■ 注：本公告中的"万元"均指人民币万元。 登录新浪财经APP 搜索【信披】查看更多考评等级 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 1、业绩预告期间：2025年1月1日-2025年12月31日 2、业绩预告情况：预计净利润为负值 四、其他相关说明 上述业绩预告数据为公司财务部门初步测算的结果，相关数据未经注册会计师审计，具体财务数据将在 2025年度报告中详细披露，敬请广大投资者注意投资风险。 五、备查文件 董事会关于本期业绩预告的情况说明。 湖南国科微电子股份有限公司 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所审计。公司就本次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，双方不存在分歧。 三、业绩变动原因说明 1、研发费用及期间费用的影响。报告期内，公司持续加大研发投入力度，在端侧人工智能、汽车电 子、智慧视觉、无线局域网等多领域持续投入，研发费用较上年同期大幅增长；此外，销售费用、管理 费用、财务费用等期间费用亦较上年同期呈现不同程度的上升，影响了业绩表现。 2、营业收入及毛利的影响。报告期内，受市场环 ...

Group 1 - The company expects a net profit to be negative for the fiscal year 2025, covering the period from January 1, 2025, to December 31, 2025 [1] - The performance forecast has not been audited by an accounting firm, but preliminary discussions have taken place without any disagreements [1][3] Group 2 - The increase in research and development expenses, as well as other period expenses such as sales, management, and financial costs, has significantly impacted the company's performance [2] - The company's operating revenue has decreased due to market changes, including rising raw material costs and adjustments in sales strategies, leading to a decline in sales for some products [2] - The gross profit margin has been negatively affected as the company did not raise prices for its main products despite increasing raw material costs, and new products only began to achieve gradual mass production towards the end of the reporting period [2] - The reduction in deferred tax assets related to the company's ability to offset losses has led to an increase in income tax expenses, further impacting net profit [2]

Group 1 - The company expects a loss of 180 million to 250 million yuan in 2025, with a non-recurring loss of 210 million to 280 million yuan [1] - The increase in research and development expenses significantly impacted the company's performance, as it continued to invest in various fields such as edge AI, automotive electronics, smart vision, and wireless LAN [1] - Operating revenue decreased due to multiple factors, including rising raw material costs and adjustments in sales strategies, leading to a decline in sales for some products [1] Group 2 - The gross profit margin declined as the company did not raise prices for its main products despite increasing raw material costs, which further affected overall performance [1] - The gradual mass production of the company's main new products only began at the end of the reporting period, which also impacted the improvement of gross margins [1]

Core Viewpoint - The company, Guoke Micro, forecasts a significant loss for the fiscal year 2025, transitioning from a profit in the previous year to an expected net loss of between 180 million to 250 million yuan, indicating a substantial decline in performance [2]. Group 1: Financial Performance - The expected net profit attributable to shareholders is projected to be a loss of 180 million to 250 million yuan, compared to a profit of 97.15 million yuan in the same period last year, marking a shift from profit to loss [2]. - The anticipated net profit after deducting non-recurring gains and losses is expected to be a loss of 210 million to 280 million yuan, down from a profit of 11.55 million yuan in the previous year, reflecting a significant downturn [2]. Group 2: Reasons for Performance Decline - Increased R&D and period expenses are cited as a primary reason for the performance decline, with the company investing heavily in various sectors such as edge AI, automotive electronics, smart vision, and wireless LAN, leading to a substantial rise in R&D costs compared to the previous year [2]. - A decline in operating revenue and gross margin is attributed to changes in the market environment, including rising raw material costs and supply shortages, as well as adjustments in the company's sales strategy, resulting in decreased sales for some products [2]. - The company has not raised the sales prices of its main products despite increasing raw material costs, which has contributed to a lower gross margin, compounded by the fact that new products were only beginning to achieve mass production towards the end of the reporting period [2]. Group 3: Tax Impact - The reduction in deferred tax assets corresponding to the company's losses, as calculated under relevant accounting policies and standards, has led to an increase in current tax expenses, further impacting net profit [3].

南财智讯1月26日电，国科微发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为亏损 1.80亿元—2.50亿元；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亏损2.10亿 元—2.80亿元。业绩变动原因说明：1、研发费用及期间费用的影响。报告期内，公司持续加大研发投 入力度，在端侧人工智能、汽车电子、智慧视觉、无线局域网等多领域持续投入，研发费用较上年同期 大幅增长；此外，销售费用、管理费用、财务费用等期间费用亦较上年同期呈现不同程度的上升，影响 了业绩表现。2、营业收入及毛利的影响。报告期内，受市场环境变化（如原材料采购价格上涨且供应 紧缺）及公司销售策略调整等多重因素影响，公司部分产品销售额下滑，整体营业收入有所减少。同 时，报告期内，因公司销售的主要产品未上调价格，而随着原材料成本逐步上升，导致报告期内产品毛 利率走低；公司研发的主要新产品在报告期末才实现逐步量产也进一步影响了毛利率的提升，进而对公 司整体业绩形成较大影响。3、所得税费用的影响。依据现行会计政策及企业会计准则相关规定测算， 公司可弥补亏损对应的递延所得税资产金额减少，进而导致当期所得税费用相应增加，对公 ...

报告期内，公司RK3588、RK3576、RV11系列为代表的AIoT一系列算力平台快速增长;汽车电子、机器 人、机器视觉、工业应用等重点产品线持续突破。公司预计实现营业收入43.87亿元～44.27亿元，再创 新高;实现净利润10.23亿元～11.03亿元，同比增长71.97%～85.42%。 瑞芯微（603893）(603893.SH)披露2025年年度业绩预告，公司预计2025年年度实现归属于母公司所有 者的净利润10.23亿元到11.03亿元，同比增长71.97%到85.42%。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9.93亿元到10.73亿元，同比增长84.44%到99.30%。 ...

Core Insights - The company, Sitwei (Shanghai) Electronic Technology Co., Ltd., forecasts a significant increase in revenue and net profit for the year 2025, with expected revenue between 8.8 billion to 9.2 billion yuan, representing a year-on-year increase of 28.32 million to 32.32 million yuan, or a growth rate of 47% to 54% [1] - The anticipated net profit for 2025 is projected to be between 976 million to 1.031 billion yuan, reflecting an increase of 584 million to 638 million yuan compared to the previous year, which corresponds to a growth rate of 149% to 162% [1] Business Performance - In the smartphone sector, the company has deepened collaborations with multiple clients, leading to a significant rise in the shipment of high-end 50-megapixel products based on LoficHDR®2.0 technology, which has substantially boosted revenue in this area [1] - The automotive electronics segment has also seen a remarkable increase in revenue, driven by the rising shipment of products used in smart assisted driving and in-cabin applications [1] - In the smart security sector, the company has increased its market share in high-end security and smart home applications, while also experiencing growth in the emerging machine vision field [1] Future Strategy - The company plans to further consolidate and enhance its market share and position in the smart security, smartphone, and automotive electronics sectors by optimizing its product matrix, improving product performance and user experience, and expanding collaborations with core clients [2]

Group 1 - The core viewpoint of the news is that Pengding Holdings has experienced fluctuations in its stock price, with a recent decline of 2.02% and a year-to-date increase of 12.91% [1] - As of January 26, the stock price is reported at 57.11 yuan per share, with a total market capitalization of 132.384 billion yuan [1] - The company has seen a net outflow of 28.5936 million yuan in main funds, with significant buying and selling activity on January 22, where net buying reached 321 million yuan [1] Group 2 - Pengding Holdings, established on April 29, 1999, and listed on September 18, 2018, primarily engages in the design, research, manufacturing, and sales of printed circuit boards (PCBs) [2] - The revenue composition of the company 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 26.855 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 14.34%, and a net profit of 2.408 billion yuan, up 21.95% [2] Group 3 - Since its A-share listing, Pengding Holdings has distributed a total of 9.725 billion yuan in dividends, with 5.097 billion yuan distributed in the last three years [3] - As of September 30, 2025, the number of shareholders has increased by 22.75% to 75,500, with an average of 30,570 circulating shares per person, down 18.48% [2][3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 82.397 million shares, an increase of 34.5908 million shares from the previous period [3]

Group 1 - The core viewpoint of the news is that Aohong Electronics has experienced fluctuations in its stock price and trading volume, with a recent decline of 2.12% in its share price, currently at 31.41 CNY per share, and a market capitalization of 4.489 billion CNY [1] - As of January 26, 2025, Aohong Electronics has seen a year-to-date stock price increase of 2.92%, with a 1.23% decline over the last five trading days, a 3.15% increase over the last 20 days, and a 2.05% increase over the last 60 days [1] - The company, established on June 22, 2005, and listed on October 21, 2020, primarily engages in the research, production, and sales of printed circuit boards, with 89.10% of its revenue coming from this core business [1] Group 2 - As of September 30, 2025, Aohong Electronics reported a total revenue of 1.006 billion CNY, reflecting a year-on-year growth of 6.69%, and a net profit attributable to shareholders of 107 million CNY, also showing a growth of 6.45% [1] - The company has distributed a total of 229 million CNY in dividends since its A-share listing, with 172 million CNY distributed over the past three years [2] - As of September 30, 2025, the number of shareholders for Aohong Electronics increased by 7.36% to 14,600, while the average circulating shares per person decreased by 6.86% to 9,809 shares [1]

展望未来，思特威表示，将进一步巩固并提升在智慧安防、智能手机和汽车电子领域的市场份额与行业 地位，持续优化产品矩阵，提高产品性能和用户体验，加强与核心客户的合作，拓展合作领域，积极开 拓新的市场机会。 2025年，在智能手机领域，公司与多家客户的合作持续深化，产品能够满足更多旗舰机主摄、辅摄及多 光谱摄像头等应用需求，公司研发推出的多款主摄高阶5000万像素产品出货量大幅上升，以及新开发的 中高端HS系列多款5000万像素产品量产出货，带动公司智能手机领域营业收入大幅增长；在汽车电子 领域，公司应用于智能辅助驾驶（包括环视、周视和前视）和舱内等新一代产品的出货量同比大幅上 升，推动公司汽车电子领域收入跨越式增长；在智慧安防领域，公司高端安防和智能家居安防应用份额 持续提升，同时，作为机器视觉领域的先行者，公司紧抓市场发展机遇，新兴机器视觉领域收入持续增 长。 中证报中证网讯（记者 乔翔）1月25日，思特威发布2025年年度业绩预告，经财务部门初步测算，预计 2025年度实现营业收入88亿元到92亿元，同比增长47%至54%；归母净利润为9.76亿元至10.31亿元，同 比增长149%至162%。 对于业绩增长 ...