南财智讯1月30日电，博杰股份发布2025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13,000.00万元—16,000.00万元，同比预增484.16%—618.97%；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8,000.00万元—11,000.00万元，同比预增794.48%—1,129.92%。报告期 内，公司秉承大客户战略，深度服务海外大客户，匹配客户产品、技术创新需求，拓展产业链需求新增 长点。报告期公司各项经营业务有序开展，主营业务销售收入持续增长，同时由于增长性业务拥有较高 的技术附加值，结合公司精益化的管理，实现盈利大幅提升。1、伴随国内外AI模型迭代、算力基础设 施扩张与云服务商持续加大投入，推动国内外AI服务器与数据云行业实现规模与结构的双重高增长。 公司通过紧跟大客户业务拓展需求及与大客户保持紧密沟通、合作，不断拓展为大客户服务的业务宽 度，布局电测、功能测试、老化等全链条测试解决方案等，自主研发液冷模组，实现风冷到液冷测试设 备技术升级，通过大客户认证并开始批量交付相关测试设备及模组，助力公司AI服务器和数据云服务 业务快速增长。2、在新能 ...

证券日报网讯1月29日，燕麦科技在互动平台回答投资者提问时表示，IC载板测试设备暂无权威国产化 率数据，整体国产化率偏低。国内已有本土企业布局该领域，公司也在积极推进相关业务布局。 ...

Group 1 - The core theme of artificial intelligence is expected to remain significant until 2026, with a focus on the most benefited sectors, particularly in Asia and Europe, which hold a substantial part of the global AI value chain [1] - Investor optimism is projected to continue until 2026, with strong performance in US stocks and major tech companies extending to other markets, as European stocks show similar performance to US stocks when measured in USD [1] - In light of high valuations, increasing geopolitical noise, and changing macro signals, it is recommended for investors to enhance portfolio resilience by prioritizing companies with strong balance sheets, predictable cash flows, and alignment of management teams with minority shareholder interests [1] Group 2 - The market generally anticipates a weakening of the US dollar, which typically benefits emerging markets and non-USD assets, with clear opportunities leaning towards Europe and Asia due to relatively reasonable valuations outside the US [2] - Sectors such as electronic payments, travel technology, memory, contract manufacturing, industrial automation, and hardware supply companies are primarily located outside the US and continue to demonstrate robust fundamentals amid moderate valuations [2]

Group 1 - The core viewpoint of the article is that the company, Oat Technology, is actively engaging in the advanced packaging sector, specifically in the IC substrate testing field, with ongoing technical development and market promotion efforts [2] Group 2 - The company has made a strategic commitment to technology layout in the IC substrate testing area [2] - Market promotion initiatives are being advanced to enhance the company's presence in this sector [2]

Core Viewpoint - The company Yanmai Technology (688312.SH) has announced that its IC substrate testing equipment has entered the market promotion stage, indicating progress in its development and potential supply chain involvement with leading companies [2]. Group 1 - The company has received inquiries from investors regarding the progress of its IC substrate testing equipment [2]. - Yanmai Technology confirmed that its IC substrate testing equipment is now in the market promotion phase [2]. - The company advised stakeholders to pay attention to relevant announcements for more specific information [2].

Core Viewpoint - The company expresses optimism regarding revenue growth in the AI server testing business, particularly driven by significant capital expenditure expectations from major clients like Amazon, Google, and Microsoft, excluding client N [1] Group 1: Revenue Expectations - The company anticipates a high revenue contribution from AI server testing equipment in the third quarter, primarily from clients G and M [1] - The company holds an optimistic outlook for revenue in the AI server testing sector through 2026 [1] Group 2: Client Demand and Deliveries - Equipment supplied to client N is expected to achieve mass delivery by the first half of 2026, with anticipated demand in the low four-digit range [1] - Collaborative projects with client N will gradually encompass various testing stations, including ICT and FCT functional aging [1]

证券日报网讯1月9日，联测科技在互动平台回答投资者提问时表示，公司用于无人机动力系统智能测试 设备尚处于研发阶段，公司正密切关注国家相关政策及行业发展动态，积极把握市场机遇，推动下游应 用领域发展。 ...

证券日报网讯 1月9日，联测科技在互动平台回答投资者提问时表示，公司燃气轮机测试设备正处于研 发过程中，且仅应用于燃气轮机，关于燃气轮机的下游应用领域与公司并不直接相关。 ...

联测科技（688113.SH）1月9日在投资者互动平台表示，公司燃气轮机测试设备正处于研发过程中，且 仅应用于燃气轮机，关于燃气轮机的下游应用领域与公司并不直接相关。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司数据中心燃气轮机在研发过程中是否需要 贵公司的高速水力测功器进行测试呢？ ...

联测科技（688113.SH）1月9日在投资者互动平台表示，公司用于无人机动力系统的智能测试设备尚处 于研发阶段，公司正密切关注国家相关政策及行业发展动态，积极把握市场机遇，推动下游应用领域发 展。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司产品能用于无人机动力系统智能测试么？公司未 来有没有进入该领域的可能？ ...