人民财讯1月19日电，企查查APP显示，近日，深圳市尼奥云科技有限公司成立，经营范围包含：云计 算设备制造；云计算设备销售；云计算装备技术服务；信息技术咨询服务等。企查查股权穿透显示，该 公司由三旺通信等共同持股。 ...

(原标题：MiniMax在广州成立新公司，含AI及机器人业务) 企查查APP显示，近日，广州稀完极智科技有限公司成立，注册资本7000万元，经营范围包含；智能机器人销售；人工智能硬件销售；人工智能 应用软件开发；人工智能行业应用系统集成服务等。企查查股权穿透显示，该公司由MiniMax关联公司上海稀宇极智科技有限公司全资持股. 相关ETF 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌: -1.97% 资金流向: 最新份额为101.9亿份,增 加了6600.0万份,净申赎 3639.5 厂元。 估值分位: 17.11% 游戏ETF (产品代码：159869) ★ 跟踪：中证动漫游戏指数 近五日涨跌: 8.13% 市盈率： 42.96倍 资金流向: 最新份额为90.7亿份,减少 了3.7亿份，净申赎-6.2亿 元。 估值分位:63.05% 市盈率： 19.94倍 近五日涨跌: 2.50% 市盈率:174.99倍 资金流向: 最新份额为530.7亿份, 增 加了1.3亿份，净申赎2.1亿 元。 估值分位: 97.37% 云计算50ETF (产品代码：516630) ...

华泰证券此前指，公司通过子公司长芯博创布局的MPO、AOC、高速铜缆等光互联组件业务已成为强 劲增长点，受益于北美AI数据中心建设，公司海外业务持续拓展。方正证券研报称，2025年上半年， 我国光缆产量为1.25亿芯公里，虽同比仍有下降，但降幅已较前期收窄，普缆散纤价格开始反弹，运营 商集采价格有望企稳回升，行业整体景气度有望进入上行通道。 长飞光纤光缆(06869)涨超9%，截至发稿，涨9.5%，报55.3港元，成交额10.08亿港元。 消息面上，长芯博创发布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， 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。 ...

资料显示，北京海量数据技术股份有限公司位于北京市海淀区学院路30号科大天工大厦B座6层01室， 成立日期2007年7月30日，上市日期2017年3月6日，公司主营业务涉及针对大中型企事业单位的数据中 心,搭建IT基础设施数据平台,提供相关的数据存储与安全、数据库与数据管理、云计算等方面的解决方 案和技术服务。主营业务收入构成为：数据基础设施解决方案59.72%，数据库自主产品和服务 39.86%，其他(补充)0.42%。 截至9月30日，海量数据股东户数2.74万，较上期减少12.44%；人均流通股10349股，较上期增加 14.21%。2025年1月-9月，海量数据实现营业收入3.14亿元，同比增长17.68%；归母净利润-7542.81万 元，同比减少73.04%。 1月16日，海量数据跌2.42%，成交额3.73亿元。两融数据显示，当日海量数据获融资买入额2926.40万 元，融资偿还3212.75万元，融资净买入-286.36万元。截至1月16日，海量数据融资融券余额合计1.60亿 元。 分红方面，海量数据A股上市后累计派现6449.76万元。近三年，累计派现0.00元。 融资方面，海量数据当日融资买 ...

香 港 聯 合 交 易 所 有 限 公 司 與 證 券 及 期 貨 事 務 監 察 委 員 會 對 本 申 請 版 本 的 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 申 請 版 本 全 部 或 任 何 部 分 內 容 而 產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Suzhou Junion Intelligent Technology Co., Ltd. 蘇州玖物智能科技股份有限公司 （「本公司」） （於中華人民共和國註冊成立的股份有限公司） 的申請版本 警 告 本申請版本乃根據香港聯合交易所有限公司（「聯交所」）與證券及期貨事務監察委員會（「證監會」） 的要求而刊發，僅用作提供資料予香港公眾人士。 本申請版本為草擬本，其內所載資料並不完整，亦可能會作出重大變動。 閣下閱覽本文件， 即代表 閣 下 知 悉、接 納 並 向 本 公 司、本 公 司 的 聯 席 保 薦 人、整 體 協 調 人、顧 問 或 包 銷 團 成 員 表示同意： 倘 於 適 當 時 候 向 香 港 公 眾 人 士 提 出 要 約 或 邀 請， ...

Group 1 - Yanjiang Co. plans to acquire 98.54% stake in Yongqiang Technology, which is expected to constitute a major asset restructuring. The transaction will involve issuing shares and cash payments to 28 counterparties, aiming to expand into the high-end electronic interconnection materials for integrated circuits [1] - Yongqiang Technology specializes in the R&D, production, and sales of high-performance copper-clad laminates and semi-cured sheets, which aligns with Yanjiang's strategic transformation and technology research in the integrated circuit sector [1] Group 2 - Guolian Minsheng forecasts a net profit increase of approximately 406% for 2025, expecting to reach 2.008 billion yuan, up from the previous year's 1.611 billion yuan. This growth is attributed to the acquisition of Minsheng Securities and the integration of its business [3] - The company aims to enhance its financial service capabilities through deep integration of technology, finance, and industry, leading to significant growth in securities investment, brokerage, and wealth management [3] Group 3 - Tianyuan Intelligent's actual controller and chairman has been detained for investigation, but the company states that its operations and management remain normal, and there is no significant impact on its business [4] Group 4 - Changxin Bochuang expects a net profit of 32 million to 37 million yuan for 2025, representing a year-on-year growth of 344.01% to 413.39%, driven by the demand for data communication products due to advancements in cloud computing and AI [5] - Shenghong Technology anticipates a net profit of 416 million to 456 million yuan for 2025, with a growth of 260.35% to 295.00%, maintaining its technological leadership in the global PCB manufacturing sector [5] Group 5 - Beifang Rare Earth predicts a net profit of 2.176 billion to 2.356 billion yuan for 2025, an increase of 116.67% to 134.60%, due to improved production and sales of rare earth products [7] - The company has made significant progress in its production efficiency and competitive advantages through various projects and innovations in the rare earth industry [7] Group 6 - Oke Yi expects a net profit of 96 million to 110 million yuan for 2025, a growth of 67.53% to 91.96%, driven by the rising demand for precision machining tools in the high-end manufacturing sector [8] - Lanqi Technology forecasts a net profit of 2.15 billion to 2.35 billion yuan for 2025, benefiting from the booming AI industry and increased demand for interconnect chips [9] Group 7 - Huida Technology has received approval for a stock issuance to specific investors, which is valid for 12 months, aimed at funding various projects [12] - Xinyuan New Materials plans to acquire a 51% stake in Hai Rui Te Engineering Plastics, enhancing its position in the high-tech materials sector [15]

Group 1: Resumption of Trading - Yanjiang Co. plans to acquire 98.54% of Yongqiang Technology through a combination of share issuance and cash payment, and will issue shares to raise supporting funds from Xiamen Yansheng and Xie Jihua, leading to stock resumption [1] - Shimao Energy has terminated its plan for a change in control, resulting in stock resumption [2] - Fenglong Co. has completed its suspension review, leading to stock resumption [3] - Minbao Optoelectronics is planning to issue shares and pay cash to acquire Xiamen Xiazhi Precision Technology and Jiangxi Maida Intelligent Technology, resulting in stock suspension [4] Group 2: Mergers, Acquisitions, and Capital Increases - Dongyangguang has completed the capital increase of its joint venture for the acquisition of 100% of Qinhuai Data China [5] - Chengtian Weiye plans to raise no more than 800 million yuan through a private placement for the industrialization of liquid cooling heat dissipation systems [6] Group 3: External Investments and Daily Operations - Wanrun New Energy's wholly-owned subsidiary is investing 1.079 billion yuan to construct a lithium iron phosphate project [7] - Iwo Biological has completed the summary report of Phase I clinical trials for dust mite membrane agents [8] - Dashengda's subsidiary in Hainan is investing 721 million Thai Baht and introducing strategic investor SENDA INTERNATIONAL with an investment of 128 million Thai Baht for capital increase in Thailand [9] - Lizhong Group's wholly-owned subsidiary Hebei Lizhong Alloy Group has signed a strategic cooperation agreement with a leading domestic new energy vehicle company to establish a joint innovation laboratory for the research and application of aluminum alloy materials for automotive/robotics [10] Group 4: Performance Changes - Cambridge Technology expects a net profit of 252 million to 278 million yuan in 2025, a year-on-year increase of 51.19% to 66.79%, driven by strong market demand from AI and global data center construction [11] - Lishang Guochao anticipates a net profit of 140 million to 170 million yuan in 2025, a year-on-year increase of 92.96% to 134.31% [12] - Lanke Technology expects a net profit of 2.15 billion to 2.35 billion yuan in 2025, a year-on-year increase of 52.29% to 66.46%, due to a significant increase in shipments of interconnect chips [13] - Shenghong Technology anticipates a net profit of 4.16 billion to 4.56 billion yuan in 2025, a year-on-year increase of 260.35% to 295.00%, primarily due to large-scale production of high-end products in AI computing, data centers, and high-performance computing [14] - Hongyuan Pharmaceutical expects a net profit of 113 million to 137 million yuan in 2025, a year-on-year increase of 119.57% to 166.20%, driven by sustained growth in the new energy vehicle market and rapid growth in the energy storage market [15] - China First Heavy Industries expects a net profit of -310 million to -460 million yuan for 2025, compared to -3.736 billion yuan in the previous year, with positive developments in the power station casting and nuclear power sectors [16] - Changxin Bochuang anticipates a net profit of 320 million to 370 million yuan in 2025, a year-on-year increase of 344.01% to 413.39%, driven by the rapid development of the data communication market due to demand from cloud computing, AI, and big data [17]

Core Viewpoint - The China Grain Reserves Group aims to enhance grain procurement and storage management in 2026, focusing on stabilizing the market and ensuring farmers can sell their crops effectively [1] Group 1: Grain Procurement and Management - In 2026, the company will strengthen the coordination of various types of grain reserves and procurement to stabilize the market and expectations while promoting development [1] - The company has achieved full coverage of technical defense and control for nearly 1,000 direct and branch warehouses, improving the effectiveness of information-based supervision [1] - The implementation of the minimum purchase price policy will be a key responsibility to ensure farmers can sell their grain [1] Group 2: Technological Advancements - The company has adopted advanced equipment, technologies, processes, and materials to control grain storage loss to within 1% [1] - There has been a significant improvement in green storage, technological storage, and intelligent storage levels [1] - The company plans to shift from traditional management to a focus on smart governance, leveraging big data, cloud computing, and artificial intelligence to enhance the entire lifecycle of grain reserve management [1]

Core Viewpoint - The A-share listed companies are gradually disclosing their performance forecasts for the year 2025, with a significant number of companies expecting substantial profit growth, driven by advancements in technology and market demand [1]. Group 1: Performance Forecasts - As of January 17, 2025, 365 listed companies have released their performance forecasts, with 138 companies expecting positive results [1]. - Longxin Bochuang (300548) anticipates a net profit of 320 million to 370 million yuan, representing a year-on-year growth of 344.01% to 413.39% [1]. - Shenghong Technology (300476) expects a net profit of 4.16 billion to 4.56 billion yuan, with a growth rate of 260.35% to 295.00% [4]. - Haitai Technology (301022) forecasts a net profit of 51.5 million to 66.8 million yuan, indicating a growth of 226.86% to 323.97% [8]. - Haineng Technology (920476) projects a net profit of 41 million to 44 million yuan, with a growth of 213.65% to 236.61% [16]. - Hongyuan Pharmaceutical (301246) expects a net profit of 113 million to 137 million yuan, reflecting a growth of 119.57% to 166.2% [17]. - Northern Rare Earth (600111) anticipates a net profit of 2.176 billion to 2.356 billion yuan, with an increase of 116.67% to 134.60% [20]. - Lishang Guochao (600738) forecasts a net profit of 14 million to 17 million yuan, indicating a growth of 92.96% to 134.31% [22]. - Cambridge Technology (603083) expects a net profit of 252 million to 278 million yuan, with a growth of 51.19% to 66.79% [25]. Group 2: Industry Trends - The demand for new generation information technologies such as cloud computing, artificial intelligence, and big data is driving the rapid growth of the data communication market, positively impacting companies' revenues and profits [1]. - Shenghong Technology is consolidating its technological leadership in the global PCB manufacturing sector, with high-end products achieving large-scale production, contributing to significant revenue growth [4]. - Haitai Technology benefits from a high industry boom and increasing orders due to the gradual release of production capacity from its initial public offering projects [8]. - Haineng Technology is experiencing growth in new materials, new energy, and pharmaceuticals, supported by overall market demand recovery [16]. - Northern Rare Earth has successfully increased its sales of lanthanum and cerium products, achieving significant inventory reduction and production growth [20].

Core Viewpoint - The Chinese smart elderly care industry is transitioning from "partial pilot" to "full penetration" and from "technology stacking" to "ecological integration" due to the intersection of population aging and digital transformation [1][2][3] Industry Background - By the end of 2024, the population aged 60 and above in China will exceed 310 million, accounting for 22.0% of the total population, highlighting the challenges faced by traditional elderly care models [3][5] - Factors such as changes in family structure, upgrading consumption among the elderly, and increased acceptance of digital technology are driving the development of the smart elderly care industry [5][22] - Technological innovations are reshaping the elderly care service ecosystem, pushing the industry towards precision, personalization, and efficiency [5][24] Industry Status - Smart elderly care has developed technical solutions covering home, community, and institutional settings, with a competitive landscape featuring comprehensive solution providers, vertical technology companies, and traditional elderly care enterprises [5][34] - Challenges such as data silos, insufficient technology adaptation for the elderly, and immature business models remain significant pain points for the industry [5][39] Research Content - The report systematically analyzes the overall picture of the Chinese smart elderly care industry from two dimensions: industry background and current status [5] - The demand side is shifting from survival-type elderly care to quality-type elderly care, while the supply side is evolving from single technology applications to a full-cycle service ecosystem [2][6] Research Outlook - Demand for smart elderly care is progressing from basic survival needs to value realization, indicating a tiered advancement in elderly care demands [6][42] - The supply side is expected to see a three-dimensional push from technology, resources, and scenarios, leading to large-scale development of smart elderly care services [6][45] Policy Emphasis - The Chinese government has introduced a series of policies to support smart elderly care, emphasizing the strategic importance of this sector [19][21] Social Demand - The smart elderly care industry is accelerating due to multiple demand-side drivers, including changes in family structure and a growing demand for quality life among the elderly [22][24] Technological Application - The integration of AI, IoT, big data, and cloud computing is reconstructing the elderly care service model, transitioning from passive care to proactive prevention [24][25] Major Players and Business Models - The industry features three types of players: comprehensive solution providers, vertical technology companies, and traditional elderly care enterprises, each with distinct competitive advantages [34][36]