季报 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第3页 - 钛刻科技

牧原股份：2026年公司对屠宰量级增长与盈利水平提升有信心

牧原股份4月21日在2026年一季报交流会上表示，2026年第一季度，公司屠宰量同比大幅增长，实现了较好的经营业绩，主要得益于屠宰肉食板块内部运营体系的成熟、人才队伍的建设、销售渠道的持续开拓与猪肉品质的提升。展望2026年，公司对屠宰量级的增长与盈利水平的提升有信心，将根据生产

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行业景气度高位运行，光模块企业扩产忙

伴随2026年一季度业绩（含一季报、预告）密集发布，以光模块为主的光通信产业链公司业绩倍增势头喜人。从相关上市公司采访了解到，从高速光模块到核心光芯片，产业链呈现供需两旺的火热态势：800G与1.6T高速光模块持续放量，带动多种技术路线的光芯片并行受益。业内人士预计，行业景气度将

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天威视讯：一季度净亏损2154.02万元

36氪获悉，天威视讯披露一季报，公司2026年一季度实现营业收入2.32亿元，同比下降13.42%；归属于上市公司股东的净利润亏损2154.02万元。

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Account Search Vendor Analysis 专题内容 Database Business Supplier Document 专题内容 Logo Technology Security Notification Resource Story 财经 App D...API Business Study File Communication Settings Follow Case 专题内容 Management Study Spreadsheet Value Design Careers Customer Ed...Link Schedule Calculator Accessibility 专题内容 Screen Funnel 专题内容 Sync Economy Reminder App Platform Link Food 专题内容视频 Market Strategy Recommendation Forum Trading Folder Enterp...Experience Success Luxury 专题内容 Version Update Vendor Hotel Whitepaper Funnel Contact Privacy...Economy Register Reminder 专题内容 Communication Optimization Status Collaborate Section 专题内容 Excellence Analysis Alert Online Retention 专题内容 Dashboard Label Performance Settings Tool Coupon Quality Vend...Deal SEO Widget Global Training Download 专题内容 Visitor Income Conversion Engagement Email Document 专题内容 Template Policy Training Milestone Study Faq Campaign 专题内容 App Ebook 专题内容 Message Excellence Milestone Brand 专题内容

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工商银行：一季度净利润869.41亿元，同比增长3.31%

36氪获悉，工商银行披露一季报，2026年第一季度实现营业收入2303.7亿元，同比增长8.27%；归属于母公司股东的净利润为869.41亿元，同比增长3.31%。

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Account Search Vendor Analysis 专题内容 Database Business Supplier Document 专题内容 Logo Technology Security Notification Resource Story 财经 App D...API Business Study File Communication Settings Follow Case 专题内容 Management Study Spreadsheet Value Design Careers Customer Ed...Link Schedule Calculator Accessibility 专题内容 Screen Funnel 专题内容 Sync Economy Reminder App Platform Link Food 专题内容视频 Market Strategy Recommendation Forum Trading Folder Enterp...Experience Success Luxury 专题内容 Version Update Vendor Hotel Whitepaper Funnel Contact Privacy...Economy Register Reminder 专题内容 Communication Optimization Status Collaborate Section 专题内容 Excellence Analysis Alert Online Retention 专题内容 Dashboard Label Performance Settings Tool Coupon Quality Vend...Deal SEO Widget Global Training Download 专题内容 Visitor Income Conversion Engagement Email Document 专题内容 Template Policy Training Milestone Study Faq Campaign 专题内容 App Ebook 专题内容 Message Excellence Milestone Brand 专题内容

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基金挖掘小众品种，隐形龙头迎来价值发现

2026年公募基金一季报披露完毕。一批流通市值较小、平时鲜有机构问津的冷门标的，悄然成为基金经理的新宠。与千亿市值的白马股不同，这些标的或是高景气细分赛道龙头，或具备业绩反转潜力，成为部分基金追求超额收益的独门利器。（中证网）

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70股获10家及以上机构评级，部分机构关注股获社保基金青睐

随着年报、一季报陆续发布，机构调研评级动作显著升温。据证券时报·数据宝统计，截至4月23日，4月以来55家机构合计进行3523次“买入型”（包括买入、增持、推荐、强烈推荐、强烈买入）评级，合计覆盖1099股。从个股来看，4月以来共有70股获至少10家机构评级，其中贵州茅台、盐津铺

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首批银行一季报出炉，营收、净利润全部实现正增长

2026年A股上市银行一季报披露大幕拉开。截至4月23日，已有7家地方性上市银行（南京银行、沪农商行、贵阳银行、成都银行、杭州银行、齐鲁银行、西安银行）率先交出一季度“成绩单”，业绩整体表现再上台阶，营收、净利润全部实现正增长，资产质量也保持平稳。在净息差逐步企稳的支撑下，银行业

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摩尔线程：一季报营收7.38亿元，同比增长155.35%

36氪获悉，摩尔线程发布2026年一季报与2025年报。报告显示，2026年一季度，摩尔线程实现营收7.38亿元，同比增长155.35%；归母净利润0.29亿元，同比增加1.42亿元；归母扣非净利润亏损0.54亿元，亏损同比收窄60.10%。2025年实现营收15.05亿元，同比

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特变电工：一季度净利润18.15亿元，同比增长13.4%

36氪获悉，特变电工披露一季报，公司2026年一季度实现营业收入249.46亿元，同比增长6.8%；归属于上市公司股东的净利润18.15亿元，同比增长13.4%。

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公募重仓科技股创纪录，短期需警惕均值回归风险

随着2026年公募基金一季报披露完毕，基金持仓高度“抱团”于科技赛道的现象成为市场焦点。然而，在基金一季报披露前后，这些被“抱团”的标的股价走势呈现显著分化。这不禁引发市场思考：曾经被视为“藏宝图”的基金季报，是否正异化为反向指标？从长期市场规律来看，基金季报披露后行情分化、热点

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QFII一季度新进增持440余股

A股一季报披露进入倒计时，QFII（合格境外机构投资者）一季度的重仓布局路线图正徐徐展开，由此可窥见外资机构的投资偏好与调仓动作。据证券时报·数据宝统计，截至目前，已披露2026年一季报的股票中，一季度末获得QFII持仓的股票合计589只，合计持仓市值1279.45亿元。从持仓变

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可孚医疗：一季度净利润1.07亿元，同比增长17.08%

36氪获悉，可孚医疗披露一季报，公司2026年一季度实现营业收入10.12亿元，同比增长37.22%；归属于上市公司股东的净利润1.07亿元，同比增长17.08%，基本每股收益0.52元。

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券商资管公募资产榜单有变化，华泰证券资管公募资产站上2000亿元

近日，随着公募基金2026年一季报披露完毕，券商资管的最新公募管理业务规模也浮出水面。整体来看，东方红资产管理继续保持第一，华泰证券资管凭借货币基金扩容成为第二家公募规模超2000亿元的券商资管。对于二季度市场，券商资管基金经理普遍对中国资产保持乐观，科技板块仍受到不少基金经理青

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江波龙：一季度净利润38.62亿元，同比扭亏为盈

36氪获悉，江波龙披露一季报，公司2026年一季度实现营业收入99.09亿元，同比增长132.79%；归属于上市公司股东的净利润38.62亿元，同比扭亏为盈。

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中国稀土：一季度净利润1.39亿元，同比增长90.8%

36氪获悉，中国稀土4月27日披露一季报，公司2026年一季度实现营业收入8.21亿元，同比增长12.79%；归属于上市公司股东的净利润1.39亿元，同比增长90.8%。

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QFII最新重仓布局揭晓，锚定价值与成长双主线

A股上市公司2026年一季报披露收官在即，QFII（合格境外机构投资者）重仓布局也逐步揭晓。Wind资讯数据显示，截至4月29日记者发稿，已有1229家A股上市公司截至一季度末的前十大流通股股东名单中出现QFII身影，相关QFII合计持股量达91.14亿股。以一季度末收盘价估算，

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公募基金4月调研近5000次，一季报绩优公司成掘金重点

一季报业绩兑现成为近期市场关注的重点。数据显示，4月以来，公募基金调研热度攀升，累计调研次数逼近5000次，环比增长超50%。业内人士认为，随着中东局势逐渐明朗，A股有望回归自身逻辑，目前可继续把握景气主线和能源安全板块。（上证报）

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中国重汽：一季度净利润4.55亿元，同比增长46.5%

36氪获悉，中国重汽披露一季报，公司2026年一季度实现营业收入196.6亿元，同比增长52.3%；归属于上市公司股东的净利润4.55亿元，同比增长46.5%。

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领益智造：一季度净利润3.92亿元，同比下降30.7%

36氪获悉，领益智造披露一季报，公司2026年一季度实现营业收入126.43亿元，同比增长9.99%；归属于上市公司股东的净利润3.92亿元，同比下降30.7%。

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物产环能：一季度净利润1.73亿元，同比增长11.73%

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季报 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第3页 - 钛刻科技 | TCTI.cn

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