每经头条（nbdtoutiao）——"春节也要加班，抢在4月1日前交货"！有光伏企业在抢出口，也有企业很 纠结：白银等原材料成本激增，决策困难 （记者 王晓波） 每经AI快讯，大族数控1月13日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润7.85亿元 ~8.85亿元，同比增长160.64%~193.84%。公司2025年业绩同比上升的主要原因是：在全球AI算力中心 基础设施投资持续提升推动下，用于AI服务器、高速交换机等产品的高多层板及高多层HDI板需求旺 盛，显著带动下游PCB制造企业产能扩充的积极性，PCB专用加工设备市场规模大增。公司紧抓行业成 长机遇，不断提升产品技术能力并积极扩充产能，促进公司营业收入大幅成长；同时，高价值产品销售 占比增加，进一步优化了公司的营收结构，利润水平稳步增长。 ...

每经AI快讯，1月13日，大族数控（301200）(301200.SZ)公告称，预计2025年度归属于上市公司股东的 净利润为7.85亿元–8.85亿元，比上年同期上升160.64%~193.84%。公司2025年业绩同比上升的主要原因 是：在全球AI算力中心基础设施投资持续提升推动下，用于AI服务器、高速交换机等产品的高多层板 及高多层HDI板需求旺盛，显著带动下游PCB制造企业产能扩充的积极性，PCB专用加工设备市场规模 大增。公司紧抓行业成长机遇，不断提升产品技术能力并积极扩充产能，促进公司营业收入大幅成长； 同时，高价值产品销售占比增加，进一步优化了公司的营收结构，利润水平稳步增长。 ...

Core Viewpoint - Dazhu CNC (301200) forecasts a significant increase in net profit for 2025, projecting a range of 785 million to 885 million yuan, representing a year-on-year growth of 160.64% to 193.84% [1] Company Summary - Dazhu CNC is expected to benefit from the ongoing investment in global AI computing infrastructure, which is driving strong demand for high-layer boards and high-density interconnect (HDI) boards used in AI servers and high-speed switches [1] - The anticipated growth in demand is expected to encourage PCB manufacturing companies to expand their production capacity [1] Industry Summary - The market size for PCB specialized processing equipment is projected to increase significantly due to the rising demand from downstream PCB manufacturers [1]

大族数控公告，预计2025年度归属于上市公司股东的净利润为7.85亿元-8.85亿元，同比增长 160.64%-193.84%。公司2025年业绩同比上升的主要原因是：在全球AI算力中心基础设施投资持续提升 推动下，用于AI服务器、高速交换机等产品的高多层板及高多层HDI板需求旺盛，显著带动下游PCB制 造企业产能扩充的积极性，PCB专用加工设备市场规模大增。 (本文来自第一财经) ...

36氪获悉，大族数控发布2025年度业绩预告。报告显示，预计2025年度归属于上市公司股东的净利润为 7.85亿元–8.85亿元，比上年同期上升160.64%–193.84%。公司2025年业绩同比上升的主要原因是：在全 球AI算力中心基础设施投资持续提升推动下，用于AI服务器、高速交换机等产品的高多层板及高多层 HDI板需求旺盛，显著带动下游PCB制造企业产能扩充的积极性，PCB专用加工设备市场规模大增。 ...

大族数控公告称，预计2025年度归属于上市公司股东的净利润为7.85亿元–8.85亿元，比上年同期上升 160.64%–193.84%。公司2025年业绩同比上升的主要原因是：在全球AI算力中心基础设施投资持续提升 推动下，用于AI服务器、高速交换机等产品的高多层板及高多层HDI板需求旺盛，显著带动下游PCB制 造企业产能扩充的积极性，PCB专用加工设备市场规模大增。公司紧抓行业成长机遇，不断提升产品技 术能力并积极扩充产能，促进公司营业收入大幅成长；同时，高价值产品销售占比增加，进一步优化了 公司的营收结构，利润水平稳步增长。 （文章来源：第一财经） ...

Core Viewpoint - The company Dazhu CNC expects a net profit of 785 million to 885 million yuan for the year 2025, representing a year-on-year increase of 160.64% to 193.84% [1] Group 1: Company Performance - The anticipated growth in net profit for 2025 is primarily driven by increased global investment in AI computing infrastructure [1] - There is a strong demand for high multilayer boards and high multilayer HDI boards used in AI servers and high-speed switches, which significantly boosts the capacity expansion of downstream PCB manufacturing enterprises [1] - The market size for PCB specialized processing equipment is experiencing substantial growth due to these trends [1]

证券代码：301200 证券简称：大族数控 公告编号：2026-002 深圳市大族数控科技股份有限公司 关于 2025 年度拟计提资产减值准备的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 为真实、客观地反映深圳市大族数控科技股份有限公司（以下简称"公司"、" 本公司"）的财务状况及资产价值，公司根据《深圳证券交易所上市公司自律监 管指引第 2 号——创业板上市公司规范运作（2025 年修订）》《企业会计准则》 及公司会计政策的相关规定，对截至 2025 年 12 月 31 日合并财务报表范围内可能 发生减值迹象的相关资产计提减值准备。现将具体情况公告如下： 一、 本次拟计提资产减值准备情况概述 根据《企业会计准则》及会计政策等相关规定，公司合并报表范围内各公司 对截至 2025 年 12 月 31 日所属资产进行了减值测试，基于谨慎性原则，对可能发 生资产减值损失的相关资产计提减值准备。 经测试，公司 2025 年度拟计提信用减值准备合计 2,452.30 万元，转回应收账 款坏账准备 0.30 万元，核销应收账款坏账准备合计 18.34 万元，计提 ...

证券代码：301200 证券简称：大族数控 公告编号：2026-001 深圳市大族数控科技股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 | | | | 项 目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司 | 盈利：78,500.00万元–88,500.00万元 | 盈利：30,117.98 | | 股东的净利润 | 比上年同期上升：160.64%–193.84% | 万元 | | 扣除非经常性损 | 盈利：78,000.00万元–88,000.00万元 | 盈利：21,009.74 | | 益后的净利润 | 比上年同期上升：271.26%–318.85% | 万元 | 注：本公告中的"万元"均指人民币万元。 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务 所审计。公司已就业绩预告有关重要事项与年度审计会计师事务所进行了预沟 ...

Core Insights - In 2025, China's display industry is shifting its focus and value center towards upstream development, with the global output value of display materials reaching 43%, ranking first in the world [1] - The industry is overcoming key projects that have long been on the "choke point" list, such as high-generation glass substrates and high-end photoresists, indicating a significant evolution in China's role in the global display landscape [1] Upstream Breakthroughs - The domestic production of G8.6+ glass substrates by Rainbow Holdings has broken the long-standing reliance on imports, making China the third country to master this core technology [3] - Companies like Luvi Optoelectronics and Qingyi Optoelectronics have initiated high-precision mask projects, marking a milestone in the high-end mask sector [3] - Nanjing Gaoguang has achieved the first set of ultra-fine metal masks, indicating a move towards large-scale supply of domestic FMM [3] Functional Materials Development - Aolaide has launched an industrialization project for key OLED functional materials, planning for a thousand-ton capacity [4] - Nanda Optoelectronics has completed small-batch process verification for ArF photoresists, breaking the long-standing monopoly of Japanese companies in the high-end photoresist market [4] - The second phase of the ultra-thin flexible glass project by Kaisheng Technology has commenced production, significantly increasing domestic capacity [4] Strategic Mergers and Acquisitions - Chinese display material companies are accelerating global expansion through strategic acquisitions, such as the acquisition of LG Chem's SP polarizer business by Shanshan [5] - Haosheng Technology's acquisition of LG Chem's OLED optical film business for 4.5 billion yuan enhances its competitive edge in the OLED sector [5] - Feikai Materials has completed the acquisition of JNC Liquid Crystal Materials, further consolidating its position in the market [5] Equipment Advancements - In 2025, multiple 8.6-generation OLED production lines are being established, creating significant demand for domestic equipment [7] - Aolaide's subsidiary won a bid for the first domestic 8.6-generation AMOLED production line evaporation source equipment, marking a leap in domestic technology [8] - Shanghai Microelectronics successfully delivered the sixth-generation OLED lithography machine, achieving a breakthrough in high-end lithography equipment [8] Capital Market Dynamics - The capital market is witnessing a wave of listings in the display industry, reflecting a shift in investment focus from low-margin panel manufacturing to high-value upstream technologies [10][11] - Companies like Yihua Technology and Xiahua Technology are initiating IPO processes, indicating a growing interest in the display sector [10][11] Collaborative Innovation Ecosystem - The breakthroughs in China's display upstream are not only technological but also represent a systematic upgrade in the "materials/equipment-panel-terminal" industry chain collaboration model [12] - Collaborative projects between companies and research institutions are shortening the transition from laboratory to production line, enhancing innovation efficiency [12] - The global display industry competition is evolving into a contest between regional or leading enterprise clusters, with China gaining a favorable position due to its complete and innovative upstream ecosystem [13]