Group 1 - The company, Jiechuang Intelligent, announced a provision for asset impairment, recognizing credit impairment losses of approximately 8.28 million yuan and asset impairment losses of about 160,000 yuan for the first half of 2025, resulting in a total reduction of approximately 8.44 million yuan in consolidated profit for the same period [1] - For the year 2024, the revenue composition of Jiechuang Intelligent was as follows: 82.9% from industry digitalization solutions, 14.89% from smart security, 1.66% from AI and cloud computing products and solutions, and 0.55% from other sources [1] - As of the report date, Jiechuang Intelligent had a market capitalization of 4.3 billion yuan [1]

每日经济新闻 每经头条（nbdtoutiao）——申请超2万份，已开出41家，加盟海底捞，你要准备多少钱？1000万元不算 多，真实"账单"公布 （记者 张喜威） 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。 每经AI快讯，航天软件（SH 688562，收盘价：19.06元）8月28日晚间发布公告称，公司本次计提各项 资产减值损失和信用减值损失合计人民币约1782万元，将减少公司合并利润总额人民币约1782万元。 2024年1至12月份，航天软件的营业收入构成为：软件和信息技术服务业占比100.0%。 截至发稿，航天软件市值为76亿元。 ...

Group 1 - The core point of the article is that Jiechuang Intelligent (SZ 301248) held its 13th board meeting on August 28, 2025, to review the 2025 semi-annual report and its summary [1] - For the year 2024, Jiechuang Intelligent's revenue composition is as follows: 82.9% from industry digitalization solutions, 14.89% from smart security, 1.66% from AI and cloud computing products and solutions, and 0.55% from other sources [1] - As of the report, Jiechuang Intelligent has a market capitalization of 4.3 billion yuan [1]

Core Viewpoint - Jiechuang Intelligent (301248.SZ) reported a revenue of 316 million yuan for the first half of 2025, reflecting a year-on-year growth of 3.25% [1] Financial Performance - The net profit attributable to shareholders of the listed company was 18.728 million yuan, marking a turnaround from losses to profits year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 14.3976 million yuan [1] - Basic earnings per share stood at 0.12 yuan [1] Dividend Distribution - The company proposed a cash dividend of 0.2 yuan (including tax) for every 10 shares to all shareholders [1]

Core Viewpoint - Cambricon Technologies Co., Ltd. (referred to as "Cambricon") has seen its stock price exceed 1500 yuan, becoming the "new stock king" in A-shares, with a significant increase in stock price compared to its peers and major indices [1][2] Group 1: Stock Performance - As of August 28, 2025, Cambricon's closing price reached 1587.91 yuan per share, reflecting a 133.86% increase from the closing price on July 28, 2025 [1][2] - The company's rolling price-to-earnings (P/E) ratio is 5117.75 times, and the price-to-book (P/B) ratio is 113.98 times, both significantly higher than the industry averages of 88.97 times and 5.95 times, respectively [2] Group 2: Revenue Forecast and Product Development - Cambricon projects its total revenue for 2025 to be between 5 billion yuan and 7 billion yuan, with no new product releases planned [1] Group 3: Supply Chain Risks - The company operates on a fabless model, relying on various suppliers, which poses risks to supply chain stability, especially given that some subsidiaries are on the "entity list," potentially impacting operational performance [1]

8月28日，寒武纪-U再次大涨，收盘上涨15.73%，股价报收1587.91元/股，一举超过贵州茅台，成为A股 第一高价股。该股昨日盘中股价曾短暂超越贵州茅台，但收盘回落，今日为历史上首次收盘价位居A股 第一。 8月28日晚，寒武纪发布股票交易风险提示公告。 公告称，公司2025年8月28日收盘价相较于2025年7月28日收盘价上涨133.86%，公司股价涨幅超过大部 分同行业公司股价涨幅且显著高于科创综指、科创50、上证综指等相关指数涨幅，股票价格存在脱离当 前基本面的风险，投资者参与交易可能面临较大风险。敬请广大投资者务必充分了解二级市场交易风 险，切实提高风险意识，理性投资并注意投资风险。 一、全年经营预测 公司关注到近期市场上存在部分对公司经营情况的预测，公司结合实际情况，预计2025年全年实现营业 收入500,000万元至700,000万元。上述经营预测等前瞻性内容，系公司管理层的初步预测，不构成公司 对任何投资者的实质承诺。投资者及相关人士均应对此保持足够的风险认识，并且应当理解计划、预测 与承诺之间的差异，注意投资风险。 三、公司供应链稳定的风险 公司采用Fabless模式经营，供应商包括IP授 ...

天融信今日上涨4.93%，全天换手率38.42%，成交额56.71亿元，振幅14.94%。龙虎榜数据显示，深股通 净卖出2123.17万元，营业部席位合计净卖出1.18亿元。 深交所公开信息显示，当日该股因日换手率达38.42%上榜，深股通净卖出2123.17万元。 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12.32亿元，其中，买入成交额为5.46亿 元，卖出成交额为6.86亿元，合计净卖出1.40亿元。 融资融券数据显示，该股最新（8月27日）两融余额为9.64亿元，其中，融资余额为9.60亿元，融券余额 为448.78万元。近5日融资余额合计增加3.18亿元，增幅为49.45%，融券余额合计增加236.68万元，增幅 111.59%。 机构评级来看，近5日共有4家机构评级买入。预计目标价最高的是国泰海通证券，8月26日国泰海通证 券发布的研报给予公司目标价位13.09元。 天融信8月28日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 中信证券股份有限公 ...

8月28日晚间，寒武纪发布公告称，公司关注到近期市场上存在部分对公司经营情况的预测，结合实际 情况，公司预计2025年全年实现营业收入50亿元至70亿元。 来源：公司公告 寒武纪表示，公司2025年8月28日收盘价相较于2025年7月28日收盘价上涨133.86%，公司股价涨幅超过 大部分同行业公司股价涨幅且显著高于科创综指、科创50、上证综指等相关指数涨幅，股票价格存在脱 离当前基本面的风险，投资者参与交易可能面临较大风险。 公司结合实际情况，预计2025年全年实现营业收入50亿元至70亿元。 寒武纪表示未有新产品发布计划，近期网上传播的关于公司新产品情况的信息，均为误导市场的不实信 息。 针对供应链情况，公司表示，寒武纪采用Fabless模式经营，供应商包括IP授权厂商、服务器厂商、晶圆 制造厂和封装测试厂等。由于集成电路整个行业链是专业化分工且技术门槛较高，加之公司及部分子公 司已被列入"实体清单"，将对公司供应链的稳定造成一定风险，可能对公司经营业绩产生不利影响。 数据显示，寒武纪最新滚动市盈率为5117.75倍，市净率为113.98倍，公司所处的软件和信息技术服务业 最新滚动市盈率为88.97倍，市 ...

Core Viewpoint - Company expects to achieve annual revenue of 5 billion to 7 billion yuan in 2025, amid market speculation about its operational performance [1][5]. Group 1: Financial Performance - In the first half of 2025, the company reported revenue of 2.881 billion yuan, a year-on-year increase of 4347.82% [6]. - The company achieved a net profit attributable to shareholders of 1.038 billion yuan, marking a turnaround from losses [6]. - The net cash flow from operating activities was 911 million yuan, compared to a negative figure in the same period last year [6]. Group 2: Stock Performance - As of August 28, 2025, the company's stock price increased by 133.86% compared to July 28, 2025, outperforming most peers and major indices [5]. - The stock price reached a historical high of 1587.91 yuan per share, surpassing that of Guizhou Moutai [6]. Group 3: Valuation Metrics - The company's latest rolling price-to-earnings (P/E) ratio is 5117.75, and the price-to-book (P/B) ratio is 113.98, significantly higher than the industry averages of 88.97 for P/E and 5.95 for P/B [5]. Group 4: Supply Chain and Product Development - The company operates under a Fabless model, relying on various suppliers, including IP licensing firms and wafer manufacturers [5]. - There are concerns regarding supply chain stability due to the company's inclusion on the "entity list," which may adversely affect operational performance [5]. - The company has no plans for new product releases, and recent online information regarding new products has been labeled as misleading [5].

Core Viewpoint - The company, Cambricon, has issued a risk warning regarding its stock price, indicating that it may be detached from its current fundamentals, and investors could face significant risks [1][3]. Financial Performance - For the first half of 2025, Cambricon reported revenue of 2.881 billion yuan, a year-on-year increase of 4347.82%, and a net profit of 1.038 billion yuan, recovering from a loss of 530 million yuan in the same period last year [5]. - In Q2 2025, the company achieved revenue of 1.769 billion yuan, up 4425.01% year-on-year, and a net profit of 683 million yuan, compared to a net loss of 303 million yuan in Q2 2024 [5][6]. - The revenue growth from Q1 to Q2 2025 was 59%, and net profit increased by 92% [5]. Market Position and Valuation - As of August 28, 2025, Cambricon's stock price closed at 1587.91 yuan per share, with a market capitalization exceeding 660 billion yuan [2][4]. - The company's latest rolling price-to-earnings (P/E) ratio is 5117.75, and the price-to-book (P/B) ratio is 113.98, significantly higher than the industry averages of 88.97 for P/E and 5.95 for P/B [4]. Business Outlook - Cambricon anticipates achieving annual revenue between 5 billion and 7 billion yuan for 2025, based on current operational conditions [1][3]. - The company has no plans for new product releases, stating that recent online information regarding new products is misleading [1][3]. Supply Chain Risks - The company operates under a Fabless model and relies on various suppliers, which may pose risks to its supply chain stability due to the high specialization and technical barriers in the integrated circuit industry [4].