Shannon Semi(300475)
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格隆汇公告精选︱北汽蓝谷:北汽新能源拟投资19.91亿元建设享界超级工厂高端平台车型产业化及产线数智化提升项目
Ge Long Hui A P P· 2026-01-23 14:20
Group 1 - Teruid (特锐德) plans to issue H-shares and list on the Hong Kong Stock Exchange [1] - Aotwei (奥特维) states that "space photovoltaic" is still in the early exploration and R&D stage [1] Group 2 - Anqi Yeast (安琪酵母) intends to invest 222 million yuan in a green manufacturing project for an annual production of 12,000 tons of yeast products [1] - Beiqi Blue Valley (北汽蓝谷) plans to invest 1.991 billion yuan to build a high-end platform model industrialization and digital upgrade project [1] Group 3 - Jingzhida (精智达) signed a contract worth 1.311 billion yuan for semiconductor testing equipment and supporting fixtures [1] - Qiaoyin Co. (侨银股份) is expected to win a pre-bid of approximately 61 million yuan for integrated sanitation and landscaping services [1] - Chengdi Xiangjiang (城地香江) won the EPC general contracting procurement project for China Mobile's data center [1] Group 4 - Shannon Chip (香农芯创) expects a net profit growth of 81.77% to 134.78% year-on-year for 2025 [1] - Zhongwei Company (中微公司) anticipates a net profit growth of approximately 28.74% to 34.93% for 2025 [1] Group 5 - Shenghong Technology (胜宏科技) plans to acquire 100% equity of SPMY, enhancing its FPC/PCB production capacity in Southeast Asia [1] Group 6 - Jinkai New Energy (金开新能) intends to repurchase shares with an investment of 500 million to 600 million yuan [1] - Wenzhou Hongfeng (温州宏丰) actual controller Chen Xiao plans to reduce his stake by no more than 3% [2] - Guohang (国货航) Innovation Fund plans to reduce its stake by no more than 1.02% [2] - Zhongqi New Materials (中旗新材) plans to reduce its stake by no more than 3% [2] - Pengling Co. (鹏翎股份) actual controller plans to increase his stake by 20 million to 40 million yuan [2] Group 7 - Jinlei Co. (金雷股份) plans to raise no more than 1.55 billion yuan through a private placement [2] - Huashen Technology (华神科技) intends to raise no more than 450 million yuan through a private placement [2]
今日晚间重要公告抢先看——钧达股份称钙钛矿光伏技术在太空极端环境下的综合成本效益仍有待验证;奥特维称目前“太空光伏”尚处初期探索和研发阶段,产业化进程仍面临较大不确定性
Jin Rong Jie· 2026-01-23 14:10
Group 1 - JunDa Co., Ltd. announced that the comprehensive cost-effectiveness of perovskite photovoltaic technology in extreme space environments remains to be verified [2][5] - The company has invested 30 million yuan to acquire a 16.67% stake in Starwing Chip Energy, but no formal business agreement has been signed for space photovoltaic projects [2][5] - The technology shows potential advantages in lightweight, low cost, and high radiation resistance, but long-term reliability and cost-effectiveness in space are still uncertain [2][5] Group 2 - Aotewei stated that the "space photovoltaic" sector is still in the early exploration and research phase, with significant uncertainties in the industrialization process [3] - The company emphasized that product development to commercial application requires a considerable period, and the impact of related positive expectations on actual operating performance is highly uncertain [3] Group 3 - Tongyu Communications announced its participation in the A1 round financing of Beijing Blue Arrow Hongqing Technology, investing 30 million yuan for a 1.8293% stake [3] - The company will transition from direct to indirect ownership of Hongqing Technology through a partnership agreement [3] Group 4 - Huajin Technology received approval from the China Securities Regulatory Commission for the issuance of H-shares, planning to issue up to 101,573,100 shares [4] - Trina Solar announced a change in the use of remaining raised funds, reallocating 1.7 billion yuan to a new project for distributed smart photovoltaic power station construction [4][5] Group 5 - Yunnan City Investment plans to publicly transfer a 10.5% stake in Qicai Company with a base price of 293 million yuan [6] - Zijin Mining announced the completion of the second phase of the Giant Dragon Copper Mine, increasing production capacity to 350,000 tons per day [6] Group 6 - Shuaifeng Electric expects a net profit loss of 43 million to 62 million yuan in 2025, with potential delisting risk warnings for its stock [7] - Anqi Yeast plans to invest 222 million yuan in a green manufacturing project for yeast products with an annual output of 12,000 tons [7] Group 7 - Zhengzhou Coal and Electricity announced the cessation of production at the Chaohua Coal Mine due to resource depletion and safety risks, expecting a 311 million yuan impairment loss [8] - Oujing Technology announced partial production line shutdowns at its subsidiaries to reduce losses and operating costs [8] Group 8 - North Car Blue Valley plans to invest in the construction of a high-end platform model industrialization and digital upgrade project with a total investment of 1.991 billion yuan [9] - Jingzhida signed a significant contract worth 1.311 billion yuan for semiconductor testing equipment [9] Group 9 - Yanghe Co. announced a cash dividend plan for 2025-2027, committing to distribute no less than 100% of net profit each year [10] - Yanghe Co. also projected a net profit decline of 62.18% to 68.30% for 2025 due to market adjustments and increased channel inventory [10] Group 10 - Huitong Energy expects a net profit decrease of 69.51% to 75.82% for 2025, primarily due to the absence of non-recurring income from property relocation rewards [11] - Dahua Co. reported a net profit increase of 32.65% for 2025, driven by business optimization and cost control [12] Group 11 - Hangzhou Bank reported a net profit increase of 12.05% for 2025, maintaining a stable non-performing loan ratio [12] - Aotejia expects a net profit increase of 41.85% to 79.67% for 2025, supported by sales growth and cost control measures [12] Group 12 - Shenke Co. anticipates a net profit increase of 65.75% to 98.9% for 2025, benefiting from overseas strategy and revenue growth [13] - Pioneering Technology expects a net profit increase of 50.82% to 109.21% for 2025, driven by product technology iterations and market expansion [13] Group 13 - Shanchuang Technology expects a net profit increase of 81.77% to 134.78% for 2025, fueled by demand for enterprise-level storage products [14] - Anshuo Information anticipates a net profit increase of 52.44% to 98.83% for 2025, with government subsidies contributing to the growth [14] Group 14 - Zhongwei Company expects a net profit increase of 28.74% to 34.93% for 2025, driven by increased customer recognition of its plasma etching equipment [15] - Jingfang Technology anticipates a net profit increase of 44.41% to 52.32% for 2025, benefiting from the automotive industry's growth [16] Group 15 - Fuda Alloy expects a net profit increase of 119.14% to 219.95% for 2025, driven by strong demand in emerging applications [17] - Feirongda anticipates a net profit increase of 57.23% to 83.43% for 2025, supported by stable growth in communication and cooling business [17] Group 16 - Licheng Performing Arts expects a net profit decrease of 12.75% to 32.21% for 2025, impacted by regional travel environment fluctuations [22] - Lisheng Pharmaceutical anticipates a net profit increase of 116.77% to 138.44% for 2025, driven by market expansion and product sales [23] Group 17 - JMC reported a net profit decrease of 22.71% for 2025, despite a 2.07% increase in total revenue [27] - Daoshi Technology expects a net profit increase of 206.01% to 269.76% for 2025, driven by overseas business expansion [28] Group 18 - Jin Kai New Energy plans to repurchase shares worth 500 million to 600 million yuan, with a maximum repurchase price of 7.5 yuan per share [29] - Longyun Co. announced a stock suspension due to plans to acquire a 58% stake in Yuheng Film Industry [30]
公告精选︱北汽蓝谷:北汽新能源拟投资19.91亿元建设享界超级工厂高端平台车型产业化及产线数智化提升项目
Sou Hu Cai Jing· 2026-01-23 14:07
Group 1 - Aotewei is currently in the early exploration and research phase of "space photovoltaic" technology [2] - Teruid plans to issue H-shares and list on the Hong Kong Stock Exchange [2] - Anqi Yeast's Puer company intends to invest 222 million yuan in a green manufacturing project for an annual production of 12,000 tons of yeast products [2] Group 2 - Jingzhida has signed a contract worth 1.311 billion yuan for semiconductor testing equipment and supporting fixtures [2] - Xiangnong Xinchuan expects a net profit growth of 81.77% to 134.78% year-on-year for 2025 [2] - Zhongwei Company anticipates a net profit growth of approximately 28.74% to 34.93% for 2025 [2] Group 3 - Shenghong Technology's subsidiary plans to acquire 100% equity of SPMY, enhancing the company's FPC/PCB production capacity in Southeast Asia [2] - Jinkai New Energy intends to repurchase shares worth 500 million to 600 million yuan [2] - Wenzhou Hongfeng's actual controller plans to reduce holdings by no more than 3% [2] Group 4 - Jinlei Co. plans to raise no more than 1.55 billion yuan through a private placement [2] - Huashen Technology intends to raise no more than 450 million yuan through a private placement to Yuanhong Bio [2]
香农芯创:公司及子公司不存在逾期担保
Zheng Quan Ri Bao· 2026-01-23 13:43
证券日报网讯 1月23日,香农芯创发布公告称,截至本公告日,以本次本金最高担保额合计人民币6.34 亿元计算,公司累计担保(含反担保)合同金额为人民币90.15亿元,占公司2024年度经审计净资产的 比例为306.92%。其中,公司累计为联合创泰提供担保合同金额为人民币77.12亿元,为新联芯提供担保 合同金额为人民币9.09亿元。公司及子公司无对合并报表范围外的对外担保事项,也不存在逾期担保。 (文章来源:证券日报) ...
业绩预喜汇总 | 这家公司2025年净利同比预增721.57%—894.86%





Di Yi Cai Jing· 2026-01-23 13:35
Core Viewpoint - Several companies are projected to experience significant increases in net profit for 2025, with some showing growth rates exceeding 200% [1] Group 1: Company Projections - 永创智能 is expected to see a net profit increase of 721.57% to 894.86% in 2025 [1] - 福达合金 anticipates a net profit growth of 119.14% to 219.95% for 2025 [1] - 西菱动力 projects a net profit increase of 77.82% to 117.33% in 2025 [1] - 昊志机电 expects a net profit growth of 54.4% to 99.03% for 2025 [1] - 神工股份 forecasts a net profit increase of 119% to 167% in 2025 [1] - 联创光电 anticipates a net profit growth of 80.36% to 120.57% for 2025 [1] - 道氏技术 projects a substantial net profit increase of 206.01% to 269.76% in 2025 [1] - 香农芯创 expects a net profit growth of 82% to 135% for 2025 [1] - 奥特佳 anticipates a net profit increase of 41.85% to 79.67% in 2025 [1] - 双一科技 projects a net profit growth of 80% to 100% for 2025 [1] - 飞荣达 expects a net profit increase of 57.23% to 83.43% in 2025 [1] - 晶方科技 anticipates a net profit growth of 44.41% to 52.32% for 2025 [1] - 中微公司 projects a net profit increase of 28.74% to 34.93% in 2025 [1] - 派能科技 expects a net profit growth of 50.82% to 109.21% for 2025 [1]
香农芯创:2025年净利同比预增82%-135%
Di Yi Cai Jing· 2026-01-23 13:04
(本文来自第一财经) 香农芯创发布2025年年度业绩预告,预计归属于上市公司股东的净利润为4.80亿元–6.20亿元,比上年同 期增长81.77%–134.78%。 ...
香农芯创:2025年净利预增81.77%—134.78%,“海普存储”首次实现年度规模盈利
Zheng Quan Shi Bao Wang· 2026-01-23 13:00
Core Viewpoint - Shannon Semiconductor (300475.SZ) forecasts a significant increase in net profit for 2025, driven by the growing demand for enterprise storage solutions due to the rise of generative artificial intelligence (AGI) [1][2] Group 1: Financial Performance - The company expects net profit attributable to shareholders to be between 480 million and 620 million yuan, representing a year-on-year growth of 81.77% to 134.78% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 460 million and 600 million yuan, indicating a growth of 51.01% to 96.97% year-on-year [1] - Annual revenue growth is anticipated to exceed 40% due to increased sales of enterprise storage products and rising prices of key products [1] Group 2: Product Development and Market Position - Shannon Semiconductor's brand "Haipu Storage" is set to achieve its first annual scale profit in 2025, with expected sales revenue of 1.7 billion yuan, including 1.3 billion yuan in the fourth quarter [2] - The company has successfully developed and trial-produced enterprise-level DDR4, DDR5, and Gen4e SSDs, with excellent product performance for cloud computing storage applications [2] - Shannon Semiconductor has established partnerships with major domestic server platforms and has entered the mass production phase of its products, focusing on domestic and customized solutions [2] Group 3: Industry and Client Base - The company operates in the electronic components distribution and core parts manufacturing for home appliances, with a strong market development capability [2] - Major clients include Alibaba, Zhongba Company, and Huaqin Communication, covering core internet enterprises in China [2] - The company aims to deepen collaboration within the industry chain and increase R&D investment to build advanced domestic storage brands and products [2]
企业级存储产品量价齐升,香农芯创预计2025年归母净利润增长81.77%-134.78%
Zhi Tong Cai Jing· 2026-01-23 12:25
Core Viewpoint - Shannon Chip (300475.SZ) expects a significant increase in net profit for the year 2025, projecting a range of 480 million to 620 million yuan, representing a year-on-year growth of 81.77% to 134.78% [1] Financial Performance - The company anticipates a net profit attributable to shareholders of 460 million to 600 million yuan after deducting non-recurring gains and losses, indicating a year-on-year growth of 51.01% to 96.97% [1] - Overall revenue is expected to grow by over 40% in 2025 [1] Product Development - The sales volume of enterprise-level storage products is expected to increase, with major product prices on the rise [1] - The company's self-owned brand "Haipu Storage" has launched multiple products in two main lines: enterprise-level SSDs and enterprise-level DRAM, which have entered mass production [1] Sales Forecast - For the year 2025, "Haipu Storage" is projected to achieve sales revenue of 1.7 billion yuan, with an estimated 1.3 billion yuan in sales revenue expected in the fourth quarter [1] - This will mark the first year of annual profitability for "Haipu Storage" [1]
企业级存储产品量价齐升,香农芯创(300475.SZ)预计2025年归母净利润增长81.77%-134.78%
智通财经网· 2026-01-23 12:20
智通财经APP讯,香农芯创(300475.SZ)披露2025年年度业绩预告,公司预计归属于上市公司股东的净利 润4.8亿元至6.2亿元,同比增长81.77%-134.78%;扣除非经常性损益后的净利润4.6亿元至6亿元,同比增 长51.01%-96.97%。 公告显示,2025年,公司销售的企业级存储产品数量增长,主要产品价格呈现上升的态势,预计全年收 入增长超过40%。公司自主品牌"海普存储"已推出包括企业级SSD以及企业级DRAM两大产品线的多款 产品并进入量产阶段。2025年度,"海普存储"预计实现销售收入17亿元,其中第四季度预计实现销售收 入13亿元。2025年"海普存储"首次实现年度规模盈利。 ...
晚间公告|1月23日这些公告有看头
第一财经网· 2026-01-23 10:44
Major Announcements - Huayi Co., Ltd. has applied for a 5-day extension to respond to the Shanghai Stock Exchange's inquiry regarding its acquisition matters due to the need for further confirmation and improvement of certain issues [1] - Shuaifeng Electric is expected to report a net loss of 43 million to 62 million yuan for 2025, with revenue projected between 210 million and 250 million yuan, potentially leading to a delisting risk warning for its stock [1] - Zijin Mining's second phase of the Julong Copper Mine has commenced production, increasing its total production capacity to 350,000 tons per day, with plans for a third phase that could significantly enhance copper output [1] Performance Forecasts - Yongchun Intelligent expects a net profit of 128 million to 155 million yuan for 2025, representing a year-on-year increase of 721.57% to 894.86% [3] - Fuda Alloy anticipates a net profit of 100 million to 146 million yuan for 2025, with a growth of 119.14% to 219.95% driven by expanding demand in emerging sectors [4] - Xiling Power forecasts a net profit of 90 million to 110 million yuan for 2025, reflecting a year-on-year increase of 77.82% to 117.33% due to rising sales in automotive parts [4] - Haoshi Electromechanical expects a net profit of 128 million to 165 million yuan for 2025, with a growth of 54.4% to 99.03% attributed to increased demand in the PCB market [4] - Shenkong Co., Ltd. predicts a net profit of 90 million to 110 million yuan for 2025, with a growth of 118.71% to 167.31% driven by the recovery in the semiconductor market [5] - Lianchuang Optoelectronics anticipates a net profit of 435 million to 532 million yuan for 2025, representing a growth of 80.36% to 120.57% [5] - Xiangnong Chip expects a net profit of 480 million to 620 million yuan for 2025, with a growth of 81.77% to 134.78% driven by demand for enterprise-level storage products [6] - Shuangyi Technology forecasts a net profit of 155 million to 172 million yuan for 2025, reflecting a growth of 80% to 100% [6] - Feirongda anticipates a net profit of 360 million to 420 million yuan for 2025, with a growth of 57.23% to 83.43% [8] - Jingfang Technology expects a net profit of 365 million to 385 million yuan for 2025, representing a growth of 44.41% to 52.32% [9] - Youbuxun predicts a net profit of 72 million to 107 million yuan for 2025, marking a turnaround from a loss of 150 million yuan in the previous year [10] - Zhongwei Company anticipates a net profit of 2.08 billion to 2.18 billion yuan for 2025, with a growth of 28.74% to 34.93% [11] Loss Forecasts - Shanying International expects a net loss of 850 million to 1 billion yuan for 2025, compared to a loss of 451 million yuan in the previous year [12] - Baiyin Nonferrous Metals anticipates a net loss of 450 million to 675 million yuan for 2025, a significant decline from a profit of 8.08 million yuan in the previous year [13] - Zhengzhou Coal Electricity plans to stop production at the Chao Hua Coal Mine due to resource depletion, expecting to recognize a 311 million yuan impairment loss [17] - Changcheng Electric forecasts a net loss of approximately 315 million yuan for 2025, compared to a loss of 225 million yuan in the previous year [17] - Standard Co. expects a net loss of 120 million to 140 million yuan for 2025, with a reduction in losses compared to the previous year [17] - Hongqingtian anticipates a net loss of 100 million to 150 million yuan for 2025, with a decline in revenue due to weak consumer demand [17]