收入 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第5页 - 钛刻科技

中远海能：第一季度净利润21.73亿元，同比增长206.74%

36氪获悉，中远海能公告，2026年第一季度实现营业收入73.03亿元，同比增长26.92%；归属于上市公司股东的净利润为21.73亿元，同比增长206.74%。

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凯莱英：第一季度净利润3.04亿元，同比下降6.82%

36氪获悉，凯莱英公告，2026年第一季度实现营业收入18.02亿元，同比增长16.91%；归属于上市公司股东的净利润为3.04亿元，同比下降6.82%。

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澜起科技：第一季度净利润8.47亿元，同比增长61.30%

36氪获悉，澜起科技公告，2026年第一季度实现营业收入14.61亿元，同比增长19.51%；归属于上市公司股东的净利润为8.47亿元，同比增长61.30%。

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协鑫集成：目前公司储能业务占营业收入比例较低

36氪获悉，协鑫集成在互动平台表示，公司主要产品覆盖高效光伏电池、大尺寸光伏组件、储能系统等，并为客户提供智慧光储一体化集成方案，目前公司储能业务占营业收入比例较低。

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中信证券：上市银行一季度收入和盈利增速延续上行趋势，预计全年趋势延续

36氪获悉，中信证券研报指出，回顾2026年一季度，银行板块1月受被动资金大幅流出影响大幅回落，3月以来受美伊冲突市场避险情绪回升的影响表现积极。机构策略看，银行股占主动型基金重仓股比例低位略有上行，季度环比上升0.13ppt至1.71%，选股策略上增加了适合公募偏好的低估值和业

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传音控股：第一季度净利润7亿元，同比增长42.90%

36氪获悉，传音控股公告，2026年第一季度实现营业收入162.00亿元，同比增长24.58%；归属于上市公司股东的净利润为7.00亿元，同比增长42.90%。业绩变动主要系本期销售收入及毛利额增加所致。

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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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万兴科技：2025年营收15.3亿元，归母净利减亏44.2%

36氪获悉，万兴科技公告，2025年营业收入达15.33亿元，同比增长6.46%；归母净利同比减亏44.19%，销售费用率同比降1.87个百分点。其中，核心视频创意业务营收10.2亿元，移动产品收入同比增超60%，AI原生应用收入同比增超90%。

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白银有色：2025年净亏损7.55亿元

36氪获悉，白银有色公告，2025年营业收入854.58亿元，同比下降1.53%。归属于上市公司股东的净亏损7.55亿元，上年同期净利润8079.17万元。

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微软：将不再向OpenAI支付收入分成，微软的OpenAI许可现将转为非独家许可

微软和OpenAI公布合作的下一阶段安排，微软公司称，将不再向OpenAI支付收入分成。OpenAI向Microsoft的收入分成支付将持续到2030年，与OpenAI的技术进步无关，按相同比例支付，但受总额上限限制。Microsoft将继续持有OpenAI的IP授权，适用于模型

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均胜电子：一季度净利润4.02亿元，同比增长18.11%

36氪获悉，均胜电子公告，2026年第一季度实现营业收入138.15亿元，同比下降5.22%；归属于上市公司股东的净利润4.02亿元，同比增长18.11%；基本每股收益0.26元。

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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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浙商证券：第一季度净利润7.51亿元，同比增长35.20%

36氪获悉，浙商证券公告，2026年第一季度实现营业收入23.59亿元，同比增长40.82%；归属于上市公司股东的净利润为7.51亿元，同比增长35.20%。业绩变动主要系证券经纪业务和投资银行业务收入增加。

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巨人网络：第一季度净利润10.80亿元，同比增长210.58%

36氪获悉，巨人网络公告，2026年第一季度实现营业收入23.29亿元，同比增长221.70%；归属于上市公司股东的净利润为10.80亿元，同比增长210.58%。归属于上市公司股东的扣除非经常性损益的净利润10.14亿元，同比增长179.72%；经营活动产生的现金流量净额13.

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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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青岛啤酒：第一季度净利润18亿元，同比增长5.23%

36氪获悉，青岛啤酒公告，2026年第一季度实现营业收入102.85亿元，同比下降1.54%；归属于上市公司股东的净利润为18.00亿元，同比增长5.23%。

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融捷股份：2026年第一季度净利润2.78亿元，同比增长1296.26%

36氪获悉，融捷股份公告，2026年第一季度营业收入3.76亿元，同比增长295.77%。归属于上市公司股东的净利润2.78亿元，同比增长1296.26%。基本每股收益1.07元/股，同比增长1295.70%。

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沃森生物：第一季度净利润1.11亿元，同比增长4082.41%

36氪获悉，沃森生物公告，2026年第一季度实现营业收入4.44亿元，同比下降3.98%；归属于上市公司股东的净利润为1.11亿元，同比增长4082.41%。

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方正科技：一季度净利润2.32亿元，同比增长195.16%

36氪获悉，方正科技公告，公司2026年一季度实现营业收入15.64亿元，同比增长64.31%；归母净利润2.32亿元，同比增长195.16%。报告期内公司PCB业务平均销售价格和销量增加。

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博云新材：第一季度净利润1.32亿元，同比增长13362%

36氪获悉，博云新材公告，2026年第一季度实现营业收入3.80亿元，同比增长125.94%；归属于上市公司股东的净利润为1.32亿元，同比增长13362.43%。

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收入 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第5页 - 钛刻科技 | TCTI.cn

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