北京商报讯（记者 魏蔚）1月30日，根据宏景科技发布的2025年业绩预告，公司净利润3000万元–4350 万元，2024年宏景科技净亏损7569.17万元。 ...

二、与会计师事务所沟通情况 证券代码：301396 证券简称：宏景科技 公告编号：2026-007 宏景科技股份有限公司 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 （一）业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 （二）业绩预告情况：预计净利润为正值且属于扭亏为盈情形。 | 项 目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股东 的净利润 | 万元 盈利：3,000 万元–4,350 | 万元 -7,569.17 | | | 比上年同期增长：139.63%~157.47% | | | 扣除非经常性损益后 的净利润 | 盈利：3,279 万元–4,629 万元 | 万元 -8,446.63 | | | 比上年同期增长：138.83%~154.81% | | 2026 年 1 月 30 日 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事项与年报审计会计师事务所进行了预沟通， 公司与 ...

格隆汇1月30日｜A股市场算力概念股拉升，其中，天孚通信涨超14%，宏景科技、利扬芯片涨超12%， 太辰光涨超10%，城地香江、利通电子10CM涨停，新易盛、东微半导涨超7%，罗曼股份、顺网科技、 怡亚通、世纪华通涨超6%，锐捷网络、中际旭创、协创数据涨超5%。 ...

云计算、算力租赁板块盘初活跃，宏景科技涨超10%创新高，城地香江涨停，世纪华通、数据港、协创 数据、利通电子、朗科科技跟涨。 ...

Core Insights - The AI industry chain is expected to experience inflation transmission starting from Q4 2025, with cloud computing emerging as the next inflation direction due to rising AI demand [1] - Major cloud service providers are witnessing positive revenue growth driven by increased AI-related demand, exemplified by Amazon Web Services (AWS) achieving a net sales figure of $33 billion in Q3 2025, marking a 20% year-on-year increase [2] - AI is becoming a significant driver for cloud computing development, with infrastructure requirements evolving to support advanced AI applications [3] Industry Trends - The AI demand is leading to a price increase across various segments of the AI industry chain, including storage and CPUs, with cloud computing firms likely to undergo a valuation restructuring [1] - AWS's recent price increase breaks a two-decade trend of declining cloud service prices, indicating a shift in the market dynamics [1] - NVIDIA's $2 billion investment in Core Weave highlights the growing importance of cloud computing in the AI landscape [2] Company Focus - Recommended companies in the cloud computing sector include Alibaba-W (09988), Kingsoft Cloud (03896), and others, while CPU-related companies include Haiguang Information (688041.SH) and China Great Wall (000066.SZ) [4] - Database companies to watch include StarRing Technology-U (688031.SH) and Dameng Data-U (688777.SH) among others [4]

Core Insights - Major cloud providers like Google and AWS are increasing their data transmission service prices due to a surge in AI training demand, leading to a tightening supply-demand dynamic in computing power [1][3] - The global cloud computing market is expected to undergo a pricing restructuring as leading firms like Microsoft Azure and Alibaba Cloud evaluate their pricing strategies in response to these changes [1][3] Pricing Adjustments - Google announced a price increase for its data transmission services effective May 1, 2026, with North America rising from $0.04/GB to $0.08/GB, Europe from $0.05/GB to $0.08/GB, and Asia from $0.06/GB to $0.085/GB [2][3] - AWS has also raised prices for its EC2 machine learning capacity instances, with a notable increase of approximately 15% in most regions, bringing the price to around $39.80/hour, and nearly $50/hour in high-demand areas [3] Supply Chain Inflation - The computing power supply chain is experiencing inflation, affecting storage, CPUs, and other semiconductor chips, with expected price increases of 55%-60% for DRAM and 33%-38% for NAND in Q1 2026 [4] - Major chip manufacturers are planning to raise server CPU prices by 10%-15% due to AI demand and capacity constraints, with significant pre-sales already reported [4] AI Model Developments - The release of new AI models by leading companies in 2025 is expected to unlock various application demands, significantly increasing the daily token usage in enterprise-level services [5] - OpenAI and Google are leading in token usage, with daily calls reaching approximately 70 trillion and 43 trillion tokens, respectively, by October 2025 [5] Focus on Key Stocks - Key stocks in the cloud computing sector include companies like Chuangxin Data, Hongjing Technology, and Kingsoft Cloud, among others [6][7] - CDN/MSP and edge computing sectors also have notable companies such as Wangsu Technology and Zhongke Chuangda listed for potential investment [6][7]

英特尔CFO增持近25万美元股票、AI驱动市场需求保持强劲、CPU价格计划上调10-15%【国海计算机·0128】 英特尔CFO增持近25万美元股票、AI驱动市场需求保持强劲、CPU价格计划上调10-15%【国海计算机·0128】 ✔# 英特尔CFO回购249，985美元股票，是2024年以来首次内部人士购买 英特尔CFO Zinsner于2026年1月26日以每股42.50美元的价格购入5，882股普通股，交易总额为249，985美元。 交易完成后，Zinsner直接持有247，392股英特尔股票。 < ✔# 英特尔CFO回购249，985美元股票，是2024年以来首次内部人士购买 英特尔CFO Zinsner于2026年1月26日以每股42.50美元的价格购入5，882股普通股，交易总额为249，985美元。 交易完成后，Zinsner直接持有247，392股英特尔股票。 ✔# CPU产能告急，价格计划上调10-15% 据英特尔预计，可用CPU供应量将在2026年第一季度降至最低水平，随后从第二季度起逐步改善。 公司正全力提升芯片良率与制造水平，全球CPU供需格局剧烈反转，明确的涨价预期正迅速推升市场对C ...

随着AI快速普及，x86生态系统作为全球广泛部署的高性能计算架构的重要性日益凸显，核心市场的基本面需求保 持稳健。 交易完成后，Zinsner直接持有247，392股英特尔股票。 尽管面临行业供应短缺的挑战，英特尔2025年第四季度财报营收、毛利率和每股收益均超出预期，2025全面营收 529亿美元，与去年持平，2026年第一季度营收预计达到117亿美元至127亿美元。 ✔ #英特尔CFO增持近25万美元股票、AI驱动市场需求保持强劲、CPU价格计划上调10-15%【国海计算机·0128】 ✔#英特尔CFO回购249，985美元股票，是2024年以来首次内部人士购买 英特尔CFO Zinsner于2026年1月26日以每股42.50美元的价格购入5，882股普通股，交易总额为249，985美元。 交易完成后，Zinsner直接持有247，392股英特尔股票。 #英特尔CFO增持近25万美元股票、AI驱动市场需求保持强劲、CPU价格计划上调10-15%【国海计算机·0128】 ✔#英特尔CFO回购249，985美元股票，是2024年以来首次内部人士购买 英特尔CFO Zinsner于2026年1月26日以每股4 ...

Group 1 - The fifth ASEAN International Rail Transit Summit will be held in Malaysia from January 29 to 30, 2026 [1] - Keda Manufacturing plans to acquire 51.55% of Tefu International, with its A-share stock resuming trading on January 29, 2026 [1] - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the importance of artificial intelligence (AI) as a driving force for technological revolution and industrial transformation [1] Group 2 - Hong Kong's residential prices recorded their first annual growth in four years, with a 3.25% increase in the private residential price index in 2025 [2] - The National Energy Administration reported that by the end of 2025, the total installed power generation capacity reached 3.89 billion kilowatts, a 16.1% year-on-year increase [2] - The State-owned Assets Supervision and Administration Commission is drafting a document to promote the cultivation of emerging pillar industries by central enterprises [2] Group 3 - Shenzhen is promoting the integration of AI in the home furnishing industry, aiming to create a comprehensive smart home ecosystem [3] - Dongwu Securities predicts that the market size for embodied intelligence could reach 632.8 billion yuan by 2027 [3] Group 4 - Google Cloud announced a price increase for global data transmission services starting May 2026, with North American rates expected to double [4] - The price adjustment reflects the rising demand for AI computing power and increasing costs in hardware and energy [4] Group 5 - SpaceX plans to conduct the first flight test of the third-generation Starship in six weeks, marking a significant milestone in the commercial space industry [5] - The Chinese commercial space market is expected to exceed 2.5 trillion yuan this year due to technological breakthroughs and rapid growth [5] Group 6 - ASML reported a net sales of 32.7 billion euros for 2025, with a net profit of 9.6 billion euros and a gross margin of 52.8% [6] - Industrial Fulian expects a net profit of 35.1 billion to 35.7 billion yuan for 2025, a year-on-year increase of 51% to 54% [6] - High Measurement Co. is expanding its supply of ultra-thin silicon wafers, responding to demand from leading battery customers [6] Group 7 - Suzhou Keda's subsidiary Haizhou Intelligent plans to raise prices for certain products by 10% to 30%, effective March 1, 2026 [7] Group 8 - Hunan Baiyin expects a net profit of approximately 285 million to 385 million yuan for 2025, a year-on-year increase of 67.88% to 126.78% [8] - Xiaocheng Technology anticipates a net profit of 90 million to 130 million yuan for 2025, a year-on-year increase of 93.32% to 179.24% [8] - Mingyang Smart expects a net profit of 800 million to 1 billion yuan for 2025, a year-on-year increase of 131.14% to 188.92% [8] Group 9 - The largest domestic gold ETF has surpassed 120 billion yuan in scale, driven by a surge in gold prices [10] - The total net subscription amount for gold-related ETFs reached 28.91 billion yuan as of January 27 [10] Group 10 - Four ETFs tracking the CSI 300 index achieved record trading volumes, with Huatai-PB CSI 300 ETF reaching 40.1 billion yuan [11] - The total trading volume for these four ETFs reached 116.5 billion yuan [11] Group 11 - LiuGong is increasing overseas investments, with new subsidiaries in Nigeria, Italy, and Peru, contributing to a revenue growth of over 10% [13] - The company aims to double sales revenue from electric products by 2026 [13] Group 12 - Hailide is transitioning from traditional manufacturing to technology-driven manufacturing, focusing on high-performance fibers for various applications [14] - The company is expanding its production capacity in Vietnam to meet global demand [15]

截至收盘，上证指数收报4151.24点，上涨0.27%；深证成指收报14342.89点，上涨0.09%；创业板指收报3323.56点，下跌0.57%。两市合计成交29654.1亿 元，较上一交易日增加704.29亿元。 1. 两市主力资金净流出超270亿元 今日沪深两市主力资金开盘净流出58.9亿元，尾盘净流出29.34亿元，两市全天主力资金净流出274.87亿元。 | | | 沪深两市最近五个交易日主力资金流向情况（亿元） | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | 尾盘净流入 | 超大单净买入 | | 2026- 1-28 | -274. 87 | - 58. 90 | - 29. 34 | - 118. 55 | | 2026- 1- 27 | - 414. 34 | -373. 34 | 41. 39 | - 173. 55 | | 2026- 1-26 | - 757. 10 | -324. 59 | - 15. 61 | - 496. 92 | | 2026- 1-23 | -41.67 | -83. 56 | 58. ...