中新网杭州1月28日电(郭其钰)1月28日，"龙腾西湖·策马迎春——杭台青少年2026迎新文化交流活动"在 浙江杭州启幕。来自台湾的舞龙交流参访团与杭州市袁浦小学的师生代表相聚一堂，在参访体验中感受 中华优秀传统文化的博大精深，在互动交流中传承民俗风情。 现场AI技术还原的"西湖画舫游"吸引了台湾青少年争相体验。"AI技术带来了身临其境的沉浸式体验， 我在虚实交织中仿佛穿越千年。"一名台湾学生说。 "愿龙井乌龙香飘杭台""五年后南投舞龙等你赴约""海内存知己"……离开西湖区档案馆前，两岸青少年 纷纷提笔在明信片上写下对新春的祝福和未来的期盼，共同封存进五年之约的"青春时间胶囊"。 当日，台湾青少年还走进袁浦小学体验民俗文化。书法摊位前，两岸青少年携手握笔，共同在红纸上写 下"马年纳福""新春吉祥"等祝福语；拓印摊位上，大家分工合作，一张张带着墨香的拓片新鲜出炉；剪 纸摊位前，学生们指尖翻飞，一幅幅寓意吉祥的窗花、一个个灵动可爱的生肖造型跃然眼前。 "这是我第一次学习体验做汤圆，面团要揉得光滑不粘手，搓的时候力度要均匀，最后吃到自己亲手制 作的汤圆时，感受到了团圆的年味。"参访团的一名台湾青少年表示。 据了解， ...

2025年中国出生人口数创下历史新低，而老龄化人口却在持续提升，按2024的统计人口数据，60岁以上的人口占比已达22%，严重老龄化 人口正在推动医疗保健市场规模的扩大，根据弗若斯特沙利文的资料，2024年中国医疗保健总支出高达9.76万亿元，保持着稳定的中高单 位数增长。 而医院的传统医疗供应链模式存在运营效率严重低下以及信息孤岛等问题，实现"健康中国2030年"目标任重道远。SPD解决方案以一种创 新的供应链模式，可以很好的优化供应链问题。作为中国第三方SPD解决方案市场的领导者，国医科技已向港交所递交招股书。 了解到，近日国医科技向港交所主板提交上市申请，海通国际资本有限公司为其独家保荐人。该公司主要通过SPD解决方案及院内IDS解 决方案业务产生收入，根据弗若斯特沙利文，按2024年收入计，该公司以29.2%的市场份额稳居中国最大的第三方SPD解决方案提供商。 该公司近两年业绩表现可观，2024年至2025年前九月，收入分别为3.78亿元及3.06亿元，同比分别增长52.4%及21.9%，盈利有所波动，股 东净利润分别为0.5亿元及0.32亿元，同比分别增长994%及-16.7%，净利率分别为13.2 ...

Core Viewpoint - The company, Guoyi Technology, is preparing for an IPO on the Hong Kong Stock Exchange, focusing on its SPD (Supply Chain Process Design) solutions, which are crucial for optimizing hospital supply chains in a rapidly aging population and expanding healthcare market in China [1][10]. Company Overview - Guoyi Technology was established in 2016 and has developed SPD solutions in collaboration with major hospitals, expanding its market presence to various provinces [2][10]. - The company holds a 29.2% market share in China's third-party SPD solutions, making it the largest provider in this sector [1][7]. Financial Performance - Revenue for the first nine months of 2024 and 2025 was reported at 3.78 billion RMB and 3.06 billion RMB, reflecting year-on-year growth of 52.4% and 21.9% respectively [2]. - The net profit for the same periods was 0.5 billion RMB and 0.32 billion RMB, with significant fluctuations, showing a 994% increase in 2024 followed by a 16.7% decrease in 2025 [2]. - The company reported a cash and cash equivalents balance of 1.84 billion RMB as of November 2025 [2]. Revenue Sources - The primary revenue source is the SPD solutions, which accounted for 98.2% and 98.5% of total revenue in 2024 and 2025 respectively [2][3]. - The IDS (In-Hospital Intelligent Delivery System) solutions were introduced in 2024 but have not yet achieved significant commercial success [2][5]. Market Potential - The SPD solutions market in China is projected to grow from 181.5 billion RMB in 2024 to 1,057.4 billion RMB by 2029, with a compound annual growth rate (CAGR) of 42.3% [7]. - The penetration rate of SPD solutions in tertiary hospitals is expected to rise from 36.1% in 2024 to 90% by 2029, indicating substantial growth opportunities [9]. Client Base - As of the first three quarters of 2025, Guoyi Technology served 116 hospitals, with 91 being tertiary hospitals, representing 78.4% of its client base [4][9]. - The company has a low client concentration, with the top five clients contributing only 25% of total revenue [4]. Profitability and Costs - The gross margin has shown an upward trend, with figures of 37.1%, 41.8%, and 38.8% from 2023 to the first three quarters of 2025 [5][6]. - The company has optimized its expense ratios, with a notable decrease in management expense ratio by 2.59 percentage points to 10.34% in 2025 [5][6]. Investment Landscape - Guoyi Technology has attracted significant investment, with its valuation increasing substantially across multiple funding rounds, indicating strong investor confidence [10]. - The company’s latest post-investment valuation reached 1.914 billion RMB, reflecting a 33.8 times increase since the angel round [10].

公司坚持内生式增长和外延式发展并存的策略。龙之源是公司上市以来第一个收购 项目，后续公司也会持续关注能给公司赋能的一些其它项目，通过投资或并购提升公司 价值。 证券代码：301330 证券简称：熵基科技 熵基科技股份有限公司投资者关系活动记录表 编号：2026-03 | 投资者关系活 | 特定对象调研 | 分析师会议 | 媒体采访 | 业绩说明会 | 新闻发布会 | | --- | --- | --- | --- | --- | --- | | 动类别 路演活动 | | 现场参观 | 其他 | | | | 参与单位名称 | 中信证券、聚众鑫创投、东方证券、海融鑫投资、亚太汇金基金、中金资本、灏达投资、 | | | | | | | 民沣基金、光大证券、创华投资、中天证券、赛马资本 | | | | | | 时间 2026 年 | 1 月 28 日 | 14:00-16:00 | | | | | 地点 | 熵基科技会议室 | | | | | | | 副总经理、董事会秘书 | 郭艳波 | | | | | 上市公司接待 人员姓名 | 智慧商业产品线经理 张双 | | | | | | | 硬件开发工程师 ...

格隆汇1月28日丨三人行(605168.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司所 有者的净利润为18,100.00万元到20,900.00万元，同比增加46.79%至69.50%。预计2025年年度实现归属 于母公司所有者的扣除非经常性损益的净利润为18,900.00万元到24,700.00万元，同比增加-19.63%到 5.04%。 报告期内，公司积极开拓新客户，优化业务结构，成功开拓覆盖金融、消费、智能终端、汽车等多个领 域的多个客户，包括兴业银行、中粮集团、TCL、赛力斯、郑州日产、北京现代、捷途汽车等优质新客 户，着力稳定营收规模。公司在保障高质量发展的同时，始终坚持以AI创新技术赋能业绩增长，通过 AI技术的应用实现人员效能提升，实现了财务表现上的降本增效。此外，公司聚焦高成长性领域，成 功布局多家发展前景广阔、经营状况稳健的行业标杆企业，投资价值逐步释放，例如华鹰航空等投资项 目在报告期内实现了投资增值，不仅增厚了公司当期收益，更助力公司构建起多元化的盈利格局，为公 司长期可持续发展奠定了坚实基础。 ...

Core Viewpoint - The company expects a significant increase in net profit for 2025, driven by new client acquisition and AI technology implementation [1] Financial Performance - The projected net profit attributable to shareholders for 2025 is estimated to be between 181 million and 209 million yuan, representing a year-on-year increase of 46.79% to 69.50% [1] - The projected net profit excluding non-recurring gains and losses is expected to be between 189 million and 247 million yuan, with a year-on-year change of -19.63% to 5.04% [1] Business Strategy - The company has actively expanded its client base and optimized its business structure, successfully acquiring clients across various sectors including finance, consumer goods, smart terminals, and automotive [1] - Notable new clients include Industrial Bank, COFCO Group, TCL, Seres, Zhengzhou Nissan, Beijing Hyundai, and Jietu Automobile [1] Innovation and Efficiency - The company emphasizes the use of AI innovation technology to enhance performance and achieve cost reduction and efficiency improvement [1] - The application of AI technology has led to increased personnel efficiency and improved financial performance [1] Investment and Growth - The company focuses on high-growth sectors and has successfully invested in several robust industry benchmark enterprises, such as Huaying Aviation, which have contributed to investment appreciation [1] - These investments not only enhance current earnings but also help establish a diversified profit structure, laying a solid foundation for sustainable long-term development [1]

Core Viewpoint - Bisfer Intelligent Technology (Suzhou) Co., Ltd. has completed nearly 10 million yuan in angel round financing, led by Dunxing Capital, to enhance market expansion, product development, and working capital [1] Company Overview - Founded in June 2022 and headquartered in Suzhou, Bisfer focuses on the research and development of intelligent polishing equipment, with its core product being an intelligent six-axis polishing machine equipped with a floating spindle [1] - The company integrates German industrial genes into its equipment design, ensuring high rigidity and stability, and has achieved breakthroughs in key components, including a self-developed floating spindle that supports 360°±15mm adaptive floating, a first in China [1] Market Potential - Bisfer's products are widely applicable, primarily targeting the automotive, motorcycle, and aerospace sectors for aluminum/magnesium casting deburring and surface treatment [2] - The Chinese aluminum casting market is estimated to be around 1.5 trillion yuan in 2023, with die-cast parts accounting for approximately 50%. The market for automated polishing equipment for aluminum/magnesium castings is expected to exceed 10 billion yuan annually [2] - Currently, the industry is predominantly manual, with an automation penetration rate of less than 20%, indicating a high growth potential [2] Performance and Growth - The first-generation product was developed in just six months, significantly faster than the industry average, and has quickly gained market recognition [2] - Since 2023, the company has achieved a compound annual growth rate of over 70%, with projected revenue reaching approximately 50 million yuan by 2026 [2] Team and Expertise - The founder, Fang Zhengfei, has over 15 years of experience in robotics automation and high-end equipment R&D, previously serving as the technical head at KUKA [4] - The core team comprises members from KUKA and other renowned automation companies, combining German craftsmanship with local implementation capabilities [4] Future Development Plans - Fang Zhengfei aims for Bisfer to become a leading expert in deburring and polishing technology within 3-5 years, focusing on the automotive and motorcycle sectors while expanding into overseas markets [5] - The ultimate goal is to achieve fully automated polishing processes using AI and embodied intelligence, although this may take 10 years or more [5] Investor Sentiment - Investors express optimism about Bisfer, noting the strong expertise of its core team and its potential in intelligent manufacturing and the new energy vehicle sector [6] - The integration of AI and robotics is seen as a transformative force in manufacturing, with Bisfer positioned to drive significant advancements in deburring and polishing processes across various industries [6]

1月28日，在经济观察报主办的第八届全球商业领袖论坛系列评选活动——"鼎新奖"评选中，华为终端旗下产品华为擎云 HM940 荣获 "2025年 度标杆创新产品" 称号。凭借系统级AI体验、轻薄可靠的设计与创新的跨设备协同能力，华为擎云 HM940 在本次评选中获得专家评审团的一 致认可。 作为首款鸿蒙商用笔记本电脑，华为擎云 HM940不仅继承了华为擎云品牌"品质可靠、自主创新、开放共创、以人为本"的DNA，更在智慧、 安全、品质等方面实现了全面升级，引领行业迈向商用生产力新纪元。 智慧内生：定义商用AI PC新范式 华为擎云 HM940最大的亮点在于实现了AI能力与底层硬件、操作系统、软件应用的深度融合，这一突破标志着华为电脑在AI技术和体验上迈 入了一个新的里程碑，彰显了华为在AI大模型时代全面战略布局和技术的深耕，让鸿蒙电脑生而智能，打造行业智慧体验的新典范。 科技匠心：实现轻薄便携与全能体验的统一 在硬件设计上，华为擎云 HM940同样展现出标杆水准。机身采用轻巧高强的铝镁合金材质，结合华为自研云隼架构，实现了970克的重量与 13.5毫米的厚度，在极致轻薄中兼顾了坚固耐用。 尽管机身轻薄，华为擎云 ...

Core Viewpoint - Yidu Technology (2158.HK) is positioned as a leading enterprise in China's AI healthcare sector, focusing on the mission of making precision medicine accessible to everyone through technological innovation [1] Group 1: AI Technology and Applications - Yidu Technology has developed the YiduCore algorithm engine, creating a "data-algorithm-scenario" closed-loop system that enables efficient innovation and low-cost application of AI in healthcare [1] - The AI diagnostic assistant integrates into existing hospital workstations, preserving doctors' workflows while providing a one-stop intelligent support system [2] - The assistant enhances clinical decision-making by connecting medical evidence with individual patient data, significantly improving the efficiency of clinical decision-making processes [2] Group 2: Clinical Trial Recruitment - Yidu Technology has launched an AI-driven platform for clinical trial subject recruitment, addressing inefficiencies and high costs in the traditional recruitment process [3] - The platform utilizes an AI matching engine to understand complex clinical trial criteria and connects with vast clinical data, enabling precise identification of eligible subjects [3] - Compared to traditional methods, the platform reduces recruitment costs by 80% and increases patient enrollment speed by 15%, facilitating faster research progress [3] Group 3: Industry Ecosystem and Future Outlook - Yidu Technology has established a win-win ecosystem among pharmaceutical companies, medical institutions, and patients, showcasing the potential of new productivity in the healthcare sector [4] - The company aims to drive the transformation of healthcare services from "experience-driven" to "data-driven," making high-quality medical resources more accessible and equitable [4] - Future plans include deepening the integration of AI technology with medical scenarios and continuously optimizing products and solutions to inject ongoing intelligent momentum into the high-quality development of the healthcare industry [4]

黄金股上涨，白银有色（维权）7连板，四川黄金、中国黄金4连板，招金黄金、湖南黄金3连板，晓程科技、招金黄 金、四川黄金、湖南黄金、西部黄金、豫光金铅、铜陵有色、赤峰黄金、中金黄金、山东黄金、恒邦股份、盛达资 源、莱百股份创历史新高。 消息面上，受美国政策不确定性上升及日元强势反弹影响，隔夜美元指数暴跌，一度跌至95.51，创2022年2月以来新 低。美元下跌进一步刺激金价走强。纽约期金突破5300美元/盎司，日内涨3.53%；现货黄金向上触及5270美元/盎司， 日内涨近2%。 国金证券认为，对于黄金而言，从全球储备资产来看，虽然黄金现在超过了美债，但是相比于以美元计价的资产占比 还有较大提升空间：官方储备中，美元超过黄金只是一个阶段性历史事件，开始于1990年美国绝对领导地位强化时 期；当下，黄金储备上升并非是美元信用崩溃，而是全球认为美元的风险需要对冲。同样的，更广义的实物资产同样 具备上述意义。值得关注的是：以各自商品计价的商品股来看，黄金股仍然存在明显的低估，随着业绩兑现的逐步回 归，黄金股表现的收敛值得期待。 对于黄金，兴业证券认为，若将黄金的逻辑单一聚焦于美国，眼下或有波动的"噪音"和畏高的情绪； ...