财通资管数字经济混合发起式A（017483）成立日期2022年12月26日，最新规模9.2亿。今年以来收益 13.03%，同类排名793/9000；近一年收益89.71%，同类排名329/8193；成立以来收益132.03%。 2月2日，泰豪科技跌5.02%，截至发稿，报10.59元/股，成交6.15亿元，换手率6.69%，总市值90.32亿 元。 资料显示，泰豪科技股份有限公司位于江西省南昌市高新开发区清华泰豪大楼，成立日期1996年3月20 日，上市日期2002年7月3日，公司主营业务涉及军工装备、智能电力产品的研发、生产、销售与服务。 主营业务收入构成为：应急装备业务66.49%，军工装备业务32.08%，售后服务0.68%，房租及物业管理 类0.66%，材料让售0.09%。 从泰豪科技十大流通股东角度 数据显示，财通证券资管旗下1只基金位居泰豪科技十大流通股东。财通资管数字经济混合发起式A （017483）三季度新进十大流通股东，持有股数703.99万股，占流通股的比例为0.83%。根据测算，今 日浮亏损失约394.23万元。 财通资管数字经济混合发起式A（017483）基金经理为包斅文。 截至发稿， ...

Core Viewpoint - Guangqi Technology has shown a significant increase in revenue and net profit, indicating strong business performance in the advanced materials sector [2]. Group 1: Financial Performance - As of September 30, Guangqi Technology reported a revenue of 1.596 billion yuan for the period from January to September 2025, representing a year-on-year growth of 25.76% [2]. - The net profit attributable to shareholders for the same period was 606 million yuan, reflecting a year-on-year increase of 12.81% [2]. - Cumulative cash dividends since the company's A-share listing amount to 833 million yuan, with 501 million yuan distributed over the past three years [3]. Group 2: Shareholder and Market Activity - As of January 30, Guangqi Technology's financing balance was 8.518 billion yuan, accounting for 8.33% of its market capitalization, which is above the 90th percentile of the past year [1]. - The number of shareholders increased to 122,600, up by 1.83% compared to the previous period, while the average number of circulating shares per shareholder decreased by 1.79% to 17,579 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 5.5686 million shares to 48.9176 million shares [3].

Core Viewpoint - The company is forecasting a turnaround in its financial performance for the year 2025, expecting a net profit attributable to the parent company of between 7.1 million and 10.1 million yuan, compared to a significant loss in the previous year [2][5]. Group 1: Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025 [4]. - The expected net profit attributable to the parent company is projected to be between 7.1 million and 10.1 million yuan, indicating a turnaround from the previous year's loss [5]. - The expected net profit, after deducting non-recurring gains and losses, is projected to be between -16 million and -12 million yuan [3][6]. Group 2: Previous Year’s Performance - In the previous year (2024), the net profit attributable to the parent company was -363.28 million yuan, and the net profit after deducting non-recurring gains and losses was -377.99 million yuan [7]. - The earnings per share for the previous year were -0.50 yuan [8]. Group 3: Reasons for Performance Change - The main reasons for the expected performance change include: 1. Active market expansion leading to steady growth in operating income 2. Focus on core military responsibilities, enhancing production process control, and ongoing cost optimization efforts, which have improved profitability [9]. - Non-recurring gains and losses have positively impacted the net profit, primarily from government subsidies recognized during the reporting period [9].

此外，公司持续推行降本增效措施，加大应收账款回收力度，成本管控及营运效率进一步提升，对当期 利润产生正向影响。 同日，公司公告称，拟终止发行股份购买资产暨关联交易事项。此前，泰豪科技拟通过发行股份的方式 向北京国发航空发动机产业投资基金中心(有限合伙)、中兵国调(厦门)股权投资基金合伙企业(有限合 伙)、中兵投资管理有限责任公司、重庆泰和峰私募股权投资基金合伙企业(有限合伙)、榆林市煤炭资源 转化引导基金合伙企业(有限合伙)(以下合称"交易对方")购买其合计持有的江西泰豪军工集团有限公司 27.46%股权(以下简称"本次交易")。 本报讯(记者曹琦)1月30日晚间，泰豪科技（600590）股份有限公司(以下简称"泰豪科技")公布，经公司 财务部门初步测算，预计2025年度实现归属于上市公司股东的净利润4700万元至7000万元，与上年同期 相比，将实现同比扭亏为盈。预计2025年度实现归属于上市公司股东扣除非经常性损益后的净利润为 4600万元至6800万元。 本次业绩预盈，泰豪科技表示主要系2025年度，公司紧密围绕"聚焦军工及军工技术民用化的应急产品 业务"发展战略，实现双轮驱动增长。其中，公司应急装备板 ...

Core Viewpoint - The company, Jieqiang Equipment (300875), has announced a forecast for a net loss of 90 million to 120 million yuan for the year 2025, which is an improvement compared to a loss of 278 million yuan in the previous year [4]. Financial Performance - The expected net profit loss for 2025 is between 90 million and 120 million yuan, while the non-recurring net profit loss is projected to be between 100 million and 130 million yuan, compared to losses of 278 million yuan and 292 million yuan in the previous year respectively [4]. - The company's price-to-book ratio (LF) is approximately 4.37 times, and the price-to-sales ratio (TTM) is about 27.29 times based on the latest closing price [4]. Business Operations - The company specializes in the research, development, production, sales, and technical services of nuclear biochemical safety equipment and core components [15]. - The anticipated decrease in impairment amounts for 2025 is expected to be significant compared to the previous year, as determined by a qualified assessment and auditing institution [15]. - Adjustments to previously recognized revenue due to changes in sales contract prices by final customers are expected to reduce profits for the reporting period [15]. Future Prospects - A new controlling subsidiary will be included in the company's consolidated scope starting from October 1, 2025, which is expected to generate additional business revenue and positively impact net profit [16]. - The impact of non-recurring gains and losses on net profit is estimated to be between 9 million and 12 million yuan, primarily from government subsidies and returns on idle funds [17].

2025年度，公司紧密围绕"聚焦军工及军工技术民用化的应急产品业务"发展战略，实现双轮驱动增长。 其中，公司应急装备板块抓住智算数据中心建设及应急保障装备需求增加的市场机遇，不断优化产品结 构，实现业务规模及盈利能力稳步提升；军工装备板块呈现复苏企稳态势，经营业绩较上年同期实现一 定增长。此外，公司持续推行降本增效措施，加大应收账款回收力度，成本管控及营运效率进一步增 强，对当期利润产生正向影响。 格隆汇1月30日丨泰豪科技(600590.SH)公布，经公司财务部门初步测算，预计2025年度实现归属于上市 公司股东的净利润4,700万元至7,000万元，与上年同期相比，将实现扭亏为盈。预计2025年度实现归属 于上市公司股东扣除非经常性损益后的净利润为4,600万元至6,800万元。 ...

捷强装备公告，预计2025年度净利润为负值，归属于上市公司股东的净利润预计为-1.2亿元至-9000万 元，上年同期为-2.78亿元。扣除非经常性损益后的净利润预计为-1.3亿元至-1亿元，上年同期为-2.92亿 元。公司预计对商誉进行系统性减值测试，本期将对部分子公司计提商誉减值；对存货和固定资产等进 行减值测试并计提减值准备；对应收账款进行单项信用风险的评估和计提。 ...

新兴装备公告，预计2025年度净利润为3200万元-4750万元，同比增长69.32%-151.34%。报告期内，非 经常性损益对净利润影响预计为2250万元至3350万元，主要系公司持有的交易性金融资产、权益投资等 公允价值变动收益的影响。报告期内，受客户采购需求的影响，交付的装备产品型号差异导致利润率有 所上升。 ...

Core Viewpoint - *ST Guandian is facing potential delisting risks due to negative financial performance, including projected losses for 2025 and insufficient operating revenue [2][3]. Financial Performance - The company expects a total profit of approximately -189 million yuan for 2025, with a net profit attributable to the parent company of around -185 million yuan [3]. - The operating revenue, after excluding unrelated business income, is projected to be about 123 million yuan, which is below the 100 million yuan threshold that could trigger financial delisting standards [3]. - Historical revenue figures show a decline from 291 million yuan in 2022 to 89.98 million yuan in 2024, with year-on-year changes of 26.61%, -27.12%, and -57.58% respectively [5]. - The net profit attributable to the parent company has also seen a significant drop, from 82.33 million yuan in 2022 to -136 million yuan in 2024, with year-on-year changes of 13.89%, -74.31%, and -744.26% respectively [5]. Corporate Governance - The company is currently led by Chairman Gao Yingxuan and Secretary Li Xuming, with a total of 195 employees [4]. - The actual controller of the company is Gao Ming [4]. Legal Issues - *ST Guandian is facing claims from investors due to disclosure issues, with affected investors eligible for compensation if they held shares during the specified period [3]. - The company has been flagged for potential violations of securities laws, which could lead to further legal repercussions [3]. Risk Indicators - The company has 45 internal risk indicators, with 29 warning alerts currently active [6].

1月27日，晶品特装发布公告称，军队采购网于2026年1月26日发布公告，武警部队采购管理部门根据军队供应商管理相关规定，禁止公司自2026年1月26 日起3年内参加武警部队范围物资工程服务采购活动，原因是公司在参加2021年度器材维修项目中一标段采购活动中存在围标串标等违规行为。 《每日经济新闻》记者注意到，2025年以来，包括大地财险、太平财险、阳光财险、广西建工、中科软等多家企业均因类似行为被暂停或禁止参与军队采 购，凸显军工采购监管趋严态势。 因围标串标等违规行为被"拉黑"3年 根据晶品特装发布的《关于公司收到违规处理的公告》，公司于1月26日收到武警部队采购管理部门正式通知，决定禁止晶品特装自2026年1月26日起3年 内参加武警部队范围物资工程服务采购活动。 至于违规情况，经调查核实，公司在参加2021年度器材维修项目中一标段采购活动中存在围标串标等违规行为。在禁止期内，公司法定代表人陈波控股或 管理的其他企业禁止参加上述范围军队采购活动，授权代表钟立祥禁止代理其他供应商参加上述范围军队采购活动。 2025年以来，因围标串标违规行为被军队采购系统处罚的企业数量显著上升，处罚周期普遍为2至3年。 2 ...