格隆汇2月27日丨中科海讯(300810.SZ)公布，公司于2026年2月11日在巨潮资讯网披露了《关于项目预 中标的提示性公告》（公告编号：2026-004）。近日，公司收到该项目的《中标通知书》，项目名称： 某项目信息处理类设备研制项目。公司本次中标金额合计约2.88亿元人民币，占公司2024年度经审计主 营业务收入达120%。本项目需先签订研制合同，待研制合同验收通过后，再签订订购合同。若中标项 目能够签订正式合同并顺利实施，预计将对公司未来经营业绩产生积极影响，上述项目的履行不影响公 司经营的独立性。 ...

今日聚焦 1、寒武纪：2025年净利润20.59亿元，实现扭亏为盈 寒武纪2月27日公告，公司2025年实现营业收入649,719.62万元，较上年同期增加532,273.18万元，同比 增长453.21%。公司归属于母公司所有者的净利润为205,922.85万元，较上年同期扭亏为盈，主要系本 期营业收入大幅增长所致。报告期内，受益于人工智能行业算力需求的持续攀升，公司凭借产品的优异 竞争力持续拓展市场，积极推动人工智能应用场景落地，使得本期收入规模较上年同期大幅增长。 2、沐曦股份：2025年亏损同比收窄44.53%，公司GPU产品出货量显著增长 沐曦股份2月27日公告，公司2025年实现营业总收入164,408.55万元，较上年同期增长121.26%；实现归 属于母公司所有者的净利润-78,145.20万元，较上年同期亏损收窄44.53%；实现归属于母公司所有者的 扣除非经常性损益的净利润-82,170.63万元，较上年同期亏损收窄21.28%。报告期内，随着公司产品及 服务获得下游客户的广泛认可与持续采购，公司GPU产品出货量显著增长，带动收入规模较上年同期实 现显著增加。 3、摩尔线程：2025年亏损 ...

中科海讯公告，近日，公司收到《中标通知书》，中标项目为"某项目信息处理类设备研制项目"，中标 金额合计约2.88亿元人民币。研制金额为人民币9585万元，订购金额为人民币1.93亿元。本次中标金额 占公司2024年度经审计主营业务收入的120%。项目需先签订研制合同，验收通过后再签订订购合同。 若能顺利实施，将对公司未来业绩产生积极影响。目前尚未签订正式合同，存在不确定性，公司将根据 进展及时披露。 ...

每经AI快讯，2月27日，中科海讯（300810）(300810.SZ)公告称，公司收到某项目信息处理类设备研制 项目的《中标通知书》，中标金额合计约2.88亿元。其中，研制金额为9,585万元，订购金额为19,250万 元。公司本次中标金额合计约2.88亿元人民币，占公司2024年度经审计主营业务收入达120%。若中标 项目能够签订正式合同并顺利实施，预计将对公司未来经营业绩产生积极影响。 ...

证券代码：300810 证券简称：中科海讯 公告编号：2026-005 北京中科海讯数字科技股份有限公司 中标金额合计约 2.88 亿元人民币，其中： 1、研制金额：人民币 9,585 万元 2、订购金额：人民币 19,250 万元 关于项目中标暨收到中标通知书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 北京中科海讯数字科技股份有限公司（以下简称"公司"）于 2026 年 2 月 11 日在巨潮资讯网（www.cninfo.com.cn）披露了《关于项目预中标的提示性公 告》（公告编号：2026-004）。近日，公司收到该项目的《中标通知书》，现将有 关情况公告如下： 一、中标概况 中标人名称：北京中科海讯数字科技股份有限公司 项目名称：某项目信息处理类设备研制项目 二、对公司业绩的影响 公司本次中标金额合计约 2.88 亿元人民币，占公司 2024 年度经审计主营业 务收入达 120%。本项目需先签订研制合同，待研制合同验收通过后，再签订订 购合同。若中标项目能够签订正式合同并顺利实施，预计将对公司未来经营业绩 产生积极影响，上述项目的履行不影响 ...

东兴晨报 P1 经济要闻 | 本期编辑 | | | --- | --- | | 分析师：刘嘉玮 | | | 010-66554043 | liujw_yjs@dxzq.net.cn | | 执业证书编号： | S1480519050001 | 东兴证券研究所金股推荐 | 证券代码 | 证券简称 | | --- | --- | | 002392.SZ | 北京利尔 | | 002991.SZ | 甘源食品 | | 300619.SZ | 金银河 | | 300627.SZ | 华测导航 | | 300666.SZ | 江丰电子 | | 300810.SZ | 中科海讯 | | 603209.SH | 兴通股份 | | 603239.SH | 浙江仙通 | | 688095.SH | 福昕软件 | | 688627.SH | 精智达 | 数据来源：《二月金股汇》 2026 年 02 月 02 日，东兴证券研究所 东 兴 晨 报 东 兴 证 券 股 份 有 限 公 司 敬请参阅报告结尾处的免责声明 东方财智 兴盛之源 2026 年 2 月 27 日星期五 1. 中国人民银行：发布关于银行业金融机构人民币跨境同业融资 ...

证券日报网讯2月26日，中科海讯（300810）在互动平台回答投资者提问时表示，公司作为国内特种电 子信息领域重要民营高新技术企业，长期深耕相关产品的研发、生产与销售，在信号处理平台、声纳系 统、水声大数据、仿真训练系统、无人探测系统、数据计算中心等方向已形成核心技术积累与完整产品 体系。相关技术覆盖海洋工程、电子信息、计算机等多学科领域，具备显著的技术密集型特征，形成了 较强的技术壁垒和竞争优势。公司将紧密贴合行业发展趋势，持续聚焦智能化海洋信息装备、新型信号 处理设备、仿真训练系统、大数据系统等重点方向，加大研发投入与技术攻关，打造更契合市场需求、 更具核心竞争力的产品矩阵。公司主要产品广泛应用于水声目标探测与识别、水声通信与数据传输、水 声导航与测绘等场景，主要服务于国家特种部门。特种电子信息行业实行严格的准入许可管理，资质壁 垒较高。公司凭借深厚的行业经验、领先的技术水平与严谨可靠的质量管控体系，与核心客户建立了长 期稳定的合作关系。受益于声纳装备研发周期长、技术复杂度高等行业特点，公司具备先入优势，市场 地位稳固。 ...

Core Insights - The report highlights the performance of various sectors and companies, indicating potential investment opportunities in the market. [2][5] Economic News - The People's Bank of China conducted a 7-day reverse repurchase operation of 320.5 billion yuan at an interest rate of 1.4%, resulting in a net withdrawal of 79.5 billion yuan from the market. [3] - The overnight SHIBOR rate reported at 1.3680%, down by 1 basis point, while the 7-day SHIBOR rate decreased by 4 basis points to 1.4570%. [3] - The Supreme People's Court reported over 27,000 cases related to cross-border fraud, with significant sentences handed down to key criminal groups. [3] - The Ministry of Industry and Information Technology discussed the feasibility of new frequency bands for IMT and future 6G technology at a recent international meeting. [3] - Heilongjiang Province's government report emphasized the reform of state-owned enterprises and support for private sector development. [3] - The establishment of a national quality inspection center for rare earth permanent magnet motors in Liaoning Province aims to enhance quality assurance in high-end manufacturing. [4] Company News - Wens Foodstuff Group announced a share buyback plan of 800 million to 1.2 billion yuan at a maximum price of 24.00 yuan per share. [5] - Jiangxi Tungsten Holdings is planning to issue A-shares to specific investors to enhance its core competitiveness and fund acquisitions totaling up to 1.882 billion yuan. [5] - Huylon New Materials is undergoing a significant change that may affect its control, leading to a temporary suspension of its stock. [5] - Fangzheng Valve reported a revenue of 733 million yuan for 2025, a decrease of 2.98%, with net profit down by 6.34%. [5] - Nanya New Materials achieved a revenue of 5.228 billion yuan, a year-on-year increase of 55.52%, with net profit rising by 378.65% due to market demand recovery. [5] Transportation Industry Insights - In January 2026, domestic airline capacity decreased by approximately 4.3% year-on-year, but increased by 5.8% compared to December 2025, as airlines prepared for the Spring Festival. [7] - The overall passenger load factor for airlines improved by about 1.6 percentage points year-on-year, although it decreased by 0.4 percentage points compared to December. [7] - During the Spring Festival holiday, national civil aviation transported 22.05 million passengers, with a flight completion rate of 95.8%, indicating growth compared to the previous year. [8] - International flight capacity increased by 2.6% year-on-year in January, with a slight improvement in load factors, although some airlines faced challenges due to changes in the Japanese route. [9] - Baiyun Airport reported a significant increase in passenger throughput, while Shanghai Airport experienced a decline, attributed to shifts in travel demand. [10] - The report suggests focusing on large airlines for their earnings elasticity, as the industry moves towards a more balanced supply-demand dynamic. [11]

（文章来源：证券日报） 证券日报网讯 2月25日，中科海讯在互动平台回答投资者提问时表示，截至2026年2月13日，公司含信 用账户合并名册全体股东户数为20306户。 ...

Core Insights - The report highlights the strategic initiatives of the company to expand its product lines in the refractory materials sector and emerging technologies, particularly through a planned capital increase of up to 1.034 billion RMB for new projects and overseas expansion [6][11]. Company Developments - Changxin Bochuang signed a letter of intent to acquire 93.81% of Shanghai Honghui Light Communication Technology Co., Ltd. for approximately 375 million RMB, aiming to enhance its product line in the optical communication field [5]. - Tongwei Co., Ltd. is planning to acquire 100% of Qinghai Lihua Qingneng Co., Ltd. through a combination of share issuance and cash payment, with the transaction expected to not alter the control of the company [5]. - Yutong Optical received acceptance from the Shenzhen Stock Exchange for its application to issue shares to specific investors, pending further approvals [5]. - Maoyan Entertainment forecasts a revenue of up to 4.7 billion RMB for the fiscal year 2025, representing a growth of approximately 15.1% compared to 2024 [5]. - Conch Cement's major shareholder plans to increase its stake in the company by investing between 700 million and 1.4 billion RMB within six months [5]. Industry Insights - The report emphasizes the resilience of small and medium-sized enterprises (SMEs) in China's industrial economy, with a 6.9% year-on-year increase in value added for SMEs in 2025, outperforming the overall industrial growth rate by 1.0 percentage points [2]. - The construction of a new production line for zirconia and zircon-based materials is expected to yield a post-tax internal rate of return of 29.35% and a payback period of 4.89 years, indicating strong potential for profitability [7][8]. - The establishment of a production base in Vietnam is part of the company's strategy to enhance its overseas operations, targeting the growing demand in Southeast Asia, particularly in Vietnam [9].