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新易盛：第一季度净利润27.8亿元，同比增长76.80%

36氪获悉，新易盛公告，第一季度营收为83.38亿元，同比增长105.76%；净利润为27.8亿元，同比增长76.80%。

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财信发展：同时触及实施退市风险警示和其他风险警示的情形，4月27日起简称变更为“*ST发展”

36氪获悉，财信发展公告，公司2025年度经审计的期末归母净资产为-2.00亿元，扣非后净利润为-6.35亿元，扣除后营业收入为2.82亿元。因触及深交所上市规则相关规定，公司股票交易将被实施退市风险警示；同时，因最近三个会计年度扣非前后净利润孰低者均为负值，且审计报告带持续经营

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莫高股份：自4月27日开市起复牌并实施退市风险警示，股票简称变更为“*ST莫高”

36氪获悉，莫高股份公告，因公司2025年度经审计的利润总额、净利润或扣非后净利润孰低者为负值且营业收入低于3亿元，触及退市风险警示情形。公司股票将于4月24日停牌1天，自4月27日开市起复牌并实施退市风险警示，股票简称由“莫高股份”变更为“*ST莫高”，日涨跌幅限制为5%。若公

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香农芯创：第一季度净利润13.27亿元，同比增长7835.06%

36氪获悉，香农芯创公告，2026年第一季度实现营业收入237.65亿元，同比增长200.60%；归属于上市公司股东的净利润为13.27亿元，同比增长7835.06%。

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中国铝业：第一季度净利润55.27亿元，同比增长56.35%

36氪获悉，中国铝业公告，2026年第一季度营收为584.94亿元，同比增长4.85%；净利润为55.27亿元，同比增长56.35%。

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冠豪高新：第一季度净利润1.8亿元，同比增长27725.76%

36氪获悉，冠豪高新公告，2026年第一季度营收为17.24亿元，同比增长10.74%；净利润为1.8亿元，同比增长27725.76%。

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创业板指跌逾1%，下跌个股近3700只

36氪获悉，指数走弱，创业板指下挫跌逾1%，沪指跌0.27%，深成指跌0.73%。有色金属、算力硬件、锂电池等方向跌幅居前，沪深京三市下跌个股近3700只。

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SK海力士：计划下半年向客户提供HBM4E样品，2027年实现量产

据报道，SK海力士表示，计划今年下半年向客户提供HBM4E样品，目标是在2027年实现HBM4E量产。该公司称，预计未来三年来自客户的HBM需求将远超过公司的HBM产能。（界面）

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中信建投：碳酸锂涨价预期叠加钠电降本，27年钠电进入平价放量时代

36氪获悉，中信建投研报称，碳酸锂涨价预期叠加钠电降本，27年钠电进入平价放量时代。当前节点磷酸铁锂电芯成本约0.38元/Wh，若26H2碳酸锂价格提升至20万/吨、铜价涨至11万/吨，届时磷酸铁锂电芯完全成本达0.42元/Wh。当前头部钠电厂商电芯成本约0.47元/Wh，我们预

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马斯克：全新擎天柱机器人工厂将于2027年投产

特斯拉CEO马斯克当地时间4月22日表示，预计美国得州全新擎天柱机器人工厂将于2027年投产。（界面）

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东岳硅材：第一季度净利润同比增长427%，有机硅行业主要产品价格上涨

36氪获悉，东岳硅材发布2026年一季度业绩报告。报告显示，一季度实现营业收入12.56亿元，同比增长4.49%；归属于上市公司股东的净利润为1.94亿元，同比增长426.99%。业绩变动主要系自2025年12月份以来，受市场环境及行业供需格局改善影响，有机硅行业主要产品价格上涨

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高铁电气：第一季度净利润1227.21万元，同比增长150.92%

36氪获悉，高铁电气发布2026年一季度报。报告显示，一季度实现营业收入2.79亿元，同比增长50.36%；归属于上市公司股东的净利润为1227.21万元，同比增长150.92%。公司上年度下半年中标项目较多，订单相对集中，本期集中完成供货，导致本期营业收入较上年同期实现较大幅度

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追觅硅谷发布会定档，4月27日-30日登陆北美

今日，追觅科技宣布，将于2026年4月27日至30日（北美时间）在硅谷举办以 “DREAME NEXT” 为主题的全球发布会周。活动为期四天，覆盖智能汽车、智能家电、智能手机及硬件、个护等业务矩阵，集中呈现追觅科技在AI驱动、具身智能、仿生交互等下一代技术方向的最新突破，展现完整

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VINFAST创始人：公司预计将于2027年实现息税前盈亏平衡

越南电动汽车制造商VINFAST创始人称，该公司预计将于2027年实现息税前盈亏平衡。（新浪财经）

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全日空将在2027财年考虑对日本国内航班收取附加费

据共同社消息，全日空将在2027财年考虑对日本国内航班收取附加费。（新浪财经）

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中信建投：预计2027年钠电进入平价放量时代，碳酸锂涨价预期加速进程

36氪获悉，中信建投证券研报称，2026年碳酸锂涨价预期兑现，钠电经济性优势逐步显现。预计头部钠电厂商2026年底有望实现锂钠平价，2027年钠电将开启平价放量时代。大型储能为钠电商业化主战场，海外业主愿意支付安全溢价，海外储能电站将率先放量。中期钠电池将凭借低温性能、安全性等优

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光线传媒：一季度净利润2327.56万元，同比下降98.85%

36氪获悉，光线传媒披露一季报，公司2026年一季度实现营业收入1.91亿元，同比下降93.59%；归属于上市公司股东的净利润2327.56万元，同比下降98.85%。

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东山精密：2025年净利润13.86亿元，同比增长27.67%

36氪获悉，东山精密披露年报，2025年实现营业收入401.25亿元，同比增长9.12%；归属于上市公司股东的净利润13.86亿元，同比增长27.67%；基本每股收益0.79元。

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4月以来机构调研270家公司

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阿里HappyHorse将于4月27日开放测试

36氪获悉，阿里ATH今日宣布，HappyHorse-1.0将于4月27日通过阿里云百炼平台逐步开放API测试，首批邀测对象为企业级客户。阿里ATH方面透露，HappyHorse项目由ATH创新事业部主导，联合阿里平台技术、通义实验室及淘天技术等多个团队协同打造。4月底开放测试后

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