【文/观察者网 阮佳琪】 荷兰新一届内阁阵容已于本周一基本敲定。纵览名单，美媒彭博社10日指出，在强抢中资企业安世半导体所有权引发外交危机后，大量对华鹰派人士入主荷 兰新内阁并担任重要职位。 首先，去年挑起此次事端的看守政府经济事务大臣卡雷曼斯得以在新一届政府中留任，转而出任基础设施与水资源管理大臣。他与前首相、现北约秘书长马 克·吕特同属荷兰传统右翼自由民主党（VVD）。 其次，负责监管出口管制体系的外贸与发展合作大臣一职，将由在2021年因涉新疆错误言论被中方制裁的舍尔茨玛（Sjoerd Sjoerdsma）担任。 舍尔茨玛来自荷兰中左翼政党六六民主党（D66），在担任荷兰众议院议员期间多次发表涉华不当言论，曾推动所谓涉疆动议，被中方谴责"恶意传播谎言 和虚假信息"并实施制裁。此后他还曾与其他欧洲议员窜访中国台湾地区。 舍尔茨玛 新任外交大臣则由中右翼政党基督教民主联盟（CDA）的资深成员汤姆·贝伦森（Tom Berendsen）担任。他热衷于翻炒中方在欧洲最大港口鹿特丹港的存在 构成所谓"威胁"，渲染中方针对台湾地区的行动将严重冲击与荷兰光刻机巨头阿斯麦联系紧密的台积电。 2024年1月欧洲议会通过的一 ...

| 证券代码：600745 | 证券简称：闻泰科技 | 公告编号：临 2026-013 | | --- | --- | --- | | 转债代码：110081 | 转债简称：闻泰转债 | | 闻泰科技股份有限公司 关于重大资产出售的进展公告 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。 （一）印度业务资产包 为实施印度业务资产包的交易，公司依据 2025 年 6 月 9 日召开的 2025 年第 二次临时股东大会所审议通过的《关于提请公司股东大会授权公司董事会及董事 会授权人士全权办理本次交易具体事宜的议案》之授权，由印度闻泰与立讯联滔 签署了《Asset Transfer Agreement》（以下简称《印度资产协议》），其中约定 了印度业务资产包交易的具体内容。 双方对印度业务资产包协议履行有争议，该争议事项已被立讯联滔提交至新 加坡国际仲裁中心（SIAC）。印度闻泰已于 2026 年 2 月 6 日提交了答辩及反请 求，目前双方在讨论仲裁庭的组庭程序。 （二）公司后续应对 一、交易概述 2025 年 3 月 20 日， ...

闻泰科技公告，公司拟以现金交易的方式向立讯精密工业股份有限公司及立讯通讯（上海）有限公司转 让公司下属的昆明闻讯实业有限公司、黄石智通电子有限公司、昆明智通电子有限公司、闻泰科技（深 圳）有限公司、香港闻泰的100%股权以及下属公司闻泰科技（无锡）有限公司、无锡闻讯电子有限公 司、印度闻泰的业务资产包。目前，印度业务资产包交易存在争议，已被提交至新加坡国际仲裁中心， 其他标的资产已交割完毕且不涉及诉讼仲裁。 ...

证券日报网讯1月30日，闻泰科技（600745）发布公告称，公司预计2025年度实现归属于母公司所有者 的净利润-1350000万元到-900000万元，将出现亏损。 ...

2026.02.04 本文字数：2474，阅读时长大约4分钟 作者 |第一财经 黄思瑜 A股上市公司2025年度业绩预告披露落下帷幕，共有2957家预告了业绩，近五成公司预计亏损。 这些亏损的上市公司分布在31个省份，其中海南、吉林、青海上市公司预亏占比位居全国前三，当地亏 损的上市公司比例均超过40%；广东、江苏、浙江、上海等省市虽预亏家数居前，但占比低于市场均 值。 行业维度也呈现分化特征，房地产行业成亏损重灾区，不仅诞生A股"亏损王"万科A（000002.SZ），还 包揽亏损金额前十中的五席；IT服务、半导体、化学制药等行业预亏的上市公司数量也较多，多个行业 龙头爆出大额预亏，相关行业的"亏损王"也浮出水面。 海南、吉林、青海公司预亏占比居前 随着上市公司披露2025年年度业绩预告落下帷幕，共有2957家A股上市公司预告了业绩。 其中，623家预增，378家预减，82家略增，43家略减，374家扭亏，455家首亏，987家续亏，13家续 盈，2家不确定。 以此来看，预喜的上市公司合计1092家；预减或者预亏的上市公司1863家，占比63%，其中又有1442家 公司预计亏损，占披露业绩预告公司总数的49% ...

Core Viewpoint - In the 2025 annual performance forecast disclosure for A-share listed companies, nearly half of the 2957 companies are expected to report losses, indicating a significant downturn in various sectors, particularly in real estate [5][6]. Group 1: Overall Performance Forecast - A total of 2957 A-share listed companies disclosed their performance forecasts, with 623 companies expecting profit increases and 378 expecting profit decreases [5][6]. - Among the companies, 1442 are expected to incur losses, accounting for 49% of those disclosing forecasts, while 1863 companies (63%) are either expecting losses or profit reductions [6]. - The provinces with the highest number of companies forecasting losses include Guangdong (257), Beijing (172), and Jiangsu (160) [7]. Group 2: Provincial Distribution of Losses - Hainan province has the highest loss ratio, with 44.44% of its companies (12 out of 27) expecting losses [9]. - Jilin and Qinghai follow with loss ratios of 41.67% and 40%, respectively [9]. - Other provinces with significant loss ratios include Liaoning (39.29%) and Xinjiang (37.10%) [9]. Group 3: Industry-Specific Losses - The IT services and software development sectors have the highest number of companies forecasting losses, with 60 companies each, followed by the real estate sector with 54 companies [11]. - Vanke A is identified as the "loss king" of A-shares, expecting a net profit loss of approximately 82 billion yuan due to declining project settlement scales and increased business risks [11][12]. - Other notable companies with high expected losses include China Fortune Land Development (160-240 billion yuan) and Greenland Holdings (160-190 billion yuan), both from the real estate sector [12]. Group 4: Notable Losses in Other Sectors - The retail sector's "loss king" is Meikailong, expecting a net profit loss between 150 billion and 225 billion yuan, primarily due to losses in investment properties [13]. - In the home appliance sector, Shenkangjia A anticipates a loss of 125.81 billion to 155.73 billion yuan, driven by increased impairment provisions and declining sales [13]. - The vaccine industry is also facing challenges, with Zhifei Biological Products forecasting a loss of 106.98 billion to 137.26 billion yuan due to decreased public willingness to receive vaccinations [13].

海南、吉林、青海的上市公司预亏占比居前。 A股上市公司2025年度业绩预告披露落下帷幕，共有2957家预告了业绩，近五成公司预计亏损。 随着上市公司披露2025年年度业绩预告落下帷幕，共有2957家A股上市公司预告了业绩。 其中，623家预增，378家预减，82家略增，43家略减，374家扭亏，455家首亏，987家续亏，13家续 盈，2家不确定。 这些亏损的上市公司分布在31个省份，其中海南、吉林、青海上市公司预亏占比位居全国前三，当地亏 损的上市公司比例均超过40%；广东、江苏、浙江、上海等省市虽预亏家数居前，但占比低于市场均 值。 海南、吉林、青海公司预亏占比居前 行业维度也呈现分化特征，房地产行业成亏损重灾区，不仅诞生A股"亏损王"万科A（000002.SZ），还 包揽亏损金额前十中的五席；IT服务、半导体、化学制药等行业预亏的上市公司数量也较多，多个行业 龙头爆出大额预亏，相关行业的"亏损王"也浮出水面。 以此来看，预喜的上市公司合计1092家；预减或者预亏的上市公司1863家，占比63%，其中又有1442家 公司预计亏损，占披露业绩预告公司总数的49%。 根据规则，上市公司预计净利润为负值；利润总 ...

据经济观察报-经济观察网 2026年1月30日晚间，闻泰科技（维权）发布2025年业绩预告。2025年前三 季度，闻泰科技尚盈利15.13亿元，但预计全年归母净利润亏损90亿元 - 135亿元，短短数月业绩由盈转 亏，波动幅度巨大。2025年第四季度，公司子公司安世半导体及安世半导体控股收到荷兰相关部门的部 长令和法院裁决，虽部长令被暂停，但法院裁决生效，公司对安世的控制权仍受限，预计确认较大金额 的投资、资产减值损失，对年度业绩造成较大影响。 ...

Performance Highlights - New Yi Sheng (300502.SZ) expects net profit between 9.4 billion and 9.9 billion CNY, a year-on-year increase of 231.24% to 248.86% due to rising demand for high-speed optical modules driven by global computing power investments[4] - Han's Chip (688256.SH) anticipates net profit between 1.85 billion and 2.15 billion CNY, turning from a loss of 450 million CNY last year, benefiting from the growing demand for AI computing power[5] - Zhongji Xuchuang (300308.SZ) projects net profit between 9.8 billion and 11.8 billion CNY, a year-on-year growth of 89.50% to 128.17%, driven by strong customer investment in computing infrastructure[6] - Runze Technology (300442.SZ) expects net profit between 5 billion and 5.3 billion CNY, a year-on-year increase of 179.28% to 196.03%, largely due to non-recurring gains from public REITs issuance[10] Underperformance Highlights - Great Wall Motors (601633.SH) forecasts net profit of 9.912 billion CNY, a year-on-year decline of 21.71% due to increased marketing expenses and competitive pressures[36] - GAC Group (601238.SH) expects a net loss between 8 billion and 9 billion CNY, turning from a profit of 824 million CNY last year, impacted by fierce competition and increased asset impairment provisions[39] - Xiexin Integrated (002506.SZ) anticipates a net loss between 890 million and 1.29 billion CNY, shifting from a profit of 68 million CNY last year due to structural supply-demand issues in the photovoltaic industry[41] - Baile Tianheng (688506.SH) projects a net loss of around 1.1 billion CNY, down from a profit of 3.708 billion CNY last year, primarily due to increased R&D expenses[42] Industry Trends - Technology-driven sectors like AI and innovative pharmaceuticals are leading growth, with companies like New Yi Sheng and Han's Chip benefiting from strong demand and technological advancements[69] - Cost control is becoming a critical competitive advantage, particularly in the energy and manufacturing sectors, as seen with companies like Datang Power (601991.SH) benefiting from lower coal prices[70] - Traditional cyclical industries such as real estate and agriculture are facing significant downward pressure, with companies like Vanke (000002.SZ) and Tianbang Foods (002124.SZ) experiencing substantial losses due to market adjustments[72]

Group 1 - The core issue is the significant loss reported by Wentech Technology, with a projected net profit loss of 9 to 13.5 billion yuan for 2025, marking the largest loss since the company's listing [3] - The primary reason for the loss is the restricted control over Anshi Semiconductor, leading to a forced one-time write-off of substantial investment losses and asset impairment losses, along with concentrated goodwill impairment risks [3] - The stock price dropped sharply, with Wentech Technology hitting the daily limit down, losing 3.94 yuan and resulting in a market value evaporation of nearly 4.9 billion yuan [2] Group 2 - The incident has sparked widespread concern in the semiconductor industry, with the performance crisis becoming a trending topic on social media platforms, raising fears of a valuation correction across the sector [3] - Significant shareholder reduction has occurred, with the major shareholder, Wuxi Guolian Integrated Circuit Investment Center, completing a phase of share reduction, selling 34.49 million shares for a total cash amount of 1.326 billion yuan, and the reduction is not yet fully executed [3] - There was a collective outflow of funds from the semiconductor sector, with over 13.4 billion yuan net outflow in the morning session, as previous gains of 30% in the sector led to profit-taking, with Wentech Technology being a key stock for this [3]