苏州天孚光通信股份有限公司（下称"天孚通信"）预计，受全球人工智能浪潮和数据中心扩张驱动，公司2025年全年净利润将实现显著跃升。 1月21日，天孚通信发布公告，预计2025年归属于上市公司股东的净利润将在18.81亿元至21.50亿元（人民币，下同）之间，较上年同期的13.44亿元大幅增 长。作为衡量主营业务盈利能力的关键指标，扣除非经常性损益后的净利润预计落在18.29亿元至21.08亿元区间，同比增长39.19%至60.40%。 此外，非经常性损益对净利润的贡献有所增加。公司预计2025年非经常性损益对净利润的影响约为4200万元至5200万元，而去年同期这一数字为2953.74万 元。尽管这部分收益不代表核心业务能力，但其增长在一定程度上增厚了最终的报表业绩。 此次业绩预喜反映了全球算力需求激增对光通信行业的直接利好。天孚通信指出，人工智能行业的加速发展以及全球范围内数据中心建设的推进，带来了高 速光器件产品需求的持续稳定增长。这一趋势有效抵消了部分宏观因素的不利影响，不仅带动了营收规模扩大，也验证了行业的高景气度。 尽管汇率波动带来了一定的财务费用上升压力，但公司凭借有源与无源产品线的双重增长及智能 ...

苏州天孚光通信股份有限公司（下称"天孚通信"）预计，受全球人工智能浪潮和数据中心扩张驱动，公司2025年全年净利润将实现显著跃升。 1月21日，天孚通信发布公告，预计2025年归属于上市公司股东的净利润将在18.81亿元至21.50亿元（人民币，下同）之间，较上年同期的13.44亿 元大幅增长。作为衡量主营业务盈利能力的关键指标，扣除非经常性损益后的净利润预计落在18.29亿元至21.08亿元区间，同比增长39.19%至 60.40%。 | 项目 | | 本会计年度 | | 上年同期 | | --- | --- | --- | --- | --- | | 归属于上市公司 | | 188, 093. 11 | 214, 963. 56 | 134, 352. 22 | | 股东的净利润 | 比上年同期增长 | 40. 00% | 60.00% | | | 扣除非经常性损 | | 182,893.11 | 210, 763. 56 | 131.398.48 | | 益后的净利润 | 比上年同期增长 | 39. 19% | 60. 40% | | 此次业绩预喜反映了全球算力需求激增对光通信行业的直接利好。天孚通信指 ...

报告期预计净利润较上年同期上升。主要得益于人工智能行业加速发展与全球数据中心建设，带动了高 速光器件产品需求的持续稳定增长，叠加公司智能制造持续降本增效，共同促进了公司有源和无源产品 线营收增长。 智通财经APP讯，天孚通信(300394.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 18.81亿元至21.5亿元，同比增长40%至60%;扣除非经常性损益后的净利润18.29亿元至21.08亿元，同比 增长39.19%至60.40%。 ...

格隆汇1月21日丨天孚通信(300394.SZ)发布2025年度业绩预告，预计归属于上市公司股东的净利润为 18.81亿元-21.50亿元，比上年同期增长40.00%-60.00%。主要得益于人工智能行业加速发展与全球数据 中心建设，带动了高速光器件产品需求的持续稳定增长，叠加公司智能制造持续降本增效，共同促进了 公司有源和无源产品线营收增长。另一方面，报告期内受汇兑损失影响，财务费用同比上升，对本期业 绩增长产生一定负向影响。 ...

人民财讯1月21日电，天孚通信（300394）1月21日发布业绩预告，预计2025年归母净利18.81亿元—21.5 亿元，同比增长40%—60%。报告期内，得益于人工智能行业加速发展与全球数据中心建设，带动了高 速光器件产品需求的持续稳定增长，叠加公司智能制造持续降本增效，共同促进了公司有源和无源产品 线营收增长。另一方面，受汇兑损失影响，财务费用同比上升，对本期业绩增长产生一定负向影响。 ...

南财智讯1月21日电，"天孚通信"发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 188093.11万元—214963.56万元，同比预增40.00%—60.00%；预计2025年全年归属于上市公司股东的扣 除非经常性损益的净利润为182893.11万元—210763.56万元，同比预增39.19%—60.40%，1、本报告期 预计净利润较上年同期上升。主要得益于人工智能行业加速发展与全球数据中心建设，带动了高速光器 件产品需求的持续稳定增长，叠加公司智能制造持续降本增效，共同促进了公司有源和无源产品线营收 增长。另一方面，报告期内受汇兑损失影响，财务费用同比上升，对本期业绩增长产生一定负向影响。 2、本报告期公司预计非经常性损益对归属于上市公司股东的净利润影响约为4200万元—5200万元，去 年同期为2953.74万元。 ...

天孚通信公告，预计2025年度净利润为18.81亿元~21.5亿元，同比增长40.00%~60.00%。预计扣除非经 常性损益后的净利润为18.29亿元~21.08亿元，同比增长39.19%~60.40%。 ...

证券代码：300394 证券简称：天孚通信 公告编号：2026-002 2、业绩预告情况：自愿性业绩预告 | 项 | 目 | 本会计年度 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 | | 188,093.11 | | ～ | 214,963.56 | 134,352.22 | | 股东的净利润 | | 比上年同期增长 | 40.00% | ～ | 60.00% | | | 扣除非经常性损 | | | 182,893.11 | ～ | 210,763.56 | 131,398.48 | | 益后的净利润 | | 比上年同期增长 | 39.19% | ～ | 60.40% | | 苏州天孚光通信股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 （1）以区间数进行业绩预告的 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 单位：万元 公司已就业绩预告有关事项与会计师事务所进行了 ...

Group 1 - The core viewpoint of the articles highlights the optimistic outlook of fund managers on the technology sector, particularly in artificial intelligence, cloud computing, and robotics, as key investment directions for the upcoming years [1][3][12] - Fund managers are emphasizing the importance of risk management in the technology sector, which is characterized by high growth potential and volatility, advocating for diversified investment strategies [2][21] Group 2 - Fund manager Ren Jie focuses on global cloud computing investments, with a notable performance of the fund achieving a unit net value growth rate of 233.29% in 2025, ranking first among active equity funds [3][4] - The fund's latest quarterly report indicates a decrease in stock positions, with a stock market value proportion of 78.76%, down by 13 percentage points from the previous quarter [3][4] - The top ten holdings include companies like Shengyi Technology and Zhongji Xuchuang, with significant annual growth rates of 205.82% and 396.38% respectively [3][4] Group 3 - Fund manager Li Jin expresses a strong interest in artificial intelligence computing-related assets, focusing on sectors with the best growth potential, including technology, new energy, and pharmaceuticals [8][12] - The fund's top three holdings are Zhongji Xuchuang, Xinyi Technology, and Huamao Technology, with substantial increases in positions for companies like Dongshan Precision and Industrial Fulian [9][10] Group 4 - Fund manager Yan Siqian emphasizes the investment opportunities in manufacturing and low-carbon technologies, highlighting the importance of intelligent manufacturing and technological innovation for sustainable development [13][15] - The fund's top holdings include Wuzhou Xinchun and Zhenyu Technology, with significant increases in positions for companies like Beite Technology and Sili Technology [14][15] Group 5 - Fund manager Feng Ludan notes that the artificial intelligence industry is in the early stages of forming a bubble, suggesting a cautious approach to investment while monitoring technological advancements and business model validations [16][21] - The fund's latest report shows a stock position of 86.04%, with significant increases in holdings for companies like Huadian Technology and Tencent Holdings [18][19]

Group 1 - The core point of the article highlights that Yongying Fund's manager Ren Jie achieved a remarkable annual return of 233.29% for the Yongying Technology Smart A fund in 2025, breaking a 17-year record in the public fund industry [1] - The fund significantly reduced its equity investment from 91.59% in Q3 to 78.76% by the end of Q4 2025, reallocating assets to bank deposits and clearing out bond investments [2] - The top ten holdings of the Yongying Technology Smart A fund saw changes, with new additions including Dongshan Precision, Jingwang Electronics, Industrial Fulian, and Cambridge Technology, while previous holdings like Taicheng Light, Lanke Technology, and Shijia Light did not appear in the top ten [2][3] Group 2 - The fund manager emphasized a continued focus on global cloud computing investments, particularly in the optical communication and PCB sectors, while also acknowledging the potential for mean reversion after valuation expansion cycles [1][4] - The Yongying Hong Kong Stock Connect Technology Smart fund also underwent significant changes, with major reductions in holdings of Tencent Holdings and Bilibili-W, both exceeding 20% [5][7] - The performance of the Yongying Hong Kong Stock Connect Technology Smart A and C shares showed a net value growth rate of -22.02% and -22.14% respectively, underperforming their benchmarks by 7.88 and 8.00 percentage points [7]