VeriSilicon(SH:688521) Xin Lang Cai Jing·2026-01-26 02:43Group 1 - The Core Point: The AI-focused ETF (589010) experienced a volatile trading session, peaking at a 2.11% increase before declining, with the latest price at 1.650 yuan, down 0.302% from the opening price [1] - The ETF tracks 30 constituent stocks, with 27 stocks declining, led by Zhongke Xingtou with a drop of over 9%, while only 3 stocks gained, including Chipone with over 11% increase [1] - The trading volume reached 80.58 million yuan, with a turnover rate of 2.99%, indicating relatively high trading activity [1] Group 2 - Chipone reported a net loss of 449 million yuan for 2025, a reduction of 25.29%, while new orders signed for the year reached 5.96 billion yuan, a year-on-year increase of 103.41% [1] - The company achieved record quarterly orders three times, with AI computing-related orders accounting for over 73% of total orders, and year-end backlog orders significantly increased to 5.075 billion yuan [1] - Guosheng Securities noted that Chipone's new orders for Q4 2025 reached a historical high of 2.494 billion yuan, with AI computing-related orders making up over 84% [2] - The company is expected to see continuous growth in revenue and net profit from 2025 to 2027, benefiting from its rich experience in chip production and strong customer recognition [2]