1月28日，博敏电子（603936）发布2025年度业绩预告公告称，公司预计2025年度实现归属于上市公司 股东的净利润为1500万元至2200万元，上年同期为-2.36亿元，实现扭亏为盈。2025年业绩改善主要得 益于非经常性损益的正向贡献，其中政府补助款项对净利润形成支撑。 公司表示，2025年业绩扭转主要源于公司紧抓AI产业、汽车电子等新兴领域机遇，聚焦高附加值PCB产 品市场，推动高端产能释放和产品结构优化，同时通过降本增效举措提升运营效率，推动PCB主营业务 亏损幅度较上年显著收窄，经营基本面稳步改善。(王珞) ...

1、报告期内，公司业绩较上年同期实现大幅度上涨的主要原因有两方面：一方面，公司聚焦 AI、机器 人、汽车电子等下游领域布局，优化产品结构，相关产品毛利贡献提升；另一方面，公司依托稳定的原 厂合作资源、持续优化的供应链管理能力，有效摊薄成本费用，带动整体盈利水平增长，业绩实现显著 突破。2、报告期内，预计非经常性损益对归属于上市公司股东的净利润影响金额约为1,250万元-1,450 万元（上年同期为 705.60 万元），主要为公允价值变动和政府补助。 格隆汇1月28日丨商络电子(300975.SZ)公布，预计2025年营业收入820,000万元～900,000万元，比上年 同期增长25.28%～37.50%，归属于上市公司股东的净利润28,500万元～31,500万元，比上年同期增长 302.55%～344.92%，扣除非经常性损益后的净利润27,100万元～30,100万元，比上年同期增长325.15% ～372.21%。 ...

商络电子1月28日公告，预计2025年实现营业收入82亿元-90亿元，同比增长25.28%-37.50%；预计2025 年归母净利润2.85亿元-3.15亿元，同比增长302.55%-344.92%。报告期内，公司聚焦AI、机器人、汽车 电子等下游领域布局，优化产品结构，相关产品毛利贡献提升；公司依托稳定的原厂合作资源、持续优 化的供应链管理能力，有效摊薄成本费用，带动整体盈利水平增长，业绩实现显著突破。 ...

主营业务层面，公司积极抢抓AI产业、汽车电子等新兴领域的发展机遇，聚焦高附加值PCB产品市场开 拓，持续推动各生产基地高端产能释放，产品结构优化成效逐步显现。同时，公司深入推进降本增效举 措，从生产流程优化、供应链管控、运营效率提升等多维度强化成本管理，推动PCB主营业务亏损幅度 较上年显著收窄，经营基本面稳步改善。 格隆汇1月28日丨博敏电子(603936.SH)公布，经财务部门初步测算，预计2025年度实现归属于上市公司 股东的净利润为1,500万元至2,200万元，与上年同期（法定披露数据）相比，将实现扭亏为盈。预计 2025年度实现归属于上市公司股东的扣除非经常性损益的净利润为-2,600万元至-1,300万元。 ...

每经AI快讯，1月28日，商络电子（300975）公告称，子预计2025年归属于上市公司股东的净利润为 2.85亿元~3.15亿元，比上年同期增长302.55%~344.92%。报告期内，公司聚焦AI、机器人、汽车电子等 领域，优化产品结构提升毛利；依托稳定原厂合作及供应链管理能力，有效摊薄成本费用，带动盈利显 著增长。 ...

Core Viewpoint - The company expects a significant increase in net profit attributable to shareholders, projecting between 285 million to 315 million yuan for 2025, representing a growth of 302.55% to 344.92% compared to the previous year [1] Group 1 - The company is focusing on sectors such as AI, robotics, and automotive electronics to enhance its product structure and improve gross margins [1] - The company leverages stable partnerships with original manufacturers and effective supply chain management to significantly reduce costs and expenses, contributing to notable profit growth [1]

南财智讯1月28日电，博敏电子发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 1500万元—2200万元，预计同比扭亏；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利 润为-2600万元—-1300万元。本期业绩扭亏为盈的主要原因：（一）主营业务层面，公司积极抢抓AI产 业、汽车电子等新兴领域的发展机遇，聚焦高附加值PCB产品市场开拓，持续推动各生产基地高端产能 释放，产品结构优化成效逐步显现。同时，公司深入推进降本增效举措，从生产流程优化、供应链管 控、运营效率提升等多维度强化成本管理，推动PCB主营业务亏损幅度较上年显著收窄，经营基本面稳 步改善。（二）原材料价格波动对盈利水平形成阶段性压力。2025年度，国际贵金属价格持续处于高位 运行，公司生产所需的金盐、铜球、铜箔、锡条等核心原材料价格同步上涨。由于公司主营业务聚焦中 高端PCB产品，对各类贵金属原材料的需求规模较大，原材料成本占营业成本比重较高，进而对当期主 营业务毛利水平造成一定负向冲击，是扣除非经常性损益后的净利润仍为负的重要原因之一。（三）非 经常性损益对净利润形成正向贡献，主要系公司当期收到的政府补助款项。 ...

Core Viewpoint - The stock of Pengding Holdings has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 17.20%, indicating a volatile yet upward trend in its stock performance [1]. Group 1: Stock Performance - As of January 28, Pengding Holdings' stock price is 59.28 CNY per share, with a total market capitalization of 137.41 billion CNY [1]. - The stock has seen a net outflow of 52.01 million CNY in principal funds, with significant buying and selling activity, including a large buy of 65.15 million CNY and a sell of 90.31 million CNY [1]. - Year-to-date, the stock has increased by 17.20%, with notable gains of 8.77% over the last five trading days and 15.44% over the last 20 days [1]. Group 2: Company Overview - Pengding Holdings, established on April 29, 1999, and listed on September 18, 2018, is primarily engaged in the design, research, development, manufacturing, and sales of various printed circuit boards (PCBs) [2]. - The company's revenue composition includes 62.70% from communication boards, 31.60% from consumer electronics and computer boards, 4.92% from automotive/server boards, and 0.78% from other sources [2]. - As of September 30, the company reported a revenue of 26.86 billion CNY for the first nine months of 2025, reflecting a year-on-year growth of 14.34%, and a net profit of 2.41 billion CNY, up 21.95% year-on-year [2]. Group 3: Shareholder Information - Pengding Holdings has distributed a total of 9.73 billion CNY in dividends since its A-share listing, with 5.10 billion CNY distributed over the last three years [3]. - As of September 30, 2025, the number of shareholders has increased to 75,500, with an average of 30,570 shares held per shareholder, a decrease of 18.48% from the previous period [2][3]. - Notable institutional shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 34.59 million shares, and various ETFs that have seen changes in their holdings [3].

纳芯微(02676)涨超133%，截至发稿，涨13.31%，报160港元，成交额3607.55万港元。 消息面上，继存储芯片接连涨价后，芯片涨价的公司、品类都在扩容。据上海证券报，记者从产业链了 解到，既存储芯片大幅涨价后，已有模拟芯片公司开始对部分产品进行涨价。公开资料显示，从2025年 底起，德州仪器、ADI等国际模拟公司开始对部分产品陆续启动涨价，涨价品类对应的下游应用领域主 要为AI服务器、汽车电子等。值得一提的是，德州仪器最新给出的强劲展望，凸显模拟芯片订单回 升。 弗若斯特沙利文资料显示，2024年按模拟芯片收入计，纳芯微在中国模拟芯片厂商中位列第五，同时也 是国内前十厂商里唯一重点布局传感器、信号链芯片、电源管理芯片三大产品线的企业。开源证券此前 研报指出，2026年随下游需求持续复苏及AI资本开支维持高景气，国内模拟需求及价格亦存在上行机 会。 ...

Core Viewpoint - The company expects a net profit of 160 million to 180 million yuan for the year 2025, representing a year-on-year growth of 62.56% to 82.88% [1] Group 1: Financial Projections - For 2025, the company anticipates operating revenue of approximately 8.85 billion yuan, an increase of about 13.16% compared to 2024 [1] - The projected net profit growth is attributed to the improved market conditions in the semiconductor industry compared to the same period in 2024 [1] Group 2: Business Segments - The company has seen revenue increases across various segments, including AI industry (servers, power supplies, optical modules, liquid cooling), industrial and new energy (wind, solar storage, charging piles), security monitoring, consumer electronics, and automotive electronics [1] - The IoT card business has also expanded in multiple fields, contributing to increased revenue and profits [1] Group 3: Strategic Initiatives - The company is focusing on promoting high-margin businesses to capitalize on industry changes, resulting in an overall improvement in business gross margins [1]