1月23日，龙芯中科大宗交易成交35万股，成交额6687.45万元，占当日总成交额的1.48%，成交价 191.07元，较市场收盘价193元折价1%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | | 2026-01-23 | 龙芯中科 | 688047 | 191.07 6687.45 35 | 机构专用 | 公開業發動器電器 | 197 | ...

1月23日，龙芯中科发布2025年度业绩预告。财务数据显示，公司预计全年实现营业收入约63,500万元，较上年同期增长约26%，呈现良好增长势头。同 时，公司亏损额显著收窄，预计归属于母公司所有者的净利润约为-44,900万元，与上年同期相比，减亏约17,600万元，同比减亏幅度达28%。扣除非经常性 损益后，净利润预计为-50,300万元，同比减亏约24%。 报告期内，龙芯中科坚持"政策性市场"与"开放市场"双轮驱动的发展战略，通过将自主化核心优势转化为产品性价比与软件生态的竞争优势，实现了营业收 入的"量质齐升"。 具体来看，在工控领域，公司抓住安全应用市场复苏的机遇，充分发挥新一代嵌入式CPU的性价比优势，推动工控类芯片业务实现快速恢复与增长。 在信息化领域，公司凭借长期技术积累，把握市场重启契机。其主力产品"三剑客"（指龙芯系列CPU及相关解决方案）在系统性价比与局部生态建设上形成 领先优势，在办公系统及行业业务系统的招标采购中取得良好进展。同时，公司积极推动3C6000系列服务器芯片的典型应用落地，并成功探索对外技术授 权这一创新商业模式，为公司开拓了新的、可持续的收入增长点。 除收入规模增长外，公 ...

证券代码：688047 证券简称：龙芯中科 公告编号：2026-005 龙芯中科技术股份有限公司 2025 年年度业绩预告 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、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 经龙芯中科技术股份有限公司（以下简称"公司"）财务部门初步测算： 1、预计 2025 年年度实现营业收入 63,500 万元左右，比上年同期增长 26% 左右。 2、预计 2025 年年度实现归属于母公司所有者的净利润为-44，900 万元左 右，与上年同期相比，预计减少亏损 17,600 万元左右，同比减亏 28%左右。 3、预计 2025 年年度归属于母公司所有者扣除非经常性损益后的净利润为 -50,300 万元左右，与上年同期相比，将减少亏损 16,200 万元左右，同比减亏 24%左右。 （三）本次业绩预告数据未经注册会计师审计。 二、上年同期业绩情况和财务状况 （一）2024 年度，公司实现营业收入为 50,425.72 万元。利润总额为 -66,528.28 万元，归属于母公司所有 ...

每经AI快讯，1月23日，龙芯中科(688047.SH)公告称，预计2025年年度实现归属于母公司所有者的净利 润为-4.49亿元左右，与上年同期相比减少亏损1.76亿元左右，同比减亏28%左右。报告期内，公司坚持 政策性市场和开放市场并重，抓住安全应用市场恢复机遇，推动工控类芯片业务回升，信息化领域取得 招标进展，探索技术授权新模式；毛利率回升，减值损失同比减少约0.84亿元。 ...

龙芯中科公告称，预计2025年年度实现营业收入63,500万元左右，同比增长26%左右；归属于母公司所 有者的净利润为-44,900万元左右，同比减亏28%左右；扣非净利润为-50,300万元左右，同比减亏24%左 右。业绩增长因公司坚持"两条腿"走路，业务量质齐升，毛利率提升、减值损失减少。以上为初步核算 数据，具体以2025年年报为准。 ...

Group 1 - The total margin financing balance in A-shares reached 27,249.13 billion yuan, an increase of 38.90 billion yuan from the previous trading day, accounting for 2.62% of the A-share circulating market value [1] - The margin trading volume on the same day was 2,686.14 billion yuan, which is an increase of 78.01 billion yuan from the previous trading day, representing 9.88% of the total A-share trading volume [1] Group 2 - Among the 31 primary industries, 18 industries experienced net financing inflows, with the electronics industry leading at a net inflow of 1.749 billion yuan [3] - Other industries with significant net financing inflows include telecommunications, non-bank financials, and basic chemicals [3] Group 3 - A total of 53 individual stocks had net financing inflows exceeding 100 million yuan, with China Ping An leading at a net inflow of 658 million yuan [3][4] - Other notable stocks with high net financing inflows include Zhongji Xuchuang, Runze Technology, Poly Development, Zhongchao Holdings, Longxin Technology, Xinyi Sheng, Kweichow Moutai, and Wolong Nuclear Materials [3][4]

Group 1 - The total margin financing balance of A-shares reached 27,249.13 billion yuan on January 22, increasing by 38.90 billion yuan from the previous trading day, accounting for 2.62% of the A-share circulating market value [1] - The margin trading volume on the same day was 2,686.14 billion yuan, which is an increase of 78.01 billion yuan from the previous trading day, representing 9.88% of the total A-share trading volume [1] Group 2 - Among the 31 primary industries, 18 sectors experienced net financing inflows, with the electronics sector leading at a net inflow of 1.749 billion yuan [3] - Other sectors with significant net financing inflows include telecommunications, non-bank financials, and basic chemicals [3] Group 3 - A total of 53 individual stocks had net financing inflows exceeding 100 million yuan, with China Ping An leading at a net inflow of 658 million yuan [3] - Other notable stocks with high net financing inflows include Zhongji Xuchuang, Runze Technology, Poly Development, Zhongchao Holdings, Longxin Technology, Xinye Technology, Kweichow Moutai, and Wolong Nuclear Materials [3][4]

Group 1 - The computing power concept sector is leading the decline, down by 1.03% [1] - Among the companies, Haitai Ruisheng dropped by 6.28%, Qingyun Technology fell by 4.93%, and Youkede decreased by 3.38% [1] - Longxin Zhongke, Industrial Fulian, and Xinyisheng all experienced declines of over 2% [1]

Group 1 - The A-share market experienced a fluctuating trend on January 22, with the semiconductor and computing power industry showing a high opening but low closing, while the Sci-Tech Innovation 50 ETF rose by 0.37% [1] - Notable stock performances included Longxin Zhongke rising by 8.81%, reaching a historical high, and other companies like Chipone Technology, China Railway Signal & Communication, and Lanke Technology also showing significant gains [1] - The Ministry of Industry and Information Technology announced a "AI + Manufacturing" initiative, aiming to accelerate breakthroughs in key technologies such as training chips and heterogeneous computing power, with the AI core industry expected to exceed 1.2 trillion yuan by 2025 [1] Group 2 - The Sci-Tech Innovation 50 ETF tracks the Sci-Tech Innovation 50 Index, with over 70% of its holdings in the electronics sector, aligning well with the development of cutting-edge industries like artificial intelligence and robotics [2] - The ETF also covers various sub-sectors including semiconductors, medical devices, software development, and photovoltaic equipment, indicating a high content of hard technology [2] - Investors optimistic about the long-term development prospects of China's hard technology are encouraged to continue monitoring this ETF [2]

Market Overview - US stock market continues to rise, with Dow Jones up 0.63%, Nasdaq up 0.91%, and S&P 500 up 0.55% [1] - Meta shares increased by 5.66%, marking the largest single-day gain since July 31 [1] - Tesla shares rose by 4.15%, while Microsoft and Amazon saw increases of at least 1.31% [1] Company Developments - Intel's Q1 guidance is disappointing, leading to a post-market drop of over 10% [2] - Nvidia completed a $5 billion investment in Intel in Q4 [2] - Tesla plans to sell humanoid robots to the public by the end of this year or next year [3] - OpenAI is quietly developing humanoid robots with a team of 100 in San Francisco [4] - Meta's Threads platform has surpassed 400 million monthly active users and is launching ads globally [5] Commodity Insights - Goldman Sachs raised its gold price target to $5,400, indicating that wealthy individuals are competing with central banks for limited physical reserves [6] - COMEX gold futures rose by 1.97%, while silver futures increased by 4.05%, both reaching historical highs [7] - US natural gas futures prices surged by 81% within three days, reaching the highest level since December 2022 [7] Regulatory and Policy Updates - The People's Bank of China (PBOC) Governor Pan Gongsheng stated there is still room for further interest rate cuts and reserve requirement ratio reductions this year [8] - The Ministry of Commerce and other departments encourage horizontal mergers and acquisitions in the pharmaceutical retail sector [12] - The State Council's Food Safety Office is drafting national standards for prepared dishes and will seek public opinions soon [12] Industry Trends - The semiconductor industry is seeing significant developments, with Alibaba's T-HEAD planning for an independent IPO [10] - The prepared food sector is undergoing a transformation, with a focus on quality and safety in the supply chain [11] - The retail pharmacy industry is expected to accelerate consolidation, with a projected decrease in the number of pharmacies by nearly 20,000 since Q4 2024 [13] Financial Projections - Zhaoyi Innovation expects a net profit of approximately 1.61 billion yuan for 2025, a 46% increase year-on-year [17] - Shengmei Shanghai anticipates revenues between 6.68 billion and 6.88 billion yuan for 2025, reflecting a growth of 18.91% to 22.47% [18] - Runtu Co. forecasts a net profit of 600 million to 700 million yuan for 2025, representing a growth of 181.05% to 227.89% [18]