每经AI快讯，立昂技术1月30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亏损1.6亿 元~2.35亿元，同比由盈转亏。业绩变动主要原因是，报告期内，一方面，受数据中心行业部分区域出 现供需关系失衡，市场竞争加剧影响，公司获客难度加大；另一方面，在国家"双碳"战略的影响下，行 业监管对数据中心能耗指标的要求日趋严格，叠加人工智能技术快速迭代升级，现有机房建设标准已难 以满足行业发展新需求，进一步制约了大客户的入驻进程，广纸云数据中心经营效益不及预期。 每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 （记者 曾健辉） ...

每经AI快讯，城地香江（603887）1月30日发布业绩预告，预计2025年年度归属于母公司所有者的净利 润为-4600万元到-6900万元，上年同期归属于母公司所有者的净利润为-3.45亿元。2025年公司IDC业务 增长显著，驱动营收与毛利同步提升；但伴随业务规模扩大，也使得应收账款相应增加，导致信用减值 计提增加。此外，受原主业行业下行态势影响，相关资产减值规模有所增加。 ...

润泽科技公告，预计2025年度净利润为50亿元至53亿元，同比增长179.28%至196.03%。预计扣除非经 常性损益后的净利润为18.8亿元至19.8亿元，同比增长5.71%至11.33%。本报告期公司归属于上市公司 的净利润增长，主要系成功发行公募REITs产生的非经常性损益所致。2025年8月8日，南方润泽科技数 据中心REIT在深交所成功上市，发行规模45亿元。 ...

南财智讯1月30日电，科士达在投资者关系活动中表示，数据中心业务国内以自有品牌为主，持续强化 与字节跳动、阿里巴巴、京东、快手、万国数据、世纪互联等头部企业合作；海外以ODM为主，正拓 宽与ODM大客户的合作区域，在稳固欧洲、东南亚份额基础上，加快推进北美、澳洲等新兴市场业务 拓展。 ...

Group 1: Company Performance - The company forecasts a net profit of 600-660 million for 2025, representing a year-on-year increase of 52%-67% [2] - Growth is driven by increased business orders and shipment volumes, particularly in the data center and renewable energy sectors [2] - The company maintains an optimistic outlook for the next three to five years, expecting continued high demand in the data center and renewable energy industries [2] Group 2: Market Challenges - The company's gross margin is influenced by competition intensity, raw material price fluctuations, and exchange rate variations [3] - Domestic market competition is fierce, with major clients often engaging in bidding processes, which can lead to price competition [3] - In the overseas market, while gross margins are relatively stable due to strong customer relationships and the ability to pass some cost increases to clients, exchange rate fluctuations still pose a risk [3] Group 3: Business Development Strategies - The company employs different strategies for its data center business, focusing on proprietary brands domestically and ODM partnerships internationally [3] - There is a strong emphasis on expanding partnerships with major internet companies in China, such as ByteDance and Alibaba, while also broadening the scope of cooperation with overseas clients [3] - The company is actively working to establish a global market presence, particularly in emerging markets like North America and Australia, while solidifying its position in traditional markets [3] Group 4: Investor Relations - The company adheres to strict information disclosure regulations, ensuring that all communications are truthful, accurate, complete, timely, and fair [3] - There were no incidents of undisclosed significant information leaks during the investor relations activities [3]

大位科技公告称，预计2025年度归属于母公司所有者的净利润为-2500万元至-1250万元，扣除非经常性 损益后的净利润为-1.30亿元至-8000万元，将出现亏损。上年同期归属于母公司所有者的净利润 为-2213.20万元，扣除非经常性损益的净利润为-8517.85万元。业绩预亏主因张北数据中心项目首期完 工交付，营业成本、费用增加，新增机柜收入贡献未充分释放。 ...

证券代码： 300249 证券简称：依米康 依米康科技集团股份有限公司投资者关系活动记录表 取重点跟踪、全力获单的策略，倾斜人力、资源予以支撑，持续 拓展阿里、字节跳动等大厂订单。针对海外市场，自 2023 年启 动海外市场拓展战略后，截至目前，业务布局与订单交付已覆盖 国内全部市场及马来西亚、新加坡、泰国、越南、菲律宾、阿曼 等东南亚和中东"一带一路"沿线国家。 2、2025 年度业绩扭亏为盈，主要来源于哪部分的业务？ 答：主要来源于风冷、液冷、风液同源等精密散热产品的增 长：2025 年，公司坚持践行"聚焦信息数据领域战略规划"。 一方面，公司不断投入资源，夯实精密散热产品为核心，整合智 能工程、软件平台与智慧运维的全栈式算力精密散热能力；另一 方面，公司紧跟下游行业对精密散热产品需求不断扩张的市场行 情，确定了"锚定大客户"的经营策略，紧跟国内大厂建设需求， 公司精密散热产品订单持续增长；其次，公司持续加强海外订单 的拓展，精密散热产品海外订单亦大幅增长。 2024 年，公司实现境外收入 4,889.83 万元，占营业收入比 例为 4.27%；2025 年上半年，公司实现境外收入 6,232.14 万元 ...

《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 数据中心+商业航天+业绩预增，海底数据中心产品全面进入商业化阶段，先后参与国内两大项目，2025年净 利预增超3.8倍，联合中标海上回收船项目，这家公司雷达产品打入欧洲市场。 前言 ...

Core Viewpoint - Keda's 2025 annual performance forecast indicates a significant increase in net profit, projected to reach between 600 million to 660 million yuan, representing a growth of 52.21% to 67.43% compared to the previous year [1] Group 1: Financial Performance - The expected net profit for 2025 is between 600 million to 660 million yuan [1] - This reflects a year-on-year growth of 52.21% to 67.43% [1] Group 2: Business Segments - The company is focusing on the "data center + new energy" business layout, which is contributing to increased orders and shipment volumes [1] - The data center segment is benefiting from a new round of infrastructure investment [1] - The new energy business is experiencing a recovery in demand from the European market and growth in emerging markets [1]

Core Viewpoint - The report from CITIC Securities indicates that 77 REITs have disclosed their Q4 2025 results, showing marginal improvements in cyclical sectors and growth potential in counter-cyclical sectors [1][2]. Group 1: Performance Summary - 42 newly listed REITs exceeded performance expectations in Q4, with average achievement rates for revenue, EBITDA, and distributable amounts at 103.7%, 92.4%, and 104.1% respectively [1][2]. - Existing REITs showed overall marginal performance improvement, with year-on-year average changes in the three key metrics being 5.2%, 6.2%, and 17.2% [1][2]. Group 2: Sector Analysis - The consumption and rental housing sectors performed exceptionally well, while the municipal environmental sector experienced significant seasonal fluctuations. The transportation infrastructure sector underperformed expectations, and there was a mixed performance in energy, industrial parks, and warehousing logistics [3]. - Industrial parks continued to face year-on-year pressure but showed improved rental rates quarter-on-quarter, with factory REITs outperforming research and development office REITs [3]. - The warehousing and logistics sector saw marginal improvements in volume, while prices continued to decline, with stable whole leases and related contracts [3]. - The rental housing sector maintained high occupancy rates with slight fluctuations, and rental prices for policy-based rental housing increased steadily [3]. - The consumption sector benefited from strong operations and seasonal demand, leading to impressive performance, with operational and positioning factors driving differentiation [3]. - Data centers maintained stable performance due to large clients and long-term agreements [3]. - New transportation projects performed well, but performance differentiation continued due to network structure and cargo composition [3]. - The municipal sector is supported by demand stability, with a focus on actively improving operational projects [3]. - The energy sector experienced performance differentiation accelerated by resource endowments and regional electricity reform policies [3]. Group 3: Investment Recommendations - The strategy for new listings and strategic placements has shifted from "general selection" to "careful selection," with concentrated policy benefits expected to be released. The outlook for the REITs market in the first half of 2026 is positive, focusing on three main lines: counter-cyclical, high prosperity, and strong fundraising [4]. - The first line includes sectors with strong counter-cyclical attributes, such as consumption infrastructure, policy-based rental housing, and municipal environmental sectors [4]. - The second line includes sectors aligned with national strategic directions and high prosperity, such as data centers, as well as some warehousing logistics and highway projects showing marginal recovery [4]. - The third line benefits from the strategic value of public REITs as "asset listing platforms," with strong fundraising demands from original equity holders and high-quality asset reserves [4].