证券代码：301117 证券简称：佳缘科技 公告编号：2026-002 佳缘科技股份有限公司 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。 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 三、业绩变动原因说明 一、本期业绩预计情况 2、业绩预告情况：预计净利润为负值 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 | -4,146.78 | ～ | -2,088.98 | 1,144.54 | | 扣除非经常性损益后的净利润 | -5,608.52 | ～ | -2,825.35 | 330.37 | 二、与会计师事务所沟通情况 佳缘科技股份有限公司（以下简称"公司"）已就本次业绩预告有关事项与会计师事 务所进行了预沟通，公司与会计师事务所在业绩预告方面不存在重大分歧。本次业绩预告 是公司财务部门初步测算的结果，未经会计师事务所审计。 五、备查文件 董事会关于 2025 年度业绩预告的情 ...

截至1月27日收盘，汽车芯片概念上涨3.26%，位居概念板块涨幅第2，板块内，115股上涨，东芯股份 20%涨停，华培动力、电科芯片等涨停，国民技术、富满微、民德电子等涨幅居前，分别上涨12.38%、 11.72%、11.66%。跌幅居前的有南方精工、云意电气、佳缘科技等，分别下跌3.31%、1.78%、1.75%。 | 600460 | 士兰微 | 4.37 | 6.00 | 35516.73 | 11.29 | | --- | --- | --- | --- | --- | --- | | 600703 | 三安光 | 3.37 | 5.13 | 31183.36 | 7.39 | | | 电 | | | | | | 603893 | 瑞芯微 | 7.1 1 | 5.10 | 30890.71 | 7.34 | | 600733 | 北汽蓝 | 4.59 | 5.16 | 23243.69 | 10.93 | | | 谷 | | | | | | 300053 | 航宇微 | 8.72 | 23.13 | 23237.08 | 6.60 | | 300661 | 圣邦股 | 3.31 | 5.92 | 21 ...

1月22日，佳缘科技涨2.60%，成交额8.31亿元。两融数据显示，当日佳缘科技获融资买入额5648.07万 元，融资偿还6665.59万元，融资净买入-1017.52万元。截至1月22日，佳缘科技融资融券余额合计2.99 亿元。 融资方面，佳缘科技当日融资买入5648.07万元。当前融资余额2.99亿元，占流通市值的3.66%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，佳缘科技1月22日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，佳缘科技股份有限公司位于四川省成都高新区天辰路333号，成立日期1994年8月30日，上市 日期2022年1月17日，公司主营业务涉及主要从事建筑、交通、公共安全、医疗等领域的建筑智能化信 息系统工程的研发、设计、制造和服务,是一家独具优势专业、资质优势的综合建筑智能化信息系统服 务提供商。主营业务收入构成为：信息化综合解决方案66.14%，网络信息安全产品31.39%，技术服务 1.83%，其他0.63%。 截至9月30日，佳缘科技股东户数1 ...

开源证券认为，2026年，国内商业航天有望迎来"政策+技术+资本"三重共振，值得高度期待。火箭产 业链：受益标的航天动力、西部材料（002149）、航天工程（603698）、飞沃科技（301232）、天力复 合、航天机电（600151）、超捷股份、斯瑞新材、高华科技、银邦股份（300337）、航天发展 （000547）等。卫星产业链及太空算力：推荐中科星图、航天宏图、普天科技（002544）、亚信安全、 永信至诚等，受益标的星图测控、顺灏股份（002565）、旭升集团（603305）、佳缘科技（301117）、 中国卫星、上海港湾（605598）、臻镭科技、盛邦安全、霍莱沃、航天环宇、天银机电（300342）、上 海瀚讯、乾照光电（300102）。 央视新闻消息，2025年，我国商业航天保持快速发展。全年完成发射50次，占比我国全年宇航发射总数 54%。其中，商业运载火箭发射25次；海南商业航天发射场投入使用并实施9次发射，建成以来累计完 成10次发射；其他商业卫星发射16次。全年入轨商业卫星311颗，占比我国全年入轨卫星总数84%。可 重复使用运载火箭技术加速突破，朱雀三号重复使用运载火箭完成首飞，实现二子 ...

Market Overview - The computer equipment sector experienced a decline of 1.48% on January 15, with Jiarun Technology leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Top Performers - Shen Si Electronics (300479) saw a significant increase of 12.05%, closing at 23.15 with a trading volume of 573,200 shares and a turnover of 1.352 billion [1] - Tangyuan Electric (300789) rose by 3.17%, closing at 24.76 with a trading volume of 58,700 shares and a turnover of 148 million [1] - Liding Optoelectronics (605118) increased by 2.65%, closing at 37.13 with a trading volume of 126,800 shares and a turnover of 462 million [1] Underperformers - Jiarun Technology (301117) experienced a significant drop of 15.84%, closing at 71.10 with a trading volume of 271,100 shares and a turnover of 1.978 billion [2] - Hengwei Technology (603496) fell by 10.00%, closing at 34.65 with a trading volume of 414,100 shares and a turnover of 1.473 billion [2] - Tonghui Information (920090) decreased by 9.62%, closing at 7.89 with a trading volume of 266,600 shares and a turnover of 215 million [2] Capital Flow - The computer equipment sector saw a net outflow of 2.95 billion from institutional investors, while retail investors contributed a net inflow of 2.036 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Shen Si Electronics (300479) had a net inflow of 71.85 million from institutional investors, while retail investors showed a net outflow of 11.71 million [3] - Liding Optoelectronics (605118) experienced a net inflow of 21.77 million from institutional investors, but retail investors had a net outflow of 33.60 million [3] - Tangyuan Electric (300789) recorded a net inflow of 8.64 million from institutional investors, with retail investors showing a net outflow of 5.52 million [3]

Group 1 - The "Atomic Energy Law of the People's Republic of China" officially took effect on January 15, marking the first fundamental law in China's nuclear energy sector [1] - The second China eVTOL Innovation Development Conference was held in Shanghai from January 15 to 16 [1] - Huibo's controlling shareholder will change to Baile Equipment Group, with the actual controller changing to the State-owned Assets Supervision and Administration Commission of Tianjin [1] Group 2 - The Ministry of Finance, the State Taxation Administration, and the Ministry of Housing and Urban-Rural Development announced the extension of personal income tax policies supporting residents' housing purchases from January 1, 2026, to December 31, 2027 [1] - A joint meeting was held by the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the State Administration for Market Regulation to resist disorderly "price wars" in the new energy vehicle industry [1] Group 3 - The Hainan Free Trade Port has seen 585,000 people engage in duty-free shopping, with a total amount of 3.89 billion yuan, representing year-on-year increases of 32.4% and 49.6% respectively [2] - The Ministry of Finance plans to issue 400 billion yuan of 91-day discount treasury bonds [2] - A guideline was issued to enhance the collaborative development of meteorological services in health and wellness, aiming for a comprehensive system by 2030 [2] Group 4 - IDC reported that Apple ranked first in China's smartphone market in Q4 2025, followed by vivo, OPPO, Huawei, and a tie between Honor and Xiaomi in fifth place [3] - Honor's global shipment volume exceeded 71 million units for the first time, with a year-on-year growth of approximately 55% in overseas shipments [3] Group 5 - Shanghai released the "Mosu Zhixing" action plan to accelerate the advancement of automotive intelligence, aiming for large-scale application of high-level autonomous driving by 2027 [4] - East Asia Securities predicts that the penetration of new energy vehicles, exports, and intelligent high-end development will be structural highlights in the automotive market in 2026 [4] Group 6 - Meta plans to double the production capacity of AI glasses to 20 million units by the end of 2026, driven by steady sales growth [5] - The global AR market is expected to enter a rapid development phase due to AI technology, supply chain optimization, and the entry of major players [5] Group 7 - Google launched the new MedGemma 1.5 AI medical model, enhancing capabilities in medical imaging and text processing [6] - AI in healthcare shows strong potential in improving medical device functions and assisting clinical decision-making [6] Group 8 - Huazhong University of Science and Technology's subsidiary plans to establish a semiconductor device research and production base with a total investment of 1 billion yuan [7] - Colorful Technology plans to issue convertible bonds to raise up to 1.46 billion yuan for AI-related projects [7] Group 9 - Four-dimensional Map expects revenue of 4.06 billion to 4.34 billion yuan in 2025, with a year-on-year growth of 15.42% to 23.50% [8] - The company anticipates a significant increase in revenue from its data compliance business in 2025 [8] Group 10 - Institutional investors net purchased 516 million yuan of Guangxun Technology, highlighting its strong market position in optical communication [9] - Jiarun Technology received a net purchase of 298 million yuan, focusing on expanding its network information security capabilities [10] Group 11 - Equity ETFs saw a net subscription of over 47 billion yuan in three trading days, with significant interest in thematic ETFs [11] - Institutional investors also net purchased several companies, indicating strong market confidence [11] Group 12 - Weili Transmission is advancing its wind power gearbox smart factory, which is expected to significantly increase revenue and improve profit margins [12] - The global wind energy market is projected to drive demand for core components like wind power gearboxes [12] Group 13 - Ouma Software is building a comprehensive AI ecosystem in the examination and assessment field, enhancing its core technologies [13] - The company aims to integrate AI into various examination processes, establishing a competitive edge and growth potential [13]

Core Viewpoint - The company, Jiarun Technology (301117.SZ), has noted significant market interest in the commercial aerospace sector, where it provides products and technical services, although it does not engage in overall satellite manufacturing [1] Company Overview - The main products developed and produced by the company include safety payloads, computing payloads, ground data transmission equipment, and information technology services [1] - From 2022 to 2024, revenue from aerospace products is expected to account for 10% to 30% of the company's total revenue [1] Industry Outlook - The future development prospects in the aerospace sector are considered broad, indicating potential growth opportunities for the company [1] - However, the company faces significant uncertainties in its aerospace business, including challenges related to technological upgrades, infrastructure development, and talent cultivation [1] - The company's operations in this field are still in the expansion phase, and there is a need for increased revenue scalability, highlighting the uncertain nature of related business development [1]

Core Viewpoint - The company has experienced a significant stock price fluctuation, with a cumulative increase of 30.09% over two consecutive trading days, indicating abnormal trading activity [1] Group 1: Company Overview - The company has been providing products and technical services to clients in the aerospace sector, focusing on safety payloads, computing payloads, ground data transmission equipment, and information technology services [1] - From 2022 to 2024, revenue from aerospace products is expected to account for 10% to 30% of the company's total revenue, highlighting the potential for growth in this sector [1] Group 2: Market Context - The commercial aerospace concept has garnered significant market attention recently, suggesting a favorable environment for companies operating in this field [1] - Despite the promising market outlook, the company faces considerable uncertainties related to technological upgrades, infrastructure development, and talent acquisition in its aerospace business [1] Group 3: Business Development - The company's aerospace-related business is still in the expansion phase, indicating that revenue generation at scale is yet to be achieved [1] - The development of related business activities is characterized by uncertainty, which may impact future growth prospects [1]

Core Viewpoint - The stock price of Jiarun Technology has experienced a significant deviation, with a cumulative increase of 30.09% over two consecutive trading days, indicating abnormal trading activity [1] Group 1: Company Overview - Jiarun Technology provides products and technical services to clients in the aerospace sector, focusing on safety payloads, computing payloads, ground data transmission equipment, and information technology services [1] - The company's revenue from aerospace products is projected to account for 10% to 30% of total revenue from 2022 to 2024, highlighting the potential growth in this market [1] Group 2: Market Context - The commercial aerospace concept has garnered significant market attention recently, which may contribute to the company's stock price volatility [1] - The company is currently in the expansion phase of its aerospace business, indicating that revenue generation in this area is still developing and has not yet reached a scalable level [1] Group 3: Risks and Challenges - The aerospace business faces considerable uncertainties, including technological upgrades, infrastructure development, and talent acquisition, which could impact future growth [1]

Core Viewpoint - The stock price of Jiarun Technology (301117) has experienced a significant increase, with a cumulative closing price deviation of 30.09% over two consecutive trading days, attributed to heightened market interest in the commercial aerospace sector [1] Group 1: Company Overview - Jiarun Technology provides products and technical services to clients in the aerospace sector, focusing on safety payloads, computing payloads, ground data transmission equipment, and information technology services, rather than overall satellite manufacturing [1] - The company's revenue from aerospace-related products is projected to account for 10% to 30% of total revenue from 2022 to 2024 [1] Group 2: Market Outlook - The future development prospects for the aerospace sector are considered broad, indicating potential growth opportunities for the company [1] - However, the company faces significant uncertainties in its aerospace business, including challenges related to technological upgrades, infrastructure development, and talent cultivation [1] - The company's operations in this field are still in the expansion phase, with revenue scalability yet to be improved, highlighting the uncertain nature of related business development [1]