报告期内，公司全面拥抱AI，以数智车辆诊断终端、智慧能源中枢为业务入口，持续为全球客户提供 智能化服务，驱动了业绩的快速增长。在数智车辆诊断领域，公司持续深化AI多模态语音大模型和 AIAgents应用，具备AI特性的新品获得客户高度认可，实现了业绩的快速增长，其中TPMS产品持续保 持高速增长。在智慧充电领域，公司持续深化从功率模块、液冷超充设备到智能运维及AI巡检的端到 端系统能力，夯实"数智能源充电大模型"以及系列Agents应用，推进能源、交通、停车场运营、酒店公 寓等多个全球行业顶级客户的项目交付。 格隆汇2月11日丨道通科技(688208.SH)公布2025年度业绩快报，公司2025年度实现营业收入48.38亿元， 同比增长23.04%；实现归属于母公司所有者的净利润9.35亿元，同比增长45.89%；实现归属于母公司所 有者的扣除非经常性损益的净利润8.8亿元，同比增长62.77%。 ...

| 股票代码：688208 | 股票简称：道通科技 | 公告编号：2026-011 | | --- | --- | --- | | 转债代码：118013 | 转债简称：道通转债 | | 深圳市道通科技股份有限公司 2025 年度业绩快报暨业绩预告更正公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 本公告所载 2025 年度主要财务数据为初步核算数据，未经会计师事务所审计， 具体准确数据以深圳市道通科技股份有限公司（以下简称"公司"）2025 年年度报 告中披露的数据为准，敬请广大投资者注意投资风险。 一、2025 年度主要财务数据和指标 单位：人民币万元 | 项目 | 本报告期 | 上年同期 | | 增减变动 | | --- | --- | --- | --- | --- | | | | 调整后 | 调整前 | 幅度（%） | | 营业总收入 | 483,815.26 | 393,225.64 | 393,225.64 | 23.04 | | 营业利润 | 105,541.90 | 64,836.01 | 64,8 ...

Core Viewpoint - Daotong Technology (688208.SH) reported a significant increase in revenue and net profit for the fiscal year 2025, driven by its embrace of AI technologies in its product offerings [1] Financial Performance - The company achieved an operating revenue of 4.838 billion yuan, representing a year-on-year growth of 23.04% [1] - The net profit attributable to the parent company was 935 million yuan, reflecting a year-on-year increase of 45.89% [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses was 880 million yuan, showing a year-on-year growth of 62.77% [1] Business Development - The company has fully embraced AI, utilizing smart vehicle diagnostic terminals and intelligent energy hubs as business entry points to provide intelligent services to global customers, which has driven rapid growth in performance [1] - In the smart vehicle diagnostic field, the company has deepened its AI multimodal voice model and AIAgents applications, with AI-featured new products receiving high recognition from customers, contributing to rapid performance growth, particularly in the TPMS product line [1] - In the smart charging sector, the company has enhanced its end-to-end system capabilities from power modules and liquid-cooled ultra-fast charging equipment to intelligent operation and AI inspection, solidifying its "smart energy charging model" and series of Agents applications, advancing project deliveries for top global clients across various industries including energy, transportation, parking, and hospitality [1]

据中证报报道，我国首个电动汽车充电机器人国家标准《机器人 性能规范及其试验方法 第8部分：电动 汽车充电机器人》近日正式启动编制。 该标准由国网天津电科院牵头申报，编制完成后将填补我国在该领域的测试标准空白，标志着我国电动 汽车智能充电技术标准化工作取得重大进展，并将为世界电动汽车充电基础设施智能化升级提供"中国 方案"。 当前，充电机器人行业正从技术验证阶段迈向规模化商用。随着自动驾驶技术普及和新能源汽车渗透率 提升，充电机器人产业将迎来爆发期。 中证报指出，该标准是全国首个电动汽车充电机器人国家标准，涉及电动汽车和机器人两大战略新兴产 业。随着新能源汽车保有量持续攀升，充电设施不足成为制约行业发展的瓶颈，充电机器人有效解决传 统充电桩的固定性、操作复杂性等问题。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 公司方面，据中证报表示，A股相关概念股有能辉科技、道通科技。 ...

| 序号 | 名称 | 涨跌幅 | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 芯原股份 | 9.20% | | 电子 | *** | 数字芯片设计 | 1101亿 | 16.31亿 | | 2 | 寒武纪-U | 5.15% | an | 电子 | 老师法 | 数字芯片设计 | 4598亿 | 45.76亿 | | 4 4 | 湖起科技 | 4.65% | www | 电子 | 林島市 | 数字芯片设计 | 2058亿 | 26.01亿 | | | 旭浩风奥 | 4.20% | www | 计算机 | IT服务II | IT服务Ⅲ | 858 | 1.80亿 | | 5 | 星环科技-U | 3.74% | whil | 计算机 | 软件开发 | 横向通用软件 | 224亿 | 3.31亿 | | 6 | 云从科技-UW | 2.92% | A 1 1 1 | 计算机 | IT服务II | IT服务Ⅲ | 158亿 | 1.29亿 | | 7 ...

Group 1 - The core viewpoint of the news highlights the significant rise in the AI sector, particularly the performance of the Sci-Tech Innovation Artificial Intelligence ETF (589520), which saw an increase of 2.99% [1][2] - Key stocks within the ETF include Chipone Technology, which surged over 9%, and other notable companies like Cambricon Technologies and Lattice Semiconductor, which also experienced substantial gains [1][2] - The Ministry of Industry and Information Technology is advancing the construction of a national computing power interconnection system, indicating ongoing investment in AI capabilities and the potential for improved profitability among AI-related companies [1][2] Group 2 - The news discusses the competitive landscape of AI applications, particularly the collaboration between Doubao App and Volcano Engine for the 2026 Spring Festival Gala, emphasizing the importance of AI in user engagement and content creation [3] - Open-source securities suggest that the competition for AI traffic entry points among internet giants is intensifying, with AI commercialization and application scenarios expected to drive performance and valuation [3] - The Sci-Tech Innovation Artificial Intelligence ETF covers four major segments of the AI industry, indicating a shift from reliance on foreign technology to a focus on domestic capabilities, which may present significant growth potential [3][5] Group 3 - The ETF and its associated funds are strategically positioned to capitalize on the domestic AI industry, with a strong focus on leading companies in GPU and ASIC production, as well as AI applications [5] - The top ten holdings of the ETF account for nearly 70% of its weight, with a significant portion in the semiconductor sector, suggesting a robust offensive strategy [5] - The ETF serves as an efficient tool for investors looking to gain exposure to domestic computing power, highlighting its role in the broader AI investment landscape [5]

Group 1 - The core viewpoint of the article highlights the performance of the Zhongzheng 1000 Growth ETF (562520), which saw a slight increase of 0.28% to 1.430 yuan with a trading volume of 3.1356 million yuan as of the midday close on February 6 [1] - The top holdings of the Zhongzheng 1000 Growth ETF include Aerospace Engineering, which rose by 4.32%, while Zhenlei Technology and Plitel fell by 0.39% and 0.34% respectively [1] - The fund's performance benchmark is the Zhongzheng Selected 1000 Growth Innovation Strategy Index, managed by Huaxia Fund Management Co., Ltd., with a return of 42.65% since its inception on March 8, 2022, and a return of 5.11% over the past month [1]

报告导读： 2025 年计算机业绩预告中，正向增长公司占比过半，呈现增长与下滑并存的 两极分化格局，利润端改善强于营收端，高增长主要集中在硬件与 AI 应用相关方向。 中位数数据显示， 2025 年计算机公司 利润表现优于营收 。 根据统计， 238 家发布业绩预告的公司中，仅 70 家发布营收数据，营收增速的中位数为 0.97% 。归母净利润增速的中 位数为 1 7.83% ；扣非净利润增速的中位数为 28.68% 。总体而言，利润增速高于营收增速。此外，大市值公司在业绩区间 统计中更偏向增长端，在四季度业绩确定性相对更强。 2025 年计算机行业业绩正向占比过半， 增长与下滑两极分化 。 根据申万行业分类， 358 家计算机公司中发布业绩预告 238 家，占比达到了 66.5% 。根 据预计归母净利润同比增长中位数划分： 30%+ 共有 103 家，占 42.9% ； 10%~30% 27 家，占 11.3% ； 0~10% 12 家，占 5.0% ； 0~-10% 6 家，占 2.5% ； -10%~-30% 3 家，占 1.3% ； -30%+ 87 家，占 36.3% 。整体呈现"两头大、中间小"的 ...

Strategy Research - The macroeconomic landscape shows a divergence in performance, with strong demand for technology hardware driven by AI infrastructure investment, while chemical prices remain robust due to supply constraints [2][3] - High-end liquor prices are stabilizing, indicating some recovery in consumer spending, although the sustainability of this trend remains uncertain [3][4] Food and Beverage Research - The company Sobo Protein is expected to maintain rapid profit growth in Q4 2025, with projected net profit for 2025 ranging from 178 to 191 million yuan, reflecting a year-on-year increase of 46.89% to 57.62% [8][36] - The company is focusing on high-end manufacturing and energy optimization, which is expected to enhance profitability [37] Automotive Research - The Robotaxi market in China is projected to reach a value of 50 billion yuan, with hardware cost reductions and software iterations driving demand [11][29] - The commercial viability of Robotaxi is approaching a critical point, with both L2 and L4 participants accelerating market penetration [11][29] Consumer Sector - The price of high-end liquor, such as Moutai, has increased by 3.9% for original and 3.0% for bulk, likely due to pre-holiday gifting demand [4][16] - The real estate market remains weak, with significant declines in transaction volumes across major cities, although policies to stabilize the market are being implemented [4][16] Technology and Manufacturing - The price of DRAM storage has shown signs of stabilization, with a slight decrease in DDR4 prices and a slight increase in DDR5 prices, while overall prices remain high [5][17] - Chemical prices continue to be strong, with PX prices increasing by 5.2% [5][17] Logistics and Transportation - Passenger transport demand remains stable ahead of the holiday season, with a slight increase in logistics demand reflected in highway and rail freight volumes [18] - Shipping rates have shown mixed trends, with domestic port throughput increasing, indicating a potential recovery in export activity [18] Industry Tracking: Machinery - The company Hangzhou Steam Turbine has signed its first commercial contract for a self-developed gas turbine, marking a significant step towards industrial application [19][20] - The company is also advancing its "B to A" strategy to enhance financing channels for high-investment R&D projects [21] Industry Research: Pharmaceuticals - The total market value of publicly held pharmaceutical stocks decreased from 397.7 billion to 316.1 billion yuan, indicating a decline in investor confidence [23][24] - The chemical preparation sector remains the largest segment within pharmaceutical holdings, accounting for 37.5% of total holdings [23] Industry Research: Information Technology - The median profit growth for computer companies is significantly higher than revenue growth, indicating a trend of improving profitability despite stagnant sales [25][26] - A notable number of companies are experiencing significant profit declines, highlighting a polarized performance within the sector [26][28]

Group 1 - The core viewpoint indicates that the median data shows that the profit performance of computer companies in 2025 is expected to outperform revenue [1] - Among the 238 companies that released performance forecasts, only 70 provided revenue data, with a median revenue growth rate of 0.97%. In contrast, the median growth rate for net profit attributable to shareholders is 17.83%, and for non-recurring net profit, it is 28.68% [1] - Large-cap companies tend to lean towards the growth side in performance statistics, with stronger certainty in fourth-quarter performance [1] Group 2 - In 2025, over half of the computer industry performance forecasts are positive, indicating a polarization between growth and decline [2] - Among the 358 computer companies, 238 released performance forecasts, representing 66.5%. The distribution of expected net profit growth rates shows that 42.9% (103 companies) expect growth of over 30%, while 36.3% (87 companies) anticipate a decline of over 30% [2] - The high-growth and significant decline segments combined account for 79.2% of the companies, with 60% (142 companies) expecting growth and 40% (96 companies) expecting decline [2] Group 3 - Among companies with a net profit of approximately 100 million and above, significant performance differentiation is observed [3] - Companies with clear improvements in performance and expected year-on-year growth of over 30% include Tonghuashun, Daotong Technology, and iFLYTEK, among others [3] - Conversely, companies facing profit pressure with year-on-year declines include Bosi Software and Keyuan Wisdom, with the latter showing nearly 40% growth when excluding impairment losses [3]