报告 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第13页 - 钛刻科技

环旭电子：一季度归母净利润4.17亿元，同比增加24.57%

36氪获悉，环旭电子发布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133.49亿元，同比下降2.19%；归属于上市公司股东的净利润4.17亿元，同比增加24.57%；基本每股收益0.18元。

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东吴证券：第一季度净利润8.01亿元，同比下降18.22%

36氪获悉，东吴证券发布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20.48亿元，同比下降9.45%；归属于上市公司股东的净利润为8.01亿元，同比下降18.22%。

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百达精工：2025年归母净利润亏损2.26亿元，同比由盈转亏

36氪获悉，百达精工发布2025年业绩报告。报告显示，2025年实现营业收入14.09亿元，同比下降8.21%；归属于上市公司股东的净利润亏损2.26亿元，上年同期归母净利润为3301.56万元；基本每股收益-1.12元。公司拟定的2025年度公司利润分配方案为：不进行利润分配，

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中联重科：第一季度净利润8.84亿元，同比下降37.30%

36氪获悉，中联重科发布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129.52亿元，同比增长6.89%；归属于上市公司股东的净利润为8.84亿元，同比下降37.30%。

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日本央行大幅上调通胀预期

日本央行4月28日公布经济与物价形势展望报告，将2026财年（2026年4月至2027年3月）剔除生鲜食品后的核心CPI涨幅预期由今年1月预测的1.9%上调至2.8%；2026财年GDP增速预期由1月预测的1.0%下调至0.5%。（新华社）

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巨人网络：2025年营收超50亿元，同比增长72.69%

36氪获悉，巨人网络发布2025年年度报告。报告期内，公司实现营业收入50.47亿元，同比增长72.69%；实现归母净利润17.55亿元，同比增长23.13%；实现扣非归母净利润21.27亿元，同比增长31.10%。此外，巨人网络披露了2025年度利润分配预案，拟向全体股东每10

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瞄准政策风口，企业积极布局卫星互联网新基建

今年政府工作报告明确提出加快发展卫星互联网，“十五五”规划纲要进一步部署加快低轨卫星互联网组网。关于新型信息基础设施核心赛道的一系列政策部署释放出强烈信号，产业链上下游企业闻风而动，纷纷瞄准政策风口，从卫星批量制造、核心元器件研发到地面基建配套，全面加速卫星互联网新基建布局，推动

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通富微电：2025年净利润12.19亿元，同比增长79.86%

36氪获悉，通富微电发布2025年业绩报告。报告显示，期内实现营业收入279.21亿元，同比增长16.92%；归属于上市公司股东的净利润为12.19亿元，同比增长79.86%。公司拟以总股本1,517,596,912股为基数，向全体股东每10股派发现金红利0.81元(含税)，不送

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宏昌电子：一季度净利润为46.85万元，同比下降92.74%

36氪获悉，宏昌电子发布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9.89亿元，同比增长76.81%；归属于上市公司股东的净利润为46.85万元，同比下降92.74%。业绩变动主要系本期增加了珠海宏昌二期和珠海宏仁建成投产增加了营业收入，但本期珠海宏仁建成

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唐山港：一季度归母净利润4.71亿元，同比增加23.46%

36氪获悉，唐山港发布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15.15亿元，同比增长22.47%；归属于上市公司股东的净利润4.71亿元，同比增长23.46%；基本每股收益0.0795元。

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安孚科技：第一季度净利润1.34亿元，同比增长87.78%

36氪获悉，安孚科技发布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13.31亿元，同比下降3.42%；归属于上市公司股东的净利润为1.34亿元，同比增长87.78%。业绩变动主要系经营业绩稳定增长、公司持有南孚电池的权益比例提升所致。

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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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中国平安：第一季度净利润250.22亿元，同比下降7.4%

36氪获悉，中国平安发布2026年一季度业绩报告。报告显示，2026年第一季度，集团实现归属于母公司股东的营运利润407.80亿元，同比增长7.6%；截至2026年3月31日，集团归属于母公司股东权益10,183.10亿元，较年初增长1.8%。归属于母公司股东的净利润250亿元，

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巨化股份：第一季度净利润11.73亿元，同比增长46%

36氪获悉，巨化股份发布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60.18亿元，同比增长3.75%；归属于上市公司股东的净利润为11.73亿元，同比增长45.93%。业绩变动主要系制冷剂产品价格上升所致。

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欧盟报告称欧洲升温加速，多项气候指标破纪录

当地时间4月29日，欧盟气候监测组织哥白尼气候变化服务局发布2025年《欧洲气候状况年度报告》。数据显示，2025年欧洲气候变化趋势明显，多项关键指标创下历史纪录，气候风险持续加剧。报告指出，2025年欧洲至少95%的地区年平均气温高于常年水平，升温速度为全球平均水平的两倍以上，

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生益电子：第一季度净利润4.45亿元，同比增长122%

36氪获悉，生益电子发布2026年一季度业绩报告。报告显示，2第一季度实现营业收入24.11亿元，同比增长52.62%；归属于上市公司股东的净利润为4.45亿元，同比增长122.16%。

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北京银行：科技金融贷款“十四五”期间增长178%

4月27日晚，北京银行发布2025年年度报告。报告显示，截止2025年末，该行科技金融贷款余额4489.97亿元，较年初增长847.18亿元，增速23.26%，较“十四五”期初增长178%；服务专精特新企业超3万家，为近6万家科技型中小微企业提供信贷资金1.45万亿元；在北京地区

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巴克莱：美联储本周料将按兵不动，2026年晚些时候可能降息

巴克莱分析师在一份报告中表示，在通胀高企的情况下，预计美联储将在本周的会议上维持联邦基金目标利率区间不变，但今年仍有可能降息。他们表示：“在不确定性加剧的情况下，美联储的立场是保持观望，因为需求具有韧性且通胀仍然高企，这都支持其保持耐心，同时决策者们也暗示近期进一步降息的信心有所

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