宏盛股份涨停背后：液冷服务器概念热炒与业绩预增双重驱动

Group 1 - The core viewpoint of the news is that Hongsheng Co., Ltd. (603090) experienced a strong stock price surge, closing at 77.02 yuan with a 10.00% increase, driven by the rising popularity of liquid-cooled servers and a positive earnings forecast for 2025 [1] - On February 12, the company saw a net inflow of main funds amounting to 68.43 million yuan, with a turnover rate of 5.87% and a sealed order fund of 23.50 million yuan [1] - The company has terminated its loss-making overseas lithium battery PACK business, which is expected to reduce losses by approximately 30 million yuan annually, indicating a business structure optimization [1] Group 2 - Recent stock price fluctuations show that after the surge on February 12, the opening price on February 13 was 75.48 yuan, with a latest price of 74.96 yuan, reflecting a decrease of 2.67% [2] - Over the past five days, the cumulative price change has been 7.75%, and the year-to-date increase is 35.18% [2] - The stock belongs to the liquid-cooled server, energy storage, and wind power concept sectors, which all saw increases on February 12 [2] Group 3 - The earnings forecast for 2025 indicates that the net profit attributable to shareholders is expected to grow by 52%-72%, with a non-recurring net profit growth of 54%-75% [3] - The improvement in performance is attributed to an increase in orders, the termination of loss-making businesses, and a decrease in financial expenses [3] - For the first three quarters of 2025, the company reported revenue of 554 million yuan, a year-on-year increase of 6.73%, and a net profit of 64.38 million yuan, up 34.78% year-on-year [3] Group 4 - Institutional forecasts suggest that the net profit for 2025 is expected to grow by 61.41%, with a projected growth rate of 148.96% for 2026 [4] - Recent institutional ratings have been neutral, with low research frequency, but profit expectations remain positive [4] - The company focuses on thermal management business, expanding its products into emerging fields such as data centers and hydrogen energy buses, benefiting from industry policy support [4]