯最新股价为40.61元，下跌2.29%，本期筹码集中以来股价 累计下跌1.88%。具体到各交易日，5次上涨，5次下跌。 公司发布的三季报数据显示，前三季公司共实现营业收入1.45亿元，同比下降0.41%，实现净利 润-7692.22万元，同比增长16.27%，基本每股收益为-0.6599元。（数据宝） 中科海讯1月23日披露，截至1月20日公司股东户数为20468户，较上期（1月10日）减少1781户，环比降 幅为8.00%。 （文章来源：证券时报网） ...