(本文来自第一财经) 沐曦股份公告称，为推进募集资金投资项目实施，公司拟使用募集资金总额不超过2亿元向全资子公司 沐曦集成电路（南京）有限公司提供借款，用于实施募投项目"新型高性能通用GPU研发及产业化项 目"。该事项已经公司董事会审议通过，无需提交股东会审议。董事会审计委员会和保荐人对此事均表 示同意和无异议。 ...

（记者 曾健辉） 每经讯，博硕光电1月29日发布公告称，公司为优化战略布局，进一步增强公司综合竞争力，提高公司 的盈利能力，公司的全资子公司无锡博硕精睿科技有限公司，拟对无锡芯亿集成电路有限公司进行投 资，投资总额1050万元，货币形式出资，其中105万元计入注册资本，945万元计入资本公积，本次投资 后，无锡博硕精睿科技有限公司持有无锡芯亿集成电路有限公司约5.97%股权。公司于2026年1月28日 召开了第五届董事会第一次会议，审议通过了公司《对无锡芯亿集成电路有限公司投资的议案》，根据 《公司章程》第四十条的规定，本次对外投资无需提交股东大会审议。 每日经济新闻 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

Core Viewpoint - Aojie Technology (688220.SH) announced an investment in Haiwang Capital, which was established on December 31, 2020, and registered as a private equity/venture capital fund manager on May 28, 2021, managing nearly 20 billion RMB in assets [1][2] Group 1: Investment Details - Aojie Intelligent, a wholly-owned subsidiary of the company, plans to invest 10.45 million RMB in Haiwang Capital, with 2.45 million RMB allocated for acquiring 10% equity held by Haiyun Chuanghe [1] - The remaining 8 million RMB will be used to fulfill future capital contribution obligations as per Haiwang Capital's articles of association [1] Group 2: Shareholding Structure - Shanghai Pudong Science and Technology Group Co., Ltd. holds 49% of Haiwang Capital's registered capital and is a shareholder of Aojie Technology, owning 604,731 shares, which represents 0.14% of the company [2] - Pudong Science and Technology, along with two other shareholders, collectively holds 31,833,531 shares, amounting to a total ownership of 7.61% in Aojie Technology [2]

2025 年度，尽管诸多下游应用领域去库存周期已近尾声，但由于部分终端行业客户需求阶段性波动， 全年营业收入较上年同期有所减少。同时，由于部分下游行业客户的需求逐渐复苏，新兴领域重点客 户、新产品导入项目数显著增加，及新产品逐步放量等积极因素，自 2025 年第二季度起，公司季度营 业收入呈现逐季环比增长的复苏态势。为了进一步加强及巩固自身核心竞争力，丰富公司产品系列以覆 盖更多的下游应用领域，公司继续维持较高的产品研发与团队建设投入，同时加强成本费用控制，费用 整体虽然呈下降趋势，但不足以抵消收入下降及减值计提增加的影响，导致报告期内归属于母公司所有 者的净利润及归属于母公司所有者扣除非经常性损益后的净利润相比上年有所下滑。 格隆汇1月29日丨安路科技(688107.SH)公布，预计2025年年度营业收入约为人民币5.1亿元至5.5亿元， 与上年同期(法定披露数据)相比，将减少1.02亿元至1.42亿元，同比下降15.62%至21.76%；预计2025年 年度实现归属于母公司所有者的净利润与上年同期(法定披露数据)相比，净利润为负值，实现归属于母 公司所有者的净利润约为人民币-2.8亿元到-2.3亿元；预计 ...

南财智讯1月29日电，安路科技发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润约 为-23,000.00万元至-28,000.00万元；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 约为-31,208.56万元至-26,208.56万元。2025年度，尽管诸多下游应用领域去库存周期已近尾声，但由于 部分终端行业客户需求阶段性波动，全年营业收入较上年同期有所减少。同时，由于部分下游行业客户 的需求逐渐复苏，新兴领域重点客户、新产品导入项目数显著增加，及新产品逐步放量等积极因素，自 2025年第二季度起，公司季度营业收入呈现逐季环比增长的复苏态势。为了进一步加强及巩固自身核心 竞争力，丰富公司产品系列以覆盖更多的下游应用领域，公司继续维持较高的产品研发与团队建设投 入，同时加强成本费用控制，费用整体虽然呈下降趋势，但不足以抵消收入下降及减值计提增加的影 响，导致报告期内归属于上市公司股东的净利润及归属于上市公司股东的扣除非经常性损益的净利润相 比上年有所下滑。 ...

报告指出，这些成就标志着甘肃正从传统资源依赖向创新驱动深刻转变，科技创新已成为高质量发展的 核心引擎。 产业创新集群不断壮大。金白兰武有色金属、宝汉天工业母机成功创建国家先进制造业集群。新材料、 生物医药产业产值分别增长195.6%和83.5%。华天电子集成电路封测规模稳居国内第三。全省新增国家 级专精特新中小企业1003户，10家企业进入"中国隐形独角兽500强"。兰州新区入围"科创中国"试点城 市。 中国发展网讯 记者王斌报道 甘肃省第十四届人民代表大会第四次会议27日在兰州开幕，甘肃省省长任 振鹤在作政府工作报告时表示，"十四五"期间，甘肃省深入实施创新驱动发展战略，在关键技术攻关和 成果转化上取得一系列突破性进展，有力支撑了工业强省战略。 报告显示，五年来，甘肃全省优化重组全国重点实验室14家，组建13家企业创新联合体，技术合同成交 额年均增长20.85%。创新成果加速涌现：全球首座"钍基熔盐实验堆"在武威建成运行；用于重离子癌症 治疗的"国之重器"治疗系统成功应用；"手撕镍""无氧铜"等353项技术和产品实现国产化替代；"不变 钢"、稀土冶炼技术达到世界先进水平。 ...

产业观察 [table_Header]2026.01.29 四大增长极经济与产业洞察报告（2025） 产业研究中心 摘要：聚焦四大战略区域 2025 年协同发展，解构要素配置与产业生态新格局 期 2026.01.18 [Table_Summary] 核心观点：区域协同、产业升级与统一大市场建设的联动是高质量发展的 关键支撑。四大增长极通过制度协同破除行政壁垒，要素市场化改革畅通 资源流动，形成"顶层引领+地方创新"的协同格局。产业层面呈现梯度分 工与集群化演进，长三角技术密集型产业领跑，粤港澳大湾区聚焦跨境融 合，京津冀疏解赋能并重，川渝强化双核联动。通过"要素流动—产业协 同 —市场统一"联动路径，推动区域从"集群化"迈向"链群化"，既发挥比 较优势实现差异化发展，又通过跨域平台与规则衔接强化协同，为全国构 建优势互补、高质量发展的区域经济布局提供实践支撑。 筑基与引领：2025 年四大区域聚焦制度协同、规则衔接与跨域合作，以顶 层规划与专项政策为支撑，形成"顶层引领+地方创新"的协同格局，筑牢 区域高质量发展制度根基。 破壁与赋能：要素市场化改革正推动资源配置逻辑从"区域内优化"向"跨 区域重组"转化。人 ...

Core Viewpoint - The company expects a significant decline in net profit for the fiscal year 2025, projecting between 9 million to 13.5 million yuan, representing a year-on-year decrease of 79.80% to 86.53% [1] Business Performance - The company's performance is primarily impacted by adjustments in two core business segments [1] - The power carrier business is facing dual challenges from market structural adjustments and intensified competition [1] - The integrated circuit business is experiencing pressure from insufficient industry demand and price competition, leading to revenue decline and reduced gross margins [1]

Group 1 - The integrated circuit ETF (159546) experienced a decline of over 3.2%, with market focus on industry supply-demand and price dynamics [1] - In the hard technology sector, the supply of storage and logic chips remains tight, leading to widespread price increases [1] - The demand for AI servers is driving up the prices of related chips, which is squeezing the supply for other semiconductor applications [1] Group 2 - The price increase of server DRAM is expected to boost the prices of HBM, PCDRAM, and LPDDR, while enterprise SSD prices continue to rise [1] - The supply of global 8-inch wafers is tight due to production cuts by TSMC and Samsung, reflecting the trend of AI server demand impacting other applications' capacity [1] - Domestic wafer foundries, storage manufacturers, semiconductor equipment/materials, and IC design firms are likely to benefit from this trend and the impact of domestic substitution [1] Group 3 - The rising costs of chips may significantly impact consumer products, potentially leading to price increases and weakened demand for end products [1] - The rhythm of this semiconductor cycle requires further observation, with a focus on AI server capital expenditures and the macroeconomic boost from AI technology [1] Group 4 - The integrated circuit ETF (159546) tracks the integrated circuit index (932087), which selects listed companies involved in design, manufacturing, packaging, and testing from the Shanghai and Shenzhen markets [2] - This index emphasizes technological innovation and high-end manufacturing, showcasing strong industry characteristics and technological leadership [2]

Group 1 - The core viewpoint of the news is that Guobo Electronics has seen a significant increase in its stock price, rising by 5.39% to reach 136.50 CNY per share, with a total market capitalization of 81.356 billion CNY [1] - Guobo Electronics, established on November 27, 2000, and listed on July 22, 2022, primarily engages in the research, production, and sales of active phased array T/R components and RF integrated circuits [1] - The revenue composition of Guobo Electronics is as follows: T/R components and RF modules account for 88.19%, RF chips for 8.49%, other chips for 2.04%, and other revenues for 1.28% [1] Group 2 - Huafu Fund has a significant holding in Guobo Electronics, with its Huafu Internet World Flexible Allocation Mixed A Fund (001709) holding 5,600 shares, representing 3.96% of the fund's net value, making it the sixth-largest holding [2] - The Huafu Internet World Flexible Allocation Mixed A Fund has achieved a year-to-date return of 17.86%, ranking 558 out of 8,866 in its category, and a one-year return of 119.2%, ranking 93 out of 8,126 [2] - The fund manager, Huang Xinglin, has been in charge for 2 years and 225 days, with the fund's total asset size at 126 million CNY and the best return during his tenure being 81.48% [2]