YONGHUI SUPERSTORES(SH:601933) Jin Rong Jie·2026-01-22 01:10Company Highlights - Tianfu Communication expects a net profit attributable to shareholders of 1.881 billion to 2.150 billion yuan, representing a year-on-year growth of 40% to 60%, driven by the acceleration of the artificial intelligence industry and global data center construction [10] - Jin'an Guoji anticipates a net profit of 280 million to 360 million yuan for 2025, a significant increase of 655.53% to 871.4% year-on-year, due to improved market conditions for copper-clad laminates and optimized product structure [10] - Juhua Co. forecasts a net profit of 3.54 billion to 3.94 billion yuan for 2025, reflecting an 80% to 101% increase compared to the previous year [10] - Demingli expects a net profit of 650 million to 800 million yuan for 2025, marking an increase of 85.42% to 128.21% year-on-year [10] - Moore Threads anticipates revenue of 1.45 billion to 1.52 billion yuan for 2025, with a growth rate of 230.70% to 246.67% year-on-year, but expects a net loss of 950 million to 1.06 billion yuan, narrowing the loss by 34.50% to 41.30% [11] - Yonghui Supermarket predicts a net loss of 2.14 billion yuan for 2025, compared to a loss of 1.47 billion yuan in the previous year [11] - Tengjing Technology announced a procurement order from a client worth 12.8 million USD (approximately 89.15 million yuan) for a two-dimensional collimator array [11] - Tianhua New Energy is planning to issue shares overseas (H-shares) to accelerate its international strategy [11] - Zhaomi Technology has become a strategic partner for the 2026 Spring Festival Gala of China Central Television [11] - Ubisoft announced significant organizational and operational adjustments, terminating the development of six games and extending the development cycle of seven games, with expected net bookings of approximately 1.5 billion euros for the 2025-26 fiscal year, a reduction of about 330 million euros in gross profit compared to previous guidance [11] - SpaceX is actively pursuing an IPO plan, aiming to complete it by July this year [11] - Nvidia's CEO Jensen Huang plans to visit China to restart the domestic AI chip market, emphasizing the need for substantial infrastructure investment for AI [11] - Apple is accelerating its AI initiatives, developing an AI wearable device called "Pin" and planning significant updates to Siri, transforming it into the company's first AI chatbot [13] Industry Trends - The commercial aerospace sector is experiencing significant growth, with breakthroughs in reusable rocket technology and accelerated development of large satellite constellations, driving new directions like space photovoltaics to become a growth blue ocean [7] - European natural gas prices have surpassed 40 euros per megawatt-hour for the first time since June last year, driven by supply concerns due to unusually cold weather [7] - The autonomous driving sector in Guangdong has introduced policies to promote the application of autonomous driving models and expand testing areas for high-level autonomous driving [7] - The brain-computer interface industry is in a high-growth phase driven by policy support and technological breakthroughs, with Neuralink's production expectations and new ultrasound brain-computer interface technologies marking a shift towards commercialization [7] - The development of 6G technology in China has reached the first phase of technical testing, with over 300 key technology reserves, and the second phase of testing has recently commenced [8]