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从暴涨300%到连续跌停!题材炒作终遇业绩“暴击”,淳中科技股价过山车
Sou Hu Cai Jing· 2026-01-29 10:33
Group 1 - The core point of the article highlights the dramatic fluctuations in the stock price of Chunzong Technology, which surged by over 300% last year but has recently faced consecutive trading halts and significant selling pressure [1][2][3] - Chunzong Technology, a company specializing in professional audio and video control equipment, released three self-developed chips in 2024, marking a breakthrough in its AI and chip business [2] - The stock price of Chunzong Technology skyrocketed from 55.28 yuan to 223.5 yuan in 2025, driven by market speculation regarding its role as the sole supplier of liquid cooling testing equipment for Nvidia's GB300 chip [2] Group 2 - Following the release of its earnings report, Chunzong Technology's stock price experienced two consecutive trading halts, reflecting a stark contrast between speculative trading and the company's actual performance [3] - The company's projected net profit for 2025 is between 265 million to 290 million yuan, with a significant portion derived from investment gains, while the core business is expected to incur a loss of 29 million to 36 million yuan [2] - The market sentiment is polarized, with some investors viewing the recent price drops as a buying opportunity, while others believe the stock lacks fundamental support and may continue to decline [3]
热门股淳中科技靠投资沐曦盈利 2025年主升浪期间被已封号大V推荐
Mei Ri Jing Ji Xin Wen· 2026-01-26 14:56
1月26日晚间,淳中科技(SH603516,股价199.6元,市值406亿元)披露2025年业绩预告,公司预计期 内营收同比下降25.25%至29.29%,但预计归母净利润超2亿元,同比增长208.86%至238.00%。 作为人工智能"独角兽",沐曦股份目前市值仍然高达2285亿元,最高股价曾达到895元/股。值得注意的 是,沐曦股份上市时间是2025年12月17日。 一名熟悉上市公司财务规则的业内人士向《每日经济新闻》记者表示,按照公允价值计量也意味着按照 标的股价并表。其中的风险点在于,如果2026年一季度沐曦股份股价下跌,淳中科技对应的净利润就会 减少。主升浪期间被雪球大V推荐 淳中科技解释了主营业务利润下降的原因。 淳中科技业绩大幅增长并非依托主营业务,而是源于对沐曦股份的投资浮盈,公司预计扣非归母净利润 为-3600万元至-2900万元。 值得注意的是,这家因AI(人工智能)、液冷布局获得资本市场关注的公司,曾是已被永久封禁的大 V"轮回666"重点推荐的标的。"轮回666"封号前还曾预测了公司2025年净利润。靠投资沐曦股份盈利 1月26日晚间,淳中科技披露2025年业绩预告。公司预计2025年 ...