新华财经北京1月23日电（记者刘玉龙） 随着1月底截止日期临近，A股上市公司年度业绩预告进入密集 披露期。新华财经数据显示，截至1月22日晚间，已有659家A股上市公司发布业绩预告，29家公司发布 业绩快报。其中净利润同比预增的共计260家，减亏的超100家。目前已披露业绩预告显示净利润高增方 向比较集中。其中，半导体、化学制品、汽车零部件、专用设备4个行业均有超10家公司业绩预增。 半导体、AI、有色等板块业绩高增长 梳理预增企业公告，精准把握半导体行业景气周期与国产替代机遇、得益于人工智能行业加速发展、资 源品价格上涨等是多家上市公司业绩实现预增的关键因素。 招商证券发布的策略报告称，往后看，A股在创出前期新高后有望转为震荡走势。以AI算力和半导体设 备为代表的科技、工业金属为代表的资源品仍然是1月的主战场，除此之外，服务业消费和非银金融仍 然是1月值得关注的重点方向。 李求索分析，伴随年报预告逐步披露，业绩表现或将成为市场表现的主要驱动。当前国内增长引擎切 换，科技成长领域受益于政策支持以及技术突破，景气度上行，业绩表现亮眼，吸引较多增量资金流 入。相比之下，消费板块受国内有效需求偏弱影响，整体延续分化 ...

Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies, with Zijin Mining, BAIC Blue Valley, and Huqin Technology leading the rankings with target price increases of 65.69%, 40.29%, and 39.15% respectively, across the industrial metals, passenger vehicles, and consumer electronics sectors [1][2]. Group 2 - On January 22, a total of 24 listed companies received recommendations from securities firms, with Lihigh Food receiving 2 recommendations, while companies like Baolong Oriental and BAIC Blue Valley received 1 recommendation each [4]. - The companies that received first-time coverage on January 22 include BAIC Blue Valley with a "Buy" rating from Guotai Junan Securities, Yanzhou Coal with an "Outperform" rating from Guosen Securities, Hezhu Intelligent with a "Buy" rating from Huayuan Securities, and Jiachih Technology with a "Buy" rating from Kaiyuan Securities [5][6].

每经AI快讯，福斯达1月22日晚间发布公告称，公司限售股份约1.1亿股将于2026年1月30日解禁并上市 流通，占公司总股本比例为69.04%。 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ （记者 王晓波） ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688630 | 芯碁微装 | 184.25 | -5.45% | 9.70万 | 18.19亿 | | 920455 | 汇隆活塞 | 9.97 | -5.05% | 14.77万 | 1.46亿 | | 688648 | 中郎科技 | 66.99 | -4.52% | 5.24万 | 3.36亿 | | 688596 | 正帆科技 | 34.83 | -4.00% | 14.28万 | 5.03亿 | | 603800 | 洪田股份 | 50.12 | -3.62% | 6.73万 | 3.37亿 | | 300837 | 浙矿股份 | 51.89 | -2.83% | 8.30万 | 4.34亿 | | 603901 | 永创智能 | 15.53 | -2.69% | 17.14万 | 2.70亿 | | 600520 | 三佳科技 | 28.65 | -2.65% | 9.56万 | 2.76亿 | | 002009 | 天奇股份 | 22 ...

Investment Rating - The report assigns an "Accumulate" rating for the company, marking its first coverage [6][8]. Core Viewpoints - The company is recognized as a leading enterprise in high-end equipment manufacturing, focusing on advanced manufacturing and exploring new opportunities in the field [6][12]. - The company has a strong position in the high-end forming machine tool industry and intelligent sorting equipment, with significant market shares in various segments [9][12]. - The report highlights the potential for growth in traditional high-end equipment manufacturing and the emerging field of nuclear fusion equipment, which is expected to become a new pillar of development for the company [12][58]. Summary by Relevant Sections Market Performance - The closing price of the company's stock is 25.90 yuan, with a total market capitalization of approximately 12,805.33 million yuan [4]. Financial Data - The company is projected to achieve revenues of 2,074 million yuan in 2024, representing a year-on-year growth of 17.43%. However, it is expected to incur a net loss of 89 million yuan [7][25]. - The forecast for net profit from 2025 to 2027 is -15 million yuan, 118 million yuan, and 190 million yuan, respectively, with corresponding P/E ratios of -826.98, 108.35, and 67.44 [10][61]. Business Segments - High-end forming machine tools are expected to benefit from equipment upgrades and domestic substitution opportunities, with a focus on reducing reliance on imports [40][42]. - The intelligent sorting equipment segment is projected to maintain stable growth, driven by increasing demand across various industries, including agriculture and waste management [45][51]. - The nuclear fusion equipment segment is anticipated to become a significant growth area, with the company actively participating in key projects and collaborations [52][58]. Investment Logic - The company is well-positioned to leverage its capabilities in high-end equipment manufacturing and is expected to gradually overcome challenges in its traditional business segments while expanding into cutting-edge manufacturing [12][61].

Group 1 - The top 20 stocks with significant capital inflow include Aerospace Electronics (8.98 billion), Tianfu Communication (7.17 billion), and Zhongji Xuchuang (6.63 billion) [1] - Aerospace Electronics experienced a price increase of 8.1%, while Tianfu Communication and Zhongji Xuchuang saw increases of 3.85% and 1.33% respectively [2] - Other notable stocks with substantial capital inflow include Woer Nuclear Materials (5.31 billion), Jiuding New Materials (4.75 billion), and China Nuclear Engineering (4.37 billion) [1][2] Group 2 - Jiuding New Materials had a significant price increase of 10%, while Zhejiang Wenlian and China Shipbuilding also saw increases of 10% and 1.96% respectively [2][3] - The energy sector is represented by China Petroleum with a capital inflow of 2.85 billion and a price increase of 2.85% [3] - Companies like Jushi Group and Goldwind Technology also showed strong performance with capital inflows of 2.78 billion and 2.73 billion, and price increases of 10.01% and 4.44% respectively [3]

2026年1月22日，ST远智（维权）（sz002689）触及涨停，涨停价3.94元，涨幅5.07%，总市值41.11亿 元，流通市值41.09亿元，截止发稿，总成交额1.44亿元。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 根据喜娜AI异动分析，ST远智涨停原因可能如下，业绩预增+一带一路+旧梯改造： 1、2026年1月20日 公告显示，2025年年报盈利大幅增加，归母净利润9000万 - 1.1亿，同比增长396.77% - 507.16%，扣非 净利润扭亏为盈。这主要得益于"一带一路"市场拓展和国内旧梯改造政策红利，以及公司成本管控见 效。 2、公司积极拓展"一带一路"市场，产品远销140多个国家，出口业务良好增长。同时，受益于超 长期 ...

韩建河山：筹划收购辽宁兴福新材料股份有限公司52.51%股权 股票停牌 中天精装：参股公司HBM2e已量产，HBM3/3e正推进流片 【投资&签约】 【重要事项】 天孚通信：2025年净利同比预增40%-60% 有源和无源产品线营收增长 南矿集团：签订2.96亿元设备买卖合同 合同金额占公司2024年经审计营业收入的38.08% 红宝丽：环氧丙烷综合技术改造项目已进入试生产前期准备阶段 腾景科技：签订8915万元光通信领域高端光器件销售订单 为下游OCS光交换机厂商提供定制化需求 金安国纪：2025年净利同比预增656%-871% 覆铜板产销数量同比增长 合康新能：2025年净利同比预增386%-628% 利民股份：2025年净利润同比预增471.55%-514.57% 华兰股份：拟4.5亿元对全资子公司灵擎数智增资 后者聚焦于AI创新药研发解决方案及服务 滨海能源：拟投资5.48亿元建设多孔碳和硅碳负极材料项目 【融资&定增】 路维光电：拟定增募资不超13.8亿元 天华新能：筹划发行H股股票并在香港联合交易所上市 信立泰：拟发行H股股票并在香港联交所主板上市 【业绩】 上海谊众：2025年净利同比预增760 ...

证券研究报告——晨会聚焦 2026 年 1 月 22 日 | 市场指数 | | | | --- | --- | --- | | 指数名称 | 收盘价 | 涨跌% | | 上证综指 | 4116.94 | 0.08 | | 深证成指 | 14255.13 | 0.70 | | 沪深 300 | 4723.07 | 0.09 | | 中小 100 | 8807.41 | 0.92 | | 创业板指 | 3295.52 | 0.54 | 行业表现（申万一级） | 指数名称 | 涨跌% | 指数名称 | 涨跌% | | --- | --- | --- | --- | | 有色金属 | 2.79 | 银行 | (1.58) | | 电子 | 2.62 | 煤炭 | (1.57) | | 机械设备 | 1.50 | 食品饮料 | (1.53) | | 钢铁 | 1.39 | 商贸零售 | (1.07) | | 建筑材料 | 1.35 | 公用事业 | (0.80) | 资料来源：万得，中银证券 中银晨会聚焦-20260122 ■重点关注 【房地产】房地产行业第 3 周周报（2026 年 1 月 10 日-2026 年 1 ...

证券之星消息，截至2026年1月21日收盘，迈得医疗(688310)报收于16.51元，上涨1.54%，换手率 1.49%，成交量2.47万手，成交额4073.95万元。 1月21日的资金流向数据方面，主力资金净流出363.54万元，占总成交额8.92%，游资资金净流入207.68 万元，占总成交额5.1%，散户资金净流入155.86万元，占总成交额3.83%。 近5日资金流向一览见下表： 迈得医疗2025年三季报显示，前三季度公司主营收入2.25亿元，同比上升2.31%；归母净利润883.67万 元，同比上升15.82%；扣非净利润-127.85万元，同比下降526.58%；其中2025年第三季度，公司单季度 主营收入8364.3万元，同比上升54.38%；单季度归母净利润279.16万元，同比上升224.07%；单季度扣 非净利润123.64万元，同比上升118.23%；负债率29.86%，投资收益16.76万元，财务费用-52.36万元， 毛利率40.19%。迈得医疗（688310）主营业务：医用耗材智能装备的研发、生产、销售和服务,有效整 合医疗器械产品工艺、自动化、软件等方面的技术,形成独特的产品与 ...