南财智讯2月2日电，宏景科技在投资者关系活动中表示，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。 ...

Group 1: Financial Performance - The company expects to achieve a turnaround in 2025, with projected net profit ranging from 11,500,000 to 16,000,000 yuan, driven by significant growth in the computing power service sector [2] - Overall operating conditions are still impacted by the smart city sector, which has high fixed costs and slower-than-expected project payments affecting profit [2] Group 2: Order Status - The company has a substantial backlog of orders and is actively progressing with their delivery according to planned schedules [3] - Revenue recognition for the 2025 signed orders will occur gradually based on project delivery cycles and acceptance progress [3] Group 3: International Business Development - The company is advancing its overseas strategy, particularly in Southeast Asia, focusing on AI application and computing power service demands driven by local smart city initiatives [4] - The international expansion faces uncertainties such as geopolitical conflicts, regulatory environments, cultural differences, currency fluctuations, and complex cross-border compliance [4] - The company aims to proceed cautiously with its international business layout, adhering to the principle of "seeking progress while maintaining stability" and establishing robust risk management mechanisms [4] Group 4: Investor Advisory - The company encourages investors to be aware of and rationally assess potential risks associated with overseas business developments, as the pace of progress remains uncertain due to various unpredictable factors [5]

- The quantitative factors that performed well in the broker gold stock pool over the past month include total market capitalization, single-quarter net profit growth rate, and analyst net upgrade ratio[3][30] - The quantitative factors that performed poorly in the broker gold stock pool over the past month include post-earnings announcement gap excess, single-quarter ROE, and intraday return rate[3][30] - The broker gold stock performance enhancement portfolio achieved an absolute return of 11.47% and an excess return of 4.15% relative to the partial equity hybrid fund index for the period from January 5, 2026, to January 30, 2026[5][43] - The broker gold stock performance enhancement portfolio ranked in the 16.69th percentile among active equity funds for the period from January 5, 2026, to January 30, 2026[5][43] - The broker gold stock index achieved a return of 7.60% for the period from January 5, 2026, to January 30, 2026, compared to a return of 7.32% for the partial equity hybrid fund index over the same period[24]

Core Viewpoint - Hongjing Technology's recent performance announcement for 2025 has attracted significant market attention, showing strong growth in the first three quarters but a non-recurring loss in the fourth quarter due to asset impairment, reflecting a strategic shift towards AI computing services [1][2] Group 1: Performance Fluctuations - The company experienced a notable increase in operating performance in the first three quarters, but the fourth quarter saw a non-recurring loss primarily due to asset impairment, indicating a proactive approach to clearing historical burdens [1] - The fourth quarter's non-recurring loss is attributed to the company's asset impairment provisions, which are part of a strategic move to transition towards AI services while adhering to strict accounting principles [2] Group 2: AI Business Transformation - 2025 marks a pivotal year for Hongjing Technology as it transitions from traditional smart city services to a dual-driven model of "computing power leasing + AI services," with computing power services becoming the main growth engine [3] - The revenue share from computing power services has dramatically increased from 15.02% in 2023 to 91.28% in the first half of 2025, indicating a significant structural shift away from traditional business constraints [3] Group 3: Order Backlog and Long-term Growth - The company has a robust order backlog, with disclosed major contracts totaling 2.893 billion yuan, equivalent to 4.4 times the total revenue of 658 million yuan for 2024, ensuring high revenue recognition efficiency [4] - Analysts suggest that the ample order reserves provide a solid foundation for sustained performance growth, emphasizing the importance of focusing on the company's core business competitiveness and long-term growth potential despite short-term fluctuations [4]

摘要 红景科技主动调整业务结构，算力业务成为主要收入和利润来源，尽管 前期传统业务的收款计提导致利润有所调整，但整体转型进展显著，为 未来发展奠定基础。 公司对 2026 年发展前景充满信心，受益于充裕的在手订单、智能体爆 发及大厂 AI 资本开支增加，预计今年算力需求将远超去年，同时交付能 力显著提升。 红景科技看好国内云大厂出海带来的机会，凭借早期算力布局和丰富经 验，在海外市场具备竞争优势，并能赢得更多信任，预计今年海外市场 将有具体落地项目。 公司与腾讯等大厂保持紧密合作，为其提供不同方式的支撑与支持，腾 讯 AI 业务的增长将为红景科技带来新的业务机会，共同推动 AI 商业化 发展。 全球范围内面临芯片和电力短缺挑战，北美能源紧缺，东南亚电力资源 欠缺，红景科技提前布局相关地区，以应对未来算力需求的大幅增长。 Q&A 红景科技在 2025 年的业绩表现如何，主要有哪些因素影响了公司的收入和利 润？ 2025 年，红景科技的算力业务已经占公司收入的 95%以上。传统业务由于政 府和国企在财政方面的压力，从 2024 年、2025 年开始，公司主动控制了很 多传统订单。因此，大部分收入和利润来自于算力业 ...

经济观察网宏景科技（301396）公告，预计2025年度净利润为3000万元–4350万元，上年同期亏损 7569.17万元。公司2025年度业绩扭亏为盈的主要原因为算力服务板块的收入大幅增长。 ...

北京商报讯（记者 魏蔚）1月30日，根据宏景科技发布的2025年业绩预告，公司净利润3000万元–4350 万元，2024年宏景科技净亏损7569.17万元。 ...

二、与会计师事务所沟通情况 证券代码：301396 证券简称：宏景科技 公告编号：2026-007 宏景科技股份有限公司 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 （一）业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 （二）业绩预告情况：预计净利润为正值且属于扭亏为盈情形。 | 项 目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股东 的净利润 | 万元 盈利：3,000 万元–4,350 | 万元 -7,569.17 | | | 比上年同期增长：139.63%~157.47% | | | 扣除非经常性损益后 的净利润 | 盈利：3,279 万元–4,629 万元 | 万元 -8,446.63 | | | 比上年同期增长：138.83%~154.81% | | 2026 年 1 月 30 日 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务 所审计。公司已就业绩预告有关事项与年报审计会计师事务所进行了预沟通， 公司与 ...

Group 1 - The cloud computing and computing power leasing sectors are active at the beginning of trading, with Hongjing Technology rising over 10% to reach a new high [1] - Chengdi Xiangjiang has hit the daily limit, indicating strong investor interest [1] - Other companies such as Century Huatong, Data Port, Xiechuang Data, Litong Electronics, and Langke Technology are also experiencing gains [1]

股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况 证券代码：301396 证券简称：宏景科技 公告编号：2026-006 宏景科技有限公司 （三）经核实，公司、控股股东和实际控制人不存在关于本公司的应披露而 未披露的重大事项，或处于筹划阶段的重大事项。 （四）经核实，公司控股股东、实际控制人以及本公司董事、高级管理人员 在股票交易异常波动期间均不存在买卖本公司股票的行为。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所创业板股票 上市规则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、 意向、协议等；董事会也未获悉本公司有根据《深圳证券交易所创业板股票上市 规则》等有关规定应予以披露而未披露的、对本公司股票及其衍生品种交易价格 产生较大影响的信息；公司前期披露的信息不存在需要更正、补充之处。 四、风险提示 1、经自查，公司不存在违反公平信息披露规定的其他情形。 宏景科技股份有限公司（以下简称"公司"或"本公司"）股票于 2026 年 1 月 26 日、 ...