026 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第97页 - 钛刻科技

长春高新：一季度净利润2.76亿元，同比下降41.67%

36氪获悉，长春高新披露一季报，公司2026年一季度实现营业收入25.87亿元，同比下降13.69%；归属于上市公司股东的净利润2.76亿元，同比下降41.67%。

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联合健康集团：第一季度合并收入为1117亿美元，同比增长2%

联合健康集团今日公布了2026年第一季度业绩，2026年第一季度合并收入为1117亿美元，同比增长2%；运营收益为90亿美元。每股收益6.90美元，调整后每股收益7.23美元。净利润率为5.6%，而去年同期为5.7%。截至2026年3月31日，运营现金流为89亿美元，约为净利润的

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牧原股份：一季度营业收入298.94亿元，同比下降17.10%

36氪获悉，牧原股份披露一季报，2026年一季度实现营业收入298.94亿元，同比下降17.10%；归属于上市公司股东的净利润亏损12.15亿元，上年同期净利润44.91亿元。

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中国联通：一季度净利润21.37亿元，同比下降18%

36氪获悉，中国联通披露一季报，公司2026年一季度实现营业收入1028.24亿元，同比下降0.5%；归属于上市公司股东的净利润21.37亿元，同比下降18.0%。

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新澳股份：一季度净利润1.2亿元，同比增长18.62%

36氪获悉，新澳股份披露一季报，公司2026年一季度实现营业收入12.85亿元，同比增长16.53%；归属于上市公司股东的净利润1.2亿元，同比增长18.62%。基本每股收益0.17元。

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上海机电：一季度净利润1.78亿元，同比下降12.32%

36氪获悉，上海机电披露一季报，公司2026年一季度实现营业收入42.59亿元，同比增长1.13%；归属于上市公司股东的净利润1.78亿元，同比下降12.32%。基本每股收益0.17元。

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凯美特气：一季度净利润1073.2万元，同比下降66.2%

36氪获悉，凯美特气披露一季报，公司2026年一季度实现营业收入1.54亿元，同比下降5.56%；归属于上市公司股东的净利润1073.20万元，同比下降66.20%。

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正海磁材：一季度净利润4704.91万元，同比下降32.29%

36氪获悉，正海磁材披露一季报，公司2026年一季度实现营业收入13.65亿元，同比下降6.45%；归属于上市公司股东的净利润4704.91万元，同比下降32.29%。

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光华股份：一季度净利润2458.24万元，同比下降3.75%

36氪获悉，光华股份披露一季报，公司2026年一季度实现营业收入3.94亿元，同比下降0.01%；归属于上市公司股东的净利润2458.24万元，同比下降3.75%。

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众兴菌业：第一季度净利润1.63亿元，同比增长237.55%

36氪获悉，众兴菌业公告，2026年第一季度实现营业收入6.02亿元，同比增长27.36%；归属于上市公司股东的净利润为1.63亿元，同比增长237.55%。

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高盛分析师：苹果扫货内存不会压垮其利润率，2026年iPhone将出货2.4EB LPDDR5

高盛分析师迈克尔 · 吴打破华尔街恐慌预期，认为苹果大规模采购DRAM内存不会压垮利润率，重申“买入”评级，维持目标价330美元。该分析师认为，市场对苹果大规模采购动态随机存取存储器（DRAM）影响利润率的担忧被严重夸大，尽管供应链消息显示苹果正竭力扫货移动内存以挤压竞争对手，但

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机构：预估4月大尺寸电视面板续涨

36氪获悉，TrendForce集邦咨询公布了4月面板价格趋势：2026年4月，部分尺寸电视面板价格上调，显示器面板价格上涨，笔电面板价格持平。进入4月份后，虽然有部分品牌开始调整需求，但中国品牌客户目前仍保持对电视面板的需求，尤其是大尺寸面板需求。由于中小尺寸电视面板在存储器涨

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万兴科技旗下万兴脑图手绘模式开启公测

36氪获悉，万兴科技在2026世界思维导图锦标赛期间宣布，旗下万兴脑图手绘模式开启公测。据了解，万兴脑图是国内业界首个实现AI一键生成手绘思维导图的专业脑图产品，进一步拓展脑图产品在知识可视化领域的应用边界。

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飞猪：五一期间，江苏包车游预订量同比增长45%

36氪获悉，4月20日，飞猪发布的《2026“五一”假期出游风向标》显示，深度体验型旅游需求集中释放，国内溯溪、采摘、登山等关键词搜索热度同比劲增130%，出境一日及多日游商品预订量同比增长50%，热门乐园、名人故居等国内景点门票预订人次同比增长约50%。2026赛季“苏超”提前

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工信部：正在开展算电协同政策研究和标准制定

4月21日，国新办举行新闻发布会介绍2026年一季度工业和信息化发展情况，工业和信息化部副部长张云明表示，近年来，算力基础设施已成为驱动人工智能发展的关键底座。目前工信部正在开展算电协同政策研究和标准制定。（证券时报）

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工信部：将系统布局6G下一代互联网等前沿技术研发

4月21日，国新办举行��闻发布会介绍2026年一季度工业和信息化发展情况，工业和信息化部新闻发言人、信息通信发展司司长谢存表示，下一步，工业和信息化部将进一步加强信息通信基础设施建设，巩固提升信息通信业竞争优势和领先地位，持续夯实经济社会高质量发展的数字底座，重点开展三方面工

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一季度工业机器人产量同比增长33.2%

今天上午，国务院新闻办公室举行新闻发布会，介绍2026年一季度工业和信息化发展情况。一季度，人工智能等新技术在电子、消费品行业应用加速拓展，无人机、AI眼镜等终端产品日益丰富，工业机器人、集成电路等产品产量同比分别增长33.2%��24.3%。（央视新闻）

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一季度31个省份规上工业增加值全部实现正增长

今天上午，国务院新闻办公室举行新闻发布会，介绍2026年一季度工业和信息化发展情况。今年一季度，我国规模以上工业增加值同比增长6.1%，31个省份全部实现正增长，工业对经济增长的贡献率近四成。（央视新闻）

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中信证券：二季度建议布局高确定性板块的同时灵活参与交易机会

36氪获悉，中信证券研报称，展望2026年第二季度，坚定看好存储材料、核电材料、OLED材料等需求景气的高确定性板块，并推荐根据外部局势灵活交易，如战争扰动结束，建议参与催化密集的固态电池、高端陶瓷、火箭&卫星等领域的交易机会；如悲观预期发生，中东局势再度恶化，建议参与原

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