1月29日，润泽科技涨5.12%，截至发稿，报84.99元/股，成交38.69亿元，换手率2.94%，总市值1389.03 亿元。 资料显示，润泽智算科技集团股份有限公司位于河北省廊坊经济技术开发区楼庄路9号，成立日期2007 年6月27日，上市日期2015年4月24日，公司主营业务涉及数据中心业务服务。主营业务收入构成为： IDC业务64.67%，AIDC业务35.33%。 鑫元创业AI指数发起式A（024478）基金经理为刘宇涛。 截至发稿，刘宇涛累计任职时间3年133天，现任基金资产总规模39.39亿元，任职期间最佳基金回报 55.39%， 任职期间最差基金回报-8.4%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，鑫元基金旗下1只基金重仓润泽科技。鑫元创业AI指数发起式A（024478）四季度持有股数 5.68万股，占基金净值比例为2.59%，位居第九大重仓股。根据测 ...

Core Viewpoint - Runze Technology has shown significant stock price growth and strong financial performance, indicating a positive outlook for the company in the communication services sector [1][2]. Financial Performance - As of January 28, Runze Technology's stock price increased by 57.22% year-to-date, with a recent 10.98% rise over the last five trading days and a 64.41% increase over the last 20 days [1]. - For the period from January to September 2025, the company reported a revenue of 3.977 billion yuan, representing a year-on-year growth of 15.05%, and a net profit attributable to shareholders of 4.704 billion yuan, which is a remarkable increase of 210.74% year-on-year [2]. Stock Market Activity - On January 28, the stock traded at 83.01 yuan per share with a total market capitalization of 135.667 billion yuan, and a trading volume of 2.506 billion yuan [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of -623 million yuan on January 12 [1]. Shareholder Information - As of October 31, the number of shareholders increased to 95,300, up by 11.76%, while the average circulating shares per person decreased by 10.52% to 17,080 shares [2]. - The company has distributed a total of 3.274 billion yuan in dividends since its A-share listing, with 2.437 billion yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, holding 19.0303 million shares, a decrease of 1.2001 million shares from the previous period [3].

她认为，当下的各类基础大模型就好比是"天材地宝"般的原材料。无论技术路线如何演变，这些"原材 料"都需要放入算力这个"炼丹炉"中进行提炼和培育。 周超男指出，2025年行业主要聚焦于基础模型的构建，而2026年将进入"应用落地"的爆发期。经过"炼 丹炉"的训练，这些模型将进化为能够解决实际问题的"智能体"（AI Agents），标志着AI技术正式进入 应用的平滑期与成熟期。 1月27日，润泽科技董事长周超男在亚洲金融论坛上表示，在AI时代，算力已成为如同水、电一般的基 础性产业，并形象地将算力比作"太上老君的炼丹炉"。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 第1笔成交价格为73.26元，成交50.00万股，成交金额3,663.00万元，溢价率为-9.97%，买方营业部为机 构专用，卖方营业部为中信证券股份有限公司上海徐汇区漕溪北路证券营业部。 第2笔成交价格为73.26元，成交6.50万股，成交金额476.19万元，溢价率为-9.97%，买方营业部为机构 专用，卖方营业部为中信证券股份有限公司上海徐汇区漕溪北路证券营业部。 责任编辑：小浪快报 1月27日，润泽科技收跌2.26%，收盘价为81.37元，发生2笔大宗交易，合计成交量56.5万股，成交金额 4139.19万元。 进一步统计，近3个月内该股累计发生39笔大宗交易，合计成交金额为3.89亿元。该股近5个交易日累计 上涨7.90%，主力资金合计净流入9.15亿元。 ...

润泽科技1月27日大宗交易平台共发生2笔成交，合计成交量56.50万股，成交金额4139.19万元。成交价 格均为73.26元，相对今日收盘价折价9.97%。从参与大宗交易营业部来看，机构专用席位共出现在2笔 成交的买方或卖方营业部中，合计成交金额为4139.19万元，净买入4139.19万元。 进一步统计，近3个月内该股累计发生39笔大宗交易，合计成交金额为3.89亿元。 证券时报·数据宝统计显示，润泽科技今日收盘价为81.37元，下跌2.26%，日换手率为4.39%，成交额为 58.28亿元，全天主力资金净流出4.02亿元，近5日该股累计上涨7.90%，近5日资金合计净流入9.08亿 元。 两融数据显示，该股最新融资余额为34.10亿元，近5日增加5.64亿元，增幅为19.83%。 据天眼查APP显示，润泽智算科技集团股份有限公司成立于2007年06月27日，注册资本163434.3573万 人民币。（数据宝） 1月27日润泽科技大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (万股/万份) | | | | | 2026-01-27 | 300442 | 润泽科技 | 73.26 | 50.00 | 3,663.0 机构专用 | | 中信证券股份有限 | | | | | | | | | 公司上海徐汇区清 | | | | | | | | | 溪北路证券营业部 | | 2026-01-27 | 300442 | 润泽科技 | 73.26 | 6.50 | 476.19 机构专用 | | 中信证券股份有限 | | | | | | | | | 公司上海徐汇区清 | | | | | | | | | 溪北路证券营业部 | 1月27日，润泽科技大宗交易成交56.5万股，成交额4139.19万元，占当日总成交额的0.71%，成交价 73.26元，较市场收盘价81.37元折价9.97%。 ...

润泽科技1月26日大宗交易平台共发生15笔成交，合计成交量302.02万股，成交金额2.21亿元。成交价格 均为73.26元，相对今日收盘价折价12.00%。从参与大宗交易营业部来看，机构专用席位共出现在14笔 成交的买方或卖方营业部中，合计成交金额为2.19亿元，净买入2.19亿元。 据天眼查APP显示，润泽智算科技集团股份有限公司成立于2007年06月27日，注册资本163434.3573万 人民币。（数据宝） 1月26日润泽科技大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 83.68 | 6130.40 | 73.26 | -12.00 | 机构专用 | 中信证券股份有限公司上海 | | | | | | | 徐汇区漕溪北路证券营业部 | | 68.24 | 4999.26 | 73.26 | -12.00 | 机构专用 | 中信证券股份有限公司上海 | | | | ...

Group 1 - The communication services sector increased by 0.57% on January 26, with Nanling Technology leading the gains [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Notable gainers in the communication services sector included Nanling Technology, which rose by 12.02% to a closing price of 28.33, and Guanghuan New Network, which increased by 8.16% to 15.64 [1] Group 2 - The communication services sector experienced a net inflow of 359 million yuan from institutional investors, while retail investors saw a net outflow of 321 million yuan [2] - Major stocks with significant net inflows included Runze Technology with 500 million yuan and Guanghuan New Network with 343 million yuan [3] - Conversely, stocks like Sanwei Communication and Putian Technology faced declines of 7.08% and 6.05%, respectively [2]

1月26日，润泽科技大宗交易成交302.02万股，成交额2.21亿元，占当日总成交额的2.65%，成交价73.26 元，较市场收盘价83.25元折价12%。 | | | | 成交价格 | 成交量 | 成交金额 | | | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | (元) | (万股/万份) | 买方营业部 (万元) | 卖方营业部 | | 2026-01-26 | 300442 | 润泽科技 | 73.26 | 68.24 | 4,999.2 机构专用 | 中信证券股份有限 | | | | | | | | 公司上海徐汇区清 | | | | | | | | 溪北路证券营业部 | | 2026-01-26 | 300442 | 润泽科技 | 73.26 | 3.40 | 249.08 机构专用 | 中信证券股份有限 | | | | | | | | 公司上海徐汇区清 | | | | | | | | 溪北路正寿营业部 | | 2026-01-26 | 300442 | 润泽科技 | 73.26 | 83.68 | 6,130.4 ...

Core Viewpoint - The AI computing power sector is experiencing fluctuations, with significant capital inflow and positive performance from key stocks in the cloud computing ETF Huatai (159273) [1][3] Group 1: Market Performance - The cloud computing ETF Huatai (159273) saw a slight increase of 0.14%, with a trading volume of 30 million yuan, surpassing the total from the previous Friday [1] - In the past 10 days, the sector has attracted over 120 million yuan in capital [1] - Notable stock performances include NetEase Technology rising over 13%, Yuke Technology-W increasing over 7%, and Runze Technology up over 3% [3] Group 2: Analyst Insights - CITIC Securities predicts that the computing power sector will continue to grow in 2025 due to ongoing capital expenditures (Capex) from major cloud service providers (CSPs), increasing token demand, and enhanced product capabilities [3][4] - The outlook for 2026 suggests sustained growth in computing power and a pivotal opportunity for AI applications [4] Group 3: AI Industry Trends - The AI industry is evolving, with continuous model optimization and a shift towards practical business models [5] - From 2024 Q1, major cloud service providers like Google, Microsoft, and Amazon have maintained over 20% year-on-year revenue growth for seven consecutive quarters, indicating robust profitability in data centers [7] - The total Capex for the four major CSPs in North America reached $112.43 billion in Q3 2025, reflecting a year-on-year increase of 76.9% and a quarter-on-quarter increase of 18.3% [7] Group 4: Light Counting Projections - Light Counting forecasts that sales of optical modules (including AOC) will exceed $23 billion in 2025, a 50% increase from 2024, with Ethernet optical modules expected to reach $17 billion, a 60% increase year-on-year [9] - The demand for 1.6T optical modules is projected to accelerate in 2026-2027, while the growth rate for 800G modules is expected to slow down [9]