报告期内，公司控股子公司--长芯盛(武汉)科技股份有限公司(以下简称"长芯盛")的业绩同比大幅增长， 同时公司通过收购长芯盛少数股东合计持有的18.16%股权，将公司对长芯盛的持股比例从42.29%提升 至60.45%，持股比例增加使归属于上市公司股东的净利润相应增长。 报告期内，云计算、人工智能、大数据等新一代信息技术对算力的需求推动数据通信市场的快速发展， 带动公司数据通信相关产品收入稳步增长，进而带动净利润增长。 长芯博创（300548）(300548.SZ)发布2025年年度业绩预告，预计全年实现归属于上市公司股东的净利 润3.2亿元至3.7亿元，同比增长344.01%至413.39%。 ...

Core Viewpoint - The implementation of new regulations on internet lending and small loan companies has prompted some online lending operators to attempt to circumvent these regulations by using alternative models, leading to a crackdown on high-interest lending practices [1][4]. Group 1: Regulatory Actions - New regulations have been enacted to manage internet lending and small loan companies, specifically targeting annual interest rates above 24% [1]. - Third-party payment institutions are conducting compliance checks and terminating relationships with potentially non-compliant local financial institutions to prevent high-interest lending [4][5]. - Regulatory bodies have previously mandated that payment companies must not open accounts for financial institutions, especially small loan companies, and must scrutinize any business with internal annual returns exceeding 24% [4]. Group 2: High-Interest Lending Practices - Recent investigations revealed that some platforms, like Lu You Xuan, are charging significantly higher prices for products, effectively masking high-interest loans under the guise of installment shopping [3]. - The installment model used by these platforms often results in a total payment that is much higher than the market price, with an example showing a 23.98% annualized interest rate on a product priced at 8,444 yuan compared to its market price of 5,999 yuan [3]. Group 3: Challenges in Compliance - There are significant challenges in completely severing ties with high-interest lending due to the hidden nature of these lending models and the complex relationships between payment institutions and lending platforms [8][9]. - Payment institutions face pressure to maintain revenue from high-interest lending scenarios, complicating their ability to comply with regulations [9]. - The lack of robust risk control technologies and dynamic monitoring capabilities among smaller payment institutions makes it difficult to identify and address non-compliant lending practices [9]. Group 4: Recommendations for Payment Institutions - Payment institutions are advised to establish a "white list" system for partners, implement dynamic monitoring systems for transactions, and create dedicated compliance tracking departments to ensure adherence to regulations [10]. - There is a suggestion for payment institutions to innovate in areas encouraged by regulators, such as enhancing payment accessibility and utilizing emerging technologies like AI and big data to improve compliance efficiency [10].

Core Insights - The 12th China (Shanghai) International Technology Import and Export Fair Defense and Security Equipment Exhibition will be held in mid-June in Shanghai, themed "Promoting Defense Exchange and Cooperation, Building a Secure Future for the World" [1] - The exhibition will feature eight thematic areas including advanced manufacturing equipment, aerospace and new materials, space information and navigation, cybersecurity, electronic equipment and components, new energy and nuclear energy, marine vessels, and independent innovation services, covering a total exhibition area of 10,000 square meters with over 200 leading enterprises participating [1] - The event aims to showcase the latest applications in industries such as aerospace, industrial manufacturing, marine vessels, robotics, artificial intelligence, and new energy, while presenting cutting-edge technologies like Beidou navigation, satellite rockets, 5G communication, large models, high-end equipment, AR/VR, cloud computing, and big data [1] - The exhibition is expected to attract numerous professional delegations from over 20 countries, including Saudi Arabia and Indonesia, as well as domestic government, emergency, aerospace, weapons, and marine departments and research institutions [1]

1、报告期内，云计算、人工智能、大数据等新一代信息技术对算力的需求推动数据通信市场的快速发 展，带动公司数据通信相关产品收入稳步增长，进而带动净利润增长。2、报告期内，公司控股子公司- -长芯盛（武汉）科技股份有限公司（以下简称"长芯盛"）的业绩同比大幅增长，同时公司通过收购长 芯盛少数股东合计持有的18.16%股权，将公司对长芯盛的持股比例从42.29%提升至60.45%，持股比例 增加使归属于上市公司股东的净利润相应增长。 格隆汇1月16日丨长芯博创(300548.SZ)公布，预计2025年归属于上市公司股东的净利润32,000.00万元～ 37,000.00万元，比上年同期增长344.01%～413.39%，归属于上市公司股东的扣除非经常性损益的净利 润30,500.00万元～35,500.00万元，比上年同期增长429.50%～516.30%。 ...

报告期内，云计算、人工智能、大数据等新一代信息技术对算力的需求推动数据通信市场的快速发展， 带动公司数据通信相关产品收入稳步增长，进而带动净利润增长。 人民财讯1月16日电，长芯博创（300548）1月16日发布业绩预告，预计2025年归属于上市公司股东的净 利润3.2亿元—3.7亿元，同比增长344.01%—413.39%。 ...

格隆汇1月16日｜长芯博创：预计2025年净利润3.2亿元-3.7亿元，同比增长344.01%-413.39%；报告期 内，云计算、人工智能、大数据等新一代信息技术对算力的需求推动数据通信市场的快速发展，带动公 司数据通信相关产品收入稳步增长，进而带动净利润增长。 ...

【长芯博创：2025年净利同比预增344%-413% 数据通信相关产品收入稳步增长】智通财经1月16日电， 长芯博创(300548.SZ)发布2025年度业绩预告，预计归属于上市公司股东的净利润为3.20亿元-3.70亿元， 比上年同期增长344.01%-413.39%。报告期内，云计算、人工智能、大数据等新一代信息技术对算力的 需求推动数据通信市场的快速发展，带动公司数据通信相关产品收入稳步增长，进而带动净利润增长； 报告期内，公司控股子公司--长芯盛的业绩同比大幅增长，同时公司通过收购长芯盛少数股东合计持有 的18.16%股权，将公司对长芯盛的持股比例从42.29%提升至60.45%，持股比例增加使归属于上市公司 股东的净利润相应增长。小财注：Q3净利8175万元，据此计算，Q4净利预计7003万元-1.2亿元，环比 变动-14%-47%。 转自：智通财经 ...

长芯博创公告，预计2025年度净利润为3.2亿元～3.7亿元，同比增长344.01%～413.39%。报告期内，云 计算、人工智能、大数据等新一代信息技术对算力的需求推动数据通信市场的快速发展，带动公司数据 通信相关产品收入稳步增长，进而带动净利润增长。公司控股子公司--长芯盛（武汉）科技股份有限公 司的业绩同比大幅增长，同时公司通过收购长芯盛少数股东合计持有的18.16%股权，将公司对长芯盛 的持股比例从42.29%提升至60.45%，持股比例增加使归属于上市公司股东的净利润相应增长。 ...

Core Viewpoint - Changxin Bochuang expects a significant increase in net profit for 2025, projecting a growth of 344.01% to 413.39% year-on-year, driven by advancements in cloud computing, artificial intelligence, and big data [1] Financial Performance - The company forecasts a net profit attributable to shareholders of 320 million to 370 million yuan for 2025, with a non-recurring profit forecast of 305 million to 355 million yuan, indicating a year-on-year increase of 429.50% to 516.30% [1] - The growth in net profit is attributed to the increasing demand for computing power in the data communication market, which has positively impacted the revenue from related products [1] Strategic Developments - The performance of Changxin Sheng (Wuhan) Technology Co., Ltd., a subsidiary, has significantly improved year-on-year, contributing to the overall profit growth [1] - The company increased its stake in Changxin Sheng from 42.29% to 60.45% by acquiring an additional 18.16% of shares from minority shareholders, which has led to a corresponding increase in net profit attributable to shareholders [1]

1月15日，汉嘉设计(300746.SZ)发布公告，正式将公司名称变更为"汉嘉数智（300746）科技集团股份 有限公司"，简称"汉嘉数智"，公司彻底告别传统工程设计企业标签，向"大数据+人工智能(机器人)"方 向转型。公司于2024年收购苏州市伏泰信息科技股份有限公司51%股权，精准切入智慧化城市治理赛 道，并于2024年底完成并表。 依托子公司伏泰科技的技术优势，汉嘉数智构建了从数据、模型、算力到机器人、平台的全栈自研能 力，深耕"作业-管理"领域机器人开发应用。其无人环卫机器人产品体系涵盖3吨、1吨、0.5吨三种型 号，分别适配辅道大范围清扫、广场及小巷精细化作业等多场景需求，已实现"区域集群化调度"协同作 业。目前，无人清扫机器人已在华东、华中、华南及西南超30个区域常态化运行，并开启国际化布局， 累计覆盖面积超2500万㎡，商业化落地能力领跑行业。(CIS) 当前，无人环卫机器人在"人工智能+"政策与AI算力爆发驱动下，赛道成长空间广阔，这为汉嘉数智的 转型发展提供了绝佳市场机遇。我国城镇化进程加快与人口老龄化加剧，推动城市治理向数智化、少人 化转型成为必然趋势，传统人工运维模式的效率瓶颈与成本压力 ...