Cambricon(SH:688256) Xuan Gu Bao·2026-02-01 12:20Suspension and Resumption of Trading - Fenglong Co., Ltd. has completed the suspension review and resumed trading, with UBTECH committing not to inject assets within 36 months [1] - Jiamei Packaging has also completed the suspension review and resumed trading [1] - Jihua Group's controlling shareholder is planning a change in control, leading to stock suspension [2] - Minexplosion Optoelectronics intends to acquire 51% of Xiamen Xizhi Precision Technology Co., Ltd. in cash, and has resumed trading. Xizhi focuses on the R&D, production, and sales of micro-drilling needles, deepening its core consumables in PCB manufacturing [2] External Investments and Daily Operations - Jerry Holdings has signed a sales contract for gas turbine generator sets for a U.S. data center worth 1.265 billion yuan [3] - Liyang Chip plans to raise no more than 970 million yuan through a private placement for integrated circuit testing projects [4] - Aoshikang intends to invest 1.82 billion yuan in a high-end printed circuit board project, which will achieve an annual production capacity of 840,000 square meters of high multilayer boards and HDI boards upon completion [4] - Huayou Cobalt plans to collaborate on building an integrated battery industry chain project in Indonesia [5] - Parker New Materials aims to raise no more than 1.58 billion yuan for key components of high-end energy equipment and integrated intelligent manufacturing projects [6] - Seres reported January automobile sales of 45,900 units, a year-on-year increase of 104.85% [7] Performance Changes - Zhongji Xuchuang expects a net profit of 9.8 billion to 11.8 billion yuan in 2025, representing a year-on-year growth of 89.50% to 128.17%, with a continuous increase in the proportion of high-speed optical modules [8] - Xinyi Sheng anticipates a net profit of 9.4 billion to 9.9 billion yuan in 2025, a year-on-year increase of 231.24% to 248.86%, benefiting from sustained growth in computing power investment and rapid demand for high-speed products [8] - Cambrian expects a net profit of 1.85 billion to 2.15 billion yuan in 2025, turning profitable year-on-year [9] - Guoxuan High-Tech forecasts a net profit of 2.5 billion to 3 billion yuan in 2025, a year-on-year increase of 107.16% to 148.59%, driven by rapid growth in demand for new energy vehicles and energy storage [9] - Lio Co., Ltd. expects a net profit of 190 million to 250 million yuan in 2025, turning profitable year-on-year [10] - HNA Holding anticipates a net profit of 1.8 billion to 2.2 billion yuan in 2025, turning profitable year-on-year [11] - *ST Songfa expects a net profit of 2.4 billion to 2.7 billion yuan in 2025, turning profitable year-on-year [12] - China International Capital Corporation forecasts a net profit of 8.542 billion to 10.535 billion yuan in 2025, an increase of 50% to 85% year-on-year, driven by steady growth in core business segments [12] - Shandong Gold expects a net profit of 4.6 billion to 4.9 billion yuan in 2025, an increase of 56% to 66% year-on-year, mainly due to optimized production layout and rising gold prices [12] - Obsidian expects a net profit of 123 million yuan in 2025, turning profitable year-on-year, focusing on niche industry demands and product development [12][13]