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2025年报业绩预告开箱(六):百亿巨亏连环爆,AI与创新药继续领跑
市值风云· 2026-02-02 11:59
Performance Highlights - New Yi Sheng (300502.SZ) expects net profit between 9.4 billion and 9.9 billion CNY, a year-on-year increase of 231.24% to 248.86% due to rising demand for high-speed optical modules driven by global computing power investments[4] - Han's Chip (688256.SH) anticipates net profit between 1.85 billion and 2.15 billion CNY, turning from a loss of 450 million CNY last year, benefiting from the growing demand for AI computing power[5] - Zhongji Xuchuang (300308.SZ) projects net profit between 9.8 billion and 11.8 billion CNY, a year-on-year growth of 89.50% to 128.17%, driven by strong customer investment in computing infrastructure[6] - Runze Technology (300442.SZ) expects net profit between 5 billion and 5.3 billion CNY, a year-on-year increase of 179.28% to 196.03%, largely due to non-recurring gains from public REITs issuance[10] Underperformance Highlights - Great Wall Motors (601633.SH) forecasts net profit of 9.912 billion CNY, a year-on-year decline of 21.71% due to increased marketing expenses and competitive pressures[36] - GAC Group (601238.SH) expects a net loss between 8 billion and 9 billion CNY, turning from a profit of 824 million CNY last year, impacted by fierce competition and increased asset impairment provisions[39] - Xiexin Integrated (002506.SZ) anticipates a net loss between 890 million and 1.29 billion CNY, shifting from a profit of 68 million CNY last year due to structural supply-demand issues in the photovoltaic industry[41] - Baile Tianheng (688506.SH) projects a net loss of around 1.1 billion CNY, down from a profit of 3.708 billion CNY last year, primarily due to increased R&D expenses[42] Industry Trends - Technology-driven sectors like AI and innovative pharmaceuticals are leading growth, with companies like New Yi Sheng and Han's Chip benefiting from strong demand and technological advancements[69] - Cost control is becoming a critical competitive advantage, particularly in the energy and manufacturing sectors, as seen with companies like Datang Power (601991.SH) benefiting from lower coal prices[70] - Traditional cyclical industries such as real estate and agriculture are facing significant downward pressure, with companies like Vanke (000002.SZ) and Tianbang Foods (002124.SZ) experiencing substantial losses due to market adjustments[72]
把两会好声音从“会场”带到“现场”
Xin Lang Cai Jing· 2026-01-31 22:38
(来源:辽宁日报) 转自:辽宁日报 "政府工作报告提出强化'一老一小'服务,这对我们是鼓舞,更是沉甸甸的责任。"省政协委员、沈阳河 马健康管理有限公司总裁柯东月难掩激动。作为深耕儿童健康管理领域的一线实践者,柯东月第一时间 在公司内传达了省两会精神,"孩子在哪,我们的服务就延伸到哪。"新的一年,他将带领团队主动走进 幼儿园开展常态化健康服务,计划每年度覆盖20家幼儿园,把骨龄检测、脊柱侧弯早筛、哮喘预警等专 业服务精准送到孩子身边。全力守好"15分钟健康服务圈",以标准化筛查流程、科学化干预方案赢得家 长信赖,切实为儿童健康成长保驾护航。 省人大代表、省政协委员一致表示,要解放思想、开拓创新,鼓足干劲、真抓实干,一起为梦想奋斗、 为幸福打拼,在推动新时代东北全面振兴取得新突破上勇于争先,奋力谱写中国式现代化辽宁篇章。 政府工作报告提出"提升科技创新效能,培育壮大新质生产力",这让省政协委员、沈阳新松医疗科技股 份有限公司总经理黄勇深感责任在肩。他第一时间召开专题会议传达省两会精神,与团队共同谋划科技 赋能新举措。黄勇告诉记者:"关键在于推动科技创新与产业创新深度融合。我们将依托辽宁本土科技 资源优势,全面提升 ...