证券代码：600666 证券简称：奥瑞德 公告编号：临2026-005 奥瑞德光电股份有限公司 2025年年度业绩预盈公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 业绩预告的具体适用情形：净利润实现扭亏为盈。 ● 奥瑞德光电股份有限公司（以下简称"公司"）预计2025年年度实现归属于母公司所有者的净利润为 12,000万元到16,000万元，与上年同期相比，将实现扭亏为盈。 ● 预计2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润为-18,500万元到-14,500万 元。 一、本期业绩预告情况 （一）利润总额：-12,203.03万元。归属于母公司所有者的净利润：-17,141.82万元。归属于母公司所有 者的扣除非经常性损益的净利润：-20,972.14万元。 （二）每股收益：-0.0623元/股。 三、本期业绩预盈的主要原因 （一）主营业务影响 （一）业绩预告期间 2025年1月1日至2025年12月31日 （二）业绩预告情况 1、经财务部门初步测算，预计2025年年度实现归属于 ...

格隆汇1月26日丨奥瑞德(600666.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司所 有者的净利润为12,000万元到16,000万元，与上年同期相比，将实现扭亏为盈。预计2025年年度实现归 属于母公司所有者的扣除非经常性损益的净利润为-18,500万元到-14,500万元。 报告期内，公司主营业务包括蓝宝石制品生产销售业务和算力综合服务业务。2025年，公司蓝宝石业务 营业收入同比变化不大，算力综合服务业务收入有所增长,但上述业务创造的毛利尚不足以覆盖公司各 项期间费用，同时公司预计将对部分资产计提较大金额的资产减值损失，故2025年公司扣除非经常性损 益的净利润为负值。 ...

Group 1 - The core point of the news is that Nongshang Environment's stock price increased by 5.31% to 8.33 CNY per share, with a total market capitalization of 2.443 billion CNY as of January 9 [1] - Nongshang Environment, established on April 28, 2000, and listed on September 20, 2016, is primarily engaged in landscape greening engineering design, construction, maintenance, and seedling cultivation [1] - The company's main business revenue composition is as follows: comprehensive computing services 86.91%, landscape greening engineering 11.07%, and others 2.02% [1] Group 2 - From the perspective of fund holdings, Huatai-PB Fund has one fund heavily invested in Nongshang Environment, specifically the Huatai-PB Quantitative Alpha A (005055), which held 148,300 shares, accounting for 0.5% of the fund's net value [2] - The Huatai-PB Quantitative Alpha A fund has a total size of 203 million CNY and has achieved a year-to-date return of 2.93% [2] - The fund manager, Sheng Hao, has a tenure of 10 years and 92 days, with the best fund return during this period being 131.21% [2]

Group 1 - The core viewpoint of the news is that Nongshang Environment's stock has shown a significant increase of 44.33% year-to-date, despite recent declines in the short term [2] - As of November 27, the stock price is reported at 8.27 CNY per share, with a market capitalization of 2.425 billion CNY [1] - The company has experienced a net inflow of main funds amounting to 69,700 CNY, indicating some level of investor interest [1] Group 2 - Nongshang Environment's main business revenue composition includes 86.91% from comprehensive computing services, 11.07% from landscaping engineering, and 2.02% from other sources [2] - The company has reported a significant decline in revenue for the period from January to September 2025, with total revenue of 45.93 million CNY, a year-on-year decrease of 56.73% [2] - The net profit attributable to the parent company for the same period is reported at -76.50 million CNY, reflecting a year-on-year decrease of 45.51% [2] Group 3 - Since its A-share listing, Nongshang Environment has distributed a total of 43.81 million CNY in dividends, but has not paid any dividends in the last three years [3]

Core Insights - The report highlights the performance of the domestic financial market, with the Shanghai Composite Index closing at 4002.76, down 0.39% [4] - The retail sales of new energy passenger vehicles reached 1.282 million units in October, marking a year-on-year increase of 7.3% and a cumulative retail of 10.151 million units from January to October, reflecting a growth of 21.9% [6] - The report discusses the increasing market scale in the express delivery industry, indicating a seasonal growth trend [8] Industry Updates - Multiple departments have jointly issued documents to promote the open interconnection of enterprise logistics data, with related stocks including SuperMap Software (300036) and Hezhong Shizhuang (002383) [8] - Two departments have issued documents to strengthen the technological innovation support for new energy consumption, with related stocks including Southern Power Grid Technology (688248) and Oriental Electronics (000682) [8] - The express delivery industry is showing signs of seasonal characteristics, with accelerated market growth and related stocks including YTO Express (600233) and Shentong Express (002468) [8] Company Focus - Maiwei Biotech (688062) has received approval from the National Medical Products Administration for a Phase II clinical trial application for its MW3811 injection for pathological scars, with trials expected to start by the end of 2025 [10] - Zhongbei Communication (603220) has signed a comprehensive service framework agreement with Xiamen Hongxin Electronic Technology Group to collaborate on computing resource services [10] - Chaoying Electronics (603175) plans to expand its AI computing high-end printed circuit board production project in Thailand [10] Market Review and Outlook - On November 11, the total trading volume in the two markets was 1.9936 trillion yuan, with 2631 stocks rising and 2380 stocks falling, indicating a net outflow of 76.83 billion yuan [12] - The report notes that the market is experiencing a weak recovery with a focus on speculative trading, while trends in battery and photovoltaic sectors show relative resilience [13] - The report suggests that if the market experiences a pullback, investors may consider low-risk opportunities in resilient sectors for trial trading [13]

Core Insights - The company, Zhongbei Communication, has signed a significant contract worth up to 1 billion RMB with Xiamen Hongxin Electronics for comprehensive computing power services over the next 60 months, marking a major breakthrough in the AI computing power service sector [1][2] Group 1: Contract Details - The contract includes high-performance computing resources and related support services, with Zhongbei providing intelligent computing resources, cabinet services, and operational maintenance services [2] - The ownership of the physical computing resources will remain with Zhongbei or third parties, while Hongxin Electronics will have the right to use these resources [2] - The announced 1 billion RMB does not include cabinet services and operational maintenance, indicating that the total value of the collaboration may exceed 1 billion RMB as specific agreements are made later [2] Group 2: Business Performance - In the first half of 2025, Zhongbei's intelligent computing service revenue reached 297 million RMB, reflecting a staggering year-on-year growth of 498.21%, with an operational computing power scale exceeding 15,000 P [3] - Despite a slight revenue increase of 5.05% in the first three quarters of 2025, the company's profits have significantly declined due to reduced income from traditional 5G infrastructure and increased financial costs [3] - The partnership with Hongxin Electronics is viewed as a strategic shift for Zhongbei, emphasizing the development of intelligent computing as a new growth avenue [3]

Group 1: Stock Resumption - Lingzhi Software plans to acquire 100% equity of Kaimiride, leading financial IT supplier in China's capital market, resulting in stock resumption [1] - Victory Shares intends to purchase gas-related assets held by its controlling shareholder, leading to stock resumption [1] Group 2: Mergers and Acquisitions - Fangzhi Technology plans to acquire 100% equity of Zhixiang Technology for 116 million yuan, a pioneer in AI classrooms and smart learning spaces [2] Group 3: Share Buyback - Hangcai Shares' chairman proposes to use 50 million to 100 million yuan of raised funds for share buyback [3] Group 4: Investment Cooperation and Operational Status - Zhongbei Communication signed a comprehensive service framework agreement worth 1 billion yuan with Hongxin Electronics [4] - Shangtai Technology plans to invest 4.07 billion yuan to build a project with an annual production capacity of 200,000 tons of lithium-ion battery anode materials [5] - Chaoying Electronics' wholly-owned subsidiary intends to invest 1.468 billion yuan in Thailand for an AI computing high-end printed circuit board expansion project [6] - Huarui Shares has trial samples of some hollow cup motor commutator products [7] - Xinpeng Shares signed an investment cooperation agreement with Jabil for a battery energy storage system project, with a total investment of approximately 15 million USD [7] - Maiwei Bio's innovative drug 9MW3811 injection for pathological scars has received approval for Phase II clinical trial, leading in global similar targets [7] - Wankai New Materials is investing 1.122 billion yuan to construct a cogeneration project [7] - State Grid Information Technology's subsidiaries won contracts for digital project equipment and services from the State Grid, totaling 1.318 billion yuan [8] - Ganfeng Lithium's PPGS lithium salt lake project phase one has obtained environmental assessment report, with approximately 15.07 million tons of LCE proven and controlled resource [9] - Huada Technology secured multiple automotive parts projects totaling 2.9 billion yuan [10] - Lushan New Materials is expected to launch the first generation of humanoid robot electronic skin by the end of the year [11]

Core Viewpoint - Zhongbei Communication has signed a comprehensive computing power service framework agreement with Xiamen Hongxin Electronic Technology Group, indicating a strategic partnership to provide advanced computing power services, with a total service amount of 1 billion yuan over a period of 60 months [1] Group 1 - The agreement was signed on November 10, 2025, and is aimed at meeting the business development needs of Hongxin Electronic and its subsidiaries [1] - The total amount for the computing power services is set at 1 billion yuan [1] - The duration of the agreement is 60 months from the effective date [1]

Core Insights - Zhongbei Communication (603220) has signed a comprehensive computing power service framework agreement with Xiamen Hongxin Electronics (300657) [1] - The collaboration aims to provide computing resource services due to the business development needs of Hongxin Electronics and its subsidiaries [1] - The total amount for the computing power services is set at 1 billion yuan, with a duration of 60 months from the effective date of the agreement [1]

Core Viewpoint - Zhongbei Communication (603220.SH) has signed a comprehensive computing power service framework agreement with Xiamen Hongxin Electronic Technology Group Co., Ltd., indicating a strategic partnership to provide advanced computing power services [1] Summary by Categories Agreement Details - The agreement is valued at 1 billion yuan and will be effective for a period of 60 months from the date of signing [1] Business Collaboration - The collaboration aims to address the computing resource service needs of Hongxin Electronic and its subsidiaries, leveraging Zhongbei Communication's capabilities in advanced computing power services [1]