2月4日，汉仪股份跌5.01%，截至发稿，报37.51元/股，成交2.14亿元，换手率5.91%，总市值37.51亿 元。 资料显示，北京汉仪创新科技股份有限公司位于北京市海淀区翠微路2号院五区2号楼二层201，成立日 期1993年9月4日，上市日期2022年8月31日，公司主营业务涉及字体设计、字库软件开发和授权、提供 字库类技术服务和视觉设计服务,以及以IP赋能方式开展的IP产品化业务。主营业务收入构成为：字库 软件授权业务68.01%，互联网平台授权业务23.20%，字库类技术服务业务6.15%，IP产品及授权等业务 1.75%，其他技术服务业务0.87%，租赁收入0.02%。 从汉仪股份十大流通股东角度 数据显示，华夏基金旗下1只基金位居汉仪股份十大流通股东。华夏行业景气混合A（003567）三季度 新进十大流通股东，持有股数211.03万股，占流通股的比例为2.23%。根据测算，今日浮亏损失约 417.84万元。 华夏行业景气混合A（003567）成立日期2017年2月4日，最新规模69.58亿。今年以来收益12.67%，同 类排名689/8873；近一年收益78.91%，同类排名477/8119； ...

格隆汇2月2日丨汉仪股份(301270.SZ)在投资者互动平台表示，UPDF是一款综合性的PDF文档应用软 件，提供了丰富且高效的PDF解决方案，包括阅读、标注、编辑、格式转换、页面管理等功能，并集成 了AI应用、发票处理助手和批量工具。为了帮助用户高效处理大量PDF文件及长篇报告，UPDF利用AI 大模型推出了AI助手，提升文档处理效率。2025年，UPDF已发布2.0大版本，该版本重点增强了AI PDF 能力，将有利于提升产品注册用户、付费用户数量及营业收入。公司一直重视研发创新，积极拥抱前沿 人工智能技术，未来也将持续进行AI技术积累和应用探索。 ...

格隆汇2月2日丨汉仪股份(301270.SZ)在投资者互动平台表示，UPDF是一款综合性的PDF文档应用软 件，提供了丰富且高效的PDF解决方案，包括阅读、标注、编辑、格式转换、页面管理等功能，并集成 了AI应用、发票处理助手和批量工具。为了帮助用户高效处理大量PDF文件及长篇报告，UPDF利用AI 大模型推出了AI助手，提升文档处理效率。2025年，UPDF已发布2.0大版本，该版本重点增强了AI PDF 能力，将有利于提升产品注册用户、付费用户数量及营业收入。公司一直重视研发创新，积极拥抱前沿 人工智能技术，未来也将持续进行AI技术积累和应用探索。 ...

格隆汇2月2日丨汉仪股份(301270.SZ)在投资者互动平台表示，WorkMagic是一款基于生成式AI智能驱动 的营销SaaS平台。WorkMagic现阶段主要面向Shopify等电商平台上的商家提供以"真实营销效果"为核心 的跨平台营销分析、营销管理及营销优化解决方案。阿几网络其主要产品是企业级智能营销内容平台 ARKIE。ARKIE是一个强大的智能批量作图与营销内容管理系统。它通过模板化、规则引擎和AI能 力，实现设计图、海报、社交媒体素材等内容的自动化、批量化生成与在线编辑。 ...

格隆汇1月29日丨汉仪股份(301270.SZ)公布，预计2025年归属于上市公司股东的净利润1,200万元～ 1,500万元，比上年同期增长36.23%～70.29%，扣除非经常性损益后的净利润750万元～1,000万元，比 上年同期增长159.60%～246.13%。 报告期内，业绩变动的主要原因如下：1.经业务提质增效，本年度相比去年资产减值损失减少约450- 500万元；2.本年度公司经营办公场所搬迁，导致租赁费用下降，预计节约租赁费用约为300-350万元； 3.本年度因计提股份支付的金额减少，导致股份支付费用减少约200-260万元。 ...

（1）以区间数进行业绩预告的 单位：万元 证券代码：301270 证券简称：汉仪股份 公告编号：2026-004 北京汉仪创新科技股份有限公司 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：预计净利润为正值且属于同向上升情形 本次业绩预告是公司财务部门初步测算的结果，未经注册会计师审计，具体财务 数据将在公司 2025 年年度报告中详细披露。敬请广大投资者谨慎决策，注意投资风险。 | 项 目 | | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | 比上年同期 | 1,200.00 | ～ | 1,500.00 | 880.84 | | 东的净利润 | | 36.23% | ～ | 70.29% | | | | 增长 | | | | | | 扣除非经常性损益 | | 750.00 | ～ | 1,000.00 | 288.9 ...

1月26日，汉仪股份跌1.30%，成交额2.63亿元。两融数据显示，当日汉仪股份获融资买入额3505.51万 元，融资偿还3262.18万元，融资净买入243.33万元。截至1月26日，汉仪股份融资融券余额合计3.02亿 元。 机构持仓方面，截止2025年9月30日，汉仪股份十大流通股东中，华夏行业景气混合A（003567）位居 第二大流通股东，持股211.03万股，为新进股东。华夏远见成长一年持有混合A（016250）、华夏稳增 混合（519029）退出十大流通股东之列。 资料显示，北京汉仪创新科技股份有限公司位于北京市海淀区翠微路2号院五区2号楼二层201，成立日 期1993年9月4日，上市日期2022年8月31日，公司主营业务涉及字体设计、字库软件开发和授权、提供 字库类技术服务和视觉设计服务,以及以IP赋能方式开展的IP产品化业务。主营业务收入构成为：字库 软件授权业务68.01%，互联网平台授权业务23.20%，字库类技术服务业务6.15%，IP产品及授权等业务 1.75%，其他技术服务业务0.87%，租赁收入0.02%。 责任编辑：小浪快报 截至9月30日，汉仪股份股东户数1.11万，较上期增加1 ...

Investment Rating - Industry Rating: Overweight [2] Core Insights - The chemical industry is experiencing a dual drive of cyclical recovery and growth, with a recommendation to focus on sectors such as organic silicon, PTA, polyester filament, caprolactam, spandex, vitamins, sweeteners, refrigerants, and phosphorus chemicals [5][6] - The organic silicon industry is entering a recovery phase, with new applications becoming key growth drivers. From 2019 to 2024, domestic DMC capacity is expected to expand rapidly, leading to a temporary oversupply and price decline. However, by 2025, no new capacity is anticipated, and demand from emerging sectors like new energy vehicles and photovoltaics is expected to maintain high growth [5][6] - The PTA/polyester filament industry is approaching a turning point, with capacity expansion cycles nearing their end. The demand side is expected to continue growing, supported by improved external demand due to easing trade tensions [6] - Refrigerants are entering a high prosperity cycle due to quota policies that will reduce supply while demand remains stable, driven by market expansion in Southeast Asia and the development of heat pumps and cold chain markets [7] - The synthetic biology sector is poised for significant growth as fossil-based materials face disruptive challenges, with a focus on energy-efficient products and the potential for bio-based materials to see explosive demand [8] - OLED technology is rapidly penetrating various markets, with government policies supporting the development of new display industries and accelerating the localization of key materials and equipment [9] - The demand for electronic chemicals is increasing due to the rapid growth of the semiconductor industry, particularly in China, where the market is heavily reliant on imports [11] Summary by Sections Industry Performance - The chemical sector ranked 4th in overall performance for the week of January 19-23, 2026, with a gain of 7.29%, outperforming the Shanghai Composite Index by 6.45 percentage points [5][20] - The top-performing sub-sectors included textile chemical products (13.10%), nitrogen fertilizers (10.58%), and other chemical raw materials (10.09%) [21] Key Company Dynamics - The top three gaining companies for the week were Jianghua Micro (46.41%), Jiuding New Materials (28.47%), and Hongbaoli (26.73%) [26] - The companies in focus for potential investment include KaiSai Biological, Huaheng Biological, and other leading firms in synthetic biology and electronic chemicals [8][11][32] Industry Developments - The Ministry of Industry and Information Technology has issued guidelines for the construction of zero-carbon factories, aiming to establish a benchmark by 2027 across various sectors [35] - The U.S. government plans to finalize the 2026 biofuel blending quotas, maintaining high growth targets while addressing industry concerns [35]

Group 1 - The software development sector experienced a decline of 2.1% on January 19, with *ST Huike leading the drop [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - The table of individual stock performances in the software development sector shows significant declines, with *ST Huike down 12.84% to a closing price of 21.52 [2] Group 2 - The main capital flow in the software development sector indicated a net outflow of 5.87 billion yuan, while retail investors saw a net inflow of 3.783 billion yuan [2] - The trading volume for *ST Huike was 189,400 shares, with a transaction value of 428 million yuan [2] - Other notable declines included Zhizhen Technology down 10.00% and Hehe Information down 6.62% [2]

Core Viewpoint - Han Yi Co., Ltd. received an administrative regulatory measure decision from the Beijing Securities Regulatory Bureau due to violations related to the management and use of raised funds [1][2] Group 1: Regulatory Issues - Han Yi Co., Ltd. exceeded the board's approval limit when using idle self-owned funds for cash management [2] - The company used idle raised funds for cash management to purchase non-principal guaranteed financial products, violating multiple regulatory requirements [2] - Key executives, including the chairman and general manager, failed to ensure compliance with regulations regarding the use of raised funds and information disclosure [2] Group 2: Company Response - Han Yi Co., Ltd. expressed a commitment to address the issues raised in the decision and to enhance compliance with relevant laws and regulations [3] - The company aims to improve its operational standards and ensure accurate and timely information disclosure to promote high-quality development [3] Group 3: Shareholding Changes - From January 7 to January 9, 2026, the chairman reduced his holdings by 277,400 shares at an average price of 39.24 yuan per share and 554,800 shares through block trading at an average price of 36.00 yuan per share [3] - The total amount reduced by the chairman and associated parties from December 18, 2025, to January 9, 2026, was approximately 107 million yuan [4] - Han Yi Co., Ltd. was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on August 31, 2022, with a total public offering of 25 million shares at a price of 25.68 yuan per share [4]