国泰海通证券2月6日发布研报指出，AI与脑机接口深度融合趋势及"十五五"规划政策支持，正推动计算 机行业技术迭代与场景落地，看好全链条布局企业。狄耐克作为智慧医疗领域参与者，其脑机接口布局 可能长期受益于行业催化。 以上内容基于公开资料整理，不构成投资建议。 近7个交易日(2月4日至11日)，股价呈现震荡格局。2月11日收盘价15.64元，单日微涨0.13%；区间最高 价为2月9日的15.89元，最低价为2月6日的15.28元，近5日累计跌幅0.64%，振幅收窄至1.02%。2月11日 主力资金净流入529万元，散户资金净流出；近5日资金博弈加剧，整体呈现短期波动特征。2月9日成交 额达1.45亿元，换手率4.79%，为近期高点；2月11日换手率降至1.80%，市场交投相对清淡。 机构观点 经济观察网2月6日，狄耐克（300884）融资买入709.87万元，融资偿还972.48万元，融资净卖出262.6万 元，融资余额1.87亿元，较前一日下滑1.39%。截至1月30日，公司股东户数为2.64万户，较上期减少 4.5%，户均持股数量上升至9601股，显示筹码集中度略有提升。 股票近期走势 ...

Core Viewpoint - The establishment of the "Brain-Computer Interface and Big Health Joint Laboratory" between Dineike and the University of Science and Technology of China aims to enhance research and development in brain signal processing and analysis, contributing to the "Healthy China" initiative through innovative technology [1] Group 1 - The joint laboratory was officially inaugurated on January 27, 2026, at the Future Center of the University of Science and Technology of China [1] - The collaboration will focus on developing more accurate and intelligent algorithm models for brain signal processing [1] - Key figures present at the inauguration included Professor Chen Xun, Vice President of the Advanced Technology Research Institute, and Mr. Miao Guodong, Chairman of Dineike [1] Group 2 - The partnership aims to drive technological breakthroughs and product transformation in specific application scenarios related to brain-computer interface technology [1] - This initiative is positioned to inject new technological momentum into the construction of a "Healthy China" [1]

Core Viewpoint - Dineike (300884.SZ) expects to achieve a net profit attributable to shareholders of 10 million to 15 million yuan in 2025, marking a turnaround from losses, while the net profit excluding non-recurring gains and losses is projected to be between -44 million and -35 million yuan [1] Group 1 - The company anticipates a significant increase in fair value change gains, expected to exceed 40 million yuan for the fiscal year 2025, due to the IPO of its investee companies completed by December 2025 [1] - The fair value change gains will be classified as non-recurring gains and losses, which will have a notable impact on the overall performance of the company in 2025 [1]

Group 1 - The core point of the article is that Dineike (300884) reported a total of 27,686 shareholders as of January 20, 2026 [1]

Core Viewpoint - The company Dineike has released its annual performance forecast, expecting a net profit attributable to shareholders of 10 million to 15 million yuan for the year 2025, indicating a turnaround from losses in the previous year. However, the net profit after deducting non-recurring gains and losses is projected to be a loss of 35 million to 44 million yuan, reflecting ongoing challenges in the market [1]. Group 1 - The company anticipates a significant fair value change gain exceeding 40 million yuan in 2025 due to the IPO of its investee companies, which will be recorded as non-recurring gains [1]. - The expected loss of 35 million to 44 million yuan for 2025, after excluding non-recurring items, represents a year-on-year change of -5.81% to -18.40% [1]. - The decline in overall revenue is attributed to reduced or delayed demand in the downstream real estate market, intensified market competition, and rising raw material costs, which have negatively impacted the company's gross margin [1]. Group 2 - The company has implemented stricter cost control measures, resulting in a year-on-year decrease in selling and administrative expenses, which has helped to narrow the expected loss range for 2025 compared to the previous year [1].

Financial Performance Expectations - The company expects a net profit of between 10 million and 15 million CNY for the fiscal year 2025, marking a turnaround from a loss of 12.89 million CNY in the same period last year [5]. - The net profit after deducting non-recurring gains and losses is projected to be a loss of 35 million to 44 million CNY, which represents a change of -5.81% to -18.40% compared to the previous year [8]. - The company anticipates a significant fair value change gain exceeding 40 million CNY due to the IPO of an investee company, which will impact the overall performance for 2025 [7]. Revenue and Cost Management - The overall operating revenue is expected to decline due to reduced demand in the downstream real estate market and increased competition, alongside rising raw material costs affecting the gross profit margin [9]. - The company has implemented stricter cost control measures, resulting in a decrease in sales and management expenses compared to the previous year, which has helped narrow the loss in net profit after non-recurring items [9]. Compliance and Reporting - The financial data presented is preliminary and has not been audited by the accounting firm, with final figures to be confirmed in the annual report [6]. - The company will continue to comply with legal regulations regarding timely information disclosure to mitigate investment risks for stakeholders [10].

Core Viewpoint - The number of shareholders in 294 ChiNext stocks has decreased, with 160 stocks showing a decline compared to the previous period, and 13 stocks experiencing a drop of over 10% [1] Group 1: Shareholder Changes - Among the 294 ChiNext stocks, 160 reported a decrease in shareholder numbers, while 107 saw an increase [1] - The stock with the largest decline in shareholder numbers is Meihai Medical, which decreased by 30.08% to 29,576 shareholders, with a cumulative drop of 9.35% in stock price [1] - Jiuzhiyang reported a 24.15% decrease in shareholders, totaling 29,872, with a cumulative stock price drop of 12.94% [1] - Dineke's shareholder count fell by 18.13% to 27,686, with a stock price decline of 5.53% [1] Group 2: Continuous Concentration of Shareholders - A total of 21 ChiNext stocks have shown a continuous concentration of shareholders, with some experiencing a decline for more than three consecutive periods, and one stock has seen a decrease for seven consecutive periods [1] Group 3: Performance of Concentrated Stocks - The average increase for concentrated stocks since January 11 is 3.94%, with notable performers including Jiangtian Chemical, Ruixin Technology, and Green Island Wind, which increased by 39.33%, 31.32%, and 26.56% respectively [2] - In terms of industry concentration, the mechanical equipment, computer, and electronics sectors have the highest number of concentrated stocks, with 31, 17, and 16 stocks respectively [2] Group 4: Shareholder Count Declines - Hongming Co. has seen its shareholder count decrease by 22.01% to 3,905, marking a continuous decline for seven periods [2] - Anuoqi's shareholder count has dropped by 12.79% to 43,995, also reflecting a seven-period decline [2] - ST Qingyan's shareholder count decreased by 15.20% to 3,091, with a six-period decline [2] Group 5: Earnings Forecasts - Among the concentrated stocks, 18 have released earnings forecasts for the full year of 2025, with five expecting profit increases and one expecting a profit [3] - Huachen Equipment is projected to have the highest net profit growth at 217.84%, followed by Boteng Co. and Kaisheng New Materials with expected growth rates of 132.15% and 123.27% respectively [3]

Group 1 - The number of shareholders for the company as of January 20 is 27,686, a decrease of 6,131 from the previous period, representing a month-on-month decline of 18.13% [2] - The closing price of the company's stock is 15.75 yuan, with a slight increase of 0.32%, but the stock has cumulatively decreased by 7.41% since the concentration of shares began [2] - The company's third-quarter report indicates a total operating revenue of 461 million yuan for the first three quarters, a year-on-year decrease of 11.29%, and a net profit of -1.5979 million yuan, a year-on-year decline of 109.10%, with basic earnings per share at -0.0063 yuan [2]

Core Insights - The article discusses the transformation of China's healthcare system through the implementation of the open-source HarmonyOS, which is enhancing the efficiency and interconnectivity of hospital operations [1][2][3]. Group 1: Technological Advancements - The Chongqing Liangjiang New Area People's Hospital has implemented a smart system based on HarmonyOS, allowing real-time monitoring of patient status and significantly improving response times to incidents [1][3]. - The system integrates various devices, creating a seamless data flow across the hospital, which enhances patient autonomy and reduces the workload on nursing staff [2][3]. - The deployment of over 3,000 terminal devices has reduced incident response times from minutes to seconds and increased the satisfaction rate of personalized patient needs by approximately 80% [3]. Group 2: Systemic Challenges and Solutions - Traditional healthcare models face inefficiencies due to fragmented information flow and reliance on manual processes, leading to increased costs and wasted resources [2]. - The adoption of HarmonyOS is seen as a strategic choice that allows for customized development tailored to specific medical needs, overcoming limitations of traditional closed systems [3][5]. Group 3: Broader Implications for Healthcare - The transformation is not limited to new facilities; existing hospitals are also undergoing upgrades using HarmonyOS, which is facilitating a comprehensive reconfiguration of healthcare services [4][5]. - The integration of AI and HarmonyOS is expected to create a new ecosystem in healthcare, enhancing data security and system autonomy, which is crucial for the future of the industry [5][6]. Group 4: Industry Engagement - Several listed companies are actively investing in HarmonyOS-based healthcare solutions, indicating a growing interest in the intersection of AI and healthcare [6][7]. - Companies like Xiamen Dinake and Jiangsu Runkai Hong Digital Technology are developing innovative solutions that leverage HarmonyOS for integrated healthcare services, showcasing the potential for industry-wide transformation [6][7].

Group 1 - The company Dineike (300884) reported that as of January 9, 2026, the number of shareholders is 33,817 [1]