炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：南财社 知名大牛股、英伟达液冷概念股淳中科技，出人意料的业绩变脸了。 1月27日，淳中科技发布2025年业绩预告，预计公司净利润最高达2.9亿，与上一年同比上升50%以上。 但细看公告内容，扣非净利润不仅没盈利，反而还亏损2900万-3600万，同比下滑了139.57%-149.12%。 要知道，淳中科技可是2025年的大牛股，被市场认为傍上英伟达，成为了其GPU液冷测试设备的全球唯 一直供商。去年8月，市场一度传出淳中科技老总儿子与黄仁勋女儿的小作文，淳中科技也被股民调侃 为"黄仁勋女婿股"，股价也被市场爆炒，澄清传闻后，淳中科技股价依旧持续上涨。2025年7月11 日-2026年1月13日期间，半年时间股价暴涨超600%。 如今淳中科技的业绩预告一出来，直接啪啪打脸。盈利2.9亿，扣非亏损3500万，这是怎么回事？ 值得一提的是，公告解释，2.9亿的利润并非来自主营业务，而是来自投资沐曦股份的投资收益。截至 2025年末，公司持有沐曦股份（SH.688802）股票数量为854，256股，自取得之日起36个月内不得转 让。按资产 ...

Group 1: Stock Market Activity - On the institutional trading leaderboard, 26 stocks were listed, with 11 experiencing net buying and 15 facing net selling [1] - The top three stocks with the highest net buying by institutions were: Xiaocheng Technology (CNY 353 million), Tianji Shares (CNY 159 million), and Zhejiang Rongtai (CNY 117 million) [1] Group 2: Company Developments - Zhejiang Rongtai acquired a 15% stake in Guangzhou Jinli Intelligent Transmission Technology Co., Ltd., which will help the company enter emerging fields such as precision transmission, intelligent equipment, and humanoid robots [3] - In May 2025, Zhejiang Rongtai established a wholly-owned subsidiary, Zhejiang Rongtai Intelligent Robot Co., Ltd., to expand its business development [3] Group 3: AI Infrastructure Market - The global demand for AI infrastructure is surging due to significant investments from large-scale data centers and cloud service providers, leading to rapid expansion in the AI server and data center equipment market [4] - According to market forecasts, the global data center scale is expected to grow at a double-digit rate annually from 2025 to 2027, reaching USD 163.25 billion by 2027 [4] Group 4: Oil Industry Insights - The company is a leader in the oil service composite perforation industry, with its U.S. subsidiary TWG being a top player in North America's perforation sector [6] - WTI crude oil futures saw an intraday increase of 1% [7] - According to Shenwan Hongyuan, oil prices are expected to remain stable at mid-high levels due to OPEC's production cuts and shale oil cost support, with an anticipated increase in drilling day rates as global capital expenditure rises [7]