长江商报消息中科曙光（603019.SH）披露业绩快报，公司业绩稳定增长。 2月24日晚间，中科曙光发布2025年业绩快报，公司2025年实现营收149.7亿元，同比增长13.86%；归母 净利润为21.13亿元，同比增长10.54%；扣非净利润约17.85亿元，同比增长30.17%。 对于2025年业绩增长的原因，中科曙光称，主要是因为公司通过持续优化产品结构，为客户提供多样 化、高质量的解决方案，不断提升运营效率，保持经营业绩增长。 长江商报记者注意到，自2014年上市以来，中科曙光归母净利润已连续12年实现增长。 长江商报记者注意到，中科曙光还披露关于计提2025年度资产减值准备的公告。 其中，中科曙光2025年计提应收账款、其他应收款、应收票据和合同资产减值准备金额约1.58亿元，计 提存货跌价准备金额7428.59万元，计提无形资产减值准备金额2706.06万元，计提在建工程减值准备金 额74.94万元，计提长期股权投资减值准备金额723.12万元，计提商誉减值准备金额6161.45万元。 经评估测试，2025年度公司因上述事项拟计提资产减值准备合计约3.29亿元，计入2025年度损益，考虑 本期转 ...

长江商报消息中科曙光（603019.SH）披露业绩快报，公司业绩稳定增长。 2月24日晚间，中科曙光发布2025年业绩快报，公司2025年实现营收149.7亿元，同比增长13.86%；归母 净利润为21.13亿元，同比增长10.54%；扣非净利润约17.85亿元，同比增长30.17%。 对于2025年业绩增长的原因，中科曙光称，主要是因为公司通过持续优化产品结构，为客户提供多样 化、高质量的解决方案，不断提升运营效率，保持经营业绩增长。 长江商报记者注意到，自2014年上市以来，中科曙光归母净利润已连续12年实现增长。 近年来，中科曙光持续加码AI相关领域，公司于2月19日发布的消息显示，目前，曙光SothisAI实现了 智谱GLM-5、阿里Qwen3.5大模型的全面接入，并且进一步简化和优化了企业AI平台构建与运营流程。 其中，中科曙光2025年计提应收账款、其他应收款、应收票据和合同资产减值准备金额约1.58亿元，计 提存货跌价准备金额7428.59万元，计提无形资产减值准备金额2706.06万元，计提在建工程减值准备金 额74.94万元，计提长期股权投资减值准备金额723.12万元，计提商誉减值准备金额 ...

【#智谱和MiniMax市值已超携程京东#】2月20日，港股大模型公司智谱和MiniMax股价均大幅上涨， 创上市以来新高。 其中，智谱股价收涨42.72%，报725港元，上市43天累计涨幅已超500%。MiniMax收涨14.52%，报970 港元，上市以来累计涨幅487.88%。两家大模型企业市值均突破3000亿港元，接连超越携程、快手和京 东市值，逼近泡泡玛特与百度。 招商证券近期发布的研报指出，AI应用领域近期呈现出技术突破与商业化竞争同步深化的鲜明趋势。 AI应用相关技术迎来核心突破。叠加"人工智能+"行动作为国家中长期发展战略，为行业提供坚实长期 支撑。指数估值水位略高，但在产业趋势与政策红利的双重驱动下，上行空间值得期待。（每经综合， 德塔） | 智谱 | | | | | | --- | --- | --- | --- | --- | | HK2513 HK | | | | | | 725.000 | 市值 3232.4亿 量比 725.000 | 1.18 | | | | 流通 1604.5亿 换 | 532.500 | 2.38% | | | | 217.000 42.72% + | 534 ...

来源：北京日报客户端 港股马年首个交易日，港股三大指数集体收跌。截至收盘，恒生指数跌1.10%，报26413.35点，恒生科 技指数跌2.91%，报5211.50点。 消息面上，Seedance 2.0大模型以春晚为首个公开应用场景完成首秀，深度参与多项节目视觉制作。本 届春晚中，"AI生成影像+实景舞台扩展"的创新模式引发全网热议，而Seedance 2.0正是这一模式的核心 技术支撑。 与此同时，曙光SothisAI近日升级，实现智谱GLM-5、阿里Qwen3.5大模型全面接入，并进一步简化和 优化企业AI平台构建与运营流程。近期国产AI芯片企业太初（无锡）电子科技有限公司也已完成多款 国产主流开源大模型的深度适配工作，其中包括智谱GLM-5.0、阿里千问Qwen3.5-397B-A17B。 中新经纬综自央视新闻客户端、e公司 来源：中新经纬 盘面上，港股石油股逆势走强，中国石油股份涨3.70%，中国海洋石油涨2.23%。美国总统特朗普19日 再划"最后期限"，称美伊会否达成协议，"接下来十天左右"即可见分晓。谈还是打，前景依然悬而未 决。 在中央广播电视总台2026年春晚，多家公司机器人的"炸场"表演， ...

2月20日，香港恒生指数、恒生科技指数低开低走，恒生指数一度下跌1.31%，现跌0.68%，恒生科技指 数一度下跌2.7%，现跌2.02%。 编辑|程鹏 易启江 校对|金冥羽 科网股多数下跌，金蝶国际、百度集团跌超5%，阿里巴巴、哔哩哔哩跌超4%，网易跌3.95%，同程旅 行、理想汽车、腾讯音乐等跌超3.3%，小米集团、小鹏集团、小鹏汽车、理想汽车等跌超3%，美团跌 1.83%，腾讯控股跌2.25%，京东集团跌近2%。 港股AI应用股走强，海致科技集团(2706.HK)涨19.25%、MINIMAX-WP(0100.HK)涨11.63%、智谱 (2513.HK)涨18.31%，市值涨至2680亿港元。消息方面，曙光SothisAI近日升级，实现智谱GLM-5、阿 里Qwen3.5大模型全面接入，并进一步简化和优化企业AI平台构建与运营流程。 美的集团（000333）、商汤、地平线机器人上涨。 胜利证券(8540.HK)涨13.12%。消息方面，香港证券及期货事务监察委员会网站更新的信息显示，胜利 数码科技有限公司旗下的虚拟资产交易平台VDX已于2月13日获颁虚拟资产交易平台运营牌照。 部分港股比特币概念股走强 ...

Group 1 - The core viewpoint of the news is that AI concept stocks in the Hong Kong market have seen significant price increases, with notable gains from companies like Zhiyu and Haizhi Technology [1] Group 2 - Zhiyu's stock price increased by 21.06%, reaching 615.000, with a total market capitalization of 27.42 billion and a year-to-date increase of 429.26% [2] - Haizhi Technology Group's stock rose by 20.25%, with a latest price of 144.300 and a total market value of 57.78 billion, marking a year-to-date increase of 433.26% [2] - Other companies such as Xunce and MINIMAX also experienced gains, with increases of over 10% [1][2]

Market Overview - The Hong Kong stock market experienced a decline on the first trading day of the Year of the Rabbit, with the Hang Seng Index down 0.6% to 26,544.62 points, the Hang Seng Tech Index down 2.28% to 5,245.1 points, and the National Enterprises Index down 0.59% to 9,016.99 points [1] - Major technology stocks saw significant declines, including Alibaba down 3.75%, Tencent down 1.97%, and JD Group down 1.42% [1] AI and Robotics Sector - The AI and robotics sectors saw explosive growth, with several stocks reaching historical highs. MINIMAX-WP (00100) surged over 14% to 980 HKD, marking a year-to-date increase of over 450% [2] - The company launched the MiniMax M2.5, a production-grade model designed for Agent scenarios, which has attracted significant developer interest [2] - Zhizhu (02513) opened over 5% higher at 534 HKD, with projections of a 120% compound annual growth rate in revenue from 2025 to 2028 [2] - Aixin Yuanzhi (00600) saw a rise of over 16%, nearing a market capitalization of 20 billion HKD, following the successful testing of its high-end smart driving chip M97 [2] Earnings Disparity - Suton Ju Chuang (02498) reported a significant turnaround, with a forecast of achieving its first quarterly profit of at least 60 million RMB in Q4 2025, indicating a scaling phase for its robotics business [3] - The company Wang Guo Gold Group (03939) anticipates a profit increase of 143%-161% for the 2025 fiscal year, driven by rising gold prices and increased production [3] - Conversely, Shisi Pharmaceutical Group (02005) warned of a profit decline of 45%-60% for 2025 due to factors such as the lack of a major flu outbreak and price reductions in collective procurement [3] Buybacks and Fund Movements - Xiaomi Group-W (01810) repurchased 1.5 million shares for approximately 54.7 million HKD, while NetEase Cloud Music (09899) repurchased 92,400 shares for nearly 15 million HKD [4] - Other companies like Geely Automobile and Meitu also engaged in significant share buybacks [4] - Southbound capital flows showed a mix of cautious sentiment and recovery, with expectations for a rebound in Hong Kong tech stocks amid RMB appreciation [4] Institutional Insights - According to CICC, the recent pullback in Hong Kong stocks is attributed to hawkish expectations from the Federal Reserve and concerns over AI capital expenditures, but there is potential for recovery [6] - Analysts from ING noted that the recent decline in gold prices is a corrective pause, with expectations for strong demand as liquidity in Asian markets improves [6] - Electric equipment stocks rose, with Shanghai Electric up 7.38% and Harbin Electric up 4.45%, as analysts see long-term investment opportunities in the sector due to ongoing electricity shortages in the U.S. [6]

Market Overview - On February 20, the Hong Kong stock market experienced a decline on its first trading day of the Year of the Horse, with the Hang Seng Index, Hang Seng Tech Index, and other indices showing weakness, particularly the Hang Seng Tech Index which fell over 2% [1][8] - The Hang Seng Index closed at 26,544.62, down 161.32 points or 0.60%, while the Hang Seng Tech Index was at 5,245.10, down 122.42 points or 2.28% [2][9] AI and Robotics Sector Performance - Despite the overall market decline, AI application stocks surged, with Haizhi Technology Group rising over 28% to a peak of 154.4 HKD per share, marking a new high since its listing. Other notable gains included Zhiyuan up nearly 20%, and Yujian up over 18% [2][9] - The Spring Festival Gala showcased humanoid robots from four companies, highlighting advancements in robotics and AI technology, which have garnered significant public interest [4][11] - Douyin e-commerce reported a substantial increase in sales of robot products during the Spring Festival, with GMV growing 1680% and order volume increasing 655% from February 16 to 18 [4][11] Industry Insights - Dongwu Securities emphasized that advancements in core robotic capabilities are crucial for the technology's transition from laboratory to factory settings [5][12] - According to a recent report by招商证券, the AI application sector is witnessing simultaneous technological breakthroughs and intensified commercial competition, supported by national strategies for long-term development [6][12] - The report also noted that while index valuations are slightly high, the dual drivers of industry trends and policy benefits suggest potential upward movement in the market [6][12] Storage Sector Developments - On the same day, storage concept stocks in Hong Kong showed slight gains, with companies like 澜起科技 rising over 8% and 兆易创新 nearly 4% [6][12] - Reports indicated that Samsung Electronics is negotiating pricing for its latest generation of AI storage chips, which could be up to 30% higher than the previous generation [6][12]

Market Overview - The Hong Kong stock market opened lower, with the Hang Seng Index down 0.18%, the Hang Seng Tech Index down 0.69%, and the Hang Seng China Enterprises Index down 0.19% [1][18] - The market continued to decline, with the Hang Seng Index dropping over 1% and the Hang Seng Tech Index reaching a decline of 2.7% at one point [1][18] - By the time of reporting, the major indices had narrowed their losses but remained predominantly in the red [1][18] Sector Performance - The media and consumer sectors experienced widespread declines, with notable drops in companies such as DaMai Entertainment (over 6%), NetEase Cloud Music (over 5%), and Tencent Music (nearly 4%) [2][21] - Conversely, sectors such as oil and petrochemicals, semiconductors, and enterprise services showed resilience, with AI applications gaining significant traction [2][20] AI Sector Highlights - The AI application sector continued its upward momentum, with HaiZhi Technology Group surging over 28% to a peak price of 154.4 HKD per share, marking a new high since its listing [10][27] - ZhiPu Technology's stock reached a peak of 635 HKD per share, reflecting a 25% increase, with a total market capitalization exceeding 270 billion HKD [11][29] - MINIMAX also saw a strong performance, rising over 15% to a peak of 980 HKD per share [30][31] Investment Insights - Recent developments in AI technology, including the integration of major models like ZhiPu GLM-5 and Alibaba Qwen3.5, are expected to enhance the capabilities of enterprise AI platforms [32][33] - The AI sector is witnessing a dual trend of technological breakthroughs and intensified commercial competition, supported by national strategies promoting "Artificial Intelligence+" [33]

港股市场AI应用股集体走强，其中，海致科技集团涨15%、五一视界、MINIMAX-WP、智普涨超5%， 速腾聚创涨超4%。消息方面，曙光SothisAI近日升级，实现智谱GLM-5、阿里Qwen3.5大模型全面接 入，并进一步简化和优化企业AI平台构建与运营流程。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 02706 | 海致科技集团 | 15.00% | 138.000 | 552.59亿 | 409.98% | | 06651 | 五一视界 | 5.51% | 68.000 | 276.32亿 | 65.85% | | 00100 | MINIMAX-WP | 5.43% | 893.000 | 2800.76亿 | 441.21% | | 02513 | 智谱 | 5.12% | 534.000 | 2380.8亿 | 359.55% | | 02498 | 速腾聚创 | 4.42% | 35.920 | 169.61亿 | -1.86% | | 09880 | 优必选 | 2.90% ...