2026年1月16日，创业板新能源ETF华夏（159368）上涨1.04%，持仓股震裕科技涨超7%，迈为股份涨 超6%，新宙邦涨超2%。 4万亿聚焦新型电力系统，储能作为新能源消纳与跨区输电的调节核心，将显著受益于"沙戈荒"风光基 地、特高压配套与配网升级项目，独立储能与共享储能订单加速释放。 创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 （159368）高弹性，涨幅可达20cm；费率最低，管理费和托管费合计仅为0.2%；规模最大，截至2026 年1月9日，规模达6.46亿元；成交额最大，近一月日均成交6949万元。其储能+固态电池占比近90%， 契合当下市场热点。 （文章来源：每日经济新闻） 1月15日，国家电网"十五五"投资计划出炉："十五五"期间，国家电网公司固定资产投资预计达到4万亿 元，较"十四五"投资增长40%；将重点聚焦于绿色转型、构建新型电力系统、强化科技赋能等方面。其 中国家电网将优化抽蓄站点布局，支持新型储能规模化发展，提高新能源运行支撑和并网消 ...

Core Viewpoint - The announcement from the State Grid on January 15 indicates a significant increase in fixed asset investment during the "14th Five-Year Plan" period, projected to reach 4 trillion yuan, representing a 40% growth compared to the previous plan, aimed at the construction of a new power system [3]. Group 1: Stock Performance - A broad rise in electric grid equipment stocks was observed, with Wan Sheng Intelligent hitting the daily limit, and other companies like Senyuan Electric, Wind Fan Co., and Han Cable also reaching their limits [1]. - Yinen Power surged over 22%, while other companies such as Shuangjie Electric and Changgao Electric New also experienced notable increases [1]. - The electric grid equipment index rose by 4.62%, reflecting strong market sentiment [2]. Group 2: Individual Stock Highlights - Yinen Power's stock price reached 23.03 yuan, marking a 22.30% increase [2]. - Wan Sheng Intelligent's stock price was 27.65 yuan, with a 20.01% rise [2]. - Other notable performers included Hongxiang Co. with an 18.10% increase, Han Cable with a 10.10% rise, and Senyuan Electric with a 10.07% increase [2][3]. Group 3: Related Sector Movements - The "中字头" (state-owned enterprises) sector saw significant activity, with companies like China Power Construction hitting the daily limit and others such as China Energy Construction and China Communications Construction also experiencing rapid gains [3]. - The robot concept stocks were active, with Henghui Security reaching the daily limit and Henggong Precision rising over 15% [5][6].

（文章来源：证券时报网） 资金面上看，震裕科技近5日主力资金总体呈净流出状态，累计净流出2.07亿元，其中，上一交易日主 力资金全天净流出1884.33万元。 融资融券数据显示，该股最新（1月15日）两融余额11.17亿元，其中，融资余额为11.16亿元，近5日融 资余额合计减少7094.05万元，降幅为5.97%。（数据宝） 震裕科技股价出现异动，截至今日9时38分，股价大涨5.33%，成交241.52万股，成交金额4.00亿元，换 手率为1.94%，公司发布的最新业绩预告显示，预计2025年实现净利润5.00亿元—5.50亿元，净利润同 比增长96.89%—116.58%。 ...

Group 1 - Huasheng Tiancheng's AI-related revenue currently accounts for a low proportion of overall revenue, indicating that it does not significantly impact the company's performance [2] - CICC's merger with Dongxing Securities and Xinda Securities is still undergoing audit work, which has not yet been completed [2] - Xinhua Department Store confirmed that there are no undisclosed major matters related to semiconductor asset injections, addressing market rumors [3] Group 2 - Zhong Rare Metals signed a strategic cooperation agreement with Xian Dao Group to enhance market share and industry influence in rare metals [4] - Zhongtian Rocket reported losses in its carbon/carbon thermal field materials business due to intensified competition in the photovoltaic industry [5] - Zhongyuan Nepe proposed to acquire 59% of Zhongyuan Jikean's equity for 143 million yuan, which will make it a wholly-owned subsidiary [5] Group 3 - Jiangxi Copper's subsidiary signed a cooperation agreement with First Quantum Minerals for exploration projects [6] - China Nuclear Power's Jiangsu Xuwei Nuclear Energy Heating Power Plant's first unit is set to pour its first concrete on January 16, 2026 [6] - ST Aowei's stock may be delisted if it continues to trade below par value [6] Group 4 - Triangle Tire plans to invest 3.219 billion yuan in a new high-performance tire project in Cambodia, expected to generate annual revenue of 2.585 billion yuan [7] - Baoxin Technology intends to publicly sell part of its subsidiary's assets, with a valuation of 50.2334 million yuan [7] - Nong Shang Environment's computing infrastructure project has not progressed as planned due to funding issues [8] Group 5 - Golden Dragon Fish plans to transfer stakes in two subsidiaries to Mars China for a total of 60 million USD, which is expected to impact its 2026 earnings significantly [8] - Jin Dao Technology intends to issue convertible bonds to raise up to 306 million yuan for various projects [8] - Aerospace Information expects a net loss of 700 million to 980 million yuan for 2025 due to industry changes [10] Group 6 - Tianji Co. forecasts a net profit of 70 million to 105 million yuan for 2025, recovering from a previous loss [10] - Muyuan Foods anticipates a net profit decrease of 12.2% to 17.79% for 2025 [11] - SAIC Group expects a net profit increase of 438% to 558% for 2025, driven by sales growth [12] Group 7 - Haolaike expects a significant drop in net profit for 2025, projecting a decrease of 75.16% to 83.23% [13] - Hainan Development anticipates a net loss of 440 million to 565 million yuan for 2025 [13] - Shuangliang Energy expects to report a loss for 2025 [14] Group 8 - Aijian Group also anticipates a loss for 2025 [14] - Meijin Energy forecasts a net loss of 850 million to 1.25 billion yuan for 2025 [14] - Kunlun Wanwei expects to report a loss for 2025 [14] Group 9 - Xue Rong Biological expects a net profit of 29 million to 40 million yuan for 2025, recovering from a previous loss [15] - Xin Nuo Wei anticipates a net loss of 170 million to 255 million yuan for 2025 due to increased R&D expenses [15] - Shengnuo Biological expects a net profit increase of 204.42% to 280.53% for 2025 [16] Group 10 - Longyuan Construction forecasts a net loss of 1 billion to 1.5 billion yuan for 2025 [17] - Kosen Technology expects a net loss of 245 million to 330 million yuan for 2025 [17] - Daqian Ecology anticipates a net loss of 100 million to 120 million yuan for 2025 [17] Group 11 - Lianfa Co. expects a net profit increase of 38.92% to 58.77% for 2025 [18] - Chongqing Steel anticipates a net loss of 2.5 billion to 2.8 billion yuan for 2025, but expects to reduce losses compared to the previous year [18] - Tongxing Technology forecasts a net profit increase of 74.2% to 125.44% for 2025 [19] Group 12 - Siyuan Electric expects a net profit of 3.163 billion yuan for 2025, a 54.35% increase year-on-year [19] - Luoyang Molybdenum expects a net profit increase of 47.8% to 53.71% for 2025 [20] - Nawei Technology anticipates a net profit increase of 54.51% to 75.03% for 2025 [20] Group 13 - Jingjia Micro expects a net loss of 120 million to 180 million yuan for 2025 [21] - Southwest Securities forecasts a net profit increase of 47% to 57% for 2025 [22] - Wankai New Materials expects a net profit of 156 million to 203 million yuan for 2025, recovering from a previous loss [22] Group 14 - Yilian Network anticipates a slight decrease in net profit for 2025, projecting a decline of 0% to 4% [23] - Baofeng Energy expects a net profit increase of 73.57% to 89.34% for 2025 [23] - Sanmei Co. forecasts a net profit increase of 155.66% to 176.11% for 2025 [23] Group 15 - Zhenyu Technology expects a net profit increase of 96.89% to 116.58% for 2025 [24] - Fute Technology anticipates a net profit increase of 121.98% to 164.26% for 2025 [24] - Guoli Electronics expects a net profit increase of 124.89% to 164.57% for 2025 [24] Group 16 - Shenyu Co. expects a slight decrease in net profit for 2025, projecting a decline of 0.05% to 11.37% [25] - Rongchang Biological plans to increase its share repurchase price limit to 116 yuan per share [26] - Defu Technology plans to repurchase shares for 75 million to 150 million yuan [26] Group 17 - ST Chengchang's stock will resume trading on January 16 after completing a trading fluctuation investigation [27] - Zhi Te New Materials will also resume trading on January 16 after confirming no major changes in business operations [27] - Lio Co. will suspend trading starting January 16 for stock fluctuation investigation [27]

震裕科技从事精密级冲压模具及下游精密结构件的研发设计、生产销售，长期服务于家电、新能源、汽 车、工业工控等领域。在2025年半年报中，震裕科技提到三大板块的变化：模具业务在维持高毛利的同 时营收进一步增长；锂电池结构件业务随着规模效应及自动化程度进一步提升，毛利率持续回升；电机 铁芯业务降低单一大客户依赖，盈利能力较强的粘铁芯工艺市占率稳步提高。 除了传统业务，人形机器人成为震裕科技重点培育的方向，布局了行星滚柱丝杠等关键零部件。2025年 内，公司在机器人赛道已经形成了反向式行星滚柱丝杠、线性执行器和灵巧手精密零部件三大系列产 品，并取得了国内外客户小批量订单。 智通财经1月15日讯（记者 陈抗）由于精密结构件等主营业务收入增长，震裕科技（300953.SZ）2025 年净利润接近翻倍增长。 根据公司今日晚间披露的2025年度业绩预告，预计全年净利润5.00亿元至5.50亿元，同比增长96.89%至 116.58%；扣除非经常性损益后的净利润为4.80亿元至5.30亿元，同比增长107.66%至129.30%。 公司表示，报告期内主营业务销售收入持续增长（初步测算2025年度营业收入预计为93亿元-103亿 ...

Group 1 - Siyuan Electric reported a total operating revenue of 21.205 billion yuan for 2025, a year-on-year increase of 37.18%, with a net profit attributable to shareholders of 3.163 billion yuan, up 54.35% year-on-year [1] - VisiOn expects a negative net profit for 2025, indicating a loss in operating performance [2] - Chongqing Steel anticipates a net loss of 2.5 billion to 2.8 billion yuan for 2025, which is an improvement from a net loss of 3.196 billion yuan in the previous year [3] - Lianfa Co. forecasts a net profit of 280 million to 320 million yuan for 2025, representing a year-on-year growth of 38.92% to 58.77% [4] Group 2 - CICC announced that the audit work related to the absorption merger with Dongxing Securities and Xinda Securities has not yet been completed [5] - Dalong Real Estate's subsidiary won a project bid worth 763 million yuan [6] - Zhongchuang Zhiling plans to issue convertible bonds to raise no more than 4.35 billion yuan for various projects [7] - Jintong Co. intends to acquire a 24% stake in Jinsha Molybdenum for 1.731 billion yuan [8] Group 3 - Nami Technology expects a net profit of 128 million to 145 million yuan for 2025, an increase of 54.51% to 75.03% year-on-year [9] - China State Construction reported a new contract total of 4.5458 trillion yuan for 2025, a 1% increase year-on-year [12] - China Metallurgical Group's new contract amount for 2025 is expected to decrease by 10.8% to 1.1136 trillion yuan [13] Group 4 - Beiding Co. reported a net profit of 111 million yuan for 2025, a year-on-year increase of 59.05% [14] - Southwest Securities expects a net profit of 1.028 billion to 1.098 billion yuan for 2025, an increase of 47% to 57% [15] - China Eastern Airlines reported a 4.93% year-on-year increase in passenger capacity for December 2025 [20] Group 5 - *ST Aowei's stock may be delisted due to a closing price below par value [21] - Yilian Network expects a net profit of 2.542 billion to 2.648 billion yuan for 2025, a decrease of 0% to 4% year-on-year [22] - Huochen Co. anticipates a net profit of 420 million to 540 million yuan for 2025, recovering from a loss of 2 million yuan in the previous year [17] Group 6 - Guoli Electronics expects a net profit of 68 million to 80 million yuan for 2025, an increase of 124.89% to 164.57% [28] - Jinchuan Group forecasts a net profit of 11 billion to 12 billion yuan for 2025, a year-on-year increase of 73.57% to 89.34% [41] - Triangle Tire plans to invest 3.219 billion yuan in a new tire project in Cambodia [42]

（编辑 任世碧） 证券日报网讯 1月15日，震裕科技发布2025年度业绩预告称，公司预计2025年度归属于上市公司股东的 净利润为50，000万元至55，000万元，比上年同期增长96.89%至116.58%。 ...

资金面上，该股今日主力资金净流出1884.33万元，近5日资金净流出2.07亿元。最新（1月14日）两融余 额11.09亿元，其中，融资余额11.08亿元，环比前一交易日下降1.20%，近5日融资余额累计下降 4.57%。（数据宝） 震裕科技（300953）1月15日发布2025年业绩预增公告，预计实现净利润为5.00亿元~5.50亿元，净利润 同比增长96.89%~116.58%。 证券时报·数据宝统计显示，震裕科技今日收于158.45元，下跌1.39%，日换手率为3.44%，成交额为6.80 亿元，近5日下跌4.05%。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70.21%，股价发布当日股价涨停的有2家。预告发布后5日股价上涨的占比78.72%。 （文章来源：证券时报网） ...

报告期内，公司经营计划有序开展，主营业务销售收入持续增长(初步测算2025年度营业收入预计为人 民币93亿元～103亿元)，产能利用率显著提高、规模效应明显;同时公司加大技术研发与创新、提升生 产自动化水平，通过精细化管理降本增效，促进公司整体经济效益提升。 震裕科技（300953）(300953.SZ)发布2025年度业绩预告，预计全年归属于上市公司股东的净利润5亿元 至5.5亿元，同比增长96.89%-116.58%。 ...

报告期内，公司经营计划有序开展，主营业务销售收入持续增长(初步测算2025年度营业收入预计为人 民币93亿元～103亿元)，产能利用率显著提高、规模效应明显;同时公司加大技术研发与创新、提升生 产自动化水平，通过精细化管理降本增效，促进公司整体经济效益提升。 智通财经APP讯，震裕科技(300953.SZ)发布2025年度业绩预告，预计全年归属于上市公司股东的净利润 5亿元至5.5亿元，同比增长96.89%-116.58%。 ...