今日关注 新股上市：固德电材（301680.SZ） 三星于2月25日发布搭载人工智能技术的Galaxy S26系列手机 德国总理默茨于2月25日至26日访华 香港新一份财政预算案于2月25日发表 十四届全国人大常委会第二十一次会议2月25日至26日在北京举行 德中经济顾问委员会座谈会于2月25日举办 今日有3000亿元1年期中期借贷便利（MLF）和4000亿元14天期逆回购到期 中国央行在香港招标发行300亿元3个月期和200亿元1年期人民币央票 苹果举行2026年度股东大会 美国财政部将出售700亿美元的5年期国债 数据公布：欧元区1月CPI月率终值、美国至2月20日当周EIA原油库存(万桶)、2027年FOMC票委、里奇 蒙联储主席巴尔金发表讲话 隔夜市场 美国三大股指全线收涨，道指涨0.76%报49174.5点，标普500指数涨0.77%报6890.07点，纳指涨1.04% 报22863.68点。赛富时涨超4%，IBM涨逾2%，领涨道指。万得美国科技七巨头指数涨1.08%，特斯拉、 苹果涨超2%。芯片股多数上涨，AMD涨超8%，英特尔涨逾5%。纳斯达克中国金龙指数涨1.37%，万国 数据、世纪互联涨超6 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 归母净利润不及机构一致预测值 对于2025年业绩增长的原因，中科曙光称，主要是因为公司通过持续优化产品结构，为客户提供多样 化、高质量的解决方案，不断提升运营效率，保持经营业绩增长。 据中科曙光2025年三季报，公司2025年前三季度实现归母净利润约9.66亿元。按此计算，公司2025年第 四季度实现归母净利润约11.47亿元，环比2025年第三季度的约2.37亿元增长384%。11.47亿元的单季度 归母净利润，也创下了公司单季度新高。 据Wind金融终端汇编的数据，若按21.13亿元的年度归母净利润来计算，这将创下中科曙光2011年有公 开财务数据以来的单年新高。 中科曙光（SH603019，股价91.5元，市值1339亿元）2月24日晚间发布2025年业绩快报，2025年实现营 业总收入约149.7亿元，同比增长13.86%；实现归属于上市公司股东的净利润为21.13亿元，同比增长 10.54%；实现扣非净利润约17.85亿元，同比增长30.17%。 图片来源：中科曙光业绩快报 中 ...

专题：交易提示 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 【业绩】 【回购】 【股权变动】 苏泊尔业绩快报：2025年净利润20.97亿元，同比下降6.58%。 三生国健业绩快报：2025年净利29.39亿元，同比增长317.09%。 温氏股份业绩快报：2025年净利润52.35亿元，同比下降43.59%。 斯瑞新材业绩快报：2025年净利润1.54亿元 同比增长35.04% 交控科技业绩快报：2025年净利润1.56亿元，同比增长86.13%。 艾迪药业业绩快报：2025年净利润亏损1973.37万元，同比减亏。 微导纳米业绩快报：2025年净利润2.13亿元，同比下降6.12%。 中微半导业绩快报：2025年净利润2.85亿元，同比增长108.05%。 恒誉环保业绩快报：2025年净利润3593.25万元，同比增长106.25%。 中科曙光业绩快报：2025年归母净利润21.13亿元，同比增长10.54%。 燕麦科技业绩快报：2025年净利润1.37亿元，同比增长42.63%。 甬矽电子业绩快报：2025年归母净利润8224.03万元，同比增长23.99%。 【增减持】 亚 ...

Group 1: Market Performance - US stock market rebounded with the Dow Jones up 0.76%, Nasdaq up 1.05%, and S&P 500 up 0.77% [1] - Major tech stocks saw significant gains, with AMD rising over 8%, Intel over 5%, and Tesla, Netflix, and Apple each up over 2% [1] Group 2: AI and Technology Developments - Trump plans to use AI to set reference prices for key minerals, including germanium, gallium, antimony, and tungsten [2] - Meta has signed a groundbreaking five-year agreement worth up to $100 billion with AMD for AI chips, marking a significant investment in AI infrastructure [3][13] - Anthropic launched an enterprise-level AI toolkit that integrates directly with office software like Excel [4] - Apple is accelerating AI server production in Houston and plans to procure over 100 million advanced chips from TSMC by 2026 [4] Group 3: Renewable Energy and Infrastructure - Google is set to build a data center in Minnesota, complemented by new solar, wind, and energy storage projects [5] - ASML plans to increase the power of its EUV light source to 1000W, which could enhance wafer production by 50% by 2030 [8] Group 4: Healthcare and Pharmaceuticals - Novo Nordisk plans to reduce the prices of Ozempic and Wegovy in the US by up to 50% [9] Group 5: Domestic Economic Developments - The Chinese government is responding to US tariff adjustments and will decide on countermeasures regarding fentanyl tariffs [11] - The Chinese aging population is projected to reach 320 million by 2025, creating significant demand for the silver economy, which could reach a scale of 30 trillion yuan by 2035 [14][16] Group 6: Corporate Announcements - Tongwei Co. is planning to acquire 100% of Lihau Qingneng, leading to a stock suspension [19] - Dongyangguang is planning to acquire control of Dongshu Yihua, enhancing its data management capabilities [20] - Longxin Bochuang intends to acquire a majority stake in Shanghai Honghui Optical Communication Technology to expand its product line [20] - Haohua Cement's controlling shareholder plans to increase its stake in the company by 700 million to 1.4 billion yuan [21]

Group 1: Economic Policies and Developments - The State Council, led by Premier Li Qiang, emphasized the need to advance the silver economy and elderly care services, highlighting the potential for growth and the importance of policy support to address aging population challenges [2] - The Ministry of Commerce expressed China's willingness to engage in candid discussions during the upcoming sixth round of China-U.S. economic and trade consultations, while closely monitoring U.S. tariff adjustments [2] - The People's Bank of China announced a 600 billion yuan MLF operation with a one-year term to maintain ample liquidity in the banking system [2] Group 2: Market and Economic Indicators - During the 2026 Spring Festival holiday, domestic travel reached 596 million trips, generating a total expenditure of 803.48 billion yuan, marking a historical high in both visitor numbers and spending [2] - The average price of gasoline and diesel in China increased by 175 yuan and 170 yuan per ton, respectively, effective from February 24, due to rising international oil prices [2] - The light rare earth price index rose by 12.67% to 2090 points, driven by active replenishment by downstream enterprises and tight raw material supply [2] Group 3: Corporate Announcements - Semiconductor company Shenghe Jingwei's IPO application was approved, aiming to raise 4.8 billion yuan for multi-chip integration packaging projects [2] - Dazhu Laser plans to establish an overseas operation center in Southeast Asia with an investment of 150 million USD [7] - Huaneng Water Power's restructuring fund intends to increase its stake in the company by 100 to 150 million yuan [7]

【财经日历】 央行在香港发行500亿元人民币央票 新股申购：固德电材 ►►国务院总理李强2月24日主持召开国务院常务会议，对抓紧做好春节假期后政府工作作出部署。会议研究推进银发经济和养老服务发展有关工作。会议 指出，我国银发经济潜力很大，要完善支持举措、强化政策落实，促进养老事业和养老产业发展，为应对人口老龄化提供有力支撑。要进一步释放银发消费 需求，提升消费能力，发挥消费补贴等政策牵引作用，打造一批银发消费新场景新业态。要推动普惠养老服务供给提质扩面，健全分级分类、普惠可及、覆 盖城乡、持续发展的养老服务体系，更好保障老有所养。要加强养老机构安全管理，及时排查化解风险隐患，严厉打击虚假宣传、非法集资和养老诈骗等行 为，切实维护老年群体合法权益。 ►►就美方表示美国总统特朗普将于3月底4月初访华，外交部发言人毛宁24日在例行记者会上答问时表示，元首外交对中美关系发挥着不可替代的战略引领 作用。中美双方就特朗普总统访华事宜保持着沟通。 ►►为保持银行体系流动性充裕，2026年2月25日，中国人民银行将以固定数量、利率招标、多重价位中标方式开展6000亿元MLF操作，期限为1年期。 ►►经文化和旅游部数据中心测算 ...

重要新闻提示 开普云：终止重大资产重组；拟5000万至1亿元回购股份维护公司价值 中科曙光：2025年实现归母净利润21.13亿元，同比增长10.54% 通威股份：筹划购买丽豪清能100%股权，公司股票今起停牌 财经新闻 1. 据新华社报道，2月24日召开的国务院常务会议，对抓紧做好春节假期后政府工作作出部署，研究推 进银发经济和养老服务发展有关工作，审议通过《关于加强基层消防工作的意见》，讨论《中华人民共 和国水法（修订草案）》。会议指出，我国银发经济潜力很大，要完善支持举措、强化政策落实，促进 养老事业和养老产业发展，为应对人口老龄化提供有力支撑。要进一步释放银发消费需求，提升消费能 力，发挥消费补贴等政策牵引作用，打造一批银发消费新场景新业态。 2. 2月24日，中国人民银行授权全国银行间同业拆借中心公布新一期贷款市场报价利率（LPR），1年期 为3.0%，5年期以上为3.5%，均与上期持平。 3. 据新华社报道，文化和旅游部2月24日公布2026年春节假期文化和旅游市场情况。春节假日9天，全国 国内出游5.96亿人次，较2025年春节假日8天增加0.95亿人次；国内出游总花费8034.83亿元，较20 ...

（记者 曾健辉） 每经AI快讯，中科曙光2月24日晚间发布2025年度业绩快报，营业收入约149.7亿元，同比增加13.86%； 归属于上市公司股东的净利润约21.13亿元，同比增加10.54%；基本每股收益1.45元，同比增加 10.69%。 每经头条（nbdtoutiao）——伤亡180万人！俄乌冲突四周年，陷入谈判死局、战场僵局、经济困局！谁 为战争买单 每日经济新闻 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

Group 1: Control Acquisition - Dongyangguang is planning to acquire control of Yichang Dongshu No. 1 Investment Co., Ltd. through a share issuance and raise supporting funds, which is expected to constitute a major asset restructuring and related party transaction, but will not change the actual controller of the company [2] Group 2: Performance Reports - Wens Foodstuff Group reported a net profit attributable to shareholders of 5.235 billion yuan for 2025, a year-on-year decrease of 43.59%, with sales of 40.4769 million pigs and an average selling price of 13.71 yuan/kg, down 17.95% year-on-year [3] - Zhongke Shuguang achieved total operating revenue of 14.970 billion yuan in 2025, a year-on-year increase of 13.86%, with a net profit attributable to shareholders of 2.113 billion yuan, up 10.54% year-on-year, driven by product structure optimization and operational efficiency improvements [3] Group 3: Box Office Data - Light Media's subsidiary film "Fast Life 3" has accumulated box office revenue of approximately 2.926 billion yuan, exceeding 50% of the company's audited consolidated financial statement revenue for the most recent fiscal year, with revenue from this film estimated between 43 million and 53 million yuan [4] - The film "Silent Awakening" has accumulated box office revenue of approximately 867 million yuan, also exceeding 50% of the company's audited consolidated financial statement revenue for the most recent fiscal year, with revenue from this film estimated between 5.2 million and 6.6 million yuan [4] Group 4: Equity Acquisitions - Tongwei Co. is planning to acquire 100% equity of Qinghai Lihua Qingneng Co., Ltd. through a combination of share issuance and cash payment, which will not change the controlling shareholder or actual controller and is not expected to constitute a major asset restructuring [5] - Changxin Bochuang signed a letter of intent to acquire 93.8108% of Shanghai Honghui Guanglian Communication Technology Co., Ltd., with a tentative price of 375 million yuan, aiming to expand its product offerings in the upstream optical device sector [6] - Kaipu Cloud announced the termination of its major asset restructuring plan to acquire a stake in Nanning Taike Semiconductor Co., Ltd. due to failure to reach consensus on core transaction terms, committing not to plan any major asset restructuring for at least one month [6]

（原标题：A股晚间热点 | 高层最新部署！事关银发经济和养老服务） 1、李强主持召开国常会，研究推进银发经济和养老服务发展有关工作 重要程度： 国务院总理李强2月24日主持召开国务院常务会议。会议指出，今年是"十五五"开局之年，国务院各部门要进一步增强责任感紧迫感，瞄准全年目 标任务，迅速进入工作状态，推动党中央各项决策部署落地见效。 会议研究推进银发经济和养老服务发展有关工作。会议指出，我国银发经济潜力很大，要完善支持举措、强化政策落实，促进养老事业和养老产 业发展，为应对人口老龄化提供有力支撑。要进一步释放银发消费需求，提升消费能力，发挥消费补贴等政策牵引作用，打造一批银发消费新场 景新业态。 2月24日，外交部发言人毛宁主持例行记者会。有外媒记者提问，美国总统特朗普将会在3月31日访问中国，外交部能否予以证实?毛宁表示，"元 首外交对中美关系发挥着不可替代的战略引领作用。中美双方就特朗普总统访华事宜保持着沟通。但是关于你提到的具体问题，我目前没有可以 提供的信息。" 2、AI芯片再迎催化，美龙头股AMD直线暴涨!发生了什么? 重要程度： 2月24日，AMD公司股价直线暴涨，股价一度涨超10%。消息面上， ...