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寒武纪入列,上市公司掀起“补亏”潮
3 6 Ke· 2025-12-17 12:16
作为当前市场上炙手可热的科技龙头品种,寒武纪因受益于国内算力需求的持续释放,今年 前三季度业绩大幅增长,但在此之前,该公司的业绩其实是一直处于亏损困境的。由于业绩 的持续亏损,导致其未分配利润出现了负数,截至2024年12月31日,母公司财务报表累计未 分配利润高达-27.78亿元。 2025年12月15日晚,国内AI芯片领域头部厂商寒武纪(688256.SH)发布公告称,《关于使用公积金弥 补亏损的议案》在当天召开的临时股东大会上获审议通过。根据议案,该公司拟使用母公司资本公积 27.78亿元用于弥补母公司累计亏损,本次公积金弥补亏损以该公司2024年末母公司未分配利润负数弥 补至零为限。 经济观察报记者留意到,除了寒武纪,统一股份(600506.SH)、经纬恒润(688326.SH)、中关村 (000931.SZ)、保变电气(600550.SH)、冠捷科技(000727.SZ)、金杯汽车(600609.SH)等公司均 在近期内发布了与"资本公积弥补亏损"相关的公告。 备受上市公司青睐的"资本公积弥补亏损",究竟是怎么一回事? 为何要"补亏"? 作为当前市场上炙手可热的科技龙头品种,寒武纪因受益于国内算力需 ...
凯发电气:佳都科技受让11.46%公司股份
Xin Lang Cai Jing· 2025-12-17 10:33
凯发电气公告,公司持股5%以上股东中国铁路通信信号集团有限公司拟通过公开征集转让的方式协议 转让其持有的公司3668.69万股股份,约占总股本的11.46%,股份性质为无限售条件流通股。根据通号 集团函件告知,其已确定佳都科技为本次公开征集转让的受让方,双方已签署了《股份转让协议》,并 已生效。 ...
正弦电气:近两年公司持续保持对欧盟市场的业务拓展,目前已有小批量订单实现对欧盟国家的出口
Mei Ri Jing Ji Xin Wen· 2025-12-17 09:59
Group 1 - The company has been actively expanding its business in the European Union market over the past two years [2] - The company has successfully achieved small batch orders for exports to EU countries [2]
三变科技拟设立欧洲子公司 投资总额拟为50万欧元
Zhi Tong Cai Jing· 2025-12-17 09:52
三变科技(002112)(002112.SZ)公告,公司董事会同意公司在欧洲投资设立子公司,投资总额拟定为 50万欧元。该公司注册地址为:欧洲希腊。拟定经营范围为:变压器销售和相关设备的技术进出口服 务、咨询服务、售后维修服务以及相关项目投资平台。 ...
中超控股跌停,机构龙虎榜净卖出1.07亿元
Zheng Quan Shi Bao Wang· 2025-12-17 09:47
近半年该股累计上榜龙虎榜6次,上榜次日股价平均跌2.78%,上榜后5日平均跌3.66%。 中超控股今日跌停,全天换手率28.02%,成交额21.00亿元,振幅6.31%。龙虎榜数据显示,机构净卖出 1.07亿元,营业部席位合计净买入9960.62万元。 深交所公开信息显示,当日该股因日跌幅偏离值达-11.68%上榜,机构专用席位净卖出1.07亿元。 证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交4.59亿元,其中,买入成交额为2.26亿 元,卖出成交额为2.33亿元,合计净卖出706.69万元。 具体来看,今日上榜的营业部中,共有3家机构专用席位现身,即卖一、卖二、卖四,合计买入金额 2746.18万元,卖出金额1.34亿元,合计净卖出1.07亿元。 资金流向方面,今日该股主力资金净流出6572.36万元,其中,特大单净流入6579.28万元,大单资金净 流出1.32亿元。近5日主力资金净流入3.15亿元。(数据宝) 中超控股12月17日交易公开信息 (文章来源:证券时报网) | 买/ | 会员营业部名称 | 买入金额(万 | 卖出金额(万 | | --- | --- | --- | --- | | ...
机构席位买入1511.56万 北交所上市公司精创电气登龙虎榜
Sou Hu Cai Jing· 2025-12-17 09:41
(记者 曾健辉) 免责声明:本文内容与数据仅供参考,不构成投资建议,使用前核实。据此操作,风险自担。 每日经济新闻 每经讯,2025年12月17日,北交所上市公司精创电气(920035,收盘价:48.47元)登上龙虎榜,交易方式是连续竞价,披露原 因是当日换手率达到57.92%,成交数量753.76万股,成交金额3.8亿元。买一席位为机构专用,买入1511.56万元;卖一席位为国 金证券股份有限公司深圳分公司,卖出1698.97万元。 | | 2025-12-17精创电气(920035) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | ポ | 机构专用 | 15115592.12 | 10332425.66 | | 买2 | 国金证券股份有限公司深圳分公司 | 15024326.38 | 16989694.53 | | नेट3 | 中信建投证券股份有限公司上海营口路证券营业部 | 6378459.23 | 4393223.98 | | 买4 | 国泰海通证券股份有限公司深圳香蜜湖路营业部 | 6297169 ...
八一钢铁(600581)索赔案获得法院立案,易事特(300376)索赔案已有胜诉
Xin Lang Cai Jing· 2025-12-17 09:16
Group 1 - The core issue involves investor claims against Ba Yi Steel (600581) due to alleged violations of information disclosure laws, with a court case initiated on December 16, 2025 [1][7] - Investors who purchased Ba Yi Steel shares before November 8, 2025, and sold or held them afterward are eligible to file claims [2][7] - The law firm representing the investors is also accepting claims from other investors affected by the situation [1][2] Group 2 - Yi Shi Te (300376) has been found guilty of inflating revenue and profits through false trade practices and financing-related activities, as confirmed by the China Securities Regulatory Commission (CSRC) on December 31, 2024 [3][4][5] - The fraudulent activities included false trade operations, financing procurement, and data center integration services, leading to misstatements in annual reports from 2017 to 2021 [5][8] - Investors who bought Yi Shi Te shares between March 15, 2018, and May 12, 2023, and sold or held them afterward can also initiate claims [6][9]
英威腾:公司能够提供全套液冷解决方案
Zheng Quan Shi Bao Wang· 2025-12-17 09:10
人民财讯12月17日电,英威腾(002334)12月17日在互动平台表示,公司能够提供全套液冷解决方案。 集成微通道技术,更多的是针对液冷冷板部件,公司以液冷换热解决方案为主。 ...
智通AH统计|12月17日
智通财经网· 2025-12-17 08:20
Group 1 - The article highlights the top three and bottom three AH premium rates for various companies, with Northeast Electric (00042) leading at 881.82% and Ningde Times (03750) at -10.13% [1] - The top three companies with the highest deviation values are Red Star Macalline (01528) at 23.82%, Fudan Zhangjiang (01349) at 18.61%, and China People's Insurance Group (01339) at 15.55% [1] - The bottom three companies with the lowest deviation values include Changfei Optical Fiber (06869) at -30.48%, GAC Group (02238) at -18.85%, and First Tractor Company (00038) at -17.07% [1] Group 2 - The top ten AH stocks by premium rate include companies like Zhejiang Shibao (01057) at 277.56% and Hongye Futures (03678) at 267.67% [1] - The bottom ten AH stocks by premium rate feature companies such as China Merchants Bank (03968) at 0.14% and Hengrui Medicine (01276) at 1.30% [1] - The article provides detailed tables showing the premium rates and deviation values for both top and bottom AH stocks, indicating significant variations in market performance [2]
威胜控股(03393):AIDC客户支持料超想象,估值升级缺口再现扩大
ZHONGTAI INTERNATIONAL SECURITIES· 2025-12-17 07:49
Investment Rating - The report maintains a "Buy" rating for the company with an updated target price of HKD 21.75, reflecting a potential upside of 30.4% from the current price of HKD 16.68 [1][5]. Core Insights - The demand for the company's smart distribution services from AIDC (Artificial Intelligence Data Center) clients is expected to exceed expectations, leading to significant growth in new orders for FY26 [1][2]. - The company has expanded its development foundation from traditional industrial sectors to advanced technology sectors, supporting a higher valuation [1]. - The report projects a compound annual growth rate (CAGR) of 25.4% for smart distribution revenue and 27.9% for gross profit from FY24 to FY27, which is higher than the overall company growth rates [3]. Financial Projections - Revenue is forecasted to grow from RMB 7,252 million in 2023 to RMB 15,004 million in 2027, with a CAGR of 19.8% [4][10]. - Shareholder net profit is expected to increase from RMB 521 million in 2023 to RMB 1,583 million in 2027, reflecting a CAGR of 31.9% [4][10]. - The earnings per share (EPS) is projected to rise from RMB 0.53 in 2023 to RMB 1.59 in 2027 [4][10]. Order Growth Expectations - New orders from AIDC clients are anticipated to reach approximately RMB 23 billion in FY26, representing a year-on-year increase of about 130% [2]. - The report conservatively estimates that FY26 deliveries to AIDC clients could amount to RMB 23 billion, driven by both existing and new large clients, particularly in Southeast Asia [2]. Business Segment Performance - The smart distribution business is expected to maintain high growth, with its revenue share of total income projected to increase from 33.3% in FY24 to 38.1% in FY27 [3]. - The gross margin for AIDC orders is expected to be higher than that of other smart distribution orders, contributing to overall profitability [3].