登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301213 证券简称：观想科技 公告编号：2026-007 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：预计净利润为正值且属于扭亏为盈情形 （1）以区间数进行业绩预告的 单位：万元 二、与会计师事务所沟通情况 本次业绩预告相关的财务数据未经注册会计师审计，公司已就本次业绩预告有关事项与年度审计会计师 事务所进行了预沟通，公司与会计师事务所在本次业绩预告方面不存在分歧。 三、业绩变动原因说明 报告期内，公司在智能装备和人工智能领域的布局与拓展不断深入，成功斩获多笔重大订单，核心产品 的交付进度符合预期，实现的营业收入较上年同期较大幅度增长。同时，公司持续优化内部管理以提升 运营效率，强化成本管控，有效提高了整体盈利水平。 四、其他相关说明 1、本次业绩预告是公司财务部门初步测算的结果，未经审计机构审计，具体财务数据以公司正式披露 的2025年年度报告为准。 2、公司将严格依照相关法律法规的规定和 ...

中证智能财讯观想科技（301213）1月30日晚间披露2025年度业绩预告，预计2025年归母净利润1257.91万元至1811.4万元，上年同期亏损871.15万元；扣非 净利润预计1187.74万元至1741.22万元，上年同期亏损1511.11万元。以1月30日收盘价计算，观想科技目前市盈率（TTM）约为323.11倍-465.28倍，市净率 （LF）约7.46倍，市销率（TTM）约37.66倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况（倍） 1,500 19000 500 230.38 280.14 -231.26 161.43 0 -500 -838.04 -1,000 -1,500 -1824.69 -2,000 209259 -2,500 -09-30 4-03-30 3-12-30 n - 公司 -○- 行业均值 制图数据来自恒生聚源数据库 市盈率(TTM)历史分位(%) 100 94.45 ହି 90 82:32 88.5 80 70 67-92 60 50 40 30 20 10 0 2n- 制图数据来自恒生聚源数据库 市净率(LF)历史分位 ...

证券代码：301213 证券简称：观想科技 公告编号：2026-007 四川观想科技股份有限公司 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。 四、其他相关说明 2、业绩预告情况：预计净利润为正值且属于扭亏为盈情形 （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 | 1,257.91 | ～ | 1,811.40 | -871.15 | | 扣除非经常性损益后的净利润 | 1,187.74 | ～ | 1,741.22 | -1,511.11 | 二、与会计师事务所沟通情况 本次业绩预告相关的财务数据未经注册会计师审计，公司已就本次业绩预告有关事项 与年度审计会计师事务所进行了预沟通，公司与会计师事务所在本次业绩预告方面不存在 分歧。 三、业绩变动原因说明 报告期内，公司在智能装备和人工智能领域的布局与拓展不断深入，成功斩获多笔重 大订单，核心产品的交付进度符合预期，实现的营业收入较上年同期较大幅 ...

Group 1 - Zhejiang Wenchuang Internet focuses on digital marketing and cultural technology, integrating AI into smart marketing and digital content creation, enhancing brand marketing digital transformation across various industries [1][17] - Saiwu Technology collaborates with Suzhou University to establish the AI4S laboratory, creating a closed loop of "AI screening - process optimization - mass production," significantly increasing revenue in related businesses [1][18] - Huashi Technology strategically invests in Yuchuang Robotics, applying AI in various scenarios such as airport monitoring and risk warning, providing intelligent solutions for smart cities [1][19] Group 2 - Yidian Tianxia leverages AI for global smart marketing, developing a full-chain solution that includes multi-language digital content generation and intelligent ad optimization [2][18] - Tongda Hai builds a comprehensive legal knowledge graph using vast legal data, enhancing judicial efficiency through its self-developed AI platform [2][19] - Sanwei Communication's subsidiary, Juwang Technology, utilizes AI for advertising material generation and optimization, significantly improving marketing efficiency [2][19] Group 3 - BlueFocus is a leader in AI marketing, applying AI across the entire marketing chain, including creative generation and effect analysis, to drive digital transformation in the marketing industry [3][19] - Huashu Media actively promotes AI integration in broadcasting, enhancing user experience through smart content recommendations and network optimization [3][20] - Subot constructs a cross-disciplinary platform for material and intelligent mechanics, driving high-end material development and optimizing production processes [3][20] Group 4 - Shiji Tianhong integrates AI into education, enhancing digital transformation in educational support services through intelligent systems [4][20] - Hongbo Pharmaceutical's AI drug design platform focuses on cyclic peptide drug development, significantly improving drug design efficiency and accuracy [5][21] - Tianlong Group's self-developed platform empowers digital marketing across various industries, enhancing customer acquisition and conversion rates [5][21] Group 5 - Yanshan Technology integrates AI into internet services and supply chain management, optimizing marketing and operational efficiency [6][22] - ChaoTu Software merges AI with GIS, enabling intelligent spatial data processing and analysis for smart city applications [6][22] - Heren Technology focuses on smart healthcare, developing AI systems to assist medical personnel and improve operational efficiency [6][23] Group 6 - Youzu Network applies AI throughout game development and operation, enhancing player engagement and experience [6][23] - Jinka Intelligent integrates AI into gas metering, improving management efficiency and safety in gas supply [7][24] - Liard incorporates AI into display technology, optimizing visual experiences and expanding applications in smart displays [7][24] Group 7 - Guanshang Technology focuses on military equipment lifecycle management using AI for fault diagnosis and training simulation [7][25] - Zhidema applies AI in consumer decision-making and e-commerce marketing, enhancing product recommendations and marketing strategies [7][25] - Runda Medical enhances laboratory testing processes with AI, improving detection accuracy and efficiency [7][25] Group 8 - Tiandi Online specializes in digital marketing, utilizing AI for user profiling and intelligent ad targeting [8][26] - Qianfang Technology focuses on smart transportation, developing AI systems for traffic management and vehicle recognition [8][26] - Jiaxun Feihong integrates AI into communication and rail transit, enhancing operational efficiency and safety [8][26] Group 9 - Jiadu Technology applies AI in smart city and rail transit, enhancing safety monitoring and automation [8][27] - Jiuzhoutong empowers pharmaceutical supply chains with AI for demand forecasting and inventory management [8][27] - Weining Health focuses on comprehensive smart healthcare solutions, enhancing operational efficiency and cost control [8][27] Group 10 - Dianke Digital strengthens IT service capabilities with AI, focusing on data center operations and security [8][28] - Guangting Information specializes in intelligent connected vehicles, developing AI systems for driving assistance and data governance [8][28] - Rongxin Culture integrates AI into children's publishing, enhancing reading experiences and content creation [8][29] Group 11 - Zhaochi Co. introduces AI in consumer electronics and lighting, optimizing product performance and supply chain management [8][29] - Jinxiandai focuses on industrial software, enhancing digital transformation through AI-assisted development and operations [8][30] - Huatu Shanding integrates AI into architectural design, improving efficiency and precision in building projects [8][30] Group 12 - Lakala enhances payment services with AI, improving transaction security and merchant support [8][30] - Yingjianke focuses on building design software, utilizing AI for structural optimization and efficiency [8][30] - Borui Communication empowers media and digital culture with AI, enhancing content delivery and user engagement [8][31] Group 13 - Haoyun Technology enhances security IoT with AI, providing risk assessment and decision support [8][31] - Shenguang Group leverages AI for digital marketing, optimizing user targeting and ad performance [8][31] - Oriental Pearl actively promotes AI in broadcasting, enhancing content production and user experience [8][31] Group 14 - Zhizhen Technology focuses on IT operations in communication and government sectors, utilizing AI for efficient management [8][32]

融券方面，观想科技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。 1月22日，观想科技跌0.36%，成交额1.88亿元。两融数据显示，当日观想科技获融资买入额1436.79万 元，融资偿还2274.40万元，融资净买入-837.60万元。截至1月22日，观想科技融资融券余额合计1.38亿 元。 融资方面，观想科技当日融资买入1436.79万元。当前融资余额1.38亿元，占流通市值的2.16%，融资余 额超过近一年90%分位水平，处于高位。 截至9月30日，观想科技股东户数1.21万，较上期减少31.59%；人均流通股4277股，较上期增加 46.18%。2025年1月-9月，观想科技实现营业收入6536.43万元，同比增长4.86%；归母净利润76.30万 元，同比减少86.14%。 分红方面，观想科技A股上市后累计派现3920.00万元。近三年，累计派现1520.00万元。 责任编辑：小浪快报 资料显示，四川观想科技股份有限公司位于中国(四川)自由贸易试验区成都天府新区湖畔路西段99号5 ...

Core Viewpoint - The A-share market has experienced a significant rally, with a 17-day consecutive rise, driven by surges in AI applications and commercial aerospace sectors, leading to a wave of limit-up stocks in related ETFs [1][10]. Group 1: AI Applications - AI application leader Zhite New Materials has been suspended for verification due to a nearly 200% increase over six trading days, marking it as one of the top-performing stocks of the year [3][4]. - Zhite New Materials is recognized for its AI applications and robotics concepts, having secured over $40 million in overseas contracts for its AI4S business [4][12]. Group 2: Commercial Aerospace - The commercial aerospace sector has seen excessive price increases, prompting over ten companies, including China Satellite and Zhimingda, to issue stock trading risk warnings or price fluctuation announcements [5][13]. - Companies like Aerospace Engineering have reported a 150% increase since December, with a rolling P/E ratio of 120, despite their main business not being related to commercial aerospace [5][13]. - Aerospace Development, a leading stock in the commercial aerospace sector, plans to reduce holdings during this period of significant price volatility, involving 8.38 million shares from the controlling shareholder and 7.44 million shares from concerted actors, amounting to approximately 630 million yuan at the current closing price [7][15]. Group 3: Market Sentiment - Given the rapid price increases in the commercial aerospace sector, there is a suggestion for investors to temporarily avoid these stocks to allow for a healthy market correction, indicating that short-term adjustments do not alter the main investment themes for the year [8][16].

Group 1 - The company's stock experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 30% over three consecutive trading days (January 7, 8, and 9, 2026) [2] - The company confirmed that there were no corrections or supplements needed for previously disclosed information, and the recent operational situation remains normal without significant changes in the internal or external business environment [3][4] - The company and its controlling shareholders did not engage in any trading of the company's stock during the period of abnormal fluctuations, and there are no undisclosed significant matters that should have been disclosed [3][4] Group 2 - The company has confirmed that there are no undisclosed matters that should be disclosed according to the Shenzhen Stock Exchange's regulations, and no significant information that could impact the stock price has been identified [4] - The company is preparing its 2025 annual report, which is scheduled for disclosure on April 27, 2026, and will issue a performance forecast if the financial data meets the disclosure requirements [5]

Group 1 - The core point of the article is that Guanshang Technology announced a significant stock price fluctuation, with a cumulative increase of over 30% in closing prices over three consecutive trading days [2] - The company confirmed that there are no corrections or supplements needed for previously disclosed information [2] - The operational situation of the company remains normal, and there have been no significant changes in the internal or external business environment [2] Group 2 - The company has not identified any recent media reports that could have significantly impacted its stock trading price [2]

Core Viewpoint - Guanshang Technology has not seen significant revenue growth since its listing, with Q3 revenue falling short of 100 million yuan. The company's ongoing weak performance raises questions about its ability to restructure and avoid delisting under new regulations, especially given the modest revenue scale and volatility of the acquisition target [1][3][12]. Group 1: Company Performance - Since its listing in December 2021, Guanshang Technology's revenue has consistently remained below 300 million yuan, with a significant drop in profitability reported in Q3. The company's revenue for the first three quarters was 65.36 million yuan, a year-on-year increase of 4.86%, while the net profit attributable to shareholders was 763,000 yuan, down 86.14% year-on-year [3][14]. - The company's financial performance indicates a lack of strong revenue generation capability, as evidenced by its fluctuating net profit, which has hovered around the breakeven point [3][14]. Group 2: Acquisition Details - Guanshang Technology plans to acquire 100% of Liao Jing Electronics through a combination of issuing shares and cash payments, while also raising supporting funds from no more than 35 specific investors. This transaction constitutes a major asset restructuring [1][12][19]. - The acquisition target, Liao Jing Electronics, has reported revenues of 147 million yuan, 114 million yuan, and 132 million yuan for the years 2023 to 2025 Q3, with net profits of 54.90 million yuan, 25.51 million yuan, and 40.57 million yuan respectively. Although the revenue scale is relatively small, it exceeds 100 million yuan, which may help mitigate delisting risks for Guanshang Technology [5][16]. Group 3: Industry Context - The military semiconductor industry in China is experiencing significant growth, supported by national strategies for domestic substitution and improvements in industry certification systems. However, the sector is also facing increasing competition from new entrants, intensifying market dynamics, and a trend towards homogenization in the mid-to-low end market [7][18]. - If the acquisition target fails to keep pace with market trends and maintain a competitive edge in core supporting areas, it may face challenges in an increasingly competitive environment [7][18]. Group 4: Strategic Intent - The acquisition aims to create a synergy between software and hardware technologies, enhancing the overall quality of Guanshang Technology. The company has established a strong technical foundation in areas such as AI-enabled systems and digital twin technology, which will complement the hardware advantages of the acquisition target [10][20]. - The integration of Liao Jing Electronics' semiconductor expertise with Guanshang Technology's existing capabilities is expected to improve product reliability and operational stability, thereby enhancing the company's competitive position in the defense information sector [21].

Core Viewpoint - The stock of Guanshang Technology has experienced an abnormal trading fluctuation, with a cumulative price increase of over 30% across three consecutive trading days (January 7, 8, and 9, 2026) [1] Summary by Relevant Sections - **Stock Trading Fluctuation** The company’s stock price has deviated significantly, leading to a classification of abnormal trading activity as per Shenzhen Stock Exchange regulations [1] - **Verification of Information** The company has confirmed that there are no corrections or supplements needed for previously disclosed information, and the recent operational conditions remain normal without significant changes in the internal or external business environment [1] - **Media Reports and Information Disclosure** There have been no recent media reports that could have significantly impacted the company's stock price, and the company, along with its controlling shareholders and actual controllers, has not engaged in any undisclosed significant matters during the abnormal trading period [1] - **Board Confirmation** The board of directors has verified that there are no undisclosed matters that could materially affect the company's stock and its derivatives trading prices [1]