格隆汇1月23日丨金百泽(301041.SZ)公布，预计2025年归属于上市公司股东的净利润1,600万元–2,350万 元，比上年同期下降39.84%-59.04%，归属于上市公司股东的扣除非经常性损益后的净利润460万元–680 万元，比上年同期下降78.01%-85.12%。 报告期内，电子电路及相关电子产品创新领域整体竞争有所加剧，下游中小型创新企业经营环境偏紧， 研发投入和项目推进节奏放缓。公司主营业务主要聚焦于中高端样板、集成电子设计与制造服务IPDM 及电子电路全周期的科技创新服务，在当前所处行业大背景下，对公司当期经营形成阶段性影响。 ...

转自：证券时报 人民财讯1月23日电，金百泽(301041)1月23日发布业绩预告，预计2025年归母净利润1600万元—2350万 元，同比下降39.84%—59.04%。报告期内，电子电路及相关电子产品创新领域整体竞争有所加剧，下 游中小型创新企业经营环境偏紧，研发投入和项目推进节奏放缓。公司主营业务主要聚焦于中高端样 板、集成电子设计与制造服务IPDM及电子电路全周期的科技创新服务，在当前所处行业大背景下，对 公司当期经营形成阶段性影响。 ...

每经AI快讯，金百泽1月23日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润1600万元 ~2350万元，同比下降39.84%~59.04%；业绩变动主要原因是，所处行业环境变化，对中高端电子产品 创新与工程化服务业务形成阶段性压力报告期内，电子电路及相关电子产品创新领域整体竞争有所加 剧，下游中小型创新企业经营环境偏紧，研发投入和项目推进节奏放缓。公司主营业务主要聚焦于中高 端样板、集成电子设计与制造服务IPDM 及电子电路全周期的科技创新服务，在当前所处行业大背景 下，对公司当期经营形成阶段性影响。 （记者 曾健辉） 每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 ...

每经AI快讯，1月21日，金安国纪(002636.SZ)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2.80亿元~3.60亿元，比上年同期增长655.53%~871.40%。业绩增长的主要原因系覆铜板市场行情有 所好转，公司覆铜板产销数量同比增长、销售价格有所回升，同时公司进一步聚焦主业、优化产品结 构，提高盈利水平，因而公司业绩与去年同期相比实现了较大幅度的增长。 ...

Core Viewpoint - The Jiangsu Provincial Development and Reform Commission has officially released the list of major projects for 2026, highlighting the successful inclusion of the Kunshan Fuliwang Intelligent Core Components Project from Qiantang Town, marking the fourth consecutive year for Qiantang to have projects recognized in the provincial major project list. This achievement reflects the comprehensive strength of Qiantang Town [1]. Group 1: Investment and Project Achievements - In 2025, Qiantang Town secured over 28 projects with total investments exceeding 12 billion yuan, setting a historical record [1]. - Industrial investment in Qiantang has maintained high levels for two consecutive years, with 3.07 billion yuan in 2025, ranking first among towns in the city [1]. - The planned investment for major industrial projects in 2026 is 2.17 billion yuan, placing Qiantang second among towns [1]. Group 2: Investment Attraction Strategies - A "professional team" was established through reforms in the investment attraction system, leading to the signing of the 3 billion yuan Taihong Wanlihua East China Automotive Core Components Manufacturing Center project, marking a significant achievement for the newly formed investment service company [2]. - A detailed "investment navigation map" was created, focusing on cutting-edge fields such as AI computing power, hydrogen energy, humanoid robots, and new energy vehicles, identifying over 1,200 key enterprises in the industrial chain [2]. - The investment team expanded its global outreach by visiting key cities in southern China and Europe, engaging with leading companies to promote project landing and enterprise upgrades [2]. Group 3: Space and Resource Management - Over 400 acres of land space were successfully revitalized through various methods, including land release and storage, to support new projects [4]. - Innovative models like "fixed construction" and "first rent then let" were introduced to reduce costs and construction time for enterprises [4]. - The Huaxin Micro Measurement project utilized idle factory space, achieving an average investment of 12 million yuan per acre and expected output value exceeding 22 million yuan per acre [4]. Group 4: Financial Support Initiatives - The town actively assisted enterprises in applying for national bonds and other funding, securing over 50 million yuan in subsidies for equipment updates and various awards in 2025 [6]. - Additional funding of over 24.4 million yuan was allocated for unicorn cultivation and gazelle enterprise recognition [6]. Group 5: Environmental and Infrastructure Support - Environmental compliance was ensured through precise allocation of pollution discharge indicators, facilitating project landing while avoiding pollution risks [8]. - Ongoing improvements to the sewage treatment infrastructure were highlighted, including the expansion of the sewage network and the construction of the Qianfeng Sewage Treatment Plant [8]. Group 6: Service and Ecosystem Development - A comprehensive enterprise visit initiative was launched to gather and respond to business needs, ensuring timely support for operational challenges [10]. - A collaborative service model was implemented to streamline inspections and reduce disruptions for enterprises, allowing them to focus on production and innovation [12]. - Regular policy briefings and resource matching events were organized to foster long-term growth and collaboration between enterprises and the local government [14].

【鹏鼎控股：预计今年会是算力直接客户订单导入元年 相关业务将成为重要增长引擎】智通财经1月15 日电，鹏鼎控股(002938.SZ)接受特定对象调研，公司是市场主流AI眼镜的主要供应商，AI眼镜的普及 将提升高端PCB产品需求。在人形机器人领域，公司与头部客户就PCB产品的应用场景与产品开发展开 了深入合作，目前电路板相关产品已有供货。在算力领域，客户整体认证进度比较顺利，预计今年会是 算力直接客户订单导入元年，未来随着产能释放及订单陆续落地，相关业务将成为公司重要增长引擎。 目前公司已构建覆盖AI手机、AIPC、AI眼镜等AI端侧消费品的全场景产品矩阵，并已成为全球AI端侧 产品供应链中不可或缺的力量。同时，公司积极利用ONEAVARY产品平台，加快了在AI服务器、光模 块、交换机、人形机器人、新能源汽车等领域的全链条布局，全面推动AI产业的纵深发展。 转自：智通财经 ...

Commercial Aerospace - Lichong Group supplies high-end aluminum-based functional intermediate alloys for the commercial aerospace sector [1] Humanoid Robots - Shiyun Circuit has secured a new generation humanoid robot project [1] AI Applications - Longkun Technology's AI biopharmaceutical project is currently in the pre-clinical stage [1] - Bona Film Group has officially launched AI tools "Bole One-Click AI Short Drama" and "Bole Round Table" [1] Other Developments - CATL is advancing high energy density battery technologies, including condensed and solid-state batteries, for aviation applications [1] - Haixiang Pharmaceutical's invested Yuxin Fund holds a 1.352% stake in Tianbing Technology [1] - Zhejiang Fu Holdings reports that rising commodity prices have a positive impact on the company's performance [1] - Meiansen has no collaboration with the European Dorgerberg Steel Plant [1] - Zhite New Materials has no business or revenue related to AI applications, quantum technology, or artificial intelligence [1] - Woge Optoelectronics has completed small batch sample delivery of 1.6T optical module glass-based substrates [1]

世运电路在互动平台表示，公司在机器人业务方面积极与国内外人形机器人头部客户展开合作，目前已 通过其中部分客户认证，获得新一代人形机器人项目定点。由于客户信息涉及商业秘密，同时为保障全 体客户的合法权益，我们无法就具体客户的合作情况进行披露，还望您理解。 ...

Group 1 - The board of Guangdong Lier New Materials Technology Co., Ltd. has nominated Mr. She Yingjie, founder and general manager of Guangdong Shiyun Circuit Technology Co., Ltd., as a non-independent director candidate for its third board, marking a significant transition from "capital marriage" to "governance integration" in their alliance with German capital [1] - Lier Technology, established in 2004, focuses on the research, manufacturing, and sales of functional adhesive films, flexible circuit boards, new energy coating foils, and carbon nanotubes, positioning itself as a high-tech enterprise in the functional materials sector [1] - The company has established three major industrial bases centered in Guangdong, radiating to central and southwestern regions, and is recognized as a leading player in the domestic functional materials niche [1] Group 2 - Mr. She Yingjie, born in 1957, has held various leadership roles, including general manager of Shenzhen Shiyun Circuit and chairman of Heshan Shiyun, and currently serves as chairman and general manager of Guangdong Shiyun Circuit Technology Co., Ltd. [3] - He founded Shiyun Circuit in Hong Kong in 1985 and expanded to Shenzhen in 1991, focusing on PCB and early investments in the new energy vehicle and AI sectors, becoming a supplier for major international companies like Tesla and Siemens [5] - In 2025, he was listed on the Hurun Rich List with a net worth of 7.5 billion yuan, maintaining his status as the richest person in Heshan, and has donated over 5 million yuan to support education and rural development [5]

Core Viewpoint - The nomination of She Yingjie as a non-independent director of Lair Technology marks a significant step in the governance collaboration between Lair Technology and Shiyun Circuit, following their strategic partnership established in July 2025, indicating a new phase of strategic synergy [1][2] Group 1: Strategic Collaboration - The entry of She Yingjie into Lair Technology's board is expected to enhance collaboration in customer and market aspects between the two companies [1] - Both companies aim to leverage their customer resources and market networks to jointly expand in the new energy vehicle market and strengthen their presence in emerging fields such as AI servers and low-altitude economy [1] Group 2: Market Positioning - Shiyun Circuit specializes in automotive-grade PCB products and has entered the supply chains of several global automotive companies, while Lair Technology's products are widely used in automotive electronics and new energy battery sectors [1] - The collaboration is anticipated to facilitate the integration of domestic and international markets, enhancing resource allocation and development [1] Group 3: Supply Chain Synergy - Both companies share a high degree of commonality in raw material usage, including significant quantities of copper and film substrates, which could lead to improved procurement scale advantages and enhanced supply chain resilience through joint purchasing and resource sharing [1]