每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 （记者 王瀚黎） 每经AI快讯，伟测科技1月29日晚间发布业绩预告，预计2025年年度实现归属于母公司所有者的净利润 为3亿元左右，与上年同期相比，将增加约1.72亿元左右，同比增加133.96%左右。业绩变动主要原因 是，基于AI及汽车电子相关产品不断渗透、消费电子回暖、国产替代加速、先进封装技术升级推动半 导体测试需求增加。本期公司持续加码高端产品产能、产品结构优化、加大研发投入、导入新客户、推 进新项目落地、主营业务收入同比增长，归属于母公司所有者的净利润和归属于母公司所有者的扣除非 经常性损益的净利润等财务指标较上年同期增长。 ...

伟测科技公告称，预计2025年年度实现归属于母公司所有者的净利润为30000万元左右，同比增加 133.96%左右；扣除非经常性损益的净利润为24000万元左右，同比增加122.61%左右。上年同期，归属 于母公司所有者的净利润为12822.88万元，扣非净利润为10781.12万元。业绩增长主要因AI及汽车电子 等产品渗透、消费电子回暖等推动半导体测试需求增加，公司加大投入使主营业务收入同比增长。具体 财务数据以2025年年报为准。 ...

视频丨许婷婷 1月29日早盘，亚太股市跌多涨少，A股三大指数涨跌不一，恒生指数盘中拉升翻红，印尼股市熔断，恢复交易继续暴 跌近10%。黄金白银价格续刷新高。 据新浪财经报道，印尼金融监管机构和证券交易所将于北京时间14点就近期股市发展情况向媒体发表讲话。 具体来看，A股三大指数开盘涨跌不一，截至午盘，沪指、创业板飘绿，深成指小幅上涨，科创50指数跌超1%。全市 场超2800股下跌。 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4147.15 | 14344.96 | 1863.50 | | -4.08 -0.10% +2.07 +0.01% -17.06 -0.91% | | | | 万得全A | 创业板指 | 北证50 | | 6864.30 | 3322.00 | 1563.78 | | +1.03 +0.01% -1.56 -0.05% +1.33 +0.08% | | | | 沪深300 | 中证500 | 中证A500 | | 4713.50 | 8605.49 | 5950.84 | | -4.49 -0.10% +4.33 +0.05% -0.25 ...

Company Overview - The company is a global leader in lithium battery electrolyte supply, focusing on the research, production, and sales of lithium battery electrolytes and advanced battery materials [5] - It has become a rapidly growing electrolyte technology enterprise in China, ranking third among global electrolyte suppliers by shipment volume as of September 30, 2025 [5] - The company has established strategic partnerships with leading global new energy technology companies and maintains close cooperation with downstream customers through early-stage product development and capacity expansion [5] Technological Innovation - The company actively pursues technological innovation in advanced battery materials such as solid-state electrolytes (SSE) and sodium-ion electrolytes, independently developing several technologies [6] - It has achieved an ionic conductivity of 12 mS/cm for its self-developed sulfide SSE, nearing that of liquid electrolytes, and has developed flame-retardant gel electrolytes that enhance battery safety [6] Production Capacity - The company has established strategically located production bases in Zhejiang, Sichuan, and Shandong, with a total electrolyte production capacity of 180,000 tons per year as of January 18, 2026 [8] - Plans are in place to build or expand production bases in Yichang, Jining, Huzhou, Yibin, and Szolnok, Hungary, aiming to exceed a total production capacity of 500,000 tons [8] Financial Performance - Revenue for the nine months ending September 30 was approximately RMB 1.577 billion in 2023, RMB 1.021 billion in 2024, and RMB 1.033 billion in 2025 [10] - The company reported a profit of RMB 86.168 million in 2023, a loss of RMB 27.609 million in 2024, and a loss of RMB 0.136 million in 2025 [11] - Gross margins were 11% in 2023, 4.4% in 2024, and 5.7% in 2025 [12] Industry Overview - The global lithium battery industry is experiencing rapid growth, with shipments expected to rise from 323.2 GWh in 2020 to 1,549.6 GWh in 2024, reflecting a compound annual growth rate (CAGR) of 48% [14] - China remains the largest market, with shipments projected to grow from 142.5 GWh in 2020 to 1,173.0 GWh in 2024, maintaining a CAGR of 69.4% [14] - The electrolyte market is closely tied to the lithium battery industry, with global electrolyte shipments expected to increase from approximately 342,000 tons in 2020 to about 1,509,000 tons in 2024, representing a CAGR of 44.9% [18]

（编辑 楚丽君） 证券日报网讯 1月28日，晶晨股份在互动平台回答投资者提问时表示，芯迈微聚焦无线通信芯片设计， 其产品可适配消费电子相关应用场景。截至2025年9月16日公司公告披露，芯迈微已有6个型号的芯片完 成流片，其中一款芯片可应用于智能学生卡、移动智能终端等消费电子场景，且已在客户端产生收入， 该芯片也可用于物联网模组，为消费电子终端提供通信技术支撑。芯迈微的通信芯片技术将与公司端侧 智能、算力技术形成协同，助力公司进一步拓展消费电子应用场景，相关业务进展敬请关注公司后续公 告。 ...

Core Viewpoint - The company Shobeyde (300322.SZ) expects to achieve a net profit of 60 million to 70 million yuan for the year 2025, marking a turnaround from losses in the previous year, with a similar range for net profit after excluding non-recurring gains and losses [1] Group 1: Financial Performance - The company anticipates a significant improvement in financial performance, with a projected net profit of 60 million to 70 million yuan for 2025, indicating a return to profitability [1] - The expected net profit after excluding non-recurring items is also in the range of 60 million to 70 million yuan, reflecting a similar positive trend [1] Group 2: Business Growth Drivers - The growth in demand from the consumer electronics and new energy vehicle markets has contributed to the increase in shipment volumes for the company's antenna, wiring harness, thermal module, and smart sensor module businesses [1] - Notable revenue and profit growth has been observed in the mobile phone antenna, automotive antenna, and wiring harness segments [1] Group 3: Product Development and Client Acquisition - The company is actively promoting the large-scale production of new products, including the PS5 game console SOC thermal module and 4D millimeter-wave radar waveguide antenna, which are set for mass delivery [1] - The company has successfully obtained supplier qualifications from four well-known domestic and international automotive clients and two domestic AI glasses clients, with one client already in mass production [1] - Progress is being made on liquid cooling projects for server optical modules, and the satellite antenna has received mass production orders and has begun delivery [1]

格隆汇1月28日｜乔锋智能(301603.SZ)公告称，乔锋智能预计2025年归属于上市公司股东的净利润为 3.10亿元-3.70亿元，比上年同期增长51.04%-80.27%。业绩增长主要受益于消费电子、新能源汽车等行 业快速发展及通用设备行业复苏；公司产能与品牌影响力提升，募投项目产能持续释放；精密主轴、高 端卧式及五轴加工中心量产并形成新增长动能。 ...

Core Viewpoint - The company, Juguang Technology (688167.SH), expects a net profit attributable to shareholders to range from -42 million yuan to -32 million yuan in 2025, indicating a year-on-year loss reduction of 75.99% to 81.70 [1] Group 1: Financial Performance - The company's revenue is projected to grow approximately 40% year-on-year, driven by increased shipment volumes in the optical communication, consumer electronics, semiconductor processing, and automotive sectors [1] - The proportion of high-margin products in the optical communication and semiconductor processing sectors has increased, contributing to an overall improvement in gross margin [1] Group 2: Operational Efficiency - Enhanced operational excellence and lean manufacturing practices have led to a reduction in costs, further supporting the increase in gross margin [1]

Core Viewpoint - Juguang Technology (688167.SH) expects a net profit attributable to shareholders of the listed company to be between -420 million to -320 million yuan for 2025, indicating a year-on-year loss reduction of 75.99% to 81.70% [1] Group 1: Financial Performance - The company's operating revenue is projected to grow approximately 40% year-on-year, primarily due to increased shipment volumes in the optical communication, consumer electronics, semiconductor processing, and automotive sectors [1] - The proportion of high-margin products in the optical communication and semiconductor processing sectors has increased, contributing to an overall improvement in gross margin [1] Group 2: Operational Efficiency - Enhanced operational excellence and lean manufacturing practices have driven cost reductions, further supporting the improvement in gross margin [1]

晶晨股份回复称，芯迈微聚焦无线通信芯片设计，其产品可适配消费电子相关应用场景。截至2025年9 月16日公司公告披露，芯迈微已有6个型号的芯片完成流片，其中一款芯片可应用于智能学生卡、移动 智能终端等消费电子场景，且已在客户端产生收入，该芯片也可用于物联网模组，为消费电子终端提供 通信技术支撑。芯迈微的通信芯片技术将与公司端侧智能、算力技术形成协同，助力公司进一步拓展消 费电子应用场景，相关业务进展敬请关注公司后续公告。 格隆汇1月28日｜有投资者在互动平台向晶晨股份提问：请问公司子公司芯迈微是否有消费电子产品？ ...