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协创数据：一季度净利同比预增284.14%-402.33%

36氪获悉，协创数据公告，预计2026年第一季度归属于上市公司股东的净利润为6.5亿元-8.5亿元，比上年同期增长284.14%-402.33%。

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ST张家界：一季度净利润3.06亿元，同比扭亏为盈

36氪获悉，ST张家界公告，公司2026年一季度实现营业收入6685.59万元，同比增长13.34%；归母净利润3.06亿元，同比扭亏为盈，主要系报告期内重整完成确认的重整收益影响。

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机构：预估苹果将于今年取得折叠手机市场近20%的市占

36氪获悉，根据TrendForce集邦咨询最新显示产业研究，折叠手机市场最快将于2026下半年迎来苹果入局，引发外界关注相关技术革新。其中，面板折痕的优化，正从以往依赖铰链与支撑结构的“机械对抗”，转向以材料堆叠为核心的“应力管理工程”，折痕处理已成为衡量品牌显示技术整合能力的

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2连板天普股份：无开展人工智能相关业务计划

36氪获悉，2连板天普股份发布股票交易异动暨风险提示公告称，天普欣才当前经营范围不包含人工智能，截至目前公司及天普欣才均没有人工智能相关的技术或研发人员储备，并无开展人工智能相关业务的计划。公司与股东中昊芯英（杭州）科技有限公司（简称“中昊芯英”）未签订任何框架性合作协议。股东中

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奥克股份等在江苏成立新公司，含AI相关业务

36氪获悉，爱企查App显示，近日，江苏极拓奥克能源科技有限公司成立，法定代表人为冯博，注册资本1400万元人民币，经营范围包括计算机软硬件及辅助设备批发、工业自动控制系统装置销售、工业互联网数据服务、人工智能应用软件开发等。股东信息显示，该公司由辽宁奥克化学股份有限公司等共同持

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WPS 365发布东南亚三大生态战略

36氪获悉，近日，WPS 365亮相新加坡GITEX ASIA 2026，展示了其作为全球一站式AI协同办公平台的解决方案。目前，WPS 365在东南亚正加速推进三大生态战略：搭建本地渠道网络、深化与全球云厂商融合、为企业提供定制化数字化支持。WPS 365已与华为云、亚马逊云科

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美股大型科技股盘前多数上涨，奈飞跌超9%

36氪获悉，美股大型科技股盘前多数上涨，截至发稿，Arm涨超2%，特斯拉、苹果、微软涨超1%，英伟达涨0.77%，谷歌涨0.56%，Meta涨0.38%；奈飞跌超9%。

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热门中概股美股盘前多数下跌，理想汽车跌超2%

36氪获悉，热门中概股美股盘前多数下跌，截至发稿，理想汽车跌超2%，阿里巴巴、京东跌超1%，小鹏集团跌0.86%，网易跌0.55%，拼多多跌0.31%，蔚来涨超1%，百度涨0.68%，哔哩哔哩涨0.17%。

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宁德时代：一季度净利润207.38亿元，同比增长48.52%

36氪获悉，宁德时代发布一季度报告，一季度实现营收1291.31亿元，同比增长52.45%；归属于上市公司股东的净利润207.38亿元，同比增长48.52%。

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国际复材：股东云南云熹计划减持不超4.00%公司股份

36氪获悉，国际复材公告，持股5%以上股东云南云熹因自身资金需求，计划自公告披露之日起15个交易日后的3个月内，以集中竞价及大宗交易方式减持公司股份不超过15,083.51万股，占公司总股本比例4.00%。

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赤峰黄金：2025年净利润30.82亿元，同比增长74.70%

36氪获悉，赤峰黄金公告，截至2025年12月31日止年度，公司营业收入为126.39亿元人民币，同比增长40.03%；年内归属于上市公司股东的净利润为30.82亿元人民币，同比增长74.70%；每股基本盈利为1.86元人民币。

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美股大型科技股盘前普跌，英伟达跌超1%

36氪获悉，美股大型科技股盘前普跌，截至发稿，英伟达跌超1%，Meta跌0.87%，谷歌跌0.79%，微软跌0.42%，特斯拉跌0.41%，苹果跌0.36%，亚马逊跌0.14%。

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长芯博创：终止收购鸿辉光联通讯93.81%股权意向

36氪获悉，长芯博创公告，公司此前拟收购上海鸿辉光通持有的上海鸿辉光联通讯技术有限公司93.8108%股权。自签署意向书以来，双方虽经多轮协商，但在核心商业条款特别是转让价款支付周期与节奏上存在分歧，未能达成一致。目前，交易对方已全额返还公司支付的收购意向金100万元，公司收到终

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财政部等两部门：调整平潭综合实验区有关增值税和消费税退税货物范围

36氪获悉，财政部、国家税务总局公告，调整平潭综合实验区有关增值税和消费税退税货物范围。内地经“二线”销往平潭与生产有关的货物视同出口，按现行税收政策规定实行增值税和消费税退税。

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金龙鱼：2025年归母净利润31.53亿元，同比增长26.01%

36氪获悉，金龙鱼发布2025年业绩报告。报告显示，2025年实现营业收入2451.26亿元，同比增长2.87%；归属于上市公司股东的净利润31.53亿元，同比增长26.01%；基本每股收益0.58元。以54.22亿股为基数，向全体股东每10股派发现金红利2.3元（含税），送红股

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海星股份：一季度净利润同比增长74.74%

36氪获悉，海星股份发布2026年一季度业绩报告。报告显示，、一季度实现营业收入6.33亿元，同比增长24.98%；归属于上市公司股东的净利润为3965.43万元，同比增长74.74%。业绩变动主要系营收规模增加；通过技术研发不断提升产品水平，积极调整产品结构，提供满足高端市场产

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捷捷微电：IGBT成品价格预计5月1日起上调10%-20%

36氪获悉，捷捷微电公告，为维持公司正常运营和持续提供稳定可靠的产品与服务，经公司审慎评估，对公司主要产品进行了调价。晶闸管产品受原材料价格上涨和产能紧张影响，有小幅上涨的情况；防护类器件的部分产品受原材料价格上涨影响，有小幅上涨的情况；MOSFET产品受原材料价格上涨且持续高位

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