瀚川智能业绩扭亏为盈，AI算力布局引关注

Recent Performance - The company announced a profit forecast on January 30, 2026, expecting a net profit attributable to shareholders of 42.75 million yuan for 2025, marking a turnaround from losses. The reasons for this turnaround include strategic business adjustments, a focus on high-margin automotive electrical connection intelligent equipment, and cost reduction measures [1] - In the third quarter of 2025, the net profit attributable to shareholders reached 43.46 million yuan, with a single-quarter profit of 20.53 million yuan, and revenue growth of 283.5% year-on-year, indicating a strong business recovery momentum [1] Business Development - The company is extending its business from automotive applications to artificial intelligence computing power center equipment, responding to market interest in this new direction. In 2025, the company will focus on local operations in North America and Europe, with subsidiaries in Germany and Hungary enhancing service capabilities, which is expected to contribute to new growth points from overseas orders [2] Stock Performance - With policy support for intelligent manufacturing and automotive electrification, the sector's attention has increased. As a high-end equipment enterprise on the Sci-Tech Innovation Board, the company has strong valuation recovery potential. As of February 12, 2026, the net inflow of main funds was 5.07 million yuan, with a turnover rate of 3.59%, indicating a significant increase in market activity [3] Recent Company Status - It is important to note that the company's net profit after deducting non-recurring items for 2025 remains negative, and the asset-liability ratio is relatively high, necessitating ongoing observation of the effects of business adjustments [4]