00 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第161页 - 钛刻科技

诺德股份：第一季度净利润为4008.97万元，同比扭亏为盈

36氪获悉，诺德股份发布2026年一季度业绩报告。报告显示，一季度实现营业收入25.43亿元，同比增长80.42%；归属于上市公司股东的净利润为4008.97万元，同比扭亏为盈。业绩变动主要系公司本期产品销量增加及销售价格上涨等所致，以及公司本期毛利率增长所致。

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永鼎股份：100G EML及硅光高功率芯片具备批量生产能力，启动扩产计划

36氪获悉，永鼎股份公告，公司光通信业务受益于数字经济及AI算力需求，光纤呈现量价齐升状态。在光芯片领域，子公司鼎芯光电采用IDM模式，建成化合物半导体工艺产线，覆盖芯片设计至封测全流程。针对市场关注的100GEML及硅光100mW/70mWCWHP等高功率芯片，受全球AI算力中

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中国船舶：下属子公司签订约90亿元12艘9200TEU集装箱船建造合同

36氪获悉，中国船舶公告，公司全资子公司大连船舶重工集团有限公司联合中国船舶工业贸易有限公司与某知名船东签订的12艘9200TEU集装箱船建造合同已于近日生效。合同总金额约90亿元人民币，订单将于2028至2030年相继交付。本项目将充分释放大连造船在建造效率方面的核心优势，加速

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雪龙集团：股东贺频艳、贺群艳及宁波联展拟合计减持不超4.00%股份

36氪获悉，雪龙集团公告，实际控制人贺频艳、贺群艳因个人资金需求，拟通过集中竞价、大宗交易方式分别减持不超过316.10万股（各占总股本1.50%）；股东宁波联展因合伙人个人资金需求，拟通过集中竞价方式减持不超过210.74万股（占总股本1.00%）。减持期间为公告披露之日起15

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沪指午后站上4100点

36氪获悉，沪指午后站上4100点，深成指、创业板指均涨超1%，算力硬件、有色金属、半导体芯片等方向涨幅居前，沪深京三市上涨个股超2800只。

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比特币升破78000美元

36氪获悉，比特币升破78000美元，日内涨2.8%。

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新易盛午后涨逾4%，总市值突破6000亿

36氪获悉，新易盛午后涨逾4%，续创历史新高，总市值突破6000亿，该股年初至今涨近40%，自去年4月21日至今累计涨超890%。

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今日MMLC电池级碳酸锂（早盘）价格较昨日下跌1350元/吨

据Mysteel数据显示，今日MMLC电池级碳酸锂（早盘）价格较昨日下跌1350元/吨，中间价报171000元/吨。（第一财经）

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希音一季度向供应商交付自主研发工具设备1200件

36氪获悉，最新统计数据显示，2026年一季度，希音共计落地开展培训近百场、覆盖供应商近8000商次，并向供应商交付自主研发工具设备1200件。

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SpaceX宣布有权在今年晚些时候以600亿美元收购Cursor

SpaceX当地时间4月21日宣布与人工智能编程初创公司Cursor正紧密合作，致力于打造全球顶尖的编码和知识工作人工智能。Cursor授予SpaceX一项权利，允许其在今年晚些时候以600亿美元的价格收购Cursor，或者以100亿美元的价格收购双方的合作成果。（界面）

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华泰证券：关注光模块上游核心材料发展机遇

36氪获悉，华泰证券研报认为，随着近年800G、1.6T光模块需求量的快速提升，以及未来3.2T时代的渐行渐近，看好光模块上游核心材料的发展机遇。系统梳理InP衬底与薄膜铌酸锂两大产业的成长逻辑，其中InP衬底作为光芯片上游核心原材料，受益于光芯片厂商需求的快速拉动，行业呈现供不

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看好权益资产后市，今年以来新发基金规模超3500亿元

今年以来，大量资金借道公募基金积极入市，新发基金规模已突破3500亿元。从产品类型看，权益类基金和FOF产品发行十分火热，合计占比超八成。与此同时，当前仍有超百只新基金正在或即将发行。站在当前时点，机构普遍对后市持乐观态度。（上证报）

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SpaceX据悉已同意以超过500亿美元的价格收购Cursor

据报道，知情人士表示，SpaceX已同意以超过500亿美元的价格收购Cursor。Cursor是快速成长的人工智能初创公司，专注于开发代码编写软件。（财联社）

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紫金矿业：一季度净利润200.79亿元，同比增长97.5%

36氪获悉，紫金矿业披露一季报，公司2026年一季度实现营业收入984.98亿元，同比增长24.79%；归属于上市公司股东的净利润200.79亿元，同比增长97.5%；基本每股收益0.755元。

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AMD将与格方罗德合作开发CPO解决方案

AMD将为其下一代Instinct MI500加速器开发基于MRM的CPO解决方案，PIC（光子集成电路）将交给格方罗德（GlobalFoundries）制造，日月光将负责封装。（财联社）

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百事集团投资8000万元在上海建设全渠道智慧物流中心

百事集团总投资8000万元人民币的“汇中供应链-百事食品全渠道智慧物流中心”在上海市松江区石湖荡镇破土动工。项目预计于今年11月投入运营。（界面）

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国务院印发《关于推进服务业扩能提质的意见》

国务院日前印发《关于推进服务业扩能提质的意见》。意见明确，到2030年，服务业总规模迈上100万亿元台阶，培育更多“中国服务”品牌，服务业全球竞争力、影响力明显增强，人民群众获得感持续提升。意见提出，要全链条补强生产性服务业薄弱环节，强化科技服务支撑作用，增强现代物流综合竞争力，

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PettiChat获百万美元种子投资，造出宠物穿戴AI翻译器

36氪获悉，宠物AI科技初创公司PettiChat于近期完成100万美元的种子轮融资。由浙大校友基金藕舫天使与华旦天使联合投资，本轮融资将主要用于动物行为世界模型的研发、高质量数据集的构建以及首款硬件产品的市场推广。在通用人工智能（AGI）横扫人类语言世界的今天，一个被忽视的语

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长安汽车朱华荣：2030年公司年产销目标400万辆，新能源占比超60%

36氪获悉，在中国长安汽车战略发布会上，中国长安汽车党委书记、董事长朱华荣表示，未来五年，公司将进一步聚焦大单品，产品谱系由63款调整为36款，降43%；打造一款年销量50万辆级，五款年销量30万辆级全球大单品。到2030年，汽车年产销达400万辆、奋斗500万辆，其中阿维塔50

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长安汽车朱华荣：2030年力争实现营收6000亿元

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