Group 1 - Company Macroview: Hongjing Technology Co., Ltd. (301396.SZ) operates in the information technology industry, primarily providing professional consulting services [1][2] - 2024 Financial Performance: The company reported a revenue of 658 million yuan, with a revenue growth rate of -14.64% and a net profit attributable to the parent company of -76 million yuan, reflecting a net profit growth rate of -279.29% and a return on equity of -6.11% [2] - 2025 Financial Performance: In the first half of 2025, the company achieved a revenue of 1.188 billion yuan, with a revenue growth rate of 567.14% and a net profit attributable to the parent company of 60 million yuan, indicating a net profit growth rate of 725.73% [2] Group 2 - Main Business Composition: In 2024, the company's main business composition included computing power equipment integration services (70.8%), urban comprehensive management (14.14%), smart park services (8.11%), smart livelihood services (4.41%), and operation and maintenance services (2.55%) [2] - Recent Contract Win: On February 9, 2026, the company announced winning a procurement project for information security software development services, with a contract value of 4.2267 million yuan [1]

宏景科技股份有限公司（以下简称"公司"）对外提供担保总额超过公司最近 一期经审计净资产的100%，前述担保均为公司对合并报表范围内单位提供的担 保，处于公司可控范围内，敬请广大投资者充分关注并注意投资风险。 证券代码：301396 证券简称：宏景科技 公告编号：2026-008 宏景科技股份有限公司 关于对外担保的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 一、担保情况概述 公司于2025年7月24日召开第四届董事会第八次会议、第四届监事会第八次 会议、2025年8月13日召开2025年第二次临时股东大会，审议通过了《关于增加 2025年度担保额度及担保对象的议案》，同意公司为控股子公司深圳宏景纵横科 技有限公司（以下简称"宏景纵横"）提供不超过人民币500,000万元的担保额 度，用于宏景纵横向银行及其他金融机构申请综合授信及日常经营（包括但不限 于相关业务合同的担保）。具体内容详见公司于2025年7月29日刊登在巨潮资讯 网（http://www.cninfo.com.cn）上的《关于增加2025年度担保额度及担保对象的 公告》（公告编 ...

Core Viewpoint - The medical information technology sector experienced a decline of 0.44% on February 4, with Hongjing Technology leading the drop [1] Group 1: Market Performance - On the same day, the Shanghai Composite Index closed at 4102.2, up by 0.85% [1] - The Shenzhen Component Index closed at 14156.27, up by 0.21% [1] Group 2: Capital Flow - The medical information technology sector saw a net outflow of 2.284 billion yuan from major funds, while retail investors contributed a net inflow of 1.621 billion yuan [1] - Speculative funds recorded a net inflow of 663 million yuan into the sector [1]

Market Overview - The IT services sector experienced a decline of 2.51% on February 4, with Hongjing Technology leading the drop [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Stock Performance - Notable gainers in the IT services sector included: - *ST Yunchuang: Closed at 10.00, up 24.07% with a trading volume of 180,500 shares and a turnover of 176 million [1] - Hailianxun: Closed at 18.63, up 12.16% with a trading volume of 421,300 shares and a turnover of 759 million [1] - Blog Data: Closed at 74.00, up 7.90% with a trading volume of 47,600 shares and a turnover of 355 million [1] - Major decliners included: - Hongjing Technology: Closed at 89.38, down 14.07% with a trading volume of 266,900 shares and a turnover of 2.443 billion [2] - Wangsu Technology: Closed at 16.72, down 13.41% with a trading volume of 6,524,300 shares and a turnover of 11.161 billion [2] - Kaipu Cloud: Closed at 173.99, down 12.57% with a trading volume of 43,000 shares and a turnover of 751 million [2] Capital Flow - The IT services sector saw a net outflow of 7.836 billion from institutional investors, while retail investors contributed a net inflow of 5.331 billion [2] - Specific stock capital flows included: - ShenZhou Information: Net inflow of 78.273 million from institutional investors, with a net outflow of 97.670 million from retail investors [3] - Hailianxun: Net inflow of 56.321 million from institutional investors, with a net outflow of 75.410 million from retail investors [3] - Blog Data: Net inflow of 44.719 million from institutional investors, with a net outflow of 18.707 million from retail investors [3]

Group 1 - The concept of computing power leasing is experiencing ongoing adjustments in the market, with significant declines observed in several companies [1] - Companies such as Macroview Technology, Wangsu Science and Technology, and Kaipu Cloud have seen their stock prices drop by over 10% [1] - Previously, Dawi Technology faced a trading halt, indicating heightened volatility in the sector [1] Group 2 - Other companies like Zhuoyi Information, Litong Electronics, Aofei Data, Shiji Hengtong, and Youke De also reported notable declines in their stock prices [1] - The overall trend suggests a bearish sentiment in the computing power leasing industry, impacting multiple players [1]

Investment Rating - The industry investment rating is "Positive" (maintained) [3] Core Insights - The semiconductor industry is leading growth, with smart devices supporting "new quality productivity" as a clear example of China's economic transition towards high-quality development. The growth in these sectors is driven by technological innovation and improvements in total factor productivity [27][30]. - The report highlights the strong demand for high-performance memory driven by AI servers and new generation PCs, indicating that the storage chip industry is entering a new upcycle [24][29]. Summary by Sections Market Overview - The Shanghai Composite Index fell by 0.44% to 4117.95 points, while the Shenzhen Component Index decreased by 1.62% to 14205.89 points during the week of January 26 to February 1, 2026. The three major indices showed slight fluctuations but remained above the 10-day moving average, indicating strong short-term support [1][7]. Industry Data Tracking - Global smartphone shipments reached 336 million units in Q4 2025, marking a year-on-year growth of 2.28%. However, China's smartphone shipments saw a significant decline of 29.4% year-on-year in December 2025 [18]. - Global semiconductor sales reached $75.3 billion in November 2025, reflecting a year-on-year growth of 29.8% [21][22]. - The storage chip industry is experiencing a strong upward trend in DRAM prices since June 2025, driven by robust demand from AI servers and data centers [24]. Investment Recommendations - The report suggests focusing on technology-intensive sectors like smart consumer devices and semiconductors, which are becoming core drivers of economic growth. It emphasizes the importance of domestic semiconductor companies that have made breakthroughs in design, manufacturing, and equipment [27][30]. - The report recommends paying attention to domestic equipment and materials companies that have entered the mainstream chip manufacturing supply chain, as they are crucial to China's self-sufficiency strategy in the semiconductor industry [30][29]. Industry News - Alibaba's Tsinghua Unigroup launched its high-end AI chip "Zhenwu 810E," which has been deployed in various applications, showcasing advancements in domestic chip technology [30][31]. - Two semiconductor companies announced price increases for their chips due to supply constraints and rising costs, indicating a tightening market [32][33]. - The semiconductor industry chain achieved significant profit growth, with integrated circuit manufacturing profits increasing by 172.6% in 2025 [34].

证券日报网2月2日讯 ，宏景科技在接受调研者提问时表示，目前，公司已与东南亚地区的相关企业开 展了深入洽谈与务实协商，公司海外战略布局正从前期的资源对接阶段稳步迈入方案落地与项目推进的 新阶段。这一进程主要聚焦于东南亚各国加速推进人工智能国家战略所带来的重大机遇——当地在产业 智能化升级和智慧城市建设等领域，对AI应用及算力服务的需求持续释放且日益刚性。公司拟围绕AI 场景的定制化解决方案、跨境算力协同服务等核心业务方向，精准对接区域市场需求，助力本地数字化 转型，同时依靠中资企业抱团出海、海外本地华商平台合作等方式有效降低自身国际化进程中可能面临 的市场准入与运营风险。同时，海外业务拓展仍面临地缘政治冲突、监管环境、文化认同差异、汇率波 动以及跨境合规复杂性等多重难以完全规避的不确定性因素。因此，公司将始终坚持"稳中求进、风险 可控"的原则，在充分评估并建立完善的风险识别、应对与管理机制的基础上，审慎、有序、分阶段地 推进海外市场的业务布局，确保国际化战略行稳致远。未来，公司将积极把握全球市场发展机遇，持续 审慎推进海外业务拓展，努力提升核心竞争力和国际化运营能力，力争以更稳健的经营成果和更优异的 业绩回报 ...

Core Viewpoint - The company expects to achieve profitability by 2025, primarily driven by significant revenue growth in its computing power service segment, with projected net profits ranging from 115 million to 160 million yuan [1] Group 1: Financial Performance - The company anticipates a turnaround in its financial performance, expecting to report a net profit between 115 million yuan and 160 million yuan by 2025 [1] - The growth in the computing power service segment is a key factor contributing to the expected profitability [1] Group 2: Operational Challenges - The overall business performance is still impacted by the smart city segment, which has high fixed costs [1] - Delays in project payments are affecting the company's profit situation [1]

证券日报网2月2日讯，宏景科技（301396）在接受调研者提问时表示，目前，公司在手订单充裕，正在 按规划积极推进相关订单的交付。公司2025年度签订的订单会根据不同项目的交付周期和验收进展陆续 进行收入确认。 ...

证券之星消息，2月2日医疗信息化板块较上一交易日下跌2.52%，宏景科技领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。医疗信息化板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 从资金流向上来看，当日医疗信息化板块主力资金净流出25.15亿元，游资资金净流入4.12亿元，散户资 金净流入21.03亿元。医疗信息化板块个股资金流向见下表： ...