证券代码: 600105 证券简称: 永鼎股份 公告编号：临 2026-002 江苏永鼎股份有限公司 2025年年度业绩预增公告 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个别及连带责任。 重要内容提示： ●本次业绩预告的具体适用情形：实现盈利，且净利润与上年同期 相比上升 50%以上。 ●经江苏永鼎股份有限公司（以下简称"公司"）财务部门初步测算，预 计 2025 年度实现归属于上市公司股东的净利润 20,000 万元到 30,000 万 元，与上年同期（法定披露数据）相比将增加 13,858.55 万元到 23,858.55 万元，同比增加 225.66%到 388.48%。 ●预计 2025 年度归属于上市公司股东的扣除非经常性损益的净利润为 19,000 万元到 2,9000 万元，与 上 年 同 期 （ 法 定 披 露 数 据 ） 相 比 将 增 加 14,449.97 万元到 24,449.97 万元，同比增加 317.58%到 537.36%。 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二） ...

Core Viewpoint - Yongding Co., Ltd. expects a significant increase in net profit for the fiscal year 2025, projecting a net profit attributable to shareholders of between 200 million and 300 million yuan, which represents a year-on-year increase of 13.86 million to 23.86 million yuan, or a growth rate of 225.66% to 388.48% [1] Financial Performance - The anticipated net profit growth is primarily attributed to the investment income recognized from the equity method related to the joint venture Shanghai Dongchang Investment Development Co., Ltd., amounting to approximately 250 million yuan [1]

永鼎股份公告，财务部门初步测算，预计2025年度实现归属于上市公司股东的净利润20,000万元到 30,000万元，与上年同期相比将增加13,858.55万元到23,858.55万元，同比增加225.66%到388.48%。预计 2025年度归属于上市公司股东的扣除非经常性损益的净利润为19,000万元到2,9000万元，与上年同期相 比将增加14,449.97万元到24,449.97万元，同比增加317.58%到537.36%。公司本期净利润增长幅度较 大，主要系公司本期对联营企业上海东昌投资 发展有限公司权益法确认的投资收益约2.5亿元。 ...

Group 1 - The A-share market saw a significant rise in CPO concept stocks, with notable increases in several companies' stock prices [1] - Key performers included Juguang Technology, which rose by 10.42%, and Kecuan Technology, which hit the daily limit with a 10% increase [2] - Other companies such as Tianfu Communication and Huilv Ecology also experienced substantial gains, with increases of 8.81% and 6.23% respectively [1][2] Group 2 - The total market capitalization for Juguang Technology is 18.8 billion, while Kecuan Technology has a market cap of 10.6 billion [2] - Year-to-date performance shows Kecuan Technology leading with a 78.86% increase, followed by Juguang Technology at 19.27% [2] - Other companies like Luobotek and Huatians Technology also reported strong year-to-date gains of 51.54% and 28.08% respectively [2]

Core Viewpoint - Wuhu Jinting Electric Co., Ltd. has been established with a registered capital of 20 million yuan, focusing on manufacturing electronic components and automotive parts, and is wholly owned by Yongding Co., Ltd. [1] Company Summary - Wuhu Jinting Electric Co., Ltd. was recently founded, with Xu Wenjin as the legal representative [1] - The registered capital of the company is 20 million yuan [1] - The business scope includes manufacturing electronic components, automotive parts and accessories, electromechanical components, and power electronic components [1] Ownership Structure - The company is indirectly wholly owned by Yongding Co., Ltd. (stock code: 600105) [1]

Group 1 - The core viewpoint of the report emphasizes that the demand for AI computing power will continue to grow and diversify in 2026, extending from data centers to network edges and even internal terminals [8][13][27] - The report highlights the significant capital expenditure (Capex) growth driven by business revenue, with major cloud service providers like Google, Microsoft, and Amazon showing consistent revenue growth exceeding 20% year-on-year [27][31][35] - The report identifies the increasing importance of silicon photonics technology, particularly the 1.6T optical module, which is expected to maintain accelerated growth and enhance the global market share of domestic optical chips and devices [7][54][70] Group 2 - The report discusses the emergence of new technologies such as Scale-UP supernodes and their impact on optical link demand, indicating that these technologies will drive additional link requirements in 2026 [7][9][66] - It notes that the AI infrastructure is experiencing a high level of prosperity, with significant investments in data centers and AI capabilities expected to continue, particularly in the U.S. [47][49][53] - The report anticipates that the integration of silicon photonics will significantly increase its market penetration, projecting that by 2026, over half of optical module sales will come from silicon photonics solutions [70][75]

Group 1 - The CPO concept stocks in the A-share market experienced a collective decline, with notable drops in companies such as Xinyisheng and Zhongji Xuchuang falling over 6% [1] - Other companies like Tianfu Communication and Hengtong Optics also saw significant declines, with drops exceeding 5% and 4% respectively [1] - The overall trend indicates a bearish sentiment in the CPO sector, impacting multiple stocks negatively [1] Group 2 - Specific stock performance data shows Xinyisheng down by 6.65% with a total market value of 380.1 billion, and a year-to-date decline of 11.24% [2] - Zhongji Xuchuang decreased by 6.12%, with a market capitalization of 647.8 billion and a year-to-date drop of 4.43% [2] - Tianfu Communication fell by 5.58%, holding a market value of 146.8 billion and a year-to-date decline of 6.99% [2]

证券之星消息，1月22日通信设备板块较上一交易日上涨2.94%，高新兴领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300098 | 高新兴 | 7.13 | 7.70% | 241.56万 | 17.21亿 | | 688283 | 坤恒顺维 | 48.26 | 7.27% | 2.39万 | + 1.13亿 | | 300308 | 中际旭创 | 621.00 | 6.72% | 40.19万 | 242.75亿 | | 600105 | 永鼎股份 | 27.80 | 6.39% | 181.52万 | 49.55 Z | | 300394 | 天孚通信 | 199.98 | 5.96% | 50.81万 | 100.19亿 | | 301191 | 菲菱科恩 | 112.08 | 5.35% | 3.27万 | 3.61亿 | | 688387 | 信科移 ...

Group 1 - The top 20 stocks with significant capital inflow include Tianfu Communication (748 million), Zhongji Xuchuang (677 million), and Xinyi Sheng (659 million) [1] - The sectors represented among the top inflow stocks include communication equipment, non-metal materials, aerospace, and software development [2][3] - Notable stock performances include Tianfu Communication with a 2.95% increase, Zhongji Xuchuang with a 1.11% increase, and Walden Materials with a 6.72% increase [2][3] Group 2 - The highest capital inflow was observed in Tianfu Communication with 748 million, followed by Zhongji Xuchuang with 677 million and Xinyi Sheng with 659 million [1] - Other significant stocks with capital inflow include Aerospace Electronics (593 million), Xinwei Communication (562 million), and Runze Technology (526 million) [1][2] - The stock with the highest percentage increase is Tiantong Co., Ltd. with a 10.03% rise, followed by Jiu Ding New Materials with a 10% increase [3]

Group 1 - The CPO concept stocks in the A-share market experienced a widespread decline, with Tian Tong Co., Ltd. (600330) nearing the limit down, and Cambridge Technology (603083) dropping over 5% [1] - Other companies such as Xin Yi Sheng (300502) and Lian Te Technology fell more than 4%, while Yong Ding Co., Ltd. (600105), Jie Pu Te, and Guang Ku Technology (300620) saw declines exceeding 3% [1] Group 2 - Cambridge Technology (603083) recently released a performance forecast, expecting a net profit attributable to shareholders for the fiscal year 2025 to be between 252 million yuan and 278 million yuan, representing a year-on-year increase of 51.19% to 66.79% [2] - For the first three quarters of 2025, Cambridge Technology's net profit attributable to shareholders was reported at 259 million yuan, indicating that the estimated net profit for Q4 2025 is expected to be between -7 million yuan and 19 million yuan, which is below analysts' consensus forecast of 139 million yuan [2]