Market Overview - The A-share market opened high but retreated, with all three major indices turning negative. The Shanghai Composite Index fell by 0.22%, the Shenzhen Component Index decreased by 0.1%, and the ChiNext Index dropped by 0.01. The total trading volume in the Shanghai and Shenzhen markets reached 1.99 trillion yuan, an increase of 117.1 billion yuan compared to the previous trading day. Over 3,300 stocks in the market experienced declines [1][2]. Sector Performance - The semiconductor industry chain showed strong performance, with Changdian Technology hitting the daily limit and reaching a five-year high. Other stocks such as Meige Technology, Kangqiang Electronics, and Shenghui Integration also reached the daily limit. The humanoid robot concept gained momentum, with stocks like Ningbo Huaxiang and Founder Electric hitting the daily limit. The commercial aerospace sector rebounded, with Chengjian Development also hitting the daily limit. The electric grid equipment sector was active, with Siyuan Electric reaching the daily limit [2]. Declining Stocks - The AI application sector experienced a significant decline, with stocks such as Shenguang Group, Vision China, People’s Daily, and Xinhua News Agency hitting the daily limit [2].

Market Overview - The market opened higher but retreated, with all three major indices turning negative. The Shanghai and Shenzhen markets had a half-day trading volume of 1.99 trillion, an increase of 117.1 billion compared to the previous trading day [1][6]. - The Shanghai Composite Index fell by 0.22%, the Shenzhen Component Index decreased by 0.1%, and the ChiNext Index was nearly flat, down by 0.01% [2][3]. Sector Performance - The semiconductor industry chain showed strong performance, with Longji Technology hitting the daily limit and reaching a five-year high. Other stocks like Meiying Technology, Kangqiang Electronics, and Shenghui Integration also hit the daily limit [1]. - The humanoid robot concept gained traction, with stocks such as Ningbo Huaxiang and Founder Electric hitting the daily limit [1]. - The commercial aerospace concept experienced a rebound, with Chengjian Development hitting the daily limit [1]. - The electric grid equipment sector was active, with Siyuan Electric hitting the daily limit [1]. - In contrast, the AI application sector saw a significant decline, with companies like Provincial Advertising Group, Vision China, People's Daily, and Xinhua News hitting the daily limit [1]. Market Sentiment - 73.32% of users are bullish on the market outlook [4]. - A total of 2,049 stocks rose, while 3,313 stocks fell, with 49 stocks hitting the daily limit down and 47 stocks hitting the daily limit up [5].

Group 1 - The construction sector showed strength in trading on January 16, with notable stocks such as Libat, Shenghui Integration, Wenkai Co., and China Power Construction reaching their daily limit up [2] - Other stocks like Yaxiang Integration and Mingdiao Co. also experienced gains, indicating a broader positive trend in the construction industry [2]

Group 1 - The construction sector showed strong performance during the trading session, with companies like Libat, Shenghui Integration, Wenkai Co., and China Electric Power Construction reaching their daily price limit [1] - Other stocks such as Yaxiang Integration and Mingdiao Co. also experienced significant gains, indicating a broader positive trend in the construction industry [1]

Group 1 - Luxshare Precision plans to repurchase shares worth between 1 billion to 2 billion RMB, with a maximum repurchase price of 86.96 RMB per share, aimed at implementing employee stock ownership plans or equity incentives [1] - Hanyu Pharmaceutical signed a sales order for GLP-1 raw materials worth 180 million RMB, which accounts for 30.50% of its audited revenue for 2024, potentially positively impacting annual performance [2] - Longpan Technology expects to engage in procurement transactions with CATL worth no more than 7 billion RMB in 2026, as part of a continuous related transaction agreement [3] Group 2 - Hu Silicon Industry reported that the National Integrated Circuit Industry Investment Fund reduced its stake by 32.0113 million shares, representing 0.97% of the total share capital, decreasing its ownership from 16.96% to 15.99% [4] - ST Chengchang completed its stock suspension review after abnormal trading fluctuations, confirming no need for corrections or disclosures, and will resume trading on January 16, 2026 [5] - Luoyang Molybdenum plans to use up to 20 billion RMB of idle funds for wealth management and entrusted financial products, pending shareholder approval [6] Group 3 - Siyuan Electric reported a net profit of 3.163 billion RMB for 2025, a year-on-year increase of 54.35% [7] - Tianji Co. expects a net profit of 70 million to 105 million RMB for 2025, recovering from a loss of 1.361 billion RMB in the previous year [7] - Muyuan Foods anticipates a net profit of 14.7 billion to 15.7 billion RMB for 2025, a decrease of 12.20% to 17.79% compared to the previous year [7] Group 4 - Luoyang Molybdenum forecasts a net profit of 20 billion to 20.8 billion RMB for 2025, representing an increase of 47.80% to 53.71% year-on-year [8] - Kunlun Wanwei expects to report a loss for 2025 [8] - Dalong Real Estate's subsidiary won a 763 million RMB engineering project contract [11]

Core Viewpoint - Shenghui Integration announced that as of December 31, 2025, the company's order backlog reached 2.538 billion yuan (excluding tax), representing a year-on-year increase of 46.28% [1] Group 1: Order Backlog Overview - The total order backlog is 2.538 billion yuan (excluding tax), which is an increase of 46.28% compared to the same period last year [1] - The order backlog in the IC semiconductor industry is 2.046 billion yuan (excluding tax) [1] - The order backlog in the precision manufacturing industry is 369 million yuan (excluding tax) [1] - The order backlog in the optoelectronics and other industries is 123 million yuan (excluding tax) [1]

Core Viewpoint - Shenghui Integrated (603163) reported a significant increase in its order backlog, indicating strong demand across its sectors [1] Group 1: Order Backlog - As of December 31, 2025, the company's total order backlog is 2.538 billion yuan (excluding tax), representing a year-on-year growth of 46.28% [1] - The order backlog in the IC semiconductor sector amounts to 2.046 billion yuan (excluding tax) [1] - The precision manufacturing sector has an order backlog of 369 million yuan (excluding tax) [1] - The optoelectronics and other sectors have an order backlog of 123 million yuan (excluding tax) [1]

2、公司上述在手订单因业务类型不同，交付周期差异较大，预计今年内不 能全部确认收入。具体准确的财务数据以公司正式披露的定期报告为准。 一、截至2025年12月31日的在手订单余额情况 因圣晖系统集成集团股份有限公司（以下简称"公司"）所在行业发展稳定， 公司业务稳步增长，截至 2025 年 12 月 31 日，公司在手订单余额为 25.38 亿元 （未含税），比上年同期增长 46.28%。其中，IC 半导体行业在手订单余额为 20.46 亿元（未含税），精密制造行业在手订单余额为 3.69 亿元（未含税），光电及 其他行业在手订单余额为 1.23 亿元（未含税）。 二、相关说明及风险提示 1、公司上述在手订单数据源自公司内部统计，未经审计，不能以此直接推 算公司营业收入、净利润等财务数据，在手订单数据可能在月度之间存在一定变 动，其变动因素包括但不限于统计口径差异、税收因素等。公司日常生产经营情 况未发生重大变动，以上数据仅供投资者及时了解公司日常经营概况。 证券代码：603163 证券简称：圣晖集成 公告编号：2026-002 圣晖系统集成集团股份有限公司 关于在手订单情况的自愿性披露公告 本公司董事会及全 ...

Core Viewpoint - Shenghui Integrated announced that as of 2025, the company's order backlog stands at 2.538 billion yuan (excluding tax), representing a year-on-year increase of 46.28% [1] Group 1: Order Backlog Details - The order backlog in the IC semiconductor industry amounts to 2.046 billion yuan [1] - The order backlog in the precision manufacturing industry is 369 million yuan [1] - The order backlog in the optoelectronics and other industries totals 123 million yuan [1] Group 2: Revenue and Delivery Considerations - The company cautions that the order data is unaudited and cannot be directly translated into revenue or net profit [1] - The delivery cycle varies, and it is expected that not all revenue can be recognized this year [1] - The execution of orders is subject to various factors, which may lead to risks of non-fulfillment or termination [1]

Market Overview - The professional engineering sector increased by 0.16% on January 14, with Shenghui Integration leading the gains [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Top Gainers - Shenghui Integration (603163) closed at 79.48, up 10.01% with a trading volume of 60,100 shares [1] - Yaxiang Integration (603929) closed at 138.78, up 10.00% with a trading volume of 45,000 shares [1] - Shikong Technology (605178) closed at 64.47, up 6.21% with a trading volume of 88,000 shares [1] - Other notable gainers include: - Deep Sanda A (000032) up 5.30% - Sanlian Hongpu (300384) up 4.21% [1] Top Losers - Feifei History (605598) closed at 62.95, down 7.70% with a trading volume of 169,300 shares [2] - Aiman Co. (605289) closed at 67.85, down 5.76% with a trading volume of 43,700 shares [2] - Jilu Steel Structure (002541) closed at 20.43, down 4.04% with a trading volume of 134,000 shares [2] Capital Flow - The professional engineering sector experienced a net outflow of 737 million yuan from institutional investors, while retail investors saw a net inflow of 329 million yuan [2] - Notable capital flows include: - Shenghui Integration had a net inflow of 138 million yuan from institutional investors [3] - Yaxiang Integration saw a net outflow of 44.7 million yuan from retail investors [3] - Deep Sanda A had a net inflow of 84.98 million yuan from institutional investors [3]