2月3日早盘，寒武纪持续走低，截至11时20分，跌幅为13.86%，股价报1069.81元/股，总市4511亿元。此外，国产AI芯片板块多股走低，摩尔线程跌 4.91%，沐曦股份跌5.30%，海光信息跌2.56%。 上证报中国证券网讯（记者 王玉晴）2月3日早盘，寒武纪持续走低，截至11时20分，跌幅为13.86%，股价报1069.81元/股，总市4511亿元。此外，国产AI芯 片板块多股走低，摩尔线程跌4.91%，沐曦股份跌5.30%，海光信息跌2.56%。 K线 5日 ▽ 5 15 30 60 日 周 月 更多周期 ~ 走势叠加 ~ 竞价 ~ 到价提醒 大单格 ◁》 股东大会：于2026-02-06召开2026年第一次临时股东大会 摩尔线程-U 542.01 -4.91% 分时 均线 所属行业: 半导体 603.80 (2 595.35 586.90 578.45 570.00 561.55 V 553.10 544.65 536.20 252 |||||1 126 IIII III Hollillindo... Landmin | | MACD (12,26,9) DIF:-0.1257 ↑ DEA:- ...

Group 1 - The core viewpoint is that domestic AI chip companies, particularly Cambricon, experienced significant stock price declines, with Cambricon's market value falling below 460 billion yuan [1] - Cambricon's stock price dropped over 13%, closing at 1,083.34 yuan, reflecting a decrease of 12.77% [2] - Other AI chip companies also faced declines, with Moer Technology down over 5% to 542.50 yuan, Huagong Information down over 3% to 247.40 yuan, and Muxi Co., Ltd. down 6% to 501.18 yuan [1][2]

Group 1 - The core viewpoint of the article highlights a significant decline in the stock prices of domestic AI chip companies, with Cambricon's stock dropping over 13%, leading to a market capitalization below 460 billion yuan [1] - Other AI chip companies also experienced declines, with Moore Threads down over 5%, Haiguang Information down over 3%, and Muxi Co., Ltd. down 6% [1] Group 2 - Cambricon's stock price is reported at 1083.34 yuan, reflecting a decrease of 12.77% or a drop of 158.66 yuan [2] - Moore Threads' stock price is at 542.50 yuan, showing a decline of 4.82% or a decrease of 27.50 yuan [2] - Muxi Co., Ltd. has a stock price of 501.18 yuan, down 5.46% or 28.92 yuan [2] - Haiguang Information's stock price stands at 247.40 yuan, with a decrease of 1.94% or 4.90 yuan [2]

寒武纪今日盘中大幅跳水，截至发稿跌超13%，股价跌破1100元/股，总市值回落到5000亿元下方，成 交额超135亿元。 | 名称 | 最新 | 涨幅 ↑ | 涨跌 | | --- | --- | --- | --- | | 寒武纪-U | 1072.07 -13.68% - - 169.93 | | | | 688256 科创 | | | | | 沐曦股份-U 499.05 | | -5.86% | -31.05 | | 688802 科创 融 | | | | | 摩尔线程-U | 540.12 -5.24% | | -29.88 | | 688795 科分 | | | | 1月30日晚，寒武纪公布2025年年度业绩预告。公告显示，寒武纪预计2025年度实现营业收入60亿元至 70亿元，与上年同期相比将增加48.26亿元到58.26亿元，同比增长410.87%至496.02%；实现归母净利润 18.5亿元到21.5亿元，将实现同比扭亏为盈；实现归母扣非净利润16亿元到19亿元。 紧盯盘中热点轮动，捕捉板块异动信号，把脉主力资金动向。 | IN i | 44 11 | | | | --- | --- | -- ...

Group 1 - The stock price of domestic AI chip company Cambricon fell over 13%, with its market value dropping below 460 billion yuan [3] - Other AI chip companies also experienced declines, with Moer Technology down over 5%, Haiguang Information down over 3%, and Muxi Co. down 6% [3] Group 2 - Cambricon's trading volume was reported at 160,200 shares, with a 5-day moving average (5PMA) of 1,602.44 [1] - Moer Technology had a trading volume of 27,050 shares, with a 5PMA of 985.31 [1] - Haiguang Information's trading volume was 67,160 shares, with a 5PMA of 320.74 [1]

（文章来源：每日经济新闻） 每经AI快讯，寒武纪-U跌超10%，成交额超100亿元。摩尔线程、沐曦股份跌超4％。 ...

格隆汇2月3日｜寒武纪盘中大幅跳水，现跌逾9%，总市值回落至4800亿元下方；摩尔线程、沐曦股份 跌超3%。 ...

每经AI快讯，2月3日，寒武纪盘中大幅跳水，股价一度跌近8%，总市值回落到5000亿下方，摩尔线 程、沐曦股份跌超3%。 ...

Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making, focusing on extracting investment value from significant events and analyzing industry chain companies [1] - A company has launched a high-density liquid cooling computing product in collaboration with Muxi Co., providing full lifecycle services for liquid cooling data centers and offering a complete range of HVDC power solutions from 240V to 800V [1] - Another company has developed silicon photonics wafer testing equipment for optical communication and has expanded its application to MEMS sensor testing, with products already delivered to overseas wafer manufacturers [1]

Core Viewpoint - The company, Youfa Group, expects significant growth in net profit for 2025, driven by improved operational performance and investment gains [1][2]. Financial Performance - The company anticipates a net profit attributable to shareholders of 646 million to 706 million yuan for 2025, representing a year-on-year increase of 52.11% to 66.23% [1][2]. - The expected net profit after deducting non-recurring items is projected to be between 433 million and 493 million yuan, reflecting a growth of 35.24% to 53.98% year-on-year [1][2]. - In 2023, despite a 9.56% decline in revenue, the net profit increased by 91.85% to 570 million yuan [3]. Market Position - Youfa Group is the largest manufacturer of welded steel pipes in China, maintaining the top position in production and sales for 19 consecutive years [1][4]. - The company has a production capacity of 654.77 million tons of various steel pipes in the first half of 2025, marking a 4.18% increase year-on-year [4]. Strategic Initiatives - The company is enhancing its domestic production base and accelerating overseas capacity expansion to improve market share and brand influence [1]. - Youfa Group is actively pursuing global expansion, focusing on Southeast Asia, the Middle East, and Central Asia, and has established subsidiaries for direct export trade [5][6]. Investment and Assets - The company holds 341,700 shares of Muxi Co., with an estimated fair value change gain of approximately 110 million yuan [1][2]. - As of September 2025, Youfa Group has cash and cash equivalents of 11.62 billion yuan and trading financial assets of 172 million yuan, indicating strong short-term liquidity [3].