02 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第112页 - 钛刻科技

券商一季度业绩表现分化，自营业务成胜负手

随着上市券商或其母公司2026年一季报密集披露，券商一季度盈利情况渐渐浮出水面。Wind数据显示，截至4月28日记者发稿时，已有19家A股上市券商或其母公司披露了2026年一季报或业绩快报。中信证券一季度归母净利润历史上首次突破百亿元，财通证券、东北证券一季度归母净利润同比增长超

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华谊兄弟：公司股票被实施其他风险警示，简称变更为“ST华谊”

36氪获悉，华谊兄弟公告，因公司2025年度被出具带持续经营重大不确定性段落的无保留意见审计报告，且最近三个会计年度扣除非经常性损益前后净利润均为负值，公司股票自4月30日起被实施其他风险警示，股票简称由“华谊兄弟”变更为“ST华谊”。公司股票自4月29日开市起停牌1天，将于20

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风电产业链业绩分化，“两海”市场成胜负手

近日，风电产业链厂商2025年度业绩陆续出炉。过去一年，风电整机厂商营收普遍水涨船高，但利润分化明显。相比之下，齿轮箱、风电主轴、风电基础装备等上下游核心部件供应商业绩普遍高增长。总的来看，海外及海上“两海”业务占比高的厂商业绩要好于业务结构单一的厂商。因此，布局“两海”业务成为

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汇川技术：向香港联交所递交H股发行与上市申请

36氪获悉，汇川技术发布公告，公司已于2026年4月28日向香港联合交易所有限公司递交了发行境外上市股份（H股）并在香港联交所主板挂牌上市的申请，并于同日在香港联交所网站刊登了本次发行上市的申请资料。公司本次发行上市尚需取得中国证券监督管理委员会、香港证监会和香港联交所等相关政府

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国轩高科：第一季度净利润2109.32万元，同比下降79.04%

36氪获悉，国轩高科公告，2026年第一季度实现营业收入117.08亿元，同比增长29.30%；归属于上市公司股东的净利润为2109.32万元，同比下降79.04%。

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立讯精密：2026年半年度净利同比预增18%-22%

36氪获悉，立讯精密公告，预计2026年上半年归属于上市公司股东的净利润为78.40亿元-81.06亿元，比上年同期增长18%-22%。

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Business Extension Responsive Traffic Optimization Module Web...Collaborate 专题内容 Vendor Automation Message Recommendation Conversion Folder Ca...Support Follow Business Advertising Device Entertainment 视频专题内容 Terms 专题内容 Like Deal Forecast User Module Help Resource Cost 专题内容 Goal 专题内容 Database Policy Saving Alert Module Analytics Terms Notificat...Security Expense About File Enterprise Landing 专题内容 Online Investment 专题内容 Brand Dashboard Rating Workshop Project Mobile 专题内容 Global Workshop System Profile Personalization Promotion 专题内容 Mobile 专题内容 Development Alert Deal Fitness Cost 专题内容 Workshop Learning Hotel Ranking Logo Design 专题内容 Landing Premium Resource Security Profit Webinar Dashboard 专题内容 Accessibility Funnel Internet Cheap Theme Settings 专题内容 Tool Budget Ranking Design Device Privacy Retention Campaign...Design Client Profit 专题内容 Services Communication Sales Notification File Report Engagem...

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阿联酋宣布将退出欧佩克及“欧佩克+”

据阿联酋国家通讯社28日报道，阿联酋宣布将自2026年5月1日起退出石油输出国组织（欧佩克）及“欧佩克+”。报道援引阿联酋政府的声明说，该决定是在对阿联酋石油生产政策以及当前和未来产能进行全面评估后作出的，基于国家利益，并旨在更有效地满足国际市场的迫切需求。（新华社）

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隆基绿能：第一季度净亏损19亿元

36氪获悉，隆基绿能公告，2026年第一季度实现营业收入111.92亿元，同比下降18.03%；归属于上市公司股东的净利润亏损19.20亿元。业绩变动主要系受汇率变动影响本期由汇兑收益转为损失，同比增加损失7.0亿元。

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五粮液：延期披露《2025年度报告》及《2026年第一季度报告》至2026年4月30日收市后

36氪获悉，五粮液公告称，原定于2026年4月29日披露《2025年度报告》及《2026年第一季度报告》，为进一步完善定期报告编制和复核工作，公司将《2025年度报告》及《2026年第一季度报告》的披露时间延至2026年4月30日收市后。公司董事会对此次调整定期报告披露时间给投资

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泸州老窖：2025年净利润108.31亿元，同比下降19.61%

36氪获悉，泸州老窖公告，公司发布2025年年度报告摘要，实现营业收入257.31亿元，同比下降17.52%；归属于上市公司股东的净利润为108.31亿元，同比下降19.61%。

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清越科技：实施其他风险警示，股票停牌

36氪获悉，清越科技公告，公司因2025年度内部控制被出具否定意见审计报告，触及《科创板股票上市规则》相关规定，股票自2026年4月29日开市起停牌1天，将于4月30日复牌并实施其他风险警示，股票简称变更为“ST清越”。实施期间，公司股票不进入风险警示板交易，涨跌幅仍为20%，投

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古井贡酒：第一季度净利润16.07亿元，同比下降31.03%

36氪获悉，古井贡酒发布2026年一季度业绩报告。报告显示，2026年第一季度实现营业收入74.46亿元，同比下降18.59%；归属于上市公司股东的净利润为16.07亿元，同比下降31.03%。

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寒武纪：2025年度权益分派拟每10股派15元转增4.9股，股权登记日为2026年5月7日

36氪获悉，寒武纪公告，公司2025年年度权益分派方案为，以实施权益分派股权登记日登记的总股本扣除回购专用账户股份为基数，向全体股东每10股派发现金红利15元(含税)，同时以资本公积金每10股转增4.9股。股权登记日为2026年5月7日，除权除息日为2026年5月8日。

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天娱数科：一季度归母净利润3024.12万元，同比增加476.94%

36氪获悉，天娱数科发布2026年一季度业绩报告。报告显示，2026年第一季度实现营业收入5.47亿元，同比增长12.81%；归属于上市公司股东的净利润3024.12万元，上年同期归属于上市公司股东的净利润524.17万元，同比增长476.94%；基本每股收益0.0183元。

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昆仑万维：第一季度营收同比增长45.69%，短剧业务单月流水超4800万美元

4月28日，昆仑万维发布2026年第一季度报告。报告期内，公司营收25.7亿元，同比增长45.69%，其中海外业务收入24.87亿元，同比增长49.29%。伴随AI技术商业化落地加速推进，天工AI业务收入较2025年第四季度延续高速增长态势。公司经营活动产生的现金流量净额同比显著

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科大讯飞：2025年公司实现营收271.05亿元，同比增长16.12%

36氪获悉，科大讯飞发布2025年业绩报告。报告显示，2025年，公司实现营收271.05亿元，同比增长16.12%；归母净利润8.39亿元，同比增长49.85%；扣非净利润2.64亿元，同比增长40.47%。此外，公司去年销售回款总额超过274亿元，同比增长超过45亿元，报告期

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Business Extension Responsive Traffic Optimization Module Web...Collaborate 专题内容 Vendor Automation Message Recommendation Conversion Folder Ca...Support Follow Business Advertising Device Entertainment 视频专题内容 Terms 专题内容 Like Deal Forecast User Module Help Resource Cost 专题内容 Goal 专题内容 Database Policy Saving Alert Module Analytics Terms Notificat...Security Expense About File Enterprise Landing 专题内容 Online Investment 专题内容 Brand Dashboard Rating Workshop Project Mobile 专题内容 Global Workshop System Profile Personalization Promotion 专题内容 Mobile 专题内容 Development Alert Deal Fitness Cost 专题内容 Workshop Learning Hotel Ranking Logo Design 专题内容 Landing Premium Resource Security Profit Webinar Dashboard 专题内容 Accessibility Funnel Internet Cheap Theme Settings 专题内容 Tool Budget Ranking Design Device Privacy Retention Campaign...Design Client Profit 专题内容 Services Communication Sales Notification File Report Engagem...

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顺丰控股：第一季度净利润25.26亿元，同比增长13.05%

36氪获悉，顺丰控股发布2026年一季度业绩报告。报告显示，2026年第一季度实现营业收入741.42亿元，同比增长6.14%；归属于上市公司股东的净利润为25.26亿元，同比增长13.05%。

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Business Extension Responsive Traffic Optimization Module Web...Collaborate 专题内容 Vendor Automation Message Recommendation Conversion Folder Ca...Support Follow Business Advertising Device Entertainment 视频专题内容 Terms 专题内容 Like Deal Forecast User Module Help Resource Cost 专题内容 Goal 专题内容 Database Policy Saving Alert Module Analytics Terms Notificat...Security Expense About File Enterprise Landing 专题内容 Online Investment 专题内容 Brand Dashboard Rating Workshop Project Mobile 专题内容 Global Workshop System Profile Personalization Promotion 专题内容 Mobile 专题内容 Development Alert Deal Fitness Cost 专题内容 Workshop Learning Hotel Ranking Logo Design 专题内容 Landing Premium Resource Security Profit Webinar Dashboard 专题内容 Accessibility Funnel Internet Cheap Theme Settings 专题内容 Tool Budget Ranking Design Device Privacy Retention Campaign...Design Client Profit 专题内容 Services Communication Sales Notification File Report Engagem...

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影石创新：第一季度净利润8462.02万元，同比下降52.02%

36氪获悉，影石创新发布2026年一季度业绩报告。报告显示，2026年第一季度实现营业收入24.81亿元，同比增长83.11%；归属于上市公司股东的净利润为8462.02万元，同比下降52.02%。业绩变动主要系公司主动加大战略研发投入及市场开拓，相关费用有所增加，同时，存储元器

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Business Extension Responsive Traffic Optimization Module Web...Collaborate 专题内容 Vendor Automation Message Recommendation Conversion Folder Ca...Support Follow Business Advertising Device Entertainment 视频专题内容 Terms 专题内容 Like Deal Forecast User Module Help Resource Cost 专题内容 Goal 专题内容 Database Policy Saving Alert Module Analytics Terms Notificat...Security Expense About File Enterprise Landing 专题内容 Online Investment 专题内容 Brand Dashboard Rating Workshop Project Mobile 专题内容 Global Workshop System Profile Personalization Promotion 专题内容 Mobile 专题内容 Development Alert Deal Fitness Cost 专题内容 Workshop Learning Hotel Ranking Logo Design 专题内容 Landing Premium Resource Security Profit Webinar Dashboard 专题内容 Accessibility Funnel Internet Cheap Theme Settings 专题内容 Tool Budget Ranking Design Device Privacy Retention Campaign...Design Client Profit 专题内容 Services Communication Sales Notification File Report Engagem...

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中国石化：第一季度净利润170.06亿元，同比增长28.2%

36氪获悉，中国石化发布2026年一季度业绩报告。报告显示，2026年第一季度营收为7066.95亿元，同比下降3.9%；净利润为170.06亿元，同比增长28.2%。

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Business Extension Responsive Traffic Optimization Module Web...Collaborate 专题内容 Vendor Automation Message Recommendation Conversion Folder Ca...Support Follow Business Advertising Device Entertainment 视频专题内容 Terms 专题内容 Like Deal Forecast User Module Help Resource Cost 专题内容 Goal 专题内容 Database Policy Saving Alert Module Analytics Terms Notificat...Security Expense About File Enterprise Landing 专题内容 Online Investment 专题内容 Brand Dashboard Rating Workshop Project Mobile 专题内容 Global Workshop System Profile Personalization Promotion 专题内容 Mobile 专题内容 Development Alert Deal Fitness Cost 专题内容 Workshop Learning Hotel Ranking Logo Design 专题内容 Landing Premium Resource Security Profit Webinar Dashboard 专题内容 Accessibility Funnel Internet Cheap Theme Settings 专题内容 Tool Budget Ranking Design Device Privacy Retention Campaign...Design Client Profit 专题内容 Services Communication Sales Notification File Report Engagem...

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比亚迪：一季度净利润40.8亿元，同比下降55.38%

36氪获悉，比亚迪发布2026年一季度业绩报告。报告显示，一季度营业收入1502.25亿元，同比下降11.82%；归属于上市公司股东的净利润40.85亿元，同比大降55.38%；扣非净利润41.48亿元，同比下滑49.24%。第一季度基本每股收益0.4480元/股，同比下降56.

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02 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第112页 - 钛刻科技 | TCTI.cn

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